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All Policy Analysis by Simon Henderson
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Brief Analysis
Lebanon’s (Verbal) Threat Against Israeli Gas Exploration
Production from Israel’s Karish offshore natural gas field is scheduled to start later this year.
Jun 6, 2022
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Simon Henderson
Brief Analysis
Iran Nuclear Explainer
A brief summary of technical terms relating to the country’s nuclear progress.
Jun 2, 2022
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Simon Henderson
High Oil Prices, Middle East Politics Cast Shadow Over Summer’s Start
The Biden administration is seeking to break a stalemate with MbS in Riyadh, but moves by Russia and Iran will also affect the trajectory of energy markets.
May 31, 2022
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Simon Henderson
Brief Analysis
De Facto Becomes De Jure as MbZ Is Named UAE President
The succession of one of the most energetic emerging Arab leaders suggests an even more active regional role.
May 16, 2022
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Simon Henderson
Brief Analysis
Qatari Visit to Iran Suggests Possible Policy Breakthroughs
The emir will likely seek a role in reviving the nuclear agreement, as well as Iranian help with accommodating World Cup fans later this year.
May 11, 2022
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Simon Henderson
Maps & Graphics
Brief Analysis
Renewed Saudi-Pakistan Contacts Revive Nuclear Fears
Deadlock in the Iran nuclear talks may prompt action by Riyadh, with Pakistani support.
Apr 27, 2022
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Simon Henderson
Brief Analysis
Saudi-Kuwaiti Tensions with Iran over Offshore Gas Field
A relatively straightforward legal dispute could have geopolitical consequences.
Apr 18, 2022
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Simon Henderson
Articles & Testimony
The Clock Runs Out on Imran Khan as Pakistan’s Prime Minister
Things to watch going forward include Islamabad’s relationship with traditional cash source Saudi Arabia and its geopolitical posture toward Iran and Afghanistan.
Apr 11, 2022
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Simon Henderson
Articles & Testimony
A Battle Over Oil Rages Alongside Russia’s War in Ukraine
The latest OPEC+ production decision is a clear statement that Saudi Arabia, the UAE, and other traditional American partners are still at loggerheads with Washington.
Mar 31, 2022
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Simon Henderson
Articles & Testimony
The Middle East—Read “Energy”—Complicates Ukraine Crisis
A new gas deal with Germany may help, but the Gulf states are taking a risk by intertwining urgent Western energy requests with seemingly tangential regional issues.
Mar 22, 2022
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Simon Henderson
Brief Analysis
A British Trip to Secure Extra Saudi Oil?
Boris Johnson’s expected visit reflects both the urgency of the crisis and the chill between Riyadh and the White House.
Mar 14, 2022
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Simon Henderson
Articles & Testimony
As the Ukraine Crisis Continues, the West Needs a Middle East Assist
The outcome of Israeli diplomacy, Iranian oil decisions, and Gulf hesitance may play a crucial role in the crisis, particularly if it drags on for months rather than weeks.
Mar 7, 2022
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Simon Henderson
Brief Analysis
Israel Juggles Diplomacy with Turkey, Cyprus, and Greece
A high-level visit to Athens was notionally about climate issues, but it also took advantage of a potential shift in regional politics, including with Turkey.
Mar 1, 2022
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Simon Henderson
Articles & Testimony
Why the US Needs Saudi Arabia to Help Put Pressure on Russia
Currently, the odds do not favor Riyadh making the substantial oil production increases sought by Washington.
Feb 25, 2022
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Simon Henderson
Articles & Testimony
Prepare for Russian Tanks to Crawl into Ukraine—and Cut Europe’s Energy
Although the immediate military horizon remains blurry, the longer-term energy crunch may be survivable, albeit painful.
Feb 15, 2022
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Simon Henderson
Brief Analysis
Bennett’s Bahrain Visit Further Invigorates Israel-Gulf Diplomacy
The trip reflects the diplomatic competition between Manama and Abu Dhabi, and also suggests that a breakthrough with the Saudis could be close.
Feb 14, 2022
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Simon Henderson
Brief Analysis
Saudi Arabia Adjusts Its History, Diminishing the Role of Wahhabism
The first celebration of Founding Day, on February 22, could be accompanied by other changes.
Feb 11, 2022
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Simon Henderson
Articles & Testimony
Energy Markets Take a Costly Turn with the Drama of World Tensions
In the current act, Russia enjoys advantages over its Western rivals, including high revenues and the gas that keeps Ukrainians and Germans warm.
Feb 7, 2022
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Simon Henderson
Brief Analysis
Israeli Defense Minister’s Visit to Bahrain Marks Major Advance
Iran is the dominant issue as top officials meet to finalize security pacts.
Feb 2, 2022
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Simon Henderson
Brief Analysis
Gas Likely to Top Agenda of Qatar’s White House Visit
Originally planned as a thank-you for crucial assistance in last summer’s withdrawal from Afghanistan, the meeting will probably focus on Doha’s potential role in addressing the Ukraine crisis instead.
Jan 31, 2022
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Simon Henderson
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