top of page

By:

Rajiv Shah

22 September 2025 at 8:32:23 pm

New Alliances, New Pressures, New Fault Lines

To its west, old relationships in the Gulf are acquiring new strategic and military dimensions. Across the Atlantic, Washington is increasingly using tariffs as an instrument of foreign policy. At the same time, India holds the BRICS presidency in 2026 and prepares to host its summit when the grouping is being watched in the West as a potential challenge to the American-dominated global financial order. Individually, these developments may appear unrelated. Put together, they reveal a larger...

New Alliances, New Pressures, New Fault Lines

To its west, old relationships in the Gulf are acquiring new strategic and military dimensions. Across the Atlantic, Washington is increasingly using tariffs as an instrument of foreign policy. At the same time, India holds the BRICS presidency in 2026 and prepares to host its summit when the grouping is being watched in the West as a potential challenge to the American-dominated global financial order. Individually, these developments may appear unrelated. Put together, they reveal a larger geopolitical churn in which alliances, energy, trade, currencies and economic coercion are becoming interconnected. India finds itself almost at its centre. The emerging Saudi Arabia–Türkiye–Pakistan security equation deserves particular attention. Saudi Arabia brings enormous financial and energy influence; Türkiye possesses considerable military strength, NATO experience and an expanding defence industry; Pakistan brings a large military establishment and nuclear capability with the open support of Washington. Any arrangement containing a collective-defence commitment naturally acquires significance beyond ordinary diplomatic cooperation. Alongside it, another strategic convergence has gradually developed among India, Israel and the UAE. It would be incorrect to describe this as a formal military alliance. Yet geopolitics does not operate through defence treaties alone. India's extensive defence and technology relationship with Israel, its rapidly expanding economic and strategic partnership with the UAE, and the UAE-Israel relationship following the Abraham Accords have created considerable common ground. I2U2—bringing together India, Israel, the UAE and the United States—added another institutional dimension. Thus, without necessarily becoming opposing military camps, two interesting strategic formations are visible across West Asia: Saudi Arabia–Türkiye–Pakistan and the looser India–UAE–Israel convergence. Balancing Challenge India faces a similar balancing challenge. The Gulf is not a distant geopolitical theatre for New Delhi. Nearly nine million Indians live and work there. India's energy security, investments, trade and remittance flows are closely connected with the region. The proposed India-Middle East-Europe Economic Corridor also requires relative stability across this geography. Polarisation in West Asia can therefore rapidly become an Indian economic and strategic problem. There is another question Indian planners cannot ignore. If a future India-Pakistan confrontation escalates, how would any collective-defence commitment involving Pakistan be interpreted by Saudi Arabia and Türkiye? It would be alarmist to assume that either country would automatically enter a conflict against India. Saudi Arabia, in particular, has substantial economic and strategic interests in maintaining good relations with New Delhi. Nevertheless, defence planners are paid to examine possibilities before they become crises. While these equations develop in India's neighbourhood, economic pressure is emerging from Washington. The US Senate has voted 86–11 for legislation intended to increase pressure on Russia by targeting major purchasers of Russian energy. The measure could authorise tariffs reaching 100 per cent against goods from countries continuing large-scale purchases of Russian oil and gas, with India among those potentially exposed. China is powerful enough to shrug off similar challenges from the West." However this does not mean that America has already imposed a 100 per cent tariff on India. Further legislative steps remain necessary, and presidential waiver provisions are important. But the overwhelming Senate vote carries a political message that New Delhi cannot dismiss. Tariffs are no longer merely tools of trade protection; they have become instruments of geopolitical coercion. Washington's argument is understandable: revenues from Russian petroleum help sustain Moscow's economy during the Ukraine war, and reducing those revenues increases pressure on Russia. But in that case what about European countries who too were/are customers of Russian oil? India's question is equally legitimate: who should determine where India purchases the energy required by more than 1.4 billion people? If Russian crude remains commercially advantageous and helps contain domestic energy costs, New Delhi cannot reasonably be expected to make every energy decision according to another country's geopolitical priorities. Strategic partnership cannot become strategic obedience. This is where BRICS enters the larger picture. India holds the BRICS presidency in 2026 and will host its leaders at an unusually sensitive moment. BRICS is no longer merely the original grouping of Brazil, Russia, India, China and South Africa. Its expansion has considerably increased its demographic, energy and geopolitical weight. More importantly, discussions around BRICS increasingly touch a sensitive nerve in Washington: alternative payment mechanisms, local-currency trade, development finance and the possibility of gradually reducing dependence upon the dollar-dominated international financial system. The BRICS Summit this time is poised to take some decisive steps which may affect western interests especially US. (The writer is an advocate, legal, geopolitical and public policy analyst. Views personal.)

