Research & Commentary Results

This is a special edition of the MENA Energy Recap — a quarterly review of key energy developments that took place in the region from January through March of 2026 and what they signal in the months ahead. For Q1-26, the recap considers some of the long-term implications of the ongoing war in the region, which have caused the largest energy supply disruption in history, and what lessons these events hold for both near- and long-term energy dynamics in both the Middle East and the wider world.

In 2025, jailed PKK leader Abdullah Öcalan made a historic call for the group to disarm and dissolve, raising hopes of ending a 40-year conflict that has shaped Turkey and the wider region. Months later, the PKK symbolically laid down arms in what many viewed as a breakthrough moment for the peace process.

The Middle East is both central to key United States interests and prone to instability. Yet US national security and defense strategic guidance has struggled to account for the unique demands of the region. Calls for strategic divestiture from the region have grown in prominence among analysts and policymakers alike in recent years.

After a decade of post-Arab Spring isolation, Turkey’s leaders have recognized that their ambition to position the country as an agenda-setter on the world stage requires active engagement in all directions. President Recep Tayyip Erdoğan’s consolidation of executive authority has centralized foreign policy decision-making and tied it to his domestic political priorities, transforming the country’s revisionist approach to one shaped primarily by personal and pragmatic interests.

The Iran war has posed significant immediate challenges for Turkey, including rising energy prices. But Turkish officials think that Ankara could reap benefits from the war in the long term.

China’s expanding role in the Middle East is often framed as geopolitical rivalry with other global powers, including the United States, Russia, India, and others; but this lens obscures the strategic subtlety of Beijing’s approach.

After months of trying to head off a US-Israeli war with Iran, Turkey now finds itself caught in the middle of it — and deeply concerned that a prolonged, regionalized conflict could pose serious security, economic, and political risks.

Once again, Iran and its proxy, Hezbollah, have dragged Lebanon into a war. But there are differences today. These differences are a cause for hope.

The balance of power in the Middle East is shifting. Iran is on the defensive — its military capabilities were badly degraded by last year’s 12 days of Israeli and US strikes, and growing protests at home have made the regime look more vulnerable than it has in years.

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.

Media and politicians on both sides of the Atlantic are hyping the idea that President Trump’s attempt to gain sovereign control of Greenland has caused unprecedented and irreparable damage to the over 75 year-old Transatlantic Alliance.  This “analysis” stems from multiple sources.  On both sides of the ocean, there are those who pounce on any deviation from the norm by Trump as evidence the world as we know it is ending. And in Europe, there is the human but unattractive reaction of weak, dependent states against their one powerful ally when it rejects Europe’s preferred script. Much of the US media criticism is summarized by the concept that our other NATO allies can never again “trust” the US.