标签: Asia

亚洲

  • China is moving corporate credit out of the supply chain

    China is moving corporate credit out of the supply chain

    This month, Beijing rolled out a landmark set of new regulations targeting delayed payments to small and medium-sized enterprises (SMEs), with a little-noticed but transformative financing framework that is reshaping how credit flows through China’s industrial ecosystem. The policy pushes large corporate buyers to replace extended accounts payable with upfront cash payments to their SME suppliers, by enabling these large firms to access formal bank loans and bond financing to cover the costs – a structural shift that moves the working-capital burden away from smaller, more vulnerable suppliers and back to purpose-built credit institutions.

    For years, extended payment terms have quietly functioned as an informal form of supplier financing across global supply chains, and China’s industrial sector is no exception. When a large buyer stretches out waiting periods for payment, the supplier is forced to front the full cost of production and delivery, carrying the entire cash flow strain for weeks or even months before revenue hits their accounts. Complicated financial instruments like commercial bills and electronic receivables have only amplified this pressure, turning a routine operational payment issue into hidden informal credit embedded deep within supply chain networks.

    China’s new policy directly targets this uneven dynamic. The regulations mandate that all large firms must settle outstanding payments to SME suppliers within a maximum 60-day window. Central state-owned enterprises face particularly strict requirements to pay in cash, while large firms that maintain massive accounts payable balances despite holding substantial cash reserves have been flagged for enhanced regulatory oversight.

    The most consequential piece of the reform lies in its underlying financing mechanism: Chinese regulators are actively encouraging domestic banks to extend new credit to large firms specifically to let them replace informal supplier credit with formal financial credit. In practice, this policy re-routes working-capital financing away from the small manufacturers that form the backbone of China’s industrial base, returning that function to the financial system designed to bear credit risk.

    Fresh industry data underscores just how urgent this correction has become. By the end of July, China’s designated large industrial enterprises reported an average receivables collection period of 71.9 days. Private firms, which account for the vast majority of SME suppliers, faced an average wait of 75.6 days – nearly 20 days longer than the 56.2-day average for state-controlled enterprises. That gap makes a profound difference for manufacturing suppliers, where available cash flow directly determines a firm’s ability to invest in new equipment, expand production lines, and upgrade capacity to meet evolving industry demands. While stretching payment terms may improve a large buyer’s own balance sheet, the ripple effect across the entire industrial ecosystem leaves suppliers with weaker financial positions and less capital for growth investment.

    This dynamic carries particular strategic weight for high-priority sectors including semiconductors, electric vehicles, industrial automation, industrial machinery, and advanced manufacturing. China’s long-term industrial ambitions rely on dense, interconnected networks of specialized SME suppliers, many of which require constant capital injection just to keep up with technological upgrades demanded by their large customers. As more working capital becomes trapped in unpaid receivables, the pressure eventually erodes the entire sector’s capacity to invest and grow.

    The new payment rules come as Beijing moves to bolster the capacity of its formal financial system. Major state-owned banks and insurance providers are currently raising roughly 360 billion yuan in new capital, 300 billion yuan of which is backed by special central government bonds. The Agricultural Bank of China and Industrial and Commercial Bank of China alone account for 260 billion yuan of this new capital injection. This expanded capital base gives the financial system extra lending capacity exactly as regulators push large firms to swap supplier credit for bank loans and bonds. Taken together, the two policy moves form part of a broader effort to pull corporate financing out of supply chain interconnections and back onto the balance sheets of regulated banks and capital markets.

    This shift matters because while accounts payable do not show up in official bank lending statistics, they still function as de facto credit. When a large company delays payment to a smaller supplier, it is effectively borrowing from that supplier. When this practice becomes widespread across the economy, the entire financing burden shifts toward smaller firms that typically have weaker bargaining power and far more expensive access to external capital.

    Beijing’s policy addresses both sides of this imbalance: it strengthens the formal financial institutions that can provide affordable credit, while cutting down on the amount of working capital that small suppliers are forced to finance for large buyers. This represents a meaningful structural change to how credit circulates through China’s industrial economy.

    If the policy succeeds, the first visible impacts will be shorter average collection periods, reduced receivables pressure, and stronger cash positions for private manufacturing SMEs. For global and domestic investors, this makes metrics including accounts receivable balances, average payment periods, commercial bill utilization, and supplier cash flow increasingly important indicators to track whether the reform is delivering capital to the small firms that need it to invest in growth. For analysts tracking B2B technology supply chains, key signals to watch include shorter payment cycles reported by large customers in quarterly disclosures, and improved cash conversion rates for suppliers even before revenue growth picks up.

    The implications of this reform stretch far beyond financial markets, reaching into the core of China’s long-term industrial strategy. For years, Beijing has directed massive amounts of capital toward its priority industrial sectors, but the long-term strength of these sectors ultimately depends on whether the underlying supplier base has enough cash to expand capacity, absorb market volatility, and sustain continuous investment. When smaller suppliers are forced to finance their large corporate customers, capital ends up flowing in the wrong direction, undermining the goals of China’s industrial policy. The new rules represent a deliberate effort by Beijing to reverse that misallocation, moving working-capital financing back to banks and capital markets – the institutions built to carry that funding burden.

    This analysis was written by Ron Honig, Co-CEO of From-Honig Family Office, who has more than two decades of experience in senior finance and operations roles in the global technology sector, including time at Intel. Honig writes regularly on semiconductors, macroeconomics, and capital allocation. The views expressed are his alone and do not represent the official position of From-Honig Family Office, and the article does not constitute investment advice or any recommendation for individual securities or investments.

  • Trump has no path to victory against Iran

    Trump has no path to victory against Iran

    Six months after the United States and Israel launched their second open military conflict against Iran, the Trump administration has stuck to a carefully crafted public narrative: the Islamic Republic is on the brink of collapse, Washington is on course for a clear win, and the economic and human costs of the war will be short-lived. But as the conflict stretches on far longer than the White House initially predicted, that storyline is becoming increasingly unsustainable. Rising global fuel prices, dwindling US military stockpiles, and broad public opposition among American voters — who are set to voice their discontent in upcoming November midterm elections — have exposed the gap between the administration’s claims and on-the-ground reality.

