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All Policy Analysis by Simon Henderson
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Brief Analysis
UAE Wealth Fund to Buy Share of Israeli Gas Field
If the $1.1 billion deal goes ahead, it will strengthen Abu Dhabi’s claim to be a player in the East Mediterranean.
Apr 27, 2021
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Simon Henderson
Articles & Testimony
Iran Moves Closer to a Diplomatic Breakthrough That May Upset Israel
A bevy of Israeli security officials will soon visit Washington against a backdrop of Vienna talks, Saudi engagement with Tehran, and continued nuclear moves.
Apr 22, 2021
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Simon Henderson
Articles & Testimony
‘Suspicious’ Blackout at Iranian Nuclear Site Almost Certain to Prompt Retaliation
Israel was silent the last time there was a mysterious explosion at Natanz, but this time Iran is not only being embarrassed, it is being humiliated.
Apr 12, 2021
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Simon Henderson
Brief Analysis
Iranian Nuclear Breakout: What It Is and How to Calculate It
With a basic knowledge of uranium enrichment and an interactive spreadsheet, governments and even the public can quickly work out how close Tehran may be to a nuclear weapon.
Mar 24, 2021
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Simon Henderson
Articles & Testimony
Attack on Saudi Oil Facility Means New Headache for Biden
One obvious remedy involves asking Riyadh to end its production cutback, but any such request could be complicated by the administration’s recent friction with the crown prince.
Mar 8, 2021
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Simon Henderson
Articles & Testimony
For Better or Worse: Which Way Will US-Saudi Relations Go Under Biden?
The new administration seems to regard Khashoggi’s death as merely the best known of the crown prince’s sins, but it is hard to see an alternative successor in the House of Saud.
Feb 26, 2021
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Simon Henderson
Brief Analysis
Israel Secures Egyptian Gas Export Route
A rare visit by an Egyptian cabinet official marks a significant upgrade in bilateral energy ties, though questions remain about Palestinian, Gulf, and environmental issues.
Feb 23, 2021
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Simon Henderson
Articles & Testimony
Blinken Picks Up the Phone to Firm Up Alliances—Except with Most Gulf Countries
The change of administrations and the realities of COVID-era diplomacy may give Gulf leaders a sense that they are being kept at a distance on key issues, including Iran’s nuclear program.
Feb 5, 2021
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Simon Henderson
Articles & Testimony
Will the Biden Team Tighten or Unravel US-Saudi Ties?
Explosions in Riyadh, uncertainty about the Iran nuclear deal, and a potentially damaging CIA report about Jamal Khashoggi’s murder are among the many factors that could alter the new administration’s calculus.
Jan 27, 2021
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Simon Henderson
Articles & Testimony
Is the Saudi “City of the Future” Overly Ambitious?
Major distractions from abroad have not changed the fact that NEOM remains central to the crown prince’s vision for transforming the kingdom, despite its steep political and financial challenges.
Jan 15, 2021
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Simon Henderson
Brief Analysis
Deciphering Iran’s Latest Nuclear Messaging
Tehran will continue maneuvering to secure a favorable new nuclear deal with the Biden administration, likely using a combination of bluffs and escalation.
Jan 14, 2021
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Simon Henderson
Articles & Testimony
The End of the Gulf Crisis Is Big News—But Middle East Sands Always Shift
The rift’s closure, while quite welcome, won’t produce instant Gulf unity or make the Iran nuclear issue any easier to solve.
Jan 5, 2021
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Simon Henderson
Articles & Testimony
Saudi Sentencing of Women’s Activist Sets Up Riyadh for a Clash with Biden
The topic of human rights has become a red line for Saudi leaders, who seem to perceive it as a purely domestic matter on which they will not countenance any foreign pressure.
Dec 28, 2020
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Simon Henderson
Articles & Testimony
Is OPEC Finally Beginning to Unravel?
Drastically lowered revenues, changing energy markets, political squabbling, and a new U.S. administration may eventually break the cartel’s cyclical status quo.
Dec 4, 2020
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Simon Henderson
Brief Analysis
Washington Pushes to End the Qatar Rift
Successful diplomacy could enhance Arab normalization with Israel and boost U.S. efforts to counter Iran, but it is unclear if Riyadh wants to bargain now or wait for Joe Biden.
Dec 1, 2020
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Simon Henderson
Articles & Testimony
Who Killed Mohsen Fakhrizadeh, Iran's Nuclear Chief? Israel Is the Likely Suspect
The operation’s professionalism and complexity suggest the involvement of Israeli personnel; either way, an Iranian security clampdown is inevitable.
Nov 27, 2020
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Simon Henderson
Articles & Testimony
Saudi-Israeli Diplomacy Progresses Amid Looming Middle East Challenges
The reported meeting between the crown prince and Netanyahu will likely shift normalization into the fast lane, but much can happen to slow, stop, or even reverse it.
Nov 24, 2020
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Simon Henderson
Brief Analysis
Saudi Arabia Faces Summit Scrutiny
The virtual G20 meeting in Riyadh will be watched closely for insights on the kingdom’s royal politics at home and its standing abroad.
Nov 20, 2020
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Simon Henderson
Brief Analysis
Latest Iran Nuclear Inspection Report Reveals Multiple Concerns
Headlines about increased stockpiles of enriched uranium are only half the story.
Nov 16, 2020
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Simon Henderson
Brief Analysis
Caucasus Clash Could Endanger Israeli Oil Imports
Israel’s normalization agreement with the United Arab Emirates may enable Gulf oil to make up for any break in Azerbaijani supplies, though this option could harm its ties with Baku and Turkey.
Oct 6, 2020
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Simon Henderson
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