US Companies and Gulf States

• US companies are in early stages of establishing a presence in the Middle East, with countries there holding leverage.
• The ideal scenario is for US companies to see inherent value in operating in the Middle East, beyond immediate incentives.
• The current dynamic between US companies and Gulf states (Saudi Arabia, Qatar, UAE) is significant, extending beyond capital to encompass energy, regulations, infrastructure, land availability, and evolved human capital and mindsets.
• Reshaping this partnership is a long-term process, similar to the shift in supply chains from China to India, highlighting the complexity of such transitions even in established democracies.