Courtesy: The Economic Times
“Economic D-Day”, recently announced by the U.S. Trump administration, will put additional sanctions on any party which facilitates any activity with Iran. India, Iraq, Turkey, and the UAE could be affected. But ironically China, the biggest supporter of Iran’s regime, may be off the hook given the deep mutual over-reliance with the U.S. and the risk that further sanctions on China could put the global financial system in jeopardy.
Courtesy: AFP
The Mecca Accord between Saudi Arabia, Turkiye and Pakistan has raised some red flags in the region, and in India. One element remains unchanged: India’s value to Riyadh as an energy importer. With demand security holding more weight than supply security in an uncertain future, a major and growing oil importer like India is more important than the cash-for-security arrangement the Kingdom has signed with Pakistan.
Courtesy: Gateway House
India’s sovereign AI strategy prioritises chips, compute, data, models, and talent, but overlooks a critical pillar: energy security. As AI-driven electricity demand surges globally and the IndiaAI Mission rapidly expands computing capacity, reliable power is becoming a defining constraint on AI ambitions. Energy security must therefore be recognised as a core pillar of India’s sovereign AI strategy, not merely as supporting infrastructure.
Courtesy: Gateway House
history, the Palestine issue, the creation of Israel, and strained U.S.-Iran ties. India’s former ambassador to India, Saurabh Kumar, witnessed the hope of the Joint Comprehensive Plan of Action and its collapse. Unfulfilled hopes have led to reignited tensions. The U.S.-Israeli objectives of regime change are still unmet, and Iran’s survival marks a strategic outcome, despite its domestic economic and military strain. Ambassador Kumar discusses Iran and the ongoing crisis in West Asia.
Courtesy: Gateway House
The West Asian conflict is raising questions about Iran’s performance. Tehran appeared well-prepared, having expanded its low-cost drone and missile capabilities. It also widened the conflict by targeting U.S. bases in the Gulf. The key lesson is that eliminating leadership does not guarantee regime change. The conflict underscores that modern warfare depends not just on battlefield gains, but also on economic resilience, trade leverage, and technological strength.
Courtesy: Gateway House
Following the U.S.–Iran ceasefire and partial reopening of the Strait of Hormuz, energy flows may resume, but uncertainty persists. Robin Mills, CEO of Qamar Energy, and Amit Bhandari, Senior Fellow on Energy, Investments and Connectivity, Gateway House, note that Iran will retain leverage and will continue influencing prices and supply chains. Natural gas shortages will further disrupt fertiliser production and fuel inflation world-wide.
Courtesy: AFP
It is important to take an objective review of PM Modi’s visit to Jerusalem and its implications for India’s security. New Delhi will have to demonstrate its strategic autonomy by managing heterogeneous and often contrapuntal relationships and strike a balance in its ties with the U.S. and Israel on the one hand and Iran and the Arab world on the other hand.
Courtesy: AFP
The U.S.–Israel war against Iran will alter the geopolitical landscape of West Asia and adversely impact the global economy, including India. Vali Nasr, Majid Khadduri Professor of International Affairs and Middle East Studies at Johns Hopkins University School of Advanced International Studies, analyses the conflict and its implications in an exclusive conversation with Nayanima Basu.
Courtesy: Gateway House
Early indicators of the ongoing war in West Asia point to a conflict trajectory from the rapid decision to the controlled escalation to distributed strike capacity, advanced military integration and mounting regional exposure. Much like Johann Goethe’s Sorcerer’s Apprentice, conflicts initiated based on assumptions of control can acquire a momentum of their own.
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The U.S. and Israel launched precise airstrikes on Iran, targeting nuclear facilities and senior leadership. Their aim is to weaken Iran’s nuclear programme and potentially induce regime change, while Tehran’s priority remains regime survival. The conflict’s duration will depend on whether it remains limited to missile exchanges or escalates into asymmetric warfare.