All Articles
editorial
The War Dividend: Aramco’s $33.6 Billion Quarter and the Oil Dependency Vision 2030 Cannot Escape
Aramco’s Q1 2026 profit surge, East-West Pipeline rerouting, and Saudi fiscal deficit expose the central contradiction of Vision 2030: the post-oil transformation still runs on oil.
editorial
The $113 Paradox: Saudi Arabia Needs Record Oil Prices to Fund the Plan to Not Need Oil
Saudi Arabia needs $96/barrel to balance its budget and $113 to fund Vision 2030. Analysis of the fiscal arithmetic that doesn't add up.