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Comment by JumpCrisscross

1 day ago

Context:

(1) “The United Arab Emirates,” today “made a shock request of [Pakistan] — repay $3.5bn immediately” [1].

(2) Saudi-Emirati relations were at an all-time low before the Iran War [2]. (Saudi Arabia just bailed Pakistan out of its Emirati loan. Saudi Arabia and Pakistan agreed a mutual-defence treaty last year [3].)

Put together, we’re seeing an Emirati-Israeli axis emerging to balance Saudi hegemony in the Gulf and Iranian hegemony over the Persian Gulf. I’d expect to see an Emirati deal with Egypt and India next if this hypothesis is correct.

What I don’t yet see is the ambition of the endgame. Is it Saudi Arabia backing off in Africa? Or is it seizing the Musandam Peninsula, islands of the Strait and possibly even territory on the other side?

[1] https://www.ft.com/content/99073d6e-4b57-417f-88fb-7a2c0e55e...

[2] https://www.nytimes.com/2025/12/30/world/middleeast/yemen-sa...

[3] https://en.wikipedia.org/wiki/Strategic_Mutual_Defence_Agree...

Shouldn’t UAE be upset their entire economy has absolutely rammed by the war started by Israel? At least the Saudis have pipelines - UAE is fucked

  • It's more complex than that.

    Saudi Arabia has the East-West Pipeline [1] that takes ~7Mbpd (million barrels per day) of oil to Red Sea ports to avoid the Strait of Hormuz. They were already using it so there's not a lot of extra capacity they can get out. If we continue up the escalation ladder, the next big risk is that the Houthis close Bab al-Mandab, which is a not-quite-as-narrow but still vulnerable chokepoint to the Red Sea.

    The UAE has the ADCOP (Abu Dhabi Cross Oil Pipeline) [2], which takes ~1.8Mbpd to the Gulf of Oman. This is beyond the Strait of Hormuz but not that far so technically is still vulnerable to drone attacks (in particular) from Iran if, again, we climb the escalation ladder.

    The real issue is American security guarantees to GCC nations have been shown to be an illusion. Heck, the US can't protect their own bases in the region. Also, the US can't protect maritime traffic through the Strait. I mean this is in all seriousness: there is no military solution to this problem short of the use of nuclear weapons.

    That means we are now in a situation where the US has to either split with Israel and offer Iran significantly better terms than they had before the war, likely including the lfiting of economic sanctions, or the US has to sit and watch the world plunge into recession and Asian countries in particular are going to burn. And who knows what a prolonged impasse will do to Europe, particularly come winter.

    So far, the US seems to prefer letting the world burn rather thans plitting with Israel.

    A protection racket ceases to be a protection racket if it no longer offers protection.

    [1]: https://en.wikipedia.org/wiki/East%E2%80%93West_Crude_Oil_Pi...

    [2]: https://en.wikipedia.org/wiki/Habshan%E2%80%93Fujairah_oil_p...

    • > […] or the US has to sit and watch the world plunge into recession and Asian countries in particular are going to burn.

      Perhaps worth noting that the US is not unscathed in this, as oil/petroleum is a global market that includes the US. US domestic gas pump prices (which is input into everything, including groceries) go up when global oil prices go up. Not to mention things like fertilize (and, as a lot of people suddenly found out, the importance of helium).

      And it's not like the US can practically stop exports, as a lot what the US produces can't be processed by their own refineries (at least at prices palatable to the consumer).

      * https://blog.drillingmaps.com/2025/06/this-is-why-us-cant-us...

      So it's not wrong to say that the world may end up in a global recession, and Asian countries have more acute problems that will hit sooner than the US, but the US will also face those issues if things drag on.

    • > Asian countries in particular are going to burn

      They won't sit still, though. Eventually, if this were tried, we'd see Chinese-flagged tankers buying passage rights from Iran and being escorted by PLAN ships.

      No way does Commander TACO take that shot. The US interdiction threat in the gulf is empty, and everyone know it. Iran gets paid at the end of every story. The whole boondoggle has been a failure for the US in every analysis.

