UAE
The Gulf’s business and travel hub, built on making it effortless for the world’s money and talent to land somewhere convenient — and it shows in every new deal.
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Jul- 2026 -16 JulyCapital
Thailand’s one-month fertilizer supply exposes the real Hormuz cost
With shipping traffic collapsing to 14 vessels and war-risk premiums spiking, Thai manufacturers face a repricing of supply-chain costs that no strategic oil reserve can absorb.
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16 JulyCapital
Iranian drones just rewired Asia’s data centre map
JPMorgan estimates Malaysia's pipeline at 13GW—exceeding Indonesia, Thailand, and Singapore combined—as hyperscalers flee Middle Eastern conflict exposure.
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15 JulyPower
Congress blocks defense bill as Trump threatens Iranian infrastructure
Senate Democrats halted the NDAA on July 14, signaling war-powers constraints even as Trump vowed to destroy Iran's power plants and bridges unless negotiations resume.
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15 JulyPower
India summoned Iran’s envoy after a missile killed its sailor
Thirteen Indian seafarers have died in Hormuz attacks since February, prompting New Delhi to abandon quiet diplomacy for real-time crew tracking and formal protests.
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15 JulyPower
India orders real-time monitoring after tanker attacks kill one seafarer
Following missile strikes on two chemical tankers in the Strait of Hormuz on July 14, India's shipping ministry deployed a real-time vessel dashboard and liaison officers, but cannot control the…
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15 JulyCapital
Oil shock unravels the Fed’s inflation victory in six hours
Brent crude surged to $86.18 on July 14 as U.S. naval blockade of Iran and Iranian strikes on tankers collapsed Strait of Hormuz crossings 52%, threatening to reverse the June…
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14 JulyPower
Trump’s strait tariff collides with Indian seafarer deaths
President Trump announced a 20 percent cargo fee on Strait of Hormuz transits hours before Iranian missiles killed one Indian crew member on a UAE tanker, triggering union demands for…
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14 JulyCapital
Trump’s 20% Hormuz toll just rewrote the rules of global oil
Brent crude surged 8% above $82 per barrel as the US blockade restarts July 14, but the IMO says the levy has no legal basis, leaving shipowners and insurers navigating…
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14 JulyCapital
Iran just weaponized the Strait of Hormuz into a toll booth
Only 14 commercial vessels crossed on July 13 after the GFS Galaxy attack, while freight rates on Middle East lanes surged 250%, exceeding pandemic records and signaling Tehran may be…
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13 JulyCapital
Oil jumps $8 as US-Iran strikes shatter the Hormuz ceasefire
Brent crude hit $78.82 on Monday, the highest in three weeks, as the weekend's military escalation threatens to reverse the inflation progress the Federal Reserve chair must defend to Congress…
