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The world’s emergency oil cushion is mostly spent — just as conflict-driven disruptions keep growing
More than 43% of global oil supply comes from conflict zones, and the reserves built to cover the next shock…
Adnoc L&S has now committed roughly USD 2.7 bn to vessel acquisitions in 2026 alone
The ships are contracted — but can they beat Hormuz?
Gulf airlines are restoring seat counts — but not the aircraft productivity that would make it a real recovery
Middle Eastern carriers are on track for a USD 4.3 bn collective loss this year — even with fares this…
TODAY: Gulf airlines face hidden capacity squeeze + the Hormuz bypass trade faces its first real test
What we’re tracking this morning regionally and around the world
Egypt clears Fujairah’s Mediterranean oil zone
The zone will plug Fujairah’s storage and trading operations into Al Hamra petroleum port in Alamein
DP World pushes ahead with Dar es Salaam terminal expansion
DP World is adding capacity at Dar es Salaam as Gulf operators push deeper into Africa’s trade corridors
TODAY: DP World expands African port capacity + Fujairah is getting a Mediterranean oil terminal
What we’re tracking this morning regionally and around the world
More 2Q earnings from Makhazen, Air Arabia, and Asyad Shipping
A mixed bag of earnings from the region’s logistics players
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