Opinion
The Tragedy of a Nation: Bashar’s Glory Days and the Road to Ruin
On December 9th, Russia officially announced that it had granted asylum to Syria’s former president Bashar al-Assad and his family. On the same day, the Syrian embassy in Russia lowered the tricolor two-star flag of the “Arab Republic of Syria,” which had flown for over half a century, and raised the opposition’s tricolor three-star flag. Thus, Russia became the first major power to seamlessly transition its allegiance to the Syrian opposition government. Simultaneously, another long-time Syrian ally, Iran, also publicly announced its recognition of the new Damascus regime. The “strategic allies” Russia and Iran, who had been supporting Bashar in his campaigns, pivoted overnight to embrace their former adversaries. Such cold pragmatism—turning a blind eye to old allies’ tears while joining the smiles of new ones—is both baffling and unsettling.
However, reality is as cruel as it is straightforward. Politics is heartless, and the pursuit and defense of national interests are naked and unrelenting. When Bashar’s regime became a liability and an unreliable partner, its abandonment became inevitable. With Russia and Iran increasingly preoccupied with their own troubles, dropping Bashar and switching sides amounted to damage control and a last-minute effort to stop their losses.
The sudden collapse of Bashar’s regime surprised all parties, even those with the most advanced intelligence and information networks. Otherwise, how can one explain Israel’s sweeping bombardment of Syrian military targets and its occupation of more territory, or the United States’ large-scale bombing campaigns against remaining ISIS strongholds in Syria? These actions indicate that neither Israel nor the West anticipated such a swift and thorough collapse of Bashar’s regime. Moreover, they did not expect the opposition forces, particularly the “Liberation of Syria” alliance, which pose an even greater threat to Israel and the West, to seize Syria’s heartland so easily and control all the country’s war machinery.
Deeply analyzing the rapid and disastrous defeat of Bashar’s regime holds significant value. It offers lessons for authoritarian governments regarding governance and decision-making, and it provides insights for all nations on how to maintain diplomatic alliances and ensure their viability under certain conditions.
The primary reason for this historic upheaval in Syria lies within Bashar’s regime itself—or, more broadly, the Assad family, which controlled Syria for over 50 years, and the elite circles surrounding it. The key conclusion is that, despite being trapped in the vortex of war, the regime failed to adapt to the circumstances, make decisions about war and peace, or reconcile national integration efforts. Instead, it relied excessively on external forces to safeguard its sovereignty and regime. Ultimately, this dependence turned the regime into a mere cog in foreign war machines. Once it became dysfunctional, abandonment and replacement were inevitable.
The rise and fall of Syria reflect the broader modern history of war and peace in the Middle East, serving as a microcosm and a living museum of this turbulent process. Since 1948, driven by the ideals of Arab nationalism, Syria actively joined efforts to oppose the partition of Palestine, setting itself on a long-term collision course with Israel and enduring hostility with the West. This path ultimately led Syria to align with the Soviet Union, later binding itself tightly to Russia and Iran in its struggle for survival and development.
The Assad family, belonging to the Alawite sect—a minority within the Shia branch of Islam—long faced suppression, discrimination, and marginalization. During the French colonial period, Alawite men had little choice but to join the military to make a living. This adversity inadvertently enabled the Alawite sect to grow into a dominant force in the Syrian military. It played a central role in overthrowing the Faisal monarchy and became a pillar of the Arab Socialist Ba’ath Party. In the end, the Alawites turned the tide and emerged as the ruling family holding Syria’s destiny in their hands.
In 1967, Syria, whose intelligence chief had been turned by Moscow, was misled by the Soviet Union and false intelligence suggesting that “Israel would launch an attack.” Alongside Egypt, Syria eagerly prepared for war, which prompted Israel, under immense pressure, to launch a preemptive strike. With its singular strength, Israel defeated Syria, Egypt, and Jordan, capturing Palestine’s Gaza Strip (occupied by Egypt), the West Bank and East Jerusalem (controlled by Jordan’s Hashemite Kingdom), as well as the Sinai Peninsula from Egypt and the Golan Heights from Syria. This war reinforced Syria’s image as a victim of aggression and occupation, solidified its role as a frontline state, and strengthened the Assad family’s legitimacy in ruling over a majority Sunni Muslim population.
