Markets

Insights

From project experience
to reusable engineering logic.

Frameworks, interactive models and regional analysis. Mostly MENA, always through the lens of early-phase decisions.

Production data

Who is producing, month by month.

Crude oil production by country, refreshed monthly. Top producers shown, the rest summed. Filter by period and region; click countries in the table to compare your own selection.

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Evgeny’s note · October 2026 · data to September 2026

Middle East crude output fell from 28.7 mb/d in February to 15.8 mb/d in May 2026, and by September had recovered to about 21.8 mb/d, still a quarter below its pre-crisis level. The reservoirs did not change; the export routes did. At the low point, producers with a pipeline around Hormuz kept most of their output (Saudi Arabia via Yanbu about 62%, the UAE via Fujairah about 65%), while those without a bypass kept far less (Iraq about 30%, Kuwait about 20%, Qatar and Bahrain under 20%). Oman, which loads outside the Strait, produced more than before.

The recovery is uneven. By September the UAE was back to about 98% of its February level and Iraq to about 84%, but Kuwait was at about 61% and Qatar at about 41%, and Iran was still falling. Restart time is not the same as recovered deliverability.

For FEL work this is the point: nameplate capacity is not exportable production, and the route to market belongs in the concept, not in the risk register.

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#CountryRegionLatest monthLast 12 m avgvs prior 12 m

Regional analysis

Reading the news as an early-phase engineer.

Public deals and announcements, and the front-end questions behind them.

GULF · EXPORT ROUTES · 19 OCT 2026 · 10 MINAround Hormuz, Not Through It: The Bypass Is Now the Constraint

Gulf exports are back above 80% of pre-war levels, but via bypass routes. An export route is a system of pipeline, storage, terminals and vessels, and each can bind.

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IRAQ · KIRKUK · 9 OCT 2026 · 9 MINKirkuk: The First Barrels Will Be Fast. Their Gas Outlets Will Not.

Kirkuk is going from 320,000 to 420,000 bpd. The first barrels come quickly from existing wells, but the outlets for their gas take years. The real question is sequencing.

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KAZAKHSTAN · 10 SEP 2026 · 7 MINKazakhstan just put 24 blocks on the table. The number that matters isn't 24.

An auction of options, not acreage: a cheap entry ticket, an expensive strike price, and constraints that move from geology to wells, surface and export.

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KUWAIT · 17 AUG 2026 · 11 MINKuwait's 4 MMbpd target is not a drilling problem

From 2.72 to 4.0 MMbpd is a system integration problem. Gas handling already caps crude output, and the next bottleneck is created by today's investment.

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IRAQ · 11 AUG 2026 · 10 MINWhat Iraq's 2026 deals are really about

Five companies, five different strategies, one common logic behind the wave of upstream agreements signed in Iraq this year.

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KURDISTAN · 21 JUL 2026 · 7 MINThe industry spent a decade reducing engineering uncertainty. Kurdistan added two more variables.

Project value depends on more than reserves. In Kurdistan, two variables outside engineering can make or break the investment case.

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IRAQ · WHITE PAPER · 9 JUL 2026 · 13 MINIraq's next upstream cycle

A white paper on brownfield redevelopment, infrastructure constraints and why program integration, not individual projects, decides value in Iraq's new cycle.

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OMAN · 14 APR 2026 · 9 MINOman's 2026 Onshore Licensing Round: Five Blocks, Three Failed Campaigns

Block-by-block history, the brownfield-adjacent versus greenfield split, and what it means for FEL scope and the timing of front-end hiring.

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DIGITAL · 21 OCT 2025 · 4 MINOilfield Development System: Bridging Engineering and Digital Intelligence

Lessons from building a digital oilfield MVP that linked SmartField data, PETEX GAP models and GIS with field systems.

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