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21 direct mentions across 21 briefings, with 23 linked developments.
Latest linked intelligence
Venezuela’s interim government announced talks with the opposition aimed at strengthening democracy. Opposition leader María Corina Machado remains in exile and will not lead the talks, while the United States is encouraging her return.
Unverified development · updated through
Venezuela’s interim government announced talks with the opposition aimed at strengthening democracy. Opposition leader María Corina Machado remains in exile and will not lead the talks, while the United States is encouraging her return.
Open source reportGeography
Marker precision is disclosed on selection. Country and regional centroids show geographic scope, not an exact incident site.
María Corina Machado dossier
22 mapped developments across 1 map positions. Centroid markers show geographic scope, not an exact incident site.
Venezuela
All 10 parties in the main opposition coalition backed former diplomat Edmundo González for the July presidential election after María Corina Machado remained barred from running.
Approximate map position: country centroid. The extracted place did not have provider-resolved coordinates.
Chronology
Off Leash update 16 July 2026 IRAN •The U.S. carried out more strikes on Iran, including one that debilitated an empty tanker heading to Kharg Island to load oil. Iran hit back with strikes on U.S. military bases in Bahrain and Kuwait. •Iran responded to Pres. Trump's threats to strike Iranian infrastructure with an ominous warning that it would retaliate in kind and "all infrastructure in the region will be crushed under steel blows.” •Still, Iran's chief negotiator, Parliament Speaker Brig. Gen. Mohammad Bagher Ghalibaf, signaled openness to "diplomacy and negotiations" - in addition to war - in an address to the nation. •Ghalibaf is one of the more moderate voices in Iran's leadership, and he faces resistance - and even physical attacks - from hardliners who despise the idea of negotiating with the enemy. Immediately after Ghalibaf's televised address, a foreign ministry spokesman denied that Iran had any intention of resuming talks. •Meanwhile, an internal Pentagon estimate concluded that the total cost of the Iran war could reach $80 to $100 billion - far higher than the public estimate of $31 billion, which omitted many of the costs of indirectly supporting the operation. UKRAINE •Pres. Zelensky sacked his defense minister, Mykhailo Fedorov, after just six months. Insiders say the 35-year-old leader of Ukraine's game-changing drone program clashed with older generals in his ministry and established defense contractors who resented his innovative approach to warfare. HONG KONG •Authorities in Hong Kong raided independent bookstores yesterday, seizing books with "seditious content" - reportedly including a biography of jailed pro-democracy tycoon Jimmy Lai - and arresting five booksellers for stocking content "with seditious intention." •This was the third recent round of raids on independent bookstores in Hong Kong, and part of a broader crackdown on dissent enabled by a draconian 2024 national security law that punishes "seditious intention" with up to seven years imprisonment. VENEZUELA •Venezuela's interim government announced that it will begin talks with the opposition, with the goal of "strengthening democracy." The government is floundering for legitimacy after botching its response to devastating twin earthquakes, and it probably hopes the opposition will have some better governance ideas. •The opposition's popular leader, Maria Corina Machado, will not lead talks with the government. She remains in exile - though the U.S. is now encouraging the interim government to welcome her back to Venezuela.
Open source reportOff Leash update 24 April IRAN •The NYT published an excellent report describing how the war has shifted power in Iran from the powerful late Ayatollah Ali Khamenei to a group of Islamic Revolutionary Guards Corps (IRGC) generals who are now calling the shots. •Pres. Trump has called Iran's new leaders "much more reasonable" than the clerics who imposed the previous Supreme Leader's dictates, and in some ways they are. They're more focused on economic interests than theocratic ones, which makes them more open to the kind of deal Trump can agree to. But their grasp of geo-economic power is also what emboldens them to wield it - for example, by choking off the Strait of Hormuz. •It was reportedly the Guards who decided not to attend a second round of peace talks in Islamabad. Their voices prevailed over those of Iran's President, Masoud Pezeshkian, and Foreign Minister, Abbas Araghchi, who both favored joining talks. Pezeshkian and Araghchi have been seemingly sidelined as the Guards assumed control of the war. •Separately, Pres. Trump has reportedly asked FIFA - which awarded him its inaugural Peace Prize last year - to disqualify Iran from this summer's World Cup and replace it with Italy, which failed to qualify for the tournament. Italy's sports minister said the pity invite would be "inappropriate," adding: "Qualification is on the pitch." Italian fans largely agree. LEBANON •Israel and Lebanon agreed to extend their 10-day truce by a further three weeks. •Like the initial deal, this agreement was brokered and announced by Pres. Trump, who again cajoled reluctant Israeli Prime Minister Netanyahu into accepting it. •Also as in the first deal, Lebanon - which is not fighting Israel - signed a truce with Israel on behalf of Hezbollah, and can do little to ensure that Hezbollah respects a truce it didn't agree to. [It bears mention that - except for some skirmishes in the south - Hezbollah has mostly respected the ceasefire so far. It has used the reprieve as an opportunity to bury its dead.] VENEZUELA •Venezuela's Acting President, Delcy Rodriguez, announced an end to the amnesty law her government enacted in February under pressure from the U.S. •Rodriguez said 8,616 people had been freed from Venezuelan prisons in the three months the measure was in effect, but rights groups say the true figure was closer to 700. •In addition, most of the political prisoners the U.S. wanted released or exonerated were expressly excluded from the amnesty, and 473 of them are still in prison or have been reincarcerated. •Rodriguez's government still wants to add opposition leader Maria Corina Machado - who faces treason charges that have deterred her return to Venezuela - to that count. •Rodriguez obliquely noted that "there are other avenues through which [the excluded cases] can be addressed," but declined to add detail and doesn't seem serious about addressing them. •Rodriguez especially won't want to facilitate Machado's return to Venezuela, where Machado remains popular and a threat to Rodriguez's unelected regime.
