Who Pumps the Oil… and Who Controls It? 

Iran’s announcement that “non-hostile vessels” will be allowed to pass through the Strait of Hormuz is the latest—and perhaps clearest—illustration of how oil has become a weapon of war. In a letter to the International Maritime Organization, Tehran framed the restriction of certain vessels as a lawful act of self-defense, explicitly linking access to the world’s most critical… Continue reading Who Pumps the Oil… and Who Controls It? 

GCC Air Defense Between Challenge and Transformation 

Troops from the Gulf Cooperation Council (GCC) countries participate in a joint military exercise titled "Integration 1" at the Udari range northwest of Kuwait City on December 6, 2023. (Photo by YASSER AL-ZAYYAT / AFP)

The Arab Gulf has entered a critical phase in which its security architecture is being actively reshaped. The expansion of the U.S.–Israeli confrontation with Iran, and the resulting spillover across the region, has moved the Gulf from a peripheral theater to a central arena of escalation. Cross-border attacks targeting vital infrastructure—using ballistic missiles such as… Continue reading GCC Air Defense Between Challenge and Transformation 

To Protect Its Strategic Interests, the Gulf Must Form a More Cohesive Bloc 

A plume of smoke rises after a reported Iranian strike on fuel tanks in Muharraq on March 12, 2026. Oil soared above $100 and stocks sank on March 12 as Iran's fresh attempts to hit supplies in the Middle East and threats to bring down the global economy overshadowed a record release of strategic crude by the International Energy Agency. Bahrain reported Iran had carried out an attack on fuel tanks in the country, while Saudi Arabia said it had intercepted drones headed to Shaybah oil field and drones struck fuel tanks at Oman's Salalah port, where operations were subsequently suspended. (Photo by Fadhel MADHAN / AFP) /

The gravity of war in the Middle East cannot be measured by the depth of depleted arsenals or the number of sorties that streak across its skies, but by the structural imbalances it exposes and the truths it lays bare—truths that have long been hidden behind facades of alliances, agreements, and hollow slogans.  The open confrontation unfolding today between the United States and Israel on one… Continue reading To Protect Its Strategic Interests, the Gulf Must Form a More Cohesive Bloc 

The Gulf’s Diplomatic Counterstrike at the UNSC 

NEW YORK, NEW YORK - MARCH 12: United Nations (UN) members vote at a Security Council meeting to consider sanctions on Iran following Wednesday’s UN resolution, which condemns Iran’s attacks on neighboring countries as the conflict in the Middle East intensifies. on March 12, 2026 in New York City. After Israel and the United States conducted a bombing campaign against the Iranian regime, Iran has responded with daily drone and missile attacks across the region, including locations with United States military forces, resulting in numerous casualties. Spencer Platt/Getty Images/AFP (Photo by SPENCER PLATT / GETTY IMAGES NORTH AMERICA / Getty Images via AFP)

There are no silver linings for the Gulf in the current war, where the human toll and economic disruption are front and center. Yet on the global diplomatic front, the Gulf states leveraged their investments and influence at the United Nations to deliver an historic outcome in support of their security. Bahrain presented Security Council resolution 2817 on behalf of the Gulf Cooperation Council (GCC) and Jordan, adopted… Continue reading The Gulf’s Diplomatic Counterstrike at the UNSC 

How the Gulf States Can Navigate the Middle East’s New Alliance Politics 

A Qatari man is walking past the flags of the Gulf Cooperation Council at the Sheraton Hotel in Doha, Qatar, on December 3, 2023, two days prior to the start of the GCC leaders' summit. (Photo by Noushad Thekkayil/NurPhoto) (Photo by Noushad Thekkayil / NurPhoto via AFP)

Alliance politics is returning to the Middle East in ways that recall earlier eras of regional competition, but with a far more complex geometry. Recent remarks by Israeli Prime Minister Benjamin Netanyahu suggesting that a broader network of alliances is emerging around Israel, linking partners such as India, Greece, and Cyprus alongside other regional actors, reflect a wider reconfiguration of regional alignments accelerated… Continue reading How the Gulf States Can Navigate the Middle East’s New Alliance Politics 

