Gulf Arab states are urging the United States to ensure that any deal with Tehran does more than simply end the war, demanding that it permanently limit Iran's missile and drone capabilities and ensure that global energy supplies are never "weaponized" again, four Gulf sources said, Reuters reports.
US President Donald Trump has extended a deadline for Iran to reopen the Strait of Hormuz, through which about 20% of global oil and liquefied natural gas supplies pass, warning that failure to do so would result in the destruction of Iranian energy facilities. But the key question for Gulf policymakers is no longer how the war with Iran will end, but what regional order will follow.
Gulf officials, whose countries have been repeatedly hit by Tehran during the US-Israeli war against Iran, have privately told American officials that the Islamic Republic has left them no diplomatic “way out.” They demand that any deal include binding restrictions on missile and drone attacks on energy and civilian infrastructure, threats to oil and shipping routes, and proxy warfare.
According to them, any agreement must rewrite the rules of engagement by ensuring that the Strait of Hormuz is no longer used as a tool of war and that Gulf states are included in the security architecture that will come next.
Ebtessam Al-Kerbi, president of the Emirates Policy Centre, stated that the real challenge is not convincing Iran to stop the war, but ensuring that the Gulf does not remain exposed to the same dynamics that made the conflict possible.
Meanwhile, Yousef al-Otaiba, the UAE ambassador to the US, has described the war not as a crisis that needs to be frozen, but as a test of whether Iran will continue to hold the global economy hostage. In an article for The Wall Street Journal, he stressed that a simple ceasefire is not enough and that a final solution is needed that addresses all of Iran’s threats: its nuclear program, missiles, drones, allied armed groups and the blockade of international sea lanes. According to him, an agreement that only postpones these issues would create the next crisis.
Gulf economies, dependent on energy exports and travel, have been hit hard by the war, which has shaken the global economy by raising energy prices, disrupting supply chains and fueling inflation.
According to sources familiar with US intelligence, the US has been able to reliably destroy only about a third of Iran's vast missile arsenal. The Gulf states' skepticism, officials say, stems from past experience.
Iran's nuclear enrichment program was limited by the 2015 deal, but Tehran retained the ability to threaten the region through missiles, drones and proxy forces. Gulf states want this capability eliminated if regional stability is to be achieved. In 2018, Trump withdrew the US from that deal, calling it one-sided and unsuitable for American interests.
Gulf states such as Qatar, Oman and Kuwait are quietly seeking a quick end to the war, fearing economic consequences and retaliation. While the United Arab Emirates, Saudi Arabia and Bahrain are expressing their readiness to face an escalation and do not accept a post-war Iran that could once again use the Strait of Hormuz as a tool of pressure.
Trump has stated that talks with Iran are going "very well" and has extended the deadline for reopening the strait until April 7. On the other hand, an Iranian official has described the American proposal as unilateral and unfair, demanding the closure of American bases in the Persian Gulf as a condition for an agreement.
Emirati presidential advisor Anwar Gargash said Iran's attacks have had profound geopolitical consequences, strengthening the perception of Tehran as the main threat and pushing the Emirates towards greater strategic rapprochement with Washington.
Meanwhile, Abdulaziz Sager, head of the Gulf Research Center, stated that the Gulf states' message to the US is now clear: any agreement must directly guarantee their security.
This stance has been reinforced by the Gulf Cooperation Council, which has signaled a united front against any agreement that undermines regional security. According to Secretary-General Yassem Al-Budaiwi, Iran has “crossed every line” after thousands of missile and drone attacks on energy and civilian infrastructure.
Meanwhile, Trump is considering sending ground forces to take control of the strategic Kharg Island, through which about 90% of Iran's oil exports pass. Analysts say such a move would give the US greater leverage over the Iranian economy.
Tehran has warned that any such action would lead to attacks on the vital infrastructure of any country that would support such a US operation. Some Gulf allies have warned Washington against a ground intervention, arguing that it would widen the war and bring strong retaliation from Iran, including attacks on energy and civilian infrastructure in the region. However, they support continuing to weaken Iran's missile capabilities, which they consider the main threat to their security.