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Analysis

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The Houthi Balancing Act

Houthi threats to block commercial shipping in the Red Sea that have not materialized are part of a strategy to balance competing interests.

Boats float near the coast of Bab el-Mandeb, Yemen, April 2. (REUTERS)

Will Pakistan’s Balancing Strategy Crumble?

The Saudi-Pakistani defense pact has been tested with the Iran war, as Pakistan seeks to maintain the fragile status quo in the neighborhood.

Emil Avdaliani
Emil Avdaliani

6 min read

Saudi Crown Prince Mohammed bin Salman meets with Pakistani Prime Minister Shehbaz Sharif in Jeddah, Saudi Arabia, April 15. (Pakistan’s Prime Minister Office/Handout via REUTERS)

Qatar’s National Team Mirrors the State

Qatar's first World Cup point, earned through a goalkeeper of Palestinian descent, reveals how the emirate has turned a tiny citizenry, migration, and naturalization into an instrument of statecraft and where that instrument meets its limits.

Qatar's Mahmoud Abunada and Al-Hashmi Al-Hussain celebrate after the match against Switzerland at San Francisco Bay Area Stadium in Santa Clara, California, June 13.(REUTERS/Luisa Gonzalez)

Digital Risks in the Strait of Hormuz Present New Challenges

Iran’s threats involving undersea internet cables and digital infrastructure in the Strait of Hormuz have transformed the crisis from an energy chokepoint into a hybrid risk for Gulf Arab economies.

Hamzah Rifaat

7 min read

An aerial view of the port of Fujairah, United Arab Emirates, in the strait of Hormuz, December 10, 2023. (REUTERS/Stringer/File Photo)

IRGC Seeks to Institutionalize Control Over the Strait of Hormuz

The June 26 edition of the Iran Media Review examines IRGC messaging about travel through the Strait of Hormuz.

Ali Alfoneh

4 min read

IRGC Seeks to Institutionalize Control Over the Strait of Hormuz

A Consensus Emerges in Tehran on U.S.-Iran Negotiations

The June 24 edition of the Iran Media Review considers Iranian media responses to ongoing U.S.-Iranian negotiations.

Ali Alfoneh

5 min read

A Consensus Emerges in Tehran on U.S.-Iran Negotiations

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.

Ali Alfoneh

4 min read

Regime Surveys Show Erosion of Social Capital

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.

Ali Alfoneh

13 min read

Tehran’s Limited Expectations for U.S.-Iran Agreement

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.

Tim Callen

4 min read

Spending Surge Puts Saudi Budget in Large First Quarter Deficit

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.

Tim Callen

4 min read

Gulf PMIs Raise Specter of Stagflation

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.

Tim Callen

5 min read

The Iran War and the Saudi Economy

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.

Tim Callen

3 min read

Saudi Equities Outperform Global Markets

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.

Sean Foley

14 min read

Ammar Alsabban. (Courtesy of Ammar Alsabban)

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

Rahina necklaces made by Fatma al-Najjar. (Photo courtesy of Fatma al-Najjar)

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.

Abdulla Almarzooqi

20 min read

A view of downtown Abu Dhabi. (Credit: Abdulla Almarzooqi)

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.

Shifaa Alsairafi

8 min read

A view of the "Soul of Manama" exhibit. (Credit: Fadhel al-Sharaf)

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.

President Donald J. Trump is welcomed by Saudi Crown Prince Mohammed bin Salman in Riyadh, Saudi Arabia, May 13. (REUTERS/Brian Snyder)

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.

'Cop28 UAE' logo is displayed on the screen during the opening ceremony of Abu Dhabi Sustainability Week under the theme of 'United on Climate Action Toward COP28,' in Abu Dhabi, UAE, January 16. (REUTERS/Rula Rouhana)

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.

Republican presidential nominee, former U.S. President Donald Trump and Democratic presidential nominee, U.S. Vice President Kamala Harris take part in a presidential debate hosted by ABC in Philadelphia, Pennsylvania, U.S., September 10, 2024 in a combination of file photographs. REUTERS/Brian Snyder - RC22Y9AP0PX3

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.

A worker collects dates from a palm tree during Unaizah Season for Dates, capital of Al-Qassim region, Saudi Arabia August 15, 2020. (REUTERS /Ahmed Yosri)

All Analysis

CLEAR ALL

The Houthi Balancing Act

Houthi threats to block commercial shipping in the Red Sea that have not materialized are part of a strategy to balance competing interests.

Boats float near the coast of Bab el-Mandeb, Yemen, April 2. (REUTERS)

Will Pakistan’s Balancing Strategy Crumble?

The Saudi-Pakistani defense pact has been tested with the Iran war, as Pakistan seeks to maintain the fragile status quo in the neighborhood.

Emil Avdaliani
Emil Avdaliani

6 min read

Saudi Crown Prince Mohammed bin Salman meets with Pakistani Prime Minister Shehbaz Sharif in Jeddah, Saudi Arabia, April 15. (Pakistan’s Prime Minister Office/Handout via REUTERS)

Qatar’s National Team Mirrors the State

Qatar's first World Cup point, earned through a goalkeeper of Palestinian descent, reveals how the emirate has turned a tiny citizenry, migration, and naturalization into an instrument of statecraft and where that instrument meets its limits.

Qatar's Mahmoud Abunada and Al-Hashmi Al-Hussain celebrate after the match against Switzerland at San Francisco Bay Area Stadium in Santa Clara, California, June 13.(REUTERS/Luisa Gonzalez)

Digital Risks in the Strait of Hormuz Present New Challenges

Iran’s threats involving undersea internet cables and digital infrastructure in the Strait of Hormuz have transformed the crisis from an energy chokepoint into a hybrid risk for Gulf Arab economies.

Hamzah Rifaat

7 min read

An aerial view of the port of Fujairah, United Arab Emirates, in the strait of Hormuz, December 10, 2023. (REUTERS/Stringer/File Photo)

Connectivity Without Transformation in the Middle East

A misreading of the Belt and Road Initiative has prompted a regional scramble to develop economic corridors ahead of the more foundational development of integrated manufacturing and intraregional trade.

Islam Alhalawany

11 min read

Ships anchor in Lake Timsah, Ismailia, halfway through Egypt’s Suez canal, March 25, 2021. (Associated Press/ Sam Magdy)

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.

Tim Callen

5 min read

Traffic moves on a road in Riyadh, Saudi Arabia, February 9. (REUTERS/Isabel Infantes)