Category
Ends, ways and means for Riyadh’s shift from mega-projects to portfolio rationalisation, February–September 2026 ABSTRACT On 15 April 2026 Saudi Arabia’s Public Investment Fund (PIF) approved a 2026–2030 strategy that moved its…
Nominal versus usable capacity on four Hormuz bypass routes, and the role Türkiye can claim ABSTRACT Restricted transit through Hormuz since March 2026 has tied Gulf crude exports to four overland bypass…
Ends, ways and means for Türkiye, with Saudi Arabia’s parallel problem, as Hormuz and the Red Sea both bind, September 2026 to 2027 ABSTRACT Since July 2026 Gulf energy has reached world…
Ends, ways and means for Riyadh’s two-layer external guarantee after the September 2026 Houthi escalation, with implications for Ankara ABSTRACT Between November 2025 and August 2026 Saudi Arabia built two external guarantees:…
US LNG’s shift from Europe to Asia, the Atlantic-basin price link and four sourcing steps for Türkiye, March–September 2026 ABSTRACT When restricted Hormuz transit cut Qatari and Emirati LNG in 2026, the…
From transit leverage to pricing hub: Kirkuk–Ceyhan allocation versus flow, and four steps for Türkiye ABSTRACT The restriction of Hormuz transit from March 2026 raised the bargaining value of Kirkuk–Ceyhan, Iraq’s export…
India’s oil–dollar double squeeze as a comparator, June–September 2026, and four steps for Türkiye ABSTRACT Energy-importing emerging economies faced two simultaneous pressures in 2026: a higher dollar price of oil and tighter…
Ends, ways and means for Türkiye after the 2026 oil shock: electric vehicles, nuclear power and rare earths, March–September 2026 ABSTRACT The restriction of Hormuz transit from early March 2026 revived the…
China’s independent stock use versus IEA coordination, March–September 2026, and four steps for Türkiye ABSTRACT In the 2026 Hormuz crisis consumer-country oil stocks became the fastest tool against supply loss, but they…
From Reserve Size to Processing Capability ABSTRACT Network power in supply chains concentrates where substitution is hardest, which in rare earths is separation rather than extraction. This paper applies that logic to…
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