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8 direct mentions across 8 briefings, with 12 linked developments.
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Afghan and Pakistani representatives conducted peace talks in Urumqi and that Kabul called the discussions useful.
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Afghan and Pakistani representatives conducted peace talks in Urumqi and that Kabul called the discussions useful.
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Government of China dossier
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China
Fitch changed China’s long-term sovereign-debt outlook from stable to negative over expectations of increased government borrowing. Beijing rejected the concerns and described local hidden debts as manageable.
Approximate map position: country centroid. The extracted place did not have provider-resolved coordinates.
1 supporting public source attached
Chronology
Off Leash update 8 April IRAN •Just 90 minutes before Pres. Trump's deadline for Iran to reopen the Strait of Hormuz or see its "whole civilization" destroyed, Trump announced that Iran had agreed to a two-week ceasefire. Iranian officials and Pakistani mediators soon confirmed the truce. •Iran pledged to reopen the Strait and both sides agreed to join talks towards a more lasting peace, which will start in Islamabad on Friday. •Axios reported that Iran's new supreme leader, Mojtaba Khamenei, personally backed and blessed the deal. That suggests Khamenei - who holds his cards close but is thought to be a hardliner - has a pragmatic side too. •Investors believe the temporary truce will hold and markets rallied on the news of a deal. Shipping companies seem cautiously optimistic but want more confirmation that their ships won't be attacked before sending them through the Strait. LEBANON •Israel said the temporary truce between the U.S. and Iran does not include Lebanon, and the Israel Defense Forces continued to strike Hezbollah targets there. •Pakistan's prime minister said the U.S.-Iran agreement does include Lebanon. Lebanon's economy minister complained of "mixed signals." IRAQ •Kataib Hezbollah freed American journalist Shelly Kittleson yesterday - one week after kidnapping her in Baghdad. •The group apparently abducted Kittleson in order to use her as a bargaining chip to win the release of some of its members from Iraqi jails, and it worked: several imprisoned Kataib Hezbollah members were freed yesterday, too. AFGHANISTAN AND PAKISTAN •Afghanistan and Pakistan have been quietly engaging in peace talks in the western Chinese city of Urumqi this week. •Kabul called the talks "useful," but it sounds like both sides merely repeated the same tired accusations and demands they've been making for decades. •The only thing that China's Foreign Ministry could claim that this summit achieved was a vague alignment on "media coverage" (and the fact that it offered no further details on what that means shows how little alignment there really was). NORTH KOREA •North Korean state media published photos of Kim Jong Un's daughter and presumed successor, Kim Ju-ae, driving a tank during a military exercise. •Pyongyang's propaganda is always carefully crafted to send a specific message. These images of Ju-ae in military motifs are likely intended to convey that - despite being female in a deeply patriarchal society - she has the legitimacy to succeed her male ancestors. [They also show that North Korea has a low driving age: Ju-ae is thought to be just 13.] SPACE •NASA's Artemis II mission beamed some spectacular images from its lunar flyby back to Earth yesterday. You can see them here: https://t.co/6IqxEqVCCH.
