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
βͺ Why it matters: Direct impact on OPEC sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ Markets
2
Indonesia Set to Hold Key Rate as Risks Test Rupiahβs Resilience
Indonesiaβs central bank is expected to leave interest rates unchanged on Wednesday, as its new governor seeks to maintain the rupiahβs recent stability against renewed pressure from rising oil prices
βͺ Why it matters: Direct impact on oil price sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ 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
βͺ Why it matters: Direct impact on LNG sector across Gulf markets. Regional implications are material.
π Qatar π·οΈ 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.
βͺ Why it matters: Direct impact on aviation sector across Gulf markets. Regional implications are material.
π Oman π·οΈ 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
βͺ Why it matters: Direct impact on infrastructure sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ 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
βͺ Why it matters: Direct impact on Brent sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ Markets
π’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.
π¦
Finance
GCC bank profits up 18% YoY. NIMs stabilizing. Loan growth strongest in Saudi (22%) and UAE (16%). DIFC: 47 new fintech licenses Q1.
ποΈ
Real Estate
Dubai residential transactions hit AED 42B in April β monthly record. Saudi giga-project awards reached $18B Q1.
π»
Technology
Gulf VC: $1.2B across 84 deals Q1. Saudi startups 37% of total. Fintech and logistics lead. 3 deals above $50M in Riyadh.
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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