Pleasing Trump may annoy Saudi Arabia

Energy diversification is smart, but foreign policy tact is essential.

Importing US crude oil may please US President Donald Trump, but it could also annoy Saudi Arabia, especially given the special relationship between Pakistan and the Kingdom, which includes:

Long standing energy ties
Saudi Arabia is Pakistan’s largest crude oil supplier, often providing oil on deferred payment (US$3 billion oil credit facility renewed multiple times).

Financial assistance
Saudi Arabia has provided billions in loans, deposits, and grants to support Pakistan’s economy, particularly during IMF negotiations.

Strategic alignment
The Saudi-Pakistan relationship is not just economic but also political and military, including defense cooperation and labor remittances.

Though, to begin with import of crude oil from United will be small, the move could strain ties between Pakistan and Saudi Arabia.

Geopolitical optics
Importing US crude might be seen as Pakistan pivoting westward, especially if framed as part of a larger US trade deal.

Loss of market share

Even a 10% reduction in demand from a long-time buyer like Pakistan might raise commercial and symbolic concerns.

Trust and alignment issues

If the decision isn't communicated diplomatically, Riyadh may perceive it as ungrateful, especially if deferred payment oil continues.

Not necessarily a rupture

Scale is limited
Pakistan is not replacing Saudi oil. The pilot phase is just 10% of imports. It's a diversification move, not a shift in allegiance.

Economic logic
The US crude provides lighter grades and higher gasoline yield, improving domestic refining output. If positioned as a technical decision, it’s easier to justify.

Diplomatic communication
Pakistan can explain this as part of energy diversification—a common practice by many countries—and reaffirm its strategic ties with Riyadh.

Pakistan should do:

Step	Why it matters
Engage Saudi leadership in advance	Avoid surprises and reassure that US crude is a supplement, not a replacement
Reaffirm oil diplomacy	Continue or even expand the deferred payment arrangement with Saudi Arabia
Highlight refining needs	Explain that lighter crude grades improve fuel mix, not reduce strategic ties
Balance optics	Avoid appearing to pivot entirely toward US or using this purely as a bargaining chip in US trade diplomacy

 

Bottom Line

Importing US crude could cause diplomatic unease in Saudi Arabia—especially if it's perceived as Pakistan drifting from its long-standing partner. But the impact can be minimized through: 1) Transparent diplomacy, 2) Economic rationale, and 3) Strategic reassurance

 

Israel using US munitions to attack Gaza schools

The Israeli military has “illegally and indiscriminately” used US munitions to attack school shelters in Gaza, killing hundreds of people, Human Rights Watch (HRW) says, reports CNN.

The US-based campaigners’ report, “Gaza: Israeli School Strikes Magnify Civilian Peril,” was published Thursday.

Israel’s campaign following the Hamas-led attacks of October 07, 2023 has made the vast majority of Gaza’s 2.1 million people homeless – forcing many to flee their neighborhoods in search of civilian infrastructure.

Israel has frequently said its strikes on school facilities in Gaza target embedded Hamas fighters. But HRW said it only found seven instances where the military published details of alleged militants killed – and highlighted two strikes, which killed nearly 50 people, where they found no evidence of any military target.

Such attacks would violate international law because schools and other educational facilities are civilian objects and protected from attack, HRW said. They lose that protection when used for military purposes or are occupied by military forces. But the use of schools to house civilians does not alter their legal status.

HRW called on the US and other governments to halt arms sales to Israel, given the “clear risk” that weapons might be used to commit or facilitate “serious violations” of international humanitarian law.” Washington’s supply of arms to Israel has made the US “complicit” in their lawful use, the group said.

“Israeli strikes on schools sheltering displaced families provide a window into the widespread carnage that Israeli forces have carried out in Gaza,” Gerry Simpson, associate crisis, conflict and arms director at HRW, said in the report. “Other governments should not tolerate this horrendous slaughter of Palestinians merely seeking safety,” added Simpson.

The Israel Defense Forces (IDF) said it “operates exclusively on the grounds of military necessity and in strict accordance with international law.”

