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Gulf moves to strike its own Iran deal as US influence fades

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Gulf states are quietly reshaping the balance of power in the Middle East, opening direct talks with Iran as confidence in Washington's security guarantees continues to erode. While the US and Tehran race to secure a longer-term agreement, regional powers are pursuing their own parallel strategy to protect trade, energy exports and national security.

The flurry of diplomacy signals a decisive shift. Gulf leaders are no longer prepared to rely solely on American backing as tensions with Iran remain dangerously high.

Regional Diplomacy Accelerates

A series of meetings involving Iran, Oman, Qatar and Saudi Arabia has laid the groundwork for a post-conflict regional order. Central to the discussions is the future of the Strait of Hormuz, through which roughly a fifth of the world's oil supplies pass.

Officials are exploring how shipping can continue safely while weighing possible financial arrangements that could persuade Tehran to make security concessions. The talks are separate from ongoing US-Iran negotiations but reflect growing Gulf determination to secure their own interests.

Hormuz Becomes Iran's Biggest Bargaining Chip

Despite public support for unrestricted navigation, Gulf governments privately accept that Iran is unlikely to surrender its leverage over the strategic waterway.

Proposals reportedly under discussion include "service fees" linked to demining operations, environmental protection or insurance requirements. Iran has already moved to tighten its grip by requiring vessels to carry Iranian insurance through its newly established Gulf Strait Authority.

The prospect of any form of transit charge is likely to trigger fierce opposition from President Donald Trump, who has repeatedly ruled out allowing fees in the strait.

Security Fears Drive New Alliances

Recent threats by Iran's Revolutionary Guards and fresh attacks on commercial shipping have reinforced Gulf concerns that Tehran intends to keep pressure on regional rivals even during negotiations.

Those fears are pushing Gulf capitals to strengthen direct engagement with Iran while expanding military partnerships beyond Washington. Kuwait has deepened defence ties with Turkey, while Saudi Arabia, Qatar and the UAE have all pursued new drone agreements with other partners.

America No Longer Holds a Monopoly

The wider message is unmistakable. Gulf states still view the United States as the cornerstone of their defence architecture, but they no longer see it as a guarantee.

Years of shifting US policy towards Iran, the collapse of previous nuclear agreements and uncertainty over Washington's long-term commitments have convinced regional governments to build contingency plans. Rather than placing all their trust in a single ally, Gulf leaders are now pursuing multiple security strategies—balancing American support with regional diplomacy and a broader network of defence partnerships.

Gulf plans to cut the US out of Iran deal - AOL

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