Shifting Sands: US Gulf Policy Recalibrates As China's Regional Ambitions Grow

Since Iraq's invasion of Kuwait in the 1990s, the United States has played the role of security guarantor in the Gulf, and despite prevailing concerns of American retrenchment, it retains a strong military footprint across the region. But China's emergence as a major player in the Gulf—with its geopolitical ambitions, thirst for foreign oil, and attractive offer of business and investment with a “look the other way” policy on human rights—has stoked fears about the eclipse of American power. While the Gulf remains of strategic importance to the US global strategy, Washington's readjustment of its regional goals suggests that it is recalibrating. Drawing on the literature of foreign policy change, this analysis uses three case studies to examine Washington's recalibration toward the Gulf under the Biden presidency: US engagement with the Iran nuclear deal, US defense agreements with the Gulf Cooperation Council (GCC), and US-GCC tech relations, specifically tensions with China over the use of Huawei technology. This article is part of a special issue on the responses of Gulf countries to rising Sino-American competition, edited by Andrea Ghiselli, Anoushiravan Ehteshami, and Enrico Fardella.