GCC: Recent Updates & OPEC+ Cuts
Recent updates from the GCC
Recent updates from the GCC
Access all of our reports. We have launched a fully fledged regular reporting service on the GCC through a new collaboration with GlobalSource Partners. You can see our latest work at: https://tinyurl.com/y5n3k6mm
We publish “as-it-happens” updates on major breaking events (such as the Abqaiq attacks), a weekly news and analysis roundup, deep dives into the major economic and political issues for the region and country forecasts.
Please find the recordiong here
Just a final reminder about our conference call today on the impact of the Abqaiq attacks on the GCC. The call will be at 8:00 AM NY Time / 1:00 PM London Time and you can register here. And dial in details are available here.
Attack on Saudi and its impact on oil, politics & debt in the GCC – Conference Call Invitation, Weds 25th September
With the inclusion of all six GCC countries in the JP Morgan EMBI Indices and four of them in the MSCI Emerging Markets Index, there is a growing focus on the risks and opportunities of investment in these countries. Although oil prices remain the primary driver, there are other issues to consider. Which countries have …
Join our conference call on oil, politics & debt in the GCC, Sep 25th Read More »
Full report here Brent oil opened up about $8 in early trading in Asia, one of the sharpest every daily spikes. It now looks like only about a third of the lost 5.7m b/d will come back online by end-Monday. The rest will take weeks. We estimate that there is about another 1.65m b/d in …
Saudi Outage: Every reason to expect more attacks Read More »
Even if output is only offline for 2 days (satellite images look worse than that), this shock will not be positive for Saudi… higher oil prices will not offset the hit to production and higher risk pricing will hit regional assets
With the exception of VAT, most of the easy fiscal adjustment has already happened. Further significant and painful reforms are unlikely to be implemented due to the current absence of strong leadership. Alternatives to reform are limited, asset sales are unsustainable and regional support has been patchy, raising questions about Oman’s fiscal position. However, the …
Oman’s governance vacuum threatens fiscal reforms Read More »
Thank you to the Association of Corporate Treasurers for a well moderated and insightful panel discussion. Here is the link to the webinar. Have a listen from timestamp 12:30 A couple of our reports that are relevant to the discussion: How sustainable is debt in the GCC? The blockade is behind us, the future is LNG