Tellimer's Malik on OPEC+, Soaring Oil Prices, and the Delisting of Public Companies in Dubai

The video discusses the impact of OPEC+ decisions on oil prices and their implications for fiscal budgets in the Gulf region. It explores the effects on equity markets, particularly in the GCC, and examines the fiscal break-even points for Saudi Arabia. The outlook for the oil market is analyzed, highlighting the fragile OPEC+ discipline and the potential shift towards renewable energy. The strategic moves by Saudi Arabia to influence US policy are discussed, along with investment opportunities in the UAE and Russia. Finally, the dynamics of Dubai's market, including challenges faced by minority shareholders, are explored.

What impact does Saudi Arabia's restraint on oil supply have on oil prices?

How does the current oil price environment affect the fiscal budgets of countries like Saudi Arabia, Kuwait, and UAE?

What are the implications of OPEC plus's discipline on the global oil supply?

In what ways might high oil prices accelerate the transition to renewable energy?

What are the potential risks associated with the Biden administration's approach to Saudi Arabia and Iran?

How do the valuations of Saudi Arabia compare to those of the UAE in the context of emerging markets?

What factors contribute to the perception of minority shareholder treatment in Dubai's market?