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The Suez Canal and surrounding desert and farmland seen from space

III Kinetic Conflicts & DefenceMiddle East and North Africa

From Doha, a fading US umbrella leaves the Mashriq on its own

Suez Canal, Egypt — seen from the ISS (March 2016)Photo: NASA / Tim Kopra (ISS Expedition 46) · Public domain · Source
Institution
Al Jazeera Centre for Studies (AJCS)
Author
Institutional publication
Country · language
Qatar · Arabic
Affiliation
Al Jazeera Media Network centre

Summary

An Arabic policy brief from the Al Jazeera Centre for Studies, whose English summary was published on 4 October 2026, argues that the Mashriq has entered a period of unprecedented security disorder. The Mashriq is the Arab east stretching from the Eastern Mediterranean to the Gulf. The page does not name the author. According to the text, past crises revolved around regimes, rivalry between neighbours or limited Arab–Israeli wars. Today's crisis combines Israel's war with the Palestinians and regional actors, interstate conflict and a contest for influence, all at once. The brief describes the Houthi seizure of Bab el-Mandeb and their subsequent attacks on Saudi Arabia as both a symptom and the peak of this disorder.

The brief's central thesis is that the crisis must be read alongside the erosion of the American security umbrella. According to the paper, the US joined Israel's campaign against Iran's nuclear facilities in July 2025. In February 2026 it then entered a wider war against Iran without adequately consulting its Arab and Turkish allies. That war did not topple the regime. Instead it spread to the Gulf, Jordan and Iraq, closed Hormuz and reignited the conflict in Yemen. The brief says President Trump's reluctance to pledge help to Saudi Arabia against Houthi attacks has called the reliability of the American alliance into question. It adds that the erosion began with Obama's pivot to Asia, and that China's brokering of the Saudi–Iranian rapprochement in 2023 was a sign of it.

The paper does not see leaning harder on China or Israel as a solution. It argues that Beijing will pursue its own interests and that Israel is itself one of the sources of insecurity. Its proposed starting point is the defence agreement between Saudi Arabia, Pakistan and Türkiye. For that to become a lasting system, however, the relationship with the US must be defined, membership broadened, Iran brought into the regional order and Syria rebuilt. The brief argues that Iran's threats must be contained while its legitimate interests are also recognised.

Blind spot

What the West misses: the West reads Houthi attacks as a maritime security problem. This brief instead highlights the Gulf's shaken trust in the US and sees the Türkiye–Pakistan–Saudi axis as a core that could replace it. Weakness of this reading: it offers no figures on costs or military capacity, and does not discuss how Iran could be brought into the system while it is closing Hormuz and targeting the Gulf.

Talay assessment

Bottom line

The reading from Qatar-based AJCS suggests that Gulf trust in US guarantees has crossed a threshold with the Houthi attacks, and that regional actors are looking for their own deterrence framework. The broad offensive Saudi Arabia launched in Yemen on 5 October fits this reading. The most likely path is that the trilateral defence agreement deepens through practical military cooperation. An order that includes Iran remains distant while the war continues.

Likely effects

  • Türkiye's regional roleUncertain1–6 months

    The brief presents the Saudi–Pakistan–Türkiye agreement as the core of a new order, raising expectations that Türkiye will shoulder more of the military burden in Gulf security.

  • US alliance credibilityNegative6 months+

    Washington's limited response to Houthi attacks increases interest in non-US security options in Gulf capitals, diversifying arms purchases and basing arrangements.

  • Relations with IranPositive6 months+

    Proposing an order that does not exclude Iran signals that the Gulf could take a more conciliatory line than the US in post-war negotiations.

Possibilities, ranked

  1. 1
    Trilateral pact deepens55%

    The three countries step up joint exercises, deployments and air defence cooperation, while the relationship with the US remains undefined.

    Watch: An official announcement on deploying Turkish or Pakistani troops to Saudi Arabia

  2. 2
    US guarantee regains strength30%

    Washington offers the Gulf a new security commitment and the regional search fades into the background.

    Watch: A new US–Saudi defence agreement or an explicit security guarantee

  3. 3
    Regional framework including Iran15%

    After a ceasefire, the Gulf states and Iran launch a regional security dialogue.

    Watch: A joint meeting of Saudi and Iranian foreign ministers on regional security

Probabilities are calibrated judgement based on the sources, not measurement, and are revised as new information arrives. Not investment advice.

Original publication: studies.aljazeera.net · 4 October 2026

This page summarises the institution's view and does not reflect the view of Talay Insight. No direct quotation is used.