Open source reportOff Leash update 23 December SYRIA •Turkey's Foreign Minister, Hakan Fidan, sparked controversy during his visit to Syria yesterday when he commented that the Kurdish-led Syrian Democratic Forces (SDF) has no intention of complying with its Spring 2025 commitment to integrate into the Syrian army by the end of the year. •Turkey considers the SDF a terrorist group and wants Pres. Ahmed al Sharaa's government in Damascus to do more to contain it and other Kurdish elements in Syria. •Al Sharaa's government seems reluctant to risk antagonizing either the SDF or Turkey, and thus finds itself in an awkward position between the two. •Syrian government forces briefly launched a half-hearted effort to take over some checkpoints in SDF-controlled parts of Aleppo, but quickly retreated after skirmishes that left two civilians dead. •Al Sharaa and the SDF would probably be content to maintain the status quo, and Damascus reportedly recently sent the SDF a proposal that would essentially formalize the separate arrangement they currently enjoy. •But that's unlikely to satisfy Turkey, which will probably continue to pressure al Sharaa to take a harder line against the SDF. CHINA •A new Pentagon report found that China likely loaded over 100 solid-fuelled DF-31 intercontinental ballistic missiles into silos near Mongolia recently, and concluded that the move suggests Beijing isn't taking Pres. Trump's efforts to engage in denuclearization talks seriously. •Beijing continues to deny that it's aggressively modernizing its military and arms arsenal. Chinese officials have repeatedly accused reports suggesting otherwise - like the Pentagon's latest - of trying to "smear and defame China and deliberately mislead the international community." •Separately, China slapped provisional anti-subsidy duties of 21.9% to 42.7% on European dairy products to - in Beijing's view - level the playing field between the domestic dairy industry and subsidized European imports. The European Commission called the new duties unjustified. SUDAN •Sudan's Prime Minister, Kamil Idris, pitched a peace plan that he called "homemade - not imposed on us" to the UN Security Council (UNSC). •Idris's plan is unlikely to gain traction: it calls for the paramilitary Rapid Support Forces (RSF) to agree to give up their arms and retreat to supervised camps. •The RSF - which recently captured El Fasher and has the upper hand in Darfur - certainly won't entertain the idea of surrendering its gains so easily. •Idris's proposal isn't going to win U.S. backing, either. Pres. Trump has instead pushed for a humanitarian truce that the U.S. and its allies on the UNSC will support over Idris's stillborn idea. LIBYA •Khalifa Haftar's Libyan National Army (LNA) has reportedly agreed to buy over $4 billion in arms and military equipment from Pakistan. •Details on the finalized agreement are hazy, but an earlier draft included 16 JF-17 fighter jets and 12 Super Mushak trainer aircraft on the LNA's shopping list. •If the deal goes through - which is a big if, since it appears to contravene the UN's arms embargo on Libya - it would be one of Pakistan's largest arms sales ever.
Open source reportOff Leash update 13 March 2025 UKRAINE •Having secured Ukraine's tentative agreement to Pres. Trump's 30-day ceasefire proposal, U.S. officials landed in Moscow to pitch the plan to Russia. •Russia seems lukewarm on the proposal. A Kremlin aide called it "nothing more than a short reprieve for Ukrainian forces," and complained that a 30-day truce merely gives Ukraine a break from fighting. •Russia favors a more permanent truce that solidifies its territorial gains, and has reportedly responded to the U.S. proposal with a list of demands that must be met before it agrees to a ceasefire. •Meanwhile Russia retook Sudzha, and has now nearly recaptured all of the Kursk region from Ukrainian forces who captured parts of it in recent months. Pres. Putin visited troops in Sudzha to show that the city - which was the largest Kursk settlement Ukraine captured - is now firmly back under Russian control. SYRIA •Interim Pres. Sharaa appointed a seven-man committee to investigate reports that his new government's forces are stoking sectarian violence and carrying out human rights abuses - including summary executions - against civilians in Alawite strongholds in western Syria. The committee will report its findings back to Sharaa within 30 days. •The Syrian Network for Human Rights, an NGO, estimates that at least 779 people have died in sectarian skirmishes in recent weeks, with government forces and pro-Assad militias each responsible for about half of those deaths. GAZA •A new UN report accused Israel of carrying out "genocidal acts" against Gazans by restricting medical supplies for maternity wards. Prime Minister Netanyahu immediately rejected the report's findings, calling them biased and anti-Semitic. PAKISTAN •Pakistan's military said it concluded its operation to rescue the estimated 400 hostages that the Baloch Liberation Army (BLA) captured after hijacking a train near Quetta on Tuesday. •The military freed around 300 of the hostages, but the BLA claimed that it executed 50 of the others to punish the Pakistani government for refusing to agree to a prisoner swap. •The episode was another sign that Karachi is