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Cartel at Dusk: OPEC’s Future After the Iran War
  • Commentary
  • Cartel at Dusk: OPEC’s Future After the Iran War

    Something more consequential than another oil market disruption is underway. The Iran war has exposed and accelerated an institutional weakness within OPEC that had been building for years. The closure of the Strait of Hormuz, the UAE’s departure, Iraq’s brief flirtation with exit, and the continued rise of U.S. oil production all point to a deeper question about the cartel’s durability. The issue has shifted from OPEC’s ability to manage crises toward whether its model of collective discipline can withstand mounting structural strain.

    The Strategic Cost of Palestinian Powerlessness
  • Report
  • The Strategic Cost of Palestinian Powerlessness

    This report considers the lack of Palestinian political agency as a driver of regional insecurity that must be resolved before wider conflicts can be settled. The author analyses the conditions that contributed to the destruction of Palestinian political capacity, including Israeli policies, Palestinian shortcomings, and exploitation by Iran, and makes recommendations for an Arab strategic initiative.

    A Strategy to Win in Lebanon
  • Policy Memo
  • A Strategy to Win in Lebanon

    Lebanon is America’s next foreign policy win — if Washington acts now. The US has committed blood and treasure to neutralize Iran’s ability to project power and destabilize the Middle East. Lebanon is now the clearest opening to convert those investments into strategic gains and permanently dislodge the Islamic Republic from its most important regional foothold. Securing a sovereign Lebanon, achieving a lasting Israel-Lebanon peace, and dismantling Hizballah — the blueprint of Iran’s proxy model — would irreversibly weaken Tehran’s threat and consolidate a new regional order led by America’s partners before Iran has a chance to reverse its losses.

    Buying certainty: How Hormuz is redefining global shipping
  • Commentary
  • Buying certainty: How Hormuz is redefining global shipping

    At the recent Lianhe Zaobao Singapore-China Forum 2026 in Singapore, Professor Joseph Liow, dean of the Lee Kuan Yew School of Public Policy and chairman of the Middle East Institute at the National University of Singapore, suggested that the Strait of Hormuz (SOH) may be entering a “new normal”, one in which Iran — and perhaps Oman — could justify charging vessels fees for transiting one of the world’s most important waterways.

    Iraq is emerging as the Middle East’s strategic connector – but can it turn foreign competition into advantage?
  • Commentary
  • Iraq is emerging as the Middle East’s strategic connector – but can it turn foreign competition into advantage?

    Iraqi Prime Minister Ali al-Zaidi is on something of a diplomatic roll at the moment. Having concluded a weeklong visit to the United States on July 19, 2026, during which he charmed President Donald Trump, al-Zaidi is now expected to head to Tehran to do the same with Iran’s new leaders. Trips to Qatar, Saudi Arabia, Turkey and Syria all figure on his itinerary, too.

    A Strategy to Win in Lebanon
  • Report
  • A Strategy to Win in Lebanon

    This report outlines an actionable US roadmap to win in Lebanon, comprising eight chapters of specific policy interventions across the security, economic, and political dimensions needed to secure a sovereign Lebanon, lock in US gains against Iran, and permanently end the Israel-Lebanon conflict.

    July 15, 2026

    Achieving a Permanent End to the Israel-Lebanon Conflict
  • Analysis
  • Achieving a Permanent End to the Israel-Lebanon Conflict

    As part of a report outlining an actionable US roadmap to win in Lebanon, this article posits a successful outcome will require more than just negotiations: sustained pressure on Hizballah and Iran, internal reforms in Lebanon, Arab state help, and more proactive American support — not just money, but advice — for the Lebanese army.

    Lebanon-Israel Border Disputes: A Guide for American Mediation
  • Analysis
  • Lebanon-Israel Border Disputes: A Guide for American Mediation

    As part of a report outlining an actionable US roadmap to win in Lebanon, this paper examines how the United States might mediate the settlement of Israel-Lebanon differences over the line that divides them into separate jurisdictions.

    July 15, 2026

    Setting the Lebanese Armed Forces Up for Success
  • Analysis
  • Setting the Lebanese Armed Forces Up for Success

    As part of a report outlining an actionable US roadmap to win in Lebanon, the author discusses options for American military assistance to the Lebanese Army in the effort to disarm Hizballah and regain Lebanese sovereignty.

    Operationalizing the Trilateral Framework Agreement
  • Analysis
  • Operationalizing the Trilateral Framework Agreement

    As part of a report outlining an actionable US roadmap to win in Lebanon, this article analyzes the Tripartite Framework Agreement signed by representatives of the United States, Israel, and Lebanon, and compares previous US-led peacekeeping mechanisms.

    July 15, 2026

    Lebanon Is Washington’s Next Win
  • Analysis
  • Lebanon Is Washington’s Next Win

    As part of a report outlining an actionable US roadmap to win in Lebanon, this article discusses the role of the United States in defeating Hizballah and achieving a permanent end to the conflict between Lebanon and Israel.

    Hizballah’s Deep State: The Real Challenge of Disarmament in Lebanon
  • Analysis
  • Hizballah’s Deep State: The Real Challenge of Disarmament in Lebanon

    As part of a report outlining an actionable US roadmap to win in Lebanon, this article argues that to strengthen the Lebanese state, accelerate economic recovery, and permanently reduce Iran’s influence, the United States should support efforts to dismantle Hizballah’s financial networks, political influence, and parallel institutions as well as reform the judicial system.

    July 15, 2026

    From Player to Referee: Dismantling the Culture of Entitlement and Cartelization in Lebanon
  • Analysis
  • From Player to Referee: Dismantling the Culture of Entitlement and Cartelization in Lebanon

    As part of a report outlining an actionable US roadmap to win in Lebanon, this article calls on the  international community to focus on helping Lebanon transition from a market participant to a neutral Referee, strictly enforcing competition and the rule of law across both the public and private sectors.

    July 15, 2026

    Owning the Recovery: Supporting Lebanese-Led Reconstruction Without Repeating the Past
  • Analysis
  • Owning the Recovery: Supporting Lebanese-Led Reconstruction Without Repeating the Past

    As part of a report outlining an actionable US roadmap to win in Lebanon, the author analyzes previous international donor strategies in Iraq, Lebanon, and Ukraine as Washington and its Gulf partners consider how to assist the new Lebanese government in crafting and implementing a national recovery plan.