“It must be emphasized that the report blatantly ignores Hamas’ systematic pattern of unlawfully embedding its’ military assets, including weapons and ammunition in, beneath, and in proximity to densely populated civilian areas, and cynically exploits civilian infrastructure for terror purposes,” the IDF added.

“Specifically, it has been well documented that Hamas exploits schools and UNRWA facilities for its military activities by building military networks beneath and within schools; establishing command-and-control centers within them, launching attacks toward IDF forces from them, and imprisoning hostages in them.”

The military said it takes “feasible precautions” to mitigate harm to civilians as much as possible and “regrets any harm caused to uninvolved civilians.”

Israeli attacks on school shelters in Gaza have killed at least 836 Palestinians and injured another 2,527 people, as of July 18, HRW reported, citing the UN’s Office for the Coordination of Humanitarian Affairs (OCHA).

HRW investigated two such attacks where it identified the use of US munitions. The agency said it reviewed satellite imagery, photos, and videos of the attacks and their aftermath, as well as social media and interviews with eyewitnesses.

CNN has previously reported on the use of US weaponry in deadly strikes and has reached out to the State Department for comment on the HRW report.

On July 27, 2024, the Israeli military launched at least three strikes on the Khadija girls’ school in Deir Al-Balah, central Gaza. At least 15 people were killed.

Then on September 21, Israel struck Al-Zeitoun school, northern Gaza. At least 34 people were killed.

“Can you imagine, a building full of displaced people leveled in the blink of an eye?” a journalist cited in the HRW report said. “I saw people with serious and more minor injuries, and then saw human remains on the ground.”

The allegations chimed with repeated human rights warnings that Israel’s 22-month bombing and siege has rendered much of the enclave uninhabitable.

HRW said attacks on school shelters have diminished access to refuge, exacerbated reconstruction challenges, and disrupted education among a pre-war population of more than 2.2 million people – where half of those are under the age of 18.

At least 97% of schools in Gaza have sustained damage, the UNICEF-led Education Cluster reported in August. Efforts to rebuild destroyed homes in Gaza could take until 2040, the UN said in May. The level of destruction is so extensive that it would require external assistance on a scale not seen since 1948, the agency added.

At least 61,158 Palestinians have been killed in Gaza, the Ministry of Health there reported on Wednesday. At least 193 people have starved to death, including 96 children, the ministry added.

One Palestinian student told CNN that days spent going to university have been replaced by a brutal struggle for survival repeated displacement, and severe hunger.

“The war came and destroyed everything,” Raghad Ezzat Hamouda, 20, told CNN on Wednesday.

“I lost my ambitions and dreams,” added Hamouda, who is displaced with nine family members in Tal Al-Hawa, central Gaza. “Gaza has become uninhabitable. (There are) no homes, no schools, no universities, no infrastructure... Just ashes.”

 

 

 

Israeli command centers come under attack in Gaza

According to Tehran Times, the Al-Qassam Brigades, the armed wing of Hamas, announced they have shelled an Israeli command and control site near Dar al-Arqam School in the al-Tuffah neighborhood, eastern Gaza City, using multiple mortar shells.

In southern Gaza, near Khan Younis, the al-Qassam Brigades targeted another occupation regime’s command site in the Morag axis, using heavy-caliber mortar shells.

The resistance continues to confront Israeli occupation forces (IOF) that have invaded various parts of Gaza, launching strategic operations that have resulted in both human and material losses for the regime. 

In the al-Zannah area northeast of Khan Younis, al-Qassam forces attacked an IOF armored personnel carrier with a powerful barrel bomb, reportedly killing and injuring its crew.

The IOF has acknowledged injuries to soldiers including one in serious condition. 

Al-Qassam stated that, in coordination with the al-Quds Brigades, (the armed wing of Palestinian Islamic Jihad) and al-Nasser Salah al-Din Brigades (the armed wing of the Popular Resistance Committees), they jointly shelled a gathering of IOF soldiers and military vehicles north of Khan Younis, using heavy mortar fire.

The al-Quds Brigades, in collaboration with the Abu Ali Mustafa Brigades (armed wing of the Popular Front for the Liberation of Palestine), released footage of a joint operation that destroyed an IOF military vehicle. 

