Saudi Vision 2030 — Independent Intelligence, Analysis & Investment Research
From Zero to Fourteen Gigawatts: Saudi Arabia's Renewable Energy Sprint and the Geopolitics of the Sun
Six years ago, Saudi Arabia had no large-scale renewable power plants. In 2026, it plans to award 14 gigawatts of new solar and wind capacity — one of the largest renewable procurement rounds in history.
Saudi Arabia Inc.: Is Mohammed bin Salman Building a Country or a Holding Company?
The Public Investment Fund owns the airline, the football clubs, the entertainment company, the car manufacturer, the data centers, and the defence industry. With $941 billion in assets and one chairman, is this diversification — or something else entirely?
The $113 Paradox: Saudi Arabia Needs Record Oil Prices to Fund the Plan to Not Need Oil
Bloomberg Economics estimates Saudi Arabia needs oil at $96 per barrel to balance its budget and $113 to fund MBS's project pipeline. In December 2025, Saudi crude was at $55. The math no longer works.
The Blood Price: 21,000 Dead Workers and the Moral Ledger of Vision 2030
An estimated 21,000 migrant workers have died on Saudi Vision 2030 projects since 2017. This is the story that everyone in the Vision 2030 ecosystem knows and nobody wants to tell.
Latest Intelligence
From Zero to Fourteen Gigawatts: Saudi Arabia's Renewable Energy Sprint and the Geopolitics of the Sun
Six years ago, Saudi Arabia had no large-scale renewable power plants. In 2026, it plans to award 14 gigawatts of new solar and wind capacity — one of the largest renewable procurement rounds in history.
Saudi Arabia Inc.: Is Mohammed bin Salman Building a Country or a Holding Company?
The Public Investment Fund owns the airline, the football clubs, the entertainment company, the car manufacturer, the data centers, and the defence industry. With $941 billion in assets and one chairman, is this diversification — or something else entirely?
The $113 Paradox: Saudi Arabia Needs Record Oil Prices to Fund the Plan to Not Need Oil
Bloomberg Economics estimates Saudi Arabia needs oil at $96 per barrel to balance its budget and $113 to fund MBS's project pipeline. In December 2025, Saudi crude was at $55. The math no longer works.
The Blood Price: 21,000 Dead Workers and the Moral Ledger of Vision 2030
An estimated 21,000 migrant workers have died on Saudi Vision 2030 projects since 2017. This is the story that everyone in the Vision 2030 ecosystem knows and nobody wants to tell.
Vision 2030 at Ten: The Most Expensive Reality Check in History
A decade after Mohammed bin Salman unveiled the most ambitious economic transformation plan ever attempted by a petrostate, Saudi Arabia is rewriting the rules — not abandoning them.