Research & Commentary Results

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. 

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.

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With sanctions repealed, Syrian policymakers must ensure that growing volumes of credit reach beyond the narrow political and commercial networks that have generally dominated Syrian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.

This report outlines an actionable US roadmap to win in Lebanon, comprising eight chapters of specific policy interventions across the security, economic, and political dimensions needed to secure a sovereign Lebanon, lock in US gains against Iran, and permanently end the Israel-Lebanon conflict.

As part of a report outlining an actionable US roadmap to win in Lebanon, this article calls on the  international community to focus on helping Lebanon transition from a market participant to a neutral Referee, strictly enforcing competition and the rule of law across both the public and private sectors.

As part of a report outlining an actionable US roadmap to win in Lebanon, the author analyzes previous international donor strategies in Iraq, Lebanon, and Ukraine as Washington and its Gulf partners consider how to assist the new Lebanese government in crafting and implementing a national recovery plan.

After the US-Israel-Iran war — and the strikes that followed the cease-fire — the Gulf states find themselves dangerously exposed. Host Alistair Taylor is joined by MEI Associate Fellow Gregory Gause to discuss the war’s impact on the Gulf, their partnership with the United States, and whether the turmoil of recent months will push Gulf leaders to reassess their alliances and international engagement.

This report assesses the future sustainability of agriculture across North Africa using a multidimensional approach that considers the dynamics of water, climate, land, and economics. To enable this assessment of sustainable agriculture across the region, the author evaluates water resources reliability, water use efficiency, agricultural land sustainability, and the food sector economy for Egypt, Sudan, Libya, Tunisia, Algeria, Morocco, and Mauritania, and provides recommendations for action.

The US-Iran standoff over the Strait of Hormuz — disruptive to global trade and energy flows, and devastating for debt-burdened economies — has handed Pakistan an unexpected geoeconomic opportunity, one that may persist even if the framework agreement announced on June 14 results in a lasting peace and permanent reopening of the strait. But seizing it will have interlocking consequences for Islamabad’s ties with Tehran, Washington, and the Gulf states.