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JaFaJ

Uganda Becomes First African Nation To Publicly Commit Troops To Gaza Stabilization Force

KEY JUDGMENTS

Uganda has become the first African nation to publicly approve the deployment of troops to the proposed International Stabilization Force (ISF) for Gaza, marking a significant transition from ceasefire negotiations toward planning for post-conflict implementation. Parliamentary approval was granted on August 6, although deployment remains contingent upon additional legal and operational agreements.¹
The decision represents Uganda’s first official public commitment to participate in the U.S.-backed multinational stabilization force envisioned for post-war Gaza. Until now, Uganda had been identified by Israeli officials as a potential contributor, but Kampala had not publicly confirmed its participation.²
Uganda’s approval signals that international planning is beginning to shift beyond diplomacy toward the practical requirements of securing, governing, and stabilizing Gaza after active military operations conclude.
Uganda’s participation may also mark the beginning of a broader strategic partnership with the United States, positioning Kampala as an increasingly important security and diplomatic partner in the Middle East while strengthening its international profile.

ANALYSIS
For months, international attention has focused on ceasefire negotiations, hostage releases, humanitarian assistance, and political agreements. Comparatively little attention has been devoted to the equally important question of who will secure and stabilize Gaza once the fighting ends.
Uganda’s parliamentary approval provides one of the clearest indications to date that governments are beginning to prepare for that next phase. The proposed International Stabilization Force is expected to operate in areas of Gaza outside direct Israeli control following implementation of the broader peace framework. Although political, diplomatic, and security conditions must still be satisfied before deployment, Uganda’s decision moves the discussion from theoretical planning toward operational preparation.¹
The announcement also reinforces a broader trend identified throughout recent JaFaJ reporting: modern peace processes increasingly require governments willing to assume responsibilities that extend well beyond diplomacy. Negotiating agreements is only the first stage of conflict resolution. Lasting peace depends upon security, governance, humanitarian coordination, reconstruction, and sustained international commitment.
Uganda brings substantial operational experience to this mission. The Uganda People’s Defence Force (UPDF) has participated in major peacekeeping and stabilization operations in Somalia, South Sudan, and the Democratic Republic of the Congo, providing experience directly applicable to complex post-conflict environments.
Beyond Gaza, Uganda’s decision may represent the beginning of a broader strategic relationship between Presidents Yoweri Museveni and Donald Trump. By becoming one of the first governments to publicly commit forces to the proposed stabilization mission, Uganda has positioned itself as a key implementation partner within the emerging post-war security framework. If the mission proves successful, cooperation could expand beyond military operations into regional security, diplomacy, intelligence sharing, trade, and economic engagement. While any future changes to U.S. sanctions, tariffs, or other bilateral policies would require separate political and legal decisions, Uganda’s willingness to assume responsibility in one of the world’s most challenging stabilization missions could strengthen its long-term relationship with Washington and elevate its diplomatic influence internationally.
STRATEGIC IMPLICATIONS
Uganda’s announcement raises several important strategic questions that will shape the next phase of the Gaza peace process:

Which additional nations will formally commit forces to the International Stabilization Force?
What command structure and rules of engagement will govern multinational operations?
Under what legal authority will participating forces operate?
How and when will security responsibilities transition from Israeli forces to the multinational mission?
What governments and international institutions will finance long-term stabilization and reconstruction?
Could Uganda’s participation serve as a catalyst for broader U.S.-Uganda strategic cooperation extending beyond Gaza?

The answers to these questions may ultimately prove as important as the ceasefire negotiations themselves, determining not only whether peace can be achieved, but whether it can be sustained.
THE JaFaJ ASSESSMENT
Uganda’s parliamentary approval should be viewed as more than a military announcement. It represents one of the first concrete indicators that the international community is beginning to transition from negotiating peace to implementing it.
The decision also highlights an emerging reality of twenty-first century conflict resolution: nations that contribute to post-conflict security and stabilization often gain diplomatic influence extending far beyond the battlefield. If Uganda’s participation marks the beginning of closer strategic cooperation with the United States, it could influence future regional security initiatives, diplomatic engagement, and broader bilateral relations.
History demonstrates that ending wars is only the beginning. Lasting peace depends upon governments willing to provide security, support reconstruction, and sustain political commitments long after the fighting ends. Uganda’s decision suggests that the implementation phase of the Gaza peace process may now be underway.
Sources

Reuters, Uganda clears way for deployment of troops to Gaza under Trump plan, August 6, 2026.
Reuters, Israeli security cabinet approves letting international force enter Gaza areas beyond Israeli control, July 26, 2026.

 

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Who Pays For Peace?

The Missing Budget in International Relations
JaFaJ STRATEGIC PERSPECTIVE
 
IN-A-NUTSHELL
If you only have three minutes, here’s the central argument.
Governments spend trillions of dollars every year preparing for war, yet comparatively little preparing for what comes after the fighting stops. Nations maintain standing armies, intelligence agencies, cyber commands, logistics networks, and military reserve forces because they understand that preparation is less expensive than crisis. But when conflicts end, the international community often discovers it has no comparable system for financing, organizing, or implementing peace.
JaFaJ argues that this is one of the most overlooked weaknesses in modern national security policy.
Peace is not simply a humanitarian aspiration. It is a strategic capability and an economic investment. Successful diplomacy restores trade, lowers insurance costs, attracts investment, accelerates reconstruction, reduces refugee flows, and strengthens long-term regional stability. Yet governments rarely budget for mediation, peace implementation, or post-conflict recovery with the same discipline they apply to military preparedness.
This paper introduces several new strategic concepts—including the Peace Deficit, Peace Return on Investment (PROI), and Strategic Peace Capital—to encourage governments to measure peace readiness with the same rigor they measure military readiness. It also proposes a six-pillar JaFaJ Peace Architecture designed to institutionalize diplomacy, reconstruction, mediation, and peace implementation before crises occur rather than after they erupt.
The central question is straightforward:
If governments budget for every stage of war, why do so few budget for peace?
JaFaJ concludes that the defining strategic competition of the twenty-first century may not simply be over military superiority or economic dominance. It may be over which nations possess the institutions, financial capacity, diplomatic readiness, and political vision to transform military victories into lasting peace. Governments that prepare only to fight wars may win battles. Governments that prepare to build peace may shape the international order that follows.
 
EXECUTIVE SUMMARY
Every year, governments invest trillions of dollars preparing for war. They finance advanced weapons systems, intelligence networks, cyber defense, logistics, force readiness, and military modernization because they understand a fundamental principle of national security: preparation is less expensive than crisis. Yet when wars end, that principle is often abandoned. The international community routinely discovers that it has invested comparatively little in the institutions, personnel, financing, and planning required to secure and sustain the peace.¹
This contradiction represents one of the least recognized vulnerabilities in modern international affairs. Nations meticulously measure military readiness, but few systematically evaluate peace readiness. Standing armed forces are funded years in advance, while mediation teams, reconstruction financing, humanitarian coordination, governance planning, and post-conflict recovery mechanisms are frequently assembled only after violence has erupted.²
JaFaJ argues that this reactive approach is neither strategically sound nor economically efficient. Delayed investments in peacebuilding increase reconstruction costs, prolong humanitarian crises, discourage private investment, disrupt international trade, delay economic recovery, and heighten the risk that fragile ceasefires will collapse into renewed conflict. In economic terms, the world repeatedly pays a premium for preparing too late.
This paper advances a broader proposition. Peace should no longer be viewed solely as a diplomatic aspiration or humanitarian objective. It should be recognized as a strategic national security investment—one that generates measurable political, economic, and security returns for both the countries emerging from conflict and the international community that depends upon global stability.
For generations, governments have built sophisticated institutions to prepare for war.
JaFaJ believes the twenty-first century demands an equally disciplined commitment to preparing for peace.
 
THE MOST EXPENSIVE GOVERNMENT PROGRAM THAT DOESN’T EXIST
Every responsible government accepts a fundamental principle of national security:
Preparation costs less than crisis.
That principle explains why nations invest heavily in standing armed forces, intelligence agencies, cybersecurity, strategic stockpiles, logistics networks, military education, and long-term procurement programs. These capabilities are financed years—often decades—in advance because governments understand that responding after a crisis begins is almost always more expensive than preparing before one occurs.
Yet when armed conflicts end, that same principle is frequently abandoned.
Governments that meticulously plan for war often discover they have made comparatively little investment in preparing for peace.
Few maintain permanent mediation teams.
Few establish dedicated reconstruction funds.
Few budget for transitional justice, post-conflict governance, economic stabilization, humanitarian coordination, or the long-term diplomatic engagement required to transform fragile ceasefires into durable political settlements. Instead, these capabilities are often assembled only after violence has erupted, relying upon emergency appropriations, donor conferences, multilateral appeals, and ad hoc diplomatic initiatives created under intense political pressure.³
The consequences are both predictable and expensive.
Delays in organizing peace implementation prolong humanitarian crises, discourage private investment, slow the restoration of trade, increase reconstruction costs, weaken public confidence, and raise the likelihood that unresolved disputes will reignite into renewed conflict.
From a public finance perspective, this represents a remarkable contradiction.
Governments routinely budget for every stage of war—from deterrence and mobilization to combat operations and veterans’ care—but comparatively few budget systematically for the equally demanding process of securing the peace.
The international community has institutionalized the business of war.
It has yet to institutionalize the business of peace.
That distinction may represent one of the most significant—and costly—gaps in modern national security planning.
 
 
THE ECONOMICS OF PEACE
Peace is most often described as a humanitarian objective or a diplomatic achievement.
It should also be understood as an economic asset.
Wars destroy infrastructure, interrupt trade, displace labor, increase sovereign borrowing, elevate insurance costs, disrupt energy markets, discourage investment, and weaken public institutions. By contrast, durable peace reverses those dynamics. It restores confidence, reduces uncertainty, lowers transaction costs, and creates the conditions necessary for long-term economic growth.⁴
Every successful ceasefire generates measurable economic value.
Reopened shipping lanes reduce transportation costs and improve the reliability of global supply chains.
Secure borders facilitate trade, tourism, and cross-border investment.
Functioning ports restore commercial activity and government revenue.
Returning refugees expand the labor force, increase consumer demand, and reduce the long-term financial burden of humanitarian assistance.
The reconstruction of schools, hospitals, transportation networks, courts, utilities, and communications infrastructure creates employment while laying the foundation for sustained economic development.
The economic benefits extend well beyond the countries directly emerging from conflict.
Stable regions strengthen international supply chains, improve global energy security, reduce maritime insurance premiums, encourage foreign direct investment, stabilize financial markets, and lower the fiscal demands placed upon international humanitarian organizations. The dividends of peace are therefore shared not only by former adversaries, but by trading partners, investors, insurers, and consumers around the world.
Despite these measurable returns, governments rarely evaluate peacebuilding as they would any other strategic investment.
Infrastructure projects are assessed by expected economic growth.
Education is measured by improvements in human capital.
Scientific research is justified by innovation and productivity.
National defense is funded to deter future threats.
Peacebuilding, however, is seldom evaluated according to its long-term economic return.
This represents a significant gap in modern public policy.
JaFaJ argues that diplomacy should no longer be viewed solely as an instrument of foreign policy.
It should also be recognized as economic infrastructure—an investment that generates measurable returns through expanded trade, lower risk, increased investment, stronger institutions, and greater international stability.
The twenty-first century will not simply reward governments capable of financing war.
It will increasingly reward those capable of financing peace.
 
THE PEACE DEFICIT
Governments routinely measure fiscal deficits, trade imbalances, infrastructure shortfalls, housing shortages, labor market gaps, and investment needs because these indicators help policymakers identify risks before they become national crises.
Curiously, no comparable measure exists for one of the most consequential challenges confronting the international community:
The capacity to build and sustain peace.
JaFaJ describes this gap as the Peace Deficit.
JaFaJ Definition — Peace Deficit
The difference between the diplomatic, financial, institutional, legal, and human resources required to prevent, negotiate, implement, and sustain durable peace, and the resources governments actually commit before conflict occurs.
Unlike military weakness, peace deficits are rarely visible during periods of stability. They accumulate quietly over years as governments underinvest in diplomacy, mediation, reconstruction planning, conflict prevention, peace implementation, and the institutions responsible for transforming ceasefires into lasting political settlements.
The consequences become apparent only after violence erupts.
Governments suddenly discover shortages of experienced mediators, reconstruction specialists, humanitarian coordinators, legal experts, financial resources, governance capacity, and implementation mechanisms precisely when those capabilities are needed most.
By then, the opportunity for inexpensive prevention has largely disappeared.
History repeatedly demonstrates that rebuilding fractured societies costs far more than preserving stable ones. Every delayed investment in diplomacy increases the financial, political, and human costs of recovery. Every underfunded peace process raises the likelihood that fragile settlements will collapse into renewed conflict.
Like deferred maintenance on critical infrastructure, peace deficits compound over time.
Ignoring them does not eliminate the liability.
It simply increases the eventual cost of repayment.
JaFaJ believes governments should begin measuring peace deficits with the same discipline applied to fiscal sustainability, infrastructure resilience, and military readiness.
Because what is not measured is rarely managed.
And what is not managed eventually becomes a crisis.
 
THE RETURN ON DIPLOMACY
Governments routinely evaluate public investments according to their expected return.
Transportation infrastructure is justified by increased commerce and economic productivity.
Education is funded because it develops human capital and expands long-term economic opportunity.
Scientific research drives innovation, competitiveness, and technological advancement.
National defense is financed to deter aggression and reduce future security risks.
Every major public expenditure is expected to produce measurable strategic, economic, or societal benefits.
Diplomacy should be evaluated according to the same standard.
Successful mediation is not simply a political achievement.
It is an investment capable of generating substantial economic, financial, and strategic returns.
A peace initiative costing tens—or even hundreds—of millions of dollars may prevent conflicts that would otherwise consume tens of billions in military operations, humanitarian assistance, refugee support, infrastructure reconstruction, disrupted trade, higher insurance costs, and prolonged peacekeeping commitments.⁴
The financial implications extend well beyond the immediate parties to a conflict.
Every successful negotiation reduces uncertainty within international markets.
It restores investor confidence.
It strengthens supply chains.
It stabilizes energy markets.
It lowers transportation and maritime insurance costs.
It encourages foreign direct investment.
It accelerates economic recovery while reducing the long-term fiscal burden placed upon governments and international organizations.
From a public finance perspective, these are measurable returns.
Yet governments rarely calculate them.
JaFaJ proposes that diplomacy should be evaluated using a framework comparable to other forms of strategic public investment.
Accordingly, this report introduces the concept of Peace Return on Investment (PROI).
JaFaJ Definition — Peace Return on Investment (PROI)
The long-term economic, political, and security value generated by investments in conflict prevention, mediation, peace implementation, and post-conflict stabilization relative to the financial and diplomatic resources committed.
Under such a framework, governments would evaluate diplomacy not solely by whether negotiations succeed or fail, but by the broader value created through wars avoided, trade restored, infrastructure preserved, refugee movements reduced, investor confidence strengthened, reconstruction costs contained, and regional stability sustained.
The implications extend far beyond foreign policy.
If governments can calculate the return on infrastructure, education, scientific research, and defense spending, they should also be able to evaluate the return generated by successful diplomacy.
Because in the twenty-first century, one of the most valuable investments a nation can make may not be another weapons system.
It may be preventing the next war from occurring.
 
THE JaFaJ PEACE ARCHITECTURE
A Framework for Twenty-First Century Peace Readiness
For more than a century, governments have invested systematically in the institutions required to deter war, project military power, and defend national interests. Standing armies, intelligence services, logistics networks, reserve forces, and defense industries are now considered essential components of national security.
No comparable architecture exists for building peace.
Instead, mediation teams are assembled after crises erupt, reconstruction financing is sought after infrastructure has been destroyed, and diplomatic coalitions are often created only after violence has escalated beyond political control.
JaFaJ believes this reactive model is no longer sustainable.
If peace is essential to national security, economic stability, and international prosperity, then governments should prepare for peace with the same discipline, permanence, and institutional commitment that they devote to preparing for war.
Accordingly, JaFaJ proposes the development of a comprehensive Peace Readiness Architecture built upon six strategic pillars.
 
PILLAR I — NATIONAL PEACE BUDGETS
Governments should establish dedicated annual appropriations supporting conflict prevention, mediation, peace implementation, transitional governance, reconstruction planning, and post-conflict stabilization.
Preparing for peace should become a permanent budgetary responsibility rather than an emergency expenditure approved only after violence has erupted.
 
PILLAR II — DIPLOMATIC READINESS ASSESSMENTS
Military readiness is measured continuously.
Diplomatic readiness should be measured with equal discipline.
Governments should publish annual assessments evaluating their ability to organize negotiations, deploy experienced mediation teams, sustain long-term diplomatic engagement, coordinate coalition partners, and implement complex peace agreements.
What is not measured is rarely managed.
 
PILLAR III — NATIONAL MEDIATION CORPS
Every nation maintains trained military professionals prepared to respond rapidly during national emergencies.
Governments should develop comparable civilian capabilities.
Permanent National Mediation Corps should integrate diplomats, economists, intelligence analysts, constitutional lawyers, humanitarian specialists, military planners, development experts, financial professionals, and regional specialists capable of immediate deployment during emerging international crises.
Peace should never depend upon assembling expertise after conflict has already begun.
 
PILLAR IV — RECONSTRUCTION RESERVE FUNDS
History demonstrates that the period immediately following a ceasefire often determines whether peace succeeds or fails.
Governments and international institutions should establish standing reconstruction reserve funds capable of immediate activation following negotiated settlements.
Rapid investments in infrastructure, governance, justice systems, education, healthcare, and economic recovery frequently cost far less than managing renewed violence after fragile agreements collapse.
 
PILLAR V — COALITION MEDIATION FRAMEWORKS
Twenty-first century conflicts are increasingly too complex for any single government to resolve alone.
Future peace negotiations should rely upon permanent multinational mediation frameworks that combine:

regional legitimacy;
diplomatic credibility;
economic capacity;
security expertise;
legal authority;
humanitarian capability; and
long-term implementation resources.

The future of peace diplomacy belongs not to individual mediators, but to integrated diplomatic coalitions.
 
PILLAR VI — INTERNATIONAL PEACE ACCOUNTABILITY
Governments routinely publish defense budgets, military expenditures, foreign assistance programs, and development spending.
Comparable transparency should exist for peace.
JaFaJ recommends annual public reporting measuring national investments in conflict prevention, mediation, reconstruction, peace implementation, and long-term stabilization alongside traditional national security expenditures.
Nations should be evaluated not only by what they spend preparing for war, but also by what they invest in preventing it.
 
FROM REACTIVE DIPLOMACY TO STRATEGIC PEACE READINESS
Collectively, these six pillars represent more than individual policy recommendations.
They form the foundation of a broader strategic proposition.
The international community has spent generations institutionalizing the business of war.
The twenty-first century should be remembered for institutionalizing the business of peace.
Military superiority will remain an essential component of national security.
Economic competitiveness will continue shaping geopolitical influence.
But the nations that invest systematically in diplomacy, mediation, reconstruction, and peace implementation will possess a strategic capability that many governments have yet to recognize.
The next generation of global leadership may ultimately be defined not by who can wage war most effectively, but by who is best prepared to build a durable peace when the fighting ends.
 
A NEW MEASURE OF NATIONAL SECURITY
For more than a century, governments have measured national security through familiar indicators: the size of their armed forces, the sophistication of their weapons, the resilience of their economies, the strength of their alliances, and their capacity to deter aggression.
These measures remain indispensable.
They are no longer sufficient.
The defining national security challenge of the twenty-first century may not be determining who can wage war most effectively, but who can prevent conflict from becoming permanent.
Military victories can remove immediate threats.
They cannot, by themselves, rebuild institutions, restore public trust, revive economies, return displaced populations, or transform ceasefires into durable political settlements.
Those responsibilities belong to diplomacy.
They require governments that are prepared not only to fight, but also to finance, organize, negotiate, implement, and sustain the peace that follows.
JaFaJ argues that this capacity constitutes a distinct form of strategic power.
This report defines that capability as Strategic Peace Capital.
JaFaJ Definition — Strategic Peace Capital
The institutional capacity, diplomatic credibility, financial preparedness, international partnerships, and operational experience that enable a nation to prevent conflict, negotiate durable settlements, implement peace agreements, and sustain long-term political stability.
Unlike military power, Strategic Peace Capital cannot be acquired quickly during a crisis.
It is accumulated over years through sustained investments in diplomacy, mediation, reconstruction planning, peace implementation, international partnerships, and the institutions that transform negotiated agreements into lasting stability.
Nations that consistently develop Strategic Peace Capital acquire advantages that extend well beyond traditional measures of national power.
They become trusted conveners during international crises.
They attract diplomatic partnerships.
They influence the design of post-conflict institutions.
They shape reconstruction priorities.
They strengthen international confidence.
And they help write the political architecture that emerges after war.
Military power may determine who prevails on the battlefield.
Economic power may determine who finances recovery.
Strategic Peace Capital may determine who shapes the international order that follows.
That distinction carries profound implications for governments, legislatures, finance ministries, defense planners, and international institutions alike.
If nations routinely budget for deterrence, mobilization, military readiness, veterans’ care, and post-war recovery, should they not also budget systematically for conflict prevention, mediation, reconstruction, and peace implementation?
JaFaJ believes the next evolution in national security policy is not simply stronger defense.
It is balanced preparedness—a national strategy that recognizes security depends upon two complementary capabilities:
The ability to prevail in war.
The ability to build peace.
The governments that master both will not simply respond to the international order.
They will help define it.
 
