AGP Executive Report

West Bank Settler Violence & Raids: Israeli forces and settlers carried out fresh attacks across the occupied West Bank, including assaults on a Bedouin community near East Jerusalem, raids and detentions in Silwan, and storming a home under construction in Deir Ammar west of Ramallah while attempting to seize livestock in Barqa east of Ramallah. Mosques Under Fire: Reports say settlers torched or desecrated multiple mosques, with 7 burned and dozens targeted since January, as violence around Nablus and Tulkarm escalates. Humanitarian Pressure: UN agencies warned that escalating attacks are driving displacement, damaging homes and agriculture, and tightening movement restrictions that block access to emergency care and livelihoods. Settlement Legalization Push: UN chief Guterres condemned plans to accelerate settlement outposts, calling them a flagrant violation of international law. Banking Shock to the Economy: A major threat looms for West Bank industry and commerce as reports say Israeli banks may suspend correspondent banking with Palestinian banks, risking a wider economic collapse. Gaza Security & Infrastructure: In Gaza, the IDF said it destroyed a Hamas tunnel in the north and eliminated a Hamas internal security commander in central camps, while Israel’s approval steps for an international stabilization force continue to shape reconstruction talks. Work Permits for West Bank Industry: The IDF lifted a ban on Palestinian workers in Israeli West Bank communities, allowing returns tied to industrial zones after the Gilad Farm attack crackdown.

Red Sea Shipping: Bab al-Mandeb traffic dipped to the lowest level in months as Houthi attacks and threats against Saudi-linked shipping kept insurers and shipowners cautious, raising fresh risk for oil exports and global trade. Gaza Governance & Security: Israel’s cabinet approved a “Peace Council” for Gaza starting in Rafah, with strict security screening for residents and a US-backed international stabilization force operating beyond the “Yellow Line,” a move analysts call more political than practical. West Bank Crackdown: Israeli forces intensified raids across multiple West Bank towns, with demolitions, arrests, and reports of ambulances being blocked, while settler violence and mosque burnings continued to escalate. Industrial Safety: An ammonia leak and fire at the Sha’ar Hanegev industrial zone near Sderot forced evacuations of nearby areas, with firefighters working to contain damage at two factories. Palestine Action Legal Threats: UK prosecutors are seeking to brand Palestine Action activists as “terrorists” after a Barclays protest, potentially adding years to sentences despite the label not being put to the jury. Education Under Siege: Students and staff at the Islamic University of Gaza are working to bring the campus back to life after years of bombing and siege disruptions. Heritage & Culture: UNESCO added Sebastia in Palestine to the World Heritage list (also placed on the danger list), alongside five other regional sites.

Gaza Reconstruction & Aid Access: Israel’s cabinet approved a pilot “Board of Peace” entry into Gaza, aiming to restore basic services, deliver humanitarian aid, and set up temporary shelters in areas not controlled by Hamas. West Bank Security & Settler Violence: Israeli forces arrested dozens after a deadly shootout near Tal, while settlers torched mosques in Qusra and Kour and vandalized agricultural land, escalating tensions across the Nablus area. Gaza Military Tech: Israel said it killed Hamas drone-unit commander Homam Eid in central Gaza, alleging he helped manufacture drones used to target Israeli forces and civilians. Deradicalization Debate: A new analysis argues “de-Hamasification” should be a locally led, generational education-and-citizenship process tied to a real political horizon, not collective punishment. Humanitarian Micro-Economy: Reuters reports Gaza families are sharing and repairing scarce cigarette lighters as shortages turn everyday items into survival essentials. Regional Trade Shock: Jordan’s industrial exports rose 8.2% in the first five months of 2026, with gains across fertilizers, metals, chemicals, and manufactured goods. Sustainability Watch: Kuwait’s Mnakh Sustainability Index 2025 ranked Zain, KFH, and NBK highest, showing wider sustainability reporting compliance among listed firms.

