Israeli military superiority undermines US interests: Report
Al Mayadeen | December 23, 2025
When US President Donald Trump announced in November 2025 that he would approve selling advanced F-35 fighter jets to Saudi Arabia, Israeli Prime Minister Benjamin Netanyahu immediately sought assurances from US Secretary of State Marco Rubio. The US was quick to affirm an unwavering commitment to preserving “Israel’s qualitative military edge” over all countries in West Asia.
And this commitment is not merely political; it’s the law. According to an analysis by Josh Paul, a former State Department director who spent over 11 years in the Bureau of Political-Military Affairs before resigning over Gaza policy in 2023, this legal requirement is producing outcomes that directly contradict US strategic interests in the region.
Writing in Responsible Statecraft, Paul draws on his insider experience to argue that what was intended as a tool for maintaining regional order aligned with American interests may now be fueling instability.
Cold war era policy
The concept of “Israel’s” “qualitative military edge” (QME) emerged in the 1970s as a mechanism to ensure a regional balance of power favorable to US interests by guaranteeing Israeli military superiority. Paul traces how this informal policy became codified in 2008 legislation that defines QME as “Israel’s” ability to “counter and defeat any credible conventional military threat from any individual state or possible coalition of states or from non-state actors, while sustaining minimal damages and casualties.”
The law requires the State Department to assess every major US arms transfer to West Asian and North African countries, from Morocco to Iran, to ensure it doesn’t threaten “Israel’s” military dominance. In practice, since Iran has not purchased US weapons since 1979, this applies exclusively to Arab states, effectively institutionalizing a regional hierarchy with “Israel” at its apex.
Paul describes a classified process involving multiple agencies and Israeli input: “At the annual Department of Defense Joint Political Military Group meeting, the Israelis typically make a presentation that includes a list of systems they deem threatening to their QME.”
Three options, three problems
When Arab countries seek advanced US weapons, Paul explains, the US government is faced with three choices, each with significant drawbacks.
The first is compensating “Israel” with superior technology. When the Obama administration proposed selling F-16s to the UAE in 2013, it had to simultaneously offer “Israel” advanced radars to detect those very aircraft. But this approach, Paul argues, directly fuels regional arms races, potentially violating other US laws that explicitly aim to “discourage arms races.”
The second option involves limiting sales through quantity restrictions, geographical constraints, or technological downgrades. But these limitations, Paul notes, can strain relationships with Arab partners who face genuine security threats.
The third option, denying sales outright to preserve “Israel’s” edge, may produce what Paul calls “perverse incentives.” Arab governments denied US weapons often turn to China, Russia, or France instead, reducing US influence over their defense capabilities and potentially introducing systems Washington cannot monitor or constrain.
This shift threatens the very regional order the QME policy was designed to maintain, as it allows competing powers to establish military footholds in West Asia.
The diplomatic cost of military dominance
Beyond arms sales logistics, Paul identifies a more fundamental problem: guaranteed military superiority may discourage Israeli affairs. “Because Israel remains assured that the United States will help it retain military superiority over the entire region, Tel Aviv may feel able to rely on such superiority rather than engaging in diplomacy,” he writes.
He argues that “Israel’s” recurring reliance on military force “arguably contributes to instability across the Middle East as a whole,” creating a paradox where the policy designed to enhance Israeli security and maintain a “stable” regional order may actually generate the very threats it aims to prevent.
An outdated framework?
Paul questions whether the QME framework still makes sense given recent diplomatic developments. Israeli officials themselves argued during the 2020 F-35 sale to the UAE that the country had become “an ally in confronting Iran” and the sale wouldn’t violate US commitments. Yet Paul notes from his government experience that pro-“Israel” advocacy groups like AIPAC continued opposing such sales “behind closed doors,” regardless of intensifying normalization efforts between Arab states and the entity.
More fundamentally, Paul argues that military technology is evolving in ways that may make the QME unsustainable. Military analysts increasingly suggest the world faces a revolution characterized by “low-cost weapons systems capable of overcoming high-tech capabilities,” a shift that could render “Israel’s” technological edge less decisive and the entire framework obsolete.
Paul concludes that US and Israeli policymakers should explore alternatives to what he calls “Israeli military hegemony and the inherent fragility that it brings to the region.” He argues that “diplomacy and compromise, including the need for real progress on Palestinian self-determination, promises the only real exit from the isolation that the QME has allowed Israel to impose on itself.”
For Paul, who left his State Department career over these very contradictions, the message is clear: a policy conceived to ensure a regional order favorable to US interests through military dominance may now be achieving the opposite, undermining both regional peace and American strategic influence in the process.
Kuwait set to sign multibillion-dollar port deal with China
The Cradle | December 19, 2025
Kuwait will sign a contract next week with China Communications Construction Company (CCCC) to complete the Mubarak al-Kabeer Port project, Kuwaiti Public Works Minister Noura al-Mashaan announced on 18 December.
The contract is valued at about $3.97 billion, according to a government document seen by Reuters.
The Central Agency for Public Tenders approved on 1 December a contract between the Public Works Ministry and CCCC for engineering, procurement, and construction of the first phase of the port, according to the official gazette.
Mashaan said Kuwait’s prime minister will attend the signing ceremony with the Chinese side.
Mubarak al-Kabeer Port, located on Bubiyan Island in northern Kuwait, is described as a strategic project aimed at creating a secure regional corridor and commercial hub, one that China has sought to include within its Belt and Road Initiative (BRI).
Kuwait hopes the project will support economic diversification, boost GDP, and help restore its regional commercial and financial role in West Asia, with the government saying around 50 percent of the first phase of the Mubarak al-Kabeer Port project has been completed so far.
The Mubarak al-Kabeer Port project is part of a broader set of large-scale initiatives Kuwait is pursuing with Chinese support, spanning infrastructure, energy, environmental services, and urban development.
Kuwait and China have expanded cooperation in recent years, including the signing of multiple memorandums of understanding (MoU) during a 2023 visit to Beijing by then-crown prince Sheikh Mishal Al-Ahmad Al-Sabah, who later became emir.
Officials on both sides have framed these projects as part of a wider effort to deepen long-term economic ties, with a growing emphasis on infrastructure development, diversification, and connectivity.
Chinese firms are involved in several major projects across Kuwait, reflecting a shift toward broader strategic and economic engagement between the two countries beyond traditional trade relations.
China’s expanding economic footprint in West Asia has also extended to Saudi Arabia, where Chinese Foreign Minister Wang Yi recently said that Beijing is ready to be Riyadh’s “most trustworthy and dependable partner” following high-level talks in the kingdom.
The meetings reaffirmed Saudi support for the one-China principle and emphasized deeper cooperation in energy, infrastructure, and emerging industries, aligning with Beijing’s broader BRI-linked engagement across the region.
UAE-backed militia in Yemen reaches out to Israel for alliance against ‘common foes’: Report
The Cradle | December 18, 2025
The UAE-backed Southern Transitional Council (STC) has reached out to Tel Aviv and pledged to recognize Israel in the event that its goal of an independent, secessionist state in south Yemen is achieved, Hebrew media reported.
According to Israel’s Broadcasting Corporation (KAN), the STC has called on Israel to support “independence” in southern Yemen, and that this would enhance a common agenda between the two sides.
A diplomatic source close to the STC was cited as saying by KAN that Israeli support for the secessionist cause in southern Yemen could contribute to “protecting maritime routes in the Gulf of Aden and Bab al-Mandab, in addition to combating the smuggling of Iranian weapons to Ansarallah and the terrorist cells affiliated with the Muslim Brotherhood that cooperate with Sanaa.”
The source added that the STC needs Israeli backing in military, security, and economic fields in order to form a “new state,” stressing that the two share “common enemies.”
The STC announced on 15 December the start of a new military operation in the southern Yemeni province of Abyan, tightening its grip on the south.
In recent weeks, UAE-backed STC forces have captured the provinces of Hadhramaut and Al-Mahra, and have seized the presidential palace in the southern city of Aden – where both the STC and the Saudi-backed Presidential Leadership Council (PLC) have been based for the past several years.
This prompted Saudi military forces to withdraw from Aden. Riyadh has since called for an immediate withdrawal of the STC from the areas it has captured – a demand which was rejected by the Emirati-backed group during negotiations last week.
The STC now controls practically all the territory that makes up the secessionist state it aspires to form along the borders of the pre-1990 southern Democratic Republic of Yemen.
The country will “never be unified again,” the STC has told western diplomats, according to a report by The Times from last week.
The report also revealed that the STC has sent delegates to meet with Israeli officials recently and discussed their “common cause” with Tel Aviv. The KAN report was not the first to reveal contact between Israel and the STC.
In December 2023, Hebrew media cited a source close to STC as saying that Israel will earn itself a partner in the fight against Ansarallah if it recognizes the secessionist aspirations of the STC.
The UAE was a major partner in the Saudi-led war launched against Yemen and the Ansarallah-led government in Sanaa, which began in 2015.
