The Strait of Hormuz crisis and the continuing crisis in the Bab al-Mandab Strait have shown that narrow maritime passages can and will be used as political weapons in future conflicts. The state actors in Tehran and the non-state actors in Sanaa, however, may not be the only ones that may leverage these choke points in future. For example, Oman’s ports could present an essential part of any land route alternatives like the India-Middle East-Europe Economic Corridor (IMEC) that avoid both the Gulf of Aden and the Strait of Hormuz. However, they have also faced drone attacks in the current war and will likely face political instabilities in future. An alternative that has come into greater focus is the North Sea Route (NSR) or the Arctic route. Surprisingly, recent reductions in Arctic ice levels have increased the feasibility of using the NSR, now potentially facilitating the movement of goods. 

Iran asserts its right to regulate shipping in the Strait of Hormuz. Under its 1993 law, innocent passage is subject to prior authorization based on Iran’s national security. The present crisis created by the Iran war has highlighted how the food security of many countries is connected to oil through fertilizer prices, which have witnessed a price surge. Before the war, around 30% of global fertilizers were exported by gulf countries through the Strait of Hormuz. Additionally, 20% of global liquified natural gas is used as the feedstock for making fertilizers and much traveled through the Suez Canal before the Houthis disrupted trade. While the rest of the world will face higher food prices, the Gulf countries, which import up to 85% of their food, are still affected. Asian countries like China, India, Philippines, Thailand, Vietnam, and Singapore are highly dependent on oil imports from the Middle East and must now find alternatives. In the present crisis, increased imports from the U.S. have provided relief to these countries, but the Cape of Good Hope route, needed for this transport, is time-consuming and increases costs.  

The NSR is also not without its share of complex legal matters. Russia has established laws and codes for regulating passage through NSR. Russia classifies the NSR as its internal waters and does not recognize the international right of innocent passage through it. All ships need prior authorization while foreign warships must notify their intended passage 90 days in advance. Ships may be required to use the services of Russian icebreaker escorts and pilots. Russia justifies its claim under article 234 of the United Nations Convention on the Law of the Sea (UNCLOS). Known as the “Arctic Exception,” it applies to all “Ice-covered areas.” It grants coastal states the right to enforce non-discriminatory laws in their Exclusive Economic Zones (EEZ) to prevent marine pollution in the ice-covered areas. The U.S. and other countries argue that UNCLOS protects innocent passage through territorial seas and hence the Russian law is contrary to the provisions of UNCLOS. 

Unlike the Middle East shipping passages, however, the NSR has been in conflict and has not had any kinetic combat or active armed conflict. The free navigation operations may operate here because the U.S. may be reluctant to indulge in hostilities against and may not be equipped to do so. Simultaneously, there may be U.S. interest in selling its oil to East, Southeast, and South Asia through this route. Russia may also find advantage in developing this route and is seeking partners to develop it. Several countries have already reached agreements with Russia to take advantage of the NSR. 

Russia is already using its Arctic coast seasonally to deliver LNG from its Yamal project to Europe and Asia. With increasing arctic warming and higher investment in icebreakers, this may change to round-the-year operations. The present bonhomie between Putin and Xi Jinping had already led to the October 2025 Harbin agreement to make NSR a strategic Arctic trade corridor. NSR suits China for another reason. It reduces heavy Chinese dependence on transit through the Malacca Strait, where India is developing an island base with potential to choke that passage. 

India is diplomatically very heavily invested in the Middle East and has been seeking a route to Europe through Iran and through IMEC. If India were to shift to oil and gas imports through NSR it could face strong pushback and heavy geopolitical pressure. The shift will come with another risk; the conflict zone in the Middle East will be swapped for the possible U.S.-Russian tensions in the narrow Bering Strait and make India dependent on a Sino-Russian architecture beyond its control. Even so, that scenario may still be a long way off. A positive aspect is India’s long-standing trade and military engagement with Russia that has proved its strength in crises. In December 2025, Russia and India signed an agreement formalizing Indian military access to Russia’s Arctic naval ports. Long-term contracts for oil and gas and equity participation in the Arctic infrastructure and shipping capacity may follow. 

