.

[Ziad Daoud @ZiadMDaoud]

One of the Middle East’s four alliances:

"Pakistan sent 8,000 troops, a squadron of fighter jets and an air defense system to Saudi Arabia as part of a mutual defence pact signed last year"

https://t.co/JhvZY8lE9u

[Ziad Daoud @ZiadMDaoud]

Trump says he was planning to attack Iran on Tuesday

But appeals from Qatar, Saudi & the UAE convinced him to hold it off

Trump: “I put it off for a little while, hopefully maybe forever, but possibly for a little while”

https://t.co/K4nmp5CO16

[Ziad Daoud @ZiadMDaoud]

Before 2023: Israel was growing at ~4% a year

Since then: growth has slowed to ~1%

A return to the old path hinges on two assumptions:
1. The wars must end
2. The conflicts haven’t caused lasting damage

Full analysis on @TheTerminal

[ᴅʀ. ʜ.ᴀ. ʜᴇʟʟʏᴇʀ 🖖🏾 ⚜️ @hahellyer]

Israeli media:
additional US strikes on Iran "is not a question of whether but of when"; preparations have been completed ahead of another round, which are likely to last several days and will be the last for the near term, although with targets Trump has avoided until now.

[Ziad Daoud @ZiadMDaoud]

Trump wanted cheaper oil
Then he started the Iran war
Now oil is higher

Trump wanted lower interest rates
Then he started the Iran war
Now borrowing costs are higher (chart)

https://t.co/XZUqPGcpuV

[Ziad Daoud @ZiadMDaoud]

The US withheld from Iraq the fact that Israeli forces were on its soil

In both June 2025 and the current war, "Washington compelled Iraq to shut down its radars to protect US aircraft, making Baghdad more reliant on US forces to detect hostile activity"

https://t.co/PiAYLJJiF6

[Ziad Daoud @ZiadMDaoud]

"Earlier on Sunday, a drone sparked a fire in a power station at the UAE’s Barakah nuclear plant
..
It was launched from the west of the UAE, according to the country’s defense ministry
..
There was no radiological impact"

https://t.co/OPmVWtQRCv

[Victoria J. Taylor @VictoriaT_]

Thanks to everyone who joined us at the @AtlanticCouncil for the Iraq Dialogue and helped make this event so special. You traveled from Iraq, Dubai, Detroit, the Netherlands, and many more locations from around the world to be with us.

I'm still recovering from all the excitement! The standing room-only crowd was a great reminder of the energy and commitment of the Iraq community. We can't wait to do it again next year, and look forward to welcoming everyone back to DC.

Special thanks to my Iraq Initiative crew @nibrasbasitkey, @DaniahJ2002, and Nour Taha for all their work to pull this complex event off.

Thanks to @HoshyarZebari, @heminhawrami, @ahmedalbasheer1, @adnanalzurfi, Governor Abdulqadir Dakhil, Judge Raid Muslih, Abbas al-Amiri, @LahibHigel, @renadmansour, @zfshuker, @SafwanAmin, @inna_veleva, @Dr_Darraji, @Ali_alhammood, @omar_nidawi, @SaifAlJaibeji, @BilalWahab, @vmsalama, @AlOraibi, @raadie66, @ZiadMDaoud, @geoffpyatt, @akeel11111, @qubadjt, Majid Jafar, Dunia Chalabi, Marsin Alshamary, Yazen Altimimi, Zainab Jawad, Alina Romanowski, Jon Wilks, @alda_benjamen, Shamiran Mako, Tony Pfaff, Rend al-Rahim, Hanan Qia, @treefa_aziz and @sarhangsalar for speaking, moderating, and making our discussions so rich.

[Joumanna Nasr Bercetche @JoumannaTV]

🚩 drone attack at Abu Dhabi nuclear plant causing a fire

No radiological damage reported

[Sam Dagher @samdagher]

EXCLUSIVE: The #UAE tried to persuade neighboring states including #SaudiArabia and #Qatar to take part in a coordinated Gulf military response to #Iran’s attacks on them & was left frustrated when they refused, according to people familiar with the matter https://t.co/AEmxHkgXw3

[Ziad Daoud @ZiadMDaoud]

Iraq new half-government
• Parliament confirmed Ali Al-Zaidi as prime minister
• It approved more than half his cabinet picks; the rest after Eid later this month
• Iraq's main export (oil) is down over 90% after the Iran war & Hormuz closure

https://t.co/0godrDa7pN

[Ziad Daoud @ZiadMDaoud]

The UAE asked Saudi & Qatar to jointly retaliate against Iran

They refused, saying it "wasn't their war"

That deepened the rift with Saudi & led to Abu Dhabi's exit from OPEC

The UAE is reviewing its membership of regional bodies, including the GCC

https://t.co/c7nvnp3GGd

[Ziad Daoud @ZiadMDaoud]

The UAE plans to double its pipeline capacity bypassing Hormuz

Two months ago, @DEsfandiary & I predicted exactly this outcome (picture)

Read what else might change in the Gulf as a result of the Iran war here: https://t.co/bZosw3ogDZ

[Alaa Shahine Salha @AlaaShahine]

My latest column for @semafor 👇
- #Saudi sizeable 1Q deficit was widely seen as the sign of the #war cost. That’s fair but only half the story, in my view.
- What’s missing is that the shortfall also reflected, to a degree, a policy choice.
- That’s seen in the highest 1Q capex in at least a decade
- Going forward, #oil revenue is expected to surge & spending to moderate.
- It’s a risk, but one that’s worth taking
- I explain why, with thoughts from @aliamoub & citing reports by Monica Malik & @ZiadMDaoud

https://t.co/WfcFna1nXE

[Ziad Daoud @ZiadMDaoud]

The UAE "denied Benjamin Netanyahu had visited, shortly after Israel said the prime minister made a “secret visit” to the Gulf state"

"Netanyahu’s office .. said on X that he met UAE President .. at some stage after the Iran war erupted in late February"
https://t.co/pIvAc8wxk8

[Atlantic Council @AtlanticCouncil]

Amid the current oil crisis, @ZiadMDaoud tells @geoffpyatt there are two main obligations that Iraq must meet now:

Maintain the currency peg to the US dollar at its current level and sustain public sector salaries, wages, and pensions.

[Ziad Daoud @ZiadMDaoud]

The Iran war has removed over 10% of global oil supply

The world has 4 ways to adjust:
1. Erase expected supply surplus
2. Draw down stockpiles
3. Pump more elsewhere
4. Consume less oil

The chart shows our estimate of how much each one is doing

Full analysis on @TheTerminal

[Mohammed A. Salih @MohammedASalih]

Very interesting work.

[Ziad Daoud @ZiadMDaoud]

The US wants an Iraqi prime minister who can take concrete action against militant groups

So it's backing someone who:
• Is little known
• Has never held political office
• Owns a bank it sanctioned in 2024 for doing business with a militia leader

https://t.co/i5pXaGKE4p

[Ziad Daoud @ZiadMDaoud]

The Iran war may have helped Saudi income:
• Oil export volumes are down 40%, but prices are up 65%
• First-quarter budget data show revenues unchanged
• Aramco profits are up in the first 3 months of the year

https://t.co/AFY7wkq13n