Gulf

While the United States enjoys sufficient energy resources, thanks to shale oil, the European Union does not. To assure itself of the energy supplies in the Gulf that the European Union needs, the EU should consider assisting the Gulf States in the construction and operations of the pipeline. 

Building a large-scale, completely underground oil pipeline system from the Persian/Arabian Gulf oil fields to the Mediterranean Sea is estimated to cost between $40 billion and $60 billion and would take 5 to 7 years to complete. The exact metrics depend heavily on the chosen route, political alignment across transit countries, and the required total throughput capacity. 

Breakdown of Total Costs 

Modern mega-pipeline engineering over long desert and mountain distances faces massive cost drivers: 

· Construction & Trenching ($18B – $25B): Burying multiple large-diameter (e.g., 42 to 48-inch) pipelines entirely underground requires extensive trenching, rock blasting, and specialized anti-corrosion coatings. Global benchmarks show that large-scale overland pipelines average $8 million to $12 million per mile, but full underground burial heavily drives up labor and machinery costs.

· Pumping Stations & Terminals ($8B – $12B): Moving millions of barrels of crude daily across hundreds of miles requires heavily fortified pumping stations every 60–100 miles, alongside massive new storage and loading terminals on the Mediterranean coast. 

· Geopolitical & Geotechnical Risk Premium ($7B – $10B): Multi-billion dollar  contingencies are standard to absorb project snags, material inflation, and  complex international legal/right-of-way frameworks. 

· Security Infrastructure ($5B – $10B): Given the vulnerability of cross-border energy corridors, modern estimates for Gulf bypass networks integrate specialized defensive technologies (like automated drone surveillance or surface-to-air missile defenses) to protect critical facilities. 

Construction Timeline and Stages 

· Megaprojects of this length are restricted by a sequential project lifecycle that cannot easily be accelerated simultaneously: 

· Diplomacy & Right-of-Way (Years 1–2): Securing cross-border transit legal treaties (e.g., routing through Saudi Arabia, Jordan, Israel, or Syria/Turkey) and finalizing environmental impact assessments. 

· Material Procurement & Logistics (Years 2–3): Manufacturing and transporting millions of tons of high-grade steel line pipe and heavy industrial pumps. 

· Civil Trenching & Laying (Years 3–6): Heavy execution phase. Crews can typically lay roughly 1 to 2 miles of pipe per day per construction spread.

Multiple spreads working simultaneously across different geographic zones are required to finish within a 3-to-4-year active construction window.  · Testing & Commissioning (Year 7): Hydrostatic pressure testing of the lines to ensure underground integrity, followed by line fill and gradual commercial scale-up 

Proposed Alternative Routes 

Producers in the region actively advance or evaluate different variants of this corridor to bypass maritime chokepoints like the Strait of Hormuz: 

· The Mesopotamian Corridor (Iraq/Syria route): A ~1,500 km route linking the southern oil fields of Basra to Mediterranean ports like Baniyas, Syria.  While geographically direct, it remains vulnerable to high regional instability. 

· The Trans-Arabian Upgrades: Adapting or running parallel lines to existing corridors (like the Saudi East-West Petroline, which travels 1,200 km to the Red Sea) and extending them northward to Mediterranean Sea terminals. 

How Standard Micro-Tunneling Works for Utilities: When pipeline engineers hit a mountain or an environmental zone where they cannot dig an open trench, they use Micro-Tunnel Boring Machines (MTBMs) or Horizontal Directional Drilling (HDD). These systems are highly specialized to avoid the exact problems of passenger-sized tunnels: 

· Sized to the Pipe: Unlike a 12-foot-wide transit tunnel, an MTBM is built to the exact outer diameter of the oil pipe (typically 4 to 5 feet for a 48-inch line).  This means crews excavate 90% less rock and dirt.

· Pipe-Jacking Method: Instead of laying concrete tunnel walls and then trying to slide a heavy steel pipe inside later, MTBMs use a process called “pipe jacking.” Powerful hydraulic rams at the surface push the actual steel oil pipe directly behind the drilling head as it advances into the rock. 

· No Open Voids: Because the pipeline fits perfectly into the drilled hole, there is no empty space left around it. The pipe is completely surrounded by solid rock or stabilizing grout, eliminating the risk of dangerous, explosive gas pockets building up in an open tunnel. 

The Mountain Ranges the Route Must Clear 

· To get from the Gulf fields (like Ghawar in Saudi Arabia or Basra in Iraq) to the Mediterranean, a pipeline must breach the Syrian Desert and cross a series of rugged, geologically active mountain walls running parallel to the Mediterranean coast: 

· The Jordan Rift Valley & Dead Sea Fault: Before hitting the mountains, the pipeline must drop down into one of the lowest, most seismically active valleys on Earth (falling hundreds of feet below sea level) and then immediately climb back out. 

· The Judean Hills & Golan Heights: Depending on the exact coastal terminal, the line must climb over rugged limestone ridges ranging from 3,000 to 4,000 feet high.

· The Anti-Lebanon & Mount Lebanon Ranges: If the route takes a more northern path toward Syria or Lebanon, it faces severe alpine conditions with peaks soaring between 9,000 and 10,000 feet. 

The Geopolitical Treaties Required 

Building a multi-billion dollar piece of energy infrastructure across national borders requires an intricate web of international legal frameworks. Historically, cross-border pipelines are governed by Host Government Agreements (HGAs) and Intergovernmental Agreements (IGAs). 

To make a Gulf-to-Mediterranean pipeline a reality, several unprecedented breakthroughs would be needed: 

· Transit Fees and Tariffs: The countries hosting the pipeline but not producing the oil (like Jordan or Syria) must negotiate “transit fees.” These are typically paid in cents per barrel of oil that passes through their territory, providing them with billions in long-term revenue. 

To make a Gulf-to-Mediterranean pipeline a reality, several unprecedented breakthroughs would be needed: 

· Transit Fees and Tariffs: The countries hosting the pipeline but not producing the oil (like Jordan or Syria) must negotiate “transit fees.” These are typically paid in cents per barrel of oil that passes through their territory, providing them with billions in long-term revenue. 

· The “Right of Way” Guarantee: Sovereign nations must sign legally binding treaties promising that they will not shut off or seize the pipeline during diplomatic disputes. A famous historical warning is the original Trans-Arabian Pipeline (Tapline), which was repeatedly disrupted, sabotaged, and eventually shut down permanently due to border conflicts and transit fee arguments between Saudi Arabia, Jordan, Syria, and Lebanon. 

· The Abraham Accords Framework: If the pipeline takes the most geologically direct southern route to terminals in Israel (like Ashkelon or Haifa), it relies heavily on the long-term stability and expansion of the Abraham Accords. Saudi Arabia and Israel would need formalized economic treaties to protect a joint energy corridor from regional political shifts. 

· Joint Security Commands: Because a pipeline stretching thousands of miles across the Middle East is a prime target for non-state actors and drone strikes, treaties must establish a unified security framework. This allows military and intelligence sharing across borders to patrol the pipeline corridor with automated drone networks and satellite monitoring. 

