GCC Logistics and Supply Chain Infrastructure.
The corridors are built. The integration is the work.
The Gulf has crossed from hydrocarbon exporter to trade orchestration platform. Jebel Ali handled 15.5M TEU in 2024 (rank 9 globally). Khalifa Port hit 1.7M TEU in Q1 2025 alone (+26% YoY) toward 9.6–11.8M capacity. Salalah handled 3.3M TEU and ranks among the most efficient ports globally. The infrastructure is no longer aspirational — it is operational, ranked, and re-pricing global routing decisions.
The Gulf is not one platform. It is a coordinated set of overlapping platforms. DP World and AD Ports compete for transshipment. Jebel Ali competes with King Abdullah Port. Hamad competes with Khalifa. Saudi and UAE customs are different systems. The integration gap between sovereign platforms is the structural condition of the market — and it is itself the entry opportunity for international firms.
Three corridor logics define the next decade — at three different time horizons. Maritime hubs are operational today (Jebel Ali, Khalifa, Salalah, Hamad, King Abdullah). The Saudi Landbridge is financed and contracted, with Sener winning the design role in April 2026, but the corridor opens 2030–2034. IMEC remains a strategic logic more than a delivery programme. Each corridor demands a different entry posture.
The argument continues across 2 further sections of the paper.
The depth behind the thesis.
The page above is the argument. The paper is the evidence behind it: named transactions, sector-specific data, the regulatory references in full, and the closing position with its implications for capital allocation.
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