The Middle East is on fire: What you need to know about the Red Sea crisis

On October 7, Hamas fighters launched a bloody attack against Israel, using paragliders, speedboats and underground tunnels to carry out an offensive that killed almost 1,200 people and saw hundreds more taken back to the Gaza Strip as prisoners. 

Almost three months on, Israel’s massive military retaliation is reverberating around the region, with explosions in Lebanon and rebels from Yemen attacking shipping in the Red Sea. Meanwhile, Western countries are pumping military aid into Israel while deploying fleets to protect commercial shipping — risking confrontation with the Iranian navy.

That’s in line with a grim prediction made last year by Iranian Foreign Minister Hossein Amirabdollahian, who said that Israel’s counteroffensive in Gaza meant an “expansion of the scope of the war has become inevitable,” and that further escalation across the Middle East should be expected. 

What’s happening?

The Israel Defense Forces are still fighting fierce battles for control of the Gaza Strip in what officials say is a mission to destroy Hamas. Troops have already occupied much of the north of the 365-square-kilometer territory, home to around 2.3 million Palestinians, and are now fighting fierce battles in the south.

Entire neighborhoods of densely-populated Gaza City have been levelled by intense Israeli shelling, rocket attacks and air strikes, rendering them uninhabitable. Although independent observers have been largely shut out, the Hamas-controlled Health Ministry claims more than 22,300 people have been killed, while the U.N. says 1.9 million people have been displaced.

On a visit to the front lines, Israeli Defence Minister Yoav Gallant warned that his country is in the fight for the long haul. “The feeling that we will stop soon is incorrect. Without a clear victory, we will not be able to live in the Middle East,” he said.

As the Gaza ground war intensifies, Hamas and its allies are increasingly looking to take the conflict to a far broader arena in order to put pressure on Israel.

According to Seth Frantzman, a regional analyst with the Jerusalem Post and adjunct fellow at the Foundation for Defense of Democracies, “Iran is certainly making a play here in terms of trying to isolate Israel [and] the U.S. and weaken U.S. influence, also showing that Israel doesn’t have the deterrence capabilities that it may have had in the past or at least thought it had.”

Northern front

On Tuesday a blast ripped through an office in Dahieh, a southern suburb of the Lebanese capital, Beirut — 130 kilometers from the border with Israel. Hamas confirmed that one of its most senior leaders, Saleh al-Arouri, was killed in the strike. 

Government officials in Jerusalem have refused to confirm Israeli forces were behind the killing, while simultaneously presenting it as a “surgical strike against the Hamas leadership” and insisting it was not an attack against Lebanon itself, despite a warning from Lebanese caretaker Prime Minister Najib Mikati that the incident risked dragging his country into a wider regional war. 

Tensions between Israel and Lebanon have spiked in recent weeks, with fighters loyal to Hezbollah, the Shia Islamist militant group that controls the south of the country, firing hundreds of rockets across the frontier. Along with Hamas, Hezbollah is part of the Iranian-led “Axis of Resistance” that aims to destroy the state of Israel.

In a statement released on Tuesday, Iran’s foreign ministry said the death of al-Arouri, the most senior Hamas official confirmed to have died since October 7, will only embolden resistance against Israel, not only in the Palestinian territories but also in the wider Middle East.

“We’re talking about the death of a senior Hamas leader, not from Hezbollah or the [Iranian] Revolutionary Guards. Is it Iran who’s going to respond? Hezbollah? Hamas with rockets? Or will there be no response, with the various players waiting for the next assassination?” asked Héloïse Fayet, a researcher at the French Institute for International Relations.

In a much-anticipated speech on Wednesday evening, Hezbollah leader Hassan Nasrallah condemned the killing but did not announce a military response.

Red Sea boils over

For months now, sailors navigating the narrow Bab- el-Mandeb Strait that links Europe to Asia have faced a growing threat of drone strikes, missile attacks and even hijackings by Iran-backed Houthi militants operating off the coast of Yemen.

The Houthi movement, a Shia militant group supported by Iran in the Yemeni civil war against Saudi Arabia and its local allies, insists it is only targeting shipping with links to Israel in a bid to pressure it to end the war in Gaza. However, the busy trade route from the Suez Canal through the Red Sea has seen dozens of commercial vessels targeted or delayed, forcing Western nations to intervene.

Over the weekend, the U.S. Navy said it had intercepted two anti-ship missiles and sunk three boats carrying Houthi fighters in what it said was a hijacking attempt against the Maersk Hangzhou, a container ship. Danish shipping giant Maersk said Tuesday that it would “pause all transits through the Red Sea until further notice,” following a number of other cargo liners; energy giant BP is also suspending travel through the region.

On Wednesday the Houthis targeted a CMA CGM Tage container ship bound for Israel, according to the group’s military spokesperson Yahya Sarea. “Any U.S. attack will not pass without a response or punishment,” he added. 

