Opinion
Israel’s airstrike on Qatar has major and far-reaching consequences
On September 9, Israel brazenly dispatched 15 fighter jets to carry out a supersaturated precision bombing of a residence in Doha, the capital of Qatar, killing six civilians. Although Israel’s tactical goal was to “wipe out” key figures such as Hamas chief negotiator Khalil al-Hayya, this cross-border military action once again “committed a heinous crime against the world,” exposing the Israeli government’s continued militarism to achieve political aims, breaking multiple red lines, reflecting the complete “collapse of ritual and music” in international relations and regional order, with grave and far-reaching consequences. Outrageously, Israeli Prime Minister Netanyahu even threatened afterwards to continue launching similar attacks on Qatar to hunt down Hamas members. If Israel’s behavior is not quickly and strictly regulated and constrained, peace and security in the Middle East and the world will face severe tests.
First, Israel’s brazen invasion of the sovereign airspace of Qatar and bombing is tantamount to an undeclared war. This is a blatant trampling on the UN Charter, principles of international law, and norms of international relations. It marks Israel’s combat reach as covering the entire Middle East and will inevitably provoke strong indignation from the international community, including its allies. On the 11th, the 15 members of the UN Security Council issued a statement strongly condemning Israel and expressing support for Qatar without naming it. The United States rarely cast a vote in favor.
Qatar is a small, moderate country and has never been a frontline Arab state or hardliner advocating the “elimination of Israel.” On the contrary, Qatar established low-level diplomatic relations with Israel very early, serving as a pioneer in reconciliation for Gulf Arab states to normalize relations with Israel. It is true that Qatar sympathizes with the Muslim Brotherhood and supports Hamas, but nearly all aid funds flowing into Gaza from Qatar were delivered to Hamas only after being approved by the Israeli government and transferred through Israeli banks. In other words, Qatar has objectively cooperated with Israel’s national strategy of “eradicating but not annihilating” Hamas, constructing two power centers to divide Palestinian strength. Moreover, it was at the request of the United States and Israel that Qatar provided the platform in Doha for negotiations with Hamas.
Qatar’s status in relation to both sides of the Israeli-Palestinian conflict is that of a neutral country under the law of war. Article 1 of the 1907 Hague Convention V clearly stipulates that the territory of a neutral country shall not be violated. Article 2(4) of the UN Charter and the 1970 Declaration on Principles of International Law explicitly establish the “prohibition on the use of force” as a basic principle of international law. In the past, Israel often emphasized that its actions against Palestine were based on the so-called “preventive self-defense measures against terrorism.” This position was rejected in the International Court of Justice’s advisory opinion regarding Israel’s construction of the separation wall in Palestinian territory. The ICJ, as the authoritative interpreter of international law, explicitly rejected Israel’s attempt to arbitrarily expand the concept of self-defense to justify its illegal use of force. Therefore, Israel’s public attack on Qatar violates both fundamental principles of international law and obligations of neutrality, with no legal basis whatsoever.
Second, Israel deliberately chose to strike at the moment when Hamas negotiators were meeting to discuss ceasefire conditions, once again proving that it is the key party responsible for perpetuating the flames of war in Gaza, disregarding international morality, rules of war, and international credibility. “When two states go to war, envoys shall not be killed”—this is an eternal rule of warfare and baseline of diplomacy. Yet Israel, driven by its political decision to eradicate Hamas, carried out a sneak physical elimination of negotiating opponents in the capital of a friendly state, which is truly disgraceful. Previously, Israel’s “wipeout” of Hezbollah leaders in Lebanon was also accomplished by tracking and locating the Iranian envoy who went there to persuade them to accept a ceasefire.
The treacherous nature of Israel’s attack can also be confirmed from the perspective of the law of armed conflict. Article 37 of the 1977 Additional Protocol I to the 1949 Geneva Conventions prohibits killing an enemy through perfidy. Perfidy refers to acts “inviting the confidence of an adversary to lead him to believe that he is entitled to, or is obliged to accord, protection under the rules of international law applicable in armed conflict, with intent to betray that confidence.” The prohibition of perfidy is a fundamental rule of the law of armed conflict; thus, perfidy is recognized in international criminal law as a form of war crime. Hence, Israel’s attack on Hamas negotiators lacks legitimacy under both the law of armed conflict and international criminal law. Given that the International Criminal Court has confirmed its jurisdiction over the situation in Palestine and issued arrest warrants for Netanyahu and other political and military leaders, this move further demonstrates the Israeli leadership’s contempt for the basic order of warfare and international criminal justice. By airstriking Doha to eliminate Hamas negotiators, Israel once again shows itself as a state actor that utterly lacks military ethics, integrity, and even acts in open defiance of international norms.
