The main questions about the normalisation agreement between Israel and the United Arab Emirates announced a week ago are why did it happen and what will it change?
It’s pretty clear what US President Donald Trump and Israeli Prime Minister Benjamin Netanyahu get out of the deal – both leaders are domestically embattled and in need of a foreign policy win. But it’s harder to see what’s in it for UAE’s Crown Prince Mohammed bin Zayed (or MBZ, as he is widely known), who made the biggest concessions in the deal.
The conventional analysis is that it’s all about Iran: a shared interest in countering Iran has pushed Israel and the Sunni monarchs of the Gulf region closer together. It follows from this analysis that the main impact will be strengthened collective deterrence of Iranian aggression.
There are two problems with this explanation.
First, recent experience has shown that Abu Dhabi is less focused on challenging Tehran than is often assumed. MBZ has long been more worried by Sunni Islamists than by Shia Iran. Iran poses an external threat to the UAE, but the Muslim Brotherhood has shown – most notably in Egypt – that it can take power from within. This prioritisation has real-world consequences. The UAE – especially Dubai – maintains a relatively strong economic relationship with Iran. But since 2017, the UAE has driven a campaign to isolate and punish Islamist-friendly Qatar. That campaign has weakened efforts to build a united Gulf Cooperation Council front against Iran.
Second, it is unclear if and how more overt Israel-UAE cooperation can further deter Iran. The two states have already been cooperating covertly for decades. And Tehran has long assumed that the US, Israel and the Sunni monarchs are part of a coordinated plot to oust the Ayatollahs. Washington’s maximum pressure campaign has only reinforced that conviction and driven Iran’s own efforts to “establish deterrence”. The effect of crippling sanctions, coronavirus devastation and the killing in January of Qasem Soleimani (head of the Islamic Revolutionary Guards Quds Force) on Iranian decision-making has been mixed, at best.
That said, the normalisation agreement could see the US or Israel (or both) reward the UAE with hitherto denied military capabilities. There is speculation that Washington could relax its commitment to ensure Israel’s qualitative military edge and perhaps sell F-35s to the UAE, as Trump has reportedly pushed. But that process would take years and could easily be reversed by a future Administration. Congress, which takes a wider view of UAE foreign policy, would have to be on board.