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All Policy Analysis by Simon Henderson
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Articles & Testimony
Military Is Fourth Party Shaping Pakistan’s Elections, and Future
Foreign policy, defense policy, and the lion’s share of the national budget remain in the army’s hands, giving it major sway over politics.
Jul 25, 2018
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Simon Henderson
Articles & Testimony
Could Oil Prices Skyrocket to $200 a Barrel...or More?
Energy markets are sophisticated enough to absorb small amounts of bad news and presidential tweets, but they don't like protracted uncertainty.
Jul 24, 2018
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Simon Henderson
Articles & Testimony
What the Stolen Iranian Nuclear Secrets Do, and Don’t, Reveal
The Israeli revelations make the argument for sticking with the nuclear accord much more difficult to sustain.
Jul 17, 2018
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Simon Henderson
Articles & Testimony
A 'Pause' Is Not a Ceasefire in Yemeni War
Although fighting has come to a momentary standstill, the risks of a 'perfect storm' still hang low over the port city of Hudaydah.
Jun 29, 2018
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Simon Henderson
Articles & Testimony
OPEC Nations, Including Iran, Subject to Moscow-Riyadh Decisions
The cartel’s latest meetings may solidify a Saudi-Russian axis on oil, and could portend future diplomatic cooperation and military sales as well.
Jun 21, 2018
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Simon Henderson
Articles & Testimony
Quarter-Million Lives at Risk in Latest Battle for Yemen
Now that the operation has begun, bipartisan congressional threats to sever U.S. military assistance because of humanitarian concerns will be tested.
Jun 14, 2018
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Simon Henderson
Articles & Testimony
New Arab Gulf Council Reflects Shift in Strategy, Leadership
As the Gulf's cohesion continues to erode, could a united political front composed of Saudi Arabia and the UAE be the glue the region needs?
Jun 11, 2018
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Simon Henderson
Brief Analysis
Saudi Cabinet Changes: The 'March of Modernization'?
The raft of new appointments reflects the crown prince’s vision of transforming the economy, but a simultaneous statement about recent arrests shows the limits on political freedom.
Jun 4, 2018
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Simon Henderson
Brief Analysis
Jun 4, 2018
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Simon Henderson
Brief Analysis
May 26, 2018
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Simon Henderson
Articles & Testimony
Saudi Arabia Hits the Brakes on Reforms
Arresting feminists doesn’t inspire faith in the crown prince’s much-hyped reform agenda.
May 22, 2018
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Simon Henderson
Articles & Testimony
Petroleum's Rising Price Depends on Supply and Politics
A boost in Saudi production to make up for any Iranian shortfall, joined by an expansion in regulated U.S. fracking, might help keep fuel costs in check.
May 21, 2018
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Simon Henderson
Maps & Graphics
Brief Analysis
Technical Implications of Trump’s JCPOA Announcement
Now that the nuclear deal is off, Iran’s next steps will be shaped at least in part by the technical capabilities of its enrichment program and related efforts.
May 9, 2018
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Simon Henderson
Articles & Testimony
The Details Reveal the True Danger of Iran’s Secret Nuclear Program
A guide to the key jargon and technical minutiae underlying Netanyahu’s troubling accusations against Iran.
May 1, 2018
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Simon Henderson
Articles & Testimony
Pompeo Says ‘Enough’ to Gulf Royals’ Rift with Qatar
His unexpected approach is probably a consequence of the simple judgment that the bickering leaders have a more important issue to focus on: Iran.
Apr 30, 2018
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Simon Henderson
Articles & Testimony
Awaiting Change: State of the Arab World Is Captured in Photo from Saudi Summit
Washington should continue looking past the public statements of the Arab League, an institution more famous for brakes than breakthroughs.
Apr 24, 2018
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Simon Henderson
Articles & Testimony
Saudi-Hosted Arab Summit Balances Reality and Irrelevance
Whatever the summit's outcome, perhaps the most important question for the Arab League's future is when dynamic and confrontational young leaders like MbS will fully take the reins.
Apr 13, 2018
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Simon Henderson
Articles & Testimony
White House Meeting with Emir of Qatar Holds Potential for Deal, or Two
The summit could yield tentative agreements on any number of issues, from Arab-Israeli peacemaking to energy and arms deals.
Apr 8, 2018
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Simon Henderson
Brief Analysis
Apr 8, 2018
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Simon Henderson
Brief Analysis
Bahrain Enters the Oil Big League
The kingdom's discovery of a huge new oil field could change the economic and political fortunes of a key Gulf ally.
Apr 4, 2018
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Simon Henderson
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