Research & Commentary Results

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 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.

The monarchical Arab Gulf states emerged on the other side of last June’s Israeli and US attacks on Iran largely unscathed, with the important exception of a limited, retaliatory Iranian missile strike on the American airbase in Qatar. However, in a larger sense, this short war, part of the broader regional conflict that began with the Hamas attack on Israel in October 2023, reinforced the precariousness of the Gulf monarchies’ security situation.

As the dog days of August approach, we are pleased to share a curated summer reading list featuring some of VP for Policy Ken Pollack’s favorite books on the region. Covering a variety of timely and engaging topics, the list offers recommendations for anyone interested in deepening their understanding of the Middle East.

After almost two years of fighting in Gaza, and after the decimation of Hizballah, the fall of Bashar al-Assad’s regime in Syria, and the 12-day Israeli-American war on Iran, the Middle East is in new strategic and political territory. Two pathways lie ahead: the first is one in which the gains and changes brought about by war are turned, through intense diplomacy and negotiation, into new international and political arrangements that bring about a period of security and stability in the region; the second is one in which that corner is not turned, and the wars in Gaza, Iran, and potentially Yemen, Syria, and Lebanon, continue indefinitely. The trajectory will depend on the choices of key actors — above all Iran, Israel, and the United States.

US President Donald Trump hosted Israeli Prime Minister Benjamin Netanyahu for the third time in his second term this week, shortly after securing a major victory for his domestic policy agenda in the budget bill passed by Congress.

Egypt and Saudi Arabia share many foreign policy and regional security objectives and have a long and complicated relationship. Recent events in the Middle East have strengthened that relationship, even as they continue to negotiate difficult bilateral issues, like the long-running dispute over control of the islands of Tiran and Sanafir.

On June 19, false reports of an Israeli strike on Iran’s Bushehr nuclear plant sparked alarm across the Gulf. Though denied by Israeli officials, the claim traces back to a warning from Qatar’s prime minister of a potential catastrophe in the event of nuclear contamination — no water, no food, no life — due to the Gulf’s reliance on desalinated seawater. Gulf governments moved quickly to reassure the public that no radiation had been detected, but the episode underscored the region’s growing sense of vulnerability. A regional approach to water security could help to mitigate such risks.

As the Israel-Iran conflict intensifies, warnings are growing louder that the war could result in hazardous and destructive radiological spillover to much of the region. But the posturing of various key actors in the Gulf and beyond has opened the door to a broader political settlement between the United States and Iran that could end the hostilities before such a dangerous scenario comes to pass.

A day before Air Force One touched down in Riyadh to kick off US President Donald Trump’s three-country tour of the Gulf, Saudi Arabia made a pivotal announcement. The kingdom, long synonymous with oil, revealed a major investment in artificial intelligence (AI) through its newly launched company, HumAIn. This pivot, explicitly timed to coincide with Trump’s visit starting on May 13, and in anticipation of the signing of multiple tech deals between US and Gulf firms during the trip, signaled a profound shift in US-Saudi relations — from a traditional oil-for-security alliance to a partnership centered on AI and digital infrastructure.

Hosts Alistair Taylor and Matthew Czekaj speak with MEI Senior Fellow Mohammed Soliman about President Donald Trump’s recent trip to Saudi Arabia, the UAE, and Qatar, which yielded a wave of major US-Gulf tech and AI deals. Soliman explains how these partnerships mark a shift in the relationship—from oil and arms to compute power and data infrastructure—and what it means for the Gulf’s strategic role in the global AI ecosystem.

The harsh realities of the region’s threats and challenges, like Iran and the Gaza war, stubbornly persist following the pomp and circumstance of Trump’s “spring bling” tour, which featured eye-popping dollar figures and an offer of a luxury jumbo jet from Qatar.

One of the strategic thrusts of the opening months of Trump’s second terms has been aimed at deepening America’s economic engagement with the leading economies of the Gulf. Thus, the first leg of his trip to the region resulted in a template for deeper US-Saudi ties.

This week, US President Donald Trump makes his inaugural visit to the Middle East since the start of his second term, traveling to Saudi Arabia, Qatar, and the United Arab Emirates on May 13-16. Amid the heightened focus on US policy toward the Middle East, MEI’s experts take stock of Trump’s trip to the Gulf, how his administration has shaped its approach to the wider region in its first several months, and how regional actors are responding to the policies coming out of Washington.