The Gulf's most hawkish leader flies to Cairo to welcome the US-Iran deal and the strait's reopening, after demanding hard terms on Iran's missiles and nuclear program
United Arab Emirates
Abu Dhabi's AI campus moves from US approval to deployment, up to 35,000 GB300 systems licensed, a 1GW first cluster, and a 5GW build at the centre of MBZ's bet on Washington
Van Hollen and Jacobs say the UAE is arming the RSF in contradiction of its assurances; resolutions of disapproval target Emirati weapons sales as Abu Dhabi denies all
Le Monde and US lawmakers say Abu Dhabi opened covert cargo routes via Ethiopia and CAR to keep arming the RSF, contradicting assurances given to Washington
Sheikh Tahnoon chairs a Q1 review of ADIA, Mubadala, L'Imad and ADNOC as the emirate steers wartime capital and builds a 'fourth pillar' fund
The eight unwinders set a 5 July decision for August output as the ceasefire restores deliverability; Brent flipped to contango at $69 on June 25, signalling the war premium is gone
After taking El Fasher in October, the Rapid Support Forces redeploy armour toward central Sudan's army hub; the army answers with drones and the Security Council warns of mass atrocities
Treasury names front companies relabelling Iranian LPG as Omani to move millions of barrels to South and East Asia
Hopes that the EU-India trade deal would revive the India-Mideast-Europe Corridor run into India-US friction and a Hormuz stress test
The WSJ says Mirage 2000 jets hit a Gulf island refinery, making the UAE the only third country to attack Iran, after Tehran fired hundreds of missiles and drones at Emirati targets