While many analysts argue that this deal covers Pakistan’s nuclear weapons, the reality is that this agreement augments the already existing strategic partnership rather than providing Saudi Arabia with a nuclear umbrella. Neither Pakistan’s nuclear policy nor its doctrine entails providing extended nuclear deterrence to any other state while Islamabad’s deterrence posture remains India-specific and does not extend to providing a nuclear umbrella to any state.

Islamabad and Riyadh have been tied in a mutual defense pact for decades. Pakistani forces, which account for 1,500–2,000 troops, provide operational and technical help to Saudi forces. In regional conflicts, Pakistan safeguards Saudi frontiers under the defense protocol of 1967. Over time, Pakistan trained approximately 8,000–10,000 Saudi military personnel.

The recent strategic mutual defense agreement further strengthens the historical alliance between Pakistan and the Kingdom of Saudi Arabia (KSA), rather than creating a new pact. Even previous defense agreements do not guarantee a “nuclear umbrella.” In a similar vein, the recent mutual defense pact between Pakistan and the KSA serves the purpose of signaling solidarity and strategic cooperation, rather than providing an unconditional military guarantee for Saudi Arabia.

Pakistan does not seek to assume the role of a regional security guarantor. Rather, it contributes to collective security in line with international law and its national interests. However, Islamabad can be an essential actor in collective security arrangements in the Middle East in accordance with the norms of international law.

As the Israeli air raid on Doha sent shockwaves across the globe, Gulf States, particularly Saudi Arabia, realized that the United States is unlikely to go to the defense of its Gulf partners in times of crisis, despite deep ties with the Kingdom.

The reliability of the US as a security guarantor to its Arab partners in the Gulf region diminished after the United States tolerated the Israeli bombing of Hamas leadership in Doha, Qatar, September 9, 2025. Al-Udeid Air Base, in Qatar, is the largest US military base in the Middle East with 10,000 active troops.

Israel’s attack against Hamas leadership in Doha also infuriated Gulf countries. However, the lack of action by the US against its ally for the airstrike in Doha has damaged the image of the US as a reliable security partner. Therefore, Arab states are exploring new partners for their security against Israeli aggression.

Pakistan, with its battle-tested military and cordial relations with Gulf monarchies, appears to be a natural partner for the KSA. Its decades-old alliance with the KSA is rooted in deep strategic interests, shared faith, and economic interdependence. The presence of 2.7 million Pakistanis in the KSA also matters as they contribute over $6 billion in annual remittances. Pakistan’s reliance on Saudi oil imports is also important. These factors deepen mutual trust and economic interdependence.

Together, they reinforce the strategic logic behind the Pakistan–Saudi Mutual Defense Pact. Additionally, Pakistan’s participation in Saudi Arabia’s Vision 2030 projects highlights opportunities for long-term economic integration and strategic cooperation.

The cardinal aspect of this new mutual defense pact lies in formalizing a deep alliance which has historical roots. With this agreement, both Islamabad and Riyadh vow joint deterrence against any aggression, institutionalizing their long-standing security cooperation. Both Pakistan and KSA view this pact as an outcome of a decades-old partnership, not a sudden alliance aimed at any adversary, as Pakistani officials reiterated in their statements. Similar to the previous defense agreements between Islamabad and Riyadh, this agreement does not offer any nuclear guarantee to the KSA.

Therefore, the idea of a nuclear umbrella remains speculative and the actual text of this mutual pact, along with Pakistan’s stated nuclear doctrine, does not support it. Operational readiness and interoperability of both states’ armed forces will be significantly improved. The pact will foster defense industry collaboration on emerging technologies such as cybersecurity, drone technology, and space-based defense systems between both states. It will enable the co-production of conventional military equipment as well, paving the way for a promising future of strategic cooperation between Islamabad and Riyadh.

It may also be pointed out that Pakistan has not offered a covert “nuclear button” to Riyadh and defense cooperation with Riyadh does not imply an automatic war pledge. While addressing the 80th session of the United Nations General Assembly (UNGA), Iranian president, Masoud Pezeshkian, also praised this defense deal between the two brotherly Muslim states, marking the pact as the beginning of a comprehensive regional security system.

A Pak–Saudi mutual defense pact enhances Pakistan’s strategic depth by reinforcing its defense cooperation with the Muslim world’s most influential state, thereby expanding Islamabad’s diplomatic leverage beyond South Asia. The pact bolsters Pakistan’s deterrence posture vis-à-vis India, as Riyadh’s political and strategic backing adds weight to Pakistan’s regional standing.

Economically, it promises deeper defense collaboration, potential joint production, and technology transfer. In December, the KSA loaned Pakistan $3 billion, shoring up its foreign exchange reserves, while politically reflecting its growing confidence in Pakistan’s professional military capability and responsible nuclear stewardship. In essence, the agreement strengthens Pakistan’s strategic autonomy, broadens its alliances, and projects it as a pivotal player in the evolving security architecture of the Muslim world.

Nawal Nawaz is a Research Assistant at the Center for International Strategic Studies (CISS).

