Research & Commentary Results

As the rivalry between Riyadh and Abu Dhabi sharpens in Yemen and beyond, Turkey has begun edging closer to Saudi Arabia, sparking claims that a new regional order is taking shape: a Turkey-Saudi axis backed by a NATO-like defense architecture, implicitly aligned against Israel and the United Arab Emirates. This reading overstates the case.

Saudi Arabia is making a bold push to rewire the rules of the game for foreign investment within the Kingdom. The proposed lifting of the 49 percent foreign‐ownership cap in publicly listed companies is emerging as the next frontier of that effort. This reform, scheduled to take effect on February 1, could change the calculus for active and passive global capital, drive fresh scrutiny of regulatory constraints, and test the Kingdom’s ability to follow through in what may prove to be a tight balance between opening up and preserving sovereign control.

The final days of 2025 marked a turning point in the Middle East, as competition between Saudi Arabia and the United Arab Emirates in Yemen spilled out into the open. Tensions between the two coalition partners, which jointly launched a military intervention in Yemen in 2015, have simmered for years and are now rapidly escalating, with far-reaching implications for both Yemen and regional security more broadly.

Mohammed bin Salman, the crown prince, prime minister, and main decision-maker in Saudi Arabia, left Washington and his summit with President Donald Trump with a number of promises made and commitments received. But several questions, including on shared diplomatic agenda items, the extent of civilian nuclear cooperation, and the nature of the American defense commitment to Saudi Arabia, remain unanswered.

In this episode, Brian sits down with Faisal Abbas, editor-in-chief of Arab News. Abbas, who reported on Saudi Crown Prince Mohammed bin Salman’s November 18 visit to the White House, unpacks his impressions from the visit and the opportunities it presents for US-Saudi relations. The conversation also explores the Kingdom’s transformation over the past decade, its relationships with key partners including the United States, and Abbas’s recommendations for deepening the US-Saudi partnership going forward.

On November 18, Saudi Crown Prince Mohammed bin Salman is scheduled to make his first trip to Washington since 2018. In a new MEI Policy Memo, Daniel Benaim breaks down why it matters for the US and the relevant policy considerations.

Over the past week, US President Donald Trump made an extended trip to Asia and threatened military actions against Latin American and African countries. But despite his administration’s continuing ambitions in the Middle East region, few major breakthroughs are expected there in the immediate future due to the government shutdown and unilateral cuts to national security infrastructure.

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.

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 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.