A tectonic shift has occurred in the U.S.-Saudi relationship. Despite significant pressure from the Obama administration to remain on the sidelines, Saudi leaders sent troops into Manama in March to defend Bahrain’s monarchy and quell the unrest that has shaken that country since February. For more than 60 years, Saudi Arabia has been bound by an unwritten bargain: oil for security. Riyadh has often protested but ultimately acquiesced to what it saw as misguided U.S. policies. But American missteps in the region since Sept. 11, an ill-conceived response to the Arab protest movements and an unconscionable refusal to hold Israel accountable for its illegal settlement building have brought this arrangement to an end. As the Saudis recalibrate the partnership, Riyadh intends to pursue a much more assertive foreign policy, at times conflicting with American interests.

The backdrop for this change are the rise of Iranian meddling in the region and the counterproductive policies that the United States has pursued here since Sept. 11. The most significant blunder may have been the invasion of Iraq, which resulted in enormous loss of life and provided Iran an opening to expand its sphere of influence. For years, Iran’s leadership has aimed to foment discord while furthering its geopolitical ambitions. Tehran has long funded Hamas and Hezbollah; recently, its scope of attempted interference has broadened to include the affairs of Arab states from Yemen to Morocco. This month the chief of staff of Iran’s armed forces, Gen. Hasan Firouzabadi, harshly criticized Riyadh over its intervention in Bahrain, claiming this act would spark massive domestic uprisings.

Such remarks are based more on wishful thinking than fact, but Iran’s efforts to destabilize its neighbors are tireless. As Riyadh fights a cold war with Tehran, Washington has shown itself in recent months to be an unwilling and unreliable partner against this threat. The emerging political reality is a Saudi-led Arab world facing off against the aggression of Iran and its non-state proxies.

Saudi Arabia will not allow the political unrest in the region to destabilize the Arab monarchies — the Gulf states, Jordan and Morocco. In Yemen, the Saudis are insisting on an orderly transition of power and a dignified exit for President Ali Abdullah Saleh (a courtesy that was not extended to Hosni Mubarak, despite the former Egyptian president’s many years as a strong U.S. ally). To facilitate this handover, Riyadh is leading a diplomatic effort under the auspices of the six-country Gulf Cooperation Council. In Iraq, the Saudi government will continue to pursue a hard-line stance against the Maliki government, which it regards as little more than an Iranian puppet. In Lebanon, Saudi Arabia will act to check the growth of Hezbollah and to ensure that this Iranian proxy does not dominate the country’s political life. Regarding the widespread upheaval in Syria, the Saudis will work to ensure that any potential transition to a post-Assad era is as peaceful and as free of Iranian meddling as possible.

Regarding Israel, Riyadh is adamant that a just settlement, based on King Abdullah’s proposed peace plan, be implemented. This includes a Palestinian state with its capital in East Jerusalem. The United States has lost all credibility on this issue; after casting the sole vote in the U.N. Security Council against censuring Israel for its illegal settlement building, it can no longer act as an objective mediator. This act was a watershed in U.S.-Saudi relations, guaranteeing that Saudi leaders will not push for further compromise from the Palestinians, despite American pressure.

Saudi Arabia remains strong and stable, lending muscle to its invigorated foreign policy. Spiritually, the kingdom plays a unique role for the world’s 1.2 billion Muslims — more than 1 billion of whom are Sunni — as the birthplace of Islam and home of the two holiest cities. Politically, its leaders enjoy broad domestic support, and a growing nationalism has knitted the historically tribal country more closely together. This is largely why widespread protests, much anticipated by Western media in March, never materialized. As the world’s sole energy superpower and the de facto central banker of the global energy markets, Riyadh is the economic powerhouse of the Middle East, representing 25 percent of the combined gross domestic product of the Arab world. The kingdom has amassed more than $550 billion in foreign reserves and is spending more than $150 billion to improve infrastructure, public education, social services and health care.

To counter the threats posed by Iran and transnational terrorist networks, the Saudi leadership is authorizing more than $100 billion of additional military spending to modernize ground forces, upgrade naval capabilities and more. The kingdom is doubling its number of high-quality combat aircraft and adding 60,000 security personnel to the Interior Ministry forces. Plans are underway to create a “Special Forces Command,” based on the U.S. model, to unify the kingdom’s various special forces if needed for rapid deployment abroad.

