This week's newsletter focuses on a single issue that is reshaping the Gulf’s political economy (and, increasingly, its geopolitical relevance): the race for AI leadership between the UAE and Saudi Arabia.
The race between the UAE and Saudi Arabia will define who sets the Gulf’s digital standards and who becomes its technological gatekeeper. Abu Dhabi's position is already well established, but Saudi Arabia’s Vision 2030 ambitions are fast catching up, setting the stage for a Gulf-wide AI rivalry.
This report covers political and security updates in Libya for the week of November 7 - November 13, 2025. Clients can download the full report at the end of the page.
Market Outlook
October was cautiously positive for Libya’s energy sector observers. Operationally, the NOC showed resilience, keeping production steady and reactivating long-idle assets despite persistent governance gaps.
Foreign operators
This week’s edition is a short one but a good one. We’re launching our America coverage with two stories that cut to the heart of the country’s foreign and domestic politics.
This report covers political and security updates in Libya for the week of October 31 - November 6, 2025. Clients can download the full report at the end of the summary.
After three decades of cyclical violence, the recent DRC-Rwanda accord signaled not only hope for regional stability, but a new U.S. diplomatic approach driven by commercial ambition.
Support for Israel has been a bipartisan stance in U.S. politics for decades, but the recent war in Gaza has pushed both parties in differing trajectories.
This week has been about political, financial and ideological realignments: from Ankara’s manoeuvring in the Gulf to the rise of a new international Right, and from Milei’s consolidation of power in Argentina to Iran’s unraveling banking sector
Turkish President Erdoğan’s latest economic and security outreach to the Gulf could easily benefit both sides, but Turkey's ambition and the Gulf's wariness of Ankara's influence could limit their cooperation.
Over the past decade, far-right political parties have continued to grow in strength globally. These once-isolated movements have experienced a growing push for international unity. Yet if the far right continues to achieve political success, their cohesion as a united front will be tested.
