UAE

stickybond009

Hey a few in empty UAE buildings esp Dubai would elicit the most bang for the buck in terms of attention

liverpoolFCnut

The week the war broke out, I was thinking London, Dubai, and Doha should probably start building more luxury real estate, because a whole new class of billionaires was about to emerge. Turns out, I wasn't that far off! From multi-millionaire Irani IRGC generals and shady oil black-market operators in Iraq and the UAE to insider-trading degenerates on Wall St and DC, this war has been incredibly lucrative for the elites at the cost of us peasants!

Sanpaku

Couldn't happen till October or November at the earliest. Just look at the [wet bulb temps](https://zoom.earth/maps/temperature-wet-bulb/#view=25.5199,55.9145,7z/model=icon/date=2026-06-27,05:00,-5). Bandar Abbas is presently 35 C dry bulb, 30 wet bulb. Soldiers moving in combat gear would get heatstroke within a couple hours June-September, regardless of hydration status. Poses same difficulties for an active defense, but defense can stay in caves. Compare to Baghdad, presently 43 dry bulb but a tolerable 22 wet bulb. Moreover, look at the current US ground force structure (smaller than in 1991 or 2003), munitions status (drained both by the Russian invasion of Ukraine and Bibi's war), and alliance network. Turkey denied US use of bases and airspace since the outset, Saudi Arabia and Qatar denied these when Abqaiq and Ras Laffan were struck, and Iraq and Oman are friendly with the Iranians. Bibi was already stuck in two wars of his own making before starting a third, so won't provide support. Its just UAE and Kuwait on the US side, this time, and their militaries are mainly for internal security. Still, I wouldn't put it past this POTUS and SecDef, who have been purging anyone willing to object to bad ideas from the brass. It may be worthwhile to hold oily E&Ps (I like EGY & AMPY here), nitrogenous fertilizers (CF), and aluminum (KALU & CSTM). The commodity ETFs (USO, BNO, UCO) will get a boost especially when backwardation returns to the curve, roll yields have meant all are up 42% YTD. BNO may be of particular interest, as POTUS is permitted by law to curtail or halt US exports.

Healthy_Mark_6139

I’d aim with CSP to $120-130 zone. They gonna lose a lot on next ER in September. Guidance already lowered. Over 80% sales to single customer UAE. On long run, CPO will kill this product. Still, a fascinating concept. 

NotMe357

"JUST IN: UAE holds rare call with Iran stressing the need to protect freedom of navigation through the Strait of Hormuz."

tachyonvelocity

As I have said to delusional oil bulls. The fair price for oil is actually in the $50s, because the rubber band response to high oil prices was OPEC dissolving (major bear), increased ex-OPEC production (medium bear), Iran sanctions removed (medium bear), Chinese demand not coming back because it had anticipated war and over-filled SPR (minor bear). Just yesterday Iraq is considering leaving OPEC if the oil producer group does not allow Baghdad to ​significantly increase oil production, following UAE. This means the economic downturn for ME actually forces everyone to increase supply. Now that Hormuz is open, albeit with some fees, Hormuz flows wouldn't actually come back to pre-war levels, but it doesn't matter, because bypass pipelines can be used in conjunction diverting oil flows away from Hormuz. The elastic effect will actually be prices falling LOWER than pre-war levels, likely hitting a bottom at $50. **I actually predicted the top with this analysis oil oil at fair value of $110**. WTI top was $112. Now the bottom prediction is $50. This is also backed up by IEA data where supply glut will actually be MORE than pre-war levels in 2027.

Provolone-Jones

Lebanon ceasefire is in shambles and another ship was attacked in the strait, triggering the UAE alarm system? Doesn’t matter. 🥭 said oil to $0 so we’re going to $0.

KarlLachsfeld

The UAE said that after issuing a potential-threat alert, the situation is now secure. Lmao

I_am_Nerman

UAE

NotMe357

"UAE issues phone alerts of potential missile threats."

