Robin Mills
@robinmills.bsky.social
Middle East energy guru. CEO of Qamar Energy, fellow Columbia Center on Global Energy Policy, author 'The Myth of the Oil Crisis' & 'Capturing Carbon'; columnist The National, weekly newsletter https://www.thenationalnews.com/newsletters/energy-this-week
Are new US conditions going to blow up the Saudi civil nuclear cooperation deal? But as China and Russia watch, the US is not the only critical player www.thenationalnews.com/business/ene... #energysky @thenationalnews.com
How US conditions on Saudi nuclear accord could torpedo the deal | The National
Washington needs to resolve the fissure between its goals in business, geopolitics and non-proliferation
thenationalnews.com
TODAY at 10 AM ET: Beyond the Strait: The Future of Global Energy Security with Carole Nakhle, @robinmills.bsky.social, Adnan Shihab-Eldin, moderated by Kate Dourian. Join us! agsi.org/events/beyon...
Beyond the Strait: The Future of Global Energy Security - AGSI
On August 11, AGSI will host a discussion on global energy markets.
agsi.org
Tomorrow: “Beyond the Strait: The Future of Global Energy Security” with Carole Nakhle, @robinmills.bsky.social, Adnan Shihab-Eldin, moderated by Kate Dourian. Join us! agsi.org/events/beyon...
Beyond the Strait: The Future of Global Energy Security - AGSI
On August 11, AGSI will host a discussion on global energy markets.
agsi.org
On August 11, AGSI will host a discussion on global energy markets with Carole Nakhle, @robinmills.bsky.social, Adnan Shihab-Eldin, moderated by Kate Dourian. Register today. agsi.org/events/beyon...
Beyond the Strait: The Future of Global Energy Security - AGSI
On August 11, AGSI will host a discussion on global energy markets.
agsi.org
After the death of Sir Ian Wood & bp's decision to exit the UK offshore, @andyburnham.bsky.social can take a political, environmental & economic win: revive the North Sea, get jobs & tax, neutralise Reform & Con, help pay for net-zero #energysky www.energyconnects.com/opinion/thou...
The North Sea: reclaiming Britain’s offshore legacy before the lights go out
The death of Sir Ian Wood on 26 July, and bp’s announcement on 31 July that it will sell its North Sea assets, mark the end of an era. In 1967, Sir Ian took
energyconnects.com
What do you do when the Strait of Hormuz is blocked and you can't export gas? Bypass pipelines don't work, so... LNG outside the Strait Chemicals by train & truck to port Gas by wire (electricity) Gas by cable (data) #energysky
How UAE's Adnoc is building a gas strategy beyond the Strait of Hormuz | The National
While there's hope the waterway will soon reopen to normal commerce, the perception of threat remains
thenationalnews.com
Iran & Oman are talking about a plan to re-open the Strait of Hormuz. The Sultanate has been the big economic gainer from the war. How did it do that? Is that going to continue? @gulfstatesinst.bsky.social #energysky agsi.org/analysis/oma...
Oman in the War - AGSI
Oman has benefitted from the U.S.-Israeli war with Iran, but continued conflict and Oman’s highwire neutrality balancing act mean that the sultanate’s economic windfall is still in danger.
agsi.org
New strait problem: US playing wrong moves on Gulf chessboard again www.thenationalnews.com/business/ene... @thenationalnews.com #energysky
New strait problem: US playing wrong moves on Gulf chessboard again | The National
The war around Hormuz is still far from checkmate for either side
thenationalnews.com
Gulf oil & LNG shipping fleets are a key asset, have become an essential strategic tool during the war - but also a target With the renewed threat in the Bab Al Mandab, will the Gulf NOC tankers keep sailing? www.agbi.com/opinion/ship...
The high-stakes tanker trade that keeps oil flowing through Hormuz
Strategic control of ships – especially oil tankers – is a critical factor in the next phase of the struggle for the Strait of Hormuz
agbi.com
The deaths of Emir Hamad & Abdullah Al Attiyah mark the end of Qatar LNG's golden era. Expansion plans and market oversupply already meant change and challenge for Qatar's LNG sector. Now it contends with physical danger agsi.org/analysis/qat... #energysky @gulfstatesinst.bsky.social
Qatar LNG Past & Future - AGSI
As Qatar looks to the future, it will have to assess the battered landscape of the global LNG industry, reassure its customer base, and rethink its approach for a very different market.
agsi.org
No VAR reviews: Argentina, the Falkland Islands and oil wins www.thenationalnews.com/business/ene... @thenationalnews.com #energysky
No VAR reviews: Argentina, the Falkland Islands and oil wins | The National
Falklands’ tortuous road to crude may be nearing fulfilment
thenationalnews.com
Ukraine's refinery offensive is draining the Russian war machine - 90% of Russia's pre-war refining capacity now within range of Ukrainian drones & missiles - July refining output more than 40% below pre-war levels
Ukraine's refinery offensive is draining the Russian war machine | The National
The latest phase of the war is disrupting fuel supplies at home while tightening refined product markets abroad
thenationalnews.com
The US at 250 - the ageing energy champion faces a new challenger www.energyconnects.com/opinion/thou... #energysky
The United States at 250: what next for its energy sector?
