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Explainer: Fujairah on high alert
With the Strait of Hormuz effectively closed following US-Israel strikes and Iran’s retaliatory escalation, Fujairah has become the region’s critical pressure release valve—and is now under serious threat
Middle East oil vulnerabilities have been exposed
The killing of Iran’s Supreme Leader Ayatollah Khamenei in US–Israeli strikes marks the most serious escalation in the region in decades and a bigger potential threat to the oil market than the start of the Russia-Ukraine crisis
How Hormuz chokehold threatens LNG buyers
A potential blockade of the Strait of Hormuz following the escalating US-Iran conflict risks disrupting Qatari LNG exports that underpin global gas markets, exposing Asia and other markets to sharp price spikes, cargo shortages and renewed reliance on dirtier fuels
Letter from the Middle East: Aramco provides big global gas reveal
The Saudi energy leader’s announcement of first production at Jafurah and the launch of operations at the Tanajib Gas Plant marks a turning point not just for the company, but for the world’s energy landscape
Letter from Iran: Testing times for Tehran-Beijing crude dynamics
Growing pressure from the Trump administration continues to threaten a resilient China-Iran oil nexus
Letter from Saudi Arabia: Big oil meets big shovel
As Saudi Arabia pushes mining as a new pillar of its economy, Saudi Aramco is positioning itself at the intersection of hydrocarbons, minerals and industrial policy
Explainer: Iran’s indispensable energy role
The country’s global energy importance and domestic political fate are interlocked, highlighting its outsized oil and gas powers, and the heightened fallout risk
Outlook 2026: From wells to wafers – How MENA is powering the new energy–data nexus
Leading economies in the region are using oil and gas revenues to fund mineral strategies and power hyperscale computing
Letter from Saudi Arabia: US-Saudi energy ties enter a new phase
Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
Letter from Abu Dhabi: ADNOC’s evolution putting it atop the energy chain
Once a national oil champion, the company is now so much more
Qatar Saudi Arabia Iran GCC UAE
Gerald Butt
5 June 2017
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Qatar: Out in the cold

The GCC faces an unprecedented crisis as three member states politically and economically ostracise Doha

It doesn't get much worse than this. What began as a media war of words has escalated into the most serious diplomatic spat the Gulf Cooperation Council (GCC) has witnessed since its creation in 1981. Saudi Arabia, Bahrain and the United Arab Emirates (UAE) have not only cut diplomatic relations with Qatar, but they've also shut down all transport links with it and banned their citizens from going there. These are the harshest measures that can be imposed on a neighbouring country—short of military intervention. The anti-Qatar move is being led by Saudi Arabia which has long accused the Doha leadership of wrecking Gulf unity by backing the Muslim Brotherhood and other Islamic groups, and mai

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Explainer: Fujairah on high alert
4 March 2026
With the Strait of Hormuz effectively closed following US-Israel strikes and Iran’s retaliatory escalation, Fujairah has become the region’s critical pressure release valve—and is now under serious threat

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