Daily Gulf Intelligence
πŸ“… September 23, 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

Navigating volatility, supply risks, and market stability

In an Energy Connects studio interview at Gastech 2026, Amena Bakr, Head of Middle East & OPEC+ Insights at Kpler, discusses with Chiranjib Sengupta the growing importance of energy security amid geop

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

Indonesia Set to Hold Key Rate as Risks Test Rupiah’s Resilience

Indonesia’s central bank is expected to leave interest rates unchanged on Wednesday, as its new governor seeks to maintain the rupiah’s recent stability against renewed pressure from rising oil prices

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

Washington Needs This LNG Deal More Than Beijing Does

Xi Jinping arrives in Washington September 24, prepared to discuss reviving a $6 billion-a-year trade in US liquefied natural gas, contingent on lifting a 15% Chinese tariff that has blocked American

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

Iran flights to Baghdad, Muscat cancelled ahead of US aviation sanctions

Iran's aviation officials negotiate with Oman and Iraq as US's Bessent targets carriers seven months into the conflict.

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

As US steers clear of Yemen fight, the Iran-backed Huthis launch next phase of campaign

In the last month, Iran-backed Huthi militants in Yemen have joined the Middle East conflict in dramatic fashion β€” capturing a swath of the Red Sea coastline, launching missiles and drones at Saudi en

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

Brent Set for Longest Losing Run Since June, Focus on Diplomacy

Oil dropped for a fourth day, with Brent set for the longest losing run since June, as traders tracked diplomatic efforts to end the US-Iran war and signs cargoes are still getting through the Strait

β–ͺ Why it matters: Direct impact on Brent 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 Sep 28 GCC Finance Ministers β€” Riyadh
Tue Sep 29 OPEC+ Technical Committee β€” Vienna
Wed Sep 30 UAE-India CEPA Review β€” Abu Dhabi
Thu Oct 1 Arab League Economic Council β€” Cairo

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