Despite this, Riyadh and Abu Dhabi have been embroiled in a rivalry for control and influence in Yemen over the past few years. Critics accuse both countries of seeking to divide Yemen to control its natural resources and strategic ports within their respective spheres of influence.
Since the start of the war, the UAE and Israel have established a joint occupation of the islands surrounding Yemen.
In 2023, Saudi Arabia and the Ansarallah-led government in Sanaa were close to reaching a peace deal. The agreement was never finalized or implemented, and the Saudi military continues to shell Saada and other border areas.
Despite this, the peace process halted a major Ansarallah and Yemeni Armed Forces (YAF) offensive against Marib province, which would have brought Sanaa’s forces to the borders of Hadhramaut and Shabwa.
The STC reportedly took a firm stance against the peace talks between Saudi Arabia and Ansarallah at the time.
After the start of the STC advance across Yemen several weeks ago, Saudi-backed tribal forces called for “all forms of resistance” against the UAE-backed militia.
According to The Guardian, up to 20,000 Saudi-backed troops are gathering on the border. Forces backed by the kingdom are also reportedly withdrawing from their positions in Aden and redeploying elsewhere.
Riyadh supports a tribal alliance of armed factions known as the Hadhramaut Protection Forces. It also backs the Muslim Brotherhood-linked Islah Party and the forces of Yemen’s internationally-backed government – the PLC.
While the PLC and STC are at odds with one another, the two are closely linked. Aidarous al-Zubaidi, the deputy head of the PLC, also serves as the president of the STC.
“We hope this can be resolved peacefully, but what happened in Hadhramaut is a dangerous development and negatively impacts the legitimate state institutions. Irregular forces not under state control have invaded stable and secure governorates throwing everything into chaos. Saudi Arabia is determined that these forces must leave and return to their own places. The legitimate government is being fragmented, and the only beneficiary of these intensified divisions will be the Houthis,” said Islah Party Secretary-General Abdulrazak al-Hijri, adding that Ansarallah “[does] not see Yemenis as people” but rather as “slaves.”
His comments contradicted reports from last year that Sanaa and the Islah Party improved their relations after Ansarallah began pro-Palestine operations against Israel.
Hezbollah and Saudi Arabia’s uneasy détente
By Tamjid Kobaissy | The Cradle | December 2, 2025
In West Asia, where sectarian politics and external meddling collide with local power struggles, few rivalries have been as entrenched or as symbolically loaded as that between Hezbollah and Saudi Arabia.
For decades, it embodied the broader confrontation between Iran and the Persian Gulf kingdoms – a proxy war defined by ideology, oil, and shifting battlefronts. But today, under the weight of new regional calculations, rising Israeli belligerence, and the cracks in American hegemony, that once-intractable hostility is giving way to a more ambiguous and tactical coexistence.
What is developing is neither an alliance nor even reconciliation. But for the first time, Hezbollah and Riyadh are probing the edges of a relationship long defined by zero-sum enmity. A pragmatic detente is emerging, shaped less by goodwill than by the shared urgency to contain spiraling instability across the region.
Tehran, Riyadh, and the long shadow of history
The long arc of the Hezbollah–Saudi confrontation is impossible to separate from Iran’s post-revolutionary clash with Riyadh. When Ayatollah Ruhollah Khomeini toppled the Shah in 1979 and declared the House of Saud a reactionary tool of western imperialism, the rupture was both ideological and strategic.
The Saudis responded by bankrolling Saddam Hussein’s devastating war against Tehran, and in 1987, relations cratered after Saudi security forces massacred Iranian pilgrims in Mecca. Khomeini’s message was scathing:
“Let the Saudi government be certain that America has branded it with an eternal stain of shame that will not be erased or cleansed until the Day of Judgment, not even with the waters of Zamzam or the River of Paradise.”
Decades later, the so-called Arab Spring of 2011 reopened the wound. While Tehran stood by its state allies in Damascus and Baghdad, Riyadh threw its weight behind opposition movements and fanned the flames of sectarian conflict.
In Yemen, the kingdom launched a military campaign against the Ansarallah movement and allied forces, which Tehran backed politically and diplomatically. After Saudi Arabia executed outspoken Shia cleric Sheikh Nimr al-Nimr in 2016, Iranian protesters stormed the Saudi embassy in Tehran, prompting Riyadh to sever diplomatic ties. The two regional powers would only resume relations as part of Chinese-backed mediation in 2023.
From Hariri’s abduction to assassination plots
Within this regional maelstrom, Hezbollah became a prime Saudi target. When the Lebanese resistance captured two Israeli soldiers on 12 July 2006, to secure the release of prisoners, Riyadh dismissed it as “uncalculated adventures” and held Hezbollah responsible for the fallout.
In Syria, Hezbollah’s deployment alongside former Syrian president Bashar al-Assad’s army placed it in direct opposition to Saudi-backed militants. In Yemen, the movement’s vocal support for the Ansarallah–led government in Sanaa triggered Gulf Cooperation Council (GCC) sanctions and terrorist designations.
Matters escalated in 2017 when Saudi Arabia detained then-Lebanese prime minister Saad Hariri and coerced him into announcing his resignation on television from Riyadh. Late Hezbollah secretary-general Hassan Nasrallah slammed the move as an act of war against Lebanon. The situation de-escalated only after French mediation.
In a 2022 TV interview, Nasrallah revealed that Saudi Crown Prince Mohammed bin Salman (MbS) was ready to authorize an Israeli plot to assassinate him, pending US approval.
Quiet channels, Iranian cover
The Beijing-brokered rapprochement between Tehran and Riyadh changed the regional tone but did not yield immediate dividends for Hezbollah. On the contrary, Saudi Arabia intensified its efforts to roll back Hezbollah’s influence in Beirut, especially following Israel’s October assault on Gaza and southern Lebanon.
Riyadh pressured Lebanese Prime Minister Nawaf Salam to implement the so-called “Barrack Paper,” aimed at politically sidelining Hezbollah and stripping its arms. Speaking to The Cradle, a well-informed political source reveals that the kingdom informed the former Lebanese army commander – now the country’s president – Joseph Aoun, that it would proceed with its plans even if they triggered civil war or fractured the military. The source describes this as emblematic of Riyadh’s short-term crisis management, mirroring Washington’s reactive regional strategy.
Despite this, signs of a tactical shift began to emerge. In September, Nasrallah’s successor, Sheikh Naim Qassem, publicly called for opening a “new chapter” in ties with Riyadh – an unprecedented gesture from the movement’s leadership. According to the same source, this was not a spontaneous statement.
During a visit to Beirut, Iranian national security official Ali Larijani reportedly recieved a message from Hezbollah to Riyadh expressing its openness to reconciliation. In a subsequent trip to the kingdom, Larijani presented the message to MbS.
While initially dismissed, it was later revisited, leading to discreet backchannel coordination directly overseen by Larijani himself.
Tehran talks and guarded understandings
The Cradle’s source adds that since then, three indirect rounds of Hezbollah–Saudi talks have reportedly taken place in Tehran, each under Iranian facilitation. The first focused on political de-escalation, while the latter two addressed sensitive security files, signaling a mutual willingness to test limited cooperation.
One provisional understanding emerged: Saudi Arabia would ease pressure on Hezbollah in Lebanon and drop immediate demands to disarm the movement. In exchange, Riyadh asked Hezbollah to keep its weapons out of Syria – echoing a broader Gulf consensus – and assist Lebanese authorities in curbing drug smuggling networks.
In private, Riyadh reportedly acknowledges Hezbollah’s military resilience as a strategic buffer against Israel’s regional belligerence. The Persian Gulf states no longer trust Washington to shield them from Tel Aviv’s increasingly unilateral provocations – as was seen in the Israeli strikes on Doha in September. But Hezbollah’s dominance in Lebanon remains a challenge to Riyadh’s political influence.
Hezbollah, Saudi Arabia, and the Iranian umbrella
The Hezbollah–Saudi contacts are just one strand in a broader strategic dance between Riyadh and Tehran. According to The Cradle’s source, Saudi Arabia has assured Iran it will not join any Israeli or US-led war, nor allow its airspace to be used in such a scenario. In return, Tehran pledged not to target Saudi territory. These commitments are fragile, but significant.
The source also reveals that US President Donald Trump had authorized MbS to explore a direct channel with Iran, tasking him with brokering understandings on Yemen and beyond. Larijani conveyed Iran’s openness to dialogue, though not to nuclear concessions. MbS reportedly stressed to Trump that a working accord with Tehran was essential to regional stability.
In parallel, Lebanese MP Ali Hassan Khalil, a close advisor to Parliament Speaker Nabih Berri, is expected to visit Saudi Arabia soon following meetings in Tehran. This suggests continued shuttle diplomacy across resistance, Iranian, and Saudi nodes.
Strategic divergence, tactical convergence
Still, no one should confuse these developments with a realignment. Rather than a reset, this is merely a tactical repositioning. For Riyadh, the old boycott model – applied to Lebanon between 2019 and 2021 – failed to dislodge Hezbollah or bolster pro-Saudi factions. Now, the kingdom is shifting to flexible engagement, partly to enable economic investments in Lebanon that require minimal cooperation with the dominant political force.
