Analysis & Reports

The U.S. has significantly depleted its air defense missile stocks, with less than 1,000 Patriot missiles and 234 to 278 THAAD interceptors remaining as of July 30, 2026. This depletion impacts Gulf defense strategies, as regional nations rely on U.S. systems for protection against threats. The report highlights the challenges of sustainability and the need for Gulf states to reconsider their defense procurement strategies.

Ahmed Al-RashidMon Aug 03 2026Loading...

Iran transported approximately 70 million barrels of oil to the Eastern Outer Port Limits near Malaysia between mid-June and mid-July 2026, just before the resumption of US sanctions. This operation involved around 20 Iranian tankers and is part of Iran's strategy to sustain its economy amid ongoing sanctions. The US announced the resumption of sanctions on July 14, 2026, which includes restrictions on Iranian ports and oil stations.

Ahmed Al-RashidMon Jul 20 2026Loading...

The U.S. is expanding THAAD and Patriot missile production in 2026 to address increased demand for defense in the Gulf region. This expansion follows significant depletion of U.S. military stockpiles due to recent conflicts, particularly the Iran War. The Gulf states are becoming more reliant on U.S. military support, raising concerns about their strategic independence and the implications of U.S. arms supply prioritization.

Ahmed Al-RashidSun Jun 28 2026Loading...

The U.S. Department of State approved over $16.5 billion in arms sales to the UAE, Kuwait, and Jordan in March 2026, enhancing their air defense capabilities amid the ongoing Iran-Israel conflict. The UAE is set to receive advanced missiles and precision munitions, while Kuwait will upgrade its missile defense infrastructure. These transactions signify a strategic transformation in Gulf military capabilities, moving towards integrated defense systems capable of independent operations.

Ahmed Al-RashidFri Mar 27 2026Loading...