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US withdrawal makes everyone in the Middle East recalibrate

I have long believed the US is overcommitted in the Middle East, given its declining interests in the region, and needed to draw down. I confess I did not anticipate how clumsily we would manage to do it. I also did not fully anticipate how others would react. The American withdrawal has set off a cascade of efforts at improving relations both within the region and with external powers, mainly China and Russia. Not all the improvements are in the US interest, but several are interesting.

First example: the Abrahamic accords. The Saudis, Emiratis, and Bahrainis have understood for some time that the American commitment to their autocracies was weakening. The failure of Washington to react to the drone attack on Saudi oil infrastructure in 2019 confirmed that perception. They needed to think about replacing Washington’s security guarantees, which in any event were aimed at external enemies, while the main threat is in these three countries increasingly internal. They have turned to Israel for the technology required to guarantee that their monarchies remain stable.

But, you may object, Saudi Arabia hasn’t yet recognized Israel, as the UAE and Bahrain have. On that, I only have anecdata, but it is compelling. Sitting in a business class lounge in Riyadh some 2+years ago, I found myself surrounded by 40-something males speaking Hebrew. They carried an unusual number of hard-sided cases. When I asked the Israeli next to me why I was hearing so much Hebrew in Riyadh, he smiled coldly and said: “If I told you, I would have to kill you.” I concluded they were techies carrying lots of electronics after providing assistance to Saudi internal intelligence agencies. I suspect Israel’s improving relations with Egypt have a lot to do with internal security as well, inaddition to President Sissi’s attitude toward the Muslim Brotherhood and Hamas.

Second I would cite the response to Turkey’s downing of a Russian fighter plane in 2015. It initially caused tension in the bilateral relationship, but Turkey had a problem: the US and NATO were not backing Ankara up and instead the Americans were beginning to ally with Kurds, whom President Erdogan regards as terrorists and mortal enemies. Soon Ankara was apologizing, relations between Ankara and Moscow were improving and Turkey was participating in the Russian-sponsored Astana process for ceasefire/surrenders of the Syrian opposition to the Assad regime. Russian and Turkish troops have even patrolled together in both Idlib and northern Syria, though the relationship remains parlous.

Third are the tentative efforts by Saudi Arabia and Iran to come to some sort of modus vivendi. This has included high-level meetings in Baghdad as well as trips to Tehran and Riyadh. The Saudis and Iranians have no territorial dispute and many symmetrical interests, including not allowing an adversary to rile their respective Shia and Sunni minorities and maintaining their theologically-based and increasingly nationalist autocracies. A mutual stand-down from bilateral tensions could benefit both.

Fourth is the at least partial resolution of a conflict internal to the Gulf Cooperation Council. The Saudis and Emiratis have essentially given up on their latest effort to bring Qatar to heel. Doha weathered the embargo and other sanctions better than the Kingdom and the Emirates anticipated, with assistance from Turkey, Iran, and the US, which wasn’t (yet) interested in abandoning its largest base in the region, Al Udeid. There was no point in continuing a fruitless campaign whose only real impact was to weaken the Gulf Arabs.

Fifth example: OPEC+. After a price war in 2020, the Saudis and Russians found common cause in maintaining higher oil prices, which are essential to both their national budgets. Riyadh and Moscow would prefer prices around $100/barrel, but they can’t push much above $70 or so because that would bring on unconventional sources in the US and elsewhere, especially in a low-interest-rate environment. So they are more or less content to leave prices where they have lingered for much of the epidemic, hoping that stronger growth later will bump up both interest rates and oil prices.

There are other examples: rapprochement between Turkey and the UAE, the UAE push for reconciliation with Syria, and Turkey’s sometime courting of Iran. The point is that US withdrawal is causing everyone to recalibrate and look for alternatives to American support that seems increasingly unlikely. I might like recalibration to push Israel into a more positive attitude toward Palestine, but that seems a bridge too far. Still, US withdrawal is getting the Middle East pregnant with possibilities.