“If
you plant a garden and go away for six months, what have you got when
you come back? Weeds. And any good gardener knows you have to clear the
weeds out right away. Diplomacy is kind of like that.”
Those are
the words of former U.S. Secretary of State George Shultz, for whom we
both worked. Shultz’s view of U.S. diplomacy involved both striving for
dramatic breakthroughs and focusing on the routine, protean,
incremental, and sustained efforts required to make them possible.
Let’s
give the Biden administration the benefit of the doubt. Having
deprioritized the Middle East for 16 months, the weeds grew. Russia’s
invasion of Ukraine not only highlighted the key role Gulf oil producers
would play, but it also reflected the risks of allowing Russia and
China to gain influence with traditional partners the United States had
either taken for granted or, in the case of Saudi Arabia, ostracized.
So, in an effort to tend the garden and eliminate the weeds, the
diplomatic gardeners launched the president on a jam-packed, whirlwind
foray into the region to plant U.S. flags and start to repair the damage
done to the flowers and greenery.
Forget immediate deliverables.
Plants take time to grow, and they need plenty of watering. But from
our perspective, although the trip’s headlines may look
comforting—“Saudi Arabia opens airspace to Israeli flights,” “The Middle
East Air Defense alliance takes shape”—the trends appear less so. From
hydrocarbons to Iran to Israel-Palestine to checking Chinese and Russian
influence to human rights, the administration faces long odds of
success in a region marred by seemingly insurmountable challenges and
which still has real doubts about U.S. resolve and staying power.
Given
U.S. President Joe Biden’s fraught relationship with Saudi Crown Prince
Mohammed bin Salman over the assassination of Washington Post
journalist Jamal Khashoggi, it’s highly unlikely that Biden would have
visited Saudi Arabia had Russia not invaded Ukraine, disrupting global
oil supplies and causing gas prices in the United States to soar. The
administration didn’t want to make oil the fulcrum of the visit lest it
appear that the president was trading hydrocarbons for giving the crown
prince a pass on his and his country’s atrocious human rights record.
It’s just as well because any increase in Saudi oil production is
expected to be modest.
The next date that could see significant
changes (or not) on production will be Aug. 3 at an OPEC+ meeting where
prices will be set for September and beyond. Amos Hochstein, Biden’s
coordinator for international energy affairs, seems relatively confident
that the Saudis and some other producers in the Gulf Cooperation
Council will increase production gradually in the period ahead, as does
Helima Croft, the head of global commodity strategy at RBC Capital
Markets, who says she expects to see countries such as Saudi Arabia, the
United Arab Emirates, and possibly Kuwait to start “incrementally”
increasing supply.
Driven by the need for market discipline and
the advantage of keeping prices high, according to Saudi Foreign
Minister Adel al-Jubeir, the Saudis have no intention of breaking their
OPEC+ arrangement with Russia, in which the parties agreed to slowly
restore their monthly collective production at the rate of only 400,000
more barrels a day.
Riyadh is likely to husband its spare
capacity in light of an oil market that may only get tighter by year’s
end. And on lowering gas prices, which for the time being are declining
because of China’s slowing economy, it’s unclear what kind of impact a
modest Saudi increase would have. So, when it comes to expecting any
dramatic Saudi effort to ramp up production as a nod to Biden, color us
very, very skeptical.
Oil may have been the catalyst for Biden’s
Middle East visit, but the administration’s desire to cast it in terms
of great-power competition and the need to counter Russia’s and China’s
growing influence in the region wasn’t far behind.
“We will not
walk away and leave a vacuum to be filled by China, Russia, or Iran
[and] will seek to build on this moment with active, principled American
leadership,” Biden said during a meeting with Middle Eastern leaders in
Saudi Arabia.
Given the president’s strong view that the 21st
century will be a struggle between democracies and autocracies, it would
only seem natural that Washington would want to shore up relations with
important countries that might matter in what may well turn out to be a
long-running Cold War 2.0.
But trying to turn the contest into a
zero-sum game just won’t work with many U.S. allies and partners in the
region. Not only are Saudi Arabia and the UAE, to name only two, ruled
by authoritarians themselves (more on this below), but they have also
proved to be hedgers—unwilling to choose the United States over Russia.
