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The U.S.-British coalition’s military intervention in Yemen has become the most dangerous expansion of the Palestinian-Israeli conflict (PIC), taking a heavy toll on the security in the Middle East and creating a parallel hotbed of military standoff in the Red Sea. There is no consensus in the region’s countries on the root cause of the current escalation, with some governments blaming the terrorist sortie of the Qassam Brigades militants from Hamas’ Al-Aqsa Flood (known as Toofan in Arabic) on October 7, 2023, while others—the abnormal situation of the decades-long occupation and blockade of Palestine by Israel, mentioned by UN Secretary General A. Guterres in October 2023. Yet they are all united in extremely negative assessments of the humanitarian consequences of the Iron Swords operation by the Israeli army in the Gaza Strip. The final document of the LAS and OIC summit in Riyadh on November 11, 2023, attended by 57 heads of state, had the most pacifist tone possible, but it clearly condemned Israel’s war crimes campaign and demanded “an immediate ceasefire along with the opening of humanitarian corridors.” While rejecting the adoption of collective non-military measures of pressure on Israel proposed by the so-called Axis of Resistance and a number of other states, a caveat was made that they could be applied individually: “The resolution calls on the members of the OIC and LAS to use diplomatic, political and legal forms of pressure as well as deterrent measures to stop the colonial occupation administration’s crimes against humanity.” Russian scholars V.V. Naumkin and V.A. Kuznetsov attribute the strategy of the Israeli government and the militarist policies of the U.S. and UK as the main reason for aggravation of the PIC: “Rejecting the draft settlement by founding an independent Palestinian state (within the borders as of June 4, 1967 with the capital in Eastern Jerusalem), prescribed by resolutions of the UNSC, which would exist side by side with Israel, Benjamin Netanyahu’s government is driving the problem into a dead end. And pumping American and British weapons into Israel only prolongs the bloodshed. Continued attempts to resolve the Gaza conflict by force are disastrous for the future co-existence of the two peoples.” Discussions at the UN showed that this conclusion is shared by most countries in the region, i.e. the fuse for spontaneous outbursts of resistance to the existing order remains unextinguished. Yemen is one such hotbed. Deep political divisions, an unfinished nine-year war with the Arab Coalition (AC) and a massive humanitarian disaster affecting 80 per cent of the population did not prevent the country’s inhabitants from voicing their attitude to the Gaza tragedy. Political activism and anti-Israeli sentiments rose everywhere. The epicenter was 14 of the country’s 22 most populous provinces, controlled by the authorities of Sana’a, where an alliance between the Houthi movement Ansarullah and the core of the country’s former ruling party, the General People’s Congress (GPC), formed a coalition regime in 2016 that recognized Yemen’s current constitution. These provinces are home to more than two-thirds of the country’s population (about 23 million people) as well as the largest cities, such as Sana’a, Ibb and the main Red Sea port of Hodeidah. The internationally unrecognized regime in Sana’a, targeted in March 2015 by a massive AC military operation at the request of the legitimate Yemeni authorities to neutralize it, has suddenly become one of the main centers of the region’s current political dynamics. The Ansarullah leadership’s public support of the Palestinian resistance has become a powerful springboard for strengthening of its status and authority both within Yemen and at the regional level, consolidating the ideological foundations of the Houthi movement as a new national symbol and political platform for the country. Castigating the U.S. and the UK for aiding Israel with its war in Gaza as “complicit in crimes against humanity,” the movement’s leader sayyid Abdul Malik al-Houthi placed an explicit emphasis on the importance of involving the peoples and governments of all Arab and Islamic states in the Palestinian struggle, while underscoring the vanguard role of Yemen. The Ansarullah leader condemned the Arab states that continued to pursue the course of normalizing their relations with Israel, calling on them to abide by the moral principles of Islam, which do not allow tolerance for the “usurper who clearly violates the rights of the Palestinian people.” He described Hamas’ Toofan operation as “a game-changer due to inflicting tangible losses on the Zionist enemy,” and Yemenis’ support for it as their “religious and moral duty.” Sana’a announced joining the Palestinian war on Israel and its readiness to send “hundreds of thousands of soldiers” at the right moment. The authorities organized the collection and transfer of money to Gazans, and they switched to active military support of the Palestinians in mid-October 2023 by launching missiles and drones towards the Israeli port of Eilat in an attempt to divert Israeli forces and hamper the port’s operations. On November 19, 2023, they arrested the ship Galaxy Leader, owned by an Israeli businessman, enforcing a ban they had imposed in mid-November on the navigation of Israeli ships and cargo through Yemeni territorial waters. Russian Permanent Representative to the UN Vladimir Nebenzya said in early January 2024: “It is impossible to deny what is happening in the Red Sea is a direct projection of the violence in Gaza, where Israel’s bloody operation has been going on for three months,” while the U.S. “has turned the UN Security Council into a hostage by vetoing resolutions on an immediate ceasefire.” Since October 2023, the leader of Ansarullah has personally called on the people to participate in regular mass solidarity actions almost weekly, as part of a campaign he called “The Battle of Allah’s Promised Victory” and the Holy Jihad. To coordinate the mass demonstrations, which often involved more than 2 million people, and to provide ideological guidance, the authorities in Sana’a established the “Support for Al-Aqsa” committee, which turned those protests into weekly grand-scale political actions. The slogans of these marches, especially after the launch of Military Operation ‘Prosperity Guardian’ against Yemen on January 12, 2024, took on an increasingly militant tone: “You are not alone... we stand together with Gaza!”, “From the faithful people of Yemen—help, help Toofan,” “the Flood of al-Aqsa has already come—it will defeat the insolent countries,” “Al-Aqsa Flood, come and wash away the barriers and walls!” The Houthi ideology is based on the concept of the “Quranic path” proclaimed by the founder of this movement, sayyid Hussein B. al-Husi (1959-2004). The key tenet is that the consciousness of each Muslim believer and the Islamic community as a whole needs to be reformed and entrenched upon the rails of spirituality and morality as dictated by the holy book, which will make “ummah”, the entire Muslim community, exemplary and advanced. This progress towards the ideal should be led by a spiritual leader, personifying the selfless service to the faith and having genetic affiliation to the descendants of the Prophet’s house—the sada (hence the singular—sayyid). Among his main functions, as the doctrine has it, is to take care of the community’s readiness to defend the moral values of Islam against its worst enemies. Sayyid Hussein listed their names in his cliché (Arabic: sarkha), which he first uttered in a lecture to a youth audience in January 2002: “Allah is great! Death to America! Death to Israel! Curse to the Jews! Victory to Islam!” This clarion call has become a distinctive marker of the Houthi and the Ansarullah movement, and posters with this text have been a permanent feature of meetings, marches, and wall decorations in public institutions and schools since 2016. After the Prosperity Guardian coalition’s bombings commenced, a new term of the “evil trinity” (ash-shir al-thulathi)—Israel, the U.S. and the UK—appeared in the Houthi narrative. In the expert community, the autonomy and authenticity of the Houthi ideology and