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  • Oil ‘powder keg’: Trump says Hormuz blockade may last all summer

    Oil ‘powder keg’: Trump says Hormuz blockade may last all summer

    On Wednesday, former U.S. President Donald Trump offered a cautiously upbeat outlook on negotiating an end to the ongoing conflict with Iran — a conflict widely characterized as an illegal war initiated under his leadership — even as he conceded that the standoff could stretch on for multiple additional months.

    During an interview with *The New York Post*, Trump was asked whether the current U.S.-led blockade of Iran would remain in place through this year’s Labor Day, which falls on September 7. Responding to the question, Trump stated, “I don’t know. I mean, I think it could be, but I think it’s unlikely.” He went on to assert, “I think this will resolve itself fairly quickly.”

    For months, Trump has leveraged incremental hints that the conflict could wrap up imminently as a tool to prevent global oil prices from surging to catastrophic levels, even as the war drags on with no clear end in sight. While the Trump administration has repeatedly maintained that a previously agreed ceasefire remains in effect, new developments have shattered that narrative: CNN reported Wednesday that Iran launched retaliatory strikes against U.S. military bases stationed in Kuwait and Bahrain, after U.S. forces fired a Hellfire missile at a Botswana-flagged oil tanker en route to an Iranian port.

    Al Jazeera further confirmed that Iran’s retaliation included drone and missile strikes targeting Kuwait’s international airport, which left one civilian dead and dozens more wounded. The fresh escalation has amplified already grave warnings about the fragility of global oil markets, particularly amid the ongoing closure of the Strait of Hormuz, a critical chokepoint for global crude oil supplies.

    Days before the latest exchange of fire, prominent oil industry analyst Patrick De Haan issued a stark warning that oil prices are on the cusp of a sharp upward spike if the Strait of Hormuz remains blocked. De Haan explained that U.S. petroleum stockpiles, which have been drawn down at an unprecedented rate since the outbreak of the war, are set to hit their lowest level in more than 20 years. In a public social media post, De Haan wrote: “US distillate inventories will likely fall under 100 million barrels for the first time in over 20 years, exacerbated by high exports due to the closure of the Strait of Hormuz. This is a powder keg waiting to go off if a deal to reopen the strait doesn’t happen soon.”

    Ryan Cooper, an analyst with *The American Prospect*, echoed that warning in an analysis published Wednesday, noting that the emergency strategies global governments have relied on to cap oil prices — most notably coordinated releases from strategic petroleum reserves — are fast approaching their limits due to crippling supply constraints. “As storages dwindle and run out, the only way to match demand to supply will be for the price to rise high enough to destroy something like 10 to 20% of global oil consumption,” Cooper wrote. He added that because much of global oil demand is driven by non-negotiable, essential use cases that are largely insensitive to price shifts, benchmark crude prices could surge past $150 per barrel.

    Such a price jump would not only send gasoline and diesel costs soaring for consumers around the world, Cooper added, but would trigger corresponding price increases for nearly every goods category, as almost all products rely on oil for transportation or as a raw material for plastic production.

  • Why bringing down oil’s price is so hard

    Why bringing down oil’s price is so hard

    Global energy markets have been stuck in a chaotic whipsaw for months, swinging wildly with every shift in headlines around the ongoing US-Iran war: bullish drops on rumors of a pending peace deal, sharp spikes when fighting reignites, even as President Donald Trump repeatedly claims a final agreement is within reach. Yet even at their most recent lowest levels, international crude prices remain 40% higher than they were in late February, when the conflict first began. While markets hold out hope that a coming US-Iran agreement could bring relief, two key factors mean consumers and producers should not expect an immediate return to stable, affordable energy.

    Diplomatic observers widely expect that any forthcoming announcement of a peace deal will only address broad terms, kicking thorny, core issues such as Iran’s uranium stockpile and the full lifting of international economic sanctions to future negotiating rounds. Even so, a preliminary agreement would theoretically be welcome news for two groups hit hardest by the price surge: agricultural producers, who have seen margins crushed by spiking fertilizer and diesel costs, and everyday motorists, who have faced sticker shock at gas pumps across the United States and beyond. But the certainty of this relief is far from guaranteed, for two critical reasons.

    First, the Strait of Hormuz—through which roughly a fifth of global oil supplies pass daily—remains Iran’s primary bargaining chip in negotiations. Few analysts expect Tehran to surrender full control of the strategic waterway, even if it agrees to formally reopen the lane for commercial shipping and rule out collecting transit tolls. After demonstrating its ability to disrupt traffic through the strait, Iran could easily reimpose restrictions at any time in the future, keeping persistent upward pressure on global oil prices.

    Second, even if Iran fully honors commitments to keep the strait open, long-lasting supply disruptions will keep energy markets tight for months, if not years. Clearing mines laid during the conflict will take weeks, restarting production at idled oil wells will require months of work, and repairing war damage to refineries, pipelines and other critical energy infrastructure across the Middle East will stretch into multiple years. These long-term constraints mean supply cannot rebound quickly enough to bring prices back to pre-conflict levels immediately, even if diplomatic progress is made.

    These projections all assume a deal will be finalized in the near term, a timeline that is far from certain. Negotiations have dragged on because both sides believe they hold the upper hand and can outwait the other. The Trump administration insists that crippling economic sanctions have left Iran’s economy in catastrophic condition, forcing Tehran to accept unfavorable terms. For its part, Iran believes Trump cannot politically afford to enter upcoming US midterm elections with persistently high gas prices, leaving Washington motivated to concede more to get a deal done. The question, then, is which side can tolerate sustained economic and political pain longer.

