How the Israel–UAE
Defence Partnership, Saudi Arabia’s Quiet Intelligence Contacts and Iran’s
Regional Challenge Are Reshaping Gulf Security
By Mitin Rajkuumar Sheth
(Shanilohit)
Originally Published: May
4, 2026 | Revised: October 8, 2026
Estimated Reading Time:
12–14 Minutes

Executive Summary
The Middle East is undergoing a significant
shift in its security relationships. Israel, which spent decades defending
itself against hostile neighbours, is gradually emerging as a security partner
for some Arab countries. Since the Abraham Accords of 2020, the United Arab
Emirates has expanded its defence and intelligence cooperation with Israel.
More recently, reports that Saudi Arabia has sought Israeli intelligence
assistance through American military channels suggest that limited security
cooperation may be possible even without formal diplomatic relations.
The threats posed by Iran, its regional
partners and the Houthi movement in Yemen have prompted governments to revisit
old political divisions. Israel's experience in missile defence, intelligence
gathering, cybersecurity and military technology makes it a valuable partner.
However, closer cooperation also carries risks. Iran may view Israel's
expanding presence in Gulf security as a threat, while the unresolved
Palestinian question continues to shape relations between Israel and the Arab
world.
The central question is whether Israel can
become a reliable regional security provider without creating another source of
confrontation. The answer will depend on how Israel, the Gulf states and the
United States manage their shared interests while preventing military
cooperation from fueling a wider regional conflict.
Introduction: A Changing
Middle East
For much of its modern history, Israel was
regarded by many Arab governments as an adversary rather than a potential
security partner. They recognised its military capabilities, but political
hostility prevented open cooperation. This situation began to change as
regional governments faced new threats and reconsidered their security
priorities.
The Abraham Accords of September 2020 marked an
important turning point. The United Arab Emirates and Bahrain established
formal diplomatic relations with Israel, opening opportunities for cooperation
in trade, technology, investment and security. What began as a diplomatic
breakthrough gradually evolved into a more strategically important relationship.
The change became particularly evident during
the regional confrontations involving Iran in 2026. Israeli defence technology
and intelligence capabilities gained prominence in discussions about Gulf
security. Reports of Israeli air-defence equipment and personnel operating in
the UAE suggested that cooperation had moved beyond diplomatic meetings and
commercial agreements.
For me, this development matters because it reflects a broader shift in Middle Eastern politics. Countries that once judged their
relationships primarily by political and ideological differences are
increasingly making decisions based on immediate security needs. Old disputes
have not disappeared, but governments are finding practical reasons to
cooperate despite those disagreements.
Israel's emerging role should therefore be
understood as part of a shifting regional security system, not as evidence that
the Middle East has suddenly accepted Israeli leadership.
From the Abraham Accords
to Defence Cooperation
The Israel–UAE relationship offers the clearest
example of this transformation. Both countries share strong economic interests,
technological ambitions and concerns about regional instability. Their
cooperation has expanded to include defence industries, surveillance systems
and intelligence sharing.
An October 2026 analysis by the International
Institute for Strategic Studies reported that Israeli defence exports to
Abraham Accords countries, particularly the UAE, had risen sharply since 2021.
It also noted growing defence-industrial cooperation between Israel and the
UAE. According to the analysis, Israel reportedly deployed an Iron Dome battery
and other defensive equipment to the UAE during the March–April 2026
confrontation with Iran.
These developments matter because the UAE faces
threats that conventional military strength alone cannot eliminate. Ballistic
missiles, drones and cyberattacks can threaten airports, ports, energy
installations and commercial centres. Even a limited attack can cause serious
economic damage by disrupting essential infrastructure.
Israel has spent years developing systems to
detect and intercept airborne threats. This experience is valuable to countries
seeking better protection against missiles and drones. However, no single
defence system can stop every threat. For example, Iron Dome is designed
primarily to counter specific categories of short-range airborne threats.
