Strategic Estimates

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.
Is the Lebanese Army Equipped to Confront Hezbollah?
Publications
1 Sep 2025

Is the Lebanese Army Equipped to Confront Hezbollah?

Lebanon today faces a critical crossroads that directly threatens its national sovereignty, and this challenge is reflected in the issue of confiscating Hezbollah’s weapons. On Aug. 5, 2025, the Lebanese government issued an important decision entrusting the armed forces with the task of developing a plan to establish the state's monopoly on weapons, restricting the possession of arms exclusively to state institutions, in implementation of the ceasefire agreement with Israel, with the plan to be executed before the end of the current year. This decision represents a strategic turning point that places Hezbollah before complex choices: voluntary disarmament, moving towards political transformation, or direct military confrontation with the Lebanese army.   Hezbollah, for its part, rejects this decision, describing it as a major sin, threatening to ignore it and considering disarmament a direct threat to Lebanon’s resistance against external aggression. The decision faces significant challenges due to the strong popular and political support Hezbollah enjoys, in addition to political maneuvers aimed at obstructing any measures targeting its weapons. Given the fragility of Lebanon’s political and sectarian system, there are significant risks of a confrontation breaking out that could escalate internal tensions and undermine security stability, making any direct military clash between the army and Hezbollah fraught with danger, with the likelihood of intensifying sectarian divisions and expanding the circle of violence. Will the Lebanese army be able to confront Hezbollah?
Iran’s Enrichment Dilemma: Between Nuclear Sovereignty and Global Proliferation Anxiety
Publications
9 Jul 2025

Iran’s Enrichment Dilemma: Between Nuclear Sovereignty and Global Proliferation Anxiety

Iran’s uranium enrichment dilemma constitutes the central axis of the ongoing nuclear dispute, where technical considerations intersect with imperatives of national sovereignty, and where international legal frameworks collide with the strategic logic of deterrence. From the perspective of the Islamic Republic, the possession of a full nuclear fuel cycle—including domestic enrichment—is not merely a technical aspiration but an inherent sovereign right enshrined in Article IV of the Nuclear Non-Proliferation Treaty (NPT). Yet, within Iran’s political consciousness, this “right” transcends legalistic interpretation; it has become a symbolic pillar of national autonomy and a manifestation of defiance against what is perceived as Western hegemony.   Conversely, the U.S. and its allies view the same enrichment capability as a direct gateway to weaponization. The centrifuge-based architecture of Iran’s program enables, with little more than a political decision, a rapid transition from low-enriched uranium to weapons-grade fissile material within a matter of weeks. These concerns escalated significantly following the International Atomic Energy Agency’s (IAEA) May 2025 report confirming that Iran had amassed over 400 kilograms of uranium enriched to 60%—an amount theoretically sufficient to produce three to five nuclear weapons, should the enrichment level be increased to 90%, without requiring any additional infrastructure.   Iran’s historical experience—from its exclusion from the Eurodif consortium in 1979 to the collapse of the Tehran Research Reactor fuel deal in 2009—has deeply entrenched the belief among Iran’s ruling elite that reliance on external fuel guarantees is neither secure nor sustainable. As such, any negotiated settlement that requires Tehran to abandon domestic enrichment is perceived as a fundamental affront to its sovereign dignity and strategic autonomy.   Thus, the essence of the conflict lies not in centrifuge counts or enrichment levels per se, but in the deeply embedded political architecture of mutual distrust. A sustainable resolution cannot be achieved without a broader security framework that redefines Iran’s position within both the regional and global order.   This study adopts a multi-layered approach to the enrichment dilemma, treating it not as a narrowly technical issue but as a strategic contest between sovereign entitlement and non-proliferation imperatives. It proceeds along four main analytical axes: the technical properties of enrichment, the political and strategic motivations driving Iran’s position, the security calculus of Western powers, and the viability of proposed diplomatic frameworks. The study ultimately affirms that any lasting agreement must emerge from a comprehensive reconfiguration of Iran’s relationship with the international system.
What Does the Lifting of U.S. Sanctions Mean for Syria?
Publications
19 May 2025

What Does the Lifting of U.S. Sanctions Mean for Syria?

