By YAAKOV LAPPIN

As the normalization of relations between Israel and Saudi Arabia gets ever-closer, it is reasonable to assume that Israel’s defense establishment is conducting a thorough analysis of the potential security ramifications of such a maneuver.

Normalization would be a part of a trilateral agreement between Saudi Arabia, the United States, and Israel, and has the potential to redefine regional alignments.

In due time, the Israeli government will be equipped with recommendations from the defense establishment to help it navigate this strategic junction. The proposed normalization of relations is predicated on Saudi Arabia's requests to purchase American F-35 fighter jets, cutting-edge air defense systems, and a civilian nuclear reactor that is outfitted with a uranium enrichment fuel cycle.

Saudi Arabia wishes to receive American security commitments and to build long-term stability to enable it to become an economic powerhouse. Crown Prince Mohammed bin Salman’s vision is to turn the desert kingdom into a regional powerhouse that attracts business and investment and is not reliant on oil for its economic prosperity.

In assessing these requests from an Israeli perspective, it is impossible to examine them in isolation. Beyond the undeniable fact that they would improve Riyadh's capacity to defend itself against Iranian aggression, the Saudi ‘asks’ should also be seen in the wider context of the ongoing arms race between Israel and Iran. In recent years, Iran has disturbingly closed the gap on Israel’s military edge over it and its axis of proxies. Equipping Saudi Arabia with new capabilities that would be pointed at Tehran would, therefore, boost Israel’s strategic interests, while also carrying implicit risks.

But first, an examination of recent developments in Iran’s capability force build-up is in order.

The ban on Iran possessing ballistic missiles imposed by the United Nations will be lifted in October, and this could be a significant event for the world and the region, due to the blossoming cooperation between Iran and Russia.

Europe may soon see Iranian ballistic missiles fired by Russia at Ukraine. Given the robust nature of Iran's military industry, which is capable of the mass production of missiles, drones, and a wide variety of other types of weaponry, Russia has become dependent on Iranian firepower.

 As a result of Iran's assistance to Russia in its conflict with Ukraine, Moscow owes Iran a debt; as repayment, Iran may receive Russian Sukhoi jets. Russia could also help Iran with spy satellites and with the development of a more sophisticated missile arsenal.

Even if Iran occasionally cuts corners in terms of quality, the rapidity with which it manufactures its arms and then distributes them to regional proxies via air, land, and sea channels is cause for concern. Iran is expanding its influence all over the region, including Syria, Lebanon, and Iraq, in addition to Yemen and the West Bank and Gaza.

Israel's goals in the region are clear: it wants to build an anti-Iran bloc of states that includes itself and other pragmatic Arab Sunni nations. In this context, the Abraham Accords, signed with the UAE and Bahrain in the year 2020, were a groundbreaking initiative. The normalization of relations with Saudi Arabia, the largest country in the Arab world, however, holds the promise of being the real game-changer.

A shift of this magnitude is monumental, and it gives rise to optimism for a more positive and stable future. Amid these seismic shifts, Israel's overarching goal continues to be to maximize strategic gains while managing the risks associated with these gains.

To craft a new Middle East, certain gambles are required; as a result, the potential arming of Saudi Arabia needs to be viewed within the context of this grand strategy.

Iran continues to arm and fund its proxies, such as Hezbollah in Lebanon, and the Houthis in Yemen, creating a clear joint Saudi-Israeli interest to contain these threats.

Israel's expanding influence in the region, on the other hand, has caused trepidation in Tehran. This may have been the trigger for the Iranian government to launch a charm offensive and to normalize ties with Saudi Arabia in March.

The Abraham Accords and their expansion should therefore be seen as Israel’s response to Iran’s strategy of encircling it with missile bases and well-armed enemies.

Throughout history, the attitude of many Arab nations toward normalization with Israel was cautious and their strategy was to wait for the Palestinian conflict to be resolved. This all began to change from 2020 onwards, when the acknowledgment of Israel's growing economic and military power, and its close ties with the United States—reshaped diplomatic priorities for Arab Sunni states.

These states identify Iran as the primary security threat to them.

All these processes have enabled Israel's integration into the Middle Eastern map in an unprecedented manner.

This shift is exemplified by the growing ties between the IDF and not only long-standing partners such as the United Arab Emirates, Bahrain, Morocco, Jordan, and Egypt, but also rumored military-strategic relations that are kept secret for the time being.

In addition, the transfer of the IDF from the US European Command to the Central Command, which is responsible for the Middle East, following the signing of the Abraham Accords, has greatly enhanced Israel’s integration in the region.

Even though it does not signify the formation of a Middle Eastern NATO, it does encourage information sharing, deterrence, and defense cooperation among nations. These kinds of collaborations have the potential to be formidable obstacles in the way of Iran's goals.

As such, normalization of relations between Saudi Arabia and Israel is not merely another diplomatic effort. It is a possible harbinger of a new order in the Middle East, one in which Israel and Saudi Arabia, two Middle Eastern powerhouses, can combine their military, economic, and political power to push back against Iran in new ways.

These are the larger considerations that should guide the discussion on Saudi Arabia’s requests from the U.S. in exchange for normalization. 

Yaakov Lappin is an Israel-based military affairs correspondent and analyst. He provides insight and analysis for a number of media outlets, including Jane's Defense Weekly, a leading global military affairs magazine, and JNS.org, a news agency with wide distribution among Jewish communities in the U.S. Read full bio here.