struggling to contain the BLA's separatist militancy. CHINA •Taiwan's Pres. Lai accused China of escalating its "influence campaigns and manipulation" on the island in an effort to "absorb" it, and said that his government charged 64 people - mostly current of former Chinese military officials - with spying for China in 2024. •In response to Beijing's "infiltration," Lai vowed to introduce counter measures like more rigorous scrutiny of Chinese citizens' applications for Taiwanese residency. DRC •The Southern African Development Community (SADC) said it will conduct a "phased withdrawal" of its regional troops from eastern DRC, where at least 15 of them have died in recent fighting. •Having failed to keep the peace in eastern DRC, the SADC is now urging a "diplomatic and political solution" to the conflict. •Angola will mediate peace talks between DRC and the M23 next week. GREENLAND •Greenland's centre-right Demokraatit Party unexpectedly won the largest share of yesterday's vote, with around 30% support. •The Demokraatit Party favors gradual independence from Denmark, and will try to form a government that takes the territory in that direction. In addition, party leader Jens-Frederik Nielsen has vocally opposed Pres. Trump's suggestion that the U.S. could acquire Greenland, and will likely rebuff Trump's future overtures towards the island. VENEZUELA •U.S. envoy Richard Grenell announced on X that deportation flights to Venezuela will resume tomorrow. Pres. Maduro's government briefly blocked the flights to retaliate for the U.S. suspension of Chevron's operating license in Venezuela, but apparently has now reversed course under U.S. pressure. 1/2
Open source reportOff Leash update 26 Nov Tariffs •President-elect Trump said he would sign an executive order on his first day in office - Jan. 20, 2025 - to slap new tariffs of 25% on imports from Canada and Mexico, and 10% on China. Trump called the levies a "price" those nations must pay for their failure to stop the flow of illegal drugs and immigrants to the U.S. •All three affected countries immediately objected to the proposed tariffs. Canada objected politely, explaining that it's already working well with U.S. officials to block fentanyl trafficking "from China and other countries." •China, meanwhile, objected with hostility, calling the idea that it would deliberately send fentanyl precursors to the U.S. runs "completely counter to facts," and ominously warning that "no one will win a trade war or a tariff war." Hezbollah •It sounds like Israel and Hezbollah are close to finalizing a ceasefire deal that would give Israeli forces 60 days to withdraw from Lebanon and require Hezbollah to disarm along the border with Israel, where 5,000 Lebanese troops will deploy to help enforce the peace. •The terms of the latest proposal aren't public, but are said to closely track UN Security Council Resolution 1701, which ended the 2006 Israel-Hezbollah war. Except this time Hezbollah won't be allowed to rebuild its forces along the border. •Prime Minister Netanyahu and his cabinet will meet today to discuss the proposal, and Netanyahu is thought to be open to agreeing to the tabled terms - for once. That may mean Hezbollah and Lebanon gave in to his demand reserving the right to resume hostilities if Hezbollah breaks the truce first. •Meanwhile, Israeli forces have now reached the Litani River, which would form the northern frontier of the border buffer zone the Lebanese army will enforce after Israel withdraws south and Hezbollah withdraws north. Ukraine •Russia launched another new record number of drones at Ukraine overnight, once again targeting Ukrainian infrastructure. •Ukraine said it shot down or blocked most of the 188 drones that were launched over its border, but some reached their targets. •Russia is also making rapid gains on the ground: Reuters reported - citing analysts and war bloggers - that Russian ground forces are currently advancing at their fastest rate since 2022 using rapid, small-scale incursions to achieve footholds and then follow up with reinforcements to secure gains. •Meanwhile, Ukraine requested an emergency meeting of NATO ambassadors in Brussels today to discuss Russia's recent use of an intermediate-range ballistic missile against Dnipro last week. Ukraine hopes for "concrete and meaningful outcomes" from the meeting, but it's unlikely to win enthusiastic support from tired donors. Sudan •The Economist reported that the Sudanese army has made clear recent gains against the Rapid Support Forces (RSF) in central Sennar state and Khartoum in recent weeks. •The weakened RSF has signaled openness to a truce, but the army isn't willing to talk just yet. The RSF still controls most of southwest Sudan, and the army likely wants to improve its negotiating position by locking in more territorial gains before talks begin. Venezuela •Venezuela's opposition leader, Maria Corina Machado, called for a new day of demonstrations against Pres. Maduro's election theft on Dec 1. •Maduro's Minister of the Interior then accused Machado of orchestrating another conspiracy against Maduro and launched another bullying campaign against the opposition. In this case, police deployed to the Argentine Embassy to intimidate the many opposition figures from Machado's party who have taken refuge there.
