Research & Commentary Results

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.

Last June’s Israel-Iran conflict became a revealing stress test for Beijing’s Middle East strategy, its role in global diplomacy, and the coherence of what some have described as an emergent “Axis of Upheaval” between China, Russia, and Iran.

US President Donald Trump hosted Israeli Prime Minister Benjamin Netanyahu for the third time in his second term this week, shortly after securing a major victory for his domestic policy agenda in the budget bill passed by Congress.

When the Israel-Iran war broke out and the United States decided to assist the Israeli side by striking Iran’s nuclear program, both Tehran and Washington expected Islamabad to side with their respective positions. This situation placed the Pakistani government in a politically sensitive and diplomatically delicate position.

Domestic politics has taken center stage in the United States as Congress struggles to pass President Donald Trump’s proposed budget plan. But July is also shaping up as a pivotal month for Trump’s foreign policy in the Middle East and beyond.

Egypt and Saudi Arabia share many foreign policy and regional security objectives and have a long and complicated relationship. Recent events in the Middle East have strengthened that relationship, even as they continue to negotiate difficult bilateral issues, like the long-running dispute over control of the islands of Tiran and Sanafir.

On June 19, false reports of an Israeli strike on Iran’s Bushehr nuclear plant sparked alarm across the Gulf. Though denied by Israeli officials, the claim traces back to a warning from Qatar’s prime minister of a potential catastrophe in the event of nuclear contamination — no water, no food, no life — due to the Gulf’s reliance on desalinated seawater. Gulf governments moved quickly to reassure the public that no radiation had been detected, but the episode underscored the region’s growing sense of vulnerability. A regional approach to water security could help to mitigate such risks.

The May 6 cease-fire between the United States and the Houthi militia in Yemen has had a consolidating effect on the balance of power inside the war-torn state and hardened the status quo of the country’s civil war. In turn, the outcome of Israel and Iran’s subsequent 12-day war has the potential to temporarily shake up this status quo once again; but Yemen’s fracturing anti-Houthi coalition is unlikely to be able to exploit that opportunity.

The Iraqi government has long navigated a path between maintaining political ties with its Iranian neighbor and Tehran’s allies inside Iraq on the one hand, and preserving its security relationship with the United States on the other. Unsurprisingly, it quickly welcomed US President Donald Trump’s June 23 Israel-Iran cease-fire agreement.

After Iraq, Libya, and Afghanistan, can we learn to deal differently with Iran?

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.

As the Israel-Iran conflict intensifies, warnings are growing louder that the war could result in hazardous and destructive radiological spillover to much of the region. But the posturing of various key actors in the Gulf and beyond has opened the door to a broader political settlement between the United States and Iran that could end the hostilities before such a dangerous scenario comes to pass.

As the war between Iran and Israel continued, Supreme Leader Ayatollah Ali Khamenei delivered a speech on June 17, framing the conflict as an “imposed war” and calling for national unity. But instead of using this moment to explore diplomatic off-ramps, particularly as President Donald Trump signaled the possible direct participation of the United States in the war on the side of Israel, Khamenei opted for posturing over negotiation and left the Iranian people even more fearful about the future.