Environmental Safeguards for Freshwater Aquifers The Jordan Valley and the surrounding mountain ridges contain critical freshwater sources, such as the Mountain Aquifer, which supply drinking water to millions of people in Israel, Palestine, and Jordan. A single major crude oil leak could seep into the porous limestone and permanently poison these non-renewable water reserves.  To mitigate this, engineers deploy an array of specialized defenses: 

· Pipe-in-Pipe Technology (Double Containment): In high-consequence water zones, crews do not use a standard single-wall pipe. They build a “pipe-in-pipe” system where the main 48-inch crude oil line sits inside a larger, secondary outer steel casing. The vacuum gap between the two pipes is monitored 24/7 for pressure changes; if the inner pipe leaks, the outer pipe captures the oil before it touches the soil. 

· Fiber-Optic Acoustic Leak Detection: Continuous fiber-optic cables are buried directly alongside the pipeline. These cables can “hear” the micro-acoustic vibrations and sudden temperature drops caused by a pinhole leak. This allows operators to pinpoint the exact location of a breach within meters in less than a minute. 

· Emergency Remote Isolation Valves: The pipeline is segmented by heavy-duty, automated shut-off valves. In flat areas, these are placed every 20 miles. In critical aquifer zones or steep mountain drops, they are placed every 1 to 2 miles. If the control center detects a pressure drop, these valves slam shut automatically via satellite command to trap the oil inside a small, isolated section, preventing millions of gallons from draining into the environment. 

Daily Revenue for Transit Countries 

· Transit countries like Jordan or Syria do not own the oil, but they make massive profits simply by letting it cross their land. These fees are negotiated as a tariff—a fixed dollar amount charged per barrel of oil moved. 

· Assuming a modern mega-pipeline with a capacity of 2 million barrels per day (bpd) and a standard international transit tariff of $0.60 to $1.20 per barrel, we can calculate the massive financial impact on a host country’s budget:

DAILY TRANSIT REVENUE ESTIMATE │ 

Pipeline Throughput Capacity │ 2,000,000 Barrels / Day 

Average transit tariff rate: $0.90 USD per barrel 

Daily Revenue Generated │ $1,800,000 USD / Day 

Annual Revenue Generated │ $657,000,000 USD / Year 

The Broader Economic Impact 

· Direct Budget Injection: For a developing economy like Jordan, an extra $650M+ per year in pure cash represents a massive boost to their national budget, easily funding large-scale public infrastructure or health programs. 

· In-Kind Energy Off-Takes: Rather than taking 100% of the payment in cash, transit treaties often allow host countries to take a portion of the payment in free crude oil. This allows them to supply their local refineries and secure cheap domestic gasoline without relying on volatile global energy imports. 

· Long-Term Economic Leverage: Hosting the pipeline transforms these non-producing nations into critical gatekeepers for global energy markets, giving them significant diplomatic leverage when negotiating trade and security deals with major global superpowers. 

Maritime Shipping Insurance & The Strait of Hormuz Bypass  The Strait of Hormuz is the world’s most sensitive maritime energy chokepoint. During periods of regional conflict, Lloyd’s of London and global marine underwriters designate

the Persian Gulf as a listed area (high-risk zone), triggering drastic shifts in shipping economics. 

· War Risk Premiums: When regional tensions spike, war risk insurance premiums for oil tankers navigating the Strait can surge from a baseline of 0.025% of the ship’s value to over 0.25% to 0.5% per voyage. For a modern $100 million Very Large Crude Carrier (VLCC), this adds an extra $250,000 to $500,000 in insurance costs for a single transit. 

· Bypassing the Chokepoint: Moving oil via the underground pipeline directly to the Mediterranean entirely eliminates the need for tankers to enter the Persian Gulf. Tankers load at secure Mediterranean ports (like Ashkelon, Haifa, or Baniyas) within standard, lower-risk European maritime zones. 

· Shipping Time Savings: Loading in the Mediterranean slashes the sailing distance to European and North American refineries by roughly 3,500 to 4,500 miles compared to sailing all the way around Africa or paying steep transit fees to use the Suez Canal. This reduces freight operating costs and completely erases the risk of a regional conflict stranding a fleet inside the Gulf. 

Naval Defense Infrastructure at the Mediterranean Terminal 

Because the new Mediterranean pipeline terminal would handle up to 2 million barrels of oil per day, it becomes a high-value strategic asset. Protecting it requires a multi-layered naval defense perimeter extending miles out to sea:

· Anti-Drone & Anti-Torpedo Netting: Heavy, underwater physical barriers and sensor nets are deployed around the loading buoys and piers to catch or detonate incoming unmanned underwater vehicles (UUVs) or loitering aquatic explosive drones. 

· Phalanx CIWS & Missile Batteries: The onshore terminal facility integrates close-in weapon systems (CIWS) and surface-to-air missile batteries (like Iron Dome or Barak MX systems) to intercept incoming rocket, drone, or anti-ship missile strikes launched from sea or land. 

· Active Naval Patrols: Host nations deploy continuous maritime security cordons using fast attack craft, sonar-equipped corvettes, and aerial reconnaissance drones to enforce a strict 5-to-10 mile exclusion zone around the offshore loading terminals, vetting every incoming commercial vessel. 

Conclusions 

With political tensions between the United States and the European Union increasing and confidence in the United States’ foreign policy falling, Europe needs to find and secure an energy source that is not dependent on either the United States or Russia.  An agreement, both economic and political, would in the long run make Europe independent from energy sources from either country. The idea of an overland pipeline to the Mediterranean is both economically and engineeringly possible. What is needed is the political will to make it happen.

Al Jazeera’s Tohid Asadi reports from Tehran as the US launches strikes for the 13th consecutive night. Iranian leaders are warning further attacks could lead to retaliation targeting Gulf nations.

The US president’s threat comes after another day of Iranian attacks on Bahrain, Kuwait and Jordan.

United States President Donald Trump says he may launch the largest strikes on Iran yet after Tehran carried out another wave of retaliatory attacks on US allies in the Gulf, including hitting a telecommunications tower in Kuwait.

In remarks to US news website Axios on Thursday, Trump said he was “considering a massive attack” that would be “bigger than ever before”.

“I am close to making a decision. We are all set for it,” Trump said.

The threat raises the stakes yet again in a weeks-long military confrontation in which the US has attacked Iran for 12 straight nights, including hitting bridges and tunnels, according to Iranian media reports.

Iran’s retaliatory attacks have rippled throughout much of the Gulf, sparking fears of a worsening energy crisis.

The spiralling conflict has all but destroyed an interim peace deal signed by the US and Iran last month.

‘Eye for an eye’

Iranian Minister of Foreign Affairs Abbas Araghchi warned on Wednesday that Tehran would retaliate “an eye for an eye” against any future attacks, including those on Iran’s infrastructure.

After another night of US attacks on Wednesday, Iran responded with missile and drone attacks on Jordan, Bahrain and Kuwait on Thursday.

Iran’s Islamic Revolutionary Guard Corps (IRGC) said the attacks in Jordan and Kuwait targeted and hit US military assets.

The IRGC also acknowledged attacking a telecommunications tower in Kuwait, saying it was in retaliation for US attacks on telecommunications towers in Iran.

In a statement addressing the Kuwaiti people directly, the IRGC insisted that the US, not Iran, had breached the Gulf state’s “territorial integrity and sovereignty”.

