Friday, 21 June 2024

LNG vessel begins journey through Red Sea

According to Reuters, a liquefied natural gas (LNG) vessel has commenced journey through the Red Sea after crossing the Bab al-Mandab Strait this week, a rare occurrence for LNG shipments following attacks by Yemeni Houthis on ships in the area.

The Asya Energy vessel passed by Yemen through the Bab al-Mandab Strait on June 18, shiptracking data from LSEG and Kpler showed, the same week as a second ship believed to have been hit by Yemen's Houthi militants sunk.

"Asya Energy is the first LNG tanker to sail through the Bab el Mandeb strait since January this year when LNG voyages through the Red Sea were suspended amid repeated rocket attacks," said LSEG analyst Olumide Ajayi, adding that data showed that the ship is carrying cargo.

Most LNG tankers have avoided taking this route after Houthis launched repeated drone and missile strikes in the Red Sea region. They describe their attacks, which have since expanded to other busy waterways, as acts of solidarity with Palestinians in Israel's war in Gaza.

The Red Sea is linked to the Mediterranean by the Suez Canal, creating the shortest shipping route between Europe and Asia, and is connected to the Gulf of Aden by the Bab-el-Mandeb strait between Yemen and Djibouti.

Palau-flagged Asya Energy is heading for Gibraltar, according to Kpler data. It previously called at the Sohar port in Oman, LSEG data showed. It was not immediately clear who is chartering the ship.

Nur Global Shipping manages the ship which is owned by Lule One Services, data on Equasis showed.

Nur Global Shipping did not immediately respond to a request for comment when contacted on LinkedIn.

Reuters could not find contact information for Lule One Services.

The Asya Energy vessel may soon become the first vessel to sail through the Red Sea passage since January 12, 2024 after waiting around the coast of Oman since mid-January, said Ana Subasic, natural gas and LNG analyst at data and analytics firm Kpler.

"At present, AIS (automatic identification system) signal feed to our platform shows the ballast vessel has set a course towards the Gibraltar checkpoint - although I would take this with a grain of salt, it is too early to be making an accurate prediction," she said.

"We are keeping a very close eye on it and waiting for more ad-hoc raw signals or market sources to feed in."

Leading industry groups have called for urgent action to be taken in the Red Sea to stop attacks on merchant shipping by Houthis.

The UK-owned Rubymar was the first ship sunk by the Houthis. It went down on March 02, about two weeks after being struck by missiles.

 

Thursday, 20 June 2024

New NATO Chief

Iohannis formally exited the race on Thursday when he told his security council that they should back Rutte for the top job in NATO.

Romania is the only country in the 32-member Western security alliance that has yet to approve of Rutte for the job, and with Iohannis gone, the Dutch leader appears set to assume the role.

“It took a very long time," Rutte told reporters on Thursday, according to The Associated Press. "It’s a complicated process, but it’s an honor that it appears to have happened."

Hungary had been a holdout, but Hungarian Prime Minister Viktor Orban indicated earlier this week that he would support Rutte. That came after Rutte signaled he would not pressure Budapest to back new support for Ukraine amid its war with Russia.

NATO Secretary-General Jens Stoltenberg has been the familiar chief of the alliance for the past decade. His term has been extended four times, but his current term ends in October. 

Rutte will be taking over the alliance as NATO supports Ukraine in the fight against Russia, the largest land war on Europe since World War II, and as allies seek to increase defense spending.

And former President Trump, the presumptive 2024 GOP Republican nominee, has threatened to not defend allies who don't pay enough, spurring fears across Europe. 

NATO spokesperson Oana Lungescu said in a statement on social media platform X that Rutte "is one of the few European politicians to have developed a good working relationship not just with Biden, but also with Trump."

"That could prove a key asset for NATO," Lungescu wrote.

The Russian threat has increased NATO defense spending. Stoltenberg announced earlier this week that in 2024, a record 23 allies, including the Netherlands for the first time, will meet the minimum requirement of 2% of economic output spending on defense.

Rutte, who has spent more than a dozen years as the prime minister of the Netherlands, will bring a wealth of experience to the job.

He has dealt with multiple coalitions as the Dutch prime minister, possesses extensive foreign policy experience and was known as "Teflon Mark" because political scandals did not stick to him.

Since Russia invaded Ukraine in 2022, the Netherlands has also full-fledged support for Kyiv, including some $3 billion pledged for this year.

It's not clear when Rutte will be formally accepted into the job, but NATO can hold a meeting or approve him at a July summit in Washington.

 

Canada declares IRGC a terrorist group

Canada has listed Iranian Islamic Revolutionary Guard Corps (IRGC) as a terrorist organization, after years of pressure from opposition legislators and some members of the Iranian diaspora.

