Will Saudi-US interests diverge in Trump's second term?

In his first term, Trump nurtured mutual economic and security interests with Saudi Arabia, but an evolving geopolitical landscape could mean a changed US approach

Nash Weerasekera

Will Saudi-US interests diverge in Trump's second term?

The impact of Donald Trump's return to the American presidency on Saudi-US relations remains unclear. However, the foreign policy priorities of his incoming administration could point to some challenges that need to be addressed. It is too early to predict a shift in Saudi-US relations, but they will likely follow a trajectory similar to Trump’s first term in office.

During his previous term, Trump emphasised diplomacy in the relationship between the two nations, strengthening ties with Saudi Arabia by focusing on mutual economic and security interests. The bilateral relations during that period were marked by multi-billion-dollar arms deals, joint efforts to counter Iranian influence, and American support for Saudi Vision 2030. These dynamics might see a resurgence in Trump’s new presidency, with an emphasis on deepening trade and investment ties while maintaining robust security cooperation.

Evolving geopolitical landscape

However, evolving and rapidly accelerating global challenges, including shifting geopolitical alliances, could steer the bilateral relationship in a different direction. The conditions shaping global and regional dynamics during Trump’s first term differ significantly from today’s geopolitical landscape. This divergence means we cannot rule out a change in his approach this time around. Profound changes in the regional and global political climate are reshaping US foreign policy and how American leaders tackle emerging challenges and opportunities.

Regionally, developments since October 7 2023, including the Al-Aqsa Flood operation, Israel’s war on Gaza, the broader conflict with Lebanon, and direct military clashes between Israel and Iran, have introduced new complexities. And threats posed by the Houthi movement in Yemen to international maritime security, along with ongoing developments in Syria, present additional challenges to regional stability.

AFP
A Houthi helicopter flies over the cargo ship Galaxy Leader as Houthi fighters walk on the deck of the ship in the Red Sea, on 20 November 2023.

Within this evolving geopolitical landscape, Saudi Arabia has adopted a de-escalatory approach, actively pursuing diplomacy to mitigate tensions. It has applied this strategy across the gamut of developments in the Middle East by engaging in diplomatic dialogue with Iran, refraining from potential normalisation with Israel without a clear path toward establishing a Palestinian state, and mediating in numerous other disputes.

More assertive approach

Saudi Arabia is leading these efforts as part of a reassessment of its regional leadership role, carefully calibrating its positions, fostering cooperation and development, and working to mitigate conflict. This proactive diplomatic approach reflects an independent foreign policy that occasionally diverges from US priorities.

For its part, the Trump administration will need to adapt to Saudi Arabia’s more assertive approach—one that prioritises its national interests, global standing, and independent decision-making while maintaining a balanced and neutral stance in international conflicts.

This stands in contrast to Trump’s established support for Israel’s expansionist policies, including recognising Jerusalem as Israel’s capital and affirming Israeli sovereignty over the Syrian Golan Heights—positions that do not align with Saudi Arabia’s commitment to a two-state solution based on the 1967 borders, with East Jerusalem as the Palestinian capital.

AFP
Israeli Prime Minister Benjamin Netanyahu gives a speech before the newly-unveiled sign for the new settlement of 'Trump Heights' in the Golan Heights in 2019.

Furthermore, Trump’s appointments to key positions in his administration—particularly those overseeing foreign, defence, and strategic policies—suggest continued strong support for Israeli policies and expansionist agendas.

Read more: Trump cabinet picks: A dream line-up for Israel's far right

Many of those expected to shape US Middle East policy in a second Trump term are staunchly opposed to resolving the Palestinian issue through a two-state solution. Most publicly reject the establishment of an independent Palestinian state and show little inclination to recognise or support Palestinian political rights. This foreshadows a likely continuation of policies that prioritise Israeli interests, further complicating efforts to achieve a balanced approach to peace and regional stability.

Saudi Arabia firmly insists that a political solution to the Palestinian issue is the optimal way to end the cycle of conflict that has drained Middle Eastern efforts over past decades. Trump’s unwillingness to shift his policies to accommodate Saudi demands could lead to a divergence in Saudi-US priorities. Riyadh is unlikely to compromise on its fundamental conditions for peace, and without an “effective solution” that satisfies all three parties, a stalemate seems increasingly probable.

On Iran, Trump has expressed explicit support for Israel’s targeting of Iran’s nuclear programme. This stance starkly contrasts with Biden’s approach, as Trump publicly endorsed the legitimacy of Israeli military actions aimed at neutralising Iran’s nuclear ambitions. During his first term, Trump maintained a hardline position on Iran, spearheading efforts to dismantle the 2015 nuclear agreement and imposing maximum pressure and sanctions on Tehran.

Trump's unwillingness to accommodate Riyadh's demands could lead to a divergence in Saudi-US priorities

Conflict averse

In this context, Saudi Arabia recognises the importance of regional stability in achieving its developmental goals and long-term Vision 2030. While it seeks to expand constructive diplomatic and political dialogue with Iran, it strongly opposes any conflict or military attack on Iran that could escalate tensions or drag Saudi Arabia into a broader confrontation. Such a scenario would undermine regional security, hinder its sustainable development efforts, disrupt its ambitious reform agenda, and compromise its role as a mediator for peaceful coexistence in the Middle East.

In addition to the issues mentioned above, other areas of concern remain. Despite his close relationship with Saudi Arabia, Trump has shown little enthusiasm for meeting Riyadh's demands for a formal defence agreement or security guarantees from the United States. He has also been notably unsupportive of Saudi Arabia's ambitions to develop a fully-fledged peaceful national nuclear programme, including uranium enrichment—which Riyadh views as an essential counterweight to Iran's nuclear capabilities.

This amalgamation of factors casts doubt that the incoming Trump administration will put real effort into accommodating Riyadh's positions and concerns. Whereas, under Biden, Saudi Arabia's foreign policy enjoyed a degree of diplomatic flexibility, it is unlikely that a Trump administration would allow it the same manoeuvrability. 

BANDAR AL-JALOUD / AFP
US President Donald Trump and First Lady Melania Trump waving as they board Air Force One before leaving Riyadh for Israel on May 22, 2017.

Difficult choices

Based on Trump's previous behaviour and the composition of his team, which supports polarising agendas, it is clear they may not fully understand Saudi Arabia's nuanced approach to diplomacy. As a result, the Kingdom's ability to balance relationships with global powers and maintain a neutral and pragmatic stance could be jeopardised, potentially forcing difficult choices.

The challenge for Saudi-US relations, therefore, lies in bridging these differences while safeguarding Saudi Arabia's independence in its foreign policy decisions and pursuit of national interests. Ultimately, the ability to find common ground will shape the trajectory of Saudi-US relations and their role in shaping the region's future. However, at this stage, it is difficult to envision how such common ground can be established.

Moreover, Trump's campaign slogans, such as "America First" and "Make America Great Again," suggest a prioritisation of US interests that may marginalise those of its allies, including Saudi Arabia. This approach remains a source of concern for all of America's allies, Saudi Arabia included.

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