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Iran Conducts Ballistic Missile Strikes Across the Gulf
SITUATION SUMMARY | Intelligence cut off: 12:30 UTC 28 FEBRUARY 2026
On 28 February, Iran conducted ballistic missile strikes targeting United States military facilities in Kuwait, Qatar, the United Arab Emirates (UAE), and Bahrain in response to joint United States and Israeli airstrikes inside Iran. The strikes targeted US military installations across the Gulf region, including facilities associated with force posture, command and control, and logistics.
In Kuwait, air defence systems have neutralised most incoming missiles. However, “significant damage” has been reported to the runway of an air base hosting Italian air force personnel. Following the attack, Kuwait’s Foreign Ministry declared that it reserves the right to respond in a manner that is “commensurate with the scale and nature of this attack”.
In Bahrain, the service centre of the US Navy’s 5th Fleet has been “subjected to a missile attack”, according to a statement quoted by the state-run Bahrain News Agency (BNA). The headquarters was reportedly hit, and while extent of the damage is unclear, thick smoke has been reported from the Juffair area of Manama. Bahrain’s Interior Ministry has declared that it has started evacuating people from Juffair.
In Qatar, which is home to Al Udeid Air Base, the US’s largest military base in the region, explosions have been heard, and air raid sirens have sounded. Qatar’s defence ministry stated that it “successfully countered a number of attacks targeting the country’s territory”, with reports that a US-made Patriot battery had intercepted an Iranian missile. The attacks caused no damage to the air base, according to Qatar’s interior ministry. Its Foreign Ministry has announced that it reserves the right to respond.
In the UAE, one person had been killed by debris in a residential area of Abu Dhabi following the interception of Iranian missiles.
Direct strikes have not been confirmed in Jordan or Saudi Arabia. Debris has been reported in the governorates of Amman, Zarqa, Jerash, Madaba and Irbid, damaging several buildings. No casualties have been reported.
Saudi Arabian media have reported loud bangs and several heavy explosions shortly after the strikes in Qatar and Bahrain. However, direct strikes on Saudi Arabia are unconfirmed.
Multiple national governments have issued shelter-in-place advisories to their citizens in the affected countries, reflecting the elevated threat environment and the risk of further strikes or indirect impacts.
Iran’s Islamic Revolutionary Guard Corps (IRGC) has stated that “[t]his operation will continue relentlessly until the enemy is decisively defeated”, adding that all US assets in the region constitute a legitimate target. Kataib Hezbollah, an Iraqi paramilitary group, has declared that it will soon begin attacking US bases following strikes which killed two of its fighters in southern Iraq.
Airspaces are closed across at least eight countries, including Iran, Israel, Iraq, Jordan, Qatar, Bahrain, Kuwait and the UAE. Syria also announced it had closed part of its airspace in the south for 12 hours. Numerous airlines have cancelled flights to the region.
Multiple foreign governments have issued shelter-in-place warnings for Kuwait, Bahrain, Qatar, and the UAE.
INTELLIGENCE ANALYSIS
Airspace Closures Spread After Iranian Strikes on Gulf Bases
The Iranian retaliation strikes against US military facilities across the region are a major escalation in comparison to Iranian retaliatory actions during the June 2025 12-Day War. The Iranian ballistic strikes against Al Udeid Air Base near Doha, Qatar, following US intervention in June 2025, were highly likely intended to be subthreshold for further escalation while maintaining deterrence. In contrast, these strikes were likely intended by Tehran to cause maximum damage against US military interests and fulfil the repeatedly stated threat that Iran would do such strikes in retaliation for US-Israeli strikes.
Early indications are that the interception rates have been very high, with the US having engaged in a significant buildup of Terminal High Altitude Area Defence (THAAD) and Patriot anti-ballistic missile air defence systems over the past month. However, early reports indicate that air defences were penetrated by Iranian projectiles at the headquarters of US Navy’s 5th Fleet in Manama, Bahrain. This highlights that even with comprehensive air defence coverage, large-scale Iranian strikes are capable of saturating advanced air defence systems, leading to penetration.
Moreover, the use of ballistic missiles presents a significant risk of collateral impact, particularly from falling debris outside intended target areas, as highlighted by the death of one civilian in Abu Dhabi from debris. Emergency services are also likely to be operating at increased capacity, which may result in longer response times and reduced availability for non-critical incidents.
Further Iranian strikes remain highly likely in the near term and will highly likely prioritise the targeting of US military installations. However, there is a high risk of secondary impacts, including debris from intercepted threats, airspace closures, flight diversions, airport disruption, maritime traffic interference, and wider transport and commercial disruption across the region. Civilian infrastructure in proximity to military facilities is at risk of incidental targeting.
Over the coming days, Iran’s capability to conduct mass large-scale ballistic missile launches capable of penetrating advanced air defences could notably reduce. Iran’s ballistic missile Transporter-Erector-Launchers (TELs) are almost certainly high-value targets for joint US-Israel operations, and their use reduces their concealability. However, airspace closures and disruptions are highly likely to be protracted, and shelter-in-place orders are highly likely to remain in place while Iranian retaliation strikes continue.
If the regime is threatened existentially, Tehran is likely to escalate even further. A currently less likely but most dangerous course of action for Tehran would be to fulfil previously issued threats to launch attacks at US economic interests in the region, particularly oil and gas infrastructure. Furthermore, the Iranian naval forces could attempt to blockade the Strait of Hormuz, a critical maritime chokepoint for the transportation of oil. Finally, Iran’s proxies in Iraq and Yemen could launch their own attacks against US military bases or economic interests in the Arabian Peninsula. Shia militias in Iraq have the capability to conduct attacks into Kuwait, and the Houthis in Yemen are capable of launching missile and long-range drone attacks across the peninsula, in addition to resuming attacks against merchant vessels.
Travel and Safety Guidance for the Middle East
- Avoid all non-essential travel to the Middle East.
- Travellers should follow shelter-in-place orders and advisories, particularly in Iran, Israel, Lebanon, Qatar, Bahrain, Kuwait, the United Arab Emirates, Saudi Arabia, and Jordan.
- Do not conduct travel to the airport until shelter-in-place orders or recommendations are lifted. Once lifted, ensure that booked flights are still running before conducting travel to the airport.
- Ensure that you contact and register with your local embassy or consulate if situated in the Middle East.
- Sign up for government/embassy alerts.
- Avoid all military installations, government buildings, and key infrastructure, which may constitute potential targets.
- Adhere to all instructions issued by authorities.
- Expect the security situation in the region to remain highly unstable in the immediate future. There is an increased risk of further strikes, terrorist attacks, and civil unrest.
- Prepare an essential “go-bag” containing, at a minimum, travel documents, cash, medications, basic supplies, and communication devices in case of evacuation.
- Keep emergency contact numbers saved on your phone, including those for local authorities, medical services, and consular assistance. Ensure mobile devices are fully charged in case of potential power outages.
- Closely monitor alerts from a security provider if available, trusted local news reports and government alerts.

