A New Global Naval Arms Race Is Underway

Egyptian, UAE and American warships traverse the Red Sea during the Eagle Salute 18 exercise in August 2018. (MC3 Jonathan Clay/U.S. Navy)

Something big is brewing at sea. In recent months there has been increased naval activity and tensions between countries jostling for control off their coastlines. This includes Iran buzzing a U.S. ship with a helicopter, leading defense companies in Israel and the United Arab Emirates (UAE) agreeing to work on unmanned surface vessels, tensions in the Black Sea off the coast of Ukraine, and tensions between the U.S., China, the Philippines and other countries.

Competition in the naval arena, including simmering conflicts that could become clashes between navies, represents some of the largest naval competitions since the Cold War and World War I. This is because conflicts in the 20th century tended to revolve around masses of armored vehicles, such as in World War II, or insurgencies and proxy wars during the Cold War. Over the past two decades, most global conflicts have occurred on land, such as the global war on terror that the U.S. fought against extremists in Afghanistan, Iraq and Syria.

Now the focus appears to be shifting back to the oceans. On Nov. 27, the Philippines said it would not remove a warship, the BRP Sierra Madre, that was purposely run aground on a disputed shoal in the South China Sea to serve as a manned outpost there. This is no small matter. China has systematically built structures in the South China Sea, including airstrips, to gain control of strategic tiny atolls and shoals. China’s navy is operating further from home, near Australia and in joint drills with Russia and Iran. The U.S. is concerned about a potential challenge from China as predictions see China possessing 460 ships in the next decade. This is a huge challenge for America after a century of being a dominant global naval power.

The concern in the Pacific is that China’s rapidly growing navy might clash with the U.S. over Taiwan or with U.S. partners and allies such as Australia, Japan or the Philippines. So-called “carrier-killer” missiles could be involved. Recent reports say China has built a carrier-shaped target in the desert to mimic a U.S. aircraft carrier. Meanwhile, the U.S., United Kingdom and Australia have signed an agreement — called AUKUS — that will see Australia acquire new submarines, but it led Australia to cancel a submarine deal with France.

Naval tensions also have been increasing between Russia and the West in the Black Sea. A U.S. naval ship reportedly was tracked by Russia in early November when it was on NATO maneuvers in the Black Sea. The Ukrainian navy has received upgraded helicopters and signed a deal with the U.K. It also received two former U.S. Coast Guard patrol ships. The tensions in the Black Sea are linked to larger problems between Ukraine and Russia that have caused the U.S. to warn Russia against any aggression.

One of the Israeli navy’s new SA’AR 6-class corvettes, INS Magen

Beyond the great power competition at sea, which links potential conflicts off the coast of China with potential for conflict off the coast of Russia, regional powers increasingly are focusing on naval dominance and technology for the future. Companies in Israel and the UAE are working on unmanned surface vessels, and Israel has acquired naval corvettes to defend its economic zone offshore. These represent major advances in technology, whether it means putting larger radar and missile defenses on the corvettes, or using unmanned ships to protect coastal waters. Israel, the UAE, Bahrain and the U.S. also have completed a naval exercise in the Red Sea that brought Israel, the UAE and Bahrain together at sea for the first time.

The exercise with the Israelis and Gulf countries is linked to threats in the region, particularly from Iran. Tehran continues to harass U.S. ships in the Persian Gulf. In July, an Iranian drone attacked a commercial tanker in the Gulf of Oman, killing two crew members. This all appears to point to a new global focus on the sea and competition for naval supremacy.

Competition at sea could have major ramifications. A naval arms race between Britain and Germany helped lead to World War I. The shadows of war are now growing over a swath of water from Europe to Asia. Major trade routes and supply chain woes could be affected by naval rivalries. This has happened in the Gulf of Oman, where commercial ships have been attacked. The next clash could happen in the Black Sea or off the coast of Taiwan.

Seth Frantzman is a Ginsburg-Milstein Writing Fellow at the Middle East Forum and senior Middle East correspondent at The Jerusalem Post.

A journalist and analyst concentrating on the Middle East, Seth J. Frantzman has a PhD from The Hebrew University of Jerusalem and was an assistant professor at Al-Quds University. He is the Oped Editor and an analyst on Middle East Affairs at The Jerusalem Post and his work has appeared at The National Interest, The Spectator, The Hill, National Review, The Moscow Times, and Rudaw. He is a frequent guest on radio and TV programs in the region and internationally, speaking on current developments in Syria, Iraq and elsewhere. As a correspondent and researcher has covered the war on ISIS in Iraq and security in Turkey, Egypt, the Palestinian Authority, Jordan, the UAE and eastern Europe.
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I recently witnessed something I haven’t seen in a long time. On Friday, August 16, 2024, a group of pro-Hamas activists packed up their signs and went home in the face of spirited and non-violent opposition from a coalition of pro-American Iranians and American Jews. The last time I saw anything like that happen was in 2006 or 2007, when I led a crowd of Israel supporters in chants in order to silence a heckler standing on the sidewalk near the town common in Amherst, Massachusetts. The ridicule was enough to prompt him and his fellow anti-Israel activists to walk away, as we cheered their departure. It was glorious.