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Gulf & Energy Policy

Policy Analysis on Gulf & Energy Policy

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Articles & Testimony
Will the OPEC Agreement Work and, If So, How Long Will It Last?
The market appears to doubt that the deal will suffice, and royal family dynamics could push the oil crisis into further rounds.
Apr 13, 2020
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  • Simon Henderson
Articles & Testimony
The Coronavirus Pandemic Could Be the Key to Peace in Yemen
After years of failed attempts at talks and ceasefires, COVID-19 may be enough to push the Saudis, Houthis, and Yemeni government to the negotiating table.
Apr 9, 2020
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  • Elana DeLozier
Brief Analysis
Houthis Release Their Wish List for Ending the Yemen War
Reflecting just how emboldened the Houthis have become, their latest ceasefire document advocates maximalist positions on core issues while demanding that other actors foot the bill for reconstruction, reparations, economic recovery, and virus containment.
Apr 9, 2020
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  • Elana DeLozier
Articles & Testimony
Trump Considers a Cameo Role in Saudi-Russia Oil Price Drama
The president’s latest statements on OPEC and the possibility of U.S. tariffs are ambiguous, but they suggest his growing exasperation with Moscow and Riyadh.
Apr 6, 2020
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  • Simon Henderson
Articles & Testimony
The Saudi-Russia Oil Fight Is the Last Thing the Economy Needs in a Pandemic
Both governments have gone “crazy” in the fast-moving price war, but the White House is apparently divided on who to blame and how much to get involved.
Apr 1, 2020
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  • Simon Henderson
Articles & Testimony
Love Thy Neighbor: Saudi Arabia Needs Regional Help to End the War
After five years of fighting in Yemen, Riyadh has been left to deal with the conflict largely on its own, but the Gulf states will need to band together again if they hope to facilitate another transition of the sort seen in 2011.
Mar 31, 2020
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  • Elana DeLozier
Articles & Testimony
U.S. Policy in the Middle East Amid Great Power Competition
Viewing regional issues through this broader strategic lens will require Washington to accept painful trade-offs and take a tougher stance with difficult allies.
Mar 30, 2020
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  • Michael Singh
Articles & Testimony
The U.S. Should Have Led the Coronavirus Response. Instead, China Stepped Up.
Starting with the virtual G-20 leaders summit, the Trump administration can retake the lead by proposing working groups on a number of measures needed to stop the pandemic.
Mar 20, 2020
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  • Dennis Ross
Brief Analysis
Don’t Count Out U.S. Oil Production as a Market-Shaper
Total U.S. production from all sources will remain the world’s largest no matter how low prices go, leaving Washington (and Texas) with considerable room to help domestic companies and press Riyadh and Moscow on stabilizing prices.
Mar 20, 2020
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  • Patrick Clawson
Articles & Testimony
In the Saudi-Russian Oil Price War, the U.S. Blinks First
This is President Trump’s dilemma: how to safeguard America’s shale-based energy independence without making apparent concessions to Moscow.
Mar 20, 2020
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  • Simon Henderson
Brief Analysis
Implications of the Saudi Corruption Arrests
The latest crackdown appears to have targeted senior defense and interior officials, spurring speculation that they are linked to previously detained princes rumored to be plotting a coup.
Mar 16, 2020
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  • Simon Henderson
Articles & Testimony
Russia and Saudis in a Knife Fight Over Oil—But We May Be the Victims
The duration and effects of the showdown may come down to price fluctuations and budgetary requirements in Moscow and Riyadh, but the U.S. shale industry will likely suffer either way.
Mar 10, 2020
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  • Simon Henderson
Brief Analysis
Making Sense of the Saudi Rumors: A Guide to Royal Family Politics
Reports of royal arrests, a possible coup plot, and a brewing oil price war suggest that the kingdom is facing another period of considerable political tension.
Mar 9, 2020
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  • Simon Henderson
Brief Analysis
Escalating Houthi Offensives in Yemen: U.S. Options
To keep recent rebel victories from cascading into a wider military collapse, Washington must urge the Gulf coalition to firm up the government’s forces and move more quickly on peace talks.
Mar 6, 2020
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  • Alex Almeida
  • Michael Knights
Brief Analysis
IAEA Reports Renew Questions About Iran’s Nuclear Ambitions
U.S. officials have ample grounds to reinvigorate diplomatic pressure after the world’s nuclear watchdog accused Iran of being uncooperative, but they need to focus on the right questions.
Mar 4, 2020
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  • Simon Henderson
Brief Analysis
Sacked Saudi Energy Minister Returns to Cabinet
Khalid al-Falih’s appointment to a new investment role suggests that the kingdom’s Vision 2030 economic transformation project needs to be reinvigorated.
Feb 26, 2020
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  • Simon Henderson
Articles & Testimony
The Middle East’s Future of Perpetual Pandemics
If outbreaks like the coronavirus shift from ‘black swan’ events to regular occurrences, globalization trends in the region may reverse, with sobering consequences.
Feb 26, 2020
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  • Michael Knights
Brief Analysis
Challenges Await Oman’s New Sultan as Mourning Period Ends
Sultan Haitham will now be free to put his own stamp on the country's government and foreign policy, and a recent dust-up on the Yemeni border could provide the first indicator of his approach.
Feb 20, 2020
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  • Elana DeLozier
U.S. soldiers at an Iraqi base after a rocket attack by Iran-backed militias
Video
Brief Analysis
U.S. Strategy Toward Iran: Restoring Deterrence, Enabling Diplomacy
Three experts discuss how Washington can manage escalation and catalyze diplomacy while still using its military instruments to apply pressure.
Feb 14, 2020
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  • Michael Eisenstadt
  • Kori Schake
  • David Deptula
Brief Analysis
Death of AQAP Leader Shows the Group’s Fragmentation—and Durability
Although the Yemeni terrorist franchise has splintered and weakened in recent years, its fragments may be adapting to new conflict conditions, raising the risk of a comeback.
Feb 14, 2020
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  • Elisabeth Kendall

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Supported by the

Bernstein Program on Gulf and Energy Policy

The Washington Institute's Bernstein Program on Gulf and Energy Policy embodies the Institute's long-term research focus on the conservative Arab Gulf states -- Saudi Arabia, Kuwait, Bahrain, Qatar, the UAE, and Oman -- and the key role these countries play collectively as a primary source of the world's oil and natural gas.

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Featured experts

Patrick Clawson
Patrick Clawson
Patrick Clawson is the Morningstar Senior Fellow and Research Counselor at The Washington Institute.
Simon Henderson
Simon Henderson
Simon Henderson is the Baker Senior Fellow and director of the Bernstein Program on Gulf and Energy Policy at The Washington Institute, specializing in energy matters and the conservative Arab states of the Persian Gulf.
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