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Saudi Arabia’s 2025 balance of payments data indicates that the country’s current account break even oil price remains close to $100 a barrel.
Tweet author Brad Setser highlights that this figure is based on approximately 7 million barrels per day in crude and product exports. Setser’s update reflects ongoing scrutiny of petrodollar flows and the financial positioning of Saudi Arabia amid changing energy market dynamics.
Setser has previously observed a diminished period of Gulf risk, suggesting renewed attention on global imbalances involving Europe and China in his recent analysis. He has also noted how Korean chip stocks supported markets while the won stayed weak. These earlier comments provide context for his ongoing focus on regional and sectoral shifts affecting balance of payments.