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Analysis

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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)

The Iran War and the Gulf’s Clean Energy Ambitions

The conflict has turned renewables into security assets at home, and rendered them far more expensive to build out, while Gulf states send clean energy capital abroad.

A view shows solar panels of the 192 megawatt peak floating solar power plant built on Cirata dam, developed by PLN Nusantara Power, a unit of Indonesia's state utility company Perusahaan Listrik Negara and United Arab Emirates renewable energy company Masdar, a unit of Mubadala Investment Company, in Purwakarta, West Java province, Indonesia, November 9, 2023. (REUTERS/Willy Kurniawan)

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

Iran Signals Interest in Reviving Hormuz Deal While Warning of Psychological Warfare

The August 28 edition of the Iran Media Review examines statements by Iranian officials suggesting openness to restarting negotiation with the United States and concern about domestic discontent.

Ali Alfoneh

6 min read

Iran Signals Interest in Reviving Hormuz Deal While Warning of Psychological Warfare

Iran’s Central Bank Governor Seeks to Reassure Public of Economic Resilience

The August 25 edition of the Iran Media Review highlights Iran’s central bank governor’s response to U.S. Treasury Secretary Scott Bessent’s “economic D-Day” warning against Iran.

Ali Alfoneh

3 min read

Iran’s Central Bank Governor Seeks to Reassure Public of Economic Resilience

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

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)

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

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 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)

The Iran War and the Gulf’s Clean Energy Ambitions

The conflict has turned renewables into security assets at home, and rendered them far more expensive to build out, while Gulf states send clean energy capital abroad.

A view shows solar panels of the 192 megawatt peak floating solar power plant built on Cirata dam, developed by PLN Nusantara Power, a unit of Indonesia's state utility company Perusahaan Listrik Negara and United Arab Emirates renewable energy company Masdar, a unit of Mubadala Investment Company, in Purwakarta, West Java province, Indonesia, November 9, 2023. (REUTERS/Willy Kurniawan)

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)

Yemen’s Mokha Under Fire: The Houthis Target Saudi Interests

The Houthi escalation against the port city of Mokha is rooted in intra-Yemeni power balances but, at the same time, it has broader implications for Saudi and regional security, testing new defensive coalitions and alliances.

Eleonora Ardemagni

11 min read

Damage in the aftermath of Houthi strikes on the Red Sea port city of Mocha, Yemen, August 10, 2026 in this screengrab taken from a handout video. (Al Joumhouriya TV/Handout via REUTERS)