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60 direct mentions across 60 briefings, with 68 linked developments.
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The government led by Delcy Rodríguez suspended 19 production-sharing agreements signed under Nicolás Maduro while Venezuela and the United States review the contracts and counterparties.
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The government led by Delcy Rodríguez suspended 19 production-sharing agreements signed under Nicolás Maduro while Venezuela and the United States review the contracts and counterparties.
Open source reportGeography
Marker precision is disclosed on selection. Country and regional centroids show geographic scope, not an exact incident site.
Nicolás Maduro dossier
61 mapped developments across 5 map positions. Centroid markers show geographic scope, not an exact incident site.
Essequibo
Venezuelan President Nicolás Maduro accused the United States of establishing secret military bases in the oil-rich Guyanese territory claimed by Venezuela. Maduro may be using the allegation to generate fear and justify plans to defend Venezuela’s claim.
Approximate map position: country centroid. The extracted place did not have provider-resolved coordinates.
Chronology
Off Leash update 17 July 2026 UKRAINE •Ukraine's former defense minister, Mykhailo Fedorov, isn't taking his sacking quietly. Nor were the thousands of his supporters who turned out to protest his firing. •Fedorov spoke out against Ukraine's top general, Oleksandr Syrskyi, accusing the commander in chief of "blocking all of our initiatives" and complaining that "instead of figuring out how to defeat Russia asymmetrically...hefigured out how to split the country." •Fedorov and Syrskyi clashed over Federov's efforts to modernize the military, despite the success of innovations like drone technology that he introduced. Protesters are now calling for Syrskyi to be removed instead. IRAN •U.S. airstrikes targeted infrastructure in Iran - including an airport, a train station, and several bridges - and Iran hit back at U.S. military targets in Bahrain, Kuwait, Oman, and (for the first known time) Syria. •Iran said the Syrian strike on a U.S. special operations command center in al Tanf was in retaliation for U.S. strikes that killed Iranian soldiers in Iranshahr. There were no U.S. casualties; the U.S. withdrew troops from al Tanf in February (probably at Pres. al Sharaa's request: al Sharaa doesn't want to get involved in the U.S.-Iran war). CHINA •In a televised address, Pres. Trump accused China of stealing voter files on about 220 million Americans and using them to influence the 2020 election in Joe Biden's favor. China vehemently denied Trump's claim, saying it "has never and will never interfere in the presidential elections of the U.S." •Shortly after Trump's address, China's leader, Xi Jinping, struck a much more friendly tone at the AI conference he's hosting in Shanghai: "With AI advancing at a staggering speed, we must ensure its development is for positive, for good, and for humanity." VENEZUELA •A CIA analysis of almost 20 years of intelligence on Venezuelan elections concluded that Venezuelan officials had "some capability in manipulating electronic voting systems" to alter up to 1.5 million votes in the country's elections since 2012. •The report cautioned that there was no definitive evidence that the Maduro regime pulled off "large-scale electronic fraud" this way (Nicolas Maduro had other ways of rigging elections in his favor, like bullying the opposition out of challenging him in polls). It also clarified that there was no evidence that Maduro's regime had any ability to influence elections in other countries using Smartmatic machines.
Open source reportOff Leash update 27 Feb AFGHANISTAN AND PAKISTAN •Pakistani jets bombed Kabul and Kandahar today in retaliation for Afghan attacks on Pakistani border positions hours earlier. •Pakistan's defense minister warned Afghanistan's Taliban government in a social media post that "our cup of patience has overflowed" and declared an "open war." However, its strikes today were quite limited in scale and scope, and didn't seem like the opening salvo of a full-scale war. •While Islamabad would love to see the end of the Taliban government and its support for Pakistani Taliban militants, it can't afford a war with Afghanistan that would divert its military resources from fighting internal insurgencies or maintaining readiness for a potential future showdown with India. IRAN •American and Iranian officials met for six hours of nuclear talks in Geneva yesterday, but failed to break through their impasse - largely because Iran still refuses to cave to U.S. demands to stop all nuclear work. •Iranian officials and Omani mediators said the two sides agreed to continue negotiations with another round of talks next week, but U.S. officials pointedly declined to confirm, driving speculation that Pres. Trump may be losing patience with diplomacy. VENEZUELA •Interim president Delcy Rodriguez's government suspended 19 oil and gas production sharing agreements signed under Rodriguez's predecessor, Nicolas Maduro, while Venezuela and the U.S. jointly review the contracts and counterparties. •The suspended contracts were signed while Venezuela was under sanctions, which scared oil majors away from bidding. As a result, most of the deals went to shady and little-known companies with less operating experience. Caracas likely hopes to reassign them to more capable operators. •First, Rodriguez need to restore oil majors' confidence in Venezuela. To that end, she called on Pres. Trump to end sanctions and a naval blockade of sanctioned tankers in a speech on state television yesterday. CHINA •China removed nine military officers and 10 other officials from its National People's Congress, which convenes for annual meetings next week. •No reason was given for the removals, but they appear to be part of Xi Jinping's ever-widening crackdown on corruption. •Xi's critics say his purges are less about rooting out corruption and more about consolidating power by sidelining rivals and dissenters. CUBA •Details of yesterday's shootout between Cuban border guards and alleged seaborne "infiltrators" are still murky. •Most of what we know comes from the Cuban government's account of the incident, but that's now being called into question after one of the men Havana identified as a dead attacker popped up alive and well in Miami. He told reporters he would love to bring down the Cuban regime, though he clearly wasn't part of this attempt to do so. •The men who were actually killed and captured in the incident seem to have been Cuban dissidents, too.
Open source reportOff Leash update 30 Dec VENEZUELA •Pres. Trump acknowledged that a CIA drone strike about a week ago destroyed a Venezuelan dock allegedly used by Tren de Aragua drug traffickers to export their wares, marking what seems to be the first known land strike on Venezuela. •Trump declined to share more details, and Nicolas Maduro's government has only referred to the incident obliquely - perhaps to downplay concerns about escalation and calls for retaliation. •Separately, another Operation Southern Spear boat strike in the eastern Pacific killed two yesterday. UKRAINE •Pres. Zelensky reported that Pres. Trump offered Ukraine 15 years of security guarantees during their meeting on Sunday. That's far short of the indefinite guarantees Zelensky had sought, but Zelensky seemed content to compromise in the interest of resolving the remaining bigger differences of position. •Rumors suggest Trump may next host a new round of negotiations next month with Zelensky as well as European leaders (some of whom joined by phone this time). ISRAEL •Israeli Prime Minister Netanyahu visited Pres. Trump at Mar-a-Lago yesterday for talks that were amiable but produced no big breakthroughs on Trump's Gaza peace plan. •Netanyahu secured one key win, though: he got Trump's assurance that the U.S. would back Israeli strikes on Iranian nuclear sites if Iran continues to develop its weapons programs. IRAN •Protesters demonstrated in Tehran yesterday against rising inflation after preliminary December data showed an annualized inflation rate of 42.2%. •Pres. Pezeshkian has repeatedly conceded that he's out of ideas to fix Iran's ailing economy, and the resignation of his central bank chief yesterday certainly won't help. •An academic paraphrased in the NYT sees two ways Iran can escape the looming inflationary spiral: "It could change its relationship with the United States in exchange for relief on sanctions...or drastically cut government spending, but neither option appears likely." Instead, further inflation seems more probable. CHINA •China is seeking to supplant the U.S. as the lead peacemaker between Thailand and Cambodia. After Pres. Trump claimed a role in closing the initial 72-hour truce, China stepped in to host the next round of talks on a more permanent ceasefire yesterday and today. •Beijing's foreign ministry implicitly boasted that its mediation style was less pushy than the U.S. approach: "China’s efforts to promote peace and dialogue never impose on others or overstep its bounds."
Open source reportOff Leash update 17 Dec VENEZUELA •In a Truth Social post, Pres. Trump said he had designated Nicolas Maduro's government a foreign terrorist organization and announced a "A TOTAL AND COMPLETE BLOCKADE OF ALL SANCTIONED OIL TANKERS going into, and out of, Venezuela." •While that sounds severe, analysts point out that the emphasis on sanctioned tankers suggests this will be more of a redoubling of ongoing U.S. naval operations against regime-linked boats in the Caribbean than a true blockade. •It won't affect Chevron's legal exports of Venezuelan oil; nor will it threaten legal shipments of other goods to and from Venezuela. And with global oil markets well supplied and China - as the main buyer of Venezuelan oil - unlikely to enthusiastically enforce sanctions, it likely won't have a lasting effect on oil prices either. •The new terrorist designation will, however, facilitate more seizures of sanctioned oil tankers. The U.S. is monitoring around 18 fully-loaded, sanctioned tankers in Venezuelan waters, and Axios reported that it plans to seize any that enter international waters. •The designation could also help build a case for the land strikes and direct military action Trump has repeatedly threatened against Venezuela. •The new measures will also further hobble Venezuela's ailing economy. Since oil is Venezuela's main source of export earnings, the blockade is likely to exacerbate already-high inflation and lead to a fresh surge in outbound migration. UKRAINE •U.S. and European officials wrapped up two days of meetings on Ukraine in Berlin after making some minor progress on possible ceasefire terms. •One new aspect of the tabled peace proposal would see U.S. intelligence and European troops reinforce Ukraine's post-war security and help deter a repeat Russian invasion in the future. Russia will certainly reject that idea; it didn't even bother to respond to the far more favorable plan the U.S. initially proposed. SAHEL •In an interview with pro-Kremlin media outlet TASS, Russia's Deputy Foreign Minister - Sergey Vershinin - accused the West of "waging a large-scale campaign to destabilize the situation" in the junta-run Sahel states of Burkina Faso, Mali, and Niger. •That's an odd accusation from an official representing the country that gained the most from the destabilizing coups that overthrew elected governments in all three Sahel countries. While there's no direct evidence that Russia was involved an any of the putschs, it was quick to capitalize on the opportunity to bolster each junta with no-strings-attached security support in exchange for mineral access. CRITICAL MINERALS •The European Union (EU) outlined a plan to lower its ambitions for replacing combustion engine vehicles with greener models - in part to reduce the costly compliance burden that lofty green targets have forced on struggling European automakers. •Instead of requiring EU-made vehicles to eliminate 100% of their carbon emissions by 2035, the new target would aim for a 90% reduction in emissions. That means carmakers could still produce hybrids and internal combustion engine cars after 2035 - though fewer of them than they're making now. •If adopted, the plan would reduce EU carmakers' demand for battery minerals like cobalt and rare earths. It's seen as a particularly welcome reprieve for the EU's luxury carmakers like Porsche, Mercedes-Benz, and BMW, who have struggled more with the green transition than their mass-market counterparts.
