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15 direct mentions across 15 briefings, with 17 linked developments.
Latest linked intelligence
Xi Jinping and Kim Jong Un completed two days of meetings in North Korea, while state-media accounts offered few substantive details and did not mention North Korea’s nuclear program.
Unverified development · updated through
Xi Jinping and Kim Jong Un completed two days of meetings in North Korea, while state-media accounts offered few substantive details and did not mention North Korea’s nuclear program.
Open source reportGeography
Marker precision is disclosed on selection. Country and regional centroids show geographic scope, not an exact incident site.
Kim Jong Un dossier
12 mapped developments across 3 map positions. Centroid markers show geographic scope, not an exact incident site.
North Korea
A report that North Koreans were asked to swear loyalty to Kim Jong Un during a January 8 ceremony marking his 40th birthday.
Approximate map position: country centroid. The extracted place did not have provider-resolved coordinates.
1 supporting public source attached
Chronology
Off Leash update 10 June 2026 IRAN AND ISRAEL •The U.S. and Iran exchanged another round of strikes, but - as in other recent flare-ups - both sides exercised a modicum of restraint and justified their attacks as exact retaliation for specific incidents in an effort to uphold the broader ceasefire. •First, a U.S. AH-64 Apache helicopter went down near the Strait of Hormuz. Both pilots were rescued, but Pres. Trump blamed Iran for downing the gunship and ordered strikes against air defense and radar sites in southern Iran in retaliation. •Then Iran re-retaliated with drone attacks on U.S. military sites in the region, including U.S. Navy assets in Bahrain and a U.S. base in Jordan. •Iran accused the U.S. of "undermining" the fragile ceasefire, but neither side seems eager to abandon the truce or diplomatic negotiations, which Trump said Monday were "two or three days" away from reaching an agreement. •So the fragile detente holds, although - as The Economist noted - "the more the ceasefire is tested, the more likely it is to collapse entirely." UKRAINE •The European Union (EU) proposed a number of new measures to penalize Russia for its war in Ukraine. One idea would bar Russian soldiers and veterans who served in Ukraine from ever entering the EU; another would maintain the low $44 per barrel cap on Russian oil through 2027. This is the EU's 21st package of sanctions on Russia since the war began. PAKISTAN •Pakistan carried out another round of cross-border airstrikes inside Afghanistan that Islamabad claimed killed at least 26 Tehreek-e-Taliban Pakistan militants in three Afghan provinces. Afghanistan said the strikes killed at least 13 civilians, including 11 children. •Despite flare-ups like this, the neighboring countries are still technically observing a tenuous ceasefire that China helped mediate in March. NORTH KOREA •China's Xi Jinping concluded two days of meetings with Kim Jong Un in North Korea. State media stuck to their orders and celebrated vague pleasantries without divulging any real insight into what Xi and Kim discussed. •Analysts instead honed in on what was omitted from state media reports: Xi said nothing about North Korea's nuclear program - even though Pres. Trump claimed after his meeting with Xi last month that the two had agreed to work towards denuclearizing the Korean Peninsula. •One analyst suggested that Xi's avoidance of the nuclear topic with Kim suggests that Beijing has made "a very significant policy change to tacitly accept the reality of a nuclear North Korea" for the sake of maintaining strong bilateral relations with Pyongyang. EUROPE •Germany pulled out of the Future Combat Air System, a planned project to build a European fighter jet with France and Spain. •The project had been on life support after two French aviation majors - Dassault and Airbus - publicly disagreed over how to manage it, and Berlin's departure will probably be the long-anticipated death knell for the program, since France and Spain probably don't have the funding (or political will) to continue without Germany's support.
Open source reportOff Leash update 9 June 2026 COMING UP THIS WEEK •Apple's annual Worldwide Developers' Conference (WWDC) kicked off yesterday. This is Tim Cook's last WWDC as CEO of Apple; investors will want to hear what the company is doing to catch up to its tech rivals' advancements in artificial intelligence. •Yesterday was World Oceans Day, which Mercator Ocean International commemorated by releasing its annual Starfish Barometer report on ocean health. This year's report found that sea levels rose by an average of 4.2 mm per year between 2012 and 2025 - almost double the rate of the previous decade. •China's Pres. Xi wraps up a two-day visit to North Korea today. The fact that Xi is visiting Kim Jong Un - and not the other way around - exemplifies the geopolitical clout Kim has achieved by forging stronger ties with Russia over Ukraine: Kim is no longer solely dependent on China, and Xi needs to treat Kim more like an equal than he did before Kim cozied up to Pres. Putin. •The FIFA Men's World Cup kicks off Thursday with a match between South Africa and co-host Mexico. Games will be played at various locations in Canada, Mexico, and the U.S., culminating in a July 19 final expected to take place at MetLife Stadium outside of New York City. •The NBA finals are also taking place this week. After last night's game, the New York Knicks are leading the San Antonio Spurs 2-1. The next games will be played tomorrow and Saturday, with additional games slated for next Tuesday and Friday if neither team has reached the four wins they need to take the series. It's the first time in 27 years that the Knicks have reached the finals. •The 94th edition of the 24 Hours of Le Mans endurance race takes place Saturday to Sunday in northwest France. •Pres. Trump turns 80 on Sunday and will (unofficially) mark the milestone by hosting UFC Freedom 250 on the White House lawn. The event will feature two co-main events: a lightweight title fight between Ilia Topuria and Justin Gaethje, and a heavyweight bout between Alex Pereira and Ciryl Gane for the interim title. COMMODITY AND COIN MARKET PRICES •Aluminum: $3,604/ton •Antimony (global avg.): $35,538/ton •Bitcoin: $62,685 •Cobalt: $56,290/ton •Copper: $13,616/ton •Ethereum: $1,670 •Gold: $4,332/toz •Lead: $1,990/ton •Natural Gas (Nymex): $3.18/MMbtu •WTI Crude Oil (Nymex): $88.97/barrel •Zinc: $3,537/ton IRAN AND ISRAEL •Israel and Iran returned to war for about 15 hours, until Pres. Trump pulled Prime Minister Netanyahu back from the brink with another tense phone call. •Trump reportedly told Netanyahu that U.S. negotiators were within days of a breakthrough on nuclear talks with Iran, and would lose the opportunity to seal a lasting deal if Israel and Iran continued to exchange fire. •Iran readily agreed to pause strikes, too, but warned that it was ready to resume if Israel broke its side of the detente. (Except, apparently, in southern Lebanon, where Israeli strikes continued.) •The latest volley apparently started after Israel targeted Hezbollah sites in Lebanon. That Iran retaliated for strikes against its foreign proxies by firing directly at Israel - and ordering another of its proxies, the Houthis in Yemen, to join the fray and fire at Israel, too - shows how Iran sees its proxies' wars against Israel as an integrated part of its broader conflict. The extra dimensions that adds to truce talks will make it harder to reach a durable deal. ARMENIA •Armenian Prime Minister Nikol Pashinyan's pro-Western Civil Contract Party won re-election on Sunday...unless you ask the Russian media, who were instructed to portray the result - in which Civil Contract won 49.8% of the vote - as a loss for Pashinyan and highlight alleged voting irregularities. •Moscow resents Pashinyan's efforts to shift Armenia closer to Europe, and meddled in the election by banning key Armenian import categories to demonstrate the economic perks Armenia would lose if it swapped Russian suppliers for European ones. Pres. Putin pointedly warned Armenians last month that "the crisis in Ukraine began with efforts to move toward EU accession." CHINA •The U.S. Department of War added dozens of Chinese companies - including carmaker BYD and internet giants Baidu and Alibaba - to its list of firms linked to the Chinese military. The Pentagon considers listed firms to be national security threats and bars the U.S. military from doing business with them. •The companies emphatically denied having any military links, and the Chinese government criticized their blacklisting, calling it a pretext to protect American companies from strong Chinese rivals.
Open source reportOff 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. 3 Sept VENEZUELA •The U.S. carried out what the Pentagon called a "precision strike against a drug vessel operated by a designated narco-terrorist organization," killing 11 aboard and marking the first kinetic action of Pres. Trump's recently-amplified campaign against cartels. •Trump later said those aboard the targeted vessel - 11 of whom were reportedly killed in the strike - had been "positively identified" as members of the Tren de Aragua drug cartel, and repeated his claim that Venezuela's Pres. Maduro is the cartel's leader. •While some analysts reject the notion that Maduro directly controls Tren de Aragua, many read Trump's latest statement as the strongest suggestion yet that his anti-cartel campaign could - as Maduro fears - be used to target the Venezuelan regime. GAZA •The NYT reported on an emerging rift between Prime Minister Netanyahu and several of his top military and security officials over Netanyahu's stubborn opposition to a Gaza ceasefire deal. •Netanyahu's military chief of staff, national security adviser, foreign minister, and Mossad chief are reportedly among those advocating for a negotiated, phased peace deal. •While none of the officials opposing Netanyahu's stance have broken from protocol to publicly dissent, the fact that officials are anonymously speaking to the press about it reveals a real rift within Netanyahu's administration. •Meanwhile, the military is pressing forward with the other path: an offensive on Gaza City. •However, commanders are reportedly struggling to recruit the additional 60,000 reservists they'll need for the new offensive. •Many veterans and reservists have joined growing calls to end the war, and those who favor Netanyahu's tougher approach are already on active duty carrying it out. •New recruits are hard to find among the war-weary public - up to 80% of whom want Netanyahu to strike a deal to end the war and bring the hostages home, per recent polls. It's shocking that PM Netanyahu cannot get his own sons to serve their country in wartime. PALESTINIAN STATEHOOD •Belgium said it would join Australia, Canada, France, and the UK in recognizing Palestinian statehood at the UN General Assembly this month. •Like the UK, Belgium has attached conditions to its recognition: Hamas must first release all hostages and relinquish "any role in managing Palestine." CHINA •Judging by the reporting from China's gathering of world leaders for this week's military celebrations, the event has been a marvelous success. •State media captured Pres. Xi having a jolly good time with his Russian, Indian, and North Korean counterparts - Pres. Putin, Prime Minister Modi, and dictator Kim Jong Un - and all seem in great spirits today for the best part: Xi's mighty military parade. NORTH KOREA •It's Take Your Daughter to Work Day for Kim Jong Un's only child, "Dear Daughter" Kim Ju-ae, who joined her father on his slow-moving bulletproof train to Beijing and is attending this week's festivities by his side. •Ju-ae - who is thought to be about 12 years old - has been accompanying her father to important parades. UKRAINE •Speaking in China, Russia's Pres. Putin told Slovak Prime Minister Fico that he'd reached a "mutual understanding" on Ukraine with Pres. Trump when the two met in Alaska last month. •He then seemed to squash hopes for a near-term peace deal by reiterating his tired refrain that the "root causes of the crisis" - i.e., Ukraine's independence and westward tilt - "must be eliminated" first. TECHNOLOGY •U.S. Federal Judge Amit P. Mehta ordered Google to share some of its search result data with rival companies to remedy Google's monopoly on search. Notably, the decision does not require Google to sell its browser, Chrome. •This was the first U.S. antitrust lawsuit against a modern tech major, and it sets a somewhat lenient precedent for how U.S. courts will regulate potential abuses of power by tech companies.