Saudi Arabia has the will and the means to meet its expanded global responsibilities. In some issues, such as counterterrorism and efforts to fight money laundering, the Saudis will continue to be a strong U.S. partner. In areas in which Saudi national security or strategic interests are at stake, the kingdom will pursue its own agenda. With Iran working tirelessly to dominate the region, the Muslim Brotherhood rising in Egypt and unrest on nearly every border, there is simply too much at stake for the kingdom to rely on a security policy written in Washington, which has backfired more often than not and spread instability. The special relationship may never be the same, but from this transformation a more stable and secure Middle East can be born.

The Gulf Co-operation Council could be turning itself into the club of Arab monarchies as it considers bringing Jordan and Morocco into its fold, a move that would strengthen the political and economic capacity of the two countries’ leaders to fend off any popular challenge.

In a surprise announcement late on Tuesday, the GCC, which joins six oil-producing Gulf Arab states, said it was considering a request by Morocco and Jordan to join the bloc, even though the two poorer countries have little in common with existing members.

Following a GCC summit in Riyadh, Abdullatif al-Zayani, the secretary-general, said foreign ministers would be holding talks with the two non-Gulf countries to complete the procedures required for membership. It is not yet clear if membership will be granted or in what form.

The GCC was formed in 1981 in the wake of the Iranian revolution as an alliance of oil-producing monarchies, including Saudi Arabia, Qatar, the United Arab Emirates, Bahrain, Kuwait and Oman.

Efforts at economic integration have been only partly successful, undermined by rivalries and political divisions.

As republics dominated by family rule have proved most vulnerable to popular revolts this year, however, the GCC has been asserting itself, closing ranks to protect its members from the changes sweeping the region. GCC troops were sent to Bahrain to support the ruling Sunni family, helping it crush a Shia uprising. Meanwhile, the organisation pledged $20bn in financial aid to Bahrain and Oman, another Gulf monarchy that was hit by protests.

Saudi Arabia, the heavyweight in the GCC, has also been dismayed by the willingness of the US to abandon long-time allies such as Egypt’s Hosni Mubarak, who was ousted this year, and to criticise a Bahraini intervention, which Riyadh insists was needed to counter Iranian meddling.

Diplomats say GCC states have been sending the message that no Gulf ruling family will be allowed to fall – nor will Iran, which is seen as the biggest regional threat, be permitted to take advantage of the unrest in the region.

Khalid al-Khalifa, Bahrain’s foreign minister, said on Twitter that Jordan and Morocco were “clear examples of good, wise governance and real political development”. The GCC, he added, had “a vital interest in joining together with them”.

Mustafa Hamarneh, a Jordanian political analyst, said the GCC move was a sign that Jordan belonged to the “conservative monarchy club”. What all the countries had in common, he said, was that “they see eye to eye on all the main issue: on Iran, on Bahrain and on the question of political reforms”.

Membership in the GCC would be a boost for the Jordanian monarchy, if it went ahead, but would prove a setback for groups seeking reform, he added.

Hassan al-Mostafa, a Saudi writer, said the possible integration of the two countries into the GCC was an attempt to “reshape the region” by creating new alliances at a time when a democratically elected Egyptian government was likely to follow a more independent foreign policy, possibly becoming friendlier with Tehran.

“The GCC will also help Jordan and Morocco to avoid pressure or collapse of these regimes,” he said. “But Moroccans and Jordanians are more politically active and won’t accept the GCC dictating foreign policy.”

Dris Ben Ali, a Moroccan economist who has been advocating political reforms, said he was concerned about the political rationale behind a potential membership in the GCC, which might be aimed at halting Morocco’s move towards a “democratic, parliamentary monarchy” that could become a model for others in the region.

The six Gulf monarchies Tuesday responded to Arab uprisings by agreeing to expand their regional grouping to include pro-Western Jordan and Morocco and urged a quick political deal in Yemen.

The Gulf Cooperation Council (GCC) welcomed bids by the two Arab kingdoms to join the six-nation grouping of Gulf monarchies, its secretary general Abdullatif al-Zayani said.

“Leaders of the GCC welcomed the request of the Hashemite Kingdom of Jordan to join the council and instructed the foreign ministers to enter into negotiations to complete the procedures,” Zayani told reporters.

He said the same procedure would be followed with Morocco.

His remarks came after a summit in Riyadh of the GCC, which groups Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and United Arab Emirates, discussed relations with Iran, the unrest in Yemen — the Arabian Peninsula’s only republican state — and the tensions sweeping the region.

The heads of state demanded that all sides in Yemen, which has limited observer status in the GCC, sign a transition plan brokered by the bloc.

“The council urged all parties in Yemen to sign the agreement which is the best way out of the crisis and spare the country further political division and deterioration of security,” the GCC leaders said in a joint statement.