Open source reportOff Leash update 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 17 Nov COMING UP THIS WEEK •Saudi Crown Prince Mohammed bin Salman (MBS) will visit the White House tomorrow. Pres. Trump hopes to convince his guest to sign onto the Abraham Accords, but MBS seems to have little interest in (or incentive for) normalizing relations with Israel. •The Ashes cricket tournament starts Friday in Perth. •South Africa hosts the G20 summit next weekend. Pres. Trump is not only skipping the summit; he has also called for this year's host to be expelled from the bloc "because what's happened there is bad." [Trump accuses South Africa's leadership of failing to protect white farmers from violence; South African officials dispute Trump's claims that whites are disproportionately affected.] •Guinea-Bissau holds general elections on Sunday, but it won't be a fair vote: the Supreme Court ruled the largest party's popular presidential nominee ineligible for missing the registration deadline. He filed six days early. COMMODITY AND COIN MARKET PRICES •Aluminum: $2,859/ton •Antimony (trioxide min. 99.65% fob China): $30,950/ton •Bitcoin: $95,597 - down over 20% from its October peak due to liquidity issues and a broader sell-off of tech and crypto assets. •Cobalt: $48,570/ton •Copper: $10,852/ton •Ethereum: $3,202 •Gold: $4,080/toz •Lead: $2,064/ton •Natural Gas (Nymex): $4.47/MMbtu •WTI Crude Oil (Nymex): $60.09/barrel •Zinc: $3,021/ton VENEZUElA •The U.S. will designate Venezuela's Cartel de los Soles as a Foreign Terrorist Organization (FTO) starting next Monday, Nov. 24. The Trump administration accuses Venezuela's autocrat, Nicolas Maduro, of leading the Cartel de los Soles, so the group's designation as an FTO will essentially designate Maduro as a terrorist, too. •The designation will allow the U.S. to crack down on alleged cartel members and anyone doing business with them. It could potentially also bolster the case for targeting Maduro and his associates with direct strikes - as some (including Maduro) believe the U.S. is preparing to do with Operation Southern Spear. •Pres. Trump told reporters on Saturday that Maduro "would like to talk." Trump also teased that he has "sort of made up my mind" about whether or not to order a land strike on Venezuela, but he declined to elaborate on either his military plans or the possibility of peace talks instead. •Separately, another Operation Southern Spear naval strike killed three more alleged drug traffickers on Saturday. DRC •DRC and Rwanda-backed M23 rebels signed a new ceasefire framework in Qatar. •From what I can tell, the new agreement adds absolutely nothing to what they'd already agreed. It merely reiterates the easy terms they'd already agreed to - like vague plans to swap prisoners and establish a ceasefire oversight body - while continuing to punt the thornier issues - including control of M23-held areas, resettlement of displaced people, and humanitarian aid access to battle zones - further into the future. •Delegates gave themselves two weeks to work out the thornier six "chapters" of an eight-part ceasefire. Two years would be a more reasonable timeframe - but still ambitious, given the complexity of their deep-rooted conflict. CHILE •Chile's first round of voting yesterday sent the presidential election to a polarizing runoff between polar opposite candidates to take place next month. •Ultraconservative lawmaker José Antonio Kast fared surprisingly well and appears to have the upper hand against Jeannette Jara of the ruling Communist Party in the runoff: Kast won 24% of first-round votes to Jara's 27%, but he's likely to pick up supporters of several conservative also-rans, while she was the only liberal candidate in the first round - and is thus unlikely to gain much incremental support in the runoff. 1/2
Open source reportOff Leash update 17 Nov COMING UP THIS WEEK •Saudi Crown Prince Mohammed bin Salman (MBS) will visit the White House tomorrow. Pres. Trump hopes to convince his guest to sign onto the Abraham Accords, but MBS seems to have little interest in (or incentive for) normalizing relations with Israel. •The Ashes cricket tournament starts Friday in Perth. •South Africa hosts the G20 summit next weekend. Pres. Trump is not only skipping the summit; he has also called for this year's host to be expelled from the bloc "because what's happened there is bad." [Trump accuses South Africa's leadership of failing to protect white farmers from violence; South African officials dispute Trump's claims that whites are disproportionately affected.] •Guinea-Bissau holds general elections on Sunday, but it won't be a fair vote: the Supreme Court ruled the largest party's popular presidential nominee ineligible for missing the registration deadline. He filed six days early. COMMODITY AND COIN MARKET PRICES •Aluminum: $2,859/ton •Antimony (trioxide min. 99.65% fob China): $30,950/ton •Bitcoin: $95,597 - down over 20% from its October peak due to liquidity issues and a broader sell-off of tech and crypto assets. •Cobalt: $48,570/ton •Copper: $10,852/ton •Ethereum: $3,202 •Gold: $4,080/toz •Lead: $2,064/ton •Natural Gas (Nymex): $4.47/MMbtu •WTI Crude Oil (Nymex): $60.09/barrel •Zinc: $3,021/ton VENEZUElA •The U.S. will designate Venezuela's Cartel de los Soles as a Foreign Terrorist Organization (FTO) starting next Monday, Nov. 24. The Trump administration accuses Venezuela's autocrat, Nicolas Maduro, of leading the Cartel de los Soles, so the group's designation as an FTO will essentially designate Maduro as a terrorist, too. •The designation will allow the U.S. to crack down on alleged cartel members and anyone doing business with them. It could potentially also bolster the case for targeting Maduro and his associates with direct strikes - as some (including Maduro) believe the U.S. is preparing to do with Operation Southern Spear. •Pres. Trump told reporters on Saturday that Maduro "would like to talk." Trump also teased that he has "sort of made up my mind" about whether or not to order a land strike on Venezuela, but he declined to elaborate on either his military plans or the possibility of peace talks instead. •Separately, another Operation Southern Spear naval strike killed three more alleged drug traffickers on Saturday. DRC •DRC and Rwanda-backed M23 rebels signed a new ceasefire framework in Qatar. •From what I can tell, the new agreement adds absolutely nothing to what they'd already agreed. It merely reiterates the easy terms they'd already agreed to - like vague plans to swap prisoners and establish a ceasefire oversight body - while continuing to punt the thornier issues - including control of M23-held areas, resettlement of displaced people, and humanitarian aid access to battle zones - further into the future. •Delegates gave themselves two weeks to work out the thornier six "chapters" of an eight-part ceasefire. Two years would be a more reasonable timeframe - but still ambitious, given the complexity of their deep-rooted conflict. CHILE •Chile's first round of voting yesterday sent the presidential election to a polarizing runoff between polar opposite candidates to take place next month. •Ultraconservative lawmaker José Antonio Kast fared surprisingly well and appears to have the upper hand against Jeannette Jara of the ruling Communist Party in the runoff: Kast won 24% of first-round votes to Jara's 27%, but he's likely to pick up supporters of several conservative also-rans, while she was the only liberal candidate in the first round - and is thus unlikely to gain much incremental support in the runoff. 1/2
Open source reportOff Leash update 12 Nov PAKISTAN •The Pakistani Taliban (TTP) belatedly claimed yesterday's courthouse blast in Islamabad and said it was targeting "[j]udges, lawyers and officials who carried out rulings under Pakistan’s un-Islamic laws." •It was the first major attack inside the heavily-guarded Pakistani capital in over 10 years. •Defense Minister Khawaja Asif called it a "wake-up call" to the threat the TTP poses to the country, and declared a "state of war" extending beyond the border areas where the army is already battling the TTP. VENEZUELA •The U.S. Navy has sent the USS Gerald Ford - its most advanced aircraft carrier - to the Caribbean to join the ongoing mobilization in the seas around Venezuela, cutting its previous mission to the Mediterranean short by several months. •The Ford will add 5,500 troops to the 10,000-strong U.S. force that has Venezuela's Nicolas Maduro worried for his illegitimate regime. •Aware that he's outgunned by a stronger force with superior technology, Maduro is reportedly trying to inspire a guerrilla-style resistance in case of a U.S. land attack. It's unclear how much of his military would stand by him if his rule was threatened and they were no longer being coerced into loyalty. •Separately, CNN reported that the UK disagrees with the extrajudicial strikes the U.S. force has been carrying out against suspected drug trafficking boats in the region, and stopped sharing relevant intelligence with the U.S. soon after the strikes began. That won't hinder U.S. strikes, though: the UK provides only a small slice of the intelligence the U.S. has used in its 19 strikes to date. WEST BANK •Israeli police arrested four Jewish extremists who attacked Palestinians in the West Bank and then assaulted Israeli soldiers in a nearby industrial zone. •There's been a recent rise in extremist attacks on West Bank Palestinians: the UN logged 264 attacks causing casualties, property damage, or both in October - more than in any other month in almost 20 years. •But yesterday's incidents were unusual in that the perpetrators were arrested and Pres. Herzog publicly condemned the violence for targeting soldiers too: "Such violence against civilians and against IDF soldiers crosses a red line." TURKEY •Istanbul's chief prosecutor filed a wide-ranging indictment against the city's popular jailed mayor, Ekrem İmamoğlu, and is seeking an absurd 2,352-year total sentence for Pres. Erdogan's strongest rival. •The indictment accused İmamoğlu of leading a vast criminal network that has squeezed Turkey's commercial capital "like the arms of an octopus." •İmamoğlu's real offense was wresting control of Istanbul from Erdogan's party and preparing to challenge Erdogan for the presidency. The timing of İmamoğlu's detention was deliberate: he was arrested days before his party was due to name him as its candidate to run against Erdogan). THAILAND •Thailand suspended its truce with Cambodia after four Thai soldiers were injured by a landmine. Both sides seem inclined to avoid war, but tensions remain high. CHINA •China gave European carmakers some relief by easing restrictions on automotive chip exports to the EU for 12 months. •Analysts point out that the one-year reprieve isn't as much of an EU victory as it might seem. Beijing still bars chip exports for military use, and retained the framework for restoring restrictions on civilian chip exports after the 12-month pause expires.
Open source reportOff Leash Update 10 Nov 2025 Happy 250th Anniversary to the United States Marine Corps! COMING UP THIS WEEK •COP30 - the UN's climate conference - starts today and runs through Nov. 21. This year's edition will include fewer world leaders than attended past summits. The lackluster turnout is leading some to question the purpose of the summit. •The U.S. celebrates Veterans Day tomorrow, and the American Legion published a list of nationwide deals and discounts veterans can enjoy here: https://t.co/ri80Zt9MMx. •Tomorrow is also Iraq's election. Voter registration figures suggest Iraqis are disillusioned with their politicians, and many Shia will probably join popular cleric Moqtada al Sadr in boycotting the vote. Those who vote are expected to do so along sectarian lines, leaving Iraq's political elite to allocate power amongst themselves. COMMODITY AND COIN MARKET PRICES •Aluminum: $2,848/ton •Antimony (trioxide min. 99.65% fob China): $30,950/ton •Bitcoin: $106,245 •Cobalt: $48,570/ton •Copper: $10,717/ton •Ethereum: $3,604 •Gold: $4,078/toz •Lead: $2,047/ton •Natural Gas (Nymex): $4.49/MMbtu •WTI Crude Oil (Nymex): $60.22/barrel •Zinc: $3,057/ton VENEZUELA •Numerous reports suggest that Venezuela's strongman, Nicolas Maduro, has been leveraging Cuban intelligence to intensify a crackdown on suspected traitors within his government by jailing and - allegedly - torturing military officers suspected of disloyalty. •Whether or not any of the targeted officers were actually plotting against Maduro, his crackdown on suspected traitors is bound to make other officers hesitate to challenge his authority. •Separately, Venezuela's army released a series of new patriotic promotional videos over the weekend as part of what some analysts suspect is an effort to motivate soldiers and attract new recruits. •In one clip filmed at the national military academy, army commander Gen. Johan Hernández Láre boasts that the academy's cadets "are ready to destroy the enemy" after their training on the first-person view (FPV) drone simulators in the background. Gamers around the world may be worried: astute observers pointed out that the simulators behind Láre bear an uncanny resemblence to FPV Kamikaze Drone, a video game sold on Steam for $3.99. GAZA •Turkey accused Israel of bombing a Turkish hospital in Gaza and issued arrest warrants for Israeli Prime Minister Netanyahu on charges of "genocide and crimes against humanity." Israel called it a "PR stunt." •While trading diplomatic barbs with Israel, Turkey is apparently constructively helping the U.S. and UAE try to negotiate safe passage for Hamas fighters trapped in tunnels in Israeli-controlled parts of Gaza. •Separately, Hamas returned the remains of Lt. Hadar Goldin, an Israeli soldier who was killed in Gaza in 2014. Goldin was one of the deceased hostages whose release was mandated by the first phase of the Gaza ceasefire deal between Israel and Hamas. DRONES •The UK said it would lend Belgium military support to protect against a wave of drone incursions into Belgian airspace. IRAN •Tehran's water supplies have continued to dwindle through a rain-less autumn, and authorities have started rationing water. •Late last week, Pres. Masoud Pezeshkian - who has been sounding the alarm about Tehran's looming water crisis for months - warned that Tehran residents may need to evacuate if the drought lasts another month. The Ministry of Energy is trying to draw rain using "cloud seeding" first. INDIA •A car bomb killed at least 10 people near one of Delhi's top tourist attractions - the Red Fort - today, leading authorities to impose a high security alert on other tourist and government sites in the capital. •Investigators are treading cautiously and not explicitly calling it a terrorist attack yet - but the fact that India's federal anti-terror investigators are leading the inquiry suggests terrorism is a leading theory.