Third, Israel launched a surprise attack on the Arab ally of its biggest backer, the United States, endangering America’s political and diplomatic image and U.S.–Arab relations. This also constitutes a serious betrayal of the long-term trust and steadfast protection of its strategic ally, once again highlighting that Israel has become a “strategic liability” for the United States, playing the increasingly destructive role of a “bad friend.” Qatar not only provides the United States with the largest air force base in the Middle East, purchases large amounts of U.S. weapons annually, holds a significant amount of U.S. treasury bonds and investments, but has also in return obtained America’s security guarantees. Even so, Israel did not inform Washington in advance of its surprise attack plan. Only when the U.S. military detected the airstrike fleet through its air defense system and sought confirmation did Israel reveal its hand, claiming it was too late to cancel. Israel’s unilateral attack and deception resulted in Doha receiving Washington’s warning ten minutes after the bombing had already occurred.
From the Eastern Mediterranean to the Persian Gulf, it is hardly possible for Israel’s air fleet to evade the U.S. military’s land, sea, and air early-warning systems along the way. Therefore, whether Israel deliberately concealed it or the United States pretended not to know, the early-warning and air defense system that the U.S. uses to protect its many oil-producing Gulf allies completely failed. No matter how Washington tries to justify it, Israel left the U.S. government utterly embarrassed this time, caught in the awkward situation of being “hit while lying down” and “taking the blame” for indulging Israel’s reckless behavior. It fundamentally undermined the “Middle East NATO”-style security cooperation mechanism that the U.S. and Israel had established with Gulf Arab states. Of course, U.S. President Trump, while expressing dissatisfaction with Israel’s attack on an ally, also said that eliminating Hamas “is a valuable goal” and “believes this attack may become an opportunity to promote peace.” Thus, it seems the U.S. and Israel are in collusion, and America being dragged down by Israel appears only natural.
Fourth, Israel’s pursuit of so-called absolute security and unilateral security at the expense of the national and citizen security of other sovereign and even friendly states reflects a thoroughly regional hegemonism, military adventurism, and even characteristics of state terrorism. This will intensify turmoil and instability in the Middle East, stimulating the rampant spread of anti-Israel and anti-Semitism, extremism, violent ideologies, and terrorism. Since a member state of the United Nations can disregard all rules and taboos, constantly setting vile precedents, not only can regional sovereign states follow suit and act unscrupulously under the pretext of their own security, but non-state actors will also have more excuses and reasons to act recklessly. Radical, violent, and even terrorist organizations in positions of weakness are more likely to launch “asymmetric” attacks against state actors, as power is imbalanced, rules lack binding force, and morality is not respected. They may even openly attack soft targets, including innocent civilians, ultimately leading to global chaos, rampant violence, and the replacement of civilized norms and codes of conduct with the law of the jungle.
Fifth, without going through formal legal procedures and without open, fair, and transparent judicial processes, Israel attempted to directly “eliminate” Hamas negotiators, seriously violating humanitarian principles, the spirit of the rule of law, and the values of civilization. This constitutes a grave deviation from modern civilization and international legal order. As a resistance organization in occupied territory, Hamas is in a state of war with Israel, and Israel has the right to physically eliminate its members in a wartime situation. However, for those non-combatants it targets—particularly Hamas members residing in other countries with civilian identity and civilian status—Israel, as a state that claims to adhere to modern democracy, law, and respect for human rights, resorted to the extreme means of carrying out “state lynching,” depriving them of any rights or opportunities to appeal and defend themselves. In doing so, Israel has degenerated into a violent entity devoid of the spirit of law and unrestrained by legal norms, rather than acting as a sovereign state.