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US and Israel Conduct Major Strikes Against Iran
SITUATION SUMMARY | Intelligence cut off: 08:10 UTC 28 FEBRUARY 2026
At approximately 10:00 Iranian local time on 28 February, the US and Israel conducted strikes against Iran. The strikes followed weeks of escalating regional tensions, large-scale US military build-up across the region and Tehran’s refusal to concede to US demands regarding Iran’s nuclear programme.
Israeli Defence Minister Israel Katz has stated that the attack was a “pre-emptive strike” to “remove threats against the State of Israel”. A senior US official has stated that the strikes were conducted against military targets. Israeli media, citing an Israeli official, has reported that Israel is preparing for several days of conflict with Iran.
US President Donald Trump has said the US has launched “major combat operations” in Iran, stating in a video on Truth Social that “we’re going to destroy their missiles and raze their missile industry to the ground . . . we’re going to annihilate their navy, we’re going to ensure that the region’s terrorist proxies can no longer destabilise the region or the world and attack our forces”. To Iranian citizens, he stated “when we are finished, take over your government, it will be yours to take”.
Early reporting indicates that the operation involved at least three initial strikes delivered by Israel, followed by multiple more strikes delivered by Israel and the US. Iranian media have reported at least three initial strikes in central Tehran, with several further strikes in the north and east of Tehran.
Reported targets include at least six Iranian cities: Tehran, Qom, Kermanshah, Isfahan, Karaj, and Tabriz, as well as Lorestan province. According to Iranian media, explosions have been reported in the district where the supreme leader, Ayatollah Ali Khamenei, reportedly resides, with further explosions taking place in District 11, containing the presidential palace and the National Security Council. Based on initial reports, the strike profile appears to be major.
Initial indications regarding the effect of the strikes are unconfirmed, but Israeli media reports claim that the Commander-In-Chief of the Iranian Army, Amir Hatami, may have been killed in Tehran. Unconfirmed reports indicate that Khamenei was not in Tehran during the initial attack and had been transferred to a secure location. According to Iranian media, President Masoud Pezeshkian is “in full health.”
As of 0810 UTC 28 February, there are reports of Iranian kinetic retaliation being initiated, with Iranian missile launches detected by the IDF. An Iranian official told international media that Iran is preparing for retaliation and that the response is set to be “crushing”.
In Israel, authorities have enacted a “special and permanent state of emergency” and closed the country’s airspace, with Home Front Command / the Israel Defense Forces (IDF) issuing guidance including advising citizens to stay near protected shelters and minimise travel, and announcing the closure of schools, workplaces, and public gatherings. Sirens sounded across Israel at approximately 08:15 Israel local time (06:15 UTC), warning of a possible impending missile attack. The Israeli government has suspended civilian flights to and from the country in the wake of the attack on Iran.
Diplomatic missions have issued advisories for countries across the Middle East. The US has issued shelter-in-place advisories in Israel, Qatar, and Bahrain.
The air and maritime disruption is immediate and almost certain to expand. Authorities are confirmed to have closed the entirety of the airspace in Israel, Iran and Iraq. Flight tracking websites confirm that this has already resulted in major region-wide flight diversions, cancellations, and delays.
INTELLIGENCE ANALYSIS
Elevated Threat Environment Across the Middle East
The strikes almost certainly significantly elevate the risk profile of the entire Middle East. Given the early indications of the significant scale of the attack, major Iranian retaliation is highly likely.
In the immediate term, further airspace closures are highly likely, which will almost certainly further impact air travel and, in some cases, reduce options for evacuation via commercial airlines. Further revisions to government travel advisories are highly likely, and any evacuation of non-essential embassy personnel would likely reduce consular capacity and complicate support to nationals remaining in-country.
The region-wide risk of terrorist attacks, kidnappings, and civil unrest, including the staging of protests targeting US and Israeli businesses and diplomatic missions, has now likely increased.
Potential Retailiation
Although the strikes will likely lead to the degradation of Iran’s capability to retaliate, Iran likely retains multiple means of retaliation through its own ballistic missile and attack drone capabilities, as well as through the activation of its regional proxy forces.
During the June 2025 12-Day War, Iran either used or lost a significant proportion of its ballistic missile and attack drone stockpiles. However, since the 12 Day War, Iran has reportedly expanded production rates, with recent estimates indicating that Iran holds an inventory of approximately 1,500-2,000 ballistic missiles and far higher numbers of long-range attack drones.
While considerably degraded in the various conflicts since October 2023, Iran’s proxy forces retain considerable capabilities across the region. The Houthis in Yemen maintain large stockpiles of missiles and long-range attack drones, which are in range of Israel and all of the Arabian Peninsula. Hezbollah in Lebanon likely retains the capability to conduct attacks into northern Israel, and Iraqi Shia militias are capable of launching rocket and drone attacks from Iraq.
There are numerous possible courses of action for Iranian retaliation, each with variable likelihood and potential impact.
Retaliation Against Israel
It is highly likely that Iran will launch large-scale layered ballistic missile and attack drone strikes against Israel. Attacks on Israel are likely to result in mandatory shelter-in-place orders, business closures, suspension of public gatherings, restrictions on travel, curfews, and other restrictions and emergency protocols.
During the 12-Day War, Iran launched over 500 ballistic missiles and approximately 1,000 attack drones towards Israel. Likely target sets include Ben Gurion International Airport, military bases, government and security facilities, and infrastructure such as ports and energy facilities. Likely due to both intentional targeting and poor accuracy, Iranian retaliation strikes in Israel also almost certainly pose a high risk to civilian-profile targets, including international hotels, in high-density urban areas.
It is likely that Israeli air defence interception will initially be successful at intercepting the vast majority of incoming projectiles, although debris from successful interceptions can still pose a threat to life. However, during the 12-Day War, penetration rates of Iranian ballistic missiles increased from around 8 per cent at the start of the conflict to around 25 per cent at the end. This was likely due to Israeli interceptor shortages and Iran’s increased use of more advanced weapon systems.
Large-scale Iranian strikes against Israel are likely to lead to a protracted closure of Israeli airspace and disruption to regional air traffic. This would almost certainly render air evacuation from Israel unavailable, necessitating alternative options such as potential overground evacuation to neighbouring Jordan or Egypt, or maritime evacuation to Cyprus.
However, in a rapidly evolving and dynamic threat environment, any evacuation plan will need to be tailored to conditions at the time and consider factors like border closures, regional airspace closures, and maritime threat advisories.
Due to Jordan’s geographic location between Israel and Iran, attempted strikes against Israel almost certainly pose a threat of falling debris, unexploded ordnance, and airspace closure. In the medium term, there is an increased risk of civil unrest in Amman, particularly outside the US and Israeli embassies.
Strikes Against Regional US Military Assets
It is likely that Iran, potentially supported by the Yemen-based Houthis, will attempt to conduct attacks against US naval assets operating in the Gulf of Oman, Arabian Sea, or Red Sea, particularly the USS Abraham Lincoln Carrier Strike Group (CSG). The threat environment for maritime transit through these areas is likely to be severe in the event of active hostilities between the US and Iran.
Iranian officials have repeatedly warned that a US attack would result in retaliatory strikes against US bases and facilities across the region. There is a realistic possibility that Iran will launch ballistic missiles towards US bases in Jordan, Bahrain, Kuwait, the United Arab Emirates, Saudi Arabia, or Qatar. Following the US intervention in the 12-Day War, Iran launched 14 ballistic missiles at Al Udeid Air Base near Doha, Qatar. Despite resulting in no casualties, the attack caused notable air travel disruption.
Iranian retaliation strikes against US regional bases would likely lead to significant air travel disruption in the targeted country, a threat of debris from successful interceptions, and the imposition of shelter-in-place orders. Moreover, while strikes in these countries are highly likely to prioritise US military bases, such as Al Dhafra Air Base outside Abu Dhabi, UAE, the targeting of civilian areas cannot be discounted.
Activation of Proxy Forces
Tehran is likely to leverage the capabilities of its proxy forces to retaliate. The Houthis have threatened to restart their anti-shipping campaign and will likely launch long-range attacks against Israel, particularly Eilat, Tel Aviv, and Ben Gurion International Airport. If the conflict escalates, there is also a realistic possibility of the Houthis launching attacks against US bases in the Arabian Peninsula. The Islamic Resistance in Iraq (IRI), the loose network of Iran-backed Shia militias in Iraq, are likely to launch its own attacks against Israel and US military bases in the region.
Lebanese Hezbollah did not intervene during the 12-Day War due to their severe degradation and continued Israeli military pressure. However, particularly if the Iranian regime is existentially threatened, there is a realistic possibility that Hezbollah will conduct attacks targeting northern Israel. This would highly likely lead to major IDF operations in Lebanon, including strikes in southern Lebanon, the Beqaa Valley, and in Beirut targeting Hezbollah senior leadership. Tehran is likely to leverage the capabilities of its proxy forces to retaliate. The Houthis have threatened to restart their anti-shipping campaign and will likely launch long-range attacks against Israel, particularly Eilat, Tel Aviv, and Ben Gurion International Airport. If the conflict escalates, there is also a realistic possibility of the Houthis launching attacks against US bases in the Arabian Peninsula. The Islamic Resistance in Iraq (IRI), the loose network of Iran-backed Shia militias in Iraq, are likely to launch its own attacks against Israel and US military bases in the region.
Lebanese Hezbollah did not intervene during the 12-Day War due to their severe degradation and continued Israeli military pressure. However, particularly if the Iranian regime is existentially threatened, there is a realistic possibility that Hezbollah will conduct attacks targeting northern Israel. This would highly likely lead to major IDF operations in Lebanon, including strikes in southern Lebanon, the Beqaa Valley, and in Beirut targeting Hezbollah senior leadership.
Targeting of Economic and Energy Interests
Tehran is likely to leverage the capabilities of its proxy forces to retaliate. The Houthis have threatened to restart their anti-shipping campaign and will likely launch long-range attacks against Israel, particularly Eilat, Tel Aviv, and Ben Gurion International Airport. If the conflict escalates, there is also a realistic possibility of the Houthis launching attacks against US bases in the Arabian Peninsula. The Islamic Resistance in Iraq (IRI), the loose network of Iran-backed Shia militias in Iraq, are likely to launch its own attacks against Israel and US military bases in the region.
Lebanese Hezbollah did not intervene during the 12-Day War due to their severe degradation and continued Israeli military pressure. However, particularly if the Iranian regime is existentially threatened, there is a realistic possibility that Hezbollah will conduct attacks targeting northern Israel. This would highly likely lead to major IDF operations in Lebanon, including strikes in southern Lebanon, the Beqaa Valley, and in Beirut targeting Hezbollah senior leadership. Tehran is likely to leverage the capabilities of its proxy forces to retaliate. The Houthis have threatened to restart their anti-shipping campaign and will likely launch long-range attacks against Israel, particularly Eilat, Tel Aviv, and Ben Gurion International Airport. If the conflict escalates, there is also a realistic possibility of the Houthis launching attacks against US bases in the Arabian Peninsula. The Islamic Resistance in Iraq (IRI), the loose network of Iran-backed Shia militias in Iraq, are likely to launch its own attacks against Israel and US military bases in the region.
Lebanese Hezbollah did not intervene during the 12-Day War due to their severe degradation and continued Israeli military pressure. However, particularly if the Iranian regime is existentially threatened, there is a realistic possibility that Hezbollah will conduct attacks targeting northern Israel. This would highly likely lead to major IDF operations in Lebanon, including strikes in southern Lebanon, the Beqaa Valley, and in Beirut targeting Hezbollah senior leadership.
Global Impact
Active conflict in the Strait of Hormuz, the Persian Gulf, and adjacent waters is likely to disrupt international shipping and trade. It is estimated that 20 per cent of global daily oil consumption passes through the Strait of Hormuz.
There is an elevated global risk of large-scale and potentially violent civil unrest in response to any potential conflict. Large-scale protests may be staged in major US cities, other Western cities and across the Islamic world. Protests outside of US and Israeli embassies are likely.
Recommendations
- Avoid all non-essential travel to the Middle East.
- Travellers should follow shelter-in-place orders and advisories, particularly in Iran, Israel, Lebanon, Qatar, Bahrain, Kuwait, the United Arab Emirates, Saudi Arabia, and Jordan.
- Do not conduct travel to the airport until shelter-in-place orders or recommendations are lifted. Once lifted, ensure that booked flights are still running before conducting travel to the airport.
- Ensure that you contact and register with your local embassy or consulate if situated in the Middle East.
- Travellers in Israel should familiarise themselves with the nearest air raid shelter and ensure that they have downloaded applications that provide early warning of incoming threats, such as Home Front Command or Red Alert.
- Avoid all military installations, government buildings, and key infrastructure, which may constitute potential targets.
- Adhere to all instructions issued by authorities.
- Expect the security situation in the region to remain highly unstable in the immediate future. There is an increased risk of further strikes, terrorist attacks, and civil unrest.
- Prepare an essential “go-bag” containing, at a minimum, travel documents, cash, medications, basic supplies, and communication devices in case of evacuation.
- Keep emergency contact numbers saved on your phone, including those for local authorities, medical services, and consular assistance. Ensure mobile devices are fully charged in case of potential power outages.
- Closely monitor alerts from a security provider if available, trusted local news reports and government alerts.

