Gulf and Arabian Peninsula

The spotlight in America this week is trained on the home front, with growing tensions inside the country over President Donald Trump’s immigration crackdown and a showdown unfolding on the streets of Los Angeles. At times like these, the rest of the world has a way of intruding, sometimes unexpectedly, and Trump 2.0’s foreign policy is still struggling to produce a major positive outcome from its frenetic activity trying to end kinetic wars while prosecuting an unprecedented economic war with much of the rest of the world.

A day before Air Force One touched down in Riyadh to kick off US President Donald Trump’s three-country tour of the Gulf, Saudi Arabia made a pivotal announcement. The kingdom, long synonymous with oil, revealed a major investment in artificial intelligence (AI) through its newly launched company, HumAIn. This pivot, explicitly timed to coincide with Trump’s visit starting on May 13, and in anticipation of the signing of multiple tech deals between US and Gulf firms during the trip, signaled a profound shift in US-Saudi relations — from a traditional oil-for-security alliance to a partnership centered on AI and digital infrastructure.

Near-term progress in a renewed nuclear agreement between the United States and Iran could add further downward pressure to a delicate oil market, potentially heralding more fiscal pain for Gulf oil producers and complicating US energy strategy.

Hosts Alistair Taylor and Matthew Czekaj speak with MEI Senior Fellow Mohammed Soliman about President Donald Trump’s recent trip to Saudi Arabia, the UAE, and Qatar, which yielded a wave of major US-Gulf tech and AI deals. Soliman explains how these partnerships mark a shift in the relationship—from oil and arms to compute power and data infrastructure—and what it means for the Gulf’s strategic role in the global AI ecosystem.

The harsh realities of the region’s threats and challenges, like Iran and the Gaza war, stubbornly persist following the pomp and circumstance of Trump’s “spring bling” tour, which featured eye-popping dollar figures and an offer of a luxury jumbo jet from Qatar.

MEI Senior Fellow Iulia Joja delivers a sharp and timely warning against Russia being offered a direct role in US-Iran negotiations. Far from acting as a neutral broker, Moscow wants to leverage this moment to reshape the balance of power in the Middle East. From meetings in Muscat to tightening alliances with Tehran and Beijing, Joja unpacks how Putin’s diplomacy is less about peace — and more about building up Russian influence against the US. Washington should be paying close attention.

The sudden announcement of a US-Houthi ceasefire, brokered by Oman, has halted Washington’s air campaign in Yemen and raised urgent questions about the future of Red Sea security. What prompted the deal, and what are its implications for maritime shipping, regional alliances, and the trajectory of Yemen’s civil war? This episode explores the strategic motivations behind the ceasefire, the role of Iran and Saudi Arabia, and how the Houthis could leverage the pause to regroup and expand their influence across the Horn of Africa.

One of the strategic thrusts of the opening months of Trump’s second terms has been aimed at deepening America’s economic engagement with the leading economies of the Gulf. Thus, the first leg of his trip to the region resulted in a template for deeper US-Saudi ties.

Neoconservatives and MAGA isolationists are locked in a battle for the soul of Republican strategy. Nowhere is the split more glaring than over the Middle East: hawks view it as a proving ground for American power and allegiance to Israel, while isolationists see only endless wars that have bled America dry. Where does Trump fall in this tug-of-war?

This week, US President Donald Trump makes his inaugural visit to the Middle East since the start of his second term, traveling to Saudi Arabia, Qatar, and the United Arab Emirates on May 13-16. Amid the heightened focus on US policy toward the Middle East, MEI’s experts take stock of Trump’s trip to the Gulf, how his administration has shaped its approach to the wider region in its first several months, and how regional actors are responding to the policies coming out of Washington.