Off Leash Intel · loading
7 direct mentions across 7 briefings, with 6 linked developments.
Latest linked intelligence
The focus on sanctioned tankers indicates an intensification of existing U.S. naval enforcement against regime-linked vessels rather than restrictions on all Venezuelan maritime trade. Chevron’s legal exports and other lawful shipments would remain unaffected.
Assessment development · updated through
The focus on sanctioned tankers indicates an intensification of existing U.S. naval enforcement against regime-linked vessels rather than restrictions on all Venezuelan maritime trade. Chevron’s legal exports and other lawful shipments would remain unaffected.
Open source reportGeography
Marker precision is disclosed on selection. Country and regional centroids show geographic scope, not an exact incident site.
Chevron dossier
5 mapped developments across 2 map positions. Centroid markers show geographic scope, not an exact incident site.
Venezuela
A six-month U.S. authorization for Venezuelan oil sales expired, leaving affected U.S. companies 45 days to wind down transactions. Chevron’s separate authorization may remain valid and attributes current Venezuelan production of about 90,000 barrels per day to the company.
Approximate map position: country centroid. The extracted place did not have provider-resolved coordinates.
Chronology
Off Leash update 17 Dec VENEZUELA •In a Truth Social post, Pres. Trump said he had designated Nicolas Maduro's government a foreign terrorist organization and announced a "A TOTAL AND COMPLETE BLOCKADE OF ALL SANCTIONED OIL TANKERS going into, and out of, Venezuela." •While that sounds severe, analysts point out that the emphasis on sanctioned tankers suggests this will be more of a redoubling of ongoing U.S. naval operations against regime-linked boats in the Caribbean than a true blockade. •It won't affect Chevron's legal exports of Venezuelan oil; nor will it threaten legal shipments of other goods to and from Venezuela. And with global oil markets well supplied and China - as the main buyer of Venezuelan oil - unlikely to enthusiastically enforce sanctions, it likely won't have a lasting effect on oil prices either. •The new terrorist designation will, however, facilitate more seizures of sanctioned oil tankers. The U.S. is monitoring around 18 fully-loaded, sanctioned tankers in Venezuelan waters, and Axios reported that it plans to seize any that enter international waters. •The designation could also help build a case for the land strikes and direct military action Trump has repeatedly threatened against Venezuela. •The new measures will also further hobble Venezuela's ailing economy. Since oil is Venezuela's main source of export earnings, the blockade is likely to exacerbate already-high inflation and lead to a fresh surge in outbound migration. UKRAINE •U.S. and European officials wrapped up two days of meetings on Ukraine in Berlin after making some minor progress on possible ceasefire terms. •One new aspect of the tabled peace proposal would see U.S. intelligence and European troops reinforce Ukraine's post-war security and help deter a repeat Russian invasion in the future. Russia will certainly reject that idea; it didn't even bother to respond to the far more favorable plan the U.S. initially proposed. SAHEL •In an interview with pro-Kremlin media outlet TASS, Russia's Deputy Foreign Minister - Sergey Vershinin - accused the West of "waging a large-scale campaign to destabilize the situation" in the junta-run Sahel states of Burkina Faso, Mali, and Niger. •That's an odd accusation from an official representing the country that gained the most from the destabilizing coups that overthrew elected governments in all three Sahel countries. While there's no direct evidence that Russia was involved an any of the putschs, it was quick to capitalize on the opportunity to bolster each junta with no-strings-attached security support in exchange for mineral access. CRITICAL MINERALS •The European Union (EU) outlined a plan to lower its ambitions for replacing combustion engine vehicles with greener models - in part to reduce the costly compliance burden that lofty green targets have forced on struggling European automakers. •Instead of requiring EU-made vehicles to eliminate 100% of their carbon emissions by 2035, the new target would aim for a 90% reduction in emissions. That means carmakers could still produce hybrids and internal combustion engine cars after 2035 - though fewer of them than they're making now. •If adopted, the plan would reduce EU carmakers' demand for battery minerals like cobalt and rare earths. It's seen as a particularly welcome reprieve for the EU's luxury carmakers like Porsche, Mercedes-Benz, and BMW, who have struggled more with the green transition than their mass-market counterparts.