Open source reportOff Leash update 1 Sept COMING UP THIS WEEK •Today is Labor Day in the U.S. Over 150 countries celebrate a similar holiday on International Workers' Day (May 1), but the U.S. chose a different date to distance its commemoration from the May 4 anniversary of the Haymarket Affair, in which anarchists and socialists infused the struggle for labor rights with violence. •Guyana votes for president today. The incumbent, Irfaan Ali, is favored to win, but he faces two strong challengers who have pledged to renegotiate Exxon's contract to reward voters with an even greater share of the spoils of their country's oil bonanza than the $7.5 billion the state received under Ali. •On Wednesday, China will host a Victory Day parade. North Korea's Kim Jong Un will attend, and prepared for his trip by visiting a new North Korean missile production line to practice being impressed by military kit. •In what will certainly be a less ostentatious affair than China's parade, Norway votes for parliament next Monday, Sep. 8. The Labour Party's coalition of left-leaning parties has a slight lead over a right-leaning coalition led by the populist Progress Party and the center-right Conservative Party. A less likely - but more interesting - outcome than an outright victory by either coalition could see the Labour and Conservative Parties each ditch their fringe coalition partners and form an unprecedented centrist coalition. COMMODITY AND COIN MARKET PRICES •Aluminum: $2,616/ton •Antimony (trioxide min. 99.65% fob China): $30,950/ton •Bitcoin: $108,575 •Cobalt: $33,335/ton •Copper: $9,902/ton •Ethereum: $4,391 •Gold: $3,472/toz - near record highs on concerns about stubborn U.S. inflation and uncertainty over the future of the Federal Reserve's independence following Pres. Trump's attempt to fire a Fed governor •Lead: $1,991/ton •Natural Gas (Nymex): $3.03/MMbtu •WTI Crude Oil (Nymex): $64.64/barrel •Zinc: $2,819/ton AFGHANISTAN •A shallow (i.e., worse), 6.0-magnitude earthquake struck eastern Afghanistan near the border with Pakistan, killing at least 600 - and probably far more. •The quake's timing was terrible: Afghanistan's hospitals were already underequipped and understaffed before the U.S. suspended foreign aid funding earlier this year, and the population they serve has expanded by over two million in recent months as Pakistan and Iran both evicted Afghan nationals. •Even more Afghan deportees are on their way home now, since today is Pakistan's deadline for them to leave or face arrest. YEMEN •An Israeli strike last Thursday killed Houthi prime minister Ahmed al Rahawi and several other senior Houthi bureaucrats, but the Houthis' military leadership - who really run the show - weren't part of the meeting that was targeted, and vowed revenge. •Analysts say the already-hawkish Houthi military leadership is likely to nurture its extremist tendencies now that there will be fewer comparatively pragmatic voices around to advocate for moderation - and with Iran weakened and less able to stand up for its proxies. GAZA •An Israeli airstrike reportedly killed Abu Obeida, who served as Hamas's military spokesman and was one of its last surviving senior leaders. •Israel believes the remaining few surviving Hamas leaders - including its current chief in Gaza, Ezzedin Al Haddad - are holed up among hostages in Gaza City, which will be the focus of Israel's imminent offensive. UKRAINE •Andriy Parubiy, a prominent Ukrainian parliamentarian who advocated for closer ties with the European Union, was assassinated in Lviv on Saturday. Ukrainian police quickly arrested a suspect and alleged a "Russian trace" behind the killing. 1/2
Open source reportOff Leash update 27 Aug COMING UP THIS WEEK •The two-day Shanghai Cooperation Organization (SCO) Summit starts Sunday. China's Pres. Xi, Russia's Pres. Putin, and India's Prime Minister Modi will all attend, but the meetings aren't expected to lead to groundbreaking new declarations or alliances. COMMODITY AND COIN MARKET PRICES •Aluminum: $2,638/ton •Antimony (trioxide min. 99.65% fob China): $30,950/ton •Bitcoin: $112,266 •Cobalt: $33,335/ton •Copper: $9,837/ton •Ethereum: $4,624 •Gold: $3,396/toz •Lead: $1,988/ton •Natural Gas (Nymex): $2.87/MMbtu •WTI Crude Oil (Nymex): $64.19/barrel •Zinc: $2,814/ton TRADE •Higher U.S. tariffs on India - which are, effectively, secondary sanctions on India for buying Russian oil - went into effect today. •Some feel India was unfairly singled out for an exceptionally high tariff rate of 50%, despite being largely aligned with U.S. geopolitical priorities and buying far less Russian oil than China, which is more of a geopolitical rival and yet enjoys a far lower tariff rate than 50% (for now). UKRAINE •Russian forces captured villages in Ukraine's Dnipropetrovsk region for the first time. Analysts suggest Putin is seeking new bargaining chips in case he's pushed to start negotiating a peace deal with Ukraine. GAZA •Two Israeli strikes on Nasser Hospital in southern Gaza on Monday killed at least 20, including five journalists, and drew widespread condemnation - including from the UN, which said there "needs to be justice" for the strike. Israel said it was aiming for a "camera that was positioned by Hamas" at the hospital. SAHEL •Russia's state-owned nuclear power company, Rosatom, signed a cooperation agreement with the junta in Niger to explore the radical possibility of building Africa's first nuclear power plant in the Nigerien desert. •Niger's current fiscal and technological state renders the construction of a nuclear power plant there virtually impossible - even with Rosatom's strongest. The cooperation agreement is probably more of a symbol of a switch of loyalty from France - whose state-owned Orano mined Niger's uranium for over 50 years - to Russia. DRC •DRC and the M23 resumed mediated peace talks in Doha, despite the M23's continued attacks in eastern DRC. •Both sides insist they're still serious about talking peace, but they've ignored self-set deadlines to resume talks by Aug. 8 and to finalize a ceasefire by Aug. 18, and have no additional motivation to seal a deal now. NORTH KOREA •Following a meeting with South Korea's Pres. Lee Jae-myung, Pres. Trump said he hoped to meet Lee's northern rival, Kim Jong Un, "in the appropriate future." It would be the fourth meeting between Kim and Trump.
