Iran war: Why Strait of Hormuz tensions threaten cables powering India’s internet, aluminium supply

Wait 5 sec.

Subsea fibre-optic cables carry roughly 99 per cent of global internet traffic, according to the International Telecommunication Union. (AP photo-modified using AI)The Iran versus US and Israel war has drawn fresh attention to the Strait of Hormuz, not just as a vital oil artery, but as a potential “digital chokepoint” that could disrupt global internet infrastructure. Iran last week warned that submarine cables running through the strait remain exposed, raising concerns about risks to critical digital systems linking Asia, the Gulf and Europe, news agency Reuters reported.Subsea fibre-optic cables carry roughly 99 per cent of global internet traffic, according to the International Telecommunication Union (ITU), making them essential for telecommunications, cloud services and financial systems.Also Read | Iran US War News Live Updates“Damaged cables mean the internet slowing down or outages, e-commerce disruptions, delayed financial transactions … and economic fallout from all of these disruptions,” geopolitical analyst Masha Kotkin was quoted as saying.Key global data routes pass through the GulfSeveral major cable systems pass through the Strait of Hormuz, including:Asia-Africa-Europe 1 (AAE-1) linking Southeast Asia to Europe.FALCON network connecting India and Sri Lanka to the Gulf and African markets.Gulf Bridge International system linking Gulf countries, including Iran.These cables underpin data flows for countries investing heavily in AI and digital infrastructure, particularly the UAE and Saudi Arabia.Iran war raises risks, direct and indirectWhile submarine cables have not yet been directly hit, experts told Reuters that the risks are rising as the conflict nears two months.Most cable faults, around 70–80 per cent, are caused by accidental human activity such as fishing or ship anchors. However, military operations increase the chances of accidental damage, especially from drifting vessels.Story continues below this adA similar incident occurred in 2024, when a vessel attacked by Iran-aligned Houthis severed Red Sea cables with its anchor.“In a situation of active military operations, the risk of unintentional damage increases,” Kotkin said.Repairs could face major delaysEven if cables are damaged, fixing them in a conflict zone is far from straightforward, according to the report.Repair operations may be delayed due to:Security risks and naval activity.Insurance constraints for repair vessels.Delays in obtaining permits for territorial waters.“Often one of the biggest problems… is getting permits into the waters where the damage is,” telecom analyst Alan Mauldin told Reuters.Story continues below this adPost-conflict, companies may also need to resurvey seabeds to avoid hazards from sunken vessels or debris.No real alternative to subsea cablesAccording to experts, there is no scalable replacement for subsea cables. Satellite networks, including low-Earth orbit systems like Starlink, cannot handle comparable data volumes and are significantly more expensive.“It’s not as though you could just switch to satellite. That’s not an alternative,” Mauldin said.India’s aluminium industry faces supply shockThe West Asia conflict is also disrupting global trade flows, hitting India’s aluminium sector. India produces nearly half of its 4.2 million metric tonnes of aluminium via recycled scrap, much of it imported from the EU, the US and the Middle East, which accounts for about 30 per cent of supplies.Supply disruptions have led to:Story continues below this adProduction cuts of 20–40 per cent.Scrap prices are jumping nearly 30 per cent.Severe inventory shortages.“There is a hand-to-mouth situation in scrap plants because of shortages and price increase,” said Sandeep Jain of Sunalco Alloys.Impact likely to hit car buyersThe supply crunch is expected to ripple through India’s auto sector, which consumes about 60 per cent of secondary aluminium.Major automakers such as Maruti Suzuki, Tata Motors, Mahindra & Mahindra and Hyundai Motor India may face rising input costs, Reuters reported.“Prices have been impacted, which will eventually be passed on to carmakers and ultimately, the buyers,” said Dhawal Shah of Metco Ventures.The Express Global Desk at The Indian Express delivers authoritative, verified, and context-driven coverage of key international developments shaping global politics, policy, and migration trends. The desk focuses on stories with direct relevance for Indian and global audiences, combining breaking news with in-depth explainers and analysis. A major focus area of the desk is US immigration and visa policy, including developments related to student visas, work permits, permanent residency pathways, executive actions, and court rulings. The Global Desk also closely tracks Canada’s immigration, visa, and study policies, covering changes to study permits, post-study work options, permanent residence programmes, and regulatory updates affecting migrants and international students. All reporting from the Global Desk adheres to The Indian Express’ editorial standards, relying on official data, government notifications, court documents, and on-record sources. The desk prioritises clarity, accuracy, and accountability, ensuring readers can navigate complex global systems with confidence. Core Team The Express Global Desk is led by a team of experienced journalists and editors with deep expertise in international affairs and migration policy: Aniruddha Dhar – Senior Assistant Editor with extensive experience in global affairs, international politics, and editorial leadership. Nischai Vats – Deputy Copy Editor specialising in US politics, US visa and immigration policy, and policy-driven international coverage. Mashkoora Khan – Sub-editor focusing on global developments, with a strong emphasis on Canada visa, immigration, and study-related policy coverage. ... Read MoreStay updated with the latest - Click here to follow us on Instagram© IE Online Media Services Pvt Ltd