This may be the decade of the kinetic world. Oil, commodities, investment in climate transition and rebuilding infrastructure will dominate the narrative. Can we really expect technology to snap back? Who really needs another SaaS company? Saudi Arabia is modernizing at a rapid pace, and the region’s giant capital surplus is largely funding the innovation economy. However, China remains our primary geopolitical rival and reinforces the kinetic— the importance of semiconductors, war material, and other supply chains. Many nations prefer a multipolar world out of self-interest further enforcing these trends.It is hard to fight a good narrative.