Later on Thursday, Kuwait said that its Abdali border crossing with Iraq had also come under attack by “hostile drones”.

“The armed forces’ retaliatory attacks will continue as long as the US attacks on the country’s infrastructure and coastal areas continue,” said the Iranian army’s spokesperson, Mohammad Akraminia.

Houthis attack Saudi tankers

Meanwhile, Yemen’s Houthi rebels further expanded the confrontation on Thursday by firing at two Saudi tankers in the Red Sea, leading to broad international condemnation and a spike in global oil prices.

“The situation is getting out of control. It is teetering on the edge of the unimaginable,” United Nations Secretary-General Antonio Guterres told a meeting of the Security Council. “One crisis feeds another. One escalation triggers the next.”

The Houthis have declared a blockade of Saudi Arabian ports, destabilising a second key global shipping route: the Bab al-Mandeb Strait.

The Strait of Hormuz has been effectively shut since the US and Israel launched the war on Iran in late February.

Reporting from Sanaa, Yemen, Al Jazeera’s Yousef Mawry cited Houthi sources as saying that the facilities of Saudi Arabia’s national oil company Aramco “could become a future target” of the Houthis if Riyadh does not lift its own blockade on Houthi-controlled ports.

The international oil benchmark Brent crude surged past $100 a barrel on Thursday for the first time in May, in what analysts said could have an even greater impact on the global economy.

“Much of the world’s spare production capacity has already been used, while strategic and commercial oil inventories are lower than when the war began, leaving the market with fewer buffers against a prolonged supply disruption,” said Janiv Shah, vice president of the Rystad Energy consultancy.

Before the war, roughly 15 million barrels of Gulf oil passed through the Strait of Hormuz every day, as roughly a fifth of the world’s traded oil moved through the maritime chokepoint in peacetime.

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With the channel still largely closed and prices elevated, at least seven major pipeline projects are now under construction, in planning or under discussion to push supplies out through the Red Sea, the Suez Canal and the Gulf of Oman instead, according to Gulf officials, energy companies and market analysts.

With the Iran war reignited this month, Brent crude is trading again at around $93 a barrel at the time of writing, well above the roughly $72 it fetched after June’s short-lived truce, and the US benchmark WTI has also risen to roughly $90 a barrel.

Depending so heavily on the Strait of Hormuz “is no longer a prudent long-term strategy,” said Victoria Grabenwöger, a senior researcher at the data firm Kpler.

Two escape valves already exist, and both are close to their limits.

Saudi Arabia’s East-West pipeline, built in the 1980s when Tehran threatened shipping during the Iran-Iraq war, carries crude from the Abqaiq complex to Yanbu on the Red Sea, where tankers head south towards the Arabian Sea or north to the Suez Canal.

Meanwhile, the UAE has been channelling more oil to Fujairah, its port on the Gulf of Oman about 145 kilometres south of the Strait of Hormuz.

Together the two links had a spare capacity of some 3.5 to 5.5 million barrels a day before the war, according to the US Energy Information Administration, and both now run close to full representing around 6.5 million barrels a day.

Abu Dhabi’s state oil company is also racing to finish a project it began before the war.

Its $3 billion (€2.6bn), 300-kilometre pipeline to Fujairah, laid alongside an existing line, is designed to lift deliveries by over 1.2 million barrels a day and is roughly half built, according to Kpler, which expects the official early-2027 completion target to slip to mid-2027 because the port itself must be expanded.

Even that timetable, the firm argues, only became conceivable because of the blockade.

Red Sea relief, Red Sea risk

The Red Sea route has vulnerabilities of its own, and this week served as a reminder.

Yemen’s Iran-backed Houthi rebels, who declared a blockade on Saudi-linked shipping in retaliation for the kingdom’s blockade of Yemen and an attack on Sanaa’s airport, said on Thursday they had attacked two Saudi tankers, the Encelia and the Layla, setting both on fire.

Saudi state media reported a blaze at the bow of the Encelia with no casualties, while the UK Maritime Trade Operations centre reported a tanker struck by “an unknown projectile” southwest of Al Shuqaiq.

The Iran-backed group has disrupted the Bab el-Mandeb Strait before, a maritime chokepoint carrying about 12% of world trade, and a Houthi drone strike forced the East-West pipeline itself to shut back in 2019.

Iraq’s $60 billion bet on Washington

Nowhere is the scramble more urgent than in Iraq, which draws about 90% of state revenues from oil exports and has had to cut output because of its dependence on the Strait of Hormuz.

Prime Minister Ali al-Zaidi returned from Washington last week with 48 agreements signed with American firms, spanning energy, healthcare and technology and worth more than $60 billion, according to Reuters, including tie-ups involving ExxonMobil, Shell, Halliburton, KBR and GE Vernova.

The centrepiece is a deal with Syria to rebuild the long-dormant pipeline running from the Kirkuk fields to the Mediterranean port of Baniyas, a project Iraqi state media says Chevron will execute and which the US State Department, welcoming the plan, called “a critical energy corridor” with an initial capacity of 2 million barrels a day.

Baghdad is also weighing a line from Basra to Jordan’s Aqaba.

Washington’s ambassador to Turkey, Tom Barrack, predicted the agreements would render the Strait of Hormuz “an afterthought”.

July 21 (UPI) — Conditions from Tropical Storm Bertha will continue to spread into Wednesday across parts of the north Gulf Coast, the National Hurricane Center said. Tropical storm conditions are possible in Louisiana by late Wednesday.

The storm, which isn’t expected to become a hurricane before fizzling out, formed Monday night.

The epicenter of the storm was located about 120 miles west-southwest of Panama City, Fla., and 105 miles south-southeast of Mobile, Ala., the NHC said in its 7 p.m. CDT update. The storm was traveling west at 6 mph and had maximum sustained winds of 60 mph.

Winds must reach at least 74 mph for a storm to be considered a hurricane.

There was a tropical storm warning in effect from the Bay/Gulf County line in Florida west to Morgan City, La., metropolitan New Orleans and Lake Pontchartrain. A tropical storm watch was in place from Morgan City, La., west to Cameron, La., and Lake Maurepas. This marked no change from the 4 p.m. CDT update.

“Little change is strength is expected tonight, and gradual weakening is forecast Wednesday through Friday,” the NHC said.

Bertha is expected to produce total rainfall amounts of 2 to 4 inches with isolated higher totals through Thursday along the central Gulf Coast from western Florida into southern Louisiana. This could produce isolated flash flooding, especially in urban areas, the NHC said.

Surf conditions caused by Bertha will continue spreading west along the northern Gulf Coast, with swells likely to cause life-threatening surf and rip current conditions.

For the ninth consecutive night, the United States mounted attacks on Iran’s defence facilities and maritime capabilities into the early hours of Monday, with Tehran hitting back in tit-for-tat strikes as warning sirens blared in neighbouring Gulf countries and Jordan, home to US military bases.

Both sides have accused each other of violating the memorandum of understanding (MoU) they had signed in Islamabad, Pakistan, on June 17. US President Donald Trump has said he views the truce as over, while Iran has said it no longer intends to adhere to the MoU.

Meanwhile, the Strait of Hormuz — through which 20 percent of the world’s oil and gas passed during peacetime — is shut again, sending crude prices shooting up yet again. On Sunday, the US military said another American service member had been killed late last week, bringing the total number of deaths to 17.

