Abraham Accords 6 min read

Hormuz Tensions Rise: Impact on Abraham Accords & Regional Stability

Abraham Accords: A fragile framework for regional recalibration, now tested by escalating geopolitical risks.

The Abraham Accords, brokered in 2020, represent a series of historic normalisation agreements between Israel and several Arab nations – initially the United Arab Emirates and Bahrain, later joined by Morocco and Sudan. These agreements, facilitated by the US under the Trump administration, moved beyond decades of Arab hostility towards Israel, primarily predicated on a resolution to the Israeli-Palestinian conflict. While not resolving that core issue, the Accords opened avenues for diplomatic, economic, and security cooperation, signalling a potential, albeit partial, recalibration of regional alliances. Today, the agreements remain in place, although full normalisation has stalled with Sudan’s involvement significantly weakened by the ongoing civil war. The strength of the Accords, particularly the UAE and Bahrain’s ties with Israel, is now being further tested by wider regional instability, most notably escalating tensions surrounding the Strait of Hormuz.

Progress Made: Deepening Ties Despite Headwinds

Despite the political complexities and ongoing Israeli-Palestinian conflict, considerable progress has been made in the bilateral relationships spawned by the Abraham Accords. Trade between Israel and the UAE and Bahrain has flourished, reaching billions of dollars annually. Focus areas include technology, tourism, renewable energy, and food security. Israel has become a popular tourist destination for citizens of the Gulf states, and vice-versa, while business-to-business connections are strengthening. Security cooperation, particularly intelligence sharing, has also deepened, largely focusing on the perceived threat from Iran.

Bahrain and Israel have established full diplomatic relations, including exchanging ambassadors. While significantly smaller scale than the UAE partnership, Bahrain has explored joint training exercises with Israel and has benefited from Israeli technological expertise. Morocco’s normalisation, formalised with a reciprocal agreement encompassing defence cooperation and economic ties, initially promised significant economic benefits, particularly in tourism. However, the political climate in Morocco has cooled somewhat since the initial fanfare.

Furthermore, discussions regarding a wider regional architecture – often dubbed ‘Regional Integration’ – continue, albeit at a slower pace. These discussions, strongly championed by the US, tentatively involve Israel, the UAE, Bahrain, Egypt, and Jordan, and centre on establishing a collaborative framework to address shared challenges like water security, energy infrastructure and regional defence. The idea is a security network potentially countering Iranian influence, but its operationalisation remains distant. Despite intermittent setbacks, the foundational commitments of the Abraham Accords – diplomatic recognition and a willingness to engage – remain largely intact.

Challenges: Obstacles to Broader Integration

The path to full regional normalisation remains fraught with challenges. The Israeli-Palestinian conflict continues to be a major roadblock. While the Accords were not predicated on Palestinian statehood, the lack of progress on this front fuels resentment and criticism across the Arab world, providing ammunition for those opposing further normalisation. Public opinion in many Arab states remains broadly critical of Israel, limiting the scope for broader, more visible engagement.

Moreover, the political landscape within the signatory nations themselves is shifting. The war in Sudan has effectively derailed its path towards full normalisation, with the country engulfed in internal conflict. Morocco’s relationship, influenced by its historical ties to the Palestinian cause, has experienced periods of strain, especially following escalations in Israel-Palestine violence.

The increasing instability in the Red Sea, driven by Houthi attacks on shipping, and the aforementioned rising tensions around the Strait of Hormuz, represent a significant new set of challenges. These events divert attention and resources away from normalisation efforts, and create a climate of uncertainty. Concerns over escalating US-Iran conflict, and the potential for a wider regional war, complicate diplomatic initiatives. The involvement of proxy groups, and the risk of miscalculation, further exacerbate these anxieties. The growing economic struggles of several Arab nations, particularly Jordan and Egypt, also limit their capacity for deeper security and economic partnerships.

Israel-Iran Dimension: The Core of Regional Anxiety

The Abraham Accords were, in part, predicated on a shared perception of threat emanating from Iran. Israel views Iran as an existential threat, citing its nuclear programme and support for regional proxies. The UAE and Bahrain share these concerns, particularly regarding Iran’s ballistic missile capabilities and its activities in Yemen, Syria, and Lebanon.

The Strait of Hormuz is central to this equation. It is the world’s most important oil transit chokepoint, and Iran controls significant naval assets in the region. Any disruption to oil flows through the Strait, whether stemming from Iranian actions, retaliation for sanctions, or escalation with the US Navy, would have profound global economic consequences. Increased Iranian naval activity and harassment of commercial vessels are viewed by Israel and its new partners as clear indicators of aggressive intent, reaffirming their need for stronger regional alliances.

The United States’ efforts to contain Iran’s nuclear ambitions, including the enforcement of sanctions and the bolstering of regional security partnerships, are intricately linked to the success of the Abraham Accords. A collapse in nuclear talks, or a perceived weakening of American resolve against Iran, could embolden Tehran and undermine the rationale for the Accords. Conversely, any military confrontation between the US and Iran would dramatically escalate regional tensions and potentially unravel the fragile progress made towards normalisation.

Path Forward: Pragmatism and Managed Expectations

The immediate future of the Abraham Accords appears to hinge on managing the escalating tensions in the Strait of Hormuz and preventing a wider regional conflict. A return to diplomacy regarding Iran’s nuclear program, even indirectly through intermediaries, is crucial. The US, working with regional partners, needs to de-escalate tensions through diplomatic channels and reinforced naval presence—but avoiding provocation.

The focus for advocates of normalisation must shift towards consolidating existing bilateral ties and demonstrating tangible benefits to all parties. Emphasising joint economic projects, particularly in areas like renewable energy and climate change, can help build popular support and reinforce the Accords’ long-term viability.

A breakthrough in Israeli-Palestinian relations remains unlikely in the short term. However, confidence-building measures, such as easing restrictions on Palestinian movement and economic activity, could mitigate criticism and create a more conducive environment for broadening the Accords. Ultimately, the path forward requires pragmatism and managed expectations. Full regional normalisation is a long-term goal that will require sustained diplomatic effort, economic investment, and above all, a commitment to de-escalation and dialogue.

Source: This report is based on analysis of publicly available information and open-source intelligence concerning the geopolitical situation in the Middle East, particularly regarding the Strait of Hormuz and its impact on regional stability. It is informed by the context of the Abraham Accords and the evolving dynamics of Israel’s relations with Arab states. No direct quotes or data were drawn from a single specific source file titled “The Strait of Hormuz: a primer on the world’s oil chokepoint”, as no source text was provided. The report is a synthesis of generally understood knowledge.

About the Author

Noa Friedman

Israeli security analyst on defence cooperation and deterrence.

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