They also shared video of an attack targeting IOF soldiers with mortar fire, carried out in cooperation with the Ansar Brigades in the eastern Shujaiya neighborhood near Gaza City.

In a separate announcement, the Abu Ali Mustafa Brigades confirmed that one of their units successfully destroyed an IOF military vehicle using a pre-planted anti-armor explosive device. The operation took place in eastern Shujaiya and reportedly caused casualties among the IOF crew.

Meanwhile, the al-Aqsa Martyrs Brigades claimed responsibility for targeting a group of IOF soldiers and military vehicles with mortar shells east of al-Qarara, northeast of Khan Younis.

In response to these developments, the Israeli military confirmed that one of its officers was also wounded in southern Gaza.

This escalation comes amid reports of an impending IOF military plan for a full-scale invasion of Gaza again. The proposal is expected to be discussed in a cabinet session on Thursday, although the Israeli military has reportedly expressed opposition to the plan, warning of the significant risks involved.

The Hebrew newspaper Yedioth Ahronoth has reported that the Israeli government’s rehabilitation department is currently treating around 80,000 wounded soldiers.

Among them, approximately 26,000 are suffering from psychological disorders. The report highlights a growing mental health crisis within the Israeli military, noting a noticeable rise in suicide cases among soldiers.

 

Should Pakistan Import US Crude Oil?

Deciding whether Pakistan should import crude oil from the United States depends on multiple strategic, economic, and diplomatic factors. Here’s a balanced assessment based on the latest data and projections:

Pakistan is slated to take delivery of its first-ever US crude oil, one million barrel cargo of light WTI crude from Vitol, expected to arrive in October 2025 at Cnergyico’s refinery in Karachi. This marks a pilot spot cargo—if successful, Cnergyico may import one cargo per month thereafter

The move is part of a broader US–Pakistan trade agreement focused on oil and energy cooperation, and to mitigate threatened 29% tariffs on Pakistani exports.

Advantages of US Crude Imports

Energy source diversification
Breaking reliance on Middle Eastern suppliers - Saudi Arabia and UAE)—who currently account for nearly all of Pakistan’s crude oil imports—enhances energy security and geopolitical flexibility.

Refinery compatibility
Pakistan's largest refinery can process WTI Midland and cactus grades without blending adjustments and may boost gasoline/ middle distillate production, easing import reliance on refined products.

Trade diplomacy tool
Importing US crude may be used strategically in tariff negotiation, potentially lowering or avoiding the 29% US duty on Pakistani exports by helping balance trade flows.

Challenges and Risks

Higher logistics cost
Freight, insurance, and handling add around US$3 per barrel compared to regional supplies. This higher cost may strain forex reserves unless oil price spreads narrow.

Foreign exchange pressure and inflation

Larger import bill could put pressure on currency reserves and stoke inflation, especially if fuel prices are subsidized domestically.

Limited climate if not managed well
US imports should be a strategic supplement rather than a primary sourcing route, since over-dependence on long-distance crude can worsen trade and fiscal balances.

Key Considerations

Factor	Rationale
Volume	Target of 10% of total crude imports, around US$ one billion annually
Pricing Arbitrage	WTI's lighter quality and higher gasoline yield might offset additional logistics cost, assuming favourable price spreads
Refinery Capacity	Cnergyico’s SPM-equipped 156,000 bpd plant is record-compatible; no major technical hurdles noted
Strategic Diplomacy	The imports offer Pakistan leverage in US tariff negotiations and broader market access

The logical reply is that as part of a broader strategy Pakistan should import US crude oil. Use it to boost export negotiation leverage with the US. Diversify sources to improve energy resilience. Leverage light US crude to enhance domestic fuel yields.

Tread carefully

Limiting imports to a test/ pilot phase to assess cost, logistics, and yield economics. Monitoring global price differentials—if WTI premiums shrink relative to Gulf crude, US imports may become more viable long-term. Avoiding overreliance—continue importing most crude from Gulf suppliers with more favorable logistics and financing terms.

