Iconos

Iconos
Volcán Popocatépetl

domingo, 27 de septiembre de 2026

A quarter-century after the 'war on terror' began, the American Middle East is over

Hesham Gaafar

24 September 2026

The US-built regional order is not collapsing in a single dramatic moment. It is fading quietly into the background - until one day people wake up to an entirely new reality.

https://www.middleeasteye.net/opinion/quarter-century-after-war-terror-american-middle-east-over

Last month, a photographer in Tehran captured a passing scene that seemed unremarkable: people walking past a large anti-American billboard in the city, without so much as glancing up at it. 

The image ran alongside a lengthy essay titled “The End of the American Middle East” by Marc Lynch, a political science professor at George Washington University, in the September/October issue of Foreign Affairs. 

Lynch, who belongs to a critical current within the American academic establishment rather than its fringes, writes that the regional order Washington has sponsored since 1991 has fallen, and that the American-Israeli war with Iran was merely the final bullet in a body that had been bleeding for years.

The question is not whether Lynch is correct - the evidence is difficult to refute - but why it took this long for it to be stated so plainly, in a magazine long seen as a near-official reference point for the American foreign policy establishment. 

What does it mean, for the region’s people before their rulers, that an order presented for decades as inescapable fate is now being declared over?

The order that took shape after the 1991 Gulf War rested on two pillars that appeared contradictory, yet worked in tandem. These included dual military containment of Iran and Iraq through bases stretching from the Gulf to the Eastern Mediterranean, and an unwritten bargain with Arab rulers, trading American security guarantees for silence over domestic repression and erasure of the Palestinian question. 

Entire generations of Arabs lived this as daily reality: military aid to rulers who were never questioned about their prisons, a “peace process” renewed every few years without ever approaching a Palestinian state, and an American shield protecting Israel from accountability at the UN Security Council. 

The arrangement never needed popular legitimacy, because it was never built to answer to anyone at home.

Accountability gap

This absence of accountability, which for decades looked like the order’s strength, ultimately became the point of its collapse. A superpower that grants allies unconditional security guarantees exempts them from the price of their own decisions; those who know someone else will bear the consequences take greater risks.

This is what happened in Yemen, where Riyadh found in American backing cover for a war with no clear horizon for victory, sliding the country into catastrophe without a decision-maker paying a political price. 

It happened more dramatically in Gaza, where unconditional American protection became a de facto mandate for an Israeli campaign that has killed more than 73,000 people, many of them women and children. Various international bodies and experts have described it as a genocide. 

The same Washington that mobilised the world to defend Ukraine’s sovereignty simultaneously defended its ally’s right to expand settlements and raze Gaza with impunity - a double standard that deepened the fractures in the perceived legitimacy of the regional order.

That contradiction cost the American system much of its remaining moral authority in the Global South, while the elite consensus sustaining it at home began to crack, amid unprecedented student protests on American campuses and a sharp generational shift in how Americans view Israel. 

When domestic opinion inside the sponsoring state itself questions the bargain, it is no longer just a matter of image abroad, but the start of a rupture in the consensus that lets the bargain continue.

From the outset, American strategy rested on the assumption that ordinary Arab citizens’ opinions carried no real weight, so long as their rulers stayed cooperative - a deeper flaw than any calculation of immediate interest. 

When the 2011 uprisings erupted, demanding bread and dignity, Washington searched less for ways to support democratic transitions, and more for a formula to preserve the existing structure at the lowest cost - a logic that peaked with the Abraham Accords, a security bargain among ruling elites dressed up as historic peace, pushed through without ever reaching a ballot box. 

An order built on such disregard for public opinion does not need a major crisis to be shaken.

Double shock

What distinguished recent years was a double shock: moral, in the collapse of whatever authority Washington claimed following its position on the Gaza holocaust, and military - more painful still for an establishment that defined its regional influence through deterrence.

Despite its devastating campaign against Hezbollah, Israel failed to secure its northern border. The Houthis imposed an effective naval blockade on Israeli-linked Red Sea shipping, withstanding months of American and British strikes - proof that a non-state actor could disrupt global trade against the most formidable military power in history. 

Iran then launched a direct missile barrage towards Israel, shattering a decades-old red line and forcing the American fleet to intervene, highlighting Israel’s dependence on costly US backing. 