The Gulf Stability Model is Under Pressure 

A family sits against the backdrop of a dockyard off coast city of Fujairah, in the Strait of Hormuz in the northern Emirate on February 25, 2026. (Photo by Giuseppe CACACE / AFP)

As the war between the United States, Israel and Iran enters its third week, its consequences are continuing to spread well beyond the battlefield. Missile strikes have hit critical infrastructure across the Gulf, while threats against commercial shipping have effectively shut down normal maritime traffic through the Strait of Hormuz for the first time since the latter part of the Iran-Iraq War in the 1980s. The commodity pricing agency S&P Global Platts has already suspended… Continue reading The Gulf Stability Model is Under Pressure 

Six, or One Bloc of Six? 

A handout picture released by the press office of the Emir of Kuwait Diwan shows a general view of the 45th Gulf Cooperation Council meeting in Kuwait City of December 1, 2024. (Photo by EMIR OF KUWAIT DIWAN / AFP) / == RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT "AFP PHOTO / HO / EMIR OF KUWAIT DIWAN" - NO MARKETING NO ADVERTISING CAMPAIGNS - DISTRIBUTED AS A SERVICE TO CLIENTS ==

At first glance, readers might wonder about the meaning of this title and its implications. However, the answer will become clear in the lines that follow, which aim to provide an interpretation that clarifies the title’s significance. As the US–Israeli war against Iran passes its sixteenth day, and despite the uncertainty around its end, it… Continue reading Six, or One Bloc of Six? 

Water Must Not Become A Target in the Region’s Wars 

In this picture taken on March 30, 2023, Mohamed Ali al-Qahtani (L), Phase General Manager at the Ras al-Khair water desalination plant, owned by the Saudi government's Saline Water Conversion Corporation, speaks with an employee at the facility in Ras al-Khair along the Gulf coast in eastern Saudi Arabia. (Photo by Fayez Nureldine / AFP)

In the arid lands of the Arab Gulf, water is often said to be more precious than oil. Over the past half-century, oil revenues have driven rapid population expansion and the construction of modern metropolises. However, freshwater resources are limited, requiring Gulf states to increasingly rely on desalination to survive and thrive. The primacy and scarcity of water have… Continue reading Water Must Not Become A Target in the Region’s Wars 

How Gulf Defense Capabilities Are Preventing Further Escalation with Iran 

A Mirage 2000 (C) and two F15 fly during a military parade to mark Qatar's national day celebration, on December 18, 2018 in Doha. (Photo by KARIM JAAFAR / AFP)

The joint U.S.–Israeli strikes against Iran that began February 28—culminating in the killing of Supreme Leader Ali Khamenei—sent shockwaves through the Middle East and immediately raised fears of a wider regional war. Within hours, those fears appeared justified. Tehran retaliated not only against the United States and Israel but broadened its battlefield to include the… Continue reading How Gulf Defense Capabilities Are Preventing Further Escalation with Iran 

How the War in Iran Is Shaping Gulf Collective Consciousness 

Pieces of missiles and drones recovered after Iran’s strikes are displayed during a press briefing by the UAE government held in Abu Dhabi on March 3, 2026. Iran stepped up its attacks on economic targets and US missions across the Middle East on March 3, as the US president warned it was "too late" for the Islamic republic to seek talks to escape the war. As drones and missiles crashed into oil facilities and US embassies in the Gulf, Washington's ally Israel bombarded targets in Iran and pushed troops deeper into Lebanon to battle the Tehran-backed militia Hezbollah. (Photo by Ryan Lim / AFP)

The Israeli-U.S. war on Iran has thrown Gulf societies into a complex state of anxiety and emotional vigilance. This reaction is not merely a response to rapid military developments. It reflects a mindset shaped over decades by historical experience and repeated security crises. As regional tensions escalate and threaten the Gulf’s vital interests, public sentiment… Continue reading How the War in Iran Is Shaping Gulf Collective Consciousness 

The Costs of the Iran Conflict for the Gulf

Middle East, United Arab Emirates, Dubai. Jebel Ali Public Beach. In the background, the cranes of the Jebel Ali port (Photo by Philippe TURPIN / Photononstop via AFP)