Request Evacuation Assistance
If you need secure, coordinated support to move personnel out of a high-risk location, our team is ready to help – quickly, calmly, and with care.
Pakistan strikes Kabul as Afghan Taliban escalate cross-border attacks
SITUATION SUMMARY | Intelligence cut off: 11:45 UTC 27 FEBRUARY 2026
On 26 February, tensions between Afghanistan and Pakistan escalated, with the Taliban-led Afghan government launching strikes on Pakistani military posts along the border. Taliban spokesperson Zabihullah Mujahid described “large-scale offensive operations” against Pakistani military bases and installations along the Durand Line. Both sides exchanged fire overnight, and Afghanistan’s Defence Ministry claimed it destroyed 19 Pakistani posts and two bases, capturing numerous personnel, which Pakistan denies.
Pakistan accused Afghan forces of initiating “unprovoked firing” and launched Operation Ghazab lil-Haq (“Righteous Fury”) in response, declaring an “open war” against Afghanistan. On 27 February, Pakistan launched airstrikes targeting Afghan military facilities in Kabul, Kandahar, and Paktia. At least three explosions were heard in Kabul, and both sides have made competing claims. According to Pakistan’s federal minister for information and broadcasting, Attaullah Tarar, the strikes killed at least 133 Afghan officials and injured over 200.
In response to the Kabul strikes, the Taliban claimed that it conducted drone strikes on Pakistani military targets in Islamabad’s Faizabad district and Nowshahr and Jamrud in Khyber Pakhtunkhwa. Afghan local media have claimed that the airstrikes left “hundreds of dead and wounded”, with unverified videos allegedly showing ambulances rushing to a hospital in Islamabad. According to the Pakistani information minister, no injuries were reported after Pakistan’s air defence system downed all Afghan drones with “no damage to life”.
Following the clashes, Afghan Taliban spokesperson Zabihullah Mujahid released a statement that the Taliban want to engage in talks to resolve the conflict.
There are no confirmed reports that either Pakistan or Afghanistan have formally closed their airspace. Airlines are continuing to operate from Kabul and Islamabad international airport, with some delays.
INTELLIGENCE ANALYSIS
Open Conflict Declared After Afghanistan-Pakistan Border Clashes
The recent escalation comes after Pakistani strikes on alleged Tehrik‑e‑Taliban Pakistan (TTP) camps and hideouts located in Nangarhar and Paktika provinces on 22 February. These strikes followed a series of high-profile terror attacks and increased militancy in Pakistan, particularly from the Tehreek-e-Taliban Pakistan (TTP), which Islamabad has long accused the Afghan Taliban of sponsoring or failing to restrain.
The strikes also follow the 6 February mass casualty attack on a Shia Mosque in Islamabad, which was claimed by Islamic State Pakistan Province (ISPP), which largely derives from Islamic State Khorasan Province (ISKP), a regional branch of IS operating primarily in Afghanistan and parts of western Pakistan.
This escalation marks the first time that Pakistani forces have directly targeted Taliban installations in Kabul. Previous Pakistani strikes in Afghanistan have targeted militant camps and have generally been subthreshold to avoid all out conflict. This almost certainly marks the most significant escalation since the Taliban’s return to power in Afghanistan in 2021.
Pakistan’s armed forces significantly outmatch Afghanistan’s, with roughly 660,000 personnel and extensive materiel, including at least 465 combat aircraft, around 6,000 armoured vehicles, and approximately 4,600 artillery systems. Afghanistan, on the other hand, has approximately 172,000 troops and no functioning air force excluding drones.
A prolonged conflict is highly likely undesirable to both sides. Pakistan has multiple ongoing insurgencies, and a conflict would significantly increase the probability of exacerbating the militant threat, with the TTP highly likely to increase its attack volume against security personnel and civilians in Pakistan in the short-to-medium term. Furthermore, sustained clashes risk significantly disrupting Pakistan’s economy, increasing pressure on an already unpopular government.
For Afghanistan, Pakistan’s military advantage means it can almost certainly impose disproportionate physical and political costs on Afghanistan, including targeting Taliban officials and important military sites. Furthermore, a conflict would almost certainly undermine the Taliban’s attempts to improve external relations and reduce its isolation on the international stage, which has been a primary goal of the Kabul-based Taliban faction.
The Taliban potentially being open to talks almost certainly provides an offramp to Pakistan to de-escalate. However, both governments are likely to face significant internal pressure from their civilian populations to not be perceived as backing down, which risk further escalating the conflict. There is a large degree of disinformation from both countries’ media outlets, as well as on social media, which is highly likely to exacerbate nationalist sentiment. Should the governments be perceived as backing down, protests in major population centres are likely.
If clashes continue to escalate, the Afghanistan and Pakistan governments are highly likely to further restrict border crossings and impose airspace restrictions. The risk of terror attacks in major Pakistani urban centres, including Islamabad, has highly likely further increased.
Travel and Safety Guidance for Afghanistan and Pakistan
- Ensure that you contact and register with your local embassy or consulate if stranded in Afghanistan or Pakistan.
- Avoid all military installations, government buildings, and key infrastructure, which may constitute potential targets.
- Avoid all travel to regions close to the border.
- Ensure you have robust evacuation, communication, and contingency plans in place.
- Adhere to all instructions issued by authorities.
- Expect the security situation in the region to remain highly unstable in the immediate future. There is an increased risk of further strikes, border clashes, and civil unrest.
- Prepare an essential “go-bag” containing, at a minimum, travel documents, cash, medications, basic supplies, and communication devices in case of evacuation.
- Keep emergency contact numbers saved on your phone, including those for local authorities, medical services, and consular assistance. Ensure mobile devices are fully charged in case of potential power outages.
- Closely monitor trusted local news reports and government alerts. Unverified claims and disinformation will almost certainly be widely propagated on social media and unvetted sources.

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Jalisco Security Update After CJNG Retaliation
SITUATION SUMMARY | Intelligence cut off: 15:30 UTC 24 FEBRUARY 2026
The resort town of Puerto Vallarta in Jalisco state, near the border with Nayarit, was severely impacted by the violence following the 22 February raid that killed Nemesio Oseguera Cervantes, known as “El Mencho”, the leader of the Jalisco New Generation Cartel (CJNG).
On the night between 22 and 23 February, several cases of arson, firebombing and vandalism occurred throughout Puerto Vallarta. Gunmen, suspected to be associated with CJNG, carried out an attack at the Ixtapa prison, located approximately 8 kilometres northeast of Puerto Vallarta International Airport, which resulted in the killing of one guard, an unspecified number of injuries, and the escape of 23 inmates.
Across the state of Jalisco, cartel members and other criminals erected dozens of improvised roadblocks, repeatedly attacking transiting vehicles. Levels of violence in Jalisco prompted dozens of flight cancellations and the halting of public transport services in several municipalities.
Mexican authorities have deployed approximately 10,000 additional troops to parts of Mexico that have been affected by the surge in cartel violence, particularly in the states of Jalisco and Nayarit. On 23 February, road-clearing operations were started across Jalisco state to reduce the number of roadblocks. According to authorities, approximately 80 per cent of roadblocks were removed by 23 February. In Puerto Vallarta, 92 torched vehicles were removed on 23 February during road-clearing operations. On the same day, the Mexican Navy deployed the transport vessel ARM Usumacinta to Puerto Vallarta, carrying an estimated 400 troops. The Mexican Air Force has also deployed planes and helicopters to support surveillance.
The most recent update from the US Mission to Mexico on 23 February continues to urge citizens in specific locations to shelter in place until all blockades are cleared. These locations are Jalisco State (including Puerto Vallarta, Chapala, and Guadalajara) and Nayarit State (including the Nuevo Nayarit/Nuevo Vallarta area near Puerto Vallarta).
The advisory states that “the situation has returned to normal” in: Baja California (including Tijuana, Tecate, and Ensenada), Quintana Roo State (including Cancun, Cozumel, Playa del Carmen, and Tulum), Colima, Guanajuato, Estado de Mexico, Nuevo Leon, Oaxaca, Puebla, Queretaro, San Luis Potosi, Sinaloa, Tamaulipas, Veracruz, and Zacatecas.
Regarding air travel disruptions, the US Mission to Mexico states that all airports are open, with most airports operating normally. The US Mission reports having received no indication of security-related flight disruptions to any Mexican airport other than Guadalajara or Puerto Vallarta. In Guadalajara and Puerto Vallarta, some but not all flights have begun departing, with multiple airlines now operating from these airports. The advisory notes that travellers may also be able to book a connecting flight through another Mexican city to leave the country.
INTELLIGENCE ANALYSIS
Southern Jalisco and Nayarit Remain Elevated Risk
While episodes of violence have been recorded in the early hours of 24 February in Guadalajara, there are early signs that the security situation in Puerto Vallarta is improving. The security forces are likely prioritising the security of the tourist resorts and their immediate surroundings, including access roads, transport hubs and key infrastructure.
Jalisco governor Pablo Lemus has announced the resumption of in-person teaching at all levels on 25 February. In Puerto Vallarta itself, available reporting indicates that stores have started to reopen on 23-24 February.
Several airlines have announced they would operate flights to and from Puerto Vallarta on 24 or 25 February, including Air Canada and United Airlines. Others, like Southwest Airlines, have assessed that disruptions will continue until 26 February.
Disruptions for cruise services remain extant. Operators such as Carnival Corporation and Norwegian Cruise Line have stated that they have cancelled scheduled port calls in Puerto Vallarta. Likely, cruise services to Puerto Vallarta will gradually resume during the 25-28 February period.
The large armed forces and security contingent deployed to Jalisco has likely decreased the risk of another severe outbreak of violence in tourist locations like Puerto Vallarta in the short term, whereas isolated episodes of violence, such as targeted killings by cartel operatives, cannot be ruled out. The reduction in the immediate threat of widespread violence will likely allow travellers to conduct road movements on key roadways and between central Puerto Vallarta and the airport, provided they take mitigation measures such as using low-profile vehicles with security-trained drivers who are familiar with the local area.
However, the killing of El Mencho has likely significantly destabilised CJNG and could lead to a fragmentation of the cartel and provoke the outbreak of infighting, similarly to what occurred in the Sinaloa Cartel after its leaders were apprehended. This would likely lead to a longer-term deterioration of the security environment in Jalisco and Nayarit states.
It is important to note that 24 February is Día de la Bandera, a nationwide commemoration which usually coincides with official events in large urban centres. In Puerto Vallarta, past Día de la Bandera events were held in Plaza Armas or at Agustín Flores Contreras Stadium. There is a remote possibility of cartels seeking to disrupt any celebrations or carry out demonstrative and symbolic operations targeting state officials. Travellers should avoid large public events in Puerto Vallarta or other parts of Jalisco.
Travel and Safety Guidance for Mexico
- Expect the security situation in the states of Jalisco and Nayarit to remain unstable in the immediate future.
- Shelter-in-place and avoid any non-essential travel within Puerto Vallarta and other parts of Jalisco due to the risk of military operations and cartel activity.
- If conducting road travel, do so during the day and on key roadways.
- Avoid all large-scale gatherings across Jalisco.
- Closely monitor announcements from local authorities and media sources for any developments that may severely impact the local security environment.
- Adhere to all shelter-in-place warnings until they are lifted.
- Expect heightened travel disruptions due to road obstructions and blockades and subsequent security checkpoints.
- Some roadblocks may be cartel-imposed. If possible, avoid roadblocks.
- When approaching a roadblock, if unable to avoid it, remain in your vehicle with your hands visible, seatbelts on, and windows up. Adhere to all instructions issued by authorities.
- If travel is necessary, avoid road travel outside major routes. Keep to intercity road travel during daylight hours and use pre-arranged transport only. Do not travel after dark.
- Avoid facilities associated with security forces, government institutions and embassies.
- Do not take pictures of government buildings, roadblocks, or ongoing incidents.
- Travellers with upcoming flights to/from/via Mexican airports, especially Puerto Vallarta International Airport (PVR) and Guadalajara International Airport (GDL), are advised to check their flight status with their respective airlines and plan accordingly.
- Keep emergency contact numbers saved on your phone, including those for local authorities, medical services, and consular assistance. Ensure mobile devices are fully charged.
- If available, monitor your intelligence provider’s alerting platform and trusted local media for updates relevant to the unrest.