Open source reportOff Leash update 2 March COMING UP THIS WEEK •China's National People's Congress - a rubber-stamp parliament - opens its annual meeting Thursday. Analysts expect it to set a slightly lower GDP growth than last year's target: perhaps 4.5% instead of 5.0%. •The Winter Paralympics start Friday in Milan and Cortina d'Ampezzo, Italy. •Colombia votes for its parliament Sunday, which is also International Women's Day and the beginning of Daylight Savings Time in the U.S. (but not in Europe, where clocks change Mar. 29). COMMODITY AND COIN MARKET PRICES •Aluminum: $3,140/ton •Antimony (trioxide min. 99.65% fob China): $30,950/ton •Bitcoin: $66,223 •Cobalt: $56,290/ton •Copper: $13,344/ton •Ethereum: $1,951 •Gold: $5,392/toz •Lead: $1,962/ton •Natural Gas (Nymex): $3.01/MMbtu •WTI Crude Oil (Nymex): $72.21/barrel - Some analysts expect this to rise to $85-90 when markets open today because of Iran's naval blockade of the Strait of Hormuz following U.S. and Israeli strikes over the weekend. •Zinc: $3,317/ton IRAN •The U.S. and Israel bombed Iran on Saturday morning, targeting a daytime gathering of senior Iranian figures - including Supreme Leader Ayatollah Khamenei - in some of their opening strikes. •Iranian state media confirmed early rumors that Khamenei was killed in the strikes. Many Iranians cheered his death and the end of his 37-year theocratic reign; others - largely religious ultraconservatives - mourned his loss. •The regime announced 40 days of mourning and said the constitutionally-defined process of appointing his successor would begin immediately and could anoint the next Ayatollah within days. •Candidates include his son, Mojtaba; his loyal aide, Ali Larijani; and several hardline clerics. Whoever is picked will immediately have a target on their back. That said, all the top candidates probably already do: Israeli Prime Minister Netanyahu said his military has "thousands more targets" in its sights. •The Islamic Revolutionary Guard Corps (IRGC) vowed to avenge Khamenei's death, but much of the IRGC's leadership - including its top commander - died with him. •The decapitated IRGC still retaliated by launching ballistic missiles at Israel and several countries in the region that host U.S. military bases. Most were easily intercepted, but some caused damage and a few caused casualties - including the deaths of three U.S. soldiers. •The ongoing exchange of fire has caused widespread flight cancellations, and both sides seem bent on further escalation. In particular, Iran's navy is reportedly carrying out the IRGC's threat to choke off shipping in the vital waterway, through which 31% of all seaborne crude oil passes. •In a social media post, Pres. Trump called on Iranians to finish the job: "When we are finished, take over your government." It's not clear whether the battered, unarmed, and disorganized opposition will heed his call to rise up, but leaving the hard part to them lets Trump avoid sending ground troops into what could become another Middle Eastern quagmire. LEBANON •Iran's strongest remaining proxy, Hezbollah, then joined Iran's side by lobbing missiles towards Israel from Lebanon. Israel promptly retaliated with a barrage of airstrikes on Hezbollah areas in Lebanon. •Israel's quick, decisive action against Hezbollah was embarrassing for the Lebanese government, which promised Israel it would rein in the militia as a condition of their Nov. 2024 ceasefire, but has made little progress doing so out of fears of a confrontation that the weak Lebanese army might lose. UKRAINE •Ukrainian officials said Russia had agreed to some facets of the post-war security guarantees the U.S. proposed. The two sides still need to resolve the other sticking point of land trades, and Moscow could still renege on its pinky promise on security guarantees. PAKISTAN AND AFGHANISTAN •Afghanistan's Taliban government said its military fired anti-aircraft missiles that successfully deterred Pakistani jets threatening Bagram Air Base. •Bagram holds significant symbolic importance for the Taliban: the captured U.S. base holds Afghanistan's largest runway and hosts annual military parades each year on the anniversary of the Taliban's return to power. •Its destruction would be a much bigger loss for the Taliban than the small ammunition depots Pakistan targeted in its first wave of cross-border strikes last week. VENEZUELA •Venezuela's opposition leader, Maria Corina Machado, announced in a social media post that she plans to return to her home country in the coming weeks. •Machado left Venezuela in December to attend the Nobel award ceremony in Oslo, where she collected her Nobel Peace Prize. •Before she left, Nicolas Maduro's government charged her with a litany of crimes and ominously warned that she wouldn't be allowed to return if she left. •Maduro's former vice president and successor, Interim President Delcy Rodriguez, may only be slightly more lenient on her: Rodriguez recently said Machado will have to "answer to Venezuela" for advocating for U.S. military intervention in Caracas.
Open source reportOff Leash update 10 Dec VENEZUELA •Nobel Peace Prize laureate Maria Corina Machado was expected to accept her award in person in Norway yesterday, but she never showed up. •A Nobel official told media that Machado was "unfortunately not in Norway." That would seem to suggest she's still in Venezuela, since the hardest part of her trip would've been escaping the authoritarian regime that has banned her from traveling abroad for the past 10 years. •Separately, two U.S. F/A-18 fighter jets circled the Gulf of Venezuela for about 40 minutes yesterday, marking the closest that U.S. military aircraft have come to Venezuelan airspace since Operation Southern Sentinel began in September. •A U.S. military official said the flights were not intended to be provocative, but Nicolas Maduro's government will surely feel threatened by the proximity of U.S. jets to Venezuela's richest oil regions. DRC •Rwanda-backed (and Rwanda-armed) M23 rebels advanced toward Uvira, which is the last major city in eastern DRC that's still under Kinshasa's control. •Around 200,000 civilians have already fled the latest round of fighting - most of which has taken place after DRC and Rwanda signed a U.S.-brokered ceasefire at the White House. •DRC's Pres. Tshisekedi explicitly blamed his Rwandan counterpart, Pres. Kagame, for the ongoing conflict: "This is a proxy war aimed at challenging our sovereignty over a highly strategic area, rich in critical minerals and economic potential that is crucial to the future of our nation." •Rwanda counter-accused DRC and Burundi of violating the truce, too, but DRC and Burundi are not sending troops SAM systems, laser guided anti tank weapons, EW jamming systems and armed drones into Rwanda like Rwanda is into DRC. •Separately, Glencore became the first company to export cobalt from DRC under the country's new quota framework. •Glencore has only exported a small test batch of cobalt and is still sitting on a massive stockpile of cobalt that it mined as a byproduct of copper extraction during the export ban and as it deciphered the new, post-ban rules. •Its cautious small test shipment - and the fact that other miners continue to stockpile instead of even testing exporting - suggests the new rules remain opaque and hard to comply with. THAILAND AND CAMBODIA •Thai and Cambodian troops continued to clash along their shared border, sending hundreds of thousands of civilians fleeing to shelters they hadn't bothered to deconstruct after the last bout of skirmishes subsided in July (which perhaps offers some insight into the low confidence the local population placed in that truce's staying power). •Both sides continue to blame the other and insist they're only acting in self defense against the other's aggressions. •So far, the casualty count has remained fairly low compared to the escalating rhetoric: Cambodia says intruding Thai soldiers have killed just six civilians this week. •Pres. Trump - who was present when Thailand and Cambodia formalized their truce in October - said he'd "have to make a phone call" today to try to revive the ceasefire. CHINA •Pres. Trump said he would allow semiconductor giant Nvidia to export its H200 chips to "approved customers" in China who will use them to develop artificial intelligence models. •The H200 is a generation behind Nvidia's latest chips, which is probably part of why Trump felt comfortable sharing it with China. (China hawks have successfully lobbied to bar Chinese companies from using the latest U.S. chip tech.) •Another factor behind Trump's decision could be the 25% royalty the U.S. government will reportedly collect on H200 sales to Chinese customers. 1/2
Open source reportOff Leash update 21 Nov IRAN •The UN International Atomic Energy Agency (IAEA) Board of Governors passed a resolution asking Iran to provide an update "without delay" on the status of its enriched uranium stocks and the nuclear sites that were damaged by U.S. and Israeli airstrikes in June. •Iran promptly declined, and instead said it would renege on its commitment to give IAEA inspectors access to the damaged nuclear sites "until a decision is made and a conclusion is reached between us, the IAEA, and others." •No decision is likely to be reached soon, since Iran's talks with both the EU and the U.S. are at a stalemate. Meanwhile, some analysts think Iran is forging ahead on nuclear development at a new enrichment site called Pickax Mountain. SAUDI ARABIA •New media reports suggest that Saudi Arabia's Public Investment Fund (PIF) may not have enough dry powder to make good on Crown Prince Mohammed bin Salman's (MBS's) pledge to invest $1 trillion in the U.S. over the next four years. •Eleven people with insight into the fund's operations - including employees, board members, investors, and their representatives - told the NYT that PIF has scant cash for new opportunities because it has deployed almost all of its estimated $1 trillion to projects that aren't generating returns yet. •That said, even if PIF lacks the cash, Saudi has ample other sources of capital that MBS is eager to invest abroad. NIGERIA •Gunmen broke into St. Mary's Catholic boarding school in Papiri, Niger State, overnight and reportedly abducted some pupils - though it's unclear how many. •Niger State officials partly blamed school staff for putting students in jeopardy by defying a state order to temporarily close all boarding schools, in light of a similar attack on a school in neighboring Kebbi State earlier this week. [Papiri is about 165 km (100 miles) - or roughly four hours on bad Nigerian roads - from the Kebbi school that 24 (Muslim) schoolgirls were taken from on Monday.] •Pres. Tinubu is keen to show he's taking action to address insecurity before Pres. Trump makes good on his threat to send U.S. troops to intervene. Tinubu cancelled his plans to attend the G20 summit in South Africa to focus on the school abductions, and he ordered his defense minister to temporarily relocate to Kebbi State to lead the response directly. VENEZUELA •Norwegian organizers planning the Dec. 10 Nobel Peace Prize ceremony confirmed to local media that this year's winner, Venezuelan opposition leader María Corina Machado, intends to leave hiding in Venezuela and travel to Norway to accept her award in person. •Officials in Nicolas Maduro's government quickly seized on the opportunity to further harass Machado as she prepares to be honored for her bravery in standing up to their persistent intimidation thus far. •Attorney General Tarek Saab said she would be "considered a fugitive" if she left the country, and Interior Minister Diosdado Cabello preemptively celebrated her departure, adding sardonically: "we're going to miss her." •These new threats are unlikely to bother Machado, who already faces far graver charges than fleeing arrest. But she may not be able to return while Maduro remains in power. •It's unclear whether she intends to return quickly or will try to lead the opposition from abroad. Earlier this week, she published a new "freedom manifesto" that declared Venezuela to be "at the edge of a new era," but provided few details on her near-term plans or vision for the country.