Effective protection requires multiple systems working together, supported by
reliable intelligence and early warning.
The UAE has also made clear that it retains
sovereignty over its security decisions. In September 2026, its Ministry of
Foreign Affairs acknowledged that Emirati and Israeli authorities maintained
direct communication and exchanged relevant intelligence as needed. However,
the UAE has rejected certain reports about undisclosed political and military
arrangements.
This distinction is important. Israel is
becoming a significant security partner, but it is not the UAE's sole
protector. Abu Dhabi continues to maintain defence relationships with the
United States and other international partners.
In my assessment, Israel's greatest
contribution may not be the number of weapons it supplies. Its real value could
lie in improving how quickly threats are detected, understood and countered. In
modern warfare, accurate intelligence a few minutes early can sometimes be more
valuable than another expensive weapons system.
Saudi Arabia and Israel:
Cooperation Without Diplomatic Recognition?
An equally important development concerns Saudi
Arabia, which has not established formal diplomatic relations with Israel. The
Palestinian question, domestic political considerations and Riyadh's position
in the Islamic world continue to shape its approach to normalisation.
Nevertheless, the growing security threat from the Houthis has created
circumstances in which limited cooperation with Israel may prove useful.
In September 2026, Israeli news organisations
reported that Saudi Arabia had approached Israel indirectly through the United
States Central Command (CENTCOM), seeking intelligence support against the
Houthis in Yemen. According to these reports, the discussions focused on
protecting Saudi infrastructure and strategic installations from missile and
drone attacks.
These reports warrant attention, but they also
demand caution. They do not establish the full extent of any operational
cooperation. Nor do they independently confirm that Mossad, Israel's external
intelligence agency, is directly managing assistance to Saudi Arabia. Israeli
intelligence activities involve multiple military and civilian organisations,
and it would be misleading to attribute every reported intelligence contact to
Mossad.
Despite these limitations, such cooperation remains geopolitically important. Saudi Arabia and
Israel have different political priorities, but both are concerned about
threats posed by Iranian-backed armed groups. The Houthis have demonstrated
their ability to threaten shipping routes and regional infrastructure using
missiles and drones. For Riyadh, useful intelligence may matter more than publicly identifying the country providing it.
The United States offers a potential framework
for such cooperation. CENTCOM maintains military relationships across the
region and can facilitate communication among partners whose political
relations remain sensitive.
In my view, this is one of the most significant
changes in the emerging Middle Eastern security system. Formal diplomatic
recognition may no longer be essential for all forms of limited security
cooperation. Governments can publicly disagree on major political questions
while quietly exchanging information on threats to their national interests.
However, intelligence contacts should not be
mistaken for a Saudi–Israeli military alliance. Saudi Arabia continues to build
security partnerships with other countries, including Turkey and Pakistan.
Israel may become a useful partner among several rather than the central pillar
of Saudi defence.
The Houthi Conflict Is
Changing Saudi Arabia's Security Calculations

Renewed fighting between Saudi Arabia and the
Houthis has heightened the urgency of regional defence cooperation.
On October 2, Reuters reported that Saudi
Arabia was preparing a possible military offensive to weaken Houthi control
around the Bab el-Mandeb Strait, a key passage connecting the Red Sea and the
Gulf of Aden. The reported plans involved Saudi-supported Yemeni forces,
American intelligence assistance and support from other international partners.
The situation deteriorated further in early
October. On October 8, Reuters reported renewed Houthi attacks on Saudi
airports and infrastructure, including an incident in which a commercial
aircraft caught fire at Riyadh airport. These developments heightened concerns
about civilian safety, regional air travel and the possibility of a wider
conflict.
The Houthis do not need to defeat the Saudi
military in a conventional war to create serious problems. Their ability to
launch drones and missiles, threaten shipping routes, and force costly
defensive responses gives them considerable influence. A smaller armed
organisation can impose substantial costs on a much wealthier country when it
possesses weapons capable of reaching economically important targets.
