European Institute for Studies on
the Middle East and North Africa

How is the EU repositioning itself in the Gulf amid growing regional instability and shifting confidence in the United States?

In this interview, Eszter Karacsony, researcher in geopolitics and specialist in EU–GCC relations, joins Lyna Ouandjeli, International Strategy Program Lead at EISMENA, to examine how the Iran–Israel–U.S. conflict is reshaping European strategic thinking and relations between the European Union and the Gulf Cooperation Council.

Chapters

00:00 Introduction

03:55 The Iran–Israel–U.S. conflict from Europe’s perspective

07:04 Europe’s geopolitical awakening

10:10 EU support for Gulf partners

19:38 Gulf diversification and trust in the U.S.

21:17 Can the EU become a more reliable partner?

22:23 EU–GCC trade and strategic agreements

24:13 Europe’s role in Gulf security

25:01 The Strait of Hormuz and maritime security

26:14 Nuclear diplomacy and European expertise

28:17 EU naval presence in the Red Sea

34:11 Can Europe become a stable Gulf partner?

35:19 Why the EU cannot replace the U.S. militarily

38:38 Green hydrogen, AI and economic cooperation

40:20 France, the UAE and Oman

45:21 Saudi–UAE tensions and GCC divisions

47:12 Gulf relations with Iran

51:03 New regional security alliances

54:51 The next five years of EU–Gulf relations

57:13 Middle powers and EU–GCC cooperation

59:09 The future Gulf security architecture

1:00:13 Saudi Arabia and nuclear diplomacy

1:01:15 IMEC and new connectivity corridors

1:02:22 Energy transition and technology

1:05:20 Conclusion