For India and Southeast Asian countries, the year-round availability of the NSR will increase overall energy resilience by creating an alternative route that will dampen price surges during the frequent Middle East crises. It will make it more feasible for these countries to tap into multiple oil and gas sources including Russia and the U.S. and, in addition, provide a faster sea route to Europe. There is also the feasibility of synergy between the energy needs of India, the ship-building capacity of South Korea, and the NSR. While the Arctic route will not be a silver bullet for Asian countries to have risk-free access to oil and gas, the shift of focus from the tropics to the North Pole shall reduce the historic leverage by the Middle East and will help keep prices and access stable even during the recurring Middle East flare-ups. 

R.N. Prasher is a retired member from Indian Administrative Service (IAS). His primary expertise is in geopolitics where he has published in RealClear Defense, Asia Times, and The National Maritime Foundation. He has published the book “Geopolitics: Impact on Energy Transition and Energy Security” and has an upcoming publication “Revisiting the Chinese Screen” The views are the author’s own.

The North Sea Route as an Alternative to the Hormuz-Red Sea Conundrum was originally published on Global Security Review.

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.

Science and education are part of strategic ties in recent years. The “Program of educational cooperation between the Government of the Republic of Azerbaijan and the Government of the State of Israel for the years 2023-2026” forms the basis for developing this vital field in mutual cooperation. As Azerbaijan strives to reform its education system in order to make schools future-ready and sci-tech focused, it benefits greatly from the exchange of teachers and education experts to train and learn from the Israeli experience.

Cooperation on climate change, high tech agriculture, green energy, and water are also part of the educational and scientific ties. Israel’s high-tech economy and agriculture and its experience in green energy and water desalination provide Azerbaijan a unique opportunity to diversify and develop the non-oil sector of its economy.

Cybersecurity is also part of the educational ties between the countries with staff at the Technion, a public research university based in Haifa, contributing to the training of Azerbaijani students on a cybersecurity program.

Food security with a focus on grain is another new angle in Azerbaijan-Israel ties. Israel’s food security, and specifically its requirement for grain, will be met by Azerbaijan and Uzbekistan, following the disruption to supplies as a result of the Russia-Ukraine war. This will be a huge boost to both Israel’s and Azerbaijan’s food security, as Azerbaijan will receive advanced technology from Israel as part of the deal.

The high level of religious tolerance and historical lack of anti-Semitism in Azerbaijan form a strong basis for people-to-people relations between Azerbaijan and Israel. The village of Qırmızı Qəsəbə (Red Village) in the Quba region of Azerbaijan, home to an old community of Mountain Jews, is believed to be the world’s only all-Jewish village outside Israel and the United States. The opening of the Mountain Jews Museum in the village is also a testament to the positive role of Azerbaijan in Jewish-Muslim coexistence and the promotion of harmony and tolerance. Azerbaijani Jews form a strong bond between the people of the two countries and their significant presence in Israel also promotes bilateral ties.

An important development in the energy sector, a key part of the strategic partnership between Azerbaijan and Israel, took place in October 2023, when Azerbaijan’s state oil company SOCAR was granted a gas exploration license alongside British Petroleum and Israel’s NewMed to explore an area north of Israel’s Leviathan gas field in the Mediterranean. This is a significant boost to SOCAR, increasing its role in the world energy market and introducing a new aspect to Azerbaijan-Israel energy cooperation. Around 40 percent of Israel’s oil imports come from Azerbaijan.

Diversification of supply and non-reliance on Arab oil has been a key component of Israeli energy security over the years. Azerbaijani oil pumped to Turkey’s Mediterranean port of Ceyhan and transported onwards to world markets forms a major source of revenue for the Azerbaijani budget and, as such, has been crucial in the modernisation of the country’s infrastructure, armed forces, and the large-scale reconstruction in Azerbaijan’s liberated lands.

Azerbaijan’s energy policy forms the backbone of the country’s independent foreign policy. The Baku-Tbilisi-Ceyhan pipeline bypasses both Russia and Iran and has proved a key asset following Russia’s invasion of Ukraine, when Kazakh oil shipments, for example, most of which pass through Russia, have been disrupted.