Open source reportOff Leash update 16 May UKRAINE AND RUSSIA •After Pres. Putin snubbed him for peace talks in Istanbul, Pres. Zelensky - who had already arrived in Turkey - instead met with Turkey's Pres. Erdogan in Ankara and sent a downsized delegation led by his defense minister to meet Russian envoys in Istanbul. •The downgraded Ukraine-Russia meeting was postponed from yesterday to today, and for a while it was unclear whether it would move forward at all. In the end, the U.S. mediated indirect negotiations this morning, and left Turkey to facilitate direct talks this afternoon. •These will be the first direct negotiations between Ukraine and Russia in three years, which is cause for celebration in itself. But few hold high hopes for any real breakthroughs in these lower-level meetings. •Pres. Trump told reporters that "nothing's going to happen until Putin and I get together," and said he plans to meet with Putin soon to kickstart progress towards a peace deal. SYRIA •SecState Rubio met with his Syrian counterpart, Asaad Hassan al-Shaibani, in Antalya, Turkey yesterday to continue the rapprochement Pres. Trump started by announcing an end to U.S. sanctions on Syria and then meeting Pres. Al Sharaa in person earlier this week. •Syria is cheering Trump's move to lift U.S. sanctions on Syria, but the NYT cautiously pointed out that the process will take time: U.S. presidents can only annul some sanctions unilaterally; others can only be removed after slow-moving Congressional action. •Meanwhile, Syria's Central Bank Governor, Abdulkader Husrieh, penned an op-ed in The Economist pleading for international support for his herculean effort to rebuild Syria's war-torn economy. He specifically implored regional banks and the Syrian diaspora to help recapitalize and modernize Syria's financial sector, and asked the IMF and World Bank for funding as well as capacity-building and policy support. IRAN •Pres. Trump said that the U.S. and Iran are "getting close" to a nuclear deal and noted that "Iran has sort of agreed to the terms" after four rounds of negotiations. •It's not clear what exactly those terms will be. Trump's team has oscillated between insisting on harsh demands that Iran firmly rejects - like barring Iran from enriching uranium altogether, even to low grades for civilian use - and a more pragmatic approach that Tehran is likelier to agree to. •Talks have seemed cordial so far - Iran's foreign ministry described them as "difficult but useful" - but Trump ominously warned of "violence like people have never seen before" if negotiations fail (though he added "I don't want to do that step"). INDIA AND PAKISTAN •India's defense minister, Rajnath Singh, pointed to his country's recent beef with Pakistan as proof that Pakistan is a "rogue and irresponsible nation" whose nuclear weapons must be "brought under the surveillance" of the International Atomic Energy Agency (IAEA). •Pakistan's Foreign Ministry then shot back that the IAEA should instead investigate "the repeated theft and illicit trafficking incidents involving nuclear and radioactive material in India." VENEZUELA AND GUYANA •Venezuelan opposition leader Maria Corina Machado called on supporters to boycott the May 25 gubernatorial elections. •Machado told AFP that the regional vote would be a "huge farce that the regime wants to stage to bury its defeat of July 28" - when the opposition participated in nationwide elections, only for Pres. Maduro to steal the vote and launch a violent crackdown afterwards. •Machado leads Venezuela's largest opposition movement, and many opposition supporters will likely heed her call to boycott the election, but some smaller opposition factions - including one led by former presidential candidate Henrique Capriles - plan to participate in the poll. 1/2
Open source reportOff Leash update 22 April 2025 RUSSIA AND UKRAINE •Perhaps swayed by U.S. pressure to figure out a ceasefire, Pres. Putin told reporters that he's open to direct bilateral peace talks with Ukraine. It would be the first time the warring neighbors have engaged in direct talks since the early weeks of the war in 2022. •The U.S. has proposed a broad ceasefire plan that it hopes Ukraine and Russia will agree to, but the U.S. plan lacks key details that could become sticking points as negotiations develop. ISRAEL •Prime Minister Netanyahu is facing a new political crisis after his domestic security chief, Ronen Bar, accused him of making multiple improper and politically-motivated requests. •Bar - whom Netanyahu unsuccessfully tried to sack last month - claimed in an audacious affidavit to the Supreme Court that Netanyahu pressured Bar's domestic security service (Shin Bet) to spy on Israeli citizens involved in anti-government protests, asked Bar to side with him over the Supreme Court if a constitutional crisis should ever split allegiances, and tried to cajole Bar into signing an opinion that would have effectively pardoned Netanyahu from corruption charges he faces. [Netanyahu rejected Bar's letter as a "false statement" and said he plans to refute Bar's claims "in detail."] •Bar's bold accusations aren't as much of a threat to Netanyahu's political survival as the corruption charges he's contesting in court, but they give the Prime Minister's critics additional grounds to call for his resignation - which won't be forthcoming. SUDAN •The European Commission and its member states marked the end of this week's high-level summit on the war in Sudan - which excluded both parties fighting in it - with aid pledges totaling €522 million ($600 million). That's almost exactly double the amount the European Union earmarked for Sudan last year, but it doesn't come close to filling the $3.8 billion gap in additional emergency funding that the UN says Sudan still needs for 2025. •The Rapid Support Forces (RSF) and Sudanese Armed Forces (SAF) weren't invited to the summit and continued fighting instead. The SAF accused the RSF of killing over 30 civilians yesterday in the course of its offensive to capture El Fasher, which is the capital of North Darfur and the only major city in Darfur that the RSF doesn't control. VENEZUELA •Venezuela bluntly rejected a proposal from El Salvador's Pres. Bukele to swap 252 Venezuelans deported from the U.S. to Salvadoran jail for the same number of political prisoners swept up in Pres. Maduro's post-election crackdown. •Maduro's attorney general, Tarek Saab (who is under U.S., UK, and EU sanctions for helping Maduro repress democracy in Venezuela), called Bukele's swap proposal "cynical" and accused Bukele of being a (fellow) "serial human rights violator" for his crackdown on gang violence. •Some Venezuelan opposition figures quickly welcomed Bukele's proposal, but their main leader, Maria Corina Machado, has yet to comment on it. VATICAN •Pope Francis passed away yesterday at age 88. Argentine-born Francis was the first non-European pope in over 1200 years, and he broke from his European predecessors in many ways: becoming the first pope to visit the birthplace of Islam (Saudi Arabia), refusing to judge homosexuals or divorcées, and overseeing radical (by Vatican standards) institutional change - though, as The Economist pointed out, "not as much [change] as he hoped." •A conclave of 135 cardinals under age 80 - all but 27 of whom were appointed by Francis - will now choose the next spiritual leader of the world's ~1.4 billion baptized Roman Catholics.
