Shielded yet Isolated: The Shifting Balance of Power in the Middle East

Shielded yet Isolated: The Shifting Balance of Power in the Middle East

Executive Summary:

In today's Middle Eastern theater, a comparative analysis of the balance of power between Iran and Israel reveals Israel’s growing strategic isolation. As long as hawkish Zionism continues to dictate Israeli policy, the prospect of Saudi Arabia officially normalizing diplomatic relations remains highly improbable.

1. Historical Context: The Twin Pillars of U.S. Hegemony

Historically, the geopolitical architecture of the Middle East rested on two main pillars: Saudi Arabia and Israel. Acting as the region's primary power brokers, both nations operated under the overarching security umbrella of the United States, which served as the central hegemon coordinating regional interests. This dynamic created a complex, often paradoxical, strategic environment.

  • The Eight-Decade Saudi-U.S. Alliance:

Rooted in the landmark 1945 Quincy Agreement, this alliance has long been a cornerstone of Middle Eastern politics. The U.S. committed to guaranteeing the security of the Saudi royal family and the Persian Gulf, in exchange for reliable access to Saudi Arabia’s vast hydrocarbon resources and the integration of the petrodollar system.

  • The Lifeline Bond Between Israel and the U.S.:

Conversely, since Israel’s founding in 1948, Washington has served as its paramount benefactor, providing indispensable military hardware and diplomatic cover. This unwavering backing ensured Israel’s survival through multiple conventional wars with neighboring Arab states and Egypt. It also enabled Israel to systematically expand its territorial control—culminating in the U.S. recognition of Jerusalem as its capital. However, this unchecked expansion has come at the cost of deep, enduring grievances across the wider Arab world.

Despite profound ideological rifts and a history of warfare, the modern paradigm eventually shifted. Both Riyadh and Jerusalem came to recognize their mutual alignment under U.S. guardianship. This unspoken understanding prevented a total fracture in Arab-Israeli relations and laid the covert groundwork for future diplomatic maneuvers.

2. Pragmatic Realignment: The Evolution of Saudi Posture

At first glance, it seems deeply paradoxical that Saudi Arabia recently restored ties with Iran (Israel’s chief adversary) while maintaining a staunchly critical stance on the Palestinian issue. However, a deeper analysis reveals that Riyadh is executing a calculated policy of "strategic autonomy" and "flexible diplomacy," engaging both directly and indirectly with Israel to safeguard its own economic and security interests.

This shift is most clearly articulated by Crown Prince Mohammed bin Salman (MBS), the architect of modern Saudi foreign policy:

  • 2018: MBS sparked a diplomatic paradigm shift by stating that Israel has a "right" to its own land and that Jews have the right to a nation-state. He emphasized:

"Our country does not have a problem with the Jewish people. Our Prophet Muhammad married a Jewish woman... Today, there are quite a few Jewish people living in Saudi Arabia, coming from both America and Europe." This statement represented a monumental departure from historical Arab rhetoric, implicitly recognizing Israel's sovereignty.

  • March 2022: MBS reiterated his desire to see an end to the Israeli-Palestinian conflict, signaling that Saudi Arabia no longer views Israel strictly as an adversary. Instead, he expressed hope that the two nations could eventually become partners with shared interests across various sectors.

3. The Abraham Accords: Transactional Normalization vs. The Palestinian Cause

In recent years, several Arab states have shifted toward normalization with Israel, culminating in the Abraham Accords of August 2020. The UAE and Israel established formal diplomatic relations, followed swiftly by Bahrain.

The Rhetoric of Coexistence

The Accords were framed around a shared heritage, noting that Arabs and Jews are both "descendants of Abraham." The diplomatic text emphasized that the Middle East is home to Muslims, Jews, Christians, and other faiths, and that a spirit of coexistence based on mutual understanding is essential for regional progress.

The Reality on the Ground

However, the Accords faced severe backlash for decoupling Arab-Israeli normalization from the resolution of the Palestinian issue. While diplomatic and commercial ties expanded, Israel simultaneously accelerated its settlement expansion in the West Bank. This raised a profound and painful question across the Arab world: For nations that historically stood united to defend Palestine to now shake hands with Israel, does this constitute a betrayal of the Palestinian cause?

Broadly speaking, Arab nations are engaging in strategic hedging. By maintaining functional relationships with both Israel and Iran, they aim to diffuse regional tensions and prevent catastrophic wars. This marks a significant departure from the old era, where global superpowers utilized "divide and conquer" strategies that fractured regional actors (as seen in Iraq, Syria, and Yemen). Today, Arab states are recalculating their survival strategies based on pragmatic national interests rather than pure ideology.

Riyadh’s Strategic Red Lines: The Palestinian Prerequisite

4. Riyadh’s Strategic Red Lines: The Palestinian Prerequisite

While smaller Gulf states have moved forward, the regional heavyweight, Saudi Arabia, has withheld official normalization. Riyadh acknowledges the immense economic and security benefits of ties with Israel but has established non-negotiable prerequisites centered on Palestinian justice:

1.         The Two-State Solution: The establishment of a sovereign, independent Palestinian state alongside Israel, in strict accordance with international law.

2.         Adherence to the 1967 Borders: The total withdrawal of Israeli forces from territories occupied during the 1967 Six-Day War.