West Bank Arson & Raids: Israeli settlers set fire to the under-construction Al-Rahma Mosque in Qusra (south of Nablus) and torched parts of a home in Beit Furik, with racist “revenge” graffiti sprayed on walls, as violence and mass detentions continue across northern governorates. Gaza Aid Logistics: The UAE sent five aid convoys into Gaza carrying 938 tonnes of food, shelter supplies and 20 water tanks under Operation Chivalrous Knight 3, prepared via the UAE Humanitarian Aid Logistics Centre in Al Arish. Targeted Strikes in Gaza: Israel confirmed the killing of Hamas weapons-production commander Fares al-Masri and Nukhba Force member Muhammad Abu Shakyan in northern Gaza, citing ceasefire violations and “threat removal.” Security Crackdown: IDF Central Command says it has reinforced forces across the West Bank to stop attacks and address rising incitement, warning of copycat assaults. Diplomacy Push: Pope Leo XIV urged Middle East parties to halt attacks and return to negotiations, warning that escalating operations are worsening civilian shortages of water and electricity.

West Bank Crackdown & Settler Violence: Israeli forces detained 70+ Palestinians across the occupied West Bank after deadly clashes in Tell near Nablus, with raids reported including a hospital search and hundreds of locations hit; Palestinians also buried four men killed in the fighting as Israel moves to expand raids and settlement outposts. Work & Construction Restrictions: After a string of attacks, the IDF banned Palestinian workers from entering Israeli settlements in Judea and Samaria, with limited exceptions for industrial areas and construction sites. Gaza Security Blow: Israel killed the head of Hamas-led northern Gaza police in an airstrike, adding to a broader campaign against the group’s security apparatus. Maritime Trade Pressure: Shipping through the Bab el-Mandeb Strait continues despite Houthi threats, with more vessels turning back or rerouting—raising fresh risks for regional logistics and energy costs. Regional Development Partner: ESCWA’s executive secretary highlighted Qatar’s role in sustainable development and digital transformation, while stressing continued support for the Palestinian cause.

West Bank Security & Settlements: Israeli forces carried out large-scale raids across the occupied West Bank, detaining dozens in Tell near Nablus and expanding operations into multiple areas including Jenin, Ramallah, Jericho and Tulkarm, as violence followed a settler attack that left multiple Palestinians and two Israeli soldiers dead; Netanyahu also signaled “powerful action” including home demolitions and accelerated settlement approvals. Diplomatic Pushback: Jordan’s foreign ministry condemned escalating “settler terrorism,” citing attacks on villages, homes, agricultural land and vehicles, and urged international pressure to stop attacks and hold perpetrators accountable. Energy & Shipping Risk: With Houthis threatening Saudi shipping and Red Sea disruptions returning, UN chief Guterres warned of major economic and humanitarian fallout, while regional energy cooperation faces a credibility test as maritime routes and oil flows stay under pressure. Policy Shock in Nuclear Talks: The US-Saudi civilian nuclear deal is now entangled with a new Abraham Accords condition tied to Israel normalization, reopening uncertainty over enrichment, safeguards and regional stability. Legal/Trade Pressure on Occupation: NGOs are pushing France to act on ICJ obligations, seeking court orders to restrict trade and investment linked to Israel’s unlawful occupation.

US-Saudi Nuclear Deal Tied to Israel Normalization: Trump says the civilian nuclear cooperation framework with Saudi Arabia won’t proceed unless Riyadh joins the Abraham Accords, while critics warn the terms may lack strong nonproliferation safeguards and could fuel a regional arms race. West Bank Violence and Settlements: Clashes and raids in the northern West Bank left multiple Palestinians and Israeli forces dead, as Israel orders “firm” counter-operations, home demolitions, and steps to legalize or expand settlement outposts. Gaza Food and Power Strain: Displaced families in Gaza say the lack of electricity and refrigeration is turning aid into a short-lived lifeline, with UN-linked warnings about heat-driven spoilage and illness risks. Red Sea Shipping Under Pressure: Iran-linked tensions and Houthi actions are again raising the stakes for maritime trade, with reports of threats to shipping routes that matter for regional energy and logistics. Industry/Trade Pressure on Occupied Territories: New reporting highlights lobbying around sanctions and the economic ripple effects of occupied-territories legislation, underscoring how policy shifts can hit supply chains and defense-linked procurement.