Open source reportOff Leash Update 7 Aug Bangladesh •Student protesters in Bangladesh demanded that Pres. Shahabuddin ask Nobel peace prize winner Muhammad Yunus to lead the interim government after PM Hasina fled the country. •Yunus - who founded Grameen Bank, the world's first major microfinance lender, and was persecuted under Hasina's government - immediately agreed. •China finally bowed to U.S. pressure and enacted restrictions on three chemicals used to make fentanyl. •An estimated 100,000+ people (perhaps far more) Americans died from synthetic opioid overdoses in 2023, and China is one of the main sources of the chemicals used to make synthetic opioids. That's why the Biden administration has sought China's cooperation against fentanyl trafficking for almost three years. •These new chemical restrictions aren't a perfect solution, but they're a start. However, analysts believe China will point to this minor concession to demand larger U.S. concessions on issues it cares more about, like reducing tariffs or relaxing rules on exporting sensitive tech to China. •Separately, China used a Long March 6A carrier rocket to launch the first 18 of the "Thousand Sails" internet satellites that will eventually form a 15,000-satellite constellation to rival SpaceX's Starlink. Venezuela •Brazil, Colombia, and Mexico are urging Pres. Maduro and the opposition to respect Venezuelan law and lodge their appeals over the election Maduro stole through the appropriate channels (which include courts Maduro has stacked). •While that's not as forceful of a statement against the stolen election as other world powers have made, it's still significant that the three leftist-led countries have declined to recognize Maduro's re-election. It would be bolder of them to reject it - as the U.S. and EU have done. •The NYT reported that Maduro thought he had the election locked up, but was then surprised when supporters turned against him and voted for the opposition instead. •Maduro bizarrely blamed "international Zionism" for what he called a "coup d'etat" in the media's coverage of the election, which consistently shows him losing the vote. He still shows no inclination to admit his official stats are wrong. Gaza •Hamas appointed Yahya Sinwar - a bellicose senior figure thought to be the architect of the Oct. 7 attacks - to succeed Ismail Haniyeh as the group's political leader. •That collapses the chances of a near-term peace deal to near zero. •Roughly 300 Ukrainian (and pro-Ukrainian Russian) fighters in U.S.-made Stryker vehicles launched an incursion into Kursk, Russia yesterday morning, marking the largest Ukrainian attack on Russia since the war began. A Forbes staff op-ed called the operation "pointless" and "a shameful waste of precious military resources." •Russia says it repelled the incursion, but it reported three "civilian" deaths and at least 18 injuries. Ukraine says its fighters took out two T-62 tanks and a Kamov Ka-52 helicopter (with its crew), and took a few prisoners. Some reports say it's not over yet. •Separately, The Economist estimated that Russia's summer onslaught is forcing Ukraine to retreat by up to one kilometer per day. Sahel •Niger joined its fellow junta state, Mali, in cutting off diplomatic ties with Ukraine after Ukraine's alleged support for Tuareg rebels that embarrassed the Wagner mercenaries fighting alongside Malian soldiers in the north late last month. •Ukraine tacitly acknowledged supporting the Tuaregs, saying the rebels "received all the necessary information they needed" to locate and fight the Wagner-backed soldiers. •Russia didn't refer to the Tuaregs by name, but as "armed terrorist groups." That's misleading, because they're mostly ethnic Berber nomads and not Al Qaeda or Islamic State-aligned jihadists. But calling them "terrorists" helps Russia portray the Mali battle as part of the "Africa front" it accuses Ukraine of opening in their war.
