Content

MENASource

Mar 1, 2026

The risk of unknown unknowns for global markets amid war in Iran

By Khalid Azim

Market reaction will likely begin with Asia’s opening sessions on Monday morning. One early indicator will be the behavior of the US dollar.

Energy Markets & Governance Iran

Dispatches

Mar 1, 2026

Don’t worry about the Iran conflict’s impact on oil prices—yet

By Landon Derentz

Markets can tolerate a spike. What they cannot tolerate is prolonged uncertainty over trade flows through the Strait of Hormuz.

Conflict Energy & Environment

In the News

Mar 1, 2026

Charai in The National Interest: How the US Can Sustain Deterrence After Khamenei

By Atlantic Council

Iran Middle East

In the News

Mar 1, 2026

Charai for The Jerusalem Post: After the strikes: Planning for Iran’s ‘day after’

By Atlantic Council

Democratic Transitions Iran

Fast Thinking

Feb 28, 2026

Iran’s supreme leader is dead. Here’s what it means.

By Atlantic Council

Ayatollah Ali Khamenei, the supreme leader of Iran, was killed in a US-Israeli bombing campaign on Feb. 28.

Iran Security & Defense

Dispatches

Feb 28, 2026

Experts react: The US and Israel just unleashed a major attack on Iran. What’s next?

By Atlantic Council experts

Atlantic Council experts assess the unfolding Operation Epic Fury and where it goes from here.

Conflict Iran

Dispatches

Feb 21, 2026

Ten predictions for the potential US strikes on Iran

By William F. Wechsler

There are more likely and less likely possibilities for what will happen if US President Donald Trump decides to launch an attack on Iran.

Conflict Iran

MENASource

Feb 20, 2026

Iran’s regime is suffering from strategic vertigo. Its next misstep may be its last.

By Michael Rozenblat

Iranian leaders continue to see their major decisions backfire. Will they choose obstinance again in ongoing talks with the US?

Conflict Iran

In the News

Feb 20, 2026

Kroenig interviewed on CBS News on US strategy in Iran and the Board of Peace

By Atlantic Council

On February 19, Atlantic Council vice president and Scowcroft Center senior director Matthew Kroenig was interviewed on CBS News about potential US strikes in Iran and the Board of Peace.

Iran Middle East

Dispatches

Feb 19, 2026

Before striking Iran, Trump should answer these six questions

By Nate Swanson

As negotiations falter, a new conflict looks increasingly likely. Asking the right questions now can prevent problems later on.

Conflict Iran

Experts

Events