سياسات الحياد الكربوني العالمية ومستقبل جاذبية استثمارات النفط والغاز العربية: تحليل استراتيجي (SWOT)
Global Carbon Neutrality Policies and the Future Attractiveness of Arab Oil and Gas Investments: A Strategic SWOT Analysis
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Key words: Carbon Neutrality, Upstream Investments, SWOT Analysis, Investment Attractiveness, Fiscal Breakeven Price., الكلمات المفتاحية: الحياد الكربوني، استثمارات المنبع، تحليل SWOT، جاذبية الاستثمار، سعر التعادل الماليRésumé
This study examines the gap between global climate commitments and rentier economic structures exploring strategic pathways to sustain the Arab oil barrel competitiveness using a descriptive-analytical approach and SWOT, based on A.M.F and IEA. Findings reveal high sensitivity of Arab budgets to emissions policies with oil dependency exceeding 89% in Kuwait and Iraq, and Bahrain structural dependency gap 49.7%. UAE, Saudi Arabia, and Qatar maintain strong competitiveness due to low fiscal breakeven prices (under $55) and low carbon intensity positioning the Arab barrel as the "last barrel standing”. The study recommended expanding Carbon Capture technologies (especially in Iraq and Libya) and developing hydrogen industry to leverage Arab gas reserves (24% globally) ensuring regional leadership in clean energy by 2050.
