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When Will Energy Markets Recover From the Iran War?
  • Podcast
  • When Will Energy Markets Recover From the Iran War?

    Two and a half months into the blockade of the Strait of Hormuz, what lessons can markets draw from the resulting global energy shock? Colby Connelly, MEI Senior Fellow, joins hosts Alistair Taylor and Matthew Czekaj to assess the crisis’s impact on the energy industry. Together, they examine how producers are responding to the conflict in both the short and long term, how this moment differs from past energy disruptions, and how regional reverberations may shape international energy policies going forward.

    May 21, 2026

    MENA Energy Recap, Q1-2026: Four Lessons From the Return of Tail Risk
    Photo by Elke Scholiers/Getty Images
  • Report
  • MENA Energy Recap, Q1-2026: Four Lessons From the Return of Tail Risk

    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.

    What Does the UAE’s Departure Mean for OPEC+?
  • Analysis
  • What Does the UAE’s Departure Mean for OPEC+?

    The UAE’s departure represents an undeniable strategic setback for OPEC+. Its most likely response will be to shore up the amount of output capacity subject to quotas. For now, there are two clear pathways it could take to accomplish this, although neither represents a quick fix.

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    The GCC and the road to net zero
    Photo by FAYEZ NURELDINE/AFP via Getty Images
  • Analysis
  • The GCC and the road to net zero

    The Gulf Arab states, while major oil and gas producers, can play a significant role in supporting global efforts to achieve net-zero goals. They are not only endowed with great potential for renewable energy resources as well as some of the world’s lowest carbon content fuels, but also with, to varying extents, sizable financial resources. Yet, to unlock such huge potential, the Gulf Arab states will need to systematically identify and address the various challenges in their path to net zero.

    March 2, 2023

    Iraq needs renewables, but they won’t solve its power problems without broader reforms
    Photo by Chris McGrath/Getty Images
  • Analysis
  • Iraq needs renewables, but they won’t solve its power problems without broader reforms

    Despite massive hydrocarbon reserves, Iraq struggles with chronic electricity shortages. There is a clear need to explore cleaner alternatives, such as renewable energy systems, yet the deployment and integration of these systems would be hindered by the same structural woes that have crippled the electricity sector, and which go far beyond generation issues.

    February 21, 2023

    The geopolitics of energy transition in MENA: Mitigating risks, exploring new opportunities
    Photo by VCG/VCG via Getty Images
  • Analysis
  • The geopolitics of energy transition in MENA: Mitigating risks, exploring new opportunities

    Energy remains at the heart of the geopolitical chessboard. Despite recent advances in the development of renewable energy sources, their share in the energy mix remains limited as oil still meets most of the transportation sector’s needs. The development of renewable energies is not yet able to drastically change this reality.

    February 14, 2023

    2023 ADSW: A solid start for a climate-focused year in the UAE
    Photo courtesy of the author.
  • Commentary
  • 2023 ADSW: A solid start for a climate-focused year in the UAE

    This year’s Abu Dhabi Sustainability Week focused on both adaptation strategies and mitigation actions. Judging by the solid foundation established at this conference, and building on the efforts the UAE launched in previous years, the upcoming COP28, which will be hosted in Dubai, appears to have all the ingredients to bring together relevant stakeholders and deliver on its promises.

    January 27, 2023

    Kurdistan gas and diversification
    Photo by Reza/Getty Images
  • Analysis
  • Kurdistan gas and diversification

    The issue of diversification is difficult but urgent, given increasingly tight global climate policies, the advances of non-fossil technologies, and the limited lifespan of the KRI’s oil resources. Harnessing the region’s natural gas productively is the first step to a cleaner and more diversified economy.

    January 20, 2023

    A new momentum: Recalibrating Germany's foreign policy toward the Gulf monarchies
    Photo by Sean Gallup/Getty Images
  • Analysis
  • A new momentum: Recalibrating Germany's foreign policy toward the Gulf monarchies

    Facing the profound challenge of trying to diversify its energy supply while a destabilizing war rages on in Ukraine, Germany has looked to several Gulf monarchies to forge new energy partnerships. Notwithstanding heated domestic debates over controversial topics such as their human rights record, Berlin should consider a more comprehensive strategic approach toward the Gulf monarchies that encompasses issues beyond energy supply, such as joint efforts in regional integration and development.

    January 20, 2023

    Eastern Mediterranean gas discoveries, progress, and what to watch in 2023
    Photo by Danil Shamkin/NurPhoto via Getty Images
  • Analysis
  • Eastern Mediterranean gas discoveries, progress, and what to watch in 2023

    The challenge of developing export strategies for the offshore natural gas resources concentrated in the Eastern Mediterranean predates the Russo-Ukrainian war. Yet over the course of 2022, Europe’s intensifying energy crisis created a new and more immediate incentive to solve those export challenges, despite a great deal of work still to be done.

    Rome’s Economic Rebalancing in the Maghreb
  • Commentary
  • Rome’s Economic Rebalancing in the Maghreb

    For the past ten years, Italy and Morocco have been two of the most economically dynamic countries in the Mediterranean basin. Morocco’s rise as a manufacturing and distribution hub for companies seeking to nearshore operations close to mature European end-markets, as well as emerging African end-markets, has created new potential synergies for a deeper Italy-Morocco commercial partnership.

    What the United Nations’ 6th Climate Assessment tells us about the Mediterranean’s climate future
    Fadel Senna /AFP/Getty Images
  • Analysis
  • What the United Nations’ 6th Climate Assessment tells us about the Mediterranean’s climate future

    The latest U.N. IPCC report details the alarming changes that Mediterranean countries will experience in the coming decades due to climate change, highlighting three critical areas — warming and droughts, declining ecosystems, as well as socioeconomic and public health risks.

    December 19, 2022

    Dispatches from Sharm el-Sheikh: Reviewing COP27 from the MENA perspective
    Photo by Sean Gallup/Getty Images
  • Commentary
  • Dispatches from Sharm el-Sheikh: Reviewing COP27 from the MENA perspective

    Participating in COP27 provided a unique opportunity to view the proceedings firsthand and evaluate the effectiveness of the meeting in advancing critical climate priorities that can alter the alarming trajectory of future climate change.

    November 29, 2022

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