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Israel Hijacks Global Oil Flow

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : The war that has engulfed the Middle East over the past several weeks is no longer merely a confrontation of missiles, drones, and military doctrines. It is rapidly revealing itself as a deeper contest over geography, energy, and long-term global control. Beneath the smoke of bombed installations and the rhetoric of national security lies a far more consequential objective: the redrawing of the world’s most critical energy routes. What began as a campaign justified on the basis of an “imminent threat” from Iran is now unfolding into a strategic effort that could permanently alter how oil flows from the Gulf to the rest of the world.
At the heart of this transformation lies the Strait of Hormuz, the narrow maritime corridor through which nearly one-fifth of the world’s oil supply passes every day. For decades, this chokepoint has served as both a lifeline and a vulnerability for global energy markets. Any disruption here—whether through war, sanctions, or sabotage—immediately reverberates across continents, sending oil prices soaring and economies into instability. The current conflict has demonstrated just how fragile this artery truly is. Tanker attacks, rising insurance premiums, and rerouted shipping lanes have exposed the risks of relying on a single, narrow passage for such a massive share of global oil.
It is within this context that a striking and controversial vision has emerged. Israeli leadership, through a series of statements and strategic hints, has pointed toward the possibility of bypassing the Strait of Hormuz altogether. The idea is deceptively simple yet geopolitically profound: construct a pipeline that would transport oil from Gulf producers across the Arabian Peninsula and into Israel, where it could then be shipped via Mediterranean ports to Europe and beyond. Such a route would eliminate dependence on Hormuz, neutralize Iran’s ability to disrupt global energy flows, and reposition Israel as a central hub in the international oil trade.
While versions of this idea have existed in policy circles for years—most notably through discussions around the Eilat-Ashkelon pipeline—the present war appears to have injected new urgency into its consideration. What was once a theoretical infrastructure project is now being framed as a strategic necessity. The logic is clear: if Hormuz can be disrupted, then it must be bypassed. And if it is bypassed through Israeli territory, then Israel gains unprecedented leverage over the energy lifelines of both Europe and parts of Asia.
This raises a deeply uncomfortable question: was the war itself, at least in part, shaped by this long-term vision? The official justification centered on the notion of an imminent Iranian threat—particularly the fear that Iran might soon develop nuclear weapons and long-range missile capabilities capable of striking Europe or even the United States. Yet, as the conflict has progressed, cracks have begun to appear in this narrative. Statements from U.S. intelligence officials in congressional hearings have indicated that Iran neither possessed the immediate capability to strike the United States nor demonstrated an intent to do so in the near term.
Instead, the threat appears to have been framed in hypothetical terms—what Iran could become, rather than what it currently is. The argument shifted from “imminent danger” to “imagined future risk.” This distinction is not merely semantic; it raises serious questions about the legitimacy of the war itself. If the threat was not immediate, then the rationale for initiating such a large-scale conflict becomes far more questionable.
Against this backdrop, recent military actions take on a different meaning. Strikes on Iranian energy infrastructure, including major gas fields and oil facilities, appear less like isolated tactical operations and more like components of a broader strategic script. By provoking Iranian retaliation—particularly against regional oil installations and shipping routes—the conflict has effectively demonstrated the vulnerability of the Strait of Hormuz. In doing so, it has strengthened the case for alternative routes, including the proposed pipeline through Israel.
Iran, for its part, has responded in a manner that underscores its own strategic leverage. By targeting shipping lanes and signaling its ability to disrupt Hormuz, Tehran has shown that it can impose a global cost for any sustained aggression against it. The result is a paradox: every escalation that threatens global oil supply simultaneously reinforces the argument for bypassing the very chokepoint Iran influences.
Yet the conflict is not confined to economic and strategic calculations alone. It carries within it the risk of a far more dangerous escalation—one rooted in religion and symbolism. Reports of missile debris landing dangerously close to Jerusalem’s most sacred sites, including the Western Wall and the Dome of the Rock, serve as a stark reminder of how quickly this war could transcend geopolitics and ignite a broader global crisis. Had these sites been directly struck, the consequences would have been catastrophic, drawing in millions of believers and transforming a regional war into a wider religious confrontation.
Meanwhile, a subtle but significant divergence appears to be emerging between the United States and Israel. Washington has signaled, through public statements, that it believes major military objectives have already been achieved. Claims that Iran’s military capabilities have been severely degraded suggest a desire to declare victory and potentially de-escalate. Israel, however, has articulated a far more open-ended vision of the conflict. Its leadership continues to emphasize that multiple objectives remain unfulfilled, and that the endgame is still distant.
This divergence is critical. While the United States bears the overwhelming financial and reputational burden of the war—spending billions of dollars, straining alliances, and facing global criticism—Israel stands to gain the most if its long-term strategic goals are realized. The transformation of Israel into a central energy transit hub would not only enhance its economic position but also grant it leverage over countries dependent on Middle Eastern oil.
For the United States, the costs are mounting. Beyond the direct military expenditures, estimated at nearly a billion dollars per day, there is the erosion of credibility. Allies question Washington’s consistency, adversaries exploit its vulnerabilities, and neutral states grow increasingly wary of its intentions. The perception of having entered a war based on speculative threats rather than concrete evidence further undermines its standing.
In contrast, Israel’s potential gains are structural and enduring. Control over a major alternative energy corridor would place it at the center of global oil logistics, allowing it to influence supply, pricing, and strategic alignment. Such a shift would echo historical precedents, where control over key transit routes—whether the Suez Canal or the Strait of Malacca—translated into geopolitical dominance.
As the war continues, the world stands at a crossroads. If the Strait of Hormuz remains unstable and the pipeline vision gains momentum, we may be witnessing the beginning of a new global energy order. One in which traditional chokepoints are bypassed, new corridors are established, and power is redistributed accordingly.
The question is no longer who is winning on the battlefield. It is who will control the pathways through which the world’s lifeblood—its energy—flows. In that contest, the most decisive victories may not be measured in territory captured or enemies defeated, but in pipelines laid and routes redefined.

