is dismantling ‘made in China’ faster than we expected

One in four iPhones is already assembled in India. Apple has delivered in 2025 exactly what JPMorgan forecast in 2022but it has done so at a speed that has surprised the sector. Why is it important. This is perhaps the clearest sign to date that China has lost its status as an irreplaceable player in high-end consumer electronics manufacturing. If Apple can make this move, others can too. In figures: 55 million of iPhones made in India in 2025, up from 36 million in 2024 (a 53% increase in a single year). 25% of world production, for a total of between 220 and 230 million units. 9 billion dollars in iPhone sales in India last year, a record. 14 million of units sold in the country, with a growth of 9% year-on-year. The backdrop. Apple has been around for years trying to reduce its dependence on Chinabut the Chinese supply chain was so efficient and so dense that the movement moved slowly. Then came Trump’s tariffs, and what was a long-term strategy became an emergency. In May 2025, Trump himself called Tim Cook to ask him to stop expanding production in Indiawhich gives an idea of ​​the scale and speed of the transfer. Between the lines. Tariffs have been the perfect excuse to do what Apple has wanted to do for a long time. The company has not only transferred volume: it has also transferred its most profitable models. India now assembles the entire iPhone 17 lineincluding the Pro and Pro Max. That is not outsourcing cheap, it is entrusting India with the jewel in the crown. Yes, but. Manufacturing in India is still more expensive than in China or Vietnam. The Modi government’s incentives (the export-linked production program) have been the glue of this strategy, and they expire imminently, on March 31. Apple, like Samsung, is negotiating with the government for a new round of subsidies. If these do not arrive and the incentive agreement expires without anything to relieve it, India’s attractiveness becomes more complicated. In Xataka | Apple has only found one option to make a cheap laptop: make it a mobile Featured image | TejjXataka with Mockuuups Studio

Thousands of people were following the Iran war with satellite images from Planet Labs. So the US has closed it

The satellite images are a key piece for modern military intelligence. They are the eyes on the ground, they allow you to see where the enemy is, their supply routes, their defenses and plan more precise attacks. For the public, they are the direct window to the battlefield and in the Iran conflict there are two companies that are deciding whether to let us watch or not, one is American and one is Chinese. Guess who is who. The Planet Labs blackout. It is a satellite earth imaging company based in San Francisco. It operates a network of more than 200 satellites that allows them to provide global coverage of the planet, recording more than 300 million square kilometers of images collected every day. Planet Labs images have been key in conflicts such as the ukrainian war or the escalation of tensions between China and Taiwan. However, when it comes to a conflict in which the US is the protagonist, things change. The restriction: On March 6, Planet Labs announced a four-day delay in the publication of its images of the Middle East, a measure they described as “temporary and intended to protect personnel and operations.” The controversy: What is striking is that the delay affected countries with a US military presence (Iraq, Kuwait, Saudi Arabia and the United Arab Emirates), while the images of Iran continued to be published almost in real time. This unleashed reviews on Xcalling it a measure to manipulate public opinion by hiding the damage to US bases, while only showing the damage caused to Iran. The extension: The company recently extended this delay to 14 days. According to statements to Reutersseek to ensure that your data “does not contribute in any way to attacks against allied, NATO personnel or civilian populations.” Mizar Vision. Given the Planet Labs blackout, there is a company that continues to offer satellite images almost in real time. It is about Mizar Vision, a Chinese startup based in Shanghai that does not have its own satellites, but instead purchases commercial images. Its value is that it applies an AI layer that detects, geolocates and tags military assets in almost real time and publishes them on Weibo, the Chinese social network. There is an account on X with the same name, but the company has already confirmed that It is not an official account. Attack prediction. Two days before the attack on Iran, Mizar Vision published images which showed planes lined up on the runway of the Diego García base, signaling that the attack was imminent. They were high resolution images in which details such as the model of the aircraft could be distinguished. They also identified other key infrastructures such as the anti-missile systems that the US has in Jordan and the al-Udeid base in Qatar, all of them. attacked by Iran days later. Mizar Vision is the open window to the battlefield, but we can all look, the Iranian army too. The shadow of Beijing. The images prior to the attack were shared by accounts with links to Chinese People’s Liberation Army. They count in The Country That analysts wonder to what extent the Chinese government is encouraging the publication of such detailed images, with such precision and in real time in a context of such tension. The company continues to publish images of US military movements in the region. In Xataka | A creepy sound is being repeated in the Middle East: it is called C-RAM, it comes from the US, and it is the prelude to a firestorm Image | Mizar Vision

