Gulf and Arabian Peninsula

The MENA Energy Recap is a quarterly review of key energy developments that took place in the Middle East and North Africa region from January to March 2025 and what they signal for the months ahead. The Recap views these developments through the lenses of policy and strategy, energy security, and markets.

US President Donald Trump surprised Israeli Prime Minister Benjamin Netanyahu by publicly announcing “direct” talks between the United States and Iran set to take place later this week. The American president also unleashed global economic uncertainty by announcing simultaneous, unexpectedly high tariffs on dozens of countries around the world — including a 17% duty on Israel — and kicking off an escalating global trade war.

President Donald Trump confirmed this week that he plans to travel to Saudi Arabia and other Middle East countries later this spring. This visit will bring the region into sharper focus at a time when Trump’s priorities have focused closer to home and on his unique brand of economic warfare.

President Donald Trump is focused on realizing two transformative breakthroughs that his predecessors failed to accomplish: an end to the Arab-Israeli conflict, centered on a tripartite US-Saudi-Israeli deal, and an agreement between the US and Iran. Both would be historic achievements. So far, however, progress in each case has proven difficult and plodding.

President Masoud Pezeshkian might be the loneliest man in Iran. Just eight months into his term in office, he is already losing the support of those who once championed him. While the Iranian presidency is a thankless job, Pezeshkian is not helping his own case.

The leaked Signal chat among top US administration officials discussing military strikes against the Houthis laid bare the central problems with Trump 2.0’s nascent national security approach: a strong inclination to prioritize tactics and propaganda in statecraft without a clear and practical strategic framework to deal with the biggest challenges in the world and in the Middle East.

Iran is accumulating enough near-weapons-grade enriched uranium to build a nuclear weapon within weeks or months, not years. President Donald Trump, having withdrawn the United States in 2018 from the nuclear deal that would have postponed that possibility, is now appealing for negotiations with Tehran. But in the Middle East, the nuclear question does not concern only Iran.

President Donald Trump’s administration dialed up its use of military power in the Middle East this past week just as it took more steps to dismantle American institutions central to advancing peace and stability through diplomacy.

In response to the request for information (RFI) from the National Science Foundation (NSF) and the Office of Science and Technology Policy (OSTP) regarding the “Development of an Artificial Intelligence Action Plan” in support of the objectives set forth in Executive Order (EO) 14179, the Middle East Institute (MEI) offers five recommendations to solidify the United States’ position as the global leader in AI innovation while addressing critical ethical, regulatory, and infrastructural imperatives.

After decades of managing tensions through careful balancing, Turkey and Iran now find themselves increasingly at odds following recent shifts in the regional balance of power. With Ankara emboldened and Tehran on its back foot after the fall of the regime of Bashar al-Assad, the struggle for influence between the two neighbors and long-time rivals is escalating in both Syria and Iraq and could spread well beyond their borders.

Reflections on a recent visit to Baghdad. Much has changed and ordinary life has resumed in Iraq’s capital, but deep challenges remain.

While most media attention was focused on its global economic policy moves, the Trump administration continued to keep the Middle East high on its agenda this past week, with the president sending a letter to Iran’s supreme leader and his team directly engaging with the Palestinian group Hamas. This continued engagement on the region’s top two strategic questions, Iran and Arab-Israel affairs, contrasted with America’s hands-off approach to Syria, which saw some troubling violence.

President Donald Trump’s joint address to Congress on March 4 doubled down on his disruptive and contentious domestic policy agenda. Foreign policy, including Trump’s approach to the Middle East, was mostly an afterthought. Though he said little about Middle East policy in his speech, Trump’s team is taking an irregular approach on the twin issues of Israel-Arab ties and Iran that may not produce the stability and prosperity it seeks.

Afghanistan’s neighborhood is in the midst of a consequential restructuring of its security architecture. Key regional actors Pakistan, Afghanistan, Iran, and China have been continuing to adjust their defense plans and security partnerships to meet the growing threats posed by domestic and cross-border terrorism. At the same time, these four countries have also been looking for new ways to fill the vacuum in southern Asia left by the United States military’s departure from Afghanistan.

Nasrallah’s funeral is one of the most consequential moments for Lebanon & the Levant. Will the show of force mark the start of Iran’s campaign to sabotage an emerging American order? Much depends on what the US does next. MEI’s Firas Maksad offers insights & recommendations.