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CJNG Leader “El Mencho” Killed in Military Operation in Jalisco
SITUATION SUMMARY | Intelligence cut off: 11:00 UTC 23 FEBRUARY 2026
At approximately 13:10 on 22 February, the Mexican Secretariat of National Defence (SEDENA) conducted an operation in Tapalpa, Jalisco State. The operation resulted in the death of Nemesio Oseguera Cervantes, also known as “El Mencho,” the leader of the Jalisco New Generation Cartel (CJNG). Several alleged CJNG members were also killed, and unverified reports claim that either one of Mencho’s sons or his brother-in-law was detained.
A White House spokesperson declared the US provided “intelligence support” for the operation. In early 2026, the US launched the Joint Interagency Task Force-Counter Cartel to cooperate with the Mexican government against cartels on both sides of the border.
In response to the operation, members of the CJNG set multiple vehicles alight across the state of Jalisco and imposed numerous roadblocks, particularly in Puerto Vallarta, Tapalpa, and the Guadalajara Metropolitan Area. Multiple businesses, including supermarkets, banks, and petrol stations, were also targeted in acts of arson. Cartel members in Guadalajara allegedly warned residents to remain indoors or risk being targeted.
All taxis and ride-sharing services have been suspended in Puerto Vallarta, and multiple airlines, including United, Southwest, Delta, Alaska and Air Canada, suspended flights to the affected areas.
The unrest spread to other parts of Mexico, with security officials reporting that over 250 blockades occurred across 20 different states. Local authorities and foreign governments issued shelter-in-place warnings. The Governor of Jalisco urged people to stay in their homes until the situation is under control, and a red alert was issued in Guadalajara. In several states, the suspensions of schools, businesses and public transportation have been reported until at least 23 February.
The US Embassy in Mexico instructed all US government personnel in Guerrero, Michoacán, and Quintana Roo to shelter in place, and directed staff assigned to Consulate General Monterrey to remain within the Monterrey metropolitan area until further notice. The UK’s Foreign, Commonwealth and Development Office (FCDO) urged its citizens to remain indoors and avoid all unnecessary travel.
INTELLIGENCE ANALYSIS
Flights Suspended and Shelter-in-Place Orders Issued across Mexico
As the head of the CJNG, El Mencho was one of the most wanted people in all of Mexico and the US and had a USD 15,000,000 bounty on his head issued by US authorities. Since its founding in 2009, the CJNG has developed into Mexico’s strongest cartel. In 2024, the fracturing of the Sinaloa Cartel after the capture of several of its key leaders allowed CJNG to expand its presence across multiple states, resulting in a nationwide spike in homicides and other violent crimes.
Past cases of arrests or killings of key cartel leaders have resulted in immediate-term waves of violence. For instance, in October 2019, the arrest of Ovidio “El Ratón” Guzmán López, son of Sinaloa boss “El Chapo”, resulted in the outbreak of severe violence in Culiacán, known locally as “Culiacanazo”. Faced with extreme levels of cartel violence, authorities took the controversial decision to release Guzmán.
CJNG will highly likely continue to respond to the killing of its leader with targeted violence against police, authorities, and security forces across its areas of operations, while also staging violent actions aimed at causing major disruptions and undermining the government. The states that will likely be most affected by the violence include Jalisco, Nayarit, Michoacán, Baja California and Baja California Sur, Colima, Tamaulipas, and Sinaloa; areas where the CJNG is most influential.
There is a realistic possibility that the public acknowledgement of US involvement in the killing of the CJNG’s leader has temporarily increased the risk to US tourists, personnel, and businesses in Mexico. The operation follows months of US pressure, threats of military intervention in Mexico, record extraditions to the US and the sharing of intelligence with Mexico. This has resulted in more visible security coordination between Mexico and the US, and an increase in anti-cartel operations in Mexico.
Increased counter-cartel operations have resulted in direct threats from CJNG to target US Border Patrol personnel along the international border. Furthermore, CJNG-aligned elements have reportedly left “narcomantas” (publicly displayed cartel banners) at tourist resorts, warning that US tourists and government officials could face reprisals in response to alleged US involvement in anti-cartel operations.
In the medium term, the death of El Mencho is likely to intensify infighting within the CJNG, with different factions likely seeking to inherit control over the cartel. This would mirror the case of Sinaloa, whereby following the arrests of “El Chapo” and “El Mayo”, the cartel’s historic leaders, Sinaloa fragmented among various factions, which are currently engaging in an internal war. Possible splinters or rival CJNG factions are likely to prioritise securing access to key revenue-generating areas and smuggling routes.
Travel and Safety Guidance for Mexico
- Expect the security situation in the region to remain unstable in the immediate future.
- Stay inside and avoid any non-essential travel within Mexico due to the risk of military operations and cartel activity.
- Closely monitor announcements from local authorities and media sources for any developments that may severely impact the local security environment.
- Adhere to all shelter-in-place warnings until they are lifted.
- Expect heightened travel disruptions due to road obstructions and blockades, and subsequent security checkpoints.
- Some roadblocks may be cartel-imposed. If possible, avoid roadblocks.
- When approaching a roadblock, if unable to avoid it, remain in your vehicle with your hands visible, seatbelts on, and windows up. Adhere to all instructions issued by authorities.
- If travel is necessary, avoid road travel outside major routes. Keep to intercity road travel during daylight hours and use pre-arranged transport only. Do not travel after dark.
- Avoid government institutions and embassies.
- Do not take pictures of government buildings, roadblocks, or ongoing incidents.
- Travellers with upcoming flights to/from/via Mexican airports, especially Puerto Vallarta International Airport (PVR) and Guadalajara International Airport (GDL) are advised to check their flight status with their respective airlines and plan accordingly.
- Keep emergency contact numbers saved on your phone, including those for local authorities, medical services, and consular assistance. Ensure mobile devices are fully charged.
- If available, monitor your intelligence provider’s alerting platform and trusted local media for updates relevant to the unrest.

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Heightened Security and Unrest Risk in Bangladesh
SITUATION SUMMARY | Intelligence cut off: 15:00 GMT 09 FEBRUARY 2026
On 12 February, Bangladesh is holding general elections and a constitutional referendum. The vote is the first since the 2024 July Revolution, which toppled the government of former Prime Minister Sheikh Hasina. The elections are being contested by thousands of candidates at both the local and national levels. Around 127 million people are eligible to vote at the 42,761 polling centres distributed nationwide.
Bangladesh is currently undergoing a period of severe instability, marked by protracted street clashes and mob violence, often along political, religious, or ethnic lines, which has caused hundreds of deaths since the July Revolution.
Due to the extent of the security risks associated with the vote, the interim government has pledged to deploy extraordinary security measures, including redirecting military and border police personnel to law enforcement duties coinciding with the vote. On 8 February, the Election Commission (EC) declared that around 971,000 security personnel will be deployed as part of this programme, “for seven days [after] the polls”, at least.
Authorities have also claimed that, starting two days before the vote, between 16 and 18 security personnel will be deployed at each polling station, with higher manpower devoted to “vulnerable” areas. Moreover, the EC has announced that only selected officials will be able to enter “within a 400-yard radius” of the polling stations with mobile phones.
Other notable restrictions imposed during the voting period include a daily cap (BDT 10,000), announced by the Bangladesh Bank (BB) on person-to-person internet banking transactions, which will be in place until 23:59 (local time) on 12 February. This was justified by authorities as an anti-corruption measure.
INTELLIGENCE ANALYSIS
High Likelihood of Election-Day Political Violence in Bangladesh
There is a high likelihood of political violence on election day, and in the days immediately before and after the vote. There have already been high levels of violence, with clashes between supporters of the two major parties – the Bangladesh Nationalist Party and Jamaat-e-Islami – in the final days of the electoral campaign. Furthermore, several party leaders have warned that their opponents are planning to commit electoral fraud, allegations that have been further “validated” by a spike in online disinformation.
Some party leaders have also asked their supporters to act as de facto vigilantes, going to voting stations to “monitor” that no fraud takes place. Following the mobile phone ban, local media reported that multiple parties have threatened to “besiege” the EC, claiming that the measure is unwarranted and unjust. It is highly likely that both domestic and international actors will increase the volume of fraud claims on election day and during the vote-counting process.
On 12 February, there is a high likelihood of unrest near polling centres, local and national party offices, and government structures, as supporters of opposing parties could engage in confrontations while “monitoring” the vote. The harassment of voters (particularly those from religious and ethnic minorities) and journalists near polling stations cannot be ruled out. There is a realistic possibility that the authorities will impose internet blackouts in response to unrest or violence, limiting situational awareness on the ground.
Foreign nationals or assets are likely to be at an increased risk of violence. Embassies and other diplomatic offices will likely have a heightened risk of being targeted during the voting period and following the vote. This is due to repeated and widespread allegations of foreign attempts to meddle in the elections.
Travel and Safety Guidance for Bangladesh
- Avoid all major government buildings, polling stations, military barracks, universities, and police facilities.
- Reassess travel to large Bangladeshi urban areas on election day and in the days immediately following the vote.
- If already in-country, minimise travel to city centres.
- If travel is necessary, allocate additional time for all road movements.
- Plan for internet and communications disruptions; ensure you have emergency contacts saved on your phone and plan any potential travel routes. Emergency contacts should include the local authorities, medical facilities, and any consular support.
- Consider using a virtual private network (VPN) to mitigate the impact of internet geo-blocking.
- Ensure that mobile phones and other electronic devices are charged in case of any loss of electricity.
- Avoid displaying national, political, or religious symbols.
- Closely monitor announcements from local authorities and media sources for any developments that may severely impact the local security environment.
- Avoid all areas of potential unrest due to incidental risks to bystanders. If caught in unrest, travellers should move with the crowd until they find the nearest opportunity to escape.
- Always follow all instructions and orders from security forces. Where possible, avoid areas of active unrest and remain in a secure accommodation.
- Prolonged civil unrest can disrupt travel, especially if protesters begin targeting airports. Travellers should have contingency measures in place, including evacuation plans and reliable access to food, water, and medication.
- If caught in the vicinity of a security incident, seek shelter immediately and leave the area if safe to do so. Continue to adhere to all instructions issued by authorities and obey any security cordons in place.
- If available, monitor your intelligence provider’s alerting platform and trusted local media for updates relevant to the unrest.

