Tech News
UAE EXIT FROM OPEC SIGNALS SHIFT IN OIL MARKET DYNAMICS, SUPPORTING ABU DHABI ENERGY STOCKS

The recent rise in Abu Dhabi-listed energy stocks reflects growing investor confidence in the UAE’s increased strategic flexibility following its exit from OPEC, according to Sam North, Market Analyst at eToro.
North explained that markets are not pricing in an immediate surge in oil production, but rather a longer-term shift in optionality. “The move is being interpreted as a structural change that allows the UAE to monetise its expanded production capacity more efficiently,” he said. “This creates a clearer growth narrative across upstream activity, drilling, infrastructure, gas processing and dividend potential.”
However, he cautioned that higher output is not guaranteed in the near term. “Production cannot simply ramp up overnight. Logistics, regional security risks and the broader oil price reaction remain critical constraints. If additional supply materially lowers crude prices, it could offset gains from higher volumes,” he added.
OPEC Influence Faces Pressure, but Not Collapse
While the UAE’s departure raises questions about OPEC’s long-term cohesion, markets are not yet pricing in a full breakdown of the cartel’s pricing power. Instead, North noted a gradual shift. “This is more than a short-term disruption, but it is not the end of OPEC. The real risk is fragmentation over time if members prioritise individual revenue over collective discipline.”
Investors are increasingly monitoring key indicators to assess whether market control is shifting. These include compliance levels among remaining OPEC+ members, rising supply from non-OPEC producers such as the US, Brazil and Guyana, as well as inventory builds and oil futures pricing trends.
“OPEC’s influence is ultimately measured by whether its decisions continue to move physical barrels and prices, not by official statements,” North said.
Oil Prices Supported by Geopolitical Risk
Despite expectations of increased supply, oil prices remain supported by geopolitical tensions, particularly around the Strait of Hormuz. Brent crude trading near elevated levels reflects this balance between supply expectations and risk premiums.
“The UAE’s potential output acts more as a stabilising force preventing extreme price spikes, rather than driving a sustained sell-off,” North noted. “Around a quarter of global seaborne oil passes through Hormuz, so any disruption continues to embed a premium in prices.”
Diverging Impact Across Energy Equities
Energy equities are responding unevenly to the evolving landscape. Companies with direct exposure to UAE production growth and infrastructure are benefiting from increased activity expectations, while global oil majors face a more mixed outlook.
“Higher volumes support services and investment, but a weaker OPEC framework could lower long-term price floors,” North said. “Investors are rewarding firms tied to UAE expansion while becoming more selective toward producers reliant on high crude prices.”
Macro Implications: Inflation and Global Markets
Lower oil prices, if sustained, could provide support to global equity markets, particularly in oil-importing economies such as India. Cheaper crude typically improves trade balances, reduces inflationary pressure and supports consumer demand.
At a macro level, increased supply could help ease global inflation, though central bank responses will remain cautious. “Lower energy costs are disinflationary, but policymakers will look for sustained trends and broader indicators such as wages and core inflation before adjusting rates,” North said.
He added that geopolitical risks continue to complicate the outlook. “Supply expectations point toward lower inflation, but disruptions in key transit routes like Hormuz introduce upside risks. The overall impact on rates is marginally dovish, but still conditional on stability.”
Tech News
KnowBe4 Expands Global Data Residency to Six Markets Across the Middle East, Asia-Pacific and South America
KnowBe4, the global leader in digital workforce security, securing both humans and AI agents, today announced its commitment to expanding in-region data residency across six key international markets: Australia, Brazil, Japan, Saudi Arabia, Singapore, and the United Emirates (UAE).
The expansion addresses escalating regulatory complexity worldwide. By offering local data residency, KnowBe4 enables organizations across industries to secure their whole workforce, people and AI agents, while aligning with local data privacy frameworks.
These new regions are in addition to KnowBe4’s existing data residency capabilities across Canada, the European Union (Germany and Ireland), the United Kingdom and the United States.
“As the global regulatory environment evolves and cyber threats grow more sophisticated, international organizations require clarity and confidence regarding where their sensitive data is stored,” said Bryan Palma, CEO at KnowBe4. “Expanding our in-region data residency across these six markets gives our customers greater control over their data at rest, so they can secure their workforces with confidence.”
Launch in each new region is contingent on the underlying cloud infrastructure becoming generally available. Customer data at rest in these regions will be available across the KnowBe4 Platform.
Tech News
Cambridge Health Group and Heriot-Watt University to advance research and innovation in the GCC
Cambridge Health Group (“CHG an international specialist healthcare group providing post-acute care and a subsidiary of Amanat Holdings PJSC (“Amanat”), has signed a three-year Memorandum of Understanding (MoU) with Heriot-Watt University (“Heriot-Watt”) to advance academic research in rehabilitation, long-term care and specialised care.
