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Iran

Will “Hormuz” be the American “Suez”?

The Trump administration has positioned the United States at a crossroads between a new regime of containment against Iran or a historic drawdown of U.S. influence in the Gulf and broader Middle East.

A satellite image shows the Strait of Hormuz, April 17. (EUROPEAN UNION/COPERNICUS SENTINEL-2/Handout via REUTERS)

Book Talk: Iran and the Bomb: The United States, Iran and the Nuclear Question

On June 16, AGSI hosted a discussion on the evolution of Iran's nuclear program.

A view of Iran's nuclear enrichment facility in Natanz, Iran, on April, 9, 2007. (AP Photo/Hasan Sarbakhshian, File)

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.

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)

Petro Diplomacy 2026: Energy in Crisis: Markets and Geopolitics of Supply

On June 8, AGSI convened its Petro Diplomacy conference for the 12th consecutive year.

A person works near an oil tanker docked at the Port of Fujairah in Fujairah, United Arab Emirates, May 6.(REUTERS/Amr Alfiky)

Gulf States Adjust to a New Normal

Gulf capitals are facing immediate policy choices around how to restore order in a regional setting that is greatly changed – for the worse – as a result of the Iran war.

Smoke rises over the capital Manama, following a reported Iranian drone strike on the fuel storage facility of Bahrain International Airport, amid the U.S.-Israeli conflict with Iran, in Muharraq, Manama, Bahrain, March 12. (REUTERS/Stringer)

China’s Mediation Ceiling in the Iran War

For now, China is a stuck actor – drifting until external conditions force a decision or create a window of opportunity.

Russian Foreign Minister Sergei Lavrov attends a meeting with Chinese President Xi Jinping at the Great Hall of the People in Beijing, China, April 15. (Iori Sagisawa/Pool via REUTERS)

The Economic Toll of War on Iran

Billions of dollars in infrastructure destruction from the war, combined with decades of mismanagement, corruption, and international sanctions, has sparked an unprecedented economic crisis in Iran.

A banner bearing a picture of the late supreme leader of Iran, Ayatollah Ali Khamenei, is displayed in Tehran Bazaar, amid a cease-fire between United States and Iran, in Tehran, Iran, April 21. (Majid Asgaripour/West Asia News Agency via REUTERS)

Beyond the U.S. Umbrella: Gulf States and the Diversification of Air Defense After Iran

As Iranian strikes exposed structural gaps, Gulf states are expanding their air defense architecture through new suppliers, lower-cost systems, and operational partnerships.

Spectators look at the Cheongung missile (KM-SAM) during the Seoul International Aerospace & Defense Exhibition in Seongnam, South Korea, October 17, 2025. (REUTERS/Kim Hong-Ji)