Opinion
Recent Turmoil in China’s Neighboring Countries: Causes and Trends
In handling international relations and diplomatic affairs, China has always adhered to an important strategic principle: “major countries as the key, neighboring countries as the priority, developing countries as the foundation, and multilateral forums as the stage.” Neighboring regions are an important foundation for China’s development and prosperity, a key area for safeguarding national security, a top priority in shaping overall diplomatic strategy, and a critical factor in promoting the building of a community with a shared future for mankind. Therefore, stability and security in the neighboring regions are of vital importance to China, and managing relations with neighboring countries stands as a major focus of China’s diplomacy. On this basis, the recent turmoil in neighboring countries such as Nepal, Myanmar, Thailand, and Indonesia deserves careful study and attention.
Causes of Recent Political Turmoil in Neighboring Countries of China
Nepal. The decree issued by the Oli government to shut down over 20 unregistered social media platforms directly triggered strong dissatisfaction among Gen Z youth, serving as the fuse that ignited this round of large-scale social unrest in Nepal. The direct causes are as follows:
1) Young people believe that the Nepalese government is stifling their freedom of speech.
2) Young people are extremely dissatisfied with the corruption in Nepal and the phenomenon of “second-generation rich” showing off their wealth online.
3) The unemployment rate among young people is high, and the Internet is their main means of obtaining economic income.
4) The Internet is the main communication channel between Nepalese citizens and overseas citizens.
However, these are only the superficial manifestations of the contradictions. The deeper crux lies in the corruption of government officials, the widening gap between the rich and the poor in society, and the struggles between political parties. In this incident, the Nepalese people did not target a single political party or its leader; instead, they directed their anger at all political parties, the entire government, and the entire elite or ruling class. This dissatisfaction stems from their discontent with national development and government governance. Essentially, the interweaving of economic stagnation, disordered governance, and the neglect of people’s livelihood has trapped Nepal in a vicious cycle of “protest-suppression-more intense protest”.
Indonesia. The fuse of this round of unrest in Indonesia was the bill passed by the Great Indonesia Movement Party-to which President Prabowo belongs-in the parliament in August this year. The bill proposed a 50 million Indonesian rupiah (approximately 3,000 US dollars) housing allowance increase for members of parliament. For context, the monthly salary of an ordinary Indonesian wage earner is only 5 million Indonesian rupiah. Coupled with the nationwide “Free Nutritious Meal Program” launched in February (which involves the military engaging in business activities) and the subsequent passage of the Amendment to the Indonesian National Armed Forces Law by the parliament (which relates to the military’s intervention in politics), this series of events triggered widespread public concern and anger over the government’s fiscal direction. The protest groups, which were previously dominated by students, expanded to include a broad participation of workers, the unemployed, and the middle class. While the protests were targeted at specific “policies”, their core criticism was directed at Prabowo himself and the military forces he represents behind the scenes. This is because the new policies introduced by Prabowo fail to fundamentally address Indonesia’s underemployment dilemma or increase Indonesians’ incomes. Instead, they may trigger new fiscal instability and inject uncertainties into Indonesia’s political, economic, and social sectors. Essentially, Indonesia’s protests and the subsequent unrest are the result of long-standing structural issues combined with the accumulation of a series of short-term incidents.
Thailand. The recent turmoil in Thailand originated from the border conflict between Thailand and Cambodia, specifically regarding the ownership of the Preah Vihear Temple and its surrounding areas, which subsequently escalated into a military conflict between the two countries. In June, Paetongtarn Shinawatra called Hun Sen, the de facto leader of Cambodia, to discuss the escalating border tensions. However, Hun Sen publicly released the audio recording of their conversation. This “phone gate incident” ultimately led to Prime Minister Paetongtarn Shinawatra’s resignation in disgrace. The territorial dispute between Thailand and Cambodia is a long-standing issue left over from history, but it eventually evolved into a domestic political problem in Thailand. Although the conflict between the two countries subsided in the end under the witness of China and the United States and with the mediation of ASEAN, the fundamental issue remains unresolved. From the perspective of Thailand’s overall political landscape, the influence of the Shinawatra Family has been weakened. Nevertheless, against the backdrop of the military conservatives dominating the political situation, Thailand’s “orange-red-blue confrontation” pattern is unlikely to undergo a fundamental change in the short term. Here, orange generally represents the People’s Party, a radical left-wing political party; red stands for the Pheu Thai Party, which has close ties to Thaksin Shinawatra and advocates reform; and blue symbolizes the right-wing camp that upholds traditional values and holds conservative stances. No matter who becomes the prime minister, they may face impeachment over seemingly minor disputes, or even be forced out of office through constitutional means. This indicates that the phenomenon of frequent prime ministerial changes in Thailand will continue for a period of time in the future.
