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🟡 Semafor Gulf: Raising the stakes
In today’s edition: Israel-Iran war continues, Gulf markets were calm on Monday, and ADNOC makes a big LNG bid.
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View / Gulf states aim to provide the power to win the AI race
In the AI battle between the US and China, Abu Dhabi wants to provide the power fueling the revolution.
ENACT
View / The Gulf, and everyone else, loses in the Israel-Iran war
Gulf nations are at risk if the conflict escalates, but the US may end up having the most to lose.
Majid Asgaripour/Reuters
Gulf calls for calm after Israel strikes Iran
Saudi Arabia’s foreign minister held calls with counterparts across the Middle East to avoid a wider flare-up.
Majid Asgaripour/West Asia News Agency via Reuters
ADNOC Gas embarks on $5B expansion
The company plans to double its liquefied natural gas production by 2028 and is pouring capital into operations to support gas self-sufficiency in the UAE.
Issei Kato/Reuters
Millions of patient records hacked in Dubai
A hacker group claims to have stolen data from one of Dubai’s leading hospitals, a major breach as health care providers in the region push to digitize records.
Courtesy of American Hospital Dubai
A Trump deal for Palestine could tame Iran’s regime
By stripping Tehran of its last excuse to confront Israel, Trump could trigger a transformation in an already isolated and economically weakened Iran.
Majid Asgaripour/Reuters
UAE defense firm EDGE lands $2.5B Kuwait ship deal
Kuwait’s Ministry of Defence agreed to buy eight patrol ships from EDGE, marking the first international order for the company.
Gulf countries expand their footprint in Africa
The UAE is backing a new economic zone and digital incubator in Ghana, while Qatari businesses are considering investments in Tanzania.
Drones and air conditioning to keep pilgrims safe during Hajj
Saudi authorities are increasing their use of technology to protect Hajj pilgrims from the heat, with more than 1.8 million expected at the world’s largest annual religious gathering.
Analysis: Another word for the Trump Doctrine — Pragmatism
President Donald Trump’s Middle East strategy is to abandon the lectures and embrace partnerships that benefit all sides.
OPEC+ increases output again, potentially lowering prices
The oil cartel continued to increase output, as what once shocked markets is now becoming routine.
Abu Dhabi residents’ wealth leads to skyrocketing divorce settlements
Recent changes to UAE courts are bringing in a growing number of divorce cases, with more than 1,000 cases involving expats argued in Abi Dhabi in less than five years.
Gulf countries look east and west for trade agreements
An inaugural summit of Southeast Asian countries, China, and the Gulf was held in Kuala Lumpur as countries look to counter economic volatility and US tariffs.
Syria signs first reconstruction deal valued at $7B
The deal comes weeks after US President Donald Trump decided to lift sanctions on Damascus, in a signal of a shifting regional order.
Trump bets on Gulf in unconventional Syria policy
Easing sanctions on Syria may pull Damascus into a Gulf-led regional realignment.
Israel accepts Gaza ceasefire proposal now under review by Hamas
Hopes for a pause in the conflict in Gaza have risen after a new ceasefire proposal was accepted by Israeli negotiators.
Analysis: Drones are rewriting the Gulf’s defense doctrine
An economist’s analysis of drone warfare reveals a clear strategy for the Gulf: offense is the best defense.
Ronaldo appears set to exit Saudi club Al Nassr
‘This chapter is over,’ Cristiano Ronaldo posted to X within hours of the Saudi Pro League’s season-ender.
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