Newsletter Archive

AP Photo/ Fatima Shbair The Dhow: March 16, 2026 FEATURED PROGRAM Investing Through Uncertainty: Capital, Technology, and the Future of Gulf Markets March 17, 2026 |10:00 – 11:00am ET | In Person On March 17, AGSI will host a discussion with Bilal Baloch, a partner at Shorooq, on Gulf economic advancement agendas, moderated by Robert Mogielnicki....

AP Photo/Vahid Salemi The Dhow: March 9, 2026 ANALYSIS POLITICS & GOVERNANCE Under Mojtaba, the IRGC Will Reign Supreme Ali Alfoneh Iran may still call itself an Islamic Republic. In practice, however, it increasingly resembles a state in which the military governs from behind clerical robes. Markets Respond to the Iran Conflict Robert Mogielnicki The...

AP Photo/Vahid Salemi The Dhow: March 2, 2026 ANALYSIS SECURITY Iran War: Gulf Unity, Economic Shocks, and Regime Scenarios Kristin Smith Diwan, David B. Roberts, Robert Mogielnicki, Mohammed Baharoon, Sara Bazoobandi, and Aziz Alghashian After a massive U.S.-Israeli campaign against Iran, AGSI explores scenarios for the future of Iran and implications for broader Gulf security. Having...

WAM NEWS AGENCY/Handout via REUTERS The Dhow: February 23, 2026 ANALYSIS POLITICS & GOVERNANCE Hearing Them Softly: Emirati Discourse Management Works the Rift Amb. William Roebuck To respond to harsh Saudi criticisms, the Emiratis have sought to reframe, deflect, and calibrate, avoiding escalation while also benefitting from powerful advocates, including Senator Lindsey Graham. Oman Sets...

Image courtesy of Etlaq The Dhow: February 17, 2026 ANALYSIS ECONOMY Oman’s Space Ambitions: A Pragmatic Gulf Model Raymond E. Karam Oman is positioning itself as a future regional hub for space applications and innovation and a host, regulator, and service provider embedded within the global space economy. The Gulf’s Green Rush: Financing the Future,...

Abdulla Al Bedwawi/UAE Presidential Court/Handout The Dhow: February 9, 2026 ANALYSIS POLITICS AND GOVERNANCE The Saudi-UAE Rift: Taking the Measure of the Gulf That Separates and Unites Them Ambassador William Roebuck Disputes in the Gulf tend to be structurally constrained by dense interdependence, established patterns of dispute management, and various shades of elite empathy among...

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REUTERS/Ahmed Saad The Dhow: February 2, 2026 ANALYSIS POLITICS AND GOVERNANCE Iraq’s Post-Election Impasse: Sovereignty, Power, and the Impact of External Vetoes Abbas Kadhim The government-formation crisis is a test of whether Iraq can assert genuine sovereignty in a system still shaped by foreign influence, factional vetoes, and constitutional loopholes. A Tentative Trust: What the...

AP Photo/Markus Schreiber The Dhow: January 26, 2026 ANALYSIS POLITICS & GOVERNANCE Gulf States on the Frontline of U.S.-Iran Volatility Kristian Coates Ulrichsen From a Gulf perspective, red lines keep being crossed, and the guardrails for avoiding entanglement in conflict prove unsatisfactory. How the UAE Became Serbia’s Most Important Arab Partner Giorgio Cafiero Through its...

AP Photo/Vahid Salemi The Dhow: January 20, 2026 ANALYSIS SOCIETY The Architecture of Iran’s Digital Repression Sara Bazoobandi The Iranian regime’s internet censorship and shutdowns function as comprehensive weapons of political warfare, designed to isolate, demoralize, and ultimately suppress dissent. Should Saudi Policymakers Be Concerned About Rising Unemployment? Tim Callen The recent increase in the...