Saudi Arabia’s costly war in Yemen: a neoclassical realist theory of overbalancing

Abstract

Saudi Arabia faced multiple threats from Yemen in 2015: its southern neighbor had collapsed; a hostile sub-state actor, the Houthis, was entrenching itself along the border; and the presence of its rival Iran was growing. Responding was rational; it would have been sub-optimal for Riyadh to underbalance by doing little to counter the threat. Instead, however, Saudi Arabia overbalanced by launching a major air campaign and imposing a maritime and air blockade; as a result, it became bogged down in a costly war it cannot win. Why was this the case, and with what consequences? To answer this question, this article develops and applies a neoclassical realist theory of overbalancing. The first objective is nomothetic: to develop a theory of overbalancing, an important phenomenon neglected by the balancing literature. The second is empirical: to shed light on the Saudi decision to launch the war in Yemen.