Anxious_Neat_6274

|Market needs just 12mb/d|June 2026|July 2026| |:-|:-|:-| || |EW Pipeline|2.0|2.0| |Russia + Iran Oil on Water|1.5|1.0| |China Import Reduction|4.0|5.0| |UAE Fujairah Pipeline|2.0|2.0| |Iran Crude Exports|3.5|4.0| |Extra production (UAE, Iraq, Kuwait, Saudi, Qatar)|3.5|4.0| |Rest of World SPR Release|1.0|1.0| |US SPR Release|3.0|2.5| |Production Cuts outside Arab Gulf + China|0.0|0.5| |**Total Extra Crude Oil**|**\~20.5 mb/d**|**\~22.0 mb/d**|

Anxious_Neat_6274

|Market needs just 12mb/d|June 2026|July 2026| |:-|:-|:-| || |EW Pipeline|2.0|2.0| |Russia + Iran Oil on Water|1.5|1.0| |China Import Reduction|4.0|5.0| |UAE Fujairah Pipeline|2.0|2.0| |Iran Crude Exports|3.5|4.0| |Extra production (UAE, Iraq, Kuwait, Saudi, Qatar)|3.5|4.0| |Rest of World SPR Release|1.0|1.0| |US SPR Release|3.0|2.5| |Production Cuts outside Arab Gulf + China|0.0|0.5| |**Total Extra Crude Oil**|**\~20.5 mb/d**|**\~22.0 mb/d**|

Anxious_Neat_6274

|Market needs just 12mb/d|June 2026|July 2026| |:-|:-|:-| || |EW Pipeline|2.0|2.0| |Russia + Iran Oil on Water|1.5|1.0| |China Import Reduction|4.0|5.0| |UAE Fujairah Pipeline|2.0|2.0| |Iran Crude Exports|3.5|4.0| |Extra production (UAE, Iraq, Kuwait, Saudi, Qatar)|3.5|4.0| |Rest of World SPR Release|1.0|1.0| |US SPR Release|3.0|2.5| |Production Cuts outside Arab Gulf + China|0.0|0.5| |**Total Extra Crude Oil**|**\~20.5 mb/d**|**\~22.0 mb/d**|

TheHyperboley

It just do that, got that UAE oil money

Sanpaku

I've held physical since 2001. Still up 1223%. Negatives: * The markets take a while to digest moves like gold has had since 2023 * Some countries like Turkey have dipped into central bank reserves to subsidize oil costs, others like UAE and Saudi Arabia to balance budgets with curtailment of oil exports. * New Fed chair Warsh has taken a hawkish tone re Fed funds rate and the Fed balance sheet. Positives: * Bullion valued in the teen $ billions is still being withdrawn from the [COMEX](https://metalcharts.org/comex/gold) vault, monthly. * Foreign central banks are still net accumulating. * It's rumored that BRICS led trade settlement currencies / stablecoins may be gold backed. * US president comes from a real-estate background, and is hence constitutionally incapable of understanding interest rates can be too low. He'll apply pressure for easing. * National governments can't run 6-7% of GDP deficits indefinitely before their currency becomes confetti. My expectation: * Gold usually rubber bands between 0.8 and 2.5 times miners' all-in sustaining costs, which now stand at around 1800-1900 for the industry. Above 5k was unlikely to last barring a currency crisis. * Gold could dip as low as 3300-3400 support in the event of an equity market bear. But that sort of crash also shifts the relative perception of asset class safety. See the 2008-2011 chart. * I think the most likely alternative (barring an equity markets bear) will be mostly flat between 3900 to 4300 for the next 12 months. Digesting the recent runup. Thereafter, await the next catalyst in fiat's inexorable dive.

