Tag: Saudi Aramco and Ma’aden

Liquidity That Cannot Move Is Not Liquidity

The global banking system holds $27 trillion in prefunded accounts, but recent disruptions in the Gulf have exposed a deeper issue. Liquidity that cannot move becomes a constraint in times of crisis. This analysis explores how GCC economies are responding by shifting toward direct settlement systems and wholesale digital currencies to improve financial resilience.

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From Black Gold to White Oil: Saudi Arabia’s Race to Control the Battery Midstream

As the global energy transition accelerates, control over lithium processing has become the true source of power in the battery economy. Saudi Arabia is responding by anchoring domestic refining in Yanbu, extracting lithium from oilfield brines, and securing global supply through sovereign capital. The result is a coordinated strategy to control the battery midstream, where value, resilience, and industrial leverage converge.

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