It’s not just their unhappiness with U.S. retrenchment from the region;
they also want to balance their ties among Washington and Beijing and
Moscow because it makes sense for their long-term interests.
Saudi
Arabia sees real benefit in maintaining its oil relationship with
Russia in OPEC+. Indeed, through the second quarter of this year, Riyadh
doubled its imports of Russian crude for domestic use and then exported
its own oil at higher prices, effectively helping to bankroll Russian
President Vladimir Putin’s war effort. The Saudis see the United States
as a competitor, not a collaborator, in the global oil market. Nor are
they alone in wanting to maintain ties with Russia and China. A Saudi
company recently signed an agreement with a Chinese state-owned defense
company to build military drones in Saudi Arabia, and the UAE is
purchasing drones and perhaps even fixed-wing aircraft missiles from
Beijing as well.
Even Israel is hedging its bets a bit, including
by distancing itself from robust criticism of Russia’s activities in
Ukraine and bringing Chinese investment into Haifa Port. The latter is a
national security issue for both Israel and the United States: China
could pose a significant counterintelligence threat to Israel if given
access to a commercial port next to an Israeli naval base, and China’s
presence in Haifa could lead the United States to cease port calls
there, including for maintenance of the 6th Fleet.
The United
States will remain the Gulf states’ primary security partner—but not at
the expense of abandoning cooperation with Russia and China. It’s
instructive that none of the joint statements during Biden’s trip
singled out China for criticism or Russia for its brutal invasion of
Ukraine. On getting the Gulf states to play the cold war game and choose
the U.S. side, consider us unconvinced.
Biden raised the issue
of human rights both publicly and in private meetings with Saudi
leaders, where he brought up Khashoggi’s assassination. But in essence,
Biden’s trip to Saudi Arabia and the fist bump that went viral around
the world represented Washington’s closing of the Khashoggi file.
Almost
four years after the Washington Post columnist was lured by the Saudi
government on orders from Mohammed bin Salman into the Saudi Consulate
in Istanbul, where he was killed and dismembered, there is still no
accounting or accountability for the crown prince’s personal role. In
short, Mohammed bin Salman got away with murder, and his leadership has
now been legitimized by a U.S. president who genuinely does believe in
asserting U.S. values.
But it’s not just Mohammed bin Salman’s
role in the killing of Khashoggi. The Saudi regime brooks no opposition
and engages in a widespread campaign to criminalize any dissent and
detain, imprison, and torture anyone who speaks out against the regime.
According to Freedom House, the government has also pursued a campaign
of transnational repression to harass and intimidate dissidents in at
least 14 countries.
As far as we know, none of these issues was
raised in Biden’s meetings, nor was there any expectation or pressure
put on the Saudis to change. Indeed, Jubeir went to great lengths in a
recent interview to downplay Biden’s holding the crown prince
responsible for the Khashoggi killing and pushed back against criticism
of the Saudi government’s human rights record, declaring, “What you may
call a dissident, we may call a terrorist.”
The contrast between
the Biden administration’s defense of human rights, democracy, and
freedom against Russian aggression in Ukraine on the one hand and then
meeting with Arab authoritarian leaders on the other without any serious
discussion of the need for political reform and respect for basic
rights was all too clear. We judge that the Biden administration not
only failed on this issue but also left the region with the president’s
status and credibility diminished.
In fairness to the Biden
administration, making significant progress on the Iranian nuclear issue
would have been a heavy lift under any circumstances. Simply put, the
answer to the Iranian nuclear issue isn’t in Jerusalem or Jeddah but in
Tehran—and right now Iran isn’t interested in cutting a deal that
Washington can accept. Thus, the emphasis of the trip was on shaping an
environment that might pressure Tehran to make a decision and to shore
up alliances if it doesn’t.
In the Jerusalem Declaration
(formally the Jerusalem U.S.-Israel Strategic Partnership Joint
Declaration), which Biden signed during his meeting with Israeli Prime
Minister Yair Lapid, the United States and Israel committed “never to
allow Iran to acquire a nuclear weapon.” Pressed later on whether the
United States would use force if necessary to stop Iran’s nuclear
program, Biden affirmed that force would be a “last resort.”
