Energy & Resources
In-depth analysis and breaking intelligence on energy & resources markets across the GCC.
How Geopolitical Disruptions Are Reshaping Energy Investment Across the Gulf
Analysis of how rising oil prices, shipping disruptions, and major capital commitments are influencing energy investment strategies across GCC economies, with implications for diversification and long-term competitiveness.
Gulf Renewable Energy Outlook 2026: Resilience Amid Policy Shifts and Demand Growth
Analysis of the Gulf region's renewable energy landscape in 2026, focusing on policy changes, storage integration, data center demand, and the recalibration of strategies by developers and investors.
How Gulf Energy Investors Are Navigating Geopolitical Risk and Market Volatility
Analysis of recent energy market disruptions—oil above $100, shipping attacks in the Red Sea, and ADNOC's $6.2B FID—and their implications for Gulf investment strategies, capital allocation, and long-term diversification.
How Solar PV Manufacturing Shifts Are Reshaping Gulf Energy Strategies
Analysis of global solar module manufacturing trends and their implications for Gulf economies' diversification and energy transition goals.
Emerging Asian Innovators Including Xizi Clean Energy Equipment Manufacturing And 2 Other Promising Small Caps
Explore three promising small-cap companies in Asia, including Xizi Clean Energy Equipment Manufacturing, gremsInc, and CURVES HOLDINGS, with strong fundamentals and growth potential.
The Renewable Revolution: Doubling Capacity by 2030 – But Are We Ready for the Grid and Supply Chain Challenges?
The IEA projects global renewable electricity capacity will more than double by 2030, adding 4,600 GW – equivalent to the combined power generation of China, the EU, and Japan. Solar PV dominates, accounting for nearly 80% of the surge. While this growth is unprecedented, it masks critical bottlenecks: grid integration, supply chain vulnerabilities, policy instability, and workforce gaps. This article provides a deep industry audit, leveraging IEA reports (Renewables 2025, COP28 pledge tracker, and technology collaborations) to uncover the hidden economic logic behind capacity additions. It explores what it takes to turn record-breaking installation numbers into a reliable, low-emissions energy system – and why the next frontier is not just generation, but infrastructure and systemic resilience.
