AGSIW Outlook 2025: Gulf States at the Nexus of a Shifting World Order
AGSIW experts explain the regional trends they’ll be following most closely as the year unfolds.
AGSIW experts explain the regional trends they’ll be following most closely as the year unfolds.
The influence of oil giant Saudi Aramco across football, Formula 1 racing, and golf reveals how closely Saudi Arabia’s sports policy aligns with its energy transition and sustainability agenda.
As 2024 comes to a close, oil markets remain under a cloud of uncertainty shaped by geopolitical risks, weaker-than-expected Chinese demand, and an evolving energy transition landscape.
As Trump seeks to maximize U.S. oil and gas output and choke off Iran’s oil exports, he will have no qualms about leaning into oil market issues.
Aramco’s journey reflects not just the shift in Saudi energy policy but a broader reimagining of what national oil companies can achieve on the global stage.
The global oil market will be challenging for OPEC+ members in 2025, although the likelihood of tougher sanctions on Iranian oil exports under the Trump administration may create space for production increases by other OPEC+ members.
Aramco is unlikely to be able to sustain its current dividend payout absent a strong rebound in oil revenue. A reduced dividend would have negative implications for the finances of the government and Public Investment Fund.
Recent agreements between the UAE and India are not only significant steps toward strengthening the bilateral partnership but also reducing the countries’ carbon footprint in the energy sector.
While Iraqi leaders consistently emphasize the importance of Western investment in their energy sector, their actions instead are increasing Iraq’s dependence on Chinese markets and oil firms.
With Vision 2030, Saudi Arabia’s bold blueprint for the future, culture is being elevated as a fundamental pillar of the Saudi-U.S. alliance.
Learn MoreThrough its careful examination of the forces shaping the evolution of Gulf societies and the new generation of emerging leaders, AGSIW facilitates a richer understanding of the role the countries in this key geostrategic region can be expected to play in the 21st century.
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