If the question is how much OpenClaw is taking over, the answer is… in China they are lining up to install it

One of the AI ​​phenomena of 2026 is OpenClawone of the most powerful tools (and at the same time dangerous) never released. In China, just a few days ago, nearly a thousand people queued in front of the headquarters of the Chinese technology company Tencent Holdings in Shenzhen. Reason: they wanted to install OpenClaw on their computers. OpenClaw fever. In less than 100 days, OpenClaw has conquered Asia. Of the more than 140,000 AI agents based on its technology, half come from China. Tencent issued an open invitation to its headquarters in Shenzen so that company engineers could install OpenClaw completely free of charge on the computers of those who came. Nearly 1,000 people physically turned out to install the software formerly known as Clawdbot and Moltbot. Because. The enthusiasm for OpenClaw comes from the combination of several key points. China’s early adoption of new technology Push by big technology companies to implement it (Tencent, Alibaba, Bytedance) Real agentic functions, far above what any chatbot offers. It’s not just OpenClaw. ArkClarw, MaxClaw, AutoClaw… The OpenClaw fever has triggered variants of the original, with derivative projects that seek to further specialize their work. It is a perfect storm that fits with the Chinese need to meet the massive demand for AI use while consuming few tokens. This matches perfectly with what China is looking for: cheap, Open Source models prepared for large volumes of use. Yes, but. Although Chinese consumers are demanding use of OpenClaw, the country’s authorities are moving in the opposite direction. As Bloomberg reports, state-owned companies and government agencies have received notices in recent days warning them not to install OpenClaw for security reasons. In the most extreme cases, and according to anonymous Bloomberg sources, the installation of this software has been banned in critical sectors such as banking and some government agencies. Lobster farming. There is a new buzzword creating a trend in China: “locust farming”. One that has to do with the OpenClaw logo and the tendency to install its variants. The project has already surpassed Linux on GitHub in terms of ratings, and despite doubts about its security, it has made something clear: agentic AI is not so far away from what we thought. In Xataka | Agentic AI was the new race for Big Tech and Meta was far behind. It has bought the company most capable of recovering

Portugal had to choose where to take its AVE first. And between Madrid and Galicia, it is very clear