The pivot also serves Saudi Arabia’s desire to project itself as a capable mediator rather than a crude enforcer. The 7 October 2023 Operation Al-Aqsa Flood has tilted regional equations, while Israeli expansionism has become a destabilizing liability. A Hezbollah–Israel war would not stay confined to the Blue Line. Gulf cities, energy infrastructure, and fragile normalization deals would all be at risk.
From Hezbollah’s side, the outreach reflects both constraint and calculation. The resistance faces growing pressure: an intensified Israeli campaign, a stagnating Lebanese economy, and the need to preserve internal cohesion. A tactical truce with Riyadh offers breathing space, and possibly, a check against Gulf-backed meddling in Syria.
When Sheikh Naim Qassem declared that Hezbollah’s arms are pointed solely at Israel, it was also a signal to the Gulf: we are not your enemy.
The real enemy, for both sides, is the unpredictable nature of Israeli escalation. Riyadh fears being dragged into an Israeli-led regional war that it cannot control. Hezbollah fears encirclement through economic, political, and military pressure. Their interests may never align, but for now, they are no longer mutually exclusive.
Will Saudi Arabia fund Israel’s grip over Lebanon?
By Mohamad Hasan Sweidan | The Cradle | Novmber 27, 2025
In the wake of Israel’s November 2024 apparent ceasefire with Lebanon, Tel Aviv has moved to reshape the post-war order in its favor. Treating Lebanon as a weakened and fragmented state, Israel seeks to impose a long-term, unilateral security and economic regime in the south, bolstered by US backing.
Simultaneously, Saudi Arabia has thrust itself into the reconstruction process as the main Arab financier. But the kingdom risks becoming a junior partner in an Israeli-American project that sidelines it from real decision-making. The question facing Riyadh is clear: Will it bankroll its own marginalization?
Tel Aviv’s vision: Disarmament, deterrence, domination
Israel’s strategy for Lebanon extends far beyond the oft-repeated demand to disarm Hezbollah. It envisions a sweeping transformation of Lebanon into a demilitarized satellite state governed under a US-Israeli security framework. Nowhere is this clearer than in Tel Aviv’s insistence on remaining inside Lebanese territory until Hezbollah is stripped of its deterrent capabilities, not just south of the Litani River, but across the country.
Israeli Defense Minister Israel Katz and former Northern Command chief Uri Gordin have both publicly outlined this goal. Gordin even suggested establishing a permanent buffer zone inside Lebanon to serve as a “bargaining chip” for future negotiations, while Katz confirmed that Israeli forces would remain indefinitely in the south. Tel Aviv no longer seeks temporary deterrence, favoring permanent subordination.
Katz, for his part, has stated “Hezbollah is playing with fire,” and called on Beirut to “fulfill its obligations to disarm the party and remove it from southern Lebanon.”
Most recently, while addressing the Knesset, he warned that “We will not allow any threats against the inhabitants of the north, and maximum enforcement will continue and even intensify.”
“If Hezbollah does not give up its weapons by the year’s end, we will work forcefully again in Lebanon,” Katz reiterated. “We will disarm them.”
According to this blueprint, Lebanon is not considered a sovereign neighbor, but a security appendage to Israel’s northern frontier. State institutions are expected to serve as administrative fronts for a de facto Israeli-American command center. International aid, including funding from Arab states of the Persian Gulf, is being weaponized to enforce this new security-economic order.
From the perspective of Israel, the goals in Lebanon are not limited to the disarmament of Hezbollah. They go beyond that toward a deeper project of transforming Lebanon – especially the south – into a kind of security-economic colony.
This includes consolidating a long-term military presence, imposing new border arrangements, and paving the way for settlement projects or institutionalized buffer zones, as evidenced by current maps showing the presence of Israeli forces at several points inside Lebanese territory.
Saudi Arabia’s options: Pressure or partnership
Enter Riyadh. The Saudi Foreign Ministry has repeatedly called for Lebanese arms to be confined to the state and endorsed the implementation of the 1989 Taif Agreement.
In September, Saudi Foreign Minister Faisal bin Farhan, in a speech to the UN General Assembly, stressed that:
“Saudi Arabia stands with Lebanon, supports everything that strengthens its security and stability, and welcomes the efforts of the Lebanese state to implement the Taif Agreement (1989), affirm its sovereignty, and place weapons in the hands of the state and its legitimate institutions.”
The Saudi envoy to Lebanon, Yazid bin Farhan, reiterated Riyadh’s position: the exclusive right to possess arms must lie with the Lebanese state. In private information, during a meeting between Bin Farhan and Sunni leaders in Lebanon, the diplomat stressed that pressure must be put on disarming the party, even if that requires reaching a civil war.
On the surface, Saudi and Israeli objectives appear aligned. Tel Aviv applies military pressure. Riyadh applies economic and political pressure. Both demand the end of Hezbollah’s armed presence. But while Israel’s aim is absolute control over Lebanon’s security order, Saudi Arabia still seeks a political system that reflects its influence. In this, Tel Aviv’s ambitions collide with Riyadh’s.
However, Israel has no intention of sharing influence with any Arab state – nor even Turkiye. Its model is exclusionary. It views Riyadh not as a partner, but as a bankrolling mechanism to finance the dismantling of Lebanon’s axis of resistance under Israeli terms. As former deputy director of the National Security Council, Eran Lerman put it, Saudi Arabia is merely a pressure tool to bring Lebanon to heel.
Thus, the crux of the matter is this: Riyadh may envision itself as a key stakeholder in post-war Lebanon, but Israel sees it as a disposable auxiliary.
The 17 May redux: Recolonizing south Lebanon
To grasp the depth of Israel’s project, one need only look to its precedents. In 1983, Israel, alongside the US and under Syrian oversight, tried to enshrine a similar model via the 17 May Agreement. That deal called for an end to hostilities, gradual Israeli withdrawal, a “security zone” in the south, and joint military arrangements. In practice, it turned Lebanon into a protectorate tasked with safeguarding Israeli security interests.
Today, after the 2024 war, Tel Aviv is resurrecting that same formula. Israeli forces have remained stationed at multiple points inside Lebanon despite the ceasefire terms mandating full withdrawal. Airspace violations and near-daily raids persist under the pretext of preventing Hezbollah from “repositioning.” Think tanks in Tel Aviv, alongside joint French-US proposals, are now pushing phased disarmament: first the south, then the Bekaa, then the Syrian border, ultimately ending all resistance capabilities.
International support is being dangled as a carrot. Aid from the US, France, Saudi Arabia, Qatar, and others is contingent on Lebanon executing a disarmament plan under International Monetary Fund (IMF) oversight and within a strict timeline. This is the economic arm of the Israeli security project.
More dangerously, Israeli studies suggest that reconstruction of southern villages should be explicitly tied to the removal of resistance forces, while preserving “full freedom of action” for the Israeli army in Lebanese air and land space.
Can Riyadh afford Tel Aviv’s trap?
In parallel with this vision, western analyses close to decision-making circles in Washington and Riyadh show that Saudi Arabia itself sees Lebanon as a pivotal arena in its conflict with Iran. Any serious return to the Lebanese file is linked to the weakening of Hezbollah’s influence.
But the key divergence between the Saudi and Israeli approaches lies in a critical question: Who ultimately holds the keys to decision-making in Lebanon?
Riyadh aims to use its financial and political capital to recalibrate the Lebanese political order in its favor, minimizing Iranian sway while reinforcing its own influence. But Israel’s plan is more radical: to redefine Lebanese sovereignty altogether, placing it under perpetual Israeli security oversight.
In this model, Saudi Arabia – and any other Arab state – is reduced to the role of financier, tasked with implementing terms written in Tel Aviv and Washington rather than contributing an independent Arab vision for the region.
From this angle, Tel Aviv’s persistent invocation of the “military option” in Lebanon works against Gulf interests. It positions Riyadh and its allies as the paymasters for reconstruction, forced to foot the bill for a post-war settlement they had no role in shaping.
If Saudi Arabia concedes to this logic – and fails to leverage its influence in Washington, in Arab diplomatic circles, and in donor mechanisms – it risks forfeiting Lebanon to a joint Israeli-American order.
That order would mirror the defunct 17 May Agreement, only more deeply entrenched. Lebanon would not only be demilitarized. It would become a living model of “security-economic conjugation,” designed to recalibrate regional influence away from the Arab world and toward an Israeli-dominated Levant.
A Gaza Plan that Sidelines the Palestinian State
By Salman Rafi Sheikh – New Eastern Outlook – November 25, 2025
The UN may have blessed Washington’s new Gaza plan, but it reads less like a peace blueprint and more like a manual for managing occupation. Behind the diplomatic fanfare lies a resolution so riddled with contradictions that it could bury — not revive — the prospect of Palestinian statehood.
