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AGSI

@gulfstatesinst.bsky.social
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The Arab Gulf States Institute is an independent, nonprofit institution providing expert research and analysis of the Gulf Arab states. agsi.org

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AGSI @gulfstatesinst.bsky.social · 13h
On October 6th, AGSI will host a discussion on the U.S.-Iran stalemate and the prospects for a cease-fire with @Alfoneh, Kristin Smith Diwan , Amb. William Roebuck, and @ibishblog.bsky.social. Register now. buff.ly/YI3TFPX
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Is the U.S.-Iran Stalemate a “New Normal” or the Prelude to Another Explosion? - AGSI
On October 6, AGSI will host a discussion on the U.S.-Iran stalemate and the prospects for a cease-fire.
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AGSI @gulfstatesinst.bsky.social · 15h
The Gulf national oil companies are likely to greatly increase their stockpiling in Asia to meet customer needs, address their energy security concerns, and enable a nimbler response to unexpected market disruptions. @bencahill.bsky.social buff.ly/yo6I5Dm
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Gulf Oil Exporters to Build Storage in Asia - AGSI
Gulf national oil companies are looking to increase stockpiles in Asia to meet customer needs, address their energy security concerns, and enable a nimbler response to unexpected market disruptions.
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AGSI @gulfstatesinst.bsky.social · 03/10/2026
For Asian importers, the lesson of this energy shock is to build resilience. Indeed, analysts have argued that Asian importers need new energy security architecture to address challenges in the region that are not addressed by the IEA and other institutions. @bencahill.bsky.social buff.ly/yo6I5Dm
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Gulf Oil Exporters to Build Storage in Asia - AGSI
Gulf national oil companies are looking to increase stockpiles in Asia to meet customer needs, address their energy security concerns, and enable a nimbler response to unexpected market disruptions.
000
AGSI @gulfstatesinst.bsky.social · 02/10/2026
Yemen now brings together two trajectories developing across the Gulf: the integration of AI into state military architectures and the diffusion of commercial models to actors operating outside them. – Francesco Salesio Schiavi buff.ly/If16yoe
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AI Is Reshaping the Yemen Battlefield - AGSI
Artificial intelligence is entering the Yemen conflict through weapons engineering and U.S.-supported targeting operations, extending a regional transformation accelerated by the war with Iran.
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AGSI @gulfstatesinst.bsky.social · 02/10/2026
Gulf exporters have strong incentives to store more oil in Asia. Saudi Aramco CEO Amin Nasser suggested the company plans to expand storage abroad to ensure it can continue deliveries to customers even in periods of disruption. @bencahill.bsky.social buff.ly/yo6I5Dm
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Gulf Oil Exporters to Build Storage in Asia - AGSI
Gulf national oil companies are looking to increase stockpiles in Asia to meet customer needs, address their energy security concerns, and enable a nimbler response to unexpected market disruptions.
000
AGSI @gulfstatesinst.bsky.social · 02/10/2026
Chinese holdings of Gulf debt have soared over recent years. Future Gulf bond issuances will provide Chinese banks with the opportunity to continue to invest during a critical period for the region. – Robert Mogielnicki buff.ly/Vbj5z8q
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AGSI @gulfstatesinst.bsky.social · 02/10/2026
Webinar 10/6: Is the U.S.-Iran Stalemate a “New Normal” or the Prelude to Another Explosion? Join us for a conversation with @alfoneh.bsky.social, Kristin Smith Diwan, and Amb. William Roebuck, moderated by @ibishblog.bsky.social. Register today. buff.ly/YI3TFPX
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Is the U.S.-Iran Stalemate a “New Normal” or the Prelude to Another Explosion? - AGSI
On October 6, AGSI will host a discussion on the U.S.-Iran stalemate and the prospects for a cease-fire.
