Middle East Oil & Gas Key Analysis

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Tight Gas To Displace Shale

Aramco's strategic shift away from shale gas and towards tight gas will offer a more economically viable route to unconventional resource development. However, given various technological and...

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Onshore Gas Stagnates As Shell Divests

Shell's exit from the Kidan gas development JV highlights the effects of unattractive state-set gas prices on Saudi's gas sector. In the absence of adequate pricing reform, we predict slow progress...

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No Immediate Threat To Oil Supply

We see no immediate threat to Iraqi oil supplies from attacks by the Islamist militant group ISIS, and we maintain our Brent forecast of USD108/bbl for 2014. We do not expect major gains for ISIS in...

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Oil Break Out: All Eyes On Iraq

We anticipate additional gains for Brent crude prices in the coming weeks. The advance of ISIS across major Iraqi cities is pushing Brent prices higher as the geopolitical risk premium is getting...

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Nuclear Talks: Regional Implications

A breakdown or a breakthrough in nuclear talks between Iran and the P5+1 will have immense regional implications. Increased economic opportunities from a breakthrough would significantly benefit Gulf...

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Growing Energy Connections With China

We see upside risk to the UAE oil production forecast following the joint venture between ADNOC and CNPC, which will bring fresh investment to the country's upstream. The deal also highlights the...

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