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Blog Post

Will the U.S.-Iran Conflict Reshape Global Energy Flows and Shipping?

The longer the conflict lasts, and the more damage to energy facilities, the greater the risk of oil market tightness, rising prices, and stranded commodities.

Fire and smoke rise in the Fujairah oil industry zone, caused by debris after interception of a drone by air defenses, according to the Fujairah media office, amid the U.S.-Israel conflict with Iran, in Fujairah, United Arab Emirates, March 4. (REUTERS/Amr Alfiky)

Caught in the Crosshairs, Gulf Arab Countries Remain Crucial to Peace

Though they were unsuccessful in preventing the current conflict, and, as expected, have been dragged into the U.S.-Israeli confrontation with Iran, Gulf Arab countries remain crucial to hopes for limiting the war and bringing it to a quick resolution.

A building damaged by an Iranian drone attack in Juffair, Manama, Bahrain, March 1. (REUTERS/Hamad I Mohammed)

Iran War Provides Decisive Test for Lebanon to Assert Authority Over Hezbollah

After decades of tolerating Hezbollah’s warmaking independence, the current crisis has compelled Lebanese leaders to ban its military activities; this project will do much to determine the reach Iran can maintain in the Arab world.

Smoke rises from Israeli airstrikes that struck a building housing Al-Manar channel studios in Dahiyeh, a southern suburb of Beirut, Lebanon, March 3. (AP Photo/Bilal Hussein)

Iran War: Gulf Unity, Economic Shocks, and Regime Scenarios

After a massive U.S.-Israeli campaign against Iran, AGSI explores scenarios for the future of Iran and implications for broader Gulf security.

A plume of smoke rises after a strike in Tehran, Iran, March 1. (AP Photo/Vahid Salemi)

Iraq’s at the Epicenter of the Regional Fallout of Confrontation With Iran

The U.S.-Israeli attack on Iran has exposed Iraq’s structural fragilities: territorial permeability, economic monoculture, energy dependence, and politically mediated sovereignty.

U.S. helicopters fly over Erbil International Airport in Erbil, Iraq, March 1. (REUTERS/Khalid al-Mousily)

Oil Markets Brace for Monday Surge After U.S.-Israeli Strikes on Iran

There was a growing war risk premium in the oil markets tied to escalating regional tensions; the shift from shadow confrontation to direct military action changes the calculus.

Smoke rises after reported Iranian missile attacks, following U.S. and Israeli strikes on Iran, as seen from Doha, Qatar, March 1. (REUTERS/Mohammed Salem)

Political Life and Legacy of Iran’s Ayatollah Khamenei

Ayatollah Ali Khamenei was killed in his office in Tehran at age 86, leaving behind a country in ruins and on the verge of civil war and potential disintegration.

In this photo released by an official website of the office of the Iranian supreme leader, Supreme Leader Ayatollah Ali Khamenei speaks in a meeting in Tehran, Iran, February 17. (Office of the Iranian Supreme Leader via AP)

Iranian Regime Fighting for Survival

Iran is signaling that it will not absorb attacks passively. But whether this strategy ensures the regime’s survival, seals its fate, or accelerates a broader catastrophe will shape the region for years to come.

Smoke rises on the skyline after an explosion in Tehran, Iran, February 28. (AP Photo)