Open source reportOff Leash update 5 August UKRAINE •Pres. Trump said he may send envoy Steve Witkoff to Russia this week to push Pres. Putin towards a Ukraine ceasefire: "We’ve got to get to a deal where people stop getting killed." •Last Monday, Trump gave Putin 10 to 12 days to agree to a truce or face new sanctions - though Trump himself conceded that Putin could well ignore his ultimatum. Witkoff's visit may be a last-ditch effort to reach a deal before Trump's deadline. JAPAN •Australia signed a A$10 billion ($6.5 billion) deal with Japan's Mitsubishi Heavy Industries to build 11 Mogami-class multi-role warships for the Royal Australian Navy. The first three frigates will be built in Japan and delivered starting in 2029; the subsequent eight units will be built in Western Australia by Australia's own Austral (with Japanese help). •Japan ended its military export ban in 2014, and this is its largest defense deal since. It's also Australia's largest-ever defense deal. OIL •BP announced its largest new discovery in decades around 400 km offshore Brazil. Lab analysis will quantify the full extent of the discovery. •Separately, Wood Mackenzie said it expects Suriname to surpass Guyana in new oil exploration and drilling activity in 2025. Petronas, Chevron, Shell, and Total Energies are all actively operating in Suriname this year, thanks to recent Surinamese investment in licensing and regulating its natural resources.
Open source reportOff Leash update 25 July GAZA •After weeks of consideration, Hamas submitted its response to Israel's latest 60-day ceasefire proposal. •Hamas's response reportedly sought changes to the proposed clauses on humanitarian aid flows, post-truce areas of control, and - most contentiously - guarantees regarding an end to the war. •Specifically, Hamas wants Israel to commit to fully withdrawing from Gaza after the war, while Israel refuses to withdraw with Hamas still in control of the territory. •The U.S. and Israel promptly rejected Hamas's response and withdrew their negotiating teams from Qatar, and U.S. envoy Steve Witkoff angrily complained about Hamas's "lack of desire to reach a ceasefire." •Despite the U.S. and Israeli reaction, Hamas seemed surprised at how its response was received, and its officials remained optimistic that truce talks will continue next week. We'll see. •Meanwhile, the World Food Program estimated that one-third of Gaza's population of two million is currently "not eating for multiple days in a row." •Israel and the U.S. State Department blame Hamas for that: they - and the Gaza Humanitarian Foundation they back - allege that Hamas is systematically stealing humanitarian aid before it reaches hungry Gazans. (A new USAID study of 156 aid distribution incidents in June refutes this but acknowledges that an unacceptable share of aid falls through the cracks.) PALESTINIAN STATEHOOD •In a letter to Palestinian Authority President Mahmoud Abbas, Pres. Macron confirmed that France plans to recognize Palestinian statehood at this year's UN General Assembly in September, and will encourage its allies to do the same. •While most UN member states (147 of 193) recognize Palestine, France - which has Europe's largest Jewish and Muslim communities - would be the first G7 country to do so. •Israeli officials sharply criticized the long-expected announcement. Prime Minister Netanyahu said French recognition "rewards terror and risks creating another Iranian proxy," and Defense Minister Katz called it "a disgrace and a surrender to terrorism." VENEZUELA •Reuters reported that the U.S. is preparing a new authorization allowing Chevron to resume operations in Venezuela under stricter limitations than those defined in previous operating licenses that were cancelled in February. •Similar rights could then be extended to European oil companies - specifically, Italy's Eni and Spain's Repsol - under subsequent authorizations. •The newly tightened limitations would aim to force companies to swap certain imported supplies - rather than pay cash - for Venezuelan oil, thus further severing the Maduro regime's cash flow from oil sales. IRAN •Iran said it would allow inspectors from the UN's nuclear watchdog, the International Atomic Energy Agency (IAEA), to visit for the strictly limited purpose of reestablishing a working relationship between the IAEA and Iran. The visiting inspectors would not be allowed access to Iran's nuclear sites.
