All Policy Analysis by Simon Henderson

Iranian missiles for Russia, Houthi attacks on Israel, and North Korea’s surprise display of centrifuges have quickly changed the atmosphere of the nuclear agency’s annual meeting.

The island has objected to Chevron’s export proposals with Egypt and might look for other partners.

The small but significant step could facilitate U.S. technology transfers to the kingdom, said to be a key element in any potential Israeli-Saudi normalization deal—but proliferation concerns persist.

The deal could eventually boost supplies to Egypt, though Hezbollah’s robust missile arsenal and public threats against East Mediterranean energy targets may dampen broader regional investment in the sector.

Implied lower prices would weaken economic forecasts for major Middle East oil producers.

Tehran has a history of stepping up its nuclear violations after public rebukes; in the current environment, such escalation could have regional proliferation implications.

The new emir’s suspension of parliament, followed by the appointment of a prime minister and crown prince, suggests a different direction for the oil-rich Gulf state.

بازدیدهای سطح بالای دیپلماتیک اخیر نشان‌دهنده‌ی استیصال اقتصادی در کنار فرصت‌طلبی راهبردی –و چه بسا هسته‌ای– است.

با توجه دامنه‌دار شدن خصومت‌ها بین ایران و اسرائیل، و به تهدید‌های گزارش شده علیه تاسیسات هسته‌ای آنها، به احتمال زیاد تمرکز این سفر بر دیپماسی خواهد بود.

The floating storage vessel anchored above the offshore field could be a tempting target for Hezbollah.

Three experts address the thorny strategic questions arising from attacks on global shipping by the Yemen-based group.

The decision could lead to further spending reductions in the kingdom.

Prices are set by multiple factors in today’s oil markets, so predicting shocks based on Middle East crises is not a sure bet.

The effectiveness of the joint operation is not year clear, but either way it almost certainly wasn’t the concluding episode in Iran’s long-running game of Gulf proxy warfare.

افشاگری‌های جدید آژانس بین‌المللی انرژی اتمی درباره میزان اورانیم غنی‌شده‌ی ایران باعث افزایش نگرانی از بروز یک جنگ چندجبهه‌ای میان اسراییل و ایران شده است.

Geographic location and oil wealth give the sheikhdom significance far exceeding its size and population.

Squeezed by weak oil prices, Riyadh is acknowledging that some of its economic plans are over-ambitious.

Amid ongoing uncertainty over Gulf shipping attacks and Russian oil diplomacy, the reserve is still running lower than it should.

Given the lack of a decisive U.S. response, further clashes will likely arise in strategically crucial waterways whenever Tehran sees fit to nudge the Houthis.

The conference agenda extends well beyond climate issues, with implications for regional rivalries, U.S.-Emirati relations, and Israeli wartime diplomacy.