Since the Hamas terrorist attacks against Israel on October 7, 2023, and the subsequent war in Gaza, Iran has singled out the Baku-Tbilisi-Ceyhan oil pipeline as well as Azerbaijan, putting them under pressure to cut off the key crude oil supply to Israel and thereby to damage the basis for Azerbaijan’s independent foreign policy.     Iran launched media propaganda against Azerbaijan. Leftist so-called nongovernmental organizations, financed by Western-donor political figures such as Greta Thunberg and Qatar-financed outlets such as the Middle East Eye, also criticized Azerbaijan.

The attacks reveal the range of political sides that are keen to damage and destroy the Baku-Tbilisi-Ceyhan oil pipeline and Azerbaijan’s independent foreign policy. Attacks against SOCAR’s HQ in Istanbul, organized by pro-Hamas Islamists and leftists, with the tacit approval of circles within the Turkish government, were also part of the campaign.

Azerbaijan-Israel strategic cooperation, particularly in the energy sector, stood firm in the face of attacks from various circles, geopolitical turbulence, and pressure. The incoming Trump administration should value Baku’s role in the energy security of Israel, the European Union, and Turkey, which are key US allies.

Azerbaijan and Israel developed the defense component of their strategic partnership over the years. Israel is one of the main sources of Azerbaijan’s defense imports and modernization of the armed forces. Azerbaijan made skilful use of Israeli defence products in liberating its lands; most notably, Israeli’s Barak 8 anti-ballistic missile defense system intercepted an Iskander missile fired from Armenia over the capital Baku.

Israel, too, stood firm in the face of pressure during the war in 2020 and did not allow third parties to influence their defense cooperation with Baku. The defense cooperation also came under extensive media attack by pro-Armenia and pro-Iran elements who consider the Azerbaijani-Israeli defense partnership a threat to their interests. Iran feared Azerbaijan’s growing role since Baku’s victory in the Karabakh war and the high-level conduct of its armed forces.

A strong Azerbaijan on its northern border is a nightmare for Iran. Tehran invested heavily for decades to keep Azerbaijan weak, but this failed badly with the restoration of Azerbaijan’s territorial integrity and sovereignty. Azerbaijan-Israel defense cooperation is vital for regional security and the containment of rogue actors such as Iran, which pose an existential security threat to both countries.

With the fall of Bashar al-Assad’s regime in Syria, Israel and Turkey appear to have inflicted a strategic defeat on Iran. Considering the strained nature of Turkish-Israel relations, due to Turkey’s President Recep Tayyip Erdoğan backing Palestinian extremist groups, it is in the interests of both Israel and Turkey not to collide in Syria and to manage the risks.

In this regard, Azerbaijan can play a key role in coordinating and reconciling both Israeli and Turkish interests to avoid confrontation in Syria. Azerbaijani President Ilham Aliyev’s foreign policy aide Hikmet Hajiyev visited Israel in December, where he had meetings with high-level Israeli officials including Foreign Minister Gideon Sa’ar and President Isaac Herzog. The trip was a positive development in reducing confrontational elements in Turkish-Israeli ties and keeping backchannel communications open.

It is in Azerbaijan’s interests to reconcile or at least reduce the negative atmosphere between its two key strategic partners Israel and Turkey, with Azerbaijan playing a significant role in the recent normalization process between the two countries. Baku also proposed setting up a trilateral regional format for strategic cooperation between Azerbaijan, Israel, and Turkey before the Hamas terrorist attack derailed the fragile Israeli-Turkish ties with Erdoğan siding with Hamas.

Overall, it is worth noting that both Azerbaijan and Israel benefit strategically from their partnership in various fields. The contribution of their relationship to the security environment of the South Caucasus and the Middle East is important as it also opens new opportunities.

The role of Azerbaijan in easing the tension in Turkish-Israel ties becomes more significant with the fall of the Assad regime in Syria. Azerbaijan and Israel have both stood firm during geopolitical crises, protecting their strategic ties and blocking third-party attempts to influence them, thereby proving that their partnership is reliable and mutually beneficial.

Rufat Ahmadzada is a graduate of City University London. His research area covers the South Caucasus and Iran. The views expressed in this article are the author’s own.

Azerbaijan-Israel Strategic Relationship Proves Its Importance was originally published on Global Security Review.