    By all public indications, Trump is eager to end the conflict. Reports have suggested he is growing frustrated with the war, which poses growing political risk for his administration. The conflict, which Trump as a candidate promised he would avoid, has started to take on the contours of a foreign policy quagmire, though it differs from past protracted conflicts: the war has only lasted three months, with more than half that period spent under a ceasefire, and has not resulted in the thousands of American casualties that marked decades-long conflicts in Vietnam, Iraq and Afghanistan.

    Still, the current stalemate fits a long historical pattern: great powers have repeatedly struggled to achieve decisive victory against much weaker adversaries. This pattern includes the US failure to subdue North Vietnam, the Soviet Union’s costly defeat in Afghanistan, the 21st century’s protracted US wars in Iraq and Afghanistan, and Russia’s ongoing invasion of Ukraine, which has already outlasted the Soviet Union’s fight in World War II.

    Looking at broader great power involvement in the conflict, Russia has provided Iran with intelligence and military supplies, a point Trump’s critics have seized on to argue that the president’s close relationship with Russian leader Vladimir Putin has yielded no benefits for US interests. While the critics have a valid point, any pressure on Moscow to end support for Iran would likely be met with a reciprocal demand: Russia could tie cutting aid to Iran to the US ending its own military support for Ukraine, which continues even at reduced levels. Meanwhile, China has maintained quiet ties to all parties to both the Ukraine and US-Iran conflicts: critical components for the military drones used by every side in both conflicts are sourced from Chinese manufacturers.

    If negotiations continue to stall amid a shaky ceasefire, Trump has multiple military options to escalate, though none offer a guarantee of success. He could resume large-scale bombing campaigns against Iran, but there is no evidence that increased pressure would force Tehran to buckle. He could authorize a raid to seize Iran’s uranium stockpile, or help Israeli forces carry out such an operation, but such a mission would be extraordinarily complex and high-risk, and would likely have been attempted already if it were easily achievable. Another option is a forced military opening of the Strait of Hormuz, with US naval and air assets escorting commercial shipping through the waterway. This course of action would almost certainly result in casualties, and still cannot guarantee long-term security for shipping. If successful, however, it would eliminate Iran’s core leverage over global oil markets, cutting off Iran’s main oil export revenue and increasing pressure on Tehran to abandon its nuclear program.

    For the foreseeable future, however, Iran retains its chokehold over the critical strait—and the economic impact of that leverage continues to be felt by consumers and businesses across every region of the world.

  • Iran slams Kuwait airport in response to US attacks as ceasefire comes under pressure

    Iran slams Kuwait airport in response to US attacks as ceasefire comes under pressure

    A dangerous escalation of conflict between the United States and Iran has left the small Gulf nation of Kuwait reeling from deadly missile and drone attacks, pushing an already fragile ceasefire to the breaking point. On Tuesday night, Iranian forces launched a heavy barrage of projectiles that targeted Kuwait’s main airport, leaving at least one person dead and 63 others injured. Graphic footage from the scene confirms widespread destruction: Terminal 1 is engulfed in active fire, its partial roof has collapsed, and thick plumes of dark smoke have blanketed the airport area.

    Kuwaiti officials have issued a sharp denial of Iranian claims that the country allowed the U.S. to use its airspace to launch pre-emptive strikes against Iran. In an official briefing, Kuwaiti Defense Ministry spokesperson Brigadier General Saud al-Otayan publicly denounced the assault as “criminal Iranian aggression.” In a coordinated diplomatic response, Kuwait summoned Iran’s acting chargé d’affaires to formally protest the attack and ordered two Iranian embassy personnel to leave the country within a 24-hour window.

    The Islamic Revolutionary Guard Corps (IRGC) confirmed its responsibility for the assault in an official statement posted to its Telegram channel, noting that the strikes targeted two key sites: Ali Al Salem Air Base, a major facility that hosts U.S. military helicopters, and the U.S. Fifth Fleet headquarters based in neighboring Bahrain. The attack followed a chain of escalating tit-for-tat strikes that began when U.S. forces targeted an empty oil tanker Tehran was reportedly attempting to bring to one of its ports. This action came amid a broader U.S. naval blockade on Iranian shipping, imposed after Iran took control of key transit areas in the Strait of Hormuz and began demanding new transit fees for commercial vessels passing through the strategic waterway. U.S. officials say Iran first opened fire on American sailors after the tanker strike, prompting the U.S. to launch its own counterstrikes on Iran’s Qeshm Island. Following the Iranian assault on Kuwait and Bahrain, U.S. military officials announced they had “successfully defeated” the wave of missile and drone attacks and reaffirmed their counterstrikes on Qeshm Island.

    This latest attack marks one of the most severe strikes on Kuwait since Iran launched a series of retaliatory assaults against Gulf states earlier this year, in response to a joint U.S.-Israeli offensive that began on February 28. Kuwait currently hosts approximately 13,500 U.S. troops, one of the largest American military deployments in the entire Gulf region. Earlier this year, Kuwait and other Gulf Cooperation Council states pushed the U.S. to avoid military confrontation with Iran, but regional alliances have shifted rapidly in recent months: the United Arab Emirates has launched dozens of its own strikes against Iran, while Saudi Arabia initially granted the U.S. expanded access to its military bases before shifting its stance to back Pakistani-mediated diplomatic negotiations.

    The latest flare-up has thrown already shaky ceasefire talks between Washington and Tehran into further disarray. U.S. President Donald Trump has repeatedly claimed the two sides are close to reaching a new negotiated deal, but Iranian officials have consistently denied any willingness to compromise on either their nuclear program or their demands to impose transit fees in the Strait of Hormuz. Just this week, Iran’s official Tasnim News Agency confirmed Tehran has cut off all direct contact with U.S. negotiators, though Trump insisted Tuesday that discussions remain ongoing. Talks have stalled over two core sticking points: the reopening of the Strait of Hormuz to unrestricted commercial traffic and the full sanctions relief Iran has demanded to extend the current fragile ceasefire.