Myanmar. Myanmar has been trapped in prolonged chaos and instability since the February 2021 military coup, which triggered full-scale clashes between the military junta and ethnic armed organizations (EAOs).Currently, Myanmar is grappling with four major predicaments. First, it faces economic hardship due to Western sanctions. Second, conflicts have intensified between the military junta and EAOs, as well as between the junta and the “National Unity Government” (NUG) represented by Aung San Suu Kyi, pushing the country toward civil war. Third, the military junta exhibits poor governance capabilities. Fourth, the junta is mired in a legitimacy crisis and remains unrecognized by the international community. As a result, Myanmar has fallen into a situation of “one country, two governments” and “one country, three armies”. The three military forces are the Myanmar Armed Forces controlled by the junta, the Myanmar National Defense Force (MNDF), and the People’s Defense Force (PDF)-both of which are under the command of the NUG. This chaos is further compounded by multiple factors. These include the power struggles among neighboring major powers, the activities of non-governmental organizations (NGOs) engaged in color revolutions, and the tangled interests of gray industries and criminal groups. Together, they have plunged Myanmar into extreme disorder. In the past, conflicts between the Bamar ethnic group and other ethnic minorities were the primary source of tension. Today, however, political oppression and economic distress have shattered the confidence of some Bamar people in the military junta. Coupled with pervasive incitement, Myanmar now resembles a volcano, ready to erupt at any moment.
It is evident that the political turmoil in these countries exhibits the following characteristics. First, prior to the outbreak of unrest, these countries had already been mired in prolonged political instability. Cabinets were frequently reshuffled, and governments constantly faced legitimacy crises. Second, while symbolic incidents triggered the unrest, the protests were no longer confined to local issues or specific policies—instead, they spread to questions about the system and institutional flaws. However, the structural problems inherent in these countries’ institutions cannot be resolved by a single incident. Third, young people and social organizations played an increasingly prominent role in these protests. Fourth, symbolic incidents drove the outbreak of demonstrations and their escalation into violent protests. As seen in the aforementioned countries, all witnessed a shift from peaceful assemblies to actions such as storming public institutions, clashing with police, arson, and looting. This evolution has resulted in severe casualties and economic losses.
Political Outlook for Neighboring Countries in the Coming Months
In the next six months, the aforementioned neighboring countries will either enter a transitional government period, kick off election cycles, or undergo cabinet reshuffles—making further political turbulence highly likely. For example,
- According to Xinhua News Agency, Sushila Karki, former Chief Justice of Nepal’s Supreme Court, was sworn in as Prime Minister of Nepal’s interim government at the Presidential Palace on the evening of September 12. She will lead a six-month transitional government to pave the way for the national election scheduled for March 5, 2026. Karki’s appointment is the result of negotiations between Gen Z protesters, Nepal’s President, and the military. Many Nepali young people have placed unusually high hopes on her, expecting her to end corruption and drive reform. For Karki, addressing key issues of concern to young people—such as social equity, political reform, and economic development—within just six months will undoubtedly be an immense and challenging task.
- On September 5, Anutin Charnvirakul, leader of Thailand’s Bhumjaithai Party, secured a majority vote in a special session of the House of Representatives and was elected Thailand’s new Prime Minister. As noted in relevant commentary, Anutin took office without the support of the Pheu Thai Party, and his term is expected to be short-lived—leaving his minority government highly vulnerable. Anutin has also explicitly stated that the new government will serve for four months, after which a general election will be held.
- Myanmar has long been trapped in civil war. Since the 2021 coup in particular, Myanmar’s military junta has extended the state of emergency multiple times, drawing dissatisfaction from both the public and the international community. However, Myanmar’s leader Min Aung Hlaing has announced that the country will hold an election on December 28, 2025.
