2026年阿联酋工业与物流报告

REPORTTheuAE's2026GDpgrowth

forecasthasbeenrevised

downsignificantly

to

mm1.5%,

from

an

initial4.8%atthe

start

of

the

year,

accordingtooxfordEconomics.

Thisreflects

thenegativeeconomicimpact

ofongoing

regionaldisruptions,

whichisfurther

underscoredby

theprojected

contractioninnon-oileconomyperformance

of3.5%this

year,albeitoverallGDplevels

willbe

supportedbya5.2%increaseinthe

oil

sector.currentprojections

have

thehydrocarbonsectorrisingduetohigheroilproduction

andexportsduringH22026.

Average

brent

crude

oilpricesarealsoprojected

tori

setoanaverage

ofUs$88.67perbarrel,up

significantlyfromlast

yearandearlierpre-conflictestimates,

asregionalproduction

constrains,

storage

limitations

and

restricted

exportroutestemporarilyimpactglobal

pricing.Thisincreasein

domesticoil

outputhasbeenmade

possibleby

the

uAE'sexitfrom

opEcinMay2026,

whichrepresentsastructural

shifttowardsgreaterpolicyindependence,

allowingoil

strategy

to

align

moreclosely

with

long

termeconomicdiversificationobjectives.Thenon

oileconomy

isanimportantdriverfordomesticindustrial

activity,

withsectors

suchastourism(13%),retailand

trade(17%),andconstruction(13%)notonly

generatingsignificantdemandforstaffaccommodationfacilities,butthey

alsounderpindemandforasubstantial

volume

of

warehousing

andotherindustrial

yardspaces.withoxfordEconomicsprojects

thatthehotel

sandrestaurants

sector

alone

will

contractby23.2%this

year,

theknock

onimpact

canbe

significant.However,lookingahead,a

strong

recoveryis

expected

in2027,

withGDp

growthprojected

torebound

to6.6%as

globaltrade

routes

stabilize

and

new

energy

capacitiescomeonline.Macroeconomic

overviewFIGURES

UAE

INDUSTRIAL

MARKET

REVIEW⃞2026CBRE

RESEARCH2Inresponseto

theevolvingregional

geopoliticalsituation,theuAEaccelerateda

coordinatedsetof

economic

supportmeasuresandstructuralreforms

aimedatreinforcingresilience,sustainingcapitalin

flows,

andsafeguardingtradecontinuity.

Thisincludes

measuresto

supportFDIa

swell

as

existing

businessesbyofferingliquiditysupport,

withbusinessloan

restructuringandfeed

e

ferr

als,

andexpandedcustomsfacilitation.Inaddition,

aDubai

ledA

ED2.5billioneconomicincentive

package

was

launched

tosupports

ME

sand

thebroaderprivate

sector,reinforcing

the

country'srole

asa

stablehub

for

trade

andinvestment,Tradehasalso

beensupportedbyactivationofalternativeregionallogistics

corridors(includingland

routesto

saudi

Arabia

andoman,

andthrough

theeast

coastports).Inaddition,the

uAE'S

CEPA

programhasmaintained

momentum

supportingnon-oiltrade,increasing

to37agreements(as

of

mid-2026),with18nowinforce,upfromsixinearly2025·

Thisislikely

toincrease

further

during2026,

with

DrThaniAIzeyoudi,Ministerof

ForeignTrade,suggesting

thatan

additional5to7agreements

could

beinplaceby

yearend.UAEbusiness

activityhasremained

resilient,

with

areading

of55.3inAugust,up

from52.7in

July.

There

isasimilarstoryforDubai,

withareadingof54.1

inAugust,upfrom51.7thepreviousmonth.Thereboundinactivityrepresentsabounce

back

afterthe

firstrealtestof

economicresilience,followingclose

tosix

yearsofstrongperformance

precedingC

OVID.

