


Dr. Mohammed H. Al-Hashemi
51 posts

@The_Hashemite
Interested in development studies, political sociology & capacity building. Strategist by day, writer by night. Definitely not a fitness guru. SOAS alumnus.




The Center for International Policy Research (CIPR) invites you to register for our upcoming webinar: “Navigating the Fault Lines: Qatar’s Strategic Posture Amidst Regional Escalation” 📅27 April 2026 🕚11:00 AM – 12:30 PM (Doha time) This session brings together leading experts to examine Qatar’s strategic approach to regional escalation, with a focus on diplomacy, energy security, and defense preparedness in an evolving geopolitical environment. Welcoming Address: Dr. Majed Al Ansari @majedalansari Speakers: Dr. Abdulla Al-Etaibi @AbdullaAlEtaibi Dr. Mohammed Al-Hashemi @The_Hashemite Sheikha Alanoud Al-Thani @3nnadi Moderator: Dr. Sanam Vakil @SanamVakil 🔗 Register here: us06web.zoom.us/webinar/regist…

سعدت اليوم بالمشاركة في ندوة بعنوان "التطورات في مضيق هرمز بين الجغرافيا وأمن الطاقة العالمي" والتي نظمها مركز #البحرين للدراسات الاستراتيجية والدولية @Derasatbh بالتعاون مع ملتقى الطاقة #العربي، حيث ناقشت عدداً من النقاط، أبرزها الفرق البنيوي بين #النفط و #الغاز الطبيعي المسال، وحدود البدائل المتاحة، وتأثير استهداف البنية التحتية على موثوقية إمدادات #الطاقة، إضافة إلى دور القوى الاقتصادية الكبرى في تشكيل مآلات الأزمة، والحاجة للانتقال من مفهوم أمن الإمداد إلى أمن المنظومة.

سينظم مركز البحرين للدراسات الاستراتيجية والدولية والطاقة "دراسات" بالتعاون مع ملتقى الطاقة العربي ندوة افتراضية بعنوان "التطورات في مضيق هرمز بين الجغرافيا وأمن الطاقة العالمي"، يوم الأربعاء 15 أبريل 2026م، من الساعة 11:30 ولغاية 1:00 ظهراً بتوقيت مملكة البحرين. للتسجيل يرجى التفضل بالتواصل على البريد الإلكتروني (events@derasat.org.bh).

خلال مقابلتي اليوم حول المحادثات الدبلوماسية الجارية في #باكستان بين #إيران و #الولايات_المتحدة، طرحت ثلاث نقاط أعتقد أنها لا تحظى بالوزن الكافي في التحليلات الحالية: أولاً، هناك تمييز جوهري يتم تجاهله: النفط والغاز الطبيعي المسال (LNG) ليسا الشيء نفسه. النفط سلعة استراتيجية يمكن إعادة توجيهها وتخزينها واستبدالها. أما الغاز الطبيعي المسال فهو سلسلة إمداد متكاملة. لا يمكن فصل جزيء الغاز عن النظام الذي يوصله. فوحدات التسييل وخزانات التخزين ومرافئ التحميل والناقلات ومحطات الاستقبال ووحدات إعادة التغويز وشبكات التوزيع النهائية كلها أجزاء من منظومة واحدة مترابطة. تعطيل جزء واحد يعني تعطّل الكل. تقنياً واستراتيجياً، الفرق بينهما ليس فقط في قابلية الاستبدال، بل في طبيعة التكوين نفسها. ثانياً، يجب أن نرفض تطبيع استهداف البنية التحتية للطاقة كأداة في الصراعات. عندما تتحول منشآت دول #الخليج العربي، التي تمثل العمود الفقري لإنتاج الطاقة العالمي، إلى أوراق ضغط في النزاعات السياسية، فإننا نتجاوز خطاً لن يكون من السهل العودة عنه. سابقة كهذه لا تقل خطورة عن الضربة نفسها. ثالثاً، قد يخفف أي إنجاز دبلوماسي في إسلام آباد من علاوة المخاطر على المدى القريب، لكن لا ينبغي الخلط بين الانفراج والتعافي. أسواق #الطاقة بعد الحروب تحمل ذاكرة مختلفة. ستظل البنية التحتية للطاقة ذات أهمية حيوية على مستوى العالم، لكنها لن تعود تُعامل على أنها بمنأى عن الاستهداف. سيتم إعادة تسعيرها، وإعادة تأمينها، وربما إعادة هندستها إذا انتهى زمن اعتبار أمن الطاقة أمراً مُسلّماً به.


