On October 7, I was pleased to join the Middle East Institute and Amwaj Media for a discussion about Iran's economy under sanctions and the trend ahead. The discussion coincided with stalled nuclear talks, as maximum pressure sanctions remain mostly in effect, Iran has built up additional nuclear capabilities. Read on or watch the video… Continue reading Iran’s Economy, Sanctions and key Scenarios
Tag: Petrodollars
OPEC Standoff: Resetting market share
This piece first appeared on the Low Insitute's Interpreter in early July 2021 and concerns the divides between oil exporting nations which are being amplified by the energy transition and uneven recovery. The 1 July OPEC meeting ended in deadlock. Although all the major oil producers agreed in principle to collectively boost production by 400,000… Continue reading OPEC Standoff: Resetting market share
Saudi Arabia: Trying to Hold the Line
Saudi Arabia’s budget statement for 2020 was approved December 9, the end of a busy week for the country and its energy sector, including the prior week’s OPEC+ meeting and key developments in the long-awaited IPO of Saudi Aramco, its state-owned energy company. The budget takes a relatively conservative stance on both oil and non-oil… Continue reading Saudi Arabia: Trying to Hold the Line
MBS World Tour: Saudi Arabia’s Looming Tradeoffs
With Saudi Arabia’s Crown Prince Mohammed bin Salman in Washington at the start of his long U.S. tour, there have been no shortage of good analyses written about what’s at stake and the motivations for the trip and Saudi social and economic reform – my favorites include those by Karen Young and Alastair Newton, as… Continue reading MBS World Tour: Saudi Arabia’s Looming Tradeoffs
Ziemba Insights 