The Strategic Prudence of Gulf Monarchies: A Vital Calculus in the Face of Iran and American Uncertainties... 900
The Gulf monarchies: Saudi Arabia, United Arab Emirates, Qatar, or Kuwait, embody a glaring strategic vulnerability. Their shallow territorial depth and narrow demographics expose vital infrastructure: airports, ports, refineries, gas terminals, headquarters of major companies, to rapid strikes by potential enemies from the region and beyond. Iran, for instance, with its arsenal of ballistic missiles, drones, and asymmetric naval forces, coupled with the belligerent philosophy of its regime, could paralyze them in the blink of an eye. The 2019 attack on Aramco's oil facilities at Abqaiq and Khurais provides irrefutable proof: Saudi production had then plummeted by half. To the Saudis' surprise, the Americans remained evasive and barely retaliated, at least not in a clear and direct manner. For Riyadh, this silence was a telling signal: allies are no longer infallible. Signed agreements can remain dead letters at the whim of one party, depending of course on the interests of the moment and changing circumstances. A growing, though undeclared, distrust of Washington had then taken hold. Commitments, agreements, and promises only bind those who believe in them.
Over the past two decades, trust in the United States among Gulf capitals has eroded a little more each day. The 2011 withdrawal from Iraq, the lack of a strong response after the 2019 attacks, and the Afghan chaos of 2021 have ingrained a lesson that those concerned have fully internalized: Washington disengages when the cost rises. This uncertainty thus encourages prudence in the face of open war with Tehran. It will likely be the case again today, as the specter of a long and destructive war occupies all minds. The risks of a prolonged conflict are more than probable.
A direct confrontation would quickly degenerate into a prolonged regional conflict, akin to the Iran-Iraq War (1980-1988), which killed over a million people and ruined both belligerents.
Today, the stakes would be worse: destruction of energy infrastructure, closure of the Strait of Hormuz, collapse of foreign investments, and capital flight from the area. Gulf leaders, haunted by these scenarios, prioritize stability and intelligently bow their heads. For a long time, they have chosen to prioritize economic development, a choice now put to a severe test.
The monarchies have pivoted toward transforming their respective economies: Saudi Arabia's Vision 2030, diversification in the UAE, Qatari global investments, and other manifestations of universal scope. This requires confidence, for it must not be forgotten that these economies fundamentally rest on trust. A prolonged war would threaten tourism, megaprojects like NEOM or smart cities.
For the Gulf monarchies, the doctrine is clear: regional stability trumps ideological confrontations.
This shift is embodied in the China-mediated reconciliation of 2023 between Riyadh and Tehran, aimed at reducing tensions and sparing Gulf territories, which refuse to become indirect battlefields.
Today, though threatened, bombed, and provoked, the Gulf monarchies intelligently demonstrate their refusal to be dragged into a conflict they did not choose. At least for now, as everything could tip at any moment.
Despite discreet security cooperations, Gulf countries refuse to be drawn into a conflict for Israel's benefit. The latter enjoys military and nuclear superiority, but Iranian retaliations strike primarily, and above all, Arab bases, economic, and civilian infrastructure. The costs fall on the Arabs, not Tel Aviv.
The leaders of the countries concerned have learned the lesson. They have seen what became of Iraq, Syria, Libya, and Yemen, where proxy wars between powers left states bloodless, highlighting the fatal traps that ignition inevitably brings.
In these dynamics, Morocco, a strategic ally and highly regarded voice among Gulf countries, emerges as a de-escalation actor. Under King Mohammed VI's impetus, Morocco's moderating voice advocates regional stability, diplomatic solutions, and South-South cooperation to foster political reconstruction and economic exchanges. It is in this context that one must appreciate His Majesty's permanent contacts with the sultans and emirs of the region.
This is indeed a lucid calculus, as Morocco is one of the rare countries in the region to have voluntarily severed all ties with the Mullahs long ago.
The prudence of Gulf states transcends mere distrust of the United States. It stems from a perspicacious calculus that factors in vulnerability to Iran, uncertain American reliability, the risk of a ruinous war, and the primacy of development.
Their mantra? Avoid at all costs becoming the theater of confrontations between regional powers and distant others.
This is how their reserve and refusal to retaliate impulsively must be understood. Having nerves on edge is not what's needed. However, things could change if Iran does not come to its senses and leaves a region that, even ideologically hostile, will never go so far as to attack it alone. It lacks the means without potential allies and has no interest in doing so with others' help. Such a situation would be ruinous for the entire region, including Iran, an outcome no one should wish for, apparently.