🧵1/ BREAKING: A breakthrough may be near in the Kurdistan oil export crisis. A senior KRG delegation is in Baghdad finalizing an agreement with the federal government. Here's what it means for #GKP and its share price 👇 #KRG #Iraq

2/ The KRG has agreed to supply ~300,000 barrels/day to Iraq's state oil marketer SOMO. In return, the federal govt is expected to resume salary payments and settle financial terms with oil companies. #OilExports #GKP

3/ Gulf Keystone Petroleum (#GKP) and other @apikur_oil members have signaled readiness to resume exports immediatelyonce agreements are signed and entitlements are clarified.

4/ The deal would end a 15-month oil export halt that’s cost the Kurdistan Region over $25 billion in lost revenue. For companies like #GKP, it would mean restored cash flow and market confidence. #OilCrisis #Iraq

5/ @apikur_oil companies want to receive their entitlements in-kind at Ceyhan, coordinated via SOMO. This structure could simplify payments and reduce political risk—key for investors. #GKP #KRG

6/ If exports resume this week as expected, #GKP’s share price could react strongly. Analysts and traders are watching closely. A rerating is on the table if revenue visibility returns.

7/ What to watch next:
•Final agreement announcement (possibly this week)
•Oil flows restarting through the Iraq–Turkey pipeline
•Terms of payment and debt resolution to IOCs
#OilStocks #GKP #Kurdistan

📱 Qasem Al-Ali