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Blog Post

The U.S. Data Center Struggle and the Gulf Offer

Silicon Valley is exploring offshoring some of its compute demand. Saudi Arabia and the United Arab Emirates are positioning themselves to capture some of it.

Meta data centers operate near Social Circle, Georgia, September 5. (AP Photo/Mike Stewart, File)

A New Frontier for the UAE’s Space Economy

The United Arab Emirates’ space industry is entering a new phase of maturity, as private Emirati firms play an increasingly active role alongside government entities and international partnerships.

Vice President and Prime Minister of the UAE and Ruler of Dubai Mohammed bin Rashid al-Maktoum walks with UAE astronaut Sultan Alneyadi during an official welcome ceremony at the Abu Dhabi Airport, Abu Dhabi, United Arab Emirates, September 18 2023. (© Uae Presidential Court/Handout via ZUMA Press Wire)

Saudi Economic Recovery Delayed by New Threats

Attacks on the East-West oil pipeline and other targets in Saudi Arabia will result in a larger-than-expected economic contraction in the kingdom this year.

Large plume of black smoke rises from the fuel storage area at King Khalid International Airport, in Riyadh, Saudi Arabia, September 19. (REUTERS/Stringer)

UAE-Iran Relations: Pulling Geoeconomic Levers

The UAE’s decision to halt trade and commercial ties with Iran reflects an exercise in applying carefully calibrated geoeconomic pressure amid an uncertain and evolving geopolitical context.

A boat takes tourists to watch a Dubai fountain show as Burj Khalifa, the world's tallest building, is illuminated with the United Arab Emirates national flag colors in Dubai, UAE, May 6. (AP Photo/Altaf Qadri)

Pipeline Attacks Expose Limits of Saudi Export Flexibility

Saudi Arabia’s ability to maintain its reputation as a reliable supplier in the months ahead will depend on how quickly it can repair damaged assets and keep several imperfect routes operating at the same time.

Satellite image shows damage to the East-West pipeline facility in the Hejaz Region, Saudi Arabia, September 11. (Planet Labs PBC/Handout via REUTERS)

Saudi Arabia’s Grim Options as the Houthis Storm Mokha

In tandem with President Trump’s refusal to offer help with the Houthis, the Saudis are facing grim options to reverse Houthi military successes and a chokehold over their oil exports.

Houthi fighters escort a convoy carrying prisoners freed in Mokha through the Bani Matar district on its way to Sanaa, Yemen, September 12. (AP Photo/STR)

Future Gulf Economic Resilience in Energy, Infrastructure, and Influence

How the Gulf states choose to invest now could determine not just how they survive this crisis but how they sustain their role as both allocators and magnets of capital and superpowers in the global energy system.

Trucks make their way into the port of Fujairah, as the U.S.-Israel conflict with Iran limits marine traffic in the Strait of Hormuz, in Fujairah, United Arab Emirates, May 6. (REUTERS/Amr Alfiky)

A New Generation Is Putting Bahraini Cuisine on the Map

Chefs Suman Ali Sayed and Dona Murad are introducing Bahraini cuisine to eateries abroad, attracting international diners increasingly interested in distinct food cultures and histories.