- On September 8, Indonesian President Prabowo announced the first large-scale cabinet reshuffle since he took office in October last year. Among the changes, the removal of Finance Minister Sri Mulyani became a focal point of public attention—an adjustment widely seen as a response to the large-scale public unrest in August.
The aforementioned neighboring countries represent a model of “fluctuating political development”. In other words, they have consistently encountered various challenges during the process of achieving national independence and advancing their political agenda, leading to twists and turns in their political progress.For instance,
- Since gaining independence after World War II, Myanmar has been plagued by political instability, driven by power struggles between the country’s military and local ethnic groups. Entering the 21st century, in addition to the conflict between the military junta and ethnic armed organizations (EAOs), the rivalry between the military bloc and the so-called “pro-democratic forces” backed by the United States has largely shaped the trajectory of Myanmar’s political development.
- Since the restoration of parliamentary democracy in 1990, Nepal has seen 29 prime ministers and two periods of direct royal rule over the past 34 years. On average, each government has lasted only 13 months, with the shortest-lived administration in office for a mere 60 days. To date, no government has completed a full five-year term.
- The alternation between military coups and dynastic politics has been the defining thread of Thailand’s political development over the past 70 years. In the last two decades, forces aligned with Thaksin Shinawatra have won the prime ministerial election six times, nearly monopolizing the position of popularly elected prime minister. In a sense, Thailand has effectively formed a “dual-core structure” dominated by the King and Thaksin: the prime minister’s office is held by members of the Thaksin family or their protégés, while the monarchy remains with the Chakri dynasty. The recent political upheaval in Thailand is a major setback for the Thaksin family, but it does not signal their decline—they could still stage a comeback at any time.
The fundamental cause of the aforementioned political turmoil in neighboring countries lies in inadequate and unbalanced economic development, coupled with a widening wealth gap. These issues remain unsolvable in the short term, so it is foreseeable that public protests in these countries will continue to emerge from time to time. For example,
- According to the World Bank, Nepal only transitioned from a low-income country to a lower-middle-income country in 2019. Its GDP growth rate stood at a mere 2% in 2023, while the unemployment rate and inflation rate reached as high as 10.7% and 7.1% respectively. Neither traditional political parties nor emerging ones have put forward effective measures or delivered tangible results to boost economic development. Meanwhile, frequent scandals involving these parties have further complicated Nepal’s political landscape.
- During Paetongtarn Shinawatra’s tenure, her administration was mired in the “phone call scandal” and domestic political infighting. Measures to revive Thailand’s economy, boost its tourism sector, and her handling of Thailand-U.S. tariff negotiations were all subject to severe criticism. Her lack of experience and inadequate competence became a focal point of domestic public discourse in Thailand, leading to a steady decline in both the administration’s governing legitimacy and public approval ratings.
- Over the past decade, Indonesia has maintained a relatively high economic growth rate and achieved remarkable results in sectors such as the digital economy and mineral downstreaming. Today, it stands as the largest economy in ASEAN and the only member of G20 from the region. With a per capita GDP approaching 5,000 U.S. dollars, Indonesia has been classified as an upper-middle-income country by the World Bank. Even so, pressing issues remain prominent within the country, including corruption, inadequate safeguards for people’s livelihoods, and insufficient national capacity building—all of which have fueled public dissatisfaction.
The political turmoil in the aforementioned neighboring countries will further invite infiltration, interference, and pressure from the United States and Western nations. Prior to the unrest, the governments of Thailand, Myanmar, Nepal, and Indonesia had mostly adopted China-friendly policies. They actively aligned with the Belt and Road Initiative, engaged in infrastructure development, and saw steady growth in trade volumes with China. Against the backdrop of China-U.S. competition and the 9/3 Military Parade—where Indonesian President Prabowo, Nepali Prime Minister Oli, and Myanmar’s Acting President Min Aung Hlaing were all invited to attend—the U.S. and Western countries, having failed to contain China through nations like the Philippines, turned to targeting China’s neighboring states. Their aim is to destabilize these China-friendly governments, create instability on China’s periphery, and divert China’s attention.
