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International supply disruption

Dubai Gold Supply Disrupted by War

Analysis based on 8 articles · First reported Mar 06, 2026 · Last updated Mar 07, 2026

Sentiment
-40
Attention
6
Articles
8
Market Impact
General
Live prominence charts, article sentiment distribution, and event development timeline available on the Ergen Dashboard

The ongoing conflict in the Middle East, particularly the actions by Iran, has severely disrupted Gold supply chains through United Arab Emirates — Dubai, leading to significant discounts on Gold in the region. This situation, coupled with soaring logistics costs for refiners like MMTC-PAMP, could lead to a longer-term tightness in physical Gold availability, especially for major consumers like India, if the conflict persists.

Precious metals Logistics Mining

The ongoing war in the Middle East, involving Iran, the United States, and Israel, has led to significant disruptions in the global Gold market. United Arab Emirates — Dubai, a crucial hub for Gold refining and export, is experiencing severe logistical challenges due to the partial closure of United Arab Emirates' airspace from Iranian missile barrages. This has grounded flights, making it difficult for suppliers to move bullion and leading traders in United Arab Emirates — Dubai to offer Gold at discounts of up to $30 an ounce to the global benchmark. Buyers are reluctant to pay high shipping and insurance costs, and many shipments remain stranded. While India, a major Gold consumer, currently has ample stock, prolonged disruptions could lead to problems. Refiners like MMTC-PAMP are also facing challenges in sourcing semi-refined Gold bars (doré) and have seen logistics costs increase by 60-70% since the war began.

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MMTC-PAMP, India's largest precious metals refinery, has experienced disruptions in sourcing doré from the Middle East and faces soaring logistics costs.
Importance 30.0 Sentiment -30.0
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Augmont Enterprises Ltd., a major Gold dealer in India, notes the short-term tightness in physical bullion availability due to delayed shipments from United Arab Emirates — Dubai.
Importance 20.0 Sentiment 0.0
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Samit Guha, CEO and MD of MMTC-PAMP, reported disruptions in doré supply and a 60-70% increase in logistics costs since the war began.
Importance 20.0 Sentiment -30.0
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Renisha Chainani, head of research at Augmont Enterprises Ltd., provided commentary on the short-term tightness in Gold availability in India.
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Metals Focus, a consultancy, provided insights into India's Gold demand and inventory levels amidst the supply disruptions.
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Chirag Sheth, principal consultant for South Asia at Metals Focus, commented on India's ability to wait out the Gold supply disruptions due to muted demand and high inventories.
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Gold related Israel
Gold related Iran
Israel enemies Iran Israel is engaged in direct military conflict with Iran, having launched extensive airstrikes targeting Iranian nuclear
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