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TODAY: What happens when Iran’s two oil exits are both cut off?
What we’re tracking this morning regionally and around the world
Adnoc is in talks to buy stakes in refineries owned by Thailand's PTT and Nigeria's Dangot
The talks would put the UAE's oil giant on more even footing with Aramco's overseas refining footprint
TODAY: Riyadh Cargo grows as shipping demand slips + Adnoc eyes foreign refineries
What we’re tracking this morning regionally and around the world
Venezuela mulls Opec exit — what does it mean for Saudi and Opec?
A US-backed pivot out of Opec — following the UAE, and maybe Iraq — would leave Saudi Arabia defending prices…
TODAY: Could Saudi be Opec’s last heavyweight?
What we’re tracking this morning regionally and around the world
Hormuz is only half of the battle for Gulf exporters
The three cases expose different limits to the Gulf’s export workaround
TODAY: Gulf oil exporters face different limits to their workarounds
What we’re tracking this morning regionally and around the world
Could Black Sea attacks reopen the world’s grain wound?
Both countries still have grain to sell, but damaged terminals, vessel risk, and constrained alternative routes are preventing it from…
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