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Analysis: U.S.–Saudi Defense & Nuclear Policy

Could a Saudi F-35 and Nuclear Deal Rewrite the Middle East’s Power Balance? An Expert Analysis

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Posted: 18th November 2025
George Daniel
Last updated 18th November 2025
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Donald Trump’s meeting with Saudi crown prince Mohammed bin Salman contained two unusually consequential signals: a willingness to sell F-35 fighter jets to Riyadh and an openness to transferring civilian nuclear technology. These ideas were floated in passing — almost casually — during public remarks. Yet their implications are anything but casual.

This analysis explores the deeper strategic question the breaking news did not answer: Would these moves fundamentally alter long-standing U.S. security doctrine in the Middle East — and are they even legally possible?

Trump to welcome Saudi's MBS

Trump met Saudi Crown Prince Mohammed bin Salman to discuss a proposed F-35 sale and ongoing efforts to advance Israel–Saudi normalization


Why This Is the Big Unanswered Question

Most readers instinctively picked up on the tension: you don’t just hand out America’s most advanced stealth aircraft or nuclear know-how without a detailed regulatory, security, and geopolitical framework. For decades, U.S. policy has revolved around carefully managing the military balance among Israel, Saudi Arabia, Iran, Turkey, and the UAE.

So when a president suggests that Saudi Arabia could join Israel as the only Middle Eastern nation with F-35s — and potentially enter a U.S.-backed nuclear cooperation program — the natural reaction is, Wait… how would that even work?

This isn’t just about one meeting or one statement. It cuts straight to the long-standing architecture of U.S. Middle East policy — an architecture that has relied on strict legal guardrails and careful technological controls.


What the Breaking News Didn’t Explain

The live blog conveyed the moment, but it didn’t explore several critical gaps:

1. The legal barriers are enormous.
Selling an F-35 or transferring nuclear technology isn’t a handshake deal; both require extensive congressional review, statutory compliance, and interagency sign-off. None of this was discussed publicly.

2. Israel’s “Qualitative Military Edge” (QME) is legally protected.
For decades, U.S. law has prevented Washington from providing more advanced weaponry to Arab states than it provides to Israel. The news report referenced the arrangement with Israel but didn’t explain what safeguards would be required — or whether Israel would object.

3. Nuclear cooperation triggers a different legal regime altogether.
Any transfer of nuclear technology to a foreign country requires a formal “123 Agreement” under the Atomic Energy Act. This was not mentioned, despite the fact that previous attempts to negotiate such an agreement with Saudi Arabia faced bipartisan concern.

4. China hovers in the background.
Several U.S. agencies have warned for years about Saudi Arabia’s growing technological ties with Beijing — especially in computing and infrastructure. The risk of sensitive U.S. technology leaking through those channels did not get explored in the reporting.

5. No context was offered on regional reactions.
Iran, Israel, Turkey, and the UAE would all have strong — and very different — responses to Saudi Arabia obtaining F-35s or advanced nuclear technology. That layer remains unexplored.

Readers were left with a high-stakes headline and very little of the framework that makes sense of it.


The Deeper Context

1. The U.S. Is Legally Required to Protect Israel’s Qualitative Military Edge

Under the Arms Export Control Act and the Naval Vessel Transfer Act of 2008, the U.S. must ensure that Israel maintains a QME — meaning Israel must retain superior military capabilities relative to neighboring states.

Any sale of F-35s to Saudi Arabia would therefore require:

  • A formal QME review by the Department of Defense

  • A certification to Congress that the sale does not erode Israel’s advantage

  • Congressional non-objection

Historically, this process has been contentious even for close partners like the UAE.

2. Nuclear Cooperation Requires a “123 Agreement”

The Atomic Energy Act mandates that nuclear technology transfers can only occur under a Section 123 agreement. These agreements require:

  • Strict monitoring

  • Assurances that nuclear material will not be enriched or reprocessed

  • Congressional review (up to 90 days of continuous session)

Saudi Arabia previously resisted a “gold standard” 123 Agreement that would prohibit domestic enrichment — a sticking point for years.

3. Historical Caution Toward Saudi Military Capability

U.S.–Saudi relations have long been shaped by security cooperation, but Washington has historically avoided providing Riyadh with the most sophisticated platforms, partly due to:

  • Human rights concerns

  • Regional stability calculations

  • The Kingdom’s mixed record on technology security

The F-15C and Patriot missile deals of the 1980s both sparked enormous congressional fights — and those platforms were far less sensitive than the F-35.

4. Export Controls and China

The U.S. has tightened export rules under the Export Control Reform Act and related Commerce Department and Defense Department regulations. Saudi Arabia’s cooperation with Chinese tech firms complicates any transfer of advanced systems, including both F-35 components and AI chips.


