Research & Commentary Results

The Islamabad Memorandum of Understanding (MoU) between the United States and Iran may have ended one of the most consequential Middle Eastern crises in decades, but it has not resolved the strategic problem it exposed. Whether the 60-day talks it set in motion will produce a final agreement remains far from certain.Yet the central lessons are already clear: Iran has preserved significant leverage, Washington has had to scale back its ambitions, and Europe and the Gulf face the prospect of protracted regional tension. Europe and the Gulf should therefore use the aftermath of the US-Iran deal to articulate their own “other MoU”: a Europe-Gulf Resilience initiative.

This study proposes a model for constraining and verifying Iran’s ballistic missile arsenal by employing a layered Strategic Verification Model with seven components: comprehensive baseline declarations; missile test and launch monitoring; intrusive inspections; quantitative and qualitative limits on missile capabilities; production controls, especially on solid-fuel manufacturing; a robust enforcement and compliance architecture; and regional confidence building measures.

After nearly four months of war, the US and Iran have signed a 14-point memorandum of understanding declaring the conflict over, reopening the Strait of Hormuz, and beginning talks toward a final deal. Alan Eyre, MEI Distinguished Diplomatic Fellow and a core member of the 2015 JCPOA negotiating team, joins host Alistair Taylor to unpack the deal’s implications for both countries, its ripple effects across the region, and what a lasting settlement would take.

Two and a half months into the blockade of the Strait of Hormuz, what lessons can markets draw from the resulting global energy shock? Colby Connelly, MEI Senior Fellow, joins hosts Alistair Taylor and Matthew Czekaj to assess the crisis’s impact on the energy industry. Together, they examine how producers are responding to the conflict in both the short and long term, how this moment differs from past energy disruptions, and how regional reverberations may shape international energy policies going forward.

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.

As Washington and Tehran edge closer to escalation, the most critical line of communication keeping the crisis from spiraling is being run not by polished diplomats, but by an unlikely figure: a Pakistani general. Field Marshal Asim Munir, Pakistan’s powerful army chief, has quietly become the key intermediary in the U.S.-Iran standoff, managing what may be the most important backchannel between the two sides. The mediation has thrust Pakistan to the center of the crisis while exposing it to enormous risk.

The UAE’s departure represents an undeniable strategic setback for OPEC+. Its most likely response will be to shore up the amount of output capacity subject to quotas. For now, there are two clear pathways it could take to accomplish this, although neither represents a quick fix.

President Donald Trump now appears to share a view gaining traction in some policy circles: that sustained pressure on Iran’s oil sector could inflict lasting damage on its production and eventually force Tehran to compromise. The thesis is appealingly simple, yet dangerously incomplete.

This bonus episode of Middle East Focus features a recent MEI Virtual Briefing. Director of Communications Zeina Al-Shaib is joined by MEI Distinguished Diplomatic Fellows Alan Eyre and Daniel Benaim to discuss the historic talks held in Pakistan last weekend between the United States and Iran. Tehran insists the US failed to gain its trust, while the US made its red lines clear and declared it would blockade Iranian ports in the Persian Gulf. What happens next? Eyre and Benaim offer insights into what goes on behind the scenes at such negotiations; identify the core issues at play; explore potential incentives to end the war; analyze the weaponization of energy; as well as assess the role of other regional players in this conflict.

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.

Hosts Alistair Taylor and Matthew Czekaj are joined by MEI Distinguished Diplomatic Fellow Amb. (ret.) Robert S. Ford to examine what is at stake for Iraq in the Iran war. The only country to have been hit by both sides, Iraq is caught in the middle of a regional conflict, with the local Iranian-backed Popular Mobilization Forces (PMF) carrying out attacks on American interests and personnel — and the US responding. This escalation comes at a period of internal political transition in Iraq, which has been locked in negotiations to form a new government since the November 2025 elections. Ford, who served as Deputy and later Acting Ambassador in Baghdad from 2008 until 2010, unpacks how Iraq is navigating the current moment, how the Kurdistan region fits into this equation, and what this all means for the future of US-Iraqi relations.

Libya’s stability has taken on renewed strategic importance as the impact of the US and Israeli war with Iran reverberates through global energy markets. Sustaining existing Libyan oil production depends on a governing arrangement capable of keeping ports open, pipelines flowing, and revenues distributed without triggering conflict.

The Gulf Cooperation Council (GCC) states are confronting the greatest threat to their economic security and energy strategy since their formation. The economic fallout of the US-Israeli war with Iran is severe, but uneven across the Gulf. So too is each state’s ability to sustain energy exports and protect critical infrastructure—both of which have been targeted unequally by Iran.  

The US-Israeli war against Iran has created the largest disruption to global oil and liquefied natural gas supplies in modern history. There is a tremendous amount of economic uncertainty for Gulf states to navigate, and it will reshape the way they engage with one another and with Iran, Israel, and the United States for years to come. But this war has also laid bare how urgently the United States needs to update its own approach toward the Gulf states when it comes to energy.