A Concert Without Europe: How the Riyadh Talks Reflect Failure of Washington’s post-Cold War Foreign Policy

Updated: Feb 20, 2025

Though controversial, Donald Trump’s Ukraine policy starkly contrasts with Washington’s yesteryears push for NATO expansion as an unquestioned imperative.

Donald Trump

In his latest book ‘Hubris: The American Origins of Russia’s War against Ukraine,’ historian and foreign policy expert Jonathan Haslam offers a typically fascinating dissection of how the United States and its European allies laid the ground for the war in Ukraine, painting a damning picture of American foreign policy since the fall of the Soviet Union.


The book lays bare how, through a combination of miscalculations and hubris, American leaders helped set the stage for Russia’s full-scale invasion of Ukraine in 2022.


In a splendidly apposite observation, Haslam notes that the elite in Washington had “abjured the spirit” of Lord Castlereagh in 1815, when the British statesman had included a defeated, post - Napoleonic France within the ‘Concert of Europe.’


Today, in Riyadh, as American and Russian diplomats are meeting in what is touted as the first real step toward ending the three-year Russo-Ukrainian war, the most striking aspect of these talks is that neither Ukraine nor the European Union has been invited.


The images from Riyadh of Marco Rubio, U.S. President Donald Trump’s secretary of state, shaking hands with Russian Foreign Minister Sergei Lavrov under Saudi chandeliers have set off alarm bells in Kyiv, Paris and Berlin. Ukraine’s president, Volodymyr Zelensky, was left to fume that his country was being pushed to the margins of its own war. European leaders, meanwhile, met in emergency session in Paris only to conclude that for all their rhetorical resolve, their voices carried little weight.


The Riyadh negotiations highlight a shift in global power dynamics that many in Europe have been reluctant to acknowledge. For decades, Western European capitals assumed that American commitment to European security was unshakable. Even after Trump’s erratic first term, wherein he called NATO “obsolete,” European leaders largely reassured themselves that Washington’s support was institutional rather than personal. That illusion has now been shattered.


Would this have happened had America (and NATO) resisted triumphalist impulses at the end of the Cold War and instead engaged more with Russia?


Trump’s approach to the Ukraine war reflects a form of pragmatic realism that contrasts sharply with Washington’s post-Cold War triumphalism. While his exclusion of Ukraine and European allies from peace talks is being widely criticized, his willingness to directly engage Russia sans the ideological baggage of past administrations marks a departure from the unrelenting expansionism of U.S. foreign policy since the early 1990s.


Unlike his predecessors, Trump's approach to foreign policy (with his ‘transactional’ mindset) has been less about enforcing a liberal international order than bringing Russia to the negotiating table.


By exploring negotiations, even in this controversial manner, Trump’s approach acknowledges the limitations of Western military support and the potential exhaustion of U.S. political will for a protracted conflict.


In contrast to the late Biden administration, which strictly adhered to a pro-Ukraine stance, Trump implicitly recognizes that Russia’s concerns over NATO’s eastward expansion cannot be ignored. While many view his comments as ‘appeasement,’ they do reflect a willingness to understand the roots of the conflict rather than treating Putin’s aggression as purely irrational.


The Riyadh talks thus acknowledge that a security arrangement with Russia, rather than a purely military solution, is long overdue.


Successive U.S. administrations have failed to resist the temptation to expand NATO after the Cold War, despite repeated warnings from realists like iconic Cold Warriors George F. Kennan and Henry Kissinger.