The United States started putting sanctions on Syria as early as 1979, mostly because Syria was labelled as a State Sponsor of Terrorism (SST). The first designation was based on Syria's military occupation of Lebanon and its support for groups like Hezbollah that the government paid for. This early policy took a harsh and threatening stance against a government that was seen as hostile and supportive of non-state actors that were seen as a threat to U.S. interests.   After the Syrian conflict started in 2011, the U.S. greatly increased its sanctions against the Assad government. The goal of these more extensive measures was to stop the Syrian government from using violence against its people and to encourage political changes that could get to the bottom of the conflict. This was a big change from only focussing on counter-terrorism to a wider agenda that included human rights and changing the behaviour of the regime, with some elements of coercive diplomacy.   The end of Bashar al-Assad's rule in early December 2024 marks a major change in Syria's politics. This event changed the main goal of the long-standing U.S. sanctions, which were mostly aimed at the now-deposed government.   In May 2025, during a trip to Saudi Arabia, U.S. President Donald Trump made a big announcement: he would lift sanctions on Syria. He said this would "give them a chance at greatness." Many people see this announcement as a "historic development" that has "major potential to improve living conditions" and "support the Syrian political transition." The goal is to make the area more stable and improve Syria's economic prospects after years of being held back by harsh international sanctions. This paper looks at the United States' sanctions against Syria in depth, putting the recent change in policy in the context of its history and the law.

Periodicals

Futurescapes Issue 3 – Noah’s Ark Reimagined: Decoding Tomorrow’s Crises
Publications
10 Jul 2025

Futurescapes Issue 3 – Noah’s Ark Reimagined: Decoding Tomorrow’s Crises

In an era marked by rapid transformations and mounting threats, it is no longer sufficient to merely bear witness to disasters after they unfold. The imperative now is to cultivate anticipatory vision and to act decisively before the alarm is sounded. It is against this backdrop that the Al Habtoor Research Centre presents this edition of Futurescapes, titled Noah’s Ark, as both an early warning signal and a call for preparedness before time runs out.   The choice of the title Noah’s Ark is far from arbitrary. Just as the ark once symbolised salvation amid an all-encompassing flood, this publication aspires to serve as a vessel of knowledge—an intellectual ark—that carries within it an early awareness of looming risks and a strategic foresight capable of confronting them and adapting accordingly. This edition is a deliberate effort to transcend reactive responses and instead foster a proactive culture rooted in anticipatory planning and resilience-building.   This work forms part of a broader series of periodic reports issued by the Al Habtoor Research Centre, an independent Arab think tank committed to a forward-looking approach. The Centre places strategic emphasis on early warning mechanisms and the anticipation of major threats that may affect the Arab world—whether stemming from natural phenomena, political and technological developments, or the evolving dynamics of regional and global conflict.   In this issue, we undertake an unconventional intellectual journey, wherein we shed light on categories of threats that have not received sufficient attention from think tanks across the Arab world, despite the fact that they carry genuine existential risks. Our analysis does not confine itself to the commonly addressed domains of security and political threats; rather, it ventures further to explore issues that rarely find their way onto the Arab research agenda.   Among these are volcanic eruptions, asteroids, solar storms, and threats emerging from outer space—phenomena that could pose serious dangers to life on Earth in general, and to the Arab region in particular. We also examine nuclear risks, whether arising from warfare, radioactive leakage incidents, or potential scenarios involving cyberattacks on nuclear facilities.   Moreover, this issue addresses pandemics and global outbreaks—not solely from the perspective of disease transmission, but in terms of their structural impacts on economies and societies, as well as their linkages to transformations in the global order.   This publication does not claim to possess definitive answers; rather, it aspires to serve as a first step toward cultivating a collective awareness that is more attuned to risk and more capable of strategic preparedness. Knowledge, when acquired early, becomes a form of power. And foresight, when exercised with precision, becomes a tool for salvation.   We present this work at a critical juncture, with the hope that it will contribute to opening new windows for dialogue and planning and that it may serve as an entry point for broader Arab cooperation in the realms of risk monitoring and the development of effective early warning systems.   The information presented in this publication reflects the situation as of May 2025. Please note that developments may occur rapidly, which could render some of the details outdated or no longer current since that date.
Futurescapes Issue 2 – MENA at a Crossroads: Unveiling Looming Risks
Publications
9 Jul 2024

