Energy & Oil

Aramco’s $53 Billion Cash Floor Cannot Survive a Summer at $95 Brent

DHAHRAN — Saudi Aramco will disburse $21.89 billion to shareholders on June 9, and its cash reserves will drop from $75.2 billion to approximately $53.3 billion — the...

June 6, 2026

Energy & Oil

OPEC+ Adds Supply Saudi Arabia Cannot Produce at Prices It Cannot Survive

Energy & Oil

The IMF Just Made Saudi Arabia’s Recovery Conditional on Iran Opening the Strait of Hormuz

Energy & Oil

Washington Has Drained 58 Million Barrels of Emergency Oil. The Iran Deal It Needs Is the One Saudi Arabia Cannot Afford.

Energy & Oil

Energy & Oil

Aramco’s $53 Billion Cash Floor Cannot Survive a Summer at $95 Brent

OPEC+ Adds Supply Saudi Arabia Cannot Produce at Prices It Cannot Survive

The IMF Just Made Saudi Arabia’s Recovery Conditional on Iran Opening the Strait of Hormuz

Washington Has Drained 58 Million Barrels of Emergency Oil. The Iran Deal It Needs Is the One Saudi Arabia Cannot Afford.

OPEC Meets on Saturday. The Bill Arrives on Monday.

Saudi Arabia Just Lost the Only OPEC Partner That Made Its Cuts Credible

Oman Reports Suspected Mine in Hormuz Inbound Lane

Aramco’s Dividend Is Now Larger Than Its Cash Flow

Saudi Arabia Borrowed for a Budget That No Longer Exists

Iran’s Hormuz Toll System Charges $2 Million for Saudi Crude and Exempts India

Chevron CEO Confirms Unreported Attacks at Hormuz This Week

The Invisible Blockade — How Hormuz Closed Without Anyone Ordering It Shut

Aramco Solved Hormuz and Lost Asia

$97 Brent — and Saudi Arabia’s Record $33.5 Billion Deficit

Saudi Q1 GDP Shows 0.2% Private Non-Oil Growth as Deficit Hits Record

The Quota Saudi Arabia Cannot Pump

Aramco Has 25 Days Before the Oil Market Slips to 2027