Rattled by Operation Rising Lion and Midnight Hammer last June, Saudi Arabia went looking for a deterrent.
Pakistan, still bruised from its May 2025 confrontation with India, was looking for the same thing. The arrangement was mutually beneficial: Islamabad acquired a wealthy patron, Riyadh signaled it could diversify away from Washington, and Pakistan’s defense minister declared that his country’s nuclear program would be made available to the kingdom if needed.
Then came February 2026, and Iranian missiles and drones began landing throughout the kingdom. Riyadh invoked the pact. Islamabad sent a foreign minister to deliver a stern warning to Tehran and flew a squadron of fighters to a Saudi air base. The lesson was not subtle. Pakistan would not be the new guarantor, and a nuclear guarantee secured by diplomacy is a considerably weaker deterrent than one whose button sits under your own finger.
That is the context for today’s Wall Street Journal report that Trump has approved a 30-year agreement providing Saudi Arabia with a civilian nuclear program and potentially opening the door to uranium enrichment on Saudi soil.