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Insights Stay ahead of issues affecting business confidence in MENA.

3 To Watch: tracking trends that matter

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.

Subscribe and receive a full breakdown of key developments in succinct reports every seven days – as well as phone/email access to our team.

Archive

News and analysis

MENA Strategic Bulletin – oil flows from the KRG to Turkiye resume; Washington and Ankara reset bilateral ties

Landmark restart of KRG–Turkiye oil exports coincides with a Trump–Erdogan summit underscoring closer policy alignment.

October 3, 2025

News and analysis

MENA Strategic Bulletin – Special Edition: Iran, sanctions and escalation risk

UN sanctions on Iran are set to snap back amid stalling diplomacy, increasing the risk of regional escalation.

September 26, 2025

News and analysis

MENA Strategic Bulletin – Syria unveils Suwayda roadmap; Israel advances in Gaza City

Syria hopes the Suwayda plan will lead to a repeal of the Caesar Act. The Gaza City offensive and UN genocide finding further isolate Israel.

September 19, 2025

Analysis

MENA Strategic Bulletin – Israel escalates in Doha and Gaza

Israel’s strike on Qatar effectively torpedos hopes for a diplomatic solution to ending the war in Gaza.

September 12, 2025

Analysis

The business of defence in Saudi Arabia

As global insecurity rises, Saudi Arabia is accelerating efforts to localise defence production.

August 22, 2025

Analysis

MENA Strategic Bulletin

The Israeli cabinet has voted to support West Bank annexation, signalling that a takeover of the territory is now active political agenda.

July 26, 2025

Analysis

MENA Strategic Bulletin

Israel’s intervention in Suwayda signals an intent to deter Damascus from reasserting control in a region where Israel seeks to project influence.

July 19, 2025

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Commentary

The Houthis: A force the world cannot ignore

The Houthis’s latest strikes on Red Sea shipping underscore not only their resilience, but also their evolution into an autonomous and rising regional power.

July 14, 2025

Analysis

MENA Strategic Bulletin

The UK has restored diplomatic relations with Syria, marking the latest milestone in the new Syrian government’s return to the international stage.

July 11, 2025