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1Q earnings from Bahri, SAL, NMDC
A mixed bag of earnings from UAE and Saudi-based firms
Hormuz is choking urea supply — and markets are reacting
The longer the disruption lasts, the harder the reset may be.
TODAY: Adnoc doubles down on US natgas push
What we’re tracking this morning regionally and around the world
UAE exits Opec to prioritize capacity over quotas
The next phase of the oil market may be less about coordination and more about competition
Hormuz showed why Gulf rail matters — and why it is not ready
Rail can help, but under the current setup, its role remains bounded
TODAY: Iran’s toll play for Hormuz passage relies on loopholes
What we’re tracking this morning regionally and around the world
Gulf oil exporters weigh working around the workaround
No straight path through the strait
How routes decide — and will define — fortunes in the Gulf
The strait’s closure exposed a structural divide where access, not oil output, determined who captured the upside
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