It was October 2025 when the news broke. Then we learned that Madrid and Lisbon would be linked by a high-speed train in 2034. The objective set by Spain, Portugal and the European Commission is that both capitals are connected by a train that covers the journey in about three hours of travel. The first step to recover that connection is to have a line ready in 2030 with conventional trains that reopen traffic between both cities without having to change trains. The project rescues a line that It already existed in the 19th century but that time has erased. Furthermore, it follows the designs of a European Union that opts for the train over the plane and is that being able to cover this journey in 180 minutes would be a blow against air traffic, which is much more polluting. If the schedule is met, the AVE between both cities will be available almost three decades later than planned. The news, furthermore, seemed to indicate that Galicia was being relegated to the background. And the region has been fighting alongside Portugal for years to have a high-speed rail connection that structures the Atlantic axis. We now know that Portugal will prioritize Galicia over Madrid. First Galicia, then Madrid The confirmation came from the Portuguese Prime Minister, Luís Montenegro, during the XXXVI Spanish-Portuguese Summit held in La Rábida (Huelva) who has indicated that he trusts that the Lisbon-Oporto-Vigo line will be completed in 2033 and, therefore, the deadlines prior to the agreement are met with Europe and Spain on Madrid-Lisbon. The words were collected in The Newspaper and it is confirmation that between Madrid and Galicia, The first place Portugal looks to is Galicia. The latest agreements to carry out trains between both cities seemed to put this connection between the Galician city and the two large Portuguese cities at risk. It must be taken into account that the first objective was for Madrid and Lisbon to already have a high-speed connection ready by 2030, the year in which Spain and Portugal (along with Morocco) will organize the Soccer World Cup. However, given the impossibility of meeting the deadlines, a delay until 2034 was agreed upon. This delay has not put at risk the Atlantic corridor in which The European Union has already invested 250 million euros (more than 750 million euros of European funds have already been spent on Madrid-Lisbon) and up to 3,000 million euros delivered by the European Investment Bank (EIB) in the form of soft loans. In Portugal they defend that the connection between their cities and the north of Spain is much more important than the link with Madrid. The high-speed project between Lisbon, Porto and Vigo had already consumed 11,000 million euros as of 2023 and, in the words of Carlos Fernandes, vice president of Infrastructure in Portugal, collected by The reason “develops our country and the centrality of our cities, and not the centrality of other Iberian cities (in relation to Madrid).” For the project to go ahead, it is necessary for Portugal to comply with the plans but also for Spain to have a high-speed exit between Vigo and Tui. From the Portuguese side, they have never denied that they prefer to prioritize the corridor towards Galicia. Pedro Nuno Santos, then Minister of Infrastructure, criticized Renfe in 2022 in an interview with The Countryensuring that they had maintained the night train between Vigo and Portugal but that on the Spanish side no one towed the trains. Right now, the trip between Vigo and Porto takes two hours and 20 minutes. That is, 140 minutes that would become only 50 minutes once the high-speed connection between both cities is consolidated. In fact, those 140 minutes are what is expected to take between Vigo and Lisbon, a huge leap by current standards. The big loser of the dispute is Extremadura. The region has been hearing for years about a Madrid-Lisbon connection that never seems to come. After years where trains have been a real headache, everything indicates that high speed should be completely ready in the region by 2030 but the delay to 2034 has been marked by the deadlines on the Portuguese side. The step forward in high speed is also key in Extremaduran mobility because, for example, it will allow connecting Madrid with Cáceres in one hour (right now it takes more than three hours) and Madrid with Mérida or Badajoz in just over an hour and a half when to reach the latter from Madrid you have to spend more than four and a half hours. Photo | Pedro Correia, Joaoalves0217 and Mstyslav Chernov In Xataka | Madrid and Lisbon will be linked by the AVE. It will only arrive (if it arrives) 24 years late

Spanish cities are collapsed because they were not designed to go “from the periphery to the periphery”

For decades, commuting to work in large Spanish cities had a clear logic: workers lived on the outskirts of large cities and They traveled every morning towards the center to their jobs. It was a fairly stable urban model, reinforced by transportation networks designed to take workers to the large office districts of the urban area. However, in recent years this pattern has been changing as the price of land in the center has skyrocketed and companies have also had to move to the periphery. As and as it portrays The Countrythe problem is that cities are not designed to move from periphery to periphery, and that movement has become in a daily mousetrap for millions of employees. In recent years, many companies have chosen to move your offices to peripheral areas where land is cheaper and there is space to build large office complexes. This movement has made it possible to build huge business campuses that would be unviable in the urban centers of large cities with high demand for land such as Madrid or Barcelona. In Madrid, the north of the city has become one of the main destinations for this type of projects. An example is the Telephone Districtlocated in Las Tablas, which occupies about 22 hectares and concentrates more than 12,000 workers in a single business complex. The records of the Residence-Work Mobility Atlas of the Community of Madrid show that districts such as Fuencarral-El Pardo (where the Telefónica District is located) are already among the areas with the highest concentration of employment in the region. Barcelona experienced a similar process with the development of 22@ technological district in Poblenou, where numerous technology companies and corporate headquarters have been setting up shop in the last two decades. The transformation of this old industrial neighborhood created a new employment center outside the historic center of the city. Employment is moving, but so are prices The problem with this migration of companies to the periphery of urban centers is that when thousands of workers begin to concentrate in a specific area, the real estate market usually reacts quickly. Proximity to work centers increases the value of neighborhoods nearby, which ends up raising rental and housing prices. This increase, in turn, forces employees to move to municipalities even further away from the city center and the offices where they work. The result is a constant increase in daily trips within the metropolitan area. In Madrid this phenomenon is reflected in the labor mobility figures. According to the recorded data According to the Mobility Atlas of the Community of Madrid, every day 1.2 million people enter the capital from other municipalities to work, compared to the 790,000 who did so in 2016. Something similar is happening in the city of Barcelona, which after the growth of 22@ has attracted workers from numerous municipalities in the metropolitan area, congesting the northern and southern access roads and the city’s ring roads due to the traffic generated by these employees at peak hours, such as and how collect traffic congestion report of Inrix of 2025. All these congestion problems have their origin in the fact that the large transport infrastructures (metros, trams, Cercanías, bus lines, etc.) of the large Spanish cities have been designed for decades with a radial structure. They were planned to connect the peripheral neighborhoods with the city center, which was where most of the employment was concentrated. When new business centers began to grow outside the center, that structure began to show its limitations. Many workers no longer need to go to the urban area, but rather travel between peripheral areas that are not directly connected by public transport. A very clear example of this is the demand of the residents of Tres Cantos for an axis that connects them with… The A-6, not with the center of Madrid. This requires long journeys or several transfers, something that often makes the car faster. Even if it means getting stuck every day on the way to work. Furthermore, public transportation in many cities has become a lottery with constant delays and breakdownswhich generates uncertainty when considering alternatives to the private car. The increase in long trips to work and dependence on the car is clearly reflected in traffic data. According to the TomTom Traffic IndexMadrid registered an average congestion level of 38% in 2025, which is 3.6 percentage points more than the previous year. That level of traffic means that traveling 10 kilometers during rush hour can take about 34 and a half minutes, at average speeds. close to 17.5 km/h. The report also estimates that Madrid drivers lose around 98 hours a year in traffic jams during rush hours. When daily journeys are long, the accumulated time can multiply and reach up to 500 hours per year per person lost in traffic jams. Barcelona faces a similar situationwith a level of congestion in its urban center and access roads of 41.1%, which is one of the highest figures in Europe. In Xataka | The worst traffic jam in history: two weeks, more than 100 kilometers and thousands of cars detained in China Image | Commons

