31 March 2026

The Gulf States in the Shadow of the War with Iran

Yoel Guzansky

The war with Iran has placed the Gulf states, against their will, at the heart of the confrontation. Iran identified the Gulf states as an “underbelly” and potential lever of pressure on the United States to shorten the duration of the campaign. Nevertheless, despite the Iranian attacks on their territory, they have thus far refrained from openly joining the campaign and have preferred a cautious policy: allowing other forces to operate from their territory while undertaking limited offensive actions with plausible deniability. 

This policy reflects their concern that Iranian attacks against them will intensify, along with uncertainty regarding the American war objectives. From the perspective of the Gulf states, a key test of the campaign’s outcome is not only the extent of the damage inflicted on Iran, but also, and above all, whether a regional-international framework will emerge that can prevent Iran from rebuilding its capabilities. This article examines the central question of the extent to which the war undermines the logic underlying the hedging strategy that the Gulf states adopted toward Iran or whether it precisely underscores its necessity. It also assesses the implications of the war and the reality that will emerge in its wake for Israel’s relations with the Gulf states while presenting possible opportunities and risks that may limit their realization.

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