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Analysis

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Water and Food Security in a Militarized Gulf

The true economic and societal impact of the conflict may not be driven by headline events alone but by the gradual erosion of the systems that underpin daily life.

Kristian Alexander

13 min read

A general view of the Saline Water Conversion Corporation in Jubail, Saudi Arabia. (Saline Water Conversion Corporation/Handout via REUTERS)

A Silent Casualty of War: The Rising Risk of Ecocide in the Gulf

In one of the world’s most climate-vulnerable regions, the threat to the environment will extend far beyond the “day after” the war.

14 min read

Birds fly as smoke rises in the Fujairah oil industry zone following a fire caused by debris after interception of a drone by air defenses, in Fujairah, the United Arab Emirates, March 3. (REUTERS/Amr Alfiky)

Operation Epic Fury and the U.S. Drone Posture in the Gulf

In the conflict with Iran, the United States has used one-way attack drones for the first time, marking a shift in U.S. military drone architecture.

Drones are shown at a display of multidomain autonomous systems in the Pentagon courtyard, in Washington, July 16, 2025. (AP Photo/Julia Demaree Nikhinson)

China’s Sidelining in the Iran Conflict

The Iran conflict reinforces China’s short-term position as one of managing and mitigating risks rather than shaping outcomes that expand Chinese influence in the Middle East.

Robert Mogielnicki

11 min read

A Chinese-flagged oil tanker is moored at an oil terminal at Tsing Yi port in Hong Kong, China, March 19. (REUTERS/Joyce Zhou)

Iran: From Defense to Offense

The March 31 edition of the Iran Media Review analyzes Iranian reports that Iran is about to enter an “offensive phase” as well as warnings against a U.S. ground invasion.

Ali Alfoneh

4 min read

Iran: From Defense to Offense

Iran to Gulf States: Keep Your Distance – or Risk Being Drawn In

The March 27 edition of the Iran Media Review highlights Iranian officials’ threats to Gulf states not to get more involved in the U.S.-Israeli conflict with Iran.

Ali Alfoneh

4 min read

Iran to Gulf States: Keep Your Distance – or Risk Being Drawn In

Iran: Resilience, Defiance, and Willingness to Talk

The March 24 edition of the Iran Media Review considers Iranian messaging projecting a mix of defiance and a possible willingness to negotiate with the United States.

Ali Alfoneh

5 min read

Iran: Resilience, Defiance, and Willingness to Talk

Quds Day in Iran

The March 13 edition of the Iran Media Review examines Iranian media reports of regime defiance at Quds Day rallies as the U.S.-Israeli conflict with Iran continues.

Ali Alfoneh

3 min read

Quds Day in Iran

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

The Saudi Fiscal Deficit in 2025 Was Larger Than Expected

The 2025 budget deficit was larger than expected. The 2026 deficit is also likely to exceed the budget target, but higher oil prices may help contain any overrun.

Tim Callen

2 min read

The Saudi Fiscal Deficit in 2025 Was Larger Than Expected

Putting the 2026 Saudi Budget Under the Microscope

The Saudi government projects that the budget deficit will narrow during 2026-28, but this will depend on a rebound in oil prices and tight control of spending.

Tim Callen

3 min read

Putting the 2026 Saudi Budget Under the Microscope

The Saudi Trade and Investment Commitment to the United States in Perspective

The $1 trillion Saudi trade and investment commitment to the United States will be extremely difficult to achieve given the size of the Saudi economy and its current financial situation.

Tim Callen

3 min read

The Saudi Trade and Investment Commitment to the United States in Perspective

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

Water and Food Security in a Militarized Gulf

The true economic and societal impact of the conflict may not be driven by headline events alone but by the gradual erosion of the systems that underpin daily life.

Kristian Alexander

13 min read

A general view of the Saline Water Conversion Corporation in Jubail, Saudi Arabia. (Saline Water Conversion Corporation/Handout via REUTERS)

A Silent Casualty of War: The Rising Risk of Ecocide in the Gulf

In one of the world’s most climate-vulnerable regions, the threat to the environment will extend far beyond the “day after” the war.

14 min read

Birds fly as smoke rises in the Fujairah oil industry zone following a fire caused by debris after interception of a drone by air defenses, in Fujairah, the United Arab Emirates, March 3. (REUTERS/Amr Alfiky)

Operation Epic Fury and the U.S. Drone Posture in the Gulf

In the conflict with Iran, the United States has used one-way attack drones for the first time, marking a shift in U.S. military drone architecture.

Drones are shown at a display of multidomain autonomous systems in the Pentagon courtyard, in Washington, July 16, 2025. (AP Photo/Julia Demaree Nikhinson)

China’s Sidelining in the Iran Conflict

The Iran conflict reinforces China’s short-term position as one of managing and mitigating risks rather than shaping outcomes that expand Chinese influence in the Middle East.

Robert Mogielnicki

11 min read

A Chinese-flagged oil tanker is moored at an oil terminal at Tsing Yi port in Hong Kong, China, March 19. (REUTERS/Joyce Zhou)

Why Saudi Arabia and the UAE Are Urging Trump to Continue a War They Did Not Want

Riyadh and Abu Dhabi urged President Trump not to attack Iran, but now that the war is into its second month, leaving the current situation in place would be an unthinkable fiasco for them.

Hussein Ibish

8 min read

A black plume of smoke rises from a warehouse at the industrial area of Sharjah in the United Arab Emirates, March 1. (AP Photo/Altaf Qadri)

Not All Oil Is Created Equal

The conflict with Iran has curtailed the supply of oil from the Gulf, pushing up the price of the medium and heavier grades it usually exports relative to lighter grades.

Tim Callen

3 min read

Smoke rises in the Fujairah oil industry zone, caused by debris after interception of a drone by air defenses, according to the Fujairah media office, amid the U.S.-Israeli conflict with Iran, in Fujairah, United Arab Emirates, March 14. (REUTERS/Staff)