
Breaking Ranks: The UAE, Saudi Arabia, and the Unravelling of Gulf Consensus
As the UAE exits OPEC, long-simmering economic and strategic divergences with Saudi Arabia begin to reshape Gulf politics and energy markets
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As the UAE exits OPEC, long-simmering economic and strategic divergences with Saudi Arabia begin to reshape Gulf politics and energy markets

From the Gulf to global markets, events appear to move toward rupture and then stop short. The reason lies not in restraint, but in the invisible architecture of the system itself.

One month in, the limits of conventional military power are being laid bare. As a “dual chokehold” on global energy flows emerges, the old security umbrella of the Gulf states is being dismantled. It is forcing a permanent re-pricing of both regional and global risk.

As the conflict with the United States and Israel intensifies, Iran’s new leadership is signalling a prolonged confrontation—one that combines conventional warfare with pressure on global energy flows and supply chains.

Energy chokepoints, proxy escalation and great-power recalibration are reshaping the Gulf and unsettling the global order. Part I of a two-part series.

Even if Trump’s tariffs disappear, the forces reshaping global trade—geopolitics, security concerns and reconfigured regional blocs—are here to stay

What India’s agreements with the US and EU reveal about power, policy space, and calibrated accommodation

Carrier strike groups, nuclear deadlines and a brittle regime in Tehran are converging on a moment where Washington may discover that every move—strike, sabotage or restraint—ends in escalation

Why India’s future power will be shaped less by diplomacy and more by trade architecture

What the Chola trail reveals about power, systems, memory, and coffee
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