In short order, the U.S.-Israeli war against Iran has expanded across the region, with Gulf states bearing the brunt of Tehran’s retaliatory campaign aimed at dispersing the costs of the war and pressuring Washington to halt its offensive. This has included targeting energy infrastructure, shipping routes and aviation networks, threatening not only regional stability but… Continue reading The Costs of the Iran Conflict for the Gulf

As Europe Adjusts to Life Without U.S. Security Umbrella, Lessons for GCC Abound 

European Union High Representative for Foreign Affairs and Security Policy Josep Borrell observes during the press conference of the EU - Gulf Cooperation Council (GCC) summit in Brussels, Belgium, on October 16, 2024. (Photo by Jonathan Raa/NurPhoto) (Photo by Jonathan Raa / NurPhoto / NurPhoto via AFP)

The Trump administration’s decision in early 2025 to suspend military aid to Ukraine—resuming it only after Kyiv agreed to negotiate with Moscow in March—marks a turning point in transatlantic security. It has forced Europe to reassess its strategic posture amid a conflict that began with Russia’s 2014 annexation of Crimea and escalated into a full-scale… Continue reading As Europe Adjusts to Life Without U.S. Security Umbrella, Lessons for GCC Abound 

Trump is back. Should Gulf States accelerate decoupling from the U.S.?

RIYADH, SAUDI ARABIA - FEBRUARY 17: (----EDITORIAL USE ONLY - MANDATORY CREDIT - 'SAUDI ARABIA FOREIGN MINISTRY / HANDOUT' - NO MARKETING NO ADVERTISING CAMPAIGNS - DISTRIBUTED AS A SERVICE TO CLIENTS----) US Secretary of State Marco Antonio Rubio (L) meets with Saudi Foreign Minister Faisal bin Farhan Al Saud (R) in Riyadh, Saudi Arabia on February 17, 2025. Saudi Arabia Foreign Ministry / Handout / Anadolu (Photo by Saudi Arabia Foreign Ministry / / ANADOLU / Anadolu via AFP)

Eight weeks into the second Trump presidency, the world’s governments—including those in the Gulf—are still trying to make sense of the chaos in Washington. Domestic politics aside, the new administration’s economic policies have sparked fears of a “Trumpcession” amid an escalating trade war and a falling dollar and stock market. Both consumer and business confidence… Continue reading Trump is back. Should Gulf States accelerate decoupling from the U.S.?

In Multipolar World, Japan and GCC Should Develop Strategic Ties

Japan's Foreign Minister Yoshimasa Hayashi (R) and Saudi Foreign Minister Prince Faisal bin Farhan pose before attending a meeting at the Iikura Guest House in Tokyo on July 19, 2022. (Photo by Kazuhiro NOGI / AFP)

In December, the Gulf Cooperation Council and Japan concluded their first round of discussions on a free trade agreement (FTA). History suggests this was the start of a process that may take years, if not decades—reaching an FTA between the GCC and South Korea took 15 years, with many bumps along the way. Nevertheless, this… Continue reading In Multipolar World, Japan and GCC Should Develop Strategic Ties

Why Trump’s Presidency Could Mean Closer EU-GCC Ties 

President of the European Commission Ursula von der Leyen (L) and European Council President Charles Michel (R) greet Saudi Crown Prince Mohammed bin Salman as he arrives to attend a EU - Gulf Cooperation Council (GCC) summit in Brussels on October 16, 2024. - Avoiding a "general conflagration" in the Middle East will be top of the agenda when European Union and leaders of countries from the Gulf Cooperation Council (GCC), which brings together Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and the United Arab Emirates, meet in Brussels on October 16, 2024. (Photo by JOHANNA GERON / POOL / AFP)

The arrival of Donald Trump for a second term in the White House raises critical questions for the Middle East. Trump took office just days after a ceasefire deal aimed at ending a catastrophic 15-month war between Israel and Hamas, which had come close to dragging the region into an all-out conflagration. Now the president… Continue reading Why Trump’s Presidency Could Mean Closer EU-GCC Ties 

MENA Outlook for 2025

With the December collapse of the Assad regime in Syria, 2024 came to a close in a dramatic and region-altering fashion. This, along with the numerous other major trend lines and points of conflict, likely makes 2025 a year that will be significant in reshaping the region’s future. Looking forward to what may be coming,… Continue reading MENA Outlook for 2025

