Research & Commentary Results

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.

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.

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.

For much of the past two decades, ISIS has enjoyed favorable conditions in Syria, but since the fall of Bashar al-Assad’s regime in December 2024, dynamics have changed. With Assad’s departure, ISIS lost its long-standing and vitally important safe haven in Syria’s central desert and its most significant driver for recruitment. The results — so far — have been dramatic.

The work of the Syria Strategy Project and the considerable policy recommendations found in this report present a realistic and holistic vision for Syria’s recovery and reintegration into the international system.

President Recep Tayyip Erdoğan has sought to position Turkey as an energy hub, connecting gas producers to its east and south and markets to the west. Turkey’s geographical position and infrastructure give it an advantage. But becoming an energy center also requires Ankara to dust off a long-abandoned foreign policy approach: “zero problems with neighbors” and the West. Amid changing regional dynamics, Ankara sees an opportunity to achieve that and revive its plans to become an energy hub.

Afghanistan’s neighborhood is in the midst of a consequential restructuring of its security architecture. Key regional actors Pakistan, Afghanistan, Iran, and China have been continuing to adjust their defense plans and security partnerships to meet the growing threats posed by domestic and cross-border terrorism. At the same time, these four countries have also been looking for new ways to fill the vacuum in southern Asia left by the United States military’s departure from Afghanistan.

With the signing of a presidential memorandum on Feb. 4, the administration of Donald Trump has returned to a “maximum pressure” campaign against Iran, but circumstances have changed drastically since the policy of intensified sanctions was originally crafted during his first term. Regional geopolitics will present the White House with a new set of variables, while changes in the petroleum markets will affect how the administration approaches sanctions on oil exports.

Nearly three years on, Russia’s full-scale invasion of Ukraine in February 2022 has reshaped trade and investment in the energy sector, leading to an increase in Gulf imports of Russian oil and a sharp rise in the region’s hydrocarbon exports to Europe as well as further fueling the growth of Gulf investment in renewable energy projects located in and targeting the continent.

Normalizing regular contacts and building relationships with the Taliban leadership can offer a more effective way to hold the Islamic Emirate to account for its actions. It also gives greater promise of realizing American hopes for an Afghanistan inhospitable to global terrorists and more respectful of the human rights of its citizens.

The Middle East and North Africa has the potential to become the world’s largest renewable energy-producing region. Compared to the immense scale of its resources, renewable energy is virtually untapped at present. This study maps the emerging regional trends in renewable energy development and MENA renewable energy supply chains across North Africa, the Arabian Peninsula, and the Levant. The most successful MENA nations in developing their renewable energy resources to date are doing so through the establishment of green energy ecosystems, in which the development of utility-scale renewable energy infrastructure is coordinated with that of robust offtake markets and the establishment of commercially viable storage and transportation mechanisms to service them.

This perilous moment for Syria’s future comes at a moment when American foreign policy in the region could change on a dime. President-elect Donald Trump has already stated the United States should have “nothing to do” with Syria’s future. But to do nothing would give the Islamic State a chance to surge once again.

Morocco is a regional leader in renewable energy development. The country’s success stems from its multi-faceted green energy ecosystem that is giving rise to international renewable energy export supply chains based on production of green hydrogen, in the form of green am-monia, as well as phosphates, other minerals and metals, fertilizers, agri-food products, and electric vehicles. As rising green industrial manufacturing and green agricultural production are becoming drivers of long-term, private sector employment, a synergy is emerging between Mo-rocco’s efforts to expand its already significant renewable energy sector and its objective of in-creasing the number of women and young people engaged in formal employment.

Read MEI’s weekly briefing featuring expert analysis of key regional developments for the week ahead.