“The sensible decision is one that the vast majority of shippers I think are now coming to, [which] is to transit through round the Cape of Good Hope,” said Marco Forgione, director general at the Institute of Export & International Trade. “But that in itself is not without heavy impact, it’s up to two weeks additional sailing time, adds over £1 million to the journey, and there are risks, particularly in West Africa, of piracy as well.” 

However, John Stawpert, a senior manager at the International Chamber of Shipping, noted that while “there has been disruption” and an “understandable nervousness about transiting these routes … trade is continuing to flow.”

“A major contributory factor to that has been the presence of military assets committed to defending shipping from these attacks,” he said. 

The impacts of the disruption, especially price hikes hitting consumers, will be seen “in the next couple of weeks,” according to Forgione. Oil and gas markets also risk taking a hit — the price of benchmark Brent crude rose by 3 percent to $78.22 a barrel on Wednesday. Almost 10 percent of the world’s oil and 7 percent of its gas flows through the Red Sea.

Western response

On Wednesday evening, the U.S., Australia, Bahrain, Belgium, Canada, Denmark, Germany, Italy, Japan, the Netherlands, New Zealand, and the United Kingdom issued an ultimatum calling the Houthi attacks “illegal, unacceptable, and profoundly destabilizing,” but with only vague threats of action.

“We call for the immediate end of these illegal attacks and release of unlawfully detained vessels and crews. The Houthis will bear the responsibility of the consequences should they continue to threaten lives, the global economy, and free flow of commerce in the region’s critical waterways,” the statement said.

Despite the tepid language, the U.S. has already struck back at militants from Iranian-backed groups such as Kataeb Hezbollah in Iraq and Syria after they carried out drone attacks that injured U.S. personnel.

The assumption in London is that airstrikes against the Houthis — if it came to that — would be U.S.-led with the U.K. as a partner. Other nations might also chip in.

Two French officials said Paris is not considering air strikes. The country’s position is to stick to self-defense, and that hasn’t changed, one of them said. French Armed Forces Minister Sébastien Lecornu confirmed that assessment, saying on Tuesday that “we’re continuing to act in self-defense.” 

“Would France, which is so proud of its third way and its position as a balancing power, be prepared to join an American-British coalition?” asked Fayet, the think tank researcher.

Iran looms large

Iran’s efforts to leverage its proxies in a below-the-radar battle against both Israel and the West appear to be well underway, and the conflict has already scuppered a long-awaited security deal between Israel and Saudi Arabia.

“Since 1979, Iran has been conducting asymmetrical proxy terrorism where they try to advance their foreign policy objectives while displacing the consequences, the counterpunches, onto someone else — usually Arabs,” said Bradley Bowman, senior director of Washington’s Center on Military and Political Power. “An increasingly effective regional security architecture, of the kind the U.S. and Saudi Arabia are trying to build, is a nightmare for Iran which, like a bully on the playground, wants to keep all the other kids divided and distracted.”

Despite Iran’s fiery rhetoric, it has stopped short of declaring all-out war on its enemies or inflicting massive casualties on Western forces in the region — which experts say reflects the fact it would be outgunned in a conventional conflict.

“Neither Iran nor the U.S. nor Israel is ready for that big war,” said Alex Vatanka, director of the Middle East Institute’s Iran program. “Israel is a nuclear state, Iran is a nuclear threshold state — and the U.S. speaks for itself on this front.”

Israel might be betting on a long fight in Gaza, but Iran is trying to make the conflict a global one, he added. “Nobody wants a war, so both sides have been gambling on the long term, hoping to kill the other guy through a thousand cuts.”

Emilio Casalicchio contributed reporting.



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Moldova ramps up EU membership push amid fears of Russia-backed coup

CHIȘINĂU, Moldova — Tens of thousands of Moldovans descended on the central square of the capital on Sunday, waving flags and homemade placards in support of the country’s push to join the EU and make a historic break with Moscow.

With Russia’s war raging just across the border in Ukraine, the government of this tiny Eastern European nation called the rally in an effort to overcome internal divisions and put pressure on Brussels to begin accession talks, almost a year after Moldova was granted EU candidate status.

“Joining the EU is the best way to protect our democracy and our institutions,” Moldova’s President Maia Sandu told POLITICO at Chișinău’s presidential palace, as a column of her supporters marched past outside. “I call on the EU to take a decision on beginning accession negotiations by the end of the year. We think we have enough support to move forward.”

Speaking alongside Sandu at what was billed as a “national assembly,” European Parliament President Roberta Metsola declared that “Europe is Moldova. Moldova is Europe!” The crowd, many holding Ukrainian flags and the gold-and-blue starred banner of the EU, let out a cheer. An orchestra on stage played the bloc’s anthem, Ode to Joy.

“In recent years, you have taken decisive steps and now you have the responsibility to see it through, even with this war on your border,” Metsola said. “The Republic of Moldova is ready for integration into the single European market.”

