Mohammed Sergie
Editor, Semafor Gulf
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@msergieMohammed is the editor of Semafor Gulf. He was previously an energy and commodities editor at Bloomberg. Mohammed covered private equity, energy, geoeconomics, and politics for Dow Jones and The Wall Street Journal, The Council on Foreign Relations, among other outlets. His career has included stints in Dubai, Doha, Riyadh, New York, and Syria.
The Suez Canal is Saudi crude’s costlier alternative route to Asia
The longer route adds about $2.5 million in shipping costs per journey to Asia, stretching a typical voyage to Taiwan from 19 to 48 days, Reuters estimated.
Mohamed Abd El Ghany/Reuters
Iran war costs squeeze Gulf’s protein boom
Gulf consumers have long embraced the global protein craze, but the conflict is squeezing the margins of food companies seeking to profit from the trend.
People shopping for dairy products in Saudi in 2020. Ahmed Yosri/Reuters.
Signs of a Saudi-UAE rapprochement emerge on social media
The split between the two countries was driven by disputes over Yemen, Sudan, and economic and geopolitical rivalry, but the Iran war has brought their shared security threat into focus.
Saudi Defense Minister Khalid bin Salman and UAE Vice President and Deputy Prime Minister Sheikh Mansour bin Zayed. @Turki_alalshikh/X.
Abu Dhabi National Oil Company invests in $6.2B domestic gas project
The expansion fits within ADNOC’s global gas strategy and is part of a broader effort to meet rising domestic demand driven by industrial growth and AI.
Natural gas wells at the Habshan gas complex in Abu Dhabi. Stringer/Reuters.
Iran-controlled Hormuz islands back in focus
Lying at the mouth of the Strait of Hormuz, the islands of Abu Musa, Greater Tunb, and Lesser Tunb have come under US fire over the past week.
An oil terminal in Kharg Island. Planet Labs PBC/Handout via Reuters.