JaFaJ STRATEGIC QUESTIONS
Questions That Should Shape the Next Generation of National Security Policy
Every generation of policymakers inherits assumptions that eventually require reexamination.
For much of the twentieth century, governments asked how to deter wars, how to win wars, and how to defend against wars.
The twenty-first century demands a different set of questions.
JaFaJ believes the international community has devoted extraordinary intellectual, political, and financial resources to understanding the economics of war, while giving comparatively little attention to the economics of peace.
If that imbalance continues, governments may discover they have perfected the ability to manage conflict while neglecting the institutions required to end it.
Accordingly, JaFaJ offers the following strategic questions—not as conclusions, but as invitations for policymakers, legislators, economists, military planners, diplomats, and international organizations to reconsider the architecture of modern national security.
Should governments publish annual Peace Budgets alongside defense budgets, allowing taxpayers and legislatures to evaluate investments in conflict prevention, mediation, reconstruction, and long-term stability with the same transparency applied to military spending?
Should ministries of finance calculate the economic return on diplomacy in the same manner they evaluate investments in transportation infrastructure, public health, scientific research, and national defense?
Should every major nation maintain a permanent National Mediation Corps—trained, funded, and prepared for rapid deployment—just as they maintain military reserve forces prepared for national emergencies?
Should international organizations establish measurable standards for Peace Readiness, enabling governments to assess whether they possess the institutional capacity to negotiate, implement, and sustain durable peace agreements before crises emerge?
Should national security strategies include measurable indicators for conflict prevention, diplomatic readiness, reconstruction capacity, and peace implementation alongside traditional assessments of military capability and deterrence?
Should governments begin measuring Strategic Peace Capital with the same discipline used to evaluate military readiness, economic resilience, technological competitiveness, and alliance strength?
Should peace implementation become a permanent national security function rather than an improvised international response assembled after violence has already occurred?
Most importantly, have governments spent the past century preparing to win wars while failing to prepare adequately to win the peace?
That final question may prove to be the most important.
History demonstrates that military victories do not automatically produce political stability.
Conflicts may end on the battlefield, but lasting peace is built through institutions, investment, diplomacy, governance, and sustained political commitment.
JaFaJ believes the next generation of global leadership will be judged not only by the strength of a nation’s armed forces, the size of its economy, or the sophistication of its technology.
It will also be judged by whether it possesses the vision, institutions, financial commitment, and political will to transform military success into enduring peace.
The twenty-first century may ultimately reward those governments that become not only the world’s strongest defenders—
but also its most effective builders of peace.
 
FOOTNOTES

Stockholm International Peace Research Institute (SIPRI), Trends in World Military Expenditure, latest annual report; International Institute for Strategic Studies (IISS), The Military Balance (London: Routledge, latest edition).
United Nations, Secretary-General’s Peacebuilding Fund Strategy; United Nations Peacebuilding Commission, official reports on sustaining peace.
United Nations Department of Political and Peacebuilding Affairs, Guidance for Mediation; World Bank, Pathways for Peace: Inclusive Approaches to Preventing Violent Conflict (Washington, DC: World Bank, 2018).
World Bank, Pathways for Peace; Organisation for Economic Co-operation and Development (OECD), reports on the economic impact of conflict and peacebuilding; United Nations Development Programme (UNDP), publications on post-conflict recovery and economic resilience.

 

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Where Are China And Russia?

THE MISSING MEDIATORS IN TODAY’S PEACE TALKS
By JaFaJ Intelligence Desk
 
IN-A-NUTSHELL
If you only have three minutes, here’s what you need to know.
Nearly every major peace negotiation underway today—from Gaza and Lebanon to the Strait of Hormuz and broader U.S.–Iran diplomacy—is being organized by the United States, regional governments such as Qatar, Oman, and Egypt, or European partners. By contrast, China and Russia—despite their status as permanent members of the United Nations Security Council and frequent advocates of a multipolar international order—have generally chosen not to lead these negotiations.
This report argues that their relative absence is not diplomatic inactivity but a deliberate strategic choice. Rather than assuming responsibility for organizing and sustaining peace negotiations, Beijing and Moscow appear to favor a model that maximizes geopolitical influence while minimizing the political, financial, military, and diplomatic risks associated with mediation.
The distinction matters.
Leading peace negotiations requires governments to invest years of diplomatic effort, commit financial resources, coordinate humanitarian assistance, support reconstruction, monitor ceasefires, and accept political accountability when agreements fail. Those responsibilities extend far beyond hosting negotiations or issuing public statements.
JaFaJ concludes that the international system may be entering a new era in which influence and leadership are increasingly diverging. Nations can exercise considerable geopolitical influence without accepting responsibility for resolving international conflicts.
That raises a larger strategic question:
Can a truly multipolar world succeed if only a handful of nations remain willing to bear the costs and responsibilities of building peace?
Ultimately, this report argues that the defining measure of twenty-first century leadership may no longer be military strength or economic power alone—it may be a nation’s willingness and ability to organize, finance, and sustain peace after wars begin.
 
EXECUTIVE SUMMARY
As wars continue across the Middle East, Europe, Africa, and Asia, one question has become increasingly difficult to ignore: Where are China and Russia?
Nearly every major diplomatic initiative in today’s conflicts—from ceasefire negotiations in Gaza, maritime security discussions involving the Strait of Hormuz, talks concerning Lebanon, hostage negotiations, and even efforts to stabilize Sudan and Yemen—has involved the United States, regional governments, or European partners in one capacity or another. Yet two permanent members of the United Nations Security Council, both of whom frequently advocate for a multipolar international order, have largely remained outside the role of principal mediators.
This report concludes that the relative absence of China and Russia from today’s highest-profile peace negotiations is not accidental but reflects a deliberate diplomatic strategy designed to maximize geopolitical influence while minimizing the political, military, and financial burdens traditionally associated with leading international mediation.²
The distinction is important. In the twenty-first century, nations seeking global leadership are increasingly judged not only by their economic strength or military capability, but also by their willingness to organize, sustain, and ultimately assume responsibility for ending international conflicts. The central question explored in this report is whether an emerging gap now exists between the pursuit of great-power influence and the acceptance of great-power responsibility.
JaFaJ Assessment: This report concludes that the principal challenge facing the international system is not a shortage of diplomatic influence, but a shortage of governments willing to assume responsibility for organizing, financing, and sustaining peace. As geopolitical power becomes more widely distributed, leadership in conflict resolution has become increasingly concentrated. Unless more nations develop the institutional capacity and political willingness to lead complex peace negotiations, the gap between global influence and global responsibility is likely to widen.
 
THE QUESTION FEW ARE ASKING
Despite continuous reporting on military operations, humanitarian crises, sanctions, diplomatic statements, and battlefield developments, remarkably little attention has been devoted to a more fundamental strategic question:
Who is actually trying to end these conflicts?
This question has implications far beyond the current conflicts in Gaza, Lebanon, or the Strait of Hormuz. It challenges one of the fundamental assumptions of international relations: that nations seeking greater global influence will also assume greater responsibility for resolving international crises. Increasingly, those two roles appear to be diverging.
The ability to wage war and the ability to negotiate peace are not the same strategic capability. Military operations may dominate headlines, but successful peace negotiations require governments willing to assume long-term political responsibility, commit substantial diplomatic resources, and accept accountability when negotiations fail.
Throughout the twentieth century, major powers routinely accepted that responsibility. Negotiations involving Egypt and Israel, Bosnia, Northern Ireland, Kosovo, and numerous other international conflicts were supported by governments possessing both the diplomatic influence and the political will to invest significant capital in difficult peace processes.
Today, however, the diplomatic landscape appears markedly different.
The United States continues to participate directly or indirectly in negotiations involving Israel, Lebanon, Hamas, Iran, Ukraine, and maritime security in both the Persian Gulf and the Red Sea. Regional governments—including Qatar, Egypt, Oman, Türkiye, Saudi Arabia, and the United Arab Emirates—have likewise assumed increasingly important mediation responsibilities.³
By comparison, China and Russia have generally chosen to support diplomatic efforts from the sidelines rather than assume primary responsibility for organizing, leading, and sustaining major peace negotiations.
This distinction is important because mediation is fundamentally different from diplomacy.
Governments routinely issue statements supporting peace, encouraging dialogue, or condemning violence. Mediation, however, demands far more than public diplomacy. It requires governments to commit political capital, diplomatic expertise, and often significant national resources to a process whose outcome remains uncertain.
Successful mediators must typically:

establish secure communications between adversaries;
dedicate experienced negotiating teams over extended periods;
provide neutral venues for sensitive discussions;
develop confidence-building measures;
draft compromise frameworks;
coordinate international political and humanitarian support; and
in many cases, help guarantee implementation after agreements are reached.

These responsibilities expose mediators to considerable political risk. When negotiations fail—as they often do—the governments leading the process are frequently criticized by all parties involved.
For that reason, mediation represents far more than diplomacy. It is an assumption of international responsibility.
 
THE COST OF PEACE
Bringing nations to the negotiating table is often portrayed as the culmination of diplomacy. In reality, it is usually the beginning of a far more demanding and politically hazardous process.
Unlike military victories, peace negotiations rarely produce immediate political rewards. When negotiations fail—as they frequently do—the mediator is often criticized by every participant. Each side accuses the intermediary of insufficient pressure, excessive concessions, political favoritism, or an inability to enforce agreements. Success, by contrast, is seldom attributed to a single government. The political benefits are typically shared among numerous participants, while the principal mediator assumes the greatest responsibility for sustaining the agreement.
For these reasons, mediation represents one of the most resource-intensive responsibilities of international leadership.
Effective mediation requires far more than diplomatic skill. It demands:

established diplomatic credibility;
reliable intelligence capabilities;
military, economic, or political leverage over the negotiating parties;
the ability to mobilize humanitarian and financial assistance;
sustained political engagement over months or even years; and
a willingness to remain committed long after international attention has shifted elsewhere.

Hosting negotiations is only one phase of the process.
Successful peace agreements frequently require international monitoring mechanisms, humanitarian assistance, reconstruction funding, sanctions relief, prisoner exchanges, border verification, economic assistance, and, in some cases, long-term security guarantees. These responsibilities often continue for years after a formal agreement has been signed.
Without such commitments, negotiated settlements frequently prove temporary, allowing conflicts to re-emerge once external diplomatic pressure subsides.
This reality helps explain why many governments publicly support diplomacy while remaining reluctant to assume primary responsibility for leading it. Encouraging negotiations carries relatively little political risk. Leading them requires governments to invest significant diplomatic resources, accept long-term obligations, and ultimately bear responsibility when peace proves difficult to sustain.
These realities also help explain why some major powers may deliberately choose to support peace initiatives without leading them. Encouraging negotiations allows governments to project diplomatic influence while avoiding the substantial political, financial, and long-term obligations that accompany successful mediation. The distinction between supporting diplomacy and leading diplomacy lies at the heart of this report.
 
CHINA’S MODEL OF GLOBAL INFLUENCE
During the past two decades, China has transformed itself into one of the world’s most influential economic powers. Through the Belt and Road Initiative, expanded trade relationships, infrastructure investment, technology partnerships, and energy cooperation, Beijing has significantly increased its political and economic presence throughout the Middle East, Africa, Latin America, and Southeast Asia.⁴
Yet China’s expanding global influence has not been accompanied by a corresponding expansion of international security leadership.
Unlike the United States, whose global influence has traditionally combined economic, military, and diplomatic engagement, China has generally emphasized economic integration while exercising considerably greater caution in assuming responsibility for resolving complex international conflicts.
This distinction is central to understanding Beijing’s broader strategic approach.
China’s principal interests in the Middle East remain largely economic and geopolitical. They include:

securing reliable energy supplies;
protecting critical maritime trade routes;
expanding commercial investment opportunities;
maintaining regional stability conducive to economic growth; and
preventing disruptions to global supply chains.

Achieving these objectives does not necessarily require China to become the principal architect of regional peace negotiations.
On the contrary, assuming responsibility for mediating active conflicts could expose Beijing to political risks that provide relatively little strategic return. Failed negotiations, renewed hostilities, humanitarian crises, or collapsed ceasefires could damage China’s carefully cultivated relationships with multiple regional governments while creating expectations for long-term diplomatic, economic, or even security commitments.
The 2023 Saudi Arabia-Iran normalization agreement demonstrated that China possesses both the diplomatic capability and the international credibility to facilitate meaningful negotiations under favorable circumstances.⁵ That agreement represented an important diplomatic achievement and signaled Beijing’s growing confidence as a global actor.
However, normalizing diplomatic relations between two sovereign governments differs fundamentally from mediating active wars involving multiple armed organizations, humanitarian emergencies, territorial disputes, and deeply rooted political grievances.
The latter requires more than diplomatic influence. It demands sustained political engagement, continued mediation after agreements are signed, and, in many cases, the willingness to provide economic assistance, security assurances, or long-term diplomatic oversight.
To date, Beijing has generally avoided assuming those responsibilities.
Instead, China has pursued a strategy that supports negotiations, encourages regional stability, and expands its diplomatic influence while avoiding primary responsibility for enforcing or sustaining negotiated outcomes.
From Beijing’s perspective, this approach offers considerable advantages. It preserves productive relationships with competing regional actors, minimizes political exposure if negotiations collapse, and allows China to expand its international influence without assuming the full burdens traditionally associated with great-power leadership.
Whether this represents prudent statecraft or a deliberate limitation on China’s global leadership ambitions remains one of the defining questions confronting international diplomacy in the twenty-first century.
China’s preference for economic engagement over security leadership explains only part of the broader strategic picture. To understand why today’s most significant peace negotiations continue to be led by the United States and regional governments, it is equally important to examine Russia’s evolving diplomatic posture—and, more importantly, the strategic logic increasingly shared by both Moscow and Beijing.
Although China and Russia differ substantially in their geopolitical objectives, military capabilities, and economic priorities, both governments have largely adopted a similar approach to international conflict resolution. Rather than assuming primary responsibility for organizing and sustaining major peace negotiations, they have generally sought to maximize diplomatic influence while minimizing the long-term political, military, and financial obligations associated with international mediation.⁶
This convergence is significant because mediation is not simply another instrument of foreign policy. It is one of the most demanding responsibilities of international leadership. Governments willing to lead peace negotiations must not only bring adversaries to the negotiating table, but also accept responsibility for sustaining agreements long after the negotiations themselves have ended.
Although China’s strategic priorities differ substantially from Russia’s, both governments appear to have reached a similar conclusion regarding international mediation. Rather than routinely serving as principal architects of peace negotiations, each has generally favored an approach that preserves diplomatic influence while limiting long-term political, financial, and security commitments. The reasons differ; the outcome is strikingly similar.
 
RUSSIA: A GLOBAL POWER FACING STRATEGIC CONSTRAINTS
For much of the post-Cold War era, Russia positioned itself as an indispensable diplomatic and security actor throughout the Middle East. Long-standing political and military relationships with Syria, Iran, Egypt, Libya, and Algeria, combined with its permanent seat on the United Nations Security Council, ensured that Moscow remained an influential participant in virtually every major regional security discussion.
On paper, these advantages would appear to place Russia in an ideal position to organize, host, or lead major international peace negotiations.
The reality, however, has been markedly different.
Rather than assuming leadership of comprehensive negotiations concerning Gaza, Lebanon, Sudan, Yemen, or maritime security in the Strait of Hormuz, Moscow has generally supported diplomatic initiatives led by other governments while advancing its own interests through bilateral diplomacy, multilateral forums, and the United Nations.⁷
This evolution reflects more than a simple shift in diplomatic priorities. It also reflects the strategic reality that every major power operates with finite political, military, economic, and diplomatic resources.
Since the invasion of Ukraine in February 2022, Russia has devoted extraordinary national resources to sustaining military operations, managing the effects of international sanctions, preserving domestic economic stability, maintaining strategic partnerships outside the Western alliance, and responding to an increasingly complex European security environment.
These demands inevitably constrain diplomatic capacity.
Experienced negotiators are limited in number.
Senior political leaders must constantly prioritize competing international crises.
Military planners, intelligence agencies, and foreign ministries cannot simultaneously devote unlimited attention to every conflict.
Launching and sustaining a major peace initiative in the Middle East while prosecuting Europe’s largest armed conflict since the Second World War would require an extraordinary commitment of diplomatic and political capital.
Russia’s relative absence from many of today’s highest-profile mediation efforts should therefore not automatically be interpreted as diplomatic disengagement. Rather, it reflects a broader strategic calculation regarding where Moscow believes its limited diplomatic resources can produce the greatest geopolitical return.
Whether that calculation represents prudent strategic prioritization or a missed opportunity to demonstrate global leadership remains an open question.
Russia’s strategic constraints illustrate only one of the challenges confronting potential mediators. Even governments possessing substantial diplomatic influence and geopolitical reach must also be viewed by the negotiating parties as sufficiently credible to facilitate meaningful compromise. Diplomatic capacity alone is not enough; successful mediation also depends upon trust, perceived balance, and political legitimacy.
 
THE CHALLENGE OF PERCEIVED NEUTRALITY
Diplomatic influence alone is insufficient to make a successful mediator.
Equally important is credibility.
Peace negotiations succeed only when opposing parties believe that the mediator can provide a process they perceive as fair, balanced, and capable of producing meaningful results. Absolute neutrality is rarely achievable in international politics. Every major power possesses strategic alliances, economic interests, military relationships, or historical commitments that inevitably shape how its diplomacy is viewed.
For that reason, the central question is not whether a mediator is completely neutral. Rather, it is whether the negotiating parties believe the mediator possesses sufficient credibility, influence, and political independence to facilitate meaningful compromise despite those relationships.
This challenge confronts every major power.
The United States is frequently criticized because of its long-standing strategic partnerships with Israel and several Gulf states.
Russia’s close military and political relationships with Syria and Iran similarly influence how many governments evaluate Moscow’s ability to serve as an impartial intermediary.
China’s expanding economic investments and growing commercial influence throughout the Middle East likewise shape regional perceptions of Beijing’s diplomatic priorities.
None of these relationships automatically disqualify a nation from serving as a mediator. They do, however, influence how negotiating parties assess both the mediator’s intentions and its ability to balance competing interests.
As a result, many contemporary conflicts have increasingly relied upon regional governments whose relationships with the parties are viewed as more balanced or politically acceptable.
Countries such as Qatar, Oman, Egypt, and Türkiye often possess a unique combination of regional credibility, established communication channels, and practical understanding of local political dynamics that larger global powers may struggle to replicate.
The growing reliance upon these regional intermediaries reflects an important evolution in modern diplomacy. International mediation is no longer determined solely by military strength or economic influence. Increasingly, it depends upon political credibility, regional legitimacy, and the confidence of the negotiating parties themselves.
 
THE RISE OF REGIONAL MEDIATORS
One of the most significant—and frequently overlooked—developments in international diplomacy has been the emergence of regional powers as indispensable brokers of peace.
Only a generation ago, negotiations involving major international conflicts were expected to be organized and led by global powers such as the United States, Russia, the United Kingdom, or France. Today, however, countries including Qatar, Oman, Egypt, Türkiye, Saudi Arabia, and the United Arab Emirates increasingly occupy the center of the diplomatic process.⁸
This transformation reflects more than a redistribution of diplomatic responsibilities. It reflects a growing recognition that regional governments often possess advantages that even the world’s most powerful nations cannot easily replicate.
Each has cultivated unique diplomatic capabilities.
Qatar has established communication channels with governments and non-state organizations that frequently refuse direct contact with one another.
Oman has earned an international reputation for discreet diplomacy and confidential negotiations, particularly involving Iran and Western governments.
Egypt remains indispensable to negotiations involving Gaza because of its geographic position, border responsibilities, intelligence cooperation, and decades of political engagement with both Israeli and Palestinian leaders.
Türkiye continues balancing complex relationships with NATO allies, Russia, Ukraine, and multiple Middle Eastern governments, allowing Ankara to maintain dialogue across geopolitical divisions that many other capitals cannot bridge.
Saudi Arabia has significantly expanded its diplomatic profile through regional normalization initiatives, multilateral diplomacy, and broader engagement on Middle Eastern security issues.
The effectiveness of these governments derives from more than geography.
Regional mediators understand the political culture, historical grievances, religious dynamics, and security concerns that shape negotiations. They have cultivated personal relationships with regional leaders over decades and frequently share linguistic, cultural, economic, or historical ties that facilitate dialogue during periods of crisis.
Most importantly, they have a direct stake in the outcome.
JaFaJ describes this emerging model as Regional Peace Leadership—a diplomatic framework in which neighboring states assume primary responsibility for facilitating negotiations because they possess the geographic proximity, political relationships, cultural understanding, and strategic incentives necessary to sustain long-term peace. Rather than replacing global powers, regional peace leaders increasingly serve as indispensable partners in resolving conflicts that directly affect their own security and prosperity.
Unlike distant powers separated by oceans, regional governments experience the consequences of instability immediately. Refugee flows, disrupted trade, terrorism, maritime insecurity, energy market volatility, and economic uncertainty all affect their national security and domestic prosperity.
That proximity often enhances both their diplomatic credibility and their urgency.
For China and Russia, supporting these regional mediators while remaining outside the center of negotiations may therefore represent a calculated strategic choice. By allowing regional governments to assume the political risks associated with mediation, Beijing and Moscow preserve their diplomatic relationships, limit their long-term obligations, and retain the flexibility to influence events without becoming directly responsible for the success—or failure—of the peace process.
 
