Middle East

Hezbollah stands at a pivotal crossroads, navigating the turbulent aftermath of a devastating conflict with Israel and grappling with profound shifts in its domestic politics and the regional strategic map. The cessation of hostilities, marked by a U.S.-brokered ceasefire effective Nov. 27, 2024, brought an end to intense fighting that inflicted immense human suffering and infrastructural damage across the country. This fragile peace coincided with, and was significantly influenced by two seismic events: the sudden collapse of the al-Assad regime in Syria, severing Hezbollah’s critical land bridge to Iran, and the end of a paralyzing two-year presidential vacuum in Lebanon with the election of the Lebanese Armed Forces (LAF) Commander General Joseph Aoun, who has promised to dismantle Hezbollah’s military structure and restrict access to weapons, these promises were likely possible to make because of Hezbollah's significantly weakened state.   The 2024 conflict dealt an unprecedented blow to Hezbollah, resulting in the decapitation of its leadership, including longtime leader Hassan Nasrallah and his designated successor; the death of thousands of its fighters; the depletion of its arsenal; and the destruction of vital military infrastructure. This military degradation precipitated a tangible decline in its political influence. Regionally isolated by the fall of its Syrian ally and unable to dictate terms domestically, facing the state signaling a potential shift in Lebanon's internal power dynamics.   Faced with military exhaustion, regional isolation, domestic political setbacks, and a core narrative of "resistance" severely challenged by the reality of defeat, Hezbollah confronts an existential crisis. The organization that emerged from the 2024 conflict is fundamentally different from the one that entered it. This analysis, probes the future trajectory of Hezbollah in this drastically altered landscape to understand how Hezbollah might adapt, survive, or transform in the face of these compounding pressures, and the constraints facing the Lebanese state and the United Nations Interim Force in Lebanon (UNIFIL) in asserting sovereignty, the divergent perspectives shaping the political discourse, and the plausible future pathways for Hezbollah in Lebanon.

The strategically significant Rajaee Port in Bandar Abbas, southern Iran, was rocked by a massive explosion during the third round of Iranian-US talks in Oman on Saturday, April 26 2025, marking a pivotal moment that warrants in-depth analysis. Located near the Strait of Hormuz, the port serves as a critical nexus for Iran's container traffic and plays a crucial role in the country’s foreign trade, especially amid the sanctions imposed on it. Initial reports point to two primary hypotheses regarding the cause of the incident: the first suggests an accidental explosion resulting from mishandling hundreds of tons of a vital chemical substance, likely used to fuel Iran’s ballistic missile programme, reminiscent of the 2020 Beirut explosion; the second, however, raises the possibility of deliberate sabotage, potentially orchestrated by Israel with the intent to disrupt the Iranian-American diplomatic track. The timing of the explosion, coinciding with intense diplomatic efforts, adds further weight to its potential ramifications.   Regardless of the final cause, an explosion of such magnitude exposes significant vulnerabilities in Iran's security and management systems, reverberating across the entire region. It casts a shadow over diplomatic efforts aimed at addressing nuclear tensions and other unresolved issues. This commentary explores the potential post-incident scenarios, the implications of each hypothesis

The Syrian Civil War transformed Syria into a battleground for regional powers seeking to advance their strategic interests. Among these powers, Turkey and Israel have emerged as pivotal actors, each pursuing distinct objectives that often clash, exacerbating instability in Syria. While Turkey’s ambitions in Syria are driven by consolidating the authority of the new regime in Syria to dissolve and disarm Kurdish armed groups, Israel emphasises supporting the Druze in the south of Syria and the Kurdish groups in the east of Syria to limit the functionality of the new Syrian government. Israel has also other strategic interests in Syria, such as countering Iranian influence and establishing buffer zones in southern Syria to separate Syrian forces from the Israeli-occupied Golan Heights.

