EPISODE · Mar 12, 2026 · 18 MIN
Climate Money S2 E2: $6 trillion in Gulf capital is looking for the exit
from Climate Money · host Susan Su
The Iran war is dominating oil headlines, but the sleeper story is what happens to the $6 trillion in Gulf sovereign wealth fund capital that underpins the AI boom and the energy transition. We break down the unprecedented force majeure reviews now underway across Gulf economies, what they mean for climate project finance and fund formation, and why the real disruption isn't barrels — it's balance sheets.
What this episode covers
The Iran war is dominating oil headlines, but the sleeper story is what happens to the $6 trillion in Gulf sovereign wealth fund capital that underpins the AI boom and the energy transition. We break down the unprecedented force majeure reviews now underway across Gulf economies, what they mean for climate project finance and fund formation, and why the real disruption isn't barrels — it's balance sheets.
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Climate Money S2 E2: $6 trillion in Gulf capital is looking for the exit
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