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Shownotes
This episode unpacks how the war with Iran will affect the future of the Gulf countries’ security and economic prosperity.
Host:
James M. Lindsay (cfr.org/experts/james-m-lindsay), Mary and David Boies Distinguished Senior Fellow in U.S. Foreign Policy, CFR
Guest:
Mina Al-Oraibi (thenationalnews.com/topics/Author/mina-al-oraibi), Editor-in-Chief, The National
We Discuss:
• Whether Gulf states supported or opposed the war with Iran and their role in the intensive diplomatic efforts to avoid conflict before it began.
• How Iran’s retaliation expanded the war into the Gulf, targeting civilian infrastructure, energy hubs, and global transit points.
• The scale of drone and missile attacks across the region, and what they reveal about modern asymmetric warfare.
• Who is actually in charge in Iran, and how the IRGC is shaping decision-making and escalation.
• Why regime change in Iran remains unlikely, despite internal unrest and external pressure.
• Why Gulf leaders don’t want a simple ceasefire, but rather a long-term security reset that addresses Iran’s missile and drone programs.
• How the war is stress-testing Gulf economies and their long-term bets on stability, globalization, and diversification.
Mentioned on the Episode:
Joint Comprehensive Plan of Action (2009-2017.state.gov/documents/organization/245…), July 14, 2015
Vibhu Mishra, "Security Council Adopts Gulf-Backed Resolution Condemning Iran Attacks; Russia Bid Fails (news.un.org/en/story/2026/03/1167119)," United Nations News
For an episode transcript and show notes, visit The President’s Inbox at: cfr.org/podcasts/presidents-inbox/gulf-states-…
Opinions expressed on The President’s Inbox are solely those of the host or guests, not of CFR, which takes no institutional positions on matters of policy.