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Should India and the Gulf elevate their relationship to a strategic one?

08 May 2026
2 min

Gulf Geopolitical Dynamics and India's Strategic Role

The Gulf region has long adhered to a strategic formula that hinges on buying security from the United States, selling oil globally, and maintaining diverse international relationships. This approach has yielded prosperity but also exposed contradictions, particularly during crises in West Asia. The Gulf remains reliant on American security, threatened by Iran, wary of Israel, courted by China, and in search of a dependable partner.

Historical Context

  • Post-1960s, the United States filled the security vacuum left by the UK's withdrawal.
  • US security presence intensified post-Iranian Revolution and regional conflicts.
  • Shift towards strategic autonomy with Gulf nations exploring independence from US dependency.

Strategic Shifts

  • Saudi Arabia's outreach to Iran and UAE's engagement with China highlight attempts for autonomy.
  • Beijing-brokered Saudi-Iran rapprochement in 2023 failed, emphasizing regional instability.
  • US security policies in the Gulf are contingent on domestic politics and global priorities.

China and Türkiye's Roles

  • China focuses on energy flows and market access, with significant ties to Iran through the BRI.
  • Türkiye's ambitions and divided support render it an unreliable ally in the region.

India's Unique Position

India's relationship with West Asia is distinct, grounded in historical ties and significant demographic connections.

  • India has deep civilisational ties, with over 9.5 million Indians residing in the Gulf.
  • The GCC is India's largest trading bloc, crucial for both trade and energy imports.
  • India lacks territorial ambitions or a history of proxy conflicts in the region.

Potential for Strategic Partnership

  • India could elevate its relationship with the Gulf to a strategic level focusing on mutual interests.
  • Potential areas of collaboration include a security and maritime compact, defense industrial partnerships, and an energy-to-technology corridor.
  • Such a partnership could involve naval coordination, cybersecurity, and protection of sea lanes.
  • India's technological advancements could support Gulf security, particularly through joint ventures and innovations.

The Gulf's geopolitical challenges provide an opportunity for India to engage more deeply, fostering a mutually beneficial strategic partnership.

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Maritime Compact

An agreement or arrangement focused on the security and safety of maritime activities in a specific region. In the context of India and the Gulf, it implies cooperation on naval coordination and protection of sea lanes.

GCC

The Gulf Cooperation Council, a regional intergovernmental political and economic union comprising six Arab states of the Persian Gulf. Trade agreements with GCC are significant for India's energy and trade diversification.

BRI

Belt and Road Initiative. A global infrastructure development strategy adopted by the Chinese government to invest in more than 150 countries and international organizations. It aims to enhance connectivity and economic cooperation.

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