Research & Commentary Results

The September 17 Saudi-Pakistani defense agreement generated a wave of overheated commentary about Saudi Arabia now residing under a Pakistani nuclear umbrella and how a new strategic reality was in the offing in the Persian Gulf and South Asian regions. Analysts need to slow their roll. Extended deterrence is an extremely difficult thing to pull off. The devil is in the details, about which we know nothing.

Israel’s September 9 strike on Hamas leaders in Doha rattled Gulf capitals and revived a decades-old debate over whether the region needs a NATO-style defensive alliance. MEI Senior Fellow Jason Campbell joins hosts Alistair Taylor and Matthew Czekaj to unpack why past attempts at collective defense have fallen short, whether this moment is different, and what the crisis means for US security strategy in the Middle East.

President Donald Trump used his speech this week before the United Nations General Assembly to reinforce his unique style of US foreign policy-making and levy criticisms against others, including the UN itself. But Trump did little to create a framework for crafting solutions to address problems and thorny security challenges.

The reverberations of Israel’s strike on the Hamas negotiating team in Doha yesterday are still rippling across the globe and will continue to for the foreseeable future. Its ramifications are profound and will alter the geopolitical landscape not just in the Middle East but likely on a global scale.

The coming weeks may prove decisive in Europe’s long struggle to manage Iran’s nuclear ambitions. On Aug. 28, the United Kingdom, France, and Germany announced they will trigger the “snapback” sanctions mechanism. Whether Europe’s gamble succeeds will determine both the future of non-proliferation and the credibility of Europe as a strategic actor.

As the Trump administration pushes to expand the Abraham Accords in the Middle East and into the Caucasus and Central Asia, it overlooks a dramatic shift in perception across the Arab and Muslim world. Where once Israel might have been viewed as David battling a Goliath-like Arab world, today the roles appear reversed. Israel, empowered by unchecked military might and unwavering US support, is increasingly seen not just as a regional power but as a US-backed regional hegemon. For Gulf Arab states, this transformation presents a dilemma: Can a Goliath be a partner in peace?

The Hamas attack on Oct. 7, 2023, shattered Israel’s long-standing security paradigm, replacing limited deterrence with an ambitious campaign aimed at dismantling Hamas, confronting Hizballah and other Iranian proxies, and directly targeting Iran’s nuclear program with the support of the United States. In stark contrast, Saudi Arabia has prioritized regional stability and de-escalation, restoring relations with Iran, and focusing on its Vision 2030 economic transformation.

The monarchical Arab Gulf states emerged on the other side of last June’s Israeli and US attacks on Iran largely unscathed, with the important exception of a limited, retaliatory Iranian missile strike on the American airbase in Qatar. However, in a larger sense, this short war, part of the broader regional conflict that began with the Hamas attack on Israel in October 2023, reinforced the precariousness of the Gulf monarchies’ security situation.

During June’s Israel-Iran war, a quieter but significant battle played out in cyberspace, highlighting how Tehran has refined its use of digital tools to shape the battlespace, control domestic narratives, and project influence abroad. While largely ineffective in operational terms, Iran’s cyber response marked a new phase in its strategic evolution.

President Masoud Pezeshkian’s first year in office has been defined by Iran’s familiar political structural constraints, external crises, and a moderate-reformist base forever frustrated with his cautious pragmatism and unfulfilled promises. His July 2024 election was undeniably a setback for hardliners. Yet one year later, the assessment is sobering: While Pezeshkian has in some ways perhaps helped in slowing the hardline march, he has not made any fundamental difference in how the Islamic Republic is run. Every decision requires second-guessing Supreme Leader Ali Khamenei’s next move, and even as a president boxed in by the system with limited powers, he is constantly under the sword of Damocles.

Six months into his second term, President Donald Trump remains in search of a major, concrete foreign policy win. Trump 2.0’s foreign policy is still struggling to produce a major positive outcome from its frenetic activity trying to end kinetic wars while prosecuting an unprecedented economic war with much of the rest of the world. The whirlwind of uncertainty since Trump returned to office in January has yet to improve America’s overall strategic position in the world. The following report assesses the US government’s actions over the past three months from May to mid-July 2025.

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.

After almost two years of fighting in Gaza, and after the decimation of Hizballah, the fall of Bashar al-Assad’s regime in Syria, and the 12-day Israeli-American war on Iran, the Middle East is in new strategic and political territory. Two pathways lie ahead: the first is one in which the gains and changes brought about by war are turned, through intense diplomacy and negotiation, into new international and political arrangements that bring about a period of security and stability in the region; the second is one in which that corner is not turned, and the wars in Gaza, Iran, and potentially Yemen, Syria, and Lebanon, continue indefinitely. The trajectory will depend on the choices of key actors — above all Iran, Israel, and the United States.

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.

Probably few if any Middle East analysts had Israeli airstrikes targeting key government installations of the Syrian state on their summer 2025 bingo cards. And yet that is precisely what happened on Wednesday, as Israeli jets hit Syria’s military headquarters and an area near the presidential palace in Damascus.