Open source reportOff Leash update 27 May GAZA •Al Jazeera reported that Hamas agreed to a ceasefire proposal suggested by U.S. envoy Steve Witkoff, but Witkoff quickly dashed hopes for a quick truce when he told Reuters that the proposal Hamas accepted was not his, but was instead a "disappointing and completely unacceptable" plan of Hamas's own creation. •An Israeli official corroborated Witkoff's disavowal of the proposal that Hamas accepted and said no Israeli government could accept its terms - which reportedly called for the release of 10 living Israeli hostages in two groups, in exchange for a 60- or 70-day ceasefire, a partial Israeli withdrawal from Gaza, and the release of a number of Palestinian prisoners from Israeli jails. •Witkoff's latest proposal - which is still on the table - reportedly differs from the one Hamas accepted on several key points, including the timing and sequence of hostage releases. NORTH KOREA •North Korea has arrested three shipyard officials over last week's botched destroyer launch, which left Kim Jong Un fuming and the 5,000-ton warship partially submerged sideways. •Western analysts studying the bungled launch attributed its failure to "pointed to a lack of experience, as well as political pressure from Mr. Kim for quick results." •In particular, the shipyard that constructed the ill-fated 470-foot (143-meter) vessel had no experience building ships that large, and was forced to launch this first attempt the risky way - sideways - because it doesn't have a big enough dry dock to launch by flotation or an incline wide enough for a stern-first launch. VENEZUELA •Guyana's vice president, Bharrat Jagdeo, rejected propaganda videos his Venezuelan counterpart, Delcy Rodrigues, shared purporting to show Guyanese citizens boarding a boat to cross the Essequibo River to vote in Sunday's Venezuelan regional elections: "It is dishonest and a sign of desperation when the vice-president of Venezuela has to use a fake video to support false claims that people were crossing the border to vote in the elections." •The 125,000 Guyanese who live in Essequibo did not, in fact, cross the river to vote in Sunday's election. Rather, the 21,403 voters who chose representatives for the disputed region - which the newly elected officials cannot access and don't control - came from a specially-created sliver of Bolivar state on the Venezuelan side of the river. It's telling that all 14 representatives they choose came from Pres. Maduro's ruling party. DRC •Amnesty International accused the M23 - and, implicitly, the Rwandan army that controls it - of violating international humanitarian law by torturing, disappearing, and killing detainees in Goma and Bukavu. •Citing interviews with former detainees, Amnesty said the violations it documented "may amount to war crimes," and called on "regional and international actors [to] pressure Rwanda to cease its support for M23." •Meanwhile, M23 confirmed yesterday that former Congolese president Joseph Kabila has arrived in Goma. [Some suggest Kabila has been in Goma for weeks, but this is the first clear confirmation of his return.] •The confirmation of Kabila's return will unnerve Pres. Tshisekedi's government, which lifted Kabila's lifelong immunity last week and plans to prosecute him for backing Rwanda's invasion and (allegedly) encouraging a coup to topple Tshisekedi. CARS •A German court convicted four former Volkswagen executives of fraud for their roles in the Dieselgate scandal, in which over 11 million Volkswagen diesel cars were installed with "defeat devices" that helped them illegally cheat diesel-efficiency tests by reducing emissions by up to 40-fold when a car recognized it was being tested. •Though ignobly motivated, the scandal helped accelerate a shift from high-pollutin' diesel cars to electric vehicles. In Europe alone, diesel's market share went from over half in 2015 to under 10% today.
