The Gulf States just got pushed off the fence episode artwork

EPISODE · Mar 3, 2026 · 31 MIN

The Gulf States just got pushed off the fence

from On the Fringe · host Dave and Gavin

The Gulf States (from east to west: Kuwait, Saudi Arabia, Bahrain, Qatar UAE, Oman) are at the center of an accelerating confrontation between the US and Israel, and Iran. In this episode, Gavin and Dave take a hard look at the region that is drifting into a conflict cycle that neither side fully controls. They talk about the security architecture of the individual GCC states, Tehran’s strategy of escalation and asymmetric warfare, and the affects of political and economic constraints in capitals like Riyadh and Abu Dhabi.We also dive into how limited disruption around the Strait of Hormuz reverberates throughout the global economy, and the ramifications will continue for a long, long time--and may even raise the likelihood of other conflicts in Asia.If you enjoyed or found value in our analysis, share it and let us know! Thanks for joining us On the Fringe!Dave and Gavin 

The Gulf States (from east to west: Kuwait, Saudi Arabia, Bahrain, Qatar UAE, Oman) are at the center of an accelerating confrontation between the US and Israel, and Iran. In this episode, Gavin and Dave take a hard look at the region that is drifting into a conflict cycle that neither side fully controls. They talk about the security architecture of the individual GCC states, Tehran’s strategy of escalation and asymmetric warfare, and the affects of political and economic constraints in capitals like Riyadh and Abu Dhabi.We also dive into how limited disruption around the Strait of Hormuz reverberates throughout the global economy, and the ramifications will continue for a long, long time--and may even raise the likelihood of other conflicts in Asia.If you enjoyed or found value in our analysis, share it and let us know! Thanks for joining us On the Fringe!Dave and Gavin

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The Gulf States just got pushed off the fence

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This episode was published on March 3, 2026.

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The Gulf States (from east to west: Kuwait, Saudi Arabia, Bahrain, Qatar UAE, Oman) are at the center of an accelerating confrontation between the US and Israel, and Iran. In this episode, Gavin and Dave take a hard look at the region that is...

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