In fact, since its founding, Israel has always placed its own security interests above international law and has never considered or respected the jurisdiction of other sovereign states or the basic human rights of wanted persons. The case that made Israel’s intelligence agency famous—kidnapping the “Doctor of Death” Eichmann from South America, bringing him back for trial and executing him—did indeed deliver justice for the victims of the Holocaust, but the kidnapping itself damaged the sovereignty and judicial authority of the country involved. After the “Munich massacre” of 1972, Israel’s intelligence agency hunted down “Black September” terrorists worldwide for nearly 10 years. Except for one injured woman who was imprisoned, all the others died violently. From the perspective of respecting the sovereignty of other countries and the basic rights of criminal suspects, Israel’s overseas revenge killings, this so-called “legend,” was nothing more than a series of extrajudicial executions, and also triggered diplomatic crises. Israel’s overseas assassination cases against Hamas members are also not rare, and take various forms: in 1994, two agents were sent to assassinate Hamas representative Khaled Mashal in Amman, the capital of Jordan, but the assassins were exposed and captured alive, nearly leading to the severance of diplomatic ties between Jordan and Israel; in 2020, Israel sent 26 agents using forged passports from more than ten Western countries to assassinate Hamas weapons procurement official Mahmoud al-Mabhouh in Dubai, sparking strong protests from many countries… To this day, Israel has become increasingly unrestrained and fearless, openly driving the war machine to kill in the capitals of other countries. Its habitual lawlessness and barbaric practices can be said to have reached their peak.
Sixth, Israel’s airstrike on Doha was a heavy blow to those mediating Middle East conflicts and disputes, bound to frustrate the mediation efforts of the international community, damage the credibility of security guarantees of relevant countries, and make it difficult for conflicting parties to find a safe third-party platform for dialogue in the future. As is well known, Qatar, though a small Gulf country, is famous as a “great mediator.” Doha once witnessed the agreement between the U.S. and the Afghan Taliban on ceasefire and withdrawal, and it became the only communication channel with Israel for Hamas after losing other overseas shelters. Now, with Hamas negotiators being hunted down by Israel beyond all taboos, Doha has suffered bloodshed for providing negotiation convenience. The deterrent effect of this evil consequence is enough to make other Middle Eastern countries like Jordan, Oman, Egypt, and even Turkey—who are willing to play the role of “peacemakers”—think twice before providing Israel with dialogue channels in the future. Israel’s move of “tearing down the bridge before crossing the river” not only completely blocks its own “Doha channel” for negotiating with Hamas, but also closes off one of the future options for dialogue with the Houthis, and even makes any potential negotiations with Lebanon and Syria possible only with security guarantees provided by more powerful and credible major powers.
Seventh, Israel’s sudden attack on Gulf states that have long enjoyed peace and security, after having spread the flames of the “Sixth Middle East War” to the Persian Gulf by blitzing Iran, now shifts the blame onto oil-producing Gulf states that had not seen war since 1991 and were called an “oasis of peace and prosperity.” This caused oil prices to soar, threatening the world’s energy supply and global economic development. If Israel is allowed to continue its brutal military ravaging of Qatar, which country will be the next to suffer an undeclared war from Israel? The generally “small in size and population” Gulf Arab states will undoubtedly bid farewell to their era of peace of mind, with everyone living in fear. This will plunge this wealthy, investment- and shipping-active “land of peace” into panic and turmoil, and may lead to major changes in global capital flows, triggering large-scale financial turbulence.
Eighth, Gulf Arab states, including Qatar, although they have long supported the Palestinian cause for independence in terms of public opinion, morality, and funding, are also the “pioneers of the era” who achieved normalization with Israel after the Cold War, maintaining open and semi-open high-level exchanges and close economic, trade, investment, technological, and even security cooperation. In recent years, Bahrain and the UAE, despite enormous domestic pressure, cast aside the historical burden of the Palestinian-Israeli conflict and took the lead in signing the Abraham Accords to establish normal relations with Israel, driving two Arab states in Africa—Sudan and Morocco—to follow suit. If Saudi Arabia, which supported Bahrain and the UAE in taking the lead, completes the reshaping of its triangular relations with the U.S. and Israel, this would achieve comprehensive normalization of relations with Israel among the six Gulf states. However, Israel’s aggression and bombing of Qatar, a member of the Gulf Cooperation Council, violated the collective security interests of this regional organization, rendering its collective defense mechanism useless, humiliating the collective dignity of the six states and their peoples, and ultimately eroding the foundation of public opinion and triggering stagnation or regression in the peace process with Israel.
Ninth, Israel’s heavy-handed strike against Qatar exposes the arbitrariness of “Greater Israel-ism” and the arrogance of the “chosen people,” as well as a national strategic orientation and behavior characterized by bullying the weak and shifting burdens onto neighbors. This is bound to further worsen the regional and international image of Israel and even of Jews, and may even revive the dying Arab nationalism, leading to renewed large-scale tensions in ethnic, religious, and geopolitical relations in the Middle East, causing Israel to lose more Western allies. Israel’s long-term iron-blood, scorched-earth, and starvation policies toward Gaza have already drawn universal condemnation and blame. Now, by imposing war on Gulf Arab states and their peoples, Israel demonstrates an extreme selfishness: “I would rather wrong the world than have the world wrong me.” This situation not only burdens the governments of Arab states that reconciled with Israel with a heavy moral and public opinion cross, but also forces Western allies to take countermeasures against Israel, such as arms embargoes, trade restrictions, or preparing to recognize the State of Palestine. On the 11th, the European Parliament passed a resolution calling on the EU’s 27 member states to “consider recognizing Palestine, in order to realize the two-state solution.” By acting unjustly, Israel has cut itself off from the international community, moving toward the diplomatic abyss of becoming an “international orphan” and “international pariah.”
