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OPEC and maximum production: What is sustainable?
Photo by Simon Dawson/Bloomberg via Getty Images
  • Analysis
  • OPEC and maximum production: What is sustainable?

    Industry analysts widely agree that OPEC+ production levels are currently well below the members’ authorized quotas and that any production increases will mainly be met by Saudi Arabia and the UAE. The challenges facing the group are daunting, but if met, seven major OPEC countries could feasibly raise crude oil production while utilizing existing infrastructure, significantly narrowing the global demand-supply gap.

    July 13, 2022

    Saudi Arabia’s political trajectory
    Photo by Bandar Algaloud / Saudi Kingdom Council / Handout/Anadolu Agency/Getty Images
  • Analysis
  • Saudi Arabia’s political trajectory

    When gaming out the country’s likely political trajectory, most fellow Saudi watchers I know agree that the likelihood of the kingdom imploding is slight, but were that to come to pass, the consequences for the U.S. and the rest of the world would be enormous. Yet Saudi Arabia has managed to negotiate several turbulent events in its recent history with a rather remarkable lack of destabilization. And it’s most likely to continue along that trend, even in the face of what could be more storms to come.

    July 7, 2022

    حزب الله الحجاز: جماعة شيعية سعودية يكتنفها الغموض
  • Commentary
  • حزب الله الحجاز: جماعة شيعية سعودية يكتنفها الغموض

    تهدف هذه الورقة البحثية إلى مقاربة النفوذ الإيراني داخل المجتمع الشيعي في السعودية من خلال التركيز على أتباع مرجعية المرشد الأعلى والمعروفين بـ “خط الإمام” والجناح العسكري المنسوب للتيار والمعروف دوليًا بـ “حزب الله الحجاز” أو “حزب الله السعودي” والذي تتوجه له أصابع الاتهام بتنفيذ تفجير الخبر ١٩٩٦.

    June 27, 2022

    Hezbollah Al-Hejaz: A Saudi Shi’a Group Cloaked in Mystery
    Image by Aritra Deb, Shutterstock.
  • Analysis
  • Hezbollah Al-Hejaz: A Saudi Shi’a Group Cloaked in Mystery

    Since the 1979 Islamic Revolution in Iran, Saudi Arabia has been concerned about the potential influence of Iran’s supreme leader among its Shi’a population, especially since Ayatollah Sayyid Ali Khamenei took on the title of Vali-ye faqih, or “guardian-jurist.” Such concern is understandable given that the two countries are both neighbors and rivals: Khamenei is a marj’a, the highest-ranking Shi’a religious authority, but he is also the commander-in-chief of the Iranian Armed Forces. This paper aims to investigate the Iranian influence within the Shi’a community in Saudi Arabia by focusing on the followers of the supreme leader’s marj’aiyyah, known as “Khat al-Imam,” and its military wing, “Hezbollah Al-Hejaz,” often held responsible for carrying out the 1996 Khobar Towers bombing.

    June 27, 2022

    Bridging the Cost Gap: Three Labor Policies to Close the Wage Gap Between Saudi and Foreign Labor
    Photo by FAYEZ NURELDINE/AFP via Getty Images.
  • Analysis
  • Bridging the Cost Gap: Three Labor Policies to Close the Wage Gap Between Saudi and Foreign Labor

    Since the launch of Vision 2030 six years ago, Saudi Arabia has made considerable progress in reducing the labor-cost gap between national and foreign workers in the private sector. While the total unemployment rate has declined recently among nationals, it remains high at 11%. Drawing on evidence from Bahrain’s experience with labor market reform, this can be significantly reduced through policies designed to bridge the cost gap between citizens and foreign labor in the private sector.

    June 15, 2022

    US-Saudi relations bend but don’t break
    Photo by FAYEZ NURELDINE/AFP via Getty Images
  • Analysis
  • US-Saudi relations bend but don’t break

    Partnering is a practical necessity for both countries but need not come at the cost of abandoning core values. The U.S. continues to exercise significant leverage and its own interests are better served globally by demonstrating credibility in what it stands for and reliability in its commitments. The U.S.-Saudi relationship has ample room to bend before it risks breaking.

    June 6, 2022

    Could Ukraine Offer a Template for Better US-Gulf Security Relations?
  • Commentary
  • Could Ukraine Offer a Template for Better US-Gulf Security Relations?

    Relations between Washington and some of its traditional Gulf Arab partners, particularly Saudi Arabia and the United Arab Emirates, are at their lowest point in history, which is why the Biden administration on Monday sent a high-level delegation to Abu Dhabi: specifically to pay respects upon the death of former UAE President Sheikh Khalifa bin Zayed Al Nahyan and to congratulate his successor, Mohamed bin Zayed, but more generally to try to heal those ties.

    May 17, 2022

    The Other Saudi Transformation
  • Commentary
  • The Other Saudi Transformation

    This article describes Saudi Arabia’s historic and arduous journey to national-defense transformation, launched around 2015. It analyzes the challenges and opportunities of defense reform in the kingdom while highlighting the role of the United States in this process. Last, the article discusses the future of US-Saudi defense relations.

    May 17, 2022

    The Dorra Field: Global gas market impact or bellwether for regional relations?
    Photo by Simon Dawson/Bloomberg via Getty Images
  • Analysis
  • The Dorra Field: Global gas market impact or bellwether for regional relations?

    The Dorra Gas Field, located in shallow waters offshore in the northern Arabian Gulf, lies at the junction of competing territorial claims by Kuwait, Iran, and Saudi Arabia. With the growing gas demand in these countries, any production will be absorbed into the domestic network and the impact of production on the global gas and LNG market will be insignificant. However, the development of the field, if it occurs, may serve as a bellwether for regional relations.

    May 13, 2022

    Iran’s renewed focus on shared gas fields
  • Analysis
  • Iran’s renewed focus on shared gas fields

    Making the most of Iran’s reserves will require it to develop shared fields like Dorra/Arash, a gas field located offshore in the northern Gulf, where Iran must vie with competing claims from neighboring Kuwait and Saudi Arabia. In the past, Iran has often neglected its joint gas fields as a result of sanctions and focused instead on meeting its rapidly growing domestic needs through exploiting non-shared fields, but the country says this must change going forward.

    May 12, 2022

    The CMF-153: Rebuilding US-GCC confidence through maritime security
  • Analysis
  • The CMF-153: Rebuilding US-GCC confidence through maritime security

    Efforts to restore confidence between the U.S. and the Arab Gulf states took a first step with the recent formation of a new naval task force, known as the Combined Maritime Forces-153 (CMF-153), to improve maritime security in the Red Sea, Bab el-Mandeb, and the Gulf of Aden, including the hotspot of Yemen. Established in mid-April, the new task force intends to target weapons smuggling for Ansar Allah, as the Houthi militias are officially known, as well as human trafficking and the drug trade.

    May 11, 2022

    Saudi Arabia’s international natural gas aspirations
    Maya Siddiqui/Bloomberg via Getty Images
  • Analysis
  • Saudi Arabia’s international natural gas aspirations

    Saudi Aramco seeks to enter the global gas business again. The company aims to build new business opportunities in the hydrogen and CCS sectors utilizing forecasted new domestic gas production. Its main challenges are long-term consistent commodity-cycle-insulated investment and domestic gas resources.

    April 6, 2022