Economic goals drive Indian-Israeli-Emirati-US ‘quad’

Significance The grouping has been widely described as a new ‘quad’. This label is inspired by the Quad, a long-standing group comprising India, the United States, Australia and Japan. Impacts The United States will increasingly encourage Saudi Arabia to pursue normalisation of relations with Israel. China, Pakistan, Iran and Turkey will step up economic and defence collaboration with each other. Delhi-Ankara relations will become more strained.

Subject Iran's cyber capabilities. Significance Tehran has invested in its technology sector in recent years to become one of the world’s most cyber-capable nations. Though perhaps not on the same level as China and Russia, it is not far behind. Iranian hackers have carried out successful attacks in a number of countries, including Saudi Arabia and the United States. Impacts Saudi Arabia is Iran’s primary target for cyber operations, followed by Saudi supporters such as the United Arab Emirates and Bahrain. Iran will augment its own cyber warfare capabilities through proxies such as the 'Syrian Electronic Army'. US reversals over the nuclear deal may lead Iran to unleash a new wave of cyberattacks against US interests.


Significance Israel sees rising risks from developments in Syria, especially the implementation of four ‘de-escalation zones’ agreed on May 6 by Russia, Iran and Turkey after talks in Astana. Netanyahu is concerned that these -- especially the southern zone, implemented in cooperation with the United States and Jordan -- will entrench an Iranian military presence in post-war Syria, including in areas close to the Israeli border. Impacts Rising Iranian spending on its ballistic missile programme will exacerbate Israeli concerns. The eighth round of UN-mandated Syrian peace talks in Geneva this month will assume implementation of the de-escalation zones. Shared concerns over Iran will boost Israel’s ties with some Sunni Arab governments, especially Saudi Arabia. Turkey’s enhanced coordination with Iran will not undermine growing economic and energy ties with Israel.


Subject The Trump administration's policy on the Libya conflict. Significance In recent weeks, the United States has pursued a more active foreign policy towards Libya. This is a departure from its position of the past eight years of ‘leading from the back’ on Libya and comes as US President Donald Trump faces an impeachment investigation and elections in November 2020. With the vote approaching, Trump's opponents have increasingly criticised his position on Moscow, drawing attention to the presence of Russian mercenaries in Libya. Impacts Ties with Egypt, the UAE and Saudi Arabia, and the relative influence Russia has with them, will weigh on the administration’s thinking. The State Department may push more actively for a ceasefire when a conference of external actors in Libya takes place in Berlin. A ceasefire could fragment the forces fighting Haftar without robust external guarantees that his forces would not violate it.


Subject Kurdish-Arab tensions in north-east Syria Significance Significant protests between April and June by Arab tribes in north-eastern Syria against Kurdish governance have subsided in north-eastern Syria after Saudi Arabia intervened to encourage de-escalation. However, the underlying causes, including grievances over economic distribution, heavy-handed security methods and a lack of Arab representation in decision-making, have not been resolved. Impacts A deterioration in cooperation between Arab tribes and the SDF may facilitate the operations of IS sleeper cells. The United States and partners will look for further ways to alleviate the concerns of Arab tribes in the area. Ankara and Damascus, which both have designs on the north-east, will play up protests to justify intervention. A mooted Turkish invasion of the border area could radically shift the power dynamic in the region.


Significance The advent of a new US administration has presented Egypt with an opportunity to reaffirm its regional strategic importance, but also created new risks. Impacts The United States will remain an important factor in Egyptian foreign policy and military procurement, but it is no longer central. An accommodation between Egypt and Turkey may be feasible, and Saudi Arabia could support it, but the UAE might oppose it. Sisi will ignore Western criticisms of Egypt’s human rights record, calculating that the risk of any effective sanctions is low.


Significance The United States, Russia and other international powers agreed a cessation of hostilities in Munich last week, scheduled to begin on February 18. However, the deal requires confirmation by Syrian rebel factions and the Syrian government. It comes amid substantial regime gains in Aleppo province that lay the ground for the retaking of rebel-held eastern Aleppo city. Impacts Russia and Iran are likely to succeed in their plan to transform the conflict from a civil war to a manageable insurgency. Saudi Arabia and Turkey are unlikely to intervene directly to support the rebels; but the risk of miscalculation and escalation remains. Turkey is likely to relent to international pressure to allow refugees over the border.


Significance Egypt has started to take delivery of an array of weapons systems, including advanced fighter aircraft and naval vessels, from Russia and France. These orders supplement equipment from the United States, which has been Egypt’s main source of weapons since the 1978 Camp David Accords. Amid an acute economic crisis, Cairo’s military procurement spree raises questions about regime motives. Impacts The rapidity of the military build-up may mean that the army will be unable to man the advanced weapons systems with qualified operators. Egypt is purchasing much of the military hardware on credit, which could further the decline of the struggling Egyptian economy. Egypt could use its newly acquired hardware to vie for regional power and influence with Saudi Arabia, Iran and the United Arab Emirates.


Significance Bajwa visited Iran last November. Pakistan is recalibrating its Gulf diplomacy amid deteriorating relations with the United States and burgeoning ties with China. Impacts India may resist any Chinese attempts to link Pakistan’s Gwadar port with Iran’s Chabahar port. If former Pakistani Prime Minister Nawaz Sharif is convicted of corruption, he may again be exiled to Saudi Arabia. Saudi Arabia will continue to be a major source of remittances to Pakistan.


Subject Oman-Iran relations Significance Oman is the only Gulf Cooperation Council (GCC) member that maintains formal relations with all states in the region, including Iran, which has fallen out with the two most powerful GCC states, Saudi Arabia and the United Arab Emirates (UAE). Oman’s diplomatic channel to Tehran enables it to play the role of mediator between the United States and its Arab allies on the one side and Iran on the other. Indeed, US Secretary of State Mike Pompeo called Sultan Qaboos on May 16 to discuss alleged Iranian threats. Impacts An outbreak of hostilities between the United States and Iran would leave Oman isolated from other GCC states. Oman would reap economic benefits as a transshipment centre for Gulf states if Saudi Arabia and the UAE fight with Iran. A worsening Gulf crisis would increase smuggling between Iran and Oman, with Tehran eager to keep supplying Huthi rebels in Yemen.


Significance The pope’s trip highlights the efforts of several Gulf countries to brand themselves as religiously tolerant. Both the UAE and Saudi Arabia are also hoping that the promotion of tolerance will be good for their relations with the United States and Europe, changing perceptions that they have fostered radicalism. Impacts Saudi Arabia will make its moves more slowly and cautiously than other Gulf states. Saudi religious conservatives may object to visits by priests, although their objections are unlikely to be loudly voiced. Abu Dhabi and Riyadh will highlight progress on religious freedom to distract from the Yemen war and (for the latter) the Khashoggi affair.


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