Energy
Jul 31, 2026
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.
Jul 23, 2026
A Glimpse of UAE Oil Export Plans
A brief reopening of oil exports in June suggested the path ahead for the United Arab Emirates.
Jul 21, 2026
Qatar LNG Past & Future
As Qatar looks to the future, it will have to assess the battered landscape of the global LNG industry, reassure its customer base, and rethink its approach for a very different market.
Jul 7, 2026
After the Hormuz Crisis, No Return to the Status Quo
The vulnerability of the world's most important energy chokepoint has been laid bare, setting in motion changes that are likely to outlast the conflict.
Jun 5, 2026
Hormuz Crisis to Redraw Gulf Energy Investment Landscape
Investment priorities are already shifting toward infrastructure resilience, export diversification, and development of domestic energy resources.
Jun 3, 2026
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.
Jun 3, 2026
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.
May 19, 2026
Can Yemen Help Bypass the Strait of Hormuz?
A Gulf-Yemen energy corridor could reshape the Arabian Peninsula. But it cannot happen without a durable political settlement involving the Houthis and other Yemeni factions.