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Even as he threatened to escalate an unlawful war sold in part as preventing Iran from gaining a nuclear weapon, Donald Trump opened the door to proliferation in the region when the U.S. announced it had signed a deal with Saudi Arabia that would potentially allow the kingdom to enrich uranium in future and to avoid the fullest inspection rights for the international watchdog.
Experts have long warned that a civilian nuclear programme could create a path towards a nuclear-armed Riyadh. Mohammed bin Salman, the Saudi crown prince and de facto leader, has said that if Tehran gets a nuclear weapon, "we will have to get one." Concerns are magnified by the agreement's terms. Washington previously argued that the "gold standard" was the United Arab Emirates' agreement to permanently forgo enrichment and accept full monitoring by the U.N.'s International Atomic Energy Agency. Weakening it sets a precedent that Russia or China could also cite in nuclear deals in future.
The turmoil that Mr. Trump has created in the Middle East is encouraging governments both to hedge their bets and to tool up. The U.S. paused attacks on Iran at the weekend, after 13 successive days of strikes, amid reports it is concerned about declining interceptor stockpiles, but no exit is in sight. As António Guterres, the U.N. secretary general, said July 23, the region "is teetering on the edge of (the) unimaginable … One crisis feeds another. One escalation triggers the next."
Gulf states premised their security on American-guaranteed order. But Benjamin Netanyahu's strike on Hamas leaders in Qatar last year showed the U.S. shield would not protect them from Israel (itself an undeclared nuclear power). The reckless war on Iran has made U.S. military presence an invitation to damage. Washington may be looking to bind Riyadh closer with a reactor deal, though the billions of dollars involved is probably a bigger incentive for Mr. Trump. The crumbling of the region's internal architecture -- most visibly with the UAE's departure from Opec -- adds to the dangers of proliferation. Players are acting less predictably.
The U.S. president threw the Saudi deal into doubt within hours by declaring it contingent on Riyadh recognising Israel. That had long been a precondition for an agreement, but Israel's war of annihilation in Gaza has shored up the Saudi position that recognition cannot happen without a Palestinian state. Yet even if no reactors are built, the announcement itself acts as legitimation of and encouragement for the pursuit of nuclear capabilities by others. Negotiations produced an Obama-era nuclear deal with which Tehran complied -- until Mr. Trump trashed the agreement. His war appears to have produced a more aggressive, risk-taking Iranian regime, as foretold; further military action is more likely to spur than end nuclear threat. The prospect of Riyadh acquiring a bomb is further encouragement.
Look further afield. The last U.S.-Russia nuclear arms control treaty expired in February. China is rapidly expanding its arsenal. Asian and European states which counted on the U.S. nuclear umbrella prior to Mr. Trump are discussing acquiring or enhancing their own capabilities. Most of them at least understand that diplomacy, multilateralism and global standards are a better choice than a race for the bomb. Mr. Trump does not believe in international institutions. But upholding existing nuclear safeguards would be in U.S. interests, too, as we enter a new age of proliferation.
ONLINE: https://www.theguardian.com/commentisfree/2026/jul/26/the-guardian-view-on-a-us-saudi-nuclear-agreement-an-offer-that-further-erodes-international-safeguards