Iran: Khamenei, NIOC and foreign oil and gas investments

Focus

• Saudi Arabia-South Korea naval cooperation

  1. Saudi naval industrialization
  2. Korean proposals
  3. Saudi oversight and next steps

Spotlight

• Egypt-France Rafale deal

• UAE-Germany defense relations enter a new phase?

Defense Matters

• Iraq-Harmattan AI Letter of Intent (LoI)

• Kuwait-Pakistan defense cooperation and next steps

Yemen Developments Impact:

• KSA: Surprise, disappointment, and KBS’s standing

• UAE: Views on Houthis advancing, casting blame, next moves

Spotlight

• U.S.: Trump-GCC leaders discussions on Iran War, regime; Yemen; military presence

Focus

• Saudi Arabia weighs Jabal Sayid uranium for its nuclear program

Spotlight

• Kuwait explores buried pipeline route to bypass Hormuz

• Iraq accelerates plans to expand oil production capacity

Energy Affairs

• UAE West-East pipeline: Lessons from the Petroline attack