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Analysis

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Future Gulf Economic Resilience in Energy, Infrastructure, and Influence

How the Gulf states choose to invest now could determine not just how they survive this crisis but how they sustain their role as both allocators and magnets of capital and superpowers in the global energy system.

Karen E. Young

11 min read

Trucks make their way into the port of Fujairah, as the U.S.-Israel conflict with Iran limits marine traffic in the Strait of Hormuz, in Fujairah, United Arab Emirates, May 6. (REUTERS/Amr Alfiky)

Emerging Technologies and U.S. Military Power in the Gulf

U.S. force projection in the Gulf is increasingly relying on artificial intelligence, unmanned platforms, and space technology, using these systems to augment existing military infrastructure.

Lieutenant (junior grade) Jay Faylo, assigned to Task Force 59, launches an M5D Airfox unmanned arial system in Aqaba, Jordan, February 13, 2022. (© U.S. Navy/ZUMA Press Wire Service/ZUMAPRESS.com)

The Gulf Economic Infrastructure Buildout

Gulf countries are at the center of an emerging regional economic infrastructure expansion, but the implications will be global in nature.

Etihad Rail is seen above a highway in the United Arab Emirates on November 26, 2023. (Photo by Jakub Porzycki/NurPhoto)

Kuwait’s Defense Diversification Through Pakistan

The significance of Kuwait’s defense pact with Pakistan lies less in any immediate military transformation than in what it reveals about the evolving security landscape of the Gulf.

Giorgio Cafiero

8 min read

Pakistani Prime Minister Shehbaz Sharif meets with Kuwaiti Minister of Foreign Affairs Jarrah Jaber al-Ahmad al-Sabah in Islamabad, Pakistan, July 29. (© PPI via ZUMA Press Wire)

Diminishing Importance of the Straits?

The September 11 edition of the Iran Media Review contrasts hard-liners’ celebration of oil prices rising with a technocratic Iranian newspaper’s warning that the regime’s ability to take the world economy hostage is diminishing.

Ali Alfoneh

3 min read

Diminishing Importance of the Straits?

Mohsen Rezaei Explains Tehran’s Strategy

The September 8 edition of the Iran Media Review outlines the Iranian Supreme National Security Council secretary’s remarks on Iran’s strategic response to the U.S. naval blockade.

Ali Alfoneh

5 min read

Mohsen Rezaei Explains Tehran’s Strategy

Is Iran Planning to Withdraw From the Nuclear Nonproliferation Treaty?

The September 4 edition of the Iran Media Review considers Iranian messaging about the possibility of Iran withdrawing from the Nuclear Nonproliferation Treaty.

Ali Alfoneh

8 min read

Is Iran Planning to Withdraw From the Nuclear Nonproliferation Treaty?

Decoding President Pezeshkian

The September 1 edition of the Iran Media Review analyzes an interview with Iranian President Masoud Pezeshkian.

Ali Alfoneh

7 min read

Decoding President Pezeshkian

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

A New Generation Is Putting Bahraini Cuisine on the Map

Chefs Suman Ali Sayed and Dona Murad are introducing Bahraini cuisine to eateries abroad, attracting international diners increasingly interested in distinct food cultures and histories.

Shaistha Khan
Shaistha Khan

6 min read

Talli Circle: Traditional Weaving Connects Emirati Women

Talli Circle, a new platform highlighting a traditional Emirati form of weaving, is reconnecting young Emirati women with their culture, heritage, and mothers and grandmothers.

talli Circle community event at Jumeirah Beach Park. (Courtesy of Talli Circle)

Al-Falaj Connects Researchers to the Scattered Archives of Arabia

Saudi author and anthropologist Ghada AlMuhanna Abalkhail launched al-Falaj, an open access digital directory, to help users explore the Arabian Peninsula's visual and documentary heritage.

Sharifah Alhinai

11 min read

This photograph was taken inside Jabal Al Qarah, situated between the villages of Al Tuwaythir and Al Qarah in Al Ahsa governorate on May 31, 1924. (Swiss geologist Arnold Heim via ETH Zurich)

Hind Al Mulla Is Taking Home Bakery Global

After building highly successful restaurants in the UAE and Saudi Arabia, Emirati pastry chef Hind Al Mulla plans to take the Home Bakery group global while providing a platform for other Emirati entrepreneurs.

Abdulla Almarzooqi

14 min read

Home Bakery’s flagship branch in Al Wasl, Dubai. (Courtesy of Hind Almulla)

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

Future Gulf Economic Resilience in Energy, Infrastructure, and Influence

How the Gulf states choose to invest now could determine not just how they survive this crisis but how they sustain their role as both allocators and magnets of capital and superpowers in the global energy system.

Karen E. Young

11 min read

Trucks make their way into the port of Fujairah, as the U.S.-Israel conflict with Iran limits marine traffic in the Strait of Hormuz, in Fujairah, United Arab Emirates, May 6. (REUTERS/Amr Alfiky)

A New Generation Is Putting Bahraini Cuisine on the Map

Chefs Suman Ali Sayed and Dona Murad are introducing Bahraini cuisine to eateries abroad, attracting international diners increasingly interested in distinct food cultures and histories.

Shaistha Khan
Shaistha Khan

6 min read

Emerging Technologies and U.S. Military Power in the Gulf

U.S. force projection in the Gulf is increasingly relying on artificial intelligence, unmanned platforms, and space technology, using these systems to augment existing military infrastructure.

Lieutenant (junior grade) Jay Faylo, assigned to Task Force 59, launches an M5D Airfox unmanned arial system in Aqaba, Jordan, February 13, 2022. (© U.S. Navy/ZUMA Press Wire Service/ZUMAPRESS.com)

The Gulf Economic Infrastructure Buildout

Gulf countries are at the center of an emerging regional economic infrastructure expansion, but the implications will be global in nature.

Etihad Rail is seen above a highway in the United Arab Emirates on November 26, 2023. (Photo by Jakub Porzycki/NurPhoto)

Kuwait’s Defense Diversification Through Pakistan

The significance of Kuwait’s defense pact with Pakistan lies less in any immediate military transformation than in what it reveals about the evolving security landscape of the Gulf.

Giorgio Cafiero

8 min read

Pakistani Prime Minister Shehbaz Sharif meets with Kuwaiti Minister of Foreign Affairs Jarrah Jaber al-Ahmad al-Sabah in Islamabad, Pakistan, July 29. (© PPI via ZUMA Press Wire)

Gulf States Divide the Work of Rebuilding Syria

Saudi Arabia, the UAE, and Qatar are each anchoring a different piece in the rebuilding of Syria’s infrastructure, turning investment and reconstruction into an informal division of labor.

Dania Arayssi

7 min read

A view shows workers rebuilding destroyed markets in the city of Aleppo, Syria, August 19. (REUTERS/Mahmoud Hassano)