As a fragile cease-fire takes hold in the Middle East, countries are jockeying to shape the peace. But one group remains largely absent: US ambassadors.
This special episode of Middle East Focus features a conversation from MEI’s Virtual Briefing Series. Host Alistair Taylor is joined by former National Security Council Senior Director Stephen Flanagan and MEI Senior Fellow Iulia-Sabina Joja to discuss the impacts of the Iran war on US-European relations. The conflict has hit Europe’s economy hard and created deep divisions across the continent, even as some European countries play a quiet supporting role to the US. President Donald Trump has called for NATO member states to help secure shipping through the Iranian-blocked Strait of Hormuz, a critical chokepoint for international maritime trade. Flanagan and Joja explore the prospects for stepped-up European military involvement, the knock-on effects on the war in Ukraine, and the potential longer-term impact on the future of the US-European alliance.
The Gulf Cooperation Council (GCC) states are confronting the greatest threat to their economic security and energy strategy since their formation. The economic fallout of the US-Israeli war with Iran is severe, but uneven across the Gulf. So too is each state’s ability to sustain energy exports and protect critical infrastructure—both of which have been targeted unequally by Iran.
The US-Israeli war against Iran has created the largest disruption to global oil and liquefied natural gas supplies in modern history. There is a tremendous amount of economic uncertainty for Gulf states to navigate, and it will reshape the way they engage with one another and with Iran, Israel, and the United States for years to come. But this war has also laid bare how urgently the United States needs to update its own approach toward the Gulf states when it comes to energy.
China’s expanding role in the Middle East is often framed as geopolitical rivalry with other global powers, including the United States, Russia, India, and others; but this lens obscures the strategic subtlety of Beijing’s approach.
“Tactics without strategy is the noise before defeat” is a well-known axiom attributed to the ancient Chinese military general and strategist, Sun Tzu. With the Iran war now at the one-month mark, it is evident that the Trump administration failed to outline a clear end state or devise a workable war termination strategy before initiating Operation Epic Fury on February 28.
MEI Senior Fellow Jaser AbuMousa joins hosts Alistair Taylor and Matthew Czekaj to unpack how Hamas is navigating the US-Israel conflict with Iran and its impact on Gaza. Nearly two and a half years after the start of the Gaza war, international attention has shifted away from the humanitarian crisis in the devastated coastal strip. Meanwhile, Hamas’ primary state sponsor, Iran, has been severely weakened by US-Israeli military strikes and the death of former Supreme Leader Ayatollah Ali Khamenei. AbuMousa examines how this could affect Hamas’ trajectory moving forward and its place within the Axis of Resistance, as well as what it all means for the Palestinian people.
The results of last month’s elections seemed to crystallize a fundamental divide between two competing visions for Hamas’ future. But the US-Israeli war against Iran has cast a heavy shadow over the group’s leadership selection process, shifting it from a contest between personalities to a wider struggle over Hamas’ strategic identity, ideological orientation, and relationship with the broader Middle Eastern order.
North African states feel the consequences of the US-Israel war with Iran less through direct security risks than through economic shocks that affect long-term stability. The region remains highly exposed to disruptions in global food and energy markets, where price spikes can lead to fiscal pressure, inflation, and social unrest.
The economic stress points vary considerably across the Gulf. Assuming a resumption of exports by May, Kuwait, Iraq, Bahrain, and Qatar still face sharply declining revenues and contracting GDP—as much as 14 percent in Kuwait and Qatar—because of shut ins, time to restart, and lack of alternative delivery routes. After the Iranian attacks on Ras Laffan, Qatar’s economic outlook and time to recovery look much more difficult.
The US and Israeli conflict with Iran is currently just past the halfway mark, according to US President Donald Trump’s initial estimate that it would take four to six weeks to achieve his objectives, but for now there is no end in sight. Here are five fundamental, strategic questions that require more attention as the media and political debates fixate on the day-to-day breaking news and tactics of this war.
Gulf states — including their national oil companies and sovereign and related entities — are energy giants. They understand the risks of a prolonged threat from Iran and did not choose this war. They also recognize the risks of their geographic location, should the region endure another bout of instability and dislocation from a fragmented and collapsing neighbor.
The United States and Israel both hope for the grand prize: the emergence of a new regime in Iran to replace the Islamic Republic. For the US, this would close the chapter on a hostile and at times violent relationship that has endured since 1979. For Israel, this would see the end not only of a regime with a deep ideological commitment against it but also the foe that Israel sees as behind all fronts of the war it has fought since October 7, 2023.
Despite a dazzling military onslaught, an Iranian regime that faces a threat to its very existence is demonstrating an entirely predictable willingness to stay the course at all costs. As things stand now, the joint US-Israeli war risks ending in military victory but becoming a strategic failure.