In the 2026 war, Washington proved unable even to protect its Gulf allies. The very things that justified the American base network from Qatar to Bahrain - the capacity to deter, guarantee freedom of navigation, and protect allies without direct war - crumbled at once. 

The question now is no longer whether American influence will contract, but how long before that becomes undeniable to everyone.

Lynch invokes the 1956 Suez crisis, the moment Britain and France lost the capacity to impose their will on the region - though both empires needed decades before full withdrawal.

What makes the current moment different is that regional hedging began before the death certificate was written: when Riyadh and Tehran restored relations in 2023 through Chinese mediation that excluded Washington, it signalled regional powers were willing to resolve disputes through other channels. 

Since then, Gulf states have expanded partnerships with Beijing and Moscow, while some joined Brics - insurance against a day when American guarantees no longer demand exclusive loyalty.

Profiting from chaos

The painful irony is that Israel and Iran, the two actors most capable of shaping a new regional order, share an interest in keeping the region on the edge of instability. 

For Israel, a persistent state of war justifies settlement expansion and postpones any reckoning over the state’s treatment of Palestinians. For Tehran, permanent tension offers a ready-made narrative to justify domestic repression - especially after the war left the regime emboldened, having shown it could close the Strait of Hormuz and strike Washington’s allies. 

Caught between them, Washington has no real tools to restrain either - even as it remains, formally, the region’s largest security guarantor.

The Gulf states, which long wagered that Washington would tip this balance in their favour, now face a painful conclusion: a power that cannot protect its partners from direct attack, nor consult them before a war that reaches them anyway, is no longer the reliable partner the 1991 arrangement was built upon.

The real costs fall not on those who designed the order, but on the peoples never consulted about its shape. Egypt is a stark example: while headlines dwell on missiles and mediation, Cairo bears the direct economic costs of a war it did not choose - fuel and food prices spiking, and Suez Canal revenue collapsing, atop an already deepening financial crisis. These daily bills deserve counting, alongside maps of influence and balances of power.

Lynch closes with a reformist appeal: abandoning military intervention as a first resort, engaging Iran diplomatically instead of isolating it, tying aid to human-rights standards, and accepting a multipolar region that Washington no longer solely defines. This is reasonable in theory, but he never clearly answers who possesses the will to carry it out. 

By his own diagnosis, the current administration is not equipped for a coherent approach of any kind, let alone one requiring real concessions on tools Washington has long treated as axiomatic to its influence. History teaches that institutions abandon entrenched habits only once the costs of continuing exceed the costs of change - which is precisely what appears to be happening now, albeit too slowly for those living through this moment to notice.

This returns us to the image of people walking past that Tehran billboard without a glance - an exact summary of what is happening more broadly. 

The old order is not collapsing in one dramatic moment for all to witness; it is fading slowly into the everyday scenery, until people wake up one morning to a wholly different reality, no longer remembering quite when it began.

sábado, 26 de septiembre de 2026

Trump rejects Iran ceasefire bid, plans renewed bombing after midterms: Report

Iranian officials offered a ceasefire and the reopening of the Strait of Hormuz on the sidelines of the UNGA, based on the previous MoU signed by Washington and Tehran in June

News Desk

SEP 26, 2026

https://thecradle.co/articles/trump-rejects-iran-ceasefire-bid-plans-renewed-bombing-after-midterms-report

US President Donald Trump has rejected an Iranian proposal for a seven-day ceasefire and intends to resume bombing the Islamic Republic after upcoming midterm elections, the Wall Street Journal reported on 26 September, citing US officials.

Tehran relayed a proposal to Washington, offering to reopen the Strait of Hormuz and resume nuclear talks in exchange for a cessation of hostilities and the US lifting its naval blockade of Iranian ports.

Iranian diplomats conveyed the offer during meetings on the sidelines of the UN General Assembly in New York earlier this week.

Foreign Minister Abbas Araqchi ⁠discussed the offer while speaking with reporters at the UN on Friday.

"If the necessary conditions are met, the strait can be reopened, a normal maritime passage restored within seven days. The choice ‌now ⁠rests with the United States," he said.

"The actions that the United States should take ⁠are not new. They are all already in the MoU," signed between Washington and Tehran in June, he ⁠added.

