1 April 2026

U.S. Security Guarantees Under Scrutiny In Gulf States

James Durso

The Arab states of the Persian Gulf have suffered major economic and security costs in the wake of the U.S./Israeli attack on Iran. Iranian missile and drone retaliation hit airports, ports, and energy infrastructure, disrupting aviation, trade, tourism, and hydrocarbon exports, and damaging the Gulf’s reputation as a stable business hub.

Attacks on shipping and energy facilities, such as the disruption at Fujairah port and the Shah gas field in the United Arab Emirates (UAE), show how quickly a U.S./Israel war on Iran can spill over onto Gulf territory. Or “What happens in Iran doesn’t stay in Iran.” UAE businessman Khalaf Ahmad al-Habtoor, a former business partner of U.S. president Donald Trump, publicly castigated Trump, “You have placed the countries of the Gulf Cooperation Council [GCC] and the Arab countries at the heart of a danger they did not choose…Who gave you permission to turn our region into a battlefield?” If Habtoor represents elite thinking in the Gulf, and local sources confirm he does, Gulf countries will reduce their future exposure to the U.S. They might:

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