Open source reportOff Leash update 21 May GAZA •A day after Canada, France, and the UK criticized Israel for its "wholly disproportionate" war in Gaza, the UK paused its ongoing trade talks with Israel and announced new sanctions on Israelis accused of illegally settling in the West Bank and supporting violence against Palestinians. •Israel's Prime Minister, Benjamin Netanyahu, balked that its allies' criticisms have handed Hamas "a huge prize" and accused the allies of indirectly encouraging another Oct. 7-style attack. IRAN •CNN reported - citing new U.S. intelligence - that Israel is preparing a possible strike on Iran's nuclear facilities. •Though it's not clear whether Israel has approved a strike or only considered one, the possibility alone spooked oil markets and sent Brent crude futures up 1.3%. [Iran exports over 1.5 million barrels per day, which is the third-most in OPEC but still only ~1.4% of global production.] U.S. •Pres. Trump announced ambitious plans to build a "Golden Dome" missile defense system inspired by Israel's similarly-named "Iron Dome" network, which intercepts (most) incoming rockets and missiles. •The U.S. version would need to protect a far larger area, since the U.S. is 400 times larger than Israel. Estimates for the cost of a U.S. shield range from Trump's figure of $175 billion to a high Congressional Budget Office estimate of $542 billion. SYRIA •U.S. SecState Rubio told the Senate Foreign Relations Committee that Pres. Trump decided to lift U.S. sanctions on Syria because it calculated that Syria's interim government was "maybe weeks, not many months, away from potential collapse and a full-scale civil war of epic proportions—basically the country splitting up" and needed urgent sanctions relief for the best chance at avoiding that nightmare scenario. •EU foreign ministers followed the U.S. lead and lifted the remaining economic sanctions on Syria yesterday, but they also introduced targeted sanctions on Syrians accused of abusing human rights and sowing sectarian violence. SUDAN •Sudan's army clashed with the Rapid Support Forces (RSF) in Omdurman. •The army recaptured the nearby capital city of Khartoum from the RSF about two months ago, but it has struggled to regain control of the rest of the capital state amidst intense fighting in and around Omdurman. •The army now claims that the RSF has fled Omdurman, but ongoing gunfire suggests that claim may be premature. AFGHANISTAN •U.S. SecDef Hegseth announced a fresh inquiry into the military's chaotic 2021 withdrawal from Afghanistan and appointed his chief spokesman - not a uniformed military officer - to lead the panel. The NYT noted that his unusual appointment "appeared to reflect a skepticism that uniformed military leaders would hold each other accountable." VENEZUELA •Venezuela freed a jailed U.S. Air Force veteran, Joseph St. Clair, in an olive branch that Caracas hopes will inspire Pres. Trump to extend Chevron's license to operate in Venezuela. •St. Clair was arrested in October at the border with Colombia, and the U.S. designated him "wrongfully detained."
Open source reportOff Leash update 25 March 2025 VENEZUELA •Pres. Trump accused Pres. Maduro's government of "purposefully and deceitfully" sending criminals and murderers - i.e. the Tren de Aragua gang - to the U.S., and announced plans to impose a punitive 25% tariff on all imports from countries that buy oil from Venezuela - even indirectly. •The largest buyers of Venezuelan oil are China, the U.S. (via Chevron's production, which Trump has ordered to wind down), Spain, and India. Rystad Energy thinks the threat of new tariffs will lead those buyers to seek other sources of oil, which should be fairly easy for all four countries: Venezuelan oil is not a major share of total oil imports for any of them. •Separately, the U.S. resumed deportation flights to Venezuela via Honduras after striking a deal with both Venezuela and Honduras over the weekend. TURKEY •Pres. Erdogan isn't backing down from his standoff with Istanbul mayor - and potential rival for the presidency - Ekrem Imamoglu. •Erdogan had Imamoglu fired from his mayoral post and re-arrested on Sunday - just hours before Imamoglu's party planned to name him as its candidate for the next presidential election. •Erdogan accuses Imamoglu of corruption and supporting terrorism; Imamoglu says the charges against him are bogus and politically motivated. •Tens of thousands of Turks seem to side with Imamoglu: the mayor's arrest sparked the biggest protests Turkey has seen in over 10 years, and Erdogan's authoritarian response - to arrest over 1,000 demonstrators, including journalists - risks feeding protesters additional grievances against Erdogan to rally behind. GAZA •Egypt proposed a new, limited ceasefire proposal for Gaza and said Hamas responded positively to the terms, which would see Hamas release five hostages in return for Israel lifting restrictions on aid flows. •Israel said it hadn't seen the proposal yet. AFGHANISTAN •The U.S. lifted bounties on three senior Taliban officials: Sirajuddin Haqqani, Abdul Azizi Haqqani, and Yahya Haqqani. •The reprieve was apparently part of a deal that U.S. envoy Adam Boehler struck when he visited Kabul last week. In return, the Taliban released a U.S. citizen who had been detained in Afghanistan for over two years. SOUTH SUDAN •South Sudan continues to edge closer to another civil war. Forces loyal to Pres. Kiir carried out airstrikes on a military base aligned with First Vice President Riek Machar near Juba on Sunday, and then arrested several of Machar's senior allies yesterday. •Kiir's side accused Machar's opposition of "scaling up their movements" and said Machar's forces had deployed a patrol "in military formation" to observe army positions. Both sides seem to be preparing to fight.
