Ziad Daoud

Chief Emerging Markets Economist, Bloomberg Economics · Person · Geopolitics

Mentions

Episodes

Claims

Ziad Daoud - Chief Emerging Markets Economist, Bloomberg Economics. Tracked across 29 mentions in podcasts and expert conversations analyzed by Sonic.

What Ziad Daoud has said

The ongoing war has caused oil prices to increase from approximately $65 per barrel to about $110 per barrel.

bearish·Ziad Daoud

The inflationary impact of war-related supply chain disruptions is expected to take 12 to 18 months to materialize in final product prices.

bearish·Ziad Daoud

The East-West pipeline in Saudi Arabia and the port of Yanbu supply the world with about 5 million barrels of oil per day, representing approximately 5% of global supplies.

neutral·Ziad Daoud

The ongoing war has caused oil prices to increase from approximately $65 per barrel to about $110 per barrel.

Expert perspectiveZiad DaoudMay 19

The inflationary impact of war-related supply chain disruptions is expected to take 12 to 18 months to materialize in final product prices.

Expert perspectiveZiad DaoudMay 19

The East-West pipeline in Saudi Arabia and the port of Yanbu supply the world with about 5 million barrels of oil per day, representing approximately 5% of global supplies.

Expert perspectiveZiad DaoudMay 19

The biggest risk for a further increase in oil prices is a disruption to the East-West pipeline in Saudi Arabia and the Red Sea port of Yanbu.

Expert perspectiveZiad DaoudMay 19

The war has removed approximately 10 to 12 million barrels of oil per day from the global economy.

Expert perspectiveZiad DaoudMay 19

The loss of 10-12 million barrels of oil per day was offset by drawing down inventories (40%), demand destruction (30%), and the non-materialization of an expected oil surplus (30%).

Expert perspectiveZiad DaoudMay 19

The US strategy under President Donald Trump is to first suffocate the Iranian economy with a blockade and then force concessions in negotiations.

Expert perspectiveZiad DaoudMay 5

Bloomberg Economics has revised down its global growth forecast for the current year, projecting the slowest growth since the COVID-19 pandemic due to the war.

Expert perspectiveZiad DaoudMay 5

In March, Iran was exporting as much oil as it did before the war and was earning more from oil sales due to higher prices.

Expert perspectiveZiad DaoudMay 5

The war in the Middle East caused the largest oil supply disruption in history, reversing what was expected to be a year of unprecedented oversupply.

Expert perspectiveZiad DaoudMay 5

The world has lost at least 10% of its oil supplies due to the conflict.

Expert perspectiveZiad DaoudMay 5

U.S.-supplied military equipment in the Gulf has proven effective, intercepting a high percentage of missile and drone attacks during the recent conflict.

Expert perspectiveZiad DaoudApr 13

Following a hypothetical inauguration of President Trump in January 2025, OPEC+ began increasing oil output by amounts larger than markets expected, a move hypothesized to be an attempt to please the ...

Expert perspectiveZiad DaoudApr 13

The U.S. security umbrella has disappointed Gulf nations on several occasions, including the 2017 Qatar blockade, attacks on energy facilities in 2018-2019, and the 2019 attack on Aramco facilities wh...

Expert perspectiveZiad DaoudApr 13

The prospect of Saudi Arabia normalizing relations with Israel, a key U.S. foreign policy goal, now appears distant due to the current regional war.

Expert perspectiveZiad DaoudApr 13

Iran has been able to achieve its strategic objectives in the conflict by imposing costs on the global economy through attacks on Gulf energy facilities and the closure of the Strait of Hormuz.

Expert perspectiveZiad DaoudApr 13

Ziad Daoud predicts that in the aftermath of the war, the UAE will likely strengthen its relationship with the U.S. and possibly Israel.

Expert perspectiveZiad DaoudApr 13

Outward capital flows from the Gulf region are expected to decrease due to interruptions in oil exports and rising domestic defense spending.

Expert perspectiveZiad DaoudApr 13

Following the 1990 Iraqi invasion, Kuwait shifted its fiscal strategy to invest less domestically and move more wealth abroad, which has led to decades of infrastructure deterioration.

Expert perspectiveZiad DaoudApr 13

Kuwait's potential for electricity cuts in 2026 is a direct consequence of long-term underinvestment in its power infrastructure, a trend that began after the 1990 Iraqi invasion.

Expert perspectiveZiad DaoudApr 13

Create a free account to see Ziad Daoud's full intelligence report - every claim, the relationship network, and AI Q&A across all sources. No card needed.

Get started free

Back to Entities Entity Detail