Navigating an oil glut: Fiscal and rating risks for the Gulf—Slide presentation and webinar replay

GULF COUNTRIES - Presentation 05 Nov 2025 by Justin Alexander

What's next for the GCC in an environment of low oil prices but tight spreads? How will OPEC+ navigate market concerns about an oil supply glut? How are diversification efforts progressing? Can Gulf states keep their deficits and borrowing in check? Which ratings might change? While some political risks have eased, which remain?

View Justin Alexander's slide presentation from his recent webinar, "Navigating an oil glut: fiscal and rating risks for the gulf" for insight into the current landscape for GCC countries and the potential fiscal and economic developments and risks to watch for in 2026.

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