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Bangladesh Holds First Elections Since 2024 Revolution
On 12 February, over 127 million Bangladeshi citizens will be eligible to cast their votes for the first time since the 2024 July Revolution, which toppled the 15-year government of Prime Minister Sheikh Hasina and her Awami League (AL) party. Voters will elect 300 members of the Jatiya Sangsad, the 350-member national parliament. The remaining 50 parliament seats are reserved for women and are assigned proportionally by the other MPs. Voters will also decide on the July Charter, a constitutional reform framework agreed upon by 30 parties following the uprising.
Dozens of parties have fielded more than 1,900 candidates to contest the 300 seats. However, the electoral campaign has evolved into a two-sided contest. On one side, the big-tent Bangladesh Nationalist Party (BNP) is leading the polls. Before the revolution, BNP was the main opposition party in Bangladesh. Since AL was banned in May 2025, BNP has managed to attract large swathes of supporters of the previous government.
Opposing it is a coalition, known as the “Like-minded 11 Parties” or “United Bangladesh”, founded in October 2025. The group is led by the other two major players in Bangladesh’s post-revolution political scene: the long-established Islamist party Jamaat-e-Islami (JI), which has emerged as a leading force on the right after years of marginalisation under Hasina, and the new, student-led National Citizen Party (NCP).
NCP, which was founded after the uprising, initially emerged as a reformist, progressive force. However, it has struggled to translate street support into electoral momentum. Its alliance with JI, which places it within a de facto right-wing Islamist coalition, has led to significant infighting, further weakening the party. In January 2026, 15 NCP party leaders resigned over the coalition deal.
The vote will take place amid high levels of mob violence and political clashes, often driven by the various parties’ youth wings. Hundreds of politically motivated assassinations or mob killings have occurred since the revolution, with political groups violently competing to “inherit” the spoils system that had previously been controlled by AL. Moreover, labour disputes, growing crime rates, socioeconomic grievances, a structural decline in the economically vital garment manufacturing sector, and an increase in sectarian violence in the restive Chittagong Hill Tracts region have all contributed to creating a highly unstable electoral campaign, and have resulted in major concerns over Bangladesh’s future political, economic and security trajectory.
Reflecting the high levels of insecurity, on 5 February the UK’s Foreign, Commonwealth, and Development Office (FCDO) updated its Bangladesh travel advisory to recommend “against all but essential travel” to the country.
ASSESSMENT
Disinformation and Close Results Likely to Drive Instability in Bangladesh
The two votes are likely to be very differently contested. The referendum will highly likely return a resounding victory for the “Yes” vote, as the July Charter remains backed by all the major parties as well as the incumbent interim government. However, the parliamentary vote will likely be deeply competitive.
The failure of the NCP to organise effectively and to build a significant base of support has made it likely that the elections will be a contest between the BNP and JI. This dynamic is likely to be conducive to growing ideological polarisation and street violence. Throughout January 2026, several episodes of violent clashes between BNP, JI, and other parties’ canvassers have occurred across the country, injuring dozens of people.
A key test for the stability of post-electoral Bangladesh will be whether there is a general acceptance of the outcome of the 12 February vote. Several factors are likely to hinder such a scenario. First, current polls indicate a close contest between BNP and JI. There is a realistic possibility that polls will return a close or uncertain result, which could prolong the vote-counting period and delay the release of final tallies.
Second, several leaders have publicly warned of “plots” to doctor the results. These statements could constitute attempts to lay the foundations for a rejection of the vote as invalid. Finally, local media have reported on a growing spread of online disinformation targeting the election, often leveraging Artificial Intelligence-generated content. The spread of fake or misleading stories online has become a key driver of mob violence in Bangladesh and is likely to intensify during and after the vote.
Deep political polarisation and the spread of online disinformation have a realistic possibility of inciting “vigilante” violence by political activists targeting poll workers or voters during and after voting procedures. In the days immediately following the vote, further cases of mob violence targeting officials, candidates, and elected representatives, as well as inter-party clashes, remain likely. Attacks on foreigners, minorities, or foreign-owned businesses are also possible, particularly if claims of “foreign involvement” in the election were to spread online. For example, previous cases of mob violence have targeted American-owned businesses or businesses perceived to be pro-American or pro-Israeli.
In the medium term, instability and violence are likely to remain pervasive. The likelihood of further insecurity will largely depend on the parties’ acceptance of the election outcome. In a scenario where this occurs, possibly via a commitment by the parties to respect the electoral results, Bangladesh could reach a level of greater political stability. Pre-election commitments, however, would need to be paired with assurances that the new opposition will not be marginalised from the policymaking process. These dynamics would need to involve at least the three major parties, but could be extended to other key political players. This, of course, would not eliminate other pre-existing issues, such as the economic and labour-related challenges faced by Bangladesh, but would likely reduce the short-term threat of political violence.
A more likely scenario involves the elections resulting in protracted political instability. In this scenario, competition for control of the patronage networks left behind by AL’s collapse prevents the parties from reaching a meaningful agreement. Even if the central leadership acquiesces to a deal, local and student chapters, who are more dependent on local patronage networks, are likely to continue violently competing. Smaller groups marginalised under Hasina are expected to exploit the opportunities created by the revolution, but are likely to react negatively to any indication that they will continue to be excluded from any form of political influence.
In any scenario involving long-term political instability, economic instability is likely to deteriorate. Foreign direct investment (FDI) would likely decrease, especially in key industrial sectors, as investors delay commitments or reallocate capital to more stable markets and political environments in the region, such as India, Indonesia, Vietnam or Cambodia. In the fiscal quarter following the July Revolution in 2024, FDI inflows to Bangladesh dropped by 71 per cent, as investors avoided the country due to deadly political unrest, labour agitation and high degrees of political and economic uncertainty.
Failure to achieve any meaningful form of political stability or cohesion in Bangladesh is likely to reinforce the country’s economic and security issues. In turn, prolonged instability is conducive to worsening recurrent cycles of economic disruption, labour unrest, political violence, deteriorating crime rates and sectarian tensions, many of which remain unresolved.

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Mosque Bombing in Islamabad Triggers Security Alert
SITUATION SUMMARY | Intelligence cut off: 15:00 GMT 06 FEBRUARY 2026
During Friday prayers on 6 February, at approximately 13:30 Pakistan Standard Time, a bomb exploded at the Shiite Khadijatul Kubra Mosque in the Tarlai Kalan area on the outskirts of Islamabad. The blast killed at least 31 people and wounded 169 others. Some of the wounded are in critical condition, and the death toll is highly likely to rise. Police and eyewitness accounts confirm that the attack was a suicide bombing.
The defence minister stated that security guards had challenged the attacker when he was trying to enter, and he opened fire in response. The attacker then “blew himself up, standing in the last row of worshippers.” According to a witness statement, one other attacker was present but fled before the detonation.
Authorities have cordoned off the area and have launched an investigation into the attack. President Asif Ali Zardari and Prime Minister Shehbaz Sharif condemned the attack and declared that all possible medical assistance would be provided for the wounded. 25 ambulances have been sent to Islamabad from the bordering Punjab region to assist. An emergency has been declared across major hospitals in Islamabad and Rawalpindi.
No group has yet claimed responsibility for the attack. Pakistan’s Defence Minister Khawaja Asif has alluded that Afghanistan and India were responsible for the attack, declaring on X that “it has been proved the terrorist involved in the attack travelled to and from Afghanistan. The collusion between India and Afghanistan is being revealed.”
INTELLIGENCE ANALYSIS
Islamabad Attack Likely Linked to TTP or ISKP Militant Networks
Multiple militant groups operate in Pakistan, but the attack was highly likely conducted by either the Tehrik-i-Taliban Pakistan (TTP) or Islamic State Khorasan Province (ISKP).
The TTP has claimed responsibility for numerous attacks in Pakistan’s major cities, including a 2014 attack on Jinnah International Airport in Karachi, a 2017 suicide bombing in Lahore, and a 2023 attack on a police headquarters in Karachi. The TTP has previously targeted Islamabad, attempting a suicide bombing in Islamabad’s government district in December 2022. In August 2025, Pakistan’s intelligence agency announced that it foiled a planned TTP suicide car bombing. In November 2025, the TTP detonated a bomb outside Islamabad’s District Judicial Court complex.
ISKP has also claimed responsibility for numerous attacks in the country. Person-borne improvised explosive devices (PBIEDs) are often used by the group; however, most of ISKP’s attacks in Pakistan have taken place in Balochistan and Khyber Pakhtunkhwa, and the group is not thought to have conducted any attacks in Islamabad in recent years.
Both the TTP and ISKP have conducted attacks against Shia Muslims in Pakistan before. Moreover, both militant groups have absorbed fighters from Lashkar-e-Jhangvi (LeJ), a now-dissolved militant group with a long history of anti-Shia violence.
The attack comes amid heightened tensions between Afghanistan and Pakistan. Islamabad has frequently accused the Afghan Taliban-led government of allowing militant safe havens across the border, from which attacks are launched into Pakistan. Recent tensions escalated into airstrikes conducted by Pakistan on TTP targets in Kabul on 15 October 2025, following TTP raids on Pakistani military posts along the Afghanistan-Pakistan border that killed 11 on 11 October.
There is a realistic possibility that Pakistan will conduct further cross-border strikes into Afghanistan targeting militant hideouts. Additionally, Islamabad may suspend ongoing diplomatic engagement, fully close partially open border crossings, and/or impose further travel restrictions on Afghan nationals.
A heightened security presence across major cities in Pakistan is highly likely, with increased security checkpoints, road closures, and military deployments. Heightened security will likely lead to increased travel disruptions in the short term, particularly around major hospitals. Intensified security operations in the border regions of Khyber Pakhtunkhwa and/or Balochistan are also likely.
Given that the attack targeted Shia Muslims, the terror attack is likely to inflame sectarian tensions. Shias make up approximately 10 to 15 per cent of Pakistan’s population and have been targeted in numerous acts of terrorism in recent years, including the 2019 Quetta market bombing. Shia political and religious leaders are highly likely to call for stronger security measures, and there is a realistic possibility of protests from Shia groups.
Travel and Safety Guidance for Islamabad, Pakistan
- Closely monitor local news reports and government alerts.
- Adhere to all instructions issued by authorities.
- Avoid travel to Tarlai Kalan in Islamabad.
- Delays and increased traffic are likely to persist in Islamabad. Allocate additional time for all road movements in Islamabad.
- Avoid all travel to the vicinity of government offices, diplomatic and military facilities, and police stations in Pakistan.
- Heed any evacuation orders and travel to government-issued meeting points if ordered to do so.
- Ensure you are carrying the necessary documents.
- Prepare an emergency ‘go bag’ with essentials such as bottled water, batteries, important documents, and medications.
- Consider alternative working arrangements (i.e. remote work) if possible.

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Israeli President Herzog to Visit Australia Amid Heightened Tensions
SITUATION SUMMARY | Intelligence cut off: 14:30 GMT 06 FEBRUARY 2026
Israeli President Isaac Herzog is scheduled to visit Australia between 8 and 12 February. Herzog will land in Sydney and then visit Canberra and Melbourne. He will meet several members of the local Jewish community and Australian political figures.
Australian Prime Minister Anthony Albanese invited Herzog to Australia in the aftermath of the December 2025 Bondi Beach terror attack in Sydney, when two Islamic State (IS)-inspired attackers opened fire on a Hanukkah celebration on the beach, killing 15 people and wounding more than 40.
Following the announcement of the visit, several protests were held in Australia, including a large rally in central Sydney on 2 February.
Several protests are scheduled to take place during Herzog’s visit, as part of a “National Day of Action” organised by Australian pro-Palestine groups and promoted by international organisations such as Amnesty International. In Sydney, a protest is planned for 9 February, starting at 17:30 (local time). Protesters are planning to march in the Central Business District (CBD), from the Town Hall to the New South Wales (NSW) Parliament House. Further protests are scheduled to occur between Hyde Park and Belmore Park.
Protests on the same day will also be held in other cities, including:
- Melbourne (Flinders St. Station area)
- Perth (Forrest Pl.)
- Canberra (Garema Place)
- Darwin (Parliament)
- Brisbane (King George Sq.)
- Adelaide (Parliament)
NSW police have issued a Public Assembly Restriction Declaration (PARD) for the CBD (excluding Hyde Park) and parts of eastern Sydney. The PARD framework excludes protests from being protected under the Summary Offences Act, meaning that police have increased powers to detain attendees.
INTELLIGENCE ANALYSIS
High Likelihood of Large-Scale Protests and Arrests in Australia
Following the October 2025 ceasefire in the Gaza Strip, large-scale pro-Palestine protests have continued to occur regularly in Australia, often coinciding with events involving Israeli figures or companies.
Several of these protests have been characterised by clashes. For instance, in early November 2025, pro-Palestine protesters clashed with police outside the Sydney International Convention Centre, which was hosting an expo attended by weapons manufacturers. In September 2024, protesters and police clashed during a similar expo in Melbourne, with the protests resulting in more than 110 arrests.
It is highly likely that the protests scheduled to occur during Herzog’s visit will attract thousands of attendees, particularly in Sydney. In Sydney, the planned protest route passes through the CBD and will therefore be subject to PARD. Consequently, there is a higher likelihood of police carrying out mass arrests, which would likely lead to clashes.
If significant clashes break out, police may deploy pepper spray, tear gas, stun grenades and rubber bullets. Protests are highly likely to disrupt traffic in Sydney, possibly blockading key roadways like Anzac Bridge, Sydney Harbour Bridge (as during previous pro-Palestine protests), A4, Park Street, King Street, William Street, and Druitt Street.
While the 9 February protests in Sydney are likely to be the largest, it is highly likely that smaller protests will be held throughout Herzog’s visit throughout the country. Moreover, previous pro-Palestine protests in Australia have been attended by counterprotests, and there is a realistic possibility of clashes between opposing protester groups.
Extremist violence targeting protest attendees, possible counter-protesters, or Jewish individuals and places of worship cannot be ruled out. In late January, police detained a 19-year-old Sydney resident for allegedly threatening to assassinate Herzog. Moreover, several calls for violence against Herzog have appeared on social media, including appeals to extremist groups to join the protests.
Travel and Safety Guidance for Australia
- Closely monitor local news reports, government alerts, and a travel risk management provider’s alert feed for updates relevant to the demonstrations.
- Avoid the designated protest locations in large Australian cities.
- Avoid the CBD area in Sydney throughout 9 February.
- If travelling near protest locations, it is advised to avoid, if possible, carrying identifiable national or religious symbols.
- If caught in a protest, try to move away if it is safe to do so, and always abide by authority directions.
- If you are unable to leave, take precautions to minimise risks. These include moving away from hard barriers, remaining upright, and moving with and not against the crowd.
- Have emergency contact numbers saved on your phone. These should include local authorities, medical facilities and any consular support. Ensure that mobile phones are charged ahead of travel.