The 4th of July this year marked the US’s 250th birthday. For almost exactly half that time, it has been the champion of global energy. With a bold shift toward
energyconnects.com
Syria’s solar boom is redefining Middle East’s energy model www.thenationalnews.com/business/ene... @thenationalnews.com #energysky
Syria’s solar boom is redefining Middle East’s energy model | The National
It reflects a wider trend in crisis-hit countries such as Lebanon, Yemen and Pakistan, where unreliable grids have fuelled rooftop solar adoption
thenationalnews.com
Iran got what it wanted from the US deal. Can it grasp its chance for economic recovery? www.thenationalnews.com/business/eco... @thenationalnews.com #energysky
Iran got what it wanted from the US deal. Will it squander its chance for economic recovery? | The National
Tehran's needs are enormous, with ageing oilfields needing recovery and new explorations waiting
thenationalnews.com
Start your engines? Hormuz may not be all-clear yet www.agbi.com/opinion/oil-...
Markets should not assume the danger in Hormuz has passed
The reopening of Hormuz may prove to be a genuine peace or simply a pause. Energy markets are remaining cautious
agbi.com
The Hormuz war has bent the global metals industry out of shape #energysky @thenationalnews.com www.thenationalnews.com/business/ene...
The Strait of Hormuz may be about to reopen - but Gulf countries want to make sure it doesn't matter again. The great rerouting and the new spaghetti junction of pipelines, roads and rail gulfif.org/rerouting-th... #energysky
Rerouting the Gulf Economy - Gulf International Forum
One simple maritime channel is being transformed into a spaghetti junction. Expanded and new pipelines, roads, railways, and ports are sprouting across the Gulf in...
gulfif.org
What would Abdullah bin Hamad Al Attiyah, architect of Qatar's LNG industry, who died last month, have thought of the current crisis and the impending glut? www.energyconnects.com/opinion/thou... #energysky
The Ras Laffan reckoning: the reshuffling of the global LNG map
In his latest column, Robin Mills examines the impact of recent attacks on Qatar’s LNG infrastructure and the temporary closure of the Strait of Hormuz on
energyconnects.com
How the Gulf crisis and a hot year are changing the energy debate www.thenationalnews.com/business/ene... @thenationalnews.com #energysky
How the Gulf crisis and a hot year are changing the energy debate | The National
Climate extremes and war-driven disruption in the region are exposing the weaknesses of Europe's energy strategy
thenationalnews.com
The Beijing way: China is quietly calming global oil markets - for now www.thenationalnews.com/business/ene... @thenationalnews.com #energysky
The Beijing way: China is quietly calming global oil markets | The National
Strict mandates, pricing and guidance to balance economic growth and energy security are part of mix
thenationalnews.com
What has Julius Caesar's victory at Alesia in 52 BCE got to do with the Gulf blockades? (hint: not the strategic acumen of the combatants)
Al Zaidi takes PM hot seat as blockaded Iraq faces its worst times in over a decade www.agbi.com/opinion/oil-... #energysky
Al-Zaidi takes power as Iraq's crisis deepens
Iraq's new prime minister has a lot on his plate: oil exports shut down, electricity about to go off, the budget in peril
agbi.com
The OPEC of 1973 or even 1982 is gone After the UAE's exit, time for the organisation to set a more modern and realistic goal www.energyconnects.com/opinion/thou... #energysky
Beyond the quota: OPEC and the quest for balancing the oil market
Modern commentators think of OPEC entirely as a market management mechanism, often referring to it as a cartel. But for the first 22 years of its existence
energyconnects.com
The world's oldest pearl testifies to 8000 years of Gulf trade Now Strait of Hormuz disruption is forcing Gulf transit towards pipelines and rail Maritime trade routes are re-orienting towards land The land routes are more expensive and not always practical, but the Strait's importance is eroding
www.thenationalnews.com/business/ene... @thenationalnews.com #energysky Why is oil so cheap? - Unpublicised release of China strategic stocks - Petrochem & aviation demand destruction - Refiners cutting back runs (but have to buy eventually) - Overly optimistic views of rapid re-opening of Hormuz
Don't be fooled by cheap oil | The National
During the Iran war, Brent crude averaged $101 in March, $118 in April and under $106 so far this month
thenationalnews.com
Opec’s future in question as the UAE builds its own energy system www.thenationalnews.com/business/ene... @thenationalnews.com #energysky
Opec’s future in question as the UAE builds its own energy system | The National
The oil cartel has a chance where it wants to be at the end of the war. It could reinvent or fade
thenationalnews.com
Opec’s future in question as the UAE builds its own energy system www.thenationalnews.com/business/ene... @thenationalnews.com
Opec’s future in question as the UAE builds its own energy system | The National
The oil cartel has a chance where it wants to be at the end of the war. It could reinvent or fade
thenationalnews.com
- The UAE’s departure demonstrates a different view of the future of oil, and how to respond. - OPEC kept strict production cuts in place for too long - UAE wants to bring hydrocarbons to market ahead of weakening long-term demand www.agbi.com/opinion/ener...
Why the UAE left Opec
War and political tensions are not the reason for the UAE’s decision to leave Opec – its price and output goals are now in its own hands
agbi.com
Are Iran's oil wells going to "explode" because of the US blockade? Is it going to lose production capacity permanently from shutting in fields? www.energypolicy.columbia.edu/irans-oil-se... @columbiauenergy.bsky.social @qamarenergy.bsky.social #energysky
Iran's Oil Sector Can Likely Weather Production Shut-ins, but Gas Fields Are at Risk - Center on Global Energy Policy at Columbia University SIPA | CGEP %
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