000
AGSI @gulfstatesinst.bsky.social · 02/10/2026
The thaw between Saudi Arabia and the United Arab Emirates is likely designed to project a united front, particularly against the Houthis in Yemen. @kristianulrichsen.bsky.social buff.ly/UAhfrHq
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A Saudi-UAE Thaw? - AGSI
The thaw between Saudi Arabia and the United Arab Emirates is likely designed to project a united front, particularly against the Houthis in Yemen.
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AGSI @gulfstatesinst.bsky.social · 02/10/2026
The Saudi current account moved back into deficit in the second quarter of 2026, but the external sector position of the kingdom remains very strong. – Tim Callen #SaudiEconomicSpotlight buff.ly/E3xwi1V
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Saudi Current Account Back in Deficit in the Second Quarter - AGSI
The Saudi current account moved back into deficit in the second quarter of 2026, but the external sector position of the kingdom remains very strong.
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AGSI @gulfstatesinst.bsky.social · 02/10/2026
Commercial AI could accelerate the process through which imported technology is absorbed and adapted inside Yemen. It may also allow engineering teams to test more alternatives before committing scarce components to physical trials. – Francesco Salesio Schiavi buff.ly/If16yoe
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AI Is Reshaping the Yemen Battlefield - AGSI
Artificial intelligence is entering the Yemen conflict through weapons engineering and U.S.-supported targeting operations, extending a regional transformation accelerated by the war with Iran.
000
AGSI @gulfstatesinst.bsky.social · 02/10/2026
A Saudi-UAE Thaw? @kristianulrichsen.bsky.social buff.ly/UAhfrHq
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A Saudi-UAE Thaw? - AGSI
The thaw between Saudi Arabia and the United Arab Emirates is likely designed to project a united front, particularly against the Houthis in Yemen.
000
AGSI @gulfstatesinst.bsky.social · 02/10/2026
The Gulf Arab states are scrambling to reduce their dependence on the Strait of Hormuz. The UAE is investing in a new bypass pipeline, Saudi Arabia may follow suit, and companies could even revive a long-defunct export pipeline from Iraq to Syria. @bencahill.bsky.social buff.ly/yo6I5Dm
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Gulf Oil Exporters to Build Storage in Asia - AGSI
Gulf national oil companies are looking to increase stockpiles in Asia to meet customer needs, address their energy security concerns, and enable a nimbler response to unexpected market disruptions.
000
AGSI @gulfstatesinst.bsky.social · 02/10/2026
In today's edition of the #IranMediaReview, @alfoneh.bsky.social explores Iranian media efforts to demonstrate regime continuity. buff.ly/88SP94m
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Signs of Life: Tehran Signals Continuity at Home and Abroad  - AGSI
The October 2 edition of the Iran Media Review explores Iranian media efforts to demonstrate regime continuity.
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AGSI @gulfstatesinst.bsky.social · 02/10/2026
Saudi Current Account Back in Deficit in the Second Quarter by Tim Callen #SaudiEconomicSpotlight buff.ly/E3xwi1V
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Saudi Current Account Back in Deficit in the Second Quarter - AGSI
The Saudi current account moved back into deficit in the second quarter of 2026, but the external sector position of the kingdom remains very strong.
000
AGSI @gulfstatesinst.bsky.social · 02/10/2026
Signs of Life: Tehran Signals Continuity at Home and Abroad #IranMediaReview @alfoneh.bsky.social buff.ly/88SP94m
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Signs of Life: Tehran Signals Continuity at Home and Abroad  - AGSI
The October 2 edition of the Iran Media Review explores Iranian media efforts to demonstrate regime continuity.
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AGSI @gulfstatesinst.bsky.social · 02/10/2026
Any Gulf frustration over China’s unwillingness to exert more pressure on Iran and Iran-aligned actors is unlikely to come at the expense of enabling continued commercial and economic engagement between the Gulf and China. – Robert Mogielnicki buff.ly/Vbj5z8q
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AGSI @gulfstatesinst.bsky.social · 01/10/2026
Deeper regional involvement for Chinese government and business actors over the near term is most likely to manifest largely in economic forms, reinforcing the broader arc of China’s preferred projection of regional influence. – Robert Mogielnicki buff.ly/Vbj5z8q
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AGSI @gulfstatesinst.bsky.social · 01/10/2026
While staging the World Cup in Paris could be seen as a setback due to the instability in the Gulf region, the transition demonstrates Gulf-backed events possess the cultural gravity needed to dominate the gaming ecosystem while not taking place on home turf. – Rebecca Anne Proctor buff.ly/VE9rjpL
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Gaming in the Gulf - AGSI
The Esports World Cup’s staging in Paris showcased Saudi Arabia’s global gaming ambitions, and the booming sector is also helping to narrow the regional gender gap in technology and entertainment.