While the unrest in these neighboring countries stems from internal factors, the protests were clearly influenced by external forces during their development. This led to peaceful demonstrations gradually spiraling out of control and turning violent, showing certain characteristics of “color revolutions”. From a historical perspective, regions affected by “color revolutions” in the modern world have generally spread along the trajectory of “Eastern Europe → West Asia → Central Asia → East Asia/Southeast Asia”. Key countries on this path are either China’s strategic pivots or traditional China-friendly nations.
Adverse Impacts of Neighboring Countries’ Situation on China
The most direct impact of political turmoil in neighboring countries is that it hinders the smooth advancement of the Belt and Road Initiative (BRI) in South Asia and Southeast Asia. Currently, the core concept guiding China’s engagement in Southeast Asia can ultimately be condensed into one word: development. To achieve development, infrastructure serves as a crucial pillar—a principle encapsulated by the saying, “When roads are connected, prosperity follows.” Political instability in neighboring countries may lead to sudden policy shifts, contract breaches, and project suspensions. These outcomes directly threaten the asset security and profit expectations of Chinese enterprises, and impede the progress of the BRI in this region.
Political instability in neighboring countries will undermine China’s strategic goal of building a regional economic hub. ASEAN has surpassed the EU to become China’s largest trading partner, and Southeast Asia also serves as a key region for China to advance both the Belt and Road Initiative (BRI) and the Regional Comprehensive Economic Partnership (RCEP). Political turmoil will weaken the executive capacity of governments in affected countries, slowing progress on cooperative projects such as the implementation of free trade agreements and cross-border infrastructure connectivity. This, in turn, will hinder the economic development of these countries and the region as a whole, as well as the advancement of regional economic integration.
Against the backdrop of China-U.S. strategic competition, the stability and development of neighboring countries are of great significance to China in competing with the United States. Currently, a “Three-World” structure has emerged around China: China and the U.S. each stand as one pole, with numerous “middle countries” in between. Even countries like Vietnam, Singapore, and South Korea—while once leveraging the U.S.’ so-called “Asia-Pacific Rebalance Strategy” and “Indo-Pacific Strategy” to pursue their own interests—have maintained a fundamental stance of seeking “balance” between China and the U.S., rather than making an “either-or” choice. As China’s economic strength and political influence further grow, the existence of these “middle countries” and their development trends will become more prominent. Winning over more middle countries will thus become a key part of China-U.S. competition. In a word, China needs a stable, peaceful, and developing neighboring environment, and the stability, peace, and development of countries such as Nepal, Myanmar, Thailand, and Indonesia are conducive to China.
Yang Chen, Executive Director and Associate Professor, Center for Turkish Studies, Institute of Global Studies, Shanghai University
Opinion
Neither Turkic states heed us, nor does anyone ask us on Syria
At the NATO summit held in Ankara last month, US President Donald Trump made promising remarks to Türkiye regarding the lifting of CAATSA sanctions, clearing the path for the sale of F-35 fighter jets to Türkiye, and supplying the engines required for the domestic Kaan aircraft. He has yet to keep his word.
This is quintessential Trump. He is neither a reliable nor a predictable leader. He approaches diplomacy like a merchant. In bargaining, he opens with the highest possible bid. Rather than institutional consultations, negotiations, formal diplomatic channels, and classical statecraft, he favours personal ties, bilateral encounters, and leader-to-leader diplomacy. He is notoriously erratic. A figure he praises one day, he drags through the mud the next, humiliating, scolding, and even insulting them.
US moves in the Mediterranean
Failing to honour the promises made to Türkiye, the US eased and partially lifted the arms embargo it had enforced on the Greek Cypriot Administration (GCA) since 1987 in 2020, before abolishing it entirely in 2022. Not content with this, the US signed a military cooperation agreement with the GCA in 2024 and hosted its leader at the White House. The GCA, whose path to acquiring weaponry from the US was cleared in 2024, has also recently been deepening its relations with France. Even though two British sovereign bases already exist in the southern part of Cyprus, with the US utilizing them whenever necessary, both the US and France signed separate basing agreements with the GCA. The GCA’s relations with Israel are also remarkably sound, as are those with Qatar. Meanwhile, relations between Greece and France have been exceptionally warm in recent years.
Amid all these tangible developments, Türkiye has largely relinquished its vigilance regarding the Blue Homeland. Drilling vessels and seismic survey ships have been withdrawn from the eastern Mediterranean.