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Denmark says Russian warship fired flares at military helicopter

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Denmark has accused a Russian warship of firing two emergency flares at one of its helicopters while it was tracking the vessel in the Baltic Sea.

The Danish government has summoned the Russian ambassador over the incident, which it said happened during a “routine” monitoring operation on Monday.

Prime Minister Mette Frederiksen branded the Russian action “reckless” and said it was designed to “intimidate and divide”.

Russia said it would “thoroughly investigate” the incident but accused Danish helicopters of making “dangerous manoeuvres” near Russian warships.

It came on the same day that Nato forces shot down a drone over Lithuania in the latest security scare on the alliance’s eastern flank, where tensions remain high amid Russia’s full-scale invasion of Ukraine.

In a statement detailing the incident in the Baltic Sea, the Danish armed forces said: “One of the air force’s Fennec helicopters was today fired at with flares during a routine photographic operation of a Russian frigate, which was located in international waters off Gedser.”

Of the two flares fired at the helicopter, one passed close to it, the statement added.

The Danish foreign ministry described the incident as “completely unacceptable”.

Danish Foreign Minister Lars Lokke Rasmussen accused Russia of “gradually shifting the boundary for what they consider acceptable behaviour”, adding: “That is something we cannot accept.”

In a statement, Russian ambassador Vladimir Barbin said Moscow would “thoroughly investigate all the circumstances of the incident” but accused the Danish helicopter of carrying out “provocative actions”.

Barbin said this was “not the first time that Danish Air Force helicopters have carried out dangerous manoeuvres near Russian warships”.

He said he had complained about a similar incident last year, adding that the latest event showed that “communication problems lie not with the Russian Navy’s vessels, but with the Danish side”.

Russia’s behaviour was “reckless and dangerous,” the President of the European Commission Ursula von der Leyen said in a post on social media.

This incident – together with the drone over Lithuania – was “part of a broader pattern of Russian aggression and provocation against Europe”, she added.

Danish Defence Minister Jeppe Bruus told Reuters no attempt to make contact with helicopters had been made by the frigate’s crew.

Map of the Baltic Sea region showing Denmark, Lithuania, Poland and Russia. A marker indicates the location of a helicopter incident in international waters off Gedser, near Denmark's southern coast.

Overnight, Nato fighter pilots shot down a drone that entered Lithuania’s airspace.

Authorities said the drone likely entered southern Lithuania, near the second-largest city of Kaunas, from neighbouring Belarus shortly after midnight on Tuesday.

The origins of the drone have yet to be determined, the Lithuanian national crisis management centre said, but the country’s president pointed to increased Russian aggression in recent months.

President Gitanas Nausėda wrote on X: “With Russia intensifying its aggression against Ukraine, such readiness is vital for our region. Together with our Nato Allies, Lithuania will defend its airspace.”

Lithuania shares a large part of its southern and eastern border with Belarus, a key Russian ally.

Poland also announced there had been “aviation operations” in its airspace on Monday night “due to the activity of Russian Federation’s jet-powered unmanned aerial vehicles conducting strikes on Ukrainian territory”.