socio-political movement with deep Yemeni roots are generally not in doubt. The Houthi were not and are not “agents” or “proxies” of Iran, despite their growing cooperation in recent years. In the Houthi movement, as was correctly noted by the well-known orientalist B. Haykel, the influence of not only Shiite but also Sunni currents of modern political Islam, as well as secular ideologies, including “nationalism and anti-colonialism” [1], is quite conspicuous. The Houthi movement also purports to protect Yemen’s sovereignty, rebuild its economy on the basis of its own resources and modern technology, improve its education system and restore its historical glory as the heart of the entire Islamic world and one of the main hubs of Islamic civilization. Helen Lackner, the British researcher of Yemen, said: “The charge of acting as Tehran’s proxy serves as an insult to an organization that has its own motivations and ideological position.” After 2016, Ansarullah shares equal seats with the General People’s Congress (GPC) on the Supreme Political Council (SPC) representing in a binary coalition government the central executive authorities in a full-fledged state-type republican system that encompasses provincial and local levels. The regime is based on the old bureaucracy created by President Abdallah A. Saleh, remaining loyal to the coalition authorities in Sana’a after Saleh’s death in December 2017 and retaining the same structure and core, with Ansarullah members added as managers and employees. The SPC is spearheaded by one of the movement’s leaders, Mahdi Mashat, while the government of national salvation is headed by GPC member Abdul Aziz bin Habtoor, a former rector of the University of Aden. The shibboleths of external propaganda characterizing the Houthi as “militias,” “jamaat,” “rebels,” “insurgents,” or “tribes” do not correspond to the socio-political nature of the movement, nor do they agree with the contemporary Yemeni realities. Beside the executive branch, the Houthi are represented in parliament, the judiciary and all security agencies, including the army and intelligence. Together with the GPC, they define the regime’s foreign policy as well as cooperation with the countries of the so-called Axis of Resistance that includes Iran, Iraq, Syria and Lebanon. This comes precisely as a result of the Decisive Storm, a foreign military operation launched nine years ago. According to formal criteria, the Ansarullah organization since 2015, in the situation of a protracted crisis related to the division of the Yemeni nation and the foreign AC intervention, having retained the signs of a socio-political movement, functionally made a leap into the category of transitional actors moving from quasi-state to the state type body. It should also be noted that under the extreme conditions of war and blockade, the coalition regime in Sana’a achieved consolidation, which was not the case (for objective reasons) in the camp of the internationally recognized Government of Yemen (GoY or IRG), which received major military and financial support from the Arab Coalition. Organizationally, since the very beginning, the IRG has been in a state of chronic systemic disintegration that sparked direct armed clashes between its factions. Mass popular demonstrations in support of Palestine in the IRG-controlled part of the country, which covers about 75% of its territory, were sporadic and less crowded. Rashad Mohammed Al-Alimi, Chairman of the Presidential Leadership Council (PLC), attended the November summit in Riyadh, where he expressed his condemnation of Israel’s military operation in Gaza and Yemenis’ solidarity with the Palestinian people. However, he distanced himself from the hostile stance to IRG policy of the unrecognized regime in Sana’a, especially on the military blockade of Israeli shipping and navigation. “The terrorist attacks by the Houthi in the Red Sea are harming the freedom of global trade and the peoples of the region, doubling above all the suffering of the Yemeni people, whose survival is 90% dependent on imports,” he said. Opinions were divided among the leaders of other factions within the IRG, but most of them supported the establishment of the American-British Coalition (ABC) and the listing of the Houthi as global terrorists by the U.S. on January 17, 2024, which signaled a possible setback of the Yemeni conflict. The most likely scenario for the conflict, which promises to be protracted and extremely unsavory to the ABC, is for the Anglo-Saxon partnership to exploit the complex military and political environment for a further instrumentalization of existing rivalries. The above analysis of the Sana’a policy shows that the ABC command could not expect Sana’a to lift the maritime sanctions against Israel through military blackmail, as this would mean a backdown on the entire ideology of the regime, defined by the mentioned Houthi concept of the “Quranic path.” The lifting of the ban on Israeli shipping was promised by the Sana’a authorities only after the Israeli ceasefire in Gaza and the opening of humanitarian corridors, which was officially voiced at all levels even before the launch of the ABC military operation in Yemen. Official spokesman of Ansarullah, Muhammad Abdulsalam, warned the ABC command about this intention immediately after U.S. Secretary of Defense Lloyd Austin announced the ABC establishment in December 2023: “the ABC mission is to provide a cover for Israel and to proceed with illegal militarization of the Red Sea that will not stop Yemen which will continue to provide legitimate support to the people of Gaza.” U.S. claims that Operation Prosperity Guardian is designed to “undermine and degrade the ability of the Houthi to endanger seamen and threaten global trade on one of the world’s most important waterways” are questionable as well, as the AC’s attempt to accomplish a similar task militarily for nine years is known to have been unsuccessful, ending with a transition to a de-escalation phase in April 2022. Since March 2015, U.S. and UK officers have been represented on the AC command staff, contributing to the Decisive Storm operation by using the same methods, the same weapons and the same intelligence sources as the ABC currently relies on. One of the major military outcomes of the AC’s “old” campaign was the emergence of a localized industrial base at the Sana’a disposal to build and maintain the kind of modern-day arsenal that made the transition to a political settlement of the crisis the most expedient choice for all sides. Finally, the proposition of the ABC command that the operation in the Red Sea was designed to protect the safety of commercial shipping through the Bab el-Mandeb Strait, which accounts for about 14% of the world’s commercial cargo turnover, also proved to be completely untenable in the first month and a half. Already at the stage of the Anglo-Saxon coalition formation, Russia’s permanent representative to the UN, Vasily Nebenzya, suggested: “They have assembled a so-called ‘international coalition’ (which quite characteristically consists mainly of American ships), which is supposed to ‘ensure security’, although in reality the legitimacy of its actions raises the most serious questions in terms of international law. We should not have any illusions about the true goals of the authors of the resolution. This is not about ensuring the safety of navigation in the Red Sea at all, but an attempt to legitimize (post factum) the actions of the aforementioned ‘coalition’ and have Security Council’s endorsement for an unlimited time.” Operation Prosperity Guardian per se was the main cause behind the escalation of tensions and a threat to the navigation of all other carriers. It is no coincidence that neither the littoral states of this subregion nor the leading foreign states that use this route have yielded to the pressure or expressed any willingness to join the coalition. Egypt, 10% of whose budget depends on Forex earnings from Suez, saw the ABC action as “a dangerous acceleration of events in the southern Red Sea and Yemen ... with potential risks of a wider conflict in the region due to Israel’s ongoing attacks in the Gaza Strip.” His Excellency Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani, Qatar’s Foreign Minister and