Justin Alexander
Non-Resident Fellow, AGSI; Director, Khalij Economics; Non-Resident Fellow, Baker Institute's Edward P. Djerejian Center for the Middle East
Justin Alexander a non-resident fellow at the Arab Gulf States Institute. He is the director of Khalij Economics, a non-resident fellow at the Baker Institute’s Edward P. Djerejian Center for the Middle East, and the Gulf Cooperation Council analyst for GlobalSource Partners, a leading provider of independent intelligence on emerging markets. He has been visiting the Gulf for nearly a quarter century, including seven years living in Qatar, where he worked mainly as an economic advisor at Qatar’s Ministry of Finance. He has lived in Iraq, Jordan, and the Palestinian territories and worked for organizations including the Economist Group, the United Nations, and Schroders. Alexander primarily advises investors and governments on the Gulf but occasionally writes for outlets including AGSI, the Gulf Research Center, and the International Institute for Strategic Studies. He is contributing to an upcoming book on sovereign wealth funds, looking at their potential role in steering their countries through the energy transition.
Analysis
Aramco and the Saudi Government Budget
Payments by Aramco are still the key driver of government revenue in Saudi Arabia despite the notable increase in non-oil revenue, particularly from the value-added tax, in recent years.
9 min read
The Ukraine Crisis is Vindicating Qatar’s Bold Gas Expansion Strategy
In the long term, Qatar could play a pivotal role in diversifying European gas imports away from Russia.
U.S. and Gulf States Call Truce on Open Skies Airline Dispute
Recent aviation agreements between the United States and the United Arab Emirates and Qatar have ended a bitter dispute over alleged anti-competitive practices. In the aftermath of the agreements, Delta announced plans to relaunch its nonstop route to India, three years after it cancelled the flights, blaming competition from Gulf airlines. However, the agreements are...
Beyond Building: Private Financing, Ownership, and Management of Gulf Infrastructure
In response to fiscal pressures and concerns about the efficiency of project and service implementation, Gulf Arab states are increasingly looking to the private sector to finance and manage infrastructure projects.
Events
Apr 14, 2026
3:00pm - 4:30pm
Planning for Postwar Recovery: Economic Outlooks and Policy Responses for the GCC
On April 14, AGSI will host a discussion on how the Gulf Arab states can transition from crisis management to position themselves for sustainable postconflict growth.
Speakers
Oct 21, 2025
Book Launch: A Political Economy of Sovereign Wealth Funds in the Middle East and Asia
On October 21, AGSI hosted a discussion on the strategic economic significance of sovereign wealth funds in the Middle East-Asia investment corridor.
Speakers
Oman: Reform Priorities to Create an Economy for the Future
On February 1, AGSIW hosted a panel discussion on Oman's economic and financial development.
Speakers
Oct 19, 2023
Follow the Money: The Evolving Roles of Gulf Sovereign Wealth Funds
On October 19, AGSIW hosted a discussion on sovereign wealth funds.
Speakers