      3 replies →

    • > So far, the US seems to prefer letting the world burn rather thans plitting with Israel.

      That is the plan: After decoupling the EU from Russia gas by provoking the Ukraine war, now it is time for the Asian countries to be cut off from gulf oil/gas, so the US fracking projects become economical and the entire "allied" countries depend on the US petrostate.

      It is the only way to preserve US hegemony. Since this long term project is bipartisan, higher gas prices in the US don't matter before the midterm elections.

      The only difference in foreign policy between Trump and Biden is that Trump is more risk taking and often spells out the real intentions, such as "we'll take the oil".

    • >That means we are now in a situation where the US has to either split with Israel and offer Iran significantly better terms than they had before the war, likely including the lfiting of economic sanctions, or the US has to sit and watch the world plunge into recession and Asian countries in particular are going to burn. And who knows what a prolonged impasse will do to Europe, particularly come winter.

      I have the impression that somehow if the world will go into a recession, China will come out ahead. It looks like they either prepared for it or they have enough space to maneuver.

  • Iran started the war. They threatened the USA funded Hamas and Hezbollah and the Houthis. The US decided to respond but that’s more a surprise they didn’t do something earlier.

    • When your opponent in an argument is this disconnected from reality, that's when you realizing engaging rationally is fruitless. This is just hasbara propaganda and Zionist lies and it has no place in a civil discussion.

    • totally. iran’s navy was advancing towards us east coast, their bombers were getting ready to fly over the atlantic and rain down on us heavily. we were all sitting here scared shitless of iran :)

  • The UAE is over-collateralized. They can sustain such a conflict for a very long time.

  • > Shouldn’t UAE be upset their entire economy has absolutely rammed by the war started by Israel?

    It's pretty convoluted logic to blame Israel for Iran attacking the UAE.

Someone's going to have to provide me with an explainer of how many different proxy forces are involved in Yemen. I can barely keep up with Lebanon and have forgotten Syria.

  • > an explainer of how many different proxy forces are involved in Yemen

    RealLifeLore has been doing a decent job covering it [1].

    The broad summary is you have the Saudi-backed unity government, the Iranian-backed Houthis, who claim all of Yemen but practically want North Yemen, and the UAE-backed STC, who also claim all of Yemen but practically want South Yemen. Emiratis bring the Israelis to the party. The Iranians bring the Russians. The Saudis bring various international elements (I know less about them than the Houthis and STC).

    [1] https://m.youtube.com/watch?v=IgD7zmJN3_A&pp=0gcJCVACo7VqN5t...

  • Best of luck! These proxy wars have existed since the days of Assyria. 3000 years and running.

    Kind of depressing thought actually.

    • Not really there are time of instability but large stretches of stable government usually under a single empire the Persians, Rome, Caliphs and then Ottomans. The current shit show is due to a western induced collapse of the ottomans and then western powers ensuring no single nation can once again enforce that stability.

      1 reply →

    • Lots of things have existed throughout history, yet we have overcome them in the last few hundred years. There is peace in Europe (west of Russia) which had as ancient conflict as Yemen; there is democracy, freedom, women have equal rights in much of the world, starvation and many diseases are mostly overcome, warfare is very rare and not an omnipresent threat, ...

      Thank goodness our predecessors didn't think this way. They thought that through reason, hard word, and humanism they could overcome these things, and they did. No doubt there were plenty of naysayers.

      What will we do with our turn?

      8 replies →

You are missing this interesting, and confidential until now, deployment of Israeli forces in UAE:

"Israel sent "Iron Dome" system and troops to UAE" - https://www.axios.com/2026/04/26/israel-iron-dome-uae

Also...their central bank governor quietly asked the US Treasury for a dollar swap line...Combined with the Pakistan $3.5B recall and OPEC exit, that is three coordinated moves of a cashflow stressed country...and of course the US is being asked to extend taxpayer backed dollar credit to the same royal family that bought 49% of Trump's crypto company four days before inauguration...

https://fortune.com/2026/04/19/uae-talks-us-possible-financi...