Open source reportOff Leash update Jan 7 North Korea •North Korean state media celebrated yesterday's test-launch with its usual bombastic rhetoric: the Korean Central News Agency (KCNA) said Kim Jong Un "personally oversaw" the successful test of a new type of intermediate range hypersonic ballistic missile intended to "reliably contain any rivals in the Pacific region." •Though KCNA quoted Kim's reassurance that "this is clearly a plan and effort for self-defence, not an offensive plan and action," the launch was clearly timed to sow fear during U.S. SecState Blinken's visit to South Korea. China •Taiwan detected damage to an undersea internet cable and blamed a ship linked to China. Taiwan quickly restored communications through other channels, but the incident served as a reminder that China's threats loom large over the island's infrastructure. Guantanamo •The U.S. transferred 11 Yemeni detainees from Guantanamo Bay to Oman, where they'll be resettled. •That leaves 15 prisoners remaining at Guantanamo. Three of the 15 are eligible for transfer but - like the Yemenis - come from unstable countries they can't be transferred back to (Somalia, Libya, and Stateless Rohingya Myanmar); the rest are being held indefinitely because they've been convicted / charged or are otherwise ineligible for transfer. Syria •After consultations with Syria's new leadership, the U.S. Treasury Department eased some restrictions on humanitarian aid transfers into the country. •Sanctions remain in place - meaning that weapons and military gear are still prohibited - but NGOs now have a little more leeway to provide basic services like healthcare and sanitation. Other News •As anticipated, Canadian Prime Minister Trudeau tendered his resignation. His Liberal Party will now choose a successor to take his place until a new general election that the strengthening Conservative Party looks likely to win. •The BRICS group of emerging economies formally approved Indonesia's entry to their ranks. •Happy Birthday Joanie!
Open source reportOff leash update 24 Dec Mozambique •Mozambique's highest court reaffirmed official election results naming the ruling Frelimo party's candidate, Daniel Chapo, the new president. •Opposition candidate Venâncio Mondlane - who came in second and fled the country just after the poll - had threatened a "new popular uprising" if the court didn't reverse results in his favor, and called on his supporters to stage new protests after the court's decision yesterday. They complied, turning out in droves to chant his name and throw rocks at police. Gaza and Yemen •Prime Minister Netanyahu told Israeli lawmakers that "some progress" had been made towards a ceasefire and hostage release deal, but added "I don't know how long it will take." •Meanwhile, Israeli defense minister Israel Katz publicly acknowledged that Israel was behind the July assassination of Hamas political chief Ismail Haniyeh in Tehran. It was always widely assumed that Israel was responsible, but this is the first time an Israeli official confirmed it. •Katz's comment on Haniyeh came in the context of a threat to Houthi leaders: "We will strike hard at the Houthis ... and decapitate their leadership – just as we did with Haniyeh, Sinwar, and Nasrallah in Tehran, Gaza, and Lebanon, we will do so in Hodeida and Sanaa." •The Houthis lobbed another ballistic missile towards Israel - their third in under a week - and vowed to keep firing "until the aggression against our people in Gaza stops." This missile was easily intercepted - though some Israelis suffered injuries while fleeing to shelter. Syria •Jordanian and Qatari diplomats visited Damascus to court Syria's new leaders. Most Arab countries broke ties with Assad after his 2011 crackdown on dissent, but they now see Syria's transition as a chance to rebuild relations with the new government. •Armed men torched a Christmas tree in the mostly-Christian Syrian town of Suqaylabiyah, and it sparked an uproar among Christians and other minority groups in Syria, who are skeptically waiting to see if the former Islamists now running the country will do as much as they've promised to preserve minority rights. •The UN's International, Impartial and Independent Mechanism for Syria - which was founded in 2016 to investigate ex-Pres. Assad's war crimes - said Syria's new government is "very receptive" to its efforts to gather evidence against Assad. Of course it is: many of Assad's worst crimes targeted rebels like them. North Korea •U.S. intelligence officials said that Kim Jong Un sent troops to support Pres. Putin - who Kim has called his "closest comrade" - on his own volition, and not because Putin asked for his help. •That's a shift from the initial narrative, which suggested Putin pleaded for Kim's help because he was suffering high casualty rates in Ukraine and desperately needed more soldiers (it now seems the North Koreans in Ukraine are being plucked off quickly, so they're proving to be poor reinforcements anyway). Venezuela •Pres. Maduro's loyal Attorney General, Tarek Saab, announced that 233 more political prisoners were be released in a belated Christmas gift (Christmas began Oct. 1 in Venezuela, per Maduro's decree). •Saab claims the government has now released 956 prisoners - of the ~2,000 arrested during Maduro's post-election crackdown - but rights groups haven't been able to independently corroborate that count. Other News •El Salvador's president, Nayib Bukele, overturned a years long ban on mining in the country and expressed hope that rich gold reserves could "transform" the economy. Environmentalists are appalled. •Earlier today, NASA's unmanned Parker Solar Probe flew closer to the sun than any earthman-made spacecraft has before, coming within 3.8 million miles (6.1 million km) of the star's surface.
