Month: May 2026

US Tariffs Are Pushing GCC States Toward Asian Trade Partners

US Tariffs Are Pushing GCC States Toward Asian Trade Partners

Posted by | May 30, 2026 | |

US tariffs have closed Western market access for Gulf manufacturers and made transatlantic neutrality economically unworkable. The UAE, Saudi Arabia, Oman, and Qatar are responding with bilateral trade deals across Asia, redirected export lanes, and a sovereign wealth reallocation away from US Treasuries. This analysis covers the CEPA frameworks reshaping Gulf trade, the industrial sectors already affected, and the supply chain and treasury decisions GCC executives need to make now.

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Saudi Arabia’s AI Pivot Inside Vision 2030: Moving Money from NEOM to Data

Saudi Arabia’s AI Pivot Inside Vision 2030: Moving Money from NEOM to Data

Posted by | May 26, 2026 | |

Saudi Arabia’s Vision 2030 AI strategy has changed course. Construction on The Line has stalled, and the Public Investment Fund is redirecting billions into HUMAIN — a sovereign AI infrastructure vehicle — alongside data centers, GPU procurement, and an Arabic-first language model. For corporate decision-makers across the GCC, this shift moves AI from a speculative investment into a question of operational cost, vendor compliance, and cybersecurity exposure.

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Chinese Steel Redirection: The Structural Threat to Gulf Manufacturers

Chinese Steel Redirection: The Structural Threat to Gulf Manufacturers

Posted by | May 22, 2026 | |

China exported a record 131 million metric tonnes of steel in 2025, and GCC markets absorbed a significant share. This investigation covers the subsidised surplus mechanics, the Strait of Hormuz supply crunch, the split between primary producers and downstream fabricators, and what the green steel transition changes for Gulf manufacturers.

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