For decades, the United States has justified its military
bases across Gulf Cooperation Council (GCC) countries as essential to
protecting Arab monarchies against external threats, particularly Iran. Yet the
use of these bases during the war has reinforced a perception that American
military power serves Israeli security interests, potentially at the expense of
the host countries. Instead of providing an unquestionable security umbrella,
these arrangements risk exposing Arab states to retaliation.
China’s mediation of the 2023 Saudi-Iran rapprochement had
already challenged Washington’s longstanding narrative that Iran posed a
greater threat to Arab interests than Israel. Riyadh’s decision to restore
diplomatic relations with Tehran demonstrated that regional security could be
pursued through engagement rather than permanent confrontation.
The prolonged disruption of shipping through the Strait of
Hormuz, attacks on oil tankers and energy infrastructure, and mounting pressure
on Gulf economies have further exposed the vulnerabilities of Arab oil
producers. These developments raise a critical question, are GCC states merely
collateral victims of the war, or are they also facing strategic pressure to
reconsider their regional alignments?
President Donald Trump’s reported request for Russia to
supply 300,000 tons of diesel highlights the conflict’s wider energy
repercussions. Although this does not establish a hidden agenda, it illustrates
how the consequences extend far beyond Iran.
The larger strategic question is whether the conflict is
also being used to advance Israel’s regional integration through the Abraham
Accords. Saudi Arabia’s recognition of Israel and establishment of diplomatic
relations would represent a major diplomatic victory for Benjamin Netanyahu and
strengthen Israel’s regional position.
My interpretation is that the war may be evolving into a
pressure campaign against GCC monarchies, particularly Saudi Arabia, compelling
them to succumb to American pressure: recognize Israel, establish diplomatic
relations and accept its regional supremacy.
This remains a strategic hypothesis, not a proven war
objective. Nevertheless, it deserves serious scrutiny. The ultimate irony would
be that a war ostensibly directed against Iran ends up pressuring Arab
monarchies to accept a regional order shaped around Israeli supremacy—while
simultaneously weakening confidence in American protection.

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