8
September
2026
Recent
Publications
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October 15, 2026
The GCC’s dollar peg is conventionally explained by three pillars: dollar-invoiced oil, Treasury-recycled surpluses, and imported Federal Reserve credibility.
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October 7, 2026
This situation assessment examines how domestic electioneering shapes Israel’s fragmented political landscape, its approach to Gaza, settlement expansion in the West Bank, and military operations and negotiations in Lebanon. It argues that the election outcome may alter the pace and rhetoric of Israeli policy without substantially changing its core objectives.
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September 30, 2026
This situation assessment examines the strategic connection between Hormuz and Bab al-Mandab and its implications for Gulf energy trade and maritime security. It argues that a sustainable response requires re-establishing sovereignty over Yemen’s coast and building a Yemeni state capable of guarding its own shores.
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October 15, 2026
The GCC’s dollar peg is conventionally explained by three pillars: dollar-invoiced oil, Treasury-recycled surpluses, and imported Federal Reserve credibility.
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14
October
2026
Can Sanctions Achieve What Military Force Could Not in Iran?
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17
September
2026
BRICS and the Middle East: What Is at Stake?
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October 21, 2026
The October 10, 2026, attack on King Khalid International Airport, and the casualties it caused, reveal how far the Houthi threat to Saudi Arabia has evolved. Described as the deadliest attack on the kingdom in more than a decade, it marks the latest stage in a military transformation that began 22 years ago in the… Continue reading How the Houthis Built a Wider Arsenal
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October 18, 2026
Critical minerals took center stage in global diplomacy this September. At the BRICS summit in New Delhi, whose 11 members include the United Arab Emirates, leaders called for “reliable, responsible, diversified, resilient, fair, sustainable, and just” critical mineral supply chains that preserve the sovereign rights of resource-rich countries. Ten days later, at the United Nations… Continue reading Can Gulf Investors Make Sustainable Mining Their Edge in Africa?
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October 14, 2026
On September 2, South Korea’s AI and software industry association announced that Aramco Digital, the digital arm of energy giant Saudi Aramco, had completed an industrial AI trial with seven Korean companies. The trial linked Korean AI models and chips with cloud infrastructure to test how engineering drawings and documents could be interpreted and turned into three-dimensional… Continue reading Gulf States Should Shift from Buyers to Builders in East Asia AI Partnerships
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October 21, 2026
The October 10, 2026, attack on King Khalid International Airport, and the casualties it caused, reveal how far the Houthi threat to Saudi Arabia has evolved. Described as the deadliest attack on the kingdom in more than a decade, it marks the latest stage in a military transformation that began 22 years ago in the… Continue reading How the Houthis Built a Wider Arsenal
learn more
October 18, 2026
Critical minerals took center stage in global diplomacy this September. At the BRICS summit in New Delhi, whose 11 members include the United Arab Emirates, leaders called for “reliable, responsible, diversified, resilient, fair, sustainable, and just” critical mineral supply chains that preserve the sovereign rights of resource-rich countries. Ten days later, at the United Nations… Continue reading Can Gulf Investors Make Sustainable Mining Their Edge in Africa?
learn more
October 14, 2026
On September 2, South Korea’s AI and software industry association announced that Aramco Digital, the digital arm of energy giant Saudi Aramco, had completed an industrial AI trial with seven Korean companies. The trial linked Korean AI models and chips with cloud infrastructure to test how engineering drawings and documents could be interpreted and turned into three-dimensional… Continue reading Gulf States Should Shift from Buyers to Builders in East Asia AI Partnerships
learn more