It said the overnight operations were of a “preventive nature” and aimed at “securing airspace and its protection, especially in areas adjacent to threatened regions”.

Nato jets have been scrambled several times to shoot down stray Ukrainian drones that have crossed into Baltic countries Estonia and Latvia this year.

Taken From BBC News

https://www.bbc.com/news/articles/cwn8mjl31p5yo

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Iran Checkmates the Hormuz Bypass

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : The war with Iran is no longer merely a contest of missiles, aircraft and naval power. It has become a struggle over the arteries through which the world’s energy flows. For months, the United States, Israel and regional producers have searched for ways to reduce dependence on the Strait of Hormuz. Israel has proposed pipelines carrying Gulf energy westward to its Mediterranean ports, while other projects envisage moving Iraqi and regional oil toward the Mediterranean. But events of recent days demonstrate a fundamental weakness in this strategy: bypassing one vulnerable chokepoint does not abolish geography. It merely transfers the vulnerability somewhere else.
Israeli Prime Minister Benjamin Netanyahu made his vision explicit in March. He proposed oil and gas pipelines running westward across the Arabian Peninsula to Israeli Mediterranean ports, arguing that such infrastructure could eliminate dependence on maritime chokepoints.
The broader search for alternative corridors has also involved proposals linking Iraqi energy resources with Syria’s Mediterranean coast. These projects potentially create enormous commercial opportunities for transit countries, ports, construction companies and international energy corporations. The contest, therefore, is not simply over oil. It is increasingly over who will build, operate and influence the infrastructure carrying that oil.
Saudi Arabia already possessed the most important working example of the bypass strategy. Its 1,200-kilometre East-West Pipeline, or Petroline, carries crude from the kingdom’s eastern producing regions across the Arabian Peninsula to Yanbu on the Red Sea. As Hormuz became increasingly dangerous, this pipeline became enormously important. Roughly four million barrels per day were moving through the system, allowing Saudi Arabia to export without sending those barrels through Hormuz.
Then came the drones. Saudi authorities say several drones launched from Iraqi territory attacked the East-West Pipeline system in the Riyadh and Madinah regions. The attacks caused injuries and damage and forced authorities to shut the pipeline as a precaution while technical teams assessed its safety. The entire 1,200-kilometre pipeline did not need to be physically destroyed. A sophisticated energy artery depends upon pumping stations, controls and associated infrastructure. Damage at strategically important points can interrupt the entire flow.
The economic consequences could be enormous. Saudi Arabia reportedly has enough exportable crude stored at Yanbu to maintain current flows for only about five to seven days if Petroline remains closed. After that, as much as four percent of global oil supply could be jeopardised.
Repair estimates remain uncertain, ranging from days to weeks. The important strategic lesson is therefore not whether Petroline can eventually be repaired. Of course it can. The lesson is that the principal functioning escape route from Hormuz has itself demonstrated its vulnerability.
This is where Iran’s strategic depth becomes important. Tehran does not require conventional naval supremacy over every kilometre of Hormuz to exercise extraordinary leverage there. Commercial shipping operates according to risk. One successful missile or drone attack can force shipowners, insurers and cargo operators to reconsider whether a voyage remains commercially acceptable.
The same logic increasingly applies at the other end of the Arabian Peninsula. Yemen’s Iran-aligned Houthis have advanced along the Red Sea coast and reached Perim Island, situated inside Bab el-Mandeb—the narrow gateway connecting the Red Sea with the Gulf of Aden. Saudi Arabia’s Petroline may bypass Hormuz by terminating at Yanbu, but tankers sailing from the Red Sea toward Asian markets still confront the geography surrounding Bab el-Mandeb. The alternative route therefore possesses a chokepoint of its own.
This is what I describe as Iran’s strategic checkmate of the Hormuz-bypass concept. I do not use “checkmate” to mean that Iran possesses uncontested sovereignty over two international waterways or has defeated American military power. My argument is economic and strategic. Iran and forces aligned with it possess sufficient capabilities across different theatres to make alternative energy routes vulnerable. In commercial transportation, the ability credibly to threaten passage can sometimes be almost as consequential as physically occupying it.
The deeper story concerns money and power. Every new pipeline creates winners. Construction companies receive contracts. Energy corporations acquire projects. Transit countries collect revenues. Ports gain business. Investors obtain returns. Countries hosting terminals acquire additional strategic importance. Israel’s proposed Mediterranean corridor could enhance its position as an energy bridge. American companies participating in Middle Eastern energy and infrastructure projects can obtain major commercial opportunities. Regional governments, meanwhile, seek diversified routes that reduce their dependence on waterways vulnerable to war.
Yet the cruel paradox is that Middle Eastern oil-producing countries risk carrying a disproportionate share of the immediate damage. Their pipelines become targets. Their export terminals require protection. Their production revenues become vulnerable to interruption. Their cities face missile and drone threats, while insurance and transportation costs rise. Saudi Arabia’s present predicament illustrates the danger: an infrastructure system designed to provide strategic security from Hormuz has itself become exposed to the expanding battlefield.
The widening conflict around Bab el-Mandeb demonstrates another limitation of purely military calculations. A superpower can deploy aircraft carriers, destroyers, missile defences and tens of thousands of personnel, yet commercial shipping requires something more difficult to guarantee: confidence. A shipping company contemplating a billion-dollar vessel and valuable cargo does not ask merely which navy is stronger. It asks whether the ship can complete its voyage safely, whether insurance remains available and whether the potential profit justifies the possibility of catastrophic loss.
That is why geography continues to defeat attempts to declare Hormuz irrelevant. A pipeline across Saudi Arabia substitutes pumping stations and hundreds of kilometres of exposed infrastructure for the strait. A Syrian corridor would traverse another politically sensitive landscape. An Israeli Mediterranean corridor would require enormous investment, security and regional cooperation. And Red Sea exports must still confront the security environment surrounding Bab el-Mandeb. There is no magic line on a map capable of removing geopolitical risk.
The Iran war has consequently evolved into something much larger than the conflict with which it began. It is simultaneously a military confrontation, an energy war and a contest over the future architecture of global petroleum transportation. The question is no longer simply who produces Middle Eastern oil. Increasingly, it is who builds the pipelines, controls the ports, protects the waterways and possesses leverage between the wellhead and the consumer.
The architects of alternative corridors hoped to diminish Iran’s greatest geographical advantage by diminishing Hormuz itself. Instead, the expanding conflict is demonstrating that energy routes cannot simply escape geography. Close one chokepoint and another becomes indispensable. Build a pipeline and the pumping stations become strategic assets. Shift exports toward the Red Sea and Bab el-Mandeb assumes greater importance.
That is the strategic irony of this war. The attempt to make Hormuz irrelevant may instead have demonstrated just how difficult it is to make Iran’s geography irrelevant. The map of the Middle East has not changed. What has changed is the number of places on that map where the world’s energy lifelines can now be threatened.

