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A Saudi Arabian Pivot to Asia?

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As Saudi Arabia’s Crown Prince, Mohammad bin Salman (MbS) wraps up his week-long tour of Pakistan, India and China, many have been left contemplating the implications of his travels in light of the region’s evolving geo-politics. For Western observers, MbS’s attempts at shoring up Saudi Arabia’s alliances with these states are being seen as an attempt at shifting Riyadh’s focus eastwards as an alternative to his ties to the West. This ‘pivot to Asia’ has been further characterized as the result of MbS being snubbed and sidelined by Western powers as part of the condemnation and fallout resulting from the death of dissident journalist Jamal Khashoggi. As evident from his interactions (or lack thereof) with world leaders at the G20 Summit held in Buenos Aires last November, the more immediate objective of this visit appears as an attempt to disassociate the crown prince from the personal ignominy he faced at the summit.

However, looking beyond the timing and contextual background of MbS’s current standing in the West, there exist a broad range of long-term objectives which Riyadh appears to be working towards within the ambit of the crown prince’s ‘Vision 2030.’ While Western media outlets have termed this tour as MbS’s attempts at bolstering and re-affirming his relevance as the Middle East’s premier strongman, the Crown Prince’s statements otherwise suggest a clear acknowledgment of the shifting strategic and economic dynamics of Asia vis-à-vis the rest of the world.

His focus has thus not only been on consolidating and re-affirming past relationships such as with Pakistan, but also on laying the foundations of key trade and economic partnerships with India and China. In the case of the latter two, these partnerships are understandably based on the growing energy needs of two of the world’s fastest growing economies. This in turn bears both economic and strategic implications, especially considering how both China and India are also two of the largest importers of oil from the Kingdom’s arch-rival, Iran.

Hence, out of the key agreements signed during the Crown Prince’s tour, the most salient investments that stand out are the ones aimed at developing long-standing partnerships around the three countries’ expanding energy sectors. In China, this entails the $10 billion refinery and petrochemical complex to be developed jointly by Saudi Aramco and Norinco in the Chinese city of Panjin. In India, there is the $44 billion refinery being built in Ratnagiri, Maharashtra in which Saudi Aramco holds a joint 50% stake with the Abu Dhabi National Oil Company. And in Pakistan there is the $10 billion oil refinery planned for Gwadar, a key component of the China Pakistan Economic Corridor (CPEC) and China’s Belt and Road Initiative (BRI).

All of these investments represent Saudi Arabia’s attempts at building more long-term economic ties in line with the growing energy needs of these countries. The scale of these investments, along with the crown prince’s own statements given during this tour mark the stark reality that it is Asia rather than the West that is to serve as an increasingly important market for the Middle East’s energy supplies in the years to come. Even in the case of Pakistan, whose economic capacity for large investments pales in comparison to the economies of China and India, the Saudi Crown Prince was unequivocal in stating that Saudi investments in Pakistan were representative of his firm belief that Pakistan is to play an increasingly important role in the region’s future.

This role is likely to emanate directly from the key geo-economic and geo-strategic position Pakistan holds as part of China’s Belt and Road Initiative. Hence, out of all the investments in energy outlined above, the recently announced Saudi investment in Gwadar holds immense significance within the region’s broader strategic and economic dynamics. It is in effect a clear indication of Saudi Arabia’s willingness to play a more prominent role within the BRI framework set by President Xi Jinping,

This however does come with its own set of implications for China. On the one hand, China is actively looking for external investors and sources of funding to help shoulder the risks and liabilities being incurred by BRI projects. On the other hand, China’s ties with Iran both within and outside the BRI framework, would require it to carefully balance its relationship between both countries. China’s willingness to engage with Saudi Arabia under the ambit of the BRI is also likely to be determined by the extent to which Riyadh is willing to do business beyond its attempts at isolating Iran. This would in turn also be determined by the extent to which Saudi Arabia’s long and historic ties with the US play into its equation with respect to both China and Iran.

At present, both Saudi Arabia and the US are equally aligned on the issue of Iran. As US sponsored sanctions against the import of Iranian oil begin to gradually take effect, for Saudi Arabia there in lie the benefits of economically isolating Iran while filling the resulting supply gap with Saudi crude. Based on these dynamics however, even though India may be more amenable to US pressures on curbing its imports of Iranian oil, China remains a completely different story.

