Category
OPEC+ quota decisions, IEA spare capacity data and the Saudi export ceiling, August–September 2026 ABSTRACT This brief compiles the verifiable record on oil spare capacity and OPEC+ quotas for August–September 2026 and…
The 10–11 September outage, the Yanbu terminal ceiling, the restart timeline and the limits of bypassing Hormuz ABSTRACT This brief compiles what is verifiable about Saudi Arabia’s East–West pipeline and the Yanbu…
The unravelling of the 2022 truce, the Taiz–Mocha–Bab el-Mandeb axis and humanitarian figures by period and source ABSTRACT This brief compiles the unravelling of Yemen’s 2022 truce in July 2026 and the…
Attacks on Saudi territory, Saudi responses and the verification status of claims, July–September 2026 ABSTRACT This brief compiles Houthi attacks on Saudi territory between 20 July and 26 September 2026 and sorts…
EU storage series by date and provider, TTF prices by series, and the Commission’s assessments, March–September 2026 ABSTRACT This brief compiles the EU gas storage figures reported between August and September 2026,…
Brent forecasts by the EIA, investment banks and international institutions, July–September 2026 ABSTRACT This brief compiles Brent forecast revisions published between July and September 2026 by the EIA, five banks and three…
Separating physical capacity loss from transit loss in Qatar’s LNG supply, January–September 2026 ABSTRACT This brief compiles the verifiable record on Qatar’s 2026 LNG export loss and separates two components that market…
The 426 mb IEA collective release against a 507 mb global stock draw, March–September 2026 ABSTRACT This brief compiles the record on the IEA collective stock release of 11 March 2026 and…
The energy component of Türkiye’s current account in June–August 2026 data and the MTP 2027–2029 deficit path ABSTRACT This brief updates the earlier first-half external balance brief with June–August 2026 data, compiling…
Beylikova, the Separation Bottleneck and Türkiye’s Emerging Raw Materials Strategy ABSTRACT This brief compiles what is verifiable about the Beylikova rare earth project and places it against the structure of the global…
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