A perceived lessening of the U.S. security umbrella would leave the Saudis far more vulnerable regionally and could force additional policy adjustments.
This is only the latest flashpoint in a series of social media disinformation campaigns targeting Qatar.
On April 30, roughly a week after the Southern Transitional Council (STC) declared self-administration in Aden, a military confrontation broke out on the remote Yemeni island of Socotra between members of the STC and government forces. After just a few days, the situation was diffused when the island’s governor and the STC asked the Saudis to intervene. Although an agreement was reached quickly, it is likely to be fragile because the causes of the conflict are not entirely local. The island of Socotra is simply too important to multiple international players that are not willing to let it easily slip outside their sphere of influence.
A few hours before Ramadan’s pre-fasting suhoor meal on April 25, the Southern Transitional Council (STC), a UAE-sponsored regional secessionist movement, abruptly announced self-administration in Yemen’s South and a state of emergency.
Russia acts as a “key if quiet player” in southern Yemen, where its approach has been based on strategic neutrality. The goal has been to position Moscow as a greater stakeholder in mediation between the various Yemeni parties and outside players. Moscow has engaged the Southern Transitional Council, the UN-recognized Yemeni government led by President Abed Rabbo Mansour Hadi, the Houthi rebels, as well as the three main regional powers intervening in Yemen — Saudi Arabia, the UAE, and Iran.
On April 25, the Southern Transitional Council declared self-administration and claimed authority over state institutions in the interim capital of Aden. The declaration demonstrates the region’s volatility, the limited reach of Yemen’s government, and the difficulty of imposing a solution to the problem of secessionism. It is also sparking political competition for Saudi patronage, and all of this poses a major diplomatic challenge for the Saudis.
Until a new round of UN talks begins, the cycle of violence on the ground is more than likely to continue.
Despite the expressed Saudi aim of bringing about a respite in the fighting, there has been little change in the dynamics of the conflict.
The April 12 OPEC+ deal to cut oil production that ended the disastrous five-week Saudi Arabia-Russia price war is a short-term fix for the global industry, but will not resolve the larger problem of over-production. The price war heightened animosity between Riyadh and Moscow and calls into question whether the OPEC+ partnership will ever be the same again.
During the Munich Security Conference in February 2020, Saudi Arabia’s foreign minister, Prince Faisal bin Farhan, signaled that the Saudi-Houthi backchannel talks were not “ready to move to the highest level.” However, the situation changed following the Houthi ballistic missile attack on Jazan and Riyadh in late March, and on April 8, the coalition’s Joint Forces Command
Since the 1970s “oil boom,” Indian migration to the Gulf has served as a valuable source of income for the nation and as the backbone of the economies of high-migration states such as Kerala through the transfer of remittances. However, the outlow of Indian migrants to the region has recently slackened while return migration has increased due to economic slowdowns, fluctuating oil prices, and changes in Gulf labor policies. The future of India-Gulf migration is further clouded by the Coronavirus pandemic, which poses unprecedented health and livelihoods challenges for the millions of Indians working in the Gulf, as well as for the families and communities that depend on them — and presents a daunting test for the Indian government.
The Houthis’ lack of interest in halting their military operations could displace millions of civilians in the midst of a potential COVID-19 outbreak, defeating the very purpose of the cease-fire.
The Middle East is facing an unexpected turning point. The region will not look the same after COVID-19 as it did before it. The geoeconomics and geopolitics of the world are in free fall because of COVID-19, the oil price war, and a severe economic shutdown. For the Middle East and the Gulf monarchies in particular, the oil price war against Russia and U.S. shale and the shutdown of economies around the world have increased the pressure on the Gulf’s already-depleted financial resources, which usually act as a safety valve for the turbulent region.
Saudi Arabia’s recent decision to call for an urgent OPEC+ meeting was driven by a simple logic. In spite of its obvious advantages over other oil producers, the kingdom is still taking serious risks as it pursues an oil price war.
This Thursday, a postponed virtual meeting of “OPEC+ and Friends” will determine the level and seriousness of participation in a global oil pact.