by Ausaf Sayeed | Jul 20, 2026 | Uncategorized
Only 2 Gulf states can pipe oil around Hormuz. Saudi Petroline is maxed at 7 mb/d; the UAE’s new Fujairah line won’t double capacity until 2027. Kuwait, Iraq, and Qatar have no exit — and LNG has none at all. For half a century, the Strait of Hormuz was...
by Ausaf Sayeed | Jun 18, 2026 | Energy Security, Geopolitics
The Islamabad Memorandum has stopped a war and reopened the Strait of Hormuz — a real achievement. Much remains to be negotiated, but for India, the opening it creates is genuine: a chance to secure energy, revive Chabahar, and shape the order ahead. When US President...
by Ausaf Sayeed | Apr 10, 2026 | Geopolitics, India, Iran, Middle East, West Asia
When President Trump announced a two-week ceasefire with Iran on April 7, 2026 — barely ninety minutes before his own military strike deadline expired — the world heaved a sigh of relief. Oil prices plunged 14–16 per cent. Equity markets from Tokyo to Frankfurt...
by Ausaf Sayeed | Oct 30, 2024 | Energy, Geopolitics, Iran
The Strait of Hormuz, a narrow waterway connecting the Persian Gulf to the Gulf of Oman and the Arabian Sea, plays a pivotal role in global energy trade and security. Its strategic importance stems from its position as the primary route for oil and gas exports from...