So, what has changed in the last two months for the US, Iran and the Gulf countries as the MoU has unravelled in terms of economic impact, widening of military targets, and how they view the war?

Economy

The Strait of Hormuz — the kill switch of the global economy — has been closed down by Iranian authorities, warning that not even a drop of oil shall pass through the waterway amid US attacks and a naval blockade against Iran’s ports.

The MoU had paved a path for the reopening of the strait. And that had briefly pulled oil prices to par with pre-war levels.

The GCC

The strait is of critical importance, especially for Gulf Cooperation Council (GCC) states, which saw their economic security and energy strategy severely affected by export curbs. The war on Iran has brought about the largest disruption to global oil and liquefied natural gas (LNG) supplies in modern history.

The costs go beyond just energy revenue losses, noted Mohammad Reza Farzanegan, an economist at Germany’s Marburg University.

“The conflict also threatens the GCC countries’ diversification strategies. Tourism, aviation, logistics, construction, real estate and foreign investment all depend on perceptions of regional stability,” he told Al Jazeera. “Continued war increases insurance and transport costs and encourages investors and tourists to reconsider their exposure to the region.”

Iran

For Iran, the MoU lifted the naval blockade against Iranian ports and offered oil and banking sanctions waivers, and Tehran rushed to export tens of millions of barrels of crude oil.

The earlier US blockade had curbed Iranian exports, with Iran’s parliament speaker and chief negotiator, Mohammad Bagher Ghalibaf, telling Iranian state TV in an interview last month that “we did not export even one barrel” during the blockade.

However, as fighting resumed, the US disabled a vessel in the Strait of Hormuz, reported to be carrying Iranian crude. Tehran has also hit commercial vessels in the waterway, and the US has been bombing Iran’s coastal areas since then.

“[The renewed US naval blockade] is more damaging than conventional sanctions because the restrictions are now enforced physically,” said Farzanegan. “Iran therefore has much less room to use intermediaries, alternative flags and informal shipping arrangements to maintain oil exports.”

“The immediate consequences are lower foreign-exchange revenues, further depreciation of the rial and stronger inflationary pressure,” the economist told Al Jazeera.

Iran’s economy has been suffering from one of the world’s highest inflation rates. The rial touched nearly 1.9 million against the US dollar this week, a new all-time low. The Tehran Stock Exchange’s main index lost another 120,000 points or 2.4 percent on Saturday to stand at 4.77 million.

The US

Trump’s war has been widely unpopular in the US. The president recorded a 60 percent disapproval rating on the economy, as per the latest CNBC polling, with a net approval rating of -22, reported to be the lowest of his political career.

As per the poll, 61 percent of respondents said they are pessimistic about the state of the economy, the highest percentage since December 2023.

“The effects are most visible in energy prices and consumer purchasing power. This increases household costs and complicates the political position of President Trump and Republican candidates ahead of the November 2026 congressional elections,” said Farzanegan.

Military

The US

The US military has had 17 personnel killed in the war with Iran so far. Three of them have been killed since the resumption of the war about 10 days ago.

“We hit them very hard again tonight,” Trump said on Sunday, adding, “We did that in honour of the – probably three – it’s probably three great patriots.”

Two US personnel were killed in an Iranian attack on an airbase in Jordan on Friday, and a third is missing. Another soldier was killed last week in Iraq while defusing unexploded ordnance from an Iranian drone.

Tehran has claimed to have hit several US military facilities in Kuwait, Bahrain, and Jordan, including an aircraft at Aqaba airport.

Al Jazeera could not immediately verify the extent of damage to any facilities.

The Gulf

The renewed attacks from Iran on most Gulf countries, as well as Jordan, have forced them to deploy their interceptors. GCC countries had already used hundreds of expensive interceptors during the first phase of the US-Israel war on Iran in March and April.

But the Iranian military’s attacks have also hit civilian infrastructure in Gulf countries. The bombing of power and desalination plants in Kuwait has drawn widespread regional condemnation.

“What is happening is a severe shock to the GCC countries,” Nader Habibi, an Iranian-American economist, told Al Jazeera. “Now, after the disruptions of the past seven months, even as they have tried to avoid getting involved, the civilian population is indirectly impacted.”

Iran

The US insists that it has focused its attacks on Iran’s military infrastructure, especially on the country’s southern islands — some of which act as forward military or surveillance posts, and others that are believed to host missile bunkers.

But Tehran has accused the US of targeting civilian infrastructure as well in recent days, including bridges and tunnels, ports and dock facilities, power stations and water plants. Iranian officials have said more than 50 people have been killed and about 500 wounded in US attacks in the past three weeks.

Narrative

More than the war itself, a significant part of the messaging from the US and Iran has been over the control of the Strait of Hormuz.

The US

Washington says its renewed attacks are aimed at degrading Iranian capabilities to disrupt maritime traffic in the waterway, with Trump saying last week that “the US controls the Strait”.

Iran

Tehran has pushed back on Trump’s claim.

Farzanegan said Iran’s “ability to influence shipping through the Strait of Hormuz remains a unique source of bargaining power”. “Tehran is therefore prepared to bear considerable costs to preserve this leverage.”

He added that Iran may also calculate that extending part of the economic costs to neighbouring oil-exporting countries will encourage these governments to use their political influence in Washington and push the US towards negotiations.

“This appears to be one reason why Iran is prepared to maintain pressure in the Strait despite the considerable costs to its own economy,” the analyst added.

Aniseh Tabrizi, an associate fellow on the Middle East and North Africa Programme at think tank Chatham House in London, said the significant change since the MoU unravelled “is that there is less optimism than before about diplomacy being feasible”.

“For all the sides,
it is difficult to foresee a scenario in which another deal is not only reached, but also implemented successfully,” she told Al Jazeera. “And that makes it particularly concerning for all the parties involved.”

Tabrizi noted that there appears to be “no imminent drive” from the Iranian side to sign a deal. “They are still maintaining escalatory attacks, but also reciprocating the kind of attacks that are conducted against the country,” she said.

The Gulf

GCC countries have continued to condemn Iran’s attacks on the regional countries, while calling for diplomacy to dial down the escalation. They have made it clear that Iran’s unilateral control over the Strait of Hormuz would not be acceptable to them.

Tabrizi added that, like the weeks before the Islamabad MoU, regional countries, especially Qatar, are still batting for talks.

If anything, Farzanegan said, the economic losses can bring all the sides to the table again for talks.

“Higher economic losses increase the incentives for negotiations,” he said. “A return to negotiations becomes more likely when both sides conclude that continued escalation cannot improve their bargaining position.”

Economist Habibi agreed that if an agreement is reached again, “it would be primarily because of the stability of the economic pressures on both sides”. However, he added that the probability of escalation in the next couple of weeks is higher than the probability of negotiation.

Iranian strikes have targeted Kuwait’s power and water desalination plant. Al Jazeera’s Victoria Gatenby explains what that means for Kuwait and the rest of the Gulf Cooperation Council countries.

US Central Command says new strikes on Iran are designed to further degrade Iran’s ability to choke the Strait of Hormuz.

The United States military said Sunday that it launched new strikes on Iran to “swiftly punish” the country’s Islamic Revolutionary Guard Corps (IRGC) for an attack that killed two American service members and left one missing and four requiring hospitalisation.

