Infrastructure 
MENA+ Edition 
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AI + Innovation (MENA) 
TODAY: What will the new operating reality for Hormuz look like?
What we’re tracking this morning regionally and around the world
Chinese textile giant Jasan Group breaks ground on USD 117 mn Qantara West complex
The complex is highly export-oriented, with 90% of its total output earmarked for global markets
A second Hormuz shock is hitting Gulf fertilizer producers with empty buffers
Weak vessel returns, shrinking storage, and risk across both Hormuz and the Red Sea are pushing the Gulf fertilizer crisis…
TODAY: Egypt and Libya want a new pipeline + The war still weighs on earnings
What we’re tracking this morning regionally and around the world
What if the next gas hub is a fleet, not a terminal?
The market has consistently placed a premium on optionality, broadening the sources of value beyond infrastructure alone
TODAY: What if the next gas hub is a fleet, not a terminal?
What we’re tracking this morning regionally and around the world
Asia’s oil rebound is running cargoes and Chinese inventories
July imports recovered as the ceasefire released stranded cargoes and China slashed buying
DP World will build a 222-hectare industrial park next to Mombasa's port
The Mombasa Industrial Park will sit less than 20 km from the port and roll out in phases
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