However, Trump has rejected the plan and expressed skepticism regarding Tehran's ability to meet his demands, including the "complete dismantling" of its nuclear program as a condition for any agreement.

US officials believe their naval blockade is putting intense pressure on the Iranian economy.

At the same time, Iran's seven-month closure of the Strait of Hormuz in response to the US war has disrupted oil flows, putting severe pressure on Washington's Gulf allies, who rely on oil exports.

The strait’s closure has also sent energy prices soaring worldwide, putting pressure on the global economy.

Trump is seeking to reduce oil and fuel prices ahead of the midterm elections in November to avoid harming the chances of his party.

Once the elections have passed, there will be less need to appease US voters, thereby giving Trump more freedom of action to attack Iran again.

The US last bombed Iran in early September, including attacking a wedding party, killing five and wounding dozens. Iran responded with strikes on US bases in the region.

Iranian President Masoud Pezeshkian discussed a possible ceasefire in an interview with CBS News on the sidelines of the UNGA.

Pezeshkian said the ceasefire would take effect immediately if Washington accepted it, based on the MoU it previously signed in Islamabad.

"We will negotiate with all our heart, but we do not accept bullying and coercion, and we will not accept being forced into submission," the Iranian president said.

At the same time, he expressed distrust in the US, citing its failure to live up to its previous commitments under the MoU and under a 2015 nuclear deal known as the Joint Comprehensive Plan of Action (JCPOA).

In 2018, Trump unilaterally withdrew from the deal, which provided Iran relief from US sanctions in exchange for curbs on Iran's nuclear program.

Pezeshkian affirmed that Iran does not seek nuclear weapons and is prepared to address the issue within the framework of the Non-Proliferation Treaty (NPT) and other international arrangements.

He also cited US military attacks on Iran, including the killing of Iranian Supreme Leader Ali Khamenei, during periods of negotiations as a source of Iranian mistrust.

"You put yourselves in our position. If someone comes and kills your leader and then does not honor the agreement you reached, what would your reaction be?"

The Iranian president also said Tehran's new plan to reopen the strategic Strait of Hormuz was coordinated with the new Supreme Leader, Mojtaba Khamenei, the slain Iranian leader's son.

viernes, 25 de septiembre de 2026

New York City mayor slams 'lies' in Netanyahu's UN speech, cites ICC warrant for his arrest

Israeli Premier Netanyahu 'used his speech to repeat baseless lies meant to sanitize his genocide of Palestinians,' says Zohran Mamdani

Diyar Güldoğan

24 September 2026

https://www.aa.com.tr/en/world/new-york-city-mayor-slams-lies-in-netanyahus-un-speech-cites-icc-warrant-for-his-arrest/4068590

WASHINGTON DC

New York City Mayor Zohran Mamdani on Thursday hit back at Israeli Prime Minister Benjamin Netanyahu's criticisms in his UN General Assembly address, pointing to the international warrant seeking the visiting prime minister’s arrest.

Netanyahu’s “lies” in his UN address cannot erase the warrant for genocidal war crimes issued by the International Criminal Court (ICC), said the mayor.

“As he has done time and again, Prime Minister Netanyahu used his speech to repeat baseless lies meant to sanitize his genocide of Palestinians," Mamdani said in a statement, local media reported.

"Yet no lie can change the fact that he remains the subject of an International Criminal Court arrest warrant alleging war crimes and crimes against humanity.”

In November 2024 the ICC, based in The Hague, issued arrest warrants for Netanyahu and former Israeli Defense Minister Yoav Gallant for war crimes and crimes against humanity in the Gaza Strip.

This July, Mamdani urged US federal authorities to enforce the ICC arrest warrant for Netanyahu, acknowledging that New York City authorities lack the legal power to carry it out.

jueves, 24 de septiembre de 2026

US Democrats to propose sanctions targeting Israel’s E1 settlement project

Senator Chris Coons said the US ‘must send a strong message’ condemning the behavior of ‘violent extremist settlers’

News Desk

SEP 23, 2026

https://thecradle.co/articles/us-democrats-to-propose-sanctions-targeting-israels-e1-settlement-project

A group of Democratic senators will put forward legislation on 23 September calling for US sanctions on individuals and organizations facilitating Israel’s ongoing, illegal E1 settlement project in the occupied West Bank. 

