Washington says it doesn’t know who runs Iran. Tehran insists its leadership is united. MEI Senior Fellow Alex Vatanka joins hosts Alistair Taylor and Matthew Czekaj to sort out where the truth lies. They look at the small circle of political and military figures now steering the war effort in Tehran: who they are, how they make decisions, and how unified they really are. They also discuss the current state of US-Iran negotiations, the role of the upcoming midterm elections in the United States, and how the Islamic Republic is preparing for a potential renewal of conflict afterward.
Crude oil is flowing out of the Gulf again, but the market is no better prepared for another disruption in the Strait of Hormuz. It has assembled a temporary system for managing one. Crude exports from the Gulf, excluding Iran, returned to pre-war levels in September, while total Gulf shipments reached 15.5 million barrels a day, more than 80% of the pre-conflict volume.
Many of the immediate consequences of the Israeli-American war with Iran are already clear. The further emergence of drones and missiles as dominant weapons of war; the danger to the global economy from the threats to vital chokepoints such as the Strait of Hormuz and the Bab el-Mandeb; and the inadequacy of US weapons procurement, among other issues, have garnered widespread and entirely merited attention.
Washington says it doesn’t know who runs Iran. Tehran insists its leadership is united. MEI Senior Fellow Alex Vatanka joins hosts Alistair Taylor and Matthew Czekaj to sort out where the truth lies. They look at the small circle of political and military figures now steering the war effort in Tehran: who they are, how they make decisions, and how unified they really are. They also discuss the current state of US-Iran negotiations, the role of the upcoming midterm elections in the United States, and how the Islamic Republic is preparing for a potential renewal of conflict afterward.
Crude oil is flowing out of the Gulf again, but the market is no better prepared for another disruption in the Strait of Hormuz. It has assembled a temporary system for managing one. Crude exports from the Gulf, excluding Iran, returned to pre-war levels in September, while total Gulf shipments reached 15.5 million barrels a day, more than 80% of the pre-conflict volume.
Many of the immediate consequences of the Israeli-American war with Iran are already clear. The further emergence of drones and missiles as dominant weapons of war; the danger to the global economy from the threats to vital chokepoints such as the Strait of Hormuz and the Bab el-Mandeb; and the inadequacy of US weapons procurement, among other issues, have garnered widespread and entirely merited attention.
The Americans Are Gone. Will Iraq’s Militias Disarm?
On September 30, the US completed its military withdrawal from Iraq, ending a 12-year-long mission to combat ISIS that began in 2014. The date was also meant to be the deadline for disarming the largely Iranian-backed militias known as the Popular Mobilization Forces (PMF), but Prime Minister Ali al-Zaidi has now pushed that cutoff back to June 30, 2027. MEI Distinguished Diplomatic Fellow Amb. (ret.) Robert S. Ford joins hosts Alistair Taylor and Matthew Czekaj to discuss what the US military withdrawal means for Iraqi security and the nature of the bilateral relationship going forward. They also speak about what it will take for Baghdad to bring the PMF militias to heel, and how Iraq may navigate the post-Iran war era.
Jordan’s Economy Weathers Iran War’s Shocks and Finds New Opportunities
In the summer of 2003, King Abdullah II told Bloomberg Jordan sits “between Iraq and a hard place,” a play on words designed to describe the kingdom’s challenging environment to an American audience amid the US-led Iraq war to the east and the lingering Palestinian-Israeli conflict to the west. Jordan is grappling with a much “harder place” today.
Proponents of the war with Iran have taken recent increases in crude-oil flows through the Strait of Hormuz as proof that the US strategy is finally working. President Trump is so confident in this that he recently rejected a seven-day plan, set forward by Iran’s foreign ministry, to end the war and open the strait. The United States is “winning tremendously,” Trump boasted.
Special Episode: Saudi Oil After the East-West Pipeline Attack
Saudi Arabia’s East-West pipeline is back in operation after a drone attack from Iraq, blamed on Iran-backed militias, shut it down for nearly two weeks. The pipeline is the kingdom’s main way to export oil while the Strait of Hormuz is closed, so the shutdown dealt another blow to global energy markets. How vulnerable is this route, and what does that mean for the kingdom and the world economy? This episode of Middle East Focus features a recent MEI Virtual Briefing in which Director of Communications Zeina Al-Shaib is joined by MEI Senior Fellow Colby Connelly and MEI Affiliate Yesar Al-Maleki. They examine the new geopolitical risks facing the oil market, what further losses of global supply could mean for Saudi Arabia and the world economy, and which buffers outside the Persian Gulf could ease the pressure.
The Mecca Joint Défense Agreement: A New Geometry of Middle Eastern Power?
On August 7, 2026, Saudi Arabia, Turkey, and Pakistan signed the Mecca Joint Défense Agreement, a collective-defense pact widely compared to NATO’s Article 5. This essay argues that the comparison is misleading. Mecca borrows NATO’s language of solidarity without yet possessing NATO’s institutional machinery, and the Houthi offensive against Saudi Arabia in September 2026 provided an early and revealing test of what the agreement actually means in practice. Neither Pakistan nor Turkey automatically entered the fight on Saudi Arabia’s behalf, and Washington, despite an initial reluctance to strike directly, remained indispensable through intelligence support and a major proposed F-35 sale. Drawing on realist alliance theory — Hans Morgenthau, Kenneth Waltz, Stephen Walt, Glenn Snyder, and Steven David — and on the precedent of the Central Treaty Organization (CENTO), the essay contends that the Middle East is not dividing into rival blocs but moving from hierarchy toward a looser, overlapping geometry of hedged partnerships, in which American exclusivity is eroding considerably faster than American primacy.
The oldest peer-reviewed publication dedicated to the study of the modern Middle East, MEI’s flagship journal covers politics, society, and culture in the region.
