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Latest articles in Iran

Youth unemployment in emerging markets

A low median age, referred to as a demographic youth bulge, can be a very positive tailwind for economic and, particularly, consumption growth in emerging markets. But this is only the case if there is sufficient job creation: an unemployed youth bul...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 26 August 2021
Youth unemployment in emerging markets
Youth unemployment in emerging markets

Middle East security risks unchanged by US withdrawal from Afghanistan

Should governments in the Middle East that are allied, or at least aligned, with the US be more concerned for their security following the final US withdrawal from Afghanistan? Or, at least, no more than they were before recent images from Kabul airp...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 24 August 2021
Middle East security risks unchanged by US withdrawal from Afghanistan
Middle East security risks unchanged by US withdrawal from Afghanistan

Afghanistan's abyss in 10 charts: China's power reduces risk for Pakistan

The consensus view on Afghanistan is that with the abrupt withdrawal of US-led NATO forces, the resulting vacuum of decisive military power, and the rapid territorial gains of the Taliban (with minimal resistance so far), another long civil war looms...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 11 August 2021
Afghanistan's abyss in 10 charts: China's power reduces risk for Pakistan
Afghanistan's abyss in 10 charts: China's power reduces risk for Pakistan

Iran, tanker attacks, and oil

If Iran is responsible for the drone attack on an oil tanker managed by an Israeli company, an attempted attack on a Saudi merchant vessel, and the hijacking of a tanker operated by a UAE company, then the question is why would it launch attacks at t...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 4 August 2021
Iran, tanker attacks, and oil
Iran, tanker attacks, and oil

Iran's new oil pipeline avoids Hormuz but it really needs new output capacity

Iran inaugurated an oil pipeline that circumvents the Strait of Hormuz on 22 July. Assuming there is ultimately progress on negotiations with the US over the nuclear deal, this modestly reduces the risk to long-term global oil supply and, from an Ira...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 22 July 2021
Iran's new oil pipeline avoids Hormuz but it really needs new output capacity
Iran's new oil pipeline avoids Hormuz but it really needs new output capacity

Saudi-UAE split: OPEC+, Dubai, Israel, Iran, US Shale and inflation implications

OPEC has pulled an eleventh-hour rabbit out of the hat many times before, and it will need to do so again to bring the UAE back into the fold this time. The UAE is the fourth-largest producer in OPEC+ and wants its quota to reflect the over 20% capac...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 5 July 2021
Saudi-UAE split: OPEC+, Dubai, Israel, Iran, US Shale and inflation implications
Saudi-UAE split: OPEC+, Dubai, Israel, Iran, US Shale and inflation implications