    Despite facing crippling combined military and economic pressure, and the high-profile loss of a senior state leader, Iran has refused to capitulate. The regime retains its full fighting capacity, maintains the ability to escalate retaliatory attacks across the region, and has rejected all attempts to force Tehran into accepting Washington’s sweeping political demands. While US and Israeli strikes have inflicted massive widespread destruction across the country, they have failed to compel Iran’s leadership to bend to US terms. The core question that lingered before the first strike, and has become unavoidable after six months of conflict, is not whether the US can inflict more damage on Iran — it is whether that additional damage will ever translate into a meaningful, achievable political victory for Washington.

    Last week, President Donald Trump downplayed the entire conflict as “small potatoes,” continuing a pattern of minimizing the human and financial toll that has already far outstripped his administration’s initial projections. As of this report, the war has claimed the lives of 18 American service members and left more than 750 others wounded, with the total cost to US taxpayers clocking in at no less than $37.5 billion. For Iran, the human and infrastructure toll has been exponentially higher.

    According to data from Iran’s Ministry of Health, at least 3,468 Iranians had been killed and more than 26,500 injured in US and Israeli strikes by June 10. Civilian casualties have been a consistent feature of the conflict: documented incidents include a February airstrike on an elementary school in Minab and a September attack on a wedding gathering in southern Iran that left dozens dead. By April, the Iranian Red Crescent recorded that more than 125,000 civilian properties had sustained damage, including roughly 100,000 private homes damaged or destroyed. Iran has also submitted a formal list of 134 damaged cultural heritage sites to UNESCO, and independent reporting from Reuters has verified widespread damage to historic structures and protected heritage locations across the country.

    Crucially, Iran has proven it can inflict meaningful, sustained costs on US forces in the region. One independent analysis found that Iranian retaliatory strikes have damaged 15 US military sites across the Middle East, damaging critical infrastructure including troop barracks, aircraft hangars, fuel storage depots, fixed-wing aircraft, radar systems, communications equipment, and air defense networks. While US Central Command has publicly disputed the scale of the reported damage, the strikes have laid bare the vulnerability of stationary US facilities in the region and the heavy cost required to defend them against constant Iranian missile and drone attacks.

    Harrison Mann, associate director for campaigns at the anti-war advocacy group Win Without War and a former US Army officer and intelligence official, told the International Policy Journal that the Trump administration — and likely the Pentagon itself — seriously overestimated the ability of US and Israeli forces to quickly subdue Iran’s military establishment. “They were never able to locate or destroy the majority of Iran’s drones and missiles, nor destroy enough of its air defenses that US aircraft could fly freely over the entire country,” Mann explained. He added that Trump has learned a hard lesson: “It’s not possible to fight a prepared, 21st-century military — even one objectively weaker than America’s — and still conceal the costs from the public like previous US military interventions in the region.”

    This asymmetric dynamic defines the entire conflict. Iran has no need to defeat the United States using conventional military means to achieve its core goal. To deny Washington a decisive political victory, Iran only needs to preserve its governing institutions, maintain sufficient retaliatory capacity, and make continued warfare costly enough that the US cannot impose its preferred outcome at an acceptable price for American taxpayers and voters.

    The Trump administration claims it has severely degraded Iran’s missile, naval, and nuclear capabilities, but tactical military gains do not equate to a final political victory. Iran continues to launch retaliatory strikes, disrupt commercial traffic through the Strait of Hormuz, and reject Washington’s main negotiating demands. Further escalation by the US would only expand this stalemate, driving up costs for both sides without delivering a decisive end to the conflict.

    A growing anti-war movement within the United States has cast increasing doubt on the war’s stated objectives, questioned its constitutional legitimacy, and grown weary of mounting costs. Dylan Williams, vice president of government affairs at the Center for International Policy, told the International Policy Journal that Trump is facing unprecedented public and congressional pushback over his war on Iran. “The possibility that he may not get an annual National Defense Authorization Act from Congress for the first time in the 65-year history of such legislation is a major governing failure reflecting his massive strategic failure in the Persian Gulf,” Williams said.

    While Trump initiated the conflict, US constitutional structure gives Congress the power to cut off funding for military operations. Article I of the US Constitution grants Congress the sole authority to declare war and control federal appropriations. The House of Representatives has already passed its version of the fiscal year 2027 National Defense Authorization Act, which would authorize roughly $1.15 trillion in spending, nearly all of it earmarked for military and nuclear defense activities. The bill has not yet completed the full legislative process.

    This NDPA legislation is separate from the administration’s broader $1.5 trillion defense budget proposal, which includes $1.15 trillion in discretionary defense funding plus an additional $350 billion in proposed mandatory defense spending. “Trump is clearly refusing to take the loss, but that doesn’t make it any less real or costly,” Williams said. “Lawmakers opposed to this reckless military adventurism need to stand strong and continue to deny Trump’s record $1.5 trillion military budget request and other attempts to fund and deepen this disastrous war of choice.”

    Williams noted that Congress has multiple tools to push back: it could tie further war funding to explicit congressional authorization, require the Trump administration to publicly disclose the war’s full human and financial costs and clear objectives, or set a legal deadline after which military operations cannot continue without renewed congressional approval.

    Iran cannot match the combined military might of the United States and Israel, but it holds key strategic advantages: favorable geography, a defensive strategy tailored to counter a far stronger adversary, the benefit of fighting on its home territory, and a leadership that views the conflict as an existential fight and has already proven willing to absorb massive costs rather than surrender. After six months of relentless pressure, Washington is no closer to achieving its core policy demands than it was on day one. The US can continue to strike targets and degrade Iranian capabilities, but unless that pressure shifts Iran’s core political calculations, further escalation will only lead to more destruction without a negotiated settlement.

    That does not mean Iran has closed the door on diplomacy. Iranian officials have repeatedly stated they are prepared to return to the previously negotiated June memorandum of understanding if Washington recommits to its terms, leaving a diplomatic off-ramp open to end the conflict. If the US refuses to return to the agreement, however, Iran appears prepared to continue escalating attacks until Washington grows weary of the conflict or concludes that diplomacy carries a lower cost than continued war. For Tehran, escalation is not an alternative to negotiations — it is a tool to force the US back to the bargaining table.

    Six months into the war, the Trump administration has yet to outline a clear path to a lasting political victory. Trump retains the military capacity to escalate the conflict further, but without an achievable end state, further escalation will only deepen the mounting costs of a war that Washington still cannot bring to a conclusive end.

  • Meta to report child abuse material directly to Indian authorities

    Meta to report child abuse material directly to Indian authorities

    Growing regulatory and public pressure over the spread of monetized child sexual abuse material (CSAM) on Meta’s platforms has forced the tech giant to announce a policy shift: it will now begin reporting child safety incidents directly to Indian law enforcement, after months of scrutiny from New Delhi and child rights advocates.

