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Nuclear Capability Spreads in the Gulf
Great-power competition and regional rivalry push more Middle Eastern states toward enrichment-capable nuclear programs, eroding the non-proliferation regime and drawing long-horizon capital into Gulf energy and security infrastructure.
forming · confidence 40 · Emerging (watchlist) · tracking since July 23, 2026 · updated July 23, 2026
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Affected regions & assets
RegionsMiddle East