Open source reportOff Leash update 4 Nov 2025 U.S. •U.S. off-year elections are today. Vote! GAZA •Yesterday, the U.S. circulated a draft UN Security Council resolution proposing an International Security Force (ISF) to run post-war Gaza for two years. •The draft emphasizes that the ISF would be an "enforcement force and not a peacekeeping force," and would have a mandate to disarm terror groups. •That's likely to be a turnoff for some of the Arab and Muslim leaders - like Jordan's King Abdullah - who have said they won't contribute troops to a force tasked with enforcing peace rather than merely keeping it. [Peace enforcement generally uses coercive measures like military force to impose peace - an idea that King Abdullah says "nobody will want to touch" in Gaza.] VENEZUELA •The Washington Post reported that Venezuela's Nicolas Maduro has been begging for help from Russia, China, and Iran to upgrade its arsenal, defenses, and air fleet in light of the ongoing buildup of U.S. forces in the region, which Maduro (rightly) perceives as a threat to his regime. •Russia has sent Maduro at least two cargo planes of kit in recent weeks, but some analysts think that's about all the support that Moscow will be able to offer while its focus and resources are stretched in Ukraine. A spokesman for Russia's Foreign Ministry merely acknowledged that her ministry was "in contact with" a pleading Maduro regime. •Iran has sent Maduro some drones; it's not clear whether or how China has replied to his requests. SUDAN •Satellite photos appeared to corroborate survivors' accounts that Sudan's paramilitary Rapid Support Forces (RSF) are carrying out systematic massacres of civilian men in El Fasher, which the RSF finally captured from the army last week. •Separately, the Integrated Food Security Phase Classification (IPC) - the world's leading authority on food crises - deemed El Fasher and a second Sudanese city, Kordofan's Kadugli, to be facing famine after monthslong RSF sieges. CHINA •The Economist analyzed 14,000 documented examples of Xi Jinping's speeches and writings since 2013 to spot some noteworthy trends. •Xi's use of bold language - "strong country," "great enterprise," "high quality," etc. - has risen dramatically, while he's reduced his use of fluffier and feelier words like "hope," "care," and "opinions." Read more here: https://t.co/VailJ6WtMG. TANZANIA •Tanzanian President Samia Suluhu Hassan was sworn in to a new term as nationwide protests against her sham re-election continued. •One might think that a leader popular enough to claim 98% of the vote with a record turnout of 87% (per official stats) would relish celebrating her victory as her predecessors celebrated theirs: with a huge public inauguration bash at Dar es Salaam's largest stadium. •Instead, Samia took her oath of office in a private (but televised) event at a military venue, citing security concerns - which she blamed on "foreigners." •Reports of empty polling stations on election day cast doubt on the official turnout figures, and Samia didn't need to plump turnout up anyway: her victory was already ensured when her only two serious rivals were banned from running against her. GUINEA •Guinea's junta leader, Mamady Doumbouya, formally filed to contest the December 28 presidential election, reversing a pledge he made upon seizing power in 2021 to hand authority over to an elected government and not run for election himself. •Doumbouya apparently changed his mind after a convenient September referendum lifted a constitutional prohibition on military leaders contesting elections and introduced new restrictions that bar his two closest rivals from running. •Doumbouya's supporters - who don't seem to understand how democracy works - cheered him on as he filed his campaign papers: "Mamady champion, Mamady president, Mamady already elected!"
Open source reportOff Leash update 24 Oct RUSSIA •Pres. Putin reacted angrily to new U.S. sanctions on Russian oil majors Rosneft and Lukoil, which Pres. Trump imposed in frustration with Putin's refusal to engage in Ukraine ceasefire talks. Putin called the new measures an "unfriendly act" and chided the foreign buyers complying with them that "no self-respecting country" would cave to such pressure. •Yet Russia's major customers, including India and China, are indeed curtailing their purchases of seaborne Russian oil because of the new sanctions - at least in the short term. Oil prices rose 5% on expectations of greater competition to buy non-sanctioned oil. VENEZUELA •Two supersonic U.S. B-1 bombers flew close enough to Venezuela yesterday to cause concern for Nicolas Maduro, who is probably uneasily watching the skies for signs that Pres. Trump has begun to launch the land strikes he's been threatening. •The U.S. Lancers remained in international airspace, and Pres. Trump later rejected initial Pentagon suggestions that the sorties were part of an "attack demonstration" to intimidate Maduro. But - given recent escalatory rhetoric from both sides - this looks like more of a preview than a false alarm. SUDAN •According to media reports, representatives of "The Quad" - Egypt, Saudi Arabia, the UAE, and the U.S. - are meeting in Washington today to mediate between the warring sides of Sudan's civil war. •Alas, neither the army nor the Rapid Support Forces seem ready to talk peace. Both deny that they're even engaging in indirect talks, and both continue to stock up on weapons - despite an (apparently ineffective) arms embargo. NIGER •Suspected jihadist gunmen kidnapped an American missionary, Kevin Rideout, from his home just 100 meters (300 feet) from the presidential palace in Niamey. •Rideout's abduction will be a painful reminder to the junta - which operates from the presidential palace - of how badly it has failed to contain jihadists and restore security since taking power in July 2023. •Both Islamic State's Sahel Province (ISSP) and the Al Qaeda-linked Group for Support of Islam and Muslims (JNIM) are active in Niger and across its porous borders, and both have abducted Westerners for ransom in recent years. But it was probably ISSP - rather than JNIM - that abducted Rideout, whose cell phone was last traced to an ISSP-ridden area north of Niamey. WEST BANK •Vice Pres. Vance and Pres. Trump both categorically rejected the Israeli Knesset's preliminary vote on a proposal to annex much of the West Bank. •Vance - speaking from Israel - called it an "insult" and a "very stupid political stunt," and Trump vowed that "Israel would lose all of its support from the United States" if the measure wins full approval. •Most of Prime Minister Netanyahu's Likud party would agree with Vance that the proposal was an opposition stunt designed to provoke outcry, and the bill is unlikely to clear the remaining three votes it would need to pass. 1/2
Open source reportOff Leash update 23 Oct RUSSIA •The U.S. imposed new sanctions on Russian oil majors Lukoil and Rosneft yesterday - one week after the UK sanctioned the same companies. •These were the first war-related sanctions the U.S. has imposed on Russia since Pres. Trump returned to office, and Trump's Treasury Secretary - Scott Bessent - directly linked them to Pres. Putin's stonewalling on peace talks: "Given President Putin’s refusal to end this senseless war, Treasury is sanctioning Russia’s two largest oil companies that fund the Kremlin’s war machine." •The new measures are a significant escalation - Pres. Trump called them "tremendous sanctions" - and they appear intended to push Putin to agree to talks. They'll also help nudge India to reduce its Russian oil imports, since Indian refiners buy much of their Russian oil from the newly-sanctioned companies. •The EU also slapped new sanctions on Russia yesterday. The EU's new sanctions package - its 19th over the Ukraine war - targeted Russian liquefied natural gas imports. CARTELS •The U.S. military carried out its eighth and ninth known strikes on alleged drug trafficking vessels in Latin America, killing five people between the two boats. •Unlike the previous seven known strikes, which took place in the Caribbean, these two both targeted boats in the eastern Pacific Ocean. •Following the latest strikes, Pres. Trump warned that his administration is "totally prepared" to expand its anti-cartel operations to strike drug-linked targets on land, which would be a significant escalation. However, he noted that land strikes may require Congress's approval. VENEZUELA •Venezuela's Nicolas Maduro - who, not unreasonably, perceives himself as the target of U.S. anti-cartel operations in Latin America - announced that he has deployed an arsenal of over 5,000 Russian-made Igla-S anti-aircraft missiles "to guarantee peace, stability, and tranquility" in the face of unspoken U.S. threats against him. •Despite his lip service toward peace, it's Maduro - not the U.S. - who is explicitly banging war drums. In addition to deploying anti-aircraft batteries, he has ramped up militia recruitment and launched large, televised military exercises that feed into his regime's warnings that Venezuelans should prepare "for the worst" and ready themselves for war. •Satellite imagery analysts have been unable to spot any of the 5,000+ Igla-S missiles Maduro claims to have deployed, and Maduro has a habit of grossly exaggerating numerical claims like this (to wit, he claimed to have mobilized more people willing to fight for him than voted for him). The true number of Igla-S missiles in Venezuela is far fewer than 5,000 GAZA •The Israeli Knesset passed the first of four votes required to approve a bill allowing Israel to annex the West Bank - despite clear international opprobrium. •Sec Rubio reiterated U.S. opposition to annexation and called the bill "counterproductive" and "threatening to the peace deal." Even Prime Minister Netanyahu's Likud party opposed it and accused its proponents of trying to "damage our relations with the United States." •The measure still faces three more votes before it can be fully approved, and Netanyahu will likely press the Likud members who abstained from the first vote to fall into line and vote against the next ones. DRC •China's Twangiza Mining declared force majeure after a drone strike took out power at its South Kivu gold mine. •Twangiza has had a rough go of it lately: Rwanda-backed M23 rebels occupied its mine in May, and - with the help of Twangiza's own employees - have since looted around $70 million worth of gold and $5 million in equipment and materials from the site. Their loot was secreted over the border to Rwanda for export, with the proceeds used to fund the Rwandan/M23's war. 1/2
Open source reportOff Leash update 22 Sept COMING UP THIS WEEK •The 80th UN General Assembly (UNGA) culminates in some dramatic (by diplomatic standards) sessions this week. •Several more countries plan to recognize Palestinian statehood at the UN today, after four preponed their announcements to yesterday out of respect for the Jewish new year of Rosh Hashana, which begins today. Pres. Trump will address UNGA delegates tomorrow. •The Seychelles votes for president and parliament Thursday. •Aussie rules football world cup starts Saturday, which is also the 200th anniversary of the first passenger train, the UK's Stockton and Darlington Railway. COMMODITY AND COIN MARKET PRICES •Aluminum: $2,672/ton •Antimony (trioxide min. 99.65% fob China): $30,950/ton •Bitcoin: $112,907 •Cobalt: $34,550/ton •Copper: $9,989/ton •Ethereum: $4,204 •Gold: $3,713/toz •Lead: $1,997/ton •Natural Gas (Nymex): $2.93/MMbtu •WTI Crude Oil (Nymex): $63.01/barrel •Zinc: $2,889/ton PALESTINIAN STATEHOOD •Australia, Canada, Portugal, and the UK recognized Palestinian statehood yesterday, and at least four more countries will make similar announcements today. •The U.S. and Israel vocally denounced the new recognitions and are boycotting a French-led UN conference on a two-state solution today. •Realist observers agree that formal recognition won't change the realities on the ground in Palestinian territories anyway. True statehood - with a functional government - looks even more elusive now than it did before Oct. 7. •It will fade even further from reality if Israel responds to this new wave of recognitions by annexing all but 18% of the West Bank, as it has threatened to do. SUDAN •Sudan's military blamed the Rapid Support Forces (RSF) for a "horrific" drone strike that killed over 70 worshippers at a mosque in Darfur on Friday. •There's credible evidence that the military has committed many horrific crimes of its own in the two-and-a-half-year civil war it's fighting against the RSF. •The UN Human Rights Office (OHCHR)'s latest report on Sudan - which was published on Friday - noted that both sides have escalated attacks near civilian centers in 2025, leading to a near doubling in civilian fatalities in the first six months of this year vs. last year. VENEZUELA •Bloomberg reported that Venezuela's Pres. Maduro wrote a direct letter to Pres. Trump on Sep. 6 - four days after the first U.S. strike on an alleged drug boat departing Venezuela - to vehemently Trump's accusations that Venezuela is a major drug exporter and plea for U.S.-Venezuela talks to defuse tensions. •Trump hasn't publicly acknowledged Maduro's letter, but the fact that his envoy, Richard Grenell, expressed hope that "we can still have a deal" suggests Trump may be open to negotiating. •However, two more U.S. strikes on suspected Venezuelan drug boats in the past week might complicate plans for talks. So might the Dominican Republic's confirmation that its coast guard recovered 377 packages of cocaine from the wreckage of the latest strike. CHINA •The NYT made a good point about China's apparent acquiescence on divesting TikTok, after five years of fighting to keep control of the app. •While many viewed last week's divestment deal as a win for the U.S. and a concession from China, in the bigger picture of ongoing trade tensions between the world's two largest economies, ownership of an app may be a very minor bargaining chip that China is happy to trade to "[buy] itself room to negotiate on the matters it cares about most: tariffs, technology and Taiwan." •The deal is not done yet, and its terms are not yet public. 1/2