Research Associate and Program Coordinator for the China Study & Information Centre (CS & IC) at the Strategic Vision Institute, a non-partisan think tank based out of Islamabad. He can be reached at waqas[at]thesvi.org

Middle East

Public opinion surveys challenge the image Arab leaders like to project

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Several recent public opinion surveys send a mixed message to autocratic reformers in Saudi Arabia, the United Arab Emirates, and Qatar, which hosts this year’s World Cup in less than two months.

The surveys reveal contradictory attitudes among Arab youth towards religion as well as widespread rejection of notions of a moderate Islam and formal diplomatic ties with Israel.

One survey, published this week by Dubai-based public relations agency ASDA’A BCW, revealed that 41 per cent of 3,400 young Arabs in 17 Arab countries aged 18 to 24 said religion was the most important element of their identity, with nationality, family and/or tribe, Arab heritage, and gender lagging far behind. That is 7 per cent more than those surveyed in the agency’s 2021 poll.

More than half of those surveyed, 56 per cent, said their country’s legal system should be based on the Shariah or Islamic law.

Seventy per cent expressed concern about the loss of traditional values and culture. Sixty-five per cent argued that preserving their religious and cultural identity was more important than creating a globalized society.

Yet, paradoxically, 73 per cent felt that religion plays too big a role in the Middle East, while 77 per cent believed that Arab religious institutions should be reformed.

Autocratic Arab reformers will take heart from the discomfort with the role of religion and skepticism towards religious authority that stroked with earlier surveys by ASDA’A BCW, which has conducted the poll annually for the past 14 years.

Even so, the greater emphasis on religion as the core pillar of identity, concern about traditional values and culture, and the call for Islamic law cast a shadow over social reforms introduced by Crown Prince Mohammed bin Salman in Saudi Arabia and President Mohammed bin Zayed in the UAE.

Moreover, the poll results were published as Qatar debates how to deal with potential conduct by World Cup fans that violates Qatari law and mores, such as public intoxication and expressions of affection, pre-marital sex, and sexual diversity.

Qatar has suggested that World Cup fans caught committing minor offences such as public drunkenness would escape prosecution under plans under development by authorities.

While Saudi Arabia’s rupture with religious ultra-conservatism that long was the kingdom’s hallmark was stunning, reforms in the UAE were the most radical in their break with Islamic law that constitutionally constitutes the principal source of the country’s legislation.

Mr. Bin Salman’s reforms severely restricted the authority of the religious police, lifted the kingdom’s ban on women’s driving, enhanced women’s rights and opportunities, loosened gender segregation, and introduced western-style entertainment – all measures that are essentially not controversial in much of the Muslim world but went against the grain of the kingdom’s ultra-conservative segment of the population and clergy.

That could not be said for Mr. Bin Zayed’s equally far-reaching changes that decriminalized sexual relations out of marriage and alcohol consumption for UAE nationals and foreigners and lifted the prohibition on living together for unmarried couples.

Mr. Bin Zayed’s reforms are expected to persuade some fans to base themselves in the UAE during the World Cup and travel for matches to Qatar, which is socially more restrictive.

Even so, the ASDA’A BCW survey suggests that the reforms in the kingdom and the Emirates may not have been embraced as enthusiastically by a significant segment of the youth as the two countries would like public opinion to believe.

Separate surveys by the Washington Institute for Near East Policy showed that 59 per cent of those polled in the UAE, 58 percent in Saudi Arabia, and 74 per cent in Egypt, disagreed with the notion that “we should listen to those among us who are trying to interpret Islam in a more moderate, tolerant, and modern way.”

The youth’s quest for religion and traditionalism strokes with youth attitudes toward democracy and diplomatic relations with Israel.

Autocratic leaders will likely be encouraged by the fact that a whopping 82 per cent of those surveyed by ASDA’s BCW said stability was more important than democracy. At the same time, two-thirds believed democracy would never work in the Middle East.

Three quarters saw China, followed by Turkey and Russia as their allies, as opposed to only 63 per cent pointing to the United States and 12 per cent to Israel. Even so, they viewed the US as having the most influence in the Middle East, but a majority favoured US disengagement.

Yet, the United States and Europe continued to constitute preferred destinations among 45 per cent of those polled seeking to emigrate.

However, despite widespread skepticism towards democracy, leaders will also have noted that 60 per cent expressed concern about the increased role of government in their lives.

The establishment two years ago of diplomatic relations with Israel by four countries included in the ASDA’A BCW survey — the UAE, Bahrain, Morocco, and Sudan, — and the fact that Saudi Arabia has become more public about its relations with the Jewish state and its desire to establish diplomatic ties once a resolution of the Israeli-Palestinian conflict is found is likely to have shaped responses in the surveys.