On October 6, 1973, Syria and Egypt coordinated a large-scale surprise attack known as the “Ramadan War,” the largest blitzkrieg since World War II. Syria nearly recaptured the Golan Heights and put Israel on the brink of collapse. However, with U.S. support, Israel ultimately turned the tide, reclaiming the Golan Heights. Yet, this war shattered the myth of Israel’s invincibility, elevating Syrian President Hafez al-Assad as a contemporary Arab hero alongside Egyptian President Sadat, both becoming new icons of Arab nationalism.
However, on October 7, 2023, Hamas (the Palestinian Islamic Resistance Movement) launched a surprise attack on Israel on the fiftieth anniversary of the Ramadan War. Ironically, this event ultimately led to the collapse of the Syrian government and the total downfall of the Assad family’s rule, as though history was playing a massive joke. Yet Syria’s current tragedy can be traced back to the misguided path it took after the Ramadan War.
The “victory” of the Ramadan War gave Sadat the political capital and historical opportunity to change course and withdraw from the Palestinian conflict. Egypt had already paid a devastating price—100,000 casualties, hundreds of billions of dollars in losses, and nearly 40 years of lost focus on peace and development. Sadat proactively sought reconciliation with Israel and, through the Camp David Accords, recovered the entire Sinai Peninsula at the cost of abandoning its Arab allies Syria, Jordan, and Palestine.
Feeling “betrayed” by Egypt, Syria aligned itself with Libya and Iraq, raising the banner of Arab nationalism and becoming a stronghold of the Arab resistance movement. Assad, Gaddafi, and Saddam Hussein naturally emerged as the “three strongmen” of the Arab world. They supported and cultivated anti-Israel resistance forces while simultaneously competing for leadership within the Arab world.
However, Assad’s Syria had inherent weaknesses, which made achieving peace through war or independent resistance unattainable—a tragic role that continues into Bashar’s era today. Syria’s limited territory, small population, and complex ethnic dynamics left the majority Sunni Muslim population under the rule of Alawite elites pursuing secularization. Meanwhile, Israel held onto the Golan Heights, a critical strategic area just 60 kilometers from Damascus, which further exacerbated Assad’s precarious position.
This left the Assad regime in a difficult and divided state: internally, it relied on the Arab Socialist Ba’ath Party’s “one nation, one party, one leader” ideology, maintaining authoritarian rule under the banner of resisting Israeli occupation; externally, it avoided military confrontation with Israel to prevent further devastation, sustaining a “cold peace” for half a century that allowed for slow national development under relative stability.
Driven by competition with Iraq’s Ba’ath Party for legitimacy and leadership of Arab nationalism—and by the Alawite elites’ fear of the Sunni majority—Assad decisively sided with Iran during the Iran-Iraq War (1979-1988), turning his back on the broader Arab community. In February 1982, inspired by the Soviet invasion of Afghanistan and the Islamic revival triggered by Iran’s Islamic Revolution, the Syrian Muslim Brotherhood staged an armed uprising in Hama, seeking to overthrow Syria’s “infidel regime.” The rebellion was brutally crushed. This historical event laid the groundwork for Hama’s support during the 2011 Arab Spring and the Syrian war, where local populations either cooperated with or passively watched rebel forces launch massive offensives against the government.
After the 1982 Lebanon War, the Assad regime, which had already lost the Golan Heights and viewed Lebanon as part of its sphere of influence, was unable to directly confront Israel. Instead, it entrusted the national responsibility of reclaiming lost territory to Hezbollah, which had been recently cultivated and armed by Iran. This opened the door for Iran’s westward expansion into the Arab heartland and gradually integrated Syria into the so-called “Shia Crescent.” To some extent, this represented the Assad regime betting Syria’s national destiny and its own rule on a third party rather than following Egypt’s example by courageously seeking peace with Israel to focus on development and improving democracy, livelihoods, and civil rights.