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AGSI @gulfstatesinst.bsky.social · 01/10/2026
The Saudi Ministry of Finance now expects a larger-than-budgeted fiscal deficit in 2026 as expenditure increases to support the economy. – Tim Callen #SaudiEconomicSpotlight buff.ly/tDMT9AC
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Saudi Fiscal Deficit To Be Larger Than Budgeted in 2026 - AGSI
The Saudi Ministry of Finance now expects a larger-than-budgeted fiscal deficit in 2026 as expenditure increases to support the economy.
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AGSI @gulfstatesinst.bsky.social · 01/10/2026
Saudi Fiscal Deficit To Be Larger Than Budgeted in 2026 by Tim Callen #SaudiEconomicSpotlight buff.ly/tDMT9AC
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AGSI @gulfstatesinst.bsky.social · 01/10/2026
Between December 2025 and August 2026, Anthropic identified a cell based in northern Yemen, in territory held by the Iran-backed Houthis, running three parallel weapons-development programs through Claude. – Francesco Salesio Schiavi buff.ly/If16yoe
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AI Is Reshaping the Yemen Battlefield - AGSI
Artificial intelligence is entering the Yemen conflict through weapons engineering and U.S.-supported targeting operations, extending a regional transformation accelerated by the war with Iran.
001
AGSI @gulfstatesinst.bsky.social · 01/10/2026
Webinar 10/6: Is the U.S.-Iran Stalemate a “New Normal” or the Prelude to Another Explosion? with @alfoneh.bsky.social, Kristin Smith Diwan, Amb. William Roebuck and @ibishblog.bsky.social. Register now. buff.ly/YI3TFPX
buff.ly
Is the U.S.-Iran Stalemate a “New Normal” or the Prelude to Another Explosion? - AGSI
On October 6, AGSI will host a discussion on the U.S.-Iran stalemate and the prospects for a cease-fire.
000
AGSI @gulfstatesinst.bsky.social · 01/10/2026
Conditional military assistance would go to units whose command structures and spending can be verified, and financial enforcement would focus on the companies and intermediaries that fund unauthorized armed activity. @yerevansaeed.bsky.social buff.ly/HY3wIDX
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With U.S. Withdrawal, Can Iraq Exert Control Over the PMF? - AGSI
As U.S.-led coalition forces withdraw from Iraq, Baghdad is confronting the political bargains that allow armed factions to defy the state.
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AGSI @gulfstatesinst.bsky.social · 01/10/2026
Threats to maritime transportation in the Middle East will remain a concern, and new infrastructure could also be targeted by drone and missile attacks. Oil exporters and importers are exploring another solution: stockpiling more Middle Eastern oil in Asia. @bencahill.bsky.social buff.ly/yo6I5Dm
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Gulf Oil Exporters to Build Storage in Asia - AGSI
Gulf national oil companies are looking to increase stockpiles in Asia to meet customer needs, address their energy security concerns, and enable a nimbler response to unexpected market disruptions.
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AGSI @gulfstatesinst.bsky.social · 01/10/2026
CENTCOM Commander Vice Admiral Brad Cooper described the wider suite of AI-enabled systems used against Iran as allowing operators to sift through large quantities of data in seconds and make decisions faster than an adversary can respond. – Francesco Salesio Schiavi buff.ly/If16yoe
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AI Is Reshaping the Yemen Battlefield - AGSI
Artificial intelligence is entering the Yemen conflict through weapons engineering and U.S.-supported targeting operations, extending a regional transformation accelerated by the war with Iran.