Open source reportOff Leash update 16 Sept VENEZUELA •The U.S. Navy targeted another drug boat near Venezuela, killing three people who Pres. Trump said were "positively identified, extraordinarily violent drug trafficking cartels and narcoterrorists" heading to the U.S. with "big bags of cocaine and fentanyl." •Some legal experts have criticized these extra judicial strikes on alleged drug boats as excessive, pointing out that even convicted drug traffickers don't face the death penalty. These accused traffickers are being executed without a trial. [Trump argues that drug cartels should be treated as foreign terrorist organizations and have forfeited their right to stand trial.] •Before the new U.S. strike was announced yesterday, Venezuela's dictator, Nicolas Maduro, called the first U.S. strike of this campaign - which occurred Sep. 2 - a "heinous crime" and "a military attack on civilians who were not at war and were not militarily threatening any country." •Maduro insists that the U.S. is trying to goad Venezuela into a "major war" with the goal of "regime change for oil." Few in the Trump administration would be sad to see Maduro's regime fall, but this naval operation seems like a roundabout way to launch a "major war." ISRAEL AND GAZA •Israel began the "main phase" of its ground offensive on Gaza City this morning, rolling tanks into Gaza's largest population center - which Israel believes to be Hamas's last major stronghold. •U.S. SecState Rubio just paid a visit to Israeli Prime Minister Netanyahu, and offered Netanyahu full U.S. support for his offensive against Hamas. Rubio also conceded that a Gaza peace deal may be out of reach at this stage. •Both Rubio and Netanyahu dodged questions about whether Israel told Pres. Trump it planned to target Hamas leaders in Qatar in advance of the strike. Israeli officials maintain that Trump did indeed have advance warning; the White House claims he only found out after missiles were in the air. Either way, it seems clear Trump didn't have enough advance warning to object to the strike or warn Qatar about it. •On the other side, Arab states met yesterday in Doha to rally behind Qatar in unanimous objection to Israel's strike. •Iran's Pres. Pezeshkian was one of the most vocal attendees denouncing the strike; he complained that "Israel strikes wherever it wants and does whatever it wants," and proposed an "Islamic NATO" to deter future Israeli fire. That's ironic, given that Iran carried out its own ballistic missile strikes on Qatar just three months ago. SYRIA •I missed a key event in my weekly outlook: Syria's new government began a one-week process to choose its new legislature yesterday. •Interim President Ahmed al Sharaa will appoint 70 of its 210 members, while local committees will pick the rest. •As The Economist noted: "Popular democracy this is not, but it is certainly more unpredictable than elections for the old parliament, in which only Bashar al-Assad’s toadies were allowed to run." CHINA •U.S. Treasury Secretary Bessent announced an eleventh-hour agreement to allow TikTok to continue operating in the U.S. under U.S.-controlled owners ahead of tomorrow's extended deadline. Presidents Trump and Xi will "complete" the deal Friday. •Separately, China's markets regulator ruled that chipmaking giant Nvidia's 2020 acquisition of Mellanox Technologies violated antitrust laws. That's going to make ongoing U.S.-China trade talks in Madrid awkward. Some observers suggested the ruling may be China's revenge for Pres. Trump's pressure on U.S. allies to raise tariffs on China over China's purchases of Russian oil.
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 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 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 30 April 2025 INDIA AND PAKISTAN •Pakistan's Information Minister, Attaullah Tarar, claimed to have "credible intelligence" that India is planning a military strike on Pakistan in the next 24-36 hours (from ~10 pm local time last night) in retaliation for what Tarar called India's "baseless and concocted allegations" that Pakistan supported the separatist militants who attacked a civilian train in Pahalgam, Kashmir last week. [Pakistan vehemently denies funding or encouraging militants in Kashmir.] •Tarar's claim is consistent with other media reports that India's Prime Minister Modi has been lobbying world leaders by phone and diplomats in person to make the case for striking Pakistan, and a targeted strike could come soon. •India carried out similar targeted strikes on Pakistani militants after deadly attacks on India in 2016 and 2019. Both previous Indian retaliatory strikes were limited in scope to precisely target "militant launch pads" and training camps connected to the preceding terrorist attacks. •Any imminent Indian military strike would likely follow the same pattern and be limited to targeting the safe havens and arsenals used by militants responsible for the Pahalgam attacks. Neither India nor Pakistan wants a broader war with its nuclear-armed archrival right now. VENEZUELA •Human Rights Watch (HRW) released a damning 104-page report yesterday condemning Pres. Maduro's crackdown on the opposition after he stole the July 2024 election. •The report's title offers a preview of its findings: "Punished for Seeking Change: Killings, Enforced Disappearances, and Arbitrary Detention Following Venezuela’s 2024 Election." •Inside the report, HRW cited credible reports that at least 25 protesters were killed in the immediate aftermath of the election, and over 2,000 people were detained for demonstrating or supporting the opposition. Those are both probably drastic underestimates of the true totals. UKRAINE •Pres. Zelensky said that Ukraine has agreed - at U.S. insistence - to an immediate and unconditional 30-day ceasefire, but complained that Russia has yet to commit to it - and instead launched over 100 drone attacks on Ukraine overnight. NORTH KOREA •South Korean intelligence reported that around 600 North Koreans have been killed fighting against Ukraine in Kursk. •Earlier South Korean reports estimated 4,700 total North Korean casualties (killed or injured) in Kursk, so a combination of the two figures suggests 4,100 of the casualties were injured and 600 were killed in action. RUSSIA •France's cybersecurity agency accused Russia's military intelligence organization, GRU, of staging almost 10 years of cyberattacks against French defense and intelligence targets. France's Foreign Ministry pounced on the accusation and said Russia should be barred from the UN Security Council for such "destabilizing activities." •Pres. Macron has been explicit about his desire to pressure Pres. Putin into agreeing to a ceasefire in Ukraine, and these new charges are probably part of Macron's pressure campaign.
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 March 2025 VENEZUELA •Pres. Trump accused Pres. Maduro's government of "purposefully and deceitfully" sending criminals and murderers - i.e. the Tren de Aragua gang - to the U.S., and announced plans to impose a punitive 25% tariff on all imports from countries that buy oil from Venezuela - even indirectly. •The largest buyers of Venezuelan oil are China, the U.S. (via Chevron's production, which Trump has ordered to wind down), Spain, and India. Rystad Energy thinks the threat of new tariffs will lead those buyers to seek other sources of oil, which should be fairly easy for all four countries: Venezuelan oil is not a major share of total oil imports for any of them. •Separately, the U.S. resumed deportation flights to Venezuela via Honduras after striking a deal with both Venezuela and Honduras over the weekend. TURKEY •Pres. Erdogan isn't backing down from his standoff with Istanbul mayor - and potential rival for the presidency - Ekrem Imamoglu. •Erdogan had Imamoglu fired from his mayoral post and re-arrested on Sunday - just hours before Imamoglu's party planned to name him as its candidate for the next presidential election. •Erdogan accuses Imamoglu of corruption and supporting terrorism; Imamoglu says the charges against him are bogus and politically motivated. •Tens of thousands of Turks seem to side with Imamoglu: the mayor's arrest sparked the biggest protests Turkey has seen in over 10 years, and Erdogan's authoritarian response - to arrest over 1,000 demonstrators, including journalists - risks feeding protesters additional grievances against Erdogan to rally behind. GAZA •Egypt proposed a new, limited ceasefire proposal for Gaza and said Hamas responded positively to the terms, which would see Hamas release five hostages in return for Israel lifting restrictions on aid flows. •Israel said it hadn't seen the proposal yet. AFGHANISTAN •The U.S. lifted bounties on three senior Taliban officials: Sirajuddin Haqqani, Abdul Azizi Haqqani, and Yahya Haqqani. •The reprieve was apparently part of a deal that U.S. envoy Adam Boehler struck when he visited Kabul last week. In return, the Taliban released a U.S. citizen who had been detained in Afghanistan for over two years. SOUTH SUDAN •South Sudan continues to edge closer to another civil war. Forces loyal to Pres. Kiir carried out airstrikes on a military base aligned with First Vice President Riek Machar near Juba on Sunday, and then arrested several of Machar's senior allies yesterday. •Kiir's side accused Machar's opposition of "scaling up their movements" and said Machar's forces had deployed a patrol "in military formation" to observe army positions. Both sides seem to be preparing to fight.
Open source reportOff Leash update 27 Feb Ukraine •The new U.S.-Ukraine mineral deal is taking shape quickly: it was only announced Tuesday (though speculation was swirling before that), and Pres. Zelensky will fly to Washington tomorrow to sign the final agreement. •Negotiators leaked a draft of the agreement dated Tuesday to the media, and several outlets published the full text (https://t.co/WCfpbsvV3e). Some takeaways: oUkraine will put half of its revenues from future mineral and energy sales into a new, U.S.-controlled investment fund that will reinvest some of the funds into rebuilding Ukraine. oThe fund will only draw on revenues from new projects; proceeds from existing mines, oil wells, etc. are not part of this arrangement. oThe only reference to U.S. security guarantees is highly noncommittal - paragraph 10 says the U.S. "supports Ukraine’s effort to obtain security guarantees needed to establish lasting peace" - but Zelensky said he's content with that wording. Trump told his cabinet the onus for security guarantees should be on Europe - not the U.S. oTrump's initial demands for a $500 billion contribution target and Ukraine's commitment to repay twice the amount of any future U.S. aid were both omitted from the draft. •Ukraine has large untapped reserves of several critical minerals whose development could contribute to this fund, including uranium (Europe's largest reserves!), graphite, lithium, titanium, natural gas, and rare earths. However, around 40% of its mineral resources are in regions Russia controls - and would likely keep in a peace deal. Gaza •Hamas and Israel both fulfilled their part of a delicate hostage-prisoner swap yesterday: Hamas returned the remains of four deceased hostages - and crucially, did so without any of the macabre theatrics that marred prior handovers - and Israel began releasing the 600-plus Palestinian prisoners it agreed to free in return. •This swap went smoothly, but the Gaza ceasefire remains fragile, and Israel and Hamas still haven't agreed on terms for the second phase that begins on Sunday. •Israel estimates that Hamas now holds about 25 living and 30 deceased hostages. Syria •Prominent Syrians who attended Pres. al Sharaa's two-day nation-building conference this week left underwhelmed. Several said the summit was poorly organized, left out key stakeholders (like the Syrian Democratic Forces), and failed to make meaningful progress towards planning Syria's future. Venezuela •Pres. Trump announced that he was cancelling Biden-era concessions that allowed Chevron to continue producing and exporting Venezuelan oil because Pres. Maduro failed to implement promised electoral and immigration reforms. •Chevron's license to continue production and export despite sanctions brought an estimated $4 billion into Maduro's state coffers and represented around a quarter of Venezuelan oil production while it was in force. Sahel •The Alliance of Sahel States - Burkina Faso, Mali, and Niger - unveiled a new flag for the triad their juntas formed in opposition to ECOWAS. •In keeping with their modus operandi of doing the opposite of whatever their former colonizer - France - would do, the flag they designed is an affront to modern vexillology that breaks all the important rules of flag design (no lettering, simple design a child could draw from memory, 2-3 basic colors that contrast well, etc.)
