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Danny and Derek welcome back to the show Annelle Sheline to discuss the impact of the US–Israel war on Iran on the Gulf states. They talk about how the conflict developed and why Gulf governments anticipated Iranian retaliation, the limits of US security guarantees, the risks to energy and desalination infrastructure, the vulnerability of the Gulf’s economic model relying on stability and foreign investment, and the potential postwar regional order if Iran survives weakened but intact.

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