“As long as Qingfu is not dead, the troubles of Lu will not end.” Israel has never been able to achieve lasting and stable national security, and the fundamental cause lies in its refusal to return Arab territories including Palestine (limited to the Gaza Strip, West Bank, and East Jerusalem), its long reliance on America’s bottomless protection and its own militarization and belligerent policies, and the unchecked growth, greed, and zero-sum thinking of the far-right. With more than six million Jews as its main ethnic group, Israel may now be invincible in the Middle East, able to freely enter and exit the airspace and territory of neighboring countries. But how long can this national security, supported by the military machine, these international relations built on fists, and this peace and stability built on countless innocent lives last? How much benefit can it bring Israel? The answer is undoubtedly clear: it is like climbing a tree to catch fish, running south when you want to go north. Some sharp observers have even pointed out that Israel, in the name of a “war of national defense,” is in fact waging a “war of extermination.” From a broader and longer-term perspective, if the international community allows Israel to continue its wrongdoing, not only will the Middle East remain mired in wars, but global governance and the international order will also become increasingly unmanageable as bad money drives out good.
Prof. Ma is the Dean of the Institute of Mediterranean Studies (ISMR) at Zhejiang International Studies University in Hangzhou. He specializes in international politics, particularly Islam and Middle Eastern affairs. He previously worked as a senior Xinhua correspondent in Kuwait, Palestine, and Iraq.
Opinion
Macroeconomic consequences of asymmetric UAV attacks in Russia
Today, the nature of asymmetric threats is undergoing a profound transformation, with their focus shifting increasingly toward economic centers. By mid-2026, the nature of asymmetric warfare within the borders of the Russian Federation entered a qualitatively new and critical phase.
An analysis of the Ukrainian unmanned aerial vehicle (UAV) strikes carried out in July 2026 reveals a deliberate shift in targeting. Moving beyond military installations and fuel-energy infrastructure, these attacks directly targeted civilian logistics networks and critical nodes of the macroeconomic infrastructure.
The primary objective of this strategic shift is to deplete the country’s internal resources, induce insurmountable disruptions in supply chains, and exert intense psychological pressure on the civilian population.
Large-scale, coordinated strikes on the distribution centers of Wildberries—Russia’s largest e-commerce platform and part of the RVB joint venture (formed by the 2024 merger of Wildberries and Russ)—became the symbol of this new phase of home-front vulnerability. The geographic scope of these attacks, spanning an unprecedented area from the Northwestern Federal District to Southern Russia and Crimea, exposed critical gaps in national industrial risk insurance mechanisms. Furthermore, this situation sparked severe legal disputes between platform economy giants and small businesses, compelling immediate intervention from both corporate executives and senior state officials.
Tracing the multi-layered consequences of the kinetic impacts resulting from these July attacks on the state’s digital and physical economy will shape the new architecture of civilian sector security.
The zenith of the logistical terror waged by Ukraine was recorded on the night of July 24, 2026, marking the most technically complex UAV attack inflicted on Russian Federation territory since the beginning of the year. According to data from the Ministry of Defense of the Russian Federation, domestic air defense systems detected and destroyed 571 fixed-wing Ukrainian UAVs that night.
Two points have become exceptionally critical here: saturating radar fields and the military “swarm” effect. In short, this event is the clearest indication that the enemy has transitioned to a tactic of overwhelming radar systems. At the same time, the “swarm” effect generated across a vast geographic expanse aims to rapidly deplete the ammunition of anti-aircraft missile systems and expose air defense positions deep behind the front lines.
The breadth of the targeted geography attests to the unprecedented scale of the operation. UAVs were neutralized over the Belgorod, Bryansk, Kaluga, Kursk, Leningrad, Novgorod, Oryol, Pskov, Ryazan, Smolensk, Tver, Tula, and Vladimir regions, as well as over Moscow, Krasnodar, the Republic of Crimea, and the waters of the Azov and Black Seas.