Open source reportOff Leash update 8 May Gaza •Israeli ground troops entered Rafah yesterday and took control of the border crossing with Egypt. •The U.S. had cautioned Israel against invading Rafah, and the White House said it withheld the shipment of 1,800 x 2,000-lb bombs and 1,700 x 500-lb bombs to Israel last week because of concerns they could be dropped on Rafah - a move the BBC called the U.S.'s "biggest warning yet for Israel." •Perhaps in response to U.S. pressure, Israel appears to have toned down its Rafah plans from the full invasion it had envisaged to "a very precise" counterterrorism operation, and that tempered approach may have helped Hamas back down from its hard threat to walk away from ceasefire talks if Israel entered Rafah: negotiators from both sides remain engaged. •Some reports suggest that the proposal Hamas accepted - which PM Netanyahu seemed dissatisfied with - agreed to release 33 hostages...but that after Hamas's "minor word changes" dead hostages would count among the 33 to be released. Ukraine •Ukraine's security services said they had foiled a Russian plot to assassinate Pres. Zelensky and other military and political figures in Kyiv, and arrested two Ukrainian colonels suspected of treasonous collaboration with Russian intelligence agents on the plan. •Kyiv's official statement alleged that the Ukrainian colonels were part of a Russian-run network assigned to identify other potential traitors with links to Zelensky's security team who could capture the president and then kill him. •Russia has considered similar operations before: Zelensky recently told Italian media that he was aware of at least 10 previous Russian attempts on his life. •Separately, Russia launched a "massive" missile and drone attack on energy infrastructure targets throughout Ukraine early this morning, which was a rather violent way to commemorate today's national holiday celebrating the Soviet Union's victory over Nazi Germany in WWII. Ukraine said it intercepted 39 of 55 Russian missiles and 20 of 21 drones. Russia •Pres. Putin was inaugurated for a fifth six-year term as Russia's head of state. •Hopefully he didn't celebrate his inauguration in the same way he honored a 2013 visit by former (and late) Italian PM Silvio Berlusconi: Berlusconi's former aide recently recounted a bizarre anecdote from that trip in which Putin shot dead a deer and cut out its heart for his hunting buddy Berlusconi, who promptly puked behind a tree. •Anyway, Russian law now requires Putin to form a new government at the start of his new term, and - while he's allowed to roll over the exact same government in place now and has shown no sign of considering a major pivot - analysts say this could be a good time to make some minor changes. •In particular, some think Defense Minister Sergei Shoigu's job may be at risk after his deputy was sacked last month. China •The UK's defence secretary said his Ministry of Defence (MoD) believes a hack of its payroll system "was the suspected work of a malign actor," and media leaks strongly hinted that the MoD blamed China. China reacted to the implication, calling it a "fabricated and malicious slander." •Separately (though perhaps not entirely unrelated to news of Chinese hacking), TikTok sued the U.S. government over a proposed law that would force TikTok's Chinese parent company, ByteDance, to divest the app or face a ban. Afghanistan •A sticky bomb targeted a Taliban convoy in restive Badakhshan province today - just a day after the army chief said he'd addressed local farmers' concerns about the poppy ban and quelled their unprecedented protests over it (by threatening to bring the military in). It appears the farmers are still upset. Strategic Minerals •Chinese cobalt reached its lowest price since April 2016 - $29,065 per ton (min. 99.8% Co min, ex-works) - because of oversupply caused by a rapid expansion in Chinese processing capacity. China processes 70-80% of the world's cobalt.
