{"id":113271,"date":"2026-03-16T00:00:00","date_gmt":"2026-03-16T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/menaplus\/?p=113271"},"modified":"2026-04-13T18:30:06","modified_gmt":"2026-04-13T18:30:06","slug":"week-three-a-great-rerouting-is-reshaping-gulf-logistics-as-the-economic-costs-pile-up","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/menaplus\/2026\/03\/16\/week-three-a-great-rerouting-is-reshaping-gulf-logistics-as-the-economic-costs-pile-up\/","title":{"rendered":"Week three: A \u201cGreat Rerouting\u201d is reshaping Gulf logistics as the economic costs pile up"},"content":{"rendered":"

Good morning, wonderful people. <\/strong>We\u2019re well into week three of the US-Israeli war on Iran, and some patterns worth talking about are taking shape. <\/p>\n

But first: <\/strong>Let\u2019s play a little game of point-counterpoint.<\/p>\n

POINT- The US-Israeli war on Iran could hit MENA\u2019s biggest economies harder than covid<\/strong> if it lasts much longer, Bloomberg<\/a> \u2019s inimitable Farouk Soussa says. Qatar and Kuwait could see their economies contract as much as 14% this year if the war lasts through April, while the UAE could see a 4% drop and Saudi GDP could shrink 3%. Egypt, meanwhile, trails only Pakistan and India in its vulnerability to fallout from the conflict, a Fitch Solutions report suggests. <\/p>\n

COUNTERPOINT- Maybe some investors think it\u2019s all just a blip? <\/strong>The UAE just raised USD 300 mn in its first AED-denominated T-bond auction since the war started. Investors placed bids for more than 4.4x than was on offer and the spread was just 16 basis points above comparable US treasuries. Some investors, it seems, still like the UAE\u2019s longer-term prospects, whatever the short-term narrative is on capital flight. <\/p>\n

Yes, but\u2026 <\/strong>The open question remains: How much of the buying was by captive domestic players? (Read: Local institutions directed to send the right signal.)<\/p>\n

This morning\u2019s pattern: A Great Rerouting<\/strong> is reshaping the region\u2019s logistics architecture in real time. <\/strong>As we note in this morning\u2019s The Lede, Saudi has engineered a massive repositioning of trucks and customs infrastructure to the Red Sea in a bid to stay open to global trade. Egypt\u2019s Red Sea ports are surging, and DP World anticipates surging Jeddah volumes. Meanwhile, Adnoc is cutting onshore crude shipments to equity partners by 20% so that it can redirect supply to Fujairah, the east-west pipeline that\u2019s now ramping-up to 7 mn bbl \/ day. <\/p>\n

The rerouting will hit passengers this morning, too: <\/strong>DXB was just reopening for a handful of flights as of 10:37 am UAE after an Iranian drone hit fuel tanks<\/a> at the airport overnight, forcing a shutdown. <\/p>\n

What you\u2019re reading: <\/strong>This is the first live-written zero issue of EnterpriseAM MENA+. Thanks for reading. \u2013Patrick<\/p>\n","protected":false},"excerpt":{"rendered":"

Plus: Investors appetite for UAE debt was strong yesterday<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"newspack_ads_suppress_ads":false,"newspack_popups_has_disabled_popups":false,"newspack_sponsor_sponsorship_scope":"","newspack_sponsor_native_byline_display":"inherit","newspack_sponsor_native_category_display":"inherit","newspack_sponsor_underwriter_style":"inherit","newspack_sponsor_underwriter_placement":"inherit","ep_exclude_from_search":false,"_primary_brand":0,"newspack_featured_image_position":"","newspack_post_subtitle":"","newspack_article_summary_title":"Overview:","newspack_article_summary":"","newspack_hide_updated_date":false,"newspack_show_updated_date":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[2604],"tags":[2715,2716,2538,2603,2562],"brand":[],"newspack_spnsrs_tax":[],"class_list":["post-113271","post","type-post","status-publish","format-standard","hentry","category-opening-note","tag-debt-market","tag-dubai-international-airport","tag-enterpriseam","tag-opening-note","tag-uae","wpautop","entry"],"acf":{"mongo_id":"4073eb93-0dcc-48d0-a9f7-9274b4541107","order":"1","is_powered_by":false,"story_type":"1","photo_url":"","photo_position":"above","homepage_title":"","full_issue_title":"Week three: A \u201cGreat Rerouting\u201d is reshaping Gulf logistics as the economic costs pile up","related_issue":[113269],"teaser":"Plus: Investors appetite for UAE debt was strong yesterday"},"yoast_head":"\nWeek three: A \u201cGreat Rerouting\u201d is reshaping Gulf logistics as the economic costs pile up - 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