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A 10x growing market. Renewable Energies in GCC speed recovey.

March 10, 2026 John Felipe Branch

This energy transition requires more than just panels; it needs solid base financial digital infrastructure.

A 10x growing market. Let’s see past volatility and uncertainty. While many see regional instability as a barrier, the energy transition is actually the GCC's strongest path to long-term resilience. And this transition requires more than just panels; it needs solid base financial digital infrastructure.

Saudi Arabia and UAE have ambitious renewables targets by 2030. As much as 10 times their current capacity.

My macro thesis is based in the following:

  1. Speed of recovery, short time to deployment. with government alignment, construction of a solar farm is a matter of months.

  2. Energy security. The sun comes up everyday, and installations can be deployed close to consumption, encouraging decentralisation.

  3. Direct savings by freeing oil barrels for exporting. A relief for their national budgets.

  4. Saudi Private-Public Partnerships (PPP), privatization of key sectors. Private companies are sought to run their public services and operating infrastructure.

  5. Digital layer can help bring together international private investors to participate in this renewables deployment (Here is my field of focus).

I am taking part in 2 contests related to renewable energies by Venture Craft KFUPM in Saudi Arabia and Qatar Development Bank, and waiting to enter for a program organised by ADIA Lab. Let’s see how everything develops.

In Spain we have an impressive renewable energy expertise built over decades, some companies with experience and even settled in the Arabian peninsula, can be key in prompt deployment of renewables.

Contact me, if you are a European renewable energy developer - EPC or potential investor willing to receive the macro thesis and investment pitch deck on a 10x growing and accelerated market.

Let’s build together!