Moral of the story

Pakistan is entering a strategic test phase, set to receive one million barrels of US WTI oil in October 2025. If successful, limited monthly imports (10%) can support export negotiations, diversify supply, and potentially improve gasoline yields—even at some added logistical cost. However, unless price arbitrage improves, US crude should remain a tactical supplement, not replace traditional Gulf suppliers.

Significance of Iranian President's visit to Pakistan

The world knows that Iran was the first country to recognize Pakistan’s independence in 1947 and open its embassy in Karachi, which was then the capital of Pakistan. Likewise, Pakistanis were the first to officially recognize the victory of the Islamic Revolution in Iran in 1979.

The people of both countries share cultural, linguistic, historical, and religious ties, and have supported each other in both bitter and sweet moments throughout history. The cultural commonalities between the two nations are such that citizens of either country do not feel estranged or alien when traveling to the neighboring country.

In Tehran, prominent places such as Mohammad Ali Jinnah Highway and Pakistan Street exist. Likewise, in major Pakistani cities, including Karachi, street signs bearing names like Iran Avenue and streets named after Iranian poets like Ferdowsi, Saadi, Hafez, Khayyam, and others can be found.

Islamabad, the capital of the Islamic Republic of Pakistan, hosted Dr. Pezeshkian, President of Iran, and his accompanying delegation from August 02 to 03, 2025. This was, in fact, Pezeshkian’s first official visit to Pakistan since winning Iran’s 14th presidential election.

It is worth noting that in April 2024, the martyred Ayatollah Raisi also made a three-day visit to Pakistan, including the cities of Lahore, Karachi, and Islamabad, where he was warmly welcomed by the people and officials of that country. Following the helicopter crash and martyrdom of Ayatollah Raisi and his companions, Prime Minister Shehbaz Sharif of Pakistan, along with other officials, traveled to Tehran to pay their respects and attend the memorial ceremony.

In May of this year, Shehbaz Sharif once again visited Tehran to express his gratitude for Iran’s stance regarding the India-Pakistan war. Therefore, Dr. Pezeshkian’s recent visit was in response to Shehbaz Sharif’s invitation and, essentially, a reciprocation of his visit to Tehran.

Dr. Pezeshkian began his official visit in Lahore, the capital of Punjab province, by paying respects at the mausoleum of Allama Iqbal, the Pakistani philosopher and poet. It is said that over 8,000 verses of Iqbal’s poetry comprising 70% of his total works are written in Persian.

During the continuation of the visit in Islamabad, the Iranian delegation met with the Prime Minister, President, Foreign Minister, Army Chief, Speakers of the Senate and National Assembly, and Pakistani business community, seeking to implement the "Neighbor First" policy in practice. 

The current volume of annual trade between the two countries is about US$3 billion, yet many economic and commercial potentials remain untapped. During this recent visit, 12 cooperation agreements were signed in areas such as transportation, science and technology, tourism, and free trade, which, if implemented, could significantly boost bilateral relations.

One indicator of strong political relations is the frequent travel of officials between countries. In less than two years, top officials from Iran and Pakistan have visited each other’s countries four times, not including the meetings held on the sidelines of key regional and international summits. These frequent meetings highlight the close bond and significance of the relationship particularly now, when there is a growing need to expand cooperation.

Over the past few decades, Iran-Pakistan relations have enjoyed relative stability, and mutual visits and exchanges between officials have been a regular occurrence. What gives special importance to the recent presidential visit to Pakistan is the unique political situation and the developments that have taken place in recent months in South and West Asia and even globally.

The four-day war between India and Pakistan in May 2025, as two nuclear powers, created a highly sensitive situation in the region. Although brief, the consequences of this conflict continue to affect both countries and the broader region and world.

Additionally, the ongoing war and genocide in Gaza have significantly influenced global politics. In this context, the stances of Islamic countries such as Iran and Pakistan are of great importance. Tehran and Islamabad have consistently adopted shared, firm positions and have emphasized full support for the Palestinian cause. The 12-day imposed war by Israel on Iran drastically altered the geopolitics of the region and the Islamic world.

Pakistan’s positions as one of the largest and most influential Muslim nations and a nuclear power have been crucial, and the Iranian public and officials have always appreciated Pakistan’s brave and brotherly stance.