However,bytakingdecisivestepsto

enhance

policy

autonomy

and

diversify

supply

chains,

theuAE

islookingtofurtherstrengthenitsindustrialbaseandpositionforrecoveryin2027.FIGURE2:UAE,keyEconomicIndicators,yy%changeGDP6.2%-1.5%6,6%4,8%oil

GDP4.3%5.2%15.5%3.1%Non-oilGDP6.8%-3.5%3.7%5.4%Inflation1.3%2.9%1.6%1.9%FIGURE3:UAE,purchasingManagers'Indices(PMI)3CBRE

RESEARCH

©2026CBRE,

INC.FIGURE1:UAE,

GrossDomesticproduct,yychange(%)2023

2024

2025

2026FIGURES

UAE

INDUSTRIAL

MARKET

REVIEW⃞2026source:CBRE

Research/oxford

Economics/Macrobondsource:CBRE

Research/oxford

Economics/Macrobondsource:CBRE

Research/oxford

Economics/

Macrobond55.3

UAE

DubaiExpansioncontraction4555The

disruption

to

shipping

through

the

strait

ofHormuz,nowin

itsseventhmonth,has

accelerated

theuAE'sshifttowardsamore

diversifiedlogistics

networkbuiltaroundeastcoastports,railfreight,overland

transport

corridorsand

sea-airconnectivity.

on8April2026,

Minister

of

Energy

andInfrastructure

su

hail

AlMaz

rou

eistatedthateastern

regionportcapacity

hadincreasedtwenty

fold

since

thestart

of

the

crisis,

whileEtihad

Railfreightvolumesrosesixfold,reflectingthescale

ofthecountry'scoordinatedresponse.Akey

componentof

thisstrategy

wastherapidexpansionofalternativeland

mm

basedtrade

routes.

ASmajorshipping

linesincluding

Maersk,MscandHapag-LloydsuspendeddirectGulfservices,cargo

wasrerouted

throughRedseagateways

such

asJeddah

IslamicportandkingAbdullahportbefore

movingoverlandinto

the

uAEandoman.

Thesesaudi

truckingand

logistics

corridors

becamecriticalin

maintainingtheflowofconsumergoods,

industrialmaterials

andessential

supplies

whilebypassingrestrictedmaritimeroutes.Atthe

sametime,port

sonthe

Arabianseaemerged

asincreasinglyimportantgateways

forregionaltrade.Fu

jai

rah,khor

Fakkan

and

sala

lah

evolvedfromcontingency

optionsintokeynodes

withina

broaderlogisticsnetwork,offeringdirect

access

to

international

shippinglanes

without

transitingthe

straitof

Hormuz.

supportingthis

shift,

enhanced

customscoordination

andcross

border

truckinginitiatives,includingtheoman

Dubaicorridor,

improvedcargoreliability

and

reduced

transit

bottlenecks

betweenomanandthe

uAE.The

uAE

also

expandeditssea

airlogisticsmodelto

supporthigh

value

andtime-sensitive

cargo.

ASvesselsdivertedaroundthecapeofGoodHope,adding10to14daysto

standard

voyages,

goodsarriving

through

Fu

jai

rah,khorFakkan

andsala

lah

wereincreasinglytransferredtoDubai

International

Airport(DX

B)andAI

Maktoum

International

Airport

(DW

C)foronward

distribution.

This

hybridmodelsignificantlyreduceddelivery

timescomparedto

all-

oceanalternatives,despitehigherairfreightcosts.supply

chain

Agility:Multi-modalRoutingpostHormuz

BlockadeFIGURE4:IllustrativeMapIMultiModal

Routing4CBRE

RESEARCH

©2026CBRE,

INC.This

map

was

generated

using

artificial

intelligence

technology

and

is

intended

solely

for

illustrative

and

visualization

purposes.source:CBRE

Research/Regionalmediacoverageandpressreports/Etihad

RailFIGURES

UAE

INDUSTRIAL

MARKET

REVIEW⃞2026Thelong

termoutlookisfurthersupportedby

the

development

ofHa

feetRail,aJvbetween

EtihadRail,

Mu

bad

ala

and

AS

YAD

Group,

which

is

set

tofurtherenhanceregional

connectivitybylinkingthe

UAErailnetwork

with

so

harport

and

key

logistics

hubsino

man.AstheGCC's

first

cross

borderrailwayproject,itis

expectedtoimprovefreightefficiency,

strengthensupplychainresilienceand

support

deepereconomicintegrationbetweenthe

two

countries.Etihad

Rail

playeda

pivotal

roleinsupporting

thistransition.