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After Military Failure, Trump’s Economic War on Iran

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : The geopolitical landscape has witnessed few spectacles as paradoxical as the recent confrontation between the coalition of the United States and Israel against the Islamic Republic of Iran. What was predicted by Western military analysts and policymakers to be a swift, decisive campaign—a “shock and awe” reminiscent of the opening salvos of the 2003 Iraq War—has instead morphed into a historical anomaly.

It is a conflict defined not by the victor’s triumph, but by the hubris of the aggressor being dashed upon the rocks of asymmetric resilience. The United States, the sole superpower possessing a military budget exceeding 1.5 Trillion annually—larger than the next 20 countries combined—has been forced into a humiliating strategic retreat.

After failing to achieve a single operational objective, the rhetoric has shifted from “military obliteration” to “economic annihilation.” This pivot from Tomahawks to Treasury sanctions is not a sign of strength; it is the death rattle of a failing hegemonic strategy, a threat as hollow as the bombs that failed to subdue Tehran.

In the lead-up to the conflict, the rhetoric emanating from Washington and Tel Aviv was characterized by a certainty that bordered on the biblical. Officials promised the “degradation of Iran’s military infrastructure to the Stone Age,” invoking imagery of an assault more severe and more comprehensive than the firebombing of Dresden or the atomic strikes on Hiroshima and Nagasaki.

After having failed to achieve even a single declared objective of waging war against Iran, the United States found itself in a position unique in its modern history: it had not lost a war tactically, but it had failed to win strategically. Iranian uranium enrichment, far from being halted, reportedly accelerated in response to the strikes, with the International Atomic Energy Agency (IAEA) confirming that stockpiles of 60% enriched uranium had risen by over 15% during the conflict window. The “daunting military machine” was halted not by Iranian nuclear parity, but by the cost of persistence.

This military failure has profound implications. For three decades, the United States has relied on the specter of its military supremacy to police the global order. The failure to bend Iran—a nation whose military budget is approximately $24.6 billion, a mere fraction of America’s—breaks the spell of invincibility.