It said their transition plan for Yemen was a “comprehensive agreement that would preserve Yemen’s security, stability and unity.”

GCC heads of state discussed the bloc’s mediation efforts which stalled this month in the face of veteran President Ali Abdullah Saleh’s refusal to sign up to proposals which would require him to stand down.

He has been insisting that any transfer of power should be in line with the constitution which would allow him to serve out his term until 2013.

The GCC plan proposes the formation of a government of national unity, Saleh transferring power to his vice president and resigning after 30 days, a day after parliament passes a law granting him and his aides immunity.

GCC Secretary General Abdullatif al-Zayani travelled to Sanaa last week to invite members of the government and the opposition to sign the transition plan in Riyadh and to obtain the president’s signature but he returned empty-handed.

At Tuesday’s summit, the Gulf monarchies also criticised Iran’s “continued interference” in their internal affairs.

Relations between Iran and its Gulf Arab neighbours have deteriorated sharply, with the bloc accusing Tehran of seeking to destabilise Arab regimes by stoking the unrest that has rocked the region.

Shiite-dominated Iran strongly criticised Saudi Arabia’s mid-March military intervention in Sunni-ruled Bahrain which was aimed at helping crack down on a Shiite-led uprising.

Iran says it gives “moral support” to Bahrainis but is not involved in the protests. Bahrain and Kuwait have expelled Iranian diplomats, accusing them of espionage.

In normal circumstances, a visit by a Pakistani minister to Riyadh would make no news at all. But these are interesting, although not abnormal, times in Pakistan-Saudi relationship.

There is a consensus among political observers that after the inception of the PPP-led government in 2008, Islamabad’s ties with Riyadh had lost the warmth that had defined their partnership for the past six decades.

But the chill has apparently given way to a thaw, the observers think, and Islamabad now seems to be back on the regional radar — for more than one reasons.

The visit is taking place in the backdrop of the so called ‘Arab spring’ which has almost stalled and appears to be going nowhere. Old regional alignments are being revived and new alignments have been emerging on the wider Middle East chessboard as a new cold war between regional heavyweights gets stickier.

The ongoing popular uprising in a number of countries have all lent a new meaning to the Arab-Iran gulf. And Pakistan’s role in the scenario has come under a renewed focus.

Events over the past few years have only helped reinforce and entrench misgivings within the Arab world about the growing Iranian influence. The departure of Saddam Hussain from Baghdad and the fostering of Maliki government in Iraq, has led many to look at the development from a different perspective- the growing Shia influence in the Arab world.

King Abdullah of Jordan once referred to it as “the expanding Shia crescent” in the region. Arab governments feel apprehensive on that account. And recent events seem to have only reinforced their fears.

In Lebanon the influence of the pro-Iran Hezbollah is ascending — at the expense of the Saudi-backed Hariri. This was regarded by many here as a strategic loss.

Riyadh has also been complaining, for long, of the growing Iranian influence in Hamas-ruled Gaza. And to counter Tehran’s growing clout, Riyadh had little option than supporting the pro-West Abbas set-up in the West Bank. Then the upheaval in Egypt turned out to be the last straw on the back of the proverbial camel. King Abdullah of Saudi Arabia supported Hosni Mubarak till the end.

The US failure to support Mubarak, not only soured the political relations between Riyadh and Washington, but also forced the Kingdom to play its cards rather aggressively. There was no room for further complacency — many felt here.

When the uprising began in Bahrain, everyone here in Riyadh realised the stakes were too high. The option of watching things take its own course was definitely not on the table. Riyadh acted and acted swiftly.

WAR OF WORDS

An explosive war of words erupted between Riyadh and Tehran. Events in Bahrain exacerbated tensions between Saudi Arabia, its Arab allies and Iran, dragging relations between them to its ebb in at least a decade and setting the stage for confrontations elsewhere in the region.

The Gulf Cooperation Council, comprising six Arab states around the Gulf, was also dragged into action. The GCC explicitly warned Iran of dire consequences, if it continued endeavouring to make inroads into the Arab world.

Back-channel diplomacy was also used to send the message in rather clear terms to Tehran. Gulf governments were no more ready to give in and vowed doing everything at their disposal to protect their ‘legitimate interests’.

Hands off the Arab world — was the clear message to Iran. And in the meantime, the Arab world also went into full gear to galvanise support and muscle to block Tehran’s inroads, into what is being termed here the ‘Arab territory’ – through the Shia soft belly of the Arab states.

