The 6th freedom routes with stops en route make even more sense for EK as the ban on laptops in cabins does not apply from European airports such as ATH or MXP.
AC has recently stopped its seasonal YVR - DEL service but AI is still flying SFO - DEL six times a week. Maybe it is routes such as this which will win out. - assuming that the ban is long term which we don't know. Would any airline want to add capacity when the ban could have ended by the time the extra seats come on line?
Does anyone know what the load factor is like on EK's US routes? Reading the trade press it seems that Trump's ban on certain nationalities, which are the ones likely to transit via the Gulf airports, has reduced the number travelling, but I don't know if it is long term what with the courts ruling it illegal.