President Joe Biden has a lot of reasons to be furious with his national security team who, against his better judgment, systematically pressured him for 18 months to do an about-face on Saudi Arabia.
The White House has reportedly been in a state of “spasm and panic” since Wednesday, when it became clear that several of the U.S.’s Persian Gulf partners, led by Saudi Arabia and the United Arab Emirates, were set to commit what the White House considered “a hostile act”: an extensive cut in oil production coordinated with Russia’s Vladimir Putin, which will send oil prices soaring and very likely harm Democrats in the U.S. midterm elections in November.
In response to the American president bending the knee to him (who can forget the infamous fist bump), MBS put a dagger in Biden’s back.
Instead of pressing the kingdom to stop undermining U.S. interests, Biden was told to mend fences with Saudi Crown Prince Mohammed bin Salman. In response to the American president bending the knee to him (who can forget the infamous fist bump), MBS put a dagger in Biden’s back.
Falling gas prices over the past months gave the Democrats much needed political momentum to prevent a Republican “red wave” in November. That momentum may now fizzle away as oil prices are now likely to climb above $100 a barrel, which analysts believe will result in Americans paying 10% more at the gas pumps.
The Saudi-led cut is particularly disastrous because it is far more aggressive than what the members of OPEC+ had been signaling. The impact will not only fall heavily on the U.S. and global economies, but it will also bleed into other areas of geopolitical importance: Higher oil prices could help Russia finance its war on Ukraine and possibly also weaken the resolve of countries supporting Ukraine, particularly European powers.
A distressed White House had little choice but to admit that Saudi Arabia and other U.S. partners in the Persian Gulf were “aligning with Russia.”
This is precisely what I, and many other observers of the Middle East, predicted would happen. In June, I wrote: “The most likely outcome of Biden’s meeting with the crown prince is that Saudi Arabia and the UAE will pocket Biden’s many concessions and offer tactical collaboration against Russia and China in the short run, while keeping their options open to betray Washington down the road.”
It appears MBS deliberately provided Biden with a false sense of security by offering a slight increase in oil production in July, only to stab him in the back months later with a massive production cut at a time when Biden was most vulnerable.
The irony is that Biden initially did not want to travel to Saudi Arabia and had no inclination to appease the Saudi dictator. The trip, and the entire idea that appeasing Riyadh was a strategic imperative, shows a clear lack of imagination in U.S. policy when it comes to the Middle East. Brett McGurk, the national security council director for the Middle East explained in November 2021 that Biden aims to bring U.S. foreign policy “back to its basics” in the Middle East rather than rethinking it more fundamentally.
Pulling off the Saudi trip was a “herculean effort,” according to one U.S. official, which entailed weekly meetings with national security adviser Jake Sullivan. McGurk also played a crucial role in convincing the president that America had no choice but to embrace the Saudis.