  • UAE is in a tough spot because while they have diversified from oil, the industries they have diversified into like tourism, air travel and banking, were relying on a halo of safety that turns out to not exist.

    • Also, for tourism they aren't exactly welcoming to western culture. They don't even allow trans or non binary people (X) to transit to other places at dubai or abu dhabi. Can't have your cake and eat it.

      5 replies →

  • I think it's not so much that they don't have liquid assets they can sell.

    The issue is those liquid assets are US Treasuries and US public market equities (mag7 etc.).

    They don't really want to sell them, and they also know that the US really doesn't want them to sell them - the last thing Trump wants heading into the midterms is an S&P500 bear market and 10y treasuries heading back to 5+%.

    So they ask for a swap line and they're negotiating from a position of strength, the US doesn't have much of a choice but to give them as much as they need and damn the consequences

  • This kind of cooperation is not unprecedented, for example they've collaborated in the occupation of Socotra.

Saudi Arabia and Somalia agreed upon military cooperation early this is year. Egypt and Turkey are in this axis as well. Somaliland was recognized by Israel late last year. UAE and Ethiopia are on this axis. Part of the endgame might be lifting the Middle East from a transit zone to a logistics hub.

"Emirati-Israeli axis"

I'd add the US to that as well. Both the UAE and Israel are highly (practically solely) dependent on US for their military tech and supplies.

> Put together, we’re seeing an Emirati-Israeli axis emerging to balance Saudi hegemony in the Gulf and Iranian hegemony over the Persian Gulf. I’d expect to see an Emirati deal with Egypt and India next if this hypothesis is correct.

Don't Egypt and Israel hate each other though? Could UAE feasibly align with both?

  • Virtually all Arabs hate Israel but Arab governments are more varied. The modern Egyptian state is oriented toward close partnership with the US, and a large part of that was peace with Israel post '73.

    So yes, the UAE could align with both.

    • > Virtually all Arabs hate Israel

      This is true, but Emiratis are a notable exception. The UAE may be the only Arab country where Jews are not only allowed to live, but can do so safely without fearing either their neighbors or their government.

      For example, last year when a rabbi was murdered, the Emirati government reacted forcefully and made a point to sentence the perpetrators to death. Note, the perpetrators were not Emiratis.

      > The modern Egyptian state is oriented toward close partnership with the US, and a large part of that was peace with Israel post '73.

      While also true, the relationship between Israel and Egypt has been tense lately.

      They are at peace, and the border is stable. And economic integration is tightening, for example with the recent $35B gas deal [1]. So it's plausible that UAE could align with both, as you say.

      But at the same time, it's just as plausible that this alignment will become increasingly complicated for geopolitical reasons. As Israel grows stronger in the region, Egypt seems to have adopted a strategy of indirectly undermining them.

      For example, Egypt's handling of the Gaza war has indicated that they were playing a double game - openly containing Hamas, while covertly allowing them to grow stronger. When the IDF captured Rafah in 2024, they uncovered massive smuggling tunnels under the Egypt-Gaza border, which could not possibly have been unknown to Egypt.

      Sisi is also known for having cracked down on the Muslim Brotherhood domestically, as they were his primary political rival. But externally, he has shown a willingness to support them as a tool to weaken his rivals, including Israel. This is a dangerous game which could easily backfire.

      One more example: just this week Egypt is conducting a live fire military exercise 100m from the Israel border - a deliberate decision that is escalating tensions. [2]

      [1] https://www.egyptindependent.com/all-you-need-to-know-about-...

      [2] https://defencesecurityasia.com/en/egypt-live-fire-drills-is...

      3 replies →

    • Various Arab states maintain this balancing act between a virulently anti-Israel population and a US-aligned (in most cases, US-installed) regime that’s tacitly okay with the existence of Israel.

      It’s actually surprising it’s achievable for so long but in the long term doesn’t feel stable given the direction things are headed

      18 replies →

  • They're not buddies per se, but Egypt was the first ME country to normalize relations.