The bill would place sanctions on any company, person, or entity responsible for or complicit in the construction of illegal settlements linked to the E1 project.

This would also include the submission of tenders linked to the E1, according to the legislation.

Senators Chris Coons ​of Delaware, Elizabeth Warren of Massachusetts, Ron Wyden of Oregon, and Ruben Gallego of Arizona are the main sponsors of this bill.

“As Palestinian civilians face a campaign of ​devastation and fear from violent extremist settlers, the US must send a strong message that this behavior is unacceptable and that it remains committed to freedom, security, prosperity and self-determination for all Israelis and Palestinians,” said Coons. 

The Democratic Party currently holds 47 seats in the Senate, which is made up of 100 members. Recent polls indicate they could secure majorities in midterm elections, planned for November.

The bill coincides with a rapid advancement of the Israeli settlement project, which was paused for years due to international opposition but has now been revived. 

Israel recently tripled the number of housing units it will begin constructing in the illegal E1 settlement.

According to an Israeli rights group, Tel Aviv has added ⁠2,167 additional housing units ‌to its tender for the E1 settlement expansion plan, after an initial tender was issued in August to build 1,234 units in the Jewish settlement.

This brings the total number of illegal housing units to 3,401 units.

The revival of the E1 project came last year. In August 2025, Israeli Finance Minister Bezalel Smotrich announced the plan, approving construction of housing units and vowing at the time to “bury the idea” of a Palestinian state.

Netanyahu signed the plan back into motion in September last year. 

The E1 settlement project – which aims to link occupied East Jerusalem, viewed as integral to any future Palestinian state, to the illegal Maale Adumim settlement – had been frozen for decades as a result of strong opposition from the international community. 

The advancement of the plan comes as settler terror attacks and illegal land grabs are at an all-time high in the occupied West Bank. 

miércoles, 23 de septiembre de 2026

The Houthis could tip the Iran war in Tehran's favor

Rapid changes on the ground in Yemen are a serious setback for Washington's military effort

Paul R. Pillar

Sep 18, 2026

https://responsiblestatecraft.org/iran-war-houthis/

The conflict between the United States and Iran has become a contest in enduring economic pain and the political consequences that may flow from that pain. This has characterized the conflict since the breakdown of the Memorandum of Understanding (MoU) in June that had raised brief hopes that the war would end. Each side appears confident that it can outlast the other in the pain-endurance contest.

Fundamental change of this situation is unlikely anytime soon despite some indications Iran is considering military escalation as a possible way to break the stalemate. The Trump administration, after the failure of other options, appears to be hoping that the Iranian regime either will be toppled by an economically strained Iranian public or will somehow give up and make concessions.

One of the more significant recent developments with potential for changing this stalemate, however, is renewed military action by the Houthi regime in Yemen, which includes interdicting shipping traversing the Red Sea and Bab el-Mandeb Strait. The Houthis constitute a regime and not just a militia or opposition group. They captured the Yemeni capital of Sanaa in 2014, and for years have been the governing authority over territory that includes about two-thirds of the Yemeni population. Their principal domestic opponent, although commonly labeled the “internationally recognized Yemeni government,” is a weak client of Saudi Arabia, where its leaders spend most of their time.

Earlier Houthi interference with Red Sea shipping was aimed at Israel and intended as a gesture of solidarity with the mauled Palestinian population of the Gaza Strip. This time, the Houthis’ grievance is with Saudi Arabia, and they have declared a blockade on Saudi shipping.

The background to current Yemeni-Saudi strife is a multi-year Saudi aerial assault on Yemen that turned the country into a humanitarian disaster zone before ending with a truce in 2022. The truce mostly held until this year. But the past month has seen rapidly escalating exchanges of fire. Among other recent attacks across the Saudi-Yemeni border, the Saudis say the Houthis sent a drone over Mecca, and the Houthis claim to have shot down a Saudi fighter jet over Yemeni territory.

The Houthis began attacking Saudi ships in the Red Sea last month, and in the past two weeks their gains on the ground against their opponents within Yemen have increased their ability to conduct more such maritime attacks. They captured the port of Mokha (origin of the coffee-and-chocolate drink) and Perim Island, which is in the middle of Bab el-Mandeb. These conquests provide bases for further interdiction of shipping in, and just north of, the strait.