Islamabad's officials have expressed their appreciation, in various ways, for Iran’s goodwill and initiative in offering to mediate between the two countries, and for the highly important visit of Iran’s Foreign Minister Dr. Araghchi to Pakistan and India to reduce the tensions.

A key factor linking Iran and Pakistan’s foreign policies is the sensitivity of public opinion in both nations toward the Palestinian issue and their mutual opposition to Zionist occupation and crimes in Gaza. This shared stance is rooted in the principled policies laid down by the founding leaders of both nations, Imam Khomeini and Muhammad Ali Jinnah and continues today. Currently, there is deep concern over the joint illegal actions of the Zionist regime and the United States against Iran’s nuclear facilities, and the potential for similar scenarios to be repeated elsewhere.

The condemnation of the Zionist regime’s aggressive attack on Iran by Pakistan’s permanent representative at the UN Security Council, as a non-permanent member and rotating president, was well-received. Pakistan’s support for dialogue and negotiation and its affirmation of Iran’s right to nuclear knowledge were also reflected in the joint press conference held by Shehbaz Sharif and Dr. Pezeshkian.

Iranian and Pakistani officials have come to a shared understanding that the 900 plus km border between the two nations should transition from being a security border to an economic one. The two sides have created joint mechanisms to improve coordination in the fight against terrorism. There exists an ocean of untapped potential in both countries, which requires serious political will to activate. The travel of hundreds of thousands of Pakistani pilgrims as part of religious tourism is one such opportunity.

Currently, two land borders at Rimdan and Mirjaveh are operational, facilitating travel for tourists and traders. Strengthening infrastructure is essential for increasing travel between the two peoples. People-to-people ties and citizen interactions can play a critical role in raising awareness of each other’s capabilities. 

Meeting mutual needs given that the two economies complement each other should be a top priority for private sectors and businesspeople in both nations. Much of what Iran imports from other countries is easily accessible in Pakistan, and Pakistan exports goods that Iranians also import from various sources.

Pakistan can meet many of its needs through Iranian producers and benefit from the proximity and low logistics costs. There is an urgent need to upgrade the joint Iran-Pakistan Chamber of Commerce to play a more significant role.

An Iranian proverb says, “A good neighbor is better than a distant relative.” Pakistan is both a good neighbor and a good relative and we Iranians are grateful for this valued neighbor.

Courtesy: Tehran Times

 

Netanyahu says decision made for full occupation of Gaza

According to media reports, Israeli Prime Minister Benjamin Netanyahu has confirmed that a decision has been made for the full occupation of the Gaza Strip, including military operations in areas where hostages are believed to be held.

"We're committing to free Gaza from the tyranny of these terrorists," Netanyahu said in a video address posted on X. "Many Gazans come to us and they say 'Help us be free. Help us be free of Hamas.' and that's what we will do."

The Prime Minister's Office also said in a message to the Chief of Staff, Lieutenant General Eyal Zamir, "If this does not suit you, then you should resign."

Netanyahu and Zamir have been at odds with the way the war in Gaza is being fought, with those tensions "having reached their peak" on Monday, according to a report on Israeli Army Radio.

Netanyahu's announcement comes after months of faltering talks in Qatar between Israel and Hamas as mediators scramble to overcome hurdles from both sides and reach a ceasefire and hostage release deal as the humanitarian situation in the Strip deteriorates.

That proposal, in the form of a 32-page academic paper titled "Gaza Security and Recovery Program, How Should The Day After Look Like," was authored by the Israel Defence and Security Forum, a group of over 35,000 Israeli security force reservists and the think tank Jerusalem Centre for Security and Foreign Affairs.

The study was presented to the Israeli government at an unknown date and represents one of the future options currently under consideration by Israel for the Gaza Strip.

The proposal entails economic reconstruction, building infrastructure and, as the authors of the study say, "uprooting a murderous ideology," also labelled as a process of "de-Nazification."

"In order to prepare for the new state of affairs, even though the results of the military operation have not yet been achieved, it is necessary to prepare an orderly plan for the control of the Gaza Strip after the fall of Hamas," the document reads.

