عقوبات أميركية على شبكات نفط إيران وتقلبات الأسواق وسط محادثات نووية

<a href="https://news.google.com/rss/articles/CBMiR0FVX3lxTFBxb0ZpakYwVU4zNXRHN0JqM2syME13cXdFVXpRdzZDZndNdWIyd3BuWE5rdW1xS0RsUlpiNm1qT0E3UkZhMmRJ?oc=5" target="_blank">أميركا تفرض عقوبات على 15 كيانا و14 سفينة بسبب التعامل مع نفط إيران</a>&nbsp;&nbsp;<font color="#6f6f6f">جريدة الرياض</font>

<a href="https://news.google.com/rss/articles/CBMinAFBVV95cUxQN2d1R2J5TWwtYnp1alY1Skx1azdhYldhWW04eHlMT2hudHZwQW94c01uM2ZsWk1ZZ3lyNHowT19DaEU2S0pZbjFDdWhGelp0bmZ6WEdYSl9zbjFzOFpST05fX0V4ZTVZVm5XSkNxdnp4UmhMdFV1NHdJY192b1MzaDhvX0tCRDdSWXI3YUFzNXdfVkViUDdvcmtUSDI?oc=5" target="_blank">Oil Holds Declines With Focus on US-Iran Nuclear Negotiations</a>&nbsp;&nbsp;<font color="#6f6f6f">bloomberg.com</font>

U.S.–Iran nuclear talks in Oman cooled oil markets, pushing Brent back to $67 and setting up volatility as vague outcomes leave sentiment hostage to headlines. Friday, February 06, 2026 The start of US-Iran nuclear talks in Oman has had a placating effect on oil markets, with ICE Brent sliding back to $67 per barrel, set for a more than 5% weekly loss after a stellar string of gains in January. The complete vagueness of the meeting’s agenda and the lack of public commentary on the outcome thereof could amplify sudden price moves next week, paving the way for another of those meetings when President Trump’s posts could define further sentiment. Brussels Eyes Service Ban on Russian Oil Exports. The European Union’s 20th sanctions package vis-à-vis Russia, set to be approved by February 24, is proposing a full ban on maritime services for Russian oil exports, alongside tighter bans on imports of metals, chemicals and critical minerals. Alaska Is Prepared to Get Drilled. The US Bureau of Land Management has earmarked March 9 for the first lease sale in Alaska's National Petroleum Reserve since 2019, offering almost 5.5 million acres of oil and gas leases across more than 600 tracts, triple the currently leased acreage in NPR-A. Saudi Aramco Cuts Prices Again, Even if Unwillingly. Saudi national oil company Saudi Aramco (TADAWUL:2222) surprised its buyers by cutting Asian formula prices for March-loading cargoes by $0.30-0.40 per barrel, half the expected drop, putting Arab Light at parity with the Oman/Dubai average. The Age of Electricity Begins, IEA Claims. The International Energy Agency stated that renewables and nuclear power will account for 50% of the world's electricity generation by 2030, even as power demand growth is poised to accelerate from 2.8% over the past decade to 3.6% between now and 2030. US Allows Diluent Sales to Venezuela. The US Treasury Department has issued a license that allows the sale of US diluents to Venezuela, opening the naphtha export market to companies beyond Chevron, with PDVSA currently importing around 50-60,000 b/day, mostly from the US and Russia. Europe Has Never Imported This Much LNG. European LNG imports rose to a new monthly record in January as several relentless cold snaps ratcheted up regional demand, with last month’s incoming flows totalling 13.7 million tonnes – up 2% compared to the previous all-time high from December 2022. Rio Tinto Calls Off Glencore Merger. Global mining giant Rio Tinto (NYSE:RIO) announced that it is no longer pursuing takeover negotiations with rival Glencore (LON:GLEN), unable to iron out differences over a $200 billion merger to garner the support of shareholders, the third failed attempt to do so. Kuwait Eyes Rapid Americas Expansion. Having signed a pioneering deal in Brazil’s deepwater offshore this week by buying a 20% stake in the Orca project, Kuwait’s state-owned oil company continues its upstream offensive, stating that it is in talks with Devon Energy and EOG over a potential US shale entry. EU Cracks Down on Chemical Dumping. Lending a helping hand to Europe’s ailing chemicals industry, the European Commission outlined provisional anti-dumping rates on Chinese, Saudi, and US petrochemical feedstocks, particularly solvents used in plastics and polymers such as 1,4-butanediol. India Starts Buying Venezuelan Oil. India’s largest private refiner Reliance, has bought 2 million barrels of Venezuelan crude from global commodity trader Vitol, at a discount that is reported to be closer to -$7 per barrel to ICE Brent, the first purchase of such barrels after Trump took over PDVSA’s exports. Winter Storm Drains US Distillate Stocks. Winter Storm Fern has had a firmly bullish impact on US distillate stocks as the EIA reported a 5.55 Mln barrel stock draw in the week ending January 30, the largest one-week draw since February 2021, that sent inventories below the 5-year average. Kazakhstan Loses Its Oil Investment Appeal. UK-based energy major Shell (LON:SHEL) has paused new investments in Kazakhstan after a series of legal proceedings from the Central Asian state raised the risks of committing more funds, with two ongoing arbitration cases totalling $16.5 billion in demands. Japan Can’t Get Enough of Qatari LNG. Merely days after Japan’s JERA signed a 27-year LNG term deal with Qatar, trading house Mitsui (TYO:8031) is reportedly close to buying a stake in QatarEnergy’s 16 mtpa North Field South expansion to secure a dedicated supply of liquefied gas, starting from 2029. By Tom Kool for Oilprice.com More Top Reads From Oilprice.com