Meanwhile, an attack, evidently by militia in Iraq, on the oil pipeline spanning the Saudi peninsula has forced the Saudis to shut the line down for now. The main direct effect of these recent events is a further reduction in Saudi oil exports. The Saudis had been the world’s biggest oil exporter before the U.S.-Israeli war against Iran suddenly dropped Saudi exports to a 13-year low of 3.2 million barrels per day (bpd). The Saudis have relied heavily on the pipeline to the Red Sea as an alternative to its interrupted exports through the Strait of Hormuz. About 4 million bpd—representing four percent of total worldwide oil consumption—was going through the pipeline at one point during the war, and the Saudi oil company Aramco says improvements had increased its capacity to 7 million bpd.

The Saudis hope to repair the damage and put the pipeline back in operation soon, but the prospect of the Houthis gunning for tankers carrying Saudi oil through Bab el-Mandeb means their problem of finding a secure export route will persist. The Saudis could send tankers north toward the Mediterranean Sea, with the oil traversing either the Suez Canal or a pipeline in Egypt, but this is the wrong direction to reach most of Saudi Arabia’s customers, which are in Asia.

Markets have taken note of this predicament. Brent crude oil futures contracts surged over $100 per barrel and have lingered there.

A major indirect effect of these events is to tip the balance in the U.S-Iranian endurance contest more in favor of Iran and against the United States. The principal pain mechanism affecting the Trump administration is the higher oil price, which means higher gasoline and diesel fuel prices, more overall inflation, and more dissatisfaction among American voters. Iranians certainly have been suffering more pain, economic and physical, than Americans have, but for Iran the stakes also are higher. For the regime in Tehran, the stakes involve survival, whereas the United States and Trump administration have nothing remotely comparable at stake.

Further damage to the global economy—with effects felt within the United States—from the Houthis’ activity may involve disruption of shipping other than oil. Nine percent of worldwide maritime shipping traverses the Suez Canal, Red Sea, and Bab-el-Mandeb. Even though the Houthis say they are aiming their fire only at Saudi Arabia, the nervousness of shipping companies and insurers about sailing through a war zone may curtail this activity, as it has with the Strait of Hormuz.

With the prospect of Tehran crying “uncle” still as dim as ever, any end to the U.S.-Iran war would require a negotiated agreement. Like the earlier MoU, it would almost certainly have to be a ceasefire and skeletal framework that would punt difficult issues to later negotiations. Just as navigation through the Strait of Hormuz was part of the MoU—with disagreement over interpretation of that clause being central to the later breakdown of the ceasefire—navigation through Bab el-Mandeb would likely need to be addressed in any new ceasefire agreement.

Although Bab el-Mandeb and the Red Sea are outside the main theater of the war in the Persian Gulf, presumably the U.S. side would insist that this subject be addressed, just as Iran insisted that the earlier ceasefire extend to Israel’s attacks in Lebanon. This parallel goes farther, in ways that underscore a difficulty in negotiating a future ceasefire. The United States does not control Israel’s actions, and Iran does not control the Houthi regime’s actions. The label of “Iranian proxy” that usually is applied to that regime is a misnomer. The Houthis have acted against Iranian advice—most significantly in their capture of Sanaa—and development of their ability to make their own weapons makes them less dependent on Iran’s support. The Houthis sympathize with their Iranian allies, but their chief concerns are closer to home and mostly involve their confrontation with the Saudis.

The United States does not control Saudi actions, either, and the kingdom, like Israel, could become a spoiler of any U.S.-Iranian peace. The parallel ends regarding motivation, however. Although the Israeli government opposes any peace agreement with Iran, the Saudis presumably would welcome an end to the war that has been the source of so many of their current economic and security problems. But with no such end in sight, with a financial crisis looming from the sharp curtailment of Saudi oil exports, and with the Trump administration declining so far to take new action against the Houthis, the Saudis may decide they need to escalate further against the Houthis, making Bab el-Mandeb and the Red Sea even more of war zone than before.