    The controversy first erupted in July, when a BBC Eye investigation uncovered paid Instagram advertisements actively promoting CSAM to users across India. The findings immediately triggered a formal order from the Indian government, demanding Meta purge all CSAM-linked content and advertising from its platforms. The issue reemerged in the public eye this month, when the U.S.-based nonprofit Tech Transparency Project (TTP) published a new report documenting hundreds of AI-generated CSAM advertisements still active on Meta’s Facebook and Instagram platforms. Of the 332 problematic ads TTP identified, 84 were targeted at Indian audiences—and 78 of those had been placed after the government’s original removal order in July.

    In response to mounting pressure, a Meta spokesperson confirmed the company’s new policy commitment, framing child protection as a core organizational priority. “Protecting children on our platforms is a priority for us, and we’re committed to working with the government to ensure that the perpetrators of these crimes are held responsible,” the spokesperson said. “To collectively strengthen our efforts to combat this harm, Meta will now report child safety matters directly to the Cybercrime portal managed by the Indian Cybercrime Coordination Centre.”

    The Indian Cybercrime Coordination Centre (I4C), which operates under India’s Union Home Ministry, manages the country’s central hub for tracking and investigating digital cybercrime. Until this policy shift, Meta only fulfilled its child safety reporting obligations by sending all CSAM and exploitation alerts to the U.S.-based National Center for Missing and Exploited Children (NCMEC), which then forwarded relevant cases to local law enforcement in other countries. Direct reporting to India’s national portal is expected to cut down processing time and give local investigators faster access to critical information about bad actors operating on the platforms.

    The policy change comes after multiple layers of official and civil society action against Meta over the scandal. India’s National Commission for Protection of Child Rights (NCPCR) launched a formal inquiry following the BBC investigation, summoning Meta India’s managing director and country head to answer questions about the company’s content moderation failures. India’s National Human Rights Commission also issued formal notices to two Union ministries, launching an inquiry into whether Meta’s algorithmic content systems contributed to the selection, amplification, and monetization of CSAM content. A civil society network, Just Rights for Children—made up of more than 250 child rights organizations—even filed a petition before India’s Supreme Court, asking the court to order all social media firms to report CSAM promoters directly to Indian law enforcement. The group’s founder, Bhuwan Ribhu, had long argued that routing all reports exclusively through the U.S.-based NCMEC system created unacceptable delays that let bad actors operate with impunity.

    Meta has yet to release key details about the new policy rollout: the company has not announced an official start date for direct reporting, clarified exactly which types of child safety cases will fall under the new arrangement, or explained how the process will work in practice alongside existing reporting through NCMEC. In an earlier statement to the BBC following TTP’s new findings, Meta defended its existing efforts, noting that it does not tolerate CSAM or exploitative content—whether generated via AI or featuring real children—“Criminals continually change their tactics to evade detection and that it was strengthening its systems,” the company said. Meta also added that most of the advertisements identified by TTP had already been taken down, most received fewer than 200 impressions, and the total ad spend behind the problematic content was less than $5,000.

    The ongoing scrutiny of Meta in India reflects a broader global push to force major social media platforms to take more aggressive action against CSAM, particularly the fast-growing category of AI-generated exploitative imagery that has evaded many older content detection systems.

  • Indian police detain driver who hit female biker in viral video

    Indian police detain driver who hit female biker in viral video

    A violent road incident in the northern Indian city of Gurugram, just outside the national capital New Delhi, has triggered widespread public anger across the country after graphic dashcam footage of the crash circulated widely on social media. The event has also reignited long-simmering conversations about routine harassment and gender-based hostility that female motorcyclists report facing on Indian public roads.

    The confrontation unfolded on Sunday, when 28-year-old Shivani Chauhan was out riding with a group of fellow motorcycle enthusiasts. Footage captured by a camera mounted to Chauhan’s own bike clearly shows a white sedan drifting close to her two-wheeler before making contact. The impact throws Chauhan off her motorcycle onto the asphalt, leaving her bike skidding across the road, while the sedan does not stop and continues driving away from the scene.

    Chauhan, who only suffered minor injuries thanks to her full protective riding gear, later shared the clip to her Instagram account. The video quickly went viral, racking up millions of views and drawing thousands of angry comments from social media users, which pressured local law enforcement to launch a formal investigation into the incident.

    By Tuesday, Gurugram police confirmed they had taken the identified driver, 34-year-old Kalyan Bainsla, a gym owner from the nearby Haryana district of Palwal, into custody. Police records show Bainsla was operating a borrowed vehicle at the time of the crash. Investigators initially filed charges against Bainsla for reckless driving and endangering public safety, but later upgraded the charges to include attempted murder in response to public outcry and evidence from the viral footage.

    Bainsla has publicly denied any intentional wrongdoing, laying out an alternate account of the incident during an interview with Indian news outlet Aaj Tak. He claims that members of Chauhan’s biking group repeatedly overtook his car and then slowed down abruptly in front of him, forcing him into a dangerous maneuver. When approaching a U-turn, he says he lost control of the vehicle while trying to avoid colliding with Chauhan’s bike. He also claims he did not initially know the rider was a woman, and that he had already asked the group to slow down earlier in the encounter. Bainsla says he fled the scene because the group of motorcyclists were shouting threats and abuse at him, and he feared he and his traveling relatives would be violently attacked if he stopped.

    “Had I stopped right then, those people would have beaten us up,” Bainsla told the news channel.

    Chauhan has forcefully refuted every part of Bainsla’s narrative. In a follow-up Instagram video posted shortly after Bainsla’s interview, she claimed the white car began following her group almost immediately after they started their ride. When she told the driver to maintain a safe distance, she says the car’s occupants became hostile and demanded she pull over. Chauhan says she kept riding because she feared the car would block her path, and that a fellow rider behind her tried to position their bike between hers and the car to shield her. She also alleged that the men inside the car showed clear signs of intoxication. Police have not yet confirmed whether they conducted alcohol tests on Bainsla following his detention.

    Bainsla’s legal representative, Naveen Bainsla, has denied the intoxication allegation, telling Indian news agency ANI that his client had not been drinking and was traveling with family members. The lawyer also rejected framing the incident as a deliberate hit-and-run, arguing it should be classified as a case of negligent driving rather than intentional harm.