donations from their parents

Daniel and Claudia are in their thirties, they live in Madrid and for years they combined their status as tenants with the dream of (one day) becoming owners of their own home. Every month they saved a little. And each month they got closer to their goal. The problem, like explain to The Countryit’s not just his bank account that was growing. So did the price of housing. And his rent, which threatened to rise by 200 euros from one day to the next. To escape this impossible spiral, Daniel and Claudia talked to their families and got them to donate 30,000 euros. What is necessary for the entrance to an apartment. The statistics of Spanish notaries show that theirs is not an isolated case. On the contrary. Donations (especially cash) have become the lever that allows young people to access an impossible market. What has happened? Which Notaries Are Encountering Every Time more donations intergenerational, capital that passes from grandparents, parents and uncles to the youngest members of the family to facilitate their access to housing. The phenomenon is connected with the ‘Great Wealth Transfer’ and it’s not exactly new. The referees they have been around for a while perceiving it. Even so, the clarity with which it can be seen in the 2025 sectoral balance that has just been released is surprising. advance The Country. Its reading is resounding: in Spain, so many donations have never been processed as now, with housing on the rise. And what does the data say? That in 2025 the notaries processed 225,317 donations. Not only is it the highest figure since (at least) 2011, far exceeding the 85,300 donations a decade ago; It also reflects an undeniable upward trend. After several years of stagnation, the number of donations grew by 15.2% between 2023 and 2024 and rose again by another 13% in 2025. The data of the General Council of Notaries (CGN) include all donations, without specifying how many correspond to property and how many correspond to cash or other types of assets; But the members themselves do not hesitate to relate this upward trend to the situation of the real estate market. Are there more indicators? Yes. A few months ago the council already published a report in which he confirmed that intergenerational donations and inheritances were “boosting access to housing” for the youngest. To be more precise, the group recalled that housing donations skyrocketed by almost 68% between 2017 and 2024 (from 32,623 to 54,735), while inherited properties increased by 20% during the same period (from 335,888 to 403,854). Are they that frequent? Yes. If inherited and donated homes are added, they are equivalent to 64% of all sales transactions registered in 2024. Not only properties are transferred. A year ago the notaries they already confirmed an increase in cash donations, especially amounts between 30,000 and 40,000 euros, although the range ranges from 10,000 to 300,000. In fact María Teresa Barea, spokesperson for the CGN, recently recognized that the majority of living inheritances that one encounters are grants of liquidity, money that allows grandchildren, children and nephews to face the first payments required to buy a home and make the leap from tenant to owner. Why this increase? For several reasons. One of the main ones is how complicated it is to get your head into the real estate market. The case of Daniel and Claudia is illustrative: not only does the square meter become more expensive, so do rents, nullifying the savings capacity of young people. According to a study by Grupo Mutua de Propietarios, 40% claims to have difficulties accessing housing, which explains (among other things) that in Spain the age of emancipation exceed in several years the average of the European Union. It doesn’t matter that the mortgage market has softened, the rise in housing prices (of 13% year-on-year) makes down payments an insurmountable barrier for many aspiring homeowners. Especially the younger ones. Hence their grandparents and parents come to their aid with donations. “Many young people who could pay the mortgage payments are not able to afford the famous down payment and initial expenses” Barea agrees.. The latest statistics from the CGN also show that donations have grown (and at a good pace) in practically all the autonomous communities of Spain. Are there more factors? Yes. One, fundamental one, is the changes in the distribution of wealth between population cohorts. What does it show us? Basically, young people accumulate less and less money, tipping the balance in favor of the elderly. The data of the Bank of Spain are eloquent: if in 2002 the population under 35 years of age accumulated close to 9% of Spain’s wealth, in 2022 that percentage had been reduced to 2.1%. In the case of those over 65 years of age, the trend was the opposite: during the same period they went from 25.4 to 39.2%. Images | Febiyan (Unsplash) and General Council of Notaries In Xataka | If the question is whether house prices will rise forever, London has the answer. And it is a warning for Madrid

