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All Policy Analysis by Simon Henderson
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Articles & Testimony
With Saudi-Iran Diplomacy, Is China Pushing the US Aside in the Middle East?
The surprise development may have more to do with resolving the Yemen war than rebuking the Biden administration, but the full implications will take time to register.
Mar 13, 2023
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Simon Henderson
Articles & Testimony
Is Iran Ready to Build a Nuclear Bomb or Not?
The Biden administration’s mixed messages about the significance of new enrichment revelations will make it more difficult to decide next steps.
Mar 1, 2023
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Simon Henderson
Brief Analysis
Yemen Peace Accord Appears Increasingly Possible
A deal would leave the Iran-backed Houthi rebels in control but allow the Saudis to disengage from a costly and intractable war, potentially opening up further diplomatic possibilities.
Feb 28, 2023
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Simon Henderson
Brief Analysis
Israel Planning to Export Gas via LNG Ship
The option, which would take several years to develop, would reduce or even remove the current need to export gas via Egypt.
Feb 22, 2023
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Simon Henderson
Articles & Testimony
Iran Enriched Uranium to 84 Percent—But Can It Make a Nuclear Bomb?
The new reported level is well beyond most people’s “red line” and will likely draw much attention at the IAEA's March meeting.
Feb 20, 2023
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Simon Henderson
Brief Analysis
Bahrain Reveals Visit by Israel’s Top General
The meeting highlights the continuing U.S.-led focus on the Iranian threat and the underlying strength of the Abraham Accords.
Feb 10, 2023
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Simon Henderson
Articles & Testimony
Musharraf’s Life Story Tracked Pakistan’s Struggle with the U.S.
The late leader’s funeral also shed light on the status of military-civil relations in Islamabad, where governments come and go but the military remains the most powerful party.
Feb 8, 2023
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Simon Henderson
Articles & Testimony
We’ll Need Oil for Decades to Come—and OPEC Needs the High Price
As the cartel’s top players discuss their future production goals, Western leaders are becoming increasingly concerned that oil policy will be warped by Moscow’s desire to grind out a victory in Ukraine and punish Kyiv’s backers.
Jan 31, 2023
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Simon Henderson
Brief Analysis
Arab Gulf States Shift Toward More Harmonious Relations
After years of simmering tension, the recent evidence of positive change cannot be ignored.
Jan 30, 2023
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Simon Henderson
Brief Analysis
Secretive Agenda for Pakistani Military Visit to Saudi Arabia and the UAE
Official mentions of “military and defense cooperation” could include sharing of nuclear and missile technology.
Jan 9, 2023
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Simon Henderson
Articles & Testimony
Are the Saudis Reconsidering Their Nuclear Posture?
Various historical and recent factors suggest that the nuclear dimension of Gulf politics is again in flux amid a deepening world energy crisis.
Dec 12, 2022
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Simon Henderson
Brief Analysis
What Saudi Arabia Wants from President Xi’s Visit
China is already one of the kingdom’s major commercial partners and a significant supplier of military and nuclear technology, but Riyadh wants more of each.
Dec 6, 2022
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Simon Henderson
Carol Silber
Brief Analysis
UAE Leader Visits Qatar: An Advance, Not a Breakthrough
Sandwiched between meetings with a Taliban leader and Israel’s president, the Doha trip reflects the scope and versatility of Emirati diplomacy.
Dec 5, 2022
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Simon Henderson
Articles & Testimony
Inflation, Soccer, Russia’s Mischief—Will Anyone Pay Attention to OPEC+?
Whether or not the cartel tweaks production quotas at its next meeting, ongoing global crises and the approach of a dark, cold winter in Europe may yet cause economic shudders.
Dec 1, 2022
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Simon Henderson
Brief Analysis
Pakistan’s New Military Leader and the Gulf
For U.S. and Gulf officials alike, the appointment of a potential military dictator in the world’s only nuclear-armed Islamic state bears close watching.
Nov 28, 2022
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Simon Henderson
Brief Analysis
Gulf Rivalries and the Qatar World Cup
Nearly two years after Gulf neighbors put a splint on their diplomatic fracture with Doha, persistent tensions and historic quarrels will form a major part of the competition’s backdrop.
Nov 17, 2022
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Simon Henderson
Brief Analysis
Iran Faces Renewed Censure at Vienna Nuclear Meeting
A resolution condemning Tehran’s unwillingness to provide access to potential weaponization sites is an effective way to apply pressure, but also risks retaliation.
Nov 15, 2022
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Simon Henderson
Brief Analysis
The Sectarian Shadow Over Bahrain’s Election
The results will indicate how the Sunni government is managing its majority Shia citizenry.
Nov 10, 2022
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Simon Henderson
Articles & Testimony
High Prices, War in Ukraine, a Cold Winter Ahead—and Now OPEC+ Piles On
The oil cartel’s reported plan to cut production could roil global markets, U.S.-Gulf relations, and American voter sentiment.
Oct 4, 2022
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Simon Henderson
Brief Analysis
Kuwait’s Election Offers Insights on Wider Gulf Politics
The vote and the events leading up to it reflect a system in near-paralysis rather than an example for neighbors to emulate.
Sep 28, 2022
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Simon Henderson
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