    Chauhan doubled down on her challenge to Bainsla’s account in a second follow-up video posted Monday night. She pointed to the original dashcam footage as clear proof that the car moved toward her motorcycle, rather than the other way around. She also rejected Bainsla’s claim that he did not know she was a woman, and publicly questioned why he failed to stop and check on her condition after the crash.

    “I could have been gravely hurt or broken my bones. I could’ve died on the spot,” Chauhan said in the video.

    The viral incident has opened up a national conversation about the routine threats and harassment female motorcyclists face across India. Dozens of women riders have since shared their own experiences online, recounting being followed by other motorists, filmed without consent, or targeted with aggressive driving simply because they are women riding high-powered motorcycles. Many reported facing constant microaggressions and stereotypes about women’s ability to operate large vehicles.

    Divya Sandhu, a professional riding coach who was involved in a similar harmful collision 10 years ago, told Indian broadcaster NDTV that widespread negative attitudes toward women riders have not improved in the decade since her own incident. “It’s very common for people to joke about women’s driving skills,” she said.

    Another female motorcyclist, Pallavi Singh, added that many women riders intentionally hide their hair and wear full-coverage protective gear partially to avoid being identified as women and targeted for harassment while on the road.

  • Oil hits $109/bbl as photos show major damage to Saudi pipeline

    Oil hits $109/bbl as photos show major damage to Saudi pipeline

    Growing anxiety over a potential global energy crisis has intensified following new details about severe damage inflicted by a drone attack on a critical Saudi Arabian oil pipeline last week. As first reported by The Associated Press on Monday, the kingdom’s East-West Pipeline – a key artery that moves crude oil from production centers to Red Sea export terminals – will remain out of operation for multiple weeks after the strike that occurred last Thursday.

    Anonymous regional officials confirmed to the AP that full repairs, which include work on a major pumping facility impacted in the attack, will take between three and five weeks to complete. Saudi authorities have pinned responsibility for the assault on Iran-aligned militias operating from Iraqi territory. Satellite imagery published over the weekend confirmed extensive fire damage to the targeted pumping station, undercutting early attempts to downplay the severity of the incident.

    The pipeline had taken on outsized strategic importance in recent months. Saudi Arabia began rerouting most of its oil exports through the East-West Pipeline to the Red Sea after the Strait of Hormuz, the world’s busiest traditional chokepoint for Middle Eastern oil shipments, was effectively closed to most commercial traffic following the outbreak of war between the United States and Iran in February, launched under former U.S. President Donald Trump. This shift made the pipeline the sole viable route for most of Saudi Arabia’s export volumes.

    According to a Monday report from The Guardian, if repairs are not completed within a matter of days, Saudi Arabia will deplete its available stored crude oil allocated for export, a disruption that could remove up to 4% of total global oil supply from international markets.

    Energy analysts warn this disruption could not come at a worse moment for already strained global energy systems. In a Monday market analysis for Bloomberg, senior energy correspondent Alex Longley noted that global markets have already faced persistent volatility for months, driven by the ongoing U.S.-Iran conflict and the continuing Russia-Ukraine war that has scrambled European and global energy flows. “Whatever happens, the oil market will need a quick fix,” Longley wrote. “It’s currently screaming for barrels.”

    Even a rapid repair of the pipeline would not immediately ease sky-high energy prices, analysts caution. Multiple overlapping disruptions continue to block alternative supply routes: the Strait of Hormuz remains closed, Houthi forces in Yemen have significantly escalated attacks on commercial oil shipping moving through the Red Sea, and the U.S. has shown no willingness to pursue a diplomatic resolution with Iran that could reopen Hormuz to traffic.

    The Houthi movement gained additional leverage over Red Sea shipping last Thursday, when it seized the key Yemeni port city of Mocha from Saudi-backed government forces. The capture of the port strengthens the group’s ability to launch attacks on vessels transiting the Bab el-Mandeb Strait, another critical chokepoint for Red Sea energy trade.

    News of the pipeline’s prolonged shutdown immediately roiled global energy markets on Monday. During intraday trading, international benchmark Brent crude spiked above $109 per barrel in response to the revelations. The price surge has already translated to heavier cost burdens for consumers, particularly in the United States. New data released Monday by the American Automobile Association (AAA) shows the average U.S. retail gasoline price now stands at $4.32 per gallon, while diesel prices – a key driver of broader logistics and food costs – hit a new record high of $6.23 per gallon.

  • China tightens travel restrictions for citizens

    China tightens travel restrictions for citizens

    In a significant expansion of government oversight over citizen mobility, China has implemented far-reaching new regulations that authorize border officials to bar certain citizens from leaving the country for up to three years. The new rules apply to individuals found to have engaged in activities that endanger national security, and have been extended to cover those deemed threats to the nation’s industrial and technological sectors at a time when global tech competition between China and the United States continues to intensify.

    The inclusion of industrial and technological security comes as China maintains strict scrutiny of high-stakes sectors such as artificial intelligence and semiconductors. Precedent for this targeted approach already exists: in March of this year, co-founders of Manus, an AI startup acquired by Meta, were reportedly blocked from exiting the country, an early indicator of the formalized restrictions now in place.

    Beyond granting authority for new exit bans, the updated regulations also require border officials to formally advise Chinese citizens against traveling to countries and regions classified as “high-risk”. While this codification is new, informal travel restrictions have been expanding across different groups of Chinese citizens for years. Civil servants were the first cohort to face these controls, with requirements to surrender passports to employers and obtain pre-approval for any overseas travel, before restrictions were later extended to employees of state-owned enterprises and eventually ordinary citizens.

    A retired grassroots civil servant based in the eastern province of Anhui, speaking to BBC Chinese on condition of anonymity, described the longstanding implementation of these controls. He explained that starting around 2018, his workplace required all employees to turn over their passports, and even after his retirement last year, his former employer still retains his document. To travel abroad, employees must submit a formal application detailing the purpose of their trip, and not all requests receive approval. According to the retired civil servant, trips to visit family are more likely to be approved than pure leisure travel, and the stated goals of the policy are to prevent corrupt officials from fleeing the country and moving assets overseas, as well as to stop the disclosure of state secrets by senior officials.

    A 32-year-old employee identified only by the pseudonym Xiao Wang, who works at a state-owned financial institution in Beijing, confirmed that similar restrictions have been in place for staff at his workplace for a long time. He added that management has verbally informed staff that travel to “sensitive countries” such as Japan is strictly off-limits.