And it is here that Pakistan and Turkey got into the loop too. For after all these are the two strongest countries — as far as muscle is concerned — within the Sunni world.

A stream of events took place in a short span of time. Saudi National Security Council chief Prince Bandar bin Abdul Aziz came over to Islamabad, immediately after the meeting in Kuwait of President Zardari and Prince Naif bin Abdulaziz, the second deputy premier and the long-time interior minister.

And Prince Bandar’s visit was preceded by a visit of the Saudi chief of staff to Pakistan. In the meantime, the Bahraini foreign minister also dashed to Pakistan, despite the ongoing strife in his country.

Something was indeed brewing. Islamabad was again on the radar in Riyadh. Interestingly, the visit of Hina Rabbani Khar to Riyadh was announced after Prince Bandar sent a letter to Prime Minister Gilani — following up on his meetings in Islamabad late last month. In the letter, Prince Bandar reiterated Saudis’ desire to further strengthen relations with Pakistan in all areas of mutual interest.

In the aftermath of Prince Bandar’s regional visit, Riyadh has already signed a security agreement with Malaysia, vowing to enhance the level of security cooperation between the two countries. And after his Beijing trip, Saudi Arabia and China too announced signing an agreement on nuclear cooperation for peaceful purpose.

And Prince Bandar is no ordinary diplomat. He is often regarded as a trouble-shooter for Riyadh. John Hannah, writing in the Foreign Policy magazine, says: ‘Saudi Arabia’s legendary former ambassador to Washington, Prince Bandar bin Sultan, is once again a major presence on the world stage.’

And his previous visit to Pakistan did not escape world attention and generated considerable interest. In the same story Hannah says: “More interestingly – and undoubtedly more worrisome – at the end of March, in the wake of the Saudi intervention in Bahrain, Bandar was dispatched to Pakistan, China and India to rally support for the kingdom’s hard line approach to the region’s unrest.

“Bandar’s formidable skills in the service of a Saudi Arabia that feels itself increasingly cornered and unable to rely on US protection is a formula for trouble — made even worse when the likes of Pakistan and China are thrown into the mix.

“No one should forget that, in the late 1980s, it was Bandar who secretly brokered the delivery of Chinese medium-range missiles to the kingdom, totally surprising Washington and nearly triggering a major crisis with Israel. The danger today, of course, is that the Saudis feel sufficiently threatened and alone to engage in similar acts of self-help.

“Would they seek to modernise their ballistic missile force? Even worse, would the kingdom go shopping for nuclear weapons or, at a minimum, invite Pakistan to deploy part of its nuclear arsenal in the country?”

As the Middle East convulses and Iran relentlessly inches closer to achieving a nuclear weapons capability, has that time finally arrived? Even short of these extreme scenarios, other troubling possibilities exist. During his trip to Pakistan, Bandar reportedly discussed contingencies under which thousands of additional Pakistani security forces might be dispatched to Bahrain and Saudi Arabia to crush the uprising.

So it appears Pakistan is getting sucked into a regional cold war — and Washington may not mind it this time too. When Hina Rabbani Khar lands in Riyadh today, she can expect the red carpet to roll — once again. The talk of chill seems a distant story.

We return from a recent trip to the region persuaded that the main question engaging people with respect to the “Arab spring” is no longer “who’s next,” but rather “how far will Saudi Arabia go in pushing a counter-revolutionary agenda” across the Middle East? Whether Saudi Arabia is really capable of coping with the momentous changes going on in the region — not just with respect to demands for political change in a number of Arab states, but geopolitically, as well — is a truly profound and important question. To unpack this, it is helpful to take a historical perspective on Saudi Arabia and its traditional national security strategy.

Unlike Iran and Turkey, many Arab states are not, within their current boundaries, “natural” states. Most, in fact, are the creations of colonial powers, at least within their present borders — e.g., Iraq, Jordan, Lebanon, Syria, and the smaller GCC states all fit this bill.

Saudi Arabia, like Egypt, is an important exception to this generalization. But, in contrast to Egypt, Saudi Arabia is not a historically “natural” state. The Saudi state was definitely created — but by indigenous actors, not outsiders.

Saudi Arabia is the product of hard-fought tribal wars and alliances, legitimated by an indigenously generated ideology — that is, the particular form of Islam that has been championed by the al-Saud since the mid-18th century, commonly known in the West as wahhabi (though many Saudis resist the term), and described by many of our Iranian interlocutors as salafi (though that strikes us as a more general term that can apply to Sunni Muslims who do not follow a Saudi-prescribed religious line). Buttressed by its massive oil wealth, the Kingdom of Saudi Arabia has emerged as a formidable, “home grown” political entity.