The agreement brings together CHG’s clinical expertise in long-term care and post-acute rehabilitation across six facilities in the UAE and Saudi Arabia with Heriot-Watt University’s pioneering research in healthy ageing, rehabilitation robotics and assistive technologies. Through its Global Research Institute in Health and Care Technologies and the National Robotarium, Heriot-Watt combines expertise in engineering, artificial intelligence and behavioural science to address complex challenges in health and care. Heriot-Watt’s global presence spans five campuses across Scotland, Dubai and Malaysia, with plans to establish a further campus in Saudi Arabia.
Together, the organisations will connect research with clinical practice, creating opportunities to develop and evaluate innovations that support rehabilitation, maximise independence and improve quality of life for people with complex, long-term care needs. The partners will also pursue national and international research grants, including collaboration with government and industry partners.
The partnership will also support the development of the region’s specialist healthcare workforce through academic training, executive education and tailored development programmes. These will include postgraduate research supervision, internships, industry placements and mentoring, helping connect academic learning with practical experience.
Professor Dame Heather McGregor, member of Heriot-Watt University’s Executive, said: “Universities have an important role in ensuring that research responds to the needs of society and that its benefits extend beyond academia. Our partnership with Cambridge Health Group brings our researchers closer to the questions and challenges shaping healthcare practice, creating opportunities to translate knowledge into meaningful improvements in care. Through education, professional development and practical experience, we look forward to supporting the skills and expertise the region will need as its healthcare sector continues to evolve. We look forward to doing meaningful work together.”
Wael K. Abdallah, Group Chief Executive Officer of Cambridge Health Group, said: “As healthcare systems across the region evolve, advancing specialised care will increasingly depend on our ability to connect research, clinical expertise and real-world healthcare needs. At Cambridge Health Group, we see research and innovation as important enablers of better care outcomes and the continued development of post-acute healthcare across the GCC. Our collaboration with Heriot-Watt creates opportunities to bring academic expertise closer to clinical practice, strengthen the capabilities of our workforce and contribute to the long-term advancement of the sector.”
The partnership represents a step towards translating research into practical advances in specialised care, with the potential to benefit patients, healthcare professionals and the wider sector.
Tech News
Leading AI Builders Make Massive Commitments on VAST-Powered Infrastructure
On the back of the biggest buildout in data infrastructure history, VAST Data, the AI Operating System company, today announced that it is at the center of many of the largest deployments in this space. In the first three quarters of the current fiscal year, just 14 of the more than 1,000 companies VAST serves have made more than $10 billion in aggregate commitments for VAST Data software and supporting platform hardware. The scale and breadth of these investments have no known precedent in the history of data infrastructure and signal that VAST is leading the world in this explosive buildout of superintelligent systems.
The VAST AI OS is the platform of choice for leading AI clouds and frontier AI labs to enable scalable AI training and inference. In 2026, the expansion of AI use cases and the realization of the value of superintelligent systems has reinforced the mandate for organizations to build with industrial-grade storage and database infrastructure to support GPUs and AI accelerators.
The progress VAST has made:
- 14 customers have each committed over $100M in VAST Data-powered system build outs
- Four of those 14 customers have each committed over $1B this year
- VAST Data-powered systems now support 9 of the top 10 frontier AI labs
“Growth at this scale only happens when an entire industry is rebuilding at once,” said Renen Hallak, Founder and CEO of VAST Data. “That’s what the new AI stack is. It’s being built for models and agents, not people and applications, and data sits at the center of it. The companies building it at the largest scale, for people, agents and now robots, are choosing VAST to anchor it.”
Supply Aligned Through 2029
The scale of data capacity VAST’s partners are delivering is unprecedented, and is now representing a significant percentage of the overall global NAND flash produced for enterprise data centers. At a time of such extreme supply chain pressure, VAST is also now taking steps to ensure the next phase of superintelligent system buildout. Increased flash supply takes years to bring online due to the investments in NAND fabs.
Because VAST is partnered with so many of the world’s AI builders, VAST has unique visibility into where capacity demand is headed. The company has structured agreements with its supply chain partners to align more than 200 exabytes of flash capacity through 2029. This forward planning supports VAST’s scaling objectives for the next several years, maps to the growth outlook of its largest customers and helps the AI clouds, labs, enterprises and government organizations building on the VAST AI OS plan their infrastructure with confidence.
“Planning for hundreds of exabytes isn’t only about protecting our customers’ growth projections,” said Jeff Denworth, Co-Founder of VAST Data. “It’s about keeping flash available to hundreds of clouds, so that every AI builder, not just the largest, has the capacity it needs to build and compete.”
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