Open source reportOff Leash update 12Nov Venezuela •A gas pipeline exploded at the Muscar Operations Center in Venezuela's Eastern Monagas state yesterday, injuring at least five. •The blast also forced state oil company Petroleos de Venezuela (PDVSA) to shut down the 63% of the country's fuel supply that comes from the facility. •Though Pres. Maduro may blame his usual bogeymen - the U.S. and its allies - early indications suggest the explosion happened because of poor maintenance and outdated equipment rather than sabotage. •It's not yet clear how long PDVSA's supply will be constrained. Mozambique •Opposition figure Venancio Mondlane called for new protests in Mozambique's cities, ports, and border posts tomorrow. •Authorities quickly - and apparently violently - quelled the first three rounds of demonstrations Mondlane incited against the election that he claims was stolen from him. •Countrywide internet restrictions make it hard to gauge the scale of the unrest, but a prominent Catholic leader said it's "already chaos." Gaza •Israel expanded one of Gaza's humanitarian zones in a token gesture towards meeting the Biden administration's demand to deliver more aid to Gaza or risk losing U.S. military funding. •Biden's national security advisor, Jake Sullivan, seemed to indicate that Biden's ultimatum on Gaza aid was a hollow one and Israel's progress on expanding aid won't be measured against any specific metrics: he told Face the Nation that the White House would evaluate "what sort of progress" Israel has made by tomorrow's deadline and then "make judgments about what we do in response." Iran •Saudi Arabia's Crown Prince MBS condemned Israel for committing "genocide" in Gaza and warned Israel against possible future direct strikes on Iran. •It was the harshest public criticism any Saudi official has made about the war, and perhaps a sign of Saudi's warming consideration for Iran, which sponsors the militants Israel is fighting in Gaza (and Yemen and Lebanon). •Separately, analysts are whispering that Pres. Trump could seek a new deal with Iran once he enters office. Under Pres. Pezeshkian - who is more moderate than his predecessor - Iran could welcome an accord. China •China's military showed off the new, Blackhawk-like Z-20 helicopter at the Zhuhai air show. •Pentagon analysts studied the model while it was being developed, and noted in a recent public report that it "will provide significant improvements in ASW (anti-submarine warfare) capabilities over the smaller... helicopters the PLAN [People's Liberation Army Navy] currently operates." North Korea •Kim Jong Un formally ratified North Korea's Comprehensive Strategic Partnership treaty with Russia last night, per state media. [Russia already ratified it last week, so with Kim's decree and the exchange of signed documents it will take effect.] •The pact formalizes the mutual defense support that North Korea and Russia are already lending each other, but it doesn't bind them to any specific commitments to come to each other's aid if certain red lines are crossed.
Open source reportOff Leash update. 15 October Iran •According to a Washington Post report, Israeli PM Netanyahu gave Pres. Biden his word that Israel would not strike Iranian nuclear facilities or oil assets in retaliation for Iran's ballistic missile barrage earlier this month. Per WaPo, Netanyahu said Israel's retaliation would instead focus on Iranian military targets. •Oil markets believe Netanyahu - oil prices dropped as fears of a supply disruption eased - but that doesn't mean Israel has truly ruled out targeting nuclear or oil assets. U.S. officials don't always take Netanyahu at his word - Bob Woodward's new book recounts Biden privately calling Netanyahu a "fucking liar" in the past - and Netanyahu's own office even walked back his commitment to avoid striking nuclear or oil targets. A new statement from Netanyahu's office said the PM will consider U.S. input but make final decisions in its national interest. Gaza •Israeli strikes targeted a Hamas command center stationed near the Al Aqsa Martyrs Hospital in Gaza. The resulting fire killed or injured dozens of Gazans who'd taken shelter at the hospital. •Hamas often hides its command centers amidst civilians in the hope that their presence will dissuade Israeli strikes. But according to a new NYT report, Israel has also been using human shields. The NYT says Israeli troops have "regularly forced captured Gazans to carry out life-threatening tasks" like scoping out Hamas tunnels or abandoned buildings for booby-traps. North Korea •North Korea accused South Korea of flying leaflet-dropping drones over Pyongyang for a third time this month, and lashed out in a symbolic response by dramatically demolishing unused roads that once connected the two neighbors. •Kim Jong Un and his sister, Kim Yo Jong, had threatened "immediate military action" in retaliation to the alleged drone incursions, but they're unlikely to instigate anything more provocative than blowing up some cracked asphalt: Pyongyang knows better than to goad a better-armed adversary into open conflict. China •Taiwan counted a record 153 Chinese warplanes participating in the one-day "Joint Sword-2024B" military drills that Beijing launched in reaction to a provocative speech by Taiwan's Pres. Lai Ching-te. •Taiwanese officials complained that "Any drills without prior warning will cause great disturbance to peace and stability in the entire region." Russia •A new report by the Ukraine-based Kyiv School of Economics Institute estimated that almost 70% of Russia's oil is being transported by its fleet of unregistered "shadow tankers." •According to the Kyiv institute, Russia uses its shadow fleet to evade sanctions and sell oil above the $60 per barrel price cap set for it, earning it $15-60 per barrel more. Multiplied by its estimated shadow fleet volumes of up to 120 million barrels per month, that's a lucrative workaround. •The Kyiv institute also warned that the shadow tankers are usually uninsured or underinsured, and have an average age of 18 years. Several have already run aground or collided with other ships. If one were to cause a major oil spill, it's unlikely Russia - which denies any official links to the shadow fleet - would pay for cleanup. Venezuela •Venezuela's sanctioned Attorney General, Tarek Saab, bizarrely accused Brazil's Pres. Lula and Chile's Pres. Boric of being CIA agents - because why else would they join the U.S. (and dozens of other countries) in questioning the legitimacy of Pres. Maduro's bogus claim to have won re-election? •Separately, opposition leader Maria Corina Machado made a moving audio appeal to Venezuelan soldiers to stop supporting a "regime that's on its way out" and join the opposition in forming a "new republic." •It's widely known that many Venezuelan soldiers - spanning all ranks and across all military branches - already quietly support the opposition and would defect as soon as they feel safe doing so. Appeals like Machado's may help turn the tide.