Such a dense dispersion of targets across a vast territory points to an attempt to paralyze transportation and logistics arteries within Russia’s European landmass.
In parallel with the mass deployment of UAVs, missile strikes were also conducted against civilian industrial enterprises. During the same period, a missile attack on a local enterprise in the Fileyka district of Kirov resulted in outright catastrophe, leaving 6 people dead and 32 employees injured with varying degrees of severity.
Following the incident, Regional Governor Aleksandr Sokolov stated that the situation required not only the evacuation of the wounded, but also large-scale interventions such as restoring water and power supplies and auditing the security of neighboring settlements. This combined approach—employing inexpensive kamikaze drones to degrade air defenses followed immediately by missile strikes on unprotected industrial zones—presents an entirely new threat paradigm for the civilian economy.
Systematic and sequential attacks directed at the facilities of a single commercial entity completely eliminate the possibility of coincidence. The strategic, macroeconomic, and psychological factors turning civilian commercial warehouses into critical vulnerabilities for an entire state rest upon four pillars:
- Role as the central circulatory system of domestic trade: Wildberries plays a critical role in the architecture of the modern Russian economy, connecting millions of consumers with tens of thousands of SMEs. Damage to distribution centers severe supply chains, triggering localized shortages of essential consumer goods and regional inflationary spikes. The primary goal is to destabilize the domestic market and create an artificial supply vacuum.
- Immense facility footprints and defense complexity: Spanning hundreds of thousands of square meters across the nation, these hangars constitute massive targets with high radar contrast. Unlike military bases, these commercial warehouses cannot possess their own air defense systems; placing every such facility under an air defense umbrella is physically impossible without compromising frontline systems.
- Social and psychological impact: In the eyes of the public, logistics centers symbolize daily economic stability. Black plumes of smoke visible from miles away, massive fires, and civilian casualties represent a hybrid terror tactic designed to transport an atmosphere of fear deep into peaceful cities and shake the internal socio-political climate.
- Magnified radius of economic impact: Inventory consumed by flames in these warehouses generally consists of stock purchased by merchants on credit. The destruction of commodity inventories holds the potential to cause mass vendor bankruptcies, bank loan defaults, and cascading layoffs across small businesses.
The events of July 2026 mark an irreversible shift in the threat landscape facing Russian commerce and macroeconomics. Attacks directed at Wildberries hubs in regions such as St. Petersburg, Moscow, and Tambov exposed the utter vulnerability of civilian logistics infrastructure.
Deploying relatively inexpensive unmanned aerial vehicles, the enemy is capable of inflicting tens of billions of rubles in direct damage, paralyzing the supply of essential goods, and triggering an acute social crisis in which hundreds of thousands of entrepreneurs face the threat of bankruptcy. According to Russian experts, the total cost of a single fire—similar to the Kotovsk incident on July 18—can range between 50 and 100 billion Rubles ($630 million – $1.2 billion USD).
Despite its massive capital reserves, corporate business was caught unprepared for military threats. The medium-term survival of the e-commerce economy depends on the state and the private sector uniting to engineer unprecedented systemic solutions. Establishing compensation funds and introducing mandatory risk-distribution mechanisms are critical steps that must be taken.
Logistics hubs will remain open targets unless a “state program for subsidized reinsurance of military risks” is established for the critical nodes of the civilian economy. In the future, it will not suffice for large enterprises merely to pour capital into the physical protection of infrastructure; they must also deeply decentralize their logistics networks to prevent the concentration of goods and capital at single points of failure.
Opinion
Egypt Under Fire: What Does the Damietta Strike Mean for Global Energy Markets?
Dr. Ahmed Moustafa, Director & Founder, Asia Center for Studies & Translation, Egypt
For the first time since successive waves of escalation between Washington and Tehran began in recent months, an Egyptian liquefied natural gas (LNG) export facility has become a direct target.
In the early hours of Wednesday, 29 July 2026, at least one drone struck the floating storage unit Energos Winter, owned and operated by a U.S. company and sailing under the Marshall Islands flag, while it was moored at the Mediterranean port of Damietta. The impact ignited a fire that spread to a neighboring LNG carrier, GasLog Salem. Egyptian authorities confirmed that the blaze was brought under control without any reported casualties, while no group had claimed responsibility for the attack at the time of writing.