000
AGSI @gulfstatesinst.bsky.social · 01/10/2026
The Gulf is becoming more networked without becoming more unified. Layered security allows states to adapt to persistent instability, but it does not eliminate the political divisions that continue to limit collective regional action. – John Calabrese buff.ly/HWx2V7R
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The Gulf’s Shift to Layered Security - AGSI
Gulf states are combining military modernization, diplomacy, diversified external partnerships, and domestic resilience into a new framework for regional security.
000
AGSI @gulfstatesinst.bsky.social · 01/10/2026
Any shifts in Chinese posture toward active involvement in the Red Sea or Iran war dynamics would mark a significant deviation from China’s economic and development-led approach, which has been able to proceed around and alongside regional conflicts for decades. – Robert Mogielnicki buff.ly/Vbj5z8q
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China’s Cautious but Steady Advance in the Gulf - AGSI
Beijing keeps treading carefully around conflict in the Middle East while seeking opportunities to deepen ties with key country partners through a longer-term regional engagement strategy.
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AGSI @gulfstatesinst.bsky.social · 01/10/2026
For women in the Gulf, esports and gaming are generally seen as accessible. Part of it is because the industry is new, so long-held ideas of who belongs and who doesn’t just aren’t there. – Rebecca Anne Proctor buff.ly/VE9rjpL
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Gaming in the Gulf - AGSI
The Esports World Cup’s staging in Paris showcased Saudi Arabia’s global gaming ambitions, and the booming sector is also helping to narrow the regional gender gap in technology and entertainment.
000
AGSI @gulfstatesinst.bsky.social · 01/10/2026
To encourage the Iraqi government to bring PMF groups more effectively under its control, Washington can apply diplomatic and financial pressure on Baghdad. @yerevansaeed.bsky.social buff.ly/HY3wIDX
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With U.S. Withdrawal, Can Iraq Exert Control Over the PMF? - AGSI
As U.S.-led coalition forces withdraw from Iraq, Baghdad is confronting the political bargains that allow armed factions to defy the state.
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AGSI @gulfstatesinst.bsky.social · 30/09/2026
Before the Iran war, the Pentagon integrated Claude into classified mission workflows through Palantir and AWS. Anthropic’s models could be used within secure environments to analyze complex information rather than through the public Claude interface. – Francesco Salesio Schiavi buff.ly/If16yoe
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AI Is Reshaping the Yemen Battlefield - AGSI
Artificial intelligence is entering the Yemen conflict through weapons engineering and U.S.-supported targeting operations, extending a regional transformation accelerated by the war with Iran.
000
AGSI @gulfstatesinst.bsky.social · 30/09/2026
The pressure on Zaidi reflects the tension between the institutions led by the prime minister and the Shia armed groups. This divided authority can endure without the state falling apart so long as a balance holds between the government and these factions. @yerevansaeed.bsky.social buff.ly/HY3wIDX
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With U.S. Withdrawal, Can Iraq Exert Control Over the PMF? - AGSI
As U.S.-led coalition forces withdraw from Iraq, Baghdad is confronting the political bargains that allow armed factions to defy the state.
000
AGSI @gulfstatesinst.bsky.social · 30/09/2026
While gaming is growing across the Gulf, it has for decades held a special place in Saudi culture due to its uniquely young population, historically limited public entertainment options, and a desert climate that naturally gravitated social activities indoors. – Rebecca Anne Proctor buff.ly/VE9rjpL
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Gaming in the Gulf - AGSI
The Esports World Cup’s staging in Paris showcased Saudi Arabia’s global gaming ambitions, and the booming sector is also helping to narrow the regional gender gap in technology and entertainment.
000
AGSI @gulfstatesinst.bsky.social · 30/09/2026
The Iran war did not produce a decisive strategic realignment, but it accelerated an existing shift in how risk is distributed and managed across the region. – John Calabrese buff.ly/HWx2V7R
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The Gulf’s Shift to Layered Security - AGSI
Gulf states are combining military modernization, diplomacy, diversified external partnerships, and domestic resilience into a new framework for regional security.
