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Letter from Iran: Nuclear miscalculation
The regime’s policy of using nuclear ambiguity as a deterrent may have failed but it has realised it has other cards to play, while its neighbours are reappraising their approach to security
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The region’s gas producers are investing heavily in the fuel in order to satisfy burgeoning demand resulting from economic growth and a shift to cleaner fuels
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The diesel crisis
By shutting the Strait of Hormuz, Iran has cut exports of distillate-rich Middle Eastern crude, jet fuel and diesel, and is holding the energy market hostage
Middle East oil vulnerabilities have been exposed
The killing of Iran’s Supreme Leader Ayatollah Khamenei in US–Israeli strikes marks the most serious escalation in the region in decades and a bigger potential threat to the oil market than the start of the Russia-Ukraine crisis
How Hormuz chokehold threatens LNG buyers
A potential blockade of the Strait of Hormuz following the escalating US-Iran conflict risks disrupting Qatari LNG exports that underpin global gas markets, exposing Asia and other markets to sharp price spikes, cargo shortages and renewed reliance on dirtier fuels
Letter from the Middle East: Aramco provides big global gas reveal
The Saudi energy leader’s announcement of first production at Jafurah and the launch of operations at the Tanajib Gas Plant marks a turning point not just for the company, but for the world’s energy landscape
Letter from Iran: Testing times for Tehran-Beijing crude dynamics
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Letter from Saudi Arabia: Big oil meets big shovel
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Explainer: Iran’s indispensable energy role
The country’s global energy importance and domestic political fate are interlocked, highlighting its outsized oil and gas powers, and the heightened fallout risk
Saudi Arabia Iran Donald Trump
Gerald Butt
11 May 2018
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Saudis claim diplomatic victory on Iran

The kingdom says Trump's decision to withdraw from the Iran nuclear deal vindicates its long-standing regional strategy

In a banner article on its front page on Friday, the daily Al-Riyadh newspaper, which reflects the thinking of the royal court, praised the US president for taking his country out of the Iran accord—or what it called "the flawed nuclear deal". The article, written by the paper's political editor, went on to describe the White House decision as "a victory for Saudi diplomacy". The kingdom, the writer continued, had exposed "the major drawbacks to the agreement". Furthermore, Saudi diplomacy had succeeded, while "diplomatic efforts by France, Germany and the United Kingdom to win Trump over had failed". During a recent visit to France, Crown Prince Mohammed bin Salman said the Iran nuclear dea

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