The Arab Gulf region stands at a pivotal moment. After more than five decades of economic planning largely shaped by imported models, external expertise, and prescribed solutions, the Gulf Cooperation Council (GCC) countries are moving into a new phase, one that calls for locally driven economic thinking, greater regional self-reliance, and the confidence to forge an independent path.… Continue reading Why the Gulf Must Build Its Own Economic Playbook
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?
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
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
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
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
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
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?
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
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
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
In the months following Israel’s overwhelmingly disproportionate response to the October 7 attacks, diplomats and international observers repeatedly warned that the war risked expanding beyond Gaza and destabilizing the wider region. Governments and international organizations cautioned that unless the violence was halted, it would inevitably spill across borders and draw neighboring states into confrontation. Israel’s… Continue reading Avoiding War with Iran Is the Gulf’s Only Winning Move
The Iranian leadership made two major strategic mistakes. The first was failing to seize the opportunity to reach an agreement with the United States while the window for negotiations was still open — a step that could have spared the region further tension and instability. The second mistake was targeting the Gulf states, which had… Continue reading Iran’s Regional Gamble and Its Implications for the Future of Gulf Security
The Trump administration’s trade policy has become a prominent source of global economic anxiety. Over the past year, the administration has turned tariffs and trade threats into blunt transactional instruments of foreign policy, demanding allies purchase more U.S. commodities—especially liquified natural gas (LNG)—in exchange for market access and political favor. What Washington calls “rebalancing,” many… Continue reading Qatar Emerges as an LNG Hedge Against Trade Policy Instability in the U.S.
As tensions rise between the United States and Iran, international attention has once again turned toward the Gulf. From maritime security incidents in and around the Strait of Hormuz, to renewed sanctions and nuclear threats, this rising escalation between the two actors exposes the region’s fragility. The Gulf is central to global energy flows… Continue reading Between War and Dialogue: Can a U.S.–Iran Confrontation Be Prevented?
In June 2025, Oman took a step that no Gulf monarchy had attempted before: announcing plans for direct taxation starting in 2028. At 5 percent on earnings above 42,000 OMR (~$109,000)—roughly the top 1 percent of earners—the financial returns will be modest. The signal, however, is not. By introducing a narrowly targeted personal income tax… Continue reading Small Tax, Big Bargain: Oman Tests Its Rentier Contract
The rise of “Trumponomics” has sharply heightened global trade tensions, economic uncertainty and market volatility. It is no overstatement to say that the U.S. administration’s erratic tariffs and policies risk the dissolution of the “rules-based order” established by the U.S. and the West after the second world war, severely eroding America’s global credibility and geopolitical… Continue reading Trumponomics, Tariffs and the Global Flight From the U.S.
By any standard of the American presidency, the first 100 days of Donald Trump’s second term have been eventful, to say the least. From the dismantling of government institutions to the imposition of protectionist trade policies to the launching of negotiations with Iran and Russia, the implications of Trump’s early agenda have been far reaching… Continue reading The First 100 Days: Trump’s Middle East Policy Revisited
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
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 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
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
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
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
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
The Saudi-Iranian renormalization agreement of March 2023 was a watershed in modern Middle Eastern diplomacy. Yet while China received much of the credit for the reconciliation, which cooled the flames of one of the region’s most tense rivalries, the previous two years of heavy lifting had largely been the work of Iraq and the Sultanate… Continue reading Oman’s Quiet Role in Calming Regional Tensions
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
We at Afkār are delighted to announce that we have reached a new milestone, our 100th post! To mark the occasion, we have recorded and transcribed a special interview with the Director of the Middle East Council on Global Affairs, Tarik M. Yousef. The in-depth interview was conducted by our editor, Omar H. Rahman, and… Continue reading The Middle East in the Wake of October 7: Interview with Tarik M. Yousef Marking 100 Afkār Posts
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
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
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
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?
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
A diplomatic agreement between Saudi Arabia and Iran has raised hopes that it could lead to a peace agreement in Yemen, where war has raged with the help of both parties for over eight years. Over the past week, Houthi officials have been holding peace talks in Sanaa with a delegation led by Saudi Ambassador… Continue reading Saudi-Iran Rapprochement Unlikely to Bring Lasting Peace to Yemen
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?
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