Announcing the decision on Wednesday, Public Safety Minister Dominic LeBlanc called it a “significant tool in fighting global terrorism”.

The move will mean that thousands of senior Iranian government officials, including top IRGC officials, will be barred from entering Canada.

The IRGC is a major military, political and economic force in Iran, with close ties to the Supreme Leader, Ayatollah Ali Khamenei.

It is estimated to have more than 190,000 active personnel with its own ground forces, navy and air force that oversee Iran’s strategic weapons.

The IRGC exerts influence elsewhere in the Middle East by providing money, weapons, technology, training and advice to allied governments and armed groups through its shadowy overseas operations arm, the Quds (Jerusalem) Force, according to the government.

The Quds Force was already listed as a terrorist group by Canada, but Wednesday’s announcement extends the designation to the entire IRGC.

Speaking to reporters, LeBlanc said the action “sends a strong message that Canada will use all of the tools at its disposal to combat the terrorist entity of the IRGC".

“The Iranian regime has consistently displayed disregard for human rights, both inside and outside of Iran as well as a willingness to destabilize the international rules-based order,” he said.

After this designation, current and former senior Iranian government officials already in Canada may also now be investigated and removed.
Canada's foreign affairs minister, Melanie Joly, warned that Canadians in Iran could be at risk of arbitrary detention following the announcement. “My message is clear for those who are in Iran right now, it’s time to come back home,” she said. “And for those who are planning to go to Iran, don’t go.”

The Canadian government under the leadership of Prime Minister Justin Trudeau had previously declined to extend the terrorism designation to the IRGC, despite pressure from some diaspora members — including the families of those who died after Flight PS752 was shot down by the IRGC in January 2020 in Tehran.

All 175 passengers onboard the plane were killed, including 55 Canadian citizens and 30 permanent residents of Canada.

Tehran had claimed that the missile strike on the plane was done by mistake.

Trudeau had previously said in 2022 that he feared a terrorism designation would unfairly target Iranians in Canada who opposed the regime and fled, but had to serve in the IRGC in the past.
Asked why now by reporters, LeBlanc said the decision to designate a group as a terrorist entity is a “deliberative process” made on advice of security services and with foreign policy considerations.

“It is a threshold that must be met under the criminal code of Canada,” he said.

The move makes Canada the second country in North America after the US to label the IRGC as a terrorist organization, which did so in 2019. The UK had previously indicated its intent to make a similar move as recently as 2023, but has yet to do so. 

South Africa: Ramaphosa sworn in second time

South Africa's Cyril Ramaphosa has been sworn in for a second full term in office as president, despite failing to secure a majority in parliament in last month's election for his African National Congress (ANC).

Lawmakers re-elected him as president last week following a deal between the ANC, its long-time rival Democratic Alliance (DA) and other parties to form a coalition government.

The ANC, which has governed since the end of apartheid in 1994, lost its majority for the first time after the May 29 election produced no outright winner.

Many dignitaries, including several African heads of states, are attending the ceremony.

The oath of office was administered by Chief Justice Raymond Zondo.

After Ramaphosa took the oath, a band played the national anthem followed by a 21-gun salute and a fly-past by army helicopters, before he made his inaugural address.

The uMkhonto weSizwe (MK) party formed six months ago by former President Jacob Zuma says its officials will not participate in the “farcical” inauguration.

The party, which won 15% of votes and obtained 58 parliamentary seats, also boycotted parliament’s first sitting last Friday.

Ramaphosa has kept the presidency even though the ANC vote fell by 17 percentage points and it lost 70 seats in parliament.

He did this through a power-sharing arrangement with the pro-business DA, a historic rival, and other parties.

The ANC got 40% of the vote, while the DA came second with 22%.

The coalition is a move to the political centre because the ANC’s left-wing and populist breakaway parties rejected the invitation to join a national unity government.

Ramaphosa is expected to appoint a cabinet in the coming days, which is to include his new coalition partners – the DA and three other smaller parties. Together, the coalition accounts for 68% of seats in parliament.

The president is also expected to set out an agenda to rescue the flailing economy.

Under his rule, the economic performance has continued to suffer amid power cuts, rising crime and unemployment.

Ramaphosa first became president in 2018 when his predecessor, Zuma, was forced to resign because of corruption allegations - which he denied.

Wednesday, 19 June 2024

Coal carrier sinks in Red Sea

According to Reuters, urgent action must be taken in the Red Sea to stop attacks on merchant shipping by Yemen's Houthis, leading industry groups said on Wednesday, after the sinking of a second ship.

Houthis first launched drone and missile strikes on the important trade route in November 2023 in what they say is solidarity with Palestinians in Gaza.

In more than 70 attacks, they have also seized one vessel and its crew and killed at least three seafarers.

"It is deplorable that innocent seafarers are being attacked while simply performing their jobs, vital jobs which keep the world warm, fed, and clothed," the world's top shipping associations said in a joint statement.

