Recent analysis
Dispatches
Mar 17, 2026
How the Iran war could trigger a European energy crisis
By
Lisa Basquel
Refilling Europe’s depleted gas storage—already a difficult task given the continent’s efforts to stop purchasing Russian gas—is even more difficult now with the Strait of Hormuz effectively closed.
Dispatches
Mar 12, 2026
Energy under attack: What the Gulf can learn from Ukraine and Iraq
By
Matthew Keating
In their successes and shortcomings, Iraq and Ukraine are cases worth studying by countries currently under attack from Iran.
MENASource
Mar 10, 2026
How to understand the Iran war market swings: A geopolitical put option
By
Khalid Azim
The two most important determinants of an option’s price are time to expiration and volatility.
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