"Riyadh has I think finally understood that U.S. interests do not align with those of KSA and the Gulf states" [Riyadh]
The article documents two distinct emerging blocs: a UAE-Israel-Kuwait-Bahrain grouping and a Saudi-Turkey-Egypt-Pakistan (STEP) grouping, both formed explicitly because the US security umbrella failed. This mirrors historical patterns where failed great-power guarantees (e.g., post-Suez British withdrawal) trigger rapid regional realignment. The dynamic is structural: the credibility loss of the external guarantor is the independent variable; bloc formation is the dependent variable. The same mechanism would apply if, for example, US credibility collapsed in East Asia.