Since the consolidation of the modern Saudi state in the 1920s and 1930s, the Kingdom has turned to the United States as its principal external security partner. There were two main reasons for the Saudis’ original alignment with Washington: America had no legacy of colonial entanglements in the Middle East, and it was not Britain. At least some Saudi princes believe, to this day, that, but for the British, the al-Saud would have ended up controlling the entire Arabian peninsula, including territories now occupied by the smaller Gulf Arab states. And, in the 1930s, King ‘Abd al-Aziz ibn Saud was worried that London would try to weaken his autonomy and bring the new Saudi state firmly under British influence, along with its Bahraini, Kuwaiti, and other Gulf Arab wards.

The United States seemed the best available hedge against that — so, American oil companies received the first major oil concession in Saudi Arabia, in 1933. After World War II, the Kingdom developed a deep and multi-faceted strategic relationship with the United States. In essence, America and Saudi Arabia both wanted to cooperate in balancing against other external powers seeking to expand their influence in the Persian Gulf — but, during the Cold War, the major external power of concern was no longer Britain but the Soviet Union.

This record helps us understand the principal objectives and major elements of Saudi Arabia’s current national security strategy. The Kingdom wants to have at least a quasi-hegemonic status on the Arabian peninsula; at the same time, it does not want another regional state to attain what it would see as hegemony over the Middle East as a whole. And, even in the post-Cold War period, the Saudis have wanted to see their relationship with the United States as the ultimate guarantee of their security and survival.

Today, that strategy is in crisis on all fronts — and the Saudis are not handling it well.

The strategy is in crisis, first of all, because of Riyadh’s plummeting confidence in the reliability and competence of the United States as a security partner. This dynamic is not, per se, new. The Kingdom grew increasingly disenchanted with various aspects of America’s Middle East policy during the 1990s — disenchantment intensified by the various traumas that fallout from the 9/11 attacks inflicted on U.S.-Saudi relations. (The militancy associated with the religious ideology promoted by Saudi Arabia over decades has generated a number of significant security problems for the United States.)

But the Saudi leadership — including, it would seem, King Abdullah himself — is both enormously angry and deeply unsettled by what it sees as Washington’s abandonment of Egyptian President Hosni Mubarak. Egypt is a critically important state for the Saudi — and it has not always been a friendly one. Mubarak’s predecessors, Nasr and Sadat, both challenged Saudi Arabia, in diametrically different but powerful ways. And now that Egyptian political order, the orientation of which is so strategically consequential for Saudi Arabia, is again up for grabs. So, while Western assessments have tended to criticize President Obama and his Administration for being too slow in supporting “forces of change” in Egypt, from a Saudi perspective the Obama Administration dropped Mubarak much too quickly, squandering opportunities to support him in pushing back against those demanding his removal.

On the regional front, the Saudis are discombobulated by what they see as a rising tide of Iranian influence across the Middle East. The Islamic Republic’s allies have been winning, politically, in key venues — Iraq, Lebanon, Palestine. Historically, the Saudis have never been big fans of pan-Arabism. But, in recent years, senior Saudi princes have, with increasing frequency, denounced what they have come portentously to call Iranian “interference” in “Arab affairs.” Now, with the Arab spring, the Saudis are alarmed that the influence of the Islamic Republic and political forces friendly to it will rise even more dramatically. The Saudis are even more alarmed about the potential geopolitical consequences of these developments — e.g., the high likelihood that post-Mubarak Egypt will enjoy improved relations with the Islamic Republic.

So, as the Saudi state sees itself increasingly “encircled” by multiple and expanding threats, Saudi leaders are doubling down on the fundamentals of their traditional national security strategy — military force to ensure its dominance on the Arabian peninsula, the use of religious ideology to raise sectarian concern about rising Shi’a influence, and putting enormous financial resources on the table (e.g., $30 billion for Bahrain) to further its goals. This approach is clearly reflected in the Kingdom’s response to recent events in Bahrain, culminating in the dispatch of Saudi military forces to repress popular protests there.

But Bahrain is not the only place in the region where the Saudi counter-revolution is being felt. Saudi initiative was critical to bringing about the Arab League’s quasi-endorsement of international military intervention in Libya. That amounts to Saudi endorsement of coercive regime change in another Arab state. Regime change is unacceptable in Bahrain, but OK in Libya — the main thing is, the Saudis have reaffirmed their ability to suck the United States onto their side in regional disputes (at those in which Israel is not taking a position at odds with the Saudis).