An area near Sirik in Iran’s Hormozgan province and Qeshm Island have been hit on the eighth consecutive night of US air strikes on Iran, according to Iran’s semi-official  Mehr and Tasnim news agencies.

The attacks happened early on Sunday, hitting Sirik at 1:30am local time (22:00 GMT, Saturday), and Qeshm Island at about 3:38am (00:08 GMT, Sunday) and again at 6:10am local time (0240 GMT) according to Iranian reports.

Tasnim also said the US military targeted a location near Shadegan in Iran’s Khuzestan province at 5:55am (02:25GMT Sunday).

The reports said there were no casualties and that residential and commercial infrastructure was not damaged in the attacks.

In a post on X, US Central Command (CENTCOM) said the US military launched new strikes “designed to further degrade Iran’s ability to threaten commercial shipping in the Strait of Hormuz”.

The post added that strikes were also in retaliation for Iranian ballistic missile and drone attacks on a US base in Jordan that killed the two US service members on Friday.

US Central Command later said its strikes targeted “Iranian military coastal surveillance and air defense facilities, maritime capabilities, and missile and drone storage sites.”

Since the war began in February, 16 US service members have been killed and more than 430 wounded.

The Tasnim news agency said there were reports of explosions in Qom, Arak and Behbahan that were later denied by local authorities.

The governor of Arak said that “the situation is completely normal and so far we have not had any reports of attack or explosion”.

Iranian retaliatory strikes

Tasnim news agency said the Iranian army targeted US military assets in two bases in Kuwait.

A statement from Iran’s military said, “In response to the repeated aggressions of the enemy”, the army targeted a US “ammunition depot at Al-Adiri camp and the Patriot radar and air radar” at the Ali Al Salem base in Kuwait.

“Unforgettable lessons”

Before the latest US strikes began, Iran’s supreme leader warned of “unforgettable lessons” if the US continued its attacks on Iran.

Initially, the battle focused on control of the Strait of Hormuz. But US strikes have now widened to include civilian infrastructure, including bridges and desalination plants for drinking water.

State-run news agency IRNA said the Bonji desalination plant was destroyed, cutting off water supplies to about 10,000 people, and a desalination plant on strategic Qeshm Island inside the strait was damaged.

Iran’s Deputy Foreign Minister Kazem Gharibabadi told state television the US is violating terms of the interim deal and “no longer implementing them”.

Iranian authorities said at least 50 people have been killed and more than 500 wounded in US strikes in the past three weeks.

Late Saturday, the Iranian embassy in India named two girls – Sogand Dardmand and Fatemeh Zahra Akbari – who were among seven killed in a US strike on Bandar Khamir in southern Iran, which took place on Thursday.

Al Jazeera’s Tohid Asadi, reporting from Tehran, said that the last eight nights of US strikes on Iran have caused “anger” and “frustration” among the populace.

“People don’t really know whether they are going to see the continuation of this confrontation, or how long it’s going to take, and also if there is a possibility for a diplomatic settlement to resolve all these complexities and find a long-lasting solution”, he said.

US marines from the 11th Marine Expeditionary Unit have released video showing them boarding M/T Wen Yao in the Gulf of Oman as part of the naval blockade against Iran.

Tehran launched strikes against several countries across the Gulf and wider region overnight as the United States military raised its attacks on Iran.

Reports on Friday morning said that Bahrain, Iraq, Kuwait, Oman and Qatar, as well as Jordan and Syria, had been forced to take defensive action against Iranian missiles and drones, amid a sixth night of US strikes on Iran.

The escalating US air campaign targeted civilian infrastructure in the south of the country, including telecommunications networks, railway systems, and the Bandar-e Khamir bridge in Hormozgan province, where local media reported on Thursday night that at least seven people were killed.

Tehran has justified its strikes against Gulf and other states by saying it is targeting US facilities in the region, insisting that Washington has used its bases there as launchpads to strike Iran.

In Qatar, which hosts major US military facilities, the security threat level was elevated as loud explosions were heard across parts of the capital, Doha, early on Friday morning.

Warning sirens sounded as residents received security alerts on their mobile phones. Qatar’s security threat level was raised again after the initial alert, but the situation later returned to “normal” after the threats were cleared.

The Qatari Ministry of Interior confirmed on Friday morning that a child who was injured by falling shrapnel during the assault is now receiving medical care. Earlier, Qatar rejected Israeli reports that it was planning to join military action against Iran.

Iran’s army said it targeted US helicopters and reconnaissance aircraft at the Sakhir airbase in Bahrain, according to a report from the country’s semi-official Tasnim news agency.

The Islamic Revolutionary Guard Corps (IRGC) claimed early on Friday to have successfully targeted US monitoring assets in Oman.

In a statement, the military said it destroyed a US air control radar in the northern Ghanim region and a maritime surveillance radar positioned on rocks in the Strait of Hormuz.

The IRGC declared that the critical shipping waterway – which has become the key issue in the latest outburst of conflict between the US and Iran – “remains in the hands of the IRGC Navy’s admirals”.

The IRGC also reported that it hit a US military base in Kuwait early on Friday. It said that the attack targeted a missile defence radar, several key weapons depots and two HIMARS surface-to-surface missile launchers.

In northern Iraq, Kurdish counterterrorism forces reported that US coalition forces shot down eight explosive drones over the city of Erbil, according to the Iraqi News Agency (INA). No casualties were reported.

The Jordanian army announced its air defence systems shot down three Iranian missiles transiting its airspace on Friday morning. No casualties were reported as engineering teams dealt with falling debris.

The IRGC also claimed to have attacked a US special operations command centre at the al-Tanf military base in Syria, according to a Tasnim news agency report.

Call to return to ‘hard-won’ deal

As hostilities between the US and Iran continue to escalate, threatening to spread across the region and curb the global economy, efforts to convince Washington and Tehran to return to negotiations are accelerating.

China’s Foreign Minister Wang Yi and Pakistani counterpart Ishaq Dar called on Friday for an immediate ceasefire and the resumption of dialogue, hoping to save the tentative ceasefire agreed upon last month.

Both countries have sought to mediate in the months-long conflict, which rekindled with renewed fighting over the Strait of Hormuz a month after the signing of a preliminary deal aiming to end the war.

That agreement was “hard-won”, Wang said, adding: “Peace is before our eyes, [we] cannot fall at the last hurdle and even more so cannot lose what we have gained.”

Iran has said 38 people have been killed, and more than 400 injured, in the US attacks since the two sides met in Switzerland on June 22 for talks to end the war through a 60-day negotiation period, the AFP news agency reported.

The United States carried out attacks against Iran for a third consecutive night late on Monday.

Iran has continued to hit targets in the Gulf in several waves of retaliatory strikes on Tuesday, including UAE‑flagged oil tankers in the Strait of Hormuz and US military facilities in Bahrain and Kuwait.

Here is a recap of what has happened on Monday night and Tuesday, and what each side has said.

Where did the US attack Iran?

US Central Command, the military’s regional command known as CENTCOM, said its latest strikes began at 4:45pm ET (20:45 GMT) on Monday and were aimed at degrading Iran’s capacity to attack “innocent civilians and commercial shipping” in the strait.