The most distressing of these developments has been that four Turkic states in Central Asia (Kazakhstan, Uzbekistan, Turkmenistan, and Kyrgyzstan), none of which officially recognize the Turkish Republic of Northern Cyprus (TRNC) as a state, expanded their ties with the GCA and opened embassies in exchange for European Union financial assistance. Through this recognition, by acknowledging the Greek Cypriot Administration as the sole representative of the entire island under the name of the Republic of Cyprus, they effectively rejected the existence of the TRNC, whatever they might claim to the contrary.
Whatever anyone may say, and from whichever angle one evaluates it, the conduct of these four friendly and brotherly states cannot be explained merely by their lack of loyalty or their disregard for Türkiye’s sensitivities on this matter. Alongside this, one must acknowledge the failure of Turkish foreign policy. If Türkiye cannot convince even fellow Turkic states, let alone others, on an issue where its position is most legitimate and justified, such as Cyprus; if, far from persuading them, it cannot prevent them from cultivating relations with the GCA and opening embassies, this represents a monumental failure on the part of Turkish foreign policy.
Moreover, the failure in the Mediterranean is not confined to Cyprus. There is more.
Who is sidelining Türkiye in Syria?
Türkiye is persistently excluded from European-organized meetings on Syria. Türkiye’s views are not sought. So much so that even Qatar, our closest ally in the Arab world, on whose soil we established a military base and to whom we sold major assets, does not hesitate to take part in initiatives that exclude Türkiye from energy projects in the Eastern Mediterranean, or to cooperate with Greece and the Greek Cypriot Administration.
Much has changed in Syria since the days when Ahmet Davutoğlu, former prime minister, former foreign minister, former AKP chairman, and leader of the now-dissolved Future Party, carried away by his own momentum, declared: “Not a bird can fly in the Middle East without our knowledge”, “We know the Middle East street by street, inch by inch”, and “We are the masters, pioneers, and spokesmen of the emerging Middle East”, all while eagerly seeking to act as a subcontractor on behalf of the US. The regime has changed. The government has changed.
So let us ask: did we get what we wanted?
Israel, which most recently struck Abu al-Duhur Military Airbase east of Idlib in northern Syria; Israel, a backer of the PKK-PYD-YPG terrorist organization; Israel, which usurped Syrian land in the Golan Heights, attacking Syria and rolling in its tanks whenever it pleases; Israel, which seeks to partition Syria into four entities (Kurdish, Alawite, Arab, and Druze): Israel got what it wanted. And it continues to do so.
Does Israel, which directs scathing rhetoric at Türkiye, fortified by immense US backing and sustained by Europe’s three major powers (Germany, Britain, and France), draw this audacity solely from the imperialist powers standing behind it? Or does Türkiye’s inefficacy in the Turkic world and across the Arab sphere, alongside that backing, also embolden Israel?
In answering this question, we will arrive at a far more accurate assessment if we take into account the depth of Israel’s relations with Azerbaijan.
Opinion
The strait changes hands: How the Red Sea design collapsed into Iran’s favour
Thomas Karat, behavior analyst
Abu Dhabi and Tel Aviv spent years building to control the Bab el-Mandeb and the Horn. The chokepoint has now passed to the one actor the plan was meant to exclude, and the states it pressed have drawn together against it.
For a decade the southern approaches to the Red Sea were ordered around one assumption, that the states which counted on this water were those with the deepest treasuries and the closest ties to Washington. In September that assumption failed. Fighters of the Houthi movement, under Iranian direction, took the island of Mayun in the middle of the Bab el-Mandeb and with it working control of a strait through which roughly 12 percent of world trade passes. The power that had spent eight years assembling the architecture to hold this chokepoint, the United Arab Emirates, was no longer on the coast to contest it.
The Gulf press reads the episode as a new Iranian front against the United States. It is that. It is also the clearest sign to date that the design Abu Dhabi and Tel Aviv pursued across the Red Sea and the Horn of Africa has yielded the reverse of what it promised, and that the actors now setting terms in the region are those who plan around national interest rather than around the guarantees of a fading order.
