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All Policy Analysis by Simon Henderson
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Articles & Testimony
What AQ Khan’s Diaries Tell About Pakistan’s Drive for a Nuclear Bomb
The custodian of the infamous scientist’s four-decade-long journal offers new insights into his proliferation role and relationship with Pakistani military authorities.
Oct 12, 2021
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Simon Henderson
Brief Analysis
Saudi Soccer Investment Augurs a Different Gulf Rivalry
Riyadh’s purchase of a struggling English club could shift some of the region’s core tensions and maneuvering to a different field of play.
Oct 8, 2021
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Simon Henderson
Articles & Testimony
High Prices, Winter Shortages Delay Arrival of Post-Fossil Fuel World
The long timeframes and commercial calculations involved in such a transition have left Washington and other capitals more reliant on OPEC+ decisionmaking than they would like.
Oct 6, 2021
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Simon Henderson
Brief Analysis
Qatar’s Council Election Has Gulf-Wide Implications
The long-delayed poll will be watched carefully by the country’s neighbors, though the sundry restrictions on voters and council members may limit its near-term policy impact.
Sep 30, 2021
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Simon Henderson
Brief Analysis
Tweet Signals Major Upgrade in Relations Between U.S. Gulf Allies
Yet the photo of an informal meeting among the Saudi, Qatari, and UAE leaders also suggests their uncertainty about American support.
Sep 20, 2021
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Simon Henderson
Brief Analysis
UAE-Israel Gas Deal (Finally) Finalized
Given ongoing environmental concerns over energy cooperation, the chances that the two partners will fully realize their commercial potential are still up in the air.
Sep 3, 2021
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Simon Henderson
Articles & Testimony
As Kabul Evacuation Winds Down, Pakistan Will Take Center Stage
Although Pakistan will be playing its own games in Afghanistan (and against India), planners in the Pentagon will still need to work with Islamabad to preserve future overflight options.
Aug 30, 2021
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Simon Henderson
Articles & Testimony
As America Exits, History Repeats Itself in Afghanistan
The question is whether and how these historical echoes will affect decisionmaking in Russia, Iran, China, Pakistan, and India.
Aug 14, 2021
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Simon Henderson
Articles & Testimony
What’s Behind Biden’s Not-So-Green Request for More Oil?
The announcement raises several awkward geopolitical questions, but market factors may ultimately make U.S. pressure moot.
Aug 12, 2021
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Simon Henderson
Articles & Testimony
What’s Worse for the Price of Oil—a Belligerent Iran or a Resurgent COVID?
The latest price lurch was rooted in the pandemic’s impact on China’s economy, not the apparent Iranian strike on an Israeli tanker.
Aug 2, 2021
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Simon Henderson
Brief Analysis
Israel-UAE Pipeline Deal Delayed by Environmental Concerns
A bureaucratic skirmish in Naftali Bennett’s coalition government could impede Jerusalem’s growing ties with Abu Dhabi.
Jul 26, 2021
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Simon Henderson
Articles & Testimony
OPEC Will Boost Oil Output—But Don't Expect Lower Prices at the Pump
Although more supplies will be coming to market, the economic impact of this decision will depend on issues of timing, royal rapprochement, and new COVID surges.
Jul 19, 2021
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Simon Henderson
Articles & Testimony
Expect Political Consequences from Higher Oil Prices During the Summer Driving Season
Gulf squabbles over production quotas highlight the industry’s uncertain future, but in the meantime Washington may have to deal with heightened pressure at home.
Jul 8, 2021
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Simon Henderson
Brief Analysis
Saudi Visit to Washington Will Have a Thorny Agenda
Hosting Prince Khalid is a good look for the bilateral relationship, but discussions may prove difficult given complications over defense sales, Israeli normalization, OPEC infighting, and continued fallout over the Khashoggi affair.
Jul 6, 2021
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Simon Henderson
Articles & Testimony
The Worst of COVID-19 May Be Over, But It’s Still a Factor in the Price of Oil
The issue will likely dominate discussions at the next OPEC+ meeting, but the longer-term economic and geopolitical repercussions are trickier to gauge.
Jun 30, 2021
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Simon Henderson
Articles & Testimony
Have We Already Failed to Ensure That Iran ‘Never Gets a Nuclear Weapon’?
Such weapons have spread surprisingly slowly since the end of World War II, but this template may be changing amid unsustainable ambiguity over the future of Tehran’s program.
Jun 25, 2021
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Simon Henderson
Brief Analysis
Iran Nuclear Watchdog Report Suggests Impact of Suspected Israeli Sabotage
News of apparent enrichment setbacks has been offset somewhat by troubling developments in other aspects of the program, not to mention sharp Israeli warnings, diplomatic uncertainty in Vienna, and a pair of sobering nuclear anniversaries.
Jun 1, 2021
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Simon Henderson
Articles & Testimony
Wondering Why Gas Costs So Much? Blame Consumer Demands and the Oil Market
A post-oil future isn’t without risks, whether for Middle Eastern producers or Western economies still tied to hydrocarbons in myriad ways.
May 28, 2021
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Simon Henderson
Brief Analysis
Bahrain’s Interlocking Regional and Domestic Tensions
Manama is still grappling with the complex challenge of developing ties with Israel while coping with homegrown Shia militancy.
May 10, 2021
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Simon Henderson
Brief Analysis
Lines in the Sea: The Israel-Lebanon Maritime Border Dispute
Benefitting from offshore natural gas reserves should be a win-win situation, but in this case the players may turn it into a zero-sum game.
May 3, 2021
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Simon Henderson
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