In today’s volatile political landscape, ceasefires are becoming increasingly relevant. While they are not designed to bring an immediate end to conflicts, they aim to provide a temporary respite in which opposing parties can engage in dialogue and work toward a resolution. Ideally, ceasefires function as transitional phases within ongoing wars, offering the opportunity for negotiation and compromise. However, as a political tool, ceasefires often fail to meet their objectives. Their effectiveness is not simply determined by military action, but by the political will and complex considerations of the parties involved. Ceasefires are heavily influenced by the intentions of the signatories, as not all parties are genuinely committed to ending hostilities. This raises important questions about how we define the success or failure of a ceasefire. If the stated goal is to end the war, yet political agendas remain hidden, the resumption of conflict may not necessarily mean that the ceasefire has failed—it could indicate that one party's objectives were unfulfilled, while the other may have achieved its goals.    Additionally, each ceasefire agreement is unique, shaped by the specific political dynamics at play, including the roles of mediators, guarantees, and the structure of the agreement itself. The Israel-Hamas ceasefire is a striking example of this complexity. While it may appear to be a failure from a broader, collective perspective, it could represent a significant political and military opportunity for Israeli Prime Minister Benjamin Netanyahu. The influence of external actors, such as U.S. President Donald Trump, must also be considered as part of the equation. Ultimately, the fragile truce between Hamas and Israel raises a critical question: Is it merely a political process, or does it reflect a deeper, more strategic calculation that extends beyond the immediate cessation of hostilities?

In April 2025, the Trump administration stunned global markets by announcing a sweeping tariff expansion under the International Emergency Economic Powers Act (IEEPA), introducing a flat 10% universal tariff on all imports. This move, framed as a national economic emergency response, immediately triggered global trade uncertainty and diplomatic friction. The policy marked a significant escalation of Trump’s protectionist agenda, signalling a break with multilateralism and targeting long-standing trade imbalances with strategic rivals and allies alike. We found that the United States (U.S.) trade structure is deeply imbalanced, with persistent deficits concentrated in sectors essential to industrial production, such as machinery, electronics, and vehicles. These deficits have exposed the U.S. to retaliatory measures from key trade partners—particularly China, Canada, and the EU—who have calibrated their responses to hit politically and economically sensitive export categories. Tariffs have initiated a multi-channel inflationary shock: direct consumer price increases, rising intermediate input costs, and cascading pressures on logistics and wages. The compounded effect has resulted in a net consumer price index (CPI) increase of approximately 1.2%, with higher spikes in key durable goods. Global supply chains are beginning to reconfigure.   The automotive sector, in particular, has seen disruption in bilateral flows with traditional partners, creating openings for new logistical nodes. The UAE stands out as a beneficiary, attracting redirected FDI and becoming a strategic re-export and final assembly hub. Collectively, these findings underscore a paradox: while the policy aims to reduce dependency and correct trade imbalances, it simultaneously accelerates external retaliation, domestic cost pressures, and global fragmentation in trade infrastructure.

The geopolitical landscape in the Middle East is set for a potentially major shift with US President Donald Trump’s announcement of the resumption of negotiations between the United States and the Islamic Republic of Iran, scheduled to begin on April 12, 2025. Following a period marked by escalating bilateral tensions and the effective dissolution of the Joint Comprehensive Plan of Action (JCPOA), this resumption of dialogue has generated considerable anticipation both within Iran and across the wider region. The initial, albeit potentially transient, positive reactions observed in Tehran’s financial markets, as evidenced by movements in the stock market and gold prices, underscore the profound economic implications these discussions could hold for the Iranian populace. Furthermore, the potential for these negotiations to influence broader regional stability is a matter of significant concern and interest even for the nations within the Arabian Gulf. While the precise modalities of these diplomatic engagements – specifically whether they will entail direct bilateral talks, as suggested by the U.S. administration, or proceed indirectly through intermediary channels – remain subject to clarification, the very initiation of dialogue signifies a notable departure from the recent trajectory of U.S.-Iran relations. This analysis will therefore explore a range of plausible scenarios that may unfold as delegations from the United States and Iran convene on April 12, and consider the salient internal political dynamics within both nations, the prevailing external pressures exerted by regional and international actors, and the specific contextual factors that have contributed to this renewed, albeit cautious, engagement.

