How the West Bank is the International Order’s Ultimate Test
Programmes
10 Feb 2026

How the West Bank is the International Order’s Ultimate Test

The question of the West Bank has transcended its status as a mere component of the Palestinian–Israeli conflict to become a substantive test of the coherence of international law and the deterrence foundations upon which the post–Second World War international order was built.   On 9 February 2026, the Israeli Security Cabinet endorsed a package of extraordinary measures designed to consolidate Israeli control over the West Bank. The measures included rescinding the longstanding prohibition on the sale of land to Jews through the repeal of the Jordanian statute that barred the transfer of Palestinian property to Jewish purchasers; lifting the confidentiality of land registry records; transferring planning and construction powers in parts of Hebron from the Palestinian municipality to the Israeli Civil Administration; and broadening oversight and demolition authorities to extend into Areas A and B, which fall under Palestinian Authority jurisdiction in accordance with the Oslo Accords.   These decisions are likely to generate profound structural transformations in property registration and transfer regimes by permitting the public disclosure of landowners’ identities. Such disclosure opens the way for direct negotiations between Israeli purchasers and Palestinian proprietors, thereby facilitating a faster pace of acquisition and further entrenching settlement expansion throughout the West Bank.   In this context, the Israeli Settlement Council (Yesha) characterised the measures as “the most consequential in fifty-eight years,” portraying them as an effective governmental declaration of the restoration of the Land of Israel to its people. These moves do not represent an isolated incident; rather, they constitute one stage in an intensifying trajectory that, over the past two years, has fundamentally reshaped the conflict's underlying parameters, generating a transformed reality that necessitates analytical frameworks beyond traditional paradigms.
The Collapse of the Western Flank: The Implications of Maduro’s Fall for Iran
Programmes
12 Jan 2026

The Collapse of the Western Flank: The Implications of Maduro’s Fall for Iran

Operation Absolute Resolve, which resulted in the removal of Nicolás Maduro and his spouse Cilia Flores on Jan. 3, 2026, constituted a watershed moment in the history of 21st-century geopolitical warfare. While initial indicators point to a seemingly limited regime change within Venezuela, the strategic repercussions of the operation inflicted severe damage on Iran’s forward-operating capabilities. For nearly two decades, Venezuela was not merely a diplomatic partner of Tehran; it served as an indispensable logistical bridgehead and a secure sanctuary in the Western Hemisphere. Through this platform, the Iranian regime was able to circumvent international sanctions, project asymmetric influence, and sustain a critical financial lifeline through illicit trade.
Gulf Sovereign Wealth Funds and the Video Game Economy
Programmes

Gulf Sovereign Wealth Funds and the Video Game Economy

The structural foundations of the global video game economy are undergoing a profound transformation that extends well beyond the traditional triad of dominance in North America, Japan, and China. Strategic gravity is increasingly shifting toward the Gulf region, propelled by unprecedented capital inflows led by sovereign wealth funds across the Gulf Cooperation Council (GCC). This momentum marks a pivotal inflexion point in the investment doctrine of these institutions, most notably Saudi Arabia’s Public Investment Fund (PIF), alongside Abu Dhabi’s Mubadala and ADQ, and the Qatar Investment Authority (QIA). Collectively, they have moved beyond passive portfolio management focused on the accumulation of safe-haven assets such as US Treasury securities and real estate, toward active, operational ownership in high-growth technology sectors.   Within this context, the gaming industry, currently valued at over $200 billion and projected to surpass $300 billion by 2028, has emerged as a central pillar of this strategic shift. Its distinctive convergence with media ecosystems and artificial intelligence positions it as an ideal vehicle for advancing the economic diversification objectives embedded in national development visions.   Gulf engagement in this domain extends well beyond purely financial considerations into the realm of geopolitics. Through the acquisition of intellectual property, distribution networks, and digital infrastructure, these states are seeking to establish a form of “digital sovereignty” as an alternative to the historical dominance of hydrocarbons within their economic models. This objective is being pursued through differentiated strategies, ranging from Saudi Arabia’s vertically integrated approach to the United Arab Emirates’ ecosystem-building model and Qatar’s strategy of strategic linkage and connectivity.   Accordingly, understanding this investment domain requires situating it within the context of broader macroeconomic transformations. Successive price shocks in global oil markets, most notably in 2014 and during the 2020 pandemic and its aftermath, have exposed the limitations of the traditional petrodollar-based model in ensuring long-term wealth sustainability. By contrast, the gaming sector offers a structural response to pressing demographic challenges: it generates a jobs multiplier that exceeds that of many other sectors and absorbs the “youth bulge” that constitutes the overwhelming majority of the population, transforming it from a consumer base of foreign content into a national productive base that consolidates the principles of a new economic nationalism
The Politicisation of Mossad: The Future of Israel’s Intelligence
Programmes
28 Dec 2025