Aggressive_Bit_91

US shorting oil to oblivion. Couldn’t defend the gulf states during war, signs surrender document to empower Iran. At this point the UAE might as well join opec again and cut oil to get money back lmao.

tachyonvelocity

LOL oil and commodities tourists incredulous at falling prices. Retail commodities traders are some of the most low information participants because unlike stocks which give out information, you actually have to do the deep research yourself. Case in point, if Iran War is over, why should prices be above prewar prices due to: OPEC the most important oligopoly ever dissolving because of UAE, the looming massive seaborne supply stuck in the Gulf, China the biggest buyer not refilling SPR because there wasn’t enough time to drain meaningful amounts and Chinese oil demand prewar spiked due to expectation of war, new production everywhere else, new Iranian oil coming to the markets in 8 years, creating likely the biggest glut since Covid?

jrex035

>What happened to all the talk about how the Middle East oil wells would need months, if not years, to restart their flows? It's unclear just how much production has restarted in most Gulf states so far as the deal was only signed last week. That being said, Kuwait has said that it expected to ramp up production from ~500k bpd to almost 2m bpd *within a week* [a few days ago](https://oilprice.com/Latest-Energy-News/World-News/Kuwait-Says-Oil-Output-Could-Hit-2-Million-Bpd-Within-a-Week.html), which is wild since they claimed it would take 6-8 *weeks* to do so [at the beginning of June](https://www.reuters.com/business/energy/kuwait-could-recover-70-oil-production-6-8-weeks-after-hormuz-reopens-kpc-2026-06-03/). Similarly, [Iraq has suggested a rapid return of production](https://www.oilandgasmiddleeast.com/news/iraq-targets-oil-production-above-3-million-bpd-as-exports-recover) in recent days as well. To be honest, I'm skeptical of the Kuwaiti and Iraqi claims though. Currently, the vast majority of ships currently transiting the Gulf are Iranian owned, shadow fleet ships (Iranian-affiliated), and Chinese (with Iranian blessing). Some UAE and Saudi state owned ships have also made transits recently. What we havent seen are many major shipping companies sending ships currently stuck in the Gulf out, let alone sending many empty ships *into* the Gulf. Both Iraq and Kuwait lack large state-owned tanker fleets, so without a huge surge in tankers into the Gulf I don't see how they can reliably return production to near pre-war levels.

yeahyoubored

300 billion to Iran Lololol “It’s a gulf coalition” Ok so ya UAE, Qatar, Bahrain, Kuwait, etc etc Are just gonna pop over 300,000,000$ dollars as a reward for shooting ballistic missiles at their airports and bases US taxpayers on the hook, line, and sinker

Samjabr

Notes so far: Calls on Granite futures Calls on F22 Raptor manufacturer Calls on UAE

Overt_Dealflow

85% of their revenue is concentrated in two entities both linked to the UAE. Not a good look

mosmani

It will drastically go down. Remember UAE left OPEC which means they will pump 1 million extra barrels per day. That in itself will stabilize the oil market and in few months will turn to over supply.

Samjabr

I really doubt it. Like I said, part of the deal will likely be inspections and restrictions on buying military equipment. Will it be perfect? No. But they've literally been set back decades. Almost all their military equipment is gone. The only thing they have left is approx 1000 ballistic missiles and a bunch of speedboats - Planes, tanks, Ships, nuclear facilities, missile systems = all gone. But either way, the Strait of Hormuz will become irrelevant in a few years. Gulf countries are building massive pipelines to bypass it. The UAE withdraw from OPEC so they no longer have to deal with limits on how much they can sell, Venezuela, etc.

Humble-Marketing-694

Yea, can't really argue this, negative equity and the burn are real and they're the reason it's a $7M cap and not higher. But, the whole point of an ELOC is it's drawable now to bridge, that's literally what it's for, not a someday option. Same with the UAE tranche and the ATM. So the honest split is: bankruptcy risk is real but they have funding lines to push it out, dilution risk is the one that actually eats holders.

likamuka

HORMUZ OIL FLOWS SEEN RECOVERING ONLY BY LATE SUMMER 2036 Oil traffic through the Strait of Hormuz is unlikely to normalize before late July and may only return to prewar levels by end-September, HSBC says. Delays stem from mine clearance, insurance, storage drawdowns, and restarting production. Saudi Arabia and the UAE may recover faster, while others lag. A partial reopening could cap flows near 60%, keeping global oil markets tight into 2036.

lyons4231

UAE and Qatar have already given Iran billions apparently, it's confirmed on multiple media sources if you search. I think it's dumb too but it's happening.

imahohohoho

US isn’t giving money-it’s going through the UAE

MUCHO2000

What are you talking about? Mexico paid for the wall and the UAE paid to end the blockade. The real question is how much of Iran's frozen funds is Donnie releasing.