في إطار المتابعة المستمرة للمستجدات الميدانية، تؤكد وزارة الداخلية أن الجهات الأمنية باشرت تعاملها مع حادث ناتج عن اعتراض الدفاعات الجوية القطرية لصواريخ إيرانية، ما أسفر عن سقوط شظايا على منزل أحد المواطنين في منطقة مريخ. #الداخلية_قطر


Recent attacks in the #Gulf have exposed the vulnerability of global #energy supply systems rather than a failure of the model itself. The crisis highlights the need for stronger protection, diversification, and shared international responsibility for energy security. By Mohammed H. Al-Hashemi: ispionline.it/en/publication…

هل تعلم أن السعودية اصبحت تصدر كميات من غاز البترول المسال تعادل 2.3 ضعف ما تصدره قطر... شاهد في القائمة التالية أكبر مصدري غاز البترول المسال (LPG) في العالم بحسب حجم الصادرات (ألف برميل يومياً): 🇸🇦 السعودية — ~734 ألف برميل/يوم 🇶🇦 قطر — ~318 ألف برميل/يوم 🇺🇸 الولايات المتحدة — ~196 ألف برميل/يوم 🇩🇿 الجزائر — ~175 ألف برميل/يوم 🇳🇴 النرويج — ~171 ألف برميل/يوم 🇰🇼 الكويت — ~144 ألف برميل/يوم 🇦🇪 الإمارات — ~126 ألف برميل/يوم 🇮🇷 إيران — ~85 ألف برميل/يوم 🇷🇺 روسيا — ~85 ألف برميل/يوم 🇻🇪 فنزويلا — ~73 ألف برميل/يوم 🇰🇿 كازاخستان — ~53 ألف برميل/يوم 🇳🇱 هولندا — ~50 ألف برميل/يوم 🇨🇳 الصين — ~41 ألف برميل/يوم 🇫🇷 فرنسا — ~40 ألف برميل/يوم 🇦🇺 أستراليا — ~39 ألف برميل/يوم 🇬🇧 بريطانيا — ~37 ألف برميل/يوم 🇦🇷 الأرجنتين — ~29 ألف برميل/يوم 🇧🇪 بلجيكا — ~27 ألف برميل/يوم 🇹🇹 ترينيداد وتوباغو — ~19 ألف برميل/يوم 🇸🇪 السويد — ~18 ألف برميل/يوم ولاحظ أن منطقة الشرق الأوسط تسيطر على 4 مراكز من بين السبعة الكبار عالمياً.. وأن الولايات المتحدة قفزت إلى المركز الثالث مدفوعة بزيادة إنتاج نواتج الغاز الصخري.. أما إيران وروسيا فتتشاركان في المركز الثامن على الرغم من العقوبات الاقتصادية الشديدة المفروضة عليهما.



#The_Psychology_of_Crises #Middle_East 🔹 “O Muhājirīn! O Anṣār! How do we extinguish the fire of discord?” This may be the first in a series of reflections in which I attempt to offer a calm and reflective reading of the present moment. My hope is that it helps us better understand the psychology of crises and how we engage with the collective mind in times of hardship. This becomes all the more pressing today. We are living through a unique moment in human history, where every individual has become a media machine (independent or otherwise), and where countless actors and institutions drive agendas that bring no good to this region, or to humanity as a whole. I begin with an incident from the Prophetic era, an era Muslims unanimously agree was the best of times. I use it here to highlight a human phenomenon that has always existed. I present the narration as found in the books of Hadith, followed by my commentary. Jabir bin Abdullah (may Allah be pleased with him) said: “A man from the Muhajirin kicked a man from the Ansar. The man from the Muhajirin said: ‘O Muhajirin!’ the man from the Ansar said: ‘O Ansar!’ The Prophet heard that and said: ‘What is this evil call of Jahliyyah?’ They said: ‘A man from the Muhajirin kicked a man from the Ansar.’ So the Prophet said: ‘Leave that, for it is offensive.’ Abdullah bin Ubayy bin Salul heard that and said: ‘Did they really do that? By Allah! If we return to Al-Madinah indeed the more honorable will expel therefrom the meaner.’ Umar said: ‘Allow me to chop off the head of this hypocrite, O Messenger of Allah!’ The Prophet said: ‘Leave him, I do not want the people to say that Muhammad kills his Companions.’” -End of Narration- 🔹Reflection: The incident could have unfolded in many possible ways. A trial could have been held to determine who was right and who was wrong. Wouldn’t reason, and even the apparent demands or justice, call for such a course? The Companions could have refused compliance, and conflict might have erupted. The Prophet could have ordered the execution of Abdullah bin Ubayy to silence the instigator of discord. But that’s not what happened. Prophetic wisdom took a completely different path. Why? It recognized that discord (fitnah) is not born of reason, but of emotional reaction. It feeds on buried grievances, charged past, and accumulated psychological residue. It is not, in its essence, driven by intellect, though it may cloak itself in logic, dress itself in evidence, and —even in our time— be carried by highly educated voices. Thus, the Prophetic method was both precise and profound: Cut off the oxygen;“Leave it, for it is rotten.” Do not engage it. Do not rationalize it. Do not entertain the arguments and evidence of each side. But why? Because once ignited, no party will ever fail to produce evidence of its victimhood and grievances, nor proof of its virtue and superiority over others. Reality tells us that every human society -indeed, every nation- possesses two memories, a memory of connection, and a memory of rupture. Which one is activated depends on need, context, sentiment, and the prevailing -or deliberately shaped- public mood. Take Rwanda as an example. If you go there today, you won’t hear people talk about the crimes committed by each group (the Tutsi and the Hutu) during one of the most horrific genocides of modern time in the 1990s. Instead, you’ll hear a shared story, one about coexistence, national unity, and a common future. But if you had asked the same people thirty years ago, during the civil war, they would have unsheathed the sword of hostility and revenge against their fellow citizens (the very same nation they now celebrate as strong in its diversity). This isn’t unique to Rwanda. It applies to every society, regardless of the nature of their social fractures: religious, ethnic, tribal, geographical, or otherwise. ( tbc )