Prime Minister, said even before the ABC attacks in Yemen, the “from Qatar’s political perspectives, no military action leads to a resolution. We are closely watching developments in the Red Sea, but our greatest fear is the consequences of being drawn into an endless loop of region-wide tensions. We hope for an early end to what is happening to the civilian ships via diplomatic means. That will be the best way possible.” Essentially, all countries in the subregion agreed that the best way out of the military conflict in the Red Sea would be to fulfill the Sana’a demands to the Israeli authorities, i.e. putting an end to a devastating war in Gaza. Of all the countries in this subregion, only Bahrain, home to U.S. and British naval bases, joined the ABC. Objective data on the ship traffic through the Suez Canal shows that the drop was only about 2% in the first thirty days after the seizure of the Israeli ship by the Yemeni military. A deeper dive began only after the U.S. announcement of the ABC on December 18, 2023, reaching a record 50% by the end of February 2024, after the strikes on Yemen commenced, when the Sana’a authorities added to their sanctions list the U.S. and UK military and their merchant ships, which became the main targets of their attacks starting in mid-January 2024. A summary of the first month of Operation Prosperity Guardian was over 400 air and missile strikes by ABC forces on Yemeni territory and more than 25 retaliatory attacks by the Sana’a authorities against ABC and Israeli naval targets with the sinking of the British merchant ship Rubymar carrying ammonia fertilizers in February 2024. Nor has it been possible to stop the Houthi from launching missiles toward Israel. Besides the military risks to shipping, the ABC operation also threatened the ecology of the Red Sea waters, which is an important traditional source of income for fishermen in the coastal states. The true strategy of the ABC in Yemen can only be judged by the further course and results of the campaign, which promises to have far-reaching consequences for the entire region. Its most likely development will be an attempt to torpedo de-escalation, which has defined the downward dynamic of the “old” military crisis in Yemen involving the AC since April 2022. There are several reasons for this conclusion. First, the decisive move by KSA and Sana’a to remove the regional component of the Yemeni crisis has been highly successful in bringing it out of the stalemate it hit after the failure of the Kuwait round of UN-sponsored talks in 2016. The de-escalation process was accompanied by exchange visits of official delegations from Riyadh and Sana’a in April and September 2023 and their preparation of a compromise settlement formula that would satisfy both sides. The Houthi surrender as the only scenario for ending the war became a thing of the past, and the consolidation of the Ansarullah political alliance with the GPC core within the ruling regime in Sana’a finally appeared to get a sort of recognition. This shift removed the main motive for the AC to continue the war and meant a reorientation of the regional leader, Saudi Arabia, to deep readjustment of the entire system of subregional relations and to zero out its involvement in external military conflicts. To finalize the process, all that remained was to sign a ready-made roadmap and start preparing a national dialogue in the Yemeni format with the participation of Ansarullah under the auspices of the UN. Second, de-escalation was largely achieved due to the normalization of KSA-Iran diplomatic relations in March 2023, mediated by China. For the U.S. and the UK, this change meant, among other things, undermining their fundamental long-term geopolitical construct, which had been used for decades to structure the system and dynamics of regional relations across the Middle East. It was based on the exploitation of Sunni-Shiite and Iranian-Saudi contradictions, into which anti-American and anti-Israeli manifestations were also implanted as a sign of “Shiite” (aka “Iranian”) influence in the countries of this region. The conflict in Yemen has long ago proved its complete unsuitability for analyzing the Yemeni realities. The sociocultural ground in this country has ruled out the transformation of Yemeni contradictions into sectarian ones, as the relations between both dominant autochthonous religious communities of Yemen—Shafi’i (Sunni) and Zaydi (Shia)—have remained traditionally tolerant and friendly. The religious framing employed has been much more influential in sharpening their dichotomies with the proselytizing radical version of the Salafi ideology of the Yemeni Muslim Brotherhood* operating within the Islah Party. The attribution of the “Iranian agent” label to the Houthi has generally remained very superficial to Yemeni political discourse proper and has not become a fully effective tool for manipulating this rivalry. Third, the very fact that Riyadh entered direct negotiations with Sana’a, mediated by Oman, signaled the increasing role of sovereignty in the system of subregional politics and the process of its transition to a more friendly architecture of relations, less dependent on the military presence of extra-regional superpowers in the Gulf and the Red Sea. Back in the summer of 2019, the UAE unilaterally announced the end of its military involvement in the AC operation in Yemen. The KSA’s new strategy toward Yemen has been heading in the same direction. Various attempts by the U.S. special ambassador to Yemen, T. Linderking, to slow down and derail this process were not quite successful. The U.S. emissary either inspired the KSA with mistrust of Iran’s intentions after the restoration of KSA-Iran diplomatic relations, or warned the Arabian countries that the U.S. would not leave Yemen out of its control anyway, saying, in particular, that the final stage of “an inclusive Yemeni-Yemeni political process [should] take place under U.S. auspices” instead of the UN format recognized by all parties. The UN mission in Yemen, which played an important and very positive role in the success of the “Oman track,” may also have been a source of discontent for the Anglo-Saxon partnership. A roadmap to end the KSA's military involvement in Yemen within three years was prepared by late 2023, which Hans Grundberg, the current head of the mission, publicly announced on December 23. This marked a de facto major step toward the final international legitimization of Ansarullah as a full-fledged participant in the political process. The struggle to keep the roadmap for a Yemeni settlement afloat, albeit in a postponed mode due to the ABC military intervention, is of fundamental importance for the future status and security systems of Arabia and the Red Sea. This is evidenced, in particular, by the KSA’s choice to consolidate the agreements reached with Sana’a after the Western coalition began bombing Yemen. At a meeting with T. Linderking in February 2024, KSA Defense Minister Prince Khalid bin Salman reaffirmed the Kingdom’s commitment to “provide assistance to Yemen in facilitating a dialogue between the parties to reach a political solution under the auspices of the UN.” In addition to the KSA’s own experience of waging war in Yemen, there is a solid scientific basis for this choice: following a comprehensive analysis of the genesis and state of the Ansarullah organization, the authors of The Houthi Movement in Yemen, a fundamental monograph recently published by the KSA, conclude that “regardless of the final result, it seems that the Houthis will remain a key player in Yemen’s cultural, social, economic and political scenes for the foreseeable future [2].” Over the years of war, the leading Yemeni centers of political influence (CPIs) within the IRG and both active participants in the AC—the KSA and the UAE—brought about an amalgam of interests, which, in the context of a military intervention by the powerful ABC, risk being manipulated by the neocolonial project of the Anglo-Saxon partnership. By playing up intra-Yemeni contradictions and staging the pulling of certain Yemeni CPIs to their side, the two leading players of the ABC may try to turn them into an instrument of their policy both in the crisis zone and in the entire subregion. Unfortunately, they