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Sector & Special Reports

Sector focus and strategic foresight on cross-sectoral themes shaping regional and global markets.

Two Vacancies, One Winter — The 43 Billion Cubic Metre Gulf LNG Shock, the EU’s 33 Billion Cubic Metre Russian Gas Phase Out, and Who Can Contract, Ship and Deliver in 2027

Latest Report

Two Vacancies, One Winter — The 43 Billion Cubic Metre Gulf LNG Shock, the EU’s 33 Billion Cubic Metre Russian Gas Phase Out, and Who Can Contract, Ship and Deliver in 2027

September 2026

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The Speed Gap: AI’s Fastest Layers Are Growing at Triple Digit Rates, the World Economy at 3 Percent, and Trillions Are Being Repriced in Between

The Speed Gap: AI’s Fastest Layers Are Growing at Triple Digit Rates, the World Economy at 3 Percent, and Trillions Are Being Repriced in Between

September 2026

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Gold — The Fall Began Before the War: What Actually Moved Gold, and Where It Goes Next

Gold — The Fall Began Before the War: What Actually Moved Gold, and Where It Goes Next

September 2026

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Steady Through the Storm: Kuwait’s Banks Deliver Resilient First-Half Profits

Steady Through the Storm: Kuwait’s Banks Deliver Resilient First-Half Profits

August 2026

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The Clean Sweep: All Ten Saudi Banks Grew Profit in the Second Quarter

The Clean Sweep: All Ten Saudi Banks Grew Profit in the Second Quarter

July 2026

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The $725 Billion Question: Who Is Really Winning the Global AI Race?

The $725 Billion Question: Who Is Really Winning the Global AI Race?

July 2026

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Critical Minerals: The New Frontline in US-China Economic Competition

Critical Minerals: The New Frontline in US-China Economic Competition

July 2026

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Does AI Escape Accountability? — June 2026

Does AI Escape Accountability? — June 2026

June 2026

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Kuwait Banking Sector Q1 2026

Kuwait Banking Sector Q1 2026

May 2026

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A Softer U.S. Dollar: Economic Implications for the GCC

A Softer U.S. Dollar: Economic Implications for the GCC

February 2026

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Kuwait Banking Sector 2025 – Performance Overview

Kuwait Banking Sector 2025 – Performance Overview

February 2026

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De-Dollarization & Gold

De-Dollarization & Gold

January 2026

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Global Trade Shifts: Moving Away from the U.S.

Global Trade Shifts: Moving Away from the U.S.

January 2026

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Financial Market Evolution in Kuwait and the Gulf

Financial Market Evolution in Kuwait and the Gulf

December 2025

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Silver: A Strategic Asset in a Shifting Global Order

Silver: A Strategic Asset in a Shifting Global Order

December 2025

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Gulf Generations and the Future Economy

Gulf Generations and the Future Economy

November 2025

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Energy Transition and Economic Diversification

Energy Transition and Economic Diversification

November 2025

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Microchips and the U.S.–China Conflict

Microchips and the U.S.–China Conflict

November 2025

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The AI Bubble

The AI Bubble

November 2025

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Sustainable Finance and the Green Economy

Sustainable Finance and the Green Economy

October 2025

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Rare Earth Elements and U.S.–China Tensions

Rare Earth Elements and U.S.–China Tensions

October 2025

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Digital Transformation in Banking and Finance

Digital Transformation in Banking and Finance

October 2025

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Gold: A Century of Wealth, Crisis, and Resilience

Gold: A Century of Wealth, Crisis, and Resilience

October 2025

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Regional Trade & Geopolitics — 2025

Regional Trade & Geopolitics — 2025

September 2025

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Cryptocurrencies 2025

Cryptocurrencies 2025

September 2025

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Global Financial Crises Over a Century — 2025

Global Financial Crises Over a Century — 2025

September 2025

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The Impact of AI on Banking & Finance — September 2025

The Impact of AI on Banking & Finance — September 2025

September 2025

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