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Thailand Holds General Elections After Parliament Dissolution
On 8 February, Thai citizens will vote to elect members of the House of Representatives, the lower house of the National Assembly, following its dissolution in December 2025. 500 seats are up for election, with 400 chosen by constituency and the remaining 100 allocated to political parties in proportion to their nationwide vote share. 251 parliamentary votes are required to elect a prime minister, which is typically achieved through post-election coalition negotiations between multiple parties. The election must be certified within 60 days, by 9 April, and the parliament must convene within 15 days of election results being confirmed.
A referendum is also scheduled for the same day to determine whether to replace the current constitution, which was only enacted in 2017. Thailand’s Constitutional Court ruled in September 2025 that drafting a new constitution requires three referendums. The first would approve the initiation of the drafting process; the second would focus on the draft’s key principles and approach; the third would constitute final approval of the draft.
57 parties have registered to take part in the election, but three main parties will be the primary contenders: the ruling conservative Bhumjaithai Party (BJT), the progressive reformist People’s Party (PP), and the populist Pheu Thai Party (PTP). Incumbent Prime Minister Anutin Charnvirakul is representing BJT. PP and PTP are the third incarnations of previous parties dissolved by the Thai courts for legal or technical breaches.
ASSESSMENT
Southern Insurgency Likely to Escalate During Thai Election Period
Thailand’s current constitution was adopted in 2017 following a political crisis, which led to the removal of Yingluck Shinawatra in a military coup in 2014. As it was drafted under a military junta, the current constitution was approved in a tightly controlled referendum and is viewed as granting excessive power to the Senate, which has the authority to approve the prime minister and members of numerous independent bodies, including the Thai Constitutional Court. Many Thais view the constitution as imposed rather than chosen and have demanded reforms.
The election is taking place amid a broader political crisis. The border dispute with Cambodia, which led to direct fighting in July and December 2025, triggered the expulsion of former Prime Minister Paetongtarn Shinawatra (niece of Yingluck and daughter of former prime minister Thaksin Shinawatra, both members of PTP or one of its predecessors) after she expressed deference to the Cambodian former leader Hun Sen and criticised the Thai military in a leaked phone call.
Her successor, Anutin Charnvirakul, who took power in September, has faced heavy criticism over his minority government’s handling of the flooding in southern Thailand in November, which left at least 176 people dead. Adding to this was PP’s pulling of support from the BJP and its looming vote of no confidence over its alleged failure to honour promises to reform the constitution, compelling Anutin to dissolve parliament and call a general election in December.
A coalition government is the expected outcome of the election, with no party likely to win an outright majority. According to recent polling by Suan Dusit, respondents to a 28 January poll backed BJP by 21.14 per cent, PP by 21.11 per cent, and PTP by 17.56 per cent. 23.85 per cent of respondents were “still undecided”, suggesting that there could be a large disparity in electoral results from the polling. In a 6-9 January poll, PP leader Natthaphong Ruengpanyawut was the top choice for prime minister for 31.99 per cent, with PTP leader Yodchanan Wongsawat second on 17.45 per cent, and the incumbent Anutin third on 15.14 per cent. However, BJP’s polling has likely been inflated by a surge in nationalism linked to the ongoing Thailand-Cambodia border dispute and could diminish in the lead-up to the election, should the current ceasefire continue to hold.
Despite its popularity in the polls, PP faces potential legal action from the National Anti-Corruption Commission (NACC) that could bar dozens of its members from running for attempting to amend Article 112 of the Criminal Code, Thailand’s royal insult (lèse-majesté) law, in 2021. The amendment sought to reduce penalties, narrow who could file complaints, and limit what constitutes an offence. While procedurally lawful within parliament, the proposal was later characterised by opponents as an abuse of office and an act undermining the constitutional order.
In the 2023 election, PP’s progenitor party, Move Forward, which openly campaigned on amending Article 112, won 151 seats in parliament, the most votes of any party, but was blocked from power by lawmakers tied to the royalist military due to its support for the amendment. Its prime ministerial candidate, Pita Limjaroenrat, was subsequently suspended from parliament and later barred from politics after Thailand’s Constitutional Court ruled that his candidacy violated electoral law, effectively preventing him from assuming office.
Since then, PP has moderated its position during this electoral campaign, dropping the call to change Article 112 and softening its stance on the military, which it previously wanted to drive out of politics. Even so, PP’s historical backing of the amendment almost certainly exposes the party to political pressure and, in extremis, potential bans from candidacy.
Should PP receive the most votes but be barred from candidacy, widespread protests are highly likely, as was observed in 2023. These would highly likely be led by the Thai youth, who make up a large part of the reformist parties’ support base. Previous bouts of major unrest mixed with institutional paralysis have triggered coups from Thailand’s powerful military on numerous occasions. This is unlikely to occur again in the short-term due to independent mechanisms typically now being preferred tools for managing political crises in Thailand in an effort to increase democratic legitimacy. However, if protests become widespread, violent, and sustained, with a political deadlock over the election winner, this would highly likely increase the risk of a coup.
Large-scale unrest is not the only potential physical risk likely to increase in Thailand during the electoral campaign. Thailand has been experiencing an ongoing separatist insurgency since 2004 in the southern provinces of Pattani, Yala, Narathiwat, and parts of Songkhla. Insurgents have traditionally increased attacks during electoral cycles to undermine the central government and achieve maximum publicity for their cause. In 2023, insurgents set fire to cell phone towers and tyres across Yala, Pattani, and Narathiwat provinces. During the election periods in 2011 and 2014, insurgent activity increased around polling and campaigning phases, marked by attacks on infrastructure, local officials, and security forces.
On 11 January 2026, a series of coordinated bomb and arson attacks targeted PTT petrol stations across Thailand’s Deep South, injuring at least four. A member of the largest insurgent group, Barisan Revolusi Nasional (BRN), has since declared that the group is “likely to conduct attacks like arson, shootings and bombings to remind political parties of their demands” around the general election. Further attacks in the run-up to the election are likely, with incidents likely to be contained to the southern border provinces of Pattani, Yala, Narathiwat, and parts of Songkhla, and designed to generate publicity and exert political pressure, rather than cause mass casualties. However, attacks on Thai Buddhists, state officials, military personnel, police officers, and local Muslims perceived as cooperating with the authorities have increased in recent years, and there is a realistic possibility that more hardline elements of the insurgency will conduct more deadly attacks during the electoral period.

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Costa Rica Holds General Elections on 1 February
Costa Rica will hold general elections on 1 February to elect the president, the two vice presidents, and the 57 members of the Legislative Assembly. To be elected president, a candidate must secure at least 40 per cent of the vote in the first round. If that does not occur, the two candidates who received the most votes will compete in a run-off election on 5 April. If multiple candidates cross the 40 per cent threshold, the one who receives the most votes is elected president in the first round. Legislative Assembly seats are assigned via proportional representation across the country’s seven electoral districts.
Current polls indicate that Minister of National Planning and Economic Policy Laura Fernández Delgado is a clear favourite to win the first round. Polling from 21 January suggests she is approaching the critical 40 per cent mark, providing her with a realistic possibility of securing an outright first-round victory if current support levels are maintained. Fernández is running for the right-wing populist Sovereign People’s Party (PPSO), which was only founded in 2022. She also has the backing of incumbent President Rodrigo Chaves, who is currently an independent and barred from running for re-election.
Several candidates are competing for a possible second spot in the runoff, although they are all polling below double digits. They include: Álvaro Ramos Chaves, of the centrist National Liberation Party (PLN), Fabricio Alvarado, an Evangelical singer who heads the conservative New Republic Party (PNR), Claudia Dobles Camargo, the former first lady of Costa Rica who is supported by the centre-left National Democratic Agenda (AND) coalition, and Ariel Robles Barrantes, of the democratic socialist Broad Front (FA).
ASSESSMENT
Crime Surge and Mano Dura Proposals Shape Voter Sentiment
The elections occur at a time of increasing political turmoil in Costa Rica. President Chaves is currently involved in a conflict with the Supreme Electoral Tribunal (TSE) and has survived two attempts to strip his electoral immunity over suspected electoral violations. This instability was highlighted on 19 January, when the head of Costa Rica’s intelligence agency reported that it had received information about a plot to assassinate Chaves ahead of the vote, although the activist who was accused has denied the allegations and suggested they were politically motivated.
Moreover, the crime rate has increased significantly, which has largely been attributed to the spread of transnational organised criminal groups since the late 2010s. In 2023, the murder rate reached 17.2 per 100,000, around 40 per cent higher than its previous peak in 2017. Increasing crime rates have resulted in growing public scepticism towards the political class. According to polls, large sections of the electorate have become disillusioned with the existing parties, with up to half of voters still undecided regarding their preferred candidate.
Law and order and the fight against corruption are highly likely to be the main issues during the electoral campaign, mirroring patterns observed in other Latin American states. In countries like Chile, Honduras, and Ecuador, leaders have increasingly responded to these concerns with promises to implement Mano Dura (“Iron Fist”) policies. Such policies have been characterised by mass detentions, increased police powers, and the curtailing of civil liberties. Mano Dura’s application by the government of El Salvador, which resulted in a sharp decrease in the violent crime rate, has become a model for other Latin American nations seeking to combat organised crime.
Fernández, expanding on Chaves’s positions, has pledged to implement Mano Dura in Costa Rica, vowing to build a “maxi-prison” like El Salvador’s CECOT facility, curtail civil rights in high-crime areas, and extradite Costa Ricans involved in organised crime to other countries, especially the US. These hardline stances, combined with Chaves’s enduring popularity (likely bolstered by the president’s clash with the legal “establishment”, have likely solidified Fernández’s primacy in the polls.
Still, Fernández’s victory, while highly likely due to the significant divisions within the opposition, is not certain. If the vote goes to a runoff, her competitor will almost certainly have an opportunity to unify at least part of this fragmented vote. However, the low levels of disillusionment within the electorate may make a significant swing in support between the two rounds unlikely.
Costa Rica has a long history of stable and peaceful political transitions. However, the country has had occasional waves of large-scale unrest, which have at times turned violent. The latest occurred in 2018, when labour unions staged a three-month strike over a proposed tax reform. The strike was marked by widespread and sometimes violent clashes between authorities and the protesters, as well as multiple incidents of vandalism.
It is unlikely that the upcoming vote itself will trigger large-scale violent unrest in Costa Rica. However, persistent political tensions, particularly the unresolved dispute between the executive and the TSE, could become catalysts for broader instability depending on the policies adopted by the incoming administration in its early months. The potential and controversial implementation of Mano Dura–style security measures is likely to result in significant division. While rising crime rates and the threats associated with transnational organised crime groups will almost certainly be leveraged to justify their implementation, for many, such draconian policies will likely be interpreted as a state overreach in a country that has traditionally championed democratic institutions and civil liberties, and which has historically been less affected by violent crime than many of its Central American neighbours.