Open source reportOff Leash update 22 April 2025 RUSSIA AND UKRAINE •Perhaps swayed by U.S. pressure to figure out a ceasefire, Pres. Putin told reporters that he's open to direct bilateral peace talks with Ukraine. It would be the first time the warring neighbors have engaged in direct talks since the early weeks of the war in 2022. •The U.S. has proposed a broad ceasefire plan that it hopes Ukraine and Russia will agree to, but the U.S. plan lacks key details that could become sticking points as negotiations develop. ISRAEL •Prime Minister Netanyahu is facing a new political crisis after his domestic security chief, Ronen Bar, accused him of making multiple improper and politically-motivated requests. •Bar - whom Netanyahu unsuccessfully tried to sack last month - claimed in an audacious affidavit to the Supreme Court that Netanyahu pressured Bar's domestic security service (Shin Bet) to spy on Israeli citizens involved in anti-government protests, asked Bar to side with him over the Supreme Court if a constitutional crisis should ever split allegiances, and tried to cajole Bar into signing an opinion that would have effectively pardoned Netanyahu from corruption charges he faces. [Netanyahu rejected Bar's letter as a "false statement" and said he plans to refute Bar's claims "in detail."] •Bar's bold accusations aren't as much of a threat to Netanyahu's political survival as the corruption charges he's contesting in court, but they give the Prime Minister's critics additional grounds to call for his resignation - which won't be forthcoming. SUDAN •The European Commission and its member states marked the end of this week's high-level summit on the war in Sudan - which excluded both parties fighting in it - with aid pledges totaling €522 million ($600 million). That's almost exactly double the amount the European Union earmarked for Sudan last year, but it doesn't come close to filling the $3.8 billion gap in additional emergency funding that the UN says Sudan still needs for 2025. •The Rapid Support Forces (RSF) and Sudanese Armed Forces (SAF) weren't invited to the summit and continued fighting instead. The SAF accused the RSF of killing over 30 civilians yesterday in the course of its offensive to capture El Fasher, which is the capital of North Darfur and the only major city in Darfur that the RSF doesn't control. VENEZUELA •Venezuela bluntly rejected a proposal from El Salvador's Pres. Bukele to swap 252 Venezuelans deported from the U.S. to Salvadoran jail for the same number of political prisoners swept up in Pres. Maduro's post-election crackdown. •Maduro's attorney general, Tarek Saab (who is under U.S., UK, and EU sanctions for helping Maduro repress democracy in Venezuela), called Bukele's swap proposal "cynical" and accused Bukele of being a (fellow) "serial human rights violator" for his crackdown on gang violence. •Some Venezuelan opposition figures quickly welcomed Bukele's proposal, but their main leader, Maria Corina Machado, has yet to comment on it. VATICAN •Pope Francis passed away yesterday at age 88. Argentine-born Francis was the first non-European pope in over 1200 years, and he broke from his European predecessors in many ways: becoming the first pope to visit the birthplace of Islam (Saudi Arabia), refusing to judge homosexuals or divorcées, and overseeing radical (by Vatican standards) institutional change - though, as The Economist pointed out, "not as much [change] as he hoped." •A conclave of 135 cardinals under age 80 - all but 27 of whom were appointed by Francis - will now choose the next spiritual leader of the world's ~1.4 billion baptized Roman Catholics.
Open source reportOff Leash update 25 Feb Ukraine and Russia •After hosting France's Pres. Macron at the White House, Pres. Trump told reporters that the war in Ukraine - which started three years ago yesterday - could be over "within weeks." •Trump added that he may visit Moscow in the coming months to advance peace talks with Pres. Putin - to the chagrin of Pres. Zelensky and EU leaders, who bemoan being left out of bilateral U.S.-Russia talks. •Meanwhile at the UN, the U.S. voted against a non-binding European resolution condemning Russia for the war and calling on it to withdraw immediately from Ukraine. The U.S. instead introduced its own, softer resolution that still called for a quick end to the war, but - in the NYT's reading - "essentially sid[ed] with Moscow over longtime allies." •Separately, China's Pres. Xi and Russia's Pres. Putin spoke by video call yesterday. After the call, Xi gushed that China and Russia are "true friends who have been through thick and thin together," which led analysts to suggest that the point of the call was to disprove speculation that Putin's rapprochement with Trump comes at the cost of weakening Russia's bond with China. Gaza •The first phase of the Gaza ceasefire deal ends Sunday, and Israel and Hamas have reportedly not yet started negotiating the second phase. Hamas now says it will only return to negotiations if Israel releases the 620 Palestinian prisoners it was due to release over the weekend. DRC •DRC surprised the cobalt market with a new four-month ban on exports of the metal - 77% of which is produced in DRC (mainly in the southern copper belt - this is unrelated to the insecurity plaguing the east). •The export ban is intended to buoy cobalt prices - which have fallen by about 25% in the past year because of declining demand amidst a supply glut - but it won't be a long-term fix for the oversupplied cobalt market. That's because almost all of DRC's cobalt is produced as a byproduct of copper or nickel production, which will continue apace. The resulting cobalt byproduct will just be stockpiled in DRC, and - as soon as the export ban is lifted - it will flood the market, crashing prices again. •Some analysts are suggesting the export ban could harm DRC's long-term production potential because it could scare shocked buyers into sourcing from alternate producers with greater regulatory transparency - like Indonesia. •Meanwhile, the situation in the east continues to devolve, and the International Rescue Committee reports that at least 40,000 Congolese have fled to Burundi. Prime Minister Judith Suminwa Tuluka told the UN Human Rights Council that 7,000 people have died in recent weeks - roughly double the UN's earlier estimate. •DRC closed its airspace to Rwandan aircraft - though I'm not sure what good that decree will do when Rwanda already controls eastern DRC's two main airports. Syria •Syria's new leaders have been courting international partners in an effort to win allies and relief from sanctions imposed on the deposed Assad regime. Their efforts are paying off...but slowly. •Yesterday, EU foreign ministers agreed to ease restrictions on the central bank and energy sectors, lift asset freezes for five banks, suspend sanctions on the transport sector, and indefinitely extend an exemption allowing humanitarian aid delivery. •The EU's relief measures will help, but Syria still needs far more help to rebuild. U.S. sanctions remain in place, and Syria's central bank remains barred from the global SWIFT network. Venezuela •Another opposition activist, Reinaldo Araujo, died in Venezuelan jail from chronic health problems that deteriorated since his arrest on Jan. 9. Opposition-linked NGOs estimate 20 political prisoners have now died in detention. •Opposition leader Maria Corina Machado blamed Pres. Maduro's regime for Araujo's death and renewed her call on Maduro to free all political prisoners. 1/2
