Recent Writings

This briefing covers a central theme of AION's ongoing analysis: how the accelerating decay of institutions in an increasingly fragmented world is shaping future investment outcomes. The impending departure of the United Arab Emirates ('UAE') from OPEC on May 1st is the latest evidence of this shift, and it carries direct implications for the architecture of global oil markets.  The central argument of this piece is that the outlook has become more, and not less, complicated and that the future distribution of oil price outcomes is now far wider than it was before this week’s UAE announcement.