The “Peace” Plan
The US-backed “peace” plan may bring a halt to active fighting, but it does not — and cannot — deliver peace for Palestinians. At best, it promises a managed quiet under continued Israeli domination. The Trump administration has framed the initiative as a “pathway” to a political resolution, yet the plan carefully avoids the one political reality that matters: Israel’s entrenched refusal to permit Palestinian statehood in any meaningful sense. Within Israel, the backlash to any hint of Palestinian sovereignty has been immediate and ferocious. Last week, far-right ministers Itamar Ben-Gvir and Bezalel Smotrich publicly demanded that Prime Minister Benjamin Netanyahu repudiate all references to statehood, with Ben-Gvir threatening to collapse the governing coalition if Netanyahu failed to comply. Netanyahu has since reassured them — and Washington — that no Palestinian state will be created under his watch. That political reality is already shaping Israel’s conduct on the ground: despite the nominal ceasefire embedded in the plan, Israel continues to bomb Gaza, implying that “security operations” are exempt. Yet the UN Security Council resolution endorsing the US plan offers no enforcement mechanism, no timetable, and no conditions to bind Israel to any political endgame. In practice, it hands Israel full discretion to shape the conflict’s trajectory and its eventual outcome in real time.
The plan’s proposed International Stabilisation Force (ISF) is presented as the key instrument for “restoring order” in Gaza, but the details reveal a deeply asymmetric security architecture. The force will operate under Israel’s operational umbrella — not under an independent UN peacekeeping mandate, and certainly not as a neutral guarantor of civilian protection. Israel has already narrowed the mission to a single objective: disarming Hamas, a demand Hamas has categorically rejected. For states such as Pakistan, which have signalled support for the ISF, the mission is framed in broader terms — the demilitarization of Gaza as a whole. Yet demilitarization, under this plan, is a one-way street. Israel retains full military freedom: ground deployments, aerial strikes, and intelligence operations can continue without restriction. Palestinians, by contrast, are expected to surrender not only armed resistance but any organised capacity to resist Israel’s occupation, settlement expansion, or annexation — even peacefully. This is not a roadmap to stability; it is a security regime designed to institutionalise Palestinian political paralysis. By stripping Palestinians of all coercive or collective leverage while preserving Israel’s overwhelming military advantage, the plan guarantees an imbalance so severe that no political process can emerge from it. Supporters of the ISF may hope the force will facilitate reconstruction or governance, but the structure of the mandate ensures the opposite: it entrenches Israeli control while outsourcing its enforcement to international actors. Far from opening the door to statehood, the plan cements the very conditions that have made such a state impossible. Under these terms, the prospects that the plan will deliver anything of value to Palestinians — let alone genuine sovereignty — are virtually nil.
The Plan and the Arab world
The plan’s swift acceptance across much of the Arab world is not a reflection of regional confidence in its substance. Rather, it reflects geopolitical fatigue and shifting priorities. After a year of devastating images from Gaza, Arab governments face intense domestic pressure to do something, yet lack either the leverage or the appetite to meaningfully confront the US or Israel. Endorsing the plan allows them to claim diplomatic engagement without assuming responsibility for achieving what the plan itself refuses to deliver. For many Arab capitals, particularly those already normalizing ties with Israel or dependent on US security guarantees, the plan functions less as a political blueprint than as a diplomatic escape hatch.
Nowhere is this contradiction clearer than in Saudi Arabia’s position. Crown Prince Mohammed bin Salman (MBS) travelled to the United States this month for high-level meetings, including with President Trump. Publicly, MBS restated Riyadh’s long-held line: Saudi Arabia is willing to join the Abraham Accords, but only if there is a clear and irreversible roadmap to a Palestinian state. Yet Riyadh has conspicuously refrained from criticizing a plan that contains no such roadmap. This silence is not accidental; it is strategic. Saudi Arabia’s overriding objective is to secure a sweeping defence pact with Washington, one that would formally guarantee US protection and enable the kingdom to acquire advanced weapons systems. During his visit, a sweeping defense package was signed, which elevated Saudi Arabia to the status of a “major non-NATO ally,” a move that opens the gates to easier arms transfers and logistical cooperation. On the same trip, Trump confirmed a sale of F-35 jets to Riyadh, marking the first time such fifth-generation fighters would be sold to an Arab country.
That deal, however, is politically impossible for Washington unless Saudi Arabia’s relations with Israel are moving toward normalisation. The Trump administration, unlike the Biden administration before it, sees Saudi–Israeli normalisation as the centrepiece of its regional architecture. Trump called both Israel and Saudi Arabia great allies. MBS understands this and is carefully calibrating his moves, signalling rhetorical support for Palestinian statehood to maintain credibility within the Arab and Muslim worlds while avoiding any criticism that could jeopardize US willingness to finalize the defence agreement. Riyadh’s acceptance of a plan that objectively undermines Palestinian aspirations is therefore not a policy contradiction; it is a diplomatic performance. The kingdom is balancing between two audiences — one domestic, sentimental, and politically sensitive; the other strategic, transactional, and sitting in Washington.
For the Palestinian cause, however, this choreography is devastating. It signals that the Arab world’s most powerful state is willing to sidestep Palestine’s central demand — an enforceable path to sovereignty — in exchange for advanced fighter jets and more. In this sense, the plan is not only shaped by US and Israeli priorities; it is enabled by Arab governments that have recalibrated their regional ambitions away from Palestinian self-determination and toward their own national security bargains.
Salman Rafi Sheikh, research analyst of International Relations and Pakistan’s foreign and domestic affairs
Aramco Betting Big on a New Energy Future
By Vanessa Sevidova – New Eastern Outlook – November 23, 2025
In eastern Saudi Arabia, a strategic pivot is underway that could reshape the global energy landscape for decades to come. Saudi Aramco, the world’s most profitable oil company, long synonymous with crude, is steering a significant portion of its colossal resources toward a different fuel: natural gas.
This isn’t a tentative exploration but a full-throated strategic shift. The company has publicly raised its gas production growth target for 2030 to a staggering 80% above 2021 levels, a sharp increase from its previous goal of 60%. In an era of volatile oil prices and intense global pressure for an energy transition, Aramco is not retreating; it is repositioning, betting that gas will be the cornerstone of its future resilience and growth.
Navigating a shifting oil market
Aramco’s gas push reflects the company’s calculated long-game it continues to play in the oil sector. The kingdom, and by extension Aramco, operates from a position of unparalleled strength. As revealed by CEO Amin Nasser, the cost of producing a barrel of oil in Saudi Arabia is a mere $2, with associated gas coming in at just $1 per barrel of oil equivalent. This is the lowest cost base in the world, a fact that grants the kingdom immense strategic patience.
When oil prices dip, as they have in recent months, hovering around or below $70 a barrel, high-cost producers – particularly U.S. shale drillers – feel the pressure. Analysts note that profitability for many in the shale patch becomes difficult when prices remain under $70, as their drilling and completion costs rise. For Riyadh, a period of lower prices serves a dual purpose: it ensures continued global demand for oil while pressuring rivals and forcing cutbacks in investment that could lead to market share gains for low-cost producers like those in OPEC.
This strategy is backed by unwavering confidence in long-term oil demand. Saudi Energy Minister Prince Abdulaziz bin Salman has been a vocal critic of what he famously termed the “La La Land” scenario pushed by the International Energy Agency (IEA), which had predicted an imminent peak in oil demand. For years, he insisted that hydrocarbons were “here to stay” and that the IEA had transformed from a neutral analyst into a “political advocate.”
In a striking validation of this stance, the IEA recently made a dramatic turn. In its latest World Energy Outlook, the agency acknowledged that global demand for oil and gas could continue to grow until 2050, a direct retreat from its previous peak-demand predictions. OPEC welcomed this as a “rendezvous with reality.” This shift underscores the enduring role of fossil fuels and vindicates Saudi Arabia’s insistence on the need for continued investment in oil and gas supply.
Gas is no longer just a transition fuel
Against this backdrop of oil-market realism, Aramco’s aggressive move into gas is a masterstroke of diversification. But this is not just about finding a cleaner-burning alternative. Within the halls of Aramco’s headquarters in Dhahran, the narrative around gas has fundamentally evolved.
“Natural gas is no longer viewed merely as a transition fuel but has now become an essential and permanent part of the global energy landscape,” said Ashraf Al-Ghazzawi, Aramco’s Executive Vice President of Strategy & Corporate Development. This statement marks a significant rhetorical and strategic shift. Gas is now seen as a critical pillar in its own right.
The drivers for this are twofold. Firstly, there is a pressing domestic demand. For years, Saudi policy has aimed to use more natural gas for electricity generation and industry, freeing up millions of barrels of crude for export rather than burning them at home. This directly boosts national revenue.
Secondly, and perhaps more compelling, is the emergence of a powerful new source of global demand: the digital economy. “It is a key factor in supporting demand growth linked to artificial intelligence and data centers,” Al-Ghazzawi added. The explosive growth of energy-hungry AI data centers is creating a voracious and constant demand for reliable power, which gas is uniquely positioned to provide.
