For decades, Gulf states operated nether the presumption that their astir important strategical spouse was the United States. They built an extended and multidimensional concern with Washington, 1 that spanned security, energy, finance, and diplomacy.
In launching its warfare alongside Israel against Iran, however, the US sidelined its Gulf partners, ignoring their appeals and concerns. Now, arsenic the Trump medication attempts to negociate with Iran, it again appears to person the interests of Israel arsenic its apical priority; the concerns of its Arab allies are erstwhile again overlooked.
No substance however overmuch these countries person done oregon however overmuch much they are consenting to offer, their interests volition stay expendable successful Washington whenever they collide with those of Israel.
An confederation of stability
Few alliances successful modern past person been arsenic heavy oregon arsenic mutually reinforcing arsenic the 1 betwixt the Gulf and the US, with with Gulf countries efficaciously opening their territory to a near-unconditional American subject presence. Trade betwixt the 2 sides exceeded $120bn successful 2024, underpinned by Gulf investments successful the US economy. This has been matched by a important US beingness successful Gulf markets crossed technology, vigor and infrastructure.
The standard of this interdependence was further underscored astatine the 2025 Riyadh summit, which yielded commercialized and concern agreements surpassing $2 trillion. In the aforesaid year, Gulf sovereign wealthiness funds channelled astir $70bn into US assets.
Beyond header figures, the Gulf has played a longstanding relation successful financing the US by recycling its Treasury bonds, helping prolong debased borrowing costs and reinforcing the dollar’s planetary dominance, portion supporting hundreds of thousands of US jobs crossed manufacturing, defence and exertion sectors.
In return, Gulf governments expected thing fundamental, that their halfway interests would beryllium recognised, if not prioritised.
These interests had been remarkably aligned with US policy. They tin beryllium distilled into 3 pillars: first, economical diversification, a strategical displacement distant from dependence connected hydrocarbons towards sustainable and resilient economical models; second, determination stability, a prerequisite for attracting investment, enabling growth, and sustaining semipermanent development; third, vigor security, the uninterrupted travel of lipid and gas, which was a pillar of planetary economical stability.
In pursuit of these goals, Gulf states invested heavy – financially and politically – successful gathering a much unchangeable determination order, actively pursuing diplomacy implicit confrontation. Saudi Arabia, for example, moved to extremity the warfare successful Yemen, opened channels with Iran and Turkiye and deepened ties with countries specified arsenic Pakistan. These steps were not tactical gestures; they were portion of a broader strategy to conception a flexible, cooperative determination architecture.
All this appeared to overlap with US interests. Washington had agelong claimed that its priorities successful the Middle East included securing vigor proviso chains, stabilising lipid markets, and ensuring determination stableness truthful it could pivot towards Asia. And yet, the Trump medication chose to spell against what it claimed to basal for.
Choosing chaos implicit stability
By now, it is wide that Washington has chosen to enactment Israeli Prime Minister Benjamin Netanyahu’s docket of pursuing determination instability and domination.
By opting to beforehand Netanyahu’s expansionist objectives, adjacent astatine the outgo of its ain interests, Washington has efficaciously placed the Strait of Hormuz and Bab al-Mandeb – the world’s astir captious vigor chokepoints – astatine risk, exposing planetary lipid and state markets to utmost volatility.
These US choices person placed the full region, with the Gulf states astatine the forefront, into a authorities of chaos. We are apt to unrecorded with its aftershocks for years to come, driven by the fears of each states and compounded by increasing powerfulness imbalances.
Here, Gulf and Arab states indispensable recognise a cardinal reality: determination tin beryllium nary durable determination stableness built connected dependence connected the US. Americans are not the sons of this onshore nor of this region. No substance however overmuch the planetary strategy evolves, and the satellite becomes interconnected done globalisation and technological change, geography and demography volition stay decisive successful shaping interests. A powerfulness located thousands of kilometres away, rooted successful a antithetic demographic and geographic reality, cannot beryllium depended upon to support Arab interests.
Still, immoderate states proceed to hedge their bets connected a “special relationship” with the US, turning their backmost connected unity. The United Arab Emirates, for example, precocious decided to permission OPEC, which had agelong fixed leverage to oil-producing Arab states implicit the US and the remainder of the world. This determination signals withdrawal alternatively than deepening practice and moving done disputes. In the abbreviated term, this whitethorn look similar the close determination to sphere nationalist interest, but successful the agelong term, it plays into the hands of those who privation to disagreement and regularisation the Arab satellite – thing that is yet not successful the Emirati interest.
Instead of investing much resources successful an confederation with Washington, Arab states should absorption connected intra-regional improvement aimed astatine economic, information and subject self-sufficiency, akin successful immoderate respects to the Turkish and Iranian projects. They should absorption connected interior dialog and greater cohesion and prosecute a broader strategical model that secures balances of powerfulness based connected governmental concern and constructive competition, alternatively than reliance connected outer patrons.
The views expressed successful this nonfiction are the author’s ain and bash not needfully bespeak Al Jazeera’s editorial stance.
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