On March 19 and 20 we are waiting for you at this enormous event on technology and innovation in Seville

In just one week, on Thursday March 19 and Friday March 20, the first edition of CTx Techa great event with technology, innovation and talent as the main protagonists of which Xataka is a Media Partner. The event, which has the support of the Junta de Andalucía and the Seville City Council, is not a typical meeting of talks, networking and panels. The organization has opted for an intelligent matchmaking system and personalized agendas, so that every attendee, whether individual or professional, can get the most out of it. For professionals, startups and technology enthusiasts Image | CTx Tech CTx will bring together at the Sevilla TechPark more than 15,000 visitors, more than 1,000 startups250 companies, 200 investment funds and more than 150 international speakers. It is a large-scale event whose content, estimated at more than 400 hours, will be distributed among 11 scenarios, 50 simultaneous events and 5 thematic spaces. Among the topics that will be addressed are the convergence of AI, biotechnology and neurotechnology; quantum computing, real applications of AI and its impact on the industry; cybersecurity and cyberdefense, smart cities, autonomous vehicles, drones, robotics… Whatever field of technology you are interested in, at CTx Tech you will be covered. Among the featured speakers are José Elías (CEO of Audax Renovables), David Carmona (VP of Microsoft), Christine Bjärkby (member of the board of directors of the European Network of Business Angels), Alba Lez (Chief Marketing Officer ofespacio_RES) and creators such as José Luis Crespo (Quantum Fracture) and Carlos Santana (DotCSV). The list of speakers can be found on their websiteas well as the agenda. Join us to record Loop Infinito live Among the many activities that will take place at the event, you can attend the recording of a special edition of Infinite Loop. Our usual presenter, Javier Lacort, will participate in it; and Antonio Ortiz, founder of Xataka and co-host of Monos Stochastics. The title of the podcast will be “AI without the hype” and will last about 30 minutes. During the recording the real state of AI will be addressed without empty promises or catastrophisms. Javier and Antonio will reveal to us what is happening now, what has a real probability of happening before 2029 and what is still science fiction. The coordinates are as follows: Where: ADA Auditorium in Seville TechPark. When: March 19. What time: from 8:40 p.m. to 9:40 p.m. How to participate sImage | CTx Tech Admission to the CTx-Boulevard and Aurora venue is completely free and can be obtained on the event website. The other options vary depending on your profile. You have all the information below and we invite you not to go too far, because Starting tomorrow we will raffle two VIP passes. If you want to attend the talks, the Innovation Hub (thematic areas of technology, entrepreneurship and innovation), the Social Hub (institutional content), the ADA Auditorium with the great speakers and general networking, the ticket you are interested in is CTx Experience. Its price is 20 euros. If you are looking to do business, investment opportunities, networking with more strategic profiles and access to the Investment Hub, it is best to opt for CTx Experience VIP. It is full access to the event, its areas and its possibilities. The price is 180 euros. If you have a startup or are an investor, there are also options for you in the Business and Startups categories. We are waiting for you in Seville and pay attention to Xataka for the ticket draw! More information and registration | CTx Tech