This scenario, besides complicating any diplomacy aimed at ending the U.S.-Iranian war, would further demonstrate the prescience of those who warned that a U.S. military attack on Iran would spread into a wider Middle East conflagration. The Iran war has triggered new violent phases of old conflicts such as Israel-Lebanon and Yemen-Saudi Arabia, which then escalate further according to their own destructive logic.

martes, 22 de septiembre de 2026

Undermining the UN is not a new US policy

While acting as the official host for the UN, the US has sought to weaken it for decades.

By Moncef Khane

Published On 22 Sep 2026

https://www.aljazeera.com/opinions/2026/9/22/undermining-the-un-is-not-a-new-us-policy

The annual general debate of the United Nations General Assembly (UNGA) starts on Tuesday morning in New York amid dire circumstances. Besides traffic gridlock and overpriced hotel rates, cavalcades of motorcades and successive dignitaries delivering calibrated speeches, this session will hear Secretary-General Antonio Guterres’s last speech on the state of the UN.

Guterres headed the UN for 10 years, and during that time, he repeatedly failed to defend it when it came under attack. He passes on his post at the top of a world organisation on the verge of financial collapse and more marginalised than ever before.

Paradoxically, Guterres has the United States, the host government of the UN, and its mercurial president, Donald Trump, to thank for this dismal state of affairs.

Earlier this year, the Trump administration withdrew from dozens of UN agencies and organs and, in an extraordinary move, ceased all payments of its dues to the regular and peacekeeping budgets of the UN. But these drastic policy decisions did not spring out of nowhere. Trump’s unhappiness with the UN is multifaceted, and his decision to stop fulfilling Washington’s legally binding financial obligation may well be the logical culmination of decades-long US policy.

In the mid-1980s, the Reagan administration accused the UN of being a third-world, anti-US forum. To compel the organisation to better serve its interests and under the guise of the ubiquitous need for reform, which all secretaries-general fell for, the US started to withhold a share of its assessed contribution, which accounted for a quarter of the regular budget and a third of the peacekeeping budget back then.

By 1987, the US relaxed its payment withholding policy, but the precedent was set. Washington continued to use the threat of withholding payment to maintain its grip on an organisation it viewed and continues to view as a vehicle serving its national interests rather than a multilateral agent serving the whole of humanity.

Ever since the Reagan years, the US has kept the UN on a short financial leash, and to this day, has been deliberately accruing arrears. It currently owes an estimated $4.2bn – that is equivalent to 120 percent of the regular UN budget for 2026.

Trump has readily embraced this policy of financial blackmail. His administration has slow-walked mandatory payments, although earlier this month it paid $827m towards its outstanding dues so it could preserve its voting rights in the UNGA.

The president’s ambivalent view of the UN may be rooted in a lesser-known detail. In 2001, Trump, then a real estate developer, lobbied then Secretary-General Kofi Annan to be awarded the billion-dollar renovation project of the UN headquarters, but he did not get his way. That was probably not forgotten.

But just like during the Reagan years, there is another major factor driving Trump’s assault on the UN: US congressional politics. As Israel faced growing backlash at the UN for its genocide in Gaza, pressure from the Israeli lobby in Washington mounted. The Iron Dome diplomatic cover the US provided to Israel in the UN Security Council (UNSC) was no longer sufficient.

By 2025, two years into the genocidal campaign, Guterres’s tepid and overdue criticisms of Israeli policies, critical UNGA resolutions and scathing reports by special rapporteurs of the Human Rights Council – including Francesca Albanese, whom Washington placed under sanctions in violation of its host country obligations – became too much for Trump, Secretary of State Marco Rubio and the US Congress.

In the 1980s, Washington deemed the UN a third-world anti-US forum; today, it is deemed anti-Israel and anti-Semitic. The US’s blind and unconditional support for Israel has brought it growing isolation at the UN, as has its decision to launch a war of aggression against Iran.

Against the backdrop of these developments, the selection of the next secretary-general is dominating the behind-the-scenes agenda. Guterres’s lacklustre tenure at the helm of an organisation on the verge of financial bankruptcy and political demise will soon be forgotten. But what should be remembered is that his appeasement policy vis-a-vis Washington since the first Trump administration has evidently failed.

The new secretary-general will inherit the modus vivendi under which all secretaries-general since Javier Perez de Cuellar have had to operate — chronic cash flow problems due to US arrears.