Washington’s deference to Saudi anxieties could prove almost as corrosive to the possibility of America making critically necessary adjustments in its own Middle East policies as Washington’s deference to Israel.

By Flynt Leverett and Hillary Mann Leverett

The Saudi regime is under siege. To the west, its heaviest regional ally, the Egyptian dictator Hosni Mubarak, has been ousted. To its north, Syria and Jordan are gripped by a wave of protests which shows no sign of receding. On its southern border, unrest in Yemen and Oman rages on. And troops have been dispatched to Bahrain to salvage its influence over the tiny kingdom exerted through the Khalifa clan, and prevent the contagion from spreading to Saudi Arabia’s turbulent eastern provinces, the repository of both its biggest oil reserves and largest Shia population.

Such fears of contagion no longer seem far-fetched. Shortly after the toppling of the Tunisian dictator, an unidentified 65-year-old man died after setting himself on fire in Jizan province, just north of the border with Yemen. Frequent protests urge political reform, and internet campaigns demand the election of a consultative assembly, the release of political prisoners, and women’s rights – one that called for a day of rage on 11 March attracted 26,000 supporters.

The government’s response was in keeping with a country named the region’s least democratic state by the Economist Intelligence Unit last year. Tear gas and live bullets were fired at peaceful demonstrators as helicopters crisscrossed the skies. One of the 11 March organisers, Faisal abdul-Ahad, was killed, while hundreds have been arrested, joining 8,000 prisoners of conscience – among them the co-founder of the Saudi Civil and Political Rights Association, Mohammed Saleh al-Bejadi. Many Saudis have even been detained when seeking news of relatives at the interior ministry, like Mubarak bin Zu’air, a lawyer whose father and brother have long been held without charge, and 17-yearold Jihad Khadr whose brother Thamir, a rights activist is also missing. A short video tackling the taboo of political prisoners attracted over 72,000 views since its release 4 days ago.

Although demands for change date back to 1992’s Advice Memorandum – a petition for reform submitted by scholars to the king – the Tunisian and Egyptian revolutions have accelerated them. In an unprecedented move, a group of activists and intellectuals defied the official ban on political organisation to announce the formation of the kingdom’s first political party (all 10 founding members have since been arrested). And calls for reform have even come from the royal family, with Prince Turki Al Faisal appealing for elections to the Shura, the appointed parliament, at the Jeddah Economic Forum two weeks ago.

What had been whispered behind closed doors for years is being discussed openly not only in social networking sites, but even in front of cameras – as Khaled al-Johani did to a BBC crew in defiance of the hundreds of police, disappearing soon after. And although the regime seeks to appeal to sectarian divisions and invoke the threat of Iran in order to delegitimise dissent, the truth is that the discontent is found across Saudi society, fed by political repression and developmental failure, as a result of corruption, government malfunctioning, and the squandering of billions on arms. You need look no further than ravaged Jeddah after the floods of 2009 and 2011 to see that marginalisation is not unique to the kingdom’s Shia.

Along with the visible political threats facing the regime, it is beset by a more potent social challenge. This is the product of the advancing process of modernisation in Saudi society, with growing urbanisation, mass education, tens of thousands of foreign-taught students, and widespread communication media, with one of the region’s highest percentages of internet users (almost 40%, double that of Egypt). The country’s gigantic oil wealth has taken the society from a simple, predominantly desert existence to a model of affluent consumerism in the space of a few decades. Yet this rapid transformation has not been matched at the culture level, causing a yawning gap between social reality and a conservative ideology imposed by the regime and justified via an intimate alliance between the ruling clan and the Wahhabi clerical establishment with its austere Hanbali interpretation of Islam. This is not to say that the clerical council and its religious police are the decision-makers in Saudi Arabia. They are mere government employees who provide a divine seal for choices made by the king and his coterie of emirs. Their role is to issue the monarch with edicts like the one that sanctioned the “appeal to infidels for protection” when US troops were summoned to the Gulf in 1991.

As a price for political quietism, the clerics’ hands are left untied in the social realm, where they are granted unlimited authority over the monitoring and control of individual and public conduct. No one has paid a greater price for this ruler-cleric pact than women. While turning a blind eye to the monarch and his elite’s political authoritarianism, financial corruption, and subordination to American diktats, these divine warriors turn their muscle on women instead. Every minutia of their lives is placed under the clerics’ watchful gaze, rigorously monitored by draconian religious edicts rejected by the majority of Muslims; they are denied the right to drive, enter into any form of legal agreement, vote, or even receive medical care without a guardian’s consent. But as Hanadi, a Saudi friend, put it: “It’s all hypocrisy. While we are forbidden from baring any flesh in public, including our faces, the TV channels funded by the emirs are the most promiscuous ones around. You don’t see any black robes or niqabs there, only half-naked young girls gyrating to the beat of cheap pop music. It’s a shameless exploitation of religion.”