Aware of public hesitancy, Saudi Arabia, together with the Arab League and the European Union, this week convened a meeting in New York on the sidelines of the United Nations General Assembly to explore ways of dusting off the 1982 Saudi-inspired Arab peace plan.

The plan offered Israel recognition and diplomatic relations in exchange for creating a Palestinian state in territories occupied by Israel during the 1967 Middle East war.

For his part, Yair Lapid expressed support for a two-state solution in his address to the assembly. It was the first time Mr. Lapid backed two states since he became prime minister and the first time since 2017 that an Israeli prime minister spoke in favour of Palestinian statehood.

Nevertheless, only 14% of the Egyptians polled in the Washington Institute surveys viewed their country’s 43-year-old peace treaty with Israel and the more recent establishment of diplomatic relations with the Jewish state by the UAE and others as positive.

In contrast to the UAE, Bahrain, and Morocco, where Israeli business people, tourists, and residents have been welcomed, only 11 per cent of Egyptians surveyed favoured the normalisation of people-to-people relations.

Similarly, 57 per cent of Saudis surveyed by the institute opposed the normalization of the kingdom’s relations with Israel. Still, a higher percentage in the kingdom and the UAE than in Egypt, 42 per cent, agreed that “people who want to have business or sports contacts with Israelis should be allowed to do so.”

To sum it all up, the message is that autocratic reformers appear to be far ahead of significant segments of their populations even if public attitudes may be contradictory.

For now, keeping the lid on freedom of expression and dissent helps them maintain their grip but casts a shadow and a doubt over the image they work so hard to project.

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Middle Eastern Geopolitics in The Midst of The Russo-Ukrainian War

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Russia’s national interests have been harmed by the West’s efforts to obstruct Eurasia’s integration and provoke conflict. Support from the United States and the European Union for Ukraine’s anti-constitutional coup d’état sparked a societal upheaval and a bloody conflict. Right-wing nationalist ideology is getting more and more popular, Russia is being painted as an enemy in Ukrainian society, the violent resolution of internal problems is being gambled on, and a profound socioeconomic catastrophe is making Ukraine a chronic centre of instability in Europe and along Russia’s border.

US military-biological labs in Russia’s neighbours are being expanded. There are four ways Russia utilizes to keep the world safe: political, legal, diplomatic, and military. To protect national interests, armed force can be employed only after all other options have failed.

NATO has effectively rendered Russia’s Black Sea control worthless in terms of gaining access to warm water. “Irresponsible” would be a better word to describe Ukraine’s attempt to join NATO. Russia’s Eurasian aspirations are jeopardized by Ukraine’s proclivity for self-determination. From Ukraine to Abkhazia, Russia seeks to control the northern Black Sea coast and to turn it under its sovereignty. For Russia, it is necessary to remove Western influence from this region and Russia’s immediate surroundings. However, it is impossible for Ukraine to remain “neutral” because of its geopolitical and ethnic realities.

Russia’s geopolitical security is threatened by Ukraine’s borders and sovereign orientations, which are equivalent to invading Russia’s land. Eastern Ukraine (east of the Dnieper River to the Sea of Azov) is inhabited by Great Russians and Orthodox Little Russians, whereas the rest of the country is controlled by Ukrainians. Anti-Russian sentiment runs deep in Crimea, a region with a wide range of nationalities (such as the Tatars). Crimea is under Moscow’s authority for strategic reasons. From Chernigov to Odessa, an area has cultural ties to Eastern Ukraine and a place in the Eurasian geopolitical context.

The Eurasian core (Russia) and the European core (Germany) should work together to complete the long-term disengagement between Europe and the United States by forming a Eurasian continental military complex.

Russian intervention in Ukraine is urgent in order to avert an attack by NATO. The foregoing suggests that Russia’s policy of severing all ties with Western security systems in the vital territory directly adjacent to Russia is being carried out in Ukraine. The only way to achieve this aim peacefully is to use force.

There are two main actors engaged in this conflict; the Russian Federation (the official heir to the USSR) and the United States, which is slipping in several soft and hard power indicators. Paul Kennedy saw imperial overstretch as a precursor to strategic decline for the United States, while Richard Barnet predicted decline for the United States in the 1980s. Flora Lewis’ research, published a year after Paul Kennedy’s, confirmed the fall of the United States. It was prophesied by James Schlesinger that the United States will lose both its economic and military power. Peter Passell and Tom Wicker argued that the United States has lost its economic and scientific leadership to Japan because of its dependence on foreign sources of raw resources and energy.

