United States

Iran

Kuwait

United Arab Emirates

Economics

Energy

Military & Security

Kuwait Petroleum Corp. is offering a tender of 4 million barrels of oil -- two very large crude carriers worth -- to Asian refiners, Kuwait's first such tender since Israeli-U.S. strikes on Iran began in February, Bloomberg reported on June 9.

Kuwait: Kuwait Offers First Oil Tender Since the Iran War Began

Bahrain

U.S.-Iran Relations

Iran conducted drone and missile attacks against Kuwait -- including Kuwait International Airport and unnamed diplomatic missions -- and Bahrain, resulting in one fatality and at least 63 injuries in Kuwait, including from debris and damage at an airport terminal, Reuters reported on June 3.

U.S., Iran: Latest U.S.-Iran Clashes Result in Iranian Attacks on Gulf Civilian Infrastructure

Oman

Qatar

Saudi Arabia

United Kingdom

The Gulf Cooperation Council and the United Kingdom signed a free-trade agreement (FTA) that, according to some estimates, could add $5 billion per year to the U.K. economy over the long term, the Financial Times reported May 20.

Global: GCC and the U.K. Sign Free Trade Agreement

Kuwait's Ministry of Defense alleged that a six-person team of Iranian Islamic Revolutionary Guard Corps members attempted to commit "hostile acts" on Bubiyan Island on May 1, though the intended target and nature of the IRGC's plan were unclear, AP reported on May 12.

Kuwait, Iran: Kuwait Alleges Attempted Iranian Infiltration Operation on Bubiyan Island

Algeria

Iraq

Kazakhstan

Russia

The seven OPEC+ members implementing voluntary production cuts agreed to increase production by 188,000 barrels per day in June, according to a statement released on May 3. 

Global: OPEC+ Agrees to Modest but Symbolic Production Hike in First Meeting Without the UAE

Tasnim News Agency, an Iranian news outlet linked to the Islamic Revolutionary Guard Corps, published a report April 22 suggesting that Gulf states are vulnerable to sustaining damage to their undersea cables in the Strait of Hormuz.

Middle East: Iranian Outlet Highlights Sabotage Threat to Persian Gulf Undersea Cables

Ukraine

Politics

Ukrainian President Volodymyr Zelensky said his country was discussing security cooperation with Kuwait, Oman and Bahrain, Reuters reported on April 10.

Ukraine, MENA: Kyiv in Talks for More Security Cooperation With Gulf Countries

Israel

Iran struck targets in Saudi Arabia, Kuwait, the United Arab Emirates and Bahrain after the U.S.-Iran ceasefire was announced on April 7, Reuters reported on April 8.

MENA: Iran Strikes GCC Targets, Despite Ceasefire Announcement 

Assessments

Yemen

Vessels are seen anchored along the Strait of Hormuz on June 18, 2026. 

By demanding investment pledges from Gulf states after threatening a 20% toll, the White House is signaling its defense of global trade routes is now a transactional service rather than a core strategic commitment.

Security as a Service: The Risks of Trump's Transactionalism in the Strait of Hormuz

U.S. Secretary of State Marco Rubio (C, top) meets with GCC foreign ministers during his visit to the Middle East to discuss with Arab Gulf allies the interim deal between the U.S. and Iran on June 25 in Manama.

While Qatar and Saudi Arabia explore restoring trade ties with Iran, the United Arab Emirates is aligning its security with Israel and the United States.

Divergent Approaches to Iran Expose Gulf Arab Splits

Guests stand outside a model carriage of the "Dream of the Desert" ultra-luxury train on display during the Future Investment Initiative conference in Riyadh, Saudi Arabia, on Oct. 28, 2025.

Efforts to create new export routes via railways and pipelines will be hampered by regional mistrust, uncertain commercial viability and long construction timelines, ultimately keeping Gulf states reliant on the Strait of Hormuz.

All Roads Lead to Hormuz: The Limits of Gulf Infrastructure Diversification

Social Issues

The Geopolitics of Demographics

Gulf states' push to employ more local citizens in the private sector will help advance their economies and reduce public wage bills, but it will also create new risks for businesses that have traditionally relied on cheap foreign labor.

The Future of Work in the GCC: Localization, Competition and Business Risks

The city skyline in Dubai is seen at sunset.

Although Gulf capitals are increasingly investing in mid-tier autonomy and offensive capabilities, achieving total strategic independence remains constrained by their enduring need for high-end American systems.

The Future of GCC Defense and Security Strategies in a Changing Middle East

Flatlining population growth will leave the Gulf Arab states reliant on specialized, high-tech militaries that are supplanted by foreign forces, exposing them to various long-term security vulnerabilities.

The Demographic Drag on Gulf States' Military Strength

The Burj Khalifa skyscraper (L) and the Burj al-Arab hotel (R) on March 11 in Dubai, United Arab Emirates. With further Iranian provocation, several Gulf Cooperation Council states would be willing to join the war against Iran, but doing so would likely deepen Iran's targeting of their critical infrastructure, exacerbate the globally disruptive impacts of the war and potentially pull the GCC into a permanently hostile relationship with Iran.

