This week’s stories all circle back to a simple question: what holds an economy or a political system together when the underlying assumptions start to crack?
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.
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.
This report provides analysis and insights into Libya's energy sector for the month of October, 2025
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
This report covers political and security updates in Libya for the week of October 24 - October 30, 2025. Clients can download the full report at the end of the summary.
From Washington’s electoral calculus to the fragile calm in Gaza and the return of Turkish diplomacy in the Gulf, the theme of the week has been politics and power.
This report covers political and security updates in Libya for the week of October 17 - October 23, 2025. Clients can download the full report at the end of the summary.
This week, we’ve been hyperfocused on the energy sector. Our team attended two major conferences where we connected with oil majors, government officials, investors and operators from across the world to take the industry’s temperature.