Futurescapes Issue 2 – MENA at a Crossroads: Unveiling Looming Risks

At this pivotal juncture, the MENA region stands at a critical crossroads. The region is experiencing a decisive moment that will shape the future dynamics of inter-country relations and regional security, which has faced significant threats in recent years. This publication, prepared by a team of experienced researchers at the renowned Al Habtoor Research Centre, endeavours to forecast the Middle East's impending challenges. It aims to delineate the region's comprehensive political, economic, and security landscape over the past years.   Through a series of incisive analyses, we address the geo-economic challenges and their profound impact on the future of the Middle East and North Africa. These analyses are situated within the context of the sweeping transformations occurring in the global system, a system characterised by economic conflicts that both influence and are influenced by ongoing security and military escalations. These conflicts have altered the global power map and are anticipated to significantly reshape the current world order, making our research all the more pertinent.   Moreover, we examine the risks engendered by the prevailing state of uncertainty, which threatens nations' economic prospects and disrupts critical and vital trade corridors and routes such as the Suez Canal, Bab El Mandab, and the Strait of Hormuz. These corridors are indispensable to global energy security and international trade. The manifestation of these threats is evident in the tensions and conflicts we have observed in the Red Sea, which have heightened fears of potential disruptions escalating into broader military confrontations.   The publication further delves into the new frontiers of warfare, particularly the transformations imposed by cyberspace on the nature and strategies of conflicts. These changes have redefined armament and deterrence methods, yet the region remains significantly unprepared for these evolving threats. At a time when the Middle East is increasingly becoming an attractive target for cyber-attacks and unconventional warfare, there is an urgent and pressing need to enhance preparedness for such confrontations.   In the region’s prevailing instability and escalating political and security tensions, which have precipitated severe humanitarian crises, the migration challenge has surfaced as a critical determinant of the region’s future. Prominent among these tensions are the civil war in Sudan, the ongoing instability in Lebanon, and the conflict in Gaza. Additionally, the continuous deterioration of internal situations in Syria, Libya, Iraq, and Yemen has posed significant challenges for neighbouring countries. These conflicts have profoundly affected migration dynamics in the region, resulting in substantial security and political ramifications that are expected to unfold in the coming period. The migration issues also present vulnerabilities and potential entry points for external agendas to influence aid-receiving nations.   In this context, the region's climate change challenges also invite external actors to impose their agendas. These actors often condition their support and assistance for addressing climate change on political and security changes, thereby imposing different priorities on the region's countries and threatening its stability.   Ultimately, this publication represents the culmination of extensive brainstorming and research conducted over an extended period by our dedicated team alongside numerous experts and specialists. Our goal has been to produce a structured forecast for the future of a region mired in chaos, which inherently complicates the creation of definitive predictive models for the coming years. At Al Habtoor Research Centre, we are committed to illuminating the often-overlooked areas, especially those pertaining to anticipated crises and potential risks. This publication is part of a series of research outputs aimed at contributing to a more stable and prosperous future for a region beset by threats.
Futurescapes Issue 1 – The AI Revolution: A New World Order
Publications
9 Sep 2023

Futurescapes Issue 1 – The AI Revolution: A New World Order

Amidst the intricate tapestry of our contemporary world, we find ourselves living in a “world of risks” and existential threats that are escalating faster than our capacity for response and remedy. As a result of our tendency to fixate on addressing the ever-growing number of issues that our societies face, we often neglect the importance of envisioning future risks and their potential consequences for human survival and growth.   The significance of future studies and early warning systems transcends the mere scope of risk mitigation and preparedness. It encompasses an ethical obligation to the forthcoming generations an obligation to plant the seeds for a future we ourselves may not see, but one we bestow as an enduring legacy. This form of responsibility, some may even say “altruism”, manifests clearly in the work of those who are dedicated to this field of research. As we recognise the pitfalls of short-sightedness, especially in recent years where questions about the future are infinite, we also acknowledge this as an opportunity to study and improve our approach to the future.   In this inaugural issue of Futurescapes, Al Habtoor Research Centre unveils a meticulously crafted “early warning” on the looming spectre of misusing artificial intelligence capabilities. Within the pages of this publication, we have committed our unwavering focus to confront this critical turning point spurred by expanding technological capacities and the potential relinquishment of human control over these very capacities. In an era where scientists and scholars are impelled to develop AI systems that transcend their conventional roles of aiding and empowering humanity, a growing unease takes root: the potential for these systems to transcend their limitations and penetrate the intricate realms of emotion and distinctly human tasks. Thus, an alternate trajectory unfurls — one that goes beyond traditional automation, aspiring to metamorphose humans into remotely guided automatons.   Within the pages of this issue, we delve into the transformation of robots into entities evocative of human traits and the simultaneous mechanisation of human functions. Furthermore, we explore other pivotal themes, venturing into uncharted landscapes and unconventional dimensions to imagine different potential futures in the new era of AI.

