Could it escalate? A look at what is behind Iran and Pakistan’s airstrikes

Members of Muslim Talba Mahaz Pakistan chant slogans at a demonstration to condemn Iran strike in the Pakistani border area, in Islamabad on January 18, 2024. (AP)
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Updated 19 January 2024
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Could it escalate? A look at what is behind Iran and Pakistan’s airstrikes

  • Long-running insurgencies on either side of the border have frustrated both countries
  • Analysts say the strikes served a domestic purpose for both Islamabad and Tehran

ISLAMABAD: This week’s airstrikes between Iran and Pakistan that killed at least 11 people mark a significant escalation in fraught relations between the neighbors.

Long-running, low-level insurgencies on either side of the border have frustrated both countries, and the apparent targets of the strikes — Iran’s on Tuesday and Pakistan’s response on Thursday — were insurgent groups whose goal is an independent Balochistan for ethnic Baloch areas in Iran, Pakistan and Afghanistan.

The question is why Iran and Pakistan would choose to strike insurgents in each other’s territories rather than their own, considering the risk of a wider conflagration.

THE BACKGROUND

Iran and Pakistan share a 900-kilometer (560-mile), largely lawless border where smugglers and militants roam freely. Both countries have suspected each other of supporting, or at least behaving leniently, toward some of the groups operating on the other side of the border.

Jaish Al-Adl, the separatist group that Iran targeted on Tuesday, is believed to operate out of Pakistan, launching attacks on Iranian security forces. The Balochistan Liberation Army, which was formed in 2000 and has launched attacks against Pakistani security forces and Chinese infrastructure projects, is suspected of hiding out in Iran.

WHY DID PAKISTAN RETALIATE?

Pakistan said its strikes in Iran on Thursday were aimed at hideouts of the Balochistan Liberation Army and the Balochistan Liberation Front. It also wanted to send a message to Iran and other neighbors that it can fight back if provoked.

The last time Pakistan retaliated against a neighboring country was in 2019, when it downed two Indian warplanes and captured a pilot in the disputed Kashmir region. It followed an Indian strike inside Pakistan against what New Delhi said was a terrorist training camp.

WHY NOW?

Iran and Pakistan have long had a volatile relationship, but these strikes are likely prompted by internal dynamics.

Tehran has been experiencing a growing pressure for some kind of action after a deadly Daesh group attack earlier this month, Israel’s war on Iran’s ally, Hamas, and wider unrest against its theocracy. Pakistan’s attack on Thursday also served a domestic purpose, according to analysts.

“The government and military have been under immense pressure (since Tuesday),” said Abdullah Khan from the Pakistan Institute for Conflict and Security Studies think-tank in Islamabad. “The public perception of a strong army is not as it used to be, so it had to respond.”

COULD THE SITUATION ESCALATE?

Iran’s military on Thursday began a planned annual air defense drill stretching from its port of Chabahar near Pakistan in the east, all the way across the country to its border with Iraq in the west. The drill will include live fire from aircraft, drones and air defense systems.

Fresh strikes by Iran and Pakistan cannot be ruled out, although this week’s attacks raise questions about the preparedness of their own militaries, particularly their radar and air defense systems.

For Pakistan, such systems are crucial given its constant, low-level tensions with its nuclear-armed rival, India. Its equipment has long been deployed along that frontier, rather than its border with Iran. Separately, Iran relies on radar and air defense systems in the case of potential strikes by its main enemy, the United States.

WHAT THE AIRSTRIKES MEAN FOR IRAN AND PAKISTAN

Launching these strikes allows Tehran to point to it directly taking military action without risking a wider confrontation with either Israel or the US, particularly as tensions also remain high over Iran’s rapidly advancing nuclear program.

Pakistan’s strike may relieve domestic political pressure, but could backfire later, as the Baloch Liberation Army said it will avenge the killings and wage war on the state.


Pakistan stocks recover as oil supply fears ease after Islamabad seeks Red Sea route— analyst

Updated 05 March 2026
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Pakistan stocks recover as oil supply fears ease after Islamabad seeks Red Sea route— analyst

  • Pakistan has sought Saudi help to secure oil supplies via Red Sea port after Iran’s closure of Strait if Hormuz
  • Analyst says higher crude oil prices, expectations of IMF releasing next loan tranche also triggered bullish activity

ISLAMABAD: Pakistani stocks marked a sharp recovery when trading closed on Thursday, as institutional activity increased following Islamabad’s move to seek crude oil supplies through the Red Sea port eased oil supply fears, a financial analyst said. 

Pakistani stocks have recorded a sharp decline this week, with the benchmark KSE-100 index recording its largest-ever single-day decline on Monday when it plunged 16,089 points. Escalating conflict in the Middle East triggered panic selling at the Pakistani bourse, forcing a temporary trading halt on Monday. 

The KSE-100 index, however, gained 3.49 percent or 5,433.46 points to close at 161,210.67 when trading ended on Thursday, up from the previous close of 155,777.21 points, according to Pakistan Stock Exchange’s (PSX) data.

Pakistan’s Petroleum Minister Ali Pervaiz Malik met Saudi Ambassador Nawaf bin Said Al-Malki on Wednesday to discuss Iran’s closure of the key Strait of Hormuz, which has threatened Pakistan’s energy supply. Roughly 20 percent of the global oil and gas supply passes through the route. Saudi Arabia indicated it could facilitate shipments through the Red Sea port of Yanbu, offering an alternative route if Gulf shipping lanes remain disrupted, the petroleum ministry said on Wednesday. 

“Stocks staged a sharp recovery at PSX amid institutional activity on easing fuel supply fears after KSA [Kingdom of Saudi Arabia] commits oil supplies through the Red Sea port,” Ahsan Mehanti, chief executive officer at Arif Habib Commodities, told Arab News.

He said higher global crude oil prices and expectations of the International Monetary Fund releasing its next tranche of the $7 billion loan for Pakistan also helped bullish activity at the PSX.

An IMF mission was in Pakistan to hold talks on the third review of a $7 billion Extended Fund Facility multi-year program, and for the second review of the $1.4 billion Resilience and Sustainability Facility this week.

However, the delegation left for Türkiye amid tensions in the Gulf. Pakistani officials have said talks are likely to continue virtually in the coming days. 

Pakistani brokerage Topline Securities said in its daily market review report that strong institutional buying “turned the tide” on Thursday after the market’s recent overreaction to regional issues.

The report added that Hub Power Company (HUBC), Oil & Gas Development Company (OGDC), Fauji Fertilizer Company (FFC), Engro Corporation (ENGROH), and Meezan Bank Limited (MEBL) collectively contributed 2,197 points to the KSE benchmark’s gain.

Topline Securities said 723 million shares were traded on Thursday, with K-Electric Limited (KEL) stealing the spotlight as more than 1.17 billion shares changed hands.

Pakistani investors are closely monitoring developments in the Gulf, particularly around energy routes and further retaliatory actions, as the conflict’s trajectory remains uncertain.