Banking Shock for Palestine’s Trade: The Palestinian Monetary Authority warned that severance of correspondent banking relationships could push the economy toward collapse, threatening food security and essential services, urging international action to keep trade channels open. UNESCO Heritage Under Threat: UNESCO added Lebanon’s Beaufort Castle and Sebastia near Nablus in the occupied West Bank to its World Heritage in Danger list, citing damage and ongoing threats. Settlements and Violence Escalate: Israeli officials moved to accelerate a new Samaria settlement after an attack near Derech Avraham Farm, while fresh West Bank clashes and settler attacks left multiple Palestinians dead and injured. Gaza’s Economic Strain: UN-linked reporting highlights fragile food security gains and continued crisis-level hunger risks, as humanitarian needs remain high. Red Sea Shipping Pressure: With Houthis targeting tankers and threatening wider disruption, regional trade and energy costs keep spiking—raising pressure on logistics routes that also affect Palestine-linked imports. Palestine Development Support: Indonesia reaffirmed CEAPAD-backed support for Palestinian capacity-building, including agriculture projects like avocado farming. Occupied Territories Trade Law: Ireland’s president signed a “watered down” bill banning imports of goods from illegal Israeli settlements, while services remain outside the ban.

West Bank Banking Shock: The Palestinian Monetary Authority says Zionist banks plan to cut correspondent services to key Palestinian banks within weeks (Bank Hapoalim links by Oct 1; Discount Bank by Sept 1), warning it could halt payments for imports like electricity, fuel, water and food—plus wages—triggering a “cliff” for West Bank trade and prices. Gaza Food Security Watch: The IPC reports Gaza’s food situation has improved since famine was declared, but remains at crisis levels and can quickly unravel if aid access is disrupted. Settler Violence Hotspot: Violence and raids are intensifying, with reports of Israeli forces killing Palestinians in the West Bank and fires damaging agricultural land—while analysis points to a concentration of attacks east of Ramallah tied to land and infrastructure control. Al-Aqsa Tensions: Palestinian groups warn that “Temple Mount” organizations are calling for a major settler storming of Al-Aqsa, with thousands reportedly mobilized, amid heightened preparations and Palestinian vigilance. Red Sea Energy Pressure (Regional spillover): Houthis claim attacks on Saudi tankers and threaten wider shipping disruption, pushing oil above $100 and raising the stakes for regional logistics and costs that can ripple into Palestine’s supply chains. US-Israel Military Tech Debate: A major US House defense bill passed narrowly, including expanded US-Israel defense technology cooperation—sparking fresh political backlash over sovereignty and the impact on Palestinian civilians. Diplomacy vs. Deal Whiplash: Trump says the newly signed US-Saudi civilian nuclear deal is “totally subject” to Saudi normalization with Israel via the Abraham Accords, adding uncertainty to a pact that had not mentioned the condition.

Gaza Food Security: A new IPC analysis says food security and child nutrition have improved in Gaza thanks to more humanitarian access and reduced fighting, but warns the gains are fragile and hunger remains at crisis levels because only one crossing (Kerem Shalom/Abu Salem) is open and most people still depend on aid. Humanitarian Funding: Oxfam unveiled a $71.4bn Gaza reconstruction blueprint, arguing recovery has been repeatedly blocked and that rebuilding without accountability keeps the cycle of war going. West Bank & Jerusalem Pressure: Reports say around 1,300 settlers stormed Al-Aqsa during Tisha B’Av under heavy restrictions on Palestinians, while UN-linked coverage highlights worsening living conditions from escalating attacks. Shipping & Energy Risk: Yemen’s Houthis claim attacks on Saudi oil tankers and a blockade threat tied to the Bab el-Mandeb chokepoint, pushing more vessels to reroute and raising oil-price pressure. US-Israel Military Ties: The US House passed the NDAA, with Democrats warning it could deepen integration with Israel’s military amid Gaza’s humanitarian toll. Palestine State-Building Support: Japan’s CEAPAD meeting in Manila stressed support for Palestinian human resources in healthcare, education, agriculture and tourism, aiming at longer-term state-building.

