Research & Commentary Results

This is a special edition of the MENA Energy Recap — a quarterly review of key energy developments that took place in the region from January through March of 2026 and what they signal in the months ahead. For Q1-26, the recap considers some of the long-term implications of the ongoing war in the region, which have caused the largest energy supply disruption in history, and what lessons these events hold for both near- and long-term energy dynamics in both the Middle East and the wider world.

The Middle East is both central to key United States interests and prone to instability. Yet US national security and defense strategic guidance has struggled to account for the unique demands of the region. Calls for strategic divestiture from the region have grown in prominence among analysts and policymakers alike in recent years.

China’s expanding role in the Middle East is often framed as geopolitical rivalry with other global powers, including the United States, Russia, India, and others; but this lens obscures the strategic subtlety of Beijing’s approach.

Once again, Iran and its proxy, Hezbollah, have dragged Lebanon into a war. But there are differences today. These differences are a cause for hope.

Trying to capture US President Donald Trump’s proudly unpredictable approach to foreign policy in fixed policy documents is inherently difficult. Surprise, leverage and improvisation are not bugs in Mr Trump’s world view; they are features. Yet the administration has now attempted this exercise twice: with the release of the National Security Strategy last December and the National Defence Strategy this January.

In the first year of his second term in office, US President Donald Trump focused considerable time and energy on the Middle East, but the results so far have been uneven. This report assesses the US government’s actions in the region over the past 12 months, from January 2025 through January 2026.

Whether the truce between Damascus and the Kurdish-led Syrian Democratic Forces holds or collapses will have major implications for neighboring Turkey, which has long-standing interests in Syria, but recent developments already point to a win for Ankara.

One of Donald Trump’s achievements was to bring about a ceasefire in Gaza, even if an imperfect one.

After months of building tensions, full-blown hostilities erupted between Syria’s transitional government and militia fighters linked to the Syrian Democratic Forces (SDF) in Aleppo on January 6. Through four days of fighting, government forces have now assumed full control of Syria’s second city, after expelling SDF-linked forces from its northwestern districts.

Since Israel’s 12-day war against Iran, Tehran and its network of regional proxies and non-state allies, the so-called Axis of Resistance, have entered a phase of strategic dormancy — an outward calm concealing rearmament, financial adaptation, and ideological renewal.

US President Donald Trump is scheduled to deliver a prime time address to the nation this evening at a moment when public support for his second term has hit new lows. No matter the topic Trump chooses to frame the national conversation as America heads into the holiday season, it is worth taking a step back and reflecting on the bigger story of what has occurred in the United States in 2025 and how these dynamics affect America’s relations with the rest of the world, including the Middle East.

Following another year of pivotal developments and transformational change, the Middle East could be poised to turn the page on many of its long-running conflicts and sources of instability. But lasting fruits of the processes begun in 2025 will require a determined, intentional focus by regional actors and the United States. Given current trends, MEI experts weigh in on where the region may be headed in 2026.