Wednesday, 13 May 2026 Strategic Analysis of the Middle East

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Operation OPEC Fury: Abu Dhabi’s Exit Symbolises Unilateralism and a Post-Petrostate Outlook

After significant and unprecedented wartime defence spending, economic disruption, and commercial losses, the UAE intends to maximise oil revenue by leaving OPEC. In the longer term, Abu Dhabi views oil as a fading asset whose use will become insignificant, if not irrelevant, in the decades to come. Looking to the future, it seeks to monetise reserves before they become stranded…

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The Gulf’s reckoning

For decades, the Gulf states perfected a delicate policy: keeping one foot in the American security umbrella while extending the other toward Tehran. Neutrality declarations, back-channel diplomacy and carefully worded public statements served as the instruments of this balancing act. It has now been decisively shattered. Since the United States, Israel and Iran entered open conflict on February 28th 2026,…

Gulf's reckoning

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Gulf's reckoning

The Gulf’s reckoning

For decades, the Gulf states perfected a delicate policy: keeping one foot in the American security umbrella while…

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