    Appearing before the Senate Foreign Relations Committee on Tuesday, U.S. Secretary of State Marco Rubio doubled down on Washington’s hardline stance, saying Iran will only qualify for sanctions relief if it completely abandons its nuclear enrichment program. “Iran is being sanctioned because they’ve highly enriched uranium. Iran is being sanctioned because of their nuclear activities; if they agree to give up those things, there will be sanctions relief,” Rubio told lawmakers. “They have to agree on negotiating severe and long-term limitations and/or cancellation of enrichment activity.”

    Rubio claimed Iranian negotiators have recently begun discussing aspects of their nuclear program that were previously off the table, but he offered no concrete details to support the assertion. Iranian officials flatly rejected the claim Friday, stating explicitly that “no negotiations” are currently underway over the country’s nuclear program. Rubio’s comments also make clear the U.S. has no immediate plans to release the billions of dollars in frozen Iranian assets that Tehran has made a core requirement for any permanent ceasefire agreement.

    Caught between competing regional and global powers, Kuwait finds itself in an increasingly vulnerable position. With a total population of around five million, the country lacks the extensive military capabilities of larger Gulf states like Saudi Arabia and the UAE, and has less diplomatic leverage than neighboring Qatar to de-escalate tensions. As fighting reignites along the Gulf, this small nation has become an unintended casualty of the escalating standoff between the U.S. and Iran.

  • Costly fuel pushes more Indians to buy electric cars but challenges remain

    Costly fuel pushes more Indians to buy electric cars but challenges remain

    Against a backdrop of global energy volatility driven by the ongoing Middle East conflict, India’s electric vehicle (EV) market appears to have crossed a critical milestone that signals a potential shift toward mainstream adoption, according to industry analysts and new market data. For the 12-month period ending March 2026, India’s electric car market expanded by a robust 25% year-over-year, and earlier this year, EVs crossed the 5% penetration threshold in the country’s overall passenger vehicle segment — an industry benchmark widely viewed as the tipping point for mass consumer adoption.

    India’s automobile dealers association described the ongoing shift as more than a preliminary directional trend, stating in a recent release that the transition has now become substantive. Growth is particularly pronounced in higher-priced passenger vehicle segments, where vehicles retailing above 1 million rupees ($10,481) now see one out of every 10 units sold as electric. The trend is even more established in smaller vehicle categories: electric three-wheelers already make up more than 30% of all segment sales, while electric two-wheelers capture a 15% market share.

    The sharp recent spike in consumer interest has been accelerated by immediate external pressures, most notably the Middle East conflict that has sent global crude oil prices soaring by 50% in recent months. As a country that relies on imports for nearly 90% of its total oil demand, India has been forced to raise retail fuel prices after four years of relative price stability from state-run fuel retailers. Prime Minister Narendra Modi has even publicly urged Indian citizens to adopt carpooling, prioritize public transit, and embrace work-from-home arrangements to conserve domestic fuel supplies. Japanese financial brokerage Nomura notes that this prolonged market uncertainty, paired with persistently elevated fuel costs, has created an incremental, powerful incentive for Indian consumers to consider switching to EVs.

    Beyond these short-term triggers, a set of long-term structural policy shifts are also pushing the transition forward. The most impactful upcoming change is the CAFE-3 regulatory framework, scheduled to take effect in April 2027 and remain in force through March 2032. According to analysts Venugopal Garre and Param Shah of global investment firm Bernstein, the new rules meaningfully tighten emissions standards and will likely drive a far more visible acceleration in EV adoption across the country.

    Unlike India’s current regulatory regime, which pairs EV incentives with non-binding emissions targets and unenforced penalties, CAFE-3 will make compliance requirements legally binding. The draft rules mandate a 33% reduction in new passenger vehicle carbon emissions by 2032, cutting the allowable average from 113g/km to 76g/km. Bernstein also points out that unlike previous regulatory cycles, where roughly $1 billion in accumulated fines against eight major original equipment manufacturers (OEMs) were never collected, penalties under CAFE-3 are expected to be enforced — creating a strong financial incentive for automakers to ramp up their EV lineups.

    Local policy action is also reinforcing national trends. Delhi, India’s capital and one of the country’s most chronically air-polluted urban centers, recently released an ambitious draft policy that proposes phasing out conventional internal combustion engine (ICE) vehicles entirely, and halting new registrations of ICE-powered two-wheelers and three-wheelers as early as 2027.

    Another key tailwind for the market is a wave of upcoming new model launches, which analysts say will expand consumer choice across all price points. Nomura projects that EV penetration in India’s passenger vehicle market will reach 9% by 2030, driven by this healthy product pipeline. In the two-wheeler segment, a growing slate of new affordable models is expected to boost demand, while three-wheelers are projected to see EVs outsell ICE variants by 2030, a shift that will drastically speed up the overall national transition.

    Nomura’s analysis notes that India’s EV adoption is currently concentrated in high-utilization, cost-sensitive segments such as three-wheelers, a pattern that suggests the adoption curve will be non-linear. As production scales to improve affordability, national charging networks expand, and policy support strengthens, penetration in passenger vehicles and two-wheelers will accelerate rapidly in coming years, the firm predicts.

    Despite these encouraging indicators, India still lags far behind major global economies in overall EV adoption. Nomura data underscores the gap: China saw passenger EV penetration surge from just 5.7% in 2020 to 53.3% in 2026, while the European Union stands at 20% penetration and the United States at 8%.