The Emirati doctrine
To read the collapse only as a Gulf quarrel is to miss the method behind it. Since the counter-revolutionary turn that followed the Arab uprisings, Abu Dhabi has pursued a consistent strategy across three theatres. In Libya it backed Khalifa Haftar against the internationally recognised government in Tripoli, where Türkiye emerged as the principal external patron of the other side, the sharpest earlier collision between the two projects. In Yemen it built and armed the Southern Transitional Council against the government it had nominally joined the war to restore, and it worked to root out the Islah party, the Yemeni movement linked to the Muslim Brotherhood, whose leaders had found refuge in Türkiye. On the Horn it cultivated Somaliland and other regional administrations rather than the federal centre in Mogadishu. The through-line, as one Italian analysis put it, is that the UAE prefers sub-national clients because they let it weaken rivals and carve out platforms for maritime power at the same time. The two aims reinforced one another. Every client that undercut a central government also delivered a port, a runway or an island, so the map of Emirati proxies became, over time, a map of Emirati bases.
Those rivals are named plainly in the record. The Saudi-Emirati axis that formed after 2011 defined itself against Iran, Qatar, the Muslim Brotherhood and Türkiye, and for years Riyadh and Abu Dhabi moved together against all four. Türkiye read the doctrine from the receiving end. Ankara accused the UAE of financing the 2016 coup attempt against President Erdoğan, and only later, when it set about repairing Gulf ties, did it curtail the activities of Islah figures on its own soil. What separates Ankara and Riyadh from Abu Dhabi is not tactics alone. Both Türkiye and Saudi Arabia, whatever their other differences, treat strong central states as the basis of a stable order, while the Emirati approach has repeatedly favoured the actors that hollow those states out. The Red Sea is where that difference became a fault line.
The design on the water
The maritime side of the project was never hidden. From 2018 Abu Dhabi built what one analysis called a circle of bases around the Gulf of Aden: Socotra, administered by some accounts as something close to an overseas territory; runways on the smaller islands of Abd al-Kuri and Samhah; a base on Mayun itself; and on the African shore, Berbera in Somaliland and Bosaso in Puntland. The stated aim was to watch the water and interdict Iranian weapons bound for the Houthis. Israeli strategy converged on the same map. According to reporting attributed to the Middle East Monitor, Israel had long been weighing a base in Somaliland to monitor Yemen and the Bab el-Mandeb, and on 26 December it became the first state to recognise the breakaway republic, in language its prime minister tied to the Abraham Accords.
The Horn divides
For Ankara the recognition was a direct challenge. Türkiye has treated Somalia as a pillar of its Africa policy since 2011. It operates its largest overseas base, Camp TURKSOM, in Mogadishu, trains Somali forces, and casts itself as the guarantor of Somalia’s unity against the secession of Somaliland. Israel’s move placed it, in the reading of regional analysts, on a collision course with Türkiye. President Erdoğan called the recognition illegitimate and unacceptable and set out to rally Arab and Muslim governments against it, issuing a joint declaration with the Saudi crown prince in early February.
Egypt arrived at the same position by a different road. Cairo regards the Bab el-Mandeb as a strategic extension of the Suez Canal, and a senior Egyptian strategist has called securing the strait a national security priority, because canal revenue depends on the traffic that passes through it. When Ethiopia signed a memorandum with Somaliland in January 2024 to lease coastline for a naval base, Egypt read it as an attempt to redraw the Horn against its interests, and in August 2024 it signed a defence pact with Mogadishu and began sending troops and materiel, with plans that envisaged as many as ten thousand personnel for Somalia. Cairo’s interest runs past the canal. Its long confrontation with Ethiopia over the Grand Ethiopian Renaissance Dam has taught it to treat the Horn as an extension of its own water security, and the Somaliland question folded neatly into that older anxiety.
The pattern was consistent across the capitals. The UAE cultivated Somaliland and the sub-state administrations, while Egypt, Türkiye and Saudi Arabia placed their weight behind Somalia’s federal government. Warning that Israel intended a base on its soil, Mogadishu signed defence pacts with Qatar and with Saudi Arabia, and its president said an Israeli base would never be allowed. More than fifty states condemned the recognition, and the African Union and the European Union restated Somalia’s territorial integrity. What had been sold as a low-cost foothold hardened a counter-alignment, running from Cairo through Riyadh and Doha to Ankara, that stood behind the very central state the design was meant to erode.
