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Middle East security risks unchanged by US withdrawal from Afghanistan

Should governments in the Middle East that are allied, or at least aligned, with the US be more concerned for their security following the final US withdrawal from Afghanistan? Or, at least, no more than they were before recent images from Kabul airp...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 24 August 2021
Middle East security risks unchanged by US withdrawal from Afghanistan
Middle East security risks unchanged by US withdrawal from Afghanistan

Saudi-UAE split: OPEC+, Dubai, Israel, Iran, US Shale and inflation implications

OPEC has pulled an eleventh-hour rabbit out of the hat many times before, and it will need to do so again to bring the UAE back into the fold this time. The UAE is the fourth-largest producer in OPEC+ and wants its quota to reflect the over 20% capac...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 5 July 2021
Saudi-UAE split: OPEC+, Dubai, Israel, Iran, US Shale and inflation implications
Saudi-UAE split: OPEC+, Dubai, Israel, Iran, US Shale and inflation implications

Oil price up but more OPEC+ output increases and Iran exports unlikely this year

The oil market is relieved that on 1st June OPEC+ stuck to its existing trajectory for easing output restraint and that there does not appear to be an imminent signature of a new Iran Nuclear Deal. This leaves a supply shortfall of 0.9mbpd into which...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 2 June 2021
Oil price up but more OPEC+ output increases and Iran exports unlikely this year
Oil price up but more OPEC+ output increases and Iran exports unlikely this year

ESG Oil wins just shift value to National Oil unless carbon consumption is taxed

Old-fashioned "Big Oil" proponents, who always argue for pushing out the date for "peak oil", suffered three setbacks on 26 May from the climate activist and ESG investor camp. Exxon Mobil saw nominations of two new Board members (out of twelve) to r...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 31 May 2021
ESG Oil wins just shift value to National Oil unless carbon consumption is taxed
ESG Oil wins just shift value to National Oil unless carbon consumption is taxed

International Energy Agency calls time on Oil

The IEA published its opinion (18 May) on how the world can transition to an energy supply system with overall zero emissions of carbon dioxide by 2050 in order to meet the 2016 Paris Climate Agreement target of limiting the increase in global temper...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 20 May 2021
International Energy Agency calls time on Oil
International Energy Agency calls time on Oil
Flash Report / MENA

Yalla's short sellers are barking up the wrong tree

Yalla Group, the MENA-focused social network company, faced two damning reports from short sellers on the same day, and the stock fell 7% to its lowest level in 2021. Yalla's audit partner is inexperienced and has a history of auditing companies embr...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 20 May 2021
Yalla's short sellers are barking up the wrong tree
Yalla's short sellers are barking up the wrong tree