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Intelligence for the New World Economy

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Intelligence for the New World Economy
Amena Bakr

Amena Bakr

Head of Middle East Energy & OPEC+ research at Kpler

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Amena Bakr is the Head of Middle East Energy & OPEC+ research at Kpler, an independent global commodities trade intelligence company.

Trump’s fossil fuels push opens African energy opportunities

US support for hydrocarbons could accelerate energy projects if African governments can overcome old challenges.
A Sembcorp employee stands near the turret of Tullow Oil’s newly completed Floating Production, Storage and Offloading vessel.Edgar Su/Reuters

Oil bears are missing the market’s underlying strength

OPEC+ production boost, China’s stockpiling, and anemic investment indicate that demand may be stronger than anticipated.
A horse grazes near an oil drilling rig of OzenMunayGaz company in Zhanaozen in the Mangystau region, Kazakhstan, November 14, 2023.Turar Kazangapov/Reuters

Trump tariffs won’t stop Russian oil flow to India

A 50% tariff threat isn’t enough for New Delhi to sacrifice energy, military, and diplomatic ties with Moscow.
Russian President Vladimir Putin with Prime Minister of India Narendra Modi during the Russia-India talks. Photo: Sergei Bobylev, RIA Novosti Sergei Bobylev/RIA Novosti (kremlin.ru)

OPEC feels vindicated by its ‘no peak demand’ forecast

The group’s message from its biennial gathering in Vienna is that the “energy transition” will lean on hydrocarbons for longer than previously expected.
A view of the logo of the Organization of the Petroleum Exporting Countries (OPEC) outside their headquarters in Vienna, AustriaLeonhard Foeger/Reuters

Gulf states aim to provide the power to win the AI race

In the AI battle between the US and China, Abu Dhabi wants to provide the power fueling the revolution.
Attendees at ENACTENACT

Analysis: Trump’s crude paradox vexes his Houston oil base

The president’s focus on lower oil prices is making it harder for US shale producers to “drill, baby, drill.”
Oil rigs sit in a storage yard in the Permian Basin outside of Odessa, TexasEli Hartman/Reuters

Analysis: OPEC+ accelerates supply hike to preserve unity

The group fast-tracks its production increase to reward compliant members with more output, despite global economic headwinds.

Analysis: OPEC+ stays the course, defying market expectations

The oil producer alliance proceeds with a gradual output boost, signaling confidence in oil demand growth.

Analysis: OPEC+ won’t bow to Trump

The bloc and its partners will stick to its playbook, prioritizing market stability and cohesion over politics.