Der_Lachsliebhaber

Not only euro, but also arab, asian, indian… Iran was striking aws servers in UAE, at this point they may consider creating their own infrastructure and then have endless money for these megaprojects

Nerditshka

Pakistan owed the UAE $3.5 billion in loans. In early April 2026, the UAE asked Pakistan to repay it became it was unhappy with Pakistan's role as mediator between the US and Iran. The UAE and Israel wanted the USA to continue the war. Saudi stepped in and paid the debt. Indeed, it’s been a crazy ride.

tachyonvelocity

Oil prices now have a chance to go BELOW pre-war levels of $55. This is because OPEC is dead. Did people forget UAE basically left OPEC to produce as much as they can? All the ME countries will actually OVERproduce now to make up for their economic hits. With the Russia-Ukraine war also almost coming to a close, with potential ceasefires, and the rest of world ex-OPEC overproducing, a reopening of Hormuz now brings the world to a huge oversupply of oil. The bulls thinking China will be back completely misunderstands that China saw the war coming, as many people did many months before the war, and over-imported to fill up SPR. China SPR has not been depleted in any way, so Chinese demand won't be back to pre-war levels. Prepare for $50 oil.

floridabeach9

“That $300 billion Iran got from the UAE has nothing to do with the $300 billion missing from Medicare and Medicaid”

dljmonkeyboiz

UAE and Qatar paid em off .. hooray

Illustrious-Run3591

Well long term Iran still needs food. They are still getting supplied over the Caspian sea which is landlocked and inaccessible by foreign ships but food inflation is already insane in Iran. The internal factors are putting pressure on them too. The "leaked deal" that Iranian media posted claims that UAE is going to pay Iran $300 billion in reparations so I'm sure that helps if it's true.

dljmonkeyboiz

Qatar and UAE being the middle men to pay off Iran means a deal is getting done.

TomAddis

won’t happen for like 12 months - UAE leaving opec means oil price could plummet as they can pump reserves onto the market at any price they want, doubt any deal will happen, war is inevitable at this point.

TheoryInttro

\-10%, once the deal makes it clear that the SPR is empty and it's two years until the UAE refineries can come back online.

chadbrochillout

I guess Iran took the UAE "bribe"

NotMe357

Thats why I say "A Part of the deal will be sign soon". Iran already got some billions of dollars from UAE. To make you understand better. The real deal is not here yet. They just make an excuse to calm fed and pump the stock market.

PurpleReign123

***Apparently, $3b of Iranian funds that were locked up under sanctions have been released to them already, quietly via UAE (who has of course denied doing so).*** ***So, Iran gets $3b upfront, for signing a MOU which lists out the items to be discussed over the next 30-60 days. Note nothing has been agreed. All outstanding items still need to be discussed and agreed.*** ***$3b is 40% of Iran’s annual $7.5 military budget. They can use this to pay IRGC soldiers for many months and acquire many more drones.*** *Happy mid-terms in November!*

Fragrant_Question358

UAE paid Iran money to stop hurting them... is that funding terrorism ,

EnergyOwn6800

The UAE has [denied ](https://gulfnews.com/uae/government/uae-categorically-denies-media-reports-alleging-transfer-of-funds-to-iran-1.500572801)this claim. But believe what you want.

NotMe357

People belive TACO gives UAE money and UAE give Iran money so TACO doesn't loses face.

NotMe357

People belive TACO gives UAE money and UAE give Iran money so TACO doesn't loses face.

