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
Analysis
MENA Strategic Bulletin
Joseph Aoun’s election as President of Lebanon is a critical first step towards the country’s recovery
January 10, 2025
1 To Watch
Crucial Next Steps in Syria’s Transition
The transitional government must focus on four key areas to ensure that unity is maintained.
December 24, 2024
Analysis
MENA Strategic Bulletin
HTS leader Abu Mohammed Al Jolani’s efforts to secure international recognition are bearing fruit.
December 20, 2024
Analysis
MENA Strategic Bulletin – Special Edition: The overthrow of Assad
Whether HTS can successfully appease competing forces while rising to an enormous governance challenge will be decisive in ending Syria’s isolation.
December 13, 2024
1 To Watch
Time for bold reforms to rescue UN missions in the Middle East
The UN must overhaul its command structure and implement reforms that prioritise diplomacy over military intervention.
December 9, 2024
Analysis
MENA Strategic Bulletin
Providing analysis and strategic insights on key developments this week
December 6, 2024
Analysis
MENA Strategic Bulletin
Providing analysis and strategic insights on key developments this week
November 29, 2024
1 To Watch
Two sides of the same ocean? America’s prospects vs China and Iran
How might the US fare fighting on two fronts against two enemies? The election of Donald Trump increases the likelihood of direct conflict with China and Iran.
November 25, 2024
Analysis
MENA Strategic Bulletin
Providing analysis and strategic insights on key developments this week
November 22, 2024