    One of the most pressing barriers to faster growth remains the severe shortage of public charging infrastructure. While the number of public charging stations has grown fivefold from 2,000 to more than 10,000 over the past three years, deployment is extremely uneven across the country: just four of India’s 28 states host more than 50% of all existing public chargers. The gap with leading markets is staggering: China has deployed more than 20 million public charging points nationwide, compared to India’s current 10,000. Nomura notes that persistent infrastructure gaps have kept range anxiety — consumer fear of running out of battery power mid-journey — one of the top deterrents for potential EV buyers.

    Gaps in India’s domestic battery and component supply chain represent another major long-term challenge. India relies almost entirely on global imports for the rare earth minerals and processed battery materials required for EV production. While the Indian government has announced plans to scale up domestic production, global processing remains overwhelmingly dominated by China: KPMG data shows China controls 70-80% of global lithium and cobalt refining, and nearly 90% of all rare earth separation capacity. This dependency creates significant geopolitical risk for India’s EV transition, and could slow rollout timelines and erode cost competitiveness, the global consultancy notes.

    Building a fully integrated domestic supply chain, from mineral mining to finished battery pack and magnet manufacturing, can take more than a decade to complete, meaning there are no quick fixes to this challenge. KPMG argues that India will need to pair short-term supply security measures with long-term investments to develop domestic manufacturing capabilities to address the gap.

    For consumers and automakers alike, the timely finalization and implementation of the CAFE-3 standards will be the most critical near-term driver of growth, according to Amitabh Kant, former CEO of Niti Aayog, the Indian government’s leading policy think tank. Writing in the *Indian Express*, Kant noted that while the standards have been under discussion for three years, they remain tentative, though a final draft is expected to be released imminently. In the absence of clear regulatory certainty, automakers defer major investment decisions, supply chain development slows, and the broader EV ecosystem remains stuck in uncertainty, Kant explained. What will ultimately drive widespread adoption, he added, is consistent, predictable policy clarity.

  • Eight Muslim countries denounce Israeli incursions at Al-Aqsa

    Eight Muslim countries denounce Israeli incursions at Al-Aqsa

    In a unified show of diplomatic pushback against shifting territorial and religious dynamics in Jerusalem, the foreign ministers of eight major Muslim-majority nations have issued a sharp condemnation of Israeli settler incursions into Jerusalem’s Al-Aqsa Mosque compound, while demanding formal international recognition of Jordan’s long-held legal jurisdiction over the sacred site.

    The joint position was released Wednesday in an official statement shared via social media by Qatar’s Ministry of Foreign Affairs. The statement, signed by ministers from Qatar, the United Arab Emirates, Jordan, Turkey, Egypt, Indonesia, Pakistan and Saudi Arabia, argues that the intrusions—carried out with explicit protection from Israeli security forces—represent a blatant breach of international law, binding United Nations resolutions, and the established historical and legal framework governing holy sites in occupied East Jerusalem.

    The coalition of foreign ministers went on to reject all Israeli efforts to unilaterally revise the centuries-old legal and religious status quo that protects both Islamic and Christian holy sites across Jerusalem. They reiterated their urgent call for the global community to formally uphold and recognize Jordan’s centuries-old custodianship mandate over the entire Al-Aqsa compound.

    Further emphasizing their stance, the ministers stressed that Al-Aqsa Mosque remains a sacred space reserved exclusively for Muslim worship. They also placed full accountability for the rising wave of intrusions carried out by settlers under Israeli military protection squarely on Israeli national authorities.

    The Al-Aqsa compound has operated under a carefully negotiated status quo arrangement for decades, an internationally agreed framework that enshrines its identity as an exclusive place of Islamic worship. The current governing structure was established following the 1967 Six-Day War, when Jordan and Israel reached a consensus: the Jordanian-backed Islamic Waqf would oversee all internal religious and administrative affairs of the site, while Israel would retain control over external security operations. Under this long-standing agreement, non-Muslim visitors are allowed to tour the compound during scheduled time slots, but are explicitly prohibited from conducting private or communal prayer on the grounds.

    In recent years, however, the site has seen a steady and alarming increase in intrusions by Israeli settlers, most of which proceed with armed military escort. This escalation comes amid broader reported efforts to alter the site’s governing status: independent regional outlet Middle East Eye previously revealed that the U.S. and Israel have been actively working to revoke Jordan’s historic custodianship of the Al-Aqsa complex, according to anonymous senior sources.

    Under the drafted plan first exposed by MEE, future management of the revered Muslim site would be restructured to align closely with Israeli strategic and political interests. The initiative is being spearheaded by former White House advisor Jared Kushner and current U.S. Ambassador to Israel Mike Huckabee, according to accounts from U.S., Jordanian, Palestinian, Western and Gulf Arab diplomatic sources. If implemented, the plan would dissolve the existing authority of the Jordanian-backed Islamic Waqf and replace it with a new regulatory body appointed by the Israeli government, which would reclassify Al-Aqsa Mosque as a multi-faith religious site.

    U.S. Secretary of State Marco Rubio has publicly denied the existence of such a plan, but has stopped short of explicitly affirming Jordan’s long-standing custodianship rights over the compound, leaving the diplomatic status of the agreement in question.

  • North Korea unveils a new plant to produce fuel for nuclear weapons

    North Korea unveils a new plant to produce fuel for nuclear weapons

    In a move that amplifies regional security concerns and escalates tensions on the Korean Peninsula, North Korean leader Kim Jong Un publicly introduced a new nuclear weapons fuel production facility on Thursday, reiterating his pledge to rapidly grow the country’s nuclear capabilities at an exponential pace.

    According to state-run Korean Central News Agency (KCNA), the new site leverages far more sophisticated enrichment technology than existing facilities, though the outlet released no key operational details, including the plant’s geographic location or the date it began active production. Published photos from KCNA show a large industrial hall densely packed with centrifuges, leading independent nuclear analysts to conclude the facility is purpose-built to enrich uranium to weapons-grade purity.

