Research & Commentary Results

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.

A year after world leaders gathered in Sharm el-Sheikh to mark the end of the war in Gaza, Israel controls about 70% of the Strip, Hamas retains its arms, and reconstruction has yet to begin. Meanwhile, in the West Bank, record settler violence and settlement expansion are colliding with a Palestinian Authority on the brink of fiscal collapse. Hosts Alistair Taylor and Matthew Czekaj are joined by MEI Associate Fellow Tahani Mustafa to discuss why the Gaza peace plan is deadlocked, an increasingly emboldened Israel in the West Bank, Mahmoud Abbas’s postponement of Palestinian elections, the Palestinian Authority’s deepening economic crisis, and what role the US could play.

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.

In the summer of 2003, King Abdullah II told Bloomberg Jordan sits “between Iraq and a hard place,” a play on words designed to describe the kingdom’s challenging environment to an American audience amid the US-led Iraq war to the east and the lingering Palestinian-Israeli conflict to the west. Jordan is grappling with a much “harder place” today.

There may be no near-term resolution to the conflict between the United States, Israel, and Iran. The cease-fire and memorandum of understanding (MoU) signed on June 18  have broken down, there is little diplomatic engagement, and new flare-ups in early September indicate a further round of escalation. Gulf states may have no choice but to protect their assets and populations while trying to deter Iran by finding mechanisms of both containment and accommodation.

Across the Gulf, views differ widely on how the Iran war can and should end, and what the region will look like once it does. Yet on the crisis over the closure of the Strait of Hormuz, the view is near-unanimous that a repeat is not only possible but likely. That expectation, more than any single incident over the past year, is becoming a major driver of decision-making in industry and policy circles alike.

When Iranian drones struck two Amazon Web Services data centers in the UAE on March 1, 2026, and damaged a third in Bahrain the same morning, many thought this could spell the end of the Gulf’s AI ambitions. Whatever the intent, the attacks highlighted the new reality that data centers have now become targets in inter-state wars.

Egypt, which is not party to the war on Iran, has become a target as well as an intermediary in the conflict. As a result, the war has affected Egypt’s future calculations, particularly in three major areas: its economy, its security, and its regional alliances. 

Algeria and Morocco have long been at odds, but recent diplomatic moves may signal a widening geopolitical split in North Africa. Hosts Alistair Taylor and Matthew Czekaj are joined by MEI Senior Fellow Intissar Fakir to unpack Algeria’s decision to sever diplomatic ties with the United Arab Emirates and Morocco’s warming relations with both the UAE and Israel. They also explore linkages between these diplomatic shifts and the Western Sahara conflict, Moroccan domestic concerns, particularly in light of this week’s elections, as well as broader regional stability.

Apart from the brief honeymoon period between 1961 and 1963 under President John F. Kennedy and President Nazim al-Qudsi, US-Syria relations have never held such optimistic potential as they do today. Today, following the fall of Bashar al-Assad regime and the rise of a new government under President Ahmad al-Sharaa at the end of 2024, a new geopolitical window has opened.

Moroccans head to the polls on September 23 in a parliamentary election that is meant to formally close the chapter opened during last year’s Gen Z 212 protests. The demonstrations, which erupted almost exactly a year ago, drew attention to the mismatch that exists between Morocco’s economic and geopolitical ambitions, and the stark reality of its lagging domestic development.

Brian is joined by Amb. (ret.) Yael Lempert, Vice President for Outreach at MEI, to discuss her career in diplomacy and the importance of US diplomatic efforts abroad. She shares stories from postings across the Middle East in Baghdad, Cairo, Tripoli, Jerusalem, and Amman and examines how her personal and professional experiences shaped her approach to the work. Together, Brian and Yael discuss the realities of life in the Foreign Service, the core tenets of American diplomacy, and why it matters in today’s Middle East.

North African governments have sought to remain outside the US-Iran conflict, regardless of their differing alignments and preferences. Geography insulates them from the fighting, but not from the consequences. That duality is the region’s predicament: what makes North Africa useful to others is what leaves it exposed.

With sanctions repealed, Syrian policymakers must ensure that growing volumes of credit reach beyond the narrow political and commercial networks that have generally dominated Syrian finance. That will require a credit strategy aimed at sectors and regions historically excluded from formal finance. Syria’s specialized state banks offer an imperfect but ready-made mechanism to do so.

The MENA Energy Recap is a quarterly review of key energy developments that took place in the region from April through June of 2026 and what they signal in the months ahead. The Recap views these developments through the lens of policy and strategy, energy security, and markets.