"If fully implemented, these projects would significantly expand the Kurdistan Region’s gas production capacity to around 1 billion cubic feet per day over the second half of the decade" @johnvbowlus@KrdChroniclekurdistanchronicle.com/babat…
My latest piece for Energy Straits traces the Reagan parallel — the pipeline diplomacy, the allied fractures, the Saudi windfall no one engineered — and asks what it means for energy dominance today.
energystraits.substack.com/p…
Iraq's pipeline problem is fifty years old. Hormuz makes it urgent.
New on Energy Straits — how the IPC's 1972 commercial squeeze and a Syrian transit dispute explain why a Baghdad-Ankara pipeline deal is now inevitable.
energystraits.substack.com/p…
The Strait of Hormuz is unlikely to “reopen” cleanly.
My base case: 2–4 months of disrupted transit, even with continued U.S. pressure on Iran.
The real risk is something more durable: persistent insecurity in global energy flows.
Full analysis: energystraits.substack.com/p…
Such an easy problem to solve if there is political will, which comes from mutual economic gains. Turkey's latest round of deals make this more likely than ever, but still unlikely - have to see it to believe it reuters.com/world/greece-tur…
Long overdue but nonetheless welcome. Turkish state energy company BOTAS and Egypt's natural gas company (EGAS) held talks during President Tayyip Erdogan's Cairo visit and agreed to deepen cooperation, BOTAS said on Thursday. nasdaq.com/articles/turkeys-…
Modern human history (last ~2000 years or so) is essentially driven by two militant empires: the Romans and the Mongols. The Ottomans are the only power who temporally synthesized these two empires. #RomanEmpire#MongolianArmy#Ottoman#history