The Gas Shock Reaches Far Beyond the Energy Bill
Tighter LNG supply is reducing gas demand, but the deeper risk runs through electricity, industry, fertilizer and food prices. Energy security is becoming economic security.
Jul 31, 2026

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60 stories for“energy markets”
Tighter LNG supply is reducing gas demand, but the deeper risk runs through electricity, industry, fertilizer and food prices. Energy security is becoming economic security.
Jul 31, 2026

The temporary loss of major Gulf LNG volumes sent gas prices sharply higher. Power systems able to switch fuels, store energy and shift demand handled the shock better.
Aug 2, 2026

Crude shipments through the Gulf have recovered sharply, yet refineries and fuel supply remain constrained. That gap explains why cheaper oil may not quickly reach consumers.
Jul 31, 2026

Energy prices have eased from their sharpest fears, but the Fed, Bank of England and Bank of Japan still face inflation signals pulling against softer growth.
Jul 28, 2026

The IEA expects global electricity use to grow 3.6% in 2026 and 3.8% in 2027. Cooling, industry, EVs and data centers are turning power capacity into an economic constraint.
Aug 2, 2026

Solar generation is set for another record increase, but panels alone cannot solve evening peaks or connection delays. The next value pool is flexibility and networks.
Aug 2, 2026

Brent's renewed jump toward $100 reflects Middle East shipping danger, while IEA and EIA forecasts point to demand destruction and lower prices if supply routes normalize.
Jul 25, 2026

A $265 million World Bank package for the 300-megawatt Ifahsa pumped-storage project could unlock more solar and wind while making Morocco's grid more dependable.
Aug 3, 2026

The UAE enters the next period with diversified trade, services and investment buffers. Energy and shipping volatility still make credit quality and project selection important.
Aug 2, 2026

Governor Christopher Waller said he is inclined to hold in September, and market odds on a rise fell about twelve points to 54.6 percent. With rates at 3.50 to 3.75 percent, the swing variable is how fast energy supply chains normalise.
Sep 4, 2026

The World Bank's June index showed steep declines in energy, fertilizer and precious metals. Its August 4 update will reveal whether that was a turning point or a pause.
Aug 2, 2026

The IMF and UNCTAD describe a widening split: economies tied to chips and AI infrastructure are gaining momentum while many energy importers absorb the war shock.
Aug 2, 2026

The Fed and ECB are both cautious, but their economies absorb the energy shock differently. Jobs, inflation and credit conditions will decide whether the policy gap widens.
Aug 2, 2026

Euro-area mortgage demand fell sharply in the second quarter, and banks expect another decline. Energy performance is increasingly separating easier and harder financing.
Aug 2, 2026

Day 187 brought more reporting on efforts to reopen the Strait of Hormuz. The transit count on the latest published day was six, against a pre-war baseline of about 85 a day, and the market puts one percent odds on normal traffic by 15 September.
Sep 4, 2026

The IMF still sees 3% global growth in 2026, yet that headline hides a widening gap between technology-linked winners and economies squeezed by war and energy costs.
Jul 31, 2026

Abu Dhabi's energy week arrives on 2 November with hydrogen and carbon capture across the agenda and hydrocarbons across the balance sheets. Both things are true at once.
Aug 14, 2026

World Bank data show fertilizer prices fell 21.8% in June. Farmers and shoppers may benefit later, though contracts, planting cycles and energy costs slow the transmission.
Aug 2, 2026

President Trump announced a joint venture holding 55 per cent of output across 17 fields, at no cost to American taxpayers. The reserves are real. Turning them into barrels is a decade of capital spending that nobody announced on Friday.
Aug 30, 2026

A reduced growth forecast meets strong property activity, startup funding and recovering energy exports in the UAE's mixed July economic picture.
Jul 29, 2026

Goods and services trade added about $2 trillion in the first half of 2026. Much of the rise reflects higher prices, leaving a more uneven volume story underneath.
Aug 2, 2026

OECD labor markets remain strong, yet real wages are still below 2021 levels in about one-third of member countries. A job alone does not settle the cost-of-living question.
Aug 1, 2026

A potential war is the wrong frame. Fighting began on 28 February and the strait closed on 4 March. The economic damage is real and measurable, and it is far smaller than the forecasts issued in the first month, for reasons worth understanding.
Aug 22, 2026

Europe's policy rates are unchanged, yet banks expect lending standards to tighten again. The real economy may feel restraint even without another formal rate increase.
Aug 2, 2026

Prices rose 0.4 per cent in August and 3.4 per cent over the year. Petrol is up 27 per cent, airfares 23. Core came in a tenth hotter than forecast, and futures moved from a coin toss to nine in ten for a quarter-point rise on 16 September. Stocks rose anyway.
Sep 12, 2026

Record vehicle deliveries lifted Tesla’s revenue, but a surge in research spending shows how aggressively the carmaker is funding robotaxis, AI and Optimus.
Jul 23, 2026

Profit rose 29 percent as Hormuz disruption pushed crude to $108 a barrel in the second quarter. The number says more about the strait than about the company.
Aug 6, 2026

A war that closed the Strait of Hormuz and hit every GCC state should have broken the region's economics. Reserves and diversification kept it standing.
Jul 16, 2026

Houthi claims against two Saudi tankers have exposed the weakness in plans to bypass Hormuz, sending Brent higher as two vital shipping routes face risk.
Jul 23, 2026

Vision 2030’s lasting success will depend on whether young Saudis gain the skills, confidence and pathways to lead industries that are still taking shape.
Jul 28, 2026

The Kingdom’s most important economic story is the ecosystem forming across tourism, logistics, manufacturing, technology and clean infrastructure.
Jul 28, 2026

Hiring is building across technology, finance, healthcare, logistics, real estate and construction. What has changed is not which sectors are recruiting. It is what counts as evidence on a CV.
Aug 18, 2026

A risk-off session in Dubai and Abu Dhabi shows how conflict, oil, aviation and investor confidence can move Gulf markets in different directions at once.
Jul 24, 2026

A decade after Vision 2030 was announced, the non-oil economy is the majority of Saudi output, the sovereign fund has grown roughly sixfold, and about 1.3 million more Saudi women are in work. The record is strong, and the interesting part is the method.
Aug 22, 2026

Ports, airports, rail, digital customs and local manufacturing are turning geography into a coordinated economic advantage under Vision 2030.
Jul 28, 2026

The concluded UK-GCC free-trade agreement could reshape services, procurement and investment, but companies should focus on implementation details rather than celebratory totals.
Aug 3, 2026

Riyadh opens at the end of August, Abu Dhabi takes November, Dubai takes the rest. Four shows account for most of the region's commercial calendar between now and the new year.
Aug 14, 2026

A decade after its launch, Vision 2030 is moving from rapid transformation toward durable delivery, stronger institutions and opportunities that reach everyday life.
Jul 28, 2026

Twenty announced transactions are waiting for permission to happen. The delay is not bureaucratic sloth, it is three separate review regimes that did not exist in this form a decade ago.
Aug 15, 2026

Saudi Arabia's May trade surplus rose sharply as oil exports increased and imports fell, while weaker non-oil exports show where the next test lies.
Jul 29, 2026

Brent topped 92 dollars on Tuesday, up from just over 88 at Monday's close. A tanker was hit crossing the Strait of Hormuz on Monday by three unknown projectiles, and transits through the channel fell to 107 in the week to 30 August from 121.
Sep 1, 2026