THE HIGH COST OF LEADING PEACE TALKS
Hosting international peace negotiations is often portrayed as a diplomatic triumph. In reality, it is frequently one of the most demanding, politically risky, and least rewarding responsibilities a government can undertake.
The signing of a ceasefire or peace agreement is not the end of the diplomatic process. More often, it marks the beginning of an even longer period of implementation, verification, monitoring, and crisis management.⁹
When negotiations fail—as many inevitably do—the government that led the process frequently becomes the target of criticism from every participant. Each side may accuse the mediator of applying insufficient pressure, demanding excessive concessions, displaying political favoritism, or failing to enforce agreed-upon commitments. Success, by contrast, is rarely attributed to a single nation. The political benefits are typically shared among multiple governments and international organizations, while the principal mediator assumes disproportionate responsibility when agreements begin to unravel.
The responsibilities associated with peace implementation are substantial.
Effective mediation often requires governments to:

monitor ceasefire compliance;
verify prisoner exchanges;
coordinate humanitarian assistance;
mobilize international reconstruction funding;
facilitate economic recovery;
provide long-term diplomatic engagement; and
in some cases, support security guarantees designed to prevent renewed hostilities.

These obligations may continue for months, years, or even decades after negotiators leave the conference table.
For that reason, governments considering whether to lead a peace process must weigh far more than diplomatic prestige. They must assess the long-term financial costs, political liabilities, military commitments, and strategic risks associated with assuming ownership of an uncertain and often fragile peace.
This helps explain why relatively few nations actively seek to become principal mediators in the world’s most dangerous conflicts. Encouraging negotiations is comparatively inexpensive. Leading them requires governments to accept enduring responsibilities, uncertain outcomes, and the very real possibility that they will ultimately be held accountable for events beyond their control.
In international diplomacy, the greatest burden is often not negotiating peace—it is sustaining it.
 
THE STRATEGIC VALUE OF REMAINING ONE STEP REMOVED
The cumulative evidence presented thus far suggests that China and Russia are not disengaged from international diplomacy. Rather, both appear to have adopted a strategy that allows them to influence major peace initiatives without assuming primary responsibility for their success or failure.
From a strategic perspective, this approach offers several important advantages.
First, it preserves diplomatic flexibility.
Governments that do not lead negotiations retain greater freedom to criticize proposals, suggest alternative approaches, adjust their positions as political circumstances evolve, or support competing initiatives without becoming personally invested in a single diplomatic outcome. They influence the process without becoming responsible for the process itself.
Second, it protects long-term bilateral relationships.
China simultaneously maintains important economic partnerships with Israel, Iran, Saudi Arabia, the United Arab Emirates, Egypt, and numerous other governments throughout the Middle East. Russia likewise balances strategic relationships with multiple regional actors whose interests frequently conflict.
Assuming responsibility for mediating negotiations inevitably creates winners and losers. Any perception that a mediator has favored one party over another can damage carefully cultivated political, economic, or security relationships that have taken years to develop.
By remaining one step removed from formal negotiations, both governments preserve greater freedom to maintain productive relationships with all parties regardless of the outcome.
Third, and perhaps most importantly, indirect diplomacy significantly reduces political risk.
When negotiations collapse—as they often do—public criticism generally focuses on the governments that organized the talks, drafted the agreements, and assumed responsibility for implementing them. Governments operating from the background retain the ability to support diplomacy, offer alternative proposals, or criticize unsuccessful initiatives without assuming ownership of the outcome.
This strategy allows Beijing and Moscow to expand their diplomatic influence while limiting the long-term political, financial, and strategic obligations traditionally associated with international mediation.
Whether this represents prudent statecraft or calculated restraint is ultimately a matter of perspective.
What is less debatable is that influence without responsibility carries fewer costs than leadership with accountability.
That distinction lies at the heart of this report.
For nations seeking global influence, remaining one step removed may be an effective strategy.
For nations seeking global leadership, however, history has generally demanded something more.
 
THE EMERGING MODEL OF “LOW-RISK DIPLOMACY”
Taken collectively, the evidence examined throughout this report suggests that China and Russia are not withdrawing from international diplomacy. Rather, they appear to be refining a strategic approach that may best be described as “low-risk diplomacy.”
Under this model, governments seek to maximize geopolitical influence while minimizing the long-term political, military, economic, and financial obligations traditionally associated with conflict resolution and international peacebuilding.¹⁰ Rather than serving as the principal architects of peace negotiations, they position themselves to influence diplomatic outcomes while allowing other governments to assume the burdens—and liabilities—of leadership.
This strategy offers several strategic advantages.
It enables governments to publicly advocate peace without becoming politically accountable when negotiations fail. It preserves relationships with competing regional actors by avoiding the appearance of favoritism toward any one party. It reduces exposure to the enormous financial commitments that frequently accompany post-conflict reconstruction, humanitarian assistance, security guarantees, and long-term peace implementation. Finally, it allows governments to evaluate, criticize, or support diplomatic initiatives without assuming responsibility for producing an alternative.
From the perspective of national strategy, this approach is both logical and understandable.
Every government seeks to maximize strategic influence while limiting unnecessary political risk. Measured solely in terms of national interest, low-risk diplomacy may therefore represent an efficient allocation of diplomatic resources.
The question addressed in this report, however, is not whether this strategy serves national interests.
The question is whether it satisfies the broader responsibilities traditionally associated with great-power leadership.
Leadership has never been measured solely by economic strength, military capability, technological innovation, or diplomatic rhetoric. Throughout modern history, great powers have also been judged by their willingness to assume responsibility for managing international crises, organizing complex negotiations, and investing the political capital necessary to sustain peace after conflicts have ended.
Deterring conflict is an important measure of power.
Ending conflict has historically been an even greater measure of leadership.
If low-risk diplomacy becomes the preferred model for emerging global powers, the international community must confront an important question:
Who, then, will accept the risks of leading the world’s most difficult peace negotiations?
 
THE DIFFERENCE BETWEEN INFLUENCE AND LEADERSHIP
One of the central conclusions emerging from this analysis is that influence and leadership are not synonymous.
A nation may possess extraordinary economic strength, military capability, technological innovation, diplomatic access, or political influence without assuming the responsibilities traditionally associated with international leadership.
Influence enables governments to shape events.
Leadership requires governments to accept responsibility for their outcome.
That distinction is more than semantic.
It lies at the heart of how the international system has historically functioned.
Throughout modern history, the governments that have exercised the greatest international leadership have generally been those willing to assume the political, financial, and diplomatic burdens of resolving conflicts—not merely commenting upon them.
The United States provides one example. Despite significant policy successes, notable failures, and frequent international criticism, successive American administrations repeatedly invested political capital in difficult negotiations, including Camp David, Madrid, Dayton, Wye River, and numerous other diplomatic initiatives.¹¹ These negotiations did not always produce lasting peace, nor did they always achieve their stated objectives. They nevertheless demonstrated a willingness to accept responsibility for attempting to resolve some of the world’s most dangerous conflicts.
Other nations have demonstrated similar leadership.
Norway quietly facilitated the Oslo peace process.
Ireland played an important supporting role in the negotiations that ultimately produced the Good Friday Agreement.
For generations, Switzerland has provided trusted neutral ground for sensitive diplomatic negotiations involving governments that refused direct dialogue elsewhere.
Although these countries differ significantly in military power, economic size, and geopolitical influence, they share one important characteristic: each accepted responsibility for moving negotiations forward when success was uncertain and failure carried political risk. Their examples demonstrate that diplomatic leadership is determined less by national size than by a willingness to invest political capital in building peace.
Rather, they illustrate a broader principle.
Leadership is ultimately measured not by the ability to influence international events from a distance, but by the willingness to accept responsibility for bringing adversaries together, sustaining negotiations through periods of failure, and remaining engaged after agreements have been signed.
Influence may shape international affairs.
Leadership accepts accountability for them.
That distinction represents the defining difference between exercising power and exercising responsibility.
If more major powers choose to exercise influence without assuming responsibility, the burden of international mediation will continue falling on a relatively small group of nations. Governments such as the United States, Qatar, Oman, Egypt, and other regional partners may increasingly find themselves organizing negotiations, financing implementation, coordinating humanitarian assistance, and sustaining fragile agreements while other influential states remain largely in supporting roles.
Over time, this imbalance could reduce the international community’s overall capacity to resolve conflicts. Peace negotiations require experienced mediators, financial resources, political commitment, and long-term engagement. If too few nations are willing to provide those capabilities, future conflicts may become more difficult to end—even when broad international support exists for diplomacy.
The central question, therefore, is not whether China and Russia should mediate every conflict. Rather, it is whether the international system can sustain an expanding number of complex crises if the responsibility for building peace continues to be concentrated among only a handful of governments.
This distinction leads to a broader strategic question. If leadership is measured by the willingness to organize and sustain peace, then the emergence of a multipolar world should logically produce a corresponding expansion in diplomatic leadership. Whether that transition is actually occurring—or whether responsibility remains concentrated among a small number of governments—is one of the defining questions explored in this report.
 
CAN A MULTIPOLAR WORLD FUNCTION WITHOUT MULTIPLE MEDIATORS?
The broader implications of this analysis extend well beyond the foreign policies of China and Russia. They raise a more fundamental question about the future of the international system itself.
Supporters of a multipolar world frequently argue that global governance should no longer depend primarily upon a single dominant power. That argument has considerable merit. A more balanced international order could distribute diplomatic responsibilities more broadly, reduce dependence upon any one nation, encourage greater regional participation, and create additional pathways for conflict resolution.
Yet multipolarity is not merely about distributing influence.
It must also distribute responsibility.
If multiple nations seek greater authority within international institutions and greater influence over global affairs, they must also be prepared to assume a proportional share of the diplomatic burdens that accompany international leadership. Otherwise, the responsibility for organizing negotiations, managing crises, financing reconstruction, and sustaining fragile peace agreements will continue to fall upon the same limited group of governments.
The current international environment illustrates this challenge.
Across Gaza, Lebanon, Sudan, Yemen, Ukraine, the Red Sea, and the Strait of Hormuz, negotiations continue to rely heavily upon a familiar collection of actors: the United States, the United Nations, Qatar, Egypt, Oman, Türkiye, Saudi Arabia, and selected European governments.¹² China participates. Russia participates. Both contribute diplomatically through bilateral engagement, multilateral institutions, and the United Nations.
Participation, however, should not be confused with leadership.
Leadership is measured not simply by attendance at negotiations, but by the willingness to organize them, sustain them through periods of failure, mobilize international support, and accept responsibility for implementing agreements once they are reached.
That distinction will become increasingly important as geopolitical competition accelerates.
A genuinely multipolar international order cannot be sustained solely by multiple centers of power. It must also develop multiple centers of diplomatic leadership capable of assuming the difficult responsibilities of conflict prevention, mediation, and post-conflict peacebuilding.
Otherwise, the world risks creating a system in which power is widely distributed, but responsibility remains concentrated in the hands of only a few nations.
 
JaFaJ ANALYSIS
The central question examined in this report is not whether China or Russia should assume a larger role in international diplomacy. Every sovereign nation has both the right and the obligation to pursue policies that advance its own national interests.
The more consequential question is whether the architecture of the international system is quietly changing in ways that few policymakers have yet recognized.
For nearly eight decades following the Second World War, international leadership was measured largely by a nation’s ability to project military power, build alliances, influence international institutions, and shape the global economy. Those indicators remain important, but they may no longer be sufficient.
A new measure of geopolitical influence may be emerging.
Several factors are driving this evolution. Contemporary conflicts increasingly involve multiple state and non-state actors, prolonged humanitarian crises, complex economic interdependence, cyber operations, and global media scrutiny. Military victories alone rarely produce durable political settlements. As a result, governments capable of coordinating diplomacy, reconstruction, humanitarian assistance, and long-term implementation are becoming increasingly important to international stability.
Increasingly, nations are being judged not only by their capacity to wage war, but by their willingness—and ability—to end it.
This represents a profound shift in how strategic leadership may be evaluated during the twenty-first century.
The defining geopolitical competition of the next generation may not be over territory, ideology, or even economic output. It may instead revolve around which nations possess the diplomatic institutions, political credibility, economic capacity, and strategic patience necessary to manage an increasingly unstable international system.
As conflicts become more complex, peace itself is becoming a strategic resource.
Governments capable of organizing negotiations, coordinating multinational coalitions, mobilizing humanitarian assistance, financing reconstruction, and sustaining fragile agreements will accumulate a form of geopolitical influence that cannot be measured by gross domestic product, military expenditures, or technological innovation alone.
Diplomatic leadership is becoming a strategic capability in its own right.
This evolution has important implications for every major power.
If China and Russia continue pursuing a model of influence without ownership, they may preserve strategic flexibility while avoiding many of the political and financial costs associated with international mediation.
The tradeoff, however, is that they may also surrender one of the most powerful instruments of long-term geopolitical influence: the ability to define the political architecture that emerges after conflict.
History demonstrates that nations rarely shape the peace they do not help negotiate.
Those that organize negotiations frequently influence ceasefire mechanisms, reconstruction priorities, regional security arrangements, humanitarian frameworks, economic recovery, and the institutions that govern the post-conflict order. In many respects, the diplomatic table determines the geopolitical map that follows.
This raises an even broader strategic question.
If the United States gradually reduces its willingness to lead international negotiations while China and Russia remain reluctant to assume those responsibilities, who fills the vacuum?
Will regional powers such as Qatar, Saudi Arabia, Türkiye, India, Brazil, Indonesia, and South Africa gradually assume larger diplomatic roles?
Will new multilateral institutions emerge to coordinate peace negotiations?
Or will the international community enter an era in which conflicts become longer, settlements become more fragile, and no nation consistently accepts responsibility for managing the peace?
The answer to those questions may define international politics more profoundly than the outcome of any single conflict now dominating today’s headlines.
The future balance of power may ultimately be determined not by which nation wins the next war, but by which nation becomes indispensable in building the peace that follows.
 
CONCLUSION
The question posed at the beginning of this report remains both timely and increasingly consequential:
Why are China and Russia not leading more of today’s peace negotiations?
The evidence suggests that neither nation has retreated from international diplomacy. Rather, both appear to have adopted a deliberate strategy that emphasizes selective engagement, regional intermediaries, and limited exposure to the political, military, and financial risks associated with leading high-profile peace initiatives.¹³
From the perspective of national strategy, this approach is understandable.
From the perspective of international leadership, however, it leaves an increasingly important vacuum.
History offers a simple but often overlooked lesson:
Peace does not organize itself.
Someone must persuade adversaries to meet when they refuse to speak.
Someone must draft the first proposal that neither side initially accepts.
Someone must monitor ceasefires after the headlines disappear.
Someone must coordinate humanitarian assistance, reconstruction, prisoner exchanges, border verification, and the countless technical details that transform signed agreements into lasting peace.
These responsibilities rarely produce political popularity.
They rarely generate immediate strategic rewards.
Yet without them, diplomacy remains aspiration rather than achievement.
The central lesson is that peace is not a spontaneous outcome of diplomacy; it is the product of sustained political investment. Governments that possess the institutions, personnel, financial resources, and strategic patience to implement agreements will increasingly shape the international order long after military operations have ended. In the twenty-first century, the ability to build peace may become as strategically significant as the ability to wage war.
The international system is now entering a period unlike any since the end of the Second World War.
Power is becoming more widely distributed.
Economic influence is becoming increasingly multipolar.
Regional powers are assuming greater geopolitical significance.
Yet responsibility for building peace remains concentrated among a remarkably small number of governments.
JaFaJ identifies this as the Responsibility Gap: geopolitical influence is becoming increasingly distributed among major powers, while responsibility for organizing, financing, implementing, and sustaining peace remains concentrated among relatively few nations. Closing this gap may become one of the defining diplomatic challenges of the twenty-first century.
That imbalance may prove unsustainable.
Perhaps the most important question is not whether China and Russia should lead more negotiations.
It is whether the world has outgrown the assumption that any single nation should bear primary responsibility for maintaining international peace.
The next generation of diplomacy may not belong to a single superpower.
It may belong to coalitions of mediators—regional powers with local credibility, global powers with diplomatic and economic leverage, neutral states capable of hosting negotiations, international organizations that provide legitimacy, and private humanitarian institutions that sustain implementation.
Such a model would distribute not only influence, but responsibility.
It would recognize that twenty-first-century conflicts are too complex for any single nation to resolve alone.
If that evolution does not occur, the consequences could be profound.
The world may continue producing more regional powers, more military capability, more economic competition, and more geopolitical influence—while simultaneously producing fewer governments willing to assume responsibility for negotiating peace.
That would represent a dangerous paradox.
The international community would possess more power than at any point in modern history, yet fewer nations prepared to use that power to end wars.
Ultimately, history has rarely judged nations solely by the wars they won.
It has judged them by the peace they built.
The defining geopolitical question of the next generation may therefore be neither who becomes the next superpower nor who possesses the world’s largest economy or military.
It may simply be this:
When the next global crisis erupts, which nation—or coalition of nations—will step forward, accept responsibility, and lead the world toward peace?
Because in the final analysis, influence may shape history, but leadership accepts responsibility for writing its next chapter.
 
JaFaJ STRATEGIC INSIGHTS
A FRAMEWORK FOR TWENTY-FIRST CENTURY PEACE DIPLOMACY
Based upon the evidence presented in this report, JaFaJ offers the following strategic observations and policy recommendations for governments seeking to strengthen the international system.

REDEFINE GREAT-POWER LEADERSHIP

The international community should broaden its definition of great-power status. Military capability, economic strength, technological innovation, and diplomatic influence remain essential measures of national power, but they are no longer sufficient. Nations seeking global leadership should also be evaluated by their willingness to organize peace negotiations, sustain diplomatic engagement, finance post-conflict reconstruction, and remain committed until durable political settlements are achieved.
JaFaJ Recommendation: Future assessments of global influence should include a nation’s measurable contributions to conflict prevention, mediation, peace implementation, and post-conflict stabilization.
 

ESTABLISH AN INTERNATIONAL MEDIATION RESPONSIBILITY INDEX (IMRI)

Military spending, economic output, and development assistance are measured through internationally recognized indicators.
No comparable system exists to measure a nation’s contribution to international peace diplomacy.
JaFaJ Recommendation: The international community should establish an International Mediation Responsibility Index (IMRI) that evaluates nations according to objective criteria, including:

peace negotiations hosted;
ceasefires facilitated;
humanitarian corridors negotiated;
reconstruction initiatives coordinated;
peace agreements successfully implemented;
and long-term diplomatic engagement following conflict.

An initial IMRI methodology could assign weighted scores across several categories, including mediation leadership, implementation success, reconstruction support, humanitarian coordination, diplomatic capacity, and sustained post-conflict engagement. Like other international indices, the methodology should be transparent, repeatable, and updated annually to enable meaningful comparisons over time.
Governments should be measured not only by the wars they influence, but by the peace they help build.
 

CREATE PERMANENT MULTINATIONAL MEDIATION COALITIONS

Modern conflicts are increasingly too complex for any single nation to manage alone.
Rather than relying upon one dominant mediator, future negotiations should be organized through permanent multinational mediation coalitions combining:

regional powers with local credibility;
global powers with political and economic leverage;
neutral states capable of hosting negotiations;
international organizations providing legal legitimacy; and
humanitarian institutions responsible for implementation and recovery.

JaFaJ Recommendation: Peace diplomacy should evolve from a single-mediator model toward a coalition-based model that distributes both authority and responsibility.
 

TREAT DIPLOMATIC CAPACITY AS A STRATEGIC ASSET

Most governments invest heavily in military readiness.
Far fewer invest systematically in negotiation expertise.
Yet diplomacy often determines the political outcome after military operations conclude.
JaFaJ Recommendation: Governments should establish permanent national mediation corps composed of experienced diplomats, regional specialists, legal experts, economists, humanitarian planners, intelligence professionals, and conflict-resolution specialists capable of rapid deployment during emerging international crises.
 

REWARD THE BUILDERS OF PEACE

International prestige continues to be heavily influenced by military capability and economic performance.
Comparable recognition is rarely afforded to governments that consistently prevent wars or successfully negotiate peace.
JaFaJ Recommendation: International institutions should create formal recognition systems rewarding governments that demonstrate sustained excellence in conflict prevention, mediation, and post-conflict reconstruction. Diplomatic leadership should become a measurable component of international prestige.
 

PREPARE FOR THE NEXT ERA OF GEOPOLITICS

The defining geopolitical competition of the twenty-first century may not be determined solely by military superiority or economic dominance.
It may instead be determined by which governments become indispensable to the management of international crises.
Nations capable of consistently organizing negotiations, building international coalitions, coordinating reconstruction, and sustaining fragile peace agreements will shape the political architecture of the post-conflict world.
JaFaJ Assessment: The governments that write the peace agreements of the future are likely to exercise greater long-term influence than those that simply win the wars of the present.
 
THE JaFaJ DOCTRINE
This report concludes with a broader proposition.
For more than a century, geopolitical power has largely been measured by a nation’s ability to deter conflict or prevail in war.
JaFaJ believes the next generation of international leadership will be measured differently.
The defining strategic capability of the twenty-first century will not simply be the ability to project power. It will be the ability to organize peace.
The nations that consistently convene negotiations, bridge political divides, coordinate international coalitions, and transform ceasefires into durable settlements will increasingly shape the global order.
Military victories determine who wins battles.
Diplomatic leadership determines who writes history.
 