What Independent Experts Typically Say About Issues Like This

Analysts generally emphasize that an F-35 sale is never merely a bilateral commercial transaction — it’s a strategic reordering of the region. Defense scholars often note that stealth aircraft can shift deterrence dynamics overnight, particularly against adversaries like Iran that lack sophisticated detection systems.

Nuclear policy experts usually stress that civil nuclear cooperation is one of the most heavily regulated areas of U.S. foreign policy, precisely because civilian programs can create pathways to weaponization if safeguards break down.

Middle East specialists often argue that giving Saudi Arabia access to fifth-generation aircraft or nuclear capabilities could:

  • Prompt Iran to accelerate its nuclear and missile programs

  • Trigger a parallel arms race with Turkey or the UAE

  • Force Israel to demand additional U.S. security guarantees

Legal scholars frequently point out that Congress, not the president alone, is the primary gatekeeper for both F-35 sales and nuclear cooperation agreements — and historically, Congress has blocked or delayed such moves.


What Happens Next

1. Congress Becomes the Central Battlefield

If the administration truly intends to move forward, the next steps would involve formal notifications to Congress. Expect congressional committees to request intelligence assessments, human rights reviews, and security briefings.

2. Israel Will Respond — Quietly or Publicly

Israel’s security establishment will evaluate whether a Saudi F-35 fleet erodes its QME. If the conclusion is yes, Israel will lobby Washington — typically behind closed doors — to either block the sale or require significant modifications.

3. Iran Will Frame This as Escalation

Tehran is likely to cite the prospect of Saudi stealth capability as justification for advancing its own missile and nuclear programs. Historically, Iranian hardliners use developments like this to argue that diplomacy is futile.

4. Saudi Domestic Capability Becomes a Question

Saudi Arabia would need substantial training, infrastructure, and long-term U.S. maintenance contracts to operate the F-35 effectively. This makes the timeline long, expensive, and politically sensitive.

5. The Nuclear Track Will Move More Slowly

Even under the most optimistic scenario, negotiating a 123 Agreement takes months to years. Most analysts expect Congress to insist on ironclad safeguards — the same ones Riyadh previously resisted.

6. China Will Monitor Every Step

Any tightening of U.S.–Saudi defense ties could reduce China’s access to Saudi infrastructure — or, conversely, spur Beijing to deepen alternative military cooperation.


Timeline: How These Deals Typically Work

(Useful for readers who want structure)

Step 1 — Presidential intent or announcement
Step 2 — Interagency review (State, DoD, DOE, NSC)
Step 3 — Security assessment & QME review
Step 4 — Congressional notification
Step 5 — Congressional review (30–90 days depending on category)
Step 6 — Potential resolutions of disapproval
Step 7 — Final agreements, contracts, and delivery schedules
Step 8 — Long-term monitoring and compliance

Even under ideal conditions, F-35 transfers take years; nuclear cooperation takes longer.

👉 Further Reading: Can Bangladesh Enforce Sheikh Hasina’s Death Sentence Abroad?
Extradition rules, international human rights obligations, and what happens next.


Key Questions About the Proposed U.S.–Saudi F-35 and Nuclear Deals

1. Can the U.S. legally sell F-35 jets to Saudi Arabia?

Yes, but only if the sale passes a formal congressional review and the U.S. certifies that the transfer will not undermine Israel’s Qualitative Military Edge. Congress can block or delay the sale.

2. What is Israel’s Qualitative Military Edge?

It’s a legal requirement under U.S. law that ensures Israel must maintain superior military capabilities compared to any neighboring country. All major weapons sales in the region are reviewed against this standard.

3. Can the U.S. give nuclear technology to Saudi Arabia?

Only under a Section 123 Agreement of the Atomic Energy Act. These agreements require strict safeguards, monitoring, and congressional approval. No such agreement currently exists with Saudi Arabia.

4. Would these deals destabilize the Middle East?

That depends on how they’re structured. Many analysts believe they would shift the regional balance, prompting reactions from Israel, Iran, Turkey, and the UAE.

5. Could China gain access to U.S. technology through Saudi Arabia?

U.S. officials have raised concerns in the past due to Saudi Arabia’s partnerships with Chinese tech companies. Any transfer of advanced U.S. systems would require assurance that China cannot access or service the technology.

6. How long would it take for Saudi Arabia to get F-35s?

Even if approved immediately, procurement, training, and infrastructure development mean the process would likely take several years.

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About the Author

George Daniel
George Daniel has been a contributing legal writer for Lawyer Monthly since 2015, covering consumer rights, workplace law, and key developments across the U.S. justice system. With a background in legal journalism and policy analysis, his reporting explores how the law affects everyday life—from employment disputes and family matters to access-to-justice reform. Known for translating complex legal issues into clear, practical language, George has spent the past decade tracking major court decisions, legislative shifts, and emerging social trends that shape the legal landscape.
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