Gulf Exports Slow as China and India Demand Returns to Pre-War Levels

📉 MARKETS — Asian demand recovered, but Gulf exports are falling behind. 📌 LOOK CLOSER: China and India back at pre-war demand means Asia rerouted successfully — but Gulf export capacity is still falling. That gap matters: Middle Eastern producers lose revenue as throughput shrinks. Iran's war-chest tightens; Saudi Vision 2030 financing strains. Europe, last to reroute, now competes for non-Gulf supply against fully recovered Asian buyers.