Policy Analysis

Policy research on Gulf economic transformation

Policy papers and commentary on Gulf diversification strategies, industrial policy, energy transition, and labour markets.

2026

With Hormuz Blocked Again, How Effective Are the Gulf’s Bypass Routes?, Middle East Council on Global Affairs, August

GCC 360, July Issue — Moharram & Partners, July

It’s Time for a Climate OPEC — Gulf International Forum, June

GCC 360, June Issue — Moharram & Partners, June

After the War: Reorienting Gulf Economic Policy — Webinar, Middle East Council on Global Affairs, June

The Costs of the Iran War Ceasefire for the Gulf States — Middle East Council on Global Affairs, May

Saudi Arabia at a Crossroads: Economic Fragility Before and After the War — Carpo, May

Qatar’s Strategic Balancing Amid Escalation and Disruption — Situation Assessment, Middle East Council on Global Affairs, May

The UAE’s OPEC Exit Leaves the Gulf Further Adrift — Middle East Council on Global Affairs, May

Economic Crisis, Human Cost: The Consequences of the War on Iran for the People of the Gulf — DAWN, May

Gulf Data Centers: The Ambitions and Reality of “Petro-Compute” — Gulf International Forum, April

The War on Iran and the Complex Economics of Fertilisers and Food — Noria Research, April

Gulf AI Infrastructure: Examining the Business and Economic Case — Gulf International Forum, March

The Costs of the Iran Conflict for the Gulf — Middle East Council on Global Affairs, March

Green Hydrogen Prospects in the Gulf — Observer Research Foundation, February

The GCC’s Evolving Trade Networks: Navigating Fragmentation and Diversification (Arabic version) — Policy Paper, Middle East Council on Global Affairs, January

2025

Gulf SMEs and the Post-Oil Economy: Lessons from the Mittelstand Model (Arabic version) — Policy Paper, Middle East Council on Global Affairs, September 2025.

After the Shock: The Israel-Iran War’s Economic Impact on the Gulf (Arabic version) — Policy Note, Middle East Council on Global Affairs, July 2025.

Could Trump’s Attack on Academia Be a Boon for the Gulf? (Arabic version) — Middle East Council on Global Affairs, May

What to Expect from Trump’s Visit to the Gulf (Arabic version) — Middle East Council on Global Affairs, April

Hooked on Fossil Fuels? Analyzing the Gulf States’ Dependency on Hydrocarbons — Gulf International Forum, April

Trump is back. Should Gulf States accelerate decoupling from the U.S.? — Middle East Council on Global Affairs, May

The Significance of Hydrocarbons to Gulf States and Their Citizens — Gulf International Forum, March

What the Data Tells Us about Hydrocarbon-Producing States — Gulf International Forum, March

2024

Future of business and industry in Qatar — The Peninsula, October

Start-Ups and SMEs: Key Lessons for the GCC from Global Models — Gulf International Forum, June

The Obstacles to Unleashing the Gulf’s Entrepreneurial Potential — Gulf International Forum, May

Older

Dubai’s Economy Needs More Than Luxury Real Estate Deals — Arab Gulf States Institute in Washington, June 2023

COP28: Diplomatic opportunities and challenges for the UAE (Arabic version) — Anwar Gargash Diplomatic Academy, September 2022.

Towards a Portfolio-Based Gulf Economy? — Arab Gulf States Institute in Washington, November 2021

Growth in the Gulf: Four Ways Forward — Middle East Centre, London School of Economics, July 2021

Tubes or Tracks: How (Not) to Revitalise Regional Economic and Political Integration in the Gulf — Middle East Centre, London School of Economics, June 2021

Stalling Visions of the Gulf: The UAE’s Vision 2021 (Arabic version) — Washington Institute for Near East Policy, May 2021

Stalling Visions of the Gulf: The Case of Saudi Arabia’s Vision 2030 (Arabic version) — Washington Institute for Near East Policy, May 2021

UAE Schooling Risks Missing the Bus — Middle East Centre, London School of Economics, April 2021