Now Saudi Arabia finds itself in the eye of the Arab revolutionary storm, its religious and financial arms have been deployed to fortify the status quo. As well as made-to-fit fatwas prohibiting dissent as fitna (division and social strife) and demonstrations and pickets as forms of “insurrection against rulers”, the regime has resorted to bribing its subjects in return for allegiance and acquiescence. On his return from a three-month medical trip in US, the ailing 87-year-old King Abdullah announced financial handouts worth an astonishing $129bn – more than half the country’s oil revenues last year – including a 15% rise for state employees, reprieves for imprisoned debtors, financial aid for students and the unemployed, and the promise of half a million homes at affordable prices – not to mention increases to the religious police budget.

Externally the regime draws sustenance from its “special relationship” with the US. In return for keeping the oil supply steady and pouring billions into the American treasury through arms deals, the Al-Saud family gets a US commitment to complete protection.

Does this mean that the country’s fate is to remain ruled by an absolutist system where the notion of the citizen is non-existent and power is monopolised by an ageing king and his clan? That is unlikely, for Saudi Arabia is not God’s eternal kingdom on Earth and is not impervious to the change that is required internally and regionally. The question is not whether change is coming to Saudi Arabia, but what its nature and scope will be.

By Soumaya Ghannoushi

There’s a crisis in U.S. policy in the Middle East — and it’s not about Libya. For weeks the Obama administration has been preoccupied with averting a humanitarian catastrophe in North Africa. But on the other side of the region, in the oil-rich Arabian Peninsula, a matter of vital, strategic importance awaits the urgent attention of policymakers.

Over there, the ailing 87-year-old king of Saudi Arabia probably isn’t getting much sleep. Abdullah, this Sunni monarch of monarchs, custodian of the holy mosques of Mecca and Medina, can see the flames of instability and turmoil licking at all his borders. In the south, Yemen is imploding, to the advantage of his al-Qaeda enemies. In the east, Bahrain’s Shiite majority has been in such a state of revolt that Abdullah has already sent armed forces to prevent Iran from establishing a “cat’s paw” on the Sunni Arab side of the Persian Gulf. In the north, Abdullah sees Iraq’s Shiite-dominated government as nothing more than a front for the hated Persians. In the west, a Palestinian majority is demanding that the Hashemite king of Jordan become a constitutional monarch. Meanwhile, Egypt’s Hosni Mubarak, that other Sunni pillar of regional stability, has already been overthrown.

Historically, in times of trouble, Saudi kings have depended on American presidents to guarantee their external security. But at this moment of crisis, Abdullah views President Obama as a threat to his internal security. He fears that in the event of a widespread revolt, Obama will demand that he leave office, just as he did to Mubarak, that other longtime friend of the United States. Consequently, Abdullah is reportedly making arrangements for Pakistani troops to enter his kingdom should the need to suppress popular demonstrations arise.

This presents the Obama administration with a particularly thorny dilemma. Saudi Arabia is the world’s largest oil producer and the only one with sufficient excess production capacity to moderate rises in the price of oil. Instability in Saudi Arabia could produce panic in the oil markets and an oil shock that could put an end to America’s economic recovery (and the president’s hopes for reelection). This would argue for granting an “exception” to Saudi Arabia from the Obama administration’s trumpeting of universal rights. Indeed, the soft criticism of Bahrain’s Saudi-dictated suppression of its people suggests that this has already become U.S. policy.

Yet helping the Saudi king effectively erect a wall against the political tsunami sweeping across the Arab world is not a long-term solution. If there’s one thing that we can now predict with some confidence, it’s that no Arab authoritarian regime can remain immune from the demands of its people for political freedom and accountable government. To be sure, $100 billion in subventions from the palace and the promise of 60,000 jobs can help postpone, for a time, the demands of unemployed Saudi youths. But political freedom, transmitted across borders via cable TV and the Internet, has proved to be a seductive idea. In the end, it will not be assuaged by economic bribes or police-state suppression.

