Research & Commentary Results

The Sept. 14 attack on key Saudi oil facilities, which knocked out over half of the kingdom’s oil production, has signaled a significant change in approach toward regional and global security. It’s clear that things won’t be the same again. But what does it mean for Russia?

The attack reduced Saudi oil production by 5.7 million barrels per day (bpd), leading to a sharp rise in global oil prices of nearly 20%. Although this was a very important development from an energy and economic perspective, we should not underestimate the political and security ramifications either. The entire paradigm of a secure Gulf under the protection of the U.S. military umbrella has been undermined.

The unprecedented attack on critical Saudi oil infrastructure in Abqaiq and Khurais on Sept. 14 came just days after U.S. President Donald Trump’s dismissal of hawkish National Security Advisor John Bolton had opened a narrow window of diplomacy for Iran-U.S. negotiations to deescalate spiraling tensions.

Riyadh has military options for retaliating against Iran. The Trump administration needs to persuade Saudi leaders not to use them.

This week’s briefing on recent news and upcoming events in the region featuring Gerald Feierstein, Alex Vatanka, Eran Etzion, Gonul Tol, Amal Kandeel, Marvin G. Weinbaum, Michael Sexton and Eliza Campbell.

At a trilateral summit in Ankara earlier this week, President Recep Tayyip Erdogan sat back and ate treats as Iranian President Hassan Rouhani told the world that efforts to topple the Assad regime have failed. The scene was a stark reminder of how far Turkey’s Syria policy has shifted.

Saudi Arabia is under direct assault, and America’s response is muted. Despite U.S. President Donald Trump’s verbal threats against Iran, which is behind the attack, he’s not seriously contemplating using force. What’s most urgent now for U.S. policymakers is how to prevent this from happening again and how to most effectively defend U.S. partners from aggression in this still vital part of the world.

Saudi Arabia surprised the global oil and gas industry earlier this month by reshuffling its top two energy positions. Long-serving technocrat Khalid al-Falih was ousted as chair of Saudi Aramco one day and as head of the Ministry of Energy the next.

In late July, Lt. Gen. Michael Anker Lollesgaard left Yemen after his six-month term as the second head of the UN Mission in support of the Hodeida Agreement (UNMHA) came to an end. Unlike his predecessor, Maj. Gen. Patrick Cammaert, who departed quietly, Lollesgaard was given a proper sendoff from Sana’a. A senior Houthi commander, Maj. Gen. Ali al-Musheki, even went so far as to describe Lollesgaard as “a conscientious military commander.”

This week’s briefing on recent news and upcoming events in the region featuring Ruba Husari, Paul Salem, Gerald Feierstein, Amal Kandeel, Grace Wermenbol, Robert S. Ford, Charles Lister, and Gonul Tol.

One important dynamic that is not acknowledged enough is the intensifying competition between Russia and Iran to determine the future shape of Syria and their position in it. While the very real competitive dynamic between Moscow and Tehran will never transition to hostility, it is beginning to have a very real effect on the evolution of major aspects of the crisis — from active conflict theaters, to the structures of the state, control over resources, and the prospect of intra-state conflict on Syrian soil.

This week’s briefing on recent news and upcoming events in the region featuring Marvin G. Weinbaum, Robert S. Ford, Fatima Abo Alasrar, Jean-François Seznec, Michael Sexton and Eliza Campbell.

Khalifa Hifter has managed to garner outside support by appealing to foreign states’ desire for a stable Libya, but this rogue former general and would-be authoritarian has proven a troublesome proxy. In supporting his ongoing offensive on Tripoli, foreign states are undermining their own narrative of authoritarian stability.

Over the past few weeks, my colleagues at MEI have debated whether the U.S. should stay in Syria or leave. Here I’d make a different argument: that it doesn’t really matter. The president has already made the decision to leave, and while his aides may have been able to slow roll the troop drawdown, the reality is that Donald Trump has made it clear the U.S. will not disburse any additional resources. Even within the 2020 Democratic field, not a single candidate has advocated increasing resources.

Unlike most other goods, the inflation-adjusted prices of oil and oil derivatives actually became cheaper in the years after the Syrian uprising and the loss of most of the country’s oil fields. Iran stepped in to fill the gap by shipping oil by sea through the Suez Canal. In recent months, however, these shipments seem to have ground to a halt, crippling regime-controlled areas. This paper examines several competing explanations for the slowdown in Iranian oil shipments, explores a range of possible responses for the Assad regime, and takes a closer look at the implications for the regime, its allies, and regular Syrians.

This week’s briefing on recent news and upcoming events in the region featuring Randa Slim, Gerald Feierstein, Alex Vatanka, Robert S. Ford, and Michael Sexton.