My latest piece, “The End of Energy Neutrality?”, examines how the targeting of #Qatar’s #LNG infrastructure marks a turning point in global #energy #politics. What was once a model built on reliability and neutrality is now exposed to direct geopolitical risk. I argue that this is not a failure of the system, but a breach of its underlying #security assumptions—one that requires a shift toward more resilient infrastructure, strategic diversification, and a new global compact in which energy security is treated as a shared international responsibility rather than a regional burden.

Recent attacks in the #Gulf have exposed the vulnerability of global #energy supply systems rather than a failure of the model itself. The crisis highlights the need for stronger protection, diversification, and shared international responsibility for energy security. By Mohammed H. Al-Hashemi: ispionline.it/en/publication…

Israel’s strike on shared Iran–Qatar gas infrastructure marks a significant escalation in the conflict, with implications for regional stability, global energy markets, and the Gulf’s environmental security, writes Mohammed Al-Hashemi. mecouncil.org/blog_posts/isr…

Qatar asked the United States to finish Iran. Israel struck South Pars. Qatar now condemns the strike as a threat to global energy security. That is not hypocrisy. It is geology. South Pars and Qatar’s North Field are the same reservoir. The largest gas deposit on Earth, split by a maritime border. Iran produces from one side. Qatar produces from the other. When Israeli bombs hit Phase 14 processing facilities on the Iranian side, they did not just damage Iranian gas production. They introduced risk to the reservoir pressure dynamics that govern Qatar’s $130 billion annual LNG export machine. Qatar is the world’s largest LNG exporter. Its entire economic model rests on the North Field. The expansion to North Field East and North Field South, hundreds of billions in committed investment, depends on stable reservoir conditions across the shared geology. A sustained strike campaign on Iranian extraction infrastructure could alter pressure gradients, force production adjustments, or trigger precautionary shutdowns on the Qatari side. The physics does not recognise the border. Qatar lobbied alongside Saudi Arabia and the UAE for full Iranian military neutralisation. Reuters confirmed it. All six GCC states pressed Washington not to stop short. Qatar wanted Iran’s missile capability destroyed. Qatar wanted the nuclear threat eliminated. Qatar wanted the drones stopped. What Qatar did not want was bombs landing on the gas field that funds its sovereignty. This is the trap that precision warfare creates when the target shares geology with the ally. Now layer the oil forecast. Citi raised its Brent base case to $110 to $120 per barrel in the coming days, with a bull scenario of $150 to $200 if Iran targets more energy infrastructure or the strait stays closed longer. Bear case: $65 to $70 if a deal reopens flows. Brent settled near $109 on March 18, already inside the base range. The bull case is not a forecast. It is a warning. Citi simultaneously raised its aluminium target to $3,600 per tonne with a bull case of $4,000, citing Gulf force majeure and shipping disruptions. The metals market is now pricing what the oil market has not yet fully absorbed: this is not a crude shock. It is a multi-input industrial shock. At $150 oil, the fertiliser transmission into American agriculture accelerates catastrophically. Natural gas is the feedstock for urea. Higher gas prices mean higher nitrogen costs on top of the Hormuz blockade premium. The farmer in Iowa who is already choosing soybeans at $610 urea would face nitrogen economics that make corn unplantable at any margin. The corn-to-soy shift currently projected at 4.8 million acres could double. Qatar’s condemnation will not stop the strikes. Israel’s targeting circle policy authorises elimination of any Iranian official without additional approval. The IRGC published satellite images of Ras Laffan and Mesaieed, both Qatari facilities, as imminent strike targets. Qatar condemns the attack on the field it shares with Iran while Iran threatens the facilities Qatar operates on its own soil. The world’s largest LNG exporter is caught between the ally that bombed its geology and the enemy that is targeting its infrastructure. Both sides are hitting Qatar’s gas. Neither side is asking permission. The reservoir does not care about diplomacy. The urea price does not care about condemnations. And the planting season does not care about either. open.substack.com/pub/shanakaans…