Episode Details

Is the GCC facing a structural point of no return? With the Hormuz Blockade effectively "locking in" the region's economy, the old rules of Gulf growth are being rewritten. In Episode 88 of Majlis & Markets, Issam Al-Tawari re-joins us for a high-stakes briefing on the Gulf economic reset.

We move beyond the headlines to analyse why the 2026 conflict is more than just a volatility shock—it is a fundamental devaluation of regional security and credit profiles.

Key Briefing Points:

• The Chokepoint: The fiscal reality of stranded hydrocarbon exports.
• Credit Contagion: Why regional banks are tightening and the surge in war risk premiums.
• Kuwait’s Survival: Assessing the viability of Vision 2035 in a disrupted supply chain environment.
• The Global Reset: How shifting geopolitical hegemonies are forcing a new GCC financial strategy.

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