All Articles
editorial
The 2026 Budget: How Saudi Arabia Quietly Abandoned Its Own Megaprojects
The December 2025 budget document contains no specific references to NEOM or New Murabba. The deficit is $44 billion — by design. Aramco cut its dividend by one-third. PIF's cash reserves hit their lowest since 2020. The budget that tells the truth the renderings concealed.
programmatic
Oil Price Impact on the Saudi Economy
Analysis of how oil prices affect Saudi Arabia's economy, covering fiscal breakeven price, revenue dependency, budget dynamics, and Vision 2030 diversification efforts.
editorial
Saudi Fiscal Sustainability Under Stress
Analysis of Saudi Arabia's fiscal position — oil price dependency, rising breakeven prices, debt trajectory, and Vision 2030 spending sustainability.
sector
Saudi OPEC+ Strategy: Production Coordination and Global Market Influence
Analysis of Saudi Arabia's OPEC+ strategy covering production decisions, market management, and Russia coordination.