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The Gulf’s water crisis: Why cooperation is crucial — and complicated
Photo by Fayez Nureldine/AFP via Getty Images
  • Analysis
  • The Gulf’s water crisis: Why cooperation is crucial — and complicated

    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 balance of power in Yemen after the US-Houthi cease-fire
    Photo by Mohammed Hamoud/Getty Images
  • Analysis
  • The balance of power in Yemen after the US-Houthi cease-fire

    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.

    June 30, 2025

    Iraq tries to assert state authority during crisis
    Photo by Thaier Al-Sudani/Reuters/Pool/Anadolu via Getty Images
  • Analysis
  • Iraq tries to assert state authority during crisis

    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.

    US has an opening to force concessions from Iran in a potential deal
    Photo: Satellite image (c) 2025 Maxar Technologies
  • Commentary
  • US has an opening to force concessions from Iran in a potential deal

    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.

    Khamenei postures and blinks at the same time
    Photo by Firdous Nazir/NurPhoto via Getty Images
  • Commentary
  • Khamenei postures and blinks at the same time

    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.

    On Iran, US restraint could reduce risks
    Photo by Chip Somodevilla/Getty Images
  • Commentary
  • On Iran, US restraint could reduce risks

    President Donald Trump threatens Iranian Supreme Leader Ali Khamenei. But measured language and disciplined policy can help prevent escalation and protect American interests.

    America moves closer to the brink of maximum uncertainty at home and abroad
    Photo by Ronoldo Schemidt/AFP via Getty Images
  • Analysis
  • America moves closer to the brink of maximum uncertainty at home and abroad

    The spotlight in America this week is trained on the home front, with growing tensions inside the country over President Donald Trump’s immigration crackdown and a showdown unfolding on the streets of Los Angeles. At times like these, the rest of the world has a way of intruding, sometimes unexpectedly, and 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.

    Saudi Arabia’s AI ambition, and what it means for the United States
    Photo by Win McNamee/Getty Images
  • Analysis
  • Saudi Arabia’s AI ambition, and what it means for the United States

    A day before Air Force One touched down in Riyadh to kick off US President Donald Trump’s three-country tour of the Gulf, Saudi Arabia made a pivotal announcement. The kingdom, long synonymous with oil, revealed a major investment in artificial intelligence (AI) through its newly launched company, HumAIn. This pivot, explicitly timed to coincide with Trump’s visit starting on May 13, and in anticipation of the signing of multiple tech deals between US and Gulf firms during the trip, signaled a profound shift in US-Saudi relations — from a traditional oil-for-security alliance to a partnership centered on AI and digital infrastructure.

    The downside oil market risks of a new Iran deal
    Photo by Morteza Nikoubazl/NurPhoto via Getty Images
  • Analysis
  • The downside oil market risks of a new Iran deal

    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.

    Back to reality: Gravity remains in place after Trump’s trip
    Photo by Bahsar Taleb/AFP via Getty Images (2385)
  • Analysis
  • Back to reality: Gravity remains in place after Trump’s trip

    The harsh realities of the region’s threats and challenges, like Iran and the Gaza war, stubbornly persist following the pomp and circumstance of Trump’s “spring bling” tour, which featured eye-popping dollar figures and an offer of a luxury jumbo jet from Qatar.

    US-Houthi Ceasefire Deal & the Future of Red Sea Security
  • Podcast
  • US-Houthi Ceasefire Deal & the Future of Red Sea Security

    The sudden announcement of a US-Houthi ceasefire, brokered by Oman, has halted Washington’s air campaign in Yemen and raised urgent questions about the future of Red Sea security. What prompted the deal, and what are its implications for maritime shipping, regional alliances, and the trajectory of Yemen’s civil war? This episode explores the strategic motivations behind the ceasefire, the role of Iran and Saudi Arabia, and how the Houthis could leverage the pause to regroup and expand their influence across the Horn of Africa.

    May 15, 2025

    A midstream appraisal of Trump’s historic Middle East trip
    Photo by BRENDAN SMIALOWSKI/AFP via Getty Images
  • Analysis
  • A midstream appraisal of Trump’s historic Middle East trip

    One of the strategic thrusts of the opening months of Trump’s second terms has been aimed at deepening America’s economic engagement with the leading economies of the Gulf. Thus, the first leg of his trip to the region resulted in a template for deeper US-Saudi ties.