CEO Amin Nasser, in a recent CNBC interview, confirmed that gas is now receiving the lion’s share of the company’s capital investments. He revealed that Aramco is looking to establish its first lithium extraction plant by 2027, a move that ties into the ecosystem of new technologies and energy storage, but gas remains the central focus.
The Jafurah field
The engine of this gas transformation is the Jafurah field, the largest unconventional gas project in Saudi Arabia and one of the largest in the world. Jafurah is the cornerstone of the kingdom’s ambition to become a major global gas player. The increased production target of 80% is expected to lift Aramco’s total gas and liquids output to around six million barrels of oil equivalent per day.
Analysts at JPMorgan noted that this “represents a tangible increase of more than 500,000 barrels of oil equivalent per day compared to previous estimates,” signaling a clear acceleration in the company’s ambitions.
The financial rationale is also compelling. Aramco estimates that its gas expansion will add between $12 billion and $15 billion to its annual operating cash flow by the end of the decade. While gas may be less profitable on a per-unit basis than oil in the current market, it offers a stable and secure income stream. As Jamie Ingram, Managing Editor of Middle East Economic Survey, pointed out, gas represents a “guaranteed and stable source of income because its prices are fixed and the local market is continuously expanding.”
Gas and AI
Aramco’s strategy presents an interesting synergy: it is betting on gas to power the AI revolution, while simultaneously using AI to make its own operations more efficient. The company leverages over 10 billion data points daily and a 90-year historical record to analyze and optimize its performance. Nasser stated that these digital efforts have already yielded $6 billion in added value between 2023 and 2024.
This means that the same AI technology driving up global energy demand is also helping Aramco extract and deliver that energy more cheaply and efficiently, further cementing its low-cost advantage.
New energy reality
The convergence of these factors – Aramco’s gas pivot, the IEA’s revised outlook, and the unrelenting demand from both traditional industries and new technologies – paints a clear picture. The world is entering a more complex energy era than the simple “renewables-only” narrative suggested.
Saudi Arabia, through Aramco, is positioning itself as a master of this complexity. It is leveraging its low-cost oil as a strategic tool to maintain market dominance while simultaneously building a gas behemoth to secure its financial future and power the next wave of technological growth. The message from Dhahran is clear: the future of energy is not a choice between old and new, but a pragmatic, diversified portfolio where oil, gas, and technology are deeply intertwined. In this new reality, Aramco intends to remain the supplier of choice.
Vanessa Sevidova, post-graduate student at MGIMO University and researcher on the Middle East and Africa
Advance at Farzad B signals Iran’s homegrown leap in complex energy projects
Press TV – November 23, 2025
On Saturday it was announced that Iranian companies will soon begin drilling at the strategically important Farzad B gas field in the middle of the Persian Gulf.
The development marks a rare breakthrough for the country’s energy sector after years of delays, sanctions pressure and missed opportunities.
It signals that Iran has finally gained the technical confidence and institutional capacity to push ahead with one of its most complicated shared fields without relying on hesitant foreign partners.
Farzad B lies near the maritime border with Saudi Arabia, close to Farsi Island, in a geologically difficult zone known for high pressures, high temperatures and fractured formations. Those conditions make it significantly more challenging to develop than South Pars, the country’s flagship offshore field.
Yet for nearly two decades, Farzad B remained stuck in negotiations, mostly with Indian companies that once planned to produce gas there and turn it into LNG for export. Each time political conditions shifted, the project stalled.
India pulled out during the first round of sanctions, returned briefly once sanctions were eased, and again withdrew during the Trump-era restrictions even after Tehran accepted New Delhi’s terms, including dropping its LNG ambitions, to keep the partnership alive.
While Iran waited, Saudi Arabia moved forward. Working with a Canadian-led consortium, it began producing gas from the shared field in 2015 and lifted output to roughly 34 million cubic meters a day the following year.
That imbalance carried economic consequences. Iran holds about 70% of the reservoir, and in shared fields, the country that produces less risks losing pressure in its part of the formation, allowing gas to migrate toward the neighbor extracting more aggressively.
In a period when Iran’s domestic demand has been rising and supply strains have become increasingly visible during winter peaks, the long delay at Farzad B was more than a strategic concern. It risked turning a national asset into a gradually shrinking one.
The administration’s response has been to push a broader strategy that focuses on shared fields as part of strengthening economic resilience. It has already delivered results in South Pars, where Iran eventually overtook Qatar in daily extraction, and in the West Karun region along the Iraqi border.
Bringing Farzad B into full development is now seen as a key part of that policy. With foreign partners unable or unwilling to commit, the government turned inward.
In 2017, the National Iranian Oil Company assigned Petropars to manage the project under a master contract covering subsurface analysis, conceptual design, drilling oversight and preparation for full field development.
The decision was a gamble on domestic capacity at a time when sanctions limited access to global finance, equipment and specialist technology.
But it also reflected a shift in economic planning; rather than wait for sanctions relief and return of foreign investors, authorities pushed national contractors to take the lead on the $1.78 billion project.
Over the past two years, that shift has produced visible results. Most notable is the completion and offshore installation of the 2,650-tonne jacked designed and built inside Iran by local companies.
The operation, led by Petropars and executed by the Iranian Offshore Engineering and Construction Company, required a level of engineering competence that industry analysts once assumed was out of reach for domestic firms working without international support.
The roll-up and installation at sea under demanding conditions demonstrates that Iran can carry out heavy offshore construction at a standard that matches global norms.
The technical hurdles go beyond the platform. The gas composition at Farzad B requires advanced metallurgy and specialized alloys for safe transmission. Laying the offshore pipeline is considered one of the most difficult marine engineering challenges attempted in the country.
Processing the high-pressure, high-temperature gas adds another layer of complexity. Yet Iranian engineers say they have now developed the design, equipment sourcing and operational planning needed to manage those conditions.
For a sector accustomed to relying on international contractors for the most complex offshore work, this represents a meaningful shift.
There is also momentum onshore. Officials have finalized the site of the gas processing plant after a series of environmental, geotechnical and risk assessments that included natural hazards, social and economic impact, access to infrastructure and proximity to offshore installations.
The level of preparatory work reflects a determination to avoid the kind of planning weaknesses that contributed to earlier delays.
The expected economic impact is significant. Once operational, Farzad B is projected to add roughly one billion cubic feet of gas per day to Iran’s supply.
That increase matters for a country that has struggled at times to meet domestic demand, manage seasonal shortages and maintain output in aging fields. It also reduces the risk of further reservoir losses to Saudi Arabia and helps safeguard Iran’s majority share of the field.
The project has become a symbol of the benefits of investing in domestic engineering capacity rather than waiting for foreign partnerships that may be derailed by geopolitics.
Petropars, once a secondary contractor in joint projects, has emerged as the emblem of that approach. Its leadership of Farzad B is evidence that Iranian firms can handle highly complex offshore developments even under sanctions and with restricted access to global suppliers.
The recent progress has pushed Farzad B past the stage of plans and declarations into active development.
For an economy navigating sanctions, rising energy needs and long-term pressure on shared fields, that shift marks a phenomenal achievement.
How Saudi F-35s would not erode Israeli air superiority: Report
By Ali Halawi | Al Mayadeen | November 19, 2025
The Trump administration’s move to advance a potential sale of Lockheed Martin F-35s to Saudi Arabia might mark a significant turning point in regional military dynamics. Yet the central question remains: would the acquisition truly grant Riyadh a decisive edge, or will “Israel’s” deeply entrenched air superiority remain firmly intact?
The announcement, made as Crown Prince Mohammed bin Salman (MBS) visited Washington, does not itself consummate a transfer. Any sale would require formal notification to, and likely scrutiny by, the US Congress, and would reopen the fraught question of how Washington preserves “Israel’s” qualitative military edge (QME) while exporting one of the world’s most advanced fighter aircraft. While the operational edge of Israeli pilots and aircrew is evident, the US retains the ability to constrain Saudi F-35 capabilities through technical and software-based controls.
The deal on the table and the road to congressional approval
When a US president signals willingness to sell F-35 aircraft, the next formal step is notification under the Arms Export Control Act and a review period during which Congress can raise objections or seek certifications. For decades, US administrations have treated QME for “Israel” as a legal and political constraint on certain arms transfers; that tradition has informed reviews of past F-35 discussions with the United Arab Emirates (UAE). Any proposed sale to Riyadh will therefore be judged not only on price and offset packages but on assurances that “Israel’s” operational superiority will remain intact; a determination that is both technical and political and could trigger contentious hearings. Members of both parties have in the past conditioned or slowed high-end sales over human-rights concerns, counter-proliferation assessments, and explicit demands to preserve the QME.
However, competing pressures further complicate Washington’s calculus as the Trump administration attempts to solidify its strategic partnership with Saudi Arabia, secure a landmark normalization agreement with one of West Asia’s most influential powers, and counter the expanding Russian and Chinese footprint in the Kingdom’s defense and technology sectors.
Who in the region flies fifth-generation aircraft today
As of today, the Israeli Air Force is the only air force in West Asia operating the F-35s.
