Tag: Oil
The Iran War Is No Vietnam. But It May Become An Economic Quagmire For The Gulf.
The Vietnam comparisons to the Iran war miss the real parallel. It isn’t political. It’s economic, and it lands on the Gulf with five costs compounding across the region: energy, reconstruction, tourism, capital, uncertainty…
Private Capital And The GCC Infrastructure Inflection
With sovereign funding under pressure, Saudi Arabia must meet institutional investors’ expectations to unlock private capital for infrastructure…
Asia’s Fuel Lifeline Is Fraying — And The Warning Signs Are Already Here
Asia’s growth model rests on a fragile assumption: that energy will remain available, affordable and uninterrupted. That assumption is now being tested by the conflict in Iran…
Trump’s Iran Ultimatum Raises Questions He Can’t Answer
Donald Trump’s ultimatum to Iran reflects an aggressive but unclear strategy, with shifting demands around nuclear concessions and military pressure that lack a coherent endgame…
Syria Is Not Libya, But It Could Become One If The World Looks Away
While Syria’s conflict differs from Libya’s in origins and structure, it faces similar risks of fragmentation, weak governance, and competing armed factions if international engagement fades…
After Maduro’s Ouster, Tough New Truths About US Foreign Policy
President Trump’s decisive action in Venezuela signals the consolidation of a foreign-policy doctrine that is blunt, transactional and unapologetic about the use of force — with five hard truths for the U.S. and the world…
US President Biden’s Postponed Angola Trip Is A Missed Opportunity
President Joe Biden has postponed his trip to Luanda. With US elections in less than four weeks it is unlikely he will visit Africa as president…
Top Foreign Policy Issues Facing Next U.S. President on Day 1
The 2024 U.S. presidential election is in full swing with candidates talking economic policy but partially skirting round foreign policy challenges. The foreign policy debate has been limited with most commentary focused on whether the policy will be more “arrogant” or “predictable”, neither of which are informative descriptions for a candidate or directionally insightful as a strategy. The next U.S. president will face several key issues on day 1 and, while temperament can be part of the test, there is a question of policy answers and details…
A Few Takeaways from the China brokered Saudi-Iran Deal
A China brokered Saudi-Iran deal will force the U.S. to further rethink its strategy with Saudi Arabia and the greater Middle East…









