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.
The opposing candidates’ energy policy agendas have stark differences, and each will have ramifications for the Gulf oil exporters, the global climate agenda, and international trade relations.
The Chinese solar industry is strategically expanding into Gulf markets, leveraging the region’s immense solar potential while navigating the risks associated with intense competition and harsh environmental conditions.
The sharp decline in oil prices raises difficult questions for OPEC+ and, if sustained, will have important implications for Saudi Arabia’s fiscal policy.
Iran has the capacity and desire to produce more oil and gas, but the need for new investment and the uncertain outcome of the U.S. presidential election in November represent key challenges.
Gulf national oil companies represent a new pool of capital for global gas investment, and with some of their first forays in the United States, Gulf gas deals suggest Washington’s relations with Riyadh and Abu Dhabi are improving.
As President-elect Trump returns to the White House, he will find a transformed Gulf region, brimming with confidence and initiative; the best way to tap this energy is to consult the region and take on board the regional perspectives.
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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