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Iran

How Egypt Became the Middle East’s New Energy Chokepoint

Egypt has become the indispensable transit state linking Saudi Arabia's Red Sea infrastructure with global markets. But that strategic importance may also have exposed it to the same risks facing Gulf producers.

A view of Damietta port in Egypt where a drone attack caused fire on two ships in this undated social media video obtained by Reuters on July 30. (DAMIETTA PORT AUTHORITY/Handout via REUTERS)

Trump’s Impossible Dilemma: Return To War With Iran or Not?

President Trump has led the United States into an impossible dilemma in which resuming and intensifying the war presents one set of alarming consequences while ending it under current circumstances offers at least as many disasters for Washington.

People stand on a bridge destroyed after a strike in Hormozgan province, southern Iran, July 18. (Amirhosein Khorgooi/Iranian Students' News Agency via AP)

Will Pakistan’s Balancing Strategy Crumble?

The Saudi-Pakistani defense pact has been tested with the Iran war, as Pakistan seeks to maintain the fragile status quo in the neighborhood.

Saudi Crown Prince Mohammed bin Salman meets with Pakistani Prime Minister Shehbaz Sharif in Jeddah, Saudi Arabia, April 15. (Pakistan’s Prime Minister Office/Handout via REUTERS)

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)