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Latest articles in Iraq
Flash Report - Fixed Income / Global

Kurdistan payments to oil companies at risk as KRG-Baghdad dispute reignites

Iraq and Kurdistan fall out again on federal budget transfers to the region. According to Argus Media and Kurdistan 24, the Kurdistan Region of Iraq has not fulfilled its part of the deal in 2020 and the federal government instructed t...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 1 May 2020
Kurdistan payments to oil companies at risk as KRG-Baghdad dispute reignites
Flash Report - Fixed Income / Global

Kurdistan oil & gas: KRG resumes monthly payments

Oil & gas companies operating in the Kurdistan Region of Iraq received payments last week for March 2020 oil shipments, according to Genel, Gulf Keystone and ShaMaran. This indicates a change of the payment terms, reducing the period between ship...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 20 April 2020
Kurdistan oil & gas: KRG resumes monthly payments – positive
Flash Report - Fixed Income / Global

Kurdistan Oil & Gas: Cash is king

Two weeks ago, we shared our initial assessment of the oil price shock implications for the oil & gas companies operating in the Kurdistan Region of Iraq, in which we identified the businesses better prepared for a prolonged period of low oi...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 30 March 2020
Kurdistan Oil & Gas: Cash is king
Flash Report / Global

What lower oil prices mean for Kurdistan oil & gas

An unfortunate combination of the oil price war and the COVID-19 pandemic has sent Brent below US$35/bbl, causing a sell-off in the high yield debt of exploration and production (E&P) companies. Prices of Iraq sovereign bonds (Sell) and Kurdistan...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 12 March 2020
Strategy Note / Global

Iran: Elections will not reshape policy or regional risk

The upcoming Iranian parliamentary election will likely result in higher representation for hardliners. But we do not expect any change in regional geopolitical or oil supply risk to result directly from this. Despite tremendous economic stress,...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 February 2020
Iran: Elections will not reshape policy or regional risk
Fixed Income Analysis / Global

Kurdistan: Oil & gas companies receive their government payments

Independent oil & gas companies operating in Kurdistan have received their second payment from the government in 2020, according to disclosures made by Genel, Gulf Keystone and Shamaran Petroleum. This further eases concerns about Kurdistan&rsquo...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 5 February 2020