The closure of the Strait of Hormuz marks a rupture in the post-1970s energy order, with consequences that may redefine how the global economy functions The US and Israeli-led war on Iran has initiated a chain reaction that has culminated in the most significant oil supply disruption in modern history. Iran’s retaliatory strikes against …
Read More »Chokepoints and control: Iran war and the new geopolitics of connectivity
The most consequential conflicts are no longer fought over land, but over the networks that bind the world together and over who gets to use them, and on what terms In the aftermath of the Iran war, global power dynamics would shift decisively from territorial control to the management of …
Read More »How Will the Gulf Arab Economies Change Post-War?
Recovery Will Not Be Simply a Return to the Old Model, Now That Gulf States Are Diversifying Their Energy and Economies After Israel and the United States attacked the Islamic Republic of Iran on February 28, 2026, the Islamic Revolutionary Guard Corps responded with missiles and drones targeting oil facilities, …
Read More »Iran’s War on Gulf State Energy Infrastructure Reverberates Beyond Oil and Gas
Even Limited Damage Can Force Shutdowns, Suspend Exports, and Trigger Panic Across Energy Markets The Gulf Cooperation Council states—Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates—long have sustained global energy stability. As the conflict with Iran expands, it directly threatens Persian Gulf oil and gas infrastructure and …
Read More »The Gulf States’ Carbon Capture and Storage Ambitions
The GCC states have invested heavily in carbon capture and storage systems to lower their atmospheric emissions and take advantage of the high demand for these services in the years to come. The states of the Gulf Cooperation Council (GCC), long among the world’s greatest oil producers, are going through a …
Read More »The China-GCC Equation: Energy, Critical Minerals, and Geopolitical Strategy
As the GCC states undergo economic diversification efforts, they have increasingly turned to China for help—and Beijing has happily reciprocated. The geopolitical environment surrounding renewable technology and essential minerals is changing dramatically as the globe speeds up its journey to sustainable energy. China, which has become the main actor in the …
Read More »Iran Grapples with the Collapse of the Shia Crescent
The fall of Assad marks a pivotal blow to Iran’s regional strategy, reshaping its influence in the Middle East. Radical shifts in the regional balance of power have forced Iran to reconsider its long-held foreign policy of propping up anti-U.S. and anti-Israel forces—the so-called “Axis of Resistance,” a strong network of proxy …
Read More »Breaking Down Saudi Arabia’s Ambitious Climate Agenda
After decades of growing rich on oil exports, Riyadh recognizes that it must adapt to a changing climate and global economy if the Kingdom—and Saudi leaders are betting big. In the last half-decade, Saudi Arabia has deliberately set out to realize a green economy and achieve an energy transition that …
Read More »Navigating New Horizons: The Gulf’s Dynamic Energy Landscape in 2024
In 2024, the Gulf’s energy sector is poised at a critical juncture, balancing the traditional reliance on hydrocarbons with ambitious strides toward renewable energy and economic diversification amidst global economic fluctuations and regional geopolitical tensions. The Middle East played a significant role in the global energy market in 2023, navigating the delicate …
Read More »Gulf States’ Opportunities in Kazakhstan’s Emerging Economy and the Middle Corridor
As the world’s great powers and the GCC states cast their attention toward the region, the nations of Central Asia could play a major role in facilitating trade between Europe and China. When U.S. President Joe Biden and Chinese President Xi Jinping met in San Francisco to patch up Sino-American …
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