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International Organizations · Jun 2, 2026 · 6 min read
Egypt targets natural gas production of 6.6 bcf/d by 2027 from ~4.1 bcf/d. Shell resumed Mediterranean drilling, four new wells add 120…
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IEA · Jun 2, 2026 · 6 min read
A Hormuz disruption is a resilience test, not a uniform shock. Oman has geographic flexibility, Saudi Arabia and the UAE have alternative…
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International Organizations · May 28, 2026 · 5 min read
Kuwait’s sovereign ratings remain firmly anchored — S&P at AA-/A-1+ and Moody’s at A1 (both stable, 22 May 2026), Fitch at AA-/stable…
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IEA · May 28, 2026 · 5 min read
Global energy investment is set to reach $3.4 trillion in 2026 (+~5% y/y), with oil spending falling below $500 billion for a…
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International Organizations · May 23, 2026 · 2 min read
Fitch's latest UAE rating action sends a clear message: the country's credit strength remains intact, but the economic transmission channels from regional…
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International Organizations · May 23, 2026 · 2 min read
Moody's affirmation of Saudi Arabia at Aa3 with a stable outlook highlights how sovereign strength is increasingly being assessed through fiscal buffers,…
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IEA · May 21, 2026 · 2 min read
The International Energy Agency expects global electric vehicle sales to keep growing in 2026, supported by higher fuel prices, lower battery costs,…
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International Organizations · May 18, 2026 · 2 min read
Oman's fiscal position improved significantly in the first quarter of 2026, with the budget deficit falling sharply despite oil revenue timing rules…
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IMF · May 15, 2026 · 2 min read
The IMF is monitoring how the Middle East conflict is feeding into energy costs, fertilizer shipments, and food security, just as Egypt…
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IEA · May 15, 2026 · 2 min read
The Iran war is disrupting one of the market's usual relationships: oil and the US dollar are rising together.Normally, a stronger dollar…
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IMF · May 13, 2026 · 2 min read
President Abdel Fattah el-Sisi's meeting with IMF Managing Director Kristalina Georgieva in Nairobi comes at a critical moment for Egypt's reform program,…
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Saudi Arabia entered 2026 with a SAR 125.7 billion Q1 deficit and rising spending, but higher oil prices, non-oil activity and financing capacity continue to anchor the Kingdom’s outlook. IMF still projects 3.1% growth and 2.3% inflation in 2026, with resilience supported by Vision 2030 and disciplined debt management.
Bahrain markets a new 10-year U.S. dollar sovereign bond at a yield near 7.5%, testing investor appetite for GCC credit. The transaction reflects continued access to international markets, supported by GCC backing, resilient non-oil activity and active policy response, even as fiscal consolidation remains central.
OECD Economic Outlook (3 June 2026) sees global growth slowing to 2.8% in 2026 under a time-limited disruption scenario, or 2.1% in 2026 and 1.8% in 2027 if prolonged. G20 inflation projected to rise to 4.0% in 2026. Euro area weakest at 0.8% growth.
The World Meteorological Organization warns of an 80% likelihood of El Niño during June–August 2026, with conditions likely persisting through November. The cycle threatens food, energy, water, logistics and insurance markets at a time of already-elevated global temperatures.
Egypt targets natural gas production of 6.6 bcf/d by 2027 from ~4.1 bcf/d. Shell resumed Mediterranean drilling, four new wells add 120 mmcf/d, a 5-year, USD 5.7bn plan targets 480 wells. LNG imports hit a record 9.01 Mt in 2025.
A Hormuz disruption is a resilience test, not a uniform shock. Oman has geographic flexibility, Saudi Arabia and the UAE have alternative pipelines, Kuwait and Qatar have powerful financial buffers, and Bahrain benefits from GCC integration.
Kuwait’s sovereign ratings remain firmly anchored — S&P at AA-/A-1+ and Moody’s at A1 (both stable, 22 May 2026), Fitch at AA-/stable — as accumulated sovereign wealth (Moody’s: ~4–5x GDP; Fitch: NFA at 607% of GDP) cushions the impact of the Strait of Hormuz oil-export shock.
Global energy investment is set to reach $3.4 trillion in 2026 (+~5% y/y), with oil spending falling below $500 billion for a third year while gas investment rises to a decade-high $330 billion and electricity-related spending nears $1.6 trillion, according to the IEA’s World Energy Investment 2026.
Fitch’s latest UAE rating action sends a clear message: the country’s credit strength remains intact, but the economic transmission channels from regional conflict are becoming more visible. Fitch affirmed the UAE at AA- with a Stable Outlook, supported by low government debt, strong external assets, high GDP per capita, and Abu Dhabi’s large sovereign net…
Moody’s affirmation of Saudi Arabia at Aa3 with a stable outlook highlights how sovereign strength is increasingly being assessed through fiscal buffers, export flexibility, infrastructure resilience and the ability to absorb geopolitical shocks. Key insights: Moody’s expects higher oil prices to offset much of the pressure from lower production and exports, with Brent assumed around…