Regional Economy Faces Plenty of Challenges—and Reasons for Hope—in 2025

Traders observe the stock market at Qatar Stock Exchange (QSE) during the official listing ceremony for Meeza QSTP LLC (Public) at the Qatar Stock Exchange in Doha, Qatar on 23 August 2023 (Photo by Noushad Thekkayil/NurPhoto) (Photo by Noushad Thekkayil / NurPhoto / NurPhoto via AFP)

Despite the turmoil rocking the Middle East and North Africa (MENA), there may be some glimmers of hope for the region’s economies in 2025. The World Bank and the International Monetary Fund (IMF) are both projecting an uptick in growth in most MENA economies. However, structural challenges, political instability, and geopolitical tensions will continue to… Continue reading Regional Economy Faces Plenty of Challenges—and Reasons for Hope—in 2025

Trump 2.0 and the Gulf’s Strategic Future

US President Donald Trump and Saudi Arabia's Crown Prince Mohammed Bin Salman (R) arrive for a meeting on "World Economy" at the G20 Summit in Osaka on June 28, 2019. (Photo by Eliot BLONDET / POOL / AFP)

President-elect Donald Trump’s first term in office reshaped U.S.-Gulf relations. His approach focused on cultivating personal bonds with leaders of Gulf Cooperation Council (GCC), signing massive arms deals, and for the most part not touching human rights issues. Gulf statesmen mostly welcomed this approach, which provided immediate defense assurances without challenging their sovereignty. However, with… Continue reading Trump 2.0 and the Gulf’s Strategic Future

Efforts To Restore Bahrain-Iran Ties Gather Momentum

On October 21, Iran’s Foreign Minister Abbas Araghchi visited Manama and met with King Hamad bin Isa Al Khalifa, marking a significant turning point in Iran-Bahrain relations that have been severed since 2016. This visit—the first by an Iranian foreign minister to Bahrain since 2010—took place amid an escalating military confrontation between Iran and Israel. While Bahrain… Continue reading Efforts To Restore Bahrain-Iran Ties Gather Momentum

Adapting the Women, Peace and Security Agenda to the Arab World

When United Nations Security Council (UNSC) resolution 1325 on Women, Peace and Security (WPS) was adopted on October 31, 2000, it marked an unprecedented commitment by the international community to regard women as integral partners in peace processes. The WPS “agenda,” as it came to be known, encompasses ten UNSC resolutions that recognize the devastating… Continue reading Adapting the Women, Peace and Security Agenda to the Arab World

Trump Redux Could Bring in the Law of Unintended Consequences

JOHNSTOWN, PENNSYLVANIA - AUGUST 30: Republican presidential nominee, former U.S. President Donald Trump takes the stage during a campaign rally in the 1st Summit Arena at the Cambria County War Memorial on August 30, 2024 in Johnstown, Pennsylvania. Promising to cut energy bills in half, conduct the largest deportation operation in history and put a 200% tariff on foreign made automobiles, Trump rallied his supporters in the all-important battleground state of Pennsylvania. Chip Somodevilla/Getty Images/AFP (Photo by CHIP SOMODEVILLA / GETTY IMAGES NORTH AMERICA / Getty Images via AFP)

One hundred days ahead of elections in November, former U.S. president Donald Trump is polling strongly despite the emergence of Vice President Kamala Harris as the Democrat candidate. What would the implications be for us in the Gulf and around the world of a Trump presidency redux?   From public statements and his record in the… Continue reading Trump Redux Could Bring in the Law of Unintended Consequences

Gaza War Creates Dilemmas for Bahrain’s Leadership

People gather holding signs that read, 'flood Jerusalem' they protest in front of the Palestine Embassy in Manama on October 13, 2023, as thousands of protesters poured onto the streets of several Middle East capitals Friday in support of Palestinians amid Israeli air strikes on Gaza in reprisal for a surprise Hamas attack. Thousands of people, both Israeli and Palestinians have died since October 7, 2023, after Palestinian Hamas militants entered Israel in a surprise attack leading Israel to declare war on Hamas in the Gaza Strip on October 8. (Photo by Mazen Mahdi / AFP)