Therailway

activatedadditionalfreightcorridors,increasedconnectivity

with

eastcoastportsand

expandedservices

atthe

AlGhailDry

port

terminal

to

absorbrising

cargo

volumes.Bylinkingports,inlandterminal

sand

majorindustrialhubssuch

as

kEZADandJA

FZA,therail

networkstrengthenedsupply

chain

resilience

whilereducing

dependence

on

long

haul

roadtransport.supply

chain

Agility:Multi-modalRoutingpostHormuz

Blockade5CBRE

RESEARCH

©2026CBRE,

INC.FIGURES

UAE

INDUSTRIAL

MARKET

REVIEW⃞2026The

straitof

Hormuzdisruption

has

accelerated

afundamentalshiftintheuAE'sinfrastructurestrategy.

Ratherthan

treating

alternative

traderoutes

asatemporary

solution,

thegovernmenthasadoptedalong-termobjectiveof

achieving"zeroHormuzdependency"throughsignificantinvestmentineast

coastports,pipelines,rail

infrastructure

and

logistics

corridors.

According

toMinister

of

stateforForeign

TradeDr.Than

iAIzeyoudi,

thestrategy

willproceed

regardless

of

whethernormal

shipping

throughthe

straitresumes,reflecting

a

broad

erefforttostrengthen

theresilienceof

theuAE'strade

and

energynetworks.centraltothisstructuralshiftisthe

expansionof

the

eastcoastgatewaysincludingFu

jai

rah,khorFakkan

andDibba,

whichprovidedirectaccessto

theGulf

of

omanandglobal

shippinglanesoutside

thestraitof

Hormuz.

AsofMay

26,

ADportsGrouphas

handledmorethan54,000TE

usofredirected

cargothrough

Fuja

ira

handkhorFak

kan,supportedby

newfeeder

services,land

bridge

sand

Multi-modal

transportconnections,

sincethe

onsetof

the

disruption.Additionally,

Gulftainerhasannouncedaus$2billion

expansionofk

ho

rFakkancontainerTerminal,increasing

capacityfrom3.5millionTEusto10millionTEus

over

thenext36months,

reinforcing

theport'sposition

as

oneof

theregion'smoststrategicallyimportant

containergateways.A

zero

Reliance

plan:The

EastcoastInfra-sprint6CBRE

RESEARCH

©2026CBRE,

INC.FIGURES

UAE

INDUSTRIAL

MARKET

REVIEW⃞2026A

zero

Reliance

plan:The

EastcoastInfra-sprintTheuAE'slong

termportcapacityis

also

settoincreasesignificantly

followingDpworld'S

July2026agreementinprinciple,undera50

yearconcession,

withtheFu

jai

rah

portsAuthority

to

develop

the

AlRugaylatcontainerandMulti

mm

purpose

Terminaland

theDibbaGeneral

cargoTerminal.

onceoperational,the

development

will

increaseDp

world's

container

handling

capacity

in

the

uAE

from19.4million

TEusto

almost

22

millionTE

US.In

parallel,theuAEisstrengtheningitsenergy

exportinfrastructure.

ADNo

chasacceleratedconstruction

ofa

secondwest

Eastpipeline

connectingHabshantoFu

jai

rah,whichis

expectedto

double

crudeexport

capacity

throughFu

jai

rah

fromapproximately1.8millionbarrelsper

dayto3.6millionbarrelsper

dayby2027.Theprojectforms

parto

fabroaderstrategytoreducereliance

onGulfexportroutes

andsupporttheuAE'slong-

termproductionambitions.supporting

theseinvestmentsisanexpandingMulti

modallogistics

network.