Open source reportOff Leash update 27 Nov 2024 Happy and Blessed Thanksgiving to you all America! We stand on the shoulders of giants and must care wisely for our Republic. Hezbollah •Israel's cabinet approved a deal for a "permanent cessation of hostilities" with Hezbollah yesterday, and it went into effect at 4 am local time. •As early reports suggested, the truce gives Israel 60 days to withdraw from parts of Lebanon south of the Litani River, handing control of those areas to the Lebanese military, which will be responsible for ensuring Hezbollah doesn't return to the border regions (as it did quickly after the failed 2006 peace agreement). •Turkey called on Israel to pay Lebanon reparations for the damage Israeli airstrikes inflicted during the campaign. The World Bank estimated that the three-month campaign caused Lebanon $8.5 billion in damage and losses. However, Israel has no obligation to pay - and probably won't. •Some - including Pres. Biden - were hopeful that Hezbollah's decision to make peace with Israel will galvanize (or cow) Hamas into a similar agreement, but that doesn't seem likely: neither Hamas nor Israel has shown any inclination to deescalate. China •The Financial Times (FT) reported that China's Defense Minister, Adm. Dong Jun, is being investigated for corruption. Dong is the third Chinese Defense Minister in a row to face corruption allegations. •Analysts think the investigation is a sign that Pres. Xi is expanding his crackdown on corruption in the People's Liberation Army (PLA). Some further surmised that the inquiries - and the fact that they keep digging up dirt on Xi's handpicked top brass - could shake Xi's confidence in his military, which could alter his timeline and ambitions on Beijing's claim to Taiwan. •China dismissed the FT report about Dong as "shadow chasing," but there have been other signs that Dong's clout is diminished: for example, he was recently skipped over for a widely-expected appointment to the Central Military Commission that runs the PLA. Venezuela •Pres. Maduro's government announced yet another investigation into alleged "crimes of treason against the country" by opposition leader Maria Corina Machado. •Maduro blames Machado for inspiring the U.S. to slap sanctions on him and his cronies, but all she really did was organize a way to expose Maduro's election theft by collecting true vote tallies that confirmed he lost the election. Mozambique •After weeks of trying to brush post-election protests under the rug, Pres. Nyusi acknowledged an impasse and offered to meet opposition leader Venâncio Mondlane for talks on election results Mondlane has questioned. Mondlane refused to attend in person but offered to talk virtually - if the ruling Frelimo party agrees to that and his other demands. •Some minor opposition parties did attend talks with Frelimo, but the meeting lost steam quickly without a quorum. •Meanwhile, protests flared back up after police violently broke up a pro-Mondlane rally. Netizens were particularly aghast at a widely-shared video of an armored police vehicle running down an unarmed protester earlier today. Pakistan •Supporters of jailed former Prime Minister Imran Khan ended their demonstrations demanding his release - and the dissolution of the government that convicted him - after police used force to disrupt the rallies. At least six - including both police and demonstrators - died in the melee.
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 24 Oct North Korea •U.S. intelligence corroborated reports that North Korea is sending soldiers to eastern Russia, but officials stopped short of explicitly concluding that they're training to fight in Ukraine - or perhaps are already fighting in Ukraine (as South Korea and Ukraine credibly allege). •SecDef Austin called the possibility of a North Korean deployment to Ukraine "very, very serious" and cast it as "an indication that [Pres. Putin] may be in even more trouble than most people realize." [Austin continued: "[Putin] went tin-cupping early on to get additional weapons and materials from the DPRK., and then from Iran, and now he’s making a move to get more people."] •North Korea's (alleged) presence in Ukraine could also frustrate China, which has a long friendship with North Korea but wants to be seen as a peacemaker - in opposition to a warmongering West - on the geopolitical stage. The NYT wrote: "The prospect of soldiers from China’s only treaty ally battling Western-backed forces on behalf of one of Beijing’s closest partners undermines that narrative." Turkey •Yesterday, armed attackers stormed the Ankara headquarters of Turkey's national aerospace company, Turkish Aerospace Industries, killing at least five people. The incident was quickly followed by a similar attack on a nearby defense company, Tusaş, that killed four. •Turkey blamed the usual bogeyman, the Kurdish Workers' Party (PKK), and bombed at least 30 PKK-linked "strategic locations" in northern Iraq and Syria. Kurdish officials said Turkey's reprisal airstrikes killed 12 civilians. •The timing was interesting, as Turkey's government has recently been subtly signalling a new willingness to end its 40-year conflict with the PKK. Just a day before the attacks, a far-right party leader allied with Pres. Erdogan publicly suggested that Erdogan could grant the PKK's imprisoned leader, Abdullah Öcalan, parole if he disbanded the PKK and renounced violence. •Öcalan's nephew - who was allowed to visit his uncle in prison for the first time in 43 months on Wednesday, just hours before the Ankara attacks - says Öcalan is open to taking a possible parole-for-peace deal. •That said, some question whether PKK militants would heed Öcalan's call to disband and renounce violence. There's speculation that PKK extremists carried out the Ankara attacks to derail a peace deal. Afghanistan •Taliban Acting Foreign Affairs Minister Sirajuddin Haqqani gave a rare interview with a Western journlist. It was only his second interview with a Western journalist since the Taliban regained power in 2021, and it was with a female journalist (!): the NYT's Afghanistan and Pakistan bureau chief. •Her pair of articles based on this interview and extensive related primary and secondary research and portray Haqqani as a jihadist-turned-diplomat now quietly advocating from within for more moderate policies than hardline Taliban emir Sheikh Haibatullah Akhundzada has decreed. Venezuela •The EU parliament awarded its Sakharov Prize - a prestigious award recognizing dedication to defending human rights and democracy - to Venezuelan opposition figures Maria Corina Machado and Edmundo Gonzalez Urrutia. •In awarding the prize, EU parliament president Roberta Metsola reaffirmed the EU legislature's support for the opposition: "This parliament stands with the people of Venezuela and with Maria and Edmundo in their struggle for the democratic future of their country." Mozambique •Mozambique's electoral commission declared Daniel Chapo of the long-ruling Frelimo party the country's president-elect, with 71% of the official vote. •The opposition cried foul, alleging fraud, and a charismatic independent candidate, Venâncio Mondlane, called on supporters to "paralyse the country." [The murder on Saturday of Mr. Mondlane's lawyer - who was preparing a legal appeal of election results - helped fuel suspicions that Frelimo is conspiring against dissenters.]