Four years ago this month, Bahrain joined its ally the United Arab Emirates (UAE) in formalizing diplomatic relations with Israel. After signing the Abraham Accords at the White House on September 15, 2020, Bahrain and Israel opened embassies, signed numerous bilateral agreements, established business contacts and launched direct commercial travel. Yet Bahrain, like other Arab… Continue reading Gaza War Creates Dilemmas for Bahrain’s Leadership

Economic Diversification is the GCC’s Top Priority

An undated handout picture released by KNPC, a subsidiary of the Kuwait Petroleum Corporation on November 11, 2020, shows the Crude Distillation Unit at the Mina Abdullah Refinery in the Fahaheel district some 35 kilometres south of Kuwait City. (Photo by KNPC / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT "AFP PHOTO / KNPC" - NO MARKETING - NO ADVERTISING CAMPAIGNS - DISTRIBUTED AS A SERVICE TO CLIENTS

It is a paradoxical truth that nations highly dependent on natural resources tend to be poor economic performers.   Such countries are exposed to ongoing adverse shocks, including price jolts, volatile demand and supply, and natural disasters. These factors can stir up macroeconomic instability and higher economic risks – otherwise known as the “natural resource curse”.   … Continue reading Economic Diversification is the GCC’s Top Priority

Iran-Israel Tensions Emerge from the Shadows – Council Views

TEHRAN, IRAN - APRIL 14: A new wall mural is displayed at Palestine Square picturing Iran's attack on Israel in Tehran, Iran on April 14, 2024. Haydar Sahin / Anadolu (Photo by Haydar Sahin / ANADOLU / Anadolu via AFP)

On April 13, Iran attacked Israel directly for the first time in its history, retaliating for Israel’s killing of three top Iranian commanders in Damascus on April 1. Israel has since responded with a limited strike, and the United States and its allies imposed expanded sanctions on Iran. Middle East Council scholars examine the implications… Continue reading Iran-Israel Tensions Emerge from the Shadows – Council Views

GCC can emerge as ‘Middle Powers’ in second Cold War

Russian Foreign Minister Sergei Lavrov leaves with his counterparts of the Gulf Cooperation Council (GCC) member states and the GCC secretary general after posing for a family photo prior to their meeting in Moscow on July 10, 2023. (Photo by NATALIA KOLESNIKOVA / POOL / AFP)

We are living in a second Cold War. A multipolar world is evolving as governments adopt policies that are leading to increased economic and financial fragmentation.  Trade, foreign direct investment, and financial flows are increasingly encumbered by regulatory and legal restrictions.   The number of global trade restrictions introduced each year has nearly tripled since… Continue reading GCC can emerge as ‘Middle Powers’ in second Cold War

Necessity Will Drive Gulf States to Cooperate on Climate Change

Pedestrians cross a road amidst a severe dust storm in Kuwait City on May 23, 2022. (Photo by Yasser Al-Zayyat / AFP)

The impacts of climate change are becoming starkly visible in the Gulf. Already one of the driest, hottest parts of the world, the region is heating up at a rate twice as fast as the global average. Accordingly, Gulf governments are beginning to realize that ad hoc or unilateral strategies are not sufficient to tackle… Continue reading Necessity Will Drive Gulf States to Cooperate on Climate Change

Will COP28 Accelerate Climate Action in the Gulf and Beyond?

A woman walks in an empty conference room ahead of the COP28 United Nations climate summit in Dubai on November 28, 2023. - The UN chief urged world leaders to take decisive action to tackle ever-worsening climate change when they gather at the COP28 summit in Dubai starting this week. (Photo by Giuseppe CACACE / AFP)

The states of the Gulf Cooperation Council (GCC) have been pivotal to the global economy for decades, accounting for around 30 percent of confirmed petroleum reserves worldwide and 20 percent of total natural gas reserves. Yet as the effects of climate change intensify and global climate policies impact the bottom line for hydrocarbon exporters, those… Continue reading Will COP28 Accelerate Climate Action in the Gulf and Beyond?

