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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 – Gulf hedges in China-GCC and UAE-EU trade talks as Turkiye expands its Somalia footprint

China-GCC and UAE-EU trade talks highlight Gulf hedging strategy and Turkiye expands its economic and security footprint in Somalia.

December 19, 2025

News and analysis

MENA Strategic Bulletin – UAE and Qatar signal new LNG push as EU moves to tighten sustainability regulations

Gulf producers are expanding LNG capacity and stepping up energy diplomacy as the EU tightens sustainability rules.

December 12, 2025

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