NotMe357

"UAE to reportedly unlock billions of dollars for Iran, per Reuters" Look like some part of the deal is be "signed".

Allout-Okarun

He tried to say it was UAE lmao they called him out publicly

jnas_19

UAE says no frozen Iranian assets released, transferred or moved through it - statement

TheoryInttro

\-7% once it becomes clear that it's going to be 2 years before UAE deliveries from 80% of their refinery capacity can resume after it got blown up.

kim82352

> UAE paid Iran $3B, agreed to release $10B more to halt attacks - Reuters

Redseminole

Pls don't go into the weekend w calls. Reports in arab meeting that UAE has paid Iranian govt 3 bil for peace with promise of another 10 bil more. Trump might be able to brush that off but I don't think he brushes off claims by Iranian foreign minister that Iran has won (he is trying to counter IRGC opposition to deal). Trump wants to be seen as a winner and the moderate-ish group in Iran needs to claim victory publicly for any deal to counter hardliner opposition.

Longjumping_Rip_1475

Several news sources including reuters are reporting UAE releasing billions in frozen funds to Iran. Given that the UAE is very close to US and Israel, it now looks like a peace deal has been negotiated in between US, Israel and Iran. I don't think the UAE would unilaterally release these sums of money. They were given the go ahead. Edit: several billion dollars of frozen funds have already been delivered to Iran. Unclear how long ago this occured.

I_am_Nerman

If they dismantle their centrifuges that would be different. They were monkeying with inspectors for years so that could be improved. Funneling funds through the UAE to fund terrorists has already ended. There coule be more with missile range development, etc.

OrdinaryMix4013

'UAE To Unlock Billions Of Dollars For Iran, Sources Say' - Reuters Exclusive LMAO BRO gonna claim they are 1 week away from having nukes

Chiinoe

UAE already coughed up a few bil and yall think this deal isnt happening? You just dont like money.

Advanced_Zucchini_45

So what your claiming only money they get from China and Russia for oil funds terrorism? This conversation never should've started because one we get past your regurgitated talking points you have nothing. Turkey. India. The UAE all do major business with Iran. You know nothing

Garbage-Disposal-938

a lotta their water comes from the mountains. what are we gonna do, bomb all the mountains? Israel, Saudi Arabia, UAE and Kuwait get a lot of water from desalination plants. those are easier to damage.

rabidstoat

"Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others."

Immediate-Coast-5066

I dont see IRAN in the list of countries # US-Iran deal approved by regional countries, says Trump We now have more lines from Trump on discussions with Iran’s top leadership. “Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkiye, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others,” he said. “The naval blockade will remain in full force and effect until this transaction is finalised – time and place of the signing to be announced shortly.”

Zfreezy

concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. Isn't there a country missing?

adarkuccio

Am I the only one thinking that Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt and others have no idea wtf he's talking about? 👀

Affectionate-Tax9885

“Final points have been approved by all parties involved, including the US, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt” You forgot the country you’re actually at war with…

horseisahorse

To those out of the loop: >Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I have, as President of the United States of America, cancelled the scheduled strikes and bombings against Iran this evening. Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. The Naval Blockade will remain in full force and effect until this Transaction is finalized — Time and place of the signing to be announced shortly. >DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA >[Jun 11, 2026, 1:28 PM](https://truthsocial.com/@realDonaldTrump/116732652997120164)

ten7four

> Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. I feel like there's a country missing there

Betterjake

Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I have, as President of the United States of America, cancelled the scheduled strikes and bombings against Iran this evening. Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. The Naval Blockade will remain in full force and effect until this Transaction is finalized — Time and place of the signing to be announced shortly. DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA

kairepaire

>Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I have, as President of the United States of America, cancelled the scheduled strikes and bombings against Iran this evening. Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. The Naval Blockade will remain in full force and effect until this Transaction is finalized — Time and place of the signing to be announced shortly. DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA

Aromatic-Ad-6244

> Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I have, as President of the United States of America, cancelled the scheduled strikes and bombings against Iran this evening. Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. The Naval Blockade will remain in full force and effect until this Transaction is finalized — Time and place of the signing to be announced shortly.