Open source reportOff Leash update 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 15 January Gaza •SecState Blinken reported that an Israel-Hamas ceasefire deal is "closer than it’s ever been before" and only awaiting Hamas's final approval. •Negotiators say Hamas seems ready to accept the terms on the table, and Israel has reportedly agreed too - though not publicly. Ukraine •A long-range Russian missile and drone attack targeted a Ukrainian oil depot and several other infrastructure sites around Lviv, forcing Ukraine to shut down its power grid in some surrounding areas. •Separately, unconfirmed reports suggest Australian citizen Oscar Jenkins - who was fighting for Ukraine when Russian troops captured him last year - has died in Russian captivity. Australia expressed "grave concerns" for his safety and threatened the "strongest possible action" if Russian forces killed him. South Korea •South Korean police detained Pres. Yoon Suk Yeol after a lengthy stand-off at his fortified residence. •Yoon is technically still the sitting president, although he was impeached and suspended last month over his brief attempt to impose martial law. •The Constitutional Court will first decide whether to uphold his impeachment, and - if it does uphold - whether to permanently remove him from office. China •Sunday is the deadline for TikTok's Chinese parent company to sell the video-sharing app or face a ban - unless the U.S. Supreme Court strikes the ban down before then. •The NYT reports that many of the app's 170 million U.S. users are reluctantly switching to alternative apps in anticipation of a ban. Ironically, one of the top alternative apps for "TikTok refugees" - as they're calling themselves - is also Chinese owned: Xiaohongshu (RedNote). Cuba •The U.S. will remove Cuba from its list of state sponsors of terrorism, in exchange for the Cuban government's agreement to free protesters jailed during its 2021 crackdown. •The designation has been a ping pong ball between U.S. Democratic and Republican administrations: Cuba was removed under Obama, added in the final days of Trump's first term, now removed again under Biden, and may be added again in Trump's second term. Oil Prices •Last week's fresh U.S. sanctions on Russian oil - and, in particular, the tankers carrying it - have caused supertanker shipping rates to surge. Current VLCC rates from the Middle East to China are up 39% since Friday. •The sharp rise in shipping rates suggests traders have - at least temporarily - stopped doing business with the sanctioned vessels, driving up competition and rates for non-sanctioned alternatives. •But grey and black markets always find workarounds, and the current sanctions only cover an estimated 35% of the ~670 tankers thought to be involved in shipping sanctioned (Russian, Venezuelan, or Iranian) oil anyway. Venezuela •Venezuela's opposition president-elect, Edmundo González Urrutia, landed in Guatemala yesterday - apparently after a six-day stop in the Dominican Republic. •González had planned to return from exile in Spain to Venezuela in time for inauguration day last Friday, but Pres. Maduro's security services blocked his return, and Maduro was uneventfully (and illegitimately) sworn in instead. •González met with Guatemala's Pres. Arévalo, and will probably pay visits to other regional leaders to rally support for his opposition, but it faces a tough uphill battle amidst Maduro's relentless crackdown. Mozambique •Daniel Chapo of the ruling Frelimo party was sworn in as Mozambique's new president today. His inauguration was as unexciting as Pres. Maduro's in Venezuela - and, Mozambique's opposition argues, as illegitimate.
Open source reportOff Leash update 8 January Sudan •The U.S. Treasury formally accused the Rapid Support Forces (RSF) of perpetrating genocide in Sudan and slapped additional sanctions on RSF leader Gen. Mohamed Hamdan Dagalo (aka Hemedti) and seven Emirati companies that have helped him export gold and import weapons. •This is the second time the U.S. has called out genocide in Sudan: the first was 20 years ago when it sanctioned the Janjaweed - a precursor to the RSF back when the RSF was aligned with the military and before it started fighting against it - of genocide in Darfur. •The genocide accusation and attached sanctions won't have much of an immediate effect on the raging war since Hemedti is already well armed. In fact, the move could turn out to be counterproductive if it repels Hemedti from negotiations. •Meanwhile, the military is gaining ground against the RSF in Omdurman, which is across the Nile from Khartoum. Ukraine and Russia •Ukrainian drones targeted Kursk's Engel oil depot, which supplies many of the long-range bombers Russia is using to strike Ukrainian energy infrastructure. Russia claimed its air defenses intercepted the attack, mitigating its damage. •Despite Ukraine's new offensive in Kursk, Russia continues to gain ground inside Ukraine. Earlier this week, Russian forces captured the strategic eastern Ukrainian town of Kurakhove after months of fighting. •Some analysts think Ukraine's Kursk offensive is intended to draw Russian resources away from the front lines in Ukraine and slow Russia's advance there. Venezuela •Pres. Maduro announced the arrest of seven foreign "mercenaries" who he says were planning "terrorist acts" to disrupt his (illegitimate) inauguration on Friday. •Maduro said the group included two Colombian "hitmen," three "mercenaries" from Ukraine, and two U.S. citizens who were "very high level" (though he didn't say at what). •Maduro expressed confidence that the seven will confess "in the next few hours." Afghanistan •The WSJ reported that the Biden Administration is in talks with the Taliban to free three U.S. citizens from Afghan jail in exchange for the release of Muhammad Rahim al Afghani - a senior Al Qaeda leader with direct links to Osama bin Laden - from Guantanamo Bay. •The specific terms aren't agreed yet: for example, the Taliban says it is only holding two of the three Americans the U.S. requested (all of whom were jailed in the past two years under Taliban rule), and it wants the U.S. to release two more Afghan prisoners (who are not at Guantanamo) as well. •Biden's critics are already calling it a bad deal. It is... Gaza •Incoming Pres. Trump will send an envoy to Doha for last-ditch negotiations to try to secure a Gaza ceasefire and hostage release deal before Trump's inauguration on Jan. 20. Trump warned that "all hell will break out" if the talks fail to produce a deal before his inauguration. Other News •The UK's new electronic travel authorization (ETA) system goes into effect today. •Travelers to the UK from many non-European countries - including the U.S., Canada, Australia, and Mexico - will now have to apply for an ETA online (https://t.co/S6qsn94JfX or via iOS or Google Play apps) and pay a £10 ($12.51) fee with each application. •Processing takes up to three days, and authorizations are good for multiple entries over a two year period or until the authorized passport expires, whichever is shorter. •After April 2, travelers to the UK from European countries will need to apply for an ETA too.
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 18 Dec Russia •Ukraine claimed responsibility for yesterday's assassination of Russian general Igor Kirillov in Moscow, justifying the hit as retribution for orchestrating the "massive use of banned chemical weapons" against Ukraine as chief of Russia's nuclear, biological, and chemical weapons protection forces. •The U.S. was no fan of Kirillov, who frequently promoted unproven propaganda campaigns against the West. Nonetheless, U.S. officials reportedly tried to dissuade Ukraine from targeting the general on Russian soil out of concern that such a high-profile assassination could provoke Pres. Putin to lash out in revenge. Syria •Israeli Prime Minister Netanyahu paid an unannounced visit to Mount Hermon in Syria and declared that Israeli forces would remain there on a temporary but indefinite basis, "until another arrangement is found that guarantees Israel’s security." •Syria's new leadership saw Netanyahu's declaration as an affront to the sovereignty they hope to establish in Syria. •As part of that quest for legitimacy, Hayat Tahrir al Sham (HTS) chief - and self-proclaimed "president" of Syria - Ahmed al Shara announced the dissolution of all independent armed groups in the country and the integration of all fighters under a unified Defense Ministry. That seems ambitious, given that these factions have little in common except a former mutual enemy - ex-Pres. Assad - who's now out of the picture. •Some rebel factions are busy waging their own wars. In the northeast, the U.S.-backed Syrian Democratic Forces (SDF) and Turkish-backed Syrian National Army (SNA) agreed to extend their temporary ceasefire "to the end of the week." After that, the Institute for the Study of War expects the SNA - perhaps alongside Turkish troops - to try to capture Kobani and other SDF-held territory. Gaza •Hamas said it is involved in "serious and positive talks" about a ceasefire in Gaza, and U.S. CIA Director Burns is in Qatar for meetings to try to finalize a truce and hostage release deal. Optimism is higher than usual, but hopes for a deal have been dashed before. Iran •A new Reuters report estimated that the Islamic Revolutionary Guards Corps (IRGC) now controls up to half Iran's oil exports - a marked rise from the 20% of oil exports it controlled three years ago. •One reason for bringing a greater share of oil exports under the IRGC is that it gives the IRGC direct control of the estimated $25 billion per year in revenues its share generates. That represents a huge part - nearly half - of the government's $53 billion annual budget, and presumably the vast majority of the funds the IRGC spends supporting its proxies and allies abroad. •It's also easier for the IRGC than it is for private oil traders to flout Western sanctions: the IRGC is already a U.S.-designated terrorist organization, so the threat of more sanctions certainly won't encourage cooperation with a geopolitical rival. Venezuela •Venezuela's opposition president-elect, Edmundo Gonzalez Urrutia, accepted the European Union's Sakharov Prize for human rights at the European Parliament yesterday. •In a speech after accepting the prize, Gonzalez vowed to go "back to Venezuela by land, air or sea" in time to be inaugurated as Venezuela's rightful president on Jan. 10. [Pres. Maduro - who all independent evidence suggests lost the July election to Gonzalez - is also planning to be inaugurated on Jan. 10.] •Meanwhile, even friendly Canada has slapped sanctions on some senior Venezuelan officials who helped Maduro steal the election. New sanctions target the head of the supreme court, two judges, a prosecutor, and a member of the electoral body. Mozambique •After battering Mayotte - where authorities are still assessing the extent of the damage - Cyclone Chido hit Mozambique, killing at least 34 and destroying over 23,000 homes. 1/2
Open source reportOff Leash update 11 Dec Gaza •Ceasefire talks between Israel and Hamas are said to be gaining steam under pressure from Pres.-elect Trump to close a deal soon. [Last week, Trump threatened that there would be "ALL HELL TO PAY in the Middle East" if hostages weren't released before his inauguration on Jan. 20]. •However, there are no indications that either side has relented on the sticking point that stalled prior talks: Hamas doesn't want to release the rest of its hostages until Israel completely withdraws from Gaza, and Israel's Prime Minister Netanyahu has vowed to stay and fight in Gaza until Hamas is evicted from the strip. •Qatar's Prime Minister Al Thani - who is a central mediator between Israel and Hamas - said most of the mechanics of a deal have been worked out, but noted that prospects for an agreement will boil down to whether either side is willing to make concessions to end the war. Syria •Much of deposed Pres. Assad's cabinet stayed on when Assad and his family fled to Moscow, and rebel leader Abu Mohammed al-Golani (who has now rebranded himself "Pres. Ahmed al Shara" on Telegram) met Prime Minister Mohammad Ghazi Jalali yesterday to begin transition planning. They jointly appointed Mohammed al-Bashir to form a new transition government. •Al-Golani and Jalili are trying to project an air of normalcy and ensure continuity of government operations, but a UN official said Syria's public sector had come to a "complete and abrupt halt." Many offices remain closed, but overall Syria seems mostly orderly: the only looting taking place is some vengeful trophy hunting from Assad's palaces. •Meanwhile, Israel continued to strike military targets across Syria, but maintains that its ground operations are limited to a demilitarized buffer zone east of the occupied Golan Heights - and intended to prevent advanced weaponry from falling into rebel hands. However, several skeptical Syrian sources say Israeli ground troops have pushed about six miles (10 km) past the buffer zone to the town of Qatana. China •Taiwan reported that China is deploying a massive naval fleet to participate in war games around Taiwan in response to Taiwanese President Lai Ching-te first official trip abroad - which China viewed as a provocation since Lai visited U.S. territory (Hawaii and Guam) and met remotely with U.S. officials. China hasn't yet confirmed plans for military drills. Guyana •Guyana submitted a "final" written brief in its 125-year-old territorial dispute with Venezuela to the International Court of Justice (ICJ), which claims jurisdiction over the case. •The case is likely to drag on for years to come: Venezuela has until Aug. 8 to submit its reply to Guyana's latest brief, and the ICJ will set a date after that for oral arguments to begin. Venezuela •The UN's High Commissioner for Human Rights said his agency has been "able to resume partly our activities" in Venezuela after a hiatus of nearly ten months. The watchdog seems to be investigating the July election Pres. Maduro stole: last week it ordered Maduro's government to refrain from destroying vote tally sheets and other election evidence.