The collapse in Yemen
On the Yemeni shore the design came apart faster still. In December the Emirati-backed Southern Transitional Council pushed into Hadramaut and al-Mahra, the provinces that run along Saudi Arabia’s southern border. Riyadh read the advance as an attempt to complete a separatist state on its frontier, and on 30 December it bombed the port of Mukalla, striking what the coalition described as an Emirati weapons shipment landed from Fujairah. The internationally recognised government gave the UAE 24 hours to withdraw, and Abu Dhabi complied. Within about eight days it lost Socotra, Mayun and the coastal outposts it had taken eight years to build, dismantling its own island infrastructure as it left. The coalition’s spokesman later accused Abu Dhabi of running a covert operation to move the STC leader by sea to Berbera and onward to the Emirates, a charge the UAE did not answer. By 9 January the council had dissolved itself.
The rupture between the two Gulf capitals was strategic before it was personal, and it left the anti-Houthi front without its principal paymaster and without the coastal positions that front had relied on. The consequences of that vacuum arrived within months.
The strait changes hands
The timing was decisive. Iran had been at war with the United States and Israel since late February, and traffic through the Strait of Hormuz was already disrupted. Saudi Arabia, the largest oil exporter, had rerouted much of its crude through the Red Sea, which raised the value of the far end of the same route at the very moment its Yemeni shore stood undefended. The Houthis advanced through the summer and took the coast in September. They seized Mokha on the tenth, Perim the following day, the strait by the twelfth, and the Hanish islands within the week, ground the UAE had abandoned months earlier. The coastal forces that gave way were those of the National Resistance Front, part of the fractured camp the Gulf rupture had left without a patron.
That the operation served Iran as much as the Houthis is not seriously disputed. The Institute for the Study of War assessed that the advance advanced Iranian aims, with United States officials describing IRGC personnel on the ground. The Abu Dhabi-owned National reported that the Quds Force commander Abdul Reza Shahlai was directing operations in person and that fighters had arrived on a flight from Tehran. Iran’s object, on the Institute’s reading, is to establish the Houthis as the guarantor of passage through the Bab el-Mandeb, the posture Tehran has adopted at Hormuz. The provenance of that reporting warrants a note of its own, since the Emirati press has an evident interest in foregrounding Iran’s hand and passing over the vacuum Abu Dhabi’s own withdrawal created.
The geography compounds the point. The Houthi advance has carried the movement to within twenty miles of Djibouti, the state across the water that hosts American, French, Chinese and other bases, the densest concentration of foreign force on the Red Sea. None of it moved to hold the island in the middle of the strait. For Riyadh the effect is measurable. The Houthis have declared an embargo on Saudi shipping while letting other vessels pass, and Saudi crude loadings through the strait fell by more than a third in two weeks. Analysts reckon that a full closure of a waterway carrying close to a quarter of the world’s container traffic would place a comparable share of global oil and gas at risk. Iran’s allies now hold the Yemeni bank of the Bab el-Mandeb; the UAE and its partners retain the African bank at Berbera and Bosaso. The chokepoint has, in practice, been partitioned between two rival camps.
What Ankara reads in it
The lesson taken in the region is not obscure. A strategy built on the fragmentation of states and the purchase of coastlines, underwritten by an order that assumed American guarantees would hold, has left its chief author without the prize it sought and has driven the states it pressed into a common front. The clearest statement of how this looks from Ankara came in Harici’s own pages, where the former Israeli negotiator Daniel Levy described an Israeli vision of regional primacy that depends on weakening and collapsing surrounding states, and named Türkiye as the country Israeli officials now discuss in the terms they once reserved for Iran. Levy was careful to add that Israel was neither the sole nor always the primary agent of state collapse, and that qualifier is worth keeping. The claim that Türkiye is a designated target is a characterisation, advanced by an interested party and serving Ankara’s own purposes, and it should be weighed as such.