    The expansion of formal exit bans has drawn sharp criticism from foreign policy analysts. Professor Tom Kellogg, Executive Director of the Center for Asian Law at Georgetown University, called the growing scope of travel restrictions “deeply concerning”. In comments to BBC Chinese, Kellogg argued that the new rules reflect expanding ideological control under China’s leader Xi Jinping, echoing conditions seen during the era of Mao Zedong, when China was largely cut off from the rest of the world and international travel was not a common reality for most citizens until the 1990s, following decades of reform and opening up. Kellogg noted that the current wave of restrictions brings back memories of that closed-off period.

    Kellogg added that the new regulations also give authorities another tool to control citizens active in human rights and advocacy work, saying “this is another tool designed to control what Chinese citizens do and say overseas.” He explained that in some cases, state security authorities reject passport applications specifically to prevent individuals from criticizing the Chinese government while abroad or to punish them for human rights advocacy activities.

    One case that illustrates this impact is that of Pipi, a 26-year-old Chinese citizen who asked to only be identified by his pseudonym. Pipi told BBC Chinese that his 2023 passport application was rejected, and he believes the denial is a direct result of his participation in the 2019 pro-democracy protests in Hong Kong, where he was interviewed by international media outlets. After returning to mainland China, Pipi was questioned by state security police, and an immigration official informally told him his application was denied “because of the Hong Kong issue” — no official written explanation for the denial was ever provided. Pipi says he has no idea if he will ever be allowed to leave China.

    Chinese authorities have pushed back against criticism of the new rules. Piyao, China’s official government-run rumor-correction platform, released a statement last week asserting that the new regulations do not restrict travel for ordinary law-abiding citizens. Instead, the platform framed the rules as a preventative measure targeting high-risk destinations and individuals with unusual travel patterns, noting that the rules were put in place to address specific problems including people being tricked into leaving the country to participate in illegal gambling and transnational scam operations overseas.

    One key feature of China’s exit ban system that creates uncertainty for citizens is that there is currently no public process for individuals to check if they are subject to an exit ban on their own. Most people only discover that they are barred from leaving when they attempt to cross the border or apply for travel documents, unless they receive direct official written or verbal notification. Neither China’s Ministry of Foreign Affairs nor its national immigration authorities responded to requests for comment from BBC Chinese for this report.

    Data compiled by human rights group Safeguard Defenders and shared with the BBC shows that exit bans have increased drastically in China over the past decade. China’s Supreme People’s Court database recorded just 89 court references to exit bans in 2016, but that number skyrocketed to nearly 189,000 last year. The share of civil court verdicts that involve exit bans also surged more than 30-fold between 2019 and 2025, rising from approximately 0.23% to 7.3%. Analysts note that the actual number of exit ban cases is almost certainly even higher than these official numbers indicate, as a growing number of court judgments related to exit bans are not made publicly available.

  • Why Asian gold is within reach for India’s women hockey team

    Why Asian gold is within reach for India’s women hockey team

    As the 2026 Asian Games in Japan prepare to kick off this Saturday, India’s women’s national hockey team carries the weight of high national expectations, with fans and analysts alike predicting the side could compete for a podium finish – and even take home the gold medal.

    This wave of optimism can be traced directly back to the team’s stunning performance at the FIH Hockey World Cup held this past August. Under the leadership of captain Salima Tete and head coach Sjoerd Marijne, the side secured a fifth-place finish, their best result at the global tournament since they claimed fourth place all the way back in 1974. The standout moment of the campaign came in a tightly contested match against England, where goalkeeper Bichu Devi Kharibam made a dramatic full-stretch dive to block what looked certain to be a match-winning goal for the opposition, setting the stage for India’s eventual positive result.

    This fifth-place finish marks a dramatic turnaround for a program that struggled through two years of inconsistent results and upheaval. So what has driven this sudden resurgence? Analysts and former players point to multiple interconnected changes that have reshaped the team.

    Former India captain Pritam Siwach credits the shift first to the team’s vastly improved defensive discipline and elite goalkeeping. During the World Cup, India held strong sides including China, England and Australia to draws, with a strategy that prioritized limiting opposition scoring opportunities – an approach Siwach summed up as, “We may not set your house on fire, but we won’t let you set ours on fire either.”

    Much of the credit for the team’s transformation has gone to head coach Marijne, a former Dutch international with deep ties to Indian hockey. Marijne previously led the team to a historic fourth-place finish at the 2021 Tokyo Olympics, but results declined sharply after his departure. He was brought back to take the top coaching role in January 2026, and has since overseen a remarkable shift in team culture.

    Marijne has built a diverse, intergenerational squad that blends veteran experience with exciting young talent, and he has prioritized giving opportunities to underrated players who spent years on the fringes of the national program. The current roster draws players from across varied socioeconomic backgrounds: captain Tete, 24, grew up in a small tribal village in Jharkhand, learning the game with bamboo hockey sticks handcrafted by her father, and her versatile ability to shift between defense and attack makes her the team’s on-field backbone. Midfielder Neha Goyal first took up hockey in Haryana just to earn a decent pair of shoes and playing clothes; after her alcoholic father passed away in 2017, her mother worked in factories for years to support the family as Goyal built her professional career. The squad spans 18 years of age, from 18-year-old rookie Sakshi Rana to 36-year-old veteran midfielder Savita, creating a dynamic mix of energy and experience.

    Beyond roster building, the team has also invested in specialized fitness support, adding performance scientists and other specialist staff to improve player conditioning while keeping training engaging. Former Hockey India assistant physiotherapist Bodhisattva Dass notes that the players have fully committed to the new program, putting in maximum effort to improve their physical readiness.

    Marijne’s biggest focus has been building team cohesion and mutual trust off the field, through intentional team-building exercises. During the World Cup, all players wore matching red and yellow unity wristbands to reinforce their shared team identity. In training sessions, senior players took part in blindfolded drills where they were guided around the pitch by junior teammates, an activity designed to break down generational barriers and build interdependence. His approach has broken down the communication gaps that once plagued the squad; as captain Tete told Hockey India, younger players never hesitate to approach senior teammates for guidance, and veterans are always ready to offer support.

    Currently ranked eighth in the global FIH rankings following their World Cup result, the team has made clear progress, but notable challenges remain. Before their June 2026 Women’s Nations Cup title win, the side endured a brutal stretch: they failed to qualify for the 2024 Paris Olympics, were relegated from the FIH Pro League in the 2025-26 season, and faced added uncertainty when former coach Harendra Singh unexpectedly resigned in December 2025.