It demonstrates that a nation-state can withstand the full kinetic might of the U.S. military if it possesses dispersed infrastructure, a decentralized command structure, and a popular willingness to absorb punishment.

Iran’s successful enforcement of maritime control over the Strait of Hormuz serves as a case study in asymmetric deterrence. Despite the presence of the U.S. Navy’s Fifth Fleet, which includes aircraft carriers and nuclear submarines, Iran’s swarm tactics of fast-attack craft and shore-based anti-ship ballistic missiles effectively checked U.S. freedom of navigation. The sight of Chinese oil tankers transiting the Strait under Iranian escort, unchallenged by the U.S. blockade, was a symbolic dagger in the heart of American naval supremacy.

Having failed on the kinetic battlefield, the United States has pivoted to the economic battlefield. The new executive order announced by the President promises “excruciating economic pain never seen before in the history of humankind.” This is a bold claim.

It is, however, a rhetorical escalation of a campaign that has been running since 1979. Iran has lived under some form of U.S. sanction for over four decades. The “Maximum Pressure” campaign initiated by the first Trump administration in 2018 aimed to drive Iranian oil exports to zero. While it succeeded in plunging exports to around 400,000 barrels per day (bpd) at its peak, it did not collapse the government.

Today, Iran has not only recovered but has adapted. Current estimates place Iranian oil exports at over 1.6 million bpd, with the vast majority flowing to China. The threat now is to extend “secondary sanctions” to any nation buying Iranian oil. However, the efficacy of this threat is undermined by the very structure of the global economy that the United States helped create: the petrodollar system.

The U.S. Treasury’s ability to sanction hinges on the centrality of the Dollar and the SWIFT messaging system. Yet, the infrastructure of evasion is now mature. Iran has spent 30 years perfecting the “black market” of oil. The system described by intelligence analysts—where proceeds never touch a direct Iranian account but are routed through third-party shell companies in Asia, often utilizing Chinese Yuan—has rendered the U.S. financial radar partially blind.

Furthermore, Iran’s strategic integration into the BRICS bloc (Brazil, Russia, India, China, South Africa, and new members like the UAE and Egypt) provides a lifeline. The BRICS New Development Bank and the Contingent Reserve Arrangement are actively working on a unified payment system—the “BRICS Pay”—designed to bypass SWIFT.

China’s Cross-Border Interbank Payment System (CIPS) has seen a 30% year-on-year increase in daily processing volume. When Iran sells oil to China and receives payment in Yuan via CIPS, the transaction bypasses the New York banking system entirely. The “weaponization” of the dollar has simply accelerated the global de-dollarization trend; central banks worldwide currently hold 58% of their reserves in USD, down from 71% two decades ago.

The domestic economic situation in the United States further undermines the credibility of this new sanctions regime. The President’s assertion of a “flourishing economy” rings hollow against the data. The U.S. national debt has surpassed $40 trillion—a staggering figure that is five times the federal government’s annual receipts of approximately $8 trillion.

The Congressional Budget Office (CBO) projects that interest payments on this debt will soon consume 20% of all federal spending, rivaling the defense budget. This fiscal fragility manifests in tangible economic pain: recent data revealed a loss of 27,000 jobs in a single month, and inflation, while moderating, remains above the Federal Reserve’s 2% target, exacerbated by supply chain disruptions caused by the war.

The collapse of Walmart’s stock—an 8% single-day drop that erased nearly $45 billion in market capitalization—is a bellwether. Walmart represents the American consumer base; its decline signals a shift from spending to saving, a precursor to recession. A nation drowning in debt and teetering on a consumer downturn lacks the economic oxygen to sustain a protracted global trade war against nations trading with Iran.

Finally, the geopolitical map renders this new sanction regime diplomatically unsustainable. The nations refusing to align with U.S. economic dictates represent over half of the world’s population.

China and India continue to buy Russian and Iranian energy because it is economically rational. Brazil, led by a leftist government, has no interest in enforcing American secondary sanctions against its own agricultural or industrial sectors.

The global South, observing the humanitarian catastrophe in Gaza and the reckless military gambit in Iran, views the U.S. not as a moral leader but as a destabilizing force. The threat to sanction any nation trading with Iran is an ultimatum the world is no longer willing to accept.

The era of the “American Century” ended not with a bang in the deserts of Iran, but with the realization that economic coercive power, like military power, is finite. The United States has failed to win the war; it is equally likely to fail in winning the peace. The pivot to “economic excruciation” is not a strategy for victory, but a coping mechanism for a superpower struggling to accept the limits of its own waning influence.

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