Thought Leadership Series

War, Fragmentation, and Opportunity: Repositioning the MENA Economy in a New Global Order

No.

TL 1

Publisher

ERF

Date

May, 2026

In this Issue: This inaugural issue examines how war, geopolitical fragmentation, and global economic uncertainty are changing the terms of development for MENA. It looks beyond the immediate crisis to ask how disruption is transmitted through trade routes, logistics systems, prices, finance, confidence, firms, workers, and households. The paper argues that the region’s policy challenge is not only to stabilise in the face of shocks, but to build the institutional capacity, evidence base, and reform pathways needed to turn vulnerability into resilience and resilience into opportunity. It sets out a research and policy agenda for ERF’s network, focusing on transmission channels, policy effectiveness, state capacity, inclusion, and long-term economic transformation.