Alexandre Kateb was interviewed on RT International about Saudi Arabia’s “oil put” strategy following the Kingdom’s decision to flood the market with cheap oil in order to squeeze the other major oil producers.… Read More Is Saudi Arabia’s “oil put” strategy reasonable ?
The International Energy Agency, which is the OECD’s Energy watchdog, has just released its Oil Report for March 2020. This release coincides with the worst fallout in oil prices in a single day in decades. This new monthly edition of the IEA’s flagship publication comes amid increasingly gloomy prospects for the world economy, amid a seemingly irrepressible spread of the coronavirus pandemic. … Read More Oil : Key takeways from the IEA’s March report on the oil market
In order to better measure the impact of value chains fragmentation, we conducted an “input-output” analysis to highlight the dependence of the US economy on Chinese output, branch by branch. … Read More What is the real economic dependence of the United States on China?
Falling global oil demand in the wake of the coronavirus outbreak Global oil demand has been hit hard by the coronavirus outbreak which led to the shutdown of much of the Chinese economy in January and February and the subsequent impact on supply and demand in China and all around the world, as the epidemic… Read More Flash : OPEC+ Meeting in Vienna
The purpose of this article is to present the results of a simple simulation carried out to better explain the R0 parameter that commands the spread of an epidemic such as that of the new Coronavirus Covid-19.… Read More Coronavirus: a simulation on R to understand
Economist Alexandre Kateb explains how the state has had to go into debt over the last thirty years, via its central bank, to attract foreign capital. Since trust has been broken, the banking system has been beset by numerous requests to withdraw money.
Consultant and specialist in the Arab world, Alexandre Kateb is a lecturer at Sciences-Po.… Read More Lebanon’s debt mechanics backfire
Once again, Argentina is embarked on a complicated debt restructuring process. This post exposes some key facts and figure and makes some observations from the macro and legal perspectives.… Read More A short take on Argentina’s new sovereign debt restructuring
The spread of the coronavirus (Covid-19) is currently the number one concern among healthcare specialists, policymakers, journalists, economic and market analysts and ordinary citizens alike. The elucidation of the disease’s dynamics, death toll and impact on the Chinese and on the global economy are mobilising experts and analysts both in the economics and healthcare communities.… Read More Understanding the dynamics and counting the cost of the coronavirus
Saudi Aramco's IPO was introduced as a central element of Vision 2030, the ambitious economic diversification strategy unveiled by Prince Mohammed bin Salman (MBS) in January 2016, when oil prices reached a historic low of $29 per barrel. The prospects suddenly darkened for Saudi Arabia and it was necessary to respond quickly. The crown prince's… Read More What is Saudi Aramco really worth?
Over the past few years, the African continent has relaunched its efforts of integration, through the reform of the African Union and the launch of the AfCFTA. By 2050 the population of Africa will have doubled. By relying on its increasingly well-educated youth, it could release its extraordinary economic potential. This transformation represents an historic opportunity for binding the African and European continents to each other, something that Robert Schuman wished for several decades ago. To achieve this, it is fundamental to articulate the North-South and South-South cooperation logics in order to encourage the emergence of an economic ecosystem that is both integrated and modular. Morocco’s experience is edifying in this respect. The new European executive, after the May 2019 elections, should make integration with Africa a strategic priority. This is not only a stake for the future. It is an existential imperative for Europe, at a time when security and migration threats are intensifying. It is particularly true if Europe want to continue to have an impact in the world, when faced with giants such as China and the United States.… Read More Towards a renewed partnership between the European Union and Africa