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The words "The Qatari Embassy in Israel" projected onto Likud headquarters in Tel Aviv—a visual protest against Netanyahu's long-standing, state-sanctioned backchannel dealings with Doha.

Qatargate and Washington

Summary: much has been made of Qatar’s relationship with both Hamas and the Netanyahu government as a sinister plot; a Washington insider says the reality is far more mundane.
October 12, 2026
A photo from the 2023 Beijing summit that captured the beginning of the end for Washington's exclusive grip on Gulf security arrangements.

Dateline 10 September 2028

Summary: our contributor leaps ahead two years to 10 September 2028 - just ahead of the US presidential election - to project the trend line of current events in the Gulf and the US onto a future history of the region and the world.
September 10, 2026
Three’s a crowd, four’s a military liability: Erdoğan, MbS, and Shehbaz Sharif celebrate the new Mecca Joint Defence Agreement, leaving Cairo and its over-diversified, un-interoperable arsenal watching from the sidelines.

Egypt: State & Barracks

Summary: Egypt was left out of the tripartite Mecca Pact signalling military weakness while military industries further strengthen their stranglehold on the economy; a militarised transportation system leaves scores of workers dead and injured; a luxury Mediterranean coastal project launches in the midst of a land compensation battle.
August 18, 2026

How Sheikh Hamad Transformed Qatar into a Geopolitical Juggernaut

Summary: Qatar’s former "Father Emir," Sheikh Hamad bin Khalifa Al Thani, has died aged 74. During his life he oversaw the transformation of his nation from a regional backwater into a global economic and geopolitical power through natural gas development, bold foreign policy, and soft-power milestones like Al Jazeera and the 2022 World Cup.
July 30, 2026
President Abdelmadjid Tebboune casts his ballot amid a record 78% voter abstention, highlighting deep public disillusionment with Algeria’s military-backed ruling elite.

Algeria Loses its Way

Summary: a record low turnout in Algeria’s recent election is a reflection of how the North African state has failed its citizens while benefitting a select elite through a crony capitalist system and a stagnant status quo backed by the military.
July 27, 2026
The 'Gates of Hell' open both ways: US forces mourn their fallen while Washington prepares to double down on an unwinnable regional escalation.

The slide toward a regional cataclysm

Summary: following the killings of US service members in Jordan and Iraq, a major military escalation between the United States and Iran has collapsed their previous ceasefire agreement, threatening to spark a comprehensive, multi-front war that could devastatingly target civilian infrastructure and choke global energy supplies.
July 21, 2026
Driven by a temporary supply wave from clearing Gulf backlogs and suspended Iranian sanctions, Brent crude prices have dipped to $73 per barrel, confounding initial worst-case regional scenarios.

Oil: In Support Of My Forecast

Summary: the price of crude has fallen still further since I revised my year-end forecast on 22 June. It may yet go further still thanks largely to an accumulated glut of oil now exiting the Gulf. However, this “supply wave” may bring no more than temporary relief from an otherwise bullish market.
July 2, 2026
Syrian security forces have dismantled several "Hezbollah-linked terrorist cells" this year, thwarting alleged assassination plots targeting senior government officials across several governorates.

Syria and Israel: odd bedfellows?

Summary: the billions of dollars that are supposed to flow into a reconstruction fund to rebuild a war-ravaged Syria are yet to arrive and there are conversations in Damascus that tie the delay to Israel’s war against Hezbollah in Lebanon.
June 29, 2026
Deep-seated geopolitical tensions over Yemen, Sudan, and the Red Sea are compounded by the UAE's exit from OPEC, which threatens to spark a future world oil price slump that Riyadh views as a direct threat to the Saudi economy.

Unhappy neighbours: Saudi Arabia and the UAE

Summary: it has been a long time since the UAE and Saudi Arabia have seen eye to eye and the Iran war and subsequent MOU have done little else but paper over the cracks.
June 23, 2026
Driven by the US-Israeli war with Iran, missile and drone strikes on major Gulf smelters combined with the closure of the Strait of Hormuz have knocked out up to 3 million tonnes of global aluminium production.

Canned: Aluminium takes a hit

Summary: aluminium is in short supply globally due to the drop in output from the Gulf, driving up prices. With two smelters damaged by attacks, it will take over a year for production to get back on track.
June 8, 2026
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