MENA Energy Recap, Q2-2026: Mideast Energy Confronts its Hormuz Era
The MENA Energy Recap is a quarterly review of key energy developments that took place in the region from April through June of 2026 and what they signal in the months ahead. The Recap views these developments through the lens of policy and strategy, energy security, and markets.
From Player to Referee: Dismantling the Culture of Entitlement and Cartelization in Lebanon
As part of a report outlining an actionable US roadmap to win in Lebanon, this article calls on the international community to focus on helping Lebanon transition from a market participant to a neutral Referee, strictly enforcing competition and the rule of law across both the public and private sectors.
Owning the Recovery: Supporting Lebanese-Led Reconstruction Without Repeating the Past
As part of a report outlining an actionable US roadmap to win in Lebanon, the author analyzes previous international donor strategies in Iraq, Lebanon, and Ukraine as Washington and its Gulf partners consider how to assist the new Lebanese government in crafting and implementing a national recovery plan.
Over the past four years, Hay’at Tahrir al-Sham (HTS) has tried to transform itself from a faction of the Global Jihad movement into the de facto local military and governing power in north-west (NW) Syria. This shift requires the group to seek sources of funding other than al-Qaeda and its donors; consequently, HTS has undertaken a slow but steady takeover of the economy in NW Syria, from financial services and oil and gas to internet and telecommunications. This paper lays out how that process has taken place and provides a detailed look at the economics of HTS.
It's Now or Never: Lebanon Policy Conference Key Takeaways
Over the course of two weeks in May and June, the Middle East Institute hosted its inaugural Lebanon policy conference in collaboration with the American Task Force on Lebanon (ATFL) and LIFE. This series of events brought together leading diplomats, policymakers, economists, development practitioners, and think tank professionals from the U.S., Europe, the Middle East, and Lebanon to discuss the urgency and viable paths forward for the country’s political, financial, and humanitarian crises.
In this policy paper, Dr. Karen E. Youngsets out to delineate and compare economic diversification efforts underway in the GCC that might prove useful in the Iraqi context, for the state as a whole, and measures that might be adopted in the context of the Kurdistan region.
Pakistan needs to reframe its regional connectivity push
On April 8, the top U.S. diplomat in Pakistan visited the Chinese-operated port of Gwadar — the first such visit by an American official in 15 years. The move appears to be part of a campaign by Pakistan to promote its regional connectivity agenda and simultaneously signal that this effort isn’t solely wedded to China and its Belt and Road Initiative.
Agricultural technology in the Middle East: Sowing the seeds of the future
Over the last decade, new technology has been developed to address agriculture’s longstanding structural problems related to unproductive farming soils and water shortages. Such initiatives could potentially play a pivotal role in promoting food systems’ resilience across the region. These technologies are designed to increase and improve the outputs of the agricultural sector, while using less energy and more sustainable methods. Responding to the need to promote sustainable agricultural growth, agricultural technology (or “agritech”) today aims to reduce agrarian waste and the use of chemical fertilizers. Looking to the future — while taking cues from the past — may unlock the solutions to the region’s desperate food insecurity.
Iranian sanctions evasion and the Gulf’s complex oil trade
Sanctions have had a devastating impact on Iran’s oil production and exports, preventing much-needed investment in the country’s ageing fields and barring it from legally exporting crude oil to global customers. Using a range of evasion tactics, however, Iran has succeeded in circumventing sanctions and maintaining a steady — albeit much lower — level of crude exports. The Gulf’s complex regional oil market has facilitated these tactics, providing the perfect environment for trade in oil that U.S. sanctions designate as illicit.
Although it has been more than 18 months since Iraq’s October 2019 protests, many of the big questions raised remain unanswered, most of which revolve around the sustainability of the post-2003 political system and its ability to correct itself over time.
“Death by a thousand cuts”: Syrian refugees face dire conditions as Lebanon unravels
Syrian refugees in Lebanon are now in a state of legal limbo and have been pushed further to the margins of society and into the arms of smugglers and profiteers as they, along with most Lebanese, desperately try to survive in a country described by one of its own political leaders as a sinking ship.
The unfolding struggle for political survival in Lebanon
Lebanon’s political leaders are getting deeper into trouble, and they know it. This does not make them any less dangerous. Recurring skirmishes over cabinet formation — namely those referencing constitutional powers, cabinet size, sectarian representation, and ministerial allocation — continue to dominate the public discourse and waste precious time. They remain, however, peripheral to the central issue that establishment parties currently face: an all-out struggle for political survival at a time when tough and unapologetic decisions need to be made.
Making sense of the Iran-China strategic agreement
The 25-year agreement between Iran and China that made headlines this past month is far from new. It was first announced in 2016 during a state visit by President Xi Jinping to Tehran, at a time when sanctions on Iran were being lifted as part of the 2015 nuclear deal. Chinese and Iranian officials have been working out the details of the deal ever since as part of a slow process of consultation and negotiations. The timing of the latest announcement about the agreement is, therefore, less about developments in relations between Beijing and Tehran and more about the fast-deteriorating relations between Beijing and Washington. China is looking to identify areas where it can cultivate leverage, and Iran is a prime opportunity.