Open source reportOff Leash update 17 April Middle East •Israel's war cabinet met for a second time yesterday, but adjourned without finalizing a plan to respond to Iran's drone and missile attack over the weekend - and postponed a third meeting that was set for today. The head of its army pledged Iran's attack would "be met with a response," though. •Israel has several options on the table, but all come with risks. The war cabinet is reportedly considering another strike in a third country (like the one in Damascus that started this tit-for-tat), a cyberstrike on Iranian infrastructure, and a strike on a symbolic target in Iran. The Economist pointed out Israel is unlikely to retaliate this week ahead of the Passover holiday next week. •The U.S. and EU are working on fresh sanctions on Iran's missile and drone programs, and both Western countries and Arab states are encouraging Israel to respond by "isolating Iran" (in Pres. Macron's words) instead of striking it back - though that idea is unpalatable in Israel, where hardliners are pushing for harsher revenge. •Separately, both Hezbollah and the Israeli army confirmed that an Israeli drone strike killed another Hezbollah commander in southern Lebanon, and Hezbollah drones targeted an Iron Dome battery in northern Israel, causing three minor injuries. China •New data showed that China's real GDP grew 1.6% in Q1 2024 vs. Q4 2023, and 5.3% year on year - thanks in part to a new focus on exporting goods to make up for weak domestic spending. That surge in cheap Chinese exports is putting pressure on local manufacturers in the countries receiving them, causing leaders like Germany's Chancellor Scholz to complain to Chinese officials about the flood of exports. •China's nominal GDP grew by less than its real GDP - 4.2% year on year - indicating that prices shrank 1.1%. China hasn't seen deflation since 1999, and economists say its emergence now is evidence of a lopsided economic recovery based on exports rather than internal growth. •A Chinese marathoner, He Jie, won Sunday's Beijing Half Marathon...but only after three African runners who were leading the race waved him through right before the finish line and then finished behind him in a three-way tie for second. Race organizers are investigating the peculiar camaraderie. Venezuela •Venezuela arrested two more senior energy officials as part of an investigation into billions of dollars that went missing in a crypto fraud at state oil company PDVSA. The arrest of these two vice ministers follows last week's arrest of former oil minister - and close Maduro ally - Tarek el Aissami. •Separately, Venezuela also arrested a well-known activist accused of plotting to assassinate Pres. Maduro. Caracas has been arresting activists and dissidents for political reasons ahead of July's election, so it's not clear whether there was actually an assassination attempt involved - this could have been another politically-motivated arrest. Other News •Dubai got two years' worth of rain - 6.3" or 16 cm - in 24 hours between Monday night and last night, leading to flooding and flight diversions. It's illegal to criticize the government in the UAE, so locals who told the AP of "absolute carnage" in the floods did so anonymously.
Open source reportOff Leash 10 April Gaza The NYT exposed a covert Iranian operation to flood the West Bank with smuggled weapons - mostly small arms - to foment chaos and create problems for Israel. Iranian officials told the Times the operation isn't focused on a particular armed group - rather, it aims to get guns into as many Palestinian hands as possible. Separately, Israel's defense minister, Yoav Gallant, contradicted his boss's earlier assertion that a date had been set for the ground invasion of Rafah to begin. Gallant told U.S. SecDef Austin that the date has not yet been decided. The U.S. and other countries are still urging Israel to use restraint and forge a peace deal instead of invading Rafah, and their pleas are becoming sharper and more direct. For example, yesterday Pres. Biden criticized PM Netanyahu's approach to Gaza in the harshest terms he's used yet, calling it a "mistake." China Fitch downgraded its long-term outlook for China's sovereign debt from stable to negative based on analysts' expectations that the government will boost its borrowing in an effort to jump start economic growth. Beijing called the downgrade a "pity" and insisted the local "hidden" debts Fitch was especially concerned about are manageable. Russia Melting snow is causing devastating floods along Russia's Ural river, forcing hundreds of thousands of people to evacuate their homes. The Ural floods every year as snow melts off the Ural mountains, but this year's floods are already the worst in decades - and haven't even peaked yet. Some Russians affected by the floods blamed Pres. Putin for ignoring their crisis and staged a rare protest to demand more government help. Separately, Russia's fun-hating republic of Chechnya extinguished another spark of joy by banning dance music that's either too fast (over 116 beats per minute) or too slow (under 80 beats per minute). Chechen musicians have until June 1 to re-record non-compliant tunes within the legal tempo range so they "conform to the Chechen mentality and sense of rhythm." Libya The U.S. State Department clarified recent reports about an American private security contractor - Amentum - training Libyan armed groups: the State Department says Amentum is only offering "classroom training" - not military training - and is conducting its sessions "outside of Libya." DRC Mortar fire killed three Tanzanian troops from the South African Development Community force fighting M23 rebels in eastern DRC. The blasts occurred at the same camp near Goma where two South African soldiers were killed in a similar attack in February. Other News A group of 2,000 elderly Swiss women won a landmark case at the European Court of Human Rights: the court ruled that Swiss policymakers violated the women's human rights by failing to implement adequate climate policies to prevent adverse health outcomes. The case sets a precedent for Europeans to sue their countries for better climate policies. Conservative Swiss media called the ruling "absurd." (EP note. Correct that is completely absurd!)
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