News
The Geneva Brief
- The Geneva Brief — Issue 039 | Thursday, 14 May 2026 Daily MENA intelligence: OPEC cuts 2026 demand and UAE exits the bloc; urea hits four-year high; lithium up 50% YTD; PIF $9bn green bond allocated; Masdar 100 GW push.
- The Geneva Brief — Issue 038 | Tuesday, 12 May 2026 Daily MENA intelligence — Hormuz disruption, fertilizer index +30%, OCP Khemisset potash, Gulf SWF recalibration, NEOM Green Hydrogen at 80%+.
- The Geneva Brief — Issue 037 | Monday, 11 May 2026 Daily MENA intelligence — Hormuz oil shock, ADB critical minerals financing, Diriyah contract, fertilizer disruption, Iran negotiations.
- The Geneva Brief — Issue 036 | Friday, 8 May 2026 Geneva CSR daily intelligence: MENA renewables +44%, Masdar 5.2 GW solar+storage, US $20bn Hormuz reinsurance, FAO wheat outlook trimmed, PIF NEOM rethink.
- The Geneva Brief — Issue 035 | Thursday, 7 May 2026 Geneva CSR daily intelligence: Brent eases to $100, India phosphate tender clears at $900–1,100/t, war-risk premiums at 5% of hull, ADQ deepens Egypt programme.
- The Geneva Brief — Issue 034 | Wednesday, 6 May 2026 Daily intelligence: Hormuz disruption keeps Brent above $130; urea eases but stays elevated; lithium demand up 16%; PIF readies green bond; IEA taps 400m barrels.
- The Geneva Brief — Issue 033 | Tuesday, 5 May 2026 Daily MENA intelligence: OPEC+ output rise without UAE, Saudi-led 43.7 GW renewables surge, urea up 24% YoY, Gulf SWF green bonds, US adds phosphate to critical list.
- The Geneva Brief — Issue 032 | Monday, 4 May 2026 Daily MENA intelligence: Brent eases to $101 as Hormuz tensions cool, UAE exits OPEC, ADQ-ECP $25B energy JV, lithium supply concentration, wheat 11-month high.
- The Geneva Brief — Issue 031 | Friday, 1 May 2026 Daily MENA intelligence: UAE exits OPEC, Hormuz commercially shut, urea eases, US-Morocco phosphate reset, ACWA Power signs 27 hydrogen deals.
- The Geneva Brief — Issue 029 | Thursday, 30 April 2026 Hormuz oil shock keeps Brent above $115, FAO warns on fertiliser pass-through, IEA flags critical minerals refining concentration, MENA phosphate plays repriced, PIF locks in 2026–2030 strategy.
