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Latest articles in Qatar

Iran and Israel conflict worsens as each tries to shape the next US nuclear deal

Israel's cyberattack against the Natanz nuclear facility in Iran, maritime attack against the Saviz vessel in the Red Sea, and airstrikes against Iranian-linked assets in Syria all point to a more intense phase of conflict with Iran that coincides wi...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 April 2021
Iran and Israel conflict worsens as each tries to shape the next US nuclear deal
Iran and Israel conflict worsens as each tries to shape the next US nuclear deal

Israel's alternative to Egypt's Suez Canal for Saudi and GCC oil transit

We have written before on the potential inflationary impact on commodity prices, eg the 1.4mbpd of blocked northbound crude transit is 40% larger than the unilateral Saudi output in January which sparked this year's rally in oil prices. Geopolitical ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 29 March 2021
Israel's alternative to Egypt's Suez Canal for Saudi and GCC oil transit
Israel's alternative to Egypt's Suez Canal for Saudi and GCC oil transit

Suez Canal blocked: 7 charts on impact on Oil & Gas, Food & Fertilizer, Egypt

The thought of a grounded container ship blocking the northbound lane of the Suez Canal evokes memories of the scene in Austin Powers when he is frantically trying to turn his buggy around in an impossibly tight space, and the picture of a minuscule ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 26 March 2021
Suez Canal blocked: 7 charts on impact on Oil & Gas, Food & Fertilizer, Egypt
Suez Canal blocked: 7 charts on impact on Oil & Gas, Food & Fertilizer, Egypt

Oil price rally turns GCC fiscal balances positive for now, reform still a must

However, the oil price rally does not herald a new paradigm on which to base an investment strategy over the next one to three years: OPEC+ discipline is fragile (and highly dependent on Saudi), demand recovery post-Covid is likely to be a stuttering...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 8 March 2021
Oil price rally turns GCC fiscal balances positive for now, reform still a must
Oil price rally turns GCC fiscal balances positive for now, reform still a must

Yalla: Clouds on the horizon for MENA's Facebook

Yalla is a voice-based social network in the MENA region, founded in 2016 by a Chinese group that has operations in the UAE and China. Yalla exposes investors to the rise of emerging markets tech through a US-listed entity. Yalla’s success as a voice...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 11 February 2021
Yalla: Clouds on the horizon for MENA's Facebook
Yalla: Clouds on the horizon for MENA's Facebook

Commercial Bank of Qatar: Digitalisation boosts efficiency and reduces risk

Due to its large per capita stock of accessible hydrocarbon reserves, Qatar has a more sustainable business model than its neighbours, as reflected in its superior fiscal position and consequently less aggressive need to diversify. Relative to the pr...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 8 February 2021
Commercial Bank of Qatar: Digitalisation boosts efficiency and reduces risk
Commercial Bank of Qatar: Digitalisation boosts efficiency and reduces risk