    KCNA reported that Kim toured the new site on Wednesday, where he received briefings on its current operational output and reviewed its long-term production roadmap. The unveiling of the plant directly aligns with Kim’s repeated public commitments to expand North Korea’s nuclear program, a response he says is necessitated by growing U.S.-led military pressure on the Pyongyang regime.

    In comments carried by KCNA, Kim emphasized that expanding the quality and quantity of North Korea’s nuclear deterrent has become increasingly urgent amid intensifying confrontation with what he called “the most ferocious enemies” – a widely understood reference to the United States and South Korea. Kim added that other unstated security threats and ongoing crises further justify accelerating the buildup of the country’s nuclear capacity.

    The KCNA report also included Kim’s claim that North Korea’s total production capacity for weapons-grade nuclear materials has more than doubled over the past five years. No independent third party has been granted access to verify this assertion, and outside nuclear monitors have no ability to conduct on-site inspections of North Korea’s secretive nuclear infrastructure.

    Following an inspection tour and leadership meeting at the facility, Kim and top ruling party officials confirmed the prioritization of a long-term strategic plan to grow North Korea’s national nuclear forces exponentially, per KCNA. The outlet released photos showing Kim walking between rows of centrifuges, as well as images of him conferring with senior officials around a table holding a blurred graphic of a cone-shaped object – it remains unclear whether the graphic depicts a nuclear warhead design.

    Thursday’s public reveal comes less than two years after North Korea unveiled another covert uranium enrichment plant in September 2024. That disclosure marked the first public showing of a North Korean enrichment facility since 2010, when Pyongyang allowed a group of visiting American scholars to tour a centrifuges hall at the main Yongbyon nuclear complex. During his 2024 visit to that previously undisclosed plant, Kim delivered an identical message, calling for expanding the number of centrifuges to exponentially grow the country’s nuclear arsenal and pushing for the development of more advanced centrifuge technology.

    Last September, South Korea’s Unification Minister Chung Dong-young publicly confirmed that North Korea currently operates four separate uranium enrichment facilities, including the core complex at Yongbyon, and that all sites run continuously around the clock.

    Nuclear weapons can be constructed using either highly enriched uranium or plutonium, and North Korea has long maintained production capacity for both materials at the Yongbyon site. Since the collapse of high-stakes denuclearization diplomacy between Kim and former U.S. President Donald Trump in 2019, Pyongyang has prioritized expanding and modernizing its nuclear arsenal. Kim has repeatedly rejected overtures from the U.S. and South Korea to restart diplomatic negotiations on the country’s nuclear program.

    As early as April this year, International Atomic Energy Agency (IAEA) Director General Rafael Grossi told reporters that the organization had confirmed a rapid increase in operational activity across all known North Korean nuclear facilities, signaling Pyongyang’s accelerating push to expand its nuclear stockpile.

  • British MP asks government to clarify stance on Jordanian custodianship of Al-Aqsa

    British MP asks government to clarify stance on Jordanian custodianship of Al-Aqsa

    A British independent lawmaker has launched a formal call for the United Kingdom to take an unambiguous public stance against reported covert efforts by the United States and Israel to revoke Jordan’s centuries-old custodianship of Jerusalem’s Al-Aqsa Mosque, a move that has sparked widespread outrage among Muslim communities globally.

    Shockat Adam, who represents Leicester South in the UK Parliament, made the demand in an official letter dated May 29 addressed to Foreign Secretary Yvette Cooper, days after independent outlet Middle East Eye (MEE) published an exclusive report outlining the proposed power grab that would upend decades of agreed status quo for the holy site.

    MEE’s reporting, which cited anonymous confirmation from American, Jordanian, and Palestinian officials, details a plan spearheaded by former President Donald Trump’s son-in-law Jared Kushner and US Ambassador to Israel Mike Huckabee. Under the proposal, Israel would secure unilateral authority to appoint imams and senior administrative staff at Al-Aqsa, and would also gain veto power over the content of weekly Friday sermons delivered at the mosque. Two senior US officials additionally confirmed to MEE that Washington has drafted a formal policy document outlining its vision for the site, which includes stripping Al-Aqsa of its exclusive Muslim religious identity to rebrand it as a multi-faith tourist landmark open to all three Abrahamic religions. One alternative provision floated in the proposal would replace Jordan’s permanent custodianship with a rotating oversight model involving multiple Arab states, according to a Western official and a source briefed by Jordan’s government.

    While a single unnamed US official has issued a blanket denial of the reported conspiracy, the revelations have already triggered sharp pushback from Muslim communities and political leaders. Adam confirmed in a public Twitter post accompanying a photo of his letter that his urgent appeal comes against the backdrop of ongoing Israel-Hamas conflict in Gaza, framing the proposed change to Al-Aqsa’s status as unacceptable interference in a highly volatile regional context.

    In his letter, Adam notes that he has been inundated with messages from constituents in Leicester South expressing profound anger and deep alarm over the reported plans. He emphasized that for Palestinian people and Muslim communities across the globe, Al-Aqsa is far more than a site of daily worship: it stands as a core symbol of national and religious identity, collective dignity, and a bulwark against the ongoing displacement of Palestinian people from their historic lands.

    Adam has put four key questions to the UK Foreign Secretary to force a clear government position: whether ministers have already raised the controversial reports directly with their US and Israeli counterparts; whether the UK continues to formally recognize and support Jordan’s long-standing custodianship role; what official assessment has been made of the risks of escalating ethnic violence, further displacement of Palestinians, and regional instability that would follow any attempt to alter the holy site’s existing status; and whether the government will commit to a clear public rejection of any effort to undermine Jordan’s internationally recognized custodianship.