Water & Energy Crisis in Gaza: Engine oil shortages are forcing Gaza’s water system to slow down, with pumps and tankers grinding to a halt as Israel’s war damages wells and desalination capacity, cutting daily access to water far below pre-war levels. Humanitarian Shelter Strain: UN agencies warn overcrowded Gaza shelters are running out of tents and basic supplies, pushing families toward unsafe, weather-vulnerable housing unless construction materials and tools can enter. Public Health & Municipal Response: UAE-backed “Operation Chivalrous Knight 3” is deploying pest-control and public health campaigns across dense displacement areas to reduce sanitation-linked disease risks. West Bank Settler Violence: Arson attacks hit Palestinian villages near Ramallah and Nablus, including burning agricultural structures and chicken coops, as families report repeated harassment. Diplomacy & Trade: Pakistan’s Ishaq Dar met Egypt’s FM Badr Abdelatty to discuss strengthening bilateral trade and investment while reiterating rejection of violence against civilians and illegal settlement activity in the occupied West Bank. Regional Shipping Shock: Yemen’s Houthis claim attacks on Saudi oil tankers in the Red Sea, adding pressure to already fragile maritime routes tied to energy and trade. Nuclear Policy Shock (US-Saudi): A proposed US-Saudi civilian nuclear deal that could allow uranium enrichment is drawing alarm in Israel and Washington over proliferation risks.

Gaza Infrastructure & Industry: Israel is building a miles-long earthen barrier across Gaza, with satellite imagery and military confirmation pointing to a hardening “yellow line” into a more permanent division, raising major concerns for Palestinian movement, trade, and reconstruction. Legal Pressure on Occupation Supply Chains: Five rights groups have filed a case in France’s Conseil d’État seeking orders to force the French government to stop French businesses and investors from contributing to Israel’s unlawful occupation, citing the ICJ’s 2024 advisory opinion. Energy, Fertilizer & Food Costs: A UN warning says the Iran war and wider conflict risks could keep driving up fuel, fertiliser, and food inflation, threatening hunger gains and adding millions more at risk. ASEAN Trade & Food Security: Indonesia is pushing to finalize the ASEAN-Canada free trade deal this year, linking it to stronger supply chains, agricultural resilience, and clean energy transition partnerships. Rare Earths & Defense Links: Malaysia protests a rare earth refinery deal tied to US defense supply chains, with campaigners arguing the materials could indirectly support violence in Gaza. Human Impact: A Palestinian family reunites after years split between Gaza and Israel, underscoring the long industrial-scale disruption to families, labor, and livelihoods.

Gaza Barriers: Israel has built over 14 miles (23 km) of earthen barriers across Gaza, tied to the “yellow line” and raising fears a temporary ceasefire boundary is hardening into a lasting division. Defense Tech: Israel Aerospace Industries unveiled “Ellyon,” a multi-mission electronic attack and intelligence platform, signaling continued investment in airborne electronic warfare and surveillance. Humanitarian Pressure: UN-linked reporting says intensified hostilities are hitting civilians and infrastructure across Gaza and beyond, with access and protection concerns worsening. Red Sea Trade Risk: Yemen’s Houthis renewed threats of a maritime blockade tied to Bab el-Mandeb, warning of reroutes and higher shipping/insurance costs—another hit to regional logistics. Sanctions & Trade: The Netherlands approved a ban on imports of goods from illegal Israeli settlements from Sept. 22, adding pressure as EU-wide sanctions stall. Digital Resilience: A new study warns weak internet infrastructure can disrupt banking, healthcare, and border services during outages—relevant as conflict strains systems. Media Credibility: The IFJ quietly removed names from its Gaza “journalists killed” list, reigniting disputes over how war reporting is tracked and framed.

