Can the Gulf’s PPP boom survive the US-Iran conflict?

As the conflict in the Persian Gulf enters into its 12th week with no end in sight, I contributed comments on the impacts and prospects for the Public-Private Partnership project pipeline in the GCC, in an article titled “Can the Gulf’s PPP boom survive the US-Iran conflict?” by Alicia Buller for Partnerships Bulletin.

Decribing the fundamental shift that this conflict provokes in terms of geopolitical & geoeconomic environment, I commented that “The current conflict escalation has altered the risk calculus for PPPs across the GCC. (…) As the region moves from a period of visionary growth to one of strategic resilience, the pipeline is feeling the pressure of heightened geopolitical premiums and shifting fiscal priorities.”

Read the full article here.

Picture credits: Partnerships Bulletin

Nicolas Michelon

Nicolas is a corporate geoeconomics and strategic & business intelligence expert with 25 years of experience in the Asia-Pacific, and more recently in the Gulf and Türkiye. A Managing Partner at Alagan Partners, he advises corporate executives on how to navigate the current geopolitical and geoeconomic environment, mitigate risk and develop prospective scenarios. He is also an Adjunct Professor & Guest Lecturer in geopolitics, geoeconomics and business intelligence at ESCP Business School (France), Galatasaray University (Türkiye), University Mohammed VI Polytechnic (Morocco), and Ecole de Guerre Economique (Paris School of Economic Warfare).