Tirikemen

Mango tweeted. "Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I have, as President of the United States of America, cancelled the scheduled strikes and bombings against Iran this evening. Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. The Naval Blockade will remain in full force and effect until this Transaction is finalized — Time and place of the signing to be announced shortly."

OkResponsibility2470

Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I have, as President of the United States of America, cancelled the scheduled strikes and bombings against Iran this evening. Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. The Naval Blockade will remain in full force and effect until this Transaction is finalized — Time and place of the signing to be announced shortly. DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA MOTHERFUCKER

Professional_Art3563

Thanks to Qatar, Pakistan, UAE, Bahrain ..

SteakEater137

Trump - Were going to bomb the shit out of Iran and take Kharg Island tonight Market - Meh. Dont really care about Iran anymore News - Iran and UAE might be meeting to discuss peace Market - OH FUCK PUMP IT GO GO GO

hayleybts

MY SPY CALL SAVED!! Thanks UAE

hayleybts

The UAE and Iran are said to have met face to face to ease tensions.

NotMe357

"The UAE and Iran are said to have met face to face to ease tensions." Fake news to pump is back on the MENU. Edit: No wonder TACO stock (INTEL) just move up without care about Indexs.

horseisahorse

UAE and Iran meeting

True_Job_7845

Full message by Iranian state media Elon Musk's Companies in Iran's Military Target Bank 🔹With the update of Iran's military operations target bank, all interests related to economic holdings managed by Elon Musk in West Asia, including Arab countries and Israel, have been entirely included in the initial list for drafting new targets. 🔹This action follows the proof of the use of infrastructure managed by Elon Musk, including Starlink, by the US and Israeli armies. 🔹Earlier, Musk's military aid to the US army through the Starshield projects and the launch of military satellites in activities such as earth observation, encrypted communications, and secure data transfer had been revealed. 🔹The Starlink ground station located in the occupied territories, Qatar, Jordan, the UAE, and Oman, along with SpaceX shareholders including the infrastructure of two companies, Alfazabi and Mobadele, are among the new targets in Iran's list. 🔹An informed source told Fars that the US army, supported by companies related to Musk, has committed war crimes including attacks on water infrastructure in southern Iran, and the Islamic Republic of Iran reserves the right to attack all facilities related to holdings managed by Musk in the region and the occupied territories. ====== That's not going to be good for business 🤔

KarlLachsfeld

the May OPEC figure excludes the UAE, which left the group as of the first of that month. Lmao. 

furrypurpledinosaur

Dude, with the amount of grift he has done during his 2 presidencies, I don't think he is heavily indebted anymore. Just the Saudis and UAE have given him billion in bribes, plus all the scams like crypto rug pulls etc. Before he became president he was a fake billionaire, pretty sure right now he is a real billionaire, he is probably 10x richer than he was when he first ran.

495N

Interesting https://www.reddit.com/r/UAE/s/fgkaLVTuCx

Provolone-Jones

The night is still very young. But they don’t need to strike SA or UAE to trigger a spike. They just need the houthis to strike 1 tanker or cargo ship in the Bab to put a halt on shipping through the Bab. Think that’s the more likely play.

TickTockTaudit

Incoming tweet that we got an urgent message from Pakistan and UAE regarding peace and opening the strait

The_eternal_fight

Qatar issued declaration to halt all natural gas contracts months ago. That is just one country. Qatar is also chocked Bahrain is also chocked . Only Saudi and Emirates have some work around a bit still no where near their pre war ability or even no where between Thier maximum export level. Let alone that oil market was already oversupplied before the Argentina flash war. Gulf nations as OPEC used to cartel the price using overproduction and underproduction. Now UAE has left OPEC . This hasn't happen in many major war crisis this region has faced (Suez crisis, desert storm 1, desert storm two, Iraq war, 2008 recession, COVID, ). So if all these above aren't giving you a signal to short the F out of their currencies, then I don't know what else you need? Note we are only 4 months in this war that may never resolve just as in Russia Ukraine war

Rosevkiet

The US is basically independent for gas, our capacity to export is too small and our ability to start producing more too big to sustain long term high prices for gas. For oil? We’re subject to the same global market as everyone else. There is no way we’re spared from greater market shortages. Gulf state oil barrels are still the lowest cost ones on the planet. Removing them from the market instantly makes everything more, even if they are able to ramp other distribution methods, those will come with cost. And US companies have heavy exposure in Qatar, UAE, and Saudi Arabia.

