Analysis
MENA Strategic Bulletin
Trump wants a deal with Iran. Amid several stalled or deteriorating foreign policy tracks, the Muscat talks present a timely opportunity for diplomatic progress. The core challenge remains distrust.
April 17, 2025
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.
Latest Insights
Personality Profile
Decision Makers: A personality profile of Abdul-Malik al-Houthi
An excerpt from our leadership assessment of Houthi leader Abdul-Malik’s key personality traits and how these shape his decision-making.
April 16, 2025
1 To Watch
Trump’s nuclear opportunity in the Middle East
Donald Trump has an historic opportunity to negotiate a much tougher nuclear deal with Iran – will he seize it?
April 3, 2025
Archive
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
1 To Watch
No hope for nuclear agreement with Iran
All signs now point to the JCPOA being laid to rest.
May 12, 2022
1 To Watch
KSA pushes for political solution in Yemen
The new Presidential Leadership Council will need to act quickly on its objectives or risk failure.
May 4, 2022
In Focus
Saudi and the UAE: the key to global oil market (in)stability
The Gulf heavyweights are unlikely to stabilise the energy markets any time soon – despite entreaties from Washington.
April 14, 2022
3 To Watch
Turkey’s path to economic recovery
Lull in currency crisis is Ankara’s chance to reverse its policy blunders.
January 19, 2022
3 To Watch
Top 3 underrated risks in 2022
Includes Israeli annexation of West Bank areas, cessation of Saudi-Iran talks and …
January 11, 2022