Special Editions

The Cost of Closing Borders: Why Restricting Migration Could Backfire
Publications
29 Dec 2025

The Cost of Closing Borders: Why Restricting Migration Could Backfire

Recently, U.S. President Donald Trump issued sharp criticism of Europe, and while migration policies were not his only focus, his remarks on the topic were particularly striking. His criticism came shortly after he announced a policy to “permanently pause migration from what he called ‘third world countries’” following a National Guard shooting in Washington, highlighting his framing of migration as both a domestic security and international issue. The latest U.S. National Security Strategy under the Trump administration closely links European security to its migration policies, warning of what it describes as "civilisational erasure" from uncontrolled immigration and EU policies, and calling on Europe to enforce stricter border controls, support "patriotic" parties, and become more self-reliant. This approach is widely seen as critical of mainstream European leadership and supportive of far-right movements.   At the same time, far-right sentiment is gaining traction across Europe, visible in the electoral successes of parties such as France's National Rally, Italy's Lega, and Germany's Alternative for Germany. While public discourse often frames migration as a threat to security and civilisation, Western countries overlook a crucial point, which is that migration can be a dividend, contributing to economic growth. With populations ageing faster than the global average and shortages of labour in highly skilled professions, the West is increasingly dependent on migrants. The question is what might happen if far-right agendas succeed in curbing migration, and whether Western economies and security could sustain themselves without it.
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.
De-dollariaztion: What It Means for the US Economy
Publications
25 Nov 2025

De-dollariaztion: What It Means for the US Economy

The United States dollar (USD) prominence as the main global reserve currency can be attributed to the Bretton Woods Agreement of 1944, which created a new international monetary order and directly linked major world currencies to the USD, which was itself pegged to gold at $35 per ounce. The USD quickly emerged as the primary medium of exchange for most commodity trades and international financial transactions as a result of this agreement, which concentrated trust and liquidity around the currency. In 1971, the Nixon Shock occurred when the United States (U.S.) ended direct USD–gold convertibility, weakening the USD. However, the scope and depth of U.S. financial markets and the petrodollar system - which mandated that oil exports be invoiced and paid in USD- made it incontrovertible, giving the U.S. “the exorbitant privilege”, as economist Valéry Giscard d’Estaing described it, of having substantial control over global monetary policy while financing trade and budget deficits.   It’s crucial to weigh this against factors that continue to uphold the USD’s hegemony though. The unmatched stability liquidity and depth of U.S. financial markets continue to attract global investors worldwide, preserving the USD’s position as the favored reserve asset. Since international trade, finance, and investment infrastructures are still heavily USD-centric, it is also challenging for alternative currencies to quickly replace the USD due to the vast global network effect that has been developed over decades. Moreover, the USD’s status as a “safe-haven” asset persists, particularly during periods of global uncertainty, sustaining demand.   Yet, this hegemonic status is now challenged structurally in ways increasingly understood as de-dollarization- that is, the deliberate reduction of the share of the USD in global trade invoicing, reserve holdings, and payment systems. Debates on the durability of U.S. monetary leadership have been ongoing for decades, but a number of forces have turned de-dollarization from an abstract concept into a global trend since the Global Financial Crisis of 2008. That crisis exposed systemic vulnerabilities within USD-dependent financial networks, underscoring how U.S. monetary policy and financial shocks can transmit worldwide in destabilizing ways—especially across Emerging Markets and Developing Economies (EMDEs).   This postwar order is increasingly under structural pressure from geopolitical fragmentation, rising U.S. debt, sanctions overreach, and the emergence of alternative payment systems. These pressures could lead to two different scenarios for the U.S. economy in a post-dollar world: a sudden collapse due to financial instability and inflation, or a gradual decline with persistently higher borrowing costs and the steady erosion of fiscal and geopolitical leverage. The latter is more likely but still represents a structural shift that redefines the balance of global economic power.
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.