Analysis
View AllSaudi Economic Outlook Positive If U.S.-Iran Deal Holds
If the memorandum of understanding between the United States and Iran holds, the Saudi economy will grow strongly in the second half of 2026 and into 2027.
Will “Hormuz” be the American “Suez”?
The Trump administration has positioned the United States at a crossroads between a new regime of containment against Iran or a historic drawdown of U.S. influence in the Gulf and broader Middle East.
A Multipolar Foreign Policy: The Houthi Bid for International Recognition
The Houthi movement is looking to Moscow and Beijing for the international standing Washington denies it.
The Landlord Question: What Petro-Compute Actually Buys Saudi Arabia
Saudi Arabia is eyeing the growth of a sovereign compute exchange model that, like OPEC for crude, would let it shape and stabilize long-term compute costs.
Jun 18, 2026
Regime Surveys Show Erosion of Social Capital
The June 18 edition of the Iran Media Review highlights Iranian messaging about Iran’s military strength and societal polarization.
Jun 16, 2026
Tehran’s Limited Expectations for U.S.-Iran Agreement
The June 16 edition of the Iran Media Review analyzes Iranian views on a prospective U.S.-Iranian memorandum of understanding to end the war.
Jun 11, 2026
Rafsanjani Jr. Urges Realism
The June 11 edition of the Iran Media Review considers an opinion piece written by a leading Iranian technocratic voice advocating for negotiation with the United States.
Jun 9, 2026
Iran’s Elites Debate the Path Ahead
The June 9 edition of the Iran Media Review examines Iranian elites’ discourse about the future of conflict and negotiations with the United States.
May 6, 2026
Spending Surge Puts Saudi Budget in Large First Quarter Deficit
The Saudi budget recorded a large deficit in the first quarter of 2026 as spending surged, but higher oil revenue during the rest of the year should limit the size of the annual fiscal deficit.
May 5, 2026
Gulf PMIs Raise Specter of Stagflation
Business conditions in the Gulf generally improved in April, but they remained weaker than before the Iran war. There are signs that price pressures are increasing as the conflict impedes trade.
The Iran War and the Saudi Economy
Data shows that the Saudi economy is being negatively affected by the U.S.-Israeli war on Iran, and the impact will likely continue for the next few months at least.
Apr 2, 2026
Saudi Equities Outperform Global Markets
Saudi equity prices have risen since the start of the Iran conflict, outperforming many regional and global markets. Whether this continues will depend on how and when the conflict ends.
Ammar Alsabban: Superman With a Saudi Accent
With passions as diverse as puppetry, podcasting, and superheroes, Ammar Alsabban is redefining the creative limits of Saudi identity.
Rahina: A Jeweler’s Ode to Dhofari Heritage
Through Rahina, Fatma al-Najjar is exploring her Dhofari heritage and tapping into ancestral memories, one piece of jewelry at a time.
10 min read
Independent Researchers Are Advancing UAE History on Social Media
Independent researchers and informal collaboratives have been connecting through social media to fill in gaps in popular knowledge of the United Arab Emirates’ pre-state era.
Manama Story: Preserving the Soul of the City
The Manama Story project seeks to preserve the history of the Bahraini city, one archive at a time.
A New Gulf Partnership
In May, President Donald J. Trump embarked on a trip to the Gulf that signals a new era in U.S.-Gulf relations. AGSI's A New Gulf Partnership series explores the ways U.S. strategic relations with these countries are evolving and offers policy recommendations for the U.S. administration to maximize political and economic influence.
Nov 13, 2024
Energy and Climate Initiative
AGSIW’s Energy and Climate Initiative explores Gulf energy and climate policies, technological advances, and pressing political, social, and environmental issues ahead of COP28.
Nov 5, 2024
U.S. Presidential Election
AGSIW’s U.S. Presidential Election series explores Gulf perspectives on the 2024 election and considers how the election results may shape the future of U.S. engagement in the Gulf region.
Sep 6, 2024
Trees of the Gulf
This series looks at the vital role certain trees play in the region's collective memory, survival, and plans for the future.
All Analysis
Saudi Economic Outlook Positive If U.S.-Iran Deal Holds
If the memorandum of understanding between the United States and Iran holds, the Saudi economy will grow strongly in the second half of 2026 and into 2027.
Will “Hormuz” be the American “Suez”?
The Trump administration has positioned the United States at a crossroads between a new regime of containment against Iran or a historic drawdown of U.S. influence in the Gulf and broader Middle East.
A Multipolar Foreign Policy: The Houthi Bid for International Recognition
The Houthi movement is looking to Moscow and Beijing for the international standing Washington denies it.
The Landlord Question: What Petro-Compute Actually Buys Saudi Arabia
Saudi Arabia is eyeing the growth of a sovereign compute exchange model that, like OPEC for crude, would let it shape and stabilize long-term compute costs.
Hormuz Crisis to Redraw Gulf Energy Investment Landscape
Investment priorities are already shifting toward infrastructure resilience, export diversification, and development of domestic energy resources.
The Geopolitical Imperative of Iraq-GCC Relations
A strong relationship with the GCC acts as a stabilizing force for an inherently fragile Iraqi state. But to maintain this, Iraq needs to pair sophisticated regional diplomacy with assertive control over the nonstate actors operating within its borders.
