Latest articles from Homayoun Falakshahi
Venezuela's OPEC exit: structurally likely but not now
Iran’s blockade trilemma: endure, escalate or negotiate
What the Strait of Hormuz’s fragile recovery signal means for oil flows and prices
Record oil-on-water volumes limit the next leg higher in crude
Why Iran’s oil production will rebound faster than its neighbours
Iran's crude oil storage buffer is shrinking, but the key pressure valve remains cuts
Why a temporary US-Iran deal looks increasingly likely
The US may not need more strikes on Iran as blockade tightens
What’s behind the UAE’s exit from OPEC?
US blockade: Iran starts feeling the heat
Iran faces forced shut-ins as storage ceiling collides with reservoir constraints
Running out of barrels: cumulative oil losses hit 133 mbbls since the start of the war
Strait of Hormuz shock: Disruption is real but not indefinite
Hormuz shock reprices crude but storage constraints force a fast resolution
~9 mbd at risk: why Mideast Gulf Arab states lobbied to prevent a US strike on Iran
Crude oil: Top 5 market drivers in 2026
Maduro captured: Venezuela’s oil future at a crossroads
Russian oil flows under sanctions: an update two weeks on
