The Monocle Daily

Asymmetric warfare from the Strait of Hormuz to Ukraine and Lebanon

10 snips
May 5, 2026
Somnath Batabyal, a SOAS lecturer who offers South Asia on-the-ground analysis, and Isabel Hilton, founder of China Dialogue and China/energy analyst, discuss drone-led asymmetric warfare from the Strait of Hormuz to Ukraine and Lebanon. They explore supply shocks, how low-cost drones unsettle larger militaries, regional economic fragilities, and why major powers are reshuffling their military leadership.
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ANECDOTE

Isabel's Terrifying Net Session In Antigua

  • Isabel Hilton recounts facing fast bowling in Antigua nets and failing to hit the ball.
  • She names Alzari Joseph as the bowler with 90mph deliveries and joked she merely wafted her bat.
INSIGHT

Slow Motion Energy Shock For Asia

  • The Strait of Hormuz supply shock will hit in slow motion, first affecting vulnerable Asian importers before major consumers feel it.
  • Isabel Hilton notes ships still at sea delayed impact, but reserves and pipeline/LNG options mean pain appears over months.
INSIGHT

Fuel Price Spike Risks Local Collapse

  • Local economies in South Asia are highly exposed so fuel price rises can quickly cascade into shutdowns and social unrest.
  • Somnath Batabyal gives concrete examples: glass factories stopping, LPG doubling, and fragile government finances in Sri Lanka and Bangladesh.
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