"These attacks must stop now. We call for states with influence in the region to safeguard our innocent seafarers and for the swift de-escalation of the situation in the Red Sea."

The Greek-owned Tutor coal carrier attacked by Yemen's Houthis in the Red Sea last week has sunk, salvagers confirmed on Wednesday.

The vessel was struck with missiles and an explosive-laden remote-controlled boat, according to sources.

International naval forces have been deployed to provide mainly defensive support for ships still sailing through the Red Sea, but the attacks have increased significantly.

Insurance industry sources said on Wednesday there was also mounting concern over the use of attack drone boats by the Houthis.

"They are harder to defend against and potentially more lethal as they strike the waterline," one industry source said.

"Missiles have - to date - mainly caused deck and superstructure damage to ships."

There have been 10 Houthi strikes so far in June compared with five in May, said Munro Anderson, head of operations at marine war risk and insurance specialist Vessel Protect, part of Pen Underwriting.

"The first successful use of an unmanned surface vessel represents a new challenge for commercial shipping within an already complex environment," he added.

Insurance industry sources said that additional war risk premiums, paid when vessels sail through the Red Sea, had hovered close to 0.7% of the value of a ship in recent days from around 1% earlier this year.

They added that with a second ship sinking and the losses likely to emerge from that, rates are likely to firm up, adding hundreds of thousands of dollars of extra costs to every voyage.

Ships must divert around southern Africa, which is the best way to protect seafarers, said Stephen Cotton, General Secretary with the International Transport Workers' Federation, the leading seafarer's union.

"We would also welcome proper escorts and the shielding of ships by naval forces, which would reduce the risks of ships being hit," he added.

 

Tuesday, 18 June 2024

Sensitive Israeli installations exposed

Lebanon’s Hezbollah on Tuesday released footage showing its reconnaissance drones flying over swathes of occupied Palestinian land, including Kiryat Shmona, Nahariya, Safad, Karmiel, Afula, all the way to Haifa and its port.

Titled "This is what the Hoopoe came back with," the nine-minute-and-a-half video captured footage and exposed sensitive Israeli sites, Al Mayadeen reported. 

Hezbollah indicated that the video was only the first episode of more yet to come, highlighting that the drones bypassed Israeli air defenses and returned to Lebanese airspace without being detected.

The published footage included intelligence information about Israeli sites inside occupied Palestine and clearly showed that the drone arrived at the port of Haifa, undetected.

Hezbollah's drones brought back footage and information about sensitive sites they captured over Haifa starting with the port itself to oil refineries and military factories, not to mention the locations of military battleships and important economic hubs in the port.

In detail, the video first shows Hezbollah's drones flying over a military-industrial complex belonging to Rafael Advanced Defense Systems, which includes numerous factories, warehouses, and testing fields in which components of air defense systems are manufactured and assembled, especially the Iron Dome and David's Sling.

Iron Dome and David's Sling platforms, rocket engine test tunnel and storage, air defense missile storage, missile component manufacturing facilities, control and guidance systems factories, company administrative buildings, and missile testing radars were all filmed in the video.

According to Hezbollah, the area is highly vital and sensitive, occupies an area of around 6.5 km2, and is 24 km away from the Lebanese-occupied Palestinian border.

The video also included an overview of Krayot, an Israeli suburb north of occupied Haifa, which includes six occupied cities with a population of 260,000 Israeli settlers. Hezbollah published a complete high-definition view of the urban conglomeration there, with a real-time tour detailing Krayot districts and neighborhoods, including residences of Israeli officials and commercial complexes.

The scenes also filmed the Yitzhak Ben-Tzvi Street, Karti Square, Savyonei Yam complex, and Abraham Gardens towers.

Hezbollah’s drones reached Haifa port ‑ the largest in the occupied territories ‑ and captured footage of the Haifa port Bay area, a highly valuable economic and trade area that hosts massive military installations, industrial infrastructure, and commercial areas.

The area includes the Haifa military base, which is the main naval base for the Israeli occupation forces which is responsible for the northern naval front, as well as Iron Dome storage and platforms, petrochemical facilities, oil silos, the Haifa power station, and Haifa airport.

The Haifa Port area includes ship maintenance hangars, the building of Unit 3800 at Haifa Naval Base, main warehouse and supply section at the Haifa Base dockyard, the Yaltam Unit building, submarine unit buildings, submarine dock and mooring, and the Sheyetet 7 submarine unit command building.

Hezbollah video filmed the Karmiel and Mizrahi piers, as well as container ships and port operations.

The drone footage has stolen the limelight at major news agencies. 

Al Jazeera said the video could deal humiliating blows to Israel.  “This is a humiliation – this is how it is being described by some even in Israel on how this drone was able to get all these detailed images from cities in northern Israel,” the news network said. 

