Middle East & North Africa

The human tragedy continuing to unfold in Gaza and Israel reminds us how important it is to get strategic forecasting right. While in no way excusing Hamas’ culpability for 7 October, we also cannot dismiss the fact that the failure to anticipate and prepare for such an attack has had grave consequences for communities on both sides of this conflict, undermined efforts to bring peace and prosperity to the region, and affected global interests through the expansion of the conflict to the Red Sea and potentially beyond. 

For over a decade, American officials have been touting the wisdom of a strategic “pivot” away from the Middle East in order to face the threat of a rising China. During that same period, Beijing has identified the Middle East as a primary arena for great power competition with the United States. 

To keep oil flowing and diminish the U.S., Beijing brokers a deal between Iran and Saudi Arabia.

In the past, strategic surprise has often stemmed from a failure of imagination. Most intelligence failures are rooted in a lack of foresight or early warning of impending events. Blue sky thinking seeks to prevent these surprises by devoting more attention not just to known risks and likely scenarios, but also to low probability, high impact events. In an unprecedented step in forging ongoing global collaboration, 129 global experts gathered in Amman, Jordan, in December 2021. The conference was held under the auspices of Jordan’s Aqaba Process and facilitated by representatives from the Harvard Kennedy School Belfer Center’s Intelligence Project. Attendees included intelligence officers, diplomats, military officers, private sector practitioners, and academics representing 29 countries, 5 continents, and 68 government and private sector organizations. Through presentations and discussion under Chatham House Rules, the conference facilitated an open exchange of ideas on the possible next big threats from terrorism and on strategies for moving forward.

Hamidreza Azizi and Nicole Grajewski analyze Russian Foreign Minister Sergei Lavrov's recent demands  for written guarantees that Western sanctions over Ukraine "will by no means affect our right to free and full-fledged trading, economic, investment, military and technical cooperation with Iran."

Capital Choices analyzes the creation of different SWFs from a comparative political economy perspective, arguing that different state-society structures at the sectoral level are the drivers for SWF variation. Juergen Braunstein focuses on the early formation period of SWFs, a critical but little understood area given the high levels of political sensitivity and lack of transparency that surround SWF creation. Braunstein’s novel analytical framework provides practical lessons for the business and finance organizations and policymakers of countries that have created, or are planning to create, SWFs.

Russian military action in Ukraine could trigger an energy crisis even more serious than the one already hitting Europe. As has been pointed out, should the West hit Russia with severe new sanctions, President Vladimir Putin could cut off natural gas exports, leaving the continent shivering through midwinter. Yet there is another potential weapon of Russia’s that’s been less discussed and might be very effective: An ability to disrupt global oil markets, which would directly hit U.S. consumers.

Recap of James Snyder in Conversation event "Israel and the Middle East through a Literary Lens"

Recap of MEI event "UNRWA, Its Mandate, Successes, and Challenges"

The countries will negotiate next week through intermediaries in Vienna to try to bring both back into compliance with the 2015 nuclear agreement.