Abu Dhabi negotiated for the aircraft in 2020 but later suspended the talks; other Gulf air forces operate advanced fourth-generation fighters but not fifth-generation stealth airframes.
The practical consequence is that a US sale to Riyadh would not simply add another modern fighter to the region; it would introduce a category of capability that, until now, has been regionally singular.
Why the airframe is only half the story
It is important to separate the aircraft’s physical attributes from the invisible systems that make it decisive in combat. The F-35’s important advantages include low observable design or stealth, powerful sensors, sensor fusion, and integrated electronic warfare, which enable pilots and commanders to detect, identify, and engage threats at ranges and with a fidelity earlier generations cannot match.
Much of the F-35’s real combat power does not lie in the airframe but in the software stack that governs nearly everything the jet does:
- Mission-data files (MDFs)
- Electronic-warfare threat libraries
- Radar-emitter databases
- Electronic-attack and jamming profiles
- Sensor-fusion logic
- Weapons-employment algorithms
Most critically, the US controls every layer of this ecosystem for all export customers, except “Israel”.
“Israel’s” F-35I “Adir” has a special agreement allowing the integration of sovereign Israeli-made sensors, electronic warfare systems, and locally developed software add-ons. While the core flight software remains a US product, “Israel” can add its own “plug-and-play” systems and has the authority for some domestic maintenance and upgrades, giving it a level of independence not afforded to other customers. In practice, the platform’s combat potential is as much a product of data and code as it is of metal and jet engines.
This creates a built-in mechanism for Washington to tilt the operational balance decisively toward “Israel,” even if other states receive the same aircraft on paper.
Update priority, withholding certain mission-data libraries, limiting weapons-integration permissions, and controlling sustainment services are all practical mechanisms to maintain an advantage for one operator over another.
“Israel’s” F-35I “Adir” and operational freedom
Israel negotiated an unusually broad set of privileges for the Adir. Unlike most customers, the Israeli regime has been permitted deep customization, integration of indigenous sensors and weapons, unique mission-data development, and a degree of independence from the US sustainment cloud that most operators use.
Those permissions give the Israeli Air Force both practical freedom of operation and a pathway to maintain and evolve its fleet in ways other buyers cannot match.
Israeli mission data files are infused with intelligence drawn from decades of regional aggression. Their electronic-warfare tuning reflects specific threat libraries, and the backlog of locally developed weapons integrations further differentiates the Adir from standard F-35As.
The aircraft can fire the Israeli Python‑5 and Derby/Derby‑ER air‑to‑air missiles, giving it a sovereign engagement capability independent of US munitions. It also carries advanced stand‑off strike weapons such as the SPICE‑1000 and SPICE‑2000 precision‑guided kits and the Delilah loitering cruise missile, enabling deep, accurate attacks against heavily defended targets. Added to this is a bespoke Israeli C4I architecture and a classified electronic‑warfare suite installed directly into the aircraft’s systems, granting the Israeli Air Force full control over threat libraries, jamming profiles, and data links.
The airframe itself has also been adapted to support these systems. The Israelis received rare permission to incorporate custom apertures, access points, and internal wiring channels into the fuselage in coordination with Lockheed Martin, enabling installation and maintenance of its electronics. In addition, “Israel” is the only country known to operate F‑35s equipped with Conformal Fuel Tanks (CFTs), which add 600–800 gallons of fuel along the fuselage without compromising stealth or weapons capacity. These tanks extend the Adir’s operational range, reduce reliance on aerial refueling, and allow longer, deeper-strike missions, providing a level of flexibility and endurance unavailable to any other F‑35 operator.
Software and sustainment
The F‑35’s combat edge lies less in its airframe than in the software, mission-data, and sustainment systems that govern nearly every aspect of its operations. Historically, the US has used software-centric restrictions to preserve the advantage of favored partners, ensuring that certain operators maintain a decisive qualitative edge.
Key instruments include mission-data files (MDFs), which encode threat signatures, radar and SAM profiles, and geospatial threat maps. Operators with richer, bespoke MDFs detect and classify threats more quickly and respond more effectively. Denying or limiting MDF depth to a buyer is therefore a direct mechanism to sustain another operator’s superiority. Similarly, restricting electronic-warfare software, including emitter libraries, advanced jamming and deception modes, and the timing of mission-data updates, can materially degrade an F‑35’s ability to detect, classify, and suppress hostile radars. The operational effect is slower threat identification, narrower jamming envelopes, and less accurate geolocation for Suppression of enemy air defenses (SEAD) operations, giving the Israeli Air Force a persistent edge even if both sides operate the same airframe.
These fundamental differences could prove decisive in a theoretical Saudi-Israeli confrontation. An export-restricted Saudi F-35, with its potentially downgraded software, might detect Israeli emitters seconds later and with reduced precision. In contrast, the Israeli F-35I Adir, equipped with bespoke software, proprietary threat libraries, and its electronic warfare systems, could identify, geolocate, and suppress Saudi radar networks first.
These software controls illustrate how the US could maintain Israeli superiority should the Saudi deal move forward. While technically effective, such safeguards carry grave political and operational costs for the buyer, the same concerns Abu Dhabi cited when it stepped back from F‑35 talks in 2021.
Basing, geography, Israeli red lines
Unlike the UAE, whose main airbases are distant from Israeli interests, parts of Saudi Arabia lie relatively close to Israeli settler populations and military centers. Israeli officials have publicly signalled concern that basing F-35s in western Saudi Arabia would materially shorten flight times into Israeli airspace and therefore elevate risk perceptions in Tel Aviv. Reports also indicate “Israel” is pressing Washington to condition any sale on formal normalization and legally binding basing limits.
Those basing preferences are intimately linked to the software and sustainment controls described above. Even if Riyadh accepted software tiering, “Israel” still wants to condition the basing of F-35 jets to be outside Western Saudi Arabia airstrips.
Why Abu Dhabi balked despite normalization
The UAE’s experience is a near-perfect case study for what Riyadh may face. Abu Dhabi negotiated a package in 2020 under a broader normalization agreement but informed US officials in December 2021 that it would suspend discussions, citing “technical requirements, sovereign operational restrictions, and cost-benefit analysis” as reasons.
Three interlocking fault lines explain why. First, as explained, export conditions on software, weapons, and mission systems sharply limit a buyer’s operational autonomy. Doing anything beyond the approved list requires US authorization and often a long, costly certification process. For a state that prizes independent strike options and rapid operational adaptation, those limits impose real political and tactical costs.
Second, sustainment architecture locks customers into US logistics and updates ecosystems. The F-35’s logistics and health-monitoring systems (ALIS originally, now the ODIN framework) and the global sustainment enterprise mean that maintenance and updates become levers Washington can control.
Third, and more prosaically, the practicalities of preserving stealth require specialized sustainment. Low-observable coatings, seam integrity, and specialized repairs demand trained personnel, approved materials, and certified processes; many of those tasks are regulated and performed under Lockheed-approved protocols or at regional hubs designated by the program. Buyers often cannot fully sustain the low-observable characteristics that make the jet survivable without continuing contractor or US support.
Finally, political and geostrategic concerns compounded the technical ones. Washington’s scrutiny of buyers’ ties to third parties, notably China, and congressional insistence on preserving “Israel’s” QME raised further strings the UAE found difficult to accept, from restrictions on sensitive supply-chain partners to conditioned access to high-end sustainment and software features.
“The Americans want to sell the Emiratis the planes but they want to tie their hands,” a Gulf source told Reuters at the time. The source, speaking on condition of anonymity, said defense deals include requirements for purchasing nations, but that the restrictions in this deal made it unfeasible.
Geopolitical considerations, only amplified by Riyadh’s larger strategic weight and geography, will determine whether Saudi Arabia accepts comparable limits, if imposed by Washington, or walks the same path as Abu Dhabi.
Trump considers skipping disarmament phase of Gaza plan amid deadlock: Report
The Cradle | November 16, 2025
The US is looking to “forgo” the stage of the Gaza ceasefire initiative, which involves deploying an international security force to the strip to disarm Hamas and other Palestinian resistance factions, Israeli media reported over the weekend.
The October ceasefire agreement remains in its first stage as talks continue to stall over the issue of Hamas’s disarmament and post-war administration of Gaza.
This potential change in US direction is causing ongoing negotiations to “deadlock,” an Israeli security source told Hebrew news outlet Channel 13.
The source said Washington is struggling to get commitments from countries to directly participate in disarming the factions.
As a result, it has started to look for “interim solutions, which are currently unacceptable to Israel.”
“This interim solution is the worst there is,” the source added, referring to the plan to forgo disarmament and skip ahead to reconstruction.
“Hamas has been strengthening in recent weeks since the end of the war. There can be no rehabilitation before demilitarization. It is contrary to Trump’s plan. Gaza must be demilitarized,” the Israeli source went on to say.
Channel 13 notes that there has been a collapse in ceasefire talks over Washington’s inability to form the international force – referred to in Donald Trump’s ‘peace plan’ as the International Stabilization Force (ISF).
