Gulf and Arabian Peninsula

Saudi Arabia and Pakistan signed a mutual defense pact on September 17, 2025, declaring that “any aggression against either country shall be considered an aggression against both.” The wording of the agreement sparked speculation that Pakistan might use its nuclear capabilities to defend Saudi Arabia. MEI’s F. Gregory Gause contends otherwise, offering insight into the history and strategic calculations driving the deal. To learn more about the deal, visit our website.

Following Israel’s September 9 strike on Hamas targets in Qatar, Pakistan has taken swift and significant foreign policy steps in response and adopted an unusually assertive stance. This shift was largely influenced by Pakistan’s military chief, Field Marshal Asim Munir. The latter is determined to enhance his country’s strategic autonomy and diplomatic leverage in an increasingly complex international environment by positioning Pakistan as a key security actor and an emerging middle power on the global stage.

The Strategic Mutual Defense Agreement (SMDA) between Saudi Arabia and Pakistan, signed in Riyadh on September 17, is far more than a bilateral pledge. It represents a profound reordering of alignments in the Gulf and South Asia, reflecting and reinforcing the broader erosion of US preeminence in the Eurasian security architecture. While much of the initial commentary centered on the striking commitment of a wealthy Gulf monarchy to the defense of a nuclear-armed South Asian state, as well as the question of whether Pakistan had in fact extended its nuclear umbrella to Saudi Arabia, the deeper story is arguably China’s potential advance.

The September 17 Saudi-Pakistani defense agreement generated a wave of overheated commentary about Saudi Arabia now residing under a Pakistani nuclear umbrella and how a new strategic reality was in the offing in the Persian Gulf and South Asian regions. Analysts need to slow their roll. Extended deterrence is an extremely difficult thing to pull off. The devil is in the details, about which we know nothing.

Israel’s September 9 strike on Hamas leaders in Doha rattled Gulf capitals and revived a decades-old debate over whether the region needs a NATO-style defensive alliance. MEI Senior Fellow Jason Campbell joins hosts Alistair Taylor and Matthew Czekaj to unpack why past attempts at collective defense have fallen short, whether this moment is different, and what the crisis means for US security strategy in the Middle East.

President Donald Trump used his speech this week before the United Nations General Assembly to reinforce his unique style of US foreign policy-making and levy criticisms against others, including the UN itself. But Trump did little to create a framework for crafting solutions to address problems and thorny security challenges.

The reverberations of Israel’s strike on the Hamas negotiating team in Doha yesterday are still rippling across the globe and will continue to for the foreseeable future. Its ramifications are profound and will alter the geopolitical landscape not just in the Middle East but likely on a global scale.

The coming weeks may prove decisive in Europe’s long struggle to manage Iran’s nuclear ambitions. On Aug. 28, the United Kingdom, France, and Germany announced they will trigger the “snapback” sanctions mechanism. Whether Europe’s gamble succeeds will determine both the future of non-proliferation and the credibility of Europe as a strategic actor.

The most striking thing about Donald Trump’s foreign policy at the seven-month mark of his second administration is how it has failed to improve America’s overall strategic position in the world. It is still early days, but the Trump team’s frenetic flurry of actions, coupled with attention-seeking and often incendiary rhetoric, has served to obscure a poor record of scoring significant international wins for America.

All eyes this week are on Alaska, where US President Donald Trump will hold a pivotal meeting with Russian President Vladimir Putin to discuss ending the Ukraine war. But the United States remains consumed by several domestic issues, including continued strains over policing, immigration, and checks and balances inside America’s system of government. All of this comes at a time when Trump’s domestic political standing continues to slip lower, including among members of his own party.

As the Trump administration pushes to expand the Abraham Accords in the Middle East and into the Caucasus and Central Asia, it overlooks a dramatic shift in perception across the Arab and Muslim world. Where once Israel might have been viewed as David battling a Goliath-like Arab world, today the roles appear reversed. Israel, empowered by unchecked military might and unwavering US support, is increasingly seen not just as a regional power but as a US-backed regional hegemon. For Gulf Arab states, this transformation presents a dilemma: Can a Goliath be a partner in peace?

The Hamas attack on Oct. 7, 2023, shattered Israel’s long-standing security paradigm, replacing limited deterrence with an ambitious campaign aimed at dismantling Hamas, confronting Hizballah and other Iranian proxies, and directly targeting Iran’s nuclear program with the support of the United States. In stark contrast, Saudi Arabia has prioritized regional stability and de-escalation, restoring relations with Iran, and focusing on its Vision 2030 economic transformation.