Open source reportOff Leash update 4 Dec China •China responded to a new U.S. ban on exporting certain chip technology to China by announcing its own new ban on exports of select rare minerals - including gallium, germanium, antimony, and superhard minerals (e.g., tungsten) - to the U.S. •This is a significant escalation in the U.S.-China tech rivalry, but it wasn't a complete surprise: China has been slowly introducing a legal framework for such a ban over the past year-ish, and recently experimented with export restrictions on some of affected minerals. •It also won't have a drastic effect on U.S. supply chains: U.S. manufacturers already buy more semi-finished goods than raw materials and have begun to develop alternate sources of the few raw materials still imported from China. South Korea •South Korea's deeply unpopular President Yoon Suk Yeol tried to ram through political gridlock by imposing martial law and banning "all political activities" late last night. •The public and legislature weren't having it, though: amidst widespread peaceful demonstrations against Yoon's decree, the National Assembly voted unanimously - 190 to 0 - to rescind it. Opposition lawmakers are now seeking Yoon's impeachment for treason. Ukraine •NATO Secretary General Mark Rutte urged members of the alliance to boost their military support for Ukraine so Ukraine can "get to a position of strength when...peace talks start." NATO's members are suffering donor fatigue, and many have slowed their support for Ukraine. •Separately, a new Yale University report concluded that Pres. Putin and other senior Russian officials "intentionally and directly" allowed the forced deportation, fostering, and eventual adoption of Ukrainian children from occupied parts of Ukraine - acts that would constitute war crimes. •These aren't new allegations; rather, they buttress the International Criminal Court's (ICC's) case against Putin and his commissioner for children, Maria Lvova-Belova, on related charges. [Russia isn't a member of the ICC and maintains that the adoptions are noble, patriotic gestures to help abandoned Ukrainian children - not war crimes.] Syria •Ukrainian intelligence reported that Russia plans to send Africa Corps (ex-Wagner Group) mercenaries to Syria to bolster Pres. Assad's counteroffensive against Operation Deterrence of Aggression. This has not yet been confirmed or corroborated. Afghanistan •Afghanistan's Taliban government announced a new ban on women studying medicine and midwifery - two of the few remaining fields that were still open to female students. •One of the reasons the medical education loophole remained open to women when they were banned from most other education was that the Taliban also prohibits female patients in some provinces from being treated by male doctors. •Under the new ban, women who are already doctors will probably be allowed to continue practicing, but their ranks will dwindle without a pipeline of new female students to replace those who retire. Venezuela •Eyeing Pres. Trump's threat to slap tariffs on Mexico and Canada if they don't help reduce the flow of illegal immigrants and drug precursors to the U.S., Pres. Maduro proposed a different version of a similar bargain: he said that if the U.S. lifts its sanctions on Venezuela, then "in less than a year, not a single immigrant will go to the U.S." •Maduro has repeatedly tried to blame Venezuela's economic woes - and now migrant flight resulting from those woes - on sanctions, but the truth is that Venezuelan GDP declined in every year from 2013, when Maduro took office, through 2019, when sanctions went into effect. [As with Maduro's election tallies, his official economic statistics tell a different story that lacks numerical support and begs belief.]
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 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 7 Nov Mozambique •Fearing spillover effects from post-election violence in Mozambique, South Africa closed its main border crossing with its eastern neighbor at Lebombo. •Mozambique's independent presidential candidate Venâncio Mondlane - who came in second to the long-ruling Frelimo party's candidate, Daniel Chapo - has called for mass protests today (and then revolution) over allegations that Frelimo rigged the vote. •Frelimo's defense minister has warned that the army and police standing by to quell protests. They've used violence against protesters in recent weeks, killing at least 18, and seem prepared to quash new demonstrations with the same level of force. Iran •Iran's currency fell to an all-time low of 703,000 rials per U.S. dollar yesterday on fears that Pres.-elect Trump will institute tougher sanctions once he takes office. •By comparison, the rial traded at 32,000 per dollar in 2015 when Iran's nuclear deal was signed and 584,000 this July 30 when Pres. Pezeshkian was sworn in. •Though currency markets suggest otherwise, some Iranians interviewed in the NYT expressed hope for negotiations during Trump's presidency and optimism that Trump will help end the attritive wars Iran's proxies are fighting against Israel. Libya •After resolving (for now) its civil dispute over oil sector leadership, Libya is making bold moves to reinvigorate the sector. •First, it pushed three existing exploration permit-holders - OMV, Eni / BP, and Repsol - to resume operations last month. •Now, Bloomberg reports that Oil Minister Khalifa Abdul Sadiq plans to open a new round of bidding for onshore and offshore exploration blocks in late 2024 or early 2025. It will be Libya's first new tenders since 2007. Venezuela •Pres. Maduro congratulated Pres.-elect Trump on his election victory (which was legitimate, unlike Maduro's recent win) and expressed hope for a "new beginning that we trust will be a win-win" for both countries. •However, Maduro's optimism seems misplaced. During his first term, Trump tightened sanctions on Venezuela so much that Maduro's government cut off diplomatic relations with the U.S., and Maduro himself conceded yesterday that "In his first administration, President Donald Trump did not go well for us." (Editor's note: Winter is coming for the Maduro Cartel) Germany •Germany's Chancellor Scholz sacked his finance minister, Christian Lindner, effectively ending Scholz's Social Democrat party's coalition with Lindner's Free Democrats. •Their three-way coalition with the Green Party was always a fragile marriage of convenience with no unifying core objectives, so its dissolution was bound to happen at some point. What triggered it now was last week's leak of a position paper the pro-business Linder wrote criticizing his left-leaning coalition partners' progressive fiscal policies. Australia •Australia's government proposed a ban on the use of social media platforms like Instagram, TikTok, Facebook, and X by children under 16; citing the "harm to our kids" caused by unrealistic body image ideals and messages of misogyny. •Australia's ban could go into effect next year, and it's the strictest social media ban proposed to date: it adopts the highest age limit of any global bill so far, and makes no exemptions for parental consent or pre-existing accounts.
Open source reportOff Leash update 28 Oct •The Big Five tech companies - Alphabet, Amazon, Apple, Meta, and Microsoft - all report quarterly earnings this week, starting tomorrow. •Hindus celebrate Diwali - the festival of lights - Thursday and Friday. •Moldova votes in a runoff election on Sunday. Pro-Western Pres. Sandu will probably win reelection, despite alleged Russian interference against her. •Daylight savings time begins for the U.S. on Sunday, while Europe changed its clocks back yesterday. Commodity Prices •Aluminum: $2,678/ton •Antimony (ingot min. 99.65% fob China): $25,100/ton •Cobalt: $24,300/ton •Copper: $9,603/ton •Gold: $2,730/toz •Lead: $2,046/ton •Natural Gas (Nymex): $2.43/MMbtu •WTI Crude Oil (Nymex): $67.47/barrel •Zinc: $3,102/ton Iran •Israel finally carried out its long-telegraphed retaliatory assault against Iran with "precise and targeted strikes" on mostly-symbolic targets, including air defense systems near energy sites (but not the energy sites themselves). Venezuela •Brazil effectively vetoed Venezuela's admission to the BRICS group of emerging economies by leaving Venezuela off of the list of new members it approved. •Pres. Lula's chief of staff explained that Brazil's veto "has nothing to do with democracy, but with a breach of trust...they promised us something and it was not done." •Despite Brazil's explanation, Maduro fumed about the snub as "inexplicable and immoral" and "an action that constitutes an aggression against Venezuela and a hostile gesture." •The veto was all the more embarrassing for Maduro because he'd traveled all the way to Kazan, Russia for the BRICS summit hoping to be welcomed as a future member - and Pres. Lula wasn't even there to reject him in person: Lula stayed home after a health scare and blocked Venezuela's accession in absentia. •However, as a consolation prize, Maduro got a meeting with Pres. Putin on the sidelines. Maduro said they discussed energy and defense cooperation and proposed a "new international financial system" to circumvent sanctions. •Separately, the U.S. Dept. of Justice charged Raul Gorrin Belisario - a Maduro crony who owns the pro-government Globovision news network - with laundering $1.2 billion in "corruptly obtained" oil revenues. Belisario's whereabouts are unknown. Gaza •While a full Gaza ceasefire deal remains elusive, Egypt proposed a baby step towards one. The Egyptian proposal calls for a two-day ceasefire in Gaza in exchange for the release of four Israeli hostages (and some Palestinian prisoners). Neither Israel nor Hamas has responded yet. Libya •Libya's NOC has been cajoling foreign oil firms to fulfill their contractual obligations to drill on their oil licenses, and several license-holders are starting to comply - perhaps reluctantly, given weak oil prices. •Italy's Eni and the UK's BP just began onshore drilling in the Ghadames Basin of Libya after a 10-year hiatus, while Spain's Repsol is preparing to resume drilling in the Murzuq Basin and Austria's OMV aims to restart operations in the Sirte Basin soon. China •The NYT reported that Chinese hackers tried to access cell phones belonging to Donald Trump, J.D. Vance, and possibly Kamala Harris. It's not clear whether they were successful. •Georgia's ruling Russia-appeasing Georgian Dream party won parliamentary elections. The pro-Western opposition rejected the official results, calling them "tantamount to legitimizing Russia’s takeover of Georgia." •Bolivia's ex-Pres. Evo Morales claimed he survived an assassination attempt yesterday and accused his bitter rival, incumbent Pres. Luis Arce, for orchestrating the attack. Meanwhile, Arce's Deputy Security Minister said police are investigating whether Morales had staged "a possible self-attack" to win voters' sympathy. Morales and Arce are locked in a vicious battle over their Movement Toward Socialism party's leadership, and their feud will likely worsen ahead of elections next year.