The US recently submitted a draft for the establishment of the force, and is seeking UN backing to implement the plan along with the rest of Trump’s 20-point ceasefire initiative.
The draft includes a broad mandate for Washington to govern Gaza for at least two years. It also mentions that the ISF will be established in coordination with the Gaza ‘Board of Peace,’ which Trump will head.
Russia has proposed its own draft, which entirely removes the ‘Board of Peace’ clause and calls on the UN to identify “options” for the ISF.
The US draft is expected to be put to a vote at the UN on Monday. On 14 November, the US, Saudi Arabia, Qatar, Egypt, the UAE, Indonesia, Pakistan, Jordan, and Turkiye issued a joint statement backing the US draft. That day, Indonesia said it had readied 20,000 troops for the plan.
Arab and Islamic states have “leaned toward supporting the US draft because Washington is the only party capable of enforcing its resolution on the ground and pressuring Israel to implement it,” a source told Asharq al-Awsat, adding that there is “firm American intent to deploy forces soon, even if that requires sending a multinational force should Moscow use its veto.”
However, multiple reports in western and Hebrew media over the past several days have revealed an Arab unwillingness to directly force Hamas’s disarmament through a confrontation.
“Most countries that have expressed interest in participating in the ISF have said they would not be willing to enforce the disarmament … and would only act as a peacekeeping force,” Times of Israel wrote.
Israel’s Broadcasting Corporation (KAN) reported on Saturday that Tel Aviv is expecting the resolution to pass, and is preparing for the entry of thousands of foreign soldiers into Gaza.
Yemen between two wars: A fragile truce and the shadow of a regional escalation
By Mawadda Iskandar | The Cradle | November 4, 2025
Since mid-October, Yemen has returned to the forefront of the regional scene. Political and military activity has intensified across several governorates, exposing the limits of the current ceasefire. From Sanaa’s view, the phase of “no war and no peace” cannot continue.
Any attack, it warns, will be met with a direct response. Deterrence, it insists, is now part of its core strategy.
Saudi Arabia, meanwhile, is trying to juggle two tracks – military pressure and renewed dialogue through Omani mediation. Riyadh wants to keep its weight on the ground while testing the possibility of a broader settlement.
The US and Israel have again inserted themselves into the mix, each working to block a negotiated outcome that might strengthen the Sanaa government. Washington has revived coordination channels with the coalition, while Tel Aviv watches the Red Sea front and pushes for the containment of Ansarallah-aligned armed forces. Yemen has once more become an overlapping arena of peace talks, foreign manoeuvring, and military threats.
Negotiations under fire
Oman has returned as the main regional mediator, moving to calm tensions after both Sanaa and Riyadh accused each other of violating the 2024 economic truce – the backbone of the UN “road map.” On 28 October, Muscat announced new diplomatic efforts to prevent a wider clash and reopen a political track.
But the situation on the ground shows little restraint. In Saada governorate alone, monitors recorded 947 violations this year, leaving 153 dead and nearly 900 injured. On 29 October, Saudi artillery shelled border villages in Razeh.
Sanaa affirmed that the “reciprocal equation” remains in place, staging a large military parade near Najran to display readiness. Riyadh, in turn, tested civil-defence sirens in its major cities – a move mocked by Ansarallah figure Hizam al-Assad, who said no siren would protect Saudi cities while the aggression and siege continue.
Speaking to The Cradle, Adel al-Hassani, head of the Peace Forum, points out that the crisis is worsening due to the deterioration of the economic situation and sanctions, which have affected more than 25 million Yemenis, while Oman is intervening as a mediator for the de-escalation.
According to Hasani, the roadmap includes two phases: the first is humanitarian, including the lifting of the blockade, the payment of salaries, and the resumption of oil exports; the second is political – to form a unity or coalition government that would coincide with a declared coalition withdrawal. Only that, he says, could stabilize the situation.
Washington and Tel Aviv’s new strategy
After Operation Al-Aqsa Flood and the ensuing war on Gaza, the US-Israeli approach to Yemen has shifted toward hybrid operations – mobilizing local partners, information warfare, and targeted strikes rather than any open intervention.
Sanaa’s recent warning about hitting Saudi oil sites came after detecting moves to create a US-Israeli front against Ansarallah. Israeli Prime Minister Benjamin Netanyahu called the resistance movement “a very big threat,” and Defense Minister Israel Katz threatened airstrikes on Sanaa itself.
The idea is to keep Saudi Arabia under pressure while allowing Israel to act indirectly. Israeli Finance Minister Bezalel Smotrich said the “Yemeni threat” is unresolved and urged Arab allies to take part in containing it.
Western think tanks have echoed this, urging Washington to rebuild Riyadh’s military role after the failure of the Red Sea naval alliance. The head of Eilat Port, Gideon Golber, admitted that maritime trade has been badly hit, adding that “We need a victory image by restarting the port.” A US Naval Institute report also noted that despite spending over $1 billion on air defense and joint operations, control over the corridor remains weak.
Between November 2023 and September 2025, Yemeni forces carried out more than 750 operations in the Red Sea, Gulf of Aden, and Indian Ocean – part of what Sanaa calls a defensive response. Head of the Supreme Political Council, Mahdi al-Mashat, urged Saudi Arabia to “move from the stage of de-escalation to ending aggression, siege, and occupation and implementing the clear entitlements of peace.”
He further accused Washington of using regional tensions to serve Israel. National Council member Hamid Assem added that an earlier de-escalation deal, signed a year and a half ago in Sanaa, was dropped by Riyadh under US direction after Operation Al-Aqsa Flood.
A source close to Sanaa tells The Cradle:
“The movement’s leadership is firmly convinced that the responsibility for these tools cannot be separated from those who created, armed, and trained them since 2015. Therefore, Sanaa affirms that any movement of these tools in Marib, the west coast, or the south of the country will not remain isolated, and will carry with it direct consequences that will affect the parties that supported and supervised the preparation of these groups.”
The source adds that:
“America has long experience with Yemen and may be inclined to avoid direct ground intervention, as its priorities appear to be focused on protecting Israel by striking Ansarallah’s missile and naval capability without extensive land friction. Therefore, it has begun to implement a plan that adopts hybrid warfare: intensifying media pumping, distortion, information operations, and psychological warfare, in addition to logistical and coordination preparations to move internal fronts through local pro-coalition tools.”
This hybrid strategy may coincide with Israeli military and media steps, the source points out, through threats and statements by officials in Tel Aviv, so that the desired goal becomes to “blow up the scene from within” and weaken Sanaa through internal chaos that paves the way for pressing options or strikes targeting its arsenal without direct American ground intervention.
US and UAE movements in the south
Throughout October, the US, Saudi Arabia, and the UAE expanded their presence in the south, west coast, and Al-Mahra to reorganize coalition factions and tighten control. US and Emirati officers arrived in Lahj Governorate, supervising the restructuring of Southern Transitional Council (STC) units from Al-Kibsi Camp in Al-Raha to Al-Mallah district. Security around these areas was reinforced with barriers and fortifications.
In Shabwa and Hadhramaut, joint committees of American and Emirati officers inspected Ataq Airport and nearby camps, counting recruits, running medical checks, reviewing weapons stock, and mapping command chains. Sources say Latin American contractors and private military firms assisted, ensuring resources stayed under external supervision.
In Taiz, another committee visited Jabal al-Nar to evaluate the Giants Brigades, their numbers, and armaments. On the west coast – from Bab al-Mandab to Zuqar Island – construction work is ongoing: terraces, fortifications, and outposts operated by “joint forces” hostile to Sanaa, including Tariq Saleh’s formations. Coordination reportedly extended to naval meetings aboard the Italian destroyer ‘ITS Caio Duilio’ to secure sea routes and “protect Israeli interests” in the Red Sea.
Hasani, who follows these movements, informs The Cradle that “These committees are evaluation and supervisory, not training, and are directly supervised by the US to ensure the readiness of the forces and perhaps as a signal to pressure Sanaa.”
He adds that British teams have appeared in Al-Mahra, while groups trained on Socotra Island are being redeployed to Sudan and Libya under UAE management.
Saudi-aligned Salafi units known as “Homeland Shield” now operate from Al-Mahra to Abyan and Hadhramaut. “These forces are today a pillar of the coalition to reduce the ability of Ansarallah, taking advantage of its religious beliefs, as part of the coalition’s tendency to turn the conflict into a sectarian war,” Hasani explains.
In Al-Mahra, local discontent is growing. Ali Mubarak Mohamed, spokesman for the Peaceful Sit-in Committee, tells The Cradle that Al-Ghaydah Airport remains closed after being converted into a joint US-British base.
“The committee continues to escalate peacefully through field trips and meetings with sheikhs to raise awareness of the community about the danger of militias,” he says, noting that the US presence has been ongoing since the coalition was established, though the exact nature of its presence is unknown.
A map showing the distribution of control in Yemen
Where is Yemen heading?
