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Analysis

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How Egypt Became the Middle East’s New Energy Chokepoint

Egypt has become the indispensable transit state linking Saudi Arabia's Red Sea infrastructure with global markets. But that strategic importance may also have exposed it to the same risks facing Gulf producers.

Kate Dourian

10 min read

A view of Damietta port in Egypt where a drone attack caused fire on two ships in this undated social media video obtained by Reuters on July 30. (DAMIETTA PORT AUTHORITY/Handout via REUTERS)

Qatar’s Art Scene Reflects Resilience

Following the high of the inaugural Art Basel Qatar, and the low of the ongoing Iran war, Qatar is doubling down on global and regional cultural diplomacy.

Oman in the War

Oman has benefitted from the U.S.-Israeli war with Iran, but continued conflict and Oman’s highwire neutrality balancing act mean that the sultanate’s economic windfall is still in danger.

Robin Mills

15 min read

Tankers and cargo vessels are seen in the Gulf of Oman, June 16. (AP Photo)

Trump’s Impossible Dilemma: Return To War With Iran or Not?

President Trump has led the United States into an impossible dilemma in which resuming and intensifying the war presents one set of alarming consequences while ending it under current circumstances offers at least as many disasters for Washington.

Hussein Ibish

20 min read

People stand on a bridge destroyed after a strike in Hormozgan province, southern Iran, July 18. (Amirhosein Khorgooi/Iranian Students' News Agency via AP)

Javan Daily: “Iran’s War and Negotiation Plan”

The July 31 edition of the Iran Media Review analyzes an Iranian article arguing that Iran is following its own timetable and agenda on negotiations and escalation.

Ali Alfoneh

2 min read

Javan Daily: “Iran’s War and Negotiation Plan”

A Weakened Hezbollah Remains Central to Iran’s Security Strategy

The July 28 edition of the Iran Media Review considers an open letter from Iran’s supreme leader to Hezbollah in Lebanon pledging continued support.

Ali Alfoneh

2 min read

A Weakened Hezbollah Remains Central to Iran’s Security Strategy

Iran Vows Retaliatory Attacks Across the Region and Beyond

The July 24 edition of the Iran Media Review highlights messages from Iran’s armed forces threatening to attack regional infrastructure and U.K. military bases.

Ali Alfoneh

4 min read

Iran Vows Retaliatory Attacks Across the Region and Beyond

Fight, Negotiate – or Both?

The July 21 edition of the Iran Media Review analyzes Iranian media messaging about whether Iran should escalate or negotiate with the United States.

Ali Alfoneh

6 min read

Fight, Negotiate – or Both?

Data Confirms a Large Economic Contraction in Saudi Arabia in the Second Quarter

The Saudi economy contracted sharply in the second quarter of 2026. Any recovery will be slowed by the recent renewal of hostilities in the region.

Tim Callen

2 min read

Data Confirms a Large Economic Contraction in Saudi Arabia in the Second Quarter

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

Ballad: Moza Almatrooshi’s Homage to the Landscape

Moza Almatrooshi, an Emirati artist and chef, reflects on the inaugural season of ballad, her community culinary initiative.

Nada Ammagui

10 min read

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)

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

How Egypt Became the Middle East’s New Energy Chokepoint

Egypt has become the indispensable transit state linking Saudi Arabia's Red Sea infrastructure with global markets. But that strategic importance may also have exposed it to the same risks facing Gulf producers.

Kate Dourian

10 min read

A view of Damietta port in Egypt where a drone attack caused fire on two ships in this undated social media video obtained by Reuters on July 30. (DAMIETTA PORT AUTHORITY/Handout via REUTERS)

Qatar’s Art Scene Reflects Resilience

Following the high of the inaugural Art Basel Qatar, and the low of the ongoing Iran war, Qatar is doubling down on global and regional cultural diplomacy.

Oman in the War

Oman has benefitted from the U.S.-Israeli war with Iran, but continued conflict and Oman’s highwire neutrality balancing act mean that the sultanate’s economic windfall is still in danger.

Robin Mills

15 min read

Tankers and cargo vessels are seen in the Gulf of Oman, June 16. (AP Photo)

Trump’s Impossible Dilemma: Return To War With Iran or Not?

President Trump has led the United States into an impossible dilemma in which resuming and intensifying the war presents one set of alarming consequences while ending it under current circumstances offers at least as many disasters for Washington.

Hussein Ibish

20 min read

People stand on a bridge destroyed after a strike in Hormozgan province, southern Iran, July 18. (Amirhosein Khorgooi/Iranian Students' News Agency via AP)

The Pull of French-Gulf Economic Ties

France is positioning to be a more influential actor across the Middle East, but the European powerhouse is most likely to see immediate traction on the economic tracks that run to and from the Gulf.

French President Emmanuel Macron, left, greets Omani Sultan Haitham bin Tariq al-Said before a meeting at the Elysee Palace, in Paris, June 29. (AP Photo/Michel Euler)

Why the Houthis Entered the War

The Houthis’ decision to dip their toes into the conflict is a calculated choice based on military capacity, a blueprint, and the need for retaliatory pressure.

A ship off the port of Aden, where traffic remained steady after the Iran-aligned Houthis said their forces had carried out missile and drone strikes on Saudi oil tankers, in Aden, Yemen, July 23. (REUTERS/Stringer)