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.
Many of the immediate consequences of the Israeli-American war with Iran are already clear. The further emergence of drones and missiles as dominant weapons of war; the danger to the global economy from the threats to vital chokepoints such as the Strait of Hormuz and the Bab el-Mandeb; and the inadequacy of US weapons procurement, among other issues, have garnered widespread and entirely merited attention.
MINURSO’s Future: What the Security Council’s Choice May Reveal
As the United Nations Security Council (UNSC) approaches the October 31 renewal deadline of the UN Monitoring Mission in Western Sahara (MINURSO), the mission’s longer-term future remains uncertain. Another largely unchanged renewal remains a likely immediate outcome. But beyond that holding pattern, three possible scenarios are also on the table.
How Lebanon can be Trump’s first success in a troubled region
The Trump administration has done more than any of its predecessors to restore sovereignty for a much traumatized nation, Lebanon. The Israel Defense Forces’ operations in 2024 against Hezbollah decimated that organization, long the “A Team” in global terror.
The Americans Are Gone. Will Iraq’s Militias Disarm?
On September 30, the US completed its military withdrawal from Iraq, ending a 12-year-long mission to combat ISIS that began in 2014. The date was also meant to be the deadline for disarming the largely Iranian-backed militias known as the Popular Mobilization Forces (PMF), but Prime Minister Ali al-Zaidi has now pushed that cutoff back to June 30, 2027. MEI Distinguished Diplomatic Fellow Amb. (ret.) Robert S. Ford joins hosts Alistair Taylor and Matthew Czekaj to discuss what the US military withdrawal means for Iraqi security and the nature of the bilateral relationship going forward. They also speak about what it will take for Baghdad to bring the PMF militias to heel, and how Iraq may navigate the post-Iran war era.
Western Sahara, a sparsely populated territory on the Atlantic coast of northwest Africa, is the site of one of the continent’s longest-running territorial disputes. The conflict dates to Spain’s withdrawal from the territory in 1975, after which Morocco Algeria, and Mauritania vied for control over the former colony.
Proponents of the war with Iran have taken recent increases in crude-oil flows through the Strait of Hormuz as proof that the US strategy is finally working. President Trump is so confident in this that he recently rejected a seven-day plan, set forward by Iran’s foreign ministry, to end the war and open the strait. The United States is “winning tremendously,” Trump boasted.
Special Episode: Saudi Oil After the East-West Pipeline Attack
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 Mecca Alliance Meets the Red Sea – Saudi Arabia’s New Defense Pact Faces Its First Major Test
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.
When the US and Israel launched military action against Iran on February 28, 2026, it set in motion a chain of events that saw violence spread across the Middle East. Yet as the region found itself engulfed in conflict, Syria has experienced its most peaceful months in 15 years, and the government in Damascus appears determined to stay its course toward recovery.
Iran’s Strategic Thinking: Lessons Learned and What Comes Next
The major wars Iran fights become the prism through which its leaders interpret future threats and opportunities. For four decades, Iranian foreign policy has reflected lessons learned from the Iran-Iraq war of 1980-88. Similarly, the US-Israeli wars of 2025 and 2026 will shape how Tehran thinks about deterrence, diplomacy, regional relationships, and the use of military power.
Egypt: How the Iran War Has Affected Egypt’s Calculations
Egypt, which is not party to the war on Iran, has become a target as well as an intermediary in the conflict. As a result, the war has affected Egypt’s future calculations, particularly in three major areas: its economy, its security, and its regional alliances.
Europe did not choose the war with Iran, and most European governments still resist describing themselves as participants in it. But six months of military basing, missile-defense drawdowns, energy shocks, sanctions pressure and planning for possible migration crisis have made that distance harder to sustain.
Algeria and Morocco have long been at odds, but recent diplomatic moves may signal a widening geopolitical split in North Africa. Hosts Alistair Taylor and Matthew Czekaj are joined by MEI Senior Fellow Intissar Fakir to unpack Algeria’s decision to sever diplomatic ties with the United Arab Emirates and Morocco’s warming relations with both the UAE and Israel. They also explore linkages between these diplomatic shifts and the Western Sahara conflict, Moroccan domestic concerns, particularly in light of this week’s elections, as well as broader regional stability.
The Legacy of Morocco’s Gen Z Protests: Development as the New Political Language
Moroccans head to the polls on September 23 in a parliamentary election that is meant to formally close the chapter opened during last year’s Gen Z 212 protests. The demonstrations, which erupted almost exactly a year ago, drew attention to the mismatch that exists between Morocco’s economic and geopolitical ambitions, and the stark reality of its lagging domestic development.
