Gulf states will need Turkey to counter Iran

Subject Relations between the Gulf states and Turkey. Significance After 2011, Turkey and most of the Gulf Cooperation Council (GCC) states shared a mutual commitment to removing President Bashar al-Assad from power in Damascus. However, after the defeat of anti-Assad rebel forces in Aleppo in December 2016, Ankara shifted its focus to the prevention of Kurdish autonomy in northern Syria, seeking an alliance with Moscow. Impacts Turkey and the GCC will still consult closely on Syria, but with an increased focus on diplomacy and less military support for the rebels. Ankara will resist involvement in Yemen, but is likely to emphasise solidarity with the Saudi-led campaign against the Iran-linked Huthis. Turkey’s relationship with Qatar will be especially close, given strong ideological ties between the ruling Al Thani family and Erdogan.

Significance In October, Netanyahu travelled to Oman -- the first visit there by an Israeli premier in decades. In the past few years, relations between Israel and most of the six Gulf Cooperation Council (GCC) member states have warmed, but this has not been publicised. More recently, GCC states have become less concerned whether their relations with Israel become public knowledge. Meanwhile, the United States is encouraging rapprochement as one of the anchors of its Middle East policy. Impacts Netanyahu may soon visit Bahrain, the first public visit by an Israeli leader to the country. Relations with Qatar will follow a separate track to other Gulf states. A political opening would create economic opportunities.


Subject Prospects for the Gulf states to end-2020. Significance All Gulf Cooperation Council (GCC) countries have ordered large cuts in public spending. As governments implement economic measures to cope with the effects of the COVID-19 pandemic, regional disputes including the war in Yemen, tensions with Iran and the Qatar boycott will remain high on the agenda. The GCC 's failure to seize the opportunity offered by the pandemic to reinvigorate cooperation to fight the disease reflects a deeper malaise.


Subject Prospects for the Gulf states in 2016 Significance Oil prices are biting into government revenues and increasing pressure for economic reform. However, Gulf Cooperation Council (GCC) governments are prioritising regional policy following the international nuclear deal with Iran.


Subject Prospects for the Gulf states to end-2017. Significance Gulf Cooperation Council (GCC) countries agree on the need to check Iran’s regional aspirations, but differ radically on how to achieve this goal -- pushing Saudi Arabia, Bahrain and the United Arab Emirates (UAE) to open confrontation with Qatar and leaving Kuwait and Oman caught uncomfortably in the middle. At the same time, they face the major challenge of adjusting their economies to long-term expectations of lower oil revenue.


Subject The Gulf 's cybersecurity agenda. Significance Offensive cyber capabilities are technological tools for intruding into external digital networks to delete, steal or manipulate data. All six states of the Gulf Cooperation Council (GCC) – Bahrain, Kuwait, Oman, Saudi Arabia, the United Arab Emirates (UAE) and Qatar -- are developing these capabilities in the face of multiple threats. Impacts There is currently no indication that the GCC states are preparing cyberattacks against critical infrastructure. GCC states will continue relying on Western and Israel private firms for advanced surveillance tools. Efforts to nationalise the cybersecurity sector will advance slowly. Cyber espionage is almost certainly a fourth, covert GCC goal.


Subject Prospects for the Gulf states in 2022. Significance The six member states of the Gulf Cooperation Council (GCC), especially Saudi Arabia, are enjoying the windfall from a tight global energy market that has pushed up oil and natural gas prices. They have also coped effectively with the healthcare challenges of the COVID-19 pandemic, laying the groundwork for positive economic prospects in 2022.


Subject The outlook for Gulf privatisation. Significance In a new age of austerity after the 2014 oil price collapse, the state-driven growth model in Gulf Cooperation Council (GCC) states has reached its limit. All GCC governments are pushing the private sector to contribute more to national investment, the provision of public services and the diversification process. Privatisation plays a critical role in the austerity drive, but the political economy of the GCC distributive state makes conventional privatisation strategies difficult to implement. Impacts Economic demand -- including for privately provided services and infrastructure -- will depend on state spending for the foreseeable future. Full-out privatisation of key industrial assets is unlikely, as these fulfil critical public policy and development functions. Saudi Arabia's massive planned Aramco IPO faces many stumbling blocks, and may end up being a much smaller, 'downstream only' sale.


Subject Prospects for the Gulf states in 2017. Significance Gulf Cooperation Council (GCC) governments are in the process of gradually lifting state subsidies on power, fuel and water, while watching for signs of social unrest stemming from the rising cost of living at a time of high youth unemployment. For the majority, concern at Iran’s expanding regional influence is a key foreign policy priority.


Subject Prospects for the Gulf states in 2019. Significance The six states in the Gulf Cooperation Council (GCC) have seen solid economic improvements in 2018 on the back of higher oil prices, and Bahrain has avoided a debt crisis, with help from its neighbours. However, the region remains deeply divided over policies towards Qatar, Yemen and Iran. The assassination of journalist Jamal Khashoggi has shaken Saudi Arabia’s international standing and undermined its core narrative of economic and social reform.


Significance Compared with the international norm, Gulf monarchies have unusual flexibility in granting and revoking nationality. This practice has risen sharply since the 2011 Arab uprisings. Under the social contracts underpinning the ruling families’ legitimacy, citizenship is framed as a gift rather than a basic human right, and can be revoked on suspicion of disloyalty. Impacts Opposition to citizenship stripping will strain relations between Gulf states and Western countries. The Qatar boycott will further erode the tenuous notion of pan-Gulf Cooperation Council (GCC) citizenship rights. A struggle over citizenship rights could eventually lead to a push for democratisation.


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