AD

portsGrouphas

deployed

an

800-truckland

bridgeoperationlinkingeastcoastports

within

landlogisticshubs,

complementedbydedicated

EtihadRailfreightservices

and

growing

warehouse

capacity.Together,theseinvestments

aretransformingtheuAE's

eastcoastfroma

contingency

gatewayintoapermanenttrade

andlogisticscorridor,

creatingadditional

capacityforcontainer

izedcargo,

energy

exportsandregionaldistribution

activities.7CBRE

RESEARCH

©2026CBRE,

INC.source:CBRE

Research/AD

portsGroup/INCHCAPE/Regionalmediacoverageand

press

reportsFIGURES

UAE

INDUSTRIAL

MARKET

REVIEW⃞2026TheuAE

government

haspro

activelyaddressed

challengesinthelogisticsmarket,byeffectively

pivoting

towardsimmediate,high

impactinterventions,includinga

raftofindustryincentives

aimedatprotectingdomestic

supply

chains,reducing

operational

friction

forlogistics

operators,

andaccelerating

the

opening

ofalternative

cross

borderland

corridors.some

of

themajorincentive

sand

initiativesinclude:TheNationalln

dust

rial

Resilience

Fund

(Nl

RF)A5-yearAED1billion(us$272million)fund

toexpanddomestic

manufacturing

and

local

ise

over

5,000critical

products

across

food,pharmaceuticals,andtechnology

sectors.Managedby

theEmirates

DevelopmentBank(EDB),thefundwasapprovedby

cabinetinApril

2026andaims

tosafeguard

supply

chainsthrough

Alforecastingand

local

procurementrequirements,inline

withstrategicinitiativessuch

asIn

country

value(IC

V)andMakeit

intheEmirates(MII

TE).

AD

Nocbecame

the

fund's

first

industrypartnerinMay2026,

aligningitslong

termprocurementwithlocal

manufacturers.Fine

Reductions&FeeD

e

ferr

alsDubai

customsintroduced

temporaryreliefmeasures

toimmediatelyfreeup

corporateliquidityfor3PLprovidersanddistributors,granting

an80%reduction

on

qualifyingoutstandingcustoms

fines.

Alongside

thispenalty

relief,

aflexible

dutyinstalmentplanwaslaunched

forimportdeclarations,

allowingcorporateoccupiers

todefer

customsfee

sand

easetheupfront

cash

flow

burden

ofaccumulatingsafety

stockmid

crisis.

The

package

alsoextendedtransit

periods

from30togo

days,introduced

a"Greencorridor"forgoodsmovingviaalternativeroutes,

andprioritized

clearanceforshipmentsentering

throughkhorFak

kan,Fu

jai

rah,and

the

Hatta

bordercrossing.

By

endof

Jun

26,

thesemeasureshaddelivered

overAED79

million

inliquidity

to428companies

and

helped

sustainAED33.9billion

in

trade

flows,

with

a

further6,613companies

benefiting

from

a

separate120mmdayextension

onsuspended

duty

cases.SME

credit&contractingEmpowermentDubai

Department

ofFinancedoubled

thecontract

thresholdfor

governmentcontractperformance

guarantee

exemptionsfromAED5

milliontoA

ED10million

toempowermid

tier3PL

firms

tobi

doncriticalregional

distributiontenders

without

tying

uptheirliquidoperational

capital.TheHa

feetRailFast-Track

ActiyationHafeetRail,the

uAE

Omanrail

jointventurebetween

Etihad

Rail,

oman

Rail,

andMu

bad

ala,is

designedtopermanentlybypassinner-Gulfbottlenecks

a

singlefreighttrainonthe

networkcan

move

over15,000tonnes

of

cargodirectlybetween

terminal

sanduAEfree

zones,Theprojectpassed40%completioninApril2026and

entereditsheavy

civilphasebefore

track-laying

began

around

mid

2026.

The238km

corridor

isexpectedtosignificantlystrengthenregionalsupplychain

sandcreatean

efficient

alternative

traderoute

outsidetraditionalshippingcorridors.pivoting

to

Resilience:Empowering

the

uAE

I&L

sector8CBRE

RESEARCH

©2026CBRE,

INC.FIGURES

UAE

INDUSTRIAL

MARKET

REVIEW⃞2026KE

ZADS

MEHubTargetingthe

critical

downstreamdistributionlayer,KEZADGroup

launched

anA

ED112

milion

(us$30.5million)investment

to

develop

thepurpose-builtsME

Hubin

KEZA

DAl

Ma'mourah·

occupying25,260sq

m,thefacilityintroduces175flexible,movemm

in-readymicro

mm

industrial

unitsstartingassmallas100sq

m,designed

tobridge

the

gapbetweenearly

stageincubator

sandlarge-scaleindustrialmarketassets.