FriedRice2682

>The thing is Iran can't just attack another ME nation for no reason. They are using our attacks as an excuse and preaching pan-Arab unity. And the ME has tried to stay out of it. The UAE is actively advocating for US airstrikes and have become Israel BFF recently signing defense deals. As for the rest, they're are allowing their aibases to be used for airstrikes, that's enough for under Imternational laws(whatever that's supposed to mean) to allow Iran to strike those countries, because neutral territory loses its immunity if it's used for hostile acts against another state. >If we leave the area and a year from now, Iran randomly decides to start firing missiles, all bets are off. And likely the whole world (Plus us) would come down on them, including Europe. That's what Iran has been asking for...but somehow that's an extra step that the US is unwilling to take. >And people don't understand Saudi Arabia could probably take Iran by themselves. They have one of the largest, most advanced air forces on earth (Hint: It's our stuff). They have just been able to stay out of it. Saudi Arabia is getting a large portion of it's oil out trough the Bab el-Mandeb Strait, which are not immune to the Houthis, the same guys who they unsuccessfuly tried to defeat from 2015-2019 with the help of the US. That's why they won't get directly involved with Iran. They're also afraid of the backlash that would come with attacking Iran (who suports the Palestinian cause), for the same reasons they haven't signed the Abraham accords. SA got their own Shiite minority in their eastern province, where there's a large portion of their oil wealth. The Pakistanis sending troops in SA isn't to protect them from Iran, but from another Arab spring.

Samjabr

adding 1.8 million barrels is a shit ton. I don't know what tard made that graphic. Plus, UAE wants to go to 5 million a day. That's why they quit OPEC cartel. Iraq is doing the same. Saudi is planning to expand, the US is adding oil rigs + Venezuela. It's all cumulative. Lots of supply coming. Iran randomly attacking a neighbor without us starting shit would make the whole world blow their asses up, including Saudi [https://www.cnbc.com/2026/06/09/iraq-uae-hormuz-oil-pipelines-oil-iran-war.html](https://www.cnbc.com/2026/06/09/iraq-uae-hormuz-oil-pipelines-oil-iran-war.html)

Isometric_exercises

UAE building pipelines to bypass the strait. Done around 2027.

trsx5

$100 bucks says the "UAE Begs trump not to strike" within 24 hours lmao what a joke. Do it or shut up

Samjabr

I'm not saying everything will be fixed next week. But make no mistake, this will be a multi year buildout. No one is going to get caught in this situation again. Couple that with UAE ending their 60 year OPEC membership because they are tired of all the BS quotas that limit their ability to pump and make $$$ - expect some others to follow suit Swirl in a little Venezuela with a mix of the US becoming the largest producer on earth. The long term trajectory for oil is down.

The_eternal_fight

You could be right actually. I'm sure they have planned for the rainy day. But also, how much could a tiny country like Qatar / Kuwait survive for if this war drags on for a year? You right UAE have pipelines But what about other countries that don't have any alternative shipping India is the highest buyer of all gulf nations energy .

lightning_whirler

UAE is nearing completion of a second pipeline around the Strait. Once in operation the chokepoint is no longer relevant.