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 25 Sept Middle East •As the dust settled on Israel's strikes in southern and eastern Lebanon, the Lebanese health ministry counted at least 558 dead and 1,645 injured - including 50 women, 94 children, and some first responders. Israel said it was only targeting Hezbollah and accused Hezbollah of using civilians as human shields. •Israel then followed up with an airstrike on southern Beirut that killed a Hezbollah commander involved in the group's rocket attacks. •Then Hezbollah lobbed a ballistic missile at Tel Aviv that Iron Dome intercepted. •Some Israeli hawks want to take advantage of a weakened Hezbollah in disarray and invade southern Lebanon now, while cooler heads - like defense minister Gallant - prefer to give Hezbollah a chance to back down and avoid escalation. •The WSJ warned that a ground invasion "could turn into a quagmire, much like the war in Gaza." Despite Israeli airstrikes, Hezbollah still has a dangerous arsenal of rockets, drones, and antitank missiles; and it continues to smuggle more in. It has also had ample time to fortify a tunnel network of the sort that has bogged Israeli ground troops down in Gaza. •Thousands of people fled the southern and eastern Lebanon in anticipation of further escalation. Ukraine •Ukraine's Pres. Zelensky told the UN Security Council "Russia must be forced into peace" and said he had formed a new "victory plan" that he planned to present to Pres. Biden imminently. •Zelensky also claimed to have evidence showing that Russia is planning to attack Ukraine's three nuclear plants. Venezuela •An Argentine federal court responded to Venezuela's arrest warrant for Argentina's Pres. Milei by ordering the arrest of Pres. Maduro and his top henchman, Diosdado Cabello, for committing crimes against humanity against dissidents. China •China carried out a successful test of an intercontinental ballistic missile, and - unusually - announced it publicly. •The wording of the defense ministry's announcement was nothing special - it said the missile "fell into expected sea areas" and was merely part of a "routine arrangement in our annual training plan" - but the fact that there was an announcement at all suggests an emboldened missile program (it usually conducts tests quietly deep inside its territory and doesn't comment on their outcomes). •Separately, China announced new stimulus measures and interest rate cuts to boost consumer spending and property investment. The central bank had aimed for 5% GDP growth this year, but that now looks ambitious. Afghanistan •Speaking at an event on the sidelines of the UN General Assembly, actress Meryl Streep poetically pointed out: "Today in Kabul a female cat has more freedom than a woman. A cat may go sit on her front stoop and feel the sun on her face, she may chase a squirrel in the park... A squirrel has more rights than a girl in Afghanistan today because the public parks have been closed to women and girls by the Taliban. A bird may sing in Kabul, but a girl may not in public." •A Taliban spokesman responded that his fellow officials in fact "highly respected" women and would "never compare them to cats." Libya •A delegation of assistant and deputy U.S. officials visited Libya to show support for Government of National Unity Prime Minister Abdul Hamid Dbeibah and his eastern rival, Khalifa Haftar, as the two sides try agree on a resolution to their dispute over the central bank's leadership (and management of oil revenues). •Telegram founder Pavel Durov - who faces French criminal charges for complicity in illegal activity by users of the platform - changed his stance and agreed to cooperate with authorities. •He announced in a new Telegram post that the platform has updated its terms and privacy policy to explicitly disclose that "the IP addresses and phone numbers of those who violate our rules can be disclosed to relevant authorities in response to valid legal requests"
Open source reportOff Leash update 19 Sept Middle East •A day after Israel's trojan horse attack remotely detonated thousands of Hezbollah members' pagers across Lebanon, a follow-on attack remotely detonated hundreds of Hezbollah walkie-talkies. The second round of blasts killed at least 20 and injured over 450 (fewer devices exploded but they were larger devices - and thus larger explosions). •The NYT published a great article describing how Israel pulled off the operation: https://t.co/G8tTPgOKLT. •Israeli defense minister Yoav Gallant issued a video statement that didn't specifically mention the Lebanon blasts (which Israel hasn't officially acknowledged - and won't acknowledge), but said the military's focus is "moving north" - i.e., towards Hezbollah. •Israel did, however, acknowledge overnight airstrikes on Hezbollah targets in southern Lebanon, including a weapons depot near Khaim. •Separately, the UN General Assembly (UNGA) overwhelmingly passed a non-binding resolution calling on Israel to end its occupation of Palestinian territories within 12 months. There are no penalties if Israel ignores the order, but the opprobrium adds to Israel's isolation at UNGA. •The Economist said the UNGA vote also "undermines America's weakening clout" at the UN: the U.S. could only rally 12 other countries to join it and Israel in voting against the resolution. Ukraine and Russia •Geolocated footage showed that Russian troops captured the Donetsk town of Ukrainsk. •While Russia continues to make slow progress in Donetsk, Ukraine is trying to stall the Russian advance at its source by striking military bases and weapons depots before they can deploy to the front lines: a new Ukrainian drone attack in Toropets ignited an arms warehouse with a blast so big that Russian state media said the town of Toropets had to be evacuated. •Vox assessed that Ukraine's targeted strikes inside Russia "are likely meant to send a signal to allies that despite the war grinding on, Ukraine isn’t beaten, and that its allies aren’t backing a lost cause." Venezuela •Venezuela's president-elect - who's now in exile in Spain - said Pres. Maduro's Vice President, Delcy Rodriguez, forced him to sign a letter recognizing Maduro's fraudulent victory after "very tense hours of coercion, blackmail and pressure" before he fled the country. •VP Rodriguez's brother Jorge - who teamed up with his sister to force Gonzalez to sign the letter when they visited him at the Spanish Embassy - presented the letter during a televised press conference yesterday. •Jorge Rodriguez then tried to blackmail Gonzalez into recanting his claim that he was blackmailed into signing the letter by threatening to release an audio recording that Rodriguez says will disprove Gonzalez. •Meanwhile, Maduro's Attorney General, Tarek Saab, instructed prosecutors to issue arrest warrants for Argentina's President Javier Milei, the head of Milei's office (who happens to also be his sister), and Argentina's Security Minister. •Venezuela argues that Argentina illegally seized a Venezuelan Emtrasur Cargo Boeing 747-300FM plane in Aug. 2022 - at the request of the U.S. •Argentine-Venezuelan relations are sour - the plane seizure was just a symptom of their enmity - so Milei is highly unlikely to visit Venezuela and expose himself for arrest. •India's far north, majority-Muslim region of Jammu-Kashmir voted in regional elections for the first time in a decade yesterday. Despite a fresh wave of disruptive militant attacks, local leaders are hopeful that the vote will help the region regain some of the political autonomy it lost when the ruling Bharatiya Janata Party stripped it of its statehood in 2019. •The U.S. Federal Reserve cut its main benchmark interest rate by half a percentage point to 4.75-5.00%. That's a bigger cut than the quarter point the market was expecting, which suggests Fed governors are confident that inflation is under control.
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 4 Sept Venezuela •In a bid to distract Venezuelans while he tries to steal the presidency, Pres. Maduro announced that Christmas in Venezuela will take place almost three months early this year, on October 1. •Maduro has pre-poned Christmas twice before - in 2021 and 2023 - both to boost the economy by injecting bonuses for public employees and holiday handouts for supporters. This year's early holiday will bring the added benefit of rewarding loyal supporters for turning a blind eye to his election theft. •Cynical Venezuelans complain that holding Christmas early won't make it any merrier: either way, they can't afford gifts or holiday feasts because of runaway inflation under Maduro's bad economic policies. •The Venezuelan Episcopal Conference also wasn't joyous about the date change: it issued a statement reiterating that "Christmas commences on December 25" and chiding that Jesus's birthday "is not to be used for political or propaganda goals." Ukraine •Russia targeted a Ukrainian military academy and nearby hospital in Poltava, killing at least 51 people - including many cadets. •Poltava is around 100 miles (160 km) from the Russian border, and the supersonic missiles flew so fast that air raid sirens sounded only minutes before the attack, giving cadets and residents insufficient time to reach shelter. Many of those killed were on their way to a shelter when they were struck down. •More Russian missiles struck the city of Lviv on the Polish border overnight, killing at least seven. •Separately, Foreign Minister Kuleba resigned as part of Pres. Zelensky's reshuffle to "strengthen some areas in the government" ahead of "an extremely important autumn." Rumors suggest Kuleba will be replaced by Andriy Sybiha, a career diplomat who's currently the deputy head of Zelensky's office. Gaza •The U.S. Justice Department unsealed indictments charging Hamas leader Yahya Sinwar and five other senior Hamas members for a wide range of crimes against American citizens, including - but also predating - the Oct. 7 attacks. •The charges are mostly symbolic - and three of those indicted are already dead anyway - but the indictments would allow the U.S. to put Sinwar and the other two on trial if they survive the war and are apprehended. China •China retaliated against Canada's new tariffs on cheap Chinese electric vehicle (EV) exports by launching a dumping inquiry into Canadian rapeseed (canola), which is a far more important export market for Canada than EVs. Over half of Canada's exported canola goes to China, earning Canada C$5 billion ($3.7 billion) in sales. Ottawa called the probe "deeply concerning." •Separately, New York accused an ex-gubernatorial aide of acting as a foreign agent for China by accepting Chinese money for political favors like denying Taiwanese officials meetings with the governor and other officials. Iraq •U.S. and Iraqi commandos carried out an unusual joint raid on Islamic State militants hiding out in Anbar, killing at least 15 jihadists - including some senior leaders. At least six U.S. soldiers suffered injuries. Libya •Libya's rival legislatures agreed to appoint a mutually agreeable candidate to lead the central bank within 30 days, raising hope for an end to the bank's leadership crisis. •Oil markets are optimistic that they'll resolve their dispute and Libya will start pumping oil again: oil prices fell 4% on weak demand and the prospect of Libyan oil reentering an already-oversupplied market. Other News •Romania, Hungary, Georgia, and Azerbaijan kicked off an ambitious project to lay a power line under the Black Sea to bring energy from Azerbaijan's Caspian wind farms to the EU. •The project was approved in 2022 and became urgent quickly after Russia invaded Ukraine, forcing the EU to seek alternate energy supplies.
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 28 Aug Venezuela •Venezuela's opposition called for a fourth round of mass demonstrations at 11 am Caracas time today to demand recognition of its victory in the election that happened exactly one month ago. •Pres. Maduro refuses to give up his claim that he won the vote - and also refuses to provide proof. Meanwhile, the opposition has offered online tallies confirming its candidate, Edmundo Gonzalez, won more than twice as many votes as Maduro (a figure aligned with exit polls). •Opposition leader Maria Corina Machado attended the first three major rallies of the past month, and will likely participate today too - despite the threat of being arrested and locked up alongside thousands of Venezuelans that Maduro's goons have detained for infractions as minor as questioning election results on social media. •Separately, Maduro introduced "profound" changes to his cabinet last night. He shuffled about half of his ministers, but in a way that won't meaningfully affect policy: he rewarded diehard loyalists like VP Delcy Rodriguez and PSUV party leader Diosdado Cabello with expanded roles, and rotated some other allies between key positions. Iran •Iran's Supreme Leader, Ayatollah Ali Khamenei, revived long-shot hopes for new nuclear talks with the U.S. by telling his civilian government - now led by reformist president Masoud Pezeshkian - that there's "no harm" in engaging the "enemy." •Analysts interpreted Khamenei's cautious remarks as hesitant approval for Pezeshkian to proceed with early talks - but under strict red lines drawn out of distrust for "the Great Satan" (as Khamenei and his predecessor dub the U.S. - the UK and Israel are both "Little Satans"). Israel and Gaza •Israeli security forces conducted a significant drone and ground "counter-terrorism operation" in the West Bank, killing at least nine. It was one of the biggest West Bank operations in recent years. •There are conflicting reports about the circumstances of Israel's hostage rescue this week. A military spokesman said "precise intelligence" led commandos to Farhan al Qadi's location in a deep underground tunnel, but anonymous Israeli officials told the media that soldiers unexpectedly stumbled upon al Qadi - weak and unguarded - in the midst of a separate tunnel operation. Ukraine •Pres. Zelensky said he was open to discussing an armistice - first with Pres. Biden and VP Harris, and then with Russia. •Zelensky indicated that Ukraine's recent incursion into Kursk was part of a possible peace plan he's angling for: Ukrainian forces captured both troops and territory that can be traded back to Russia - for a price. Yemen •The Sounion tanker Yemen's Houthis set ablaze last week may be leaking some of the 1 million barrels of oil it was carrying. The Houthis have continued to intimidate and target salvage operations, prohibiting rescuers from examining the situation. China •Earlier today, leaders of Pacific Island nations approved an Australia-backed plan to establish four regional police training centers and a multinational force to respond to regional crises. •China opposed the plan and advocated against it: Beijing wants island nations to rely on it - and not Australia or its Western allies - for security. DRC •In July, Gecamines - a DRC mining parastatal - objected to the proposed sale of Chemaf's copper-cobalt mines to China's Norin Mining on the grounds that the transaction would be a "flagrant violation of the clauses of the farm-out contract between Gecamines and Chemaf" - i.e., it would recalibrate the royalties Gecamines gets from the Etoile and Mutoshi projects for doing nothing. •DRC's ministers are now standing behind Gecamines: Mines Minister Kizito Pakabomba also said the deal breached Chemaf's agreements with Gecamines, and on Friday the full council of ministers recommended blocking the sale.
