News and analysis
MENA Strategic Bulletin – In Yemen, Hadhramaut heats up
Tensions in Hadhramaut, Yemen’s largest and most economically significant governorate, rose sharply in late November.
December 5, 2025
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This page provides a snapshot of some of our written coverage of financial market and macroeconomic trends, policy issues, and the security, geopolitical and energy landscapes.
Our analysis is forward-looking and directional in focus, pinpointing emerging sector trends and policy issues with the potential to affect decision-making. We are supported by an on-the-ground network and team of international experts.
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News and analysis
MENA Strategic Bulletin – Saudi to expand alcohol access; US moves towards FTO designation of Muslim Brotherhood
Saudi Arabia plans to expand alcohol access – for some while the US moves towards FTO designation of Muslim Brotherhood
November 28, 2025
News and analysis
MENA Strategic Bulletin – UNSC establishes framework for Palestinian leadership and governance; Saudi moves to close AI gap with UAE
UNSC establishes framework for Palestinian leadership and governance; Saudi moves to close AI gap with UAE
November 21, 2025
Archive
News and analysis
MENA Strategic Bulletin – In Yemen, Hadhramaut heats up
Tensions in Hadhramaut, Yemen’s largest and most economically significant governorate, rose sharply in late November.
December 5, 2025
News and analysis
MENA Strategic Bulletin – Saudi to expand alcohol access; US moves towards FTO designation of Muslim Brotherhood
Saudi Arabia plans to expand alcohol access – for some while the US moves towards FTO designation of Muslim Brotherhood
November 28, 2025
News and analysis
MENA Strategic Bulletin – UNSC establishes framework for Palestinian leadership and governance; Saudi moves to close AI gap with UAE
UNSC establishes framework for Palestinian leadership and governance; Saudi moves to close AI gap with UAE
November 21, 2025
News and analysis
MENA Strategic Bulletin – Bahrain’s normalisation stance faces stress test; Sudani’s election victory at risk in Iraq
Upcoming GCC summit presents Bahrain with both a stage and a stress test; Sudani wins Iraqi election but intra-Shia deals to decide next PM
November 14, 2025
News and analysis
MENA Strategic Bulletin – OPEC+ balances supply growth and stability; GCC regulators aligning on real estate
OPEC+ takes a controlled step to unwind voluntary production cuts, while the GCC seeks to strengthen institutional capacity in real estate.
November 7, 2025
News and analysis
MENA Strategic Bulletin – The UAE’s Sudan gamble starts to unravel; UAE–US Orion deal deepens critical minerals ties as supply chain risks grow
Developments in Sudan and critical minerals cooperation highlight the UAE’s growing influence across the North and Horn of Africa
October 31, 2025
News and analysis
MENA Strategic Bulletin – Israeli attacks on Lebanon endanger ceasefire; Washington pushes Morocco-Algeria rapprochement
The US-led ceasefire in Lebanon falters amid Israeli strikes and lack of disarmament progress; Washington pushes for Algeria-Morocco peace.
October 24, 2025
News and analysis
MENA Strategic Bulletin – US–Qatar diplomacy enters new phase; Russia’s influence in Syria wanes
A new military training base reaffirms Qatar’s strategic importance to Washington as Damascus redefines its relationship to Russia.
October 17, 2025
News and analysis
MENA Strategic Bulletin – KSA liberalises markets amid fiscal pressure; Morocco’s Gen Z protests resume
Saudi budget pressures test the viability of state-led diversification while in Morocco, Rabat weighs its response to Gen Z 212.
October 10, 2025