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Post-Election Violence Reported Near Kampala, Uganda
SITUATION SUMMARY | Intelligence cut off: 15:30 GMT 18 JANUARY 2026
On 15 January, voting took place for general elections to elect the president and members of parliament. While the initial stages of the voting process were peaceful, violence broke out overnight in Butambala, approximately 55 kilometres southwest of Kampala. According to Muwanga Kivumbi, a senior member of parliament for the National Unity Platform (NUP), security forces stormed his home and shot ten members of his campaign team after hundreds of his supporters had gathered there after voting ended. His supporters fled following the shooting. However, according to local police spokesperson Lydia Tumushabe, a group of “NUP goons” had planned to burn down local polling and police stations. 25 people were reportedly arrested.
In Luweero, 40 kilometres north of Kampala, protests occurred overnight on 15 to 16 January after security personnel blocked voters from accessing the Luweero Islamic Primary School polling station, where vote counting was underway. Security forces responded with tear gas and live ammunition, killing at least three people and arresting 34 as protesters mounted barricades and burned tyres along the Kampala-Gulu highway, disrupting traffic.
Voting occurred amid a nationwide internet blackout. On 13 January, Uganda’s communications authority pre-emptively ordered all service providers to suspend internet access. The decision was justified in terms of public safety, to prevent “online misinformation, disinformation [and] electoral fraud… as well as preventing [the] incitement of violence”. The move comes after the Uganda Communications Commission (UCC) announced that speculation regarding the suspension of the internet was “mere rumours” days prior.
Vote counting is underway as of the time of reporting, with results due to be published within 48 hours of polling closing, before 17:00 local time on 17 January. According to preliminary leaked results, 60 per cent of votes have been counted, with Incumbent President Yoweri Museveni of the National Resistance Movement (NRM) winning around 75 per cent of the votes, and primary challenger Robert Ssentamu (Bobi Wine) of the National Unity Platform (NUP) receiving around 20 per cent.
Wine has accused the government of electoral fraud, posting on X that “[s]everal incidents of ballot stuffing have been recorded. The regime military and police is [sic] directly involved in repressing our agents at polling stations. On top of abductions, the regime forces are targeting our leaders across the country! #FreeUgandaNow”. Wine has also declared that he has been placed under house arrest, with the military having allegedly encircled his house.
INTELLIGENCE ANALYSIS
Election Violence Raises Risk of Wider Civil Unrest in Uganda
Cutting the internet has been used in Uganda in recent years during elections or periods of heightened tension. The internet was almost certainly pre-emptively cut to prevent the spread of footage of security forces using excessive force, the spread of anti-government sentiment, and the organising of mass rallies on social media. Internet restrictions will highly likely remain in place over the coming days.
Major youth protests have erupted in recent years in neighbouring Tanzania and Kenya, as well as numerous other African countries, including Morocco, Madagascar, and Angola. In Uganda in November 2020, in the lead-up to the January 2021 general election, security forces arrested Wine, citing violations of COVID-19 protocols. Widespread protests erupted across Uganda, particularly in Kampala and other urban areas. Security forces cracked down on demonstrations, deploying tear gas, rubber bullets, and live ammunition, and detaining approximately 3,000 people over the election period.
Following reports of security force violence, electoral fraud, and the placing of Wine under house arrest, anti-government sentiment is almost certainly heightened, significantly raising the risk of widespread civil unrest. Following the publication of the electoral results on 17 January and the almost certain announcement of Museveni’s victory, Wine is highly likely to double down on claims of electoral fraud. Amid the tense political environment, this is likely to trigger demonstrations from many Wine supporters, which would almost highly likely escalate if security forces were to formally place Wine under arrest.
If civil unrest breaks out, demonstrations are likely to occur in Kampala and other major cities. In Kampala itself, protests will likely be particularly intense around the Central Business District and near government buildings. Large anti-government protests would highly likely result in travel disruptions, with security forces likely to use roadblocks to prevent protesters from accessing government buildings and diplomatic zones.
Civil unrest would almost certainly raise the risk of a potential coup. Museveni’s son, Muhoozi Kainerugaba, is expected to take over the presidency should the 81-year-old president fail to complete his term in office. Kainerugaba, who has threatened to behead wine and called for him to be hanged, is a four-star general and top military commander, in charge of Uganda’s most powerful institution. Critics of Museveni have previously called on Kainerugaba to conduct a military coup to seize power from his father. Kainerugaba’s control of the military almost certainly heightens the risk of a military coup should major nationwide civil unrest break out.
Travel and Safety Guidance for Uganda
- Avoid all major government buildings, polling stations, military barracks, universities, and police facilities.
- Reassess travel to Uganda in the coming days.
- If travel is necessary, allocate additional time for all road travel in Kampala and other major cities in Uganda. Expect increased checkpoints by security forces.
- Plan for internet and communications disruptions; ensure you have emergency contacts saved on your phone and plan any potential travel routes. Emergency contacts should include the local authorities, medical facilities, and any consular support.
- Ensure that mobile phones and other electronic devices are charged in case of any loss of electricity.
- Closely monitor announcements from local authorities and media sources for any developments that may severely impact the local security environment.
- Avoid all areas of potential unrest due to incidental risks to bystanders. If caught in unrest, travellers should move with the crowd until they find the nearest opportunity to escape.
- Always follow all instructions and orders from security forces. Where possible, avoid areas of active unrest and remain in a secure accommodation.
- Prolonged civil unrest can disrupt travel, especially if protesters begin targeting airports. Travellers should have contingency measures in place, including evacuation plans and reliable access to food, water and medication.
- If caught in the vicinity of a security incident, seek shelter immediately and leave the area if safe to do so. Continue to adhere to all instructions issued by authorities and obey any security cordons in place.
- If available, monitor your intelligence provider’s alerting platform and trusted local media for updates relevant to the unrest.

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Portugal Heads to Presidential Polls With Runoff Likely
On 18 January, Portuguese citizens will vote to elect their new President for a five-year term. The winning candidate needs to obtain a majority of 50 per cent of votes plus one. If that fails to occur, then the two leading candidates will compete in a run-off vote on 8 February. The incumbent President Marcelo Rebelo de Sousa, in office since 2016, is constitutionally barred from seeking a third consecutive term.
Portugal is a semi-presidential republic, and the president, while mostly holding ceremonial responsibilities, has some tangible political power (unlike, for example, the heads of state of Italy and Germany). For example, the president has the authority to veto laws and appoints not only the prime minister, but also other members of government.
Eleven official candidates are contesting for the presidency. A first-round victory seems highly unlikely, and current polls indicate that only five of the candidates have a realistic possibility of progressing to the second round. André Ventura, the founder of the far-right nationalist party Chega! (CH) leads the polls with approximately 19.5 per cent support. Marques Mendes, the candidate of the governing centre-right Social Democrat Party (PSD), polls at 19 per cent. António José Seguro, of the Socialist Party (PS), has around 17.5 per cent support, as does Henrique Gouveia e Melo, an “outsider candidate” and former Chief of the Naval Staff who is running as an independent and has significant centre-right support. Finally, João Cotrim de Figueiredo, president of the Liberal Initiative (IL), polls at around 16.5 per cent.
ASSESSMENT
Portugal Far-Right Momentum Emerges as Key Election Variable
The elections are likely to be a crucial test for Chega that could accelerate the party’s political momentum. In May’s parliamentary elections, Chega won 22.8 per cent of the vote, improving on its 2024 result and becoming the main opposition force in parliament. On the other hand, Chega was generally seen as having underperformed at the October 2025 local elections, only winning in three municipalities.
Securing the presidency would almost certainly grant Chega significant leverage over the governing PSD-led coalition. A Chega president could threaten to weaponise presidential veto powers to extract significant legislative concessions and shift the parliament to the right, encouraging PSD to work more often with Chega.
Holding the presidential office for five years is also an important political asset at a time of extreme parliamentary instability in Portugal. The 2025 vote was the third in three years, and the current governing coalition only retains a parliamentary minority. Finally, Chega’s position is further reinforced by Portugal’s lack of a developed cordon sanitaire system; the informal agreement that, in the parliaments of other European countries, such as France and Germany, centrist parties unite to keep the far-right out of power.
Current polls indicate that Ventura is likely to reach the second round. In other European head-to-head electoral contests involving a far-right candidate (such as, for instance, the second round of the 2022 French presidential elections), supporters of rival parties have typically coalesced around the leading alternative candidate to deny a far-right victory. However, several of the presidential candidates are from the right of the political spectrum, and if the choice is between Chega and the Socialist Party, Ventura’s chances will likely markedly increase, with right-leaning voters, not affected by a cordon sanitaire, potentially opting for Chega to block the left. On the other hand, a centre-right candidate may have a greater chance of winning centre-left voters by positioning themselves as a “lesser of two evils” against the far-right.
While presidential elections in Portugal seldom result in protests, a (likely) second round involving Ventura, which raises the possibility of a Chega head of state, would likely become an important cause of public opposition. Chega’s growth in the polls has meant that party rallies have increasingly been met by large counterprotests. Occasionally, as during the April 2025 Revolution Day celebrations in Lisbon, these demonstrations have escalated into clashes between opposing groups.
Furthermore, the likelihood of civil unrest after the first round of the elections is further increased by recent political developments in Portugal. In December, Portugal experienced its largest general strike in a decade, which forced the government to amend a labour reform package that opponents said reduced workers’ rights. Before the protests, the reform, proposed by the PSD coalition, was widely expected to be approved by parliament with Chega’s support. Chega representatives later backtracked and called on the government to amend the legislation as protests gained significant traction. Emboldened by their recent success, labour unions may stage further demonstrations, particularly if the runoff appears to be “tilted to the right”, for example, in a Ventura-Mendes scenario.
While large-scale protests cannot be ruled out, especially in Lisbon, protests after the first round are likely to be mostly peaceful and smaller-scale. On the other hand, direct action by groups opposing Chega is likely. This may include vandalism, particularly targeting party premises and police and government offices, and possibly small-scale political violence, such as clashes involving opposing political activists.

