By Kabir Taneja
As the global appetite for risk increases drastically, strong bilateral relations such as India and the UAE will need even stronger guardrails to future-proof themselves.
Why Asia Cannot Replace Gulf Crude Easily
Beyond ASML: Japan-South Korea-UAE-India Cooperation on Semiconductor Sovereignty
By Siddharth Yadav and Khush Advani
As AI reshapes economies, militaries, and societies, the nations that control the hardware pipeline will shape the rules of the emerging order. At present, that pipeline runs through a single bottleneck in Veldhoven, Netherlands. For middle powers, the choice is to either accept permanent dependency on a supply chain governed by the strategic priorities of others, or invest collectively in an alternative.
Beyond Oil: How the Hormuz Closure Affects Defense Industries, Data Centers, Critical Minerals, and More
The UAE, Bahrain, and the Security of the Strait of Hormuz
By Mahdi Ghuloom and Cauvery Ganapathy
What is noteworthy is that the UAE and Bahrain, two countries which have consistently advocated for a diplomatic resolution to the dispute, have now been forced to pivot towards seeking a more proactive approach aimed at securing the Strait under a UN-supported coalition.
The Iran War's Impact on Food, Fertilizers, and Water
By Arnold Musungu, Leigh Mante, and Reem Sagahyroon
The ensuing crisis in the Middle East is intensifying food and water insecurity, climate systems, and agricultural production. The Climate and Energy program from ORF Middle East provides concise analysis of these impacts and reflections on potential pathways forward.
Winners and Losers from the Strait of Hormuz Crisis
What Venezuela Could Learn from Iraq's Oil Export Challenges
By Cauvery Ganapathy
In Venezuela’s case, as was the case with Iraq, it is the systematic domestic mismanagement of its resources coupled with inequities of political agency that diminished the value of its natural wealth. American engagement in Venezuela’s oil sector may soon demonstrate, like it did in the United States’ Iraqi sojourn, how deep-rooted these structural fractures are.
The Iran War's Implications for the Gulf: Three Expert Perspectives
By Samriddhi Vij, Kabir Taneja, and Akram Zaoui
Ten days into the U.S.-Israel strikes on Iran, the conflict has entered a more entrenched phase. With air and maritime connectivity significantly disrupted and President Trump maintaining uncompromising rhetoric, Gulf leaderships find themselves navigating a precarious balance between containment and active self-defense. ORF Middle East experts offer their concise analysis on the latest developments.