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Published Notes and In-Depth Reports

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Summary: U.S. President Donald Trump announced on 2/4/2025 a universal 10% tariff on all imports into the U.S., triggering an urgent recalibration within the UAE’s political and economic circles.UAE President ...

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Summary: The UAE and the U.S. have announced the establishment of a $1.4 trillion investment framework, following Sheikh Tahnoon Bin Zayed’s meeting with U.S. President Donald Trump on 18/3/2025.The energy sec...

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Summary: UAE’s energy leadership maintains a unified public front. However, internal relations are more complex than they appear.The balance of power in Abu Dhabi’s energy decision-making is shifting, consolid...

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Summary: Saudi Aramco is expanding its LNG footprint through strategic investments and supply agreements, with key players like TotalEnergies and other International Oil Companies (IOCs) competing with each ot...

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Summary: Saudi Aramco is reassessing its financial strategy amid lower oil prices and recent dividends cut for 2025.The company is exploring options to re-increase dividends to shareholders while ensuring...

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Summary: The Ruwais LNG Project is on track to play a pivotal role in ADNOC’s expanding presence in the global LNG market.ADNOC is progressing through critical stages focusing on project development, strategic...

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Summary: ADNOC has set strategic goals for 2025, focusing on its efforts to expand its global natural gas footprint.The note explores ADNOC’s key projects, including the Ruwais LNG initiative and potential par...

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Summary: Understanding the key players within the Abu Dhabi National Oil Company (ADNOC) is essential for International Oil Companies (IOCs) to navigate the complexities of the UAE's energy market and secure s...

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Summary: After the U.S.-brokered Lebanon-Israel ceasefire agreement, UAE President Sheikh Mohammad Bin Zayed (MBZ) offers his insights on the deal.MBZ reveals ADNOC’s interest in the Eastern Mediterranean...

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Summary: UAE’s ADNOC is considering selling 3 to 5% shares in ADNOC Gas unit, and raising more than $3 billion in a bid to improve ADNOC Gas’ value by a wider shareholder base and entering broader market index...

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