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Osama’s Newsletter - Rizvi Insights

Global Markets, Energy Transitions, Geopolitics and Global South

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Gold Is Becoming Something Bigger Than a Price Story

Will prices continue to increase?

Pakistan at 79: How Much Changed and What Did Not?

An economic history for Independence Day, 14 August 2026

U.S. imported zero Saudi oil first time since 1985

But the repercussions go beyond oil - we are seeing long term geopolitical divergences

What Does the Turkiye, Saudi, Pakistan Agreement Mean for Pakistan

and its unforeseen repercussions

What is Pakistan's Latest Refinery Policy

and how it may impact the common man

How Can Pakistan Benefit if Sanctions Are Lifted from Iran?

and some original calculations

Pakistan's Budget Analysis: Avenues for Revenue

This is the only analysis that matters

Pakistan Wants to Build Oil Reserves: What It Means, What Exists Today, and What Still Needs to Be Built

Why is Pakistan talking about oil reserves now?

Ras Laffan was hit. Your questions answered

On the night of March 19, 2026, Iran fired five ballistic missiles at Qatar’s Ras Laffan Industrial City.

One Indicator that will tell you when the war ends

It isn't oil prices