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Iran and Israel conflict worsens as each tries to shape the next US nuclear deal

Israel's cyberattack against the Natanz nuclear facility in Iran, maritime attack against the Saviz vessel in the Red Sea, and airstrikes against Iranian-linked assets in Syria all point to a more intense phase of conflict with Iran that coincides wi...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 April 2021
Iran and Israel conflict worsens as each tries to shape the next US nuclear deal
Iran and Israel conflict worsens as each tries to shape the next US nuclear deal

Oil price rally turns GCC fiscal balances positive for now, reform still a must

However, the oil price rally does not herald a new paradigm on which to base an investment strategy over the next one to three years: OPEC+ discipline is fragile (and highly dependent on Saudi), demand recovery post-Covid is likely to be a stuttering...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 8 March 2021
Oil price rally turns GCC fiscal balances positive for now, reform still a must
Oil price rally turns GCC fiscal balances positive for now, reform still a must

Aluminium Bahrain: Q4 20 update – Weak dollar, global recovery support aluminium prices

We update our estimates for Aluminium Bahrain (Alba) post a Q4 20 net profit of BHD32mn. While we have seen steady increases in alumina prices as economic activities boost demand (in line with our expectations), the current ratio to aluminium prices ...
Tellimer Research Vahaj
Vahaj Ahmed @ Tellimer Research 19 February 2021

Aluminium Bahrain: Q4 20 preview – Global aluminium price recovery to bolster performance

Aluminium Bahrain (ALBA) will report Q4 20 results on 10 Feb 2021. Following the increase in global aluminium prices, we estimate that Alba's realised prices averaged US$1,980/tonne in Q4 20 as compared to US$1,777/tonne in Q3 20. This offset slightl...
Tellimer Research Vahaj
Vahaj Ahmed @ Tellimer Research 3 February 2021

UAE aluminium exempted from US import tariff as Trump leaves office

In his final hours at the White House, outgoing US President Donald Trump exempted the United Arab Emirates (UAE) from 10% tariffs on aluminium imports. Two weeks ago, EGA successfully ramped-up production at its new US$3.3bn alumina refinery to its ...
Tellimer Research Vahaj
Vahaj Ahmed @ Tellimer Research 21 January 2021
UAE aluminium exempted from US import tariff as Trump leaves office
UAE aluminium exempted from US import tariff as Trump leaves office

Israel's hardline shift is bad news for the Middle East

Benjamin Netanyahu's Likud party, with a range of 23% to 30% Knesset seats over the last decade or so, has often relied on coalition partners. But this time, parties further to the extreme than Likud are registering, collectively, over 35% in recent ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 10 January 2021
Israel's hardline shift is bad news for the Middle East
Israel's hardline shift is bad news for the Middle East