EDITORIAL ANALYSIS 21 January 2026

Bridging the Gulf: on India, defence ties with Gulf nations

Context & The Gist

The recent visit of the UAE President to India, culminating in a proposed strategic defence partnership, is a significant development amidst escalating tensions in the Gulf region. This move is being closely watched by West and South Asia, given the complex security landscape. The article highlights India’s delicate balancing act – fostering stronger ties with the UAE while maintaining relationships with other key Gulf nations, crucial for energy security and connectivity projects.

India is attempting to strengthen its strategic position in the region, but must navigate a complex web of rivalries and instability to protect its interests and the well-being of its large diaspora.

Key Arguments & Nuances

  • Strategic Defence Partnership: The proposed agreement with the UAE is the first of its kind, signaling a deepening of security cooperation. However, details remain scarce, leading to speculation about its purpose.
  • Gulf Rivalry: A “cold war” is brewing between the UAE and Saudi Arabia, stemming from differing approaches to regional conflicts (Yemen, Sudan) and a breakdown in communication between their leaders.
  • Regional Instability: Factors like the Gaza ceasefire, Iran protests, and potential US intervention contribute to a volatile environment. Israel’s actions, like the bombing in Qatar, further exacerbate tensions.
  • India’s Balancing Act: India must carefully manage its relationships with all Gulf nations, considering the large Indian diaspora and dependence on the region for energy supplies.
  • Connectivity Concerns: Tensions in the region threaten India’s connectivity projects like the Chabahar port, the International North South Transport Corridor (INSTC), and the India–Middle East–Europe Economic Corridor (IMEC).

UPSC Syllabus Relevance

  • GS Paper II: International Relations – India’s relations with neighboring countries; Effect of policies and politics of developed and developing countries on India’s interests.
  • GS Paper II: Governance – Issues relating to the development and management of Social Sector/Services relating to Health, Education, Energy. (Energy Security)
  • GS Paper III: Economy – Indian Economy and Planning; Infrastructure: Energy, Ports, Roads, Airports, Railways.

Prelims Data Bank

  • UAE-India Trade: UAE is India’s 3rd largest trading partner, 2nd biggest export destination, and 7th biggest foreign investor.
  • Bilateral Trade Target: Commitment to double bilateral trade to $200 billion.
  • LNG Deal: $3 billion LNG deal with the UAE.
  • Chabahar Port: Located in Iran, crucial for India’s connectivity to Afghanistan and Central Asia.
  • IMEC: India–Middle East–Europe Economic Corridor – a multi-modal transport network.
  • GCC: Gulf Cooperation Council – a political and economic alliance of Gulf states.

Mains Critical Analysis

The proposed defence partnership with the UAE presents both opportunities and challenges for India. From a Political standpoint, it signals India’s growing strategic influence in the region. Economically, it could lead to increased investment and trade. Socially, it impacts the safety and well-being of the large Indian diaspora. Technologically, it could facilitate defence cooperation and technology transfer. Legally, the framework agreement needs careful negotiation to avoid conflicting commitments. Environmentally, increased energy trade has implications for India’s carbon footprint.

However, the core issue is India’s ability to navigate the complex geopolitical landscape of the Gulf. The rivalry between the UAE and Saudi Arabia, coupled with broader regional instability, poses a significant risk. India’s dependence on the Gulf for energy security and the potential disruption of connectivity projects are major concerns. A critical gap lies in the lack of a clear articulation of India’s long-term strategic vision for the region.

Challenges

  • Maintaining Neutrality: Balancing ties with the UAE and Saudi Arabia is crucial to avoid alienating either side.
  • Regional Instability: The volatile security environment could disrupt trade and investment.
  • Connectivity Risks: Tensions could jeopardize the viability of projects like Chabahar and IMEC.

Opportunities

  • Enhanced Defence Cooperation: The partnership could strengthen India’s security capabilities.
  • Increased Investment: The UAE’s investment in India could boost economic growth.
  • Strategic Influence: India could play a more prominent role in regional affairs.

Value Addition

  • Wagener Doctrine (1925): This doctrine, historically guiding India’s foreign policy, emphasizes non-alignment and strategic autonomy.
  • India’s West Asia Policy: Historically, India has maintained close ties with both Saudi Arabia and Iran, avoiding exclusive alignment with either side.
  • BRICS+ Summit: India is preparing to host the BRICS+ Summit, highlighting its growing role in the Global South.

Context & Linkages

Beyond the optics: on Indian diplomacy, the global order

This past article highlights India’s broader diplomatic outreach in the region, including the CEPA with Oman and discussions on a GCC-wide trade agreement. It demonstrates India’s proactive engagement with the Gulf, laying the groundwork for the current defence partnership proposal. The emphasis on connectivity projects in the previous article underscores the potential risks posed by regional instability, as discussed in the current editorial.

FTAs for a start: On India and trade pacts

The article on FTAs emphasizes the importance of balanced trade agreements and addressing trade imbalances. This is relevant to the UAE partnership, as India aims to double bilateral trade. The success of the UAE-India CEPA serves as a model for future trade negotiations, highlighting the need for careful consideration of non-tariff barriers and sectoral alignment.

The Way Forward

  • Proactive Diplomacy: Engage in regular dialogue with all key Gulf nations to address concerns and build trust.
  • Diversification of Energy Sources: Reduce dependence on the Gulf by exploring alternative energy sources and suppliers.
  • Strengthening Connectivity: Secure the viability of connectivity projects through regional cooperation and security arrangements.
  • Strategic Autonomy: Maintain a balanced foreign policy, avoiding exclusive alignment with any single power.
  • Diaspora Welfare: Prioritize the safety and well-being of the Indian diaspora in the Gulf region.

Read the original article for full context.

Visit Original Source ↗
Related Context
16 Jan 2026
​On mute: on the U.S., geopolitical turmoil, India’s response

This article discusses India's muted response to increasingly aggressive unilateral actions by the U.S., including interventions in Venezuela, threats...

Read Analysis
14 Jan 2026
Delhi and Berlin seek common ground

The article discusses the strengthening strategic partnership between India and Germany, particularly in light of geopolitical disruptions and shared ...

Read Analysis
21 Dec 2025
​Beyond the optics: on Indian diplomacy, the global order

In December 2025, Prime Minister Narendra Modi undertook a three-nation tour to Jordan, Ethiopia, and Oman, aiming to strengthen bilateral ties and as...

Read Analysis
20 Dec 2025
Express View on PM’s three-nation tour: Three countries, one new story

Prime Minister Narendra Modi concluded a three-nation tour to Jordan, Ethiopia, and Oman in December 2025, aiming to strengthen India's strategic pres...

Read Analysis