Skip to Content

Analysis

Filter by
5929 Results
Trump’s Missions Unaccomplished on Foreign Policy
  • Analysis
  • Trump’s Missions Unaccomplished on Foreign Policy

    Three months after the Iran war began, the United States and Iran are engaged in talks aimed at ending the crisis, even as both sides conducted limited military strikes against each other this week and a separate-but-linked conflict between Israel and Hizballah in Lebanon continued to escalate.

    The Impact of the Iran War on the Gulf’s Grand AI Plans
    Photo by Ryan Lim / AFP via Getty Images
  • Analysis
  • The Impact of the Iran War on the Gulf’s Grand AI Plans

    When Iranian drone strikes hit two of Amazon’s data centers in the United Arab Emirates and Bahrain in early March, amid the ongoing US-Israeli war with Iran, much of the media’s reflex was to declare it the end of the Gulf’s artificial intelligence (AI) ambitions. That read is misguided, and it misses why what Iran was trying to accomplish failed.

    Syria’s New Investment Law and the Return of State-Mediated Market Access
  • Analysis
  • Syria’s New Investment Law and the Return of State-Mediated Market Access

    As Syria moves toward reconstruction, the country’s new authorities have already made a consequential decision about who will control the postwar economy. Last June, President Ahmed al-Sharaa enacted Investment Law 114 by presidential decree, granting sweeping and permanent concessions to investors. Yet rather than make those incentives broadly accessible, the law preserves the country’s longstanding model of state-mediated market access.

    May 21, 2026

    What Does the UAE’s Departure Mean for OPEC+?
  • Analysis
  • What Does the UAE’s Departure Mean for OPEC+?

    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.

    Trump Planned for Pressure on Iran, but Not the Global and Domestic Blowback
  • Analysis
  • Trump Planned for Pressure on Iran, but Not the Global and Domestic Blowback

    The limelight for American foreign policy shifts to Beijing this month, where US President Donald Trump and Chinese President Xi Jinping will meet on May 14-15 to address a long list of unresolved issues. But the Iran war and still unfolding geo-economic calamity resulting from it cast a long shadow. One thing to watch for is whether China or the US feels like it has a stronger hand in light of recent events in the Middle East.

    Battered but Still Standing, Egypt Tries to Weather the Economic Ravages of the Iran War
  • Analysis
  • Battered but Still Standing, Egypt Tries to Weather the Economic Ravages of the Iran War

    While Egypt is not in the direct line of fire in the US-Israeli war with Iran, its economy is acutely vulnerable to the conflict. In addition to the rising energy prices and shortages that have affected much of the world, it also struggled with issues that reflected its economy’s own underlying structural vulnerabilities.

    From Hormuz to the Sahel: A Fertilizer Shock, and a Maghreb Solution
  • Analysis
  • From Hormuz to the Sahel: A Fertilizer Shock, and a Maghreb Solution

    The war-time disruptions of international shipping passing through the Strait of Hormuz are spreading through the fertilizer market and affecting supply chains encompassing regions that have no margins to absorb the impact. The Sahel is one such region and now faces a severe threat of widespread hunger.

    Why Iran’s Oil Pain Does Not Guarantee Capitulation
  • Analysis
  • Why Iran’s Oil Pain Does Not Guarantee Capitulation

    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.

    April 29, 2026

    Iran War Is Souring Americans on the Middle East
    Photographer: Graeme Sloan/Bloomberg via Getty Images
  • Analysis
  • Iran War Is Souring Americans on the Middle East

    The opposition in Congress is attempting to force a war powers vote on the Trump administration’s Iran operation, with an eye toward the 60-day deadline on military action legally imposed on the executive branch; and key defense-spending measures are also on the immediate horizon. These actions on Capitol Hill could shape the trajectory of how the US moves forward in Iran and the region — and influence Americans’ overall appetite for long-term engagement in the Middle East.

    Has Iran’s Ideology Actually Hardened?
  • Analysis
  • Has Iran’s Ideology Actually Hardened?

    Israel’s killings of Ali Larijani and Kamal Kharazi were meant to do more than remove two senior figures from the Islamic Republic’s political landscape. And yet the regime did not break.

    American Bases in the Gulf: Targets or Deterrents?
  • Analysis
  • American Bases in the Gulf: Targets or Deterrents?

    Did the presence of American military bases in the Gulf monarchies draw those states into the American-Israeli war against Iran, a war they had no say in initiating and no voice in prosecuting? That is certainly the feeling among some citizens of those states.