About this episode

The episode discusses the booming warehouse market in Dubai, rising oil supply challenges, and the gold trade in the UAE.

21 Jul 2026. Warehouse demand is rising in Dubai, and prices with it, despite the conflict. We speak to Sean Swinburne of ValuStrat about why. Plus, with the Strait of Hormuz disrupted, Gulf oil has leaned on the Red Sea and overland pipelines. Now that backup is under pressure too. We get the analysis on what it means for supply and prices with Robin Mills of Qamar Energy. And gold was the UAE’s leading non-oil trade commodity in the first half of the year, new numbers show. We find out more about how it’s been moving with Aliasgar Tambawala of the Klay Group. See omnystudio.com/listener for privacy information.

People in this episode

Guests: Sean Swinburne, Robin Mills, Aliasgar Tambawala

Topics covered

• warehouse market
• oil supply
• gold trade
• Dubai economy
• Gulf region
• real estate

Keywords

• warehouse demand
• Dubai
• oil prices
• gold trade
• Gulf region
• ValuStrat
• Qamar Energy
• Klay Group

Mentioned in this episode

Organizations: ValuStrat, Qamar Energy, Klay Group

Places: Dubai, UAE, Strait of Hormuz, Red Sea

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• Parkin expands into Sharjah · July 15, 2026 · 33 min
• Oil prices surge as US reinstates Iran blockade in the Strait of Hormuz · July 14, 2026 · 35 min
• Dubai’s mortgage market is back · July 13, 2026 · 35 min

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