Taylor Luck يوسف لاك

For more Middle East insights and analysis, follow me on @Substack at taylorluck.substack.com

على الجميع أن يتقبل إمارات أكثر استقلالية ويتكيف مع إمارات أكثر حزمًا وإمارات اكثر دفاعا عن مصالحها الوطنية وأكثر اصرارا على مواصلة مسيرة التميز من الآن فصاعدًا. هنا الإمارات الجديدة التي لا تجامل احدا.

Leaving OPEC and OPEC+ means one thing: the UAE is no longer bound by collective quotas or group constraints. It now controls its output, timing, and response to global demand. Less waiting. More acting. A shift from coordination to precision. And look at the timing. Pressure on global shipping, especially around the Strait of Hormuz, has made it clear that energy security is not abstract. It hits fuel prices, food costs, supply chains, and household bills directly. For consumers and importing nations, this is where the UAE stands apart. Greater flexibility means quicker response when markets tighten. Quicker response builds confidence, reduces volatility, and keeps essential costs more stable.

The UAE quitting Opec means the group has lost 13% of its production capacity (IEA assessments), a damaging blow to its market management capabilities. For the broader Opec+ alliance, the UAE holds 9% of capacity #OOTT

Schrödinger's Ceasefire: Why No #US-#Iran Deal is Worse Than a Bad Deal My latest on Substack: open.substack.com/pub/taylorluck…

@Taylor_Luck Mostly from 1 country: x.com/MonicaLMarks/s…

People in Deir al-Balah, central Gaza demonstrating and chanting for Palestinian President Mahmoud Abbas following the victory of his loyalists in the municipal election. This was a clear message to Hamas, which received only 6% support in a recent poll.

The messaging Iran has 'no problem with' the Gulf Arab states, and their 'main enemy is the US and Israel' will land poorly. Iran struck every GCC state within hours of the US-Israel (illegal) war on Iran beginning, without (until now) evidence they were complicit at the time.

Very fruitful visit to Pakistan, whose good offices and brotherly efforts to bring back peace to our region we very much value. Shared Iran's position concerning workable framework to permanently end the war on Iran. Have yet to see if the U.S. is truly serious about diplomacy.

Told @BBCWorld pressure is felt in the Gulf and beyond due to the irresponsible actions of Iran, Israel, and the US. We need to stand united in the quest for a permanent, comprehensive solution. Destabilizing behavior in the region should be treated holistically, and that includes Iran and Israel.

Where is Marco Rubio? ft.trib.al/p8s1yT4

It's obvious that pulling out of the Iran Deal was a catastrophic decision by Trump. Yet that decision got far less media and political scrutiny than the Deal itself.

رئيس سوريا في الإمارات والتنسيق الإماراتي السوري في افضل حالاته وهو المدخل لاستقرار المنطقة.

المشهد حاليا: 1 الخليج العربي يعبش مرحلة لا حرب ولا سلم  2 الهدنة ستستمر 3 مضيق هرمز مغلق حتى اشعار آخر 4 أمريكا المستفيد الأول 5 الرئيس ترامب سيد الشرق الأوسط  6 ايران اكبر الخاسرين وتترنح 7 دول الخليج العربي تضررت 8 بقية العرب في سبات عميق 9 الصين وروسيا واوروبا خارج الحسبة

Thomas Friedman’s framing is just far too neat: it’s not just Netanyahu as aberration. He’s a product of an electorate and political culture that’s shifted steadily far-right for years. Treating the crisis as one man’s failure obscures far deeper questions.

There should be a global condemnation of journicide - no matter who perpetrates it and no matter the beliefs or background of the journalist. #journalismisnotacrime

But why? Does the mayor also have to visit Belgium? Mexico? China?

This is true: "What alarms Gulf Arab states most is that while Iranian missiles, drones and proxies have repeatedly attacked their region, negotiations are ​increasingly framed almost exclusively around Hormuz because of its global economic impact." But also hard to see how you solve it in a deal. A cap on the range of Iranian missiles wouldn't help Gulf states that are ~200km away, and there's no universe in which Iran is going to negotiate away its drone arsenal (nor could such a provision be credibly verified and enforced). I've asked people in several Gulf countries this month to describe a realistic US-Iran deal that addresses their concerns, and they all said there wasn't one reuters.com/business/energ…

هل هناك رغبة حقيقية بين واشنطن وطهران في التوصل لاتفاق ؟ أين تقف الأمور ؟ - الدكتور هشام الغنام يجيب @HeshamAlghannam

Strait of Hormuz can’t be just littoral. Coordination with IRGC is euphemism for control and control is not freedom of navigation. #Iran oscillating position continue to prove the need for global guarantees not just a verbal commitment

Schrödinger's ceasefire #IranWar‌