
III Kinetic Conflicts & DefenceMiddle East and North Africa
The Gulf turns to Europe on defence without an EU strategy
- Institution
- Gulf Research Center (GRC)
- Author
- Chantal Hohe
- Country · language
- Saudi Arabia (Jeddah) · English
- Affiliation
- Independent think tank (Jeddah)
Summary
Chantal Hohe, a visiting researcher at the Jeddah-based Gulf Research Center, published a commentary on 27 September 2026. She writes that the 2026 Iran war has turned the Gulf Cooperation Council (GCC) states into a direct front line. As a result, she argues, they are turning more towards Europe on defence. According to the author, every Gulf state except Oman has formed defence-industrial partnerships with Türkiye based on air systems and technology transfer. The Mecca Joint Defence Agreement signed by Saudi Arabia with Pakistan and Türkiye, and joint UAE–South Korea projects, are part of the same trend. Hohe stresses that neither the 1989 EU–GCC Cooperation Agreement nor the strategic partnership agreements now in preparation contain a binding defence clause.
Because of this gap, the relationship is run by individual member states rather than the EU: France sells Rafales, Germany supplies Rheinmetall systems, and Italy and Spain chase their own contracts. According to the author, coordination at EU level exists only in the ASPIDES and ATALANTA naval operations. Hohe argues that Gulf air defence networks already combine American, French, Russian and Chinese systems with interoperability gaps, and that adding European systems without coordination could make the problem worse. For the Gulf, the real currency is technology transfer and co-production rather than arms sales. Europe, for its part, offers a way to diversify without the political cost of Chinese or Russian equipment and without dependence on an increasingly erratic relationship with the US.
Blind spot
What the West misses: in the West, Gulf arms purchases are mostly read through US sales. This commentary shows that industrial partnerships with Türkiye, Pakistan and South Korea are giving rise to a regional form of defence governance. Weakness: it gives no figures on spending or technology transfer volumes and does not discuss how US commitments might constrain European initiatives.
Talay assessment
Bottom line
The commentary's main finding is that the EU–GCC framework has contained no binding defence clause since the 1989 agreement, so the Gulf builds its relationship with Europe country by country. The most likely direction is that the Gulf expands its European, Turkish and Asian partnerships together, on condition of technology transfer and co-production. A common EU-level defence framework remains a remote prospect in the near term.
Likely effects
- Gulf air defenceNegative1–6 months
Operating systems from four different source countries side by side without coordination could widen the interoperability gap as new European purchases arrive.
- Turkish defence industryPositive6 months+
Partnerships with every Gulf state except Oman, together with the Mecca agreement, strengthen Turkish firms' technology-transfer-based market share in the region.
- European defence companiesUncertain1–6 months
The Gulf's co-production requirement opens a high-spending market to European companies while making joint ventures with local firms such as EDGE mandatory.
Possibilities, ranked
- 1Bilateral deals continue60%
EU member states keep signing contracts with the Gulf one by one, and coordination stays limited to naval operations.
Watch: Whether the texts of EU–GCC strategic partnership agreements include a defence clause
- 2EU-level framework25%
The energy cost of the Iran war pushes the EU towards a common framework with the Gulf on air defence and critical infrastructure.
Watch: Gulf defence cooperation reaching the agenda of EU foreign ministers
- 3Asia-weighted diversification15%
The Gulf favours partnerships with Türkiye, Pakistan, South Korea and China over Europe.
Watch: New co-production announcements under the Mecca agreement
Probabilities are calibrated judgement based on the sources, not measurement, and are revised as new information arrives. Not investment advice.
Original publication: grc.net · 28 September 2026
This page summarises the institution's view and does not reflect the view of Talay Insight. No direct quotation is used.