That should motivate the new UN leadership to consider an overhaul of how the UN budget is put together and how member states’ contributions are allocated. Leaving the power of the purse in Washington’s hands is a self-inflicted perpetual wound that could prove lethal for the organisation.

Another fundamental question is whether the UN would be better off had its headquarters not been in the US. For too long, Washington has seen the UN either as a vector of its national interests or in adversarial terms. It has even used its position as a host to exclude world leaders it has viewed as hostile or undesirable, such as PLO Chairman Yasser Arafat and today Palestinian President Mahmoud Abbas.

Evidently, those are decisions only the UNGA can take. But a secretary-general with foresight and political backbone ought to provide views and leadership on those seminal questions to save the organisation from further marginalisation and possible demise.

lunes, 21 de septiembre de 2026

Gulf-Eurasian energy crunch pushes Europe to the edge of an inflationary crisis

Europe will be counting on luck as much as policy to face a mounting energy crisis fueled by wars in Iran and Russia-Ukraine

Ilya Roubanis and Eldaniz Gusseinov

Published date: 18 September 2026

https://www.middleeasteye.net/news/gulf-eurasian-energy-crunch-pushes-europe-edge-inflationary-crisis

Europe’s oil and gas supply is now disrupted by conflicts in both the Gulf and Eurasia. On Friday, Saudi Arabia told European refineries to not expect any crude oil deliveries next month. The continent will need as much good fortune as foresightful policy to withstand the evolving energy crisis.

Conflicts on the periphery of the European Union, the Eastern Mediterranean, the Red Sea, the Straits of Hormuz, the Black and Caspian Seas have made it clear that Europe is not able to secure critical energy value chains. 

With shallow infrastructure in terms of strategic reserves for oil and gas, a dependence on spot markets, and increasingly volatile weather, Europe needs luck.   

Houthi forces have advanced rapidly along Yemen’s southwestern Red Sea coast, capturing the Port of Mokha on 10 September, seizing Mayun/Perim Island inside the Bab el-Mandeb Strait on 11 September, and reportedly taking Greater and Lesser Hanish Islands on 14 September. 

These islands sit directly on tanker and LNG shipping lanes entering the Red Sea, making even limited Houthi presence commercially significant. The strait is not physically closed, but territorial control now allows the Houthis to disrupt traffic.

“The Houthis do not need to physically close Bab el-Mandeb to extract strategic value from their position,” Abdi Guled, editor of Horn Briefs and a former AP and Reuters correspondent, told Middle East Eye. 

War-risk insurance premiums for Red Sea transits have surged, and even a perceived threat can make routine voyages commercially unviable. 

While it’s still early to tell, early indicators show the transit of vessels has declined, with major insurance companies withdrawing war-risk coverage for Bab el-Mandeb, and shipping companies diverting vessels around the Cape of Good Hope, adding 10-14 days to voyages and raising costs across global supply chains.

These Red Sea disruptions come as global markets are still absorbing the shock of the months-long closure of the Strait of Hormuz earlier this year. The combined effect is visible in Europe’s inflation data: reduced supply, higher shipping costs, and refinery outages feed directly into diesel, electricity, and food prices. 

The closure of Hormuz from February to early September removed an estimated 17-19 million barrels per day from global markets, forcing Europe to rely more heavily on Atlantic Basin and Caspian supply. 

Saudi Arabia mitigated part of the shock by diverting crude through its East–West Pipeline to the Yanbu export terminal on the Red Sea, increasing flows – until recently – from roughly two million barrels per day at the start of the year to around six million barrels per day. 

The pipeline can technically carry up to seven million barrels per day, though Yanbu’s loading capacity limits this to some extent. 

A drone attack on a pumping station on 11 September prompted the immediate closure of the East-West line, and, at the time of writing, it is not clear when it will reopen. 

“The current energy crisis is morphing into a global financial crisis with symptoms in Europe now evident as eurozone inflation is accelerating at 3.3 percent and energy inflation jumping at 14.3 percent,” Costantinos Stambolis, Chairman of the Institute of Energy for South-East Europe, told MEE. 

Four seas, two wars, one market 

Europe’s quandary is that conflict is constraining energy supplies from both Russia and the Gulf.

Ukrainian strikes on Russian refineries and export terminals have created industrial constraints on Russian supply at a moment when European sanctions limit alternative inflows. 

