NYDπ

Kazakhstan Oil Reality Check: Planned 2026: 100.5M tonsWhat happens when the world's most important oil pipeline becomes a war target? Kazakhstan's answer: Cut 2026 forecast to 96M tons. CPC attacks + Tengiz fire = 8.4% production already down. Do you think the oil market has priced this in yet? 👇 This is NOT just Kazakhstan's problem. Kazakhstan = 10th largest oil exporter. CPC pipeline = 80% of its exports. Now CPC is under drone attacks and 2026 target is cut to 96M tons. Target postponed: Kashagan maintenance moved to 2027. This is how fast energy security collapses#kazakhstancutsoiloutputforecastto96mtons