According to Niall Ferguson’s 2004 study on US diclinism, the United States wants to expand free markets, the rule of law, and representative government around the world, but it is unwilling to make the long-term investments in human capital and financial resources necessary to end conflict resulting from state inefficiency. When it comes to internal weaknesses like financial deficits and people power, as well as ignoring global responsibilities, he thinks that the United States is a failing empire that refuses to accept its own demise. “Terrorist” groups and organized crime gangs will fill the void, he predicts. Ferguson sees this as a strong endorsement of the US-China-European partnership.

Biden should not threaten China and should treat Russia as a serious power in Eurasia, as argued by one of the most anti-EU thinkers in the United States, Francis Ferguson, Jr. An analysis conducted by the US National Intelligence Council in 2008 predicted that the international system would become more multipolar due to the emergence of new major powers, the continuation of economic globalization, the transfer of wealth from the West to the East, and the expansion of sub-state and supra-state entities.

According to the report, by 2025, there would be less disparities between regions and governments in the international system. In order to avoid further collapse in Russia’s interior and to enlarge Russia’s critical space, each empire looks to exploit geostrategic territories. NATO’s laxity has made it easier for the other empire (the United States) to halt its collapse and strengthen relations with Europe.

All of the foregoing has an impact on the Middle East, particularly on the Arab region. The Middle East is no longer a priority for US policy, according to President Joe Biden’s strategic plan. Some countries in the region have attempted to compensate for the loss of the United States by forging ties with Israel to counter internal opposition and strengthen the anti-Iran coalition.

It is possible that the Ukraine issue could divert American attention away from the Middle East in the next months, which could have an impact on Arab relations with Israel, Iran and Turkey. Because of the lack of response from the Middle East in response to US demands about the Ukrainian issue (blockade of Russia, military support for Ukraine, increased gas and oil production, etc.), there has been a “relative” shift in the region’s position in US strategy.

Currently, there are many thorny issues in the Middle East, including: Russia’s policy in the Arab region is hampered by its inability to overcome regional power imbalances. Russian, Iranian and Israeli differences. Reconciling Iran with Gulf States and a number of Arab nations. Reconciling the security needs of Israel and Syria. Israeli demands vs. Russian pledges on Palestinian rights.

The trade volume differential between Russia and the Arab region just adds to the complexity of these political issues already in existence. Over the previous three years, Russian trade with the Arab world has averaged $18 billion each year. One group of Arab countries imports Russian civilian goods, such as wheat and iron, whereas the other group imports Russian military equipment. Russia exports civilian goods to Egypt, Morocco, UAE, Saudi Arabia, Tunisia, Jordan, and Qatar. After Syria, Algeria (81 percent), Iraq (44 percent), Egypt (41%), and the United Arab Emirates (5.3%), Russian arms sales to Arab countries account for 21 percent of Russia’s overall sales, or $5 billion yearly, making them the top five countries acquiring Russian weaponry.

It’s not uncommon for relations between Arab countries that acquire Russian civilian items and those that import Russian military hardware to be strained. In the near future (within the next five years), when Russia’s global economic embargo will cover more civilian items than military ones, it will be difficult for Russia to limit the influence of Arab disputes on its relations with all Arab countries.

Due to its military-to-civilian trade imbalance, Russia may have to reassess its regional priorities. Relations between the Arab world and Russia could take a dramatic turn in the near future. Russia’s trade with Israel ($3.5 billion) and Iran ($777 million) is impossible to compare. Even in light of the boycott, Russia’s relations with Iran and Israel will be problematic.

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Creating Building Blocks for Cooperative Security in the Middle East

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Fading hopes for a revival of the 2015 international agreement that curbed Iran’s nuclear program potentially puts one more nail in the coffin of a regional security architecture that would include rather than target the Islamic republic.

The potential demise of the nuclear agreement, coupled with America redefining its commitment to Middle Eastern security as it concentrates on rivalry with Russia and China, spotlights the need for a regional security forum that would facilitate confidence-building measures, including common approaches to transnational threats such as climate change, food security, maritime security, migration, and public health.

Mitigating in favour of a firmer grounding of the reduction of regional tension is the fact that it is driven not only by economic factors such as the economic transition in the Gulf and the economic crisis in Turkey, Iran, and Egypt but also by big-power geopolitics.

China and Russia have spelled out that they would entertain the possibility of greater engagement in regional security if Middle Eastern players take greater responsibility for managing regional conflicts, reducing tensions, and their own defense.