Open source reportOff Leash update 2 August Russia •After months of complex negotiations, Russia released sixteen prisoners - including wrongfully detained WSJ journalist Evan Gershkovich and former U.S. Marine Paul Whelan - in a swap that also saw Western countries release eight Russian prisoners - including very rightfully detained Russian assassin Vadim Krasikov, who was imprisoned in Germany for murdering a Chechen leader there. •The NYT noted that Pres. Putin "can use [Krasikov's release] to highlight his loyalty to Russian agents who get arrested abroad." Some analysts suggested he'll also use Krasikov to train new recruited hitmen to better evade capture. Ukraine •Ukraine received its first F-16 fighter jets on Wednesday - just before an end of month deadline for the initial transfer. These first jets came from Denmark and the Netherlands; it's not clear how many were in this first wave. Venezuela •U.S. SecState Blinken formally recognized Edmundo González as the winner of last week's disputed election in Venezuela, saying that "it is clear to the United States and, most importantly, to the Venezuelan people that Edmundo González Urrutia won the most votes in Venezuela’s July 28 presidential election." •Opposition leader Maria Corina Machado told the WSJ she's currently in hiding and "fearing for my life, my freedom" after Maduro allies called for her arrest and that of González, who ran in her place after she was barred from the ballot. North Korea •North Korea reported extensive damage from flooding in its northern regions bordering China. •Brushing off the recent swarms of "trash balloons" the North has floated over their shared border, South Korea offered to send humanitarian aid north to its bitter foe. If Kim Jong Un accepts the South's aid, it could lead to the first official talks between them in years. Israel •The NYT published new details on Israel's assassination of Hamas political leader Ismail Haniyeh in Tehran. Apparently the explosive device that killed Haniyeh was smuggled into the guesthouse where he was killed months ago. •The blast was so targeted that it killed only Haniyeh and his bodyguard, and Ziyad al-Nakhalah - the leader of Palestinian Islamic Jihad who was sleeping next door - was unscathed with very little damage to his room. •Meanwhile, Hezbollah leader Hassan Nasrallah spoke at the funeral of a Hezbollah commander killed in another recent Israeli strike - this one in Beirut on Tuesday, just before the blast that killed Haniyeh in Tehran. •Nasrallah exercised restraint by not calling for prompt retaliation (as Iran's Supreme Leader Ayatollah Khamenei did after the Tehran blast). Rather, he vaguely mentioned that the conflict with Israel had entered a "new phase" and warned Israel ominously but non-committally "You do not realize the red lines you have crossed." Hezbollah lobbed a few more rockets over the border. DRC •Ex-Pres. Kabila's wife, Olive Lembe Kabila, said that dozens of youth - reportedly linked to a militia with ties to the ruling Union for Democracy and Social Progress party - tried to break into their family home "to physically eliminate me" on Wednesday. •Mrs. Kabila blamed Tshisekedi and his government for relaxing security around their home to allow construction trucks to pass by. •There were also reports of heavy gunfire near important buildings like the Palais de la Nation, which houses Pres. Tshisekedi's offices, but those seem unrelated.
Open source reportOff Leash Update 30 July Commodity Prices •Aluminum: $2,289/ton •Antimony (ingot min. 99.65% fob China): $23,100/ton •Cobalt: $26,625/ton •Copper: $9,111/ton •Gold: $2,374/toz •Lead: $2,068/ton •Natural Gas (Nymex): $1.94/MMbtu •WTI Crude Oil (Nymex): $75.86/barrel •Zinc: $2,669/ton Venezuela •Pres. Maduro declared victory in yesterday's election. So did his opposition opponent, Edmundo González. •This time, Maduro claimed just 51.2% of the vote - just enough to avoid a runoff, but (Maduro probably hopes) not egregiously incredible enough to spark a revolution. •Many would-be observers boycotted the poll because Maduro tainted it from the start by bullying the opposition ( @MariaCorinaYA ) out of a fair race. And the few observers who participated cited widespread irregularities. •Electoral authorities also prevented the public from fact-checking its count by refusing to release paper tallies printed by voting machines at key polling places. Israel •On Saturday, a Hezbollah rocket killed at least 12 kids and teens on a soccer (football) field in the Golan Heights, a sliver of Syria that Israel occupied in 1967 and annexed in 1981. •Israel's security cabinet authorized PM Netanyahu to decide on the "manner and timing" of a response - likely involving counterstrikes in Lebanon. •One such counterstrike already took place: an Israeli drone strike killed two people and wounded three - including a child - in the southern Lebanese town of Shaqra. China •SecState Blinken criticized China's "escalating" and "unlawful actions" in the South China Sea during a trip to Laos - where he will meet Chinese Foreign Minister Wang Yi. •Blinken will also visit Vietnam, Japan, and the Philippines in an effort to befriend Southeast Asian countries that are feeling threatened by an increasingly bellicose China. North Korea •Saturday was North Korea's Victory Day - commemorating the 70th anniversary of the truce that paused (but didn't end) the Korean War. •Kim Jong Un invited a special guest for the occasion: Russian Defense Minister Shoigu. His presence at the Victory Day festivities serves as a reminder of the increasingly close ties between Russia and North Korea, which were further solidified by Pres. Putin's second visit to the Hermit Kingdom last month. Sahel •Tuareg separatists engaged Malian soldiers backed by Russian Wagner troops near Mali's border with Algeria and - according to the Tuaregs - "decisively obliterated these enemy columns" over three days of fighting. •The Tuareg have been fighting for independence since 2012, but they started this latest round of fighting in response to recent military offensives that recaptured formerly rebel-held territory. •The rebels say they seized "a large amount of equipment and weapons" and took "dozens" of Wagner fighters captive. •The Malian army says two soldiers died and also acknowledged losing a helicopter in another nearby rebel stronghold, but said nothing about Wagner involvement in the fighting...officially, Wagner personnel are only in Mali to train local troops and shouldn't be fighting alongside their "trainees." Libya •Libya convicted 12 current and former officials for their negligence in managing dams near Derna that collapsed last year, killing at least 4,300 - and possibly over 12,000. Several were ordered to repay funds obtained through "illicit means," suggesting that the court blamed their misdeeds (at least in part) on corruption. Other News •French authorities are blaming the far-left for last week's organized attacks on French train lines. Today they arrested a far-left activist in Normandy in connection with the incidents. •Meanwhile, a new coordinated infrastructure attack affected fiberoptic telecom networks throughout France (though Paris was not affected).
