22 October 2026

The Iran War Has Changed the World Forever

Foreign Policy | Kenneth M. Pollack

Persian Gulf states are aggressively acquiring and manufacturing offensive drone and missile arsenals in response to the ongoing Israeli-American war with Iran. While Western-supplied air and missile defenses intercept roughly 90 percent of incoming Iranian munitions, the remaining 10 percent has inflicted catastrophic psychological and physical damage on Gulf economies, shattering their foundational status as peaceful commercial havens.

The conflict demonstrates that defensive interceptors are economically unsustainable against cheap Iranian production lines, leaving regional capitals unable to rely solely on external U.S. or Israeli deterrence. Consequently, Saudi Arabia, the United Arab Emirates, Qatar, and Kuwait are procuring systems from Turkey, Israel, China, and Ukraine while partnering with U.S. firms to establish domestic manufacturing. Unlike the nuclear balance of the Cold War, this conventional proliferation lacks absolute deterrent clarity, driving an escalatory spiral where hard-line leaders in Tehran seek to prove their higher tolerance for punishment.

Comment

Proliferating low-cost uncrewed systems across the Persian Gulf shifts regional deterrence calculations away from traditional high-altitude interceptors like the Patriot battery. When conventional attrition replaces nuclear certainty, the absence of absolute destructive thresholds encourages preemptive strikes rather than stable containment.

Strategic Question for Discussion
How does the reliance on conventional strike parity rather than nuclear deterrence alter the threshold for preemptive action between Tehran and Gulf capitals?
The pattern suggests that conventional parity lowers the threshold for preemption because lower-cost munitions invite continuous testing of adversary tolerances. Without the absolute psychological certainty of a nuclear umbrella, both sides miscalculate the adversary's breaking point.
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