Let’s Talk Energy and take a deep dive into the epicenter of the global energy industry, the Middle East, ahead of the massive ADIPEC energy conference in Abu Dhabi, with Aditya Saraswat, Research Director for the Middle East & North Africa region, and Valerie Panopio, Commodities Markets VP. Energy strategies in the region have been rapidly evolving over the past five years. When much of the Western world was limiting investment into new volumes of oil and gas, Middle Eastern countries were expanding their production, despite lower near-term prices. Yet, the next phase of oil and gas development in the region is poised to look very different than the giant onshore fields that have fed global markets for decades.  At the same time, countries in the Middle East are rapidly scaling renewable power and harnessing artificial intelligence to make their energy production cleaner and more efficient.  

Where does the additional oil from the Middle East that will be needed by global markets come from? How could countries leverage rising gas production domestically and abroad?  What does a modern energy mix in the region look like? What do these shifts mean for the companies working there, OPEC+ production policy and global markets? 

Further Analysis: 

Middle East energy sector flexes for the future (accessible for non-clients) 

Saudi Arabia slashes crude burn, taps gas for power generation by 2030 (accessible for non-clients) 

Middle East to overtake Asia in gas output in 2025, become second-largest region globally  (accessible for non-clients) 

Fewer refineries, greater capacity: Middle East and Asia lead the charge (accessible for non-clients) 

Middle East leads pack in future greenfield capex and sanctioning activity (clients only) 

Middle East energy sector flexes for the future (clients only) 

OPEC+ strategy shifts: From price support to market share (clients only) 

In discoveries and FIDs, Middle East is 2025’s first-half global standout (clients only) 

Gas and Renewables: The Middle East’s energy balance for the future (clients only) 

NOCs push upstream, refining investment as majors balance capex with returns (clients only) 

Refined Products Trade Flow Report – October 2025 (clients only)

Produced by: Laura Rodriguez Skaug & Både Og.

Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.

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