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.

President Donald Trump said that the war against the Islamic Republic of Iran that he launched with Israel could last for four to five weeks with “the capability to go far longer than that.” Trump even left the door open to putting U.S. troops on the ground.

The latest cycle of U.S.-Iran escalation has followed a familiar script: sharpened rhetoric from the United States, calibrated military signaling by Iran in the Persian Gulf, indirect diplomacy through Oman, and Israeli warnings that remain deliberately ambiguous but unmistakably real. Yet beneath this choreography lies a more consequential development inside Tehran. The current crisis is forcing Iran’s political class to reassess its central foreign-policy wager of the past decade: that deepening alignment with Russia and China would provide strategic insulation against Western coercion.

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.

Hosts Alistair Taylor and Matthew Czekaj are joined by MEI Distinguished Military Fellow Mick Mulroy to discuss the Trump administration’s new National Defense Strategy (NDS) and its implications for the Middle East. While serving as the Deputy Assistant Secretary of Defense (DASD) for the Middle East from 2017 to 2019, Mulroy helped prepare the 2018 NDS, giving him an insider perspective on US defense planning. Together, Taylor, Czekaj, and Mulroy unpack what the new strategy means for US priorities globally and for the Middle East in particular, including how it could be reflected in a potentially looming military strike on Iran.

The decision by Washington and Tehran to shift their long-anticipated meeting, set for February 6, from Istanbul to Muscat is not merely a logistical detail. It is the latest reminder that when US-Iran diplomacy is on the verge of breaking down completely, Oman is the regional player the Iranian regime trusts the most to step in and mediate.

Brian sits down with Robert Malley, a former US official best known for his role as the lead negotiator of the 2015 Joint Comprehensive Plan of Action. Malley discusses the motivations behind his new book, Tomorrow Is Yesterday: Life, Death, and the Pursuit of Peace in Israel/Palestine, and offers his assessment of American perspectives on the war in Gaza. The conversation also explores his personal background as the son​ of an Egyptian Jewish father and an American Jewish mother—both outspoken on the political left—and how that upbringing shaped his worldview, alongside a career spanning the Clinton, Obama, and Biden administrations.

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.

Saudi Arabia and Pakistan signed a mutual defense pact on September 17, 2025, declaring that “any aggression against either country shall be considered an aggression against both.” The wording of the agreement sparked speculation that Pakistan might use its nuclear capabilities to defend Saudi Arabia. MEI’s F. Gregory Gause contends otherwise, offering insight into the history and strategic calculations driving the deal. To learn more about the deal, visit our website.

Following Israel’s September 9 strike on Hamas targets in Qatar, Pakistan has taken swift and significant foreign policy steps in response and adopted an unusually assertive stance. This shift was largely influenced by Pakistan’s military chief, Field Marshal Asim Munir. The latter is determined to enhance his country’s strategic autonomy and diplomatic leverage in an increasingly complex international environment by positioning Pakistan as a key security actor and an emerging middle power on the global stage.

The Strategic Mutual Defense Agreement (SMDA) between Saudi Arabia and Pakistan, signed in Riyadh on September 17, is far more than a bilateral pledge. It represents a profound reordering of alignments in the Gulf and South Asia, reflecting and reinforcing the broader erosion of US preeminence in the Eurasian security architecture. While much of the initial commentary centered on the striking commitment of a wealthy Gulf monarchy to the defense of a nuclear-armed South Asian state, as well as the question of whether Pakistan had in fact extended its nuclear umbrella to Saudi Arabia, the deeper story is arguably China’s potential advance.

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.