The Middle East Outlook 2026
The Gulf is rebuilding part of its export model around hydrogen and ammonia. The opportunity is to connect verified reductions to cargoes that already move.
Open the document (PDF)The Middle East Outlook by C3 is here The Gulf is moving to rebuild part of its export model around hydrogen and ammonia. Record-low solar costs are making this possible at a competitive scale.
At the same time, methane rules and buyer expectations around Scope 3 are raising the bar for credibility. Insetting is emerging as one practical way to connect verified reductions to the products that already leave the region.
The opportunities are not only to produce differently. It is to connect those reductions to the cargoes that already move across the world.
This outlook sets out the key dynamics for 2026 and the years ahead.
Originally published on LinkedIn, 6 August 2026.
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