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

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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.”

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65% OF ANALYSTS SAY AI WORKS BEST WHEN THE LOGIC IS MANAGED AT THE BUSINESS LEVEL, ALTERYX RESEARCH FINDS

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Alteryx, Inc., an AI-ready data and analytics company, today released its “2026 State of Data Analysts in the Age of AI” report, revealing that while AI is becoming central to business decision-making, human oversight remains critical to ensuring AI-generated outcomes are trusted and actionable. The research found that analysts spend nearly four hours per week validating and correcting AI-generated outputs, while poor data quality and governance continue to undermine AI and analytics initiatives. The findings also show that AI works best when the people closest to the business stay involved, with 65% of analysts saying AI and agent-based systems are most productive when the logic is managed at the business level. As organizations accelerate toward more agentic AI systems, the need for trusted data, governed logic and workflows, and human oversight continues to grow.

Key Findings at a Glance: 

  • 96% of data analysts are actively using AI tools in their roles 
  • 47% of failed AI and analytics projects are attributed to poor data quality or governance 
  • 65% of analysts say AI and agent-based systems are most productive when the logic is managed at the business level
  • Data analysts spend an average of 5.7 hours per week preparing and cleaning data, and an additional 3.7 hours per week checking and correcting AI outputs
  • Only 3% prefer fully autonomous AI without routine human involvement, while 46% favor a human-in-the-loop approach 

The findings point to a broader shift in how organizations are operationalizing AI. As businesses move from experimentation to deploying AI in core workflows and decision-making, trust increasingly depends on more than model performance alone. Analysts and operations teams play a critical role because they maintain business logic, governance standards, and operational context that help AI systems produce reliable and actionable outcomes.

Human Oversight Still Remains Central in the Age of Agentic AI

As AI becomes a bigger part of an analyst’s day-to-day work, the impact goes beyond simple productivity gains. Businesses are quickly adopting more advanced AI capabilities, like agentic AI, but, on the contrary, analysts are now spending more time reviewing, validating, and guiding AI-generated work. Over half (59%) expect to use AI agents to generate insights within the next year, and many are already using them to draft communications (59%) and manage workflows (54%).

Even as AI takes on a larger role in data-to-insight workflows, analysts remain closely involved because they are ultimately accountable for the quality, accuracy, and reliability of the outcomes. Nearly half (46%) prefer a human-in-the-loop approach where AI systems require human approval before taking action, while only 3% are comfortable with fully autonomous AI. The findings suggest that as AI becomes more embedded in business processes, trust, oversight, and human judgment remain essential to ensuring outputs are accurate, explainable, and aligned with business needs. 

“AI is already influencing how businesses make decisions every day, but our research highlights a reality many organizations are now confronting: trust matters just as much as speed,” said Andy MacMillan, CEO at Alteryx. “The people closest to the business play a critical role because they understand the logic, rules, and operational context behind decisions, whether that’s pricing models, compliance requirements, or operational thresholds, and that business logic is constantly evolving. AI can accelerate work, but organizations still need governed workflows and human oversight to ensure outcomes are visible, understandable, repeatable, and auditable across the organization.”

Data Challenges Continue to Limit AI Success

Behind every successful AI initiative is a strong data foundation, and many organizations are still struggling to get there. Even as AI adoption grows, ongoing issues with data quality, access, and governance continue to slow progress and limit AI effectiveness. Analysts say either poor data quality or governance is responsible for nearly half (47%) of failed AI and analytics projects, making it the biggest barrier to AI success.

Most (79%) analysts believe their data is ready for AI at scale, yet the day-to-day reality looks much different. Analysts still spend an average of nearly 6 hours each week preparing and cleaning data, plus nearly another 4 hours reviewing and correcting AI-generated outputs, checking for issues such as incorrect calculations, inconsistent metrics, or responses that don’t align with company policies and definitions. Governance concerns are also rising, with access control and data exposure (42%) ranking as the top issue, followed closely by regulatory compliance (41%). These findings show that as companies push AI deeper into business operations, the people closest to the business increasingly need to provide the context AI relies on, including not just clean data, but also the business logic, workflows, policies, and governance that shape how decisions are made and acted on.

AI Becomes Core to Business Decision-Making

AI is quickly becoming part of everyday business decision-making. Nearly all analysts surveyed (96%) say they use AI tools in their work every day, and organizations are already seeing the impact. Among IT leaders, 85% report noticeable gains in employee productivity, while 79% say AI is helping teams make decisions faster.

As AI adoption grows, AI-generated insights are carrying more weight across the business. Half (50%) of analysts and 62% of IT leaders say that most or almost all business-critical decisions are now influenced by AI insights.

But generating insights faster doesn’t always make decisions easier. The biggest challenge organizations face is helping business leaders understand and trust AI-generated outputs, with 43% saying interpreting and explaining AI insights remains a key barrier. At the same time, companies continue embedding AI into core technologies like cloud data warehouses (40%) and business intelligence tools (39%), making AI an increasingly central part of how businesses operate.