Panthera__Tigris

Here is why: \- There was an oversupply of oil before the war. \- Half of the Strait traffic is now being routed through pipelines by both the Saudis and UAE to bypass the Strait. UAE is also working on another pipeline which is [halfway done.](https://www.reuters.com/world/middle-east/new-uae-pipeline-bypassing-hormuz-now-50-complete-adnoc-ceo-says-2026-05-20/) Even Iraq is planning routing through Jordan and Syria. [Saudi jet fuel supply to Europe higher than before Hormuz closure, data shows](https://www.reuters.com/business/energy/saudi-jet-fuel-supply-europe-higher-than-before-hormuz-closure-data-shows-2026-06-09/) \- There are still some tankers crossing the Strait. It's only 10% of before but it adds up to the rest. \- More Russian oil is flowing now than before. Thats a lot of barrels being added. The sanction waiver expired, but it doesn't look like US/ EU are enforcing it now. \- Venezuelan oil is also starting to trickle. Almost 1.25 million barrels now with most going to US and India. [India ramps up Venezuelan oil imports amid gulf crisis](https://timesofindia.indiatimes.com/blogs/voices/india-ramps-up-venezuelan-oil-imports-amid-gulf-crisis/) \- China's economy has still not recovered so demand is low. Plus they are also doing quite well with EVs. [China Oil Imports Fall to Eight-Year Low](https://www.bloomberg.com/news/articles/2026-06-09/china-s-oil-imports-plunge-to-eight-year-low-on-war-disruptions). Even other countries are cutting back on oil usage by instituting work from home and stuff like that. \- Oil is already 50% higher than before the war. While the disruption is just around \~10% of global supply (would have been 20% without the pipelines). 50% is already a LOT. \- And lastly, everyone knows the situation will eventually ease for oil. This is why December futures are lower than spot (aka backwardation).

Aggressive_Bit_91

So I’m assuming the Saudis and UAE will be hit and they will take it up the ass as usual and beg Iran to be friends with strongly worded statements of discontent.

Prior-Meeting1645

He’s a UAE resident

Shaaaww

I feel like the aerial drone space is way too crowded and popular as is. AUVs are where some money is still to be made. Kraken robotics or to a lesser extent Gabler group are good plays for it. Other than that I like counter drone stocks. My favourite being electro optic systems that provide interceptor drones, kinetic and laser weapons that are battle tested in Ukraine and UAE. Huge opportunity. So many catalysts with Dutch order, UAE follow up orders after the successful Defense work given the Iran war, germanys order, eu uplisting, anti space/ satellite work.

MrNo_Balls

The reason is because other oil producers, specially the UAE, ramp up their oil production. NVM the fact that the US is also increasing exports and production, additionally there a country with, albeit terrible oil, that is not even currently being tapped into as an emergency reserve >!Venezuela!<.

Aggressive_Bit_91

Well buckle up UAE and Saudis, prepare to be Irans bitch.

Saffuran

When you're investing in dividend vehicles situated in another country where you live doesn't change the tax law related to the asset/exchange the ticker is listed on. In America, in the UAE, or on Mars - someone holding SPY is subject to 30% tax on dividend distributions - generally, this tax is automatically deducted by your brokerage, and you never see it hit your account. US-domiciled assets in excess of $60,000 are subject to the U.S. Estate Tax. You would have to be in non-domiciled funds/etfs to avoid that - you'd still be paying a 15% tax through UCITS (Ireland) because it is impossible to legally fully avoid that. And for anyone thinking an American can undercut their dividend taxes by holding something like SPYL - the reverse is actually true. The laws are written to be punitive so that holding SPYL (etc) as an American citizen is decidedly more punitive than holding SPY.

emporium4648

UAE don’t get excited lil boy or this time around Burj Khalifa will be turned into a tent.

Advanced_Divide_4641

Are they still trying to do test flights in the UAE?

trust_it_bb

Every gulf producer indicated they are ready to increase pumping. UAE left opec to pump even more. An opening will lead to cheap oil, cheap inputs, cheap product, crash PPI/CPI and builds the case for a cut. The only doubt you should have is Mangos ability to get it signed - the rest of the story is already confirmed.

fattytuna96

Reminds me of Man City’s sponsorship deals from UAE based companies and PSG with Qatar based companies.