Theproject

isset

tobe

completedbytheend

of2026.BYproviding

direct,physicalintegration

with

khalifa

port

andtheEtihad

Railnetwork,

the

huballows

growing3PLproviders

andlightmanufacturers

to

scaleoperations

atcompetitive

costswhile

stillaccessingover75%oftheuAE'surbancenterswithina

gomm

minutedrive.Dpworld&Lintara

propertiesDp

worldand

Lin

tara

properties,

Arcapita'sreal

estateplatform,

brokegroundona20,000sq

mGradeAbuild

mmtomm

suitlogistics

facilitywithinJafzain

June

26.Expected

to

complete

in2027,thedevelopment

willfeature

approximately12

metre

clear-heightwarehousing,temperature-controlled

storage,dedicated

dangerousgoods

facilities,and

supporting

officespace.

The

project

reflectsincreasing

occu

pier

demandfor

specialized,high-

specificationlogistics

assetsthat

canaccommodateincreasingly

complex

andresilient

supplychainstrategies.Despitecurrent

regional

macroheadwinds,institutionalinvestors

continue

to

deploy

capital

intotheuAE'sl&L

sector,

with

investorslooking

beyondgeopolitical

tensions,

transactingonGradeAware

housing

asasafe,defensive

andhigh-yieldingsector.Thissustainedinvestorconfidencereflect

sanunderlying

convictioninlong

mmterm

economic

growth

and

the

strategicvalue

of

plannedinvestmentsinto

theEmirates,

whichissupporting

thecurrent

collectivemarket

flight

to

quality.Make

i⃞in

the

Emni

rates2026The

forumgeneratedan

unprecedented

AED48.5

billion(us$13.2billion)in

total

industrialinvestments.

This

was

anchoredby

anew

AED36.7billion(us$10billion)chemical

cluster

byTA'z1zandAlpha

Dhabi

HoldinginA

IRu

waisIndustrial

city.

Thiswas

furtherreinforcedbyKEZADGroupformalizing

AED2.1billion(us$0.6

billion)through18newagreements

spanningvarious

sectors,andtheAbuDhabi

Investmentoffice(AD

IO)deployingAED1.5billionindirectsupportfornewandexpandedfactory

operations,includingtheestablishmentofROXMotorautomotivemanufacturingfacilitiesinkEZ

AD.The10,000sq

mfacilityhas

commencedoperations

in

sepmm26and

is

expected

to

becomeoneof

theMiddle

East's

first

advanced,

Al

enabledautomotivecenters,

targetingan

annual

production

capacity

of300,000vehicles

by2030.The

Hub

will

playa

crucial

role

byprovidingearly-stage

support

forsME

start

ups

while

enabling

establishedSMEsto

scalewithin

anintegratedindustrial

environment,

bri

dyingthe

gap

betweenincubator

sand

industrial

market

facilities.

99Mohamed

Alkhad

arAl

Ahmed

CEO,

KEZAD

GroupDecoupling

Risk:surge

in

capital

Flows&Investor

confidence9CBRE

RESEARCH

©2026CBRE,

INC.FIGURES

UAE

INDUSTRIAL

MARKET

REVIEW⃞2026GFH

Bank&OCTOManagementconsultanciesInJune,

GFH

BanksignedanMou

withocTO

Managementconsultanciestodevelop

aus$300million

l&L

platformacross

the

uAE

and

saudi

Arabia.GFHwillactasinvestmentmanager

anddevelopmentpartner,

with

the

platformfocusedon

largemmformatwarehousing,multi-letindustrial

assets,cold

storage

facilities

anddistributioncenters·Jafza

capitalcommitmentsJafza

secured

AED854million(us$232.5million)in

newtenant-ledinvestments

during

the

first

four

months

of2026.

over43%oftheselong

mmtermagreementswere

finalizedduringMarchandApril,

followingtheoutbreak

oftheregional

conflict.