The Politicisation of Mossad: The Future of Israel’s Intelligence

On Dec. 4 2025, Netanyahu decided to appoint his Military Secretary, Major General Roman Gofman, as the Director of the Mossad. Gofman will replace the current Mossad head, David Barnea, whose five-year term ends in June 2026. This decision signals a key leadership change in the country’s most important intelligence agency, particularly given Gofman’s lack of intelligence experience and aggressive decision-making approach. Moreover, this movement indicates Netanyahu’s broader pattern of politicising the appointments of high-ranking officials in security agencies, where loyalty to him appears to be a decisive factor. Accordingly, the politicisation of Mossad raises serious questions about the future of Israel's intelligence.
Class, Declinism, and Emotional Turmoil: The Great British Migration to Dubai
Programmes
23 Dec 2025

Class, Declinism, and Emotional Turmoil: The Great British Migration to Dubai

Since Brexit, the United Kingdom (UK) has been experiencing a governance issue, as the Conservative Party suffered from instability due to numerous leadership changes, while the recently elected Labour Party lacks the ambition and confidence needed to effectively govern. Combined with the shocks stemming from Brexit, COVID-19, and the Russia-Ukraine War, the UK has experienced economic stagnation and the deterioration of public services, which has resulted in British nationals migrating abroad.   One of these locations is the UAE, more specifically, Dubai. There are approximately 240,000 British nationals currently living in Dubai, with more to join as there was a 420% increase in internet searches in the UK centered on moving to Dubai. Those are staggering statistics, and the number is only going to grow as more British nationals across the socio-economic spectrum continue to migrate to Dubai. However, the reasons explaining British migration to Dubai are not as simple as lower taxes, security, and great weather. One can argue the rise of British migration to Dubai can be attributed to a desire to break from a ridged class system, declinism, and emotional turmoil brought on by the cost-of-living crisis.
Pulse: AI and Arab Identity
Programmes
16 Dec 2025

Pulse: AI and Arab Identity

This Pulse survey, conducted in November 2025, explores public attitudes toward AI in Arab societies, with a particular focus on reliance on foreign AI models and their impact on Arab values and identity. The findings highlight growing concerns about how AI systems may influence cultural norms, shape collective identity, and redefine societal priorities. By examining perceptions of the need for Arab-developed AI and views on who should lead its development, the survey offers insight into how technological dependence is increasingly understood as a strategic, cultural, and identity-related issue across the Arab world.
The 2025 NSS: Disengagement or Entrenchment?
Programmes
12 Dec 2025

The 2025 NSS: Disengagement or Entrenchment?

The National Security Strategy (NSS) defines the guiding vision of American power and provides a window into how the United States understands the international environment, identifies its priorities, and determines the political, military, and economic tools it will rely on to protect national interests. Accordingly, the NSS shapes defence planning, informs foreign policy doctrine, guides inter-agency action, and signals to allies and adversaries the direction of U.S. engagement in an evolving global landscape.   The 2025 NSS, issued by the Trump administration in November 2025, is a clear articulation of how this administration intends to position itself in a world marked by rising geopolitical fragmentation, sharpening competition, and growing domestic constraints. Its core purpose is to translate the administration’s worldview into a coherent framework that defines what the United States will prioritise, what it will deprioritise, and under what conditions it will expend political capital, economic leverage, or military force.   For the Middle East, understanding the 2025 NSS is essential because it captures the principles shaping America’s evolving posture toward the region. The strategy’s emphasis on burden-sharing, reduced military exposure, and transactional partnerships signals a shift in expectations for regional actors, while its focus on energy security, counterterrorism, and strategic competition with external powers continues to define the contours of U.S. interests. As a formal expression of how the administration interprets threats and opportunities, the NSS provides the clearest available roadmap of Washington’s intentions—and the framework within which its decisions toward the Middle East will be made in the years ahead.
Narrowing Pathways: What Choices Remain as Tehran Enters ‘Water Bankruptcy’?
Publications
11 Dec 2025

Narrowing Pathways: What Choices Remain as Tehran Enters ‘Water Bankruptcy’?