Joining in could deepen Iran's targeting of GCC critical infrastructure, exacerbate the globally disruptive impacts of the war and pull the bloc into a permanently hostile relationship with Iran.

Will the Gulf States Join the Iran War, and What Would Happen if They Did?

Europe

India

A medicine distributor stores Mounjaro (tirzepatide) self-injecting GLP-1 prefilled pens and vials in a fridge at his office in Thane, India, on March 20, 2026. 

Environment, Science & Technology

Science & Technology

India's pharmaceutical and medical technology sectors are set to grow significantly over the next several years amid manufacturing incentives, regulatory reforms and trade deals.

The Growth Outlook for India's Pharmaceutical Sector Remains Strong, Despite Global Uncertainties

People walk along the corniche area on the occasion of Eid al-Fitr, marking the end of the holy month of Ramadan, in Abu Dhabi on March 20, 2026.

Global Trade

Disruptions to shipping through the Strait of Hormuz will compel Gulf Cooperation Council states to invest in alternative trade routes and more resilient physical infrastructure.

Gulf Arab States, Shaken by Iran War, Plan Economic Pivot

The Crown Plaza on March 1 showing damage from an Iranian military strike in Manama, Bahrain. Iran's attacks will push the Gulf Arab states more toward security alignment with the United States, and threaten their status as a secure investment destination.

Iran's attacks will push the Gulf Arab states more toward security alignment with the United States, and threaten their status as a secure investment destination.

The Implications of Iran's Attacks on the Gulf

U.S. President Donald Trump delivers remarks to U.S. and Qatari military personnel at the Al Udeid Air Base in Doha, Qatar, on May 15, 2025.

The U.S. president's pledge to defend Qatar may deter future Israeli attacks, but it is unlikely to deter Iranian aggression or allay Gulf states' greater concerns about Washington's commitment to their security.

Trump's Security Guarantees for Qatar Unlikely To Offer Enough Reassurance

Qatar's Prime Minister and Foreign Minister Mohammed bin Abdulrahman al-Thani chairing a preparatory meeting in Doha on Sept. 14, 2025, ahead of an Arab Islamic summit.

Israel-Hamas Conflict

The Sept. 9 strike on Qatar has amplified doubts among Gulf states about the reliability of U.S. security guarantees and Washington's ability to restrain its regional allies.

Israeli Strike on Qatar Prompts GCC States To Question Future of Regional Security

The emirate of Kuwait is on the northwestern edge of the Persian Gulf, nestled between Iraq and Saudi Arabia and narrowly divided by land from Iran. Iraq's border blocks Kuwait from the fertile river lands of the Tigris and Euphrates rivers, leaving the country a hot, waterless desert with no natural year-round rivers or lakes. Kuwait is, however, rich in hydrocarbons beneath its largely sandy desert.    Because of their country's low rainfall and poor soil, Kuwaitis used to live off pearling and trade and were usually dominated by whoever controlled Iraq to the north. That often made Kuwait a borderland of empires, as its settled population interacted with merchants and traders out of Iraq and Iran and the Bedouins who traveled up from Arabia. These interactions left Kuwait's population divided between Bedouins, Sunnis and Shiites.    After World War I broke up the Ottoman Empire, Kuwait achieved independence as a British protectorate. The discovery of hydrocarbons in the 1930s allowed Kuwait to rapidly transform its economy and modernize. But it still faced the challenge of needing access to trade routes and protection from powers in Iraq, Saudi Arabia and Iran. At various times, Kuwait leans on different neighbors to balance them against one another, as it did when it aligned with Iraq during the Iran-Iraq War. Most recently, Kuwait has relied on its alliance with the United States to ensure its independence and access to global trade routes via the Strait of Hormuz.      To ensure its security, Kuwait must have a sponsor, whether in the region or beyond it, who sees value in its independence and can guarantee its access to trade. And it must also balance its divided population, whose divisions can pull the country towards different neighbors at different times. 

SITUATION REPORTS

Kuwait: Kuwait Offers First Oil Tender Since the Iran War Began

U.S., Iran: Latest U.S.-Iran Clashes Result in Iranian Attacks on Gulf Civilian Infrastructure

Global: GCC and the U.K. Sign Free Trade Agreement

Kuwait, Iran: Kuwait Alleges Attempted Iranian Infiltration Operation on Bubiyan Island

Global: OPEC+ Agrees to Modest but Symbolic Production Hike in First Meeting Without the UAE

Middle East: Iranian Outlet Highlights Sabotage Threat to Persian Gulf Undersea Cables

Ukraine, MENA: Kyiv in Talks for More Security Cooperation With Gulf Countries

MENA: Iran Strikes GCC Targets, Despite Ceasefire Announcement

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