A Broader Context That Cannot Be Ignored
The incident did not occur in a vacuum. It came only hours after the United States Central Command (CENTCOM) announced that it had conducted joint strikes with Saudi forces targeting armed factions in Iraq accused of launching drone attacks against Saudi oil facilities. Tehran responded by warning against a “miscalculation,” at a time when the Middle East is still grappling with the repercussions of an earlier round of escalation that erupted on 8 July, when U.S. forces carried out strikes inside Iranian territory following an attack on a commercial vessel in the Strait of Hormuz. Iran retaliated with attacks targeting U.S. military bases in Bahrain, Jordan, Qatar, Kuwait, the United Arab Emirates, and the Sultanate of Oman.
Against this tense backdrop, Damietta appears to represent yet another link in the chain of regional escalation—but an exceptional one. For decades, Egypt has sought to keep itself removed from direct military polarization in the region, unlike several Gulf states that have increasingly become arenas of open confrontation.
At the same time, this interpretation does not entirely rule out the possibility of an indirect Israeli role, driven by hostility toward Egypt’s growing diplomatic influence in the Palestinian and Gaza files. Cairo has remained committed to advancing the two-state solution and to implementing the second and third phases of the peace roadmap agreed upon following the Sharm El-Sheikh Peace Summit last October. The Israeli government, led by Benjamin Netanyahu, has sought to obstruct these efforts. Netanyahu, who is the subject of arrest warrants issued by the International Criminal Court, is widely accused of bearing responsibility for committing genocide that, according to Palestinian authorities, have resulted in the deaths of approximately 73,000 Palestinian civilians since 7 October 2023.
Why Egypt?
Over the past two years, Egypt has steadily strengthened its position as a regional hub for liquefying and re-exporting natural gas. This growing role has been supported by its two LNG plants at Idku and Damietta, in addition to a network of pipelines linking the country with Israel and Cyprus.
This infrastructure—unmatched elsewhere in the Eastern Mediterranean in terms of combined liquefaction capacity and direct access to European and global markets—has transformed Damietta and Idku into critical gateways for Eastern Mediterranean gas, including increasing volumes of Israeli/Stolen Palestinian natural gas liquefied and re-exported through Egyptian facilities.
According to local reports, the Energos Winter alone was supplying approximately 450 million cubic feet of gas per day to Egypt’s national grid and was preparing to receive four additional cargoes during August.
This expanding role gives any attack on Egypt’s gas infrastructure significance far beyond the immediate incident itself. It threatens not only Egypt’s domestic energy supplies but also a supply chain upon which Europe has increasingly relied as part of its strategy to diversify away from Russian natural gas.
Who Was Behind the Attack? Open Scenarios
At the time of writing, no organization had officially claimed responsibility, leaving several possible interpretations.
The first scenario cautions against prematurely attributing responsibility to Iran or its regional allies. It argues that the ambiguity surrounding the incident—and the absence of any claim of responsibility—may itself be deliberate, allowing whichever actor carried out the attack to undermine Egyptian stability without incurring immediate political costs.
This possibility includes actors competing over Eastern Mediterranean energy routes, as well as local or transnational groups pursuing agendas unrelated to the U.S.-Iran confrontation. Egyptian officials themselves have adopted a notably cautious approach. Egypt’s Minister of Information warned against “rushing to accuse any party,” while a former official suggested that “certain actors are seeking to drag Egypt into the conflict,” implying that the attack may have been designed precisely to draw Cairo into a confrontation it has consistently sought to avoid.
A second scenario, Israeli Involvement or the Involvement of Israel’s Allies
This, in itself, remains a serious hypothesis that is reportedly being discussed in undisclosed investigative circles. The prevailing analyses, supported by pro-Israeli and pro-American narratives, have largely centered on suspicions directed at Iran or Iran-aligned actors within the context of the ongoing conflict, rather than at Tel Aviv. This is partly because Israel maintains an energy partnership with Egypt, making any attack on an Egyptian export terminal potentially detrimental to its own natural gas interests.
Nevertheless, this hypothesis—like all others—must ultimately be assessed in light of the findings of the official investigations, which are still underway. It is worth recalling, however, that repeated warnings have been voiced regarding the visits of Israeli Prime Minister Benjamin Netanyahu to Washington, as such visits have often been followed by heightened regional instability, as was argued after developments last December. According to this line of analysis, Netanyahu seeks to prolong the conflict with Iran in order to strengthen his domestic political position, secure his continuation in office, and advance Israel’s long-term strategic objective of neutralizing Iran and carrying out “Greater Israel.”
