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Middle East & North Africa
Iran, the Gulf, Israel and Palestine, Turkey and the Maghreb: oil, sanctions and the wars around them.
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Analysis · Middle East & North Africa
The Sandals Gatekeepers: How a Houthi–Horn Axis Could Redraw Red Sea Power
In September the Houthis stopped being an insurgency and became a landlord. With al Shabaab on the opposite shore, the Red Sea faces a dual chokepoint squeeze.
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Analysis · Africa
The UAE Doesn't Buy Africa's Goods. It Buys the Gates.
Emirati influence in Africa is better measured by position than by pledges: ports, gold markets and farmland place the UAE at the points where African goods change jurisdiction or form.
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Analysis · Middle East & North Africa
The Middle East’s New Firestorm: The Houthis, Saudi Arabia and the First Test of the Makkah Pact
The pact's most important test may not be whether Pakistan and Türkiye enter the Yemen war, but whether the three countries can strengthen Saudi Arabia's defence while preventing the conflict from widening.
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Analysis · Africa
Egypt Didn't Fix Its Foreign Currency Problem. It Rented a Solution.
The $35 billion Ras El-Hekma deal with the UAE, not structural reform alone, most immediately eased Egypt's foreign-exchange crisis, arriving just as Houthi attacks collapsed Suez Canal revenue.
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Commentary · Middle East & North Africa
The Conflict That Conscripts Its Spectators
Why Israel and Palestine turn distant observers into participants in a war over legitimacy
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Analysis · Middle East & North Africa
Beyond Hormuz: How Saudi Arabia's Oil-Route Redundancy Is Being Tested
The East-West pipeline gives Saudi Arabia an alternative to the Strait of Hormuz, but when one route fails, the remaining routes can become new points of vulnerability.
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Analysis · South Asia
Grid, Factory, and the Shared Sovereignty Problem: India-Israel Convergence in Electrical, Automation, and Robotics Technology
India's manufacturing scale without design-and-verification depth, and Israel's design-and-verification depth without manufacturing scale, are mirror-image versions of the same incomplete sovereignty position. Converging them is not merely good industrial policy.
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Analysis · Middle East & North Africa
The Last Way Around Hormuz Is Closed
Drones launched from Iraq shut the pipeline that carried five million barrels a day past the strait. Brent is above $107, the ten-year Treasury is at 4.97%, and the Federal Reserve meets on Wednesday.
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Analysis · Middle East & North Africa
Why Trump Can't End the Iran War After the Midterms
The Vice President says by January 2029. The theory of how wars end says neither of them controls the date.
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Analysis · Middle East & North Africa
America Is Bombing Its Own Bond Market
Five Iranian tankers are burning, oil has crossed $100, and the U.S. Treasury is paying more than $1 trillion a year in interest. These three facts are one story.
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Analysis · Middle East & North Africa
The U.S. Imported Iranian Oil While Bombing Iran
For one month, a quiet Treasury licence made Iranian crude legal in American ports
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Analysis · Middle East & North Africa
Iran Is Waiting for the US Midterm Elections
In 1980, It Waited for the American Election, and It Is Waiting Again.