The Evolving Role of the Data Analyst

Analysts increasingly see AI as a collaborator that changes how work gets done, not a replacement for human expertise. In fact, 82% say automation is making them more effective by helping them work faster and focus on higher-value tasks.

As AI becomes more embedded in everyday operations, the role of the analyst is evolving from producing insights to guiding how AI systems operate. Over the next five years, 40% believe changing skill requirements will have the biggest impact on their responsibilities, while 36% point to the growing importance of real-time analytics. The findings suggest that analysts and operational teams will play an increasingly important role in defining, validating, and evolving the business logic AI systems rely on to deliver trusted, repeatable outcomes. This includes the rules, calculations, and operational processes that determine how the business actually runs, whether it’s updating tax rules in different countries, changing sales commission structures, adjusting supply chain thresholds, or applying compliance and pricing policies as conditions evolve.

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HOLCIM UAE OFFICIALLY LAUNCHES ECOCYCLE® TO ADVANCE CIRCULAR CONSTRUCTION

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Holcim UAE officially launched ECOCycle® at the Make It In The Emirates event at ADNEC Centre, Abu Dhabi, marking a landmark moment in the country’s journey toward smarter, more sustainable construction. ECOCycle uses Holcim’s advanced circular technology to accelerate change, building cities from cities and closing the loop in construction.

The UAE generates enormous volumes of construction demolition materials every year, accounting for an estimated 70% to 75% of the nation’s total solid waste. ECOCycle directly addresses this challenge by transforming this into new, high-quality building materials, giving discarded resources a second life rather than sending them to landfill. ECOCycle, Holcim’s circularity technology platform, guarantees a minimum of 10% up to 100% recycled construction demolition materials in every labeled product, with no compromise on quality or performance.

Speaking at the launch, Ali Said, CEO of Holcim UAE and Oman, said: With ECOCycle, we’re building cities from cities, closing the loop in construction and helping our customers achieve their ambitious circularity goals – by providing building materials and solutions that carry this label, with no compromise on quality and performance. At the same time, we’re reducing the use of primary materials, conserving natural resources, and minimizing the volume of materials sent to landfill.”

The concept is simple but powerful. Instead of extracting new raw materials for every construction project, ECOCycle recovers and reprocesses materials from old structures, feeding them back into the construction cycle. The result is a genuinely closed-loop system that reduces waste, conserves natural resources, and supports the UAE’s ambition to divert 75% of waste from landfill.

This is not an untested idea. Holcim has already used this technology across multiple markets worldwide, including in France where – in a world first – an entire residential building was constructed using 100% recycled concrete. The UAE launch brings that proven track record to this region for the first time.

ECOCycleproducts can contribute to internationally recognized green building certifications, giving developers, architects, and contractors confidence that they are building responsibly. From foundations to facades, ECOCycle is how Holcim turns the cities of today into the building materials of tomorrow, building cities from cities.

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BOLT EXPANDS INTO THE UAE CAPITAL

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Dubai Taxi Company PJSC (“DTC”), the leading provider of mobility services in Dubai, and its strategic partner Bolt today announced the entry of Bolt’s ride-hailing services in Abu Dhabi, marking a significant step in the partnership’s expansion across the UAE.

The expansion builds on strong e-hailing momentum across the DTC–Bolt strategic partnership. In 2025, DTC reported a 24% year-on-year increase in e-hailing activity across its taxi and limousine segments, supported by continued fleet expansion and growing customer adoption of digital booking channels.

Bolt will initially launch limousine services where customers in Abu Dhabi will be able to access ride-hailing services backed by a huge network of fleet owners, drivers, and vehicles. This will be followed by taxi services in weeks to follow.

Vasilis Hadjiaslanis, General Manager of Bolt UAE, said: “Abu Dhabi is a natural next step for Bolt in the UAE. We have seen exceptional demand for reliable, app-based mobility, and this milestone gives residents and visitors in the capital access to a service that is fast, convenient, and built around their needs. We are proud to be on this journey alongside our partners at DTC, and we look forward to continuing to grow our presence across the UAE.”

That momentum carried into Q1 2026, with e-hailing activity rising a further 9% year-on-year, reflecting the continued resilience of app-based mobility and the long-term growth potential of digital transport services in the UAE.

The expansion also relies on the partnership’s growth in Dubai, where Q1 2026 saw the integration of 1,823 National Taxi vehicles into the Bolt platform. Broadening Bolt’s UAE footprint and strengthens its role in supporting the country’s evolving ecosystem, shaping how residents, visitors, and businesses move across cities.

Driven by this high demand, Bolt expansion into Abu Dhabi reinforces DTC’s commitment to delivering more accessible mobility solutions for residents, visitors, and businesses nationwide, and support the UAE’s wider shift toward smart mobility.

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