Open source reportOff leash update 17 October ***The IDF successfully eliminated Hama's leader Yahya Sinwar Venezuela •Opposition leader Maria Corina Machado denied Pres. Maduro's claim that she's fled the country for Spain: "Venezuelans know that I am here in Venezuela, the people know it and Nicolas Maduro also knows it." •Machado remains - wisely - in hiding and out of reach of police seeking to arrest her on bogus, politically-motivated charges. She told an independent TV channel that Maduro and his cronies "are desperate to know where I am and I'm not going to give them that pleasure." Ukraine •Pres. Zelensky was deprived of an opportunity to do a grand reveal of his "victory plan" during last week's multilateral meeting on Ukraine, but he instead pitched the plan bilaterally during a whirlwind tour meeting leaders of the UK, U.S., France, Italy, and Germany. •Yesterday, Zelensky shared the high-level plan with Ukraine's parliament and the media. •Its centerpiece is a request for NATO to extend an unconditional invitation to Ukraine to join its alliance - which has not been forthcoming - and it also calls on partners to expand their military support for Ukraine. •None of the plan's five public points contained any major new proposals - yet Zelensky insisted that "if we start implementing this Victory Plan now, we may be able to end the war no later than next year." (The plan also proposed three "secret" points that were selectively shared with partners). •So far, it's received a muted response. NATO's SecGen, Mark Rutte, said the alliance would "take note" of Zelensky's proposal, and several partners announced minor new aid packages (the U.S. offered $425 million in fresh military support - including for air defenses - and Australia said it would send Ukraine 50 old M1 Abrams tanks worth $164 million). Hezbollah •Israel brushed off a U.S. warning that it "had concerns with and [is] opposed to" Israel's strikes on Beirut and carried out more airstrikes on Hezbollah targets near the Lebanese capital yesterday, killing at least 16. •Israel didn't officially comment on the other U.S. critique conveyed yesterday - an ultimatum to improve aid flows to Gaza within 30 days or risk losing access to new U.S. weapons - but there was a slight uptick in humanitarian aid flows to Gaza. Yesterday, 50 aid trucks entered the strip - more than the recent rate of 30 per day but still far short of the 350 per day that aid officials say Gazans need. Iran •U.S. B-2 Spirit bombers targeted five underground Houthi weapons facilities yesterday. •The airstrikes were ostensibly carried out to "further degrade the Houthis' capability" to threaten Red Sea shipping, but the choice to use B-2s to strike underground targets was also intended to send a message to Iran that its underground nuclear sites could be next. •(The B-2 is the only U.S. plane that can carry the largest "bunker buster" bombs capable of destroying Iran's underground nuclear sites, and it has never before been used in Yemen - where F/A-18s can do the same job cheaper and with less fleet risk). •SecDef Austin alluded to the Yemen operation being a broader signal to Iran by calling it: "a unique demonstration of the United States’ ability to target facilities that our adversaries seek to keep out of reach, no matter how deeply buried underground, hardened or fortified." •Separately, there are unconfirmed reports that Iranian border guards massacred dozens - or perhaps scores - of Afghans trying to illegally enter Iran from Pakistan on Sunday. •Beijing's latest war games succeeded in scaring Taiwan. A senior Taiwanese security official told Reuters that the unprecedented drills showed that the People's Liberation Army is "increasing the building up of their capacity to turn military exercises into a conflict" and assessed that "this drill presented more of a threat than ever before to Taiwan."
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 10 Sept Syria •Israel targeted a government research institute in Masyaf, Syria, killing at least 18. •Reuters reported that a team of Iranian scientists was working at the institute, which produces short- and long-range missiles and drones that Iran sends to its proxies, including Hezbollah, Hamas, and the Houthis. (The facility also produces chemical weapons that Pres. Assad uses on his own people). Israel •A Jordanian gunman killed three Israeli civilian workers at the Allenby Bridge border crossing. Jordan has a vigilant security service and strong security ties with Israel (though many Jordanians sympathize with their Palestinian neighbors), so attacks like this are rare. This was the first one along the Jordanian-Israeli border since Oct. 7. •Meanwhile, Israel targeted a Hamas command that it said was "disguised in the humanitarian area in Khan Younis," killing at least 40. Hamas said the casualties were displaced civilians and denied hiding militants among them. Venezuela •Opposition leader Maria Corina Machado vowed to stay in Venezuela and "take part in the struggle from here" while the candidate she supported in July's election, Edmundo Gonzalez, supports the cause from exile in Spain. •Gonzalez joins a long list of Venezuelan opposition leaders - and even mere sympathizers - driven into exile. The NYT interviewed five others who served as election observers but fled to exile in Colombia after (rightfully) asking questions about election results. •Those that didn't flee are being rounded up in Pres. Maduro's Operation Knock Knock - a nationwide manhunt for people who attended opposition protests or posted pro-opposition content online. Thousands have been arrested so far. China •Foreign direct investment in China hit a record low of negative $14.8 billion in the second quarter. •Perhaps in response, Communist Party leaders removed two industries - publishing and traditional medicine production - from the list of sectors barring foreign investment. There are still 29 industries on the restricted list. Ukraine •Ukraine launched a significant drone attack on Moscow overnight. Russia acknowledged the attack and closed three of Moscow's four airports to activate air defenses that it claims shot down 144 Ukrainian drones. •Ukraine claimed Moscow also launched a reciprocal drone attack on Kyiv. Mexico •Mexico's upper chamber is weighing a controversial constitutional change that will swap 7,000 judges with new, popularly-elected replacements. •The proposal was easily passed in the lower chamber last week, and there are rumors that enough upper chamber swing legislators have swung in favor of the amendment and are ready to pass it. •AMLO is pitching the change as a much-needed judicial reform, but the plan's myriad critics say it will expose judges to stronger political influence from Morena leaders - or worse, from bad actors like drug cartels. Other News •Fresh off local elections that resulted in big gains for the far right - and smarting from two deadly stabbings committed by rejected asylees - Germany said it would expand border patrols and strengthen a "hard line" on illegal migration. •Separately, Australia's government announced plans to ban children from social media - though it didn't confirm where the age cutoff would be.