The escalating water crisis in the Iranian capital, Tehran, portends profound strategic repercussions that strike at the heart of national security and internal stability. Field indicators and updated international data up to 2025 point to the city reaching a stage of “absolute water stress.” This reality is manifested in the sharp and unprecedented decline in surface and groundwater reserves, as an inevitable result of the combination of long-term drought waves with decades of structural mismanagement and excessive depletion of resources, which has led to a decrease in the levels of strategic reservoirs to critical levels that directly threaten the continuity of drinking water supplies for millions of residents. The official warnings, hinting at the possibility of the capital drying up within weeks unless emergency measures are taken, are acquiring serious demographic and social dimensions. The danger transcends mere water scarcity, raising grave concerns about widespread social unrest, the need to adopt drastic policies such as forced displacement, or even the serious discussion of relocating the capital. Therefore, a comprehensive reform of water resource management policies, the strengthening of dilapidated infrastructure, and the adoption of sustainable solutions are imperative to contain the crisis and avert the looming scenarios of economic and security collapse.
The Lord of War: Netanyahu’s Profits Behind Gaza War
Publications
18 Nov 2025

The Lord of War: Netanyahu’s Profits Behind Gaza War

This investigative study adopts a rigorous, systematic analytical methodology to examine the true dimensions of Israeli Prime Minister Benjamin Netanyahu’s wealth, illuminating substantial structural discrepancies between his officially declared income and his accumulated assets. Utilizing evidence-based financial investigation, the research identifies sustained and deliberate efforts to obscure financial transparency, primarily through sophisticated mechanisms such as offshore banking, the purchase of assets via shell or limited liability companies, and the use of aliases. Furthermore, the study deconstructs the institutional networks and patterns of quid pro quo influence that facilitate the continuous recirculation of privileges, economic benefits, and power among elite government officials and leading actors in the Israeli defense industry.   The study underscores the instrumental role of political crises, particularly The War on Gaza, as strategic junctures that enable the executive to maximize discretionary authority and circumvent traditional oversight mechanisms. Empirical findings indicate that Netanyahu directly benefited financially from the war by leveraging his expanded emergency powers to authorize high-value defense contracts outside standard competitive bidding processes. This approach resulted in an unprecedented windfall for defense sector entities closely associated with his inner circle. The war context also facilitated the diversion of public resources to support the interests of this network, ultimately institutionalizing mechanisms for influence-sharing among policymakers and leaders in the military-industrial complex. Consequently, the aggregate value of contracts executed during states of emergency surged dramatically, exemplifying the organic convergence of political and economic power within Netanyahu’s administration. The systematic exploitation of crises thus emerges as a central feature in the amplification of personal wealth and the consolidation of elite privileges within a closed governance structure.
What If: Climate Migration Destabilises North Africa and Southern Europe?
Publications
9 Nov 2025

What If: Climate Migration Destabilises North Africa and Southern Europe?

