For decades Gulf money has poured into luxury property markets, trophy assets and the world’s best-known financial centres. But increasingly it is heading to a former Silk Road hub, where ageing gas infrastructure, a rapidly growing population and economic reforms offer the opportunity to invest in a new energy system. …
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July, 2026
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29 July
UAE resumes Tehran trade but Iran is ‘laughable’ for investors
The number of vessels moving between Iran and the UAE has returned to pre-war levels after shipping resumed across the Arabian Gulf. Data from research company Kpler shows that 51 container ships made the crossing in the 29-day period between June 27 and July 25, five times as many as …
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29 July
Yanbu attacks expose Saudi oil export vulnerability
Iranian-backed Houthi strikes over the weekend on Saudi Arabia‘s Yanbu Red Sea terminal and the Jazan refinery matter less for the damage inflicted than for what they reveal: the vulnerability of the kingdom’s oil export safety valve, analysts told AGBI. While there is no evidence of shipment disruption, experts say …
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29 July
Beryllium on radar: how Kazakhstani industry has become indispensable for the Russian military
President of Kazakhstan Kassym-Jomart Tokayev on July 25 at a meeting with Vladimir Putin offered him to stop the war in Ukraine. Meanwhile, Russian military plants buy in Kazakhstan all the ceramics made of beryllium, indispensable for military radars, The Insider found out. Exports of products from this chemical compound …
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29 July
Iran Update Special Report, July 27, 2026
Key Takeaways Recent attacks on regional states by Iran’s proxies and partners enable Iran to maintain plausible deniability while continuing to advance its objective of coercing the United States to end the war in terms favorable to Iran, which include accepting Iranian control over the Strait of Hormuz. Saudi Arabia …
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29 July
Russia Is Not Leaving Syria
While it no longer enjoys primacy in Damascus, the Kremlin has proven itself able to adapt to the new reality, and Washington must play the long game in response. Today, Syria is a fundamentally different country from the one where Moscow intervened in September 2015 to preserve the rule of …
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29 July
Can Western Political Civilization Survive Its Caudine Forks Moment?
For over a century, the Western civil service model was hailed as the gold standard of modern governance. Today, especially in the US, we are witnessing loyalty replace merit and brazen corruption go unchecked. Drawing on China’s 2,000 years of bureaucratic history, Professor Fan Yongpeng argues that the system was …
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29 July
From Ally to Problem: How the 2026 Middle East Crisis Is Reshaping the U.S. Alliance and the Fate of the Persian Gulf
What began as a joint U.S.-Israeli operation against Iran had, by mid-2026, morphed into a tectonic shift in the entire Middle East security architecture. The Islamabad Pause, Not PeaceOn July 12, 2026, the world learned of the Islamabad Memorandum of Understanding between the United States and Iran. The document should …
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29 July
The Pasdaran and the Houthis join forces to jointly humiliate America
Since 1945, American foreign policy has obeyed a systemic invariant: maintaining the world in a state of structural vassalage. This Pax Americana, which is nothing more than a myth shrouded in economic violence and military coercion, is crumbling. Indeed, the collapse of American hegemony is no longer a hypothesis. It …
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29 July
Atoms for Influence: Why the US-Saudi Nuclear Deal Could Destabilize the Middle East
The US–Saudi nuclear deal risks prioritizing Washington’s strategic influence and commercial interests over strict non-proliferation safeguards, potentially creating a latent Saudi nuclear capability and triggering a wider regional arms race. The genie must not be let out of the bottle. Introduction The US has finally provided a green signal to …
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