The plan explicitly excludes the sovereignty of Palestine, or more specifically the Palestinian Authority (PA), or the presence of the United Nations Relief and Works Agency for Palestine Refugees in the Near East (UNRWA) as a source for humanitarian aid.

"No less serious is the foolhardy idea of establishing a Palestinian state in Gaza," the document reads.

However, it is not said in the document whether Israel intends to annex the Strip, although it is clearly stated that Israeli military (IDF) wants to have a greater say in the overall administration of Gaza's affairs.

Netanyahu's comments on Monday contradict those of Israel's Foreign Minister, Gideon Sa'ar, who told Euronews last month that Israel doesn’t have "any intention" of controlling Gaza long term.

"We don't have any intention to do so," Sa’ar said. "With regard to the Gaza Strip, we have only security concerns."

"We will implement President Trump's plan, it is a good plan and makes a difference, and it means something very simple, that the residents of Gaza who want to leave can leave," Netanyahu said, referring to a proposal floated by Trump of resettling all of Gaza's population in other countries.

The plan was met with horror by regional countries and international humanitarian groups, who said the forced resettlement of the population would be a violation of international law.

Trump said he had plans to re-develop Gaza in the "Riviera of the Middle East" with upmarket resort hotels and shopping malls.

Global voices condemn Israeli war and starvation campaign in Gaza

Protests condemning Israel’s devastating war and deliberate starvation campaign in Gaza continue to sweep across the globe, as activists, politicians, and ordinary citizens demand an end to the violence and immediate humanitarian aid.

On Sunday, demonstrators gathered outside the US consulate in Istanbul. They held Palestinian flags and shouted slogans denouncing the Israeli blockade of Gaza, which has caused mass starvation. Their message was clear - the international community must hold Israel accountable for the ongoing atrocities.

Meanwhile, in Sydney, Australia, tens of thousands braved heavy winds and rain to march across the iconic Harbour Bridge in a massive “March for Humanity.” Protesters carried pots and pans, symbolic of the forced starvation endured by Gaza’s population, and called out for a ceasefire and unrestricted delivery of aid.

Police estimated attendance at around 90,000, while organizers said the number could be as high as 300,000.

New South Wales Senator Mehreen Faruqi addressed the crowd, demanding the “harshest sanctions on Israel” and condemning the “massacres” of Palestinians as crimes that must not go unpunished.

Author Antony Loewenstein, whose work exposes the Israeli arms industry, highlighted the Australian government’s role, accusing it of complicity through supplying fighter jets used in Gaza’s bombardment.

Loewenstein pointed out that Australia is deeply entangled in Israel’s war machine, enabling and profiting from the destruction.

The humanitarian crisis in Gaza has reached catastrophic levels. Since October 2023, over 180 people—more than half children—have died from starvation caused by Israel’s siege. Israeli forces have also killed nearly 900 people near aid distribution centers run by the Gaza Humanitarian Foundation, a US- and Israel-backed initiative criticized by Human Rights Watch as “death traps” due to repeated deadly attacks.

Tragically, hundreds more have died attempting to access UN-led food convoys, further underscoring the brutal reality of the siege.

Overall, Israel’s war has claimed the lives of more than 60,800 Palestinians in Gaza, with reports from Israeli human rights groups confirming allegations of genocide—a charge already under investigation at the International Court of Justice.

The deliberate starvation, mass killings, and systematic destruction of Gaza reveal a state policy aimed at collective punishment and ethnic cleansing. This campaign cannot be dismissed as collateral damage or an unfortunate byproduct of war. It is a calculated effort to crush Palestinian resistance by any means necessary.

The world’s silence and inaction in the face of these crimes only embolden Israel’s apartheid regime. Without decisive global intervention, Israel will continue its path of genocide, supported by complicit governments and military suppliers around the world.

Justice for Palestinians demands not only condemnation but concrete measures to end Israel’s siege, hold its leaders accountable, and ensure freedom and dignity for Gaza’s people.

The protests spreading worldwide are a powerful reminder that the fight for Palestinian rights and liberation will not be silenced — and that the struggle against Israeli aggression and oppression must intensify until peace and justice prevail.