Saudi Arabia must therefore manage several
challenges simultaneously. It needs to protect its territory, secure maritime
routes, support its allies in Yemen, and avoid being drawn into another
prolonged military campaign.
Israel's intelligence experience may be useful
in this context, but intelligence alone cannot resolve the Yemen conflict.
Lasting security will also require political arrangements, stronger local
institutions, and efforts to reduce the conditions that enable armed groups to
sustain themselves.
Iran's Strategic Dilemma
Iran remains central to the evolving security
environment.
For decades, Tehran has cultivated
relationships with armed organisations across the Middle East. These
relationships have enabled Iran to influence regional conflicts without always
resorting to direct military confrontation.
The Houthis are part of this broader strategic
picture, although they retain their own leadership, political interests and
operational choices. Treating every Houthi action as a direct Iranian order
would oversimplify the relationship.
Iran has strong reasons to oppose closer
security cooperation between Israel and Gulf countries. Such cooperation could
enhance regional missile defence, strengthen intelligence sharing, and make it
harder for Iran or its partners to threaten critical infrastructure. At the
same time, Tehran may view Israeli military activity near the Gulf as evidence
that hostile powers are attempting to encircle it.
This creates a dangerous cycle. Gulf countries
strengthen their defences out of fear of Iranian threats. Iran interprets
these defensive arrangements as preparations against itself and may respond by
increasing military pressure. The resulting tension encourages further
cooperation between Israel and Arab governments.
In my assessment, the greatest danger is not
necessarily a deliberate decision by either side to start a major war. The risk is that a limited attack, an intelligence failure, or a mistaken
calculation could trigger a much larger confrontation. The region has already
seen how quickly missile attacks, retaliatory strikes and threats to shipping
can affect countries far beyond the original conflict.
Israel's expanding security role may strengthen
deterrence, but military superiority cannot guarantee political stability.
Deterrence works only when the parties involved understand the consequences of escalation and retain the means to keep a crisis from spiralling out of control.
The United States: The
Connecting Power
The United States remains the most significant
external military power in the Gulf security system. Washington maintains
long-standing defence relationships with Saudi Arabia, the UAE and other
regional partners. It also maintains a close strategic relationship with
Israel.
This position gives the United States an
unusual ability to facilitate security cooperation between countries that may
not maintain normal diplomatic relations. CENTCOM's reported role in
Saudi–Israeli intelligence discussions illustrates this possibility. American
military channels can provide a practical way to exchange information
without requiring immediate political normalisation.
However, it would be inaccurate to conclude
that Washington is simply transferring responsibility for Gulf security to
Israel. The United States continues to provide military capabilities,
intelligence, diplomatic support and regional coordination. Its role remains
essential, particularly when threats involve multiple countries or require
cooperation across different military systems.
Israel may help strengthen this network, but it
cannot replace American military power or the national defence capabilities of
Gulf states.
I believe the more realistic development is a
regional system in which several countries contribute different strengths. The
United States provides coordination and major military support. Israel
contributes advanced technology and intelligence experience. Gulf governments
provide territory, resources, military forces and an understanding of local
political conditions.
Such cooperation may improve security, but its
success will depend on trust and clearly defined responsibilities. Without
these, even a technologically advanced defence network can become politically
fragile.
Turkey, Pakistan and the
Limits of Israeli Influence
Israel is not the only country seeking a larger
role in Middle Eastern security. Turkey and Pakistan have also emerged as key
players in Saudi Arabia's defence calculations.
In October 2026, Reuters reported that Turkey
was providing Saudi Arabia with technical and defensive assistance amid the
renewed Houthi conflict. Turkey's foreign minister later said Ankara was
considering further defensive support while ruling out an offensive military
role. Pakistan has also strengthened its military ties with Saudi Arabia as part of emerging regional defence arrangements.
These developments show that Riyadh is not
placing all its security expectations on a single partner.
