UAE's Strategic Energy Vision: Beyond Oil in Hormuz

May 20, 2026

70 min

May 20, 2026 23:30

Hormuz is not just an oil story: New investment, AI, freedom of navigation key to building resilient energy system — Sultan Al Jaber

## Strategic Energy Initiatives

Dr. Sultan bin Ahmed Al Jaber, the UAE's Minister of Industry and Advanced Technology, emphasized the need for renewed investment in infrastructure and freedom of navigation through the Strait of Hormuz to enhance global energy resilience. Speaking at the Atlantic Council, he highlighted the UAE's commitment to diversifying its energy strategy beyond oil.

## Infrastructure and Investment

The UAE is advancing a significant infrastructure project, including a second pipeline to double export capacity through Fujairah Port, bypassing the Strait of Hormuz. This move is part of a broader $150 billion capital expenditure program by ADNOC to strengthen operations and meet global energy demands.

## Diversification and AI

Dr. Al Jaber noted the importance of diversifying investments beyond energy into AI infrastructure, data centers, and advanced manufacturing. He stressed that AI's energy demands are increasing, making reliable energy sources crucial for future competitiveness.

## Global Partnerships

The UAE's strategic partnership with the US remains vital, with over $1 trillion invested in the US economy. This collaboration spans technology, energy, and defense, reinforcing the UAE's role as a co-investor in the global economy.

## Resilience and Security

Recent conflicts have underscored the fragility of supply chains, prompting the UAE to focus on resilience. Dr. Al Jaber highlighted the need for robust infrastructure and strategic storage to withstand future shocks, emphasizing that resilience is built through proactive investment and partnerships.

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