Daily Gulf Intelligence
πŸ“… June 26, 2026 πŸ• 7:00 AM Gulf Time πŸ“Š Auto-Generated
REGULAR EDITION

πŸ“ˆ Market Snapshot

Tadawul
12,450
β–² 0.4%
ADX
9,780
β–² 0.6%
DFM
4,320
β–Ό 0.2%
QE Index
10,890
β–² 1.1%
Brent Crude
$82.40
β–² 0.8%
Gold
$2,510
β–² 1.2%
Silver
$32.40
β–² 2.1%
USD/SAR
3.75
β€”

πŸ“° Top Stories β€” 4 Minute Read

1

Excitement builds for Etihad Rail’s Abu Dhabi-Dubai launch

Shipowners are wary of sending tankers back through the Strait of Hormuz despite last week’s ceasefire and the phased reopening of one of the world’s most important energy chokepoints, ana

β–ͺ Why it matters: Direct impact on IPO sector across Gulf markets. Regional implications are material.
πŸ“ Gulf   🏷️ Markets
2

Adnoc LNG Tanker Appears in Gulf as Transparency Returns

The majority of India’s planned renewable energy infrastructure will be exposed to escalating climate hazards, putting about $55 billion of physical assets at risk of damage by the end of this decade,

β–ͺ Why it matters: Direct impact on ADNOC sector across Gulf markets. Regional implications are material.
πŸ“ Gulf   🏷️ Markets
3

Major Saudi Oil Terminal Roars Back to Life as Gulf Supply Recovery Accelerates

Saudi Arabia's biggest oil export terminal is finally stirring back to life, and that's a much bigger deal than another headline about the Strait of Hormuz reopening. After sitting largely i

β–ͺ Why it matters: Direct impact on Aramco sector across Gulf markets. Regional implications are material.
πŸ“ Saudi Arabia   🏷️ Finance
4

Iraq pushes Opec to let it pump more oil

Baghdad’s crude sales were drastically reduced when US-Iran war blocked exports via Strait of Hormuz

β–ͺ Why it matters: Direct impact on OPEC sector across Gulf markets. Regional implications are material.
πŸ“ Gulf   🏷️ Energy
5

Iran attacks cargo ship off Oman, testing Trump’s Hormuz Strait deal

The first Iranian attack on a cargo vessel since the ceasefire comes as top US diplomat Marco Rubio huddled with Gulf Cooperation Council ministers in Manama to reject Iran's claims to control th

β–ͺ Why it matters: Direct impact on AI sector across Gulf markets. Regional implications are material.
πŸ“ Oman   🏷️ Markets
6

Iran attacks cargo ship off Oman, testing Trump’s Hormuz Strait deal

The first Iranian attack on a cargo vessel since the ceasefire comes as top US diplomat Marco Rubio huddled with Gulf Cooperation Council ministers in Manama to reject Iran's claims to control th

β–ͺ Why it matters: Direct impact on AI sector across Gulf markets. Regional implications are material.
πŸ“ Oman   🏷️ Markets

πŸ” Sector Watch

πŸ›’οΈ

Energy

Brent holding $80-85 range. OPEC+ discipline intact through Q3. Non-OPEC supply growth slowing. Asian demand forecast revised up 0.4% by IEA.

🏦

Finance

GCC bank profits up 18% YoY. NIMs stabilizing. Loan growth strongest in Saudi (22%) and UAE (16%). DIFC: 47 new fintech licenses Q1.

πŸ—οΈ

Real Estate

Dubai residential transactions hit AED 42B in April β€” monthly record. Saudi giga-project awards reached $18B Q1.

πŸ’»

Technology

Gulf VC: $1.2B across 84 deals Q1. Saudi startups 37% of total. Fintech and logistics lead. 3 deals above $50M in Riyadh.

🌍 Regional Briefs

πŸ‡ΈπŸ‡¦
5.6%
Non-Oil GDP
πŸ‡¦πŸ‡ͺ
56.8
Dubai PMI
πŸ‡ΆπŸ‡¦
$12.8B
Budget Surplus
πŸ‡°πŸ‡Ό
$140B
Infra Plan
πŸ‡§πŸ‡­
3.2%
GDP Growth
πŸ‡΄πŸ‡²
Ba1
Moody's
πŸ‡ͺπŸ‡¬
22.4% ↓
Inflation
🌍
$4T
GCC SWF

πŸ“… Week Ahead

Wed May 14 GCC Finance Ministers β€” Riyadh
Thu May 15 OPEC+ Technical Committee β€” Vienna
Fri May 16 UAE-India CEPA Review β€” Abu Dhabi
Sun May 18 Arab League Economic Council β€” Cairo

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