And the Saudi system is fragile. Power is concentrated in the hands of the king and his brothers, who are old and ailing. The Saud family’s legitimacy depends in significant part on its pact with a fundamentalist Wahhabi clergy that is deeply opposed to basic political reforms, such as equal rights for women. The deep structural tensions generated by a 21st-century Westernized elite existing within a 15th-century Saudi social structure have been papered over for decades by oil wealth. If this strange social contract begins to fray, it might tear completely. And over in the eastern quarter, adjacent to Bahrain, where most of Saudi Arabia’s oil reserves are located, sits a restive Shiite minority who have been treated as second-class citizens for decades.

Even if the Obama administration were understandably inclined to leave well enough alone, it cannot afford to do so for other reasons. The Saudis are attempting to erect the wall beyond their borders not only by suppressing the revolt in Bahrain but also by insisting that Jordan’s king not pursue the reform agenda he has promised his people. In effect, Abdullah intends to carve out an exception for all the kings and sheiks — Sunni to a man — in Saudi Arabia’s neighborhood. It might work for a time. But should this dam break, it could generate a sectarian Sunni-Shiite, Arab-Iranian conflict on one side and an Arab-Israeli conflict on the other. It could spell the end of Pax Americana in the Middle East.

For all of these reasons, President Obama urgently needs to negotiate a new compact with King Abdullah. He has to find a way to convince him that defining a road map that leads to constitutional monarchies in his neighborhood, and eventually in Saudi Arabia, is the only effective way to secure his kingdom and the interests of his subjects. Abdullah has been willing to undertake important reforms in the past. But if the king is to be persuaded to embark on this road again, he will need to know that the president will provide a secure safety net of support, rather than undermine him. And he will need to know that the United States will not make a deal with his Iranian enemies at Saudi expense.

Such a compact would be difficult to negotiate in the best of times. It cannot even be broached in current circumstances unless the basic trust between the president and the king can be reestablished. With a budget crisis at home and turmoil in the Middle East, it’s understandable that Obama has had little time for the personal engagement with potentates that does not come naturally to him. But it’s not just Abdullah’s survival that is at stake. A revolt in Saudi Arabia could sink his presidency.

By Martin Indyk is vice president and director of the Brookings Institution’s foreign policy program and convener of the U.S.-Islamic World Forum, which meets in Washington next week.

Yemen’s embattled president on Sunday sought a way out of the political crisis gripping his impoverished Arab nation, offering to oversee a dialogue between his ruling party and the opposition to defuse the ongoing standoff with protesters demanding his ouster.

The offer by the U.S.-backed Ali Abdullah Saleh came as protests demanding that he step down continued for the 11th straight day, with 3,000 university students demonstrating Sunday at Sanaa, the Yemeni capital.

The protests pose the most serious challenge to Saleh’s rule to date.

He has already made a series of concessions, pledging that his son would not succeed him and that he would not seek another term in office. On Sunday, he repeated his offer for negotiations.

“Dialogue is the best means, not sabotage or cutting off roads,” Saleh, in office for more than 30 years, told a news conference. “I am ready to sit on the negotiating table and meet their demands if they are legitimate,” said the Yemeni leader, who warned against “infiltrators” seeking to divide Yemenis and sabotage their country.

Saleh’s rule continues to show signs of resilience in the face of the sustained protests, that have seen security forces and regime supporters battling demonstrators, mostly university students.

The Yemeni regime, however, is not doing as well in the south of the country, where resentment of Saleh’s rule is far more entrenched and a secessionist movement is steadily gaining strength.

There have been deadly clashes there between protesters and security forces using live ammunition, rubber bullets and tear gas. South Yemen used to be an independent nation, but became united with the north in 1990. An attempt to secede by the south in 1994 was brutally crushed by Saleh’s army and allied tribesmen.

Yemen is a tribal society where almost every adult male has a firearm. A decision by the country’s major tribes to take sides in the standoff between Saleh and his critics could decide the president’s fate.

On Saturday, riot police fired on marchers in Sanaa, killing one and wounding five.

A total of seven people have been killed since the unrest began.

The protesters seek to oust Saleh, a key U.S. ally in the fight against al-Qaida, and have been inspired by uprisings in Egypt and Tunisia.

Marching students on Sunday chanted and carried signs reading “Get out Ali for the sake of future generations.” Riot police watched the march but did not intervene.

Past protests were often attacked by government supporters, degenerating into riots.

Saleh’s regime is one of several in the Arab world currently coming under popular pressure to reform or step down. Since uprisings in Tunisia and Egypt toppled the two nation’s autocratic leaders, Bahrain, Jordan, Yemen, Libya and Algeria have been gripped by anti-government protests.