Energy

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.

On October 17, AGSIW hosted a discussion on the implications of regional conflict and the U.S. presidential election on oil prices.

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.