For the OPEC+ Oil Producers, a Year of Caution Paid Off
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.
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Trump 2.0: Oil Market Implications for the Gulf States
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.
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Aramco’s Diversification Strategy: Fueling Saudi Arabia’s Vision 2030
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.
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Tougher Sanctions on Iran May Help Other OPEC+ Producers
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.
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The Presidential Election’s Implications for Gulf Oil Exporters
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.
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Lower Oil Prices Challenge Saudi Fiscal Policy
The sharp decline in oil prices raises difficult questions for OPEC+ and, if sustained, will have important implications for Saudi Arabia’s fiscal policy.
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Iran’s New President Takes the Oath With Promise of Reform and Outreach
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.
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Kuwait’s Big New Offshore Oil Find
Can the offshore Al-Nokhatha discovery help Kuwait’s oil and gas investments sail ahead?
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Gulf States Advance Clean Energy Agenda but Need to Decarbonize Much Faster
While Gulf states are boosting their green energy potential, the demands of the energy transition require them to prioritize decarbonizing oil and gas production.
Oil Prices and Gulf Economic Policymaking
The oil price environment remains manageable but looks increasingly uncomfortable for some Gulf states.
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Through 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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