Research & Commentary Results

Israelis turned out in their highest numbers in decades on October 27 for the country’s first election since the Hamas attacks of October 7, 2023. Prime Minister Benjamin Netanyahu’s bloc lost 15 seats and its Knesset majority, but Gadi Eisenkot’s opposition bloc also fell short, leaving Arab parties, with a record 19 seats, potentially decisive in forming the next government. MEI Senior Fellow Natan Sachs joins hosts Alistair Taylor and Matthew Czekaj to unpack the results, the coalition math, and what comes next for Israel’s security policy, the wider region, and US-Israeli relations.

Wars are decided by those who hold military power, but their costs are increasingly borne by those who have little or no voice in the decisions that start them. The US–Iran war shows this imbalance very clearly. Its economic consequences have gone far beyond the battlefield and have disrupted energy markets, trade routes, food supplies, public finances and investment in the Gulf, Europe, Africa and Asia. The most striking feature of the conflict, however, is not only the size of the damage but its very unequal distribution.

Israel is preparing to hold what may be its most consequential election in decades. On October 27, Prime Minister Benjamin Netanyahu will face his first electoral test since October 7, 2023. In this bonus episode of Middle East Focus, we present the audio from a recent MEI webinar, hosted in Israel on the eve of the vote. Senior Fellow Natan Sachs is joined by Dr. Shira Efron, Distinguished Chair for Israel Policy and senior fellow at the RAND Corporation, and Neri Zilber, veteran journalist and Financial Times correspondent. They explore what’s at stake in this historic election and how different outcomes could reshape Israel’s domestic politics and the wider region.

Israel’s national anthem, Hatikva, means “the hope.” Israel is not just another country, but the culmination of a 2,000-year-old dream of national redemption. The rebirth of the Jewish people’s ancestral homeland, just three years after the Holocaust, was a miraculous triumph of hope over all odds.

Today, that hope has been shattered and the elections on October 27 have become the most consequential in Israel’s history.

Crude oil is flowing out of the Gulf again, but the market is no better prepared for another disruption in the Strait of Hormuz. It has assembled a temporary system for managing one. Crude exports from the Gulf, excluding Iran, returned to pre-war levels in September, while total Gulf shipments reached 15.5 million barrels a day, more than 80% of the pre-conflict volume.

In less than two decades, a string of offshore discoveries has turned the Eastern Mediterranean into a significant gas-producing region, making Israel an exporter, twice lifting Egypt into the ranks of liquefied natural gas (LNG) exporters, and giving Cyprus finds it has yet to bring to market. This backgrounder explores the potential and challenges of exploiting and managing LNG resources in the region.

A year after world leaders gathered in Sharm el-Sheikh to mark the end of the war in Gaza, Israel controls about 70% of the Strip, Hamas retains its arms, and reconstruction has yet to begin. Meanwhile, in the West Bank, record settler violence and settlement expansion are colliding with a Palestinian Authority on the brink of fiscal collapse. Hosts Alistair Taylor and Matthew Czekaj are joined by MEI Associate Fellow Tahani Mustafa to discuss why the Gaza peace plan is deadlocked, an increasingly emboldened Israel in the West Bank, Mahmoud Abbas’s postponement of Palestinian elections, the Palestinian Authority’s deepening economic crisis, and what role the US could play.

The Israeli government’s plan to build 3,401 housing units in the 12-square-kilometer E-1 corridor, between Jerusalem’s municipal boundary and the Israeli settlement of Ma’ale Adumim, would cut the West Bank in two. Israeli officials are under no illusion about the implications. Announcing the plan’s approval in August 2025, Finance Minister Bezalel Smotrich called it a “significant step that practically erases the two-state delusion.”

Brian sits down with Andrew J. Tabler, the Martin J. Gross Senior Fellow in the Linda and Tony Rubin Program on Arab Politics at The Washington Institute, to trace his unique and distinctive path from Oil City, Pennsylvania, to fourteen years living and working in the Middle East. Tabler discusses his time in Syria under the Assad regime, his service as director for Syria at the National Security Council and as senior advisor to the Special Envoy for Syria Engagement at the US State Department’s Bureau of Near Eastern Affairs in the first Trump administration, and explains how these experiences shaped his perspective and inspired him to found the Drake Energy Forum.

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.

The 20-point plan for Gaza introduced before the war with Iran began has languished, with no meaningful recovery, reconstruction, Hamas disarmament, governance transition, or Israeli withdrawal. The diplomatic pivot back to Gaza in late July and early August suggests that the Iran war’s stubborn persistence may be causing the US and regional actors to seek wins on other fronts.

There may be no near-term resolution to the conflict between the United States, Israel, and Iran. The cease-fire and memorandum of understanding (MoU) signed on June 18  have broken down, there is little diplomatic engagement, and new flare-ups in early September indicate a further round of escalation. Gulf states may have no choice but to protect their assets and populations while trying to deter Iran by finding mechanisms of both containment and accommodation.

Across the Gulf, views differ widely on how the Iran war can and should end, and what the region will look like once it does. Yet on the crisis over the closure of the Strait of Hormuz, the view is near-unanimous that a repeat is not only possible but likely. That expectation, more than any single incident over the past year, is becoming a major driver of decision-making in industry and policy circles alike.

Japan’s Foreign Minister Motegi Toshimitsu phoned his Iranian counterpart, Abbas Araghchi, on Sept. 8, 2026, to express concern over the de facto closure of the Strait of Hormuz. It was reportedly the ninth such phone call between the pair since March.