Key View:
Lower oil prices, sanctions on Iran and the OPEC+ production cut agreement pose headwinds for the MENA oil and gas
sector in the near team. However, the longer term fundamentals for production and consumption remain broadly bullish, supported
by a large and low-cost resource base and increasing openness to foreign participation.
Table of Contents
- Key View
- Industry Trend Analysis
- MENA Capex Set For Continued Growth
- OPEC Meeting Aftermath: Cut Fatigue Setting In
- Iraq Oil Production Set For Testing Times
- Aramco Shifting Focus Abroad
- Kuwait Diversifies Output To Offset Challenging Environment
- US Sanctions Add Impetus To Iranian Downstream Developments
- Strong Outlook For Qatari Gas Production Supported By Key Projects
- EastMed Signature Adds To Geopolitical Posturing In Eastern Mediterranean
- Turkey-Libya Deal Raises Political Risks Facing Gas Exploration
- Stalemate Risks Libyan Oil Targets
- Industry Risk/Reward Index
- MENA Upstream Oil & Gas Risk/Reward Index
- MENA Downstream Oil & Gas Risk/Reward Index
- Oil Price Outlook
- Brent: Improved Sentiment To Outweigh Weaker Fundamentals
- Regional Overview
- MENA Oil & Gas Overview
- Oil & Gas Glossary
- Oil & Gas Methodology
