Watching Trump’s second term unfold from the Middle East
Observing the unfolding of President Donald Trump’s second term from the Middle East is as confusing and disorienting as it must be from the United States. In Palestine, Egypt, and Jordan, urgent concern is focused on Trump’s surprise plan to take over the Gaza Strip, displace its population, and rebuild it as the “Riviera of the Middle East.” In Israel, the right wing is extremely pleased with Trump’s gift, but they don’t know what he has planned for the West Bank. In the Arab Gulf monarchies, leaders are generally happy to be dealing with Trump again but are alarmed by the recklessness of his Gaza plan and concerned about the potential impact his energy and tariff policies could have on their economies.
Act 1 of Trump’s Middle East policy: Off script or no script?
The Trump administration’s Middle East approach in its first three weeks back in office was filled with plenty of sound and fury. It’s still too soon to tell whether all of the noise signifies much of anything for the region, yet there are few promising signs of a smooth ride ahead.
Impact of the Russo-Ukrainian war on energy flows from the Arab Gulf states
Nearly three years on, Russia’s full-scale invasion of Ukraine in February 2022 has reshaped trade and investment in the energy sector, leading to an increase in Gulf imports of Russian oil and a sharp rise in the region’s hydrocarbon exports to Europe as well as further fueling the growth of Gulf investment in renewable energy projects located in and targeting the continent.
Beyond “Maximum Pressure” in US Policy on Iran: Leveraging Regional Partners to Contain Iran's Actions and Shape its Future Choices
In his second term in office, President Donald Trump faces a Middle East undergoing multifaceted upheaval and an Islamic Republic of Iran currently in its weakest and most isolated position since the founding of the regime in 1979. Yet far from permanently subdued, Tehran continues to move closer to building a nuclear weapon, and it is trying to preserve its regional network of proxies and non-state allies. Trump now faces an important strategic choice on Iran policy. This report analyzes three overarching dynamics: the shifting strategic landscape across the Middle East in 2023-24; the impact of these shifts on Iran and its Axis of Resistance network; and Iran’s current position and standing at home and in the region. It concludes with a series of strategic-level recommendations for the new administration.
A different Middle East: How should Washington respond?
A very different Middle East will greet President-elect Trump this month compared to the region he experienced during his first term. However, there are opportunities to advance American interests for a more stable and less conflictual Middle East, which might not require the kind of intense US commitment we have seen over the last quarter-century.
Saudi Arabia’s diversified support for a two-state solution
More than a year has passed since the horrific attacks that took the lives of 1,200 innocent Israeli citizens on Oct. 7, 2023, a devasting day that led to many more devasting days in Gaza, where tens of thousands of innocent people have died and countless more have experienced suffering on an industrial scale. All hopes that the war might soon wind down are fading, as the conflict has expanded regionally and internationally and attention has been diverted to a hot cease-fire in Lebanon and the dramatic events unfolding in Syria. Saudi Arabia can help support a credible path to peace.
Accelerating Solar Power Deployment in the Arab Gulf States
There is currently a discrepancy between the strategic objectives and enabling conditions for solar power in the Gulf and the level of actual deployment. Despite the region’s considerable promise as a potential global leaders in solar power, including one of the world’s highest levels of solar irradiance and strong supporting operating conditions, renewable power accounted for only 2% of generation capacity in 2022.
Solar Power in the Gulf: Leaders and Laggards in Regulatory Support for Solar Power Deployment
The hydrocarbon-rich Gulf states are located in the heart of the global sunbelt, endowing them with some of the greatest solar resources in the world. Peak load hours in these countries also align well with daily and seasonal solar radiation levels. Nevertheless, actual deployment of renewable power, including solar, is among the lowest in the world, even though output has increased significantly over the past five years. This paper analyzes why solar power has seen some success in a few states, while in others there has been little momentum.
Beyond oil: Google’s big bet on Saudi Arabia’s AI future
In a landmark move signaling the growing importance of the Middle East in the global tech landscape, Google has entered into a strategic partnership with Saudi Arabia’s Public Investment Fund (PIF), the kingdom’s sovereign wealth fund. The partnership underscores the “growing interlink” between AI and energy, as Saudi Arabia — along with the United Arab Emirates and other Gulf states — uses its energy surplus to power data centers, a critical pillar of AI infrastructure.
Over the past month, Iran and its regional network of allies and proxies – The Axis of Resistance – has suffered a string of dramatic losses and defeats. What is the future of the Axis and its members, and what can the US and its allies do to confront and disrupt this Iranian-led network?
