For decades, Arab security rested on the assumption that Washington would defend its Middle Eastern partners if ever needed, while in return those partners would host US bases and provide oil and gas. That assumption has not merely weakened of late—it has collapsed, shattered and fragmented by Gaza, Iran, and myriad other conflicts.
Recent weeks have shown Arab states that their dependence on Washington is dangerous. Their economic foundations are threatened, as is global energy security. Unable to match the conventional military power arrayed against it, Tehran has pursued asymmetric attrition, raising the cost of confrontation to intolerable levels for Gulf states. Many host US bases. Some have normalised relations with Israel.
Many now believe the era of US patronage, bilateral arms deals, and the subordination of Arab strategic preferences to external powers is nearing its end. The answer, they say, is a new architecture built on Arab collective capacity and genuine strategic autonomy, anchored in Egypt and Saudi Arabia, with Türkiye playing a key role.
Misreading the Accords
Since the end of the Cold War era, most analysts have treated Iran as the primary threat to Gulf stability, while Israel has been treated by some as a de facto partner against Tehran. The Abraham Accords, signed between Israel, the United Arab Emirates, and Bahrain in 2020, were portrayed in Washington as the foundation of an anti-Iran Arab-Israeli alignment. That was a damaging misreading.
Anwar Gargash, the UAE’s diplomatic adviser and one of the Accords’ Emirati architects, has explained that the Abraham Accords were never designed to be an instrument of confrontation with Iran; their purpose was instead to stabilise and normalise relations with Israel, acknowledging its power and opening up economic, technological, and diplomatic engagement.

He saw the Accords as pragmatic statecraft—a tool for managing bilateral relationships, not a regional security doctrine. Appending an anti-Iran element to the Accords was an error made by external actors seeking to instrumentalise Arab choices for their own strategic purposes, and even the limited objectives of the Accords framework have been suspended since Israel began levelling Gaza in 2023.
Israel’s military campaign (which later extended to Lebanon, Syria, and Yemen) has inflicted catastrophe in Gaza of historic proportions, showing that Israeli military power directly threatens Arab populations and the stability of Arab governments. When it led to the most intense direct exchange of fire between Israel and Iran in the region’s history, Gulf Cooperation Council (GCC) states found themselves caught in the middle.
Arab states now see both Israel and Iran as the two main security challenges facing their states that must be managed simultaneously. Iran’s attacks on Gulf energy infrastructure are a clear and obvious danger, while Israel’s bombing of much of the Levant, together with its nuclear capability and its lack of restraint owing to American protection, makes the Israeli challenge structural. The idea that Arab states can choose between Israel and Iran is a trap. The only viable posture is one that addresses both threats on Arab terms.
Destructive footprint
Israel’s military operations since October 2023 are not discrete security responses but the cumulative expression of a coherent strategic doctrine, the aims of which include: dismantling any force capable of deterring Israel; establishing buffer zones in other states’ territories; establishing a permanent military presence abroad; and eroding the foundations of any Arab counterbalancing coalition. Taken together, this amounts to Israeli hegemony.
What does that look like in practice? In Gaza, conservative estimates put the death toll at 70,000 Palestinians (mostly civilians) killed by Israel, which the International Court of Justice has deemed a plausible genocide.

In Lebanon, Israel has established five permanent military outposts and killed thousands of Lebanese nationals, including after the ceasefire took effect. In Syria, Israel added six outposts to the 1974 demilitarised zone and attacked the Syrian government inside Syria, treating the departure of former president Bashar al-Assad as a vacancy to be occupied. In Yemen, Israel bombed critical infrastructure.
All this shows Israel’s ability to project power far from home, as did the attempted assassination of a senior Hamas delegation in Qatar, a key American ally, in September 2025. The launch of ballistic missiles against official compounds in the capital, Doha, was the first-ever Israeli strike on a GCC state, and one that was openly celebrated by Israeli leaders (even though the Hamas leaders survived).