    The UK has long held an official policy of acknowledging Jordan’s custodianship over all Muslim and Christian holy sites located in East Jerusalem. MEE has contacted the UK Foreign Office for official comment on Adam’s letter and the reported plan, but has not yet received a public response.

    MEE, an independent media outlet focused on exclusive coverage of the Middle East and North Africa, first broke the story of the proposed US-Israeli plan last week, bringing international attention to the highly sensitive issue that threatens to upend decades of fragile regional diplomacy around Jerusalem’s holy sites.

  • Starmer accuses Farage of inciting rage in wake of Southampton riot

    Starmer accuses Farage of inciting rage in wake of Southampton riot

    A fierce political debate has erupted in the UK Parliament after Reform UK leader Nigel Farage called for “pure cold rage” over the conviction of a murderer in a high-profile stabbing case, drawing sharp condemnation from Prime Minister Keir Starmer for overriding the explicit wishes of the victim’s grieving family.

    The case at the center of the controversy is the 2023 murder of 18-year-old Henry Nowak, who was stabbed to death in Southampton by 23-year-old Vickrum Digwa, a British Sikh man. Digwa was found guilty of murder last week, but new details that emerged after the verdict amplified existing tensions. Circulating police body camera footage shows Digwa falsely claimed Nowak had assaulted him, leading officers to handcuff the teenager even as he repeatedly told them he had been stabbed and could not breathe. Nowak died at the scene.

    Right-wing political and media figures have seized on the case to push claims of so-called “two-tier policing”, alleging authorities deliberately prioritized Digwa’s account over Nowak’s because of the victim’s white identity and the perpetrator’s non-white background. Under mounting pressure from Restore, a new far-right party founded by former Reform UK MP Rupert Lowe – who once led Southampton Football Club and is currently mired in scandal over an unexplained £5 million donation from crypto billionaire Christopher Harborne – Farage doubled down on the rhetoric this week.

    In a post on X Tuesday, ahead of a violent far-right riot in Southampton that saw known neo-Nazis clash with police, Farage wrote: “The fear of being called racist was greater than dealing with Henry Nowak’s murder. We should respond to this with pure cold rage. Britain’s historic way of life is being thrown away.” A close ally of Farage told Middle East Eye the Reform leader was standing firmly by his conviction that two-tier policing is a national reality, and that he has no concern about being outflanked on the far right by Lowe’s new party. “The issue isn’t Nowak, but what caused Nowak,” the source said.

    What makes Farage’s call for rage particularly controversial is that it directly contradicts a clear public plea from Nowak’s own family. On Monday, outside the courtroom following the guilty verdict, Henry’s father Mark Nowak addressed reporters, urging political actors not to twist his son’s death for divisive ends. “We do not want his death to be used to create further division, hatred or tension. We want his story to make our streets safer for everyone,” Mark Nowak said. “As the prosecution lawyer summed up in court: This is not a case about Sikhism. This is not a case about racism. This is a case about murder.”

    When the matter came to Parliament on Wednesday, Starmer echoed the family’s plea and launched a blistering attack on Farage for his actions. The prime minister accused the Reform leader of exploiting the tragedy to stoke national grievance and division, in open disregard of the family’s explicit request.

    Starmer said: “A grieving family have asked us not to respond in the way that the leader of Reform has responded… They have lost their son in the most appalling circumstances. They make a simple plea of us as human beings to please not exploit that. Rage – that’s his response to a father who has lost his son and asked for that not to happen. Exploiting this tragedy to create grievance and division would be wrong in any circumstance, but to do it when the family are expressly saying ‘please don’t’ is unforgivable.” He also rejected the core of Farage’s claim, stating: “I don’t believe there is two-tier policing in this country.”

    During his own parliamentary address, Farage doubled down on his claims, repeating that “it is now clear to growing millions in this country that we are living under two-tier policing” and calling on Starmer to acknowledge what he called reality. When Farage referenced the violent unrest that had erupted in Southampton the previous night, multiple members of parliament interrupted in outrage, calling on him to condemn the rioting – a demand he did not fulfill. He only warned that public anger “is in danger of getting considerably worse if the public lose trust in being treated fairly by the police.”

    This incident has laid bare the growing friction between mainstream UK politics and an emboldened far right, which has increasingly sought to frame individual violent crimes as evidence of systemic bias against white Britons, even when victims’ families reject that framing.

  • Grab what you can while you can: The  new reality in the South China Sea

    Grab what you can while you can: The new reality in the South China Sea

    For decades, the South China Sea has remained one of the world’s most intractable territorial flashpoints, with overlapping claims from multiple regional powers turning submerged reefs and tiny atolls into focal points of geopolitical tension. Now, a startlingly fast transformation at one remote outpost has underscored a new, shifting phase of this long-running conflict: quiet land-building by every major claimant, reshaping the strategic map faster than diplomatic efforts can catch up.

    Antelope Reef, a teardrop-shaped submerged formation located in the northwestern Paracel Islands chain, stood as little more than a faint turquoise mark on nautical maps until this year. Over the course of just six months, an unprecedented dredging operation has turned this once-underwater feature into a 6-square-kilometer crescent of solid reclaimed land, dotted with early construction and ringed by a protected lagoon that hosts dozens of working vessels. Those vessels are almost exclusively large cutter-suction dredgers, part of China’s globally unmatched fleet of maritime construction equipment — some units can extract up to 6,000 cubic meters of seabed sediment per hour, a volume equivalent to filling two full Olympic-sized swimming pools. Maritime analysts say the speed of the Antelope Reef project is likely unprecedented in the history of large-scale land reclamation.