Open source reportOff Leash update 18 June Russia •Russia's Pres. Putin began an unannounced two-day trip to North Korea today. He's hoping to strengthen his friendship with one of the few world leaders still willing to send him weapons, and Kim Jong Un is hoping Putin will lend Russian assistance to North Korea's nascent satellite surveillance programs. •Both Russia and North Korea deny that they are arms trading, but Putin proclaimed that they are building "alternative mechanisms of trade" that aren't "controlled by the West" (i.e., subject to sanctions). •This was Putin's second trip to North Korea. His first - in 2000 - was the first time a Russian president visited the Hermit Kingdom. North Korea •While strengthening ties with Putin's Russia, Kim has been aggravating tensions with his southern neighbor. South Korean officials say North Korean soldiers have been laying mines and installing anti-tank barriers along the demilitarized border that divides the two Koreas since January. •South Korea reported firing warning shots earlier today to repel 20-30 North Korean soldiers who temporarily crossed over the border while building a barrier. Their incursion seemed accidental and they did not return fire. China •China opened an anti-dumping investigation into EU pork imports that analysts widely see as a retaliation for the EU's new tariffs on Chinese-made electric vehicles (EVs). •Beijing is likely targeting EU pork instead of a perfectly reciprocal levy on EU EVs because a tariff on EU-made EVs would also harm the Chinese brands making cars in Europe. •Meanwhile, the U.S. sided with the Philippines in its latest spat with China over Chinese bullying in the South China Sea. The U.S. called China "aggressive" for seizing two Philippine supply boats after colliding with a third one, and U.S. diplomats reiterated a warning that a 1951 treaty obligates the U.S. to defend the Philippines in case of an armed attack. Ukraine •A Ukrainian drone targeted one of Russia's two oil terminals in the southern port city of Azov, igniting a large fire. Hezbollah •While SecState Blinken tries to keep hope for an Israel-Hamas ceasefire deal alive, another senior U.S. envoy - White House adviser Amos Hochstein - is visiting Lebanon to lobby for an agreement between Israel and Iran-backed Hezbollah to end their cycle of tit-for-tack strikes over the border. •Hezbollah has linked its strikes to Israel's war in Gaza, so it would be unlikely to agree to a truce before the Gaza war ends.
Open source reportOff Leash update May 7 Gaza •Hamas said it has accepted the terms of a ceasefire proposal from Egypt and Hamas that could stop the fighting - at least temporarily. •The terms of the proposal aren't yet public, but the NYT reported that experts say it has only "minor word changes" from the one Israel recently offered. However, other reports suggest PM Netanyahu has already rejected the proposal Hamas accepted as "far from Israel's basic requirements." •The U.S. is pushing Israel to consider the proposal on the table and hold off on sending ground troops into Rafah, but the clock is winding down: Israel's War Cabinet approved the ground invasion of Rafah unanimously, and prospects for a deal will dim after that begins, since Hamas has threatened to walk away from talks once it starts. •Families of the remaining hostages are also pleading with Israel to accept a deal instead of invading Rafah: some of them are blocking highways in Ayalon to make their demands heard. •Separately, Israeli police raided the local offices of Al Jazeera after Israel's parliament ordered the network to cease operations in the country on national security grounds. Al Jazeera defiantly called the raid a "criminal action" and continued to criticize Israel's war in Gaza. North Korea •The Economist reported that North Koreans were asked to swear their loyalty to Kim Jong Un during a ceremony on Jan. 8 celebrating Kim's 40th birthday. Analysts think the loyalty oaths were designed to solidify Kim's grip on power by boosting his cult of popularity. Ukraine and Russia •Russia said it would hold new military exercises near Ukraine to practice for the possible future use of "tactical" battlefield nuclear weapons. •Pres. Putin has consistently denied - including as recently as March - that he's ever considered using tactical nukes, so these exercises seem like provocative bluster in reaction to recent escalating rhetoric from Western leaders like France's Pres. Macron, who refused to rule out sending French troops to Ukraine (though he most likely would never do so), and top UK diplomat David Cameron, who said Ukraine is free to use weapons from the UK to strike targets inside Russia. •Separately, Russia detained a U.S. Army soldier in Vladivostok on charges of criminal misconduct. U.S. military personnel are strongly discouraged against travel to Russia because of the risk of detentions like this. Libya •Royal Jordanian and Qatar Airways will resume flights to Libya's Tripoli International Airport this month after a long hiatus, and Saudi Airlines is in talks to start servicing Tripoli routes, too. That seems like a good sign of stabilization in Libya - though it took longer than planned to revitalize Tripoli's airport due to cost overruns.
Open source report