After the 1991 Gulf War, the Middle East entered a promising decade of peace. Saddam Hussein’s army—consisting of over a million elite troops—was crushed by a United Nations-authorized, U.S.-led coalition after attempting to use the occupation and annexation of Kuwait to force Israel’s withdrawal. U.S. President George H.W. Bush launched “Ramadan War” and subsequently worked with Russia (as the successor to the Soviet Union), the United Nations, the European Union, and Spain to initiate the Madrid Peace Process. For the first time, Israel—accustomed to tackling its enemies one by one—was brought under the same roof with its Arab adversaries, including Syria, Lebanon, Jordan (along with Palestinian representatives), to negotiate “land for peace.”
Unexpectedly, Assad faced a second and third Arab betrayal. The Palestine Liberation Organization (PLO) and Jordan—who had originally pledged to confront Israel alongside Syria—separately negotiated agreements with Israel. The PLO secretly signed the Oslo Accords in 1993, establishing transitional Palestinian autonomy, while Jordan normalized relations with Israel in 1994. From that point on, Assad viewed the Palestinian and Jordanian leadership as strangers, even enemies, cutting off all relations.
Assad’s original heir was not Bashar but his eldest son Basil, born in 1962. However, at a time when Assad was growing old and Basil’s personal reputation was on the rise, Basil, who was destined to inherit the regime, died in a mysterious car accident in 1994—an event that rewrote Syrian history. Bashar, who had originally planned to become an ophthalmologist, was immediately recalled to Syria. He swiftly joined the military, rose through the ranks, and was groomed as the successor, ensuring the continuation of the Assad dynasty.
Had Assad lived longer, Bashar might have inherited a legacy of peace and chosen a different path. If his elder brother Basil had not died, Bashar might have become a highly respected international doctor, perhaps even a Nobel laureate in medicine. Unfortunately, while members of royal families can sometimes choose their own future, others cannot—a stark contrast between Eastern and Western cultural traditions.
At the end of 1999, negotiations over the Golan Heights were close to an agreement but collapsed entirely due to an unintended turn of events that rewrote Middle Eastern history and Syria’s fate. In late 1999, Jordan’s King Hussein II passed away. Known for his remarkable emotional intelligence and extensive diplomatic ties, his funeral in Amman attracted an overwhelming number of world leaders and dignitaries.
Perhaps due to a softening heart as he approached the end of his life, pressure from the situation, or simply an inexplicable lapse in judgment, Assad, despite his frail health, broke tradition and personally attended the funeral of King Hussein. Following the Amman funeral, Israel suddenly announced the suspension of Golan Heights negotiations. The Israeli parliament passed a resolution requiring any policy concerning the future of the Golan Heights to receive two-thirds approval from the Knesset, followed by a national referendum.
Years later, reports emerged that Mossad—the formidable Israeli intelligence agency—had secretly swapped a temporary toilet Assad used at the Amman funeral. Subsequent analysis of Assad’s urine confirmed he was in the late stages of cancer and had little time left. Israel’s Security Cabinet feared that Bashar, then only in his early 30s, would be unable to secure his hold on power. If the Golan Heights were returned and Damascus fell into the hands of Arab nationalists or pro-Iranian forces, Israel would effectively be placing a noose around its own neck. Thus, the near-complete peace talks were permanently frozen.
Six months later, Assad passed away. The Israeli government, despite being an adversarial and warring nation, publicly expressed condolences to the Syrian people, government, and Assad’s family, describing him as a keeper of peace who honored his commitments. Bashar al-Assad assumed power as expected and consolidated his regime. However, he permanently lost the best opportunity to peacefully reclaim the Golan Heights. Instead, he found himself forced to bind Syria to the dual vehicles of the “Shia Crescent” and the “frontline state,” eventually becoming the hub of the “Axis of Resistance,” suffering exploitation from all sides. In this sense, Bashar’s Syria resembles the Western Roman Empire in its dying days, collapsing under the final onslaught of northern barbarians, or the Eastern Roman Empire, which, after a thousand years of survival amid wars and sieges, was finally sent to its grave by the Ottoman Empire following its occupation and division during the Fourth Crusade.
Bashar never aspired to be Syria’s angel or reform hero. After assuming power in 2000, he immediately sought reform, relaxed restrictions, and temporarily ushered in a vibrant and praiseworthy “Damascus Spring.” However, as the trends of liberalization and democratization began to threaten political transformation, Bashar, under immense pressure from powerful conservative forces and entrenched elites—and lacking the strength and political wisdom to persevere—abruptly shut the door to reform after just two years. This marked a lost opportunity to sever ties with history, with Iran, and the Shia Crescent, while reclaiming the Golan Heights through separate negotiations. Bashar dared not take such risks, fearing the same fate as Sadat, who pursued peace for land but paid with his life.