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Uganda Heads to the Polls Amid Heightened Security
On 15 January, Ugandans will take part in general elections to elect the president and members of parliament. The president will be elected in a two-round system, with candidates requiring at least 50 per cent of the vote to be elected in the first round. The 529 members of the Ugandan Parliament will be elected via a first-past-the-post system. 146 seats are reserved for women, with one seat per district, and 30 seats are indirectly filled via special electoral colleges.
Uganda’s Electoral Commission has cleared 27 parties to participate. Eight presidential candidates are competing. The 81-year-old Incumbent President Yoweri Museveni was declared the ruling National Resistance Movement (NRM) party’s candidate and is seeking to extend his rule, which has been ongoing since 1986, to a seventh term. Opposition leader Robert Kyagulanyi, popularly known as Bobi Wine of the National Unity Platform (NUP) is the primary opposition candidate.
The lead-up to the elections has been characterised by intimidation, violence, and arrests targeting the opposition. Over 300 opposition supporters have been detained, with rallies being met by the police with tear gas, roadblocks, and arbitrary arrests. On 5 January 2026, Wine shared social media footage of security forces arresting and manhandling a journalist. This was the latest in a series of incidents involving heavy-handed tactics by security forces, typically against Wine supporters at his political rallies. Wine has claimed at least three deaths at his rallies at the hands of security forces, including one instance of a supporter being shot and another being hit by a military truck. In May 2025, Muhoozi Kainerugaba, Museveni’s son, who is likely being groomed as the next in line for the presidency, boasted of torturing Wine’s chief bodyguard.
ASSESSMENT
Security Force Crackdowns Likely if Protests Erupt
Previous Ugandan elections have resulted in significant levels of violence. In November 2020, in the lead-up to the January 2021 general election, security forces arrested Wine, citing violations of COVID-19 protocols. Widespread protests erupted across Uganda, particularly in Kampala and other urban areas. Security forces cracked down on protests, deploying tear gas, rubber bullets, and live ammunition, and detaining approximately 3,000 people over the election period.
In July 2024, young Ugandans engaged in anti-government protests in Kampala, largely inspired by similar youth-led movements in Kenya. Security forces quickly cracked down on demonstrations, detaining at least 100 protesters. Museveni, Africa’s third-longest-running leader, has cracked down on opposition in recent years, arresting and trying numerous opposition figures in military courts. Wine himself has been arrested multiple times since campaigning for the presidency, most recently in October 2023.
A rising cost of living crisis, primarily driven by rising fuel and food costs, combined with perceptions of government corruption, has fuelled significant frustration among Uganda’s youth. If the election is perceived as unfree and unfair, or if the security forces use excessive or unwarranted force against the opposition, there is a realistic possibility that widespread unrest could break out. Security forces have historically cracked down on protesters with severe force and are highly likely to respond similarly to any unrest during the upcoming election. While the security crackdown acted as a deterrence to protesters in July 2024, Wine could act as a figurehead for post-election protests, potentially helping to sustain demonstrations despite the high likelihood of security force crackdowns.
Despite the head of the Uganda Communications Commission’s (UCC) reassurance that reports of potential internet blackouts were “mere rumours”, internet blackouts are likely in the lead-up to the election. The government has already banned the sharing of live footage of riots, “unlawful processions”, and other violent incidents ahead of the election. Youth-led protests are generally heavily reliant on real-time updates, viral content, and livestreamed evidence of police brutality to sustain demonstrations. By cutting the internet, the government can disrupt protester coordination, prevent the documentation of abuses by security forces, isolate activists, and limit the spread of anti-government sentiment. During the 2021 election, during which widespread protests took place in Kampala, the internet was cut for four days.
If civil unrest breaks out, demonstrations are likely around the Central Business District and near government buildings; during the July 2024 anti-corruption protests, groups marched through Kampala towards the parliament building but were blocked by the security forces. Large anti-government protests would highly likely result in travel disruptions, with security forces likely to use roadblocks to prevent protesters from accessing government buildings and diplomatic zones.

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Venezuela Declares State of Emergency and Mobilises Armed Forces
SITUATION SUMMARY | Intelligence cut off: 9:30 GMT 03 JANUARY 2026
At approximately 02:00 local time on 03 January 2026, multiple explosions were reported across Caracas, primarily near La Carlota Air Base and Fort Tiuna, which houses the Venezuelan Ministry of Defence. Witnesses reported multiple fighter jets over the capital preceding the blasts.
Explosions were also reported at locations outside Caracas, including Higuerote Airport in Miranda State, the Libertador Air Base in Aragua State, and port infrastructure in La Guaira State. In response to the airstrikes, the US Federal Aviation Administration (FAA) issued a NOTAM restricting all civil and commercial aircraft from operating in Venezuelan airspace due to ongoing military operations.
At 03:29 local time, the Venezuelan government issued an official statement condemning what it described as military aggression by the United States in Caracas, Miranda, Aragua, and La Guaira States. Five minutes later, President Nicolas Maduro declared a nationwide state of emergency, calling for a general mobilisation of Venezuela’s Armed Forces in response to the “serious military aggression.”
The attacks prompted international reactions, including from Colombian President Gustavo Petro, who denounced the strikes on social media platform X and called for immediate intervention by the United Nations and the Organisation of American States (OAS).
The US Embassy in Venezuela has advised against all travel to Venezuela and has urged those presently in-country to shelter-in-place.
US President Donald Trump claimed via Truth Social at 04:20 Eastern Time, that President Maduro had been captured and flown out of the country amidst the strikes; however, this has yet to be officially confirmed.
INTELLIGENCE ANALYSIS
Risk of Further Military Action and Regional Disruption in Venezuela Remains High
The reported targeting of military facilities and airports inside Venezuela represents a significant escalation in US–Venezuela tensions, which have steadily deteriorated since August 2025. The substantial buildup of US naval and air assets in the wider Caribbean has largely been interpreted as pressure aimed at undermining the Maduro government. This posture has coincided with multiple US strikes against suspected narcotics trafficking networks, resulting in over 100 fatalities, as well as the seizure of illicit oil tankers suspected of transporting Venezuelan oil in circumvention of sanctions.
The reported strikes on airports and military installations likely suggest an effort to degrade Venezuela’s ability to conduct retaliatory military operations, by limiting air and logistical capabilities. Sustained damage to multiple airfields and port facilities would achieve a clear tactical advantage for any potential follow-on operations and further constrain the operational freedom of Venezuela’s armed forces.
Reports of President Maduro’s capture are yet to be confirmed; however, if true, the United States has likely achieved one of its primary objectives, which may decrease the risk of further US strikes on Venezuela in the immediate term.
In response to foreign military activity within Venezuelan soil, authorities are likely to implement heightened travel restrictions, curfews, and border closures in the coming days to manage potential unrest and support military operations. Increased security patrols, checkpoints, and the deployment of the armed forces to key infrastructure are likely. The authorities may also restrict the right to assembly or limit access to the internet and telecommunications, limiting situational awareness within Venezuela. Foreign nationals, particularly US and other Western citizens, will likely face an elevated risk of detention due to perceptions or allegations of involvement in the recent military activity.
If US strikes are sustained, they are expected to cause significant disruptions to air travel in the Southern Caribbean Basin. The proximity of Trinidad and Tobago and the ABC Islands, Aruba, Bonaire, and Curaçao, to mainland Venezuela is expected to make travel to and from these areas highly difficult. The closure of Venezuelan airspace is also likely to extend flight times on routes connecting the United States and Canada with areas of South America.
Travel and Safety Guidance for Venezuela
- Travellers in Venezuela should shelter in place due to the risk posed by airstrikes and wider military operations.
- Adhere to all instructions issued by authorities and do not take any pictures or videos of potential military targets or sensitive areas.
- Avoid travelling in proximity to any military installations or bases.
- Closely monitor trusted local news reports and government alerts. Unverified claims and disinformation will almost certainly be widely propagated on social media and unvetted sources.
- Monitor airport and public transport sites for live updates on possible disruptions from the airstrikes.
- Expect the security situation in the region to remain unstable in the immediate future.
- Avoid protest hotspots, particularly outside embassies.
- Allocate additional time for travel to airports due to the high likelihood of delays.
- Keep emergency contact numbers saved on your phone, including those for local authorities, medical services, and consular assistance. Ensure mobile devices are fully charged.

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Sydney on Alert After Terrorist Shooting at Bondi Beach
SITUATION SUMMARY | Intelligence cut off: 10:30 GMT 15 DECEMBER 2025
On the evening of 14 December, the first night of 2025’s Jewish Hanukkah festival, two gunmen opened fire at a large public Hanukkah celebration called “Hanukkah by the Sea” at Sydney’s Bondi Beach. Around 1,000 were attending the event, with at least 16 deaths (including one of the gunmen) and over 40 injuries reported. The incident has been declared by authorities as a terrorist attack.
The perpetrators have been identified as a father and son, Sajid Akram and Naveed Akram. The terrorist attack began with the perpetrators opening fire from a bridge towards Archer Park. One of the gunmen then descended into Archer Park, believed to be Sajid Akram, who was then disarmed by a member of the public before returning to the bridge. Following a firefight with responding police, the two terrorists were neutralised, with one dying at the scene. Authorities have stated that they are not currently searching for further perpetrators.
A total of six firearms and three improvised explosive devices (IEDs) have been located both at the scene and at two homes in Bonnyrigg and Campsie, as of 15 December. The father, Sajid Akram, was a licensed gun owner through membership of a gun club, with all six firearms believed to have been legally acquired.
INTELLIGENCE ANALYSIS
Bondi Attack Highlights Elevated Terror Risk to Jewish Targets
The Bondi Beach mass shooting is the deadliest terrorist attack in Australian history and the deadliest mass shooting since the 1996 Port Arthur massacre.
Attribution for the attack has so far seen potentially conflicting reports. The Australian Security Intelligence Organisation (ASIO) reportedly “took interest” in one of the perpetrators, Naveed Akram, six years ago for ties to a Sydney-based Islamic State (IS) terrorist cell. This followed the July 2019 arrest of Isaac El Matari, the self-proclaimed head of IS in Australia, who wished to establish an “insurgency” in Australia.
Local media reports that investigators from the Australian Joint Counter Terrorism Team (JCTT) believe that the two perpetrators had pledged allegiance to IS, with two IS flags reportedly found in their vehicle at Bondi Beach. A senior JCTT official has briefed that Naveed Akram was “closely connected” to El Matari.
These findings, if confirmed, would strongly suggest at least a historical connection to an Australian IS cell. However, Australia’s Prime Minister Anthony Albanese has stated that intelligence authorities have informed him that there was “no evidence of collusion” and “no evidence that these people were part of a cell”. Investigations by Australian authorities remain ongoing.
In apparent contrast to the attribution to IS, whether that be via coordination with a wider network or through inspiration as lone actors, Israeli intelligence sources have briefed that the attack may have been carried out with the support of Iran or Iran-backed actors such as Hezbollah.
In August 2025, Iran’s ambassador to Australia, Ahmad Sadeghi, was expelled due to “credible evidence” that antisemitic attacks, including an arson attack against a café in Sydney in October 2024 and a synagogue in Melbourne in December 2024, were orchestrated by Iran’s Islamic Revolutionary Guard Corps (IRGC).
The Bondi Beach terrorist attack highlights the continuing elevated risk of terrorism in Western countries, particularly against Jewish targets. Other attacks in 2025 include the October 2025 ramming and stabbing attack targeting Jewish worshipers at a synagogue in Manchester, UK, during Yom Kippur, and the May 2025 shooting near the Capital Jewish Museum in Washington, D.C., USA.
In addition to the elevated risk of antisemitic terrorism against targets associated with Judaism, such as synagogues, Jewish schools, and events such as Hanukkah gatherings (14 December – 22 December 2025), the winter holiday season almost certainly entails an increased risk of terrorist attacks against ‘soft targets’. Symbolic and high-visibility events, such as Christmas markets, draw large crowds and are difficult to comprehensively protect against terrorist actors.
In the aftermath of the Bondi Beach attack, it is almost certain that security presence at Hanukkah events and synagogues will be elevated, as already reported in cities such as Berlin, London, and New York.
Travel and Safety Guidance for Australia
- Closely monitor local news reports and government alerts.
- The New South Wales (NSW) Police Public Information and Inquiry Centre (PIIC) has been activated and can be contacted at: 1800 227 228
- Expect and plan for increased security and potential disruptions in Sydney and other Australian cities during the holiday season.
- If in the event you become caught in the vicinity of an attack, follow RUN – HIDE – TELL.
- Adhere to instructions issued by authorities.
- Exercise increased vigilance at crowded events during the holiday season. The threat of terrorism is particularly elevated against targets associated with Judaism.

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