Hezbollah has sent surveillance and attack drones into Israel in the past eight months as it exchanges fire with the Israeli military in response to the regime’s war on Gaza.

 

China: Emerging Naval Might

China’s naval expansion and bolstering of its shipbuilding capabilities may give the PLA a strategic edge in a potential conflict, including the “hellscape strategy” floated recently by the United States.

Raymond Kuo, director of the Rand Corporation’s Taiwan Initiative, said that China, alongside Japan and South Korea, has the “largest shipbuilding industry in the world” and can produce completed hulls at a faster rate than the US.

While American ships tend to be more complex and have greater displacement … China’s ability to relatively rapidly produce naval ships means that it can reconstitute any combat losses more quickly than the United States can, he said.

“The PLA have an additional advantage in that any conflict over, say, Taiwan or the South China Sea would be much closer to their shores.”

According to an analysis of satellite imagery published by the Paris-based Naval News in late May, China’s 10th Type 055 destroyer – its most advanced warship and prime aircraft carrier escort – was recently launched by naval builder Dalian Shipbuilding.

Since the first Type 055 was commissioned in 2020, the first batch of eight is in service and construction of the second batch is well under way, with the ninth reportedly launched late last year.

The Naval News said the shipbuilder has also launched five Type 052 destroyers, all assembled in a single large dry dock, while the same yard was also responsible for modernization work on the Liaoning, China’s first aircraft carrier, until the middle of April.

A report earlier this month from the Centre for Strategic and International Studies said China’s “massive shipbuilding industry would provide a strategic advantage in a war that stretches beyond a few weeks”.

According to the report, China would be able to repair damaged vessels or construct replacements much faster than the US, “which continues to face a significant maintenance backlog”.

The report noted that the US would probably be unable to quickly construct many new ships or to repair damaged fighting ships in a great power conflict.

The launch of China’s new destroyer coincided with a ramping up of US efforts to develop a drone strategy to create what Admiral Samuel Paparo described this month as a “hellscape” in the Taiwan Strait to counter any mainland attack on the island.

Beijing regards Taiwan as part of China, to be reunited by force if necessary. Like most countries, the US does not recognize Taipei’s government but is committed to supplying arms for the island’s defence.

Paparo, commander of the US Indo-Pacific Command, said the US plans to use a large, lethal drone force to distract China’s military and buy time for the US to defend Taiwan in the case of an attack.

But Washington would have “a lot of work to do” before it could carry out the strategy, including ramping up military stockpiles and increasing production of drone swarms, said Collin Koh, a senior fellow at the S. Rajaratnam School of International Studies in Singapore.

“One shouldn’t forget that you still need to neutralise the Chinese ability to project force on Taiwan … you have to even take out the Chinese ability to sustain the war,” he said.

“For example, you would have to, say, destroy the shipyards if necessary. There will still [be a requirement for] the US to invest in other force projection capabilities, like long-range precision-guided munitions – for example, cruise missiles.”

Malcolm Davis, a senior analyst at the Australian Strategic Policy Institute, said a Taiwan contingency would depend in part on whether the US reverses its declining shipbuilding capability.

The US Naval Institute said in 2021 that the US has just seven shipyards that can build large warships, while China has more than 20, along with dozens of commercial facilities that dwarf the largest US shipyards in size and throughput.

According to Davis, it’s “conceivable” that a larger, more powerful and well armed PLA Navy could allow China to win a prolonged conflict, simply through its “quantitative and firepower advantage”.

“And geography benefits China with the US having to project force across the Pacific into China’s maritime approaches,” he said.

“Also, the relative strength needs to be considered in a broader context of China’s anti-access and area denial capabilities, including land-based long-range missiles, more advanced air power, counter-space capabilities, and cyber and electromagnetic operations.”

The Type 055 destroyer – also referred to as a missile cruiser because of its size and capabilities – is 180 metres in length with a beam of 20 metres and has a displacement of around 13,000 tons at full load.

It features 112 vertical launch system cells – an advanced system for holding and firing missiles on mobile naval platforms – housing the HHQ-9 long-range surface-to-air missiles and the YJ-18 anti-ship missiles.

Footage revealed in April 2022 showed a Type 055 test-firing China’s latest hypersonic anti-ship missile, the YJ-21.

According to Koh, the import and indigenization of foreign technology has made Chinese shipyards more “mature” and the increased production of Type 055 destroyers would allow the PLA Navy to deploy them with “greater regularity”.

However, he pointed out that there still remains the question of “how good they are”, with China’s ability to sustain its rapidly growing naval fleets undetermined.

“The only question is that … each of these Type 055 destroyers is also quite expensive. So the question of course arises whether China can even sustain the construction with its current economic issues.”