FOOTNOTES

United Nations, Charter of the United Nations, Chapter V, Security Council; Ministry of Foreign Affairs of the People’s Republic of China, official statements on multipolarity and global governance.
Reuters, “Can China Restrain Iran? Gulf States Test Beijing’s Influence,” July 30, 2026.
Reuters, “U.S.-Facilitated Israel-Lebanon Talks Have Begun,” August 4, 2026; Associated Press, reporting on Gulf mediation efforts and regional diplomacy, August 2026.
The State Council Information Office of the People’s Republic of China, The Belt and Road Initiative: A Key Pillar of the Global Community of Shared Future; World Bank, Belt and Road overview.
Associated Press, “China Brokers Restoration of Saudi-Iran Relations,” March 2023; Reuters, coverage of the Saudi-Iran agreement.

Reuters, reporting on Russian and Chinese diplomatic engagement and international mediation strategies during Middle East conflicts, 2025–2026.
United Nations Security Council meeting records on the Middle East, 2025–2026; Reuters, coverage of Russian diplomatic activity concerning Gaza, Lebanon, Syria, and Iran.
Associated Press; Reuters; International Crisis Group, reporting on mediation efforts by Qatar, Oman, Egypt, Türkiye, Saudi Arabia, and the United Arab Emirates during 2025–2026.
United Nations, Guidance for Effective Mediation (New York: United Nations, 2012); United Nations Department of Political and Peacebuilding Affairs, mediation guidance and implementation frameworks.

United Nations Department of Political and Peacebuilding Affairs, Guidance for Effective Mediation (New York: United Nations, 2012); International Crisis Group, reports on contemporary mediation practices and state diplomacy.
Jimmy Carter Presidential Library, Camp David Accords; U.S. Department of State, The Dayton Peace Accords; George Washington University National Security Archive, Madrid Peace Conference; Norwegian Ministry of Foreign Affairs, historical documentation on the Oslo Process.
Reuters and Associated Press, coverage of mediation efforts involving Gaza, Lebanon, the Red Sea, Sudan, Yemen, Ukraine, and the Strait of Hormuz, 2025–2026; United Nations Security Council meeting records.
Council on Foreign Relations, analyses of Chinese and Russian foreign policy; Reuters, reporting on Chinese Middle East diplomacy and Russian diplomatic engagement, 2025–2026.

 
 

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Israel Can No Longer Rule Out War with Egypt, Growing More Alarmed by Cairo’s Military Alliance with China

Israel Can No Longer Rule Out War with Egypt, Growing More Alarmed by Cairo’s Military Alliance with China

A Washington source has confirmed to JAFAJ that Israel can no longer rule out the possibility of a war with Egypt within the next few years. According to the source, Israeli officials have already shared their concerns extensively with the Trump administration.
According to the source, the Israelis have taken note of Egypt’s increasingly hostile posture, which has intensified since the outbreak of the Gaza war following Hamas’ October 7 terrorist attacks against Israeli villages. Israeli officials suspect that Egypt either failed to adequately monitor the smuggling of weapons into Gaza across its border with the Strip or, even worse, that certain Egyptian military officers deliberately benefited from the weapons-smuggling operation through corruption.
The well-connected source, who has worked in close proximity to the Israeli establishment for decades, added that the issue causing the greatest concern to both Israel and the United States is the rapidly expanding military alliance between Egypt and China. He said this relationship has included increasingly extensive military cooperation, highlighted by the large-scale joint Chinese-Egyptian military maneuvers conducted in Egypt during 2025, at the height of the Gaza war, which Israeli officials interpreted as a deliberate show of force and a strategic warning directed at Israel.
The source added that Israel now increasingly views the Egyptian military establishment as a hostile strategic threat because of its growing military relationship with China and Cairo’s increasing economic dependence on Beijing rather than its traditional Western allies. He further stated that senior Israeli military commanders have repeatedly raised concerns with their American counterparts at U.S. Central Command regarding what they describe as the gradual expansion of Egyptian military deployments into areas of the Sinai Peninsula that were designated as off-limits to permanent Egyptian military forces under the Camp David Accords, which have remained in force for nearly five decades.
Comment.Military cooperation between Egypt and China began to expand significantly after President Abdel Fattah el-Sisi came to power and has evolved into what many observers now describe as an increasingly close strategic military partnership. The relationship reached a new level in 2025 with the first-ever joint Egypt-China air exercise, “Eagles of Civilization 2025,”conducted between April 19 and May 4. China deployed J-10C multirole fighters, KJ-500 airborne early warning aircraft, YY-20 aerial refueling tankers, helicopters, and supporting personnel to Egypt. The exercise included air combat operations, aerial refueling, combined command and planning, combat search-and-rescue missions, and joint air support operations. Beyond the exercises, Cairo has expanded consultations with Beijing on military technology, aerospace cooperation, air defense systems, and defense industrial cooperation, while reportedly introducing the Chinese HQ-9B long-range air defense system into service. Israeli officials are understood to view this growing military relationship as one of the most significant strategic shifts in the regional balance of power in recent years.
Comment.Egypt remains one of Israel’s most significant regional partners, making the deterioration in the relationship particularly concerning. Egypt’s increasingly hostile diplomatic posture, combined with its expanding military alliance with China, has raised serious concerns within the Israeli security establishment. While both Cairo and Beijing may understand that a direct war with Israel would likely be devastating for Egypt and could rapidly expand into a much wider regional conflict, the increasingly reckless behavior exhibited by elements of the Egyptian military in recent years has heightened the risk of dangerous miscalculation. In particular, the decision to conduct large-scale joint military exercises with China near Israel’s borders, together with the unprecedented military buildup in the Sinai Peninsula—including deployments in areas that the Camp David Accords designated as off-limits to permanent Egyptian military forces—has reinforced Israeli concerns that Egypt is playing with fire. If such miscalculations continue, the consequences could extend far beyond Egypt and Israel, potentially igniting a conflict that engulfs the entire region.

 

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UAE Considers Major Air Force Overhaul Amid Iranian Threat: Israel Supports UAE’s Rights

Israeli Government Minister: We Support UAE’s Right to Defend Its Skies
1.An American industrial source has shared with JAFAJ that the United Arab Emirates is considering an entire overhaul of its Air Force, which would include obtaining new equipment, adopting new operational concepts, and revising its military tactics.
2.The source confirmed that the United Arab Emirates has been consulting the U.S. Department of Defense for input and technical expertise on how to cope with the Iranian aerial threat that has emerged since the launch of the ongoing U.S. confrontation with Iran.
3.Also confirmed to JAFAJ by an American military contractor who resides and operates in the United Arab Emirates, Abu Dhabi’s objective is to acquire weapons that enhance both its air defense and its offensive capabilities. According to the contractor, the UAE is seeking to obtain American-made kamikaze drones, specifically the FLM-136 Low-cost Uncrewed Combat Attack System (LUCAS), a one-way attack drone designed to destroy itself upon striking its target. The system is commonly referred to as a kamikaze drone or suicide drone. Abu Dhabi is also looking to expand its inventory of smart bombs of all types, including the 2,000-pound class of precision-guided bombs that can be carried by the UAE’s F-16 Block 60 fighter aircraft.
4.The military contractor, who has worked with both the U.S. Department of Defense in Washington and the UAE government, said that Abu Dhabi also wants to obtain a larger inventory of ground-to-air defense missiles and would like to localize the THAAD missile defense system and further develop it with both American and Israeli expertise.
5.THAAD (Terminal High Altitude Area Defense) is one of the United States’ most advanced missile defense systems. It is designed to intercept and destroy short-, medium-, and intermediate-range ballistic missiles during the final stage of their flight using hit-to-kill technology rather than explosive warheads. Israel also operates THAAD as part of its layered missile defense network alongside Iron Dome, David’s Sling, and the Arrow systems, providing additional protection against long-range ballistic missile threats.
6.The source, who is well connected to the UAE Air Force, said the capabilities of the Emirati Air Force are already quite significant, with its advanced F-16 fleet, substantial stockpile of smart bombs, and radar-guided missiles. Nonetheless, he said Iran’s use of large numbers of kamikaze drones has created serious concern throughout the country. He added that the UAE is now shopping for far more destructive firepower, including additional surface-to-surface missiles, because Abu Dhabi is increasingly concluding that offense is the best defense.
7.He explained that it is his understanding that the Trump administration is very pleased with and impressed by the United Arab Emirates’ resilience and commitment during the confrontation with Iran and would therefore support future American weapons sales to Abu Dhabi.
8.The source also said that Abu Dhabi remains keen to obtain the F-35 fighter aircraft. While the issue is not currently on the table, he believes it is very likely that, in the aftermath of this war, the UAE will have earned the right to acquire America’s most sophisticated fighter jet.
9.On this subject, JAFAJ also spoke with a member of the Israeli government who spoke on condition of anonymity. He said that, personally, he would not oppose a U.S. sale of the F-35 to the United Arab Emirates. However, he emphasized that such a decision would ultimately require consensus within the Israeli Cabinet and the approval of the Israeli Prime Minister. He added that the United Arab Emirates is regarded as one of the most trusted mutual partners of both Israel and the United States, adding that Israel supports the UAE’s right to defend its skies.
 

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The Regions New Centers Of Power

WHO WILL SHAPE THE MIDDLE EAST IN THE DECADE AHEAD?
By JaFaJ Intelligence

EXECUTIVE SUMMARY
For much of the twentieth century, power in the Middle East was measured using familiar metrics: the size of an army, the quantity of oil beneath the ground, or the strategic importance of a country’s geography. Those indicators remain important, but they no longer provide a complete picture of regional influence. The Middle East is entering an era in which technological innovation, economic diversification, artificial intelligence, logistics, diplomacy, legislative capacity, and scientific research increasingly determine which governments shape regional events.¹
The wars in Gaza, the Red Sea, Syria, Yemen, and the continuing strategic competition involving Iran have reinforced an important lesson. Military power remains essential, but it is no longer sufficient. Governments capable of integrating military capability with advanced technology, resilient institutions, diversified economies, and international partnerships possess a growing strategic advantage.²
This assessment introduces the JaFaJ Middle East Power Index (MEPI), an analytical framework designed to evaluate comprehensive national influence rather than a single dimension of state power. Instead of asking which nation possesses the largest military or the highest gross domestic product, MEPI asks a broader question:
Which countries possess the greatest ability to influence the political, economic, technological, and security environment of the Middle East during the coming decade?
 
THE NINE PILLARS OF MODERN POWER
The traditional concept of national power has expanded significantly during the past two decades. Contemporary governments compete simultaneously across multiple domains that reinforce one another.
Military capability remains the foundation of national security and deterrence. However, sustained military effectiveness increasingly depends upon advanced research, industrial production, intelligence integration, cybersecurity, and technological innovation. The International Institute for Strategic Studies notes that modern military competitiveness increasingly reflects the ability to integrate these capabilities rather than simply field large standing forces.³
Economic strength likewise extends beyond national income. Diversified economies with robust financial systems, advanced manufacturing, resilient supply chains, and strong investment climates provide governments with greater flexibility during crises while supporting long-term modernization. The International Monetary Fund has repeatedly emphasized that economic diversification remains a central strategic objective for many Middle Eastern states as they prepare for an evolving global economy.⁴
Diplomatic influence has become an increasingly important instrument of national power. Countries capable of mediating disputes, building regional coalitions, and maintaining constructive relationships with competing global powers often exercise influence disproportionate to their geographic size. Qatar’s mediation efforts, Saudi Arabia’s expanding diplomatic role, and the United Arab Emirates’ growing international partnerships illustrate this trend.⁵
Technology has emerged as another decisive factor. Artificial intelligence, cybersecurity, biotechnology, semiconductor research, and digital infrastructure increasingly influence military capability, industrial productivity, healthcare, finance, and education. Governments investing consistently in scientific research today are likely to possess greater strategic flexibility tomorrow.⁶
The final dimensions include energy, maritime logistics, and legislative capacity. Energy continues to shape international markets, while ports, transportation networks, and logistics hubs increasingly determine economic competitiveness. At the same time, governments are using legislation, industrial policy, investment regulation, and technology governance as strategic tools that influence innovation, foreign investment, and national resilience.⁷
 
THE 2026 JAFAJ MIDDLE EAST POWER RANKINGS

Israel

Israel ranks first because it demonstrates sustained strength across nearly every category evaluated by MEPI. The country combines advanced military capabilities, world-leading innovation, cybersecurity, biotechnology, artificial intelligence research, and a diversified knowledge-based economy. Despite limited natural resources and a relatively small population, Israel consistently converts scientific research into military capability and commercial success. This integration of universities, private industry, government institutions, and defense research creates one of the region’s most comprehensive strategic ecosystems.⁸

Saudi Arabia

Saudi Arabia occupies the second position because of its ambitious transformation under Vision 2030. Long recognized as an energy superpower, the Kingdom is investing heavily in logistics, tourism, artificial intelligence, advanced manufacturing, infrastructure, renewable energy, and scientific research. Combined with its leadership within OPEC and growing diplomatic engagement, Saudi Arabia’s modernization program represents one of the region’s most significant strategic developments.⁹

United Arab Emirates

The United Arab Emirates continues to demonstrate that strategic influence is not determined by population alone. Dubai and Abu Dhabi have developed into global centers for logistics, aviation, finance, technology, and investment. Government support for artificial intelligence, renewable energy, commercial space activities, and advanced digital infrastructure has positioned the UAE as one of the Middle East’s leading innovation hubs.¹⁰

Türkiye

Türkiye maintains influence through its diversified industrial economy, expanding indigenous defense industry, strategic geography, and active foreign policy. Ankara’s position at the intersection of Europe, Asia, and the Middle East enhances its importance in regional trade, energy transit, and security affairs. Its growing defense manufacturing sector further strengthens long-term strategic autonomy.¹¹

Iran

Despite years of international sanctions, Iran remains one of the region’s principal strategic actors. Indigenous missile production, unmanned aerial systems, regional security partnerships, and asymmetric military doctrine continue to provide Tehran with significant influence. Economic constraints remain substantial, but Iran demonstrates that military and geopolitical influence are not determined solely by economic performance.¹²

Egypt

Egypt’s strategic importance derives from a combination of geography, population, military capability, and control of the Suez Canal. As one of the world’s most important maritime chokepoints, the canal remains central to global commerce. Egypt also continues to play an important diplomatic role within both the Arab world and Africa.¹³

Qatar

Qatar has developed influence disproportionate to its size through liquefied natural gas exports, sovereign wealth investments, and diplomacy. The country’s repeated role as an intermediary in regional negotiations demonstrates how financial resources and diplomatic credibility can amplify national influence beyond traditional military measures.¹⁴
8–10. Jordan, Oman, and Kuwait
Jordan, Oman, and Kuwait complete the top ten. Each contributes to regional stability through different strengths. Jordan maintains close security partnerships and institutional stability. Oman has cultivated a long-standing reputation for neutrality and mediation. Kuwait continues to exercise financial influence through sovereign investment while maintaining an important role within the Gulf Cooperation Council.¹⁵
 
FIVE TRENDS THAT WILL DEFINE THE NEXT DECADE
The rankings reveal several broader trends reshaping the Middle East.
First, technology is becoming as important as energy. Countries investing heavily in artificial intelligence, cybersecurity, biotechnology, and advanced manufacturing are positioning themselves for long-term strategic advantage.
Second, the Gulf states are becoming comprehensive powers. Saudi Arabia and the UAE are no longer relying exclusively on petroleum exports. Both are investing aggressively in logistics, scientific research, tourism, finance, and digital infrastructure.
Third, diplomacy has become a strategic capability. Mediation, coalition building, and international partnerships increasingly determine regional influence. Small states can now shape major geopolitical developments through diplomacy rather than military force alone.
Fourth, maritime security remains central to regional stability. The Strait of Hormuz, the Bab el-Mandeb Strait, and the Suez Canal continue to influence global trade, energy markets, and military planning. Governments capable of protecting these routes—or disrupting them—possess considerable strategic leverage.¹⁶
Finally, institutions matter. Countries with effective governance, transparent regulation, and long-term national planning consistently outperform states relying primarily on natural resources or military power. Institutional resilience increasingly determines whether governments can convert national wealth into enduring strategic influence.
 
JAFAJ ASSESSMENT
The Middle East is undergoing a structural transformation.
Military power remains indispensable, but it is no longer the sole determinant of regional leadership. The countries most likely to shape the region during the coming decade will be those capable of integrating defense capability with technological innovation, scientific research, diversified economies, effective governance, and sustained diplomatic engagement.
The inaugural JaFaJ Middle East Power Index suggests that the balance of regional influence is becoming broader, more technologically driven, and increasingly institutional. Oil wealth alone will not determine tomorrow’s leaders. Neither will military power in isolation.
Instead, the decisive question is whether governments can convert today’s resources into tomorrow’s capabilities.
The map of the Middle East has not changed.
The map of influence has.
 
FOOTNOTES

International Institute for Strategic Studies (IISS), The Military Balance 2026 (London: Routledge for IISS, 2026).
IISS, The Military Balance 2026; Stockholm International Peace Research Institute (SIPRI), SIPRI Yearbook 2026 (Stockholm: SIPRI, 2026).
IISS, The Military Balance 2026.
International Monetary Fund (IMF), Regional Economic Outlook: Middle East and Central Asia (Washington, DC: IMF, 2026).
International Crisis Group, Middle East and North Africa Reports; IMF, Regional Economic Outlook.
Organisation for Economic Co-operation and Development (OECD), OECD AI Policy Observatory; World Intellectual Property Organization (WIPO), Global Innovation Index.
World Bank, Worldwide Governance Indicators; United Nations Conference on Trade and Development (UNCTAD), Review of Maritime Transport.
IISS, The Military Balance 2026; WIPO, Global Innovation Index.
Kingdom of Saudi Arabia, Vision 2030; IMF, Regional Economic Outlook.
World Bank, Connecting to Compete: Logistics Performance Index; OECD AI Policy publications.
IISS, The Military Balance 2026; SIPRI, Yearbook 2026.
IISS, The Military Balance 2026; IMF country assessments for Iran.
World Bank, World Development Indicators; Suez Canal Authority annual reports.
IMF, Regional Economic Outlook; QatarEnergy publications.
World Bank governance indicators; GCC official publications.
UNCTAD, Review of Maritime Transport; International Energy Agency, World Energy Outlook 2025.

 
REFERENCES

International Institute for Strategic Studies. The Military Balance 2026. London: Routledge for IISS, 2026.
International Monetary Fund. Regional Economic Outlook: Middle East and Central Asia. Washington, DC: IMF, 2026.
International Energy Agency. World Energy Outlook 2025. Paris: IEA, 2025.
Organisation for Economic Co-operation and Development. OECD AI Policy Observatory. Paris: OECD.
Organisation for Economic Co-operation and Development. Main Science and Technology Indicators. Paris: OECD.
Stockholm International Peace Research Institute. SIPRI Yearbook 2026. Stockholm: SIPRI, 2026.
United Nations Conference on Trade and Development. Review of Maritime Transport. Geneva: UNCTAD.
World Bank. Worldwide Governance Indicators. Washington, DC: World Bank.
World Intellectual Property Organization. Global Innovation Index. Geneva: WIPO.

 

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From Washington To The Middle East: Why The Fauci Hearing Could Reshape Global Biosafety Oversight

A HEARING THAT REACHES FAR BEYOND WASHINGTON
JaFaJ Intelligence Brief | August 2026
KEY JUDGMENTS

The July 29, 2026 Senate testimony of former National Institute of Allergy and Infectious Diseases (NIAID) Director Dr. Anthony Fauci marks a new phase in congressional oversight of pandemic-era decision making, laboratory research, and government transparency.
Although the hearing focused on U.S. COVID-19 policy, its implications extend well beyond domestic politics. Governments operating high-containment biological laboratories—including those throughout the Middle East—are likely to face renewed scrutiny regarding research oversight, foreign partnerships, and biosafety governance.
The central issue is no longer simply the origin of COVID-19. Increasingly, policymakers are asking a broader question: Who oversees biological research capable of affecting global security, and are existing safeguards adequate?
For the Middle East, where biotechnology has become an important component of economic diversification, national security, and public health preparedness, this debate may become increasingly consequential over the next decade.

 
INTRODUCTION
Few congressional hearings generate international attention years after the crisis that prompted them. The July 29, 2026 testimony of Dr. Anthony Fauci before the Senate Homeland Security and Governmental Affairs Committee did precisely that.
The hearing followed the public release of more than 1,000 pages from Fauci’s pandemic-era journals by Committee Chairman Senator Rand Paul (R-KY), renewing debate over the federal government’s response to COVID-19, internal deliberations during the pandemic, and oversight of biomedical research. During the hearing, Fauci invoked his Fifth Amendment right in response to questioning, explaining in an opening statement that he believed the proceedings were designed to expose him to potential criminal liability rather than to conduct neutral oversight.
Regardless of political perspective, the hearing represents a significant milestone in the continuing reassessment of the COVID-19 era. Six years after the pandemic reshaped governments, economies, and societies worldwide, legislatures are shifting from emergency response toward institutional accountability. Questions once confined to epidemiologists and public-health officials are now central topics of legislative inquiry, national security analysis, and foreign policy.
The debate is also evolving. It is no longer focused solely on whether specific decisions were correct. Increasingly, lawmakers are examining how high-risk biological research is funded, supervised, documented, and communicated to the public.
 
