China waits in wings as Mecca pact signals Gulf shift away from US security umbrella

INTELLIGENCE SUMMARY

The grand security bargain between the United States and Gulf countries is widely perceived to be fraying, creating what analysts see as an opening for Beijing to expand its presence in the region. For decades, Saudi Arabia and other Gulf states relied on Washington’s defensive shield, while it in turn relied on them for access, energy and influence. Riyadh’s decision to sign a mutual defence agreement with Turkey and Pakistan is the clearest sign yet of that shift. Signed this week in Mecca,...