Our Insights

  • Another government resigns in Kuwait on 15 November 2019 at 10:11 am - Political disputes narrow the scope for meaningful reforms Daniel Moshashai | Regional Analyst – Geopolitics and Infrastructure | d.moshashai@castlereagh.net »
  • Iran drawing closer to isolation on world stage on 13 November 2019 at 13:11 pm - International tension rises over Iran’s nuclear programme, but regional thaw in Iran-GCC relations is possible Daniel Moshashai | Regional Analyst – Geopolitics and Infrastructure | d.moshashai@castlereagh.net »
  • EDGE Group and the future of Emirati defence on 13 November 2019 at 12:11 pm - UAE defence plans will require large-scale reform Daniel Moshashai | Regional Analyst – Geopolitics and Infrastructure | d.moshashai@castlereagh.net »
  • DP World’s expansion plans on hold due to Brexit uncertainty on 11 November 2019 at 11:11 am - Gulf heavyweight’s move reflects key risk facing government from UK’s delayed departure from EU Rachna Uppal |Senior Analyst Business & Finance GCC | r.uppal@castlereagh.net »
  • Saudi Arabia holds off on mega oil IPO – why? on 18 October 2019 at 16:10 pm - The kingdom has delayed the Aramco IPO due to unfavourable market conditions Rachna Uppal | Senior Analyst Business and Finance Gulf | r.uppal@castlereagh.net »
  • Russian-Saudi relationship on 15 October 2019 at 11:10 am - Russia and Saudi Arabia reaffirm ties, especially in energy, but fail to produce game-changing agreements Emily Stromquist | Director of Energy| e.stromquist@castlereagh.net »

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What’s new

  • Carbon capture technology: do the benefits outweigh the cost? 13 December 2019 - Carbon capture utilisation and storage (CCUS), a technology which can stop up to 90% of harmful emissions produced by fossil fuels from entering the atmosphere, could be a boon for oil and gas-reliant GCC economies vulnerable to the impacts of… »
  • Kuwaiti megaproject faces investment challenges at home and abroad 10 December 2019 - The Silk City megaproject in Kuwait took a major step forward last May with the opening of a key transport link connecting its future site to the capital. Silk City is one of the largest and most ambitious developments in… »
  • The rise of digital solutions – and vulnerabilities – in oil and gas 6 December 2019 - The hydrocarbons sector is increasingly turning to digital solutions to monitor, predict and optimise operations, enabling companies to better insulate themselves against market volatility. The process of digitalisation will create significant vulnerabilities in terms of cybersecurity and data privacy. O&G… »
  • Tourism as a pillar of the new Saudi Arabia? 3 December 2019 - Saudi Arabia’s plans to open up the country and its economy to global tourism are in full swing. In addition to an ambitious agenda of new infrastructure developments, the kingdom has loosened visa restrictions and launched a major international marketing… »
  • UAE-Iran relations: taking a turn for the better? 26 November 2019 - The UAE’s complex relationship with Iran looks like it may be improving following bilateral moves to reduce tensions and calls to renew collaborations. But can these recent developments be equated with a wider thawing of relations in the region? Gulf… »
  • Going places: South-east Europe’s tech sector 22 November 2019 - With a strong tradition of technical and scientific education, relatively low cost bases, a strategic location, and growing support from governments and private investors, the tech sector in South-east Europe is a bright spot on the investment landscape. While other… »

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Market Monitor

The rise of digital solutions – and vulnerabilities – in oil and gas

The rise of digital solutions – and vulnerabilities – in oil and gas

The hydrocarbons sector is increasingly turning to digital solutions to monitor, predict and optimise operations, enabling companies to better insulate themselves against market volatility. The process of digitalisation will create significant vulnerabilities in terms of cybersecurity and data privacy. O&G companies are particularly exposed, and it will take government and industry cooperation to mitigate the risks.

Going places: South-east Europe’s tech sector

Going places: South-east Europe’s tech sector

With a strong tradition of technical and scientific education, relatively low cost bases, a strategic location, and growing support from governments and private investors, the tech sector in South-east Europe is a bright spot on the investment landscape. While other industries struggle with politics, bureaucracy and relatively small domestic markets, a growing range of homegrown tech companies and major multinationals are capitalising on the region’s competitive advantages. This analysis focuses on three countries with active and growing tech scenes: Bulgaria, Romania and Serbia.

Lebanon: attempts to fast-track electricity reform

Lebanon: attempts to fast-track electricity reform

Electricity reforms are a priority for Lebanon, a country in the midst of an economic crisis, at high risk of default with a debt to GDP ratio surpassing 150%, and a negative outlook credit rating. The power sector is accountable for $36bn – 40% – of Lebanon’s public debt. The country is seeking a fast-track solution with ambitious targets, but these are unlikely to be met and may compromise the sector’s sustainability and effectiveness.

Castlereagh Opportunities Series

Morocco: An emerging economic force

View our latest report on economic forecasts, sector opportunities, foreign economic relations and key risks in Morocco.

Iran Economic Series

5 Reports each looking at key economic issues in Iran: Inflation, Banking, Corruption, Trade, Budgeting.

Malaysia Reports

3 Reports looking into political and economic relations between Malaysia and GCC countries.

Castlereagh Opportunities Series

Morocco: An emerging economic force

View our latest report on economic forecasts, sector opportunities, foreign economic relations and key risks in Morocco.

Iran Economic Series

5 Reports each looking at key economic issues in Iran: Inflation, Banking, Corruption, Trade, Budgeting.

Malaysia Reports

3 Reports looking into political and economic relations between Malaysia and GCC countries.

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