Research & Commentary Results

As both a candidate and as president, Ebrahim Raisi has repeated a basic mantra: that he will seek to quickly improve relations with Iran’s neighbors, and particularly the Arab Gulf states. But what are his motivations for this and what are the potential hurdles?

The Middle East is experiencing a seismic shift in its geopolitics: the dawn of the era of drones. From Syria to Libya and from Yemen to Iraq, UAVs have altered the dynamics on the battlefield. Agile and affordable, drones aren’t just a menace to remote conflict zones, but also to states far removed from theaters of war.

Although Western countries have managed to limit Moscow’s capacity to export oil, the Arab Gulf monarchies are unlikely to be able to benefit in the near term. This may change in the long run, however.

Through the vehicle of defense reform, the Biden administration has an opportunity to engage the Saudis on critical national security matters while safeguarding U.S. strategic interests and honoring American values.

The global LNG landscape is changing, and while Qatar will continue to be a major LNG exporter, it will briefly drop to third in the global rankings until planned expansion projects come on stream in the middle part of the decade. Strategically, Qatari suppliers may opt to change their market supply profile, which will have a knock-on effect on the global market, both LNG suppliers and buyers.

The U.S. is disengaging from the Middle East as it shifts its focus elsewhere, a move widely perceived within the region as a sign of a coming American departure. Many in Israel were concerned that this would strengthen Iran and its influence in the region. Instead, it is Israel that has emerged stronger.

With the recent announcement of the Jafurah Field, a massive unconventional, non-associated gas play, Saudi Arabia is looking to enter the global gas sector. The field’s estimated reserves, while substantial, are insufficient to meet current domestic needs and, in the future, displace dirty heavy fuel oil used in power generation and satisfy international export goals. The kingdom thus faces difficult decisions regarding the allocation of the Jafurah gas — to either domestic or international markets — and both options have significant challenges.

The Arab Gulf states appear to be following a common template in responding to the global transition toward an energy system in which renewables play an increasingly central role. They are publicizing renewable energy targets, decarbonizing upstream and downstream oil and gas operations, commissioning renewable energy projects, and improving energy efficiency, among other strategies. A closer look, however, reveals differences in how they have deployed solar and wind power capacity.

The U.S. request for Qatari assistance in ensuring the EU’s energy security in case of a Russian supply disruption should be perceived as a political gesture of support addressed to Western allies and a warning to Russia. In reality, however, the American request is just one factor in Qatar’s calculations as it considers increasing its energy exports to Europe, and Doha’s final decision will be determined by an intricate combination of long-term economic and political considerations. In this equation political reasons may not be dominant and economic drivers will not always be in the West’s favor.

في 24 يناير/كانون الأول، أصدرت القيادة المركزية الأمريكية (CENTCOM) بيانًا أكدت فيه أن “القوات الأمريكية في قاعدة الظفرة الجوية، بالقرب من أبو ظبي في دولة الإمارات العربية المتحدة، اعترضت صاروخيين متجهين للداخل بالاستعانة بعدة صواريخ باتريوت اعتراضية بالتزامن مع جهود القوات المسلحة الإماراتية في الساعات الأولى من صباح 24 يناير 2022. نجحت الجهود المشتركة في منع كلا الصاروخين من إصابة القاعدة.

Expert regional analysis by MEI scholars and contributors.

Gulf oil producers do not envisage a post-2050 world devoid of hydrocarbons, even though two of the region’s biggest producers, the UAE and Saudi Arabia, have committed to net-zero carbon emissions by 2050 and 2060, respectively. Reconciling their future environmental commitments with their current reliance on hydrocarbons is going to be an arduous and expensive journey that starts with decarbonizing their oil and gas production to reduce their carbon footprint and increasing their domestic green energy production. With demand for oil and gas forecast to continue post-2050 — albeit at lower levels than now — their net-zero target does not equate to zero oil and gas production. Instead, their transition will differ from that of other countries and will happen at a different pace.

Saudi Arabia has undergone tremendous social change in recent years, but it has struggled to make good on some of its more ambitious financial goals. Much of the promised foreign direct investment has yet to arrive, and the kingdom’s growth agenda has drained its foreign reserves. Most of Mohammed bin Salman’s more eye-catching promises, including futuristic urban megaprojects, remain unfinished.

What these attacks and many others in the region have in common is Iran’s irrefutable involvement. They may have different local contexts and their perpetrators, all loyal to Iran, may have different motivations, but every single one of those attacks was possible only because Iran provided either the weapons or the know-how to assemble and use them.

Long-simmering economic and political tensions between the U.S. and China have continued to spill over into the technology sector, where the two superpowers have made this ever-more vital industry the site of a new Cold War. The acrimony looks poised to only get worse moving forward, potentially leading to a tech decoupling, and 5G is at the heart of it. Some third parties have sought to find a way to navigate this divide and the dilemma is particularly acute for the Gulf states. As they seek to balance their relationships with both Washington and Beijing, several have chosen to stake out their own territory by building an Open Radio Access Network (RAN). This initiative could be a potential solution to the current conundrum that would give states 5G sovereignty in an era of great power competition, with a digital twist.