Analysis
Can Syria provide a viable alternative to blocked regional trade routes?
Amid upheaval caused by the US-Israeli conflict with Iran, Syria is presenting itself as an alternative route for commercial transport.
May 14, 2026
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.
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Latest Insights
News and analysis
MENA Strategic Bulletin – Spending to stand still under Saudi Vision 2030
The impact of the US–Israeli conflict with Iran on Saudi Arabia’s economy is best understood as an intensification of pre-existing constraints.
March 27, 2026
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
Archive
Commentary
UAE and KSA: Growth and influence along Red Sea
Abu Dhabi and Riyadh are ramping up investment in military bases and ports as part of efforts to insulate their economies and shore up their security in anticipation of the US’s withdrawal from the region
November 2, 2022
Commentary
US and China on collision course over sea trade routes
Differing security approaches amid tumultuous world events increases the risk of escalation and further disruption to trade around maritime chokepoints
October 18, 2022
Op-ed
UK upgrades ties with Israel
The move will serve the UK’s wider interests in the Gulf and Middle East
September 5, 2022
Op-ed
Biden, MbS and realpolitik
The US-Saudi relationship, though strained, was never at serious risk.
August 4, 2022
1 To Watch
Libya in crisis: political divisions prompt protests
The population is losing patience as the international community loses its appetite – and its credibility.
July 6, 2022
1 To Watch
Gulf steps in to support Egypt amid growing economic risks
The UAE, Saudi and Qatar are ramping up strategic investments and snapping up Egyptian assets.
June 30, 2022
Sector Snapshot
Food security top of agenda in MENA
Middle East governments are under pressure to act, and act quickly, on food security.
June 22, 2022
Op-ed
How will Europe fare without Russia’s oil?
It would be difficult but not impossible to replace Russian barrels if Gulf producers choose to play ball
May 23, 2022
In Focus
Energy and economic policy under UAE President MbZ
Energy policy and transition will shape MbZ’s decision-making and be a measure of his success as leader.
May 19, 2022