Turkey has a growing defence industry and
experience in drone warfare. Pakistan has longstanding military ties with Saudi
Arabia. Both countries maintain political and religious ties that differ from
Israel's relationship with the kingdom.
For Saudi Arabia, maintaining multiple
partnerships offers greater flexibility. It can obtain technology, training and
intelligence from diverse sources while preserving its diplomatic independence.
This reality places limits on the idea that
Israel will become the dominant security provider across the Middle East.
Israel may possess important technological advantages, but regional leadership
requires more than military capability. It also requires political acceptance,
reliable partnerships, and the ability to work with countries with different
interests.
The Gulf states are unlikely to surrender their
strategic independence to any external power, including Israel. They may
instead prefer overlapping partnerships that let them get assistance
without becoming overly dependent on any single country.
The Palestinian Question
Cannot Be Ignored
Any discussion of Israel's growing regional
role must also address the Palestinian question.
The Abraham Accords showed that some Arab
governments were willing to establish relations with Israel without waiting for
a final Israeli–Palestinian settlement. However, diplomatic normalisation did
not resolve the conflict's political and humanitarian concerns.
The war in Gaza and subsequent regional
confrontations have kept these concerns central to Middle Eastern politics.
In Saudi Arabia, the Palestinian question
remains particularly sensitive. Riyadh's religious and political position
entails responsibilities and expectations that differ from those of smaller
Gulf states. Even countries that maintain diplomatic relations with Israel must
consider public opinion and the wider consequences of Israeli military
operations.
Security cooperation may therefore expand more
quickly than political acceptance does.
In my view, Israel cannot build lasting
regional influence through military technology alone. Its relationships with
Arab countries will remain fragile if the Palestinian conflict persists without
a credible political settlement. A country may be respected for its military
strength yet still face deep opposition to its political decisions.
For Israel to become a trusted long-term
security partner, military cooperation must ultimately be supported by
diplomatic progress and a broader understanding of regional concerns.
The Strait of Hormuz and
Bab el-Mandeb: Two Strategic Pressure Points
The Middle East's security challenges extend
well beyond national borders.
Two maritime passages are particularly
important: the Strait of Hormuz and the Bab el-Mandeb Strait. Hormuz connects
the Persian Gulf to the Gulf of Oman and the wider Indian Ocean. Bab el-Mandeb
connects the Red Sea to the Gulf of Aden and provides access to the Suez Canal route.
Threats to either passage can affect
international shipping, energy supplies, insurance costs and trade. Iran's
ability to threaten shipping around Hormuz and the Houthis' activities near Bab
el-Mandeb create a difficult strategic environment for Gulf governments.
Israel's intelligence and defence capabilities
may help improve warning systems and protect selected installations. However,
no country can guarantee the complete security of these waterways using
military technology alone.
Shipping companies, energy producers and
international markets respond not only to actual attacks but also to the risk
of disruption.
This is especially important for India, which
depends heavily on maritime trade and imported energy. Instability in the Gulf
can affect oil prices, transport costs and the security of Indian citizens
working across the region.
From an Indian strategic perspective, stronger
regional defence cooperation may be welcome if it reduces attacks and
safeguards commercial routes. However, India also wants to prevent the Gulf from becoming a permanent battlefield between competing security
blocs.
New Delhi maintains relationships with Israel,
Saudi Arabia, the UAE and Iran. This gives India a strong reason to support
regional stability without getting drawn into unnecessary political divisions.
Can Israel Become the
Middle East's New Security Provider?
Evidence suggests Israel is moving toward a
larger regional security role, but that role needs careful
definition.
Its defence relationship with the UAE has
evolved beyond ordinary diplomatic cooperation. Reports on Saudi Arabia
indicate that Israeli intelligence capabilities may also be considered useful
by governments that have not formally recognised Israel. Such developments
would have been difficult to imagine during earlier periods of Arab–Israeli
hostility.
Nevertheless, there is a difference between
becoming an important security partner and becoming the primary guarantor of
regional security.