Within this framework, some analysts argue that there are broader efforts to weaken both Egypt and Türkey. They cite remarks attributed to a former Mossad operative during appearances on Israeli television, alleging that such a strategy would also serve to divert international attention away from the Gaza file and the question of Palestinian statehood—an issue on which Egypt has intensified its diplomatic efforts in recent days. According to this interpretation, creating indirect pressure on Egypt—the region’s most stable and secure state—could be viewed as a means of drawing Cairo into a wider regional confrontation.
A third scenario links the incident directly to the broader U.S.-Iran escalation. According to the article, The New York Times, citing two Iranian sources, reported that the attack may have been intended as a signal that global shipping and energy supplies could face deeper disruptions should Tehran or its allies choose to escalate further. The sources, however, did not identify the perpetrators or specify the launch point of the drone.
The Messages Behind the Attack
Regardless of who carried out the operation, the choice of target sends several important signals. An attack on what the article describes as the first American-owned energy asset on Egyptian soil would convey a message to Washington that not only its military installations in the Gulf, but also its economic footprint across the region, has become increasingly vulnerable.
For Egypt, which has consistently pursued a policy of strategic restraint and regional neutrality, the incident serves as a reminder that its geographic position—adjacent to some of the world’s most important energy and maritime corridors—no longer guarantees insulation from the conflicts unfolding around it.
For global markets, the attack suggests that the geographic scope of potential disruption is expanding beyond the Strait of Hormuz and the Arabian Gulf into the Eastern Mediterranean, increasing insurance premiums for shipping and critical energy infrastructure in a region long regarded as comparatively secure.
Egypt’s Official Response
The Egyptian government handled the incident with considerable caution and procedural professionalism, treating it primarily as a crisis-management operation rather than a political event.
The Cabinet confirmed that the fire had been caused by a drone attack without attributing responsibility to any specific party, emphasizing that investigations were continuing “to take all necessary measures to safeguard Egypt’s interests and national security.”
Prime Minister Mostafa Madbouly described the response as a test of the state’s crisis-management capabilities, praising emergency teams for successfully moving the burning vessels away from the port, thereby preventing what could have become a far larger disaster.
President Abdel Fattah El-Sisi addressed the incident publicly for the first time during a telephone conversation with Spanish Prime Minister Pedro Sánchez. During the call, he confirmed that the competent authorities were conducting a comprehensive investigation, warned of the dangers posed by the escalating regional situation, and stressed the importance of cooperation between Egypt and the international community to contain the crisis while adhering to peaceful solutions.
This measured diplomatic approach—avoiding direct accusations while emphasizing de-escalation—reflects Cairo’s determination not to be drawn into a broader regional confrontation despite having come under direct attack on its own territory.
Several Gulf states also expressed their full solidarity with Egypt and voiced support for its efforts to safeguard its national security and sovereignty.
The Impact on Global Energy Markets
The Damietta incident occurred at a time when global energy markets were already under considerable strain. Brent crude had been hovering around US$90 per barrel following the escalation of 8 July, while the European Title Transfer Facility (TTF) benchmark for natural gas had climbed above US$700 per 1,000 cubic meters for the first time since March.
Any additional disruption affecting an Egyptian LNG export terminal risks reinforcing this upward trend. Europe has increasingly relied on Egyptian liquefied natural gas as part of its broader strategy to diversify supplies away from Russian pipeline gas. Consequently, even a temporary interruption to Egypt’s export infrastructure could heighten market concerns over supply security.
The incident also adds to the geopolitical risk premium already factored into insurance costs for vessels operating in the Eastern Mediterranean. Higher perceived risks could translate into increased shipping and insurance costs for LNG carriers throughout the region, even if subsequent investigations conclude that the attack was an isolated event unlikely to be repeated.
What Should Be Done to Prevent Similar Incidents?
First, Egypt should further strengthen its short-range air defense capabilities and counter-drone systems around strategic energy installations along its Mediterranean coastline. This includes deploying advanced early-warning radar networks and cost-effective interception systems capable of neutralizing small unmanned aerial vehicles before they reach critical infrastructure.
Second, broader regional intelligence-sharing mechanisms should be expanded among Egypt and neighboring states—including Cyprus, Greece, and Türkiye—in recognition of the increasingly interconnected nature of Eastern Mediterranean gas infrastructure and the shared strategic importance of safeguarding regional energy corridors.
Third, given that the targeted floating storage unit is owned by a U.S. company, Washington should contribute to financing and modernizing the protection of such critical infrastructure rather than limiting its response to statements indicating that it is merely “monitoring the situation,” as the article characterizes the U.S. reaction.