    China is not the only claimant pursuing this strategy, however. After years of observing China expand its territorial footprint through land reclamation, Vietnam has accelerated its own building activities on the reefs it controls in the region. Smaller-scale reclamation is also underway by other claimants, including the Philippines.

    The Paracel Islands, where Antelope Reef is located, are one of two major disputed archipelago chains in the South China Sea, alongside the Spratly Islands. Multiple nations, including China, Taiwan, Vietnam, the Philippines, Malaysia, and Brunei, lay competing claims to the area’s landforms, resource rights, and maritime boundaries. Most of the islands and reefs in the chains were submerged and uninhabited until recent decades. China first took full control of the Paracel Islands in 1974, following a short armed conflict with then-South Vietnamese forces.

    In recent years, China completed large-scale reclamation on three major Spratly Islands — Mischief Reef, Fiery Cross Reef, and Subi Reef — transforming them into permanent landmasses large enough to host military airports and defense infrastructure. These projects supported China’s long-standing claim to nearly the entire South China Sea under the widely contested nine-dash line it marks on official maps. Today, large fleets of Chinese coast guard vessels and maritime militia patrol the area within the nine-dash line, effectively outmatching efforts by smaller claimants to challenge Chinese control. Frequent standoffs and clashes between Chinese forces and the far smaller Philippine coast guard have become common in overlapping claim areas in recent years.

    Visible straight shoreline grading on the new Antelope Reef has led some analysts to speculate China is preparing to build another military-grade runway, matching the infrastructure it already operates on the three Spratly outposts. But given that China already maintains a fully operational airbase on nearby Woody Island in the Paracels, and the region is already within easy strike range of major Chinese military facilities on Hainan Island, a new runway would likely be redundant. Instead, analysts say the rapid reclamation is almost certainly a calibrated strategic message to Hanoi.

    Vietnam and China have a long history of territorial disputes over the South China Sea, which Hanoi refers to as the East Sea. In recent years, Vietnam’s leadership has softened public anti-China rhetoric and prioritized building closer bilateral ties with Beijing. Vietnam’s newly elected President and Party General Secretary To Lam made his first international state visit to China in 2026, where both sides used unusually conciliatory language to acknowledge their ongoing differences over the Paracel and Spratly chains. While Vietnam has issued a formal diplomatic protest over China’s Antelope Reef construction, the statement was deliberately restrained and measured.

    Behind this diplomatic softening, however, Vietnam has pursued its own aggressive campaign of land reclamation across the reefs it controls, using the same large cutter-suction dredger technology China pioneered. According to the Washington-based Asian Maritime Transparency Initiative (AMTI), Vietnam has carried out sand pumping operations on at least 20 reefs over the past three years, creating 11 new purpose-built harbors. Hanoi now controls more than 11 square kilometers of reclaimed land in the region — roughly half the total area held by China. Vietnam has also begun constructing military-aligned infrastructure such as navigation beacons, leading observers to summarize Hanoi’s approach as: if you cannot outcompete China, you match its land-building strategy.

    “The Vietnamese have been less willing to be at the forefront of the public diplomatic battle over their disagreements with China,” explained Greg Poling, director of AMTI. “They’re much more comfortable letting the Filipinos lead that public push. But on the water, we have seen the Vietnamese being far more willing to stand up to Beijing. As a result, China has mostly backed off from efforts to block Vietnamese oil and gas drilling, for example.”

    Ray Powell, director of Stanford University-based South China Sea monitoring program Sealight, says this quiet Vietnamese expansion is exactly what prompted China’s rapid work on Antelope Reef. “Vietnam has been taking advantage of China’s focus on tensions with the Philippines… The reclamation at Antelope Reef could be considered as China’s answer, reminding Vietnam who the major power in the region is.”

    So what does this new wave of land reclamation mean for the other claimants locked in the dispute? For 30 years, the Association of Southeast Asian Nations (ASEAN) has led attempts to negotiate a binding code of conduct between China and the four ASEAN member states that are also South China Sea claimants. A non-binding Declaration of Conduct was reached in 2002, but it carried no legal weight, and China has largely disregarded its provisions for de-escalation. Every year, ASEAN leaders reiterate their commitment to reaching a binding agreement, but no meaningful progress has materialized after decades of talks.

    Frustrated by the stalled diplomatic process, the Philippines launched a formal case against China’s territorial claims at the Permanent Court of Arbitration in The Hague in 2013. The court issued a sweeping ruling in favor of the Philippines, concluding that China’s sovereignty claims within the nine-dash line had no basis in historical or international law, and that its reclamation activities violated the Philippines’ exclusive economic zone rights. China has refused to recognize or abide by the ruling, prompting the Philippines to adopt a new strategy of public confrontation, sending outnumbered coast guard vessels to challenge Chinese fleets in contested waters. These encounters have resulted in frequent tense clashes, but have done little to shift the region’s vast power imbalance.

    In recent years, the Philippines has also deepened military cooperation with the United States, and built new security partnerships with Japan and Australia. The U.S. has provided strong diplomatic backing for Manila’s position, alongside $500 million in military aid and new defense equipment. U.S. Navy vessels periodically conduct Freedom of Navigation Operations through the South China Sea alongside allied partners, to affirm the region’s status as international waterways open to all traffic, despite China’s claims. But these missions are largely symbolic, and have not altered the on-the-ground status quo.

    Today, the Philippines is also expanding its own limited footprint in the Spratlys. Manila is lengthening the runway on Thitu Island (known locally as Pagasa Island), building a new coast guard base there, and reinforcing the grounded landing craft BRP Sierra Madre, which has hosted a small Philippine military detachment on Second Thomas Shoal since it was run aground in 1999, despite constant harassment by Chinese vessels.

