Trump focuses on the most east with oil, weapons and nuclear ambitions.

Dubai, Arabian Emirates – the US President Donald Trump will be in the Persian Golf region on May 13 – or as he soon calls it, for an official trip with stops in Saudi Arabia, Qatar and the United Arab Emirates.

The operations are high because the visits take place in the middle of turbulent geopolitical tensions. The agenda includes the ceasefire talks of Israel Gaza War, oil, trade, investment transactions and the potential for new political developments in the areas of advanced semiconductor exports and nuclear programs.

“We expect a lot of announcements. And I also think in a wide range of areas,” said Monica Malik, chief economist at the Commercial Bank of Abu Dhabi, opposite Dan Murphy from CNBC on Friday. She noticed the potential removal of Trump's 10% tariffs for aluminum and steel, which would be positive for the golf states, since some of them export this metals to the USA, although they only make up a small percentage of the countries BDPS.

Trump has long had a warm relationship with the Arab Gulf States, especially the VAE and Saudi Arabia, where his children have several business activities and planned real estate projects. These relationships could strengthen the hands of the countries when it comes to negotiating new trade agreements – and at the same time the concerns of critics about potential conflicts of interest and accusations that the Trump family rejects to raise concerns.

During the first term of office of the President, his first trip abroad to Saudi Arabia-a country, which is now organizing the negotiations that Trump hopes that the Russia Ukraine War will make the Kingdom for Washington more and more important. Qatar has now played a central role in the negotiations between Israel and Hamas about ceasefire and hostage publications.

The presidential visit draws several Wall Street and Silicon Valley Titans to the Saudi Kingdom. A Saudi-US investment forum that will only be announced this week and will take place in Riad on May 13th CitigroupIBM, QualcommPresent alphabetAnd Franklin Templeton, among other things. AI and Krypto -zar David Sacks will also be present.

“We also expect many investment transactions to be announced,” said Malik. “And in both directions we have already seen the VAE announced a number of investments in the United States in areas such as AI, energy, aluminum, but we also believe that we have opportunities for US companies to increase investments.”

Both Saudi Arabia and the United Arab Emirates have strongly invested in the AI ​​infrastructure to become global hubs for technology. Therefore, it is probably the future of the US semiconductor exports, from which you have so far no longer received access to national security concerns. But that could change soon.

The Trump administration announced its plan on Wednesday to lift a bidding era “AI diffusion rule”, the advanced AI chips strict export controls, even for US-friendly nations. The rule is “replaced a much simpler rule, unleashed American innovation and ensures the American AI dominance,” said a spokesman for the US trade department on Wednesday, although the details of the new rule have not yet been shared.

The state AI company of the United Arab Emirates G42 has tried to adapt to US regulations, including the sale of Chinese companies and the partnership MicrosoftWhich invested 1.5 billion US dollars in G42 last year.

The Trump administration has actively talked to Iran about its nuclear program -discussions for which the United Arab Emirates and Saudi Arabia have expressed support. This enthusiasm is a strong contrast to the attitudes of these countries to US US circumstances with Tehran in the Obama years.

At the same time, Saudi Arabia wants its own civil nuclear program and asked the United States for permits and support in this direction. Every US support for a Saudi nuclear program previously held from Saudi Arabia, which normalized diplomatic relationships with US allies -but that could change during this visit, according to media reports, which cite the sources with knowledge of the matter.

The US Minister Chris Wright, during a visit to the kingdom in April, said that Saudi -Arabia and the USA were on a “way” to become a civilian nuclear agreement -that further announcements from Trump would come.

Another important topic will be the future of the Gaza Strip. Trump swore to bring the war to put an end while he contradicts that the United States could take control of the strip characterized by the war, which he described as “important real estate”, comments that Arab state and government heads pulled strong Rükchen.

The United States has continued to urge ceasefire transactions, most recently a 21-day attitude of hostility and the publication of some hostages, while Israel approved the expansion of fighting and territorial control in Gaza this week.

“We still have no comprehensive plan from the Arab world,” said Greg Branch, founder of the branches based in the VAE, to CNBC on Friday when he discussed Trump's upcoming visit.

“When we see an answer led by Arab, it is probably now or never now,” said Branch. “I think that is handled very fine behind the scenes … Probably a long-term geopolitical risk than any immediate macro risk.”

Branch suggested that the cancellation of US sanctions against Syria could also be discussed as part of its new government. In the meantime, it is reported that the Trump government enthusiastically welcomes a renaming of the Persian golf to the Arabic golf in the USA of Arab countries, but could take a severe trouble from Iran in a time of Delicatical Nuclear Negotiations.

The focus will also be on oil prices; Trump has long caused the OPEC countries, which were led by Saudi Arabia, to reduce more oil to reduce prices for American consumers. From a combination of reasons, Saudi Arabia does exactly – but it may have to change the course in the coming months if the prices are steamed and impair the income of the kingdom.

In this sense, according to ADCBS Malik, financing will be an important agenda for the kingdom during the visit to Trump.

Saudi Arabia promised in November, in the course of Trump's tenure of $ 600 billion in the United States in the United States-but also Himmel-Hohe costs for its own vision 2030 Investment ambitions. Lower global oil prices and public expenditure projects with big ticket have expanded the budget deficits for Riyadh.

“With the oil prices on which they are, Saudi will check more financing support from America and they are trying to find their investment program,” said Malik.