FROM PANDEMIC RESPONSE TO GOVERNANCE
The COVID-19 pandemic exposed vulnerabilities extending well beyond public health. Governments discovered that disease outbreaks can disrupt supply chains, alter military readiness, reshape elections, strain diplomatic relations, and impose costs measured in trillions of dollars.
Consequently, biological research has moved from being viewed primarily as a medical issue to becoming an element of national security.
This transformation is not unique to the United States. Across Europe, Asia, and the Middle East, governments have expanded investments in infectious disease research, genomic surveillance, vaccine development, and laboratory infrastructure. The same laboratories that investigate emerging pathogens, however, often possess capabilities that are inherently dual-use—meaning the knowledge, equipment, and techniques employed for legitimate defensive purposes may also have potential offensive applications if misused.
This dual-use nature has long challenged policymakers. Unlike nuclear facilities, where specialized equipment and fissile materials are relatively identifiable, modern biological research frequently uses technologies common to universities, hospitals, pharmaceutical companies, and public-health agencies. Distinguishing legitimate defensive research from prohibited offensive activities is therefore considerably more complex.
The Biological Weapons Convention (BWC), which entered into force in 1975, prohibits the development, production, and stockpiling of biological weapons. However, unlike many nuclear arms-control agreements, the BWC does not include a comprehensive international verification or inspection regime. Compliance therefore depends largely on national implementation, voluntary confidence-building measures, and diplomatic engagement rather than routine inspections. This structural gap has been recognized by experts for decades and remains a recurring topic in international biosecurity discussions.
 
WHY THE HEARING MATTERS OUTSIDE THE UNITED STATES
The significance of the Fauci hearing does not depend on whether one agrees with the positions advanced by Senator Paul, Dr. Fauci, or other members of Congress.
Its importance lies elsewhere.
For the first time since the height of the pandemic, Congress has signaled that laboratory governance itself—not merely pandemic policy—has become an enduring subject of legislative oversight. Issues discussed during the hearing included government recordkeeping, internal deliberations, congressional transparency, scientific accountability, and the management of sensitive biomedical research.
These questions resonate internationally because many nations—including close U.S. allies—operate advanced biological laboratories, collaborate with foreign governments, and participate in multinational disease-surveillance networks. If Washington adopts stricter oversight requirements for federally funded biological research or overseas research partnerships, similar governance debates could emerge elsewhere.
This is particularly relevant in the Middle East, where governments have invested heavily in biotechnology as part of broader national development strategies. Israel maintains sophisticated biodefense and biomedical research capabilities. Saudi Arabia has significantly expanded infectious-disease research following repeated outbreaks of Middle East Respiratory Syndrome (MERS). The United Arab Emirates and Qatar are investing in genomics, precision medicine, and advanced public-health infrastructure. Egypt continues to play a major regional role in disease surveillance through internationally recognized research institutions.
Collectively, these investments reflect a broader regional trend: biotechnology is increasingly viewed not only as a public-health necessity but also as a strategic national capability.
 
THE CENTRAL QUESTION
The most important question raised by the Senate hearing may not concern COVID-19 itself.
Instead, it is this:
How should democratic governments oversee research involving dangerous pathogens while preserving scientific innovation, protecting national security, and maintaining public confidence?
That question applies equally to Washington, Jerusalem, Riyadh, Abu Dhabi, Doha, Cairo, Ankara, and Tehran.
The answer will likely shape the next generation of biosecurity policy.
 
JAFAJ STRATEGIC ASSESSMENT
The July 2026 Fauci hearing is unlikely to produce immediate changes in global biological research. It is, however, likely to influence how legislatures view laboratory oversight. Congressional investigations often serve as policy catalysts, even when they do not result in immediate legislation. The broader effect may be a gradual shift toward greater documentation requirements, stronger reporting obligations, expanded funding oversight, and more rigorous review of international biological research partnerships.
For Middle Eastern governments seeking to expand biotechnology sectors while attracting foreign investment and scientific collaboration, transparency may become a strategic asset rather than merely a regulatory obligation. Nations able to demonstrate robust biosafety standards, independent oversight, and clear governance frameworks will likely be better positioned to build international scientific partnerships in an era of increasing geopolitical competition.
 
MAPPING THE MIDDLE EAST’S BIOLOGICAL RESEARCH INFRASTRUCTURE
 
KEY JUDGMENTS

The Middle East possesses a larger and more sophisticated biological research infrastructure than is commonly understood.
Most publicly identified facilities conduct legitimate public health, vaccine, genomics, agricultural, veterinary, or biodefense research. Their existence alone is not evidence of offensive biological weapons programs.
The strategic challenge lies in the dual-use nature of modern biotechnology: many of the same laboratories capable of developing vaccines are also technically capable of handling dangerous pathogens under strict biosafety controls.
As Congress reexamines U.S. oversight of biological research following the Fauci hearing, governments throughout the Middle East may face increasing international questions regarding laboratory governance, transparency, foreign partnerships, and biosafety standards.

 
THE REGION’S QUIET BIOTECH REVOLUTION
For decades, discussion of Middle Eastern security has centered on missiles, nuclear programs, drones, terrorism, and energy. Far less attention has been paid to another strategic capability that has quietly expanded across the region: biotechnology.
COVID-19 accelerated investments in infectious-disease surveillance, genomic sequencing, vaccine development, molecular diagnostics, and advanced laboratory infrastructure. Long before COVID-19, outbreaks of SARS, H1N1 influenza, Ebola, and especially Middle East Respiratory Syndrome (MERS) convinced regional governments that biological preparedness was becoming a national security issue rather than simply a public-health concern.
Today, virtually every major Middle Eastern power operates advanced biological research laboratories. The overwhelming majority exist for legitimate scientific and medical purposes. Nevertheless, because biotechnology is inherently dual-use, these same facilities have become increasingly important from a strategic and intelligence perspective.
 
ISRAEL
Israel Institute for Biological Research (IIBR)
Location: Ness Ziona, southeast of Tel Aviv
The Israel Institute for Biological Research is widely regarded as Israel’s premier government biological research institution. Although much of its work remains classified, the institute publicly states that it conducts research involving:

vaccines
therapeutic drugs
infectious diseases
biological detection systems
chemical defense
biological defense

The institute played a significant role during the COVID-19 pandemic through vaccine and antibody research and has long supported Israel’s broader biodefense capabilities. Israel neither confirms nor denies many aspects of its national defense research, contributing to longstanding international speculation. Publicly available evidence, however, primarily documents defensive and biomedical research rather than offensive biological weapons activities.
Strategic Assessment
Israel’s biological research capability is among the most advanced in the Middle East. The country benefits from close collaboration among government agencies, universities, hospitals, biotechnology firms, and its defense sector. Congressional debates in Washington over transparency and laboratory oversight are unlikely to alter Israel’s research priorities, but they could influence future expectations for disclosure and international scientific cooperation.
 
SAUDI ARABIA
King Abdullah University of Science and Technology (KAUST)
Location: Thuwal, Red Sea Coast
KAUST has emerged as one of the region’s premier scientific research institutions. Its Bioscience Core Laboratory supports advanced genomic sequencing, proteomics, molecular biology, bioinformatics, and biomedical research.^5 Research is supported through extensive bioscience core facilities and institutional biosafety oversight.
Following repeated MERS outbreaks, Saudi Arabia significantly expanded investment in vaccine development and infectious-disease preparedness. One major initiative was the Saudi Vaccine and Biomanufacturing Center (SVBC), established at KAUST’s Research and Technology Park to develop vaccines and biopharmaceuticals while strengthening domestic manufacturing capacity against epidemic threats such as MERS-CoV.^6
Saudi Arabia’s biological infrastructure now extends beyond public health into biotechnology, pharmaceutical manufacturing, and genomic medicine, aligning with the Kingdom’s Vision 2030 economic diversification strategy.
Strategic Assessment
Saudi Arabia increasingly views biotechnology as an economic sector rather than merely a medical discipline. Investments in vaccine production reduce dependence on foreign suppliers while creating opportunities for regional scientific leadership. These developments are consistent with global trends and, based on publicly available information, remain focused on civilian and defensive applications.
 
UNITED ARAB EMIRATES
The UAE has invested heavily in genomic medicine, precision healthcare, artificial intelligence, and biomedical innovation.
Major centers include:

Khalifa University
Abu Dhabi Public Health Centre
national genomic sequencing initiatives

Research emphasizes:

genomic surveillance
infectious disease monitoring
precision medicine
artificial intelligence applications in healthcare

Unlike several neighboring states, the UAE has deliberately integrated biotechnology into its broader innovation economy, viewing life sciences as a strategic industry alongside artificial intelligence and advanced manufacturing.
Strategic Assessment
The UAE is positioning itself as a regional biotechnology hub capable of attracting foreign investment and multinational pharmaceutical partnerships. Greater congressional attention to international biological collaborations may encourage even stronger governance frameworks as Abu Dhabi seeks to maintain investor confidence.
 
QATAR
Qatar has developed one of the Middle East’s most ambitious precision medicine programs.
Key institutions include:

Qatar Genome Programme
Qatar University biotechnology research centers
Sidra Medicine
Hamad Medical Corporation

The Qatar Genome Programme has produced one of the world’s largest population-specific genomic databases, designed to support personalized medicine and biomedical research within the Gulf region.^7
Research priorities include:

human genetics
cancer research
infectious diseases
molecular diagnostics
precision medicine

Strategic Assessment
Qatar’s emphasis differs from traditional biodefense programs. Rather than focusing primarily on dangerous pathogens, Doha has invested heavily in genomic medicine and biomedical innovation, supporting its long-term objective of becoming a regional knowledge economy.
 
EGYPT
Naval Medical Research Unit Three (NAMRU-3)
Location: Cairo
NAMRU-3 is one of the oldest continuously operating infectious-disease research organizations in the region. It conducts surveillance and research on:

influenza
antimicrobial resistance
vector-borne diseases
emerging infectious diseases

Egypt also maintains an extensive public-health laboratory network supporting national disease surveillance and regional cooperation.
Strategic Assessment
Egypt occupies a unique position because of its geographic links among Africa, the Middle East, and Europe. Disease surveillance conducted in Egypt often contributes to regional early-warning systems, making Cairo an important participant in international public-health cooperation.
 
JORDAN
Jordan’s biological research infrastructure is comparatively modest but strategically significant.
Major institutions support:

tuberculosis research
zoonotic diseases
refugee health
regional epidemiological surveillance

Jordan frequently partners with international organizations because of its proximity to conflict zones experiencing large-scale population displacement.
 
IRAN
Iran maintains one of the Middle East’s largest biomedical research systems.
Pasteur Institute of Iran
Location: Tehran
Established in 1920, the Pasteur Institute of Iran conducts research involving infectious diseases, diagnostics, vaccines, and public health.^8
Razi Vaccine and Serum Research Institute
Location: Karaj (with additional facilities elsewhere)
Research includes:

human vaccines
veterinary vaccines
livestock diseases
biotechnology
serum production

Iran has invested heavily in domestic vaccine production and biotechnology, driven in part by international sanctions that have encouraged self-sufficiency.
Strategic Assessment
Iran views biotechnology as a strategic national capability with implications for healthcare, agriculture, and industrial resilience. While Western governments have periodically expressed concerns regarding aspects of Iran’s broader weapons programs, publicly available evidence regarding these civilian biomedical institutions primarily reflects vaccine production, infectious-disease research, and public-health activities. Allegations concerning prohibited biological weapons work have not been publicly substantiated with evidence comparable to that available for historical offensive programs in countries such as the former Soviet Union or Iraq.
 
REGIONAL OBSERVATION
One conclusion emerges clearly from the region’s laboratory landscape.
The Middle East is not experiencing a biological weapons race.
It is experiencing a biotechnology race.
Governments increasingly recognize that biological research influences national resilience, pharmaceutical independence, food security, economic diversification, and strategic competitiveness. Laboratories once viewed solely as medical facilities are now part of broader national innovation strategies.
That evolution explains why congressional oversight debates in Washington may resonate far beyond the United States. As legislators examine transparency, funding, and governance of high-containment research, allied governments may encounter similar questions from their own legislatures, publics, and international partners.
 
THE TRANSPARENCY PROBLEM — WHY BIOLOGICAL RESEARCH IS THE HARDEST WEAPONS PROGRAM TO VERIFY
 
KEY JUDGMENTS

Unlike nuclear and chemical weapons programs, biological research cannot be easily distinguished as peaceful or military solely by examining a laboratory’s equipment or facilities.
The central challenge confronting policymakers is verification, not simply prohibition. The same technologies that support vaccine development, disease surveillance, and pharmaceutical research may also have dual-use potential.
The Biological Weapons Convention (BWC) prohibits offensive biological weapons but does not contain a comprehensive international inspection regime comparable to those governing nuclear or chemical weapons.^9
As governments invest in biotechnology, synthetic biology, and artificial intelligence, pressure is likely to increase for stronger transparency measures, voluntary reporting, and internationally accepted biosafety standards.

 
THE FUNDAMENTAL DILEMMA
One lesson emerged repeatedly during the COVID-19 pandemic:
Modern biology has become strategically important.
The same laboratories that sequence viruses, develop vaccines, manufacture therapeutics, and monitor emerging diseases also possess equipment capable of handling some of the world’s most dangerous pathogens. That reality creates a governance challenge unlike any other area of arms control.
Unlike uranium enrichment facilities or ballistic missile production plants, biological laboratories are inherently dual-use. Their scientific value depends on studying dangerous organisms under controlled conditions. As a result, the existence of a sophisticated laboratory does not reveal its intent.
A Biosafety Level 3 (BSL-3) laboratory conducting influenza surveillance may use equipment that appears remarkably similar to one studying anthrax or other dangerous pathogens for defensive purposes. Even higher-containment laboratories employ technologies that are widely available in advanced biomedical research institutions.
Consequently, intent—not equipment—is often the defining legal distinction.
 
THE BIOLOGICAL WEAPONS CONVENTION
The Biological Weapons Convention entered into force in 1975 and remains the cornerstone of international biological arms control. It prohibits the development, production, acquisition, stockpiling, and retention of biological agents or toxins except for prophylactic, protective, or other peaceful purposes.^10
Unlike the Chemical Weapons Convention, however, the BWC does not have an equivalent organization such as the Organisation for the Prohibition of Chemical Weapons (OPCW) that routinely conducts inspections of declared facilities.
Nor does it have an international equivalent to the International Atomic Energy Agency (IAEA), which monitors many aspects of civilian nuclear programs.
Instead, compliance relies primarily upon:

national implementation;
diplomatic engagement;
voluntary confidence-building measures;
scientific cooperation; and
intelligence assessments.

For decades, governments have debated whether stronger verification mechanisms are technically feasible. Those discussions have become more active since the Ninth Review Conference of the BWC established a Working Group to revisit questions of compliance and verification after more than twenty years of limited formal progress.^11
 
WHY VERIFICATION IS SO DIFFICULT
Biological verification presents challenges that differ fundamentally from those associated with nuclear or chemical weapons.
Small Footprint
A sophisticated biological laboratory occupies a fraction of the space required for uranium enrichment or missile production.
Many advanced facilities are located within:

universities;
hospitals;
pharmaceutical companies;
agricultural institutes; and
public-health laboratories.

Nothing about the exterior of a laboratory reveals whether research is defensive, commercial, academic, or prohibited.
 
Legitimate Research Uses Similar Technology
Equipment used to:

manufacture vaccines,
sequence viral genomes,
identify new pathogens,
develop diagnostic tests,
or study antimicrobial resistance

may also be capable of supporting other forms of research if misused.
Because biotechnology serves overwhelmingly legitimate medical and scientific purposes, regulators cannot simply prohibit the underlying equipment.
 
Knowledge Travels Faster Than Equipment
Another complication is that biology depends heavily upon scientific expertise rather than specialized industrial infrastructure.
Researchers routinely collaborate internationally.
Scientific journals publish experimental methods.
Genetic sequence databases are publicly available.
Artificial intelligence increasingly assists in protein analysis, molecular modeling, and drug discovery.
The result is a scientific ecosystem in which information often moves more rapidly than regulatory systems.
 
THE TRANSPARENCY GAP
The Fauci hearing has revived discussion about transparency—not because Congress questioned the legitimacy of biomedical research itself, but because legislators examined how scientific decisions were documented, communicated, and overseen.
That distinction is important.
Transparency does not necessarily require governments to disclose classified national security research.
It does suggest that governments should be able to explain:

who funds major biological research;
which agencies oversee biosafety;
what reporting requirements exist;
how accidents are investigated;
and how public confidence is maintained.

Many of these questions apply equally to the United States, Israel, Saudi Arabia, Qatar, the United Arab Emirates, Egypt, Jordan, and Iran.
 
THE MIDDLE EAST’S EMERGING CHALLENGE
Middle Eastern governments increasingly seek to become biotechnology leaders.
Several national development strategies now identify biotechnology as essential for:

economic diversification;
pharmaceutical independence;
food security;
precision medicine;
pandemic preparedness;
artificial intelligence applications; and
advanced manufacturing.

These ambitions require attracting:

foreign investment;
multinational pharmaceutical companies;
university partnerships;
international clinical research;
and highly skilled scientists.

Such collaboration depends heavily upon international confidence.
The more governments invest in advanced biological research, the greater the importance of demonstrating credible governance, biosafety standards, and institutional oversight.
 
THE NEXT PHASE OF INTERNATIONAL BIOSECURITY
Recent discussions within the Biological Weapons Convention increasingly emphasize transparency rather than intrusive inspections.
Experts have proposed strengthening:

voluntary peer-review exercises;
confidence-building measures (CBMs);
national reporting;
biosafety standards;
scientific advisory mechanisms; and
cooperative compliance initiatives.

These proposals acknowledge a practical reality:
Perfect verification may be impossible.
Greater transparency, however, may reduce uncertainty while preserving legitimate scientific collaboration.^12
 
JAFAJ STRATEGIC ASSESSMENT
The debate initiated by the Fauci hearing should not be viewed solely through the lens of COVID-19.
Its broader significance is institutional.
Congress is asking questions that every technologically advanced government will eventually confront:

Who oversees high-risk biological research?
How much information should be public?
What constitutes adequate independent oversight?
How should governments balance scientific openness against national security?
What level of transparency is necessary to sustain public trust?

These questions are no longer confined to Washington.
They are becoming central issues for every nation investing in biotechnology.
The Middle East is unlikely to experience sweeping regulatory change immediately. Nevertheless, governments seeking international investment and scientific partnerships may find that transparency itself becomes a competitive advantage.
Those able to demonstrate robust governance frameworks, clear biosafety procedures, and internationally recognized standards are likely to enjoy greater scientific credibility than states whose laboratory oversight remains opaque.
This is not simply a public-health issue.
It is becoming a matter of economic competitiveness, diplomatic credibility, and national security.
 
STRATEGIC OUTLOOK — WHO CHANGES COURSE?
 
KEY JUDGMENTS

The immediate impact of the Fauci hearing is likely to be political within the United States, but its longer-term effect may be institutional, influencing laboratory governance and oversight worldwide.
Middle Eastern governments are unlikely to fundamentally alter their biological research programs. They may, however, strengthen biosafety governance, reporting mechanisms, and public messaging as international scrutiny increases.
Future competition in biotechnology is likely to be measured not only by scientific capability, but also by the credibility of oversight systems, transparency practices, and regulatory institutions.
The next decade may witness the emergence of biosecurity diplomacy as a distinct element of international relations, much as nuclear diplomacy became during the Cold War.

 
THE UNITED STATES
Congress has entered a new phase of oversight.
Regardless of how future administrations interpret COVID-era decisions, bipartisan interest in biosafety, gain-of-function oversight, federal research funding, and laboratory governance has increased significantly since the pandemic. Multiple congressional committees have examined:

federal grant oversight;
international research partnerships;
agency recordkeeping;
laboratory safety;
pandemic preparedness;
executive branch transparency; and
interagency coordination.^13

Future legislation could include:

expanded reporting requirements for federally funded pathogen research;
stronger oversight of overseas biological research partnerships;
revised grant disclosure requirements;
enhanced whistleblower protections;
updated biosafety standards; and
periodic congressional review of high-risk biological research.

The precise legislative outcome remains uncertain, but congressional attention to these issues is unlikely to diminish.
 
ISRAEL
Israel is unlikely to modify the operational mission of the Israel Institute for Biological Research or its broader biodefense enterprise.
Instead, the likely changes—if any—would involve:

expanded scientific diplomacy;
increased participation in international biosafety initiatives;
greater emphasis on defensive research;
strengthened public communication concerning civilian biomedical research.

Israel’s biotechnology sector has become increasingly integrated with its pharmaceutical industry, universities, cybersecurity ecosystem, and defense technology base.
Because Israel already operates within a mature national security framework, its primary challenge will likely involve balancing legitimate national security secrecy with international expectations for transparency.
 
SAUDI ARABIA
Saudi Arabia’s Vision 2030 strategy identifies biotechnology as an important economic growth sector.
Future investments are likely to emphasize:

domestic pharmaceutical manufacturing;
vaccine production;
genomic medicine;
biotechnology commercialization;
medical innovation.

