Dunia Weekly Iraq Market Tracker

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Iraq Business News is delighted to bring you the latest Iraq Market Tracker report from Dunia Frontier Consultants. The market tracker highlights the activities and market performance of a basket of publicly traded firms who derive a significant percentage of their revenues from operations in Iraq, but are traded on foreign exchanges: a proxy Iraq play as much as practicable. It also identifies and analyzes the primary political and security events that occur in country that have market-moving implications.

Click here to access the report.

Companies Mentioned:

ExxonMobil, Lukoil, Total

Action Calls:

  • Exxon news signals some movement on KRG dispute: … But not yet in which direction. We would withhold assumption of Baghdad “win.”
  • Total in discussions to enter Iraqi Kurdistan: At least one company apparently not spooked by action with Exxon.
  • Lukoil to boost spending at Iraq oil field to $2 billion in 2012: Reminder of other side of coin – doubling down in the south.

Headlines:

  • Iraq warms to GCC as Arab League Summit approaches: Maliki seeks to improve stature at AL Summit, but also signals subtle shift.
  • Kurdistan says Iraq must investigate missing crude exports: Neither Erbil nor Baghdad likely want or are able to investigate; most likely Kurdish bargaining strategy.

Calendar Events Discussed:

  • 29 March – Arab League summit
  • April – National Reconciliation Conference

Click here to access the report, or to add your email address to Dunia’s mailing list to receive the Iraq Market Tracker via email.

 

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