Theseinvestments

werelinkedtoexpansionanddevelopment

commitments

across

sectorsincluding

manufacturing,logistics,healthcare,

foodproduction,vehicle

handlingand

heavy

equipment.GulftainerlsAlDhaid

Trade

corridorGulf

tai

nerhasunveiledplansfort

heAl

Dh

aidMulti

Modal

Tradecorridor,

a150

hectarelogistics

hubroughly5o

kmfromkhor

Fakkanport,

designedtoadd1.5million

TEusofannualcapacity

asan

inland

extension

oftheport.

Thedevelopmentis

designed

tointegratemaritime,road,

andfuture

Etihad

Railfreightnetworksinto

a

singlelogistics

ecosystemserving

theuAE

and

wider

GCC.By

strengtheningeastcoasttradeflows

and

reducingdependenceon

traditionalGulf

shippingroutes,

theprojectenhancesregional

supply

chain

resilience

while

creating

amajornewlogisticsnodelinkingkhorFakkan

port

toinland

manufacturing

anddistributioncenters.Arcapita&Hines

strategicAllianceArcapitaand

Hineshaveformedastrategicalliance

to

explore

jointinvestments

across

the

Gccindustrialandlogistics

sector.

Thispartnership

was

specificallyactivatedtoidentify

andacquirehighquality,defensively

positioned

and

future

proofed,incomemm

generating

industrialassets.Decoupling

Risk:surge

in

capital

Flows&Investor

confidence10CBRE

RESEARCH

©

2026CBRE,

INC.FIGURES

UAE

INDUSTRIAL

MARKET

REVIEW⃞2026Aureurn

Logistics

Development

inNIPAureum

announced

in

Augustmm26a30,000sqmGradeAlogisticsdevelopmentinN

IP,

withdeliveryscheduled

for2027.

Designedwithinstitutional-grade

specifications,technology-enabledinfrastructure

andsustainability

focused

features,

theprojectresponds

topersistentoccu

pierdemandformodernGradeAwarehousinganddistributionfacilities

across

Dubai'skeylogistics

corridors.Theseinvestmentannouncementsindicatethat

capital

deployment

decisions

areincreasinglybeingdrivenbylong

termstructuralthemesrather

than

short-termgeopoliticalevents.Manufacturinglocalization,supply

chaindiversification,

eastcoasttradeinfrastructure,Multi

mm

modal

transportintegration,

andinstitution

aliz

ationofthelogisticsrealestatesectorcontinue

toattractsubstantial

public

and

private

capital.

Asaresult,

the

uAE'sindustrialand

logisticsmarketappearsincreasinglydecoupledfrom

nearmmtermregional

volatility,

withinvestorsremainingfocused

onthecountry'slong-termroleasaregional

manufacturing,

distribution,

and

trade

gateway.Decoupling

Risk:surge

in

capital

Flows&Investor

confidence11CBRE

RESEARCH

©

2026CBRE,

INC.FIGURES

UAE

INDUSTRIAL

MARKET

REVIEW⃞2026Resilience

Amid

Headwinds:Market

performanceAbuDhabiAbuDhabi'SI&Lleasingmarketdemonstratedclearresilience

sinceMarmm26,with

performance

characterised

by

sustainedend

userdemandand

rising

FDI

intostrategic

areas.Market-wideQ32026averagerental

ratesreached509AED/sqm,representing

a6%expansion

year-on-year

(y-o-y)as

compared

toa

relatively

modest1.6%uptick

quarter-on-quarter(q-0-q).

This

annual

growthtrajectory

was

led

by

IC

AD,

which

rose10.8%y-o-yto460AED/sqm/annum.Followed

by

Al

Mark

az

at6.9%

y-o-y,reaching385AED/sqm/annum.TheMusaffah

areassawrentsincrease6.7%y-o-y,holding

a

modest

1.1%q-0-qat480AED/sq

m/annum.

Meanwhile,

the

premiumkEZA

DandA

buDhabi

AirportFree

zone(AD

AF

Z)maintainedsolidbaselines,logging

y-o-ygrowthof4.3%to600AED/sqm/annumand3.3%to620

AED/sq

m/annum,respectively.KEZ

AD's

warehousedemandand

leasingactivityhave

remai