Lin JianTang ZhichaoPatrick KellerCheong Seong-changIsrael ZivHA HellyerJavier MileiIan LesserBenjamin NetanyahuNicolás MaduroSanam VakilChristoph BluthRoyal United Services InstituteUniversity of BradfordGerman Council on Foreign RelationsGerman Marshall Fund of the United StatesAl JazeeraChinese Academy of Social SciencesSejong InstituteChatham House

Six months of Iran-US war leave Arab states facing tough questions as US diminished as both ally and rival

Six months into the Iran-US war, Arab states face uncertainty as the US's role as both ally and rival diminishes. Analysts predict a prolonged conflict with no clear victory, while regional dynamics shift, prompting Gulf nations to diversify their economies and defense partnerships amid rising tensions.

Al Jazeera Al Jazeera+1 source28 August 2026 · 06:05 UTC
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Six months into the Iran-US war, analysts agree that the conflict is unlikely to lead to a regime collapse in Tehran or a decisive victory for Washington.

Instead, it appears to be a drawn-out affair of stagnation and attrition.

The initial hope among US leadership was that economic and military pressure would force a structural shift in Iran.

However, this vision has not materialized, and many are now preparing for a protracted war with managed fallout.

Oil-dependent economies in the region are still grappling with supply shocks, as traffic in the Strait of Hormuz has significantly decreased due to Iranian attacks on shipping and a US blockade on Iranian ports.8

Despite a memorandum of understanding signed in June, the war's intensity has lessened but shows no signs of concluding, leading to ongoing uncertainty.

Existing tensions, such as those between the Houthi rebels and Saudi Arabia, are expected to escalate as the conflict continues.9

Moreover, the influence of rival powers like China remains strong, with Beijing's Belt and Road Initiative firmly established in the region.

As a result, formal alliances with outside powers no longer guarantee safety, prompting Gulf nations to diversify their economies and defense partnerships beyond US security guarantees.

Analysts note that the war has accelerated existing trends, with many Gulf countries already looking to broaden their defense capabilities.

The long-term impact of the war is likely to extend beyond Iran, undermining faith in US leadership and decision-making in Europe and beyond.

Key Insight
“The war has disrupted oil shipments through the Strait of Hormuz, slowing traffic to a trickle and raising prices, while Gulf states face inflation and pressure to boost defence spending. Analysts see no regime change in Tehran, with the conflict likely to drag on for years.”
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CuriousCats studied:
1
Al JazeeraAl Jazeera
“Analysts broadly agree the United States and Israel’s war on Iran will not see regime collapse in Tehran or a definite victory for Washington, but rather a dragged-out affair of stagnation and attrition.”
Al Jazeera →
2
The Christian Science MonitorThe Christian Science Monitor
“In February, the United States launched what was supposed to be a brief, decisive campaign against Iran. Six months later, the war trudges on, indirectly ensnaring much of the world by severely disrupting global trade.”
The Christian Science Monitor →
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