So why is the United States doing this, and how can it get away with it?
The U.S. says it’s all about security
The Trump administration says the new rules were introduced because of intelligence that shows terrorists are continuing to target airlines flying to the United States. An unidentified person familiar with the issue has told The Washington Post that officials have long been worried by a Syrian terrorist group that is trying to build bombs inside electronic devices that are hard to detect.
However, as Demitri Sevastopulo and Robert Wright at the Financial Times suggest, non-U. S. observers are skeptical of this explanation. They note that the United States has not been forthcoming about whether the ban is based on recent intelligence or long-standing concerns. There is also no explanation for why electronic devices in the cabin are a concern, and electronic devices in the baggage hold are not.
There is an alternative explanation
It may not be about security. Three of the airlines that have been targeted for these measures — Emirates, Etihad Airways and Qatar Airways — have long been accused by their U.S. competitors of receiving massive effective subsidies from their governments. These airlines have been quietly worried for months that President Trump was going to retaliate. This may be the retaliation.
These three airlines, as well as the other airlines targeted in the order, are likely to lose a major amount of business from their most lucrative customers — people who travel in business class and first class. Business travelers are disproportionately likely to want to work on the plane — the reason they are prepared to pay business-class or first-class fares is because it allows them to work in comfort. These travelers are unlikely to appreciate having to do all their work on smartphones, or not being able to work at all. The likely result is that many of them will stop flying on Gulf airlines, and start traveling on U.S. airlines instead.
As the Financial Times notes, the order doesn’t affect only the airlines’ direct flights to and from the United States — it attacks the “hub” airports that are at the core of their business models. These airlines not only fly passengers directly from the Gulf region to the United States — they also fly passengers from many other destinations, transferring them from one plane to another in the hubs. This “hub and spoke” approach is a standard economic model for long-haul airlines, offering them large savings. However, it also creates big vulnerabilities. If competitors or unfriendly states can undermine or degrade the hub, they can inflict heavy economic damage.
The United States is weaponizing interdependence
As we have argued in the past, and talk about in forthcoming work, this can be understood as a variant form of “weaponized interdependence.” We live in an interdependent world, where global networks span across countries, creating enormous benefits, but also great disparities of power. As networks grow, they tend to concentrate both influence and vulnerability in a few key locations, creating enormous opportunities for states, regulators and nonstate actors who have leverage over those locations.