Sector desk
Gulf Energy
Hydrocarbon revenue is the Gulf's funding line, not its ambition. We track what the barrel and the cargo are being converted into, and who is contracted to buy them.
- North Field
- Qatar's LNG expansion and its offtake contracts
- Aramco
- Earnings, dividend policy and downstream spend
- ADNOC
- Ruwais LNG and the move into trading
Coverage
Explainer
31 Aug 2026The Gulf Stopped Selling Barrels, It Started Selling Certainty
Aramco earned $104.7 billion in 2025 and Abu Dhabi built an LNG trading business. What Gulf hydrocarbon revenue is being converted into, and who is contracted to buy the molecules.
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