    Attacking play also remains a key area to improve. At the World Cup, India netted just 11 goals total, six of which came against South Africa; they failed to score against top sides England, the Netherlands and Australia. Journalist Norris Pritam points to poor penalty corner conversion rates as a particular issue, noting that a more aggressive attacking approach would also ease pressure on the team’s strong defensive unit.

    Heading into the Asian Games, the Indian side will face tough competition from regional powerhouses China, Japan and South Korea. Multiple key players return with prior Asian Games experience from the team’s 2023 bronze medal finish, and the stakes could not be higher: a gold medal in Japan would earn India automatic direct qualification for the 2028 Los Angeles Olympics. For forward Lalremsiami, the tournament carries extra personal weight: in 2019, she was playing in Hiroshima when she learned her farmer father had passed away, and she chose to stay with the team to help secure Olympic qualifying spot, sacrificing the chance to return home for the funeral.

    Analysts remain optimistic about India’s chances. Pritam notes that Marijne has instilled new confidence and camaraderie, turning the side into a tightly knit unit. “China will be the biggest rival, but if India stays focused, they can overcome the challenge,” he said.

  • Houthi attacks expose gaps in Pakistan’s defence pact with Saudi Arabia

    Houthi attacks expose gaps in Pakistan’s defence pact with Saudi Arabia

    Over the past several months, Pakistan has steadily expanded its diplomatic footprint, positioning itself as a regional mediator to de-escalate tensions between Washington and Tehran. This diplomatic push reached a landmark milestone last month, when Islamabad joined Saudi Arabia and Turkey to sign a historic trilateral Joint Defence Agreement in Mecca, Islam’s holiest city.

    Signed on August 7, the pact’s core mutual defense clause mirrors NATO’s Article 5, stipulating that an armed attack against any one signatory will be considered an attack against all three. While the clause has drawn immediate comparisons to the NATO collective security framework, regional analysts have long warned against interpreting the text too literally.

    That warning became relevant just one month after the signing, when Iran-aligned Houthi forces launched a large-scale barrage of drones and missiles into Saudi Arabia on September 8. The attack targeted critical military and energy infrastructure, turning the pact’s abstract security commitment into an urgent, high-stakes operational test for Pakistan and Turkey.

    In the days following the strike, neither Islamabad nor Ankara launched direct military counter-operations alongside Riyadh. Instead, both countries opted for firm diplomatic statements of solidarity, highlighting a growing tension between political alliance commitments and direct military involvement that has left Pakistan walking a geopolitical tightrope between its Saudi alliance and fragile neighborly ties with Iran.

    Shortly after the Houthi attack, Pakistani Defence Minister Khawaja Muhammad Asif publicly reaffirmed that Pakistan remained bound by the terms of the pact and would honor its commitments if needed. But just days later, foreign ministry spokesperson Sajjad Haider Khan clarified that direct military action against the Houthi movement was not under active consideration. “Pakistan has signed a joint defence agreement, which is a fact… But as of now, there is no discussion of this kind,” Khan stated during his September 10 weekly media briefing in Islamabad.

    This carefully calibrated response exposes the delicate balancing act Pakistan must maintain. Pakistan has maintained a longstanding military presence in Saudi Arabia and has significantly deepened bilateral defense cooperation in recent years. Under a separate 2025 bilateral Strategic Mutual Defence Agreement, Saudi Arabia confirmed in April that Pakistani troops, including Pakistan Air Force fighter jets and support aircraft, had deployed to King Abdulaziz Air Base to bolster regional security amid rising tensions.

    But Pakistani officials and independent experts alike draw a clear distinction between providing defensive support to protect Saudi territory and infrastructure, and joining offensive military operations against Houthi forces inside Yemen. One senior Pakistani official with expertise in Gulf affairs notes that this current dilemma echoes a similar crisis Islamabad faced back in 2015, when parliament voted to stay neutral rather than join the Saudi-led coalition against the Houthis in Yemen, a decision that severely strained bilateral ties with Riyadh at the time.

    Today, both Pakistan and Saudi Arabia appear united in their determination to avoid being dragged into a wider regional conflict that could draw in Iran, the United States and Israel, according to regional security experts. Qamar Cheema, head of the Islamabad-based Sanober Institute think tank, explains that neither country wants to see the existing conflict spill over onto Saudi territory. “This alliance will fight with state actors and work as a deterrent and a clear case of strategic depth, which Saudi Arabia is searching for,” Cheema told Middle East Eye, adding that Riyadh is keen to avoid a repeat of past crises that disrupted shipping through the Strait of Hormuz.

    Maintaining this careful balance between defensive support and active offensive participation could grow increasingly difficult if Houthi missile strikes against Saudi Arabia escalate. The geopolitical flashpoint has already shifted to the Bab el-Mandeb Strait, where the Houthis announced a naval blockade against Saudi Arabia back in July, a strategy they describe as “blockade for blockade” launched in response to Saudi restrictions on Houthi-controlled infrastructure in Yemen. The move followed a cycle of escalation that included strikes on Sanaa Airport and repeated Houthi drone and missile attacks on Saudi energy facilities.

    According to Pakistani officials, Riyadh has now concluded that political negotiations with the Houthis are no longer viable, forcing the kingdom to prepare for a protracted military engagement. Pakistan has already joined the Saudi-led Multinational Maritime Defence Alliance, which launched in Riyadh at the end of July with military representatives from more than 40 countries in attendance. Fourteen nations including Pakistan, Saudi Arabia, Turkey, Egypt, Qatar, Kuwait, Bahrain and Jordan have backed the initiative to protect commercial shipping lanes through the Bab el-Mandeb Strait, the Red Sea and the Gulf of Aden. Beyond that, Pakistan also participates in ongoing regional maritime security operations through the U.S.-led Combined Task Force 150, a multinational naval coalition that patrols the Red Sea and Bab el-Mandeb Strait.

    For Pakistan, the immediate top priority remains avoiding escalation. But a senior Pakistani official warned that if Houthi strikes intensify and cause mass casualties among Pakistani troops deployed at strategic sites inside Saudi Arabia, growing public and political pressure in Islamabad could force the government to abandon its current neutral stance. That scenario would turn the current ambiguity surrounding Pakistan’s commitments into a direct, high-stakes test of the trilateral pact.