Open source reportOff Leash update 6 Sept Venezuela •Venezuela's opposition leader Maria Corina Machado gave an online press conference in which she told international journalists what they already knew: "Everyone knows that [opposition candidate] Edmundo González is the president-elect." •Machado also called on the U.S. to "do much more" to punish Pres. Maduro for his false claim to the presidency. •A State Department spokesman responded blandly: "We are considering a range of options to demonstrate to Maduro and his representatives that their misgovernance in Venezuela has consequences." China •During this week's Forum on China-Africa Co-operation, Pres. Xi promised African countries 360 billion yuan ($51 billion) in financing over the three years until the next triennial Forum. •He also committed one billion yuan ($141 million) to training African armies, which is a small sliver of the $2 billion the Pentagon spends on its African operations - including AFRICOM as well as assistance and training programs. •Xi hopes to present Chinese funding as an alternative to Western support. He told the African leaders gathered at the Beijing Forum: "the Western approach to [modernization] has inflicted immense sufferings on developing countries." •Separately, China said it would stop allowing foreigners to adopt Chinese babies unless they're blood relatives or step relatives of the adoptee. With a declining birth rate, Beijing probably hopes to keep enough young'uns working in China to support an aging population. Ukraine •Speaking at an international audience in Vladivostock, Pres. Putin brushed off concerns about Ukraine's invasion of Kursk, saying Russia's offensive in eastern Ukraine is its "first-priority goal." •He chided Ukraine for sending "fairly large and well-trained units" into Kursk: "The enemy’s goal was to make us nervous and worry and to transfer troops from one sector to another and stop our offensive in key areas, primarily in the Donbas. Did it work or no? No." (The U.S. and Ukraine both said small numbers of Russian troops were transferred to Kursk - but it wasn't the large redeployment Ukraine hoped for). •Separately, Ukraine accused Russia of executing three Ukrainian prisoners of war (POWs) as they sought to surrender in Donetsk. Ukraine's Prosecutor General's Office says it's investigating 54 such cases of Russian troops executing Ukrainian POWs over the course of the war. Israel •Israel ended its operation targeting Islamic Jihad militants in Jenin after nine days. It was one of the most significant recent Israeli operations in the West Bank. •Israel said it targeted militants preparing attacks on Israeli civilians, and indeed, most (but not all) of the 21 Palestinians killed during the operation were claimed by Hamas, Fatah, or Islamic Jihad as fighters. Sudan •A UN-backed team in Sudan concluded that both sides - the Rapid Support Forces and the military - may have committed war crimes and crimes against humanity, and recommended an arms embargo and a UN peacekeeping force. The UAE has been supporting the Rapid Support Forces, and will object to UN peacekeeper scrutiny. Electric Vehicles •Volvo ditched its plans to produce only electric vehicles (EVs) by 2030 amidst a slowdown in demand for EVs. Instead, it said only 10% or less of its cars would be "mild hybrids" by 2030 - but reiterated that "our future is electric." •Volvo isn't the only EV maker scaling back its ambitions as the market for EV cools. Toyota also reduced its EV production target for 2030 by one third.
Open source reportOff Leash update 3 Sept Venezuela •A Venezuelan court issued an arrest warrant for Edmundo Gonzalez - the opposition candidate who defeated Pres. Maduro in the July 28 presidential election - on charges of "usurpation," conspiracy, and sabotage. •The usurpation charge is particularly curious, given that Gonzalez has a very legitimate claim to the presidency Maduro accuses him of trying to usurp: the opposition's online tallies showed that Gonzalez received over twice as many votes as Pres. Maduro (67% vs. 30%), which is consistent with exit polls and pre-election independent surveys. [Maduro and his allies have refused to provide evidence for their dubious claims that Maduro won 52% of the vote.] •The arrest warrant is a significant escalation in Maduro's campaign to silence the opposition, but not an unexpected one: Maduro and his close allies have increasingly called for the arrest of Gonzalez and opposition leader Maria Corina Machado (who won the opposition's primary but was banned from running against Maduro herself). •Gonzalez and Machado are both in hiding but continue their campaign from there. Machado reacted to the warrant on Gonzalex on X: "Threatening the President-elect will only achieve more cohesion and increase the support of Venezuelans and the world for Edmundo Gonzalez." •Separately, the U.S. seized Maduro's Dassault Falcon 900EX from the Dominican Republic and brought it to Florida. •The U.S. Department of Justice justified seizing the plane - which CNN called "Venezuela's Air Force One" - on grounds that it was bought illegally through a shell company and "smuggled" to Venezuela "for use by Nicolás Maduro and his cronies" in violation of international sanctions. Gaza •PM Netanyahu defiantly withstood pressure from over 100,000 protesters who demonstrated across Israel for a ceasefire deal to secure the release of ~70 surviving Israeli hostages still in Hamas's hands. •Netanyahu rejected the idea of making "concessions" to secure a deal, and told a press conference the war will only end "when Hamas no longer rules Gaza." •Israel's largest trade union - representing over 800,000 people - had called its first strike since Oct. 7 in support of a deal, but it quickly complied with a court order to end the strike the day it started. •While a ceasefire remains as elusive as ever, there was a tiny bit of good news from Gaza: the WHO's polio vaccination campaign is remarkably running ahead of schedule - despite the backdrop of an ongoing war. Around a quarter of Gazan children under 10 have already been vaccinated since innoculations started on Sunday. Russia •Pres. Putin landed in Mongolia today, marking the first time he's set foot in a member state of the International Criminal Court (ICC) since the ICC issued a warrant for his arrest. ICC member states are obligated to carry out the court's arrest warrants when a subject enters their territory. •Mongolia declined to execute the ICC's warrant for Putin's arrest, and offered him a red carpet welcome instead. •Putin was clearly confident that Mongolia's reliance on Russian fuel would trump its (unenforceable) ICC obligations. Ahead of his arrival in Mongolia, a Kremlin spokesman brushed off concerns that he could be arrested there: "There are no worries, we have a great dialogue with our friends from Mongolia." DRC •Inmates at Kinshasa's Makala prison attempted a jailbreak early yesterday under the cover of a large fire, but guards quickly regained control by shooting at least 24 prisoners dead. Another 80 or more died in the stampede or from smoke inhalation. Libya •The UN brought Libya's rival sides together for talks on resolving their dispute over the central bank's leadership. Mediators claimed the two sides achieved "significant" understanding and agreed to submit proposals for a resolution for review today. That seems too quick to come up with a solution to a dispute that's been simmering for over a decade.
Open source reportOff Leash update 29 Aug Venezuela •One of Venezuela's top election officials, Juan Carlos Delpino, directly discredited Pres. Maduro's account of the vote for the first time this week. •Delpino - who is one of two opposition-aligned members of the five-person National Electoral Council (CNE) responsible for organizing elections and certifying their results - told the NYT that his council "had not received any evidence" that Maduro won a majority of the vote, and lamented that the CNE had "failed the country." He spoke from hiding, fearing for his safety. •His fear is reasonable: Maduro's security forces continue to arrest Venezuelans who dare support the opposition. Perkins Rocha - opposition leader Marina Corina Machado's lawyer and close confidante - was among those arrested this week. •With Diosdado Cabello now appointed Minister for the Interior, Justice, and Peace; we can expect the crackdown to worsen: Cabello has previously said that Machado and opposition president-elect Edmundo Gonzalez should be "behind bars." Israel •Hamas said the 10 Palestinians Israel killed in its West Bank operations Tuesday and Wednesday were among its members. •There's a polio outbreak in Gaza, and the UN hopes to innoculate 640,000 Palestinian children with vaccines to stop the spread of the virus - starting this weekend. •Israel reportedly authorized temporary and localized humanitarian pauses in the fighting in Gaza to facilitate vaccinations, but evacuations, displacement, and ongoing fighting will certainly complicate the process. Yemen •Iran says its Houthi proxies in Yemen have agreed to a truce to let rescuers assess the Sounion oil tanker its missiles damaged and set alight. However, the Houthis say they only agreed to allow a tugboat to come tow the ailing - and possibly leaking - Sounion away. Either way, we'll soon learn how big of an environmental risk the damaged tanker is. Ukraine •Ukraine used F-16s to shoot down incoming Russian cruise missiles on Monday, marking the first aerial kills by the new (to Ukraine) jets. •Belgium, Denmark, the Netherlands, and Norway have pledged a total of 85 F-16s for Ukraine; because only a few of them have arrived so far, Ukraine is only using the few it has against targets like these cruise missiles that can't shoot back. •Separately, Ukrainian drones targeted the Zenit oil depot deep inside Russia's Kirov region, causing two fires. It's the first time Ukraine has struck Kirov, which is 700 miles (1,125 km) inside Russia. Russia •In response to new U.S. sanctions against Russia, Russia permanently banned 92 U.S. citizens - including journalists, lawyers, professors, and business executives - from entering the country. •Among those banned were 14 WSJ employees, including WSJ editor in chief Emma Tucker. Given the 16 months their colleague Evan Gershkovich spent in Russian jail before he was finally released in a swap last month, I doubt anyone from the WSJ was eager to visit Russia anytime soon anyway. Other News •French authorities charged Telegram founder Pavel Durov with a slew of crimes related to illegal activity others committed on his platform. He was released on bail of €5 million ($5.5 million) and barred from leaving the country. Free speech advocates and tech companies are preturbed that the creator of an online forum can be held liable for crimes others use it to commit.