The Kingdom has invested heavily in attracting international scientific partnerships.
Consequently, Saudi Arabia has a strategic incentive to demonstrate internationally recognized biosafety standards and regulatory credibility.
Transparency increasingly supports investment.
Investment increasingly supports national power.
 
UNITED ARAB EMIRATES
The UAE has consistently positioned itself as a regional technology leader.
Its comparative advantage lies not in military biological research but in:

artificial intelligence;
genomic medicine;
advanced diagnostics;
biotechnology entrepreneurship;
international scientific collaboration.

Greater global attention to laboratory governance is therefore more likely to reinforce existing Emirati policies than fundamentally alter them.
The UAE’s objective remains attracting international partners who value regulatory stability.
 
QATAR
Qatar’s long-term strategy centers upon precision medicine and genomic science.
Doha has invested heavily in:

national genomic databases;
personalized medicine;
biomedical education;
international academic partnerships.

These investments depend upon scientific credibility.
Accordingly, Qatar has an incentive to support international biosafety norms and transparent governance while maintaining competitiveness within the Gulf research sector.
 
EGYPT
Egypt occupies a unique strategic position.
Its disease surveillance institutions routinely cooperate with international organizations monitoring outbreaks affecting Africa, Europe, and the Middle East.
Egypt therefore has significant interest in maintaining:

international confidence;
laboratory accreditation;
regional surveillance cooperation;
emergency response capability.

Future congressional attention to international research partnerships may indirectly affect institutions participating in multinational disease surveillance programs.
 
JORDAN
Jordan’s strategic importance derives less from laboratory scale than from geography.
The Kingdom borders areas affected by prolonged conflict, refugee displacement, and recurring humanitarian emergencies.
Jordan will likely continue emphasizing:

regional disease surveillance;
refugee health;
international public health cooperation;
biosafety capacity building.

Its strongest comparative advantage lies in multilateral cooperation rather than biotechnology commercialization.
 
IRAN
Iran presents the most complicated case.
International attention toward Iranian scientific activities has traditionally focused upon its nuclear program.
Biotechnology has received comparatively less scrutiny.
Nevertheless, Iran has steadily expanded domestic biomedical research, vaccine production, pharmaceutical manufacturing, and biotechnology under conditions shaped by international sanctions.
Future U.S. congressional investigations concerning overseas biological research are unlikely to directly affect Iranian institutions.
Politically, however, Tehran may seek to portray congressional disputes over COVID-era policies as evidence that Western governments themselves continue to debate standards of laboratory oversight and pandemic decision-making.
At the same time, Iran can be expected to resist external efforts that it perceives as expanding international inspection authorities beyond existing treaty obligations.
 
TÜRKİYE
Türkiye has invested substantially in biotechnology, vaccine development, and domestic pharmaceutical manufacturing over the past decade.
Ankara increasingly views biotechnology as:

an industrial capability;
an export opportunity;
an element of national resilience.

Türkiye is therefore likely to support stronger biosafety standards while remaining cautious toward any international mechanisms perceived as infringing upon national sovereignty.
 
THE WORLD HEALTH ORGANIZATION
The WHO is likely to continue emphasizing:

laboratory biosafety;
laboratory biosecurity;
outbreak reporting;
international scientific cooperation;
preparedness planning.

However, the WHO possesses limited authority to compel sovereign governments to disclose laboratory activities beyond obligations established through international agreements.
Consequently, future reforms are more likely to emerge through national legislation than through WHO mandates.
 
THE BIOLOGICAL WEAPONS CONVENTION
Perhaps the most important long-term implications involve the Biological Weapons Convention itself.
Since COVID-19, participating states have increasingly discussed:

confidence-building measures;
voluntary peer review;
scientific advisory mechanisms;
enhanced transparency;
compliance discussions;
institutional strengthening.

None of these initiatives would create an inspection system comparable to the International Atomic Energy Agency.
They would, however, strengthen international confidence while preserving legitimate scientific research.^14
 
THE NEXT FRONTIER: BIOSECURITY DIPLOMACY
The Cold War transformed nuclear weapons into instruments of diplomacy.
The twenty-first century may witness a similar evolution regarding biotechnology.
Future alliances may increasingly consider:

pandemic preparedness;
pharmaceutical manufacturing;
genomic research;
laboratory security;
biotechnology supply chains;
scientific resilience.

Countries capable of demonstrating credible governance may enjoy diplomatic advantages extending beyond public health.
Laboratory credibility could become an element of national influence.
 
JAFAJ STRATEGIC ASSESSMENT
The Fauci hearing should not be viewed as the conclusion of the COVID debate.
Rather, it represents the beginning of a broader discussion concerning governance of advanced biological research.
The strategic issue is no longer whether biotechnology should expand.
It will.
The more consequential question is how governments intend to govern it.
The Middle East illustrates this transition clearly.
Nearly every major regional power is investing in biotechnology.
None can fully separate scientific progress from national security.
None can avoid questions regarding transparency indefinitely.
The countries that successfully balance innovation, security, and public accountability are likely to emerge as regional leaders in biotechnology over the next decade.
For policymakers, the lesson extends well beyond COVID-19.
The future competition among states may not be determined solely by who develops the most advanced biological technologies.
It may instead be determined by who develops the institutions capable of governing those technologies responsibly.
That is the enduring strategic implication of the debate now unfolding in Washington.
 
CONCLUSION
The July 2026 congressional hearing involving Dr. Anthony Fauci is best understood not as an endpoint in the debate over the COVID-19 pandemic, but as an inflection point in the global conversation about biological governance. While political attention has focused on testimony, documents, and accountability, the more lasting consequence may be a renewed examination of how nations supervise research involving dangerous pathogens, fund advanced laboratories, and build public confidence in scientific institutions.
For the Middle East, this discussion arrives at a pivotal moment. Governments across the region are investing heavily in biotechnology, precision medicine, vaccine development, and genomic research as part of broader economic and national security strategies. These investments promise substantial public health and economic benefits, but they also increase expectations for robust oversight and credible biosafety frameworks.
The strategic contest ahead is unlikely to be defined by the number of laboratories a nation possesses. It will be shaped by the quality of its governance, the transparency of its institutions, and its ability to reassure both domestic populations and international partners that powerful biological capabilities are being managed responsibly.
 
 FOOTNOTES

U.S. Senate Committee on Homeland Security and Governmental Affairs, Testimony of Anthony Fauci, hearing held July 29, 2026.
Axios, “The Most Fiery Moments from Fauci’s Senate Hearing,” July 29, 2026.
The Washington Post, “Fauci’s Diary Reveals His Thoughts on a ‘Rambling’ Trump and His Own Fame,” July 28, 2026.
The New Yorker, “The Failures of the Fauci Hearing,” August 10, 2026 (advance publication).
King Abdullah University of Science and Technology (KAUST), “Research” and “Institutional Biosafety and Bioethics Committee,” accessed August 2026.
King Abdullah University of Science and Technology, “Groundbreaking for First R&D Vaccine Center in the Middle East,” December 17, 2018; KAUST Innovation, “Agreement Signed for Building of the Saudi Vaccine and Biomanufacturing Center.”
Khalid A. Fakhro et al., “The Qatar Genome: A Population-Specific Tool for Precision Medicine in the Middle East,” 2018; Qatar University, “National Research Centers.”
Pasteur Institute of Iran, institutional history and mission (background information).
James Revill, Verifying the BWC: A Primer (Geneva: United Nations Institute for Disarmament Research, October 17, 2023). The report explains that the Biological Weapons Convention lacks a formal verification regime and discusses contemporary approaches to compliance and monitoring.
United Nations Office for Disarmament Affairs, Biological Weapons Convention (BWC) Confidence-Building Measures Portal; Convention on the Prohibition of the Development, Production and Stockpiling of Bacteriological (Biological) and Toxin Weapons and on Their Destruction.
Ajey Lele et al., The Focus and Function of BWC Verification (Geneva: United Nations Institute for Disarmament Research, December 5, 2024). The report summarizes ongoing international discussions on compliance and verification under the BWC Working Group.
María J. Espona, Voluntary Transparency Initiatives: The Case of Peer Review Exercises in the Context of the BWC (Geneva: United Nations Institute for Disarmament Research, August 19, 2024). The study examines voluntary transparency initiatives and confidence-building measures as practical approaches in the absence of a formal verification system.
U.S. Congress, House Select Subcommittee on the Coronavirus Pandemic, interim and final oversight reports (2023–2025); U.S. Senate Committee on Homeland Security and Governmental Affairs, hearing materials related to pandemic oversight and federal biosafety governance.
United Nations Office for Disarmament Affairs, Biological Weapons Convention Working Group documentation and meeting reports (2023–2026); United Nations Institute for Disarmament Research (UNIDIR), publications on verification, confidence-building measures, and institutional strengthening under the Biological Weapons Convention.

 
 
 
 

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Red Sea Security Is Becoming Its Own War

A JAFAJ STRATEGIC INTELLIGENCE BRIEF
Publication Date: August 2, 2026
EXECUTIVE ASSESSMENT
The Red Sea is no longer simply an extension of the conflicts in Gaza, Yemen, or the Persian Gulf. It is rapidly emerging as an independent strategic theater with its own military, diplomatic, and economic dynamics. What began as intermittent attacks on commercial shipping has evolved into a broader contest over freedom of navigation, maritime security, regional leadership, and the protection of global commerce.¹
The latest indication of that transformation came with Saudi Arabia’s announcement of a proposed multinational maritime defense coalition. According to Saudi officials, military representatives from 43 countries and the European Union participated in planning discussions in Riyadh, while 14 nations formally endorsed the initiative’s initial framework. The coalition would focus on protecting commercial shipping through the Bab el-Mandeb Strait, the Red Sea, and the Gulf of Aden—three waterways that have become increasingly vulnerable to attacks by Yemen’s Iran-aligned Houthi movement.²
If implemented, the proposal would represent one of the most significant regional maritime security initiatives since the establishment of the Combined Maritime Forces and the U.S.-led Operation Prosperity Guardian.
Unlike previous initiatives led primarily by outside powers, the Saudi proposal places a regional government at the center of maritime security planning. That shift reflects a broader trend across the Middle East in which regional actors are assuming greater responsibility for collective security while continuing to cooperate with Western partners.³
The implications extend far beyond naval operations.
Security in the Red Sea now directly influences:

global trade;
international energy markets;
maritime insurance;
inflation;
Egyptian canal revenues;
Gulf energy exports;
European manufacturing supply chains; and
broader Middle East security.

The strategic question facing policymakers is therefore no longer whether attacks against shipping will continue.
The more important question is whether the Red Sea has become a permanent strategic theater requiring sustained multinational military cooperation.
 
THE GEOGRAPHY OF A GLOBAL CHOKEPOINT
Few waterways possess greater geopolitical importance than the Red Sea.
Commercial vessels entering through the Bab el-Mandeb Strait proceed northward toward the Suez Canal, creating one of the shortest and most economically efficient shipping routes connecting Europe with Asia.
Every year, thousands of merchant vessels transit this corridor carrying:

crude oil;
liquefied natural gas;
manufactured goods;
agricultural commodities;
automobiles;
consumer electronics;
military equipment.

When this route functions normally, it reduces transportation costs, shortens delivery times, and supports global supply chains.
When disrupted, however, commercial vessels frequently reroute around the Cape of Good Hope at the southern tip of Africa, extending voyages by thousands of nautical miles and adding approximately one to two weeks to shipping schedules. These diversions increase fuel consumption, insurance premiums, crew costs, and freight rates while reducing the availability of commercial vessels worldwide.⁴
Consequently, attacks occurring near Yemen’s coastline increasingly affect manufacturers in Germany, retailers in the United States, automobile production in Japan, and consumers worldwide.
The Red Sea has become a global economic issue rather than a purely regional security concern.
 
THE SECURITY ENVIRONMENT IS CHANGING
The maritime security environment has evolved considerably since Houthi attacks against commercial vessels began.
Initially, most military responses focused upon intercepting missiles, protecting individual ships, and conducting limited retaliatory strikes.
Today, governments increasingly recognize that protecting freedom of navigation requires something more comprehensive.
Saudi Arabia’s proposed coalition reflects that evolution.
Rather than responding individually to isolated incidents, participating governments seek to establish a standing framework for:

intelligence sharing;
maritime surveillance;
naval coordination;
commercial vessel protection;
operational planning;
regional command and control.

Reuters reports that Saudi Arabia intends for the coalition to be headquartered in Riyadh, where participating governments would coordinate maritime defense activities throughout the Red Sea, Bab el-Mandeb Strait, and Gulf of Aden.⁵
This represents a notable institutional development.
Instead of viewing maritime security as a temporary response to individual attacks, regional governments increasingly appear to view it as a permanent strategic requirement.
 
WHY SAUDI ARABIA IS LEADING
Saudi Arabia’s decision to lead the initiative reflects both strategic necessity and political opportunity.
The Kingdom depends heavily upon secure maritime commerce for:

petroleum exports;
international investment;
industrial development;
Vision 2030 economic diversification;
regional economic integration.

Recent Houthi declarations announcing a naval blockade targeting Saudi shipping significantly increased the urgency surrounding maritime protection. The attacks also demonstrated that instability in Yemen can rapidly expand into broader regional economic disruption.⁶
By proposing a multinational coalition, Riyadh signals that maritime security should no longer be viewed exclusively as an American or European responsibility.
Instead, Saudi Arabia seeks to position itself as the leading regional organizer of collective maritime defense.
Whether that leadership evolves into a permanent regional institution remains uncertain, but the proposal itself represents an important strategic development.
 
THE EMERGING COALITION
Although coalition membership remains under discussion, Saudi officials announced that fourteen countries formally supported the initiative during the Riyadh conference.
Reuters identified several participating governments, including:

Egypt;
Turkey;
Pakistan;
Sudan;
Djibouti.

Additional governments reportedly attended discussions but have not yet publicly completed their domestic approval processes.⁷
The coalition’s proposed mission includes:

protecting international navigation;
safeguarding commercial shipping;
defending energy transportation routes;
improving intelligence cooperation;
coordinating naval operations.

Importantly, Saudi officials described the coalition as defensive rather than offensive.
Its stated objective is protecting international commerce rather than targeting any specific state.
Nevertheless, its creation occurs against the backdrop of continuing confrontation involving Iran, the Houthis, Israel, and Western naval forces.
 
FROM PROSPERITY GUARDIAN TO A REGIONAL SECURITY ARCHITECTURE
The proposed Saudi initiative does not replace existing multinational operations.
Rather, it appears designed to complement earlier efforts such as Operation Prosperity Guardian, launched by the United States in December 2023 following repeated Houthi attacks against commercial shipping.
Operation Prosperity Guardian demonstrated that protecting maritime commerce requires multinational cooperation.
The Saudi initiative expands upon that concept by emphasizing regional ownership.
Should the coalition become operational, it may represent the beginning of a more permanent Middle Eastern maritime security architecture rather than another temporary crisis response.⁸
That distinction is significant.
Temporary coalitions respond to individual events.
Permanent institutions reshape regional security relationships.
 
JAFAJ ASSESSMENT
The strategic center of gravity within the Middle East is gradually expanding beyond traditional land conflicts.
Maritime security now affects diplomacy, economics, energy policy, military planning, and international commerce simultaneously.
The emergence of a Saudi-led maritime coalition should therefore be viewed not merely as another naval initiative but as evidence that regional governments increasingly recognize maritime security as a strategic domain requiring long-term institutional cooperation.
Whether this initiative ultimately succeeds will depend upon sustained political commitment, interoperability among participating navies, intelligence sharing, financing, and continued international support.
However, the underlying trend is becoming increasingly clear.
The Red Sea is evolving into its own strategic theater.
 
THE INSURANCE WAR: THE ECONOMIC BATTLE FEW PEOPLE SEE
Military conflict in the Red Sea is only part of the story.
The less visible conflict is occurring inside the global insurance industry.
Every missile launch, drone attack, attempted boarding, or suspected maritime threat immediately affects the calculations of marine underwriters in London, Singapore, Dubai, and New York. Unlike naval forces, insurance markets respond within hours rather than weeks.
When insurers determine that a shipping corridor presents elevated risk, they increase war-risk premiums, require additional security measures, or refuse coverage entirely. The additional cost is transferred from insurers to shipping companies, then to importers, wholesalers, retailers, manufacturers, and ultimately consumers.⁹
For shipping executives, the question is not simply whether a vessel can safely transit the Bab el-Mandeb Strait.
The question is whether the voyage remains economically viable.
Following previous Houthi attacks, numerous international shipping companies diverted vessels around the Cape of Good Hope rather than risk Red Sea transit. Although those decisions increased operating costs substantially, they were often viewed as less expensive than exposing crews and cargo to repeated attacks.¹⁰
The insurance market has therefore become one of the most important strategic indicators of confidence in Red Sea security.
 
GLOBAL TRADE UNDER PRESSURE
The Red Sea is not simply a regional shipping lane.
It is one of the principal arteries of globalization.
Commercial traffic moving between Asia and Europe depends heavily upon uninterrupted access through:

the Bab el-Mandeb Strait;
the Red Sea;
the Suez Canal.

Disruption anywhere along this route produces cascading consequences throughout international supply chains.
Manufacturers experience delayed deliveries.
Retailers receive inventory later than planned.
Freight costs increase.
Container availability declines.
Just-in-time manufacturing schedules become increasingly difficult to maintain.
Those effects extend well beyond the Middle East.
European automobile manufacturers, Asian exporters, American retailers, and African agricultural producers all depend upon reliable maritime transportation through the Red Sea.
Consequently, maritime security has become an issue of international economic resilience rather than solely regional military strategy.¹¹
 
ENERGY SECURITY HAS BECOME A MARITIME ISSUE
The relationship between maritime security and energy markets has grown considerably stronger during the current regional crisis.
Before the recent escalation, much attention centered upon the Strait of Hormuz.
Today, policymakers increasingly recognize that disruptions affecting either Hormuz or the Bab el-Mandeb create interconnected risks for global energy markets.
Reuters recently reported that attacks near Egypt’s Damietta Port and continuing Houthi threats have increased concern regarding oil exports moving through both the Suez Canal and the SUMED pipeline. The report noted that Saudi Arabia has redirected greater volumes of crude northward through the Red Sea as access through other regional routes became more uncertain.¹²
As a result, energy markets increasingly evaluate the Red Sea as part of a larger network of strategic maritime chokepoints.
Rather than asking whether one shipping lane remains open, markets now assess the resilience of the entire regional transportation system.
 
EGYPT: THE COUNTRY WITH THE MOST TO LOSE
No regional government possesses greater direct economic exposure than Egypt.
The Suez Canal remains one of Cairo’s most valuable national assets and one of its largest sources of foreign currency.
Every vessel that bypasses the canal represents lost transit revenue.
Reduced commercial traffic affects:

canal toll collections;
foreign exchange earnings;
government revenues;
national economic planning.

The recent drone strike near Egypt’s Damietta Port highlighted how rapidly security concerns can spread from the Bab el-Mandeb to the northern entrance of the Suez Canal system. Although canal operations continued, analysts warned that additional attacks or even perceptions of increased danger could significantly affect commercial confidence.¹³
For Egypt, maritime security is therefore inseparable from national economic security.
 
SAUDI ARABIA’S STRATEGIC CALCULATION
Saudi Arabia’s decision to propose a multinational maritime coalition reflects more than concern over shipping.
It reflects a broader strategic evolution.
For decades, Riyadh relied heavily upon external security guarantees for maritime protection.
The proposed coalition suggests a gradual transition toward greater regional leadership.
The Kingdom’s objectives appear to include:

protecting petroleum exports;
defending international commerce;
strengthening regional partnerships;
reinforcing Vision 2030 economic priorities;
demonstrating strategic leadership within the Arab world.

Reuters reports that the coalition would be headquartered in Riyadh and coordinated by Saudi Arabia’s Ministry of Defense, further reinforcing the Kingdom’s intention to become the principal organizer of regional maritime security.¹⁴
 
THE UNITED ARAB EMIRATES: A STRATEGIC ABSENCE
One of the more noteworthy aspects of the Saudi proposal involves who did not initially endorse it.
According to Reuters, the United Arab Emirates was not among the fourteen governments issuing the initial declaration of support, despite participating in broader regional security discussions.¹⁵
That absence should not necessarily be interpreted as opposition.
Instead, it likely reflects ongoing domestic consultations and the UAE’s traditionally cautious approach toward multinational security commitments.
Nevertheless, Abu Dhabi remains deeply invested in secure maritime commerce.
The UAE’s ports—including Jebel Ali and Fujairah—serve as major logistical hubs linking Europe, Asia, and Africa.
Consequently, any prolonged disruption affecting the Red Sea ultimately influences Emirati trade, shipping, and investment.
Whether the UAE formally joins the coalition may become one of August’s most important strategic indicators.
 
JORDAN’S STAKE
Although Jordan possesses only a limited coastline, the Kingdom remains highly dependent upon uninterrupted regional trade.
Imports entering through Aqaba connect Jordan to global maritime commerce.
Disruptions affecting Red Sea shipping therefore influence:

import costs;
export competitiveness;
supply chain reliability;
national inflation.

Jordan also occupies an increasingly important diplomatic position within regional security discussions, frequently coordinating with Saudi Arabia, Egypt, and Gulf Cooperation Council partners regarding broader regional stability.
 
