The Impact of the Iran War on the Gulf’s Grand AI Plans
When Iranian drone strikes hit two of Amazon’s data centers in the United Arab Emirates and Bahrain in early March, amid the ongoing US-Israeli war with Iran, much of the media’s reflex was to declare it the end of the Gulf’s artificial intelligence (AI) ambitions. That read is misguided, and it misses why what Iran was trying to accomplish failed.
When Will Energy Markets Recover From the Iran War?
Two and a half months into the blockade of the Strait of Hormuz, what lessons can markets draw from the resulting global energy shock? Colby Connelly, MEI Senior Fellow, joins hosts Alistair Taylor and Matthew Czekaj to assess the crisis’s impact on the energy industry. Together, they examine how producers are responding to the conflict in both the short and long term, how this moment differs from past energy disruptions, and how regional reverberations may shape international energy policies going forward.
Few events have so abruptly collapsed the boundary between energy policy and national security as the US–Israel war on Iran that erupted in February 2026. The near-closure of the Strait of Hormuz triggered what the International Energy Agency described as the largest oil supply shock on record —driving up energy prices, fueling inflation in Europe, and disrupting supply chains worldwide.
Beyond the Strait of Hormuz: How War Is Redrawing Trade Routes—and Elevating Pakistan
Pakistan is not merely reacting to the current phase of the 2026 Iran war; it is functioning as a system-adjusting intermediary within a rapidly reordering regional landscape. As established channels of diplomacy, trade, and financial coordination have fractured under wartime pressure, Islamabad has emerged as a critical node through which regional and extra-regional actors are progressively rerouting engagement, commerce, and influence.
Agile Power: The UAE’s External Policy in an Era of Fragmentation
The external policy of the United Arab Emirates (UAE) is increasingly shaped by systemic fragmentation, regional insecurity, and shifting patterns of great-power engagement. In response, Abu Dhabi has moved away from reliance on fixed alignments toward a strategy of strategic diversification across security, economic, and technological domains.
The Pakistani General Running Washington’s Backchannel to Tehran
As Washington and Tehran edge closer to escalation, the most critical line of communication keeping the crisis from spiraling is being run not by polished diplomats, but by an unlikely figure: a Pakistani general. Field Marshal Asim Munir, Pakistan’s powerful army chief, has quietly become the key intermediary in the U.S.-Iran standoff, managing what may be the most important backchannel between the two sides. The mediation has thrust Pakistan to the center of the crisis while exposing it to enormous risk.
In 2025, jailed PKK leader Abdullah Öcalan made a historic call for the group to disarm and dissolve, raising hopes of ending a 40-year conflict that has shaped Turkey and the wider region. Months later, the PKK symbolically laid down arms in what many viewed as a breakthrough moment for the peace process.
The Hormuz Crisis and China’s Energy Security Dilemma
Despite sustained efforts to prioritize energy security across successive policy cycles, China remains exposed to external supply chains it does not control. The core problem is not simply import dependence, but reliance on maritime transit routes – particularly through the Strait of Hormuz – whose security ultimately lies beyond Beijing’s authority. The escalation of the Israel-U.S. war with Iran and the resulting disruption of traffic through Hormuz has transformed a long-recognized strategic risk into an immediate constraint, revealing the limits of China’s ability to ensure stable energy access under conditions of geopolitical contestation.
Trump Planned for Pressure on Iran, but Not the Global and Domestic Blowback
The limelight for American foreign policy shifts to Beijing this month, where US President Donald Trump and Chinese President Xi Jinping will meet on May 14-15 to address a long list of unresolved issues. But the Iran war and still unfolding geo-economic calamity resulting from it cast a long shadow. One thing to watch for is whether China or the US feels like it has a stronger hand in light of recent events in the Middle East.
Why Iran’s Oil Pain Does Not Guarantee Capitulation
President Donald Trump now appears to share a view gaining traction in some policy circles: that sustained pressure on Iran’s oil sector could inflict lasting damage on its production and eventually force Tehran to compromise. The thesis is appealingly simple, yet dangerously incomplete.
In the Trump administration’s diplomatic track with Tehran, one crucial variable is missing: steady US engagement with its Arab partners, particularly in the Gulf, on what the strategic endgame with Iran looks like.
Test of Wills: Iran’s Ability to Outlast the US Blockade
The standoff in the Hormuz is not simply a question of whether Tehran can survive economic pressure, but whether Washington can sustain the pressure at an acceptable cost.
Nearly two months into the Iran war, US President Donald Trump has announced an indefinite extension of the cease-fire between Washington and Tehran, even as control of the Strait of Hormuz remains contested. Hosts Alistair Taylor and Matthew Czekaj are joined by MEI Senior Fellow Alex Vatanka to explore where the conflict may be headed and unpack the factors at play. They discuss how Iran’s internal power structures have shifted since February 28, the prospects for a deal between Washington and Tehran, and what form a resumption of hostilities could take.
Operation Epic Fury has delivered tactical gains without a viable strategic end state. The Strait of Hormuz remains effectively closed, Iran’s leadership has reorganized, and the diplomatic track has fractured.
