Economic Injustice is Anchoring Itself in the Arab World — published at Carnegie
Inequality in the MENA region is becoming structural rather than cyclical — a slow variable that sets the conditions under which faster ones eventually break. Published at Carnegie.
BRICS+ and the Arab Gulf: The Perks of Membership — published at Carnegie
Saudi Arabia and the UAE joining BRICS was read as a geopolitical signal. The economic case stands on its own terms — which changes what the expansion actually predicts. Published in Carnegie’s Sada.
Morocco’s Long Road Toward Economic Transformation — published at Carnegie
A quarter century of modernization, sustainability investment and entry into global value chains — set against socioeconomic challenges that have proved more stubborn than the industrial policy. A Carnegie paper.
The Abraham Accords After Gaza — published at Carnegie
The Arab-Israeli agreements were widely expected not to survive the war in Gaza. They largely have — but their future depends on dynamics well beyond the signatories. A Carnegie paper.
The GCC’s Multipolar Pivot — published at Carnegie
The Gulf has redirected its energy exports toward Asia — and with them, its diplomatic and financial alliances. A Carnegie paper on what the shift means, including whether the dollar peg still fits the region’s trade patterns.
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 exchange for a steady supply of oil to fuel its growing economy under a sweeping economic and security agreement signed on Saturday.“ The partnership was signed by China’s Foreign Minister Wang Yi and his Iranian […]
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, Hydrogen has witnessed many false dawns. As recorded by the International Energy Agency (IEA) in its landmark report on the Future of Hydrogen, commissioned by the Japanese Presidency of the G20 in June 2019, hydrogen […]
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
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 (MENA) region – cf. my bio, my book “A New Development model for the MENA region”, published in French in 2019 with a foreword by Former WTO Managing-Director and current President of the Paris Peace Forum Pascal Lamy), and my 12-sessions long seminar on the MENA […]
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.