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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.)

The Atlantic Drift: How Britain Lost Its Special Relationship

Updated: Mar 6, 2025

As America rethinks its global commitments, Britain and Europe face a moment of reckoning.

Atlantic Drift

For most of the 20th century, Britain was America’s closest and most reliable partner. Whether in war or peace, from the beaches of Normandy to the corridors of the United Nations, London aligned itself with Washington in global affairs. But today, as the world order shifts, Britain and the rest of Europe may no longer enjoy the unshakable security once guaranteed by its transatlantic ally. The special relationship, often romanticized, has entered an era of uncertainty.


The origins of this bond can be traced back to the Second World War. Britain, on the brink of collapse, relied heavily on American military aid and intelligence-sharing. Yet, despite Winston Churchill’s desperate appeals, the United States refrained from deploying its troops until Japan’s attack on Pearl Harbor in 1941 forced its hand. Some historians speculate that Churchill, who had knowledge of Japan’s plans, deliberately withheld intelligence from Washington to ensure American intervention. Whether by design or by circumstance, America’s entry into the war changed the course of history. It secured Britain’s survival and accelerated the decline of the British Empire, as American dominance replaced British imperial influence in the post-war order.


The Cold War cemented Britain’s position as America’s junior partner. The formation of NATO in 1949 institutionalized American security guarantees to Western Europe, and the Soviet Union’s grip over Eastern Europe formalized through the Warsaw Pact ensured Britain’s dependency on Washington’s nuclear umbrella. Churchill, back in office during the Korean War, once again played a decisive role in shaping transatlantic policy. He successfully lobbied President Truman to dismiss General Douglas MacArthur’s radical proposal to use nuclear weapons against China, reinforcing the doctrine that nuclear strikes must remain a political, not a military, decision.


Throughout the latter half of the 20th century, Britain dutifully followed America’s lead. It backed U.S. interventions in the Middle East, stood by Washington during the Cuban Missile Crisis, and contributed to NATO’s presence in Europe. Even during the Iraq War in 2003, when France and Germany opposed the invasion, Britain under Tony Blair stood shoulder to shoulder with President George W. Bush.


Yet, the foundations of this relationship have been eroding. The 2014 Russian annexation of Crimea exposed Europe’s military vulnerabilities and America’s unwillingness to escalate conflicts that did not directly threaten its homeland. When Russia launched a full-scale invasion of Ukraine in 2022, the Western response was swift in rhetoric but limited in material impact. While the U.S. imposed economic sanctions on Moscow and provided military aid to Kyiv, it fell short of committing boots on the ground. Europe, despite proclamations of support, never dared to confront Russia directly. NATO membership for Ukraine, Kyiv’s primary objective, remained elusive.


Donald Trump’s return to political prominence has further upended the transatlantic order. France, Germany, and Britain have scrambled to Washington, desperate to secure a peace deal that does not legitimize Russian aggression. Trump’s broader foreign policy pronouncements - sugegstions that Canada could become America’s 51st state, that the U.S. should purchase Greenland and that NATO allies must pay for protection or risk losing American military support - have sent shockwaves through European capitals.


For the first time in NATO’s history, European nations have responded by increasing their defense spending, meeting or even exceeding the 2.5 percent GDP target set by the alliance. Yet, without unequivocal American backing, Europe remains strategically vulnerable. The prospect of a Russian victory in Ukraine has triggered fresh anxieties in Taiwan, which fears that Beijing, emboldened by Western hesitancy, may seize the opportunity to invade. Chinese war games near Taiwan’s waters have only added to these concerns.


In this climate of uncertainty, Europe is seeking alternative security arrangements. The recent visit of a high-powered EU delegation to New Delhi marks a subtle but significant shift. Just a year ago, the EU was lecturing India on human rights violations in Manipur. Now, its focus is on building economic and strategic ties. EU Commission President Ursula von der Leyen’s conspicuously personal reference to Indian Prime Minister Narendra Modi as “Mr. Narendra” signals a recalibration in Europe’s diplomatic approach. Faced with the possibility of an unpredictable or even absent America, Europe is hedging its bets.


For Britain, this realignment poses a particularly stark dilemma. Brexit was supposed to restore Britain’s sovereignty and global influence, yet it has left the country more isolated than ever. Once the bridge between Washington and Brussels, Britain now risks being sidelined in both camps. Its reliance on American security guarantees, once taken for granted, is now in question.


Much hinges on the shape that a Russia-Ukraine peace deal ultimately takes. For now, the European Union appears inclined to bide its time, wary of making any decisive moves that might backfire in an increasingly uncertain geopolitical landscape. Their ‘strategy’ (if it can be called that) is one of cautious inertia. Until then, the prospect of any radical realignment remains not so much abandoned as deferred, a problem for another day.


Britain, however, cannot afford to wait. It must redefine its global role in an era where American guarantees are no longer sacrosanct. Whether through bolstering its independent defense capabilities, strengthening security ties with the EU or forging new partnerships in the Indo-Pacific, Britain must navigate its own path. The days of blindly following America are over. The Atlantic, once a bridge, is slowly becoming a divide.

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