While
the toughness and determination on Iran played well in Israel and in
some Arab quarters, they also likely raised the temperature and thus the
concerns among many Gulf Arabs that military action against Iran
actually could occur—and if it did, they would be the most exposed. Many
of these Gulf states have important relations with Iran—especially
Kuwait, Qatar, the UAE, and Oman—and even the Saudis have been in
discussion with Tehran on issues of mutual concern.
None of these
countries wants to be the tip of the U.S.—let alone Israeli—spear in a
war with Iran. This was reflected in the statement following the summit
involving the United States and nine Arab countries: There was
determination to provide security in the region but also a focus on
diplomacy to deal with the Iranian nuclear program.
The unspoken
but sad reality, however, is that U.S. policy on Iran is caught between
reentering the Iran nuclear deal and a conflict Washington truly wants
to avoid. Biden’s trip did little to resolve this conundrum.
Biden’s
visit left the Israelis joyous and the Palestinians morose, an outcome
scripted in advance by a U.S. administration that has hung a “closed for
the duration” sign on its peace process policy. In the meaty,
15-paragraph Jerusalem Declaration, the United States and Israel
reaffirmed a long list of strategic cooperation agreements already on
the books; added some unusual new language (for example, the shared
value of “tikkun olam,” or repairing the world); promised to expand
relations between Israel and Arab states; announced the opening of Saudi
airspace to Israeli commercial aircraft; and devoted considerable
attention to the possibility of a new regional security alignment.
Curiously,
though perhaps inevitably, the Israel-Palestine issue received short
shrift, focused mainly on the economy and institution-building.
Significantly, only Biden committed to support a two-state solution and
to work with Israel and others toward that goal. Clearly, the drafters
of the Jerusalem Declaration could not reach agreement on this
long-standing core objective of peace negotiations.
Biden’s
interactions with Palestinians were largely determined by what he did
not accomplish with the Israelis. Despite his commitment to reopen the
independent U.S. Consulate in Jerusalem—which, before then-President
Donald Trump closed it in 2018, functioned as a de facto U.S. embassy to
the Palestinians—it is unclear whether Biden addressed it at all.
Israeli
settlement activity, paused during the visit, also did not figure in
Biden’s public remarks. Indeed, there is a pending settlement
decision—whether Israel will be allowed to build in E-1, an area between
Jerusalem and the settlement of Maale Adumim, which would almost cut
the West Bank in half—that the Israeli authorities conveniently
postponed until September, long after Biden’s departure.
Palestinians
were also deeply disappointed that Biden failed to discuss publicly any
responsibility or accountability on the part of Israel for the killing
of Al Jazeera journalist Shireen Abu Akleh.
The Palestinians did
receive new pledges of U.S. funding—$100 million for Palestinian
hospitals in East Jerusalem—and Biden declined repeated Israeli
government requests to accompany him when he visited the East Jerusalem
sites. But there was no joint U.S.-Palestinian statement, and nothing
could mask the disappointment—indeed, anger—of the Palestinian
leadership.
In sum, the peace process does not interest Biden or
the Israeli government, and the Palestinians have no strategy to deal
with a new regional alignment of Israel and Gulf Arab states that leaves
them out in the cold. As was clear last May during the confrontation
between Israel and Hamas, Washington will get involved only when it
must.
As admirers of Shultz and longtime veterans of U.S.
diplomacy, we agree that the Middle East garden needed tending.
Engagement makes sense if it is creative, consistent, realistic, and
based on reciprocity. The United States can give to its allies and
partners, but it must get something in return. On this trip, there was a
lot of Biden giving but not getting much back. And the tough
issues—Israel-Palestine, human rights, Russia in Ukraine—were downplayed
or essentially ignored.
Israel and the Gulf Arab states may
sense that the Biden administration may be short-termers in the White
House and that the Democratic Party’s majority in Congress could end as a
result of the U.S. midterm elections in November. Was this trip a
strategic reset that presages more intense U.S. involvement or an
immediate and time-limited response to the exigencies created by
Russia’s invasion of Ukraine, domestic U.S. economic challenges, and an
uncertain path forward with Iran?
With all due respect to the
gardeners, our view is the latter. Preoccupied with domestic challenges
that elude consensus even within his own party, Biden pivoted for a few
days to focus on Russia and China in this troubled region. Biden
maintains that he’s not walking away from the Middle East and that the
United States is back. The question after this trip is: for how long?