Research & Commentary Results

The Israeli-U.S. military strikes on Iran that began on February 28 have done more than ignite a Middle Eastern war. They have sent shockwaves rolling across Asia, from the Strait of Hormuz to the Sea of Japan, exposing the brittle underpinnings of regional energy systems, straining diplomatic balancing acts, and forcing governments to make hard choices they have long deferred.

Crude oil legally sanctioned by the United States and its allies today makes up an estimated 18% of global tanker capacity, or 6-7% of total unrefined petroleum flows — shares that have been growing. Increased pressure on Russian exports and US intervention in Venezuela have further constrained Russian flows and temporarily removed Venezuela, the smallest sanctioned producer, from the market. Iranian exports, however, remain largely untouched.

This article examines the changing volume and allocations of investment flows between China and the Gulf Cooperation Council (GCC) states over the last two decades, roughly from 2003 to the present.

This backgrounder provides an overview of the Organization of Petroleum Exporting Countries (OPEC), including its history, structure, and function, and the US government’s approach to the organization.

The MENA Energy Recap is a quarterly review of key energy developments that took place in the region from July through September of 2025 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 this episode of Middle East Focus, hosts Alistair Taylor and Matthew Czekaj are joined by MEI Senior Fellow Mirette F. Mabrouk to unpack the growing tensions over the recently inaugurated Grand Ethiopian Renaissance Dam (GERD) on the Nile.

“The first half of 2025 has been a whirlwind for global energy markets,” says MEI Senior Fellow Colby Connelly. The 12-day war between Israel and Iran this past June briefly sent oil prices into the $80 per barrel range, while growing uncertainty around trade policy under President Trump has greatly complicated Middle Eastern actors’ investment decisions. Connelly breaks down these developments and outlines what to watch in the months ahead.

As the dog days of August approach, we are pleased to share a curated summer reading list featuring some of VP for Policy Ken Pollack’s favorite books on the region. Covering a variety of timely and engaging topics, the list offers recommendations for anyone interested in deepening their understanding of the Middle East.

The MENA Energy Recap is a quarterly review of key energy developments that took place in the region from April through June of 2025 and what they signal in the months ahead. The Recap views these developments through the lens of policy and strategy, energy security, and markets.

On June 19, false reports of an Israeli strike on Iran’s Bushehr nuclear plant sparked alarm across the Gulf. Though denied by Israeli officials, the claim traces back to a warning from Qatar’s prime minister of a potential catastrophe in the event of nuclear contamination — no water, no food, no life — due to the Gulf’s reliance on desalinated seawater. Gulf governments moved quickly to reassure the public that no radiation had been detected, but the episode underscored the region’s growing sense of vulnerability. A regional approach to water security could help to mitigate such risks.

Israel’s full-blown war against Iran threatens to upend regional dynamics and Turkey’s careful balancing act. The conflict presents both immediate threats and long-term strategic risks for Turkey.

Near-term progress in a renewed nuclear agreement between the United States and Iran could add further downward pressure to a delicate oil market, potentially heralding more fiscal pain for Gulf oil producers and complicating US energy strategy.

Sustaining food security in North Africa is a complex and evolving challenge, influenced by the region’s arid climate, limited water resources, and sparse arable land. In response, efforts to enhance food security by governments, farmers, and non-governmental organizations have been centered on adopting climate-resilient agricultural practices, efficient irrigation techniques, and sustainable land-management strategies. Despite these efforts, food security in North Africa remains fragile due to systemic pressures on agricultural systems from climate change, water scarcity, and increasing market demands.

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.