UAE leaves OPEC from May 1, 2026: end of the oil cartel? https://ymaho.com/uae-leaves-opec-from-may-1-2026-end-of-the-oil-cartel
The Emirates announced a break with OPEC and OPEC+ for national interests. The share of production is slipping out of control. Find out why while the strait is closed it is just a scandal, and after the UAE's victory the battle for market share will begin.
OPEC+ production quotas: why they are unfeasible when the Strait of Hormuz is closed https://ymaho.com/opec-production-quotas-why-they-are-unfeasible-when-the-strait-of-hormuz-is-closed
Analysis: OPEC+ raises oil quotas, but the closure of the Strait of Hormuz makes them unrealistic. Who loses and who wins? Insights and forecasts.
Brent oil price fell below $102: reasons for the drop https://ymaho.com/brent-oil-price-fell-below-102-reasons-for-the-drop
Analysis of Brent oil collapse below $102 per barrel: OPEC+ breakup, non-cartel production growth, and China demand decline. Get price forecast for 30 and 90 days.
Brent crude rose above $112 on US plans to blockade Iran https://ymaho.com/brent-crude-rose-above-112-on-us-plans-to-blockade-iran
Oil prices rise for 8 consecutive sessions after Trump's order for a prolonged blockade of ports. A deficit of 10 million barrels will increase inflation to 5.8%. Find out why the World Bank raised its forecasts and how the UAE's exit from OPEC rocked the market.
Oil steadily above $100 due to double blockade of the Strait of Hormuz https://ymaho.com/oil-steadily-above-100-due-to-double-blockade-of-the-strait-of-hormuz
Brent $105, WTI $100. The blockade of the strait removed 10 million barrels per day. The World Bank forecasts a 24% price increase. Find out why Goldman Sachs expects a deficit of 9.6 million bpd and how the UAE's exit from OPEC will hit the market.
Rift in the Gulf: Saudi Arabia and Qatar Refused the UAE in War with Iran https://ymaho.com/rift-in-the-gulf-saudi-arabia-and-qatar-refused-the-uae-in-war-with-iran
Why Riyadh and Doha Answered 'This Is Not Our War' to the Request of the UAE and the USA. Analysis of the Consequences of the Collapse of the Gulf Security Architecture and Forecast for the Oil Market.
Brent oil at $108: blockade of the Strait of Hormuz and forecast https://ymaho.com/brent-oil-at-108-blockade-of-the-strait-of-hormuz-and-forecast
Brent prices reached $126, then retreated to $108 due to the crisis in the Persian Gulf. Find out how the blockade of the Strait of Hormuz threatens global oil supplies. Situation analysis and forecast.
Brent oil $126: reasons for the jump and price forecast https://ymaho.com/brent-oil-126-reasons-for-the-jump-and-price-forecast
Why Brent oil jumped to $126, while the physical market remained overheated. Analysis of illiquidity, sanctions, and scenarios at $135. Find out who wins in a crisis.
Oil prices below $102: record drop in inventories https://ymaho.com/oil-prices-below-102-record-drop-in-inventories
Oil corrected to $101, but IEA sounds alarm over record inventory drawdown. Find out why the market expects a price explosion and how to prepare for it.