Daily Gulf Intelligence
πŸ“… July 31, 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

Qatar Sends First LNG Shipment Through Hormuz in Three Weeks

Leading energy service and technology companies delivered resilient second quarter results, despite disruption from the US-Iran conflict and broader geopolitical uncertainty across the Middle East.

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

Latest Oil Market News and Analysis for July 31

North Korea’s economy expanded for a third straight year in 2025, boosted by arms exports to Russia, stronger trade with China, and Kim Jong Un’s drive to develop regional industries, according to est

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

Swiggy, Eternal Stocks Surge as Zepto’s India IPO Hits Roadblock

The Bank of Japan kept its policy settings unchanged and nudged its economic growth forecast higher, signaling confidence that the economy remains on track for further policy normalization. Bloomberg'

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

How Fed Chief Kevin Warsh Baffled Markets on Inflation

It had been just six weeks since Federal Reserve Chairman Kevin Warsh vowed to reestablish the central bank’s reputation as an inflation fighter. But as he took to the podium to explain why the Fed ag

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

Investcorp takes stake in Berger Financial Group

Emirati fertiliser giant Fertiglobe is on the hunt for investments overseas and considering manufacturing new products within the UAE, its chief executive Ahmed El-Hoshy said. The urea and ammonia pro

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

BP begins production from Atlantis Major Facility Expansion project

Oil prices increased on 30 July, Thursday, during a turbulent trading session, as investors weighed renewed US military action against Iran against the potential for an agreement that could restore sh

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

Mon Aug 3 GCC Finance Ministers β€” Riyadh
Tue Aug 4 OPEC+ Technical Committee β€” Vienna
Wed Aug 5 UAE-India CEPA Review β€” Abu Dhabi
Thu Aug 6 Arab League Economic Council β€” Cairo

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