MEES

🎙️ Chokepoint Consequences: The Risk Premium Gets Real Week four of the Iran conflict is no longer just about price spikes. It is about chokepoints, control, and the risk that short-term disruptions harden into lasting structural shifts. From the Strait of Hormuz to LNG outages and refining constraints, the market is being forced to price geopolitical reality more directly than at any point in recent years . In this latest MEES podcast with @kdourian, @Jamie__Ingram and @yesar, we discuss what is actually happening on the ground, what risks are being underestimated, and why the consequences may extend well beyond the duration of the conflict. Spotify: open.spotify.com/episode/2ABZfe…

The devasting Iranian missile attack on Qatar's Ras Laffan will have profound consequences for the region, and for global LNG markets. Read about it here: tinyurl.com/4tar8tbk

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🎙️ Podcast: Oil Logistics Are Now the Weakest Link in Globalisation In this episode, MEES editors examine the escalating impact of the Iran conflict on Gulf energy infrastructure, global supply chains and political stability. With the Strait of Hormuz effectively blocked and key export routes under sustained attack, producers are scrambling to reroute flows while markets face the risk of structural shortages in diesel and jet fuel. From UAE export resilience and Iraq’s political bottlenecks to Egypt’s socioeconomic pressures and Saudi Arabia’s critical Red Sea capacity, this discussion explores how the crisis is exposing the limits of contingency planning across the global energy system. Spotify: open.spotify.com/episode/03MeId…

Such is the scale of the supply shock caused by the Strait of Hormuz closure that even the largest IEA stock release in history can’t fill the gap. More important will be maintaining flows through Hormuz-bypass pipelines. Read about it here: tinyurl.com/maxkdcnn

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🎙️ Podcast: In the second week of the Iran conflict, oil prices briefly surged toward $120 before pulling back amid speculation the war may soon end. In this episode, @kdourian, @Jamie__Ingram and @yesar examine the real drivers behind the market’s extreme volatility—from the closure of the Strait of Hormuz and collapsing Iraqi exports to refinery disruptions, LNG outages, and the fragile logistics keeping Gulf oil flowing. They discuss how much supply is truly missing, which countries can still export crude and refined products, and why the duration of the conflict may determine the next phase for global energy markets. open.spotify.com/episode/4jBWN8…

As war erupts in the Middle East and tankers avoid crossing the Strait of Hormuz, MEES examines the wide-ranging implications. mees.com/vol/69/issue/10

Check out this week's front cover of MEES. #OOTT #Oil

Middle East crude futures contracts are attracting greater liquidity as confidence in their transparency and resilience grows, while interconnections with global benchmarks are strengthening. Read about it here: tinyurl.com/ur5yjbp5

Check out this week's front cover of MEES. #OOTT #Oil

Check out this week's front cover of MEES. #OOTT #Oil

Saudi Aramco is preparing to ship the first test cargoes of Jafurah condensate to buyers in Asia. Jafurah marks the start of a new wave of NGL and condensate production from Gulf States shorturl.at/yNkcQ

Officials hailed the ‘success’ of Libya’s first post-revolution bid round, although with just five blocks awarded, IOCs clearly remain cautious. Read about it here: tinyurl.com/bdfhbxsp

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Qatar signed its first LNG sales deals since 2024 this week in Doha. Along with the US, Qatar is central to an oncoming wave of new supply that will push down prices and stimulate new demand, although its expansion could be further delayed. tinyurl.com/4n4mwd8x

Check out this week's front cover of MEES. #OOTT #Oil