have serious and objective prerequisites for this attempt at sowing discord. The success of the “Omani track” within the Riyadh-Sana’a bilateral format in achieving sustainable de-escalation in the conflict zone was achieved almost without the participation of all the other CPIs in the IRG. This narrower format created a ground for their dissatisfaction and natural concerns about the current situation. The Emirati actors on the IRG’s Emirati flank, represented by General Aidarus al-Zubaidi’s Southern Transitional Council (STC) and General Tareq M. Saleh’s Political Council of the National Resistance Forces, were particularly wary, directly criticizing certain provisions of the roadmap that, in their view, provided excessive economic advantages to the hostile authorities in Sana’a—for example, their right to a share of the proceeds from the export of Yemeni oil to pay off debts on the salaries of civil servants. The ABC’s operation against Sana’a provoked something of a revenge attempt on the part of these CPIs within the IRG. President Rashad al-Alimi and the leaders of the Emirati flank of the PLC were quick to express their willingness to cooperate with the ABC, although each of the three CPIs had very different perspectives and goals in mind, both for themselves and for the future of the country. All the old political science constructs introduced to launch and accompany AC’s military campaign began to rapidly return to the Yemeni narrative: the diminutive labeling of the Sana’a authorities as “Houthi,” “militia,” or “rebels”; the reanimation of the Iranian expansion bugaboo through the Ansarullah movement, ostensibly willing to bring the Red Sea under Iran’s heel, etc. At the same time, the political reasons for the rivalry between the CPIs of the Saudi and Emirati flanks in the IRG camp have not disappeared. The probable supply of arms by the ABC to one of the flanks in the AC camp, or even to one of the CPIs on either flank, will inevitably lead to imbalances in the fragile configuration of forces, not only along the IRG-Sana’a Alliance (SA) axis, but also within the IRG camp. The risk of these CPIs clashing with each other is sometimes not lower, and in some scenarios even higher, than with the SA. Suffice it to mention the fact that the official policy of the leading faction on the Emirati flank, the Southern Transitional Council or STC, to withdraw the South within the 1990 borders of the People’s Democratic Republic of Yemen (PDRY), enshrined in the National Charter of Honor of the South that adopted in May 2023, is emphatically denied by most of the other Yemeni CPIs within the same IRG, as well as by both SA members. The ABC’s military involvement in the internal Yemeni tangle is difficult to coordinate and predict. It carries the risk of completely transforming the situation and ricocheting into the camp of the IRG itself as well as the AC partners backing it. This is exactly the scenario that the Qatari leader warned about, speaking of the endless loop of conflicts into which Arabia is being drawn by the aggression in Yemen recently unleashed by the ABC. *** In conclusion, we should emphasize the importance of historical and socio-cultural factors, underpinning the notion of identities that play a primary role in conflicts both in Yemen and in the region in a broader sense. Especially because these are particularly visible and instrumental in the current escalatory ladder. Amar Bendjama, Algeria’s representative to the UN, described what is happening in the Red Sea as a direct projection of the violence in Gaza, reminding that “the primary responsibility for maritime security rests with coastal States — best positioned to ensure the safety of crucial waterways — and underscor[ing] that any collective effort lacking the active involvement of such States is likely to fall short of achieving the desired results.” He also noted that “the Red Sea is more than just a trade route — it is steeped in civilizations and communities with legitimate aspirations and hopes.” * This organization is declared terrorist and banned in Russia. 1. The Houthi Movement in Yemen Ideology, Ambition and Security in the Arab Gulf / Ed. Abdullah Hamidaddin, I.B. TAURIS, King Feisal Center for Research and Islamic Studies Series, KFCRIS, 2022. P. 21. 2. Ibid. P. 3.

Somalia and Turkey recently announced that they would expand the terms of a defence agreement first signed on 8 February 2024 to include the maritime sector. This came as tensions rose between Somalia and landlocked Ethiopia. Ethiopia is seeking access to the Red Sea through Somaliland, a breakaway state of Somalia. Federico Donelli, an international relations professor whose research covers Red Sea security and politics, puts this defence agreement into context. What’s the scope of the relationship between Turkey and Somalia? Turkey’s entry into Somalia in 2011 started out as a humanitarian partnership but soon turned into a strategic one. Its support since has been economic and infrastructural and has increasingly included the military. The Turkish government saw Somalia’s failed statehood and the lack of other major international stakeholders as an opportunity to increase its popularity across Africa. Turkey aimed to: - gain international visibility - test its ability to intervene in conflict and post-conflict scenarios - increase market diversification into east Africa - cultivate its image as a benevolent Muslim middle power by promoting Islamic solidarity. Several Turkish faith-based associations and NGOs already active in Africa became directly involved in development and relief projects. Major national brands, such as Turkish Airlines, promoted campaigns to raise funds for Somalia. Within a few years, Turkey’s involvement in Somalia was portrayed by the government and perceived by the Turkish public as a domestic issue. Turkey’s early efforts to bring Somalia back to the table of the international community were successful. With the reopening of Mogadishu’s port and airport in 2014, both managed by Turkish companies, the economic situation in Somalia improved compared to the previous decade. Turkish political elites began to present their involvement in Somalia as a success story. This is despite some remaining critical problems, including failing to root out the terrorist organisation Al-Shabaab. Turkey took responsibility for training the Somali National Army in partnership with other stakeholders, including the European Union and the United States. It opened a military base in Mogadishu in 2017. The base trains one of the army’s elite units, the Gorgor Brigades, and serves as a Turkish military outpost in the region. Al-Shabaab’s persistence has convinced Turkey that it needs to provide more active military support for Somalia’s development. Ankara also wants to protect its economic and political investments in Somalia. Finally, behind the Turkish deal with Somalia is the politics around the North Atlantic Treaty Organization (Nato). Over the past 12 months, Turkey has moved closer to the United States. It’s positioned itself as an effective ally in Africa to counteract the negative effects of France’s withdrawal – such as the increasing influence of Russia. Turkey’s commitment to Somalia follows its efforts in Libya. In both cases, Turkey has proven willing to take on the security burden that other Nato members, particularly Italy, have refused to meet. Turkey’s engagement in Somalia is, therefore, part of a broader foreign policy strategy to gain more autonomy in global politics. Increased relevance within Nato would help achieve this. What’s the context of the maritime defence pact between Turkey and Somalia? Turkey and Somalia began working on an agreement between November 2023 and January 2024. Turkey agreed to train and equip Somalia’s naval force and help patrol the country’s 3,333km coastline. Turkey’s defence sector has had increasing influence in Ankara’s foreign policy decisions. Turkey sees itself as an exporter of defence industry products, and as a partner in training special forces and police. African countries are among the main targets for the Turkish defence sector. Somalia, therefore, provides an opportunity to spread more Turkish production and items. In 2022, Turkey became, along with the United