    Poling notes that most claimants have now abandoned hope of reaching the binding code of conduct that was once the core goal of regional diplomacy. “China just continues to do whatever it wants on the water, eroding the sovereignty of other claimants. So what I think you are eventually going to see is a non-binding agreement. But perhaps that will open up diplomatic space for Vietnam, the Philippines, Malaysia and the others to pursue more effective negotiations among themselves without having to go through ASEAN.”

    This new landscape, where every claimant pursues incremental expansion of the territory it already holds, while accepting China’s position as the region’s dominant and most assertive power, has become the new reality of the South China Sea dispute.

  • More Israelis leaving country than arriving: Press review

    More Israelis leaving country than arriving: Press review

    Over the past two years, Israel has confronted a cascade of interconnected political, security and demographic challenges, alongside an unexpected milestone in its defense export industry, according to multiple official findings and leading Israeli media reports.

    First, a new demographic study commissioned by Israel’s parliament has uncovered a troubling net emigration trend that experts warn poses a long-term strategic risk to the country. Data published by Israeli outlet Ynet this week reveals that more Israelis have left the nation than have returned in recent years, with a dramatic acceleration of this outflow following the outbreak of the Gaza war in October 2023. Between 2022 and 2024 alone, more than 210,000 Israelis emigrated — a sharp jump from the annual average of roughly 40,000 recorded between 2009 and 2021. Over this two-year period, the net outflow of citizens hit 140,000.

    Most alarmingly, the departure rate is disproportionately high among the country’s most highly skilled young demographics, the core of Israel’s technology and knowledge-driven economy. Of all recent emigrants, 48% fall between the ages of 20 and 44, a group that makes up just 32% of Israel’s total population. In terms of educational attainment, 33.2% of emigrants hold a bachelor’s degree, 21.5% have a master’s degree, and 3.7% hold a PhD. Graduates specializing in high-demand fields including mathematics, computer science and physics are particularly overrepresented among those leaving. The study also notes that a slight majority of 2024 emigrants — 52% — were born in Israel. Knesset member Gilad Kariv of the opposition Democratic Party emphasized that the exodus of tomorrow’s leading scientists and entrepreneurs, leaving at a rate far exceeding their share of the population, constitutes a clear strategic threat to Israel’s long-term future.

    In a separate development related to Israel’s military leadership, Ynet confirmed that Yisrael Shomer, head of the Israel Defense Forces Operations Division, has been removed from his senior post amid an active investigation into sexual misconduct involving a subordinate. Shomer, who had been widely tipped for promotion to lead either the IDF Personnel Directorate or the West Bank Command, was ousted over the alleged inappropriate relationship with a junior service member. This dismissal comes nearly 11 years after a controversial 2015 incident in which Shomer shot and killed 17-year-old Palestinian Muhammad Ali Kosba in the occupied West Bank town of al-Ram. Kosba, who was shot three times including once in the head while fleeing after allegedly throwing a stone at Shomer’s armored vehicle, became a symbol of excessive military force after the killing was captured on camera, sparking widespread international criticism that delayed Shomer’s promotion at the time. No criminal charges were ever filed, however, as the Military Advocate General closed the case in 2016. The IDF characterized this week’s dismissal as a response to clear moral violations.

    On the political front, Prime Minister Benjamin Netanyahu’s already fragile right-wing governing coalition is facing a growing threat of collapse, centered on a long-running dispute over military conscription exemptions for ultra-Orthodox Jewish men. Aryeh Deri, leader of the ultra-Orthodox Shas party and a decades-long ally of Netanyahu, has publicly held the prime minister responsible for the growing rift, accusing him of putting coalition unity at serious risk over the failure to pass the desired exemption legislation. The crisis came to a head this week when the Knesset held a vote on self-dissolution, after Dov Lando, spiritual leader of Degel HaTorah (one of two factions making up the ultra-Orthodox United Torah Judaism party), ordered his party’s lawmakers to support the dissolution motion in protest of Netanyahu’s handling of the conscription issue. Deri warned in closed-door discussions, as reported by Israel’s Channel 13, that UTJ lawmakers are willing to defect to form a left-wing government if new elections are held, adding that one senior UTJ figure is already actively working to bring such a center-left coalition to power. While Deri confirmed he personally would not join a left-wing administration, the warning aligns with recent opinion polling that puts Netanyahu’s current right-wing bloc on track to win only around 50 of the Knesset’s 120 seats — 11 seats short of the 61-seat majority required to form a new government.

    Against this backdrop of domestic political and demographic unrest, Israel’s defense export sector has hit an unexpected all-time high. The Israeli Defense Ministry announced this week that total arms sales revenue reached a record $19.2 billion in 2025, marking a 30% increase from the previous year’s figures. According to reporting from Haaretz’s economic affiliate TheMarker, sales to countries that signed the Abraham Accords — the United Arab Emirates, Bahrain, Morocco and Sudan — have surged dramatically, rising from just 3% of total Israeli arms exports in 2023 to 15% in 2025. More than half of 2025’s total revenue, approximately $10 billion, came from direct government-to-government arms deals. Regional export shifts show that European purchases fell from 54% of total sales in 2024 to 36% in 2025, while sales to Asia and the Pacific rose from 23% to 32% over the same period. Smaller export volumes were recorded for North America, Latin America and Africa. By product category, missile, rocket and air defense systems made up 29% of total revenue, while sales of surveillance and optronic systems jumped from 6% in 2024 to 22% of 2025 sales. Overall, Israeli arms exports accounted for 12% of the country’s total $160 billion in national exports in 2025, up 4.5 percentage points from 2022 levels. Defense Minister Israel Katz celebrated the record figures, attributing the growth to the combat experience and proven capabilities of the IDF and Israeli security forces operating across Gaza, Lebanon, Iran and Yemen.