Research & Commentary Results

Both Washington and Jerusalem welcome any reduction in regional tensions and prospects for a more stable, secure, and prosperous environment. However, there is a risk for U.S. and Israeli policy priorities, such as that regional de-escalation will reduce pressure on Tehran to negotiate on issues of concern, especially its nuclear weapons program.

With AI development disproportionate attention is given to the world’s technological heavyweights, the U.S. and China, as they seek an innovative edge in their great power competition. But Gulf states like the UAE are also moving rapidly to invest in and adopt AI, with significant implications for bilateral relations. The momentum in both the U.S. and the UAE can be leveraged by anchoring further ideas for political, diplomatic, and military cooperation in the technical evolution of AI.

Read MEI’s weekly briefing featuring expert analysis of key regional developments for the week ahead.

During nearly a decade of grinding civil war in Yemen, nonstate armed groups and hybrid actors have proliferated on all sides of the conflict. Members of some armed groups have committed violations against civilians, including arbitrary detentions, forced disappearances, torture, land grabbing, extortion, and gender-based violence.

Until recently, the EU has favored a piecemeal approach toward the Northwestern Indian Ocean, the Gulf, and the Red Sea, despite their close interdependence and inter-connectedness in the security, political, and economic realms. But the EU is now signaling a growing desire to steer its naval policy toward a more holistic and organic process, creating an opportunity for Brussels to become a more relevant security actor in the waters off the Arabian Peninsula.

What happens when a petrostate loses its oil rents? While the oil market continues to go through boom-and-bust cycles, cases such as Iraq provide evidence of how the rapid loss of oil revenues—traumatic decarbonization—may affect the politics and stability of these petrostates. In Iraq, multiple shocks to oil revenues from 2014 through 2020 fundamentally altered the organization and concentration of political power in Iraq with destabilizing and democratic consequences.

Both historical and modern-day conflicts in the Middle East have all been centered around classical territorial considerations of the loss or recovery of land. Escaping that cycle required a shift away from one of the main root causes of conflict: geography. The current changes in the region, characterized by a significant drive toward de-escalation and a growing willingness to periodically part ways with traditional allies, may be telling symptoms of a profound tectonic shift toward “quantum politics.”

Over the coming decades, the worsening effects of climate change will increasingly displace many millions of vulnerable people in the Middle East and North Africa, and many of these refugees will attempt to relocate to the Global North. To avert such a monumental looming problem requires pragmatic solutions and their swift implementation.

When Saudi Arabia suddenly announced in early April that it would reduce its oil production by 500,000 bpd, followed shortly thereafter by several other OPEC+ members, bringing the total cut to 1.1 million bpd, Japan was greatly concerned. In spite of Japan’s serious efforts to work toward a carbon-neutral society, the country is still heavily dependent on oil, the overwhelming majority of which comes from the Persian Gulf.

Last week’s spring meetings of the IMF and World Bank in Washington, D.C., were an important occasion for financial and economic leaders from the MENA region to meet with their counterparts from these IFIs and major bilateral donor countries. At the same time, they serve as a lead up to the important Annual Meetings that will be held in Marrakech, Morocco, in the fall — the first time they will be hosted by an Arab or African country.

It is clear that the era of US hegemony in the Gulf, and the Middle East more broadly, is over. What is less certain is what security system will replace it and whether it will better serve regional security and US interests.

The Gulf is becoming a more crowded geopolitical space than ever, with external powers such as China, Russia and India increasing their involvement in the region to safeguard their economic interests, while local powers, most notably Saudi Arabia, the UAE and Qatar, are rising and pursuing a more independent foreign policy course.

Read MEI’s weekly briefing featuring expert analysis of key regional developments for the week ahead.

In recent years, Iraq has become one of the leading destinations for Chinese investments in the Middle East and a crucial link in Beijing’s Belt and Road Initiative. To capitalize on its geostrategic location and central position within the Chinese BRI, Iraq is seeking to develop a sprawling new 54-square-kilometer port project, known as al-Faw Grand Port, which will reduce the country’s reliance on Arab Gulf ports and overland transit from Iran and Turkey. The project also underscores Iraq’s growing economic rivalry with neighboring Iran, as both countries seek to carve out a similar niche in handling regional transit traffic.

Read MEI’s weekly briefing featuring expert analysis of key regional developments for the week ahead.

The oil and gas sector has been the dominant driver of Qatar’s economy. Over the years, although that sector has remained the major focus of Qatari investments, the emphasis has increasingly shifted towards the expansion of the country’s gas production and LNG export capacity. While the construction boom ahead of the 2022 FIFA World Cup powered the Qatari economy in recent years, income generated by the expansion of the country’s LNG production and export capacity is likely to drive the economy for many years to come — both despite and partly because of the market turmoil caused by the fallout from Russia’s invasion of Ukraine in February 2022.