    • They've also been cooperating on blockading Gaza for a couple of decades. Israel gets most of the attention for that, mostly rightfully so, but people seem to forget that there's a border with Egypt too and that has also had very limited access.

      35 replies →

  • Egyptians and Israelis hate each other, not their governments. They're on friendly terms relatively speaking.

    • Israelis do not hate Egyptians... The Arab world has a major Jew-hatred problem, but the reverse it not true.

      Remember that 20% of the Israeli population is Arab.

      2 replies →

  • If Egypt were a democracy, its government would hate Israel. That's why the current dictator overthrew the last democracy and had its elected leader die in jail, and that same dictator is now supported heavily by US funding

As I recall, it was Saudi Arabia that largely bank rolled Pakistan's "not party to the Nuclear Non-Proliferation Treaty" weapons program [Ω](?) .

[Ω] https://en.wikipedia.org/wiki/Pakistan_and_weapons_of_mass_d...

So there's that.

  • > ... bank rolled Pakistan's not party to ...

    They bank rolled Pakistan's not party to the treaty? Sorry I can't parse this sentence.

    Did you munge two sentences i.e. Saudi Arabia bankrolled Pakistan's nuclear weapons, and also Pakistan is not party to the treaty?

    • My bad, it's late in the evening here and I typed something that works when spoken with emphasis and timing (at least in my head).

      I added quotes, it should say that Pakistan's weapons program is one that is outside the Nuclear Non-Proliferation Treaty as Pakistan is not a party to it.

      2 replies →

  • We all live in a yellow cake submarine..

    Its a pakistani submarine, with exclusive saudi-royalty members on the bridge.

    We should build a city that is a statistical bunker- basically a line, for the edge case of jihadist insurgents getting the forbidden eggs in the cake.

Thank you for this analysis! MSM doesn’t seem to be covering this and it’s hard to know what’s going on if you’re not familiar with the region.

> Egypt

Already aligned with the KSA [0]

> India

Already aligned with the UAE [1]

---

IMO the Pakistan aspect is overstated. This is a reversion to the norm of KSA-Pakistan relations before Imran Khan completely destroyed it by fully aligning behind Qatar and Turkiye when both were competing against KSA.

[0] - https://www.aljazeera.com/news/2026/1/5/egypt-says-it-shares...

[1] - https://thediplomat.com/2026/01/india-uae-embark-on-a-strate...

  • > Egypt is aligned with the KSA

    It’s complicated [1]. My low-key guess is cutting off Pakistan was intended to send a message to Cairo.

    > Already aligned with the UAE

    Aligning. To my understanding there isn’t a treaty yet.

    > the Pakistan aspect is overstated

    Pakistan isn’t the cause. It’s the canary. These moves happening in quick succession (strategically, over the last year, and tactically, in the timing of these announcements) speaks to previous assumptions being fair to be questioned.

    [1] https://www.washingtoninstitute.org/policy-analysis/egypts-t...

    • > My low-key guess is cutting off Pakistan was intended to send a message to Cairo

      Abu Dhabi and Cairo have been misaligned for years since the Sudan Civil War began (UAE backs the RSF and KSA+Egypt back the Army) as well as the UAE backing Abiy Ahmed in Ethiopia at the expense of their traditional partner KSA.

      > To my understanding there isn’t a treaty yet.

      This is as close as it will get. New Delhi doesn't "sign" defense treaties unless pushed to a corner, because it reduces maneuverability.

      The Pakistan-KSA alignment was already cooking after IK was overthrown. I think I mentioned it before on HN (need to find the post I wrote) but given the primacy Pakistan has had in US-Iran negotiations well before the war as well the PRC's increasingly miffed attitude at Pakistan following the CPEC attacks, the US most likely brokered a back-room realignment between PK and KSA.

      A neutral-to-ambivalent India with a pro-America Pakistan is better for the US than a completely aligned India with a pro-China Pakistan.

      TODO: citations

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