In 2005, the assassination of Saudi-backed Lebanese Sunni Prime Minister Rafik Hariri implicated Syrian intelligence and Hezbollah, highlighting the brutal sectarian conflicts in the Islamic Middle East and the struggle over Lebanon. This event triggered the “Beirut Spring” or “Cedar Revolution,” forcing Syria to end its 30-year military presence in Lebanon and further affirming Lebanon’s independence.
The 2011 Arab Spring erupted following Tunisia’s “Jasmine Revolution,” which brought down several authoritarian Arab governments across the Mediterranean’s northwest coast. Its ripple effect eventually reached Syria on the eastern coast. The brutal handling of student protests in the southern town of Daraa sparked a broader uprising, with unrest spreading to traditional anti-Alawite strongholds like Hama. Bashar, facing his first major test after a decade in power, responded poorly. Instead of apologizing and addressing corruption and mismanagement, he blamed the West for orchestrating a “color revolution” and shut the door to dialogue. This fueled widespread dissatisfaction, plunging the country into chaos.
At a critical moment, Saudi King Abdullah called Bashar, offering $20 billion to create jobs, stabilize the economy, and maintain regime stability—on the condition that Damascus sever its strategic ties with Iran and the Shia Crescent. However, Bashar viewed Saudi Arabia’s proposed antidote as a poison pill, recognizing that his Alawite minority regime depended on the Shia family for survival. Additionally, reclaiming the Golan Heights required the support of Iran and Hezbollah. Saudi Arabia’s outstretched olive branch was rejected, leading it to mobilize the Arab League and align with Western nations to intervene in Syria under the pretext of protecting civilians and human rights. This opened the curtain on the Syrian Civil War, with external funding and support for opposition forces.
At the brink of regime collapse, Russia—engaged in a geopolitical contest with the U.S. and NATO over Ukraine—intervened. To divert pressure and protect its last remaining Soviet-era sphere of influence in the Middle East, especially its Mediterranean naval base in Syria, Russia coordinated with China to veto Arab League and Western-sponsored resolutions in the UN Security Council, thwarting attempts to replicate Libya’s regime-change scenario. Under the guise of counter-terrorism, with tens of thousands of Shia militia and Hezbollah fighters crossing borders to support the regime, Bashar’s government regained most of its lost territory and major population centers. A ceasefire agreement was signed with the opposition in March 2020, stabilizing the situation for the first time in a decade. However, this left the country divided, with lingering roots of civil war and fragmentation.
Bashar understood the importance of eliminating opposition, yet Syria lacks the strength to uproot rebels protected by Turkey in the northwest and Kurdish forces supported by the U.S. in the northeast and east. Russia and Iran are also unwilling to bear the massive costs of direct confrontation with Turkey or the U.S. to fulfill Bashar’s ambitions for reunification. They have repeatedly urged Bashar to settle for stability and form a coalition government through negotiations—an offer he has rejected. Fundamentally, Syria remains a bargaining chip for Russia and Iran’s geopolitical interests. What matters to them is securing their core national interests, not who controls Damascus. Otherwise, how can one explain why Russia, Iran, Hezbollah, and Iraqi militias abandoned Bashar in his final hour?
Bashar was originally a “laissez-faire” figure. Despite not being religious, his visit to the Lingyin Temple during the Asian Games in Hangzhou turned him into an internet sensation, sparking controversy and unfounded speculation. Perhaps now, as an exiled leader, Bashar can finally let go of the burdens he has carried for 24 years—burdens too heavy for him to bear. He may return to being an ordinary person or even resume his old career in medicine. But Syria, having been placed on the operating table for half a century, remains carved up and bleeding. Who will save it from this torment?
Overthrowing Bashar’s regime and dismantling the remnants of the Ba’ath Party might not end Syria’s decades of bloodshed but could instead mark the beginning of new conflicts and suffering—much like the downfall of Saddam Hussein’s regime 20 years ago.
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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