States, the main backer of a new offensive against Al-Shabaab. It provided logistical support to the Gorgor forces and air cover to the national army. This cooperation has led to the 10-year defence agreement, including maritime security, signed in February 2024. Turkey and Somalia have been working on the accord for some time, but recent regional events have undoubtedly affected the announcement’s timing. An Ethiopia-Somaliland memorandum of understanding in January 2024 is one such event. Turkey has good relations with Somaliland, but considers the territorial integrity of Somalia to be essential for its stability. At the same time, the Horn of Africa’s political dynamics are shifting. Mounting tensions between Ethiopia and Somalia have led to new coalitions involving regional and extra-regional players. It’s important not to oversimplify, but two factions are emerging. On one side are Ethiopia, Somaliland and the United Arab Emirates (UAE). On the other are Somalia, Egypt, Eritrea and Saudi Arabia. At first, Turkey sought to mediate between the factions to defuse tensions. But its agreement with Somalia reduces Turkey’s room for manoeuvre. Although the relationship with Ethiopian prime minister Abiy Ahmed appears to be unaffected, there could be negative repercussions, especially for the many Turkish economic interests in Ethiopia. What is the UAE factor? When it comes to the Horn of Africa, the UAE plays a pivotal role. Turkey and Somalia each have a relationship with the Emirates. From 2014 to 2020, Turkey engaged in bitter rivalry with the Emirates in the wider Red Sea area. This was driven by the two countries’ different visions for the region’s future. Relations improved from 2020. During the 2020-2022 war in Tigray, both Turkey and the UAE supported the Ethiopian government. But recent developments in the Horn of Africa, such as the UAE-backed Ethiopia-Somaliland deal, threaten to create new friction between Turkey and the Emirates. Turkey doesn’t have the political will or material capacity to sustain this. In the past three years, the UAE has supported the Turkish economy with direct investment, changing the balance of the relationship. The situation is similar for Somalia. From a commercial and security perspective, the Emirates is important in Somalia. The UAE manages two key Somali ports – Berbera and Bosaso. It’s also moving to take over Kismayo. And the Emirates has been one of Somali president Hassan Sheikh Mohamud’s principal backers. It would be risky for the Somali president to break ties with Abu Dhabi. What happens next? There is still much uncertainty about how the Ethiopia-Somaliland memorandum of understanding and the Turkey-Somalia defence cooperation agreements will be put into practice. What’s clear is that both the UAE and Turkey are becoming more active and influential in the region. And that African dynamics within and between states are closely intertwined with regional and global trends.

Less than two years after Russia’s invasion of Ukraine, the Gaza War has re-ignited the Israel–Palestine conflict and disrupted regional politics. Developments in Syria and Yemen are in flux, Egypt finds a new role as mediator, and new spaces are opening up for international actors like China. We present a list of ten things to watch in the region as we move into 2024. Local conflicts: Authoritarian resilience will likely manifest itself in a series of sham elections. The Yemen War might linger on amid negotiations, while Israel has no plan on how to run Gaza after an end to hostilities. Regional developments: The Arab League has brought Syria back in from the cold. Israel’s normalisation of relations with Arab countries is on hold for the foreseeable future. Egypt is regaining some of its former regional lustre by acting as a mediator, whether in Gaza or in Sudan. International dynamics: Western democratic countries struggle to maintain influence compared to China and even Russia. A Trump victory in the US elections would change American foreign policy, make solving the Iranian nuclear file impossible, and could lead to adverse reactions from what is now a nuclear-threshold state. Israel would be given free rein in the Occupied Territories; the Gulf states would be forced to choose sides. Economic issues: The region remains an energy powerhouse difficult to ignore. OPEC+ arrangements will hold, and Gulf sovereign wealth funds might reconsider their asset allocation if G7 countries decided to seize – not just freeze – Russian foreign assets. Policy Implications Europe needs to confront China and Russia in the region, prepare for a possible Trump victory, and rein in the Israeli far right. Energy transitions may offer opportunities for regional collaboration. Sanctions against Russia and Iran need to be clearly communicated to other oil exporters unless they are spooked by financial weaponisation and refrain from investment in European capital markets. Who Will Run Gaza? Egypt administered the Gaza Strip between 1948 and 1967, but never thought about claiming it as its own territory. The Gaza Strip has remained a hot potato ever since. In contrast to the West Bank, where Israel expands illegal settlements and has annexation plans, it has no such ambition in Gaza. In 2005 Israeli forces even withdrew, only controlling external access points. Who will run Gaza after the arms fall silent? Israel does not seem to have a concrete plan, except for “destroying Hamas” – which has run the Gaza Strip for nearly two decades – and disconcerting mind games about ethnic cleansing by pushing large population segments out of Gaza. Whatever is meant by “destroying Hamas,” it is a task whose fulfilment is unlikely; one cannot militarily destroy an ideology with deep roots in an insurgent movement and the broader population. The Israeli government has also ruled out that the ailing and corrupt Palestinian Authority could ride back into Gaza with the help of Israeli bayonets, a plan that the US administration has peddled. (Leaving aside the question whether the PA would either want or could even do that given its extreme weakness; its leader, Mahmoud Abbas, is 88 years old). Israel does not want to rule Gaza, but will have to if no other solution is found. It is still considered the occupying force by the UN and wants to have the freedom to intervene in the future to thwart any emerging security threat like the Hamas terror attack of 7 October. The UN or Arab countries such as Egypt, the UAE, and Saudi Arabia are unlikely to step in. They would only potentially assist in the administration of Gaza if Israel was ready to provide a credible political solution to the Palestinian question, but the populist Benjamin Netanyahu government with its right-wing extremists such as Bezalel Smotrich and Itamar Ben-Gvir is unlikely to even contemplate such an idea. Running Gaza will be a daunting task. There is an escalating humanitarian crisis, and up to three-quarters of all houses are damaged or destroyed. Donors such as the Gulf countries and the EU will not be enthusiastic to provide reconstruction funds yet again if renewed hostilities and destruction are a distinct possibility. Will the War in Yemen End? In September 2023, direct negotiations in Riyadh between senior representatives of Iran-aligned Ansar Allah (also known as the Houthis) and high-ranking Saudi officials, including the Saudi minister of defence, raised hopes about a pending end to the protracted war in Yemen, which has caused one of the world’s largest humanitarian crises and an estimated 377,000 deaths since its onset in 2015. On the verge of Christmas, then, UN Special Envoy to Yemen Hans Grundberg announced that Ansar Allah and the Saudi-backed internationally recognised government had committed “to a set of measures to implement a nationwide ceasefire,” proclaiming that he “will now engage with the parties to establish a roadmap under UN auspices [towards lasting peace]” (OSESGY 2023). While these are significant developments that bear the potential to end the stalemate in one of the deadliest regional conflicts, one should exercise caution when assessing the prospects for peace in Yemen any time soon. Bent on terminating its direct involvement in the war, Riyadh failed to exact meaningful concessions from Ansar Allah. Instead, it