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Latest articles in Qatar

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

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

Qatar: Inflation accelerates to 1.0% y/y in April

Consumer prices increase after 15 months of deflation. Higher transportation prices push overall inflation up. Housing and utility costs decrease again and are likely to continue decreasing.
EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 17 May 2021

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