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Middle East

Energy markets, regional conflict, sovereign wealth, and the economic forces reshaping the Gulf and beyond.

Middle East

+2

Let the Oil Flow

Jun 17, 2026

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3 min read

Let the Oil Flow

The US and Iran signed a memorandum of understanding Sunday. The Strait of Hormuz opens Friday. Here is what the deal is, what it is not, and why the distinction matters.

Charles Knowles
Charles Knowles

Middle East

+1

After 59 Years, the UAE Just Walked Out on OPEC. Here's Why That Matters.

May 13, 2026

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3 min read

After 59 Years, the UAE Just Walked Out on OPEC. Here's Why That Matters.

The UAE's quiet exit from OPEC — timed at the worst possible moment for the cartel and the best possible moment for Abu Dhabi

Charles Knowles
Charles Knowles

Geopolitics

+1

The Ceasefire That Isn't: Inside the US–Iran Standoff

May 11, 2026

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3 min read

The Ceasefire That Isn't: Inside the US–Iran Standoff

Inside the US–Iran Standoff

Ronan Hechema
Ronan Hechema

Middle East

+1

Iran Update: A Fragile Ceasefire Amid High Stakes

Apr 9, 2026

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4 min read

Iran Update: A Fragile Ceasefire Amid High Stakes

Conflict Updates as of April 6th

Ronan Hechema
Charles Knowles
Ronan Hechema, +1

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