    Cheema notes that attacking the Houthis is not a viable option for Pakistan at this stage. Having positioned itself as a regional peacemaker, Islamabad is currently prioritizing diplomatic dialogue to contain the broader crisis, particularly because closure of the Strait of Hormuz or disruption of Gulf of Aden shipping would put critical global supply chains and energy routes at severe risk.

    For Pakistan, the most complicated factor in this entire strategic equation is its long border with Iran. The two countries share a 900-kilometer porous border, and both governments have worked for years to contain cross-border friction that flared into open exchange of missile strikes back in January 2024. If Pakistan were to launch offensive operations against the Iran-aligned Houthis, it would risk reigniting open conflict with Tehran, and experts warn that direct engagement with an Iranian proxy force would severely damage bilateral ties and create new security threats along Pakistan’s already volatile western frontier.

    Domestic stability adds another layer of complexity. Pakistan is home to one of the world’s largest Shia populations outside of Iran, many of whom follow religious guidance from Tehran under the Wilayat-e Faqih doctrine. While Pakistan’s military was able to contain internal unrest following the reported killing of Iranian Supreme Leader Ayatollah Ali Khamenei in U.S.-Israeli airstrikes in February, sectarian sensitivities remain a persistent constraint whenever relations with Iran deteriorate.

    Economic risks also compound Pakistan’s strategic dilemma. Pakistan relies heavily on Middle Eastern energy imports and unimpeded access to critical shipping corridors such as the Strait of Hormuz and the Red Sea. Regional instability can quickly translate into economic disruption at home: recent Middle East hostilities already triggered a sharp spike in Pakistani domestic fuel prices within the span of a single week.

    Beyond geopolitical and domestic challenges, the trilateral alliance also faces structural hurdles rooted in differing threat perceptions across the three member states. Pakistan’s primary security focus remains its long-running border tensions with India, with additional concerns over cross-border militancy from Afghanistan’s Taliban regime adding a second layer of security priorities. Saudi Arabia’s core priorities are focused on protecting its own territory, energy infrastructure and maritime shipping lanes, while managing threats from Iran and non-state armed groups such as the Houthis along its southern border. Turkey’s security perimeter extends even further, across Syria, Iraq, the Eastern Mediterranean and the Caucasus.

    These divergent priorities raise a fundamental question: would each member state be willing to accept major economic and geopolitical costs to defend another member in a conflict that it does not view as a core threat to its own national security? This operational friction is further compounded by the fact that the three countries use disparate military hardware platforms. Saudi Arabia relies heavily on sophisticated U.S. and Western-supplied defense systems. Pakistan operates a mix of Chinese-origin and Western equipment, while Turkey has invested heavily in developing its own indigenous defense industry.

    The trilateral agreement itself remains a work in progress. Senior defense ministers and military officials from the three countries met in Istanbul on August 31 to agree to establish a permanent secretariat based in Saudi Arabia and pledged to deepen cooperation on defense technology development. But experts note that the pact currently exists as a general policy framework rather than a fully integrated military command structure. Specific details on how the alliance will operate, including provisions for air defense assistance, intelligence sharing, protection of Saudi military installations and rules for participation in offensive operations against the Houthis, have yet to be finalized.

    “A lot of institutional development is required at the moment, particularly in inter-military planning and interoperability among the armed forces of the three countries,” Cheema said, adding that the three nations also need to establish clear, agreed procedures for responding to threats from both state and non-state actors. Pakistan’s foreign ministry spokesperson Khan acknowledged these limitations last week, describing the agreement as an “umbrella agreement” whose institutional mechanisms will take time to fully develop. “At this stage, I don’t think we should be discussing this topic in the context of its operationalisation,” he told journalists.

  • Mahmoud Khalil sues Columbia University for allowing harassment that led to his ICE arrest

    Mahmoud Khalil sues Columbia University for allowing harassment that led to his ICE arrest

    On a Monday press conference in New York City, former Columbia University student Mahmoud Khalil, alongside a campus pro-Palestine student group and its leader, launched a new federal lawsuit against the elite Ivy League institution, accusing it of enabling systemic discrimination that directly cleared the path for his 2025 arrest by U.S. Immigration and Customs Enforcement (ICE).

    Joining Khalil as co-plaintiffs are the Palestine Working Group (PWG)—a student organization based at Columbia’s School of International and Public Affairs (SIPA)—and PWG president Mohammed Ibrahim Zubairi. Named as defendants in the suit are Columbia’s Board of Trustees and SIPA Dean Keren Yarhi-Milo. The legal filing outlines that the university displayed deliberate indifference to repeated reports of severe, sustained, coordinated harassment targeting the plaintiffs, singling them out because of their pro-Palestine advocacy, their Arab and Muslim identities, their national origins, and their status as non-U.S. citizens. Court documents identify Khalil as a Palestinian Muslim holding Algerian citizenship, and Zubairi as a Pakistani Muslim with Pakistani citizenship.

    Khalil, a former U.S. green card holder married to a U.S. citizen, was taken into ICE custody in March 2025 as part of the Trump administration’s campaign targeting non-citizens deemed to hold anti-Israel rhetoric. Plainclothes agents revoked his student visa and green card during the arrest, and he remained detained in an ICE facility for 104 days—a period that forced him to miss the birth of his first child. He was ultimately released on a federal court order pending the outcome of federal proceedings against him, and his case quickly garnered international public attention.

    In remarks to reporters Monday, Khalil emphasized the lawsuit does not blame the university for ICE’s actions directly, but for creating conditions that made his detention possible. “If only I had legal support [from the university] before my detention, I don’t think ICE would have came and kidnapped me,” he said. “That’s why I’m not suing Columbia for what ICE did. I’m suing them for all the groundwork that they did before my abduction to make my abduction possible. Because without Columbia’s intentional disregard to my safety, I don’t think ICE would have came after me.”

    The legal complaint details that in the five months after mass pro-Palestine protests erupted across Columbia’s campus in 2024 in response to Israel’s military campaign in Gaza, Khalil, Zubairi, and other PWG members repeatedly reported harassment and doxxing targeting pro-Palestine students to university administrators, including directly to SIPA’s dean. According to the suit, school officials failed to intervene to stop the ongoing, pervasive harassment, and instead retaliated against PWG: university leaders repeatedly labeled the group’s events as security threats, unreasonably disrupting its ability to operate as a recognized student organization. Khalil added that he had met repeatedly with university leadership in the months before his arrest to plead for protection for the campus Palestinian community, but his requests were ignored. He also noted that the university ultimately banned two leading pro-Palestine student groups, Students for Justice in Palestine and Jewish Voice for Peace, after the protests began.

