Enforcement Will Test Abu Dhabi’s Appetite to Absorb Domestic Costs While Pressuring Tehran On August 19, 2026, the United Arab Emirates announced it had stopped “all trade, commercial exchanges and financial transactions” with Iran “until further notice.” But the Foreign Ministry did not cite a new statute, cabinet resolution, sanctions list or …
Read More »Attacks on UAE vessels raise risks for Indian crude imports. But LPG, LNG supplies far more vulnerable
India may avoid a crude supply crunch, but persistent attacks on Gulf shipping could raise freight, insurance and fuel costs, while putting LPG and LNG supplies at riskNew Delhi: Recent attacks on UAE’s state-owned Abu Dhabi National Oil Company (ADNOC) vessels and Saudi energy infrastructure are unlikely to leave India short …
Read More »UAE’s state-owned ADNOC, India’s major supplier, changes crude pricing mechanism
New Delhi: Abu Dhabi National Oil Company (ADNOC) will change the way it prices its crude oil from 1 November, a move that is expected to better reflect current market conditions and make it easier for Asian buyers, including India, to purchase and manage the cost of its crude.According to Umud …
Read More »Beyond the Strait of Hormuz: Refining Capacity and Product-Market Vulnerability
The recent disruption in the Middle East, including the closure and uneven reopening of the Strait of Hormuz, has exposed a shift in the global energy system’s principal vulnerability. Initial concern focused on whether enough crude oil could reach the market. Yet crude flows have recovered faster than supplies of …
Read More »How Iran-Israel-U.S. Tensions May Reshape the GCC’s Energy Transition
The escalation involving the United States, Israel, and Iran has renewed attention on the energy-security vulnerabilities of the Gulf Cooperation Council (GCC) states: Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates. The conflict has affected maritime confidence around the Strait of Hormuz, one of the world’s most …
Read More »The UAE’s Fujairah bet: Export flexibility, energy security, and regional leverage
The UAE’s planned second Fujairah, or West-East, pipeline marks a major shift in Gulf energy security and export strategy. It matters not only because it reduces dependence on the Strait of Hormuz, but because it gives Abu Dhabi more freedom to manage exports, expand production, and strengthen its economic leverage. Announced for …
Read More »The United Arab Emirates Exits OPEC and OPEC+
The Decision Sends a Signal That National Priorities Now Outweigh Collective Discipline The United Arab Emirates’ decision to leave OPEC and the expanded OPEC+ that brought in nearly a dozen other oil-producing members not included in the original OPEC, effective May 1, 2026, is more than a routine policy shift. …
Read More »The Gulf States’ Carbon Capture and Storage Ambitions
The GCC states have invested heavily in carbon capture and storage systems to lower their atmospheric emissions and take advantage of the high demand for these services in the years to come. The states of the Gulf Cooperation Council (GCC), long among the world’s greatest oil producers, are going through a …
Read More »Amid a Climate in Crisis, the UAE Doubles Down on Renewable Energy
The United Arab Emirates has decided to leverage its immense wealth to bring about a green revolution, but staying the path will require an enduring commitment. As increasingly devastating climate events underline the need to transition away from fossil fuels, the rapid and sustainable development of renewable energy resources has …
Read More »Charting a Course: Türkiye’s Ambitious Plan for Middle Corridor Trade Expansion
Dr. Umud Shokri,Dr. Serhat Suha Cubukcuoglu,Sultan AlRubaei Amidst rising tensions and disruptions to maritime trade along the Mediterranean-Indian Ocean route, another trade corridor that roughly coincides with the ancient Silk Road has once again heightened in importance: The Middle Corridor, also known as the Trans-Caspian International Transport Route (TITR), is …
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