These field movements are taking place as Washington and Abu Dhabi coordinate more closely with Tel Aviv. After meetings in October between the US CENTCOM commander and the Israeli chief of staff, a new plan began to take shape: build a joint ground network across southern Yemen to contain Sanaa and safeguard the Bab al-Mandab Strait – one of the world’s most critical shipping lanes.
At the same time, the US State Department appointed its ambassador to Aden’s Saudi-backed government, Steven Fagin, to lead a “Civil-Military Coordination Center” (CMCC) linked to ceasefire efforts in Gaza. Regional observers see this as a move to integrate the Palestinian and Yemeni fronts into one framework of US security control stretching from the Mediterranean to the Arabian Sea.
Reports circulating in Shabwa and Al-Rayyan say Emirati officers have been dispatched to Gaza to help organize local brigades – a claim still unconfirmed but consistent with the UAE’s wider operational pattern. Investigations by Sky News Arabia noted similarities in the slogans and structure of UAE-backed militias in Yemen and armed factions in Gaza, hinting at shared logistics and training links.
Adnan Bawazir, head of the Southern National Salvation Council in Hadhramaut, tells The Cradle that the scenario of recruiting mercenaries to fight in Gaza is not proven, but is possible – especially with the assignment of the interim administration in Gaza by Fagin, linking local moves to broader regional plans.
In Hadhramaut, Fagin’s visits to Seiyun, which includes the First Military Region, indicate preparations for a possible confrontation, especially since the area is still under the Saudi-backed Islah’s control in the face of the STC conflict, while Riyadh seeks to reduce Islah’s influence by transferring brigades and changing leadership.
Bawazir also points to suspicious movements in Shabwa and at Ataq airport, where field reports indicate flights transporting weapons to strengthen the front, given the governorate’s proximity to Marib and the contact fronts with Ansarallah, which makes it a hinge point for any regional or local escalation.
The moves are therefore part of three interrelated scenarios.
First, shifting pressure from Gaza to Yemen to compensate for the political and moral losses of Tel Aviv and Washington, while using the pro-coalition factions as a pressure arena against Sanaa. Second, preparing for possible military action in the event of the failure of the negotiations. Third, reorganizing the pro-coalition factions and building a central command that can be directed by Washington, thus turning the brigades into executive tools, ready to escalate the situation internally with a sectarian character.
Each scenario positions Yemen once again as a test field for foreign ambitions. The country remains divided between two trajectories: the possibility of a political settlement through Oman’s diplomacy, and the risk of a new conflict fed by regional competition and foreign control over its coasts and resources.
Whether the coming months bring a deal or another war will depend less on what Yemenis want and more on how their neighbors choose to use their soil.
Washington’s ‘new Gaza’ project meets Gulf pushback
The Cradle | November 2, 2025
Saudi Arabia and the UAE are pushing back against US President Donald Trump’s plan to construct roughly half a dozen residential regions on the eastern half of Gaza, which is currently under Israeli control, The Times of Israel reported on 2 November.
Citing two Arab diplomats familiar with the matter, The Times of Israel said that Trump and his real estate developer son-in-law, Jared Kushner, have proposed the plan to donors in the Gulf to build the “new Gaza” on the eastern side of the strip only, which is now under direct Israeli control.
Following the 11 October ceasefire agreement, Israeli forces withdrew to the east of a “Yellow Line” drawn up during the negotiations to divide Gaza into two parts. Hamas remains in control of the territory to the west of the line.
The partial withdrawal leaves Israeli forces in direct control of at least 53 percent of Gaza.
Trump’s plan to build residential areas in the Israeli-controlled east of Gaza reportedly envisions the Israeli army “gradually withdrawing to the other side of the Gaza border and leaving the Strip altogether,” The Times of Israel wrote.
However, such a withdrawal is conditioned on the establishment of an International Stabilization Force (ISF) for postwar Gaza, and the disarmament of the Hamas.
“With those two conditions for continued Israeli withdrawal so difficult to meet, the US is not waiting to begin the reconstruction process,” The Times of Israel added.
The US wants the international force to deploy to the west of the Yellow Line, the area remaining under Hamas control.
Washington also wants its Arab allies, Saudi Arabia and the UAE, to pay for the force.
However, the diplomats stated that the wealthy Gulf states are pushing back on the plan, as are Indonesia, Azerbaijan, Turkiye, and Egypt, who are expected to provide troops.
These nations are reluctant to assist Washington without a clear UN mandate or agreement with Hamas to hand over its weapons, the two Arab diplomats said. They also want to first deploy their forces on the east of the line to replace Israeli troops.
This information aligns with a previous Israel Hayom report, which revealed that Saudi Arabia, Bahrain, and the UAE had warned the US administration that they would not take part in Gaza’s reconstruction unless Washington enforced the ceasefire terms on Hamas and ensured the group’s disarmament.
Israel is also backing four militias as part of a project to oust Hamas and create a “new Gaza,” according to a report released by Sky News on 25 October.
These armed groups – which throughout the war have been engaged in hostilities against Hamas on behalf of Israel – are currently operating along the Yellow Line of Washington’s ceasefire map, in Israeli-held territory.
Jared Kushner stated he wishes to begin building on the Israeli side of the Yellow Line, in particular on the ruins of the destroyed city of Rafah in the south of the strip on the Egyptian border.
“The US proposal envisions as many as one million Palestinians — around half of Gaza’s population — moving to the residential areas on the Israel-held side of the Yellow Line,” The Times of Israel stated.
Kushner plans to complete the construction of these areas within two years, even if Israeli forces have not withdrawn by then, the two diplomats briefed on the plan stated. Both Arab diplomats concluded the timeline was “highly unrealistic.”
“Palestinians may not want to live under the rule of Hamas, but the idea that they’ll be willing to move to live under Israeli occupation and be under control of the party they also see as responsible for killing 70,000 of their brethren is fantastical,” one of the Arab diplomats said.
Additionally, there is no guarantee Palestinians would be allowed to return and live in the new housing developments. If Israeli forces remain in control of the area, Tel Aviv could decide to house Jewish Israeli settlers in the newly built neighborhoods instead, leaving Palestinians to languish in tents on the other side of the line.
One diplomat stated the Trump White House plans to sponsor a UN Security Council resolution to establish the international security force later this month, possibly before Saudi Crown Prince Mohammed bin Salman visits the White House for talks on the future of Gaza on 18 November.
Kushner and Vice President JD Vance previously stated the US and Israel are considering a plan to divide Gaza into separate zones, one controlled by Israel and one by Hamas, with reconstruction only taking place on the Israeli side until Hamas is disarmed and dissolved.
Vance and Kushner summarized the plan during a press conference in Israel on 22 October, explaining that no funds for reconstruction would go to areas that remain under Hamas’s control.
“There are considerations happening now in the area that the [Israeli army] controls, as long as that can be secured, to start the construction as a new Gaza in order to give the Palestinians living in Gaza a place to go, a place to get jobs, a place to live,” Kushner said.
Kushner is seeking to “create an environment that would be safe for the billions of dollars in investment needed to rebuild,” the Wall Street Journal (WSJ) commented.
“White House officials said Kushner is the driving force behind the split-reconstruction plan, having devised it alongside special envoy Steve Witkoff,” the WSJ said.
The financial newspaper added that with time, Israel could take more territory in Gaza from Hamas, and try to replicate what it has done in the occupied West Bank, with Israel taking complete security control while “forcing Gazans into small, unconnected areas of control.”
“Gaza has represented the only patch of territorial contiguity for a Palestinian state,” explained Tahani Mustafa, a fellow with the European Council on Foreign Relations.
“A plan like this could end up creating what Palestinians feared.”
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From the Archives
History and Biblical Scholarship: Al-Quds Is Not Jerusalem
By Dr. Elias Akleh | Global Research | July 3, 2018
The Zionist Israeli state calls on the Old Testament/Torah as a historical document to prove its legality to “re-claim” Palestine; their god’s promised land. To assert this legality and the myth of the promised land Zionist Organization, since its establishment, had recruited the science of archaeology, employing western Christian biblical archaeologists, to provide the required “historic” proof of the right of the Jews; alleged modern Israelites, to Palestine. This became very critical after Julius Wellhausen; the biblical scholar and Professor Ordinarius of Theology and head of the German School of Biblical Criticism, published his 1883 book “Geschichte Israels”, later titled as “Prolegomena zur Geschichte Israels” claiming that the Old Testament/Torah stories were invented during the Babylonian exile to serve certain theological and political purposes.
American biblical scholars and archaeologists, such as William Fox Albright, were recruited to refute Wellhausen’s claims. Albright was endorsed by covertly Zionist financed Biblical Colloquium; a scholarly society devoted to the analysis and discussions of biblical matters, and the preparations, publication, and distribution of biblical literature to brainwash readers and students with a specific theological ideology. Albright, as well as other biblical archaeologists like him, was also honored (bribed) by the American Friends of the Israel Exploration Society. His writings; such as “Why the Near East Needs the Jews”, are flagrant racist Zionist propaganda ignoring the vast archaeological history of the indigenous Palestinians while emphasizing the fake unproven Israelites’ narrative in Palestine. … continue
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