Caught in the crosscurrents of escalating regional and international rivalries, and witnessing an increasingly assertive Israeli presence, Southern Syria stands at a critical juncture. Ambiguity hangs heavy in the air, obscuring the long-term trajectory of a land grappling with fractured governance, demographic shifts, and the looming threat of further fragmentation. As international and regional actors jostle for influence and advantage, Israel's expansionist ambitions in the south proceed with a disconcerting sense of ease, guided by a methodical strategy and far-reaching objectives. This expansion, however, is not merely territorial; it is reshaping the very fabric of Southern Syria, impacting its social and demographic tapestry, and transforming it into a volatile arena for regional proxy conflicts. Meanwhile, the Syrian state, nominally in Damascus, grapples with deep-seated internal divisions and a diminished capacity to exert meaningful control, potentially paving the way for negative scenarios that threaten the nation's already fragile unity and sovereignty. This analysis aims to dissect these complex transformations, illuminating Israel’s calculated strategy, assessing the internal vulnerabilities of Syria, and anticipating the potential risks that lie ahead for this strategically vital, yet increasingly precarious, region.

For decades, Western countries, especially the United States (U.S.), used sanctions as a common tool to promote democracy and prevent certain nations from developing nuclear or chemical weapons. Iran, due to its efforts to develop nuclear weapons and other advanced technological weapons, has become a prime example, facing one of the strictest sanctions regimes in the world since the 1979 Iranian Revolution. These measures including the U.N. Security Council embargoes in 2007 and 2015, have had a major impact on Iran’s economy. However, alongside the economic hardship, sanctions have also spurred the growth of a domestic manufacturing sector, especially in defence and military industries, demonstrating the country’s capacity to adapt to hardship.

The appointment of Major General Eyal Zamir to the helm of the Israeli Army, will take office on March 6, transcends a routine leadership transition. It portends a potential strategic recalibration in Israeli military thinking, responding to evolving threats and perceived doctrinal vulnerabilities. Lauded across Israel's political spectrum as the right leader for these turbulent times, Zamir inherits a complex and precarious landscape. He is tasked with revitalizing an army perceived as "faltering," navigating a potentially obstructive political environment, and addressing a volatile region simmering with unresolved conflicts. Adding to the weight on his shoulders is the historical baggage he carries in the eyes of Palestinians, for whom his name evokes memories of harsh measures during past uprisings and operations. This analysis delves into the implications of Zamir's appointment, the delicate dance between political leadership and military autonomy in Israel, the anticipated doctrinal shifts under his command, and the spectre of looming confrontations on multiple fronts.

The Gaza Strip, tragically marked by recurring cycles of conflict and destruction, faces a complex and deeply entrenched crisis that extends far beyond the visible damage to its buildings and infrastructure. The repeated devastation has crippled its economy, fractured its social fabric, and left its population in a state of perpetual vulnerability, demanding a comprehensive and transformative approach to recovery. Traditional reconstruction efforts, while necessary, have often fallen short by primarily focusing on the immediate task of rebuilding damaged structures. These efforts, though well-intentioned, have frequently failed to address the fundamental underlying economic and governance challenges that perpetuate instability and hinder long-term progress. This report, therefore, proposes a fundamentally different approach: a three-pillar framework that integrates immediate humanitarian relief with long-term strategies for economic sustainability and the establishment of durable peace. This holistic approach recognizes that true recovery requires not only rebuilding physical infrastructure but also fostering economic opportunity, strengthening governance, and promoting social cohesion, ultimately breaking the cycle of conflict and paving the way for a more stable and prosperous future for the people of Gaza. This three-pillar approach addresses the problem from a broader perspective.

In recent months, the West Bank has witnessed rising violence. The timing in which the West Bank is witnessing escalation is not a coincidence, it is connected to the ceasefire in Gaza. While right-wing elements refuse the ceasefire deal, it is generally argued that Israeli Prime Minister Benjamin Netanyahu has to appease those elements in his coalition. Netanyahu who is believed to have been pressured to accept the deal, does not find any alternative to satisfy right wingers in his coalition other than shifting the war to the West Bank. While this understanding is not entirely false, it is suggested that recent events in the West Bank are part of Israel’s expansionist plan aiming at imposing Israeli sovereignty on the territory. Using legal and political manoeuvres, Israel aims to turn the West Bank into another Gaza which results in broader regional implications.

Following the Arab Spring, Turkey and Iran started expanding their influence in the region, utilising the state of instability. While both countries compete over expanding influence in Syria, Iraq, and Azerbaijan, they managed to maintain strong mutual relations. The analysis examines foreign policy tools employed by both countries to maximise their benefits along with analysing the commonalities and differentiation of interests between them in the Middle East.