Red Sea Shipping Shock: Yemen’s Houthis say they’re imposing a maritime embargo on Saudi vessels via Bab el-Mandeb, warning ships against loading or discharging at Saudi ports and threatening targeting “in any location,” raising fresh risks for oil and global trade. Insurance & Trade Risk: Australia’s industry ombudsman backed a travel insurer’s use of war/violence exclusions to reject a Red Sea cruise claim, citing the region’s Gaza-linked conflict and disruption to cargo routes. Gaza Infrastructure Divide: Satellite-backed reporting says Israel is rapidly building a miles-long earthen barrier inside Gaza along the “yellow line,” with a security zone—fueling fears it becomes a permanent border. West Bank Land & Industry Pressure: A new ARIJ study says settlement expansion accelerated in early 2026, with 162 plans targeting over 22,650 dunums and nearly 19,790 new housing units, alongside industrial and agricultural infrastructure. Food Systems Watch: UN reporting shows global hunger fell in 2025 to 645 million people, but warns climate and trade shocks could still derail progress. Agribusiness Hit in Gaza: Gaza’s beekeeping sector faces collapse after war damage to apiaries, vegetation and access routes, with losses estimated around $39m since 2023. Settlement Goods Sanctions: The Netherlands will enforce a ban on imports from illegal Israeli settlements from Sept. 22, covering agricultural products and related trade.

Red Sea Shipping Shock: Yemen’s Houthis announced a maritime embargo on Saudi Arabia, threatening to disrupt Bab al-Mandeb oil and trade flows and pushing up shipping insurance and energy prices. US-Iran Escalation: The U.S. carried out its 10th straight night of strikes on Iran, aiming to degrade capabilities used against commercial shipping, as Iran warned of “full-scale war” and regional attacks hit Kuwait, Jordan and Bahrain. Gulf Energy Pressure: Reports say Bab al-Mandeb crude loadings fell sharply (36% in two weeks), while Saudi Arabia rerouted more exports toward Yanbu to reduce risk. Palestine-Relevant Economy: In the West Bank, Gaza-linked strain continues as officials warn the economy is being squeezed by cash and movement constraints, while Gaza’s “Yellow Line” leaves tens of thousands of dunams out of production. Local Enforcement: In Palestine, police reported a drug raid uncovering methamphetamine and arresting six suspects, adding to ongoing security pressure around illicit trade.

Gaza Recovery Pivot: Trump’s Board of Peace approved a Rafah-area pilot camp plan for up to 50,000 Palestinians, with security handled by Israel-vetted Palestinian police and a small UN force—pushing full reconstruction aside for later this year. West Bank Cash Crunch: A West Bank liquidity problem is worsening as banks get stuck with too much physical shekel cash they can’t process, disrupting everyday payments and business transfers. Settlement Pressure & Property Loss: Israel issued eviction and demolition orders for Palestinian homes near East Jerusalem and continued strikes and raids across the West Bank, including a Deir Jarir attack that killed two Palestinians and injured another. EU Trade Sanctions Push: Belgium moved to ban imports from Israeli settlements, while Ireland’s new Occupied Territories Bill aims to extend sanctions beyond goods to services. Regional Energy & Shipping Risk: With US-Iran strikes escalating, analysts warn the Strait of Hormuz and Red Sea routes could face renewed disruption—raising costs and threatening supply chains. ASEAN Food/Power Focus: Malaysia led ASEAN talks in Manila, putting West Asia turmoil, rice security, and an ASEAN power grid on the agenda.