CENTCOM later announced the conclusion of its strikes and said the latest round of attacks on Iran lasted five hours. It added that US forces “successfully struck military targets across Iran including Bushehr, Chah Bahar, Jask, Konarak, Abu Musa, and Bandar Abbas”.

Iranian state television and semi-official news agencies reported explosions throughout the night across the country’s southern coast, including the port city of Bandar Abbas, and on Kish and Qeshm islands, as well as the town of Jam in Bushehr province.

A projectile that struck western Bandar Abbas caused no casualties, the Fars news agency reported, citing the regional governor’s office.

What areas did Iran target?

For its part, Iran’s Islamic Revolutionary Guard Corps (IRGC) said it had launched a wider retaliatory campaign against US allies and interests across the Gulf.

Iran’s Tasnim news agency reported that Iranian forces had struck several “violating” vessels in the strait, and that a US-made drone had been shot down near Bandar Abbas.

The UAE: The UAE said two of its oil tankers had been hit by Iranian cruise missiles in Omani waters in the Strait of Hormuz. The UAE added that one Indian national crew member had been killed on one of the tankers, and eight other people were wounded.

Iran’s Tasnim news agency said the IRGC hit two “offending” oil supertankers, citing an IRGC statement – apparently referring to the two UAE tankers.

Kuwait: The Iranian army said on Monday that it had carried out a drone attack on US military targets in Kuwait. In a statement posted by state broadcaster IRIB, the army said it launched drones at a US Patriot missile system, fuel tanks, a watchtower, an ammunition depot and communication systems.

Bahrain: The IRGC said it targeted “several weapons storage depots, a satellite communications centre, and a building housing US forces” at al-Juffair Base in Bahrain. It also said it had hit the US Fifth Fleet in Bahrain with missiles and drones.

Air sirens have been heard four times in Bahrain on Tuesday so far.

Jordan: Jordan’s army said it shot down four missiles in Jordanian airspace that were fired from Iran, according to the official Petra news agency. After this, the IRGC said it launched ballistic missiles at US forces and key facilities at an airbase in Jordan.

In a message addressed directly to Jordanians, the IRGC insisted that the operation was aimed at the US military presence in the country rather than at Jordan or its citizens. “You know that we hold no animosity toward your country. On the contrary, we deeply love you, the noble people. You understand the pain and suffering of the Palestinian people better than any other nation, and you are aware of the crimes of the Zionist regime in the massacre of 70,000 Palestinians, including 20,000 children in Gaza, carried out with the direct involvement of the United States,” it said.

What have the US and Iran said?

US President Donald Trump formally notified Congress on July 10 that fighting with Iran had resumed on July 7, invoking his authority to keep US forces in combat for another 60 days without lawmakers’ approval.

At a news conference on Monday, Trump said Iran’s offensive capabilities were being dismantled, but he still thinks a “deal is possible” despite the return to open fighting.

Trump also repeated an earlier demand that Gulf nations help cover the cost of protecting shipping, saying Washington was “protecting a very rich portion of the world” and expected to be paid for it.

On Monday, Trump also threatened to “take out” Kuh-e Kolang Gaz La, also known as Pickaxe Mountain, a suspected nuclear site near the Natanz uranium enrichment facility in central Iran.

Meanwhile, the US blockade on Iran, confirmed by the US Navy-led Joint Maritime Information Centre (JMIC), is due to begin at 20:00 GMT on Tuesday.

The US’s blockade covers Iran’s ports and terminals along the entire southern coastline, according to JMIC.

Ebrahim Azizi, the head of the Iranian Parliament’s National Security Committee, has warned that Iran remains steadfast in defending its red lines, following the formal introduction of a bill to manage the Strait of Hormuz.

In an X post on Tuesday, Azizi wrote: “Last night, coinciding with the downing of US drones, the ‘Strategic Action for the Security and Sustainable Progress of the Strait of Hormuz and the Persian Gulf’ bill was formally introduced in Iran’s Parliament. We remain steadfast in defending our red lines, particularly regarding the management of the Strait of Hormuz.”

What is happening to shipping in Hormuz?

Oil prices rose more than 9 percent on Monday, with Brent crude climbing to about $81 a barrel, its highest level since mid-June.

Kpler, the ship-tracking firm, said crossings through the strait fell by about 52 percent between July 10 and July 12, compared with the previous week.

Iran’s Islamic Revolutionary Guard Corps (IRGC) has targeted US military facilities in Bahrain, claimed it has destroyed radar systems in Oman and hit Jordan and Kuwait in its latest round of overnight retaliatory strikes against the United States.

Tehran’s attacks on Monday came as a response to Washington’s escalating strikes as prospects of peace between the two countries recede.

Here is a recap of the latest attacks:

Where were the latest Iran attacks?

Oman: The IRGC said it attacked Oman as part of its latest phase of retaliation. It said it targeted “the FPS long-range aerial radar and the vessel detection radar in Oman”, adding that these radar systems were destroyed.

Bahrain: The IRGC also said it launched missile and drone attacks targeting “installations and infrastructure of the aggressive US army” in Juffair, Bahrain.

Bahrain’s Ministry of Interior said on Monday that sirens had been sounded in the country as it warned people to remain calm and head to the nearest safe place.

The IRGC earlier said it targeted several facilities at the Sheikh Isa Air Base in Bahrain.

Jordan: Jordan’s military said on Monday that it intercepted and downed “four missiles that entered Jordanian airspace” and came from Iranian territory.

Earlier, the IRGC said it targeted Jordan’s Prince Hassan Air Base with missiles and drones and set fire to several fuel depots and ammunition storage facilities.

Kuwait: The IRGC said on Monday that it also targeted a US surface-to-surface missile base in Kuwait, “setting fire to two HIMARS missile launchers and missile-packed warehouses, completely destroying them”.

HIMARS stands for high mobility artillery rocket systems, which are mobile rocket launchers manufactured by the US.

Earlier, the General Staff of Kuwait’s Army said air defence systems were engaging “hostile aerial targets” inside the country’s airspace.

It said any explosions heard were the result of air defence systems intercepting the attacks and urged the public to follow safety and security instructions.

Where was Iran hit?

The US military’s Central Command (CENTCOM) earlier said it hit “dozens of targets at multiple locations with precision munitions to degrade Iran’s ability to continue attacking international shipping flowing through the Strait of Hormuz”.

These targets included “Iranian military air-defense systems, coastal radar sites, missile and drone capabilities, and small boats”, it said.

CENTCOM said it deployed “US fighter aircraft, naval vessels, one-way attack aerial drones, and one-way attack sea drones for the first time”.

Valiollah Hayati, the deputy governor for security and law enforcement in western Iran’s Khuzestan province, told the semiofficial ISNA news agency on Monday that US forces attacked at least eight locations across Khuzestan overnight.

Hayati also said one person was killed and four were injured when a projectile hit an agricultural water-pumping station in Mahshahr, according to the IRNA news agency.

Iran’s Tasnim News Agency reported on Monday that a US-manufactured LUCAS (low-cost uncrewed combat attack system) suicide drone was “accurately hit and shot down” in Bandar Abbas, a city on the Strait of Hormuz.

What has each side said?

The Iranian Ministry of Foreign Affairs released a statement on Monday condemning the US strikes on targets in Iran.