Open source reportOff Leash update 27 Feb Ukraine •The new U.S.-Ukraine mineral deal is taking shape quickly: it was only announced Tuesday (though speculation was swirling before that), and Pres. Zelensky will fly to Washington tomorrow to sign the final agreement. •Negotiators leaked a draft of the agreement dated Tuesday to the media, and several outlets published the full text (https://t.co/WCfpbsvV3e). Some takeaways: oUkraine will put half of its revenues from future mineral and energy sales into a new, U.S.-controlled investment fund that will reinvest some of the funds into rebuilding Ukraine. oThe fund will only draw on revenues from new projects; proceeds from existing mines, oil wells, etc. are not part of this arrangement. oThe only reference to U.S. security guarantees is highly noncommittal - paragraph 10 says the U.S. "supports Ukraine’s effort to obtain security guarantees needed to establish lasting peace" - but Zelensky said he's content with that wording. Trump told his cabinet the onus for security guarantees should be on Europe - not the U.S. oTrump's initial demands for a $500 billion contribution target and Ukraine's commitment to repay twice the amount of any future U.S. aid were both omitted from the draft. •Ukraine has large untapped reserves of several critical minerals whose development could contribute to this fund, including uranium (Europe's largest reserves!), graphite, lithium, titanium, natural gas, and rare earths. However, around 40% of its mineral resources are in regions Russia controls - and would likely keep in a peace deal. Gaza •Hamas and Israel both fulfilled their part of a delicate hostage-prisoner swap yesterday: Hamas returned the remains of four deceased hostages - and crucially, did so without any of the macabre theatrics that marred prior handovers - and Israel began releasing the 600-plus Palestinian prisoners it agreed to free in return. •This swap went smoothly, but the Gaza ceasefire remains fragile, and Israel and Hamas still haven't agreed on terms for the second phase that begins on Sunday. •Israel estimates that Hamas now holds about 25 living and 30 deceased hostages. Syria •Prominent Syrians who attended Pres. al Sharaa's two-day nation-building conference this week left underwhelmed. Several said the summit was poorly organized, left out key stakeholders (like the Syrian Democratic Forces), and failed to make meaningful progress towards planning Syria's future. Venezuela •Pres. Trump announced that he was cancelling Biden-era concessions that allowed Chevron to continue producing and exporting Venezuelan oil because Pres. Maduro failed to implement promised electoral and immigration reforms. •Chevron's license to continue production and export despite sanctions brought an estimated $4 billion into Maduro's state coffers and represented around a quarter of Venezuelan oil production while it was in force. Sahel •The Alliance of Sahel States - Burkina Faso, Mali, and Niger - unveiled a new flag for the triad their juntas formed in opposition to ECOWAS. •In keeping with their modus operandi of doing the opposite of whatever their former colonizer - France - would do, the flag they designed is an affront to modern vexillology that breaks all the important rules of flag design (no lettering, simple design a child could draw from memory, 2-3 basic colors that contrast well, etc.)
Open source reportOff Leash Update 19 April Israel and Iran •Israel launched at least one missile - and perhaps some drones - into Iran, and Iran's air defenses were heard in Isfahan and Tabriz provinces. •Iran said its air defenses successfully downed some Israeli drones, but explosions heard near Isfahan suggested they may have missed others. •Isfahan is where one of Iran's main nuclear enrichment and missile facilities is located, but Israel had assured the U.S. before the strike that it wouldn't target nuclear facilities. Indeed, Iranian officials told the NYT the Isfahan strikes hit a military air base instead. •Israeli media say the intent was to have the last word without inflicting such a black eye that Iran's hardliners will demand re-re-retaliation. •Separately, the U.S. vetoed a UN Security Council resolution that would have brought a vote on Palestinian statehood to the full General Assembly, where it probably would've passed (around 140 countries of the 193 UN member states have already recognized Palestine to some degree). •U.S. Deputy Ambassador to the UN explained afterwards that the veto "does not reflect opposition to Palestinian statehood but instead is an acknowledgment that it will only come from direct negotiations between the parties." Russia •Germany arrested two men suspected of plotting with Russia to sabotage military facilities - including Grafenwoehr, where U.S. soldiers carry out M1 Abrams tank training with Ukrainian troops. •Separately - though perhaps linked to the same foreign intelligence handlers - Poland arrested one of its nationals for allegedly spying for Russia as part of an early plot to assassinate Ukraine's Pres. Zelensky. Polish police say the suspect "proactively established contact" with Russia. Venezuela •Though the U.S. allowed a six-month license permitting Venezuelan oil sales to expire yesterday, U.S. companies doing business in the Venezuelan oil sector will have 45 days to wind down their sales, and the exceptional license granted to Chevron (which is currently producing about 90,000 barrels per day in Venezuela) may even remain valid after that. •Pres. Maduro called the U.S. action (or rather, inaction on renewing license 44) a "grave error" and part of a "blackmail threat" [to blackmail him into holding free and fair elections?]. Other News •Kenya's military chief, Gen. Francis Ogolla, died along with nine other senior Kenyan military officials in an apparently accidental helicopter crash about 250 miles (400 km) northwest of Nairobi. Two survived, including the pilot. •Voting in the world's largest democracy - India - began today. PM Modi is sure to win reelection, but the strength of his win will be seen as a gauge of support for his policies - especially on the economy. The election runs through June 1.
Open source report