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 20 July Russia •A Russian court sentenced WSJ journalist Evan Gershkovich to 16 years in prison on bogus espionage charges. •Gershkovich probably won't serve all 16 years: Pres. Putin has suggested he could be traded for a high-value Russian prisoner in a swap, but first he had to be sentenced (Russia generally doesn't swap prisoners until after their sentencing). China •China's Third Plenum ended without any meaningful economic policy announcements, disappointing analysts who'd hoped for bolder action to kickstart sluggish domestic growth. •Separately, former president Trump claimed Taiwan "stole" the American semiconductor industry and "should pay" for the U.S. guaranteeing its security. Shares in TSMC - Taiwan's (and the world's) largest chipmaker - slipped 2.4% on concerns that the U.S. might not come to Taiwan's defense if China invades while Trump is president. Venezuela •Venezuela's opposition leader, María Corina Machado - who was blocked from running against Pres. Maduro on July 28 - accused Maduro's goons of staging "a deliberate provocation" to incite her security chief, Milciades Ávila, to come to her physical defense. •Ávila did come to her defense, and he was promptly arrested for it. This is only the latest example of Maduro's security forces intimidating the opposition ahead of the election. •It's not as though Maduro even needs to bully the opposition: he's also electioneering in other ways, including by designing the ballot to show his own name and photo 13 times - under multiple "parties" - before it shows any of the opposition candidates running against him. •Banned from running herself, Machado is supporting the only serious opposition candidate, Edmundo González, who is currently leading several polls - though Maduro certainly won't let him win the real election. Gaza •Israel's far-right national security minister, Itamar Ben-Gvir, paid a provocative visit to the contested holy site of Al Aqsa / Temple Mount in Jerusalem, telling video cameras that he went to pray for the return of Hamas hostages - "but without a reckless deal, without surrendering." •Jordan condemned the visit as "a provocative step" and the White House complained about it as "counterproductive to peace and security in the West Bank" without mentioning Ben-Gvir by name. •Meanwhile, the International Court of Justice ruled that Israel's occupation of the West Bank and East Jerusalem violated international law. Its opinion is nonbinding but influences the media and public perspectives. Terrorism •The Pentagon warned that claimed attacks by Islamic State (IS) are on track to more than double this year vs. last year. •IS has claimed 153 attacks in the first half of 2024 - and in just Syria and Iraq - compared to 121 attacks it claimed in all of 2023 in those two countries. •IS's affiliates have also stepped up their attacks in other regions like Afghanistan (IS-Khorasan) and the Sahel (IS West African Province). •An analyst attributed this year's rise in claimed IS attacks to increasing frustration with the government in Syria and Iraq - which is driving IS's ability to recruit new jihadists there - as well as competition from Iran-linked groups for U.S. counterterrorism priority - which is diverting resources away from fighting IS globally. Minerals •Anglo American said its diamond mining division, De Beers, would cut production amidst falling sales plamed in part on declining demand for diamonds in China.
Open source reportOff Leash update 4/22 -The Philippines and the U.S. begin annual joint military exercises today, but this time the exercises take place far from Philippine territorial waters in a part of the central South China Sea claimed by China. Though international law allows the exercises to take place there, China will see them as a provocation. -Passover begins at sundown today and ends at sundown next Tuesday. North Macedonia votes for president on Wednesday. U.S. SecState Blinken will visit China this week with a warning to Beijing to stop Chinese companies from helping Russia make military hardware. -Commodity Prices Aluminum: $2,669/ton Antimony (ingot min. 99.65% fob China): $14,200/ton Cobalt: $27,830/ton Copper: $9,876/ton Gold: $2,337/toz Lead: $2,219/ton Natural Gas (Nymex): $1.77/MMbtu WTI Crude Oil (Nymex): $82.77/barrel Zinc: $2,852/ton -Iran and Israel Both Iran and Israel seem to be standing down after their tit-for-tat exchange of unprecedented direct strikes last week. Iran downplayed Israel's drone strike on Friday and seems content to let it be the last shot in this volley. Israel's Friday strike hit a defensive battery near some of Iran's most important nuclear infrastructure. Western officials said Israel's objective was to show that it could penetrate Iranian defenses undetected - and it apparently did on Friday. Some Israeli media reports suggest Israel used a supersonic "Rampage" missile in that final strike on Friday. Neither Israel nor Iran are confirming those reports: Iranian officials are happy to let the public believe the foreign minister's comment that the weapons deployed agaisnt Isfahan were "like toys our children play with" rather than a high-tech, 1,250 lb (567 kg) missile. Separately, Iraq's pro-Iran Popular Mobilisation Forces accused the U.S. of striking one of its bases near Baghdad, killing one militant -Gaza The U.S. is reportedly planning to slap sanctions on the Israel Defence Forces' Netzah Yehuda Battalion for alleged human rights violations it committted in the West Bank. PM Netanyahu vowed to "fight" the sanctions, which would suspend U.S. funding and training for the unit. Israel's head of military intelligence, Aharon Haliva, became the first senior official to resign over the failure to foresee and prevent Hamas's Oct. 7 attacks. The attacks happened over six months ago, but as protests against PM Netanyahu's handling of the war grow, critics want heads to roll. Ukraine -Sadly after much delay and politicking, the U.S. House approved a long-stalled $95 billion foreign aid bill for Ukraine, Israel, and Taiwan. Ukraine celebrated the news: $61 billion of the total is earmarked for it, including $14 billion for weapons. The Kremlin warned that the bill's passage would "further ruin" Ukraine. -Venezuela Saturday was the deadline for swapping candidates on the ballot for Venezuela's July presidential election. The opposition had hoped to put its unity leader, Maria Corina Machado, on the ballot, but she's still barred from running under a politically-motivated technicality, so all 10 parties in the main opposition coalition aligned behind a relatively unknown former diplomat, Edmundo González, as their candidate. -Myanmar Recently-united rebel groups are rapidly retaking territory from government forces in Myanmar. Rebels now control over half the country. China The Maldives' pro-China ruling People's National Congress (PNC) party won a decisive victory in this weekend's parliamentary elections, with enough seats to secure an outright majority. The PNC's leader, incumbent president Muizzu, steered the country closer to China but has been restrained by a pro-India party's control of the legislature. Now that the PNC controls the legislature too, we'll likely see the Maldives pivot more sharply towards China. 1/2
Open source report