    “Our safety and well-being did not serve the ideological project [Columbia’s] Board of Trustees was protecting, so they traded us away,” Khalil told reporters.

    In a statement provided to Middle East Eye in response to the new lawsuit, a Columbia spokesperson reaffirmed the university’s stated commitment to campus safety. “Creating a campus environment where every member of our community feels welcome, supported, and safe is fundamental to who we are as a University,” the emailed statement read. “It is also a responsibility we take seriously. Columbia is committed to protecting our community from discrimination and harassment, and responding promptly and appropriately when concerns arise.”

    Monday’s lawsuit marks the second major legal action against Columbia over alleged anti-Palestine discrimination in as many months. Last month, a separate group of current and former Palestinian students and staff filed suit in New York State Supreme Court, seeking monetary damages under New York City’s Human Rights Law, which bans discrimination based on race and national origin, among other protected characteristics. That complaint alleges that Columbia has subjected Palestinian students, faculty, and staff to unequal treatment in the period following the October 7, 2023 Hamas attacks and the subsequent Israeli military campaign in Gaza. Plaintiffs in that case accuse the university of actively amplifying racially, ethnically, and politically motivated targeting of Palestinians, failing to protect Palestinian community members from harassment, and subjecting pro-Palestine activists to biased, unfair disciplinary proceedings. One key allegation in that suit notes that Columbia hired private investigators to surveil students who participated in a March 2024 campus event called “Resistance 101,” after which six students were suspended and removed from university housing.

    Both legal actions come after more than two years of ongoing controversy surrounding Columbia’s handling of campus protests against Israel’s war in Gaza. In July 2025, Columbia reached a settlement agreement with the Trump administration to end federal investigations into alleged violations of anti-discrimination law and restore frozen federal research funding. Under the terms of that deal, the university agreed to pay $200 million to the U.S. government and an additional $21 million to resolve an Equal Employment Opportunity Commission investigation into antisemitism claims from Jewish employees. Columbia did not admit any wrongdoing nor accept the federal government’s finding that it had violated Title VI of the Civil Rights Act. The university also settled a separate lawsuit brought by Jewish plaintiffs in February 2026, which alleged Columbia had failed to protect Jewish and Israeli students from antisemitism on campus.

    Palestinian student activists and free speech advocates have for years repeatedly accused Columbia of disproportionately disciplining students and faculty who voice opposition to Israeli policy, a pattern that the new federal lawsuit brings to federal court.

    This report is from Middle East Eye, an independent media outlet focused on coverage of the Middle East, North Africa and global affairs related to the region.

  • Attack on Saudi Arabian pipeline may cut four percent of world’s oil supply

    Attack on Saudi Arabian pipeline may cut four percent of world’s oil supply

    A recent drone strike targeting Saudi Arabia’s critical East-West Pipeline has triggered major disruptions to global oil markets, with industry assessments indicating repairs could take five to six weeks to complete, according to senior industry sources cited by Reuters. The outage removes approximately 4 million barrels per day of Saudi crude – equal to 4% of total global oil supply – from international markets, sending energy prices soaring across the board at the start of the trading week.

    On Monday, Brent crude, the global benchmark for oil pricing, climbed 3% to trade near the $108 per barrel mark. This upward momentum follows a sharp rally last week, driven by a rapid Houthi offensive that secured the group full control of Yemen’s side of the Bab el-Mandeb, a strategically vital Red Sea chokepoint through which millions of barrels of Saudi oil are shipped daily.

    Market analysts warn that publicly quoted benchmark prices do not fully capture the extreme cost increases being passed on to commercial buyers, particularly for refined petroleum products such as diesel. Gregory Brew, a leading energy analyst at risk consultancy Eurasia Group, noted on social platform X that physical cargoes of Omani crude are currently selling for as high as $121 per barrel, while Murban crude loaded at the United Arab Emirates’ Fujairah port is trading at $131 per barrel – far above benchmark levels.

    The sudden price spike comes at a particularly fragile moment for the global economy, which is already struggling to rein in persistent high inflation and adapt to sharply higher borrowing costs across major developed and emerging markets.

    In comments made on Monday, former U.S. President Donald Trump pushed back against claims that rising diesel prices stem from the ongoing U.S.-Israeli military campaign against Iran, instead blaming attacks on energy infrastructure carried out by Russia and Ukraine. He added that the two nations have reached an agreement to temporarily halt such targeting operations.

    New satellite imagery published by analytics firm Vantor on Sunday confirms extensive damage to a key pumping station along the East-West Pipeline at al-Mesabaah, located southeast of the Saudi city of Medina. Last week, Saudi officials stated the drone attack was launched from Iraqi territory, where a network of Shia-majority militias aligned with Iran operate. Both the Yemeni Houthi movement and Iraq’s Popular Mobilisation Forces (PMF) are part of Iran’s so-called “Axis of Resistance” alliance, though the Houthis exercise a greater degree of operational independence from Tehran than other member groups.

    For both Iran and the Houthis, the disruption of the pipeline represents a significant strategic gain, as it lays bare critical security vulnerabilities in Saudi Arabia’s energy export infrastructure. The Houthis are seeking to leverage their recent battlefield gains to expand the territory under their control in Yemen, while Iran aims to strengthen its strategic dominance over the Strait of Hormuz, another chokepoint through which roughly 20% of global oil trade passes.

    The East-West Pipeline has served as a critical bypass for Saudi oil exports for decades. Constructed in the 1980s during the Iran-Iraq War specifically to offer an alternative route around the Strait of Hormuz, the pipeline runs from Saudi Arabia’s giant Gulf coast oil fields to the Red Sea export terminal at Yanbu. In recent years, it has allowed Saudi Arabia to maintain roughly two-thirds of its pre-conflict export volumes despite a de facto blockade imposed by Iran on Gulf shipping through Hormuz, carrying 4 million bpd for international markets before the attack.

    Beyond the immediate pressure on Saudi Arabia, the pipeline shutdown is also prompting warnings for other Gulf Cooperation Council states that have invested in alternative export routes to avoid dependence on the Strait of Hormuz. The United Arab Emirates currently operates a smaller pipeline that terminates at Fujairah on the Gulf of Oman to bypass Hormuz, but that infrastructure sits far closer to Iranian territory than Saudi Arabia’s East-West Pipeline, raising questions about its own vulnerability to similar attacks.