Israel has a limited geographical reach
compared with the United States and faces significant security challenges of
its own. Its military commitments, domestic political pressures and relations
with neighbouring countries will influence the extent of assistance it can
provide.
The Gulf states also have substantial resources
and are developing their own defence capabilities. They are unlikely to accept
a security arrangement that leaves them dependent on Israel's decisions.
I would therefore characterise Israel's
emerging position as that of a selective regional security provider, rather
than a replacement for the United States or a new military protector of the
entire Gulf. This distinction separates a genuine strategic development from an
exaggerated political narrative.
Israel's growing influence is real, but its
future will depend as much on the choices of Arab governments as on Israeli
military strength.
Conclusion: A New
Security Order, but Not Yet a New Alliance
The Middle East is entering a period in which
old political divisions are increasingly being tested by new security threats.
The UAE's cooperation with Israel and reports
of Saudi–Israeli intelligence contacts indicate that practical security needs
are reshaping regional relationships. The United States remains an important connector,
while Turkey, Pakistan, and other countries are developing their own roles.
Iran and the Houthis continue to influence
these decisions through their military capabilities and regional activities. At
the same time, unresolved political disputes, particularly the Palestinian
question, limit how far cooperation can develop.
Israel is no longer viewed solely through the
traditional framework of Arab–Israeli confrontation. For some governments, it
is also a source of military technology, intelligence and defensive expertise.
However, a new security
partner does not automatically make the region more peaceful. Stronger
defensive cooperation may deter attacks, but it can also heighten suspicion and
prompt rival powers to respond.
My assessment is that the Middle East is not
witnessing one security order replace another. It is witnessing the gradual
formation of a more complex network of relationships in which governments
cooperate on certain threats while continuing to disagree on major political
questions.
Israel may become an increasingly important
participant in this network, but its lasting influence will depend on whether
military cooperation contributes to broader stability rather than merely
preparing the region for its next confrontation.
The real test of Israel's emerging role will
not be measured by how many defence systems it supplies or how much
intelligence it shares. It will be whether that cooperation helps prevent wars, protect civilian lives, and create space for diplomacy.
A genuine security provider must ultimately
contribute to security beyond the battlefield. That is the challenge that
Israel, the Gulf states and the United States now face.
About the Author
Mitin Rajkuumar Sheth (Shanilohit) is an Indian
author, geopolitical analyst, and strategic book reviewer who has been a freelance Senior Columnist with the Janmabhoomi Group of Newspapers for more than 25 years. He has written extensively on international
affairs, geopolitics and strategic issues. His work also focuses on defence and
military affairs, emerging technologies, global security, and India’s evolving
role in the international order.
Selected References
1. International
Institute for Strategic Studies — The Defence Dividend of the Abraham
Accords, October 1, 2026
2. UAE
Ministry of Foreign Affairs — Statement on Media Reporting, September 8,
2026
3. Israel Hayom — Saudi Arabia's Israel
Appeal, September 16, 2026
4. Reuters — Saudi Plans Against the
Houthis, October 2, 2026
5. Reuters — Houthi Attacks on Saudi
Infrastructure, October 8, 2026
6. Reuters — Turkey's Defensive Assistance
to Saudi Arabia, October 8, 2026
7. Reuters — Pakistan's Expanding Military
Role in the Gulf, October 8, 2026
8. IISS — US Defence Cooperation in the
Gulf, September 28, 2026
Editorial Transparency
& Full Disclosure
This is an independently researched and
authored analysis. Advanced digital tools and AI were used solely for
supplementary support tasks, including research cross-referencing, translation
verification, image generation, and grammatical refinement. The core analytical
insights, strategic conclusions, and creative direction are entirely the
author’s own.
Copyright Notice
© 2026 Mitin Rajkuumar Sheth (Shanilohit). All
Rights Reserved.
No part of this article may be reproduced,
republished or distributed in substantial form without prior written permission
from the author, except for brief quotations with proper attribution and a link
to the original article.
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