Gulf and Arabian Peninsula

Having earlier threatened Iran with “obliteration” in the event of war, U.S. President Donald Trump warned on July 2 that the Islamic Republic was “playing with fire” after it breached the 300-kg cap on the stockpile of low-enriched uranium set by the nuclear deal. Yet, despite reportedly engaging in suspected “sabotage attacks” on a number of oil tankers, Iran is very unlikely to initiate a direct conflict with the U.S., but the scale and scope of its response to potential U.S. military action is not clear. Will it resort to overwhelming strategic force in the hope of dissuading the “aggressor” from further escalation, thus risking a major confrontation, or respond surgically to potential U.S. “tactical” strikes?

One hallmark of Sudan’s most recent protests has been the protestors’ fierce determination that the military not be their partner in the struggle for democratization. Some GCC states, however, are getting involved in Sudan, using their financial means to influence the country’s future. In doing so, they risk making it the Arab world’s next theater for intra-GCC rivalry.

International attention on the Yemen conflict remains focused heavily on the humanitarian dimensions of the crisis, Saudi-Iranian competition for advantage there, and the UN’s fitful efforts to return the parties to the negotiating table. But another aspect of the conflict may have more significant long-term consequences for both Yemenis and the international community: the declining relevance of Sana’a at the center of a unified Yemeni state and the increasing local autonomy in large parts of the country.

In this week’s Monday Briefing, MEI experts Alex Vatanka, Gonul Tol, Gerald Feierstein, Marvin G. Weinbaum, Rauf Mammadov, and Robert S. Ford provide analysis on recent and upcoming events including Iran’s announcement that it has exceeded its enriched uranium limit, Turkey’s purchase of Russia’s S-400s missile defense system over American objections, an Emirati announcement that it will downsize military involvement in Yemen, the resumption of intra-Afghan peace talks, Russia’s continuing embrace of OPEC+ oil production cuts, and the emergence of potential threats to Tunisia’s democracy.

Despite the risks of war between the U.S. and Iran, a narrow diplomatic opportunity exists. But it is not between Washington and Tehran, but rather between Jerusalem and Tehran.

Although relations between the neighbors have had their ups and downs, Tehran has invested deeply in Iraq, both politically and economically, and these investments will only multiply in the short term. After all, U.S. sanctions on Iran have made Iraq an essential link in Iran’s potential chain of commerce. How such plans play out will put the Iranians, the Iraqis, and the administration of U.S. President Donald Trump to the test.

Competition for security and energy is at the center of recent developments in the Eastern Mediterranean. Countries from Egypt to Turkey are moving to secure, exploit, and market their (not always fair) share of the game-changing offshore natural gas reserves. Russia, China, and Iran are securing port facilities, and in the case of Russia, drilling rights, in Lebanon and Syria. 

In this week’s Monday Briefing, MEI experts Gerald Feierstein, Guney Yildiz, Nathan Stock, Elizabeth Dent, and Eran Etzion provide analysis on recent and upcoming events including this week’s Bahrain “workshop” on Palestine’s economic development, an opposition victory in Istanbul’s rerun election, the release of a portion of the Trump administration’s Israel-Palestine peace plan, the fracturing of the Global Coalition to Defeat ISIS, and Tuesday’s trilateral meeting between the U.S., Israel, and Russia.

In May, the European Council adopted the 2018 iteration of the EU Annual Report on Human Rights and Democracy in the World. Promoting human rights has long been a priority for the EU, but in practice the bloc is selective about the human rights violations its analyzes, especially when it comes to the Middle East.

MEI scholars Mirette Mabrouk and Rauf Mammadov join host Alistair Taylor to discuss the region’s energy boom, how significant recent finds are to the global market, and the challenges facing regional energy cooperation.

In this week’s Monday Briefing, MEI experts Paul Salem, Gonul Tol, Alex Vatanka, and Marvin G. Weinbaum provide analysis on recent and upcoming events including Iran’s announcement that it will increase uranium enrichment, Istanbul’s upcoming mayoral election, potential leadership shifts in Tehran, and a rise in political tensions following Pakistan’s anti-corruption crackdown.

Iranians view the Trump administration as another iteration of American duplicity in seeking regime change.

The U.S. and Iran are locked in conflict. Regardless of the details or culpability regarding the latest attack on two tankers in the Gulf, the conflict is centered on Washington’s “maximum pressure” campaign and Tehran’s response that it will not sit idly by while its economy is brought to its knees. Paul Salem sketches out five possibilities for where things might be headed.

The growing power of paramilitary groups and the response of Bashar al-Assad’s foreign backers illustrates how local skirmishes over smuggling routes can have much broader geopolitical implications as Russia gains ground at the expense of both the regime and Iran.