As tensions between Iran and Gulf Arab states escalate nearly six months into an ongoing conflict, the region faces mounting economic and security challenges that underscore the urgency of a resolution. While the United States maintains that it has “plenty of time” for negotiations with Tehran, Gulf countries near the Strait of Hormuz are experiencing the conflict’s immediate and severe consequences.

The confrontation began in late February and has featured Iranian attacks targeting critical civilian and military infrastructure across the Gulf. Nations including the United Arab Emirates (UAE), Bahrain, Kuwait, Saudi Arabia, Qatar, and Oman have all been affected, with strikes hitting airports, power plants, desalination facilities, and oil installations. These assaults have disrupted vital economic activities, heightened regional instability, and jeopardized the security of essential maritime routes for oil exports.

Unlike Israel, which actively engaged in the early phases of the conflict alongside the United States, the Gulf states have neither the military capacity nor the political will to enter the war directly. This dynamic places them in a vulnerable position, reliant on the consistency of American military support to deter further Iranian aggression. However, Gulf officials have expressed frustration with the perceived unevenness of U.S. policy, emphasizing the need for stronger measures to protect their interests and infrastructure.

The UAE has emerged as the most vocal critic of Iran’s actions, breaking diplomatic relations, deporting Iranian nationals, and freezing Iranian assets following ballistic missile attacks on Abu Dhabi. Bahrain, home to the U.S. Fifth Fleet and Central Command, has also retaliated against Iranian strikes on civilian and military facilities. Kuwait, often maintaining a more neutral stance, was drawn into the conflict after attacks on its main international airport and energy infrastructure.

Meanwhile, Qatar and Oman have opted to maintain diplomatic engagement with Iran despite attacks on their territory. Saudi Arabia has taken a cautious position but recently participated in U.S.-led strikes on Iranian-linked sites in Iraq following assaults on American forces.

The diverging approaches among Gulf states reflect a broader uncertainty about how best to balance confrontation and accommodation with Iran. Many agree that the current “no war, no peace” scenario is untenable given the economic toll and security risks. Yet, there is no consensus on how to proceed, particularly as the United States weighs its military options.

Analysts note that Gulf nations face difficult choices: continuing appeasement risks cementing Iran’s regional dominance; relying on indefinite U.S. protection may be unrealistic given Washington’s wariness of prolonged commitments; and escalating defense capabilities, including potential nuclear options, could inflame tensions further.

As the conflict persists, the Gulf Arab states urge Washington to adopt a clearer and more forceful strategy to compel Iran to alter its behavior. They warn that without decisive action, the survival of the Iranian regime will continue to pose an existential threat to the region’s stability and their own national security.