demanded major ones from its Yemeni allies in the Presidential Council – who, given their dependence on Saudi Arabia, grudgingly acquiesced. With the Council representing a mixed bag of rival groups, however, upcoming negotiations will be challenging. Even if its members come to terms with Ansar Allah under Saudi pressure, the odds are high that intra-Yemeni fighting will be resumed thereafter – even if on a more modest scale. Another obstacle to peace is Ansar Allah’s growing involvement in the Gaza War. Since mid-October 2023, the group has been launching missiles towards southern Israel. In mid-November, it also began to attack shipping lanes in the Red Sea. These attacks not only threaten to derail the upcoming intra-Yemeni negotiations (Lackner 2023) but also, and crucially, boost the risk of Yemenis being drawn into another major conflict. Authoritarian Elections in the MENA: What For and Who Cares? Around the world, 76 countries will hold elections in 2024 – a number of them situated in the Middle East and North Africa (MENA) region (The Economist 2023). Despite the prevalence of authoritarian tendencies and the failure of democratic transitions in many countries of the region, respective leaders seem to remain committed to practicing one key element of democratic systems at least: holding elections. Iranians will head to the ballot box in March 2024, for the country’s legislative elections. Concentration of political power within the hands of a small elite and the oppression of opponents have intensified over the past few decades in Iran. This has led to a widespread loss of confidence there in electoral processes, demonstrated in low voter turnouts in recent years. Meanwhile, Algeria is due to hold the country’s second presidential election since Abdelaziz Bouteflika stepped down in 2019 after 20 years in office. Hirak, the Algerian civil protest movement pivotal to the ousting of Bouteflika, has largely rejected the current president, Abdelmadjid Tebboune, as he is perceived to be a continuation of the previous political apparatus. As the opposition has called for boycotting previous elections in 2019 and 2021, we can expect low voter’s turnout in the upcoming elections again. In Tunisia, December 2023 marked the country’s first local elections under the new constitution, with a reported boycott rate of 90 per cent (El Atti 2023). Ennahda, the country’s main opposition group, has strongly questioned President Kais Saeid’s legitimacy since he suspended parliament in 2021 and called for boycotting the elections. Even in Libya there have been hopes that parliamentary and presidential elections, previously postponed for years on end, might be finally held in 2024.    While voter-turnout rates are expected to be low in Iran, Algeria, and Tunisia, underscoring their contested legitimacy, the opposite can be expected for Turkey. The local elections set for March will serve as a litmus test for the political fate of this polarised country. Following President Recep Tayyip Erdoğan’s re-election in May 2023, the Adalet ve Kalkınma Partisi (AKP) aims to reclaim major metropolitan municipalities, currently held by the opposition. Istanbul’s mayoral election holds particular importance, both economically and symbolically, as the office of mayor marked the starting point of Erdoğan’s political career. If incumbent opposition mayor Ekrem Imamoğlu is re-elected, he may have a chance of winning the next presidential elections in 2028. Conversely, a victory for AKP candidate Murat Kurum could demoralise the fragmented opposition further and consolidate the authoritarian regime long-term (Turkey recap 2024). Why are the MENA’s authoritarian governments, despite their electoral engineering often determining the results ahead of time, so determined to hold elections? Authoritarian regimes across the region have adopted a narrative that seeks to justify various aspects of their conduct, such as violent crackdowns, oppression, and corruption. Democratic institutions like national elections are a useful element in legitimising such a narrative, portraying political leaders as democratically elected and their actions as in accordance with the will of the people. Elections are a useful tool to draw clear boundaries to political participation. Incumbent leaders tend to put processes in place that push opponent groups out of the race. Such processes may take place in the form of vetting or the criminalisation of opposing political views. This allows authoritarians to maintain the concentration of power in the hands of the ruling elite by limiting the participation of other interest groups. Elections are a means for consensus-building within the established system of rule. Military and paramilitary interest groups are integral players in elections held in the MENA region. Concentration of power in the hands of authoritarian ruling elites is achieved through collaboration between the military apparatus and civilian elements of the political elite. As such, elections are also a useful tool to help renew the consensus achieved between senior military and civilian leaders. Egypt: From Mediator to Regional Power Broker? In the past year, Egypt has played a major role in conflict mediation and provided humanitarian lifelines in Sudan, Libya, and Gaza. Acute risks to regional stability from these three wars fuel existing security threats through volatility, insurgencies, and arms trafficking the longer they go on. Managing these closely intertwined conflict environments puts Egypt on track to become a major power broker in the MENA region and the Sahel at a time when its battered economy weighs heavily on its foreign influence. Libya and Sudan were major junctions in trans-Saharan arms trafficking long before the ongoing civil war in Sudan started in April 2023. Militias operating near the Libyan border with Chad transport military equipment, personnel, and fuel throughout the region, while weapons smuggled from Yemen and Eritrea via the Red Sea supply insurgents operating on the Sinai Peninsula and in the Levant. Murky battlegrounds also facilitate Russia’s advances into Africa, as both Sudan and Libya buttress revenue streams for Moscow and the Wagner Group. The US and UK’s recent airstrikes on Houthi targets to secure Red Sea shipping lanes marks a new escalation in the Israel–Hamas war with far-reaching implications. Through 2023, Egypt engaged in multiple summits to broker humanitarian ceasefires via the UN, African Union, Arab League, Intergovernmental Authority on Development, and the US–Saudi-led Jeddah process in Sudan (Skinner 2023). It hosted several conferences in Cairo to facilitate a new roadmap between Libya’s rival administrations, and dialogue among Sudan’s highly fractured civil society. Though it initially suspended its mediation in the Israel–Hamas conflict after the latter’s second-in-command, Saleh al-Arouri, was assassinated in Lebanon, Egypt resumed its involvement only days later. While countries rally around assisting in ceasefire and hostage negotiations between Israel and Hamas, or conflict management in Libya and Sudan, diplomatic rifts have strengthened in the Middle East. Egypt has so far benefitted from both trends in different ways. In the Israel–Hamas war, its indispensability opens the door for the expansion of political and economic collaboration – as, for example, through planned cash deposits from the Gulf, or US cooperation despite the recent straining of American–Egyptian relations. The fronts are more pronounced in Libya and Sudan, most notably with the UAE’s meddling in both countries through sponsoring and supplying militias with weapons, leaving Egypt as a more consistent mediator. For better or worse, Egypt’s proximity to three wars simultaneously is as much a security liability as it is a diplomatic opportunity to assert itself. Whether it can ascend from its role as mediator to a power broker, however, remains as open as these conflicts themselves do. Will Syria’s Regional Re-Integration Continue? During its annual summit on 19 May 2023, Syria under President Bashar al-Assad was re-admitted into the Arab League as a full, regular member. This was a major diplomatic and symbolic achievement for the dictatorial government in Damascus after being ousted for almost 12 