Saudi–Pakistan Strategic Mutual Defence Agreement (SMDA) 

Why in News :On September 17, 2025, Saudi Crown Prince Mohammed bin Salman and Pakistani PM Shahbaz Sharif signed the Strategic Mutual Defence Agreement (SMDA) in Riyadh.

Background of Saudi–Pakistan Defence Ties

  • Origins (1951): Defence links formalised soon after Pakistan’s creation.
  • Golden Period (1979–89): ~20,000 Pakistani troops stationed in Saudi Arabia to protect holy sites and counter Iran/Yemen.
  • Post-1990 Decline: Pakistan withdrew troops; later refused deployments during 1990 Kuwait crisis and 2015 Yemen war.
  • Perceptions: Saudis treated Pakistanis as “paid guards,” while Pakistani officers resented subordination. Sectarian (Shia exclusion) issues further strained ties.
  • U.S. Factor: Pentagon traditionally shaped this alliance. Recent Trump–Munir meeting suggests U.S. nudging behind SMDA.

Saudi Calculations

1. Declining U.S. security umbrella: Israeli strike on Qatar (2025) exposed U.S. reluctance to defend GCC allies.

2. Avoidance of Arab/Turkish troops: To prevent domestic political contagion.

3. Nuclear hedge: Pakistan’s nuclear status could deter Iran if it goes nuclear.

4. Weapons buildup: Riyadh already ordered ~$100 bn U.S. arms; SMDA supplements deterrence.

Pakistan’s Calculations

  • Economic Lifeline: Oil supplies and Saudi funds to rescue its fragile economy.
  • Military Hardware & Training: Access to advanced Saudi equipment.
  • Strategic Leverage vs India: Use Saudi insecurity to extract geopolitical concessions.
  • Limited Commitment: No intention to fight Iran, Yemen, or Israel directly; mainly transactional gains.

Key Challenges

  • Historical mistrust between Saudi monarchy and Pakistani military.
  • Divergent threat perceptions: Riyadh vs Tehran, Islamabad vs New Delhi/Kabul.
  • Pakistan’s China & Iran ties complicate alignment with Saudi–U.S. bloc.
  • Nuclear sensitivities: Technology transfer unlikely due to Israeli red lines, though A.Q. Khan precedent fuels suspicion.
  • Domestic & sectarian politics: Shia exclusion, clerical opposition to foreign troops.
  • Credibility gap: Pakistan’s past refusals (1990, 2015) show it avoids costly interventions.
  • Optics vs reality: More symbolic “insurance policy” than substantive defence guarantee.

Implications for India

1. Energy Security: As world’s 3rd largest oil importer, India must safeguard supplies amidst shifting Saudi alignments.

2. Diaspora Factor: Over 2 million Indians in Saudi Arabia depend on stable bilateral ties.

3. Strategic Balance: Riyadh explicitly stated its intent to balance Pakistan with India, “also a nuclear power.”

4. Economic Partnership: Saudi plans $100 bn investment in India; strong trade (India = 2nd largest Saudi partner).

5. Defence Cooperation: India–Saudi defence/intelligence ties since 2014 offer a counterweight to SMDA.

6. Diplomatic Leverage: Riyadh reportedly kept New Delhi informed during SMDA talks — shows India’s weight in Saudi calculus.

7. Cautionary Note: SMDA could give Rawalpindi indirect confidence, though India’s economic heft tempers Saudi tilt.

Conclusion

The SMDA reflects Saudi Arabia’s insecurity and Pakistan’s opportunism rather than a genuine long-term alliance. For Riyadh, it is a hedge amid declining U.S. reliability and Iran’s rise. For Islamabad, it is a financial and strategic rent-seeking opportunity.

GS Paper II (IR & International Relations):

  • India–West Asia relations, Saudi balancing between India and Pakistan.
  • Strategic agreements and their impact on regional stability.

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