Middle East and North Africa (MENA)

The Syrian Civil War transformed Syria into a battleground for regional powers seeking to advance their strategic interests. Among these powers, Turkey and Israel have emerged as pivotal actors, each pursuing distinct objectives that often clash, exacerbating instability in Syria. While Turkey’s ambitions in Syria are driven by consolidating the authority of the new regime in Syria to dissolve and disarm Kurdish armed groups, Israel emphasises supporting the Druze in the south of Syria and the Kurdish groups in the east of Syria to limit the functionality of the new Syrian government. Israel has also other strategic interests in Syria, such as countering Iranian influence and establishing buffer zones in southern Syria to separate Syrian forces from the Israeli-occupied Golan Heights.

In April 2025, the Trump administration stunned global markets by announcing a sweeping tariff expansion under the International Emergency Economic Powers Act (IEEPA), introducing a flat 10% universal tariff on all imports. This move, framed as a national economic emergency response, immediately triggered global trade uncertainty and diplomatic friction. The policy marked a significant escalation of Trump’s protectionist agenda, signalling a break with multilateralism and targeting long-standing trade imbalances with strategic rivals and allies alike. We found that the United States (U.S.) trade structure is deeply imbalanced, with persistent deficits concentrated in sectors essential to industrial production, such as machinery, electronics, and vehicles. These deficits have exposed the U.S. to retaliatory measures from key trade partners—particularly China, Canada, and the EU—who have calibrated their responses to hit politically and economically sensitive export categories. Tariffs have initiated a multi-channel inflationary shock: direct consumer price increases, rising intermediate input costs, and cascading pressures on logistics and wages. The compounded effect has resulted in a net consumer price index (CPI) increase of approximately 1.2%, with higher spikes in key durable goods. Global supply chains are beginning to reconfigure.   The automotive sector, in particular, has seen disruption in bilateral flows with traditional partners, creating openings for new logistical nodes. The UAE stands out as a beneficiary, attracting redirected FDI and becoming a strategic re-export and final assembly hub. Collectively, these findings underscore a paradox: while the policy aims to reduce dependency and correct trade imbalances, it simultaneously accelerates external retaliation, domestic cost pressures, and global fragmentation in trade infrastructure.

The geopolitical landscape in the Middle East is set for a potentially major shift with US President Donald Trump’s announcement of the resumption of negotiations between the United States and the Islamic Republic of Iran, scheduled to begin on April 12, 2025. Following a period marked by escalating bilateral tensions and the effective dissolution of the Joint Comprehensive Plan of Action (JCPOA), this resumption of dialogue has generated considerable anticipation both within Iran and across the wider region. The initial, albeit potentially transient, positive reactions observed in Tehran’s financial markets, as evidenced by movements in the stock market and gold prices, underscore the profound economic implications these discussions could hold for the Iranian populace. Furthermore, the potential for these negotiations to influence broader regional stability is a matter of significant concern and interest even for the nations within the Arabian Gulf. While the precise modalities of these diplomatic engagements – specifically whether they will entail direct bilateral talks, as suggested by the U.S. administration, or proceed indirectly through intermediary channels – remain subject to clarification, the very initiation of dialogue signifies a notable departure from the recent trajectory of U.S.-Iran relations. This analysis will therefore explore a range of plausible scenarios that may unfold as delegations from the United States and Iran convene on April 12, and consider the salient internal political dynamics within both nations, the prevailing external pressures exerted by regional and international actors, and the specific contextual factors that have contributed to this renewed, albeit cautious, engagement.

Caught in the crosscurrents of escalating regional and international rivalries, and witnessing an increasingly assertive Israeli presence, Southern Syria stands at a critical juncture. Ambiguity hangs heavy in the air, obscuring the long-term trajectory of a land grappling with fractured governance, demographic shifts, and the looming threat of further fragmentation. As international and regional actors jostle for influence and advantage, Israel's expansionist ambitions in the south proceed with a disconcerting sense of ease, guided by a methodical strategy and far-reaching objectives. This expansion, however, is not merely territorial; it is reshaping the very fabric of Southern Syria, impacting its social and demographic tapestry, and transforming it into a volatile arena for regional proxy conflicts. Meanwhile, the Syrian state, nominally in Damascus, grapples with deep-seated internal divisions and a diminished capacity to exert meaningful control, potentially paving the way for negative scenarios that threaten the nation's already fragile unity and sovereignty. This analysis aims to dissect these complex transformations, illuminating Israel’s calculated strategy, assessing the internal vulnerabilities of Syria, and anticipating the potential risks that lie ahead for this strategically vital, yet increasingly precarious, region.

For decades, Western countries, especially the United States (U.S.), used sanctions as a common tool to promote democracy and prevent certain nations from developing nuclear or chemical weapons. Iran, due to its efforts to develop nuclear weapons and other advanced technological weapons, has become a prime example, facing one of the strictest sanctions regimes in the world since the 1979 Iranian Revolution. These measures including the U.N. Security Council embargoes in 2007 and 2015, have had a major impact on Iran’s economy. However, alongside the economic hardship, sanctions have also spurred the growth of a domestic manufacturing sector, especially in defence and military industries, demonstrating the country’s capacity to adapt to hardship.

