Economy March 27, 2026

Gulf governments privately question US security assurances as Iran conflict continues

Leaders in the Gulf express unease about US strategy and the costs of hosting American bases amid ongoing attacks linked to the Iran conflict

By Jordan Park
Gulf governments privately question US security assurances as Iran conflict continues

Gulf states have grown privately critical of US security guarantees amid the month-long US-Israeli conflict with Iran, raising doubts about Washington's strategy and the value of hosting US military bases as attacks continue to hit the region and choke vital shipping routes, costing billions in oil revenue.

Key Points

  • Gulf states are privately questioning US security guarantees and the Trump administration's strategy in the Iran conflict.
  • Saudi Arabia intercepted about six drones and two Kuwaiti ports were struck; the Strait of Hormuz remains almost closed, causing billions in lost oil revenue.
  • Gulf officials have not publicly criticized the US and are unlikely to ask for the removal of American military bases.

Summary

Gulf governments are increasingly voicing private doubts about American security guarantees as the US-Israeli conflict with Iran enters its fourth week. Officials in the region are questioning the Trump administration's strategy, commitment and objectives, and are weighing whether the presence of US bases has exposed them to greater risk, even as Iranian-linked attacks persist and key maritime routes suffer heavy disruption.


Developments on the ground

One month into the US-Israeli conflict with Iran, Gulf states continue to face attacks tied to the confrontation. Saudi Arabia reported intercepting about half a dozen drones on Friday, and two Kuwaiti ports were struck. The Strait of Hormuz - a crucial shipping channel for the region's oil exports - remains nearly closed, contributing to several billions of dollars in lost oil revenue.


Political dynamics and private concerns

Officials in Gulf capitals spent a year lobbying against the escalation of the conflict, according to people familiar with the matter. Those same officials are now privately questioning US President Donald Trump’s rationale for the campaign, his level of commitment and the stated aims of US involvement. They are also scrutinizing whether hosting American bases - which have drawn hostile attention - continues to serve their national interests, the people said, requesting anonymity to discuss sensitive matters.


Public posture versus private doubts

Despite the private questioning, Gulf representatives have not aired these criticisms publicly. Sources say that leaders are cautious about expressing dissent openly for fear of provoking the US President. At the same time, officials do not appear ready to ask the US military to leave their countries; there is little prospect of Gulf states seeking to remove American bases from the region.


Key points

  • Gulf states are privately questioning US security guarantees, citing concerns about the Trump administration's strategy and objectives in the conflict.
  • Ongoing attacks have included Saudi Arabia intercepting roughly six drones and strikes on two Kuwaiti ports; the Strait of Hormuz remains largely closed, inflicting billions in oil revenue losses.
  • Although critical privately, Gulf officials have refrained from public criticism and are unlikely to request the removal of US military bases.

Risks and uncertainties

  • Continued attacks and disruption to the Strait of Hormuz threaten sustained losses in oil revenue - a material risk for the energy sector and regional economies.
  • Private erosion of confidence in US security guarantees creates diplomatic uncertainty that could affect defense and security planning for Gulf states.
  • The reluctance of Gulf officials to voice concerns publicly leaves ambiguity about future political alignment and host-nation decisions regarding US military basing.

Note: This article reflects the information available in the reporting and the statements attributed to unnamed individuals familiar with the matter.

Risks

  • Ongoing disruptions to the Strait of Hormuz risk prolonged losses in oil revenue, impacting the energy sector and regional economies.
  • Eroding private confidence in US security guarantees creates diplomatic and defense planning uncertainty for Gulf states.
  • Public silence from Gulf officials leaves uncertainty over long-term basing decisions and regional security alignments.

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