How to know where any Renfe train is in Spain in real time, and know if it has any delays

Let’s tell you how to know where any Renfe train is high speed, or long and medium distance. You will be able to do this with a website created by Renfe itself, where you can see all the Spanish railway traffic in real time. This is a particularly useful website when you want know where a specific train isso you can know the estimated time of arrival and if there are any delays. That’s why we are going to teach you how to use it. Watch Renfe trains in real time The first thing you have to know is that the website only monitors high-speed trains, or long and medium distance trains. This means that you will not find the Cercaníasbut the rest of the trains do, from the regional ones to the Euromed or the Ave. You can see them in motionand thus know where they are or if they have stopped. To access this website you have to go to the address real-time.longdistance.renfe.com. Inside you will see a map, where you will be able to see the railway network from all over the country, and zoom and navigate to see the area you want. When you zoom in you will be able to see the trains with different colors in the position they are in at all times. If you click on a train you will see all its information in a pop-up window. You will see your previous stop and next stop, your route and your identification number. You will also see the type of train it is and, most importantly, the expected time of your arrival. Next to this scheduled time you will see the time variation, which will show you the minutes of delay that the train is in, and the minutes of anticipation with respect to its initially scheduled arrival. You can also search for trains by their identification number. This way, if a family member is traveling to see you and gives you their train number, you will be able to monitor it in real time. When you search for a train, a column will also open on the right where you will see all its stops. In Xataka Basics | How to know if your train has canceled: where to look on Renfe, Iryo and Ouigo

whoever sells the shovels also wants to sell the map

NVIDIA prepares the launch of NemoClawits own open source platform for enterprise AI agents. The official announcement is expected for GTC 2026, the company’s annual conference, which starts on March 15 in San José. Why is it important. NVIDIA has built its dominance by being the neutral infrastructure provider: it sells shovels to anyone who wants to dig. NemoClaw changes that position. By entering the agent software layer, you begin to compete directly with Anthropic, Microsoft, Salesforce and the community itself open source which until now considered NVIDIA an ally, not a rival. The context. The obvious trigger has been OpenClawan open source AI agent that allows complex tasks to be executed locally without human intervention and that OpenAI acquired a few days ago. Its success showed that there is a huge demand for freelance agents, but it also exposed its risks: Meta even banned its use on business devices following an incident in which an agent accessed a computer without instructions and deleted emails en masse. Companies needed something more controlled and NVIDIA has seen the opportunity there. Between the lines. The platform will be hardware agnostic: it will run on chips from AMD, Intel and others, not just NVIDIA GPUs. It is an apparently generous movement that hides a clear expansionist logic. It’s the same move that Meta made with Llama: giving away the software to boost demand for the hardware that runs it. If NemoClaw ends up becoming the standard de facto For business players, NVIDIA will be able to maintain its influence on the ecosystem even if competition in chips intensifies. The big question. NVIDIA has reached out to Salesforce, Cisco, Google, Adobe and CrowdStrike to forge early partnerships, but none have confirmed any agreement. There are reasons for skepticism: Salesforce has Einstein, Google has Vertex AI Agent Builderand both have clear incentives not to give ground at the application layer. The fact that they contribute to NemoClaw’s open source does not prevent them from continuing to develop their own platforms in parallel. NVIDIA’s success will depend on whether NemoClaw brings something that no one else can, or if it is just another framework gathering dust on GitHub. Yes, but. Gartner estimates that more than four in ten agentic AI projects will have failed by 2027. The business agent market is promising, but still more promise than reality. Furthermore, NVIDIA is entering an area where its competitive advantage (raw silicon power) matters less than the ability to orchestrate complex workflows, manage agent memory, and ensure security in regulated environments. That’s something that chips don’t provide. In Xataka | If the question is how much OpenClaw is taking over, the answer is… in China they are lining up to install it Featured image | Xataka

Iran is planting sea mines in Hormuz. And what threatens to blow up is not ships: it is the world economy

