With the Strait of Hormuz closed and oil production from Iraq’s south in free fall, Baghdad’s failure to maximize the Iraq-Turkey Pipeline is no longer a policy dispute. It is a national emergency.
For nearly four decades, Ayatollah Ali Khamenei embodied the Islamic Republic’s certainty: a singular authority who shaped every major decision on war and peace, repression and reform, economics and ideology. His death, in a coordinated US-Israeli strike on his Tehran command compound on February 28, has ripped that certainty away in the most violent fashion imaginable.
Crude oil legally sanctioned by the United States and its allies today makes up an estimated 18% of global tanker capacity, or 6-7% of total unrefined petroleum flows — shares that have been growing. Increased pressure on Russian exports and US intervention in Venezuela have further constrained Russian flows and temporarily removed Venezuela, the smallest sanctioned producer, from the market. Iranian exports, however, remain largely untouched.
The Gulf states are betting big on artificial intelligence (AI). Their motive is simple: While hydrocarbons will remain part of the energy mix for the foreseeable future, the revenue and influence tied to crude are already beginning to diminish. AI is not just about technology; it is a hedge, and potentially a new foundation for sustaining and even increasing their power in the rapidly shifting world order.
Saudi Arabia has stepped up its efforts to unify and restructure Yemen’s anti-Houthi forces after the rapid expansion and sudden implosion of the United Arab Emirates-backed secessionist Southern Transitional Council following Abu Dhabi’s military withdrawal from the country.
MEI Senior Fellow Mohammed Soliman joins hosts Alistair Taylor and Matthew Czekaj to discuss his new book, West Asia: A New American Grand Strategy in the Middle East. The book argues that it is time for the United States to move decisively away from nation-building and focus instead on order-building, outlining a framework for a new regional order that links Europe to the Indo-Pacific. Soliman also shares how he conceived of the core ideas behind his book and explains why his thesis is especially relevant in today’s geopolitical, economic, and technological landscape.
Trying to capture US President Donald Trump’s proudly unpredictable approach to foreign policy in fixed policy documents is inherently difficult. Surprise, leverage and improvisation are not bugs in Mr Trump’s world view; they are features. Yet the administration has now attempted this exercise twice: with the release of the National Security Strategy last December and the National Defence Strategy this January.
In the first year of his second term in office, US President Donald Trump focused considerable time and energy on the Middle East, but the results so far have been uneven. This report assesses the US government’s actions in the region over the past 12 months, from January 2025 through January 2026.
The decision by Washington and Tehran to shift their long-anticipated meeting, set for February 6, from Istanbul to Muscat is not merely a logistical detail. It is the latest reminder that when US-Iran diplomacy is on the verge of breaking down completely, Oman is the regional player the Iranian regime trusts the most to step in and mediate.
The US Commerce Department announced on November 19, 2025, that it had authorized the export of advanced American semiconductor chips to HUMAIN of Saudi Arabia and G42 of the United Arab Emirates. The approval enables both companies to purchase up to 35,000 Blackwell chips (GB300s). This sale is a core component of a broader “Compute Diplomacy” approach under the second administration of President Donald J. Trump, which was solidified following his May 2025 visit to the Gulf, where a series of multibillion-dollar artificial intelligence (AI) infrastructure agreements were signed.
The question facing international oil companies is not whether Libya has oil and gas to develop. It does. The question is whether the country’s current political, economic, and security conditions allow that potential to be converted into reliable returns — and whether near-term changes could alter that calculation.
One of Donald Trump’s achievements was to bring about a ceasefire in Gaza, even if an imperfect one.
As the rivalry between Riyadh and Abu Dhabi sharpens in Yemen and beyond, Turkey has begun edging closer to Saudi Arabia, sparking claims that a new regional order is taking shape: a Turkey-Saudi axis backed by a NATO-like defense architecture, implicitly aligned against Israel and the United Arab Emirates. This reading overstates the case.
President Donald Trump has sharply warned the Iranian regime to halt its brutal crackdown on protesters. Amid speculation that the US is preparing for military action in Iran, Washington should take the lessons and fundamentally different context of its successful June 2025 operation against the Islamic Republic into account as it plans for how to respond.
The final days of 2025 marked a turning point in the Middle East, as competition between Saudi Arabia and the United Arab Emirates in Yemen spilled out into the open. Tensions between the two coalition partners, which jointly launched a military intervention in Yemen in 2015, have simmered for years and are now rapidly escalating, with far-reaching implications for both Yemen and regional security more broadly.