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market
OPEC+ Raised August Output by 188,000 Barrels. Several Outlets Reported a Cut.
OPEC+ agreed a 188,000 bpd production increase for August 2026 at its 5 July virtual meeting, the fifth consecutive monthly rise. Several outlets reported it as a cut. This is the correction, the quota-versus-actual gap that makes the increase largely paper barrels, and how to reconcile the conflicting output series.
editorial
The War Dividend: Aramco’s $33.6 Billion Quarter and the Oil Dependency Vision 2030 Cannot Escape
Aramco’s Q1 2026 profit surge, East-West Pipeline rerouting, and Saudi fiscal deficit expose the central contradiction of Vision 2030: the post-oil transformation still runs on oil.
editorial
When the Drones Came Home: How the Iran War Exposed the Fragility of Vision 2030
The 2026 Iran crisis reveals Vision 2030's vulnerability: Ras Tanura within missile range, 90% oil dependency, and broken strategic assumptions.