Newsletter Archive

  REUTERS/Pilar Olivares The Dhow: October 20, 2025 ANALYSIS ECONOMY The UAE Adapts to Changes in the Global Trading System Robert Mogielnicki Participation in new country groupings offers the UAE additional avenues to navigate reconfigurations in global trade and reinforce economic partnerships. Oman’s Hydrogen Horizon: Linking Local Industry to Global Decarbonization John Calabrese  By linking...

  AP Photo/Alex Brandon The Dhow: October 14, 2025 FEATURED EVENT October 21, 2025, 4:00 – 6:00pm ET Book Launch: A Political Economy of Sovereign Wealth Funds in the Middle East and Asia On October 21, AGSI will host a discussion with Justin Alexander, Ehab Elsonbaty, and Rachel Ziemba, moderated by Robert Mogielnicki, on the...

  AP Photo/Alex Brandon The Dhow: October 6, 2025 ANALYSIS POLITICS AND GOVERNANCE An Apology and New Security Guarantees for Qatar Kristin Smith Diwan An apology from Israel’s prime minister – delivered under the watchful eye of President Trump in the Oval Office – and a written promise of a U.S. response if Qatar is...

  Saudi Press Agency/Handout via REUTERS The Dhow: September 29, 2025 ANALYSIS POLITICS AND GOVERNANCE Israel’s Attack on Qatar Forces a Gulf Strategic Realignment Hussein Ibish The GCC states now consider an attack on one to be an attack on all, and Saudi Arabia may be covered by a Pakistani rather than U.S. military umbrella....

  REUTERS/Mohammed Bimansour The Dhow: September 22, 2025 ANALYSIS SOCIETY The Camel in the Shadow of Vision 2030   Raphaël Le Magoariec   As Saudi Arabia seeks to reposition itself as a leading regional and global actor, its embrace of camel diplomacy reflects a sophisticated recalibration of tradition for modern ends.   The Russia-China Gas...

  REUTERS/Ibraheem Abu Mustafa The Dhow: September 15, 2025 ANALYSIS SECURITY Israel Strikes Hamas in Qatar AGSI outlines the wide implications of Israel’s attack targeting Hamas in Doha for the Gulf and U.S. policy in the region. This publication features analysis by Kristin Smith Diwan, Mohammed Baharoon, Hussein Ibish, Ambassador William Roebuck, and David B....

REUTERS/Hamad I Mohammed The Dhow: September 8, 2025 ANALYSIS Economy Saudi Fiscal Policy Amid Global Oil Market Uncertainty Tim Callen  Lower oil revenue is affecting the Saudi budget, but spending is beginning to adjust, which will help limit the impact on the fiscal deficit.   Geopolitical Pressures Dismantled Europe’s Iran Engagement   Giorgio Cafiero  ...

  REUTERS/Stephanie McGehee The Dhow: September 2, 2025 ANALYSIS Security Kuwait’s Naval Modernization Push Leonardo Jacopo Maria Mazzucco   Kuwait is working to ensure its naval forces can protect its economic interests, uphold its sovereignty, and contribute meaningfully to multilateral security initiatives.   Remembering as Resilience: Championing Palestinian Culture and Heritage in the Gulf Arab...

  AP Photo/Raad Adayleh The Dhow: August 25, 2025 ANALYSIS Politics and Governance Gulf States Want Nothing To Do With Netanyahu’s Arab Force Hussein Ibish Israeli Prime Minister Benjamin Netanyahu wants “Arab forces” to eventually take over in Gaza, but Gulf countries will never accept his terms.   The Taxman Cometh to the Gulf Robert...

  AP Photo/Jack Brook The Dhow: August 18, 2025 ANALYSIS Energy What Trump’s LNG Push Means for the Gulf States John Calabrese Gulf producers are adapting to global market changes and may even benefit from U.S. export growth by leveraging investments, strengthening diplomatic ties, and accelerating their own energy-transition agendas.   Financial Results Raise Questions...