Something more consequential than another oil market disruption is underway. The Iran war has exposed and accelerated an institutional weakness within OPEC that had been building for years. The closure of the Strait of Hormuz, the UAE’s departure, Iraq’s brief flirtation with exit, and the continued rise of U.S. oil production all point to a deeper question about the cartel’s durability. The issue has shifted from OPEC’s ability to manage crises toward whether its model of collective discipline can withstand mounting structural strain.
US President Donald Trump recently proposed that Syria intervene militarily against Hizballah in Lebanon. Is that a good idea? This episode of Middle East Focus features a recent MEI Virtual Briefing. Director of Communications Zeina Al-Shaib is joined by Ambassador David Hale, MEI Distinguished Diplomatic Fellow and Charles Lister, MEI Senior Fellow. Together they examine the prospects and implications of renewed Syrian involvement in Lebanon, the potential impact on US relations with both countries, and how evolving dynamics in Lebanon and Syria could reshape the regional balance of power and affect countries such as Turkey and Israel.
The Other MoU: Launching a Europe-Gulf Resilience Initiative After the US-Iran Deal
The Islamabad Memorandum of Understanding (MoU) between the United States and Iran may have ended one of the most consequential Middle Eastern crises in decades, but it has not resolved the strategic problem it exposed. Whether the 60-day talks it set in motion will produce a final agreement remains far from certain.Yet the central lessons are already clear: Iran has preserved significant leverage, Washington has had to scale back its ambitions, and Europe and the Gulf face the prospect of protracted regional tension. Europe and the Gulf should therefore use the aftermath of the US-Iran deal to articulate their own “other MoU”: a Europe-Gulf Resilience initiative.
The Gulf’s Strategic Paradox: Lost Confidence in the US Security Umbrella, Enduring Trust in the Dollar
This essay argues that the current debate about the future of the international monetary system is not really about Gulf currencies, oil pricing, or de-dollarization in the narrow technical sense. It is about something deeper and more important: whether institutional trust can survive when geopolitical certainty is eroding.
Russia’s Taliban Embrace Signals a New Power Shift in Afghanistan
Sometimes the only thing more frightening than Afghanistan’s problems is the Taliban’s solutions and the recently signed Russia-Taliban military-technical agreement may be the most alarming one yet. The partnership signals that Afghanistan’s security architecture is being rebuilt without the United States, and increasingly by America’s rivals. Washington should pay close attention because the deal hands one of the world’s most repressive regimes a pathway to becoming more capable and deeply entrenched in a regional order where Russian influence is expanding at America’s expense.
Syria’s Energy Revival and the Gulf’s Strategic Opening
Syria’s shattered energy sector is being rebuilt at a moment of unusual strategic flux across the Middle East, one defined by Iran’s military degradation following sustained U.S. and Israeli strikes in February and March; Russia’s prolonged absorption in its war in Ukraine; and China’s preference for commercial caution over political risk. Together, these shifts have weakened or distracted the external powers that once dominated Syria’s trajectory. The Gulf states have moved in to decisively fill the opening.
A fragile cease-fire between Lebanon and Israel is barely holding as military delegations from both countries arrive in Washington for a new round of direct talks scheduled for this Friday. But diplomatic success could mean new strategic opportunities for the Lebanese nation. Guest host and MEI Senior Fellow Brian Katulis is joined by Lebanese Member of Parliament Fouad Makhzoumi to unpack the challenges facing the Lebanese government today, Hizballah’s influence over state institutions, and what all of this means for the country’s future. Makhzoumi also reflects on his personal journey and what inspired him to transition from business to politics in an effort to help shape a better life for his granddaughters in Lebanon.
As the world’s attention shifts to the Iran war, Gaza is increasingly disappearing from the international spotlight. But more than six months after the United Nations endorsed a peace plan for Gaza, the humanitarian catastrophe continues. Israeli strikes remain relentless, while major international NGOs and aid groups say critical supplies are still not entering Gaza at anywhere near the scale needed.
When Will Energy Markets Recover From the Iran War?
Two and a half months into the blockade of the Strait of Hormuz, what lessons can markets draw from the resulting global energy shock? Colby Connelly, MEI Senior Fellow, joins hosts Alistair Taylor and Matthew Czekaj to assess the crisis’s impact on the energy industry. Together, they examine how producers are responding to the conflict in both the short and long term, how this moment differs from past energy disruptions, and how regional reverberations may shape international energy policies going forward.
MENA Energy Recap, Q1-2026: Four Lessons From the Return of Tail Risk
This is a special edition of the MENA Energy Recap — a quarterly review of key energy developments that took place in the region from January through March of 2026 and what they signal in the months ahead. For Q1-26, the recap considers some of the long-term implications of the ongoing war in the region, which have caused the largest energy supply disruption in history, and what lessons these events hold for both near- and long-term energy dynamics in both the Middle East and the wider world.
Few events have so abruptly collapsed the boundary between energy policy and national security as the US–Israel war on Iran that erupted in February 2026. The near-closure of the Strait of Hormuz triggered what the International Energy Agency described as the largest oil supply shock on record —driving up energy prices, fueling inflation in Europe, and disrupting supply chains worldwide.
The Houthis are a political-military faction and Zaydi religious movement founded in northwestern Yemen in the 1980s. A key member of Iran’s Axis of Resistance with links to other militant organizations in the Arabian Peninsula and the Horn of Africa, the group has continued to pose a threat to Western interests on a global scale.
In 2025, jailed PKK leader Abdullah Öcalan made a historic call for the group to disarm and dissolve, raising hopes of ending a 40-year conflict that has shaped Turkey and the wider region. Months later, the PKK symbolically laid down arms in what many viewed as a breakthrough moment for the peace process.
The Hormuz Crisis and China’s Energy Security Dilemma
Despite sustained efforts to prioritize energy security across successive policy cycles, China remains exposed to external supply chains it does not control. The core problem is not simply import dependence, but reliance on maritime transit routes – particularly through the Strait of Hormuz – whose security ultimately lies beyond Beijing’s authority. The escalation of the Israel-U.S. war with Iran and the resulting disruption of traffic through Hormuz has transformed a long-recognized strategic risk into an immediate constraint, revealing the limits of China’s ability to ensure stable energy access under conditions of geopolitical contestation.
The UAE’s departure represents an undeniable strategic setback for OPEC+. Its most likely response will be to shore up the amount of output capacity subject to quotas. For now, there are two clear pathways it could take to accomplish this, although neither represents a quick fix.
