Geographic Feature: Saudi Arabia's Strategic Position
Pre-recorded episode. Saudi Aramco maintains 12M bpd capacity at $2/bbl extraction. The ultimate price setter with 2M+ bpd spare capacity.
Welcome to Energy Markets Daily. Wednesday, January 28, 2026 — Geographic Feature: Saudi Arabia. This is a pre-recorded episode. We'll be back with daily updates Monday, February 9th. SAUDI ARABIA: The world's swing producer. Aramco maintains 12M bpd maximum sustainable capacity. Abandoned 13M bpd expansion plans. Extraction costs: $2/bbl for oil. Spare capacity estimated at 2M+ bpd. OPEC+ cuts keep production well below capacity. When OPEC+ unwinds cuts, Saudi capacity determines the floor. For energy opportunities: energymarkets@protonmail.com