3.         East Jerusalem as the Capital: Recognition of East Jerusalem as the capital of Palestine, alongside strict guarantees for the protection and preservation of Islamic holy sites.

4.         Cessation of Aggression: An immediate end to Israel's territorial expansion and violence, which Riyadh views as a direct sabotage of peace efforts.

Riyadh maintains that without a credible, just framework for Palestine, formal normalization is strategically futile—a reality they believe Washington ultimately understands.

5. Structural Impediments: The Illusion of Imminent Normalization

Given current political realities, the likelihood of Israel accepting Saudi conditions is virtually zero, primarily due to two structural impediments:

Impediment 1: Irreversible Facts on the Ground

Demanding a return to the 1967 borders is a geopolitical impossibility at this juncture. Over decades, Israel has embedded hundreds of thousands of settlers deep within the West Bank. These populations have built permanent infrastructure and communities; their displacement is politically unfeasible for any Israeli government. With settlement expansion continuing today, Israel cannot fulfill this foundational Saudi condition, leaving normalization deadlocked.

Impediment 2: Ideological Gridlock and the "Greater Israel" Paradigm

The driving force behind Israel’s state policy is right-wing Zionism, which posits that the biblical lands of Judea and Samaria (the West Bank) belong exclusively to the Jewish people. This faction views the land as indivisible and insists on maintaining a Jewish demographic majority. This ideology fuels the aspiration for a "Greater Israel," driving continuous territorial expansion. With this ideology holding significant sway over the ruling coalition, expecting a voluntary withdrawal from occupied territories contradicts the core convictions of the Israeli leadership.

6. The New Geopolitical Calculus: Israel’s Shielded Isolation

The regional balance of power underwent a seismic shift when China successfully brokered the restoration of diplomatic ties between Saudi Arabia and Iran.

This reconciliation between the two preeminent Muslim powers (Sunni and Shia) allowed Arab states to seize the strategic initiative, while the U.S. and Israel were caught off guard, forced into a defensive and reactive posture.

When evaluating today's geopolitical landscape:

  • Iran has successfully broken through its diplomatic isolation, expanding its alliances and maintaining functional terms with most Arab nations.
  • Israel, conversely, is experiencing acute diplomatic attrition. The refusal of a regional titan like Saudi Arabia to recognize it leaves Jerusalem increasingly marginalized.

This pressing reality forced the U.S. government to aggressively push for Saudi inclusion in the Abraham Accords to stabilize the region. However, Washington acknowledges the steep climb ahead. U.S. officials have openly noted that Israel’s ongoing settlement expansion and alterations to the status quo of holy sites directly undermine the viability of a two-state solution.

Conclusion

Ultimately, Israel exists in a state of tactical comfort but strategic isolation. While it remains securely shielded by unwavering U.S. military and diplomatic umbrellas, and maintains covert security ties with a few Arab states, the broader Middle Eastern equation has fundamentally changed. Israel is increasingly surrounded by a chilling diplomatic wall—one that will remain impenetrable until it can resolve the intractable variable known as Palestine.

18 June 2023
Chanchai Kumpunya
(ชาญชัย คุ้มปัญญา)
Latest update 7 July 2026
Editorial Note: This article is an expanded English adaptation of the author's original column published in Thai Post Newspaper on 18/06/2023.

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References:

1. Abraham Accord signing: top quotes from the signing ceremony. (2020, September 16). The Jerusalem Post. Retrieved from https://www.jpost.com/middle-east/two-states-settlements-not-part-of-israel-deals-with-uae-bahrain-642424

2. Blinken takes aim at Israeli settlements; says US will press ahead with Israel-Saudi normalization. (2023, June 5). AP. Retrieved from https://apnews.com/article/us-israel-palestinians-saudi-arabia-ccc8da5992301d9a95a4be29f1860808

3. Israel and the Kingdom of Bahrain to establish 'full diplomatic relations,' Trump says. (2020, September 11). CNN. Retrieved from https://edition.cnn.com/2020/09/11/politics/israel-bahrain-trump/index.html

4. Mohammed bin Salman on Iran, Israel, US and future of Saudi Arabia: Full transcript. (2022, March 3).

Al Arabiya. Retrieved fromhttps://english.alarabiya.net/News/gulf/2022/03/03/Mohammed-bin-Salman-on-Iran-Israel-US-and-future-of-Saudi-Arabia-Full-transcript

5. Political / "Jeddah Declaration": Leaders of Arab countries stress the importance of strengthening joint Arab action based on foundations, values, common interests and one destiny. (2023, May 19). Saudi Press Agency. Retrieved from https://www.spa.gov.sa/68a3f8bca6a

6. Saudi Crown Prince recognizes Israel's right to exist. (2018, April 3). FRANCE 24. Retrieved from http://www.france24.com/en/20180403-saudi-arabia-israel-crown-prince-right-homeland-exist

7. Saudi Crown Prince: Iran's Supreme Leader 'Makes Hitler Look Good'. (2018, April 2). The Atlantic. Retrieved from https://www.theatlantic.com/international/archive/2018/04/mohammed-bin-salman-iran-israel/557036/

8. Saudi FM: Normalization with Israel would have benefits, but less without two states. (2023, June 8). Times of Israel. Retrieved from https://www.timesofisrael.com/saudi-fm-normalization-with-israel-would-have-benefits-but-less-without-two-states/

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