Why Geopolitical Disruption Could Accelerate Infrastructure Investment

Sadek Wahba joins Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern on Bloomberg Surveillance to share his perspective on how the Iran war is impacting the Middle East and why the region’s fundamental need for infrastructure not only remains, but is accelerating amid the turbulence. The interview highlights how governments across the GCC are increasingly focused on redundancy, energy security and reducing concentration risk across critical systems.

The discussion also covers:

• The growing need for investment in pipelines, storage facilities and transmission infrastructure to reduce dependence on concentrated trade routes such as the Strait of Hormuz
• Rising demand for digital infrastructure including data centers, fiber networks and power systems as AI and cloud adoption accelerate across the region
• Why water infrastructure and desalination systems are becoming increasingly strategic across the GCC
• The expanding role of private capital and foreign direct investment in supporting long-term infrastructure development
• How renewable energy investment and grid modernization are expected to play a larger role in regional infrastructure strategies over the coming decade

This website does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact I Squared or consult with the professional advisor of their choosing. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by I Squared. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by I Squared or any other person. While such sources are believed to be reliable, I Squared does not assume any responsibility for the accuracy or completeness of such information. I Squared does not undertake any obligation to update the information contained herein as of any future date. Except where otherwise indicated, the information contained in this website is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Recipients should not rely on this material in making any future investment decision. Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.