On the maps it looks like just a gap of water between deserts, but it passes through that narrow corridor every day. a gigantic portion of the energy that moves the planet. So narrow that in some sections the ships navigate in maritime lanes of just a few kilometers, constantly monitored by radars, drones and military fleets. For decades, any tension at that point in the Persian Gulf has been capable of shake up prices of oil in a matter of minutes. Imagine if will plant mines. A war also at sea. As bombings and missiles focus attention on the conflict between the United States, Israel and Iran, a parallel battle has begun to unfold in the Persian Gulf. From the start of the warUS intelligence services They detected signs that Tehran could try to disrupt maritime traffic in the Strait of Hormuz by deploying naval mines and small fast boats. The threat is serious enough to have triggered public warnings of Washington and preventive military operations against Iranian ships suspected of participating in these maneuvers. In this context, the control of this narrow maritime corridor has become one of the strategic points more delicate of the conflict, because any disturbance there has immediate repercussions on the global energy supply. The strait, the global energy artery. There is no doubt, the tension is explained by the central role that Hormuz plays in the global energy system. Approximately a fifth of the oil consumed by the planet circulates through this strait of just a few dozen kilometers, in addition to a similar proportion of the international trade in liquefied natural gas. Every day they go through it in normal conditions about twenty million of barrels of crude oil from the producing countries of the Gulf heading to Asia, Europe and America. Powers like China, India, Japan or South Korea depend largely of this step to secure its energy supply, which turns any threat in these waters into an immediate global problem. It is no coincidence that even rumors or minor incidents in the area provoke immediate reactions in the oil markets. The new war. In that scenario it has begun a new phase of the conflict: that of oil tankers navigating between the risk of mines capable of shaking the planet’s economies. American intelligence reports indicate that Iran has begun deploying dozens of these explosives in the strait and keeps intact most of its fleet of small boats capable of planting hundreds more in a short time. The Revolutionary Guard controls much of the area next to the Iranian navy and has a combination of speedboats, minelayer boats, drones and coastal missile batteries that can turn the sea passage into a navigation trap. The goal would not necessarily be to sink large numbers of ships, that too, but to create enough uncertainty enough to paralyze global energy traffic, raise transportation costs and trigger a shock in international markets. In other words, a well-placed mine in these waters can have an economic impact that goes much further of the ship that hits it. First shocks. Faced with this threat, Washington has chosen for acting before mine deployment reaches a larger scale. The US military has confirmed (with videos included) a few hours ago the destruction of at least sixteen Iranian vessels involved in mining operations near the strait, in what US officials describe as pre-emptive strikes based on intelligence about Tehran’s operational plans. These actions seek to prevent Iran from turning the strait into a practically closed area to navigation before the deployment of explosives multiplies. At the same time, the White House has warned that any attempt to block the flow of oil will provoke a much more forceful military response than the operations carried out so far. Trapped oil and markets in panic. The economic consequences are already beginning to become visible. Since the start of the war, oil transit from the Gulf has seriously upsetwith millions of barrels per day that cannot leave the region normally. Countries like Iraq or Kuwait depend almost exclusively of this route to export its crude, which amplifies the potential impact of any interruption. Energy companies have started diverting ships or to look for alternative routeswhile Saudi Arabia tries to compensate for part of the problem by increasing the use of its oil pipeline to the Red Sea. In parallel, the International Energy Agency studies a massive liberation of strategic reserves to contain the impact of the energy crisis. A few kilometers to shake the world. The fragility of the situation is also explained by the geography of the enclave itself. At its narrowest point it barely has 34 kilometers wide and the navigation lanes through which the ships circulate barely exceed three kilometers in each direction. This narrowness makes the place extremely vulnerable to mines, drone attacks or coastal missiles. It is not the first time this has happened, in fact, since how do we countduring the so-called “tanker war” in the eighties, Iran already used mines in these same waters to pressure its adversaries during the conflict with Iraq. History, therefore, suggests that these types of tactics can be surprisingly effective in destabilizing global trade. A planetary blow. The extreme sensitivity of the energy markets to any news coming from Hormuz was fully demonstrated very recently, when a wrong message on social media suggested that the US Navy had successfully escorted a tanker through the strait. The simple rumor caused an immediate collapse of crude oil prices and a shake-up in financial markets before authorities clarified that no such operation had occurred. The episode illustrates the extent to which the world watches every movement in these waters with nervousness. In a global energy system so dependent on a few strategic corridors, the mine threat in the Strait of Hormuz has opened a new dimension of war: one in which fate of the world economy it may depend on a maritime corridor just a few kilometers wide. Image | nara, Picryl, naraNZ … Read more

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.