Gulf Nations Face New Reality, Whether Cease-Fire Holds or Not

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The countries will have to re-evaluate their relationships with Israel, Iran and the United States after a war that has exposed their vulnerability.

Smoke rises from behind a building. In the foreground is a highway, on which a motorcycle is passing by.
Smoke rising from Dubai’s international airport after an attack last month. Credit...Agence France-Presse — Getty Images

Vivian Nereim

April 8, 2026, 6:17 a.m. ET

With a fragile cease-fire announced between the United States and Iran, leaders in Persian Gulf countries are grappling with a troubling new reality.

Politicians, investors and residents in wealthy cities like Dubai and Doha once believed they were essentially immune to the region’s conflicts. The American-Israeli war with Iran has smashed that assumption.

Gulf countries must repair the damage caused by thousands of Iranian missiles and drones. Most expect their economic output to shrink this year because of disruptions to their energy exports.

But they are also being forced to re-evaluate their relationships with Israel, Iran and the United States — their main security guarantor — now that the war has exposed the vulnerability of their oil fields, water desalination plants, hotels and airports.

“All that we have with the U.S. today does not provide the guarantee we need now,” said Abdulaziz Sager, chairman of the Gulf Research Center, a think tank in Saudi Arabia. “Will that stop any attack against us? No.”

Governments wishing for a viable alternative guarantor, however, may find that there is none. And if the cease-fire becomes a more durable end to the war, they could be left to face a weakened Iran that can still periodically attack them.


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