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Infrastructure 
AriseIIP will invest USD 3 bn in Kenya over the next five years
The region is poised to benefit from the regional war as global firms diversify trade routes
Mubadala joins critical minerals investment fund as war puts supply chains into focus
Projects could span energy infrastructure, logistics networks, and mineral security
THIS MORNING: Dubai, Oman team up to bypass logistics bottlenecks + IHC signs off on buyback program up to AED 5 bn
Middle East crude benchmarks are also posting record highs
Iranian drones target DIFC + Fujairah port over the weekend
This follows warnings from Iran last week of potential targeting of US financial and tech infrastructure
THIS MORNING: Have you booked your staycation yet?
From oil to food supply chains, disruptions are causing countries to look for fallback strategies
TotalEnergies halts offshore oilfield production, Citi shuts down offices as war enters day 14
Plus: Attacks continued on vessels off of the coast of the UAE
More attacks at Hormuz
Operations at DXB were halted temporarily yesterday morning
THIS MORNING: Markets close in green for first time since war began + DP launches land bridge to bypass port disruption
Plus: The UAE’s tourism sector is the most exposed in the Gulf
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