Research & Commentary Results

The 20-point plan for Gaza introduced before the war with Iran began has languished, with no meaningful recovery, reconstruction, Hamas disarmament, governance transition, or Israeli withdrawal. The diplomatic pivot back to Gaza in late July and early August suggests that the Iran war’s stubborn persistence may be causing the US and regional actors to seek wins on other fronts.

The American-Israeli campaign against Iran that began in February 2026 resulted in a regional conflict its authors never intended. The war’s chief product is not what the United States and Israel destroyed, though that was significant, but what Iran proved: that it holds a strategic lever over its neighbors, the world economy, and the US.

The major wars Iran fights become the prism through which its leaders interpret future threats and opportunities. For four decades, Iranian foreign policy has reflected lessons learned from the Iran-Iraq war of 1980-88. Similarly, the US-Israeli wars of 2025 and 2026 will shape how Tehran thinks about deterrence, diplomacy, regional relationships, and the use of military power.

There may be no near-term resolution to the conflict between the United States, Israel, and Iran. The cease-fire and memorandum of understanding (MoU) signed on June 18  have broken down, there is little diplomatic engagement, and new flare-ups in early September indicate a further round of escalation. Gulf states may have no choice but to protect their assets and populations while trying to deter Iran by finding mechanisms of both containment and accommodation.

Across the Gulf, views differ widely on how the Iran war can and should end, and what the region will look like once it does. Yet on the crisis over the closure of the Strait of Hormuz, the view is near-unanimous that a repeat is not only possible but likely. That expectation, more than any single incident over the past year, is becoming a major driver of decision-making in industry and policy circles alike.

When Iranian drones struck two Amazon Web Services data centers in the UAE on March 1, 2026, and damaged a third in Bahrain the same morning, many thought this could spell the end of the Gulf’s AI ambitions. Whatever the intent, the attacks highlighted the new reality that data centers have now become targets in inter-state wars.

When President Donald Trump ordered US forces into war against Iran, the administration’s ambitions reached well beyond Tehran’s nuclear program. Trump openly encouraged Iranians to topple their government. Israeli leaders spoke of reshaping the Middle East. The war’s architects got their wish — only not in the way they intended.

The conventional framing of China’s role in the Middle East in policy discourse centers on a familiar question: what challenge does Beijing pose to US primacy? The answer is often framed as a largely linear story in which expanding economic influence gradually translates into geopolitical leverage.  Yet this view captures only part of the reality.

Turkey has become a major player in Africa, with a particularly strong footprint in the Horn. While economic and energy interests’ matter, one sector now stands at the center of Ankara’s regional activism: defense.

Brian is joined by Amb. (ret.) Yael Lempert, Vice President for Outreach at MEI, to discuss her career in diplomacy and the importance of US diplomatic efforts abroad. She shares stories from postings across the Middle East in Baghdad, Cairo, Tripoli, Jerusalem, and Amman and examines how her personal and professional experiences shaped her approach to the work. Together, Brian and Yael discuss the realities of life in the Foreign Service, the core tenets of American diplomacy, and why it matters in today’s Middle East.

Gulf Cooperation Council states are investing hundreds of billions in AI infrastructure, data centers, and semiconductor capabilities, making technology central to post-oil economic diversification. Yet this expansion faces a critical constraint: severe water scarcity turns AI growth into a challenge, as data centers in some of the world’s most water-stressed territories strain already overextended hydrological systems. The U.S.-Iran war has also underscored the physical vulnerability of the infrastructure supporting these ambitions. Together, these pressures raise pressing questions about the sustainability and scalability of Gulf states’ AI-driven development strategies.

President Donald Trump’s disdain for strategy extends to process: mass National Security Council firings and reliance on a tiny circle of advisors have left the interagency policy process dormant amid the Iran war. The result is improvised, damaging moves like the Strait of Hormuz toll scheme. Reviving a professional, deliberative policy process is essential.

The MENA Energy Recap is a quarterly review of key energy developments that took place in the region from April through June of 2026 and what they signal in the months ahead. The Recap views these developments through the lens of policy and strategy, energy security, and markets.

In many ways, the U.S.-Israeli war against Iran and the war in Gaza that preceded it seem transformative. After decades of shadow warfare, Iran and Israel have now attacked each other’s homelands directly. And Israel and the United States have joined forces in a genuinely novel way to wage war against Iran.

For more than a decade, assessments of Chinese strategy in the Middle East and Africa have focused on assets, including the ports Chinese firms own, the pipelines they finance, and the networks they build. This lens has produced familiar maps of Chinese “footholds” and debates over future military bases, but ownership alone reveals less about influence.

The more useful question is not what China owns, but how Chinese firms become embedded in the operational and digital systems that keep trade corridors moving. Influence derives not from controlling infrastructure outright but from participating in the governance of the networks that move goods, data, finance, and information across them.