years because of its massive, almost indiscriminate, repression of its own population in the incipient phase of the Syrian civil war in fall 2011 – a process that worsened in the years to follow, leading to hundreds of thousands of deaths and over 13 million displaced Syrians. The next regular Arab League summit, to be held in Bahrain in April or May 2024, will be a litmus test for whether Syrian regional re-integration will continue and what it might look like in concrete terms. So far, Arab countries’ normalisation of relations with Syria since the 2023 Arab League summit has been without any substance, essentially yielding zero benefit for the regional governments who were previously opposed to the Assad regime. There has been no economic investment from the Gulf countries, and trade with Jordan or Egypt has remained minimal. In the short-term, at least, there has been no “normalisation dividend” to speak of. In addition, the diplomatic normalisation with Assad has not led to any improvement in border security or to a decline in drug smuggling, especially of Captagon and hashish, into Jordan and towards the Gulf countries. Rather, 2023 was a record year for documented drug-smuggling activities as well as increased use thereof by Arab youth in Syria and its neighbouring countries. What is worse, the Assad government has instrumentalised the massive escalation of violence in Israel and the Occupied Territories since 7 October 2023 in two ways: Rhetorically, Assad and other Syrian officials have continuously denounced the Israeli aggression against Palestinian civilians while declaring that they have not been involved in any of the activities of the so-called resistance axis, thereby trying to improve their tarnished image in the region and beyond. Militarily, Assad’s armed forces have led a massive campaign against the Islamist opposition-controlled Idlib region, specifically targeting civilians. In the three months since October 2023, 200 people, mostly children and women, have been killed and over 120,000 internally displaced – happening out of sight and out of mind vis-à-vis Arab and international audiences alike (Haid 2024). Will Iran Go Nuclear after a Trump Victory? During his 2016 presidential campaign, Donald Trump criticised the Barrack Obama administration’s conclusion of the Joint Comprehensive Plan of Action (JCPOA) in July of the previous year. Once in office, in May 2018, the Trump administration unilaterally withdrew from the agreement. The current Joe Biden administration has since unsuccessfully tried to revive the deal; Iran, claiming it is no longer bound by the JCPOA’s provisions either, has since resumed its uranium enrichment. It is now within breakout capacity (Millington 2022). During the current presidential primaries, Trump, who will be Biden’s most likely opponent in the 2024 elections, has again called for a tougher stance on Iran. The higher (nuclear) stakes and Trump’s record of a “maximum pressure” policy towards Iran have raised fears of a potential military conflict should he win a second term in office in fall 2024. While such scenarios are not impossible, their likelihood is overstated in political commentaries. The US’s sanction and embargo policies against Iran have been a constant of the two countries’ relations since the Islamic Revolution of 1979. When a 2003 report by the International Atomic Energy Agency found that Iran was in violation of its safeguards agreement, the issue escalated further. Subsequent US administrations have initiated several new rounds of international sanctions against Teheran – with the stated goal of preventing an Iranian nuclear bomb and a potential arms race in the Middle East. This international pressure eventually brought a new moderate Iranian government to the negotiation table in 2013, resulting in the “nuclear deal” reached between the P5+1 and Iran in Vienna in 2015. However, neither the JCPOA nor its discontinuation have altered the fundamental parameters of the four decades and counting of US–Iranian antagonism. It only temporarily shifted the focus from military posturing towards diplomatic avenues. Even Obama, who championed a new approach “based on mutual interests and mutual respect,” continuously stressed that military options remained on the table. The Trump administration, on the other hand, shied away from limited strikes on Iranian nuclear facilities, let alone an open military conflict with Tehran, despite its “maximum pressure” approach culminating in the targeted killing of Quds Force Commander Qasem Soleimani in January 2020. With these fluctuating tactics, the chances of escalation remain real – whether triggered by an emboldened second Trump administration ordering a pre-emptive strike, an Israeli spoiler play, or Teheran’s conclusion that going nuclear while still under political cover from Russia is the best way to counter an unpredictable US president. In a more favourable scenario, there might be continuity on the American side despite rhetorical grandstanding. Iran could also decide that flaunting its nuclear-threshold status may give it as much leverage as actually crossing the threshold – with considerably less risk. Will the Abraham Accords Survive the Gaza War? The Abraham Accords, signed in 2020 between Israel and the UAE, Bahrain, and later Morocco and Sudan, led to diplomatic normalisation and envisaged cultivating deeper economic, cultural, and technological ties between the respective countries. After the peace agreements reached with Egypt in 1979 and Jordan in 1994, four other Arab countries now entertain diplomatic relations with Israel. Saudi Arabia was rumoured to be set to join their ranks before the Hamas attack on October 7 scuppered that. However, Israel’s ongoing hostilities in Gaza and the unprecedented humanitarian crisis there have sparked concerns about the durability of these accords and the broader trajectory of Israel’s normalisation process in the region. Arab governments that signed normalisation agreements with Israel are facing growing scrutiny and calls for accountability at home, exemplified by citizen-driven initiatives like protests, marches, and online activism. Up to 85 per cent of the population in Gaza have been displaced, and South Africa has launched procedures against Israel at the International Court of Justice (ICJ) in the Hague over accusations of genocide. The vast majority of MENA populaces vocally support the Palestinian cause. Their governments are afraid that pro-Palestinian protests could turn against them in a re-iteration of the Arab Spring and threaten regime survival. This mounting pressure from below has led governments, such as those in Bahrain and Jordan, to recall their ambassadors from Israel, while US-brokered talks between Israel and Saudi Arabia have been suspended. The Abraham Accords came with considerable incentives: The US took Sudan off its list of terrorism-sponsoring states, removed sanctions on it, and also recognised Morocco’s sovereignty over the entire Western Sahara territory. The UAE and Israel have a common interest in high-tech and defence investments, as well as in countering Iran’s regional posturing. The latter was also a major factor in the negotiations between Saudi Arabia and Israel. But the premise of the accords – namely, that sustainable normalisation could be achieved while ignoring the Palestinian question – has proven the populist right-wing Netanyahu government to be misguided. The enduring criticism of the US for its perceived lack of impartiality in the Israeli–Palestinian conflict could tarnish its role as a mediator, potentially affecting its ability to encourage other Arab nations to establish ties with Israel. By signing the Abraham Accords, elites’ political and economic interests took precedence over the concerns and aspirations of their broader publics. Popular discontent remains a powerful social force, compelling governments to re-assess and reconsider these commitments – as seen in the recall of ambassadors, and underscoring the limitations of elite agreements. China In, Europe Out? China–Middle East relations will continue to deepen on two fronts in 2024. Geoeconomically, China’s influence in the region has grown in recent years in various sectors due to its Belt and Road Initiative, while