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Robin Mills

Robin Mills

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Energy economist (Qamar Energy); Middle East oil/gas, policy & pricing

UANI and FDD Back Unconditional Iranian Oil Sanctions Lift
Social•Mar 21, 2026

UANI and FDD Back Unconditional Iranian Oil Sanctions Lift

So now @UANI and @FDD are strongly in favour of lifting sanctions on Iranian oil sales without conditionality

By Robin Mills
US May Import Iranian Oil for First Time Since Carter
Social•Mar 21, 2026

US May Import Iranian Oil for First Time Since Carter

So under this OFAC licence, the US could (though probably won't) import its first Iranian oil since Jimmy Carter https://t.co/7slkt1bAxs

By Robin Mills
Qamar Energy CEO Declares Oil Crisis Unprecedented
Social•Mar 20, 2026

Qamar Energy CEO Declares Oil Crisis Unprecedented

Oil crisis: 'nothing comes close to this', says Qamar Energy CEO https://t.co/tC2I61KQyK via @mattfrei @QamarEnergy

By Robin Mills
Extensive Damage Delays Qatar LNG Return
Social•Mar 18, 2026

Extensive Damage Delays Qatar LNG Return

"Extensive damage"...have to see where this is exactly, but doesn't sound like Qatar's LNG is coming back soon

By Robin Mills
Israel's Strike Risks Iran Retaliation, Global Energy Fallout
Social•Mar 18, 2026

Israel's Strike Risks Iran Retaliation, Global Energy Fallout

Israel's reckless escalation in attacking Iran's South Pars gas facilities - hitting onshore processing facilities for Phases 3-6, gives Iran plausible excuse (if it needed it) to hit back against regional energy facilities Neutrals & world energy consumers will suffer https://t.co/Kx7MytxmEn

By Robin Mills
Drones Strike Majnoon Field, Iraq Faces Escalating Threat
Social•Mar 16, 2026

Drones Strike Majnoon Field, Iraq Faces Escalating Threat

Lots of attention on the GCC - but as drones hit the Majnoon field, what does the war mean for Iraq? A very dangerous time ahead https://t.co/nO2Yr3HQde @ColumbiaUEnergy

By Robin Mills
Iran's South Pars Runs, Qatar's North Field Mostly Offline
Social•Mar 16, 2026

Iran's South Pars Runs, Qatar's North Field Mostly Offline

This shows clearly that South Pars gas field on the Iranian side is operating pretty normally while nearly all the North Field on the Qatari side is shut down, just the domestic gas production probably still running

By Robin Mills
Strait of Hormuz Blockade Endangers Fertilizers, Aluminium, Plastics, Helium
Social•Mar 14, 2026

Strait of Hormuz Blockade Endangers Fertilizers, Aluminium, Plastics, Helium

It's not just oil and gas. What other crucial commodities are under threat from the blockage of the Strait of Hormuz? Fertilisers, aluminium, plastics, helium and more. https://t.co/H1tRNgqzv6

By Robin Mills
Remote Field Chosen over Easier Saudi Oil Sites
Social•Mar 12, 2026

Remote Field Chosen over Easier Saudi Oil Sites

This is curious. It's a big field, but remote and involves flying a dogleg over Saudi or a long way over the UAE. Would have thought Ghawar, Khurais or Abqaiq would be easier targets.

By Robin Mills
Oman's 0.7 Mb/D Oil Exports Risk Disruption
Social•Mar 12, 2026

Oman's 0.7 Mb/D Oil Exports Risk Disruption

Another problem if Oman's ~0.7 Mb/d of oil exports are also interrupted even though outside Hormuz

By Robin Mills
Gulf Nations Navigate Blocked Exports to Keep Energy Flow
Social•Mar 8, 2026

Gulf Nations Navigate Blocked Exports to Keep Energy Flow

How does a major energy exporter cope when its main oil and gas export routes are cut, storage tanks fill up, associated gas stops, & refineries scramble to adjust? How the Gulf countries must juggle their energy logistics to sustain their...

By Robin Mills
IEA and OPEC Clash on Oil Outlook, Shaping 2024 Strategy
Social•Feb 16, 2026

IEA and OPEC Clash on Oil Outlook, Shaping 2024 Strategy

Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year https://t.co/FUAD5TlcG4 @TheNationalNews

By Robin Mills
Kuwait Lags UAE in Oil Capacity, Faces $90.5 Break‑Even
Social•Feb 13, 2026

Kuwait Lags UAE in Oil Capacity, Faces $90.5 Break‑Even

Kuwait's production capacity was ahead of the UAE's in 2010. Now it is 3.2 Mbpd versus 4.85 Mbpd Budget break-even is $90.5 per bbl and oil is 83% of the budget https://t.co/1si82Sc7pF

By Robin Mills