000
AGSI @gulfstatesinst.bsky.social · 30/09/2026
While crises in the Middle East have global ramifications, the region is not located on Beijing’s immediate doorstep and thus does not necessarily rise to a top foreign policy priority. – Robert Mogielnicki buff.ly/Vbj5z8q
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AGSI @gulfstatesinst.bsky.social · 30/09/2026
Gulf national oil companies are looking to increase stockpiles in Asia to meet customer needs, address their energy security concerns, and enable a nimbler response to unexpected market disruptions. – Ben Cahill buff.ly/yo6I5Dm
buff.ly
Gulf Oil Exporters to Build Storage in Asia - AGSI
Gulf national oil companies are looking to increase stockpiles in Asia to meet customer needs, address their energy security concerns, and enable a nimbler response to unexpected market disruptions.
000
AGSI @gulfstatesinst.bsky.social · 30/09/2026
Iraqi law has already notionally placed the PMF within the armed forces and under the control of the commander in chief. However, the PMF encompasses groups with different loyalties. @yerevansaeed.bsky.social buff.ly/HY3wIDX
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With U.S. Withdrawal, Can Iraq Exert Control Over the PMF? - AGSI
As U.S.-led coalition forces withdraw from Iraq, Baghdad is confronting the political bargains that allow armed factions to defy the state.
000
AGSI @gulfstatesinst.bsky.social · 30/09/2026
In today's edition of the #IranMediaReview, @alfoneh.bsky.social considers analysis on the underlying impasse between the United States and Iran – that neither side will surrender leverage without reciprocal concessions. buff.ly/ov9l7uR
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U.S.-Iran Impasse  - AGSI
The September 30 edition of the Iran Media Review considers analysis on the underlying impasse between the United States and Iran – that neither side will surrender leverage without reciprocal…
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AGSI @gulfstatesinst.bsky.social · 30/09/2026
In September, Anthropic revealed that a weapons engineering cell operating from Houthi-controlled northern Yemen had used its Claude artificial intelligence model to support three advanced weapons programs. – Francesco Salesio Schiavi buff.ly/If16yoe
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AI Is Reshaping the Yemen Battlefield - AGSI
Artificial intelligence is entering the Yemen conflict through weapons engineering and U.S.-supported targeting operations, extending a regional transformation accelerated by the war with Iran.
000
AGSI @gulfstatesinst.bsky.social · 30/09/2026
U.S.-Iran Impasse #IranMediaReview @alfoneh.bsky.social buff.ly/ov9l7uR
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U.S.-Iran Impasse  - AGSI
The September 30 edition of the Iran Media Review considers analysis on the underlying impasse between the United States and Iran – that neither side will surrender leverage without reciprocal…
000
AGSI @gulfstatesinst.bsky.social · 30/09/2026
The kingdom’s investment in esports is part of its effort to shift the narrative from its traditional dependency on oil production to its role as a leader in global tech and youth culture. – Rebecca Anne Proctor buff.ly/VE9rjpL
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AGSI @gulfstatesinst.bsky.social · 30/09/2026
Gulf Oil Exporters to Build Storage in Asia by Ben Cahill buff.ly/yo6I5Dm
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Gulf Oil Exporters to Build Storage in Asia - AGSI
Gulf national oil companies are looking to increase stockpiles in Asia to meet customer needs, address their energy security concerns, and enable a nimbler response to unexpected market disruptions.
000
AGSI @gulfstatesinst.bsky.social · 30/09/2026
The differing responses of Saudi Arabia, the UAE, Qatar, and Oman show how Gulf governments continue to calibrate their own diplomatic approaches based on national risk assessments and strategic priorities. – John Calabrese buff.ly/HWx2V7R
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The Gulf’s Shift to Layered Security - AGSI
Gulf states are combining military modernization, diplomacy, diversified external partnerships, and domestic resilience into a new framework for regional security.