Indirect talks between Iran and the US on the future of Iran’s nuclear programme ended on Friday with a broad agreement to maintain a diplomatic path, possibly with further talks in the coming days, according to statements from Iran and the Omani hosts. The relieved Iranian foreign minister, Abbas Araghchi, described the eight hours of meetings as a “good start” conducted in a good atmosphere. He added that the continuance of talks depended on consultations in Washington and Tehran, but said Iran had underlined that any dialogue required refraining from threats. The talks were the first to be held between Iran and the US since Washington and Israel launched devastating military strikes on Iran’s nuclear sites and political leadership last June. The US president, Donald Trump, has in recent weeks assembled a large fleet in the region built around the USS Abraham Lincoln aircraft carrier group, after telling Iranian protesters in January that “help is on the way” during large-scale anti-government demonstrations. Iran, which has experienced intense internal unrest in which thousands of protesters have been killed in a bloody crackdown, had insisted that the talks be confined to guarantees about the civilian purpose of its nuclear programme, and not extend to human rights, its missiles, or support for proxy groups in the region including Hamas, Hezbollah and the Houthi rebels in Yemen. “Our talks are solely nuclear and we do not discuss any other issues with the Americans,” Araghchi said. View image in fullscreen Iran’s foreign minister, Abbas Araghchi (centre), arriving to meet Omani negotiators in Muscat on Friday. Photograph: Omani foreign ministry/AFP/Getty Images The indirect talks in Muscat were mediated by Oman’s foreign minister, Badr al-Busaidi, in separate talks between the two sides. The US team was led by Trump’s envoy, Steve Witkoff, and the US president’s son-in-law, Jared Kushner. The US Centcom commander, Adm Brad Cooper, was also present, underlining how Trump has made US military leverage a central part of his diplomatic armoury. Al-Busaidi said in a statement: “These consultations focused on creating suitable conditions for the resumption of diplomatic and technical negotiations emphasising the importance of these talks and parties’ determination to succeed in achieving lasting security and stability.” Trust between Iran and the US has been minimal since the US backed the launch of Israeli military strikes on Iran only days before the two sides were due to meet for a sixth round of talks last June. “After eight turbulent months during which we went through a war, resuming a process of dialogue is not simple,” Araghchi said. “The deep mistrust that has developed on top of previous mistrust is a serious challenge. First we must overcome the prevailing atmosphere of distrust … If this trend continues, I think we can reach a good framework for an agreement”. Washington wanted to expand the talks to cover Iran’s ballistic missiles, support for armed groups in the region and “treatment of their own people” – as the US secretary of state, Marco Rubio, said on Wednesday. But, after days of speculation, Iranian negotiators were satisfied that only the nuclear dispute would be discussed, at least initially. Iran is seeking assurances that the US is not using the talks as a smokescreen to impose regime change. Before the talks, Tehran said the US had to drop its request for the negotiations to be held in Turkey in the presence of foreign ministers from Qatar, Turkey, the United Arab Emirates, Egypt and Saudi Arabia. Iran says its right to enrich uranium on Iranian soil – a right it was granted in the now-defunct 2015 nuclear deal negotiated by Barack Obama – is not negotiable. The best source of compromise is that Iran agrees to suspend plans to enrich uranium for a fixed number of years, and a regional consortium is formed that enriches uranium, taking the region closer to an integrated civil nuclear programme. Iran is also seeking sanctions relief in return for a new inspections regime at its nuclear sites. The value of the rial against the dollar has halved since the Israeli attacks in June, and Iran’s plummeting standard of living, made worse by runaway food inflation close to more than 100%, was the spark for the demonstrations that broke out in late December. The talks were meanwhile being held against the backdrop of repeated warnings by Trump that he will strike Iran militarily from the USS Abraham Lincoln aircraft carrier group if no progress is made. The US has been building up its naval presence in the region after the Iranian government crackdown on protests, heightening tensions between Washington and Tehran. Tehran has said it will not hesitate to attack Israel or US military bases in the region if it is attacked. Washington last month held back from attacking Iran partly because Israel and the US military did not feel they were fully prepared to withstand the likely Iranian reprisals.