Kennan, one of the wisest of the ‘wise men’ of the Cold War, had, in a 1992 opinion piece in the New York Times, witheringly written that the “suggestion that any American administration had the power to influence decisively the course of a tremendous domestic-political upheaval in another great country on another side of the globe is intrinsically silly and childish. No great country has that sort of influence on the internal developments of any other one.”


After the Soviet Union’s collapse, Washington, with its Fukuyaman ‘end of history’ mentality operated under the assumption that liberal democracy had triumphed and that Russia could be permanently sidelined. This triumphalist approach ignored Russian national interests and assumed that expanding NATO eastward would have no consequences.


In the 1990s, Western leaders, including U.S. Secretary of State James Baker, had assured Russia that NATO would not expand “one inch eastward” beyond a reunified Germany. However, this promise was abandoned under Bill Clinton’s presidency with Poland, Hungary and the Czech Republic joining NATO in 1999.


As Haslam points out, unlike the aftermath of the Napoleonic Wars, when Britain’s Lord Castlereagh ensured that post-Napoleonic France was integrated into the Concert of Europe in 1815, the U.S. failed to offer Russia a meaningful role in the European security order.


At the Bucharest Summit in 2008, the U.S. and its allies declared that Ukraine and Georgia would become NATO members - a move that was seen as a direct provocation by Russia. This declaration, made without a clear pathway for Ukrainian security, only heightened tensions and contributed to Russia’s later interventions in Georgia (2008) and Ukraine (2014, 2022).


Putin has frequently argued that Russia’s objections to NATO expansion are not about imperial ambition but about security concerns. His concerns, whether justified or not, should not have been dismissed outright by the West.


That said, the history of modern diplomacy is littered with superficial parallels to the Riyadh talks where the fate of smaller nations has been decided without their consent. The 1945 Yalta Conference comes immediately to mind, when the ‘Big Three’ - Churchill, Roosevelt and particularly Stalin - carved up post-war Europe. The Munich Crisis of 1938 saw Czechoslovakia being practically handed over to ‘appease’ Hitler without a single Czech representative being present.


That said, it is facile to compare Yalta with Riyadh for Trump has consistently downplayed the significance of Ukraine in U.S. foreign policy unlike Churchill, who agonized over losing Poland to Stalin before ultimately conceding it to the Soviets.


Trump does not view Ukraine as a core U.S. interest and has openly questioned the necessity of supporting Kyiv. Whereas Churchill fought to uphold Western alliances, Trump has repeatedly criticized NATO and suggested that the U.S. should not be responsible for European security.


Trump has openly blamed Zelensky for failing to strike a deal with Russia earlier in the war as if Putin’s full-scale invasion were a negotiation failure rather than an act of aggression. In Riyadh, the Russian delegation, led by Lavrov, was characteristically blunt: Ukraine would not regain all of its occupied territories, and NATO membership for Ukraine was off the table.


For Zelensky, the Riyadh talks are a humiliating reminder that, for all the sacrifices Ukraine has made, it is still a pawn on a larger geopolitical chessboard. Nearly 200,000 Ukrainian soldiers have died since the war began, and the country’s economy has shrunk by nearly a third. The idea that a peace deal could be reached without Ukrainian input is an affront not only to national pride but the very principles of sovereignty and self-determination.


Ukraine’s quest for independence has been long and fraught. The present situation is a grim reminder (if it at all needed reminding) of its history as a pawn in larger geopolitical struggles.


In his book ‘Lost Kingdom,’ historian Serhii Plokhy says that “the question of where Russia begins, ends, and who constitutes the Russian people has preoccupied Russian thinkers for centuries.” It is an observation that Vladimir Putin has weaponized in his attempt to justify the war in Ukraine—a war whose conclusion now being debated in Riyadh with neither Ukraine nor Europe at the table. A war that probably needn’t have occurred had Washington and NATO followed a Castlereagh-like approach after 1991.

1 Comment


Srinivasan S
Srinivasan S
Mar 03, 2025

The article has a refreshingly alternate perspective. Good references in the article make it an elegant piece - instead of a cut, copy and paste affair. Europe has been sponging the US for far too long. Time has come to call trump a Trump. He is the true face of America whether we like it or not. It will be interesting to see how things unfold on the world stage.

Like
bottom of page