World risk · Geopolitics and conflict

Nepal halts labour permits to Gulf states again

The test Between 1 Nov 2026 and 31 Oct 2027 Nepal's government suspends new labour permits for work in at least one Gulf Cooperation Council state for at least 14 days.

Not under way · Confidence: medium · Reviewed 1 Nov 2026 · Scores from 1 to 10

This page answers: What could happen, how it is scored, and who is exposed?

Using this page
  1. Read the two scores: Likelihood and Impact are kept apart.
  2. Check what is happening, each fact with its source.
  3. Use the calendar for the dates to watch.

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Likelihood
4Elevated steady this month
Impact
4Elevated steady this month
Breadth4
Depth2
Duration4
Hard to substitute4
Canada pointNot added0

Impact is the average of the four parts, rounded, plus one point when Canada is directly hit on two or more channels, up to 10.

Two separate scales from 1 to 10. Strature never multiplies or merges them.

What changed

Dated, newest first

  1. Strature forecast F-0074: 61% (21 Aug 2026), resolves 2026-11-20, open [6]
  2. A six-week halt costs about 35,000 first Middle East departures (Strature calculation) [5]

Why it matters

Nepal stopped issuing labour permits for the Gulf on 1 Mar 2026, a day after the US-Israeli war on Iran began, and reopened them on 20 Apr. About 1.73 million Nepalis work in the Middle East, and remittances reached Rs 2,363bn in FY2025/26. A renewed strike on Iran could bring a second halt.

Why Likelihood 4 Brakes: the quick reopening under workers' demand; the weight of remittances. Two drivers with brakes holding give 4.

Why Impact 4 Threshold case a 14-day halt.

The other facts on file (4)
  • Permits for 12 countries incl. Saudi Arabia, UAE, Qatar, Kuwait, Bahrain, Oman suspended 1 Mar 2026, reopened 20 Apr on the Emergency Response Team's advice [1] (20 Apr 2026)
  • Ghimire: reopening follows foreign ministry advice and high demand from workers; three-quarters of Nepalis abroad in the Middle East; remittances over a quarter of a US$42bn economy [2] (21 Apr 2026)
  • Remittances Rs 2,363.13bn (about US$16.19bn) in FY2025/26; first-time approvals 505,957 to 406,519 [3] (26 Aug 2026)
  • About 1.73 million Nepalis in the Middle East; UAE 478,144, Saudi Arabia 383,865; one Nepali killed in Abu Dhabi [4] (Mar 2026)

Where it sits

Exhibit R-1 · Map

Where this risk sits

Size shows Impact. Colour shows the Likelihood band. The two scores are never combined.

Nepal halts labour permits to Gulf states again. Impact 4 of 10, Elevated. Likelihood 4 of 10, Elevated.
  • Low 1–3
  • Elevated 4–6
  • High 7–8
  • Severe 9–10
  • Bigger circle: higher Impact
  • Solid ring: under way
  • Red ring: highest Impact on this map
  • Where it starts
  • Who it reaches

The risk on this map

  1. Nepal halts labour permits to Gulf states againImpact 4 of 10, Elevated. Likelihood 4 of 10, Elevated. · Nepal
SourceStrature world-risk cards. Cards reviewed 1 Nov 2026. Map: Natural Earth 1:110m, Equal Earth projection. Country names imply no position on sovereignty.
Exhibit R-1 · NEPAL · strature.net

How it spreads

If

Between 1 Nov 2026 and 31 Oct 2027 Nepal's government suspends new labour permits for work in at least one Gulf Cooperation Council state for at least 14 days.

Not under way

Channels 4 on the card

  1. CanadaNo Canadian loss sourced.
  2. DeparturesA six-week repeat would cost about 35,000 first departures to the Middle East (Strature calculation) [5].
  3. RemittancesFewer new workers slow the flow that supports household income (Strature's view).
  4. Gulf employersGulf construction loses Nepali hires for the length of a halt.

Sectors 1

  • Banks and insurers

Who is exposed

Sectors
Banks and insurers

Three scenarios and their signposts

  1. S1

    Calm holds

    No new strikes; permits keep flowing.

  2. S2

    Short halt

    A new strike brings a pause of a few weeks, as in March.

  3. S3

    Long halt

    Attacks on Gulf cities keep permits shut for months.

The signposts of each scenario
PathSignpost
S1F-0074 resolves no on 20 Nov 2026. Strature forecast F-0074: 61% (21 Aug 2026)
S2An Emergency Response Team advisory
S3Nepali casualties in a Gulf state

No probability is given for the three paths.

Forecasts

Strature forecast linked to this risk

61%F-0074 · A renewed US or Israeli strike on Iran, 22 Aug-20 Nov 2026 (operative)
Strature forecast F-0074: 61% (21 Aug 2026) · resolves by 20 Nov 2026
050100%

Where the card uses it F-0074 resolves no on 20 Nov 2026. Strature forecast F-0074: 61% (21 Aug 2026)

A forecast is a probability on a dated question. The Likelihood score above is a separate judgement and is never turned into a percentage.

The forecast register lists every forecast and how it is scored.

Dates to watch

Calendar

The dates to watch

A dot is a day, a bar a month or a year; a hollow mark is tentative. The line marks today.

  1. 20 Nov 2026 F-0074 resolves (renewed US or Israeli strike on Iran). Strature forecast F-0074: 61% (21 Aug 2026) [6] Declared · Strature date

    Remind me

  2. 31 Oct 2027 End of the scored window [1] Declared · Strature date

    Remind me

Sign in, with alerts on, for an email 7 days and 1 day before.

SourceStrature world-risk card; the dates cite the sources below.
Exhibit R-3 · NEPAL · strature.net

The other side

The April reopening came quickly, under pressure from workers; a halt also shows a state that acts to protect its citizens abroad (Strature's view).

Connected in Strature

Sources

6 sources, numbered as the text cites them

  1. Labour permits reopened for 12 countries, including Gulf states. The Kathmandu Post · 20 Apr 2026 · News · confidence medium · retrieved 1 Nov 2026
  2. Nepal restarts Gulf work permits after Iran conflict halted labor migration (Reuters). The Jerusalem Post · 21 Apr 2026 · News · confidence medium · retrieved 1 Nov 2026
  3. 3.85% growth and Rs 2.36 trillion remittances: FY 2025/26 macroeconomic report. Nepal News · 27 Aug 2026 · News · confidence medium · retrieved 1 Nov 2026
  4. Remittances in Nepal: economy, migration, geopolitical vulnerability and the West Asia crisis. Nepal News · 15 Apr 2026 · News · confidence medium · retrieved 1 Nov 2026
  5. Strature calculation: first Middle East departures lost in a six-week halt (dossier NPL, NPL-gulf-war-hormuz-deep-22). Strature library · 6 Oct 2026 · Think tank · confidence medium · retrieved 1 Nov 2026
  6. Forecast register, row F-0074. Strature · 2026 · Think tank · confidence high · retrieved 1 Nov 2026

Reviewed 1 Nov 2026 · version 1 · last change: first review · All risks