Tanya Rawat

2.8K posts

Tanya Rawat banner
Tanya Rawat

Tanya Rawat

@rawatspeaks

Head of Investments | LSE (UoL) & Manchester Business School Alumni | RT ≠ endorsements

London | Dubai Katılım Kasım 2008
1.3K Takip Edilen465 Takipçiler
Tanya Rawat retweetledi
Jack Prandelli
Jack Prandelli@jackprandelli·
🚨ADNOC is doubling its Hormuz bypass capacity. A 2nd West-East pipeline to Fujairah. Operational 2027. Abu Dhabi's Crown Prince just directed ADNOC to accelerate delivery of the new West-East Pipeline currently under construction and expected operational in 2027. The pipeline doubles ADNOC's export capacity through Fujairah, the UAE's Indian Ocean terminal that sits entirely outside the Strait of Hormuz. The existing pipeline already moves 1.5–1.8 mb/d. The new one doubles that. Why Fujairah matters? Fujairah is the UAE's answer to Hormuz dependency a direct pipeline route from Abu Dhabi's oilfields to the Gulf of Oman, bypassing the strait entirely. During the current conflict, it has been one of the only reliable export routes for UAE crude. The existing capacity was never enough. Abu Dhabi is now fixing that permanently. ⚠️The UAE left OPEC on May 1st. It secretly struck Iranian targets during the conflict. It's now accelerating infrastructure designed to make Hormuz irrelevant to its own export model. This is not a country planning for Hormuz to reopen and things to go back to normal. Saudi Arabia has the East-West pipeline to Yanbu. The UAE is doubling its capacity at Fujairah. The Gulf's 2 largest producers are both building permanent Hormuz bypasses simultaneously. The strait's leverage over global oil markets is being systematically engineered away one pipeline at a time.
Jack Prandelli tweet media
English
12
83
248
11.1K
Tanya Rawat retweetledi
Jack Prandelli
Jack Prandelli@jackprandelli·
The UAE was OPEC's largest exporter. $738 billion in exports in 2025. Nearly double Saudi Arabia's $379 billion. Then it left.... OPEC exports of goods and services, 2025: 🇦🇪 UAE: $738B ex-member as of May 1, 2026 🇸🇦 Saudi Arabia: $379B 🇮🇷 Iran: war-disrupted 🇮🇶 Iraq: down 53.9% production 🇰🇼 Kuwait: down 53.5% production Source: OPEC Annual Statistical Bulletin 2026
Jack Prandelli tweet media
English
7
32
74
8K
Tanya Rawat retweetledi
Jack Prandelli
Jack Prandelli@jackprandelli·
🇮🇹🇦🇿 Azerbaijan supplies 16% of Italy's gas. SOCAR just bought 4,500 Italian fuel stations. This is what energy security looks like when Hormuz closes. While the world watches the Strait Italy just rewired its energy architecture northward. The Meloni-Aliyev meeting, what was agreed? First Italian PM visit to Azerbaijan in 13 years. Framed explicitly as a "reliable partnerships" discussion during Middle East instability. → Azerbaijan exported 25 bcm of gas in 2025 7.5 bcm to Italy → Italy: top EU buyer of Azerbaijani gas → TAP cumulative deliveries: 47.5 bcm since startup → TAP covers ~16% of Italy's total gas demand → Both leaders: agreed to push volumes higher via TAP expansion Aliyev: TAP expansion "has already started but must continue" Meloni: Azerbaijani gas has been "decisive for Italy's energy security" and Hormuz makes it more critical still. The infrastructure behind the words The Southern Gas Corridor: Caspian → Azerbaijan → Georgia → Turkey → Greece → Albania → Puglia. TAP annual flows: 9.5 bcm and rising. Recent compressor upgrades: +1.2 bcm/year added capacity. Technical ceiling with full expansion: toward 20 bcm/year. Every bcm that comes through TAP is one bcm that doesn't need to come through Hormuz. The SOCAR downstream move This is where it gets structural. SOCAR Azerbaijan's state oil company just acquired 99.82% of Italiana Petroli (IP): → 10 mt/year refining capacity across 2 Italian refineries → 4,500 service stations across Italy → Aviation fuel, bitumen, logistics assets included → EC approved: February 2026 Gas flows in via TAP. Oil and products flow out via IP's refineries and retail network. SOCAR now has a vertically integrated position inside the EU's 3rd largest economy. Bilateral trade: €10.2 billion in 2025 Italy is Azerbaijan's largest commercial partner. Azerbaijan invested €2.5 billion in Italy. That's an energy alliance formalised by war. The EU wants Russian gas gone. Gulf supply is physically disrupted. The Caspian route via Azerbaijan is the one clean corridor left that avoids both. The Italy-Azerbaijan-SOCAR triangle is the EU's northbound hedge: Caspian gas in via TAP. Azerbaijani oil out via Italian refineries and 4,500 fuel stations. The map of European energy security is being redrawn not in Brussels, but in Baku.
Jack Prandelli tweet media
English
117
872
2.9K
420.4K
Tanya Rawat retweetledi
Bloomberg
Bloomberg@business·
The United Arab Emirates’ surprise exit from OPEC gives it greater ability to accelerate investment and expand, the head of the country’s state-run oil company says bloomberg.com/news/articles/…
English
15
31
133
19.8K
Tanya Rawat retweetledi
Javier Blas
Javier Blas@JavierBlas·
🚨🚨🚨🚨FULL STATEMENT: UAE says it's leaving the OPEC oil cartel from May 1. "... Following its exit, the UAE will continue to act responsibly, bringing additional production to market in a gradual and measured manner, aligned with demand and market conditions..."
Javier Blas tweet media
English
153
1.4K
3.7K
761.4K
Tanya Rawat retweetledi
Al Arabiya English
Al Arabiya English@AlArabiya_Eng·
🔴 BREAKING: Qatar Civil Aviation Authority announces in a Notice to Airmen the gradual resumption of operations for foreign airlines in Qatar via Hamad International Airport.
Al Arabiya English tweet media
English
0
7
32
3.4K
Tanya Rawat retweetledi
David Rosenberg
David Rosenberg@EconguyRosie·
Powell didn’t want to talk about a hard landing on the podium, but the Fed’s 3.8% nominal GDP growth projection for 2024 gave us the answer in any event… this has a 90% recession probability attached to it. Shhhhhh….
David Rosenberg tweet media
English
81
326
1.5K
297.2K
Tanya Rawat retweetledi
MarketWatch
MarketWatch@MarketWatch·
GDP data show U.S. economy expanding slightly more than forecast in 4th quarter on.mktw.net/3Ji74oR
English
1
9
5
12.2K
Tanya Rawat retweetledi
BN Commodities
BN Commodities@BNCommodities·
Abu Dhabi Ports, which operates 10 ports and terminals in the United Arab Emirates, has agreed to buy a controlling stake in Dubai-based Global Feeder Shipping for $800 million as part of plans to scale up its operations trib.al/3kQrqi0
English
0
1
3
0