the EU’s – and US’s – regional presence has been in relative decline. According to Chinese customs data, the volume of trade between itself and the Middle East nearly doubled between 2017 and 2022, from USD 262.5 billion to USD 507.2 billion. By 2023, China was the leading import and/or export partner for most countries of the region. For example, it replaced the EU as the Gulf Cooperation Council’s top trading partner in 2020. Key sectors in China–MENA relations include traditional energy, renewable energy, infrastructure, technology and communications (including Huawei’s 5G), fintech, and manufacturing. Geopolitically, two points are worth noting. First, China will continue its policy of non-interventionism. The expensive regional military order is dominated and financed by the US. From the perspective of own national interests, there is no reason why China should change this equation. In 2024 the US will continue to spend more geopolitical resources regionally (thanks to the Gaza War), with China being the biggest economic beneficiary. Second, regarding the “geo” in geopolitics, the region is undergoing a slow pivot away from “the West” and self-identifying with other geographic imaginaries such as “Asia” and the “Global South.” In bilateral and multilateral exchange formats with each other or with Chinese, Indian, and other Global South partners, regional officials are increasingly dropping the term “Middle East” in favour of “West Asia.” They are slowly shedding the Western-centric concept of “the Middle East” (and “Near East”), reconceptualising the region’s geographic identity in a post–Western order world (Forough 2022). Another sign of this trend in recent years is countries of the region actively seeking membership in Asian-led institutions such as the Asian Infrastructure Development Bank, Shanghai Cooperation Organization, and BRICS+. Moreover, the Western powers’ unapologetic support for how Israel has pursued its war in Gaza is going to speed up the regional distancing from the West. MENA countries have been supportive of South Africa’s case at the ICJ, while China has called for an immediate ceasefire and full Palestinian statehood within the framework of a two-state solution. Will OPEC+ Hold? The Saudi-led OPEC and Russia have not been natural allies historically. During the Arab Cold War from the 1950s to 1970s, they saw each other on opposing sides of the ideological divide, with the Soviet Union supporting revolutionary regimes in the Middle East that were hostile to the Gulf monarchies. The Saudi decision in 1985 to stop cutting production and open its oil spigots to regain market share led to collapsing prices. The fiscal impact of this decision on the USSR played no minor part in its eventual demise a few years later. All the more surprising was this odd couple joining forces in 2016. Russia became a member of OPEC+, which agreed to cut oil production. Before a glut caused prices to decline from 2014 onwards, Saudi Arabia had tried to instigate a price war against the newly emerging producers of unconventional tight oil in the US and lost. Yet, the new-found unity between the two oil heavyweights lasted only so long. In early 2020, Saudi Arabia and Russia engaged in a brief price war with each other, before agreeing on renewed OPEC+ production cuts in April of the same year. The US welcomed this step at the time. US producers were facing bankruptcy as the COVID-19 pandemic obliterated oil demand, pushing wholesale prices at the oil-trading hub in Cushing, Oklahoma, into negative territory at one point.    In October 2022, OPEC+ countries cut oil production by two million barrels per day – their first production cut since 2020. This time, the Western powers were outraged that the Gulf countries would collaborate with Russia in the middle of the latter’s war of aggression against Ukraine. However, the Gulf countries have their own national interests. They see opportunities in exploring new partnerships in an increasingly multipolar world. They need to safeguard their fiscal stability and fund development projects for the post-oil age. By the mid-2030s, global oil demand could level off – as, indeed, Saudi Aramco warned in its 2019 IPO prospectus. How will OPEC+ fare when OPEC meets next, in June 2024? All cartels are inherently unstable. Free riders try to benefit from higher prices without maintaining quota discipline and cutting production, like Iraq did during the Arab oil boycott of the 1970s. And then there are the newcomers, encouraged by artificially high prices. If the reduction in oil production in OPEC+ countries continues, the partially lost volumes may be compensated for by increased production in non-OPEC ones such as the US, Canada, Guyana, and Brazil. Traditional producers from the Middle East would lose market share like they did in the early 1980s. Energy transitions will likely impact on oil demand in the medium- to long term as well. If history is a guide, OPEC+ will then falter – albeit in June 2024 it might still be successful in keeping its cartel together for now. How Would Gulf Sovereign Wealth Funds React If the West Seized Russian Assets? Western countries have taken the unprecedented step of freezing USD 300 billion in Russian assets in the wake of the latter’s ongoing war of aggression against Ukraine. Now the G7 wants to discuss at its next meeting in February 2024 going a step further, namely by seizing those assets and using them to pay for restoration work in Ukraine (Tamma and Politi 2023). This is ringing an alarm bell with sovereign wealth funds (SWFs) in the Gulf countries and China, given they hold significant assets in Western capital markets and jurisdictions. The investment authorities of Abu Dhabi, Kuwait, and Qatar belong to the largest SWFs worldwide. More recently, Saudi Arabia has developed its Public Investment Fund into and internationally active investor, rendering it completely different from the passive investor and sleepy holder of domestic assets that it was only a few years back (Roll 2019).    The very term “SWF” was only coined in 2005 at the time of the second oil boom. Gulf SWF assets have since swelled. During the financial crisis of 2007/8, they often acted as white knights for Western banks and companies facing financial turmoil. Heavy investment was thus made in companies such as Deutsche Bank, Barclays, and Volkswagen. The US, with the help of other Western countries, has increasingly weaponised the global financial infrastructure such as the SWIFT payment system (Farrell and Newman 2019). The Gulf countries have not been targeted by Western sanctions like Iran and Russia have, but they have faced such threats in the past. During the Arab oil boycott of the 1970s, the US even threatened to inflict a unilateral food embargo on the import-dependent Gulf countries (Woertz 2013). Against this backdrop, the threatened seizure of Russian assets will likely prompt them to diversify assets away from Western markets. They have already increased the share of emerging markets in their portfolios. The year 2023 also saw increased gold purchases by sovereign entities. So-called petrodollar recycling was a crucial aspect of international financial stability during the oil booms of the 1970s and early years of the new century, but this continuing to happen cannot be taken for granted in the future. This GIGA Focus deviates from the series’ typical format. It is the joint product of several GIGA Institute for Middle East Studies staff members. Eckart Woertz contributed the section on the administration of Gaza after the war, Jens Heibach authored the part on the Yemen War, Mira Demirdirek and Sara Bazoobandi wrote the one on regional elections. Hager Ali addressed Egypt’s growing importance as a mediator, André Bank looked at Syria’s regional re-integration. Nils Lukacs examined the possible implications of a Trump victory on US policy in the MENA. Deema Abu Alkheir authored the section on the future of Israel’s normalisation process with some countries of the region. Mohamadbagher Forough analysed the growing importance of China regionally as Europe struggles to maintain its influence there. The parts on OPEC+ and Gulf SWFs were written by Eckart Woertz and Olena Osypenkova, who also jointly edited this GIGA Focus.