Market Monitor

Iran: a gas giant with feet of clay

15 May 2020
After the re-imposition of US sanctions in 2018 sparked a crash in its oil industry, Iran accelerated production of natural gas and gas condensates and expanded gas exports to neighbouring countries less vulnerable to sanctions. However, domestic obstacles and continued limits on its energy exports have prevented Iran from securing... »

How will MENA handle mass urbanisation?

19 May 2020
Perhaps more than anywhere else in the world, rapid urbanisation in the MENA region will create significant investment opportunities for a variety of domestic and foreign firms. North Africa will see high-volume, low-tech developments, while capital-intensive projects such as rail and smart cities will be concentrated in higher-income nations... »

Climate change and migration – the next big challenge for MENA?

22 May 2020
The level of disruption caused by the coronavirus pandemic has revealed how ill-prepared governments and international institutions are for anything beyond their routine activities. When normality is once again restored, the world must learn the lessons from today’s events in order to prepare for, and mitigate, the worst effects... »

Turkish power sector looks for COVID-19 restructure

02 June 2020
Jon Gorvett Once a premium destination for overseas investors, Turkey’s power sector has recently been struggling with the impact of lower-than-expected growth rates, partial market liberalisation and fixed, long-term natural gas contracts. Power generation firms face further stress as the economic impact of the pandemic bites. Efforts to arrange a... »

China’s role in Middle East oil and gas

07 February 2020
The specter of Chinese geopolitical power rising in the Middle East has raised concerns in the West that as the power and influence of the US – and to some extent its European partners – wanes, China will exercise more influence and control over the oil and gas sectors... »

Now everyone has the big boy’s toys:  The democratization of air power

04 February 2020
Technological advances and increased globalization are calling into question long-held assumptions about the use of air power. Non-state actors capable of leveraging new technology – such as cheap precision guided missiles and drones – present a new challenge for air forces of advanced industrial states. Traditional powers must understand... »

The pattern of protest in the Middle East

21 January 2020
The popular uprisings associated with the Arab Spring, and recent and ongoing protests in countries such as Iraq, Iran and Lebanon differ in origin, but their underlying causes are similar. The reasons revolt does not lead to real political and economic change are also the same. The fundamental challenge... »

Brazil is open for business

17 January 2020
When the divisive Jair Bolsonaro became president of Brazil a year ago, it raised many concerns about the direction his country would take. The domestic and international business community has been relatively united in welcoming him and his strong free-market inclinations, which remain particularly attractive to foreign investors. For... »

Agriculture in CEE: Competitive advantages amid structural downsides

20 December 2019
Swathes of under-invested land, a strong tradition of agricultural production, and access to EU markets and funds are draws for investors in Central and Eastern Europe (CEE). Recent years have seen landmark investments in the region’s agricultural sector, including from food-insecure Gulf countries. But businesses still grapple with fragmented... »

US trade turmoil: Five impacts on the Middle East and North Africa

17 December 2019
Rising US tariffs on China and the EU will have indirect impacts on economies in the MENA region over the coming years. These will include stronger energy demand from China, lower global energy and food prices, weaker manufacturing exports to the EU and potentially slower growth in China’s infrastructure... »

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

06 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 companies are particularly exposed, and it will take government... »

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 industries struggle with politics, bureaucracy and relatively small domestic... »
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