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Regional Affairs

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)

Hormuz Crisis to Redraw Gulf Energy Investment Landscape

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

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.

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.

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)

Will a U.S.-Iran Deal Bring a New Order for the Gulf?

On June 4, AGSI hosted a discussion on the implications of a potential U.S.-Iranian agreement for Gulf security.

This image provided by U.S. Central Command shows aircraft on the flight deck of the USS Abraham Lincoln (CVN 72) that are operating in support of the war in Iran, on March 3. (U.S. Navy via AP)

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)

Syria Escapes Iran War, Can It Benefit From It?

Syria hopes to use the Iran war to deepen its connection to its Gulf Arab partners. Can it compete for inclusion within the regional security order and emerging trade corridors?

Syrian President Ahmed al-Sharaa meets Saudi Crown Prince Mohammed bin Salman in Jeddah, Saudi Arabia, April 21. (Saudi Press Agency/Handout via REUTERS)