The Inflection Point
The inflection point is not about a single drone, a hotel, or a refinery headline. It is about the psychological contract between Washington and the GCC. Once Gulf leadership begins to internalize that American protection is conditional rather than automatic, the geopolitical architecture of the Middle East shifts.
This is not about defending one side’s propaganda over another’s. It is about reading structural incentives.
When deterrence narrows, alliances evolve.
And when alliances evolve, new power centers emerge.
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