US President Donald Trump insisted that the Strait of Hormuz was open during an appearance on the NBC TV network’s Meet the Press programme on Sunday.

“They’re very, very evil and sick people. We had meetings with them. They agreed to a deal yesterday, a perfect deal for us. No nuclear, no this, no that, no nothing. They gave up everything. And then after that, they left the room. And then within an hour, they launched a drone at a ship,” Trump said.

When did the conflict reignite?

On July 6, the IRGC struck three commercial vessels, including a Qatari liquefied natural gas tanker, off Oman. Iran accused the ships of trying to pass through the Strait of Hormuz without its permission. Tehran’s interpretation of a key clause in the June memorandum of understanding (MoU) with the US gives it the authority to manage traffic through the waterway.

The following day, the US said it carried out strikes on Iranian military targets. Tehran in turn responded with missile and drone attacks on military bases across the Gulf where US forces are deployed.

On Wednesday, Trump told reporters the MoU was over, and on Saturday, the IRGC said the Strait of Hormuz was closed yet again.

How has this impacted the Strait of Hormuz and shipping?

The number of vessels transiting the Strait of Hormuz has fallen to its lowest level in five weeks, according to shipping data.

Six ships sailed through the strait on Sunday, according to data from the trade intelligence firm Kpler, including the Humanity and the Capetan Andreas, transporting 2 million barrels of Iranian oil and 500,000 barrels of Kuwaiti petroleum products, respectively.

Three empty tankers also entered the Gulf to load oil, according to the data.

Professor Bader Al-Saif at Kuwait University has given his condolences for Qatar’s former Emir Sheikh Hamad Bin Khalifa Al Thani and explains what the late leader meant to Gulf countries.

Iran has mounted attacks on Gulf states and declared the Strait of Hormuz closed after the United States conducted its third round of strikes in a week, in a serious escalation as the ongoing conflict spirals.

Tehran on Sunday claimed attacks on Bahrain, Kuwait, Jordan, Qatar and Oman, calling them its response to renewed US bombings on cities along its southern coast.

The widescale US strikes came after Iran shut the Strait of Hormuz — a critical waterway and one of the biggest flashpoints in the conflict — accusing Washington of violating a memorandum of understanding (MoU) signed between the two sides last month.

So, where is the conflict headed? Here is everything we know.

Why has Iran attacked Gulf states and closed Hormuz?

Iran launched missile and drone attacks targeting US military bases and facilities in several Gulf states, while the US Central Command (CENTCOM) carried out a third round of strikes targeting radar, missile, and drone sites across southern Iran last week.

The US attacks came after Iran opened fire on commercial vessels in the Strait of Hormuz and announced the closure of the strategic waterway until further notice, with one crew member missing, according to CENTCOM.

Iran’s powerful parliament speaker and key peace negotiator, Mohammad Bagher Ghalibaf, said on Sunday, “The era of one-sided deals is over.”

“We told you: keep your word or pay the price. Reality is knocking,” Ghalibaf posted on X with an image of Article 5 of the MoU, which relates to the reopening of the Strait of Hormuz.

On Wednesday, US President Donald Trump announced that the ceasefire with Iran was over. His statement was followed by Iran’s Supreme Leader Mojtaba Khamenei pledging to avenge his father’s killing.

How did we reach here?

The fragile MoU reached between the US and Iran had several glaring gaps, keeping the door to escalation ajar.

The tensions spilled over into the Strait of Hormuz again last Monday, when Iran’s Islamic Revolutionary Guard Corps (IRGC) struck three commercial vessels, including a Qatari liquefied natural gas (LNG) tanker off the coast of Oman.

The next day, the US carried out strikes on Iranian military targets, and Tehran responded with missile and drone attacks on US bases across the Gulf, prompting Trump to call off the ceasefire.

The tit-for-tat attacks continued. On Saturday night, the IRGC announced the closure of the Strait of Hormuz until further notice after attacking a container ship using what it called an unapproved route. On Sunday, a second vessel on the strait was hit.

Where did the latest US strikes hit?

CENTCOM said its third round of strikes on Iran last week was “holding Iranian forces accountable” for their recent attack on a Cyprus-flagged ship in the Strait of Hormuz.

It said it hit about 140 military targets that “included Iranian missile and drone sites, naval capabilities, ammunition storage facilities, communication networks, and coastal surveillance locations”.

It added that more than 300 targets were struck over the course of three nights throughout the week “to degrade Iran’s ability to attack civilian mariners and commercial vessels freely transiting the strait”.

Iran’s state broadcaster IRIB said the US launched air attacks on the outskirts of the city of Veysian, in the western Lorestan province, while another strike hit a military base in Iran’s Khondab.

Officials from Bushehr, on Iran’s southern coast, told local media that US forces attacked five cities in the province, including Asaluyeh, Dir, Bushehr, Dashti and Tangestan.

Tehran has said the loss of lives and the extent of damage are under review.

Where did Iran hit back overnight?

Since the start of the ongoing conflict in late February, Tehran has accused the Gulf Cooperation Council (GCC) countries of actively supporting US military operations by hosting its bases and allowing it to use their airspace.

Oman

The IRGC claimed a “heavy and surprise” attack on logistics support centres and refuelling platforms used by US aircraft carriers at the port of Duqm in Oman, according to IRIB.

The IRGC’s public relations office told IRIB the sites were “destroyed” in the attack.

Qatar

The IRGC said it also targeted Qatar’s Al Udeid airbase with ballistic missiles and claimed to have destroyed a fighter plane maintenance centre, as well as a command-and-control centre at the base.

Qatar’s Ministry of Defence said it intercepted incoming Iranian fire. Three people, including a child, were wounded as a result of falling shrapnel from the interception of Iranian attacks, Qatar’s Ministry of Interior said.

Kuwait

Iran’s army said it used explosive drones to target a Patriot air defence system, an ammunition depot and a radar site belonging to the US military in Kuwait.

Bahrain

In another wave of drone attacks, Tehran targeted a US communications system and radar site in Bahrain.

Jordan

The IRGC said it targeted US military facilities at Prince Hassan airbase in Jordan with several ballistic missiles, and claimed to have destroyed a command-and-control centre at the base, as well as hangars housing MQ-9 drones.

What’s happening in the Strait of Hormuz?

Iran has closed down the strait after firing a warning shot that struck a vessel travelling on an unapproved route, and said on Sunday it had disabled a second vessel.

The strait will remain closed until “the end of US interference in this region”, the IRGC said.

Iranian officials told state media the US military has been trying to create an “illegal route” through the Strait of Hormuz, causing insecurity in the area.

The narrow-yet-vital waterway — touted as the artery of global trade, hosting 20 percent of energy flow — has been at the centre of tensions between the US and Iran since the preliminary deal was signed.

Tehran has consistently insisted that only routes approved by Iran shall be taken up during transit through the strait. It says it is open to managing the strait only with Oman, the other coastal country.

The US and the GCC countries have rejected Iran’s claim on the strait and demanded that navigation be freed of interference or any sort of fees.

On Saturday, Iranian Foreign Minister Abbas Araghchi landed in Oman, where the leaders discussed the shipping and management of the Strait of Hormuz, the Ministry of Foreign Affairs said.