Rhetoric aside, that is not different from what the United States, the provider of the Middle East’s security umbrella, is looking for in its attempts to rejigger its commitment to security in the Gulf.

In addition to the emerging, albeit tentative, unspoken, macro-level big power consensus on a more inclusive, multilateral approach, efforts by the major regional powers – Saudi Arabia, the UAE, Turkey, Israel, and Iran, except for as it regards ties between the Jewish state and the Islamic republics — to reduce tensions and put relations on a more even keel, contribute to an environment potentially conducive to discussion of a more broad-based security architecture.

The need to focus on conflict prevention and improved communication between regional rivals alongside more robust defense cooperation is evident irrespective of whether the Iran nuclear accord is brought back from the dead, given that the covert war between Israel and Iran will continue no matter what happens.

Israeli officials this month warned that an Israel airstrike against Syria’s Aleppo airport was a warning to President Bashar al-Assad that his country’s air transport infrastructure would be at risk if he continues to allow “planes whose purpose is to encourage terrorism to land,” a reference to flights operated on behalf of the Iranian military and Revolutionary Guards.

Even so, the Biden administration remains focused on broadening responsibility for a regional security architecture that targets Iran rather than an inclusive structure that would give all parties a stake, seek to address root problems, and stymie an evolving arms race.

The administration has encouraged security cooperation between Israel, the United Arab Emirates and Bahrain, the two Arab states that two years ago established diplomatic relations with Israel, and Saudi Arabia, which has changed its long-standing hostile attitudes towards the Jewish state but refuses to formalise relations in the absence of a resolution of the Palestinian problem.

The year’s move of Israel from the US military’s European to its Central Command (CENTCOM) that covers the Middle East facilitates coordination between regional militaries. In a first, Israel this year participated in a US-led naval exercise alongside Saudi Arabia, Oman, Comoros, Djibouti, Somalia, Yemen, and Pakistan, countries with which it has no diplomatic relations, as well as the UAE and Bahrain.

In March, top military officers from Israel, Saudi Arabia, Qatar, Jordan, and Egypt met in the Egyptian resort town of Sharm el-Sheikh to discuss the contours of potential military cooperation.

Similarly, the US, the UAE, Bahrain, and Saudi Arabia are attempting to create a regional air defense alliance. In June, Israeli Defense Minister Benny Gantz claimed the partnership had already thwarted Iranian attacks.

Similarly, the United States, Saudi Arabia, and Israel are working on a fleet of naval drones to monitor Gulf waters and ward off Iranian threats.

Furthermore, CENTCOM plans to open a testing facility in Saudi Arabia to develop and assess integrated air and missile defense capabilities.

Scholar Dalia Dassa Kaye argues that focusing on confidence-building aspects of cooperative security involving a dialogue that aims to find common ground to prevent or mitigate conflict rather than collective security that seeks to counter a specific threat is one way of breaking the Middle East’s vicious circle.

The Association of Southeast Asian Nations’ (ASEAN) patchwork of security structures, alliances between external powers and individual association members, and inclusive regional forums demonstrate that the two security approaches are not mutually exclusive.

The ASEAN model also suggests that, at least initially, a less centralized and institutionalized approach may be the best way to kickstart moves towards regional cooperative security in the Middle East.

Negotiating an agreement on principles guiding regional conduct on the back of exchanges between scholars, experts, and analysts, as well as informal, unofficial encounters of officials, could be a first step.

To be sure, Iran’s refusal to recognize Israel and its perceived goal of destroying the Jewish state likely constitutes the foremost obstacle to initiating an inclusive, cooperative security process.

The carrot for Iran will have to be credible assurances that the United States, Saudi Arabia, and Israel will not pursue regime change in Tehran and recognize that Iran’s security concerns are as legitimate as those of others in the region. However, even that could prove to be a tall order, particularly if the negotiations to revive the nuclear accord fail.

Nevertheless, that may be the only realistic way of putting Iran’s support for militants in various Arab countries, including Lebanon’s Hezbollah Shiite militia, various pro-Iranian paramilitary groups in Iraq, and Houthi rebels in Yemen, as well as the Islamic republic’s ballistic missiles program – the two major concerns of Israel and the Gulf states — on an agenda to which Iran is a participating party.

Ms. Kaye argues that “despite these serious obstacles, it is important to present a vision and pathway for an inclusive, cooperative process when a political opening emerges, or when a crisis erupts of such severe magnitude that even bitter adversaries may consider options that were previously unthinkable.”

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