All Policy Analysis by Simon Henderson

The deal could eventually boost supplies to Egypt, though Hezbollah’s robust missile arsenal and public threats against East Mediterranean energy targets may dampen broader regional investment in the sector.

Implied lower prices would weaken economic forecasts for major Middle East oil producers.

Tehran has a history of stepping up its nuclear violations after public rebukes; in the current environment, such escalation could have regional proliferation implications.

The new emir’s suspension of parliament, followed by the appointment of a prime minister and crown prince, suggests a different direction for the oil-rich Gulf state.

Given the latest uptick in hostilities between Iran and Israel and their reported threats against nuclear facilities, the visit will likely emphasize diplomacy.

Multiple high-level visits suggest economic desperation mixed with strategic—and possibly nuclear—opportunism.

The floating storage vessel anchored above the offshore field could be a tempting target for Hezbollah.

Three experts address the thorny strategic questions arising from attacks on global shipping by the Yemen-based group.

The decision could lead to further spending reductions in the kingdom.

Prices are set by multiple factors in today’s oil markets, so predicting shocks based on Middle East crises is not a sure bet.

The effectiveness of the joint operation is not year clear, but either way it almost certainly wasn’t the concluding episode in Iran’s long-running game of Gulf proxy warfare.

The IAEA’s new uranium revelations are amplifying concerns about a potential multifront war between Israel and Iran.

Geographic location and oil wealth give the sheikhdom significance far exceeding its size and population.

Squeezed by weak oil prices, Riyadh is acknowledging that some of its economic plans are over-ambitious.

Amid ongoing uncertainty over Gulf shipping attacks and Russian oil diplomacy, the reserve is still running lower than it should.

Given the lack of a decisive U.S. response, further clashes will likely arise in strategically crucial waterways whenever Tehran sees fit to nudge the Houthis.

The conference agenda extends well beyond climate issues, with implications for regional rivalries, U.S.-Emirati relations, and Israeli wartime diplomacy.

As Iran-backed proxies continue targeting Israeli and U.S. interests, mounting public anger in the Gulf states might spur leaders to announce production cuts at this week’s cartel meeting.

The post-attack shutdown of the Tamar gas field had highlighted the vulnerability of Israel’s energy infrastructure.

The Gulf state is using its close relationship with Hamas to help secure the release of Gaza hostages, but these same relations could wind up damaging its political and military ties with the United States.