Research & Commentary Results

The United States and Pakistan have had a complex and often disappointing “love-hate” relationship since 1947 — one severely tested during the 20-year U.S.-led intervention in Afghanistan. We believe the time has come for serious policy consideration of whether and how both nations can achieve a more strategically beneficial and sustainable post-intervention relationship between the American and Pakistani governments and their populations

Tunisian President Kais Saied’s opponents and international commentators more familiar with Egypt have been quick to condemn what they are calling a “coup.” In addition to the need to assess the Tunisian situation on its own unique terms, it may be useful to set aside legalistic and political science taxonomy for the moment and consider instead why many in Tunisia have celebrated the president’s recent decisions.

As a Lebanese actor ideologically tied to Iran, Hezbollah has multiple allegiances and objectives that do not always align symmetrically. Hezbollah’s regional activities are a reflection of the group’s increasingly close alignment with Iran, rather than the interests of the Lebanese state or citizenry. Today, Hezbollah’s regional adventurism is most pronounced in its expeditionary forces deployed in Syria and elsewhere in the region, but no less important are the group’s advanced training regimen for other Shi’a militias aligned with Iran, its expansive illicit financing activities across the region, and its procurement, intelligence, cyber, and disinformation activities. Together, these underscore the scale and scope of the group’s all-in approach to transforming from one of several Lebanese militias into a regional player acting at Iran’s behest.

The withdrawal from Afghanistan marks the end of a historic chapter. It involves more than just the conclusion of a drawn-out international military engagement in Afghanistan. Rather, it signals the end of a decades-long phase in which Western militaries placed the broader Middle East and the fight against international terrorism at the center of their strategic attention. With competition between the great powers on the rise, Western militaries have realized their current vulnerabilities vis-à-vis near-peer competitors and the need to shift gears.

In a politically significant statement, Turkish President Recep Tayyip Erdoğan has asked the Afghan Taliban to “end the occupation of their brothers’ soil.” This follows a Taliban warning of severe consequences if Turkey were to remain in charge of security at Kabul Airport after the exit of American troops. Erdoğan’s message is likely to be interpreted differently by different stakeholders in the unfolding Afghan tragedy, a situation characterized by escalating violence, political uncertainty, and regional chaos.

While Western banks saw their valuations drop substantially during the first 18 months of the COVID pandemic — and have yet to recover — the declines among Saudi banks have been smaller and their valuations are now closer to, if not above, their pre-pandemic levels. Identifying the drivers of this seemingly contradictory trend helps us better understand the shifts within the Saudi banking sector and the growing impacts of policies related to Vision 2030, the country’s long-term economic development and diversification program.

منذ بداية الانتفاضة السورية مايو 2011 وحتى صيف العام 2015، فشلت الميليشيات الإيرانية إلى جانب الجيش السوري والميليشيات المحلية في إعادة السيطرة على البلاد، على الرغم من العدد الهائل لمجموع هذه القوات أمام المتمردين الذين كانت حركتهم فوضوية في مقابل أجهزة أمنية وقوات منظمة، حيث سيطرت هذه القوات المتمردة على النظام السوري مساحات واسعة من سوريا.

The Russian military intervention in Syria in late 2015 brought about a clear change in the balance of power in the military, political, and psychological spheres. The Russian military, especially its air force, dramatically tipped the scales in the conflict between the armed opposition, the regime, and the Iranian militias. Moscow’s intervention was also accompanied by a project to regain control over the security and military situation in Syria, but this effort proved far less successful.

Although it is home to the Horn of Africa’s main transshipment hub, a host of foreign military bases, and a booming local service sector, Djibouti faces a number of major economic challenges, including new and growing competition, dangerous reliance on Ethiopian power and water supplies, climate change, and high levels of debt. This is why Djibouti needs a Plan B for what comes next after the presidency of its long-time leader, Ismail Omar Guelleh, in power since 1999.

STMicroelectronics, one of Europe’s leading semiconductor manufacturers, will very shortly inaugurate a new production line in Morocco to manufacture electronic chips for American electric car pioneer Tesla. The production line is the latest example of a larger trend among international firms to look to Morocco as an attractive location for “nearshoring.” Through Rabat’s smart infrastructure investments and careful management of its foreign partnerships, Morocco has already exploited this trend to emerge as Africa’s leading automaker. Now with an auto chip production line dedicated to electric vehicles (EVs), Morocco is positioning itself to become a center for EV production while turning itself into a strategic component of Western semiconductor supply chain resilience.

Lebanon is steadily plunging into total darkness. Decades of political bickering, weak governance, and vested interests have taken their toll on the power sector and are developing into economic and humanitarian crises. A long-term strategy focused on improving the sector’s governance is needed. In the short term, however, immediate actions such as distributed renewable energy and out-of-the-box financing mechanisms should be taken to avoid the darkest hour.

The decision to withdraw the relatively small number of U.S. troops from a supporting role to our Afghan partners to preserve our hard-fought-for gains in Afghanistan was a mistake.

In spite of the growing political distance between Riyadh and Abu Dhabi, it was economic factors that played the key role in the UAE decision not to support the extension of the OPEC+ agreement until the end of 2022, thus putting on hold the cartel’s decision to increase production in the coming months. The OPEC+ agreement in place since December 2016 may have finally run its course. The medium term will see a changed landscape among oil producers, not just in the GCC, but globally as they compete for customers in emerging markets, the only place where oil demand is expected to increase after 2030, and as they attempt to transform their businesses across energy products. The national oil companies that can access capital, attract new investment, offload assets, and be nimble enough to grow across energy lines, whether it be hydrogen, solar, or even natural gas, will be the ones that thrive. Producers like Libya, Iraq, Iran, and even Russia and Saudi Arabia may be at a disadvantage in accessing new investment and pursuing transformation. The future of OPEC and its ancillary partners is one of intense competition and divergent time horizons for hydrocarbon exploitation.

The Biden administration’s goals in climate policy, renewable energy infrastructure investment both domestically and globally (the Build Back Better World, or B3W, initiative), and its Middle East policy may be on the verge of a collision. While the administration would like to dial back its engagement in the Middle East at least militarily, the region will be essential to meeting U.S. foreign and domestic energy goals.

Sultan Haitham bin Tariq al-Said arrived in Neom, Saudi Arabia, on July 11, 2021, in his first foreign trip since becoming the sultan of Oman on Jan. 11, 2020. At the start of his two-day visit to the kingdom he was met by King Salman and accompanied by a high-level Omani delegation. A slew of new agreements were signed across commerce, culture, and transport.