Blog Post
Mar 19, 2026
The Squeeze on Erbil
The war in Iran both underscores the urgency and will delay action on a U.S.-brokered Peshmerga-Baghdad redeployment in the disputed territories.
Mar 18, 2026
Air and Missile Defense in the Gulf
The war is demonstrating that missile defense can blunt Iran’s strategy – but only if the United States and its regional partners ensure that their defenses can keep pace with the scale and speed of future conflicts.
Mar 13, 2026
Attacks Will Not Mutate the UAE’s DNA
The United Arab Emirates has repeatedly shown that it doesn’t just “bounce back” after a crisis; it “bounces forward.”
Mar 11, 2026
Gulf States Play Defense
Caught between Iranian strikes and U.S.-Israeli pressure to join the fight, Gulf Arab states strive to maintain their autonomy over decision making, playing defense and preserving the space to maneuver when the war ends.
Mar 10, 2026
The Houthi Conundrum and the War in Iran
The Houthis have stayed out of the U.S.-Israeli conflict with Iran. Are they unable, unwilling, or simply biding their time?
Mar 9, 2026
Oil Prices Jolted Higher as Gulf Export Route Blocked
Roughly 20% of global oil supply is now stranded behind the chokepoint of the Strait of Hormuz, unable to reach global markets.
Mar 9, 2026
Under Mojtaba, the IRGC Will Reign Supreme
Iran may still call itself an Islamic Republic. In practice, however, it increasingly resembles a state in which the military governs from behind clerical robes.
Mar 9, 2026
Markets Respond to the Iran Conflict
The early reactions of regional stock markets reflect serious concerns but not full-blown panic despite an unprecedented escalation of the Iran conflict.