Off Leash Update: Coalition Strains, Strategic Competition, and Political Disruption

Off Leash Update 4 June

Gaza •Two far-right members of PM Netanyahu's fragile coalition - his national security minister and finance minister - threatened to bring down his government if he accepts the ceasefire deal Pres. Biden proposed. The opposing ministers say they'll refuse any deal that lets Hamas survive as a political entity. Ukraine •On Friday, the Biden administration said it would allow Ukraine to use U.S.-supplied weapons to strike targets inside Russia. Later that day, Ukraine did just that: it used HIMARS launchers to target Belgorod Friday night, and may have also used U.S. weapons to destroy a Russian S-300 yesterday. A Ukrainian official observed that the S-300 "burns beautifully." Russia •Russian bots are flooding EU voters' news feeds with disinformation ahead of this weekend's election for the regional parliament. Aside from the usual fake news about Ukraine, Russian e-trolls are churning out false stories to create skepticism about liberal EU climate policies to nudge voters to support candidates who are more open to relaxing sanctions on Russia and buying more Russian gas. Iran •Iran's acting Foreign Minister, Ali Bagheri, acknowledged that the U.S. and Iran continue to engage in indirect talks via Omani mediators: "We have always continued our negotiations…and they have never stopped." Bagheri would know: he was a lead participant in the discussions earlier this year. Sahel •Bloomberg reported that Russia's state nuclear company, Rosatom, is negotiating with Niger's junta to acquire French mining assets in the Sahel. Niger is the world's seventh-largest uranium producer - with about 4% of global production last year - and the junta would be happy to sever more ties with the country's former colonial power (France) in favor of Russia, which has been sending Niger military support with few overt strings attached. North Korea •I should clarify yesterday's news about South Korea pulling out of its 2018 non-escalation pact with North Korea: the North already suspended its side of the deal and the South partially suspended it last year, so Seoul's latest move would only sever the thin remaining symbolic threads of the original pact. •The North is probably more upset about the threat of K-pop and real news blasting over the border than the South is about the trash-filled balloons floating over to its side. One analyst summarized Kim Jong Un's dilemma nicely: "Kim doesn't want his people to know about their relative deprivation and the quality of life in the free world. He is more afraid of [K-pop band] BTS than U.S. nukes." South Africa •South Africa's African National Congress (ANC) is reportedly in talks with the Democratic Alliance (DA) about a coalition government. South Africa's stocks, bonds, and currency rose on the news that the ANC plans to work with the pro-business DA instead of a less business-friendly party like Jacob Zuma's MK. Other News •Nigerians are striking en masse to demand higher wages amidst the highest inflation levels in 28 years - caused in part by Pres. Tinubu's efforts at economic reform, which included ending disastrous fuel subsidies. Workers protesting the economically painful adjustments Tinubu's reforms have shut down the national security grid and suspended operations at major airports.