What does not depend on characterisation is the record of the past year. The doctrine of backing sub-state clients against central authorities reached its furthest extent, in Yemen and on the Horn, and then it broke. The states that were meant to be fragmented drew closer together, from Cairo to Ankara. The power that built the ring of bases lost half of it in a week. And the chokepoint at the centre of the whole enterprise passed to the actor the enterprise had been built to exclude. For a region long instructed that security flowed from alignment with Washington and its partners, the year offered a different instruction, that presence without the will to hold ground decides nothing, and that the order which promised to keep the strait open no longer commands the coast. The powers that gained were those that never staked their security on that promise, and the map they are now redrawing runs from the Suez Canal to the Gulf of Aden without waiting on a guarantee from abroad.
Opinion
Will Qatar fund Benjamin Netanyahu in this election too?
Israel’s strike on a military base near the Syrian city of Idlib occupied a prominent place on the agenda of Türkiye, the Middle East, and Arab nations. Official statements followed in quick succession. The US Ambassador to Türkiye and Special Envoy for Syria and Iraq, Tom Barrack, also drew attention with his bizarre remarks and his proposal to establish a tripartite security mechanism between Türkiye, Syria, and Israel.
Israel must be condemned in the strongest possible terms, and the harshest reactions must be delivered. Of this, there is no doubt.
Yet how sincere are the Arab states voicing these reactions? How consistent are they? How courageous? How willing are they to take steps that carry genuine deterrent power and impose real sanctions? We must, of course, reflect upon the answers to these questions.
For we know that certain Arab nations maintain intense, deep, and intricate relations with Israel. We need look no further. We recall, for instance, that Qatar, with which Türkiye also maintains very close ties, provided Israeli Prime Minister Benjamin Netanyahu with $15 million in the 2012 elections and $50 million in the 2018 elections to finance his political campaigns. Indeed, this funding is continually kept on the agenda by the opposition in Israeli domestic politics. It is well known that during that period, Netanyahu gave a statement to the police regarding the funds, his advisers who received the money were arrested, audio recordings and confessions surfaced, and Netanyahu’s dismissal of the affair as “a political plot against me” failed completely to convince.
The truly remarkable aspect lies here: this affair preoccupied the Israeli public for days and became the foremost item on the political agenda. Yet in Qatar, across the broader Arab world, throughout the Islamic world, and in Türkiye, the matter received scant attention. Only a handful of voices raised the issue or expressed outrage that millions of dollars were channelled to such a killer, such a perpetrator committing the crime of genocide in Palestine, to fund his election campaigns; even their voices were barely heard.
Let us now speak frankly. With the Islamic world and the Arab nations in this state, who can reasonably expect Israel to take a step back regarding Palestine? Who can remain optimistic about a two-state solution based on the 1967 borders, with East Jerusalem as its capital, that recognizes the independence, integrity, and sovereignty of Palestine? Who can genuinely believe that Arab states are determined, consistent, valiant, and sincere on the Palestinian question? While the silence of Islamist and conservative-pious circles regarding Qatar’s financial assistance remains plain for all to see, who can be convinced that demonstrations, rallies, and press conferences concerning Gaza and Palestine will yield tangible results? Who, what power, or which Arab state can sustain the hopes of the oppressed, sorrowful, and aggrieved Palestinian people? Qatar? Saudi Arabia? The United Arab Emirates? Egypt? Jordan?
Nor should we forget that elections will be held in Israel on 27 October. Benjamin Netanyahu is escalating his aggression and recklessness, seeking both to salvage his waning poll numbers and reputation and to shift the political agenda by emphasizing securitist policies and external threats. Heavily worn down by corruption allegations against himself and his wife, Netanyahu cannot leverage security policies and military measures as effortlessly as before, given that his primary opponent, former Chief of General Staff Gadi Eizenkot, leaves him on weak footing against a military rival. Yet despite such corruption, attrition, genocide, and bloodshed, Netanyahu appears to maintain his grip on his party; indeed, most candidates who prevailed in the primaries are politicians in his close circle.
Qatar, which enjoys considerable admiration and esteem in our country, not only backs Benjamin Netanyahu in domestic Israeli politics but also conducts joint military drills in the Eastern Mediterranean with the US, France, and Greece; Israel takes part in these exercises as well.
Let us admit that Qatar cares neither for the Palestinian cause nor for the innocent Muslims slaughtered in Gaza. It values neither the Islamic world nor Arab unity. It neither takes into account the sensitivities, priorities, and interests of Türkiye, nor does it share Türkiye’s anxieties and concerns.
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