How have Gulf countries reacted?

Some countries had sirens blaring on Sunday afternoon, with governments asking residents to stay indoors.

Oman condemned Iran’s attacks and said it is taking “all necessary measures to deal with the developments to preserve the safety of the country and its residents”.

In Qatar, the Interior Ministry said the country’s security threat level is high and urged everyone to remain in safe places and avoid unnecessary movement.

The Kuwaiti army said its forces were responding to “hostile aerial targets” in the country’s airspace, adding that the sounds of explosions are the result of its defence systems intercepting the attacks.

Bahrain’s Interior Ministry said air raid sirens were activated, urging residents to remain calm.

The US military says it has struck 90 targets across Iran, hitting ports and infrastructure along the Strait of Hormuz. Iran says at least 14 people have been killed in two nights of attacks, and that it has responded with drone strikes on US-linked sites in the Gulf region.

Doha, Qatar – Gulf states have welcomed a breakthrough agreement between the United States and Iran to end a war they never wanted.

Six countries – Saudi Arabia, the United Arab Emirates (UAE), Qatar, Kuwait, Bahrain and Oman – form the Gulf Cooperation Council (GCC), which was created in 1981 following fears of the perceived expansionist ambitions of the new Iranian government.

Since the 1979 Islamic revolution, Israel has attempted to isolate Iran and its wide network of regional proxy groups. But in a twist of irony, Israeli aggression in this pursuit has pushed some Gulf states closer to Tehran.

When Israel and the US launched strikes on Iran on February 28 – and Tehran responded by attacking Gulf states – they were again forced to reassess their relationship with their neighbour.

Gulf relations with Iran, at present, appear more shaped by realism than reconciliation, but this approach could help them navigate the uncertain road ahead.

“The ongoing conflict … compelled the Gulf states to pursue a more pragmatic relationship with Tehran, one that will include enhanced dialogue to deter conflict,” Farah al-Qawasmi, a researcher at the Gulf Studies Center at Qatar University, told Al Jazeera.

Embracing de-escalation – not Iran

All six GCC member states have welcomed a memorandum of understanding (MoU) signed by Iran and the US last week. But this is shaped more by the Gulf states wanting the war to end rather than a newfound trust of Iran.

“An agreement between the two parties is being [highly] advocated by the Gulf states in [an] attempt to prevent and contain regional conflicts,” al-Qawasmi said.

Shortly after the US and Iran agreed in 2015 to the Joint Comprehensive Plan of Action (JCPOA) – putting guardrails on Tehran’s nuclear programme – Gulf states remained sceptical about their neighbour.

The current war has only heightened these suspicions, but it has also seen regional states seek diplomacy with Tehran rather than military confrontation, despite Iran directly attacking Gulf cities.

“The Gulf states still feel like diplomacy is better than using force to get a deal … to change Iran’s behaviour and to insulate them from Iran’s destabilising actions,” Rob Geist Pinfold, a lecturer on security studies at King’s College London, told Al Jazeera.

Pinfold points out that Iran closed the Strait of Hormuz via drones and missiles, not nuclear weapons, making dealing with that threat a priority for Gulf states rather than Tehran’s nuclear programme.

Gulf states will want a more comprehensive agreement between Iran and the US, rather than the nuclear-focused JCPOA, said Pinfold.

“If you talk to people in Gulf capitals, they will tell you that the nuclear programme is a tomorrow problem for them,” he said.

“The today problem is Iran’s use of drones and proxies to destabilise and undermine the sovereignty of Gulf states, but also states throughout the region.”

US Secretary of State Marco Rubio’s three-day tour of the Gulf, which ends Thursday, is seen as a way of allaying these fears and assuring the GCC that Tehran will not be strengthened by the agreement.

Seat at the table

Mehran Haghirian, the director of research and programmes at the Bourse & Bazaar Foundation, believes Gulf states are in a better position to guide the outcome of the current US-Iran talks than in 2015.

“They are at the heart of the negotiations,” Haghirian said regarding the Gulf states’ role in the current talks.

In its role as a co-mediator, Qatar is essentially representing the GCC and their interests during the talks, while articles five and six of the Iran-US MoU place Gulf states at the centre of the agreement.

Among the biggest concerns for the GCC are the future of the Strait of Hormuz, with Tehran demanding tolls on shipping, and calls for the creation of a regional investment fund for Iran.

“There really cannot be any new Hormuz authority by Iran that would not include other GCC countries,” Haghirian told Al Jazeera.

US Vice President JD Vance claimed last week that the investment fund would be financed by the Gulf coalition, but Rubio said this week that regional allies would not be asked to contribute to any reconstruction fund for Iran.

Qatar’s Prime Minister Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani has described the reported $300bn figure as “aspirational” in an interview with the Financial Times, while no Gulf state has yet said if it will contribute to the fund.

‘Maximum pressure era’

The analysts stress that the GCC is not a monolith – with Gulf states having contrasting and changing approaches towards Iran.

Oman, Qatar and Kuwait were broadly supportive of the JCPOA. Saudi Arabia, the UAE and Bahrain were more sceptical, but even these states publicly backed the agreement, said Haghirian.

When Trump pulled the US out of the JCPOA in 2018, Saudi Arabia, the UAE and Bahrain believed they had “found a partner in DC”.

That led to a “maximum pressure era” that brought a period of brinkmanship in the region, said Haghirian.

Suspected Iran-linked attacks on Saudi Arabia’s Abqaiq-Khurais oil facilities and vessels off the coast of Fujairah in 2019 were “the initial reaction by the Iranians to that maximum pressure” campaign, he added, but paradoxically, this also triggered a recalibration of relations.

The UAE and Iran restored ties in 2022, and a China-brokered Saudi-Iran agreement took place in 2023.

“That was enough of a reason for Saudi Arabia [and] the UAE, particularly, to basically restructure their approach towards Iran,” Haghirian said.

The war and accelerated pragmatic rapprochement

While Israel has used war to attempt to increase its presence in the Gulf region – reportedly sending an Iron Dome battery to the UAE – other Gulf states view both Iran and Israel as unsettling forces in the region.

“Israel started the war, which was a destabilising act, and then Iran escalated by targeting the Gulf states, which was in turn a destabilising act,” Pinfold said.

Despite this, the Gulf states targeted by Iran still demonstrated patience and pragmatism in dealing with their neighbour.

Qatar, for example, has played a leading role in mediating between the US and Iran, even after being on the receiving end of Iranian drone and missile attacks.

“All six got attacked, and that’s really a level of foreign policy decision-making that is very difficult for any state to be able to really undertake, considering the fact that it was a military attack,” Haghirian said.

“But again, this pragmatism came out within this context to engage Iran and to actually speak for themselves at these negotiations. This war has really initiated a complete rebalancing of the entire region.”

US Secretary of State Marco Rubio said all Gulf countries oppose a toll in the Strait of Hormuz during a tour of the region following US-Iran talks. Rubio added, “There isn’t a nation on Earth that supports having to pay money to go through the straits”.

US Secretary of State Marco Rubio said Washington will be “completely aligned” with Gulf allies in Iran peace talks. Rubio met Kuwait’s Crown Prince Sheikh Sabah Al Khalid Al Sabah during a visit to the region after the US and Iran signed an MoU.