UAE Edition 
MENA+ Edition 
Egypt Edition 
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AI + Innovation (MENA) 
Logistics (MENA) 
Adnoc, ADQ, NMDC, Edge + more join localization push
Agreements spanned pharma, chemicals, EPC, and defense
THIS MORNING: UAE (+ Qatar, Kuwait, and Israel) buy USD 8.6 bn of US defense systems + Adnoc lines up AED 200 bn for local contract awards
Plus: UAE’s civil aviation regulator announces business as usual in the skies
US investors lean into defense amid rising global conflict
Investors are embedding defense into long-term portfolios as geopolitical uncertainty becomes the baseline
More progress with China, another Open Finance milestone for ADIB, Edge explores more defense cooperation in Brazil, and Barings opens Abu Dhabi office
The Jereh agreement builds on momentum from earlier this week, when the UAE and China signed 24 agreements covering hydrogen,…
THIS MORNING: Reports circle of EGA selling off alumina stock + of a Trump-linked defense firm selling systems to UAE
Oxford Economics also have a sobering prediction for the GCC’s GDP
Attacks hit industry, threatening higher commodity prices and investor caution
Strikes hit EGA’s Kezad site, pushing the war into heavy industry as Abu Dhabi shifts to counter-drone partnerships and maritime…
Energy infrastructure targeted over the Eid break
A coalition of more than 20 countries has condemned Iran over attacks on commercial vessels, while local officials have stepped…
Iranian drone attacks show GCC needs to rethink air defense
Traditional defense systems work, but they are economically unviable
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