EUROPE’S STRATEGIC INTEREST
For Europe, the Red Sea is no longer simply a distant regional concern.
It has become an economic security issue.
European industries depend heavily upon efficient maritime transportation linking manufacturing centers in Asia with consumer markets across the continent.
Longer voyages increase transportation costs while reducing supply chain efficiency.
These developments also help explain the European Union’s continuing maritime engagement through Operation ASPIDES, established in 2024 to protect commercial navigation in the Red Sea. Together with Operation Prosperity Guardian and the emerging Saudi initiative, Europe increasingly views maritime security as an enduring strategic requirement rather than a temporary crisis.¹⁶
 
JAFAJ INTELLIGENCE ASSESSMENT
Several long-term trends deserve attention.
First, maritime security has become institutionalized.
Governments are increasingly creating permanent organizational structures rather than temporary crisis responses.
Second, economics now drives security planning as much as military necessity.
Commercial shipping, energy exports, insurance markets, and international investment have become inseparable from naval strategy.
Third, regional governments appear increasingly willing to assume leadership responsibilities traditionally undertaken by outside powers.
If these trends continue, historians may ultimately conclude that 2026 marked the beginning of a new era in Middle Eastern maritime security—one characterized by regional leadership, multinational cooperation, and the recognition that protecting commerce has become as strategically important as protecting territory.
 
INTELLIGENCE INDICATORS TO WATCH
The emergence of the Red Sea as an independent strategic theater means analysts must move beyond simply tracking missile launches or attacks on merchant vessels. The more important question is whether recent events represent temporary escalation or the beginning of a sustained restructuring of regional maritime security.
The following indicators deserve close attention during the next three to six months.
Coalition Development
The first indicator is the development of the proposed Saudi-led maritime coalition itself.
Questions include:

Which additional nations formally join?
Will participating governments commit naval assets?
Will a permanent headquarters be established in Riyadh?
Will common rules of engagement be adopted?
How will the coalition coordinate with existing organizations such as the Combined Maritime Forces and the European Union’s Operation ASPIDES?

If these institutional questions begin receiving concrete answers, analysts should view the coalition as evolving from a diplomatic initiative into an operational security organization.¹⁷
 
Houthi Operational Tempo
The second indicator concerns Houthi operational activity.
The Houthis have demonstrated the capability to employ:

anti-ship cruise missiles;
ballistic missiles;
one-way attack drones;
unmanned surface vessels;
naval mines.

The frequency, sophistication, and geographic distribution of future attacks will provide insight into whether the organization intends merely to impose economic pressure or expand toward a sustained maritime campaign.
Equally important will be evidence regarding continued Iranian material or intelligence support, although public attribution may remain difficult.
 
Commercial Shipping Behavior
Commercial shipping decisions frequently provide earlier warning than official government statements.
Indicators include:

rerouting around the Cape of Good Hope;
reductions in Bab el-Mandeb traffic;
changes in tanker charter rates;
increases in freight costs;
reductions in container availability.

Reuters recently reported that multiple Saudi crude tankers altered course following Houthi threats, illustrating how commercial operators rapidly adjust to perceived security risks even before governments modify policy.¹⁸
 
Insurance Markets
Insurance premiums remain one of the most sensitive indicators of maritime confidence.
Analysts should monitor:

war-risk premiums;
hull insurance rates;
reinsurance pricing;
underwriting restrictions.

Sustained premium increases would indicate that private markets anticipate prolonged instability regardless of diplomatic progress.
 
Chinese Maritime Activity
One of the least discussed—but potentially most significant—developments involves China.
Reuters recently reported that Chinese officials held direct discussions with Houthi representatives seeking assurances that Chinese-flagged tankers would receive safe passage through the southern Red Sea. According to Reuters, the discussions reflected Beijing’s effort to protect commercial energy shipments while avoiding direct military involvement.¹⁹
Should China expand diplomatic engagement while avoiding participation in multinational naval operations, Beijing could emerge as an increasingly influential maritime actor through political rather than military means.
 
STRATEGIC OUTLOOK
30 DAYS
During the next month, attention will likely focus upon whether the proposed Saudi coalition evolves beyond political declarations.
Analysts should expect:

additional diplomatic consultations;
discussions regarding command arrangements;
continued naval patrols;
continued Houthi threats;
elevated maritime insurance costs.

Commercial shipping is likely to remain cautious.
 
90 DAYS
Within three months, coalition development should become clearer.
Three possibilities appear most likely.
Scenario One: Coalition Consolidation
Additional governments formally join.
Joint exercises begin.
Operational planning expands.
Commercial confidence gradually improves.
Scenario Two: Limited Coordination
Political support continues, but operational integration develops slowly.
Existing multinational operations remain the primary providers of maritime security.
Scenario Three: Escalation
Expanded Houthi attacks or broader regional confrontation overwhelm coalition planning, forcing governments to prioritize military response over institutional development.
At present, the second scenario appears most probable.²⁰
 
180 DAYS
Looking six months ahead, the Red Sea security environment could follow one of two fundamentally different trajectories.
The first involves the gradual institutionalization of regional maritime cooperation.
In this scenario:

Saudi Arabia assumes a permanent leadership role;
multinational naval coordination expands;
commercial confidence improves;
insurance premiums gradually decline;
maritime trade stabilizes.

The second trajectory involves continued fragmentation.
Repeated attacks, competing command structures, and inconsistent political commitment could transform the Red Sea into a permanently contested maritime environment comparable to other long-term conflict zones.
The direction taken during the next six months will likely influence regional security planning for years.
 
WHO WINS? WHO LOSES?
Likely Beneficiaries
Saudi Arabia
If successful, Riyadh strengthens both its regional leadership position and its credibility as a provider of collective security.²¹
Egypt
Improved maritime security increases confidence in Suez Canal transit and supports one of Egypt’s most important revenue sources.
European Economies
Reliable shipping reduces transportation costs and strengthens supply-chain resilience.
Global Energy Markets
Reduced disruption lowers geopolitical risk premiums.
 
Countries Facing Greater Strategic Pressure
Iran
A successful multinational maritime coalition could reduce Tehran’s ability to use maritime pressure as a tool of regional influence.
The Houthis
Expanded multinational naval coordination would complicate future attacks against commercial shipping.
 
KEY JUDGMENTS
High Confidence

The Red Sea will remain one of the world’s most strategically important maritime theaters through the remainder of 2026.
Commercial shipping will continue requiring enhanced military protection.
Maritime security has become inseparable from global energy security.²²

Moderate Confidence

Saudi Arabia will continue expanding regional leadership in maritime security.
Additional governments are likely to support the proposed coalition over time.
Commercial operators will continue incorporating geopolitical risk into routing decisions.

Lower Confidence

The coalition will rapidly evolve into a NATO-style integrated command.
Maritime attacks alone will significantly reduce global trade volumes absent broader regional escalation.

 
AUTHOR’S ASSESSMENT
The strategic importance of the Red Sea has changed fundamentally.
For decades, the region was viewed primarily as a transit corridor connecting the Indian Ocean to the Mediterranean.
Today it is becoming something more significant.
The Red Sea has evolved into an operational theater where military deterrence, commercial shipping, energy security, diplomacy, insurance markets, and regional leadership intersect.
That transformation carries implications extending far beyond Yemen or the Gaza conflict.
It affects Europe’s manufacturing base.
It influences Asian energy security.
It shapes Gulf economic diversification.
It affects Egypt’s financial stability.
It increasingly influences American, Chinese, and European naval strategy.
Perhaps most importantly, it illustrates an emerging trend within Middle Eastern security.
Future conflicts may be fought as much over maritime commerce as over territory.
 
BOTTOM LINE
The Red Sea is no longer simply a supporting front in a wider regional conflict.
It is becoming a strategic theater in its own right.
The proposed Saudi-led maritime coalition represents more than a response to Houthi attacks.
It represents an attempt to establish a durable regional security architecture capable of protecting one of the world’s most important commercial corridors. Whether that architecture ultimately succeeds remains uncertain, but the direction of travel is increasingly clear. Maritime security has moved from a tactical naval issue to a strategic geopolitical priority affecting governments, financial markets, shipping companies, and consumers around the world.
 
 
 
FOOTNOTES

Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026. The proposal was announced following a defense meeting in Riyadh amid escalating Houthi threats to Red Sea shipping.
Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026. Reuters reported that representatives from 43 countries and the European Union attended the meeting and that 14 countries formally endorsed the initial initiative.
Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026; Saudi Press Agency, “Joint Forces Command of the Coalition: We Will Protect Our Commercial Vessels in Bab Al-Mandab Strait,” July 20, 2026.
The Guardian, “US Announces Naval Coalition to Defend Red Sea Shipping from Houthi Attacks,” December 19, 2023. The report describes how attacks prompted shipping companies to reroute vessels around the Cape of Good Hope, increasing transit times and costs.
Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026.
Reuters, “Houthis Announce Saudi Naval Blockade, Threatening New Front in U.S.-Iran War,” July 20, 2026.
Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026.
U.S. Department of Defense, “Statement from Secretary of Defense Lloyd J. Austin III on Ensuring Freedom of Navigation in the Red Sea,” December 19, 2023; Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026.
Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026. The coalition proposal explicitly identifies protection of commercial shipping and energy routes as a principal objective.
The Guardian, “US Announces Naval Coalition to Defend Red Sea Shipping from Houthi Attacks,” December 19, 2023. The report documents widespread commercial rerouting around the Cape of Good Hope following Houthi attacks.
Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026; Financial Times, “Saudi Arabia Announces Maritime Defence Coalition as Houthi Attacks Threaten Red Sea Route,” July 31, 2026.
Reuters, “Drone Strike in Egypt Sparks Security Concerns About Suez Oil Exports,” July 30, 2026. The report explains how Red Sea insecurity has increased reliance on the Suez Canal and SUMED pipeline while heightening concern over energy transportation costs.
Reuters, “Drone Strike at Egypt Port Near Suez Canal Ignites New Shipping Risks,” July 30, 2026. The attack heightened concerns regarding energy security and maritime transportation near one of the world’s most important shipping corridors.
Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026. Saudi Arabia announced that the coalition would be headquartered in Riyadh and would coordinate multinational maritime security operations.
Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026. Reuters reported that the UAE and Oman were not among the initial governments publicly endorsing the fourteen-nation declaration.
Financial Times, “Saudi Arabia Announces Maritime Defence Coalition as Houthi Attacks Threaten Red Sea Route,” July 31, 2026. The report places the Saudi proposal alongside Operation Prosperity Guardian and the European Union’s Operation ASPIDES as complementary maritime security efforts.
Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026; Financial Times, “Saudi Arabia Announces Maritime Defence Coalition as Houthi Attacks Threaten Red Sea Route,” July 31, 2026.
Reuters, “Three Tankers Carrying Saudi Crude Make U-Turns in Red Sea After Houthi Warning,” July 22–23, 2026.
Reuters, “China in Touch with Yemen’s Houthis to Allow Ships to Sail Through Red Sea, Sources Say,” July 28, 2026.
Reuters, “Analysis: Houthi Red Sea Threat Would Challenge a Stretched U.S. Military,” July 22, 2026.
Reuters, “Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition,” July 30, 2026.
Reuters, “Oil Settles Down on Proposed Saudi-Led Maritime Defence Coalition,” July 30, 2026; Reuters, “Drone Strike at Egypt Port Near Suez Canal Ignites New Shipping Risks,” July 30, 2026.

 
SELECTED REFERENCES
Primary Sources

Government of Saudi Arabia, Ministry of Defense. Official statements regarding the proposed Multinational Maritime Defense Coalition. July 2026.
S. Department of Defense. “Statement from Secretary of Defense Lloyd J. Austin III on Ensuring Freedom of Navigation in the Red Sea.” December 19, 2023.
International Organizations
Combined Maritime Forces. Public information on multinational maritime security operations.
European Union. Operation ASPIDES mission documentation.
International Maritime Organization. Maritime security guidance and navigational advisories.
S. Energy Information Administration. The Strait of Hormuz Is the World’s Most Important Oil Transit Chokepoint.

News Services

Financial Times. “Saudi Arabia Announces Maritime Defence Coalition as Houthi Attacks Threaten Red Sea Route.” July 31, 2026.
“Saudi Arabia Unveils Plans for Multinational Maritime Defence Coalition.” July 30, 2026.
“Oil Settles Down on Proposed Saudi-Led Maritime Defence Coalition.” July 30, 2026.
“Drone Strike at Egypt Port Near Suez Canal Ignites New Shipping Risks.” July 30, 2026.
“China in Touch with Yemen’s Houthis to Allow Ships to Sail Through Red Sea, Sources Say.” July 28, 2026.
“Analysis: Houthi Red Sea Threat Would Challenge a Stretched U.S. Military.” July 22, 2026.
“Three Tankers Carrying Saudi Crude Make U-Turns in Red Sea After Houthi Warning.” July 22–23, 2026.

 
 

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Red Sea Security Is Becoming Its Own War Read More »

August Outlook: Five Middle East Developments to Watch

JaFaJ  STRATEGIC OUTLOOK FOR AUGUST 2026
Publication Date: August 2, 2026
 
EXECUTIVE ASSESSMENT
JaFaJ assesses that August 2026 marks a critical transition in the Middle East from military operations to political implementation. The central question is no longer whether governments can negotiate agreements or announce diplomatic initiatives, but whether they can build the institutions necessary to implement and sustain them. Governments capable of translating political agreements into functioning institutions—including governance, security arrangements, reconstruction programs, verification mechanisms, and legislative action—are most likely to shape the region’s strategic trajectory during the months ahead.
This outlook identifies five developments that deserve particularly close attention throughout August:

Gaza’s post-war governance.
Iran’s negotiations with the United States and their regional implications.
Lebanon’s political and security environment.
Maritime security in the Red Sea and the Strait of Hormuz.
Regional energy markets and OPEC+ policy.

These developments are interconnected rather than independent. Progress or failure in one area is likely to influence outcomes elsewhere. Renewed confrontation between Iran and the United States could immediately disrupt Red Sea shipping, increase maritime insurance costs, affect global oil prices, and complicate diplomatic efforts surrounding Gaza. Conversely, measurable progress in establishing a viable governance framework for Gaza could strengthen regional diplomacy, encourage reconstruction financing, and improve prospects for broader political stabilization.¹
Rather than reacting to daily headlines, policymakers should evaluate whether measurable institutions are beginning to emerge. Transitional governing authorities, coordinated security arrangements, independent verification mechanisms, legislative implementation, transparent reconstruction oversight, and sustained international financial commitments provide more reliable indicators of lasting progress than political declarations alone.
Accordingly, this report emphasizes indicators over rhetoric. Throughout August, JaFaJ recommends monitoring objective political, security, economic, humanitarian, and legislative developments that will reveal whether current diplomatic momentum is evolving into durable regional stability. The defining question for August is not whether new agreements are announced, but whether existing commitments begin producing institutions capable of sustaining long-term peace and security.
 

GAZA’S POST-WAR GOVERNANCE MOVES FROM THEORY TO IMPLEMENTATION

JaFaJ assesses with moderate confidence that Gaza has entered the most difficult phase of any post-conflict transition: implementation. While ceasefire negotiations and political agreements have established a diplomatic framework, durable stability now depends upon building effective institutions capable of governing territory, maintaining security, coordinating reconstruction, and earning domestic and international legitimacy. During August, progress in governance, security, verification, and reconstruction will provide the clearest measure of whether diplomacy is evolving into a sustainable post-conflict settlement.
 
Strategic Importance
The military phase of the Gaza conflict has increasingly given way to an equally complex political challenge: determining who governs Gaza once large-scale combat operations conclude.
Although public attention often focuses on ceasefire negotiations, hostage exchanges, and humanitarian deliveries, diplomats now recognize that the longer-term stability of Gaza depends upon creating a governing structure capable of administering civil services, coordinating reconstruction, maintaining security, and securing international legitimacy.
Recent diplomatic proposals have envisioned replacing Hamas’ civilian administration with a transitional technocratic authority operating under international supervision while reconstruction proceeds. However, substantial disagreements remain concerning both the authority of such a governing body and the sequence in which implementation would occur. Recent reporting indicates continuing differences regarding whether Hamas must fully disarm before Israeli withdrawal, whether disarmament and withdrawal occur simultaneously, or whether implementation proceeds through phased reciprocal actions.²
These sequencing questions have become the central diplomatic obstacle.
 
The Four Questions That Still Lack Consensus
Despite considerable diplomatic activity, four strategic questions remain unresolved.

Who Governs?

Although multiple proposals reference an interim civilian administration, negotiators continue debating its legal authority, relationship with existing Palestinian institutions, appointment process, and long-term mandate.
Questions include:

Who appoints its leadership?
To whom does it report?
How long does it remain in office?
What powers does it exercise?

Without clearly defined answers, reconstruction planning remains difficult.
 

Who Provides Security?

Civilian governance cannot function without security.
Even if administrative ministries begin operating, responsibility must still be assigned for:

internal policing;
border crossings;
intelligence coordination;
counterterrorism operations;
weapons collection;
protection of reconstruction sites.

These issues remain politically sensitive because each directly affects Israel’s security requirements while influencing Palestinian perceptions regarding sovereignty.
 

Who Verifies Compliance?

Peace agreements require trusted verification.
Current discussions reportedly include several possible mechanisms:

multinational monitoring missions;
United Nations participation;
regional observers;
hybrid international commissions.

Each model offers advantages but also political complications.
Without independent verification, allegations of non-compliance could rapidly undermine implementation.³
 

Who Pays?

The reconstruction of Gaza represents one of the largest anticipated rebuilding efforts in the modern Middle East.
International donors—including Gulf states, Western governments, multilateral financial institutions, and humanitarian organizations—have consistently emphasized that major financial assistance will require:

transparent accounting;
anti-corruption safeguards;
independent auditing;
internationally recognized administrative institutions.

Funding therefore becomes both an economic necessity and a diplomatic incentive.
 
WHY AUGUST MATTERS
August represents the first opportunity to determine whether recent diplomatic announcements translate into measurable institutional progress.
Rather than evaluating rhetoric alone, analysts should monitor objective indicators.
Among the most important are:
Political Indicators

Establishment of a recognized transitional authority.
Appointment of senior administrative officials.
Israeli cabinet decisions regarding implementation.
Public statements by Hamas concerning governance.

Security Indicators

Verified ceasefire compliance.
Israeli military redeployments.
Progress toward internationally accepted monitoring arrangements.

Humanitarian Indicators

Increased aid deliveries.
Restoration of medical services.
Expansion of electrical and water infrastructure.
Return of displaced civilians.

Financial Indicators

Donor conferences.
Reconstruction pledges.
World Bank and UN funding announcements.
Gulf state financial commitments.

Collectively, these indicators provide a more reliable measure of implementation than political statements alone.
 
JAFAJ ANALYSIS
The negotiations have entered what intelligence professionals frequently describe as the implementation phase.
This distinction is significant.
Negotiating political principles is generally easier than implementing them.
Implementation requires governments to assume political risks, armed organizations to surrender operational flexibility, donors to release funding, legislatures to authorize expenditures, and international organizations to establish oversight mechanisms.
Each participant therefore confronts domestic political pressures that differ substantially from those present during initial negotiations.
Experience from Bosnia, Kosovo, Iraq, Afghanistan, and other post-conflict environments demonstrates that governance failures frequently occur not because agreements cannot be negotiated, but because institutions prove incapable of implementing them effectively.⁴
For that reason, August should be viewed less as a month of diplomatic announcements and more as a month of institutional testing.
The governments that establish credible institutions first—not simply negotiate them first—are likely to shape the political environment in Gaza for years to come.
 
WHAT TO WATCH DURING AUGUST
JaFaJ recommends monitoring the following developments throughout the month:

Formal establishment of a transitional governing authority.
Israeli Security Cabinet decisions regarding Gaza implementation.
Statements by Hamas concerning civilian governance and disarmament.
U.S. diplomatic initiatives supporting implementation.
United Nations discussions regarding oversight.
Reconstruction funding announcements.
Egyptian and Qatari mediation efforts.
International donor coordination meetings.

Each represents an indicator that implementation is moving beyond conceptual planning toward operational execution.
 
JAFAJ ASSESSMENT
Probability that negotiations continue: High
Probability of measurable administrative progress during August: Moderate
Probability that all major implementation disputes are resolved this month: Low
The most likely outcome is incremental progress accompanied by continued disagreement over sequencing, verification, and long-term security arrangements. That pattern is consistent with previous complex post-conflict transitions and should not necessarily be interpreted as diplomatic failure. Rather, it reflects the political reality that implementation often proceeds more slowly than negotiation.⁵
Governments, international organizations, and donor states should evaluate Gaza’s transition using measurable institutional benchmarks rather than diplomatic announcements alone. The establishment of a functioning transitional authority, coordinated security arrangements, independent verification mechanisms, and transparent reconstruction oversight will provide stronger evidence of lasting progress than additional political declarations.
 