However, the jubilant rally comes amid warnings that Moscow is doing everything it can to keep the former Soviet republic within its self-declared sphere of influence.

In February, the president of neighboring Ukraine, Volodymyr Zelenskyy, warned that his country’s security forces had disrupted a plot to overthrow Moldova’s pro-Western government. Officials in Chișinău later said the Russian-backed effort could have involved sabotage, attacks on government buildings and hostage-taking. Moscow officially denies the claims.

“Despite previous efforts to stay neutral, Moldova is finding itself in the Kremlin’s crosshairs — whether they want to be or not, they’re party of this broader conflict in Ukraine,” said Arnold Dupuy, a senior fellow at the Atlantic Council think tank in Washington.

“There’s an effort by the Kremlin to turn the country into a ‘southern Kaliningrad,’ putting in place a friendly regime that allows them to attack the Ukrainians’ flanks,” Dupuy said. “But this hasn’t been as effective as the Kremlin hoped and they’ve actually strengthened the government’s hand to look to the EU and NATO for protection.”

Responding to the alleged coup attempt, Brussels last month announced it would deploy a civilian mission to Moldova to combat growing threats from Russia. According to Josep Borrell, the EU’s top diplomat, the deployment under the terms of the Common Security and Defense Policy, will provide “support to Moldova [to] protect its security, territorial integrity and sovereignty.”

Bumps on the road to Brussels

Last week, Sandu again called on Brussels to begin accession talks “as soon as possible” in order to protect Moldova from what she said were growing threats from Russia. “Nothing compares to what is happening in Ukraine, but we see the risks and we do believe that we can save our democracy only as part of the EU,” she said. A group of influential MEPs from across all of the main parties in the European Parliament have tabled a motion calling for the European Commission to start the negotiations by the end of the year.

But, after decades as one of Russia’s closest allies, Moldova knows its path to EU membership isn’t without obstacles.

“The challenge is huge,” said Tom de Waal, a senior fellow at Carnegie Europe. “They will need to overcome this oligarchic culture that has operated for 30 years where everything is informal, institutions are very weak and large parts of the bureaucracy are made viable by vested interests.”

At the same time, a frozen conflict over the breakaway region of Transnistria, in the east of Moldova, could complicate matters still further. The stretch of land along the border with Ukraine, home to almost half a million people, has been governed since the fall of the Soviet Union by pro-Moscow separatists, and around 1,500 Russian troops are stationed there despite Chișinău demanding they leave. It’s also home to one of the Continent’s largest weapons stockpiles, with a reported 20,000 tons of Soviet-era ammunition.

“Moldova cannot become a member of the EU with Russian troops on its territory against the will of the Republic of Moldova itself, so we will need to solve this before membership,” Romanian MEP Siegfried Mureșan, chair of the European Parliament’s delegation to the country, told POLITICO.

“We do not know now what a solution could look like, but the fact that we do not have an answer to this very specific element should not prevent us from advancing Moldova’s European integration in all other areas where we can,” Mureșan said.

While she denied that Brussels had sent any official signals that Moldova’s accession would depend on Russian troops leaving the country, Sandu said that “we do believe that in the next months and years there may be a geopolitical opportunity to resolve this conflict.”

Ties that bind

Even outside of Transnistria, Moscow maintains significant influence in Moldova. While Romanian is the country’s official language, Russian is widely used in daily life while the Kremlin’s state media helps shape public opinion — and in recent months has turned up the dial on its attacks on Sandu’s government.

A study by Chișinău-based pollster CBS Research in February found that while almost 54 percent of Moldovans say they would vote in favor of EU membership, close to a quarter say they would prefer closer alignment with Russia. Meanwhile, citizens were split on who to blame for the war in Ukraine, with 25 percent naming Russian President Vladimir Putin and 18 percent saying the U.S.

“Putin is not a fool,” said one elderly man who declined to give his name, shouting at passersby on the streets of the capital. “I hate Ukrainians.”

Outside of the capital, the pro-Russian ȘOR Party has held counter-protests in several regional cities.

Almost entirely dependent on Moscow for its energy needs, Moldova has seen Russia send the cost of gas skyrocketing in what many see as an attempt at blackmail. Along with an influx of Ukrainian refugees, the World Bank reported that Moldova’s GDP “contracted by 5.9 percent and inflation reached an average of 28.7 percent in 2022.”

“We will buy energy sources from democratic countries, and we will not support Russian aggression in exchange for cheap gas,” Sandu told POLITICO.

The Moldovan president, a former World Bank economist who was elected in 2020 on a wave of anti-corruption sentiment, faces a potentially contentious election battle next year. With the process of EU membership set to take years, or even decades, it remains to be seen whether the country will stay the course in the face of pressure from the Kremlin.

For Aurelia, a 40-year-old Moldovan who tied blue and yellow ribbons into her hair for Sunday’s rally, the choice is obvious. “We’ve been a part of the Russian world my whole life. Now we want to live well, and we want to live free.”



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