Climate migration is becoming an increasingly pressing issue, imposing geopolitical and humanitarian challenges on countries that receive migrants at all stages. According to a report by the World Bank, climate migration is expected to force approximately 143 million people in the Global South to migrate by 2050. Natural disasters, including extreme heatwaves, droughts, insufficient crops, and flooding, have been imposing severe risks for many countries, particularly third-world countries. These countries are vulnerable to these risks due to their lack of services and financial distress, leaving most of the population living below the poverty line. Under these hardships, climate migration is spiking to northern countries where people seek better living conditions.   North Africa, geographically connecting the Global South to Europe, is a strategic transit location for migrants. While Southern Europe, linking migrants to the Global North, is an important entry point for those seeking better opportunity. Hence, the climate migration pressure on these regions creates conditions for destabilisation across both sides of the Mediterranean.   With the high wave of irregular migration, ‘Destination’ states, where migrants seek to settle in, often engage with the ‘Transit’ states, which are “any country through which a migrant passes after fleeing their country of origin, irrespective of their initial plans or actual actions within that country”, in what is called ‘migration diplomacy’. This strategy involves destination states offering visa incentives and investment opportunities in exchange for the transit state adopting containment measures for irregular migrants coming from their countries and strengthening control over the border. Likewise, destination countries foster economic and investment aid to ‘origin’ countries to tackle the root causes of the migration problem.   Although such diplomatic techniques could be successful sometimes, in many cases, they have been proven to be inadequate in many situations. As climate irregularities increase, climate-induced migration is expected to rise, and such methods have a high probability of their effectiveness diminishing completely, impelling destination countries to come up with other competent measures.   The evidence shows a high probability of devastating effects in both transit and entry states. For transit states, they might face more strain on their financial resources than what they currently incorporate, and at the same time, security threats could escalate. Regarding entry states, economic pressure, political tension, and intensified cultural polarisation might empower far-right parties, changing the structure of the European Union. So, climate migration could become a huge threat to the regional stability in both transit and entry states without effective and coordinated measures.   This paper explores the destabilising potential of climate-induced migration on transit North African states and Southern European entry states. It is divided into four sections: climate regression, effects on transit states, effects on entry states, and proposed solutions. The paper addresses the economic, political, and security implications, and suggest the necessity for tailored measures suitable for affected countries. The paper concludes that the continuous pace of climate migration will have destabilizing consequences on both transit and entry hubs. Besides resilience and early warning solutions, the EU has to provide attractive incentives for North Africa in order to limit the spill-overs on its borders. Such proposals shouldn’t be detached from the realities of African states and better align with the economic and security needs of these countries.
The Future Role of China in the GCC’s Tech Transition
Programmes
20 Oct 2025

The Future Role of China in the GCC’s Tech Transition

China has a long-term goal to be a global leader in technology. To achieve such ambition, the country has taken serious steps widening its Belt and Road Initiative (BRI) traditional infrastructure projects to incorporate digital infrastructure projects embodied in the Digital Silk Road (DSR). The DSR was initially launched in 2015 by the government as an idea on paper and during the opening ceremony of the First Belt and Road Forum in May 2017, China’s President Xi Jinping, adopted the DSR term officially and it was incorporated in the government’s BRI strategy as the digital dimension.   The DSR initiative focuses on building digital infrastructure and exporting its technology to the beneficiary countries, it includes telecommunications infrastructure, like 5G networks, overland fibre-optic cables, data centres, cloud computing, artificial intelligence (AI), as well as applications that support e-commerce and mobile payments, along with smart cities and surveillance technology.  Additionally, the DSR provides support to Chinese tech companies, like ZTE, Huawei, and Alibaba, to carry on the work with the beneficiaries.   The DSR aims to enhance Beijing's global digital influence as it creates opportunities for a wide range of cooperation and partnerships between Chinses tech companies and other beneficiaries around the world in areas of digitalization and AI. China’s DSR encompass a variety of projects in 5G deployment, e-commerce platforms, and AI applications, such as DeepSeek which is an alternative model to ChatGPT.   China signed DSR cooperation agreements with several countries in Africa, the Middle East, Eastern Europe, Latin America, and Southeast Asia. The cooperation takes place between scientists and engineers from the recipient country and Beijing, like opening a training centre or in research and development (R&D). The areas of cooperation are wide, including smart cities, AI and robotics, clean energy, and surveillance capabilities, like data localization. GCC countries are considered one of the important partners to China’s DSR, where it is closely integrating in the GCC digitalization goals.
Robotics, China, and MENA: The Battle for Industrial Sovereignty
Programmes
17 Oct 2025

Robotics, China, and MENA: The Battle for Industrial Sovereignty

China’s robotics drive is no longer just a story of factories becoming more efficient but a story of a new industrial revolution. Each year, hundreds of thousands of new machines are deployed across its production lines, reshaping global supply chains and altering the balance of technological power. For the Middle East and North Africa, this shift raises questions that cannot be postponed. Automation is moving from the margins to the centre of economic strategy, and regions that fail to build capacity risk being locked into systems designed elsewhere.   The future of robotics in MENA is therefore not only about who installs machines the fastest, but about who sets the standards, who controls the data, and who determines the terms of industrial competition. The region’s next chapter will hinge on whether it becomes a maker of the technologies that define the century, or simply a consumer of them.