IRAN NEGOTIATIONS REACH A DECISIVE PHASE

Strategic Importance
JaFaJ assesses with moderate confidence that August represents the most consequential period for U.S.-Iran diplomacy since indirect negotiations resumed earlier this year. Although public attention continues to focus on military developments, the strategic center of gravity has shifted toward diplomacy, verification, sanctions, and regional security arrangements. Decisions made during the coming weeks are likely to influence not only bilateral relations, but also maritime security, regional stability, global energy markets, and the future of Iran’s nuclear program.
The immediate objective is no longer simply ending military exchanges. Negotiators must now determine whether the existing framework can evolve into a comprehensive political agreement addressing Iran’s nuclear program, sanctions relief, maritime security, regional proxy activity, and long-term verification mechanisms.⁶
Diplomatic progress has been uneven. Public statements from Washington have alternated between optimism regarding negotiations and warnings that military operations could resume should talks fail. Tehran has likewise signaled conditional willingness to negotiate while insisting that sanctions relief and respect for Iranian sovereignty remain essential components of any durable agreement.⁷
Meanwhile, the International Atomic Energy Agency (IAEA) continues pressing Iran to restore inspection access and account for highly enriched uranium following damage to multiple nuclear facilities during earlier military operations. IAEA Director General Rafael Grossi has repeatedly emphasized that restoring transparency remains essential before confidence can be rebuilt.⁸
 
The Four Issues That Will Shape August

Nuclear Verification

Verification remains the cornerstone of every serious diplomatic proposal.
Negotiators continue debating:

inspection authorities;
monitoring technologies;
access to enrichment facilities;
disposition of highly enriched uranium;
reporting requirements.

Without credible verification, neither the United States nor European governments are likely to support meaningful sanctions relief.
 

Sanctions Relief

Iran continues to argue that meaningful negotiations require measurable economic benefits.
Discussion reportedly includes:

banking restrictions;
energy exports;
shipping insurance;
frozen financial assets;
international investment.

For Tehran, sanctions relief represents the principal incentive for continued diplomacy.
For Washington, sanctions remain one of its strongest negotiating tools.
 

Regional Security

Negotiations increasingly extend beyond Iran’s nuclear program.
Officials are now discussing broader regional stability, including:

Lebanon;
Iraq;
Syria;
the Strait of Hormuz;
Red Sea maritime security.

This represents an evolution from traditional nuclear diplomacy toward comprehensive regional security negotiations.⁹
 

Political Timelines

Time has become an important negotiating factor.
Both governments face domestic political pressures.
International mediators similarly seek measurable progress before diplomatic momentum begins to weaken.
August may therefore become the period during which negotiators determine whether current discussions evolve toward a comprehensive settlement or return to prolonged confrontation.
 
WHAT TO WATCH DURING AUGUST
Analysts should closely monitor:
Diplomatic Indicators

Additional indirect negotiation rounds.
Statements from Tehran.
White House policy announcements.
European diplomatic initiatives.

Nuclear Indicators

IAEA inspection announcements.
Uranium accounting.
Verification agreements.
Technical working groups.

Economic Indicators

Sanctions decisions.
Oil export levels.
Currency stability.
International banking developments.

Military Indicators

Force posture changes.
Maritime security operations.
Proxy group activity.
Regional missile deployments.

 
JAFAJ ANALYSIS
The current negotiations are best understood as an effort to manage strategic competition rather than resolve it. Neither Washington nor Tehran appears prepared to abandon its core national security objectives, yet both have strong incentives to avoid renewed large-scale military confrontation. This creates a negotiating environment in which limited agreements on verification, sanctions, maritime security, or nuclear transparency may be achievable even if a comprehensive settlement remains unlikely.
Historical experience suggests that negotiations of this nature are rarely linear. Periods of diplomatic progress are often interrupted by military incidents, political rhetoric, or domestic pressures before negotiations resume. JaFaJ therefore assesses that the principal indicator of success during August will not be whether the parties announce a breakthrough, but whether diplomatic channels remain active despite inevitable periods of tension.
The most likely August outcome remains continued negotiations accompanied by periodic political friction rather than either a comprehensive agreement or renewed regional conflict.
 

LEBANON’S POLITICAL RECOVERY FACES ANOTHER TEST

Strategic Importance
Lebanon remains one of the Middle East’s most politically fragile states.
Years of economic crisis, governmental instability, infrastructure deterioration, and conflict involving Hezbollah have significantly weakened national institutions.
Although international attention frequently shifts elsewhere, Lebanon continues serving as one of the region’s principal indicators of broader strategic stability.
Recent diplomatic contacts between Lebanon and Israel—occurring alongside broader U.S.-Iran discussions—illustrate the growing recognition that Lebanon’s security environment cannot be separated from wider regional negotiations.¹¹
 
Political Challenges
Lebanese leaders confront multiple simultaneous pressures.
These include:

economic reform;
reconstruction financing;
political fragmentation;
border security;
public confidence;
institutional reform.

Parliament continues facing expectations that meaningful legislative action accompany international financial assistance.
 
Security Concerns
Security remains closely linked to developments involving Hezbollah.
Although periods of reduced violence have emerged, southern Lebanon remains vulnerable to renewed confrontation should regional negotiations deteriorate.
Israeli military planners likewise continue monitoring Hezbollah infrastructure, cross-border activity, and weapons transfers.
Consequently, developments inside Lebanon remain closely connected to negotiations involving Iran, Israel, and the United States.
 
Economic Recovery
Lebanon’s economic recovery depends upon:

international financial assistance;
banking reform;
governmental transparency;
infrastructure investment;
political stability.

Without meaningful institutional progress, international donors may remain reluctant to expand assistance.
 
WHAT TO WATCH DURING AUGUST
Political Indicators

Parliamentary legislative activity.
Government reform initiatives.
International donor meetings.

Security Indicators

Southern border incidents.
Hezbollah public statements.
Israeli military activity.

Economic Indicators

IMF discussions.
Currency stability.
Reconstruction commitments.

 
JAFAJ ANALYSIS
Lebanon has historically functioned as a strategic barometer for broader regional dynamics. Periods of political stability have generally coincided with reduced regional tensions, while external competition has frequently reinforced domestic fragmentation. As a result, Lebanon’s political trajectory during August is likely to depend as much on developments in Tehran, Jerusalem, Washington, and Damascus as on decisions made in Beirut.
JaFaJ assesses that Lebanon is unlikely to experience a dramatic political breakthrough during August. Instead, the most probable outcome is incremental institutional progress accompanied by continued economic and political uncertainty. The principal measure of success will not be the formation of new political agreements, but whether existing institutions demonstrate sufficient capacity to implement reforms linked to international financial assistance and domestic governance.
 

RED SEA SECURITY REMAINS THE REGION’S ECONOMIC PRESSURE POINT

Strategic Importance
Although headlines frequently focus on military operations inside Gaza or negotiations involving Iran, the Red Sea may remain the region’s most economically significant security issue.
The Bab el-Mandeb Strait and the Suez Canal together form one of the world’s most important commercial maritime corridors.
Disruptions affect:

global shipping;
energy exports;
insurance markets;
supply chains;
international inflation.

Recent reporting suggests that Iran has increasingly viewed the Red Sea as an additional pressure point capable of complementing developments in the Strait of Hormuz through the activities of allied Houthi forces in Yemen.¹³
 
Maritime Security
International naval coalitions continue escorting commercial shipping while monitoring potential threats.
Nevertheless, shipping companies continue adjusting routes based upon:

security assessments;
insurance premiums;
operational costs;
military developments.

Even limited disruptions produce disproportionately large economic consequences.
 
Energy Implications
Red Sea security directly affects:

Gulf energy exports;
European imports;
Asian supply chains;
international tanker availability.

Combined with developments involving the Strait of Hormuz, maritime security remains one of the principal determinants of energy market volatility.
 
WHAT TO WATCH DURING AUGUST

Commercial vessel traffic.
Coalition naval patrols.
Houthi military activity.
Insurance premium changes.
Suez Canal transit statistics.
Bab el-Mandeb security incidents.

 
JAFAJ ASSESSMENT
Probability of continued multinational maritime operations: Very High
Probability of sustained shipping disruption: Moderate
Probability of a prolonged closure of major sea lanes: Low, although isolated attacks remain capable of producing significant economic effects.¹⁴
Policy Implication: Governments and commercial shipping operators should expect continued operational disruption rather than catastrophic maritime closure. The principal economic risk is not the complete interruption of regional shipping, but the cumulative effect of recurring attacks, higher insurance costs, longer transit times, and increased transportation expenses that gradually affect global supply chains and energy markets.
 

ENERGY MARKETS BECOME THE REGION’S STRATEGIC BAROMETER

Strategic Importance
Throughout modern Middle Eastern history, energy markets have functioned as both an economic indicator and a geopolitical barometer. During August, crude oil prices are likely to reflect not only traditional supply-and-demand fundamentals but also investor perceptions regarding regional stability, maritime security, sanctions policy, and the likelihood of further military escalation.¹⁵
Unlike previous periods in which production capacity alone dictated market direction, today’s energy markets react almost immediately to political developments. Statements by senior government officials, reports of attacks on energy infrastructure, disruptions to shipping lanes, or changes in sanctions policy can move prices within hours.
The interaction between geopolitical risk and market psychology therefore deserves as much attention as actual production data.
 
THE MAJOR VARIABLES
OPEC+ Production Policy
OPEC+ remains the single most influential organization affecting global crude supply.
During August, analysts should monitor:

production quota adjustments;
compliance among member states;
Saudi production policy;
Russian export levels;
statements regarding future market stability.

Although OPEC+ decisions are officially economic, they inevitably carry geopolitical implications for both producer and consumer nations.¹⁶
 
Iranian Oil Exports
Iran’s ability to increase exports remains closely linked to diplomatic progress.
Any measurable sanctions relief could gradually increase Iranian production entering international markets.
Conversely, renewed sanctions or military escalation could reduce exports while increasing price volatility.
Energy markets will therefore closely monitor negotiations occurring outside the oil sector because diplomatic developments increasingly influence production expectations.
 
Maritime Transportation
Approximately one-third of the world’s seaborne oil trade passes through the Strait of Hormuz, while additional energy shipments move through the Bab el-Mandeb Strait and the Suez Canal. Disruptions in either corridor can significantly increase transportation costs, insurance premiums, and delivery times.¹⁷
For that reason, maritime security has become an integral component of energy security.
 
WHAT TO WATCH DURING AUGUST
Energy Indicators

Brent crude pricing trends.
West Texas Intermediate (WTI) movements.
OPEC+ ministerial statements.
Iranian export estimates.
Maritime insurance premiums.
Tanker traffic through Hormuz and the Red Sea.

 
JAFAJ ASSESSMENT
The most likely August outcome is continued price volatility within a relatively stable trading range.
However, that assessment depends heavily upon avoiding significant military escalation involving Iran, Israel, or maritime shipping.
Energy markets will continue responding more rapidly to geopolitical developments than to changes in production capacity.
 
PARLIAMENTARY ACTIVITY TO WATCH
Although military developments dominate media coverage, legislative activity frequently determines the long-term direction of regional policy.
Several national legislatures are expected to influence developments during August.
 
ISRAEL
The Knesset and Israel’s Security Cabinet remain central to decisions involving:

Gaza implementation;
reconstruction policy;
defense appropriations;
hostage negotiations;
border security.

Domestic coalition politics will continue influencing the government’s negotiating flexibility.
Why It Matters: Decisions taken by the Knesset during August will determine whether diplomatic commitments are supported by the legal authorities, appropriations, and oversight mechanisms necessary for implementation. Parliamentary action provides a stronger indicator of long-term policy direction than political statements alone because it establishes the statutory framework through which government agencies must operate.
 
IRAN
The Iranian Parliament (Majles) is expected to remain engaged in discussions concerning:

implementation of sanctions policy;
economic stabilization;
national security legislation;
nuclear policy.

Although many strategic decisions ultimately rest with Iran’s senior leadership, parliamentary debate provides valuable insight into domestic political priorities.
Why It Matters: Legislative activity in Iran provides insight into the degree of domestic political support for ongoing negotiations and implementation of any future agreements. Parliamentary positions may also signal the government’s willingness to authorize or constrain future diplomatic initiatives.
 
LEBANON
Lebanon’s Parliament faces continuing pressure to advance reforms linked to international financial assistance.
Among the principal issues expected to receive attention are:

banking reform;
public finance;
anti-corruption initiatives;
judicial reform;
economic recovery.

Progress in these areas will significantly influence future international investment.
Why It Matters: Parliamentary progress in Lebanon should be evaluated as an indicator of institutional capacity rather than political symbolism. Incremental legislative action often reflects broader improvements in governance and administrative effectiveness.
 
UNITED STATES
Congress is expected to continue exercising oversight regarding:

military assistance;
humanitarian funding;
sanctions policy;
regional security;
defense appropriations.

Congressional action often shapes diplomatic leverage available to the Executive Branch.
Why It Matters: Congressional action will influence funding, oversight, sanctions policy, and the executive branch’s flexibility in implementing regional initiatives. Legislative developments therefore remain an essential indicator of the durability of U.S. policy commitments.
 
UNITED NATIONS ACTIONS TO MONITOR
The United Nations remains deeply involved across multiple regional issues.
August may include additional activity involving:

humanitarian assistance;
reconstruction planning;
refugee support;
ceasefire monitoring;
Security Council consultations.

Several specialized agencies—including OCHA, UNDP, UNICEF, UNRWA, and the World Food Programme—will likely continue publishing assessments that influence donor decisions and humanitarian planning.¹⁸
Although Security Council consensus remains difficult to achieve, UN reporting continues providing one of the most comprehensive assessments of humanitarian conditions throughout the region.
 
INTELLIGENCE INDICATORS
The following developments deserve continuous monitoring throughout August.
Political Indicators

Establishment of a transitional authority in Gaza.
Additional U.S.-Iran negotiating rounds.
Lebanese governmental reform measures.
New regional diplomatic initiatives.

 
Security Indicators

Ceasefire compliance.
Maritime security incidents.
Israeli force redeployments.
Proxy militia activity.
Missile launches or interception rates.

 
Economic Indicators

Reconstruction funding announcements.
OPEC+ production decisions.
International investment.
Energy price movements.
Regional inflation trends.

 
Humanitarian Indicators

Aid delivery volumes.
Population displacement.
Medical infrastructure restoration.
Water and electrical service availability.
School reopening initiatives.

 
STRATEGIC FORECAST
30 DAYS
Diplomatic implementation will dominate regional politics.
Negotiators are likely to remain focused on:

Gaza governance;
verification mechanisms;
humanitarian assistance;
sanctions discussions.

Major breakthroughs remain possible but should not be expected.
 
60 DAYS
Should implementation continue steadily, international donors may begin expanding reconstruction commitments.
Failure to resolve sequencing disputes, however, could significantly slow diplomatic momentum.
Regional governments will likely increase coordination while continuing to hedge against renewed instability.
 
90 DAYS
By late autumn, analysts should be able to determine whether current diplomatic initiatives have evolved into durable political processes.
If implementation succeeds, attention will increasingly shift toward reconstruction, governance, and economic recovery.
If implementation stalls, military considerations may once again dominate regional policy.
Key Indicators That Could Change This Assessment
The current outlook assumes that existing diplomatic channels remain active and that regional actors continue to prioritize managed competition over direct military escalation. JaFaJ will reassess this forecast if one or more of the following indicators emerge:

A sustained collapse of U.S.-Iran diplomatic engagement.
A major regional military escalation involving Iran, Israel, or Hezbollah.
The failure to establish a credible transitional governance mechanism in Gaza.
Significant disruption to commercial shipping through the Red Sea or Strait of Hormuz.
Major legislative or executive actions that materially alter sanctions, security cooperation, or reconstruction funding.

The appearance of one or more of these indicators would warrant a reassessment of the probabilities and strategic judgments contained in this report.
 
KEY JUDGMENTS
High Confidence

Gaza implementation will remain the region’s dominant political issue.
Maritime security will continue influencing global commerce.
Energy markets will remain highly sensitive to geopolitical developments.

Moderate Confidence

U.S.-Iran diplomacy will continue despite persistent disagreements.
Lebanon will experience incremental institutional progress rather than dramatic political change.
International reconstruction planning will expand during August.

Lower Confidence

Comprehensive regional agreements remain unlikely during August.
Long-term political settlements will require sustained negotiations extending well beyond the current month.

 
BOTTOM LINE
August is unlikely to be remembered for dramatic announcements.
Instead, it is likely to be remembered for whether governments, international organizations, and regional actors successfully translated diplomacy into implementation.
The Middle East has entered a period in which institutions matter as much as military operations. Governance, reconstruction, legislative action, maritime security, and economic resilience will increasingly shape the region’s future.
For policymakers, investors, and security professionals alike, the most important question is no longer what happened yesterday.
It is whether the foundations for lasting stability are being built today.
Final Assessment
The defining question for August 2026 is not whether governments can negotiate agreements—it is whether they can implement them. History demonstrates that diplomacy succeeds only when political commitments are translated into functioning institutions supported by legislation, security coordination, sustainable financing, and public legitimacy. Throughout this report, JaFaJ has emphasized measurable indicators rather than political rhetoric because institutions—not announcements—will ultimately determine whether the current diplomatic momentum produces lasting regional stability.
Future editions of the JaFaJ Strategic Outlook will measure progress against these indicators and reassess regional forecasts as conditions evolve. The success or failure of today’s implementation efforts will shape not only the remainder of 2026, but the strategic balance of the Middle East for years to come.
 
RUNNING FOOTNOTES

Associated Press, “Trump Threatens More Strikes on Iran as Gaza Peace Plan Faces Immediate Challenges,” August 1, 2026.
The Guardian, “Middle East Crisis: Trump Says ‘Israel Is Very Happy’ with Gaza Peace Plan but Doesn’t Say If Withdrawal or Hamas Disarmament Comes First,” July 31, 2026.
The Guardian, “Middle East Crisis: Trump Says ‘Israel Is Very Happy’ with Gaza Peace Plan but Doesn’t Say If Withdrawal or Hamas Disarmament Comes First,” July 31, 2026.
James Dobbins et al., The UN’s Role in Nation-Building: From the Congo to Iraq (Santa Monica, CA: RAND Corporation, 2005); Roland Paris, At War’s End: Building Peace After Civil Conflict (Cambridge: Cambridge University Press, 2004).
Associated Press, “Trump Threatens More Strikes on Iran as Gaza Peace Plan Faces Immediate Challenges,” August 1, 2026; The Guardian, “Middle East Crisis,” July 31, 2026.
Reuters, “U.S.-Iran Talks Conclude in Doha, Focused on Strait of Hormuz,” July 1, 2026.
Associated Press, “Trump Threatens More Strikes on Iran as Tensions Persist Across the Middle East,” August 1, 2026.
Reuters, “IAEA Calls on Iran to Re-engage as West Pressures It with Resolution,” June 8, 2026.
Reuters, “U.S.-Iran Talks Make Encouraging Progress but Tension Remains,” June 22, 2026.
Reuters, “Trump Says U.S. and Tehran Having ‘Good Talks’ as Drones Hit Iran’s Neighbours,” July 27, 2026.
Reuters, “New Lebanon-Israel Talks Begin in Shadow of U.S.-Iran Deal,” June 23, 2026.
Reuters, “New Lebanon-Israel Talks Begin in Shadow of U.S.-Iran Deal,” June 23, 2026.
Reuters, “After Hormuz, Iran Turns to Red Sea Gateway as New Pressure Point,” July 14, 2026.
Reuters, “Oil Prices Settle at Lowest in Over a Week as U.S. Pauses Attacks on Iran,” July 26, 2026.
Reuters, “Oil Prices Settle at Lowest in More Than a Week as Markets Weigh Middle East Risks,” July 26, 2026.
Reuters, “OPEC+ Reviews Market Conditions Ahead of August Production Decisions,” July 2026.
U.S. Energy Information Administration, The Strait of Hormuz Is the World’s Most Important Oil Transit Chokepoint; International Energy Agency, Oil Market Report (2026).
United Nations Office for the Coordination of Humanitarian Affairs (OCHA), Occupied Palestinian Territory Situation Reports, July–August 2026; United Nations Development Programme (UNDP), regional recovery updates.

SELECTED REFERENCES
PRIMARY SOURCES

Government of Israel. Prime Minister’s Office. Official statements and press releases relating to Gaza policy and national security. July–August 2026.
International Atomic Energy Agency. Statements and reports concerning safeguards, inspections, and Iran’s nuclear program. 2026.
United Nations Charter. San Francisco, June 26, 1945.
United Nations Office for the Coordination of Humanitarian Affairs (OCHA). Occupied Palestinian Territory Situation Reports. July–August 2026.
United States Department of State. Daily Press Briefings and official statements on Middle East diplomacy. July–August 2026.
S. Energy Information Administration. The Strait of Hormuz Is the World’s Most Important Oil Transit Chokepoint.

 
INTERNATIONAL ORGANIZATIONS

International Crisis Group. Middle East Briefings. 2026.
International Energy Agency. Oil Market Report. 2026.
United Nations Development Programme. Regional recovery and reconstruction reports.
World Bank, European Union, and United Nations. Interim Damage Assessment for Gaza and subsequent reconstruction updates.

 
BOOKS AND REFERENCE WORKS

Dobbins, James, et al. The UN’s Role in Nation-Building: From the Congo to Iraq. Santa Monica, CA: RAND Corporation, 2005.
Paris, Roland. At War’s End: Building Peace After Civil Conflict. Cambridge: Cambridge University Press, 2004.
RAND Corporation. The Beginner’s Guide to Nation-Building. Santa Monica, CA: RAND Corporation, 2007.

 
NEWS SERVICES

Associated Press. Middle East coverage, July–August 2026.
BBC News. Middle East coverage, July–August 2026.
Middle East, energy, maritime security, and diplomatic reporting, July–August 2026.
The Guardian. Coverage of Gaza, Iran, Lebanon, and regional diplomacy, July–August 2026.

 
 
 

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