Sector
In-depth Geopolitics analysis from Entelera.
Energy InsightOil & Gas
Seven core OPEC+ members are expected to keep their December output targets unchanged when they meet online on Sunday, 1 November, sources told Reuters. No final…
Oil & Gas
UBS lifted its Brent forecast to ~$110 from $100. Set against a derived pre-war price of ~$73, about a third of today's price is war risk.
Energy InsightOil & Gas
UBS now expects Brent to stay near $110 a barrel to the end of the year, up from its earlier $100 call. Oil eased on Tuesday…
Oil & Gas
Jurong Rock Caverns hold up to ~9.2mmbbl. That is ~6.6 days of Jamnagar runs, or ~1.3 days of East-West pipeline flow: a buffer, not a reserve.
Energy InsightOil & Gas
Brent crude settled 0.8% lower at $115.81 a barrel on Monday, as talks in Tehran raised hopes of easing tension. The Houthis said they struck Saudi…
Energy InsightOil & Gas
Saudi Arabia plans to store crude at Singapore's Jurong Rock Caverns from the second half of 2027, the two countries' energy ministers said. The move brings…
Oil & Gas
The East-West pipeline carries most Saudi exports while Hormuz is shut. Its 5.8 mmbbl/d of working capacity is now the main target of Houthi attacks.
Energy InsightOil & Gas
Yemen's Houthis said they targeted the Saudi East-West pipeline, its pumping stations, an Aramco facility in Yanbu and the Rabigh refinery. Saudi Arabia did not confirm…
Energy InsightMarkets
Brent crude rose $3.55 to settle at $116.72 a barrel on Friday, its highest close since 29 April. It gained 6.24% over the week as Houthi…
Energy InsightMarkets
Brent crude rose 4% to settle at $113.17 a barrel on Thursday, its highest close since 4 May. Saudi Aramco told staff to evacuate its Dhahran…
