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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 – Iran drills, diplomatic deadlines and global energy risk

Despite the timing of recent Iranian naval drills, the drivers of the US-Iran confrontation remain unchanged, with oil being secondary in the dispute.

February 27, 2026

News and analysis

MENA Strategic Bulletin – What does the addition of a second aircraft carrier say about US strategy towards Iran?

The deployment of the USS Gerald Ford to the region signals the US is serious about striking Iran.

February 20, 2026

News and analysis

MENA Strategic Bulletin – Syrian government consolidates control over north east

Damascus has asserted control over north east Syria, putting an end to Kurdish ambitions for autonomy.

February 13, 2026

News and analysis

MENA Strategic Bulletin – Riyadh, royalty and Britain’s defence pitch; the Saudi–UAE bet on Black Sea cable

The UK’s Prince of Wales is set to visit Riyadh to reinforce political, economic and security ties and Saudi–UAE advance the Black Sea cable project.

February 6, 2026

News and analysis

MENA Strategic Bulletin – Region moves towards more assertive digital governance; what the Saudi-Turkiye-Pakistan talks mean for regional order

Egypt is the latest regional state to signal tighter regulation of children’s access to social media.

January 30, 2026

News and analysis

MENA Strategic Bulletin – Saudi and UAE pursue competing security models

The trajectory points away from collective Gulf defence and towards a fragmented but competitive security environment.

January 23, 2026

News and analysis

MENA Strategic Bulletin – Iran unrest intensifies and regional escalation risks grow; Jordan regains relevance in Washington

Nationwide protests in Iran have intensified as US weighs military and cyber options. Security cooperation improves Jordan’s standing in Washington

January 16, 2026

News and analysis

MENA Strategic Bulletin – Saudi and UAE move towards open rivalry

Competition between the UAE and Saudi Arabia has entered a more overt and confrontational phase.

January 9, 2026

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