UAE Seeks Alternative Energy Export Routes Amid Iran‑US Tensions
UAE presidential adviser Anwar Gargash announced plans to develop new ports, pipelines and rail corridors to prevent energy exports from being held hostage by the ongoing US‑Iran conflict.
Share
Desk Analysis
How This Affects the Exchange
Sector Effect
Negative · Do not buy
Heightened Gulf tensions and potential oil supply disruptions create downside risk for Oil & Gas sector; avoid buying.
Sectors & Direction
Desk read
Desk call: Do not buy · Negatively affected
- Oil & GasNegatively affected
Companies
Mentions in This Briefing
Sectors: Oil & Gas — Negative · Do not buy. PSX tickers: OGDC, PPL, HUBC. Heightened Gulf tensions and potential oil supply disruptions create downside risk for Oil & Gas sector; avoid buying.
Full Story
Open on Business Recorder## UAE Diversifies Export Infrastructure
UAE presidential adviser Anwar Gargash told the Hili Forum in Abu Dhabi that the Emirates are constructing alternative routes for energy exports and trade to avoid being "held hostage" by the war between the United States and Iran. The initiative includes expanding port capacity along the eastern coast, as well as building new pipelines, railways and trade corridors.
## Regional Security Concerns
The statement follows recent Iranian missile strikes on the UAE and attacks on oil tankers in the Strait of Hormuz, which disrupted a fifth of global energy supplies and pushed oil prices higher. Gargash warned that rebuilding trust with Iran could take decades and criticised Gulf states for lacking a coordinated response.
## Gulf Views on US Partnership
Qatar’s foreign ministry echoed the sentiment, saying Gulf nations should not rely solely on the US for security and must develop self‑sufficiency. Both officials stressed that while the US alliance remains important, national capabilities are essential for long‑term stability.
## Implications for Global Energy Flows
Iran’s threat to close the Strait of Hormuz remains a key obstacle in US‑Iran negotiations, which are being mediated by Qatar and Pakistan. Any prolonged disruption could affect global oil supply chains and, by extension, energy‑related companies listed on the Pakistan Stock Exchange.
## Outlook
The UAE’s infrastructure push aims to safeguard its energy exports, but heightened geopolitical risk in the Gulf continues to weigh on oil markets and investor confidence.