US President Donald Trump claimed this week that the two countries had agreed not to strike energy targets, but Kyiv said it was conditional and there is no public confirmation from Moscow.

One of Europe’s hopes for diversifying supply beyond the Middle East was Kazakhstan, a country that has quietly become one of the few producers capable of easing Europe’s tightening oil balance. 

However, Kazakhstan’s main export artery is the CPC pipeline, which handles more than 80 percent of the country’s crude exports - but which delivers the crude to a loading terminal at Russia’s Black Sea port of Novorossiysk. 

“There’s a difference between shortages and total crisis,” says John Roberts, formerly an editor at Financial Times Energy and an Atlantic Council Fellow, “but Europe is now exposed because several supply routes are under strain at once”.

“Ukraine seems capable and indeed willing to attack Novorossiysk,” Roberts said, leaving Kazakhstan unable to rely on its main outlet at a moment when alternative routes are limited. 

The Caspian is the logical alternative to the Black Sea route, with energy transit via Azerbaijan and Turkey.

Through this route, tankers transit the Caspian Sea and feed the Baku-Supsa pipeline, which can handle around 150,000 barrels per day - far below Kazakhstan’s typical export volumes. Additional volumes can be channelled through the Baku–Tbilisi–Ceyhan pipeline, making Azerbaijan’s infrastructure key for Europe’s energy security.

But the Caspian route is not safe either.

On July 25, a Ukrainian drone struck an Iranian vessel in the Caspian. The strike proved that such attacks are possible and can happen again. For the moment, an understanding between Kyiv and Tehran has eased major concerns. There is little doubt that this is also an existential challenge for Central Asian states. 

If Kazakhstan cannot ship west, China becomes the default buyer, reducing volumes available to Europe.

“They don’t want to be dependent on a monopsonist customer (single dominant buyer),” Roberts said. 

Regulation compounds volatility

Experts are now placing their hope for easing inflation on “demand destruction” - poorer countries reducing consumption because they can no longer afford high prices, diverting supply to Europe. 

Weather is a key factor: a mild winter would give Europe breathing space. How weather will affect demand for fossil fuels is anything but clear. 

According to reports from Rystad Energy and ICIS, the 2026-2027 El Niño weather pattern will change how much energy Europe uses over the next year. 

In a July 2026 assessment, analysts warned that while a milder start to the December 2026 to January 2027 winter could initially lower heating demand, a sudden atmospheric shift could trigger severe cold snaps in February 2027, causing a late-winter spike in gas and electricity use. 

Furthermore, historical data from ICIS shows that strong El Niño events can cut European wind power generation by up to 9.8 percent during the winter months, forcing power plants to burn more natural gas to keep the lights on.

However, regulation is reducing Europe’s scope to address short-to-medium pressure.

EU methane rules taking effect in 2027 will require gas and LNG importers to prove that overseas producers meet EU-level monitoring and verification standards. 

Analysts such as Ben Cahill at CSIS say this will immediately split the market between compliant and non-compliant exporters. Many producers lack the equipment and data systems needed to meet EU-level monitoring standards, meaning compliant gas may become more expensive. This is likely to affect suppliers from Central Asia. 

Central Asian countries such as Kazakhstan and Turkmenistan are studying ways to access the European market. But this requires the placement of critical infrastructure to carry Kazakh oil or Turkmen gas across the Caspian. This is hard, as the EU cannot offer investment capital or long-term contracts for oil and gas projects due to environmental regulations. 

One proposal is for a short interconnector with a capacity of around five billion cubic metres between Turkmenistan’s own offshore platforms and those of Azerbaijan. 

Advocates have put the cost of laying such a line at around $500m - or closer to one billion if the line were eventually intended to carry 10-12 bcm. Such a pipeline would pass through the territorial waters of only two countries, which, under the 2018 Convention on the Legal Status of the Caspian Sea, reduces Moscow and Tehran's ability to block the project. 

Nonetheless, Moscow and Tehran can use environmental impact assessments to exert pressure.

Europe’s energy crisis is turning into an industrial and inflationary challenge that cannot be addressed with policy or regulatory interventions. While in the long run Europe may come to rely on renewables alone, in the short run, there is little that policymakers can say to dissuade concerns. Luck matters more than policy.