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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 Veto That Shakes NATO

France’s surprise veto with Russia and China exposes a fraying Western consensus, raising awkward questions about NATO’s future.

For seven decades, the choreography of great-power diplomacy has been comfortingly predictable: when push came to shove at the United Nations, France stood with the United States and United Kingdom, balancing the habitual dissent of Russia and China. That symmetry has now been disrupted. In a jarring diplomatic turn, France recently joined Russia and China to veto an American-backed resolution on tensions in the Strait of Hormuz - the first such alignment in over two decades. While the immediate casualty was the resolution itself, the deeper damage may be to the idea of a coherent West.


The resolution, tabled by Bahrain and backed by Washington and London, sought to censure Iran for its role in disrupting traffic through one of the world’s most vital oil arteries. Roughly a fifth of global petroleum passes through the narrow strait; any blockade is, by definition, a global problem. American and British diplomats argued that Iran’s actions demanded a firm, formal response from the Security Council. Few expected Moscow and Beijing – Iran’s global allies - to oblige. But fewer still expected Paris to demur.


Surprise Decision

Yet demur it did. By casting its veto alongside Russia and China, France ensured the proposal’s emphatic defeat, granting Iran valuable diplomatic breathing room at a moment of acute regional strain. The symbolism was as potent as the substance. The familiar 3–2 split within the Security Council’s permanent members had inverted, if only for a vote. For Washington, it was a stinging rebuke.


Why did France break ranks? Part of the answer lies in the increasingly prickly relationship between the White House and the Élysée. Public barbs by Donald Trump aimed at Emmanuel Macron have not helped. Nor has Washington’s habit, as seen in this crisis, of consulting allies late or selectively. French officials have privately bristled at American obstreperousness. Paris, long jealous of its strategic autonomy, appears to have decided that assent was no longer automatic.


There is also a substantive disagreement about ends as well as means. France has leaned towards de-escalation in the Gulf, wary of steps that might entrench confrontation or tip the region into a wider war. It has resisted American pressure for a more muscular European military role against Iran. Voting against the resolution allowed Paris to signal that its priority is lowering the temperature, even if that meant an awkward alignment with powers whose broader aims it does not share.


Complicating matters further is France’s increasingly uneasy relationship with Israel. Recent French restrictions on airspace for flights suspected of carrying military supplies to Israel, coupled with pointed criticism over human-rights concerns, have cooled ties. Israel’s response in suspending some defence contracts has added a commercial edge to the dispute. The result is a subtle but real distancing from the informal American-Israeli axis in the region, and a greater willingness in Paris to explore alternative diplomatic postures.


Furthermore, French trade flows depend heavily on secure passage through the Strait of Hormuz. Reports that a French-owned container vessel was recently granted safe transit by Iranian authorities hint at a quiet understanding. For any trading nation, stability in chokepoints matters more than rhetorical alignment in council chambers.


NATO Cohesion

The episode dents American influence in the Middle East by showing that even close allies may defect on high-stakes votes. More broadly, it sharpens questions about the cohesion of NATO at a moment when its largest member is already sending mixed signals. Trump has periodically threatened to reassess America’s commitments to the alliance, railing against what he sees as insufficient European burden-sharing. A formal withdrawal remains legally and politically fraught. But a ‘soft decoupling’ would have similar effects over time.


European governments are taking note. The prospect of an unreliable security guarantor has revived talk of a more autonomous European defence capability which is NATO-like in function, but less dependent on Washington. Such ambitions have surfaced before, only to be stymied by cost, politics and duplication. This time may be different. Russia’s assertiveness, China’s global reach and America’s mercurial posture together make a stronger case for hedging.


None of this implies an imminent rupture. Transatlantic ties remain dense and in many domains, indispensable. Nor does France’s vote herald a durable Franco-Russian-Chinese bloc; their interests diverge too widely for that. What it does suggest is a world in which middle powers assert their preferences more openly, even at the expense of alliance neatness.


The episode also carries a warning about process. Allies who feel sidelined are more likely to freelance. Had France been more closely consulted or more convinced by the strategy it might have chosen differently.


In the end, the veto is best read as a reassertion of interests. France sought de-escalation, protected its commercial lifelines and signalled displeasure with American unilateralism in one stroke. That it did so alongside Russia and China is less important than why it did so at all. The West’s unity has always rested on a mix of shared values and converging interests. When the latter diverge, the former are tested.


More than a century ago, Lord Palmerston observed that nations have no permanent friends, only permanent interests. The line is often quoted because it is often true. Paris’s veto is a contemporary illustration that alliances are not immune to the gravitational pull of self-interest. In an era of shifting power and uncertain leadership, that pull is becoming harder to resist.


(The writer is a retired naval aviation officer and a defence and geopolitical analyst. Views personal.)


1 Comment


Sir,your minute observations on international events perfectly reflects in the article.Arrogancy of America , particularly of President Donald Trump is changing international relations among the countries.Yesterday's enemy become today's friend and vice versa. NATO becoming ineffective while relevance of UNO particularly its Security Council is shading away.Every country thinks and acts according to its own interest. This is now a new order of international relations. Thanks for sending me article.

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