This report explores maritime security conditions in the Mediterranean and the evolving US engagement in the region. As critical infrastructure becomes increasingly vulnerable to sabotage, freedom of navigation is undermined by conflict, and energy disputes generate tension, US policy focus on the region has become fragmented and disengaged. The authors call for a sustained American role to strengthen maritime domain awareness, allied coordination, infrastructure protection, and the capacity to respond when Mediterranean crises affect US and transatlantic interests.
The Multiple Costs of the US–Iran War – From Hormuz to Europe and South Asia: The Widening Economic and Political Geography of the Conflict
Wars are decided by those who hold military power, but their costs are increasingly borne by those who have little or no voice in the decisions that start them. The US–Iran war shows this imbalance very clearly. Its economic consequences have gone far beyond the battlefield and have disrupted energy markets, trade routes, food supplies, public finances and investment in the Gulf, Europe, Africa and Asia. The most striking feature of the conflict, however, is not only the size of the damage but its very unequal distribution.
Geopolitical influence over trade increasingly rests on controlling the systems that make them work. The Middle East illustrates the stakes. US ports, cable corridors, cloud facilities, artificial intelligence (AI) investments, and maritime routes connect regional economies to global commerce while exposing them to external decisions and disruptions. For the United States, the challenge is to translate technological advantage into resilient networks rather than rely on centrality that can itself become a source of vulnerability and coercion.
Crude oil is flowing out of the Gulf again, but the market is no better prepared for another disruption in the Strait of Hormuz. It has assembled a temporary system for managing one. Crude exports from the Gulf, excluding Iran, returned to pre-war levels in September, while total Gulf shipments reached 15.5 million barrels a day, more than 80% of the pre-conflict volume.
Hizballah: The murderers of elected Lebanese politicians, the killers of peacekeepers, the thugs of the streets they dominated because all other militias had disarmed, the agents of destruction of their own communities on behalf of foreign paymasters reigning 1,000 miles away from Beirut, the brainwashers of children into an ideology of “resistance” that only invited invasion. That’s the Hizballah that today is begging the Lebanese state to return to them the 1,000 pounds of explosives so rudely taken from them by Lebanese soldiers doing their job at a checkpoint in the Bekaa Valley.
Many of the immediate consequences of the Israeli-American war with Iran are already clear. The further emergence of drones and missiles as dominant weapons of war; the danger to the global economy from the threats to vital chokepoints such as the Strait of Hormuz and the Bab el-Mandeb; and the inadequacy of US weapons procurement, among other issues, have garnered widespread and entirely merited attention.
In less than two decades, a string of offshore discoveries has turned the Eastern Mediterranean into a significant gas-producing region, making Israel an exporter, twice lifting Egypt into the ranks of liquefied natural gas (LNG) exporters, and giving Cyprus finds it has yet to bring to market. This backgrounder explores the potential and challenges of exploiting and managing LNG resources in the region.
How Lebanon can be Trump’s first success in a troubled region
The Trump administration has done more than any of its predecessors to restore sovereignty for a much traumatized nation, Lebanon. The Israel Defense Forces’ operations in 2024 against Hezbollah decimated that organization, long the “A Team” in global terror.
Kim Ghattas on a Murder That Explains the Middle East
Brian sits down with author and Emmy Award-winning journalist Kim Ghattas to talk about her new book, The Best Kind of American, which tells the story of the 1984 assassination of Malcolm Kerr, then president of the American University of Beirut. They discuss her inspiration for the project, what Kerr’s murder revealed about the Middle East at the time, and why his story still resonates four decades later.
Proponents of the war with Iran have taken recent increases in crude-oil flows through the Strait of Hormuz as proof that the US strategy is finally working. President Trump is so confident in this that he recently rejected a seven-day plan, set forward by Iran’s foreign ministry, to end the war and open the strait. The United States is “winning tremendously,” Trump boasted.
Special Episode: Saudi Oil After the East-West Pipeline Attack
Saudi Arabia’s East-West pipeline is back in operation after a drone attack from Iraq, blamed on Iran-backed militias, shut it down for nearly two weeks. The pipeline is the kingdom’s main way to export oil while the Strait of Hormuz is closed, so the shutdown dealt another blow to global energy markets. How vulnerable is this route, and what does that mean for the kingdom and the world economy? This episode of Middle East Focus features a recent MEI Virtual Briefing in which Director of Communications Zeina Al-Shaib is joined by MEI Senior Fellow Colby Connelly and MEI Affiliate Yesar Al-Maleki. They examine the new geopolitical risks facing the oil market, what further losses of global supply could mean for Saudi Arabia and the world economy, and which buffers outside the Persian Gulf could ease the pressure.
This article is part of a collection of short essays written by the Fellows of the Middle East Institute to explore aspects of the ongoing war with Iran. The intent of the collection is to help readers see new and unexpected elements of the dynamics and impact of the ongoing hostilities and to think harder, deeper, and broader about the implications of the conflict.
NATO: Time for a Europe-US Transatlantic Security Bargain
More than 30 years after NATO overcame the threat from the Eastern Bloc, the alliance is struggling. Russia is waging war on Ukraine, the US is trying to pivot to Asia, and fresh conflict has erupted on Europe’s doorstep, with Russia and China both seeking advantage. Unexpectedly, for an alliance feeling unmoored, herein lies opportunity.
Lebanon: Where the Axis of Resistance Breaks First
The war with Iran has not yet resolved the contest between Tehran and Washington, but it has already begun to reshape the Middle East — and nowhere as clearly in the United States’ favor as in Lebanon. The challenges in Lebanon have presented the US with a defining test: whether Washington and its partners have the determination to convert Iran’s material losses into lasting strategic change.
Iran’s Strategic Thinking: Lessons Learned and What Comes Next
The major wars Iran fights become the prism through which its leaders interpret future threats and opportunities. For four decades, Iranian foreign policy has reflected lessons learned from the Iran-Iraq war of 1980-88. Similarly, the US-Israeli wars of 2025 and 2026 will shape how Tehran thinks about deterrence, diplomacy, regional relationships, and the use of military power.
