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MENA Unleashed Profile picture
@MENAUnleashed
Aug 5 • 8 tweets • 2 min read • Read on X
🇵🇰🇮🇷🇨🇳 PREPPING FOR WAR: Is Pakistan Joining Iran & China’s Silk Road with new MoUs?

Pakistan & Iran signed 12 MoUs to boost trade from $3B to $10B, linking Pakistan to the Iran-China Silk Road: a wartime logistics pact securing overland supply chains for future wars. 1/
The MoUs cover multiple sectors, but the core aim is to merge Pakistan’s CPEC with Iran’s Eurasian corridors, bypassing US-sanctioned sea lanes. This integration deepens Pakistan & Iran’s role in China’s overland BRI logistics network. 2/
A pivotal milestone was the first freight train from China arrived in Iran in May. This corridor is widely interpreted as a catalyst for the 12-day Iran-Israel war. Israel sees the corridor’s operationalization as a direct threat to its maritime & regional dominance. 3/
Parallel efforts are underway to upgrade Pakistan’s Quetta-Zahedan rail gauge, integrating it with Iran’s electrified rail line. These upgrades enhance wartime logistics resilience, securing uninterrupted overland trade routes through Turkey & into Europe. 4/
However, these developments may embed Pakistan & Iran further into a Sino-centric infrastructure nexus and may threaten its recent pacts and investments from the US. 5/
+ These projects entrench elite capture, benefiting Chinese & Pakistani business elites, while locals (esp in Balochistan) remain sidelined. Baloch resistance to CPEC grows as financialisation trends shift trade into non-dollar local currency systems. 6/
~67% of trade on these corridors bypasses SWIFT, using local currencies & speeding up dedollarisation. Yet Pakistan is also turning to the US for critical energy security, signing a July oil deal in Balochistan, risking clashes with sanctions on Iran's oil trade in prep. 7/
This dual-track approach risks putting Pakistan in US crosshairs. Meanwhile, Iran’s instability from its war with Israel threatens Pakistan’s western borders: militants like Jaish al-Adl ready to exploit the chaos, endangering Balochistan investments and regional security. 8/

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More from @MENAUnleashed

MENA Unleashed Profile picture
Jul 28
🇪🇬🇮🇱🇦🇪 EGYPT JOINS UAE-IMEC OCCUPATION OF GAZA

Israel has announced a UAE-backed water pipeline project from Egypt to Gaza’s al-Mawasi is underway ‘aiming to supply 600,000 people’ with water. This aligns with Netanyahu’s vision of a Gulf-backed and funded post-war Gaza. 🧵 1/
The pipeline originates from an Egyptian desalination plant, with equipment entering via Kerem Shalom under security oversight. Construction is set to begin soon and is expected to take several weeks. The UAE’s initiative is supported by Egypt. 2/
This project addresses Gaza’s long-standing water scarcity, aiming to improve conditions for approximately 600,000 residents in al-Mawasi. Although reliable water supply could provide relief and support stabilization efforts…
3/
Read 9 tweets
MENA Unleashed Profile picture
Jul 15
1/10 Trump is to impose 100% tariffs on all BRICS countries in 50 days.
Trump threatens 100 percent secondary tariffs on Russia and BRICS unless the Ukraine war ends in 50 days.
2/10 This threat constitutes the first explicit articulation of a unified economic doctrine aimed at dismantling the BRICS bloc, which Washington now perceives not as a symbolic South-South coordination platform but as a coherent adversarial axis.
3/10 This follows Trump's 50 percent tariffs on Brazil, applied despite Brazil's trade surplus with the US. He also imposed tariffs on Libya, Algeria, and Iraq.
Read 10 tweets
MENA Unleashed Profile picture
Jul 11
The verified Iranian strike on the radome at Al Udeid Air Base and its destruction in June was not symbolic. It was surgical. Iran hit the heart of US military coordination in the Gulf. 1/7
The radome protected a key command and control node, likely tied to real-time surveillance, drone operations, and missile defence. Damaging it disrupted how the US sees, communicates, and responds in the region. 2/7
It was a deliberate message. Iran can hit the system, not just the soldier. This was the first time Iran exposed the operational fragility of Al Udeid. 3/7
Read 7 tweets
MENA Unleashed Profile picture
Jul 11
Egypt 🇪🇬 signs a strategic agreement with China 🇨🇳 to dedollarise trade and adopt yuan settlement
Egypt is following Iran’s playbook. Months before the failed US–Israel airstrike campaign on Iran’s nuclear infrastructure, Tehran moved first. 1/10
It locked in agreements with Russia and China to settle trade in national currencies, linked to CIPS, and systematically removed the dollar. This was done preemptively. Egypt is now replicating the same moves after escalation. 2/10
On July 10, the Central Bank of Egypt hosted the Governor of the People’s Bank of China. Three memoranda of understanding were signed, embedding Chinese financial infrastructure inside Egypt’s monetary system. 3/10
Read 10 tweets
MENA Unleashed Profile picture
Jul 9
Trump Imposes 30% Tariffs on Algeria 🇩🇿 Iraq 🇮🇶 and Libya 🇱🇾
On July 9 2025 the White House issued three nearly identical letters to the leaders of Algeria Iraq and Libya announcing a sweeping new tariff policy. 1/15
Starting August 1 the United States will impose a 30 percent tariff on all goods exported from these countries to the US market. 2/15
The letters signed by President Trump accuse the three states of contributing to persistent unsustainable trade deficits through tariff and non-tariff barriers and frame the new tariffs as both a correction and a warning. 3/15
Read 15 tweets
MENA Unleashed Profile picture
Jul 9
🇮🇱🇮🇷 After Iran's Strike, Moody's Rating of Israeli Credit Sustains a Negative Outlook:

Moody’s 7 July Baa1 rating of Israel' creditworthiness while maintaining a negative outlook has formalised a shift in perception that Israeli officials cannot spin away. (1/10) 🧵
Iran’s strike succeeded in destabilising Israel’s fiscal position in ways that no previous conflict has. The numbers tell the story. Debt to GDP is now projected to reach 75%, up from earlier expectations of 70%. (2/10)
The fiscal deficit is set to widen to 8 % of GDP in 2025. This is the material cost of Israel’s attempt to preserve military primacy in the region. (3/10)
Read 10 tweets

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