Gulf Normalization Under Strain as Israel Pounds Gaza 

MANAMA, BAHRAIN - OCTOBER 13: People attend a rally to express their solidarity with Palestinians and protest Israeli airstrikes on Gaza in the capital Manama, Bahrain on October 13, 2023. Ayman Yaqoob / Anadolu (Photo by Ayman Yaqoob / ANADOLU / Anadolu via AFP)

Since an unprecedented conflict flared between Israel and Hamas on October 7, the Arab Gulf states have been working to de-escalate and prevent the crisis from sparking a catastrophic regional war dragging in Iranian allies such as Hezbollah in Lebanon, armed groups in Syria and Houthi rebels in Yemen.  Yet while the GCC states agree… Continue reading Gulf Normalization Under Strain as Israel Pounds Gaza 

MENA States’ Assertive Approach in the Era of Emerging Multipolarity

CAPE TOWN, SOUTH AFRICA - JUNE 02: (----EDITORIAL USE ONLY – MANDATORY CREDIT - 'BRICS / HANDOUT' - NO MARKETING NO ADVERTISING CAMPAIGNS - DISTRIBUTED AS A SERVICE TO CLIENTS----) Saudi Foreign Minister Faisal bin Farhanbir (R) attends the "BRICS Foreign Ministers Meeting" in Cape Town, South Africa on June 2, 2023. Brazilian Foreign Minister Mauro Vieira, Russian Foreign Minister Sergey Lavrov, Indian Foreign Minister Subrahmanyam Jaishankar, Saudi Arabian Foreign Minister Faisal bin Farhanbir, United Arab Emirates (UAE) Minister of Foreign Affairs and International Cooperation Sheikh Abdullah bin Zayed Al Nahyan and Iranian Foreign Minister Hossein Amir Abdullahiyan also attend the meeting was hosted by South African Minister of International Relations and Cooperation Naledi Pandor. BRICS / Handout / Anadolu Agency (Photo by BRICS / Handout / ANADOLU AGENCY / Anadolu Agency via AFP)

As American dominance of the Middle East and North Africa wanes and other world powers step up their efforts to win friends and influence there, long-time U.S. allies are becoming more assertive towards Washington and recalibrating their other ties to better secure their own interests.   The growing U.S.-China strategic rivalry will profoundly impact the region… Continue reading MENA States’ Assertive Approach in the Era of Emerging Multipolarity

Can Iraq’s New PM Chart a Different Relationship with the Gulf?

Iraq's Prime Minister Mohammed Shia al-Sudani along with French President Emmanuel Macron, Jordan's King Abdullah II, Egypt's President Abdel Fattah al-Sisi, Jordan's Crown Prince Hussein, Qatar's Foreign Minister and Deputy Prime Minister Sheikh Mohammed bin Abdulrahman Al-Thani and other Gulf leaders stand for a photograph at the second Baghdad Conference for Cooperation and Partnership, at the Dead Sea, Jordan December 20, 2022. REUTERS/Alaa Al Sukhni

Iraq’s new government is hoping that an influx of investment from its Gulf neighbors can breathe life into its economy and diversify its regional relationships after years of being so close to Iran. But such efforts are likely to face stiff opposition from Tehran and its proxies, who have expanded and consolidated their influence since… Continue reading Can Iraq’s New PM Chart a Different Relationship with the Gulf?

China’s Xi travels to Saudi Arabia as Asia-GCC relations reach new heights 

Chinese President Xi Jinping arrives in Riyadh, Saudi Arabia, December 7, 2022. Saudi Press Agency/Handout via REUTERS

The arrival of Chinese President Xi Jinping in Saudi Arabia marks an important moment in the historical relationship between the two countries and their respective regions. While the United States has recently been eager to drive a wedge between its partners in the Persian Gulf and its rival to the East, heads of state from… Continue reading China’s Xi travels to Saudi Arabia as Asia-GCC relations reach new heights 

Twenty Years of Governance Reform: What’s Next for the MENA Region?

In 2002, the United Nations Development Program (UNDP) produced a remarkable and far-reaching document titled the Arab Human Development Report. Written largely by Arab authors, the report mobilized a wealth of data to argue persuasively that the lack of socio-economic development within the Arab region is the product of three fundamental deficits in freedom, knowledge,… Continue reading Twenty Years of Governance Reform: What’s Next for the MENA Region?