Research & Commentary Results

Saudi Arabia’s East-West pipeline is back in operation after a drone attack from Iraq, blamed on Iran-backed militias, shut it down for nearly two weeks. The pipeline is the kingdom’s main way to export oil while the Strait of Hormuz is closed, so the shutdown dealt another blow to global energy markets. How vulnerable is this route, and what does that mean for the kingdom and the world economy? This episode of Middle East Focus features a recent MEI Virtual Briefing in which Director of Communications Zeina Al-Shaib is joined by MEI Senior Fellow Colby Connelly and MEI Affiliate Yesar Al-Maleki. They examine the new geopolitical risks facing the oil market, what further losses of global supply could mean for Saudi Arabia and the world economy, and which buffers outside the Persian Gulf could ease the pressure.

On August 7, 2026, Saudi Arabia, Turkey, and Pakistan signed the Mecca Joint Défense Agreement, a collective-defense pact widely compared to NATO’s Article 5. This essay argues that the comparison is misleading. Mecca borrows NATO’s language of solidarity without yet possessing NATO’s institutional machinery, and the Houthi offensive against Saudi Arabia in September 2026 provided an early and revealing test of what the agreement actually means in practice. Neither Pakistan nor Turkey automatically entered the fight on Saudi Arabia’s behalf, and Washington, despite an initial reluctance to strike directly, remained indispensable through intelligence support and a major proposed F-35 sale. Drawing on realist alliance theory — Hans Morgenthau, Kenneth Waltz, Stephen Walt, Glenn Snyder, and Steven David — and on the precedent of the Central Treaty Organization (CENTO), the essay contends that the Middle East is not dividing into rival blocs but moving from hierarchy toward a looser, overlapping geometry of hedged partnerships, in which American exclusivity is eroding considerably faster than American primacy.

When Saudi Arabia, Turkey and Pakistan agreed to a mutual defense pact in August, it was principally seen as a political commitment. The “Mecca alliance,” as it was dubbed, stipulated that an armed attack on one would be treated as an attack on all three, accompanied by deeper military cooperation.

The outbreak of the war with Iran demonstrated the strategic value of maritime chokepoints in the Islamic Republic’s confrontation with the United States. But as Tehran’s strategy of using the Strait of Hormuz to pressure Washington seems to be backfiring, Iran is working with the Houthis to strengthen its leverage over another strategic chokepoint: the Bab el-Mandeb. The recent escalation in Yemen should be viewed within this context.

Over the past several weeks, the Houthis have seized the port city of Mokha, Yemen’s western coastline, and several islands in the Bab el-Mandeb Strait, and they are now massing around Marib and Taiz in the first major frontline shift since 2022. MEI Associate Fellow Nadwa Al-Dawsari joins host Matthew Czekaj to unpack the latest developments. Together, they discuss what has allowed the Houthis to advance against Yemeni government forces, the role the militant group plays in Iran’s regional strategy, and what it will take to contain the threat.

Saudi Arabia’s approach to the Iran war has been defined by a sustained effort to avoid direct entanglement. That restraint was notable given Riyadh’s position as Iran’s principal Gulf rival, its close security relationship with Washington, and its exposure to regional escalation. The kingdom made clear that it would not permit its territory or airspace to be used by any party for military action against Iran, avoided rhetorical alignment with Israel, and preserved the diplomatic channels with Tehran that were restored in 2023.

Iran is transforming its Axis of Resistance into a decentralized, Yemen-centered network that leverages the Houthis to threaten both the Strait of Hormuz and the Bab el-Mandeb, extending Tehran’s coercive reach over the world’s key maritime chokepoints and reshaping the post-war balance in the Middle East and Red Sea.

After the US-Israel-Iran war — and the strikes that followed the cease-fire — the Gulf states find themselves dangerously exposed. Host Alistair Taylor is joined by MEI Associate Fellow Gregory Gause to discuss the war’s impact on the Gulf, their partnership with the United States, and whether the turmoil of recent months will push Gulf leaders to reassess their alliances and international engagement.

This essay argues that the current debate about the future of the international monetary system is not really about Gulf currencies, oil pricing, or de-dollarization in the narrow technical sense. It is about something deeper and more important: whether institutional trust can survive when geopolitical certainty is eroding.

The Houthis are a political-military faction and Zaydi religious movement founded in northwestern Yemen in the 1980s. A key member of Iran’s Axis of Resistance with links to other militant organizations in the Arabian Peninsula and the Horn of Africa, the group has continued to pose a threat to Western interests on a global scale.

Saudi Arabia’s Vision 2030 has entered a sobering phase. The kingdom’s most ambitious megaprojects, conceived a decade ago during an era of oil-fueled confidence, are colliding with fiscal reality and a far more volatile external environment shaped by regional conflict and energy market disruption. What is unfolding is not the collapse of Crown Prince Mohammed bin Salman’s (MBS) diversification agenda, but a forced recalibration: a shift away from architectural spectacle toward economic pragmatism, reinforced by tightening fiscal space, institutional reprioritization under the Public Investment Fund’s (PIF) new strategy, and growing exposure to regional security risks.

Riyadh’s deepening engagement in Somalia reflects a calculated strategy to shape the emerging Red Sea security order, counter UAE and Iranian influence, hedge against U.S. uncertainty, and safeguard alternative energy export routes following the Strait of Hormuz closure.

The most recent cross-border hostilities between Afghanistan and Pakistan show how tensions have crossed a dangerous threshold.