Finally—and perhaps most importantly—reducing the broader cycle of regional escalation between Washington and Tehran remains the only sustainable guarantee against similar incidents in the future. Any purely technical or localized security measures can mitigate immediate risks but cannot eliminate them so long as the underlying geopolitical drivers of confrontation remain unresolved.
Conclusion
The Damietta incident serves as a stark reminder that geographic neutrality alone is no longer sufficient to shield a country that has become a pivotal node in the global energy network.
References:
1- https://www.bbc.com/news/articles/c39ez3klwmro
4- https://www.nytimes.com/2026/07/29/world/middleeast/ships-drone-strike-egypt.html
Opinion
Rising populist parties in Europe and liberalism
Leon Trotsky, one of the foremost leaders of the October Revolution, defined fascism as the totalitarian organization of society by monopoly capital. Magnates of large-scale monopoly capital are acutely aware that their profits cannot be safeguarded in the absence of authoritarian political power. Thus, fascism finds its bedrock of support among capitalist forces, the grand bourgeoisie, monopoly capital circles, and major landowners. We are all too familiar with the calamities fascism wrought upon the world in the era preceding the Second World War.
The post–World War II era is often commemorated as the golden age of capitalism—a period characterized by robust growth rates and low unemployment. Real wages climbed, social rights expanded, demands for a welfare state remained vibrant, and the pursuit of a social state yielded tangible results. This era ultimately met its demise in the 1970s, undone by shifts in the regime of accumulation and structural economic crises.
Today, across Europe, political parties that could virtually be characterized as the direct successors to pre-WWII fascist movements are consolidating their electoral gains. Germany, France, and Italy serve as quintessential examples. These parties weaponize poverty, unemployment, and anti-foreigner, anti-immigrant, anti-Muslim, and anti-Middle Eastern sentiments, while capitalizing on the incompetence of traditional center-right and center-left parties and taking a deeply Eurosceptic, critical stance toward the European Union. They employ caustic rhetoric against the political elites who have dominated governance for decades. Receiving endorsement from both US President Trump and Russian leader Putin, they draw substantial support simultaneously from working-class constituencies—traditionally the bedrock of the left—and from grand capital circles. While monopoly capital quietly pats these populist movements on the back, it simultaneously winks at liberal-democratic and increasingly indistinguishable social-democratic parties that champion unbridled capitalism and aggressive liberalism. Beyond France and Germany, examples abound from Italy to the United Kingdom…
The interests of grand capital, which back populist regimes and advocate authoritarian governance, also champion localization. For the erosion of the national, the public, and the collective—alongside the attenuation of the central state and the elevation of the local—works decisively to the advantage of big capital.
Why?
Because of this:
Under liberalism, the state does not regulate the market; rather, the market regulates, directs, and subdues both the state and society. In a liberal order, the state is expected to act on behalf of capital and in favor of the market—intervening in politics, society, and the law, and enacting statutory frameworks strictly to this end. The state is tasked with engineering legal and institutional arrangements for the market’s account and benefit. Society is reduced to a market-society, wherein the citizen is reimagined as a consumer, a client, and an entrepreneur. Since competition is elevated as the supreme imperative, citizens themselves must become entrepreneurial and competitive—a posture the state actively promotes and incentivizes.
According to liberals, the state bears no obligation to shield its citizens from the pitiless mechanics of the market or the ferocity of unchecked capitalism. On the contrary, the state demands and encourages that citizens establish themselves as entrepreneurial actors within the market arena. Consequently, the state aligns itself with capital, operating at its beck and call. Hence, liberalism harbors an innate preference for unorganized, non-unionized, cheap labor. Wages are suppressed; agricultural subsidies are gutted to a minimum; and strikes are banned on the flimsiest of pretexts.
Because liberalism insists that the state be sculpted, organized, and driven according to market demands—allowing the market to command and direct the state—the liberal vision of the nexus between politics and economics, as well as politics and law, is deeply fractured. In their worldview, law must operate exclusively to the advantage of capital, acting as the vigilant sentinel for the inviolability of property rights. It must dismantle every obstacle standing in the way of free trade, unbridled competition, and the free market, while swiftly and severely penalizing any force that dares to impede them. To conform to the expectations and demands of capital: this is the primary imperative required of the law.
In sum, through its championing of identity politics, its reduction of the citizen to a mere client, and its liquidation of the state’s social character in order to place public power at the disposal of capital, liberalism stands fundamentally opposed to the social, the public, and the national. This is a truth that must be firmly impressed upon left-liberals, nationalist-liberals, and conservative-liberals alike.
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