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Drop-In: Middle East Outlook – The Gulf economies after the conflict

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What does the end of the Iran conflict mean for the Gulf economies? How quickly can they restore energy production to pre-war levels? How has the fighting reshaped their longer-term outlooks?

Our MENA and Commodities teams held this special briefing on the economic legacies of the Iran conflict, during which they answered client questions and addressed key issues, including:

  • The implications of our below-consensus outlook for oil prices for Gulf economies;
  • How the conflict has influenced the region’s geopolitical alignments;
  • How the conflict could reshape diversification strategies and oil production plans.
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