The appointment of Major General Eyal Zamir to the helm of the Israeli Army, will take office on March 6, transcends a routine leadership transition. It portends a potential strategic recalibration in Israeli military thinking, responding to evolving threats and perceived doctrinal vulnerabilities. Lauded across Israel's political spectrum as the right leader for these turbulent times, Zamir inherits a complex and precarious landscape. He is tasked with revitalizing an army perceived as "faltering," navigating a potentially obstructive political environment, and addressing a volatile region simmering with unresolved conflicts. Adding to the weight on his shoulders is the historical baggage he carries in the eyes of Palestinians, for whom his name evokes memories of harsh measures during past uprisings and operations. This analysis delves into the implications of Zamir's appointment, the delicate dance between political leadership and military autonomy in Israel, the anticipated doctrinal shifts under his command, and the spectre of looming confrontations on multiple fronts.

The Gaza Strip, tragically marked by recurring cycles of conflict and destruction, faces a complex and deeply entrenched crisis that extends far beyond the visible damage to its buildings and infrastructure. The repeated devastation has crippled its economy, fractured its social fabric, and left its population in a state of perpetual vulnerability, demanding a comprehensive and transformative approach to recovery. Traditional reconstruction efforts, while necessary, have often fallen short by primarily focusing on the immediate task of rebuilding damaged structures. These efforts, though well-intentioned, have frequently failed to address the fundamental underlying economic and governance challenges that perpetuate instability and hinder long-term progress. This report, therefore, proposes a fundamentally different approach: a three-pillar framework that integrates immediate humanitarian relief with long-term strategies for economic sustainability and the establishment of durable peace. This holistic approach recognizes that true recovery requires not only rebuilding physical infrastructure but also fostering economic opportunity, strengthening governance, and promoting social cohesion, ultimately breaking the cycle of conflict and paving the way for a more stable and prosperous future for the people of Gaza. This three-pillar approach addresses the problem from a broader perspective.

In recent months, the West Bank has witnessed rising violence. The timing in which the West Bank is witnessing escalation is not a coincidence, it is connected to the ceasefire in Gaza. While right-wing elements refuse the ceasefire deal, it is generally argued that Israeli Prime Minister Benjamin Netanyahu has to appease those elements in his coalition. Netanyahu who is believed to have been pressured to accept the deal, does not find any alternative to satisfy right wingers in his coalition other than shifting the war to the West Bank. While this understanding is not entirely false, it is suggested that recent events in the West Bank are part of Israel’s expansionist plan aiming at imposing Israeli sovereignty on the territory. Using legal and political manoeuvres, Israel aims to turn the West Bank into another Gaza which results in broader regional implications.

Following the Arab Spring, Turkey and Iran started expanding their influence in the region, utilising the state of instability. While both countries compete over expanding influence in Syria, Iraq, and Azerbaijan, they managed to maintain strong mutual relations. The analysis examines foreign policy tools employed by both countries to maximise their benefits along with analysing the commonalities and differentiation of interests between them in the Middle East.

In a significant escalatory move, Israel’s Ambassador to the United Nations, Danny Danon, has notified the UN Secretary-General in writing that UNRWA must cease its operations and vacate its premises by January 30, 2025. This ultimatum follows Israel’s enactment of a law last October banning the agency’s activities within its territory, including occupied East Jerusalem. The decision is rooted in Israel’s allegations that UNRWA has been infiltrated by Hamas, with claims that some of its employees were involved in the Oct. 7, 2023, attacks.   This paper examines the evolving and contentious relationship between Israel and UNRWA. It also explores potential U.S. intentions to dismantle the agency, particularly in light of Donald Trump’s return to power and his recent remarks regarding the displacement of Gaza’s population and the repercussions of this ban.

Lebanese Parliament Speaker Nabih Berri reiterated his call for a general session of Parliament on Jan. 9, 2025, to elect a new president as Lebanon’s presidential vacuum stretches into its third year. This call comes amid an ongoing crisis that began on October 31, 2022, following the end of former President General Michel Aoun's term. Aoun’s departure marked the conclusion of a previous presidential vacuum that lasted for 29 months, during which 45 attempts to reach a quorum for his election were unsuccessful. In the current vacuum, Parliament has failed to elect a president after twelve sessions, the most recent of which was held on June 14, 2024. This series of unsuccessful attempts highlights the profound complexities of Lebanon’s political process.   Recent domestic initiatives aimed at resolving the presidential vacancy and reaching a consensus on a candidate have also faltered. Meanwhile, representatives from five key countries, the United States, France, Saudi Arabia, Egypt, and Qatar, continue their efforts to mediate and navigate the obstacles hindering Lebanon’s political forces from agreeing on a mechanism to address the protracted vacancy crisis.   Amid persistent uncertainty surrounding the identity of Lebanon’s next president, political circles have been actively circulating the names of potential candidates. Among these, Commander of the Lebanese Army General Joseph Aoun, has emerged as a strong contender and is widely viewed as a likely consensus candidate.   The upcoming parliamentary session has ignited significant hopes that it may produce tangible results and lead to the selection of a new occupant for Baabda Palace. However, this optimism is tempered by pressing questions about whether Lebanon’s political forces can overcome their divisions, resolve the presidential vacuum, and converge on a candidate amidst the shifting political dynamics within Lebanon and across the region.

With millions of people displaced, massive destruction, and the destruction of entire businesses, the Syrian Civil War wreaked chaos on the country’s economy since it started in 2011, and whilesome countries have started to discuss deportation policies, many refugees started to return home in the hopes of rebuilding their country after the fall of the Assad regime. While the repatriation of refugees holds the promise of economic revitalisation, the multifaceted challenges of reintegration and rebuilding complicate the picture. Hence, a gradual reintegration policy under certain conditions, including international support especially from countries hosting the refugees is required to foster sustainable recovery.