000
AGSI @gulfstatesinst.bsky.social · 30/09/2026
China has signaled some willingness to become more engaged in the region’s security architecture. – Robert Mogielnicki buff.ly/Vbj5z8q
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China’s Cautious but Steady Advance in the Gulf - AGSI
Beijing keeps treading carefully around conflict in the Middle East while seeking opportunities to deepen ties with key country partners through a longer-term regional engagement strategy.
000
AGSI @gulfstatesinst.bsky.social · 29/09/2026
The Iran war has demonstrated that while U.S. power remains indispensable for preventing large-scale escalation, it is insufficient to insulate Gulf partners from the broader consequences of regional conflict. – John Calabrese buff.ly/HWx2V7R
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The Gulf’s Shift to Layered Security - AGSI
Gulf states are combining military modernization, diplomacy, diversified external partnerships, and domestic resilience into a new framework for regional security.
000
AGSI @gulfstatesinst.bsky.social · 29/09/2026
While Baghdad cannot exert full control over factions protected by political patrons, countering those militias has never been the stated purpose of the U.S.-led coalition, which has been focused on defeating ISIS and supporting Iraqi forces. @yerevansaeed.bsky.social buff.ly/HY3wIDX
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With U.S. Withdrawal, Can Iraq Exert Control Over the PMF? - AGSI
As U.S.-led coalition forces withdraw from Iraq, Baghdad is confronting the political bargains that allow armed factions to defy the state.
000
AGSI @gulfstatesinst.bsky.social · 29/09/2026
Beijing keeps treading carefully around conflict in the Middle East while seeking opportunities to deepen ties with key country partners through a longer-term regional engagement strategy. – Robert Mogielnicki buff.ly/Vbj5z8q
buff.ly
China’s Cautious but Steady Advance in the Gulf - AGSI
Beijing keeps treading carefully around conflict in the Middle East while seeking opportunities to deepen ties with key country partners through a longer-term regional engagement strategy.
000
AGSI @gulfstatesinst.bsky.social · 29/09/2026
MBS is also a gamer, with a passion for games such as Call of Duty and Dota 2. His interest has translated into policy under his ambitious Vision 2030 blueprint to diversify the economy away from oil through investment in entertainment, culture, and tourism. – Rebecca Anne Proctor buff.ly/VE9rjpL
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Gaming in the Gulf - AGSI
The Esports World Cup’s staging in Paris showcased Saudi Arabia’s global gaming ambitions, and the booming sector is also helping to narrow the regional gender gap in technology and entertainment.
000
AGSI @gulfstatesinst.bsky.social · 29/09/2026
China’s Cautious but Steady Advance in the Gulf by Robert Mogielnicki buff.ly/Vbj5z8q
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China’s Cautious but Steady Advance in the Gulf - AGSI
Beijing keeps treading carefully around conflict in the Middle East while seeking opportunities to deepen ties with key country partners through a longer-term regional engagement strategy.
000
AGSI @gulfstatesinst.bsky.social · 29/09/2026
Renewed Saudi retaliation could carry a higher price for Riyadh as Houthi attacks add to the pressure on the kingdom. Iraqi factions and the Houthis could threaten Saudi infrastructure from different directions, even without coordinating their operations. @yerevansaeed.bsky.social buff.ly/HY3wIDX
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With U.S. Withdrawal, Can Iraq Exert Control Over the PMF? - AGSI
As U.S.-led coalition forces withdraw from Iraq, Baghdad is confronting the political bargains that allow armed factions to defy the state.
000
AGSI @gulfstatesinst.bsky.social · 29/09/2026
Rather than relying on any single instrument, Gulf states are responding through a layered approach that combines four distinct but mutually reinforcing instruments: military modernization, diplomacy, diversified external partnerships, and domestic resilience. – John Calabrese buff.ly/HWx2V7R
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The Gulf’s Shift to Layered Security - AGSI
Gulf states are combining military modernization, diplomacy, diversified external partnerships, and domestic resilience into a new framework for regional security.
100