All Policy Analysis by Simon Henderson

Iran’s potential push for a nuclear device and the region’s broader proliferation challenges cast a shadow over the new summer blockbuster.

The cartel’s idea of price stability doesn’t match Washington’s, nor will it help international efforts to isolate Russia.

With Saudi princes publicly warning oil traders and U.S.-Chinese economic factors coming to a head, the markets may be headed for further volatility.

Activity in Cyprus and Lebanon could have significant implications for regional energy and diplomacy.

Years of quiet and fairly lucrative oil trading between the Kurds and Israel are now being threatened by messy legal disputes involving Baghdad and Turkey.

One hopes that the U.S. intelligence community picked up all the chatter between oil producers even if energy analysts and the news media did not.

A series of rapid announcements has indicated the Emirati leader’s vision for the future of Abu Dhabi and the rest of the UAE.

A joint BP/UAE takeover bid for Israel’s NewMed Energy reflects increasing demand for East Mediterranean gas and confidence that there is more to be found.

The surprise development may have more to do with resolving the Yemen war than rebuking the Biden administration, but the full implications will take time to register.

The Biden administration’s mixed messages about the significance of new enrichment revelations will make it more difficult to decide next steps.

A deal would leave the Iran-backed Houthi rebels in control but allow the Saudis to disengage from a costly and intractable war, potentially opening up further diplomatic possibilities.

The option, which would take several years to develop, would reduce or even remove the current need to export gas via Egypt.

The new reported level is well beyond most people’s “red line” and will likely draw much attention at the IAEA's March meeting.

The meeting highlights the continuing U.S.-led focus on the Iranian threat and the underlying strength of the Abraham Accords.

The late leader’s funeral also shed light on the status of military-civil relations in Islamabad, where governments come and go but the military remains the most powerful party.

As the cartel’s top players discuss their future production goals, Western leaders are becoming increasingly concerned that oil policy will be warped by Moscow’s desire to grind out a victory in Ukraine and punish Kyiv’s backers.

After years of simmering tension, the recent evidence of positive change cannot be ignored.

Official mentions of “military and defense cooperation” could include sharing of nuclear and missile technology.

Various historical and recent factors suggest that the nuclear dimension of Gulf politics is again in flux amid a deepening world energy crisis.

China is already one of the kingdom’s major commercial partners and a significant supplier of military and nuclear technology, but Riyadh wants more of each.