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Analysis

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Hormuz Crisis to Redraw Gulf Energy Investment Landscape

Investment priorities are already shifting toward infrastructure resilience, export diversification, and development of domestic energy resources.

Kate Dourian

11 min read

Vessels anchored at the Strait of Hormuz, as seen from Musandam, Oman, May 30. (REUTERS/Stringer)

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.

Abbas Kadhim

10 min read

Iraqi Foreign Minister Fuad Hussein and Gulf Cooperation Council Secretary-General Jasem Mohamed AlBudaiwi attend a press conference in Baghdad, Iraq, July 31, 2023. (AP Photo/Hadi Mizban)

Energy in Crisis: Markets and Geopolitics of Supply

The Iran war has triggered what energy experts have described as the world’s worst energy crisis. And what is certain is that the prewar energy order will be redrawn.

Kate Dourian

15 min read

The crude oil tanker Odessa, carrying UAE crude after passing through the Strait of Hormuz with its Automatic Identification System transponder turned off, navigates the waters at Daesan port, where it is expected to discharge crude oil, in Seosan, South Korea, May 8. (REUTERS/Kim Soo-hyeon)

Conversations Across Time: Diriyah Contemporary Art Biennale 2026

The Diriyah Contemporary Art Biennale returned a third time with intergenerational dialogues that created a timeline of change, adaptation, and reflection in Saudi Arabia.

Nada Ammagui

9 min read

“In Interludes and Transitions,” Diriyah Contemporary Art Biennale 2026, installation view: left: Karan Shrestha, “sweet water rising,” “a flow disrupted; realigns,” “cloud babies”; right: Moshekwa Langa, “Collapsing Guide II.” (Photo by Alessandro Brasile, courtesy of the Diriyah Biennale Foundation)

Iran’s Struggling Automative Industry

The June 5 edition of the Iran Media Review highlights an Iranian newspaper’s report on the issues facing Iran’s automative industry.

Ali Alfoneh

2 min read

Iran’s Struggling Automative Industry

Tehran Warns: War in Lebanon Means No Peace With Iran

The June 2 edition of the Iran Media Review analyzes Iranian messaging about the importance of a cease-fire in Lebanon for U.S.-Iranian negotiations.

Ali Alfoneh

3 min read

Tehran Warns: War in Lebanon Means No Peace With Iran

Iran’s State-Censored Media Downplays Latest Military Clashes

The May 29 edition of the Iran Media Review considers Iranian media coverage of the latest military clashes between the United States and Iran.

Ali Alfoneh

4 min read

Iran’s State-Censored Media Downplays Latest Military Clashes

Permanence of Neither War Nor Peace?

The May 26 edition of the Iran Media Review examines Iranian messaging around negotiations with the United States and possible futures for Iran and the region.

Ali Alfoneh

7 min read

Permanence of Neither War Nor Peace?

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

Hormuz Crisis to Redraw Gulf Energy Investment Landscape

Investment priorities are already shifting toward infrastructure resilience, export diversification, and development of domestic energy resources.

Kate Dourian

11 min read

Vessels anchored at the Strait of Hormuz, as seen from Musandam, Oman, May 30. (REUTERS/Stringer)

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.

Abbas Kadhim

10 min read

Iraqi Foreign Minister Fuad Hussein and Gulf Cooperation Council Secretary-General Jasem Mohamed AlBudaiwi attend a press conference in Baghdad, Iraq, July 31, 2023. (AP Photo/Hadi Mizban)

Energy in Crisis: Markets and Geopolitics of Supply

The Iran war has triggered what energy experts have described as the world’s worst energy crisis. And what is certain is that the prewar energy order will be redrawn.

Kate Dourian

15 min read

The crude oil tanker Odessa, carrying UAE crude after passing through the Strait of Hormuz with its Automatic Identification System transponder turned off, navigates the waters at Daesan port, where it is expected to discharge crude oil, in Seosan, South Korea, May 8. (REUTERS/Kim Soo-hyeon)

Conversations Across Time: Diriyah Contemporary Art Biennale 2026

The Diriyah Contemporary Art Biennale returned a third time with intergenerational dialogues that created a timeline of change, adaptation, and reflection in Saudi Arabia.

Nada Ammagui

9 min read

“In Interludes and Transitions,” Diriyah Contemporary Art Biennale 2026, installation view: left: Karan Shrestha, “sweet water rising,” “a flow disrupted; realigns,” “cloud babies”; right: Moshekwa Langa, “Collapsing Guide II.” (Photo by Alessandro Brasile, courtesy of the Diriyah Biennale Foundation)

Sovereign Wealth in Wartime

Despite billions of dollars in infrastructure damage and economic loss, Gulf sovereign wealth funds are still investing in clean energy projects as a pathway to resilience.

People stand near the booth of Mubadala Energy during the Abu Dhabi International Petroleum Exhibition and Conference in Abu Dhabi, United Arab Emirates, November 3, 2025. (REUTERS/Amr Alfiky)

The Impact of the Iran War on the Saudi Economy

The U.S.-Israeli war with Iran has led to slower economic growth and disrupted trade in Saudi Arabia, but to date inflation has been unaffected.

Tim Callen

6 min read

A tugboat assists a cargo ship to dock at the Dammam Port in Dammam, Saudi Arabia, May 17. (REUTERS/Mohammed Benmansour)