Sector
In-depth Geopolitics analysis from Entelera.
Energy InsightOil & Gas
Reliance Industries says it discussed partnerships across conventional and new energy with US Secretary of State Marco Rubio at its Jamnagar refinery. Power for data centres…
Oil & Gas
Iraq seawater injection is the hidden limit on its oil growth. ExxonMobil's 2.5 mmbbl/d phase could support up to 1.9 mmbbl/d of oil, on our estimate.
Energy InsightOil & Gas
Indian Oil plans to slightly cut the crude it buys from Gulf producers under annual deals in 2027-28, Reuters reports. It had planned to source about…
Energy InsightGeopolitics
Attacks on King Fahd airport in Dammam and Aramco's Shaybah oilfield killed three people on Wednesday, Saudi authorities said. Shaybah's operations were not affected.
LNG
Aphrodite gas could give Egypt about 8.3 bcm a year from 2031, roughly a quarter of its expected imports. Chevron gains, but LNG stays Egypt's main…
Policy
The EU methane regulation delay pushes the first importer test to 2029, so 2027 cargoes escape it. Here is what changes for US LNG and what…
Oil & Gas
India's strategic petroleum reserves cover about 7 days of refinery runs when full and about 4.5 days at today's fill. Phase 2 would roughly double that.
Energy InsightOil & Gas
US Secretary of State Marco Rubio says Washington will encourage Reliance Industries to refine, and possibly produce, more Venezuelan crude. He visits the Jamnagar refinery on…
Energy InsightMarkets
Brent touched $111.99 a barrel on Tuesday, its highest in five months, after the Houthis claimed strikes on Saudi Aramco sites. It later settled 76 cents…
Energy InsightOil & Gas
Saudi Aramco and Asian refiners are at odds over whether this year's spot purchases count towards term-contract volumes, Bloomberg reports, slowing talks on 2027 supply.
