Featured commentary & analysis


Counterterrorism Study Group

The Counterterrorism Study Group is a forum for former counterterrorism officials to review the latest threats, to understand emerging trends and future predictions, and to explore creative new proposals for improving the effectiveness of current policies and operations.


Podcast series

Listen to the latest episode of the China-MENA podcast, featuring conversations with academics, government leaders, and the policy community on China’s role in the Middle East.


Gulf Security Task Force

The Gulf Security Task Force is revisiting the question of how to best protect US interests in this sensitive, always relevant region. Our goal is to provide US decision-makers with an updated, fact-based strategy for protecting US interests in the air and maritime domain from the Persian Gulf to the Red Sea, and ensuring Gulf partners’ ability to assume this responsibility, with the assistance and leadership of the United States.

Content

In the News

Apr 10, 2020

Cohen in Forbes: Too Little Too Late? Russia And Saudi Arabia Reach Truce In Oil Price War

By Atlantic Council

Oil and Gas Politics & Diplomacy

New Atlanticist

Apr 9, 2020

The compelling incentives for Saudi-Russian rapprochement

By Alan Riley

The impact of this price war combined with the demand destruction triggered by the impact of the coronavirus are likely to force both Russian and Saudi Arabia back to the negotiating table to agree a deal which will—at least in substance—restore OPEC plus, sooner rather than later.

Coronavirus Energy Markets & Governance

Inflection Points

Apr 5, 2020

Trump lacks options in oil price war; Kissinger warns of “world on fire”

By Frederick Kempe

President Trump doesn’t have good options. He lacks easy leverage over the players, domestic and international, and he’s got even less control over the COVID —19 economic hit. In the end, it is more likely that a U.S. government bailout will save the industry, rather than a global market intervention.

Coronavirus Energy Markets & Governance

New Atlanticist

Mar 31, 2020

Gulf partners could give Iran and the US a way out of their collision course

By Kirsten Fontenrose

With interests on both sides of the conflict and much to lose if it worsens, the Gulf Cooperation Council (GCC) is the one organization that could be a hero here, kickstarting a chain reaction that arrives at de-escalation without any party losing face.

Conflict Iran

New Atlanticist

Mar 26, 2020

Dual demand and supply shocks have created historic oil crisis, IEA executive director says

By David A. Wemer

Dramatically lower oil demand due to the coronavirus pandemic and an emerging supply glut caused by the failure of major oil producers to cut production has slammed the global oil market with a crisis “unique in history,” according to Dr. Fatih Birol.

Climate Change & Climate Action Energy Markets & Governance

EnergySource

Mar 12, 2020

Oil market meltdown?

By John Soughan

Over the weekend of March 7–8, the breakdown of the previous oil production agreement between Russia and Saudi Arabia led to the broader collapse of the arrangement between OPEC and OPEC+. What will the rift will mean for the global oil market?

Coronavirus Energy Markets & Governance

Event Recap

Mar 11, 2020

Atlantic Council press call: Oil market meltdown: Price wars, coronavirus, and energy geopolitics

Last week’s breakdown of OPEC+ meetings in Vienna has turned a demand side driven decline in oil prices caused by the impacts of Coronavirus into an oil price war between two oil producing giants, with US shale production the ostensible target. If the standoff continues, however, the price war might ultimately do more harm to the Saudi and Russian economies. With increasing uncertainty about the depth of Coronavirus’ impact on global growth, the price war might also contribute to a sharp decline in the global economy. Helima Croft, David L. Goldwyn, Jean-Francois Seznec, Anders Aslund, and Randolph Bell discuss ongoing market volatility, the origins of the crisis, what’s next for US shale, and the implications of it all for energy and geopolitics

Coronavirus Energy & Environment

New Atlanticist

Mar 9, 2020

Saudi Arabia and Russia feud over coronavirus oil response: Will everyone lose?

By David A. Wemer

"While Russia’s decision last week not to support OPEC’s proposal for a production cut and the subsequent oil price war—which as of publishing has pushed Brent crude down more than 9 percent—is surely part of the larger story of the economic impacts of the coronavirus outbreak, it is actually better understood as a geopolitical story about how US energy production growth has strengthened the United States’ international posture, which in turn has reshaped a number of global relationships," Randolph Bell says.

Coronavirus Energy Markets & Governance

MENASource

Mar 5, 2020

The impact of coronavirus on Gulf economies

By Jonathan Fulton

Beyond the obvious public health crisis, the coronavirus has had a significant impact on Gulf economies, as it has with other countries around the world. What sets the GCC states apart is the damage that can be done by a Chinese slowdown.

Coronavirus Middle East

In the News

Feb 24, 2020

Frandrup quoted in the National on naval operations in the Gulf area

By Atlantic Council

Maritime Security Security & Defense

Experts

Events