Understanding the Pakistan–Saudi Defense Agreement was originally published on Global Security Review.

An American submarine also fired thirty Tomahawk Land Attack Missiles (TLAM) against surface infrastructure targets at Isfahan. As Chairman of the Joint Chiefs of Staff General Dan Caine described it, the entire operation was a complex timed maneuver requiring exact synchronization across multiple platforms in a narrow piece of airspace.

American deception tactics contributed to surprise as neither Iraqi fighters nor their surface-to-air missile defenses attempted to interdict the American bombers and their supporting fighter aircraft, all of which returned safely.

According to General Caine, Operation Midnight Hammer involved more than 125 aircraft, including the seven B2 stealth bombers, numerous fourth- and fifth-generation fighters, and dozens of refueling tankers. Some 75 precision-guided munitions were used in Midnight Hammer, including fourteen GBU-57 MOPs, which were used for the first time in combat.

The operational excellence of Midnight Hammer doubtless constituted a setback to Iran’s nuclear enrichment programs, although exactly how much of a setback remains to be determined.  Battle damage assessment is dependent on overhead photography unless and until further information is obtained from intelligence sources near or at the affected sites.

There also remained unsettled issues relative to American and allied strategy going forward. The Trump administration’s declaratory policy wants to draw a line between going to war with Iran, on one hand, and neutralizing its nuclear capabilities and potential, on the other.  This is a fine line to draw and Iran response, and follow-on condemnations, suggest they see the American position as a distinction without a difference.

Ater the strikes, President Trump indicated that Iran should come to the diplomatic table and negotiate the status of its nuclear future. Iran rejected further negotiations. This left the American and Israeli defense communities to await whatever diplomatic or military response the Iranians offered, including possible military attacks against American forces deployed in the Middle East.

Based on experience, Iran would likely respond with continuing missile strikes against Israel and asymmetrical warfare against the United States. With regard to the latter, Iran’s options included: (1) disrupting the flow of maritime traffic in the Strait of Hormuz; (2) committing cyberattacks against American military or societal targets; (3) committing missile or insurgent attacks against American military personnel in Iraq or elsewhere in the region; (4) supporting protest demonstrations or terrorism in the American homeland, perhaps making use of prepositioned cells made up of illegal aliens; and/or (5) encouraging Iranian proxies in Gaza, Lebanon, and Yemen to further harass American, Israeli, and allied interests.

Thus far, Iran limited its response to employing a small number of missiles against Al Udeid Air Base in Qatar, even giving the Americans advance warning of the strike. For the Trump administration, this is the best possible outcome. Already, imagery intelligence suggests Iran is digging out its capabilities at Fordow and Esfahan. What the future may hold is uncertain. Whether Iran is simply buying time and learning lessons for future success or whether the regime truly desires peace is up in the air.

Future options for Iran have their positives and negatives. Disruptions in the Strait of Hormuz would harm Iran’s own economy, which needs the infusion of cash from oil sales to China.

Cyberattacks are a low-risk, low-cost option that may appeal to Iran in the near term, but they present a more serious potential threat to civilian targets compared to more heavily defended military ones. They will also draw severe reprisals from very competent American and Israeli cyber forces.

Additional attacks against American military personnel and facilities in Iraq are an option, as are missile or unconventional warfare against other regional states hosting American military bases. However, this path was not successful the first time.

Support for antiwar demonstrations or outright terrorism in the American homeland, including “lone wolf” terrorists recruited online, are still a possibility. New stories of Iranian illegal aliens arrested by Immigration and Customs Enforcement are almost a daily occurrence.

As for Iranian proxies, Hamas and Hezbollah are on the ropes, momentarily, due to prior engagements with Israel, but the Houthis declared their intention to plus-up their disruptions of commerce in the Red Sea in the wake of Midnight Hammer. Whether this is possible is yet to be seen.

With respect to Iran’s future nuclear options and American responses, they may proceed in one of three ways: (1) a continuing “whack-a-mole” competition in which Iran continues surreptitious enrichment and the US and Israel continue to monitor its progress and, if necessary, repeat Midnight Hammer, or worse; (2) Iran undergoes a change of regime due to domestic opposition, leaving uncertain for a time exactly who is in charge and who controls the supplies of enriched uranium and nuclear infrastructure, never mind the armed forces and security police; or (3) Iran agrees to negotiate with the US and representatives of the international community another deal to limit its stockpiles of fissile material and its levels of enrichment.

These are possible options, but by no means the only options. Iran may pursue an unexpected path in an effort to outthink the United States and Israel. Whatever the future holds, President Trump and Israeli Prime Minister Benjamin Netanyahu must keep a close eye on a regime that is built on destroying both countries. Hope is critical to human perseverance, but it is not a strategy.

Dr. Stephen Cimbala is Distinguished Professor of Political Science at Penn State university, Brandywine. He is currently a senior fellow with the National Institute for Deterrence Studies. Views expressed in this article are the author’s own.

Midnight Hammer and After was originally published on Global Security Review.