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Business & Geopolitics Business Intelligence Commodities MENA ENG Oil

Business & Geopolitics: The China-Iran strategic partnership

As summed up by the New York Times, “China agreed to invest $400 billion in Iran over 25 years in […]

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Africa China Economy Emerging Economies (ex-China) ENG Eurozone G20 / Global GCC India Latin America MENA ENG Russia & FSU United States Video ENG

Market narratives [Podcast]: Multipolarity and the intersection between economics and geopolitics

Alexandre Kateb, founder and chairman of The Multipolarity Report was the guest of Alex Proimos, CFA Market Narratives Podcast series which he runs for Investment Magazine, dedicated to the Australian institutional investors community. The 35 minutes long discussion tackled critical issues at the juncture of Economics, Finance and Geopolitics focusing on what they meant for investors. From the rise of the BRICS and the future of the US-China relationship to global inequality, the power of social networks and Big Tech, the global energy transition and the redefinition of political risk in a Multipolar World.

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Business Intelligence China Commodities ENG Future of Energy & Mobility G20 / Global GCC Hydrogen economy Japan MENA ENG Oil United States

Business Intelligence: Is the Hydrogen Economy ready to take-off?

Hydrogen as a feedstock for the petrochemical industry Since the first demonstrations of water electrolysis some two hundred years ago, […]

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ENG GCC MENA ENG Video ENG

Global Diwan [Webinar Recording]: Future of Energy in the Middle East

The Multipolarity Report partnered with The Global Diwan on a webinar that covered business and strategic issues on energy developments in the Middle East. Below is a video recording of the webinar with the participation of Alexandre Kateb

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Business & Geopolitics Business Intelligence ENG GCC MENA ENG

Business & Geopolitics: The Abraham Accord and the future of the Middle East

For someone with a such a personal and professional interest in the future of the Middle East and North Africa […]

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Economy ENG GCC Macro Focus ENG MENA ENG

Macro focus: How resilient are the GCC economies to the coronavirus recession?

The GCC countries have been hit hard by the most severe macroeconomic shock in their history as independent nations. The collapse of oil prices earlier this year dealt a heavy blow to oil exporters all around the world. While some of the GCC countries are among the most wealthy nations on earth, the oil crisis caused their fiscal balances and their current accounts to deteriorate sharply in the face of the twin oil shock and demand crisis provoked by the coronavirus. Beyond some common features, there are disparities in terms of resilience to the crisis and capacity to deal with its consequences. Leaving appart the special case of Dubai and to some extent Bahrain, the GCC governments must accelerate their efforts to transform their economies.

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ENG Market focus ENG Markets MENA ENG Oil United States

Market Focus: Why there is no end in sight for the oil war

A temporary production reduction agreement under current conditions is not necessarily in the interest of all stakeholders in the global oil industry
This deal will not solve the huge oversupply that is currently still building-up
The oil war is not due to misunderstandings or ego plays but to the intrinsically different strategies and motives of the key players at hand.
For all these reasons, an OPEC ++ coalition cannot not be sustained over time and its impact on oil prices is likely to be marginal and disappointing.

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ENG Market focus ENG Markets MENA ENG Oil Russia & FSU United States

Market Focus: Is Saudi Arabia’s “oil put” strategy reasonable ?

Alexandre Kateb was interviewed on RT International about Saudi Arabia’s “oil put” strategy following the Kingdom’s decision to flood the market with cheap oil in order to squeeze the other major oil producers.

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ENG Market focus ENG Markets MENA ENG Oil

Market Focus: OPEC+ Meeting in Vienna

Full content is restricted to subscribers. If you have an active subscription, please login below.  Subscribe to Macro Disruptions and […]

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Bonds Economy ENG Macro Focus ENG Markets MENA ENG

Macro focus Lebanon’s debt mechanics backfire (Interview)

Economist Alexandre Kateb explains how the state has had to go into debt over the last thirty years, via its central bank, to attract foreign capital. Since trust has been broken, the banking system has been beset by numerous requests to withdraw money.
Consultant and specialist in the Arab world, Alexandre Kateb is a lecturer at Sciences-Po.