Global

China–UAE News

BlackRock Report Details China’s Move Up Advanced Manufacturing and AI Value Chain

The BlackRock Investment Institute reported that China is increasingly competing on quality rather than pure scale across advanced manufacturing and technology. In 2025, China represented 14.8% of global merchandise exports while its import share dropped to 9.8% amid deeper domestic supply integration. BlackRock maintained a neutral stance on broader Chinese equities while highlighting selective opportunities in physical AI and tech hardware.

Industry News

QatarEnergy Extends LNG Force Majeure to Late 2026 Amid Hormuz Disruption

State-owned QatarEnergy has extended force majeure notices on liquefied natural gas deliveries to Italian utility Edison and Asian buyers due to continued transit disruptions in the Strait of Hormuz. Deliveries to Edison are suspended until early December, while Asian clients in Bangladesh and Pakistan face cancellations through November. Data from ICIS shows Qatari LNG exports fell to 18 cargoes through end-August 2026, compared to 509 in the same period last year.

Policy & Legal Updates

China and US Reveal Reciprocal Tariff Cut Lists Covering 60 Billion Dollars

China and the United States have published reciprocal tariff exemption schedules covering approximately $30 billion worth of goods in each direction following September trade talks. The combined $60 billion in trade covered under the arrangement directly impacts Gulf shipping and logistics supply chains. Approximately 90 percent of the covered goods will transition to most favoured nation tariff rates.

Policy & Legal Updates

China and US Release Tariff Exemption Schedules Totaling Sixty Billion Dollars

China and the United States have published reciprocal tariff exemption lists covering approximately $30 billion of goods in each direction. The arrangement spans about $60 billion in combined trade and directly affects Gulf shipping and logistics networks.