Energy

Gulf producers have raised billions of dollars by selling stakes in pipeline revenue while retaining ownership and operational control. But what happens when the pipelines stop working?

Gulf national oil companies are looking to increase stockpiles in Asia to meet customer needs, address their energy security concerns, and enable a nimbler response to unexpected market disruptions.

Saudi Arabia’s ability to maintain its reputation as a reliable supplier in the months ahead will depend on how quickly it can repair damaged assets and keep several imperfect routes operating at the same time.

How the Gulf states choose to invest now could determine not just how they survive this crisis but how they sustain their role as both allocators and magnets of capital and superpowers in the global energy system.

The conflict has turned renewables into security assets at home, and rendered them far more expensive to build out, while Gulf states send clean energy capital abroad.

Investors continue to bet on Kuwait’s longer-term outlook, though stiff economic headwinds and geopolitical uncertainty remain on the horizon.

On August 11, AGSI hosted a discussion on global energy markets.

Hitting the systems that keep Gulf populations supplied with water and power is a threshold Iran now appears willing to cross.