Logistics (MENA) 
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How chokepoint tensions are rippling through just-in-time production networks
If disruptions become prolonged, just-in-time production networks will face more bottlenecks
Adnoc + OMV start operating Borouge 4, New sea-land logistics corridor between Dammam + Sharjah
Stories on our radar this morning from around the region
Energy infrastructure, airports targeted over the Eid break
Tehran warned it could mine the Gulf if its coasts or islands are attacked
Could Iran’s total Hormuz blockade give way to selective gatekeeping?
Despite the selective openings, any enemy-linked vessels remain strictly barred
Saudi officials are modeling a worst-case oil price scenario
The ongoing conflict has already withheld mns of barrels from the global supply
Hormuz risks are turning LNG market strain into a structural crisis
The true cost spike for consumers will not hit hot until June 2026
Egypt continues to issue LCs as usual
LCs continue to be processed — albeit after closer inspection to verify documentation
Redex lands in Jeddah, Aramex ramps up healthcare logistics at Dubai South
Stories on our radar this morning from around the region
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