Investment theses in Small Caps & Macroeconomic analysis

Investment theses in Small Caps & Macroeconomic analysis

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Investment theses in Small Caps & Macroeconomic analysis
Investment theses in Small Caps & Macroeconomic analysis
Special Situation - Oil companies in Kurdistan

Special Situation - Oil companies in Kurdistan

(After Turkey halts Kurdistan's northern crude exports)

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MORAM Capital
Mar 28, 2023
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Investment theses in Small Caps & Macroeconomic analysis
Investment theses in Small Caps & Macroeconomic analysis
Special Situation - Oil companies in Kurdistan
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Turkey halts Kurdistan’s northern crude exports

  • Iraqi Kurdistan is one of the highest producing regions at about 440,000 b/d

  • Kurdistan Regional Government’s oil revenue is key for the region

  • Baghdad’s aspiration to get a grip on all national production get closer

  • Several oil and gas public companies operate exclusively in the Iraqi Kurdistan

Oil production i…

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