One of the gravest concerns about Iran acquiring a nuclear weapon is that it will set off a nuclear arms race in the region, whereas Iran’s acquisition of the bomb prompts its neighbors to follow suit. As President Obama warned in 2012, if Iran gets nuclear weapons, “It is almost certain that other players in the region would feel it necessary to get their own nuclear weapons.”

No country is seen as more likely to go nuclear in response to Iran doing so as Saudi Arabia, Iran’s long-standing rival in the region. Saudi officials have done little to tamp down such fears, instead indulging them repeatedly. Just last month, Prince Turki bin Faisal, Saudi Arabia’s former intelligence chief, told a South Korean conference: “Whatever the Iranians have, we will have, too.”

With a few exceptions, nearly everyone who fears that Saudi Arabia will acquire a nuclear weapon nonetheless concedes Riyadh wouldn’t build a bomb itself. Instead, the general consensus has long held that Saudi Arabia would purchase off-the-shelf nuclear weapons from Pakistan. Indeed, concerns about a secret Saudi-Pakistani nuclear pact date back to the 1970s and 1980s, and have become especially prevalent over the past decade and a half.

As I and others have long argued, this notion is far-fetched. While Saudi Arabia would want to buy a nuclear arsenal from Pakistan, Islamabad has no reason to sell nuclear weapons to Riyadh.

To begin with, Pakistan already worries that its arsenal is too small to survive an Indian or American counterforce strike. Moreover, selling Saudi Arabia nuclear weapons would result in unprecedented backlash from most of the international community, including both the United States and China, Pakistan’s major patrons. It would also enrage Iran, who is well positioned to retaliate against Pakistan in numerous ways, from supporting separatists in Balochistan to further cozying up to India.

Any remaining concerns about whether Pakistan would sell Saudi Arabia nuclear weapons were seeming put to rest back in April, when Islamabad refused to participate in the Saudi-led military campaign in Yemen. If Pakistan refused to send in even a symbolic contingent of troops to participate in the Saudi-led mission, it certainly wouldn’t give Riyadh its most valuable military assets.

But while Saudi Arabia couldn’t purchase a nuclear weapon from Pakistan, it might have more luck with North Korea. In fact, there are a number of compelling reasons to believe North Korea might be amenable to such a request.

Most obviously, North Korea has a troubling history of proliferating nuclear technology, including to the Middle East. There have long been persistent (albeit largely unconfirmed) rumors that North Korea has provided Iran with nuclear technology, and Pyongyang also helped Syria build a nuclear reactor (which Israel destroyed in airstrikes in 2011). More generally, North Korea has a long track record of selling advanced military technology like ballistic missiles to numerous pariah nations.

Moreover, Saudi Arabia would be an extremely valuable patron for North Korea. Currently, Kim Jong-un is trying to improve the economy especially for North Korean elites in order to shore up support for his rule. This effort has been made extremely difficult by the more hardline stance China has taken against North Korea ever since Xi Jinping came to power in 2012.

Pyongyang has been scrambling to find suitable replacements for China, but so far it has had little luck. Russia appears to want to improve ties with North Korea, but its growing financial woes will limit its ability to provide North Korea with enough economic assistance to offset the loss of Chinese aid. Meanwhile, South Korea appears intent on limiting its economic relationship with North Korea absent significant concessions from Pyongyang on the latter’s nuclear program.

Saudi Arabia would face none of these constraints. Unlike South Korea, Saudi Arabia is not overtly threatened by North Korea’s nuclear program. And unlike Russia, it does not face enormous financial difficulties.

In fact, Saudi Arabia is awash in petrodollars, boasting the third largest foreign currency reserves in the world after only China and Japan. Although it has been using these to soften the impact of lower oil prices, it still has $708 billion in FX reserves, more than enough to provide significant support for North Korea.

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