Open source reportOff Leash update 26 Aug Coming Up This Week •The U.S. Open tennis tournament starts today in New York, and the Paralympics begin Wednesday in Paris. •Thursday is the 75th anniversary of the first Soviet atomic bomb test - and also the international day against nuclear weapons testing. Three countries - India, Pakistan, and North Korea - have not signed the 1996 Comprehensive Test Ban Treaty prohibiting testing, and five - China, Egypt, Iran, Israel, and the U.S. - have signed but not ratified it. •Sunday is the 85th anniversary of the start of World War II. •Azerbaijan and Germany both hold parliamentary elections on Sunday. Commodity Prices •Aluminum: $2,542/ton •Antimony (ingot min. 99.65% fob China): $24,500/ton •Cobalt: $24,300/ton •Copper: $9,289/ton •Gold: $2,512/toz •Lead: $2,117/ton •Natural Gas (Nymex): $2.02/MMbtu •WTI Crude Oil (Nymex): $74.83/barrel •Zinc: $2,912/ton Israel and Gaza •Hamas sent a delegation to peace talks in Cairo, but they left early after rejecting Israel's demand for an ongoing Israeli presence in the Philadelphi Corridor. •Meanwhile in the north, Israel and Hezbollah exchanged much heavier gunfire than usual, briefly raising concerns about a broader regional war. Then both sides abruptly pulled back after proving what seemed like symbolic points. •Hezbollah called its strikes a "complete success" and Israel also seemed satisfied that its "pre-emptive" strikes succeeded in weakening Hezbollah's barrage. Venezuela •The EU issued a gently-worded condemnation of Pres. Maduro's election theft, calling on Venezuela's National Electoral Council (CNE) to release official voting records (or actas), and pointing out that - given currently publicly-available actas - "Edmundo González Urrutia would appear to be the winner of the presidential election by a significant majority." •Maduro and the CNE have ignored much more strongly-worded critiques than that, so the EU's diplomatic comments are unlikely to change their thinking. Sudan •Sudan's junta leader, Gen. Abdel Fatah Al Burhan, vowed to "fight for 100 years." •His side didn't show up to peace talks in Geneva, which ended on Friday without a deal. However, army representatives participated by phone, and the two sides were able to make some minor progress on improving aid flows. Russia •The U.S. slapped sanctions on 63 Russian, 42 Chinese, and 18 third-country firms for supporting Russia's war in Ukraine. Some of the targeted firms helped send U.S. military and dual-use technology to Russia, while others helped supply Russia with parts to make other military kit and weapons, including Shahed-136 drones. •Four prisoners claiming allegiance to Islamic State laid seige to a prison in Volgograd (southern Russia), killing four prison guards and taking 12 people - eight guards and four fellow inmates - hostage before snipers "liquidated" the hostage-takers. Ukraine •Ukraine traded 115 of the Russian prisoners it took in Kursk for 115 Ukrainian prisoners of war. •It was the first prisoner swap since Ukraine began its Kursk incursion. A Washington Post analysis concluded that Ukraine has captured at least another 132 Russian prisoners in Kursk that it could trade in a future swap; most seem to be new conscripts with little fighting experience. •Russia launched a massive wave of drone attacks on Kyiv and northwestern Ukraine this morning, targeting infrastructure. Air defenses are active, but imperfect: the Russian strikes damaged at least one building in Lutsk and caused widespread power and water outages in several areas. •Separately, a Russian Iskander-M missile struck a hotel in Donetsk housing journalists, killing one British safety advisor for Reuters and injuring six others - including three more foreigners. 1/
Open source reportOff Leash Update 23 Aug Ukraine •According to Ukraine's commander-in-chief, Gen. Syrsky, Ukrainian troops have now advanced as far as 35 km into Kursk. •Russia has shifted some troops from Chasiv Yar to defend against the Kursk invasion, but the operation hasn't diverted Russian forces away from Ukrainian front lines as much as Ukraine hoped it would. •Russia still has the upper hand in Pokrovsk, for example, and Ukrainian troops there just withdrew to avoid being encircled. •Last week, German prosecutors issued an arrest warrant for a Ukrainian allegedly involved in the 2022 attacks sabotaging the Nord Stream pipelines. Now German anger at the possibility that Ukraine was behind the attacks is morphing into new scrutiny of German support for Ukraine. •Chancellor Scholz insisted that Germany remains "Ukraine's biggest national supporter in Europe," but his unpopular ruling coalition is facing popular and fiscal pressure to reduce its overall spending - as well as its spending on Ukraine. Venezuela •Venezuela's Supreme Tribunal of Justice - which Pres. Maduro stacked with supporters - unsurprisingly ruled in his favor and certified his fraudulent election victory. •The court said its ruling was based on "national and international experts" and was "supported by the tally reports issued by each of the vote machines" - though the vast majority of "international experts" are certainly not on Maduro's side (save a few Chinese techs that are helping Maduro steal the vote), and neither Maduro nor the court has released any tally reports to support their claims. •The opposition, meanwhile, has released online tallies showing that its candidate, Edmundo Gonzalez, won seven million votes to Maduro's three million. The court said the opposition's tallies were forged. Afghanistan •Afghan women lost their figurative voices when the Taliban took over in 2021; now they're losing their voices in a more literal way - and losing other rights, too. A new 114-page Taliban document now forbids women from talking loudly (even inside their own homes), singing or reading the Koran in public, or merely looking at men they don't know. •The new edict also forbids Afghan men from trimming their beards. •One Afghan former civil servant told The Telegraph: "The international community’s engagement with the Taliban has emboldened them to further suppress women," and that seems plausible. •In a further sign of international engagement with the Taliban, the UAE officially accepted a Taliban ambassador today. That makes the UAE the second country - after China - to legitimize the Taliban government by accepting its ambassador.
Open source reportOff Leash update 21 August Venezuela •Despite global weekend protests against Pres. Maduro's theft of last month's election, Maduro hasn't budged. The Carnegie Endowment wrote that Maduro "has dug in and is waiting for global attention to move elsewhere." •If he's allowed to stay, an analysis by Meganalisis suggests that over 40% of Venezuela's remaining population of seven million may flee the country by the end of this year. •That would put significant pressure on Venezuela's neighbors - especially Colombia and Brazil, who have suggested holding new elections instead of pushing Maduro to accept the results of the election he lost. Iran •A senior Iranian official said Iran may wait "a long time" to respond to Israel's assassination of Hamas political leader Ismail Haniyeh on Iranian soil last month. Analysts read between the lines to interpret that statement to mean Iran's response has been put on hold. Gaza •SecState Blinken left Egypt without a ceasefire deal, and Pres. Biden told the Democratic National Convention that Hamas is "now backing away" from a deal. •An headline in Israel's Haaretz claims Israel didn't actually accept the latest proposal either - "The U.S. Somehow Heard Netanyahu Say 'Yes' to a Gaza Deal. He Didn't" - suggesting the U.S.'s "best chance" bridging proposal never really had much of a chance. •Nonetheless, some mediators remain hopeful that talks will resume this week. •Meanwhile, the Israeli army recovered the bodies of six hostages in a long (>1 mile / >1.6 km) tunnel in Khan Younis. All but one had already been confirmed dead. Ukraine •Pres. Zelensky pleaded with the West to drop its "red lines" prohibiting certain Western weapons from being used inside Russia. •The Western prohibitions were mainly intended to ensure Ukraine doesn't use donated weapons offensively, since doing so could risk Russian retaliation against the west. However, as The Economist pointed out last week in an op-ed justifying Ukraine's Kursk invasion, Ukraine is "morally and legally" allowed to defend itself - "and that right does not stop at the border." •Few real prohibitions remain, anyway: most were dropped this spring after Zelensky's persistent lobbying. •Separately, Ukraine lobbed one of its largest drone volleys yet at Moscow overnight. Russia shot down at least 45 drones - including at least 11 over the Moscow region. There are no clear reports of injuries or significant damage from the drones yet. Russia •Pres. Putin visited the majority Muslim region of Chechnya for the first time in 13 years. During his unannounced visit, he inspected Chechan troops and volunteers preparing to deploy to Ukraine, telling the trainees: "As long as we have men like you, we are absolutely, absolutely invincible.: •Chechan warlord Ramzan Kadyrov claims that he's trained over 47,000 fighters to fight for Putin since the war began. North Korea •South Korea said a North Korean soldier defected early Tuesday, crossing the border on foot - an extremely risky move, given the heavy fortifications and tense trigger fingers along the border. •His was the second defection in two weeks. Analysts say the pattern could be a sign of rising economic hardship in the North - or an indication that South Korea's cross-border broadcasts are improving Northerners' access to information (and K-pop) and leading them to seek a better life in the South. Azerbaijan •Following a visit by Russia's Pres. Putin, Azerbaijan formally applied to join the BRIC bloc of fast-growing economies. •The BRICs began in 2009 with the four countries that formed its acronym - Brazil, Russia, India, China - but has since expanded to include five more countries that want to be in a bloc but don't make the cut for NATO: Egypt, South Africa, Ethiopia, UAE, and Iran.
Open source reportOff Leash update 13 Aug Russia •The acting governor of Kursk told Pres. Putin that invading Ukrainian forces now control 28 towns and villages in the Russian border region, and Russia's defense ministry acknowledged the Ukrainians have advanced about 30 km into Russian territory. •Ukraine's top commander claimed his forces now control "about 1,000 square kilometers" (390 square miles) of Russia. •The incursion seems to be getting to Putin. Speaking outside his residence, he complained: "The West is fighting us with the hands of the Ukrainians. The enemy will certainly get the response he deserves, and all our goals, without doubt, will be accomplished." •Putin ordered his military to join the border guard's effort to push Ukrainian forces back across the border, suggesting the border guard alone isn't capable of repelling the invaders. •The NYT assessed that the Ukrainian incursion has two goals: "to draw Russian forces from the front lines in eastern Ukraine and to seize territory that could serve as a bargaining chip in future peace negotiations." Venezuela •Pres. Maduro ordered his defense council to intensify a crackdown on the opposition with "greater speed, greater efficiency and an iron fist." •Maduro has also recently urged Venezuelans to report on their peers who express skepticism about his official (but fraudulent) election results using a state-run app designed for reporting power outages. He additionally ordered upgrades to two prisons to house more political inmates swept up in the crackdown. •Election winner Edmundo Gonzalez and opposition leader Maria Corina Machado remain in hiding, citing fears for their safety and the threat of arrest on outstanding orders - especially after Maduro called them out by name again yesterday ("Where is Mr Edmundo Gonzalez Urrutia? Why did he flee? why does he not show his face? Where is the greatest fascist, Mrs Machado, who ordered to kill, who ordered to assassinate?"). •The opposition is organizing global protests against Maduro's stolen election on Saturday, Aug. 17. Iran •The White House expects Iran to stage "a significant set of attacks" in the coming days or weeks in retaliation for the killings of top Hamas and Hezbollah leaders last month. •In response to the Iranian threat, the Pentagon took the unusual step of publicizing the destination of one of its nuclear-powered guided missile submarines: the USS Georgia is heading from the Mediterranean to the Middle East "in light of escalating regional tensions." •The USS Lincoln carrier strike group will also "accelerate" its planned journey from the Indo-Pacific to the Middle East. Gaza •Hamas acknowledged that its guards killed one male hostage and seriously injured two female hostages in two separate incidents. It didn't identify the victims or elaborate on the circumstances, and Israel hasn't been able to corroborate the scant info Hamas offered. •This was the first time Hamas acknowledged that its own militants have harmed hostages: in the past, it blamed Israeli strikes or ground operations for hostage casualties. China •Hong Kong's top court refused to overturn the conviction of former media mogul Jimmy Lai for unlawful assembly during pro-democracy demonstrations. Lai has already served his time on those charges, but remains in solitary confinement on more serious national security charges related to the demonstrations. DRC •Zambia and DRC have already agreed to reopen their shared border following a brief trade spat. The closure lasted only three days because they need each other: Zambia is DRC's second-largest source of imports and DRC is Zambia's fifth-largest.
Open source reportOff Leash Update 7 Aug Bangladesh •Student protesters in Bangladesh demanded that Pres. Shahabuddin ask Nobel peace prize winner Muhammad Yunus to lead the interim government after PM Hasina fled the country. •Yunus - who founded Grameen Bank, the world's first major microfinance lender, and was persecuted under Hasina's government - immediately agreed. •China finally bowed to U.S. pressure and enacted restrictions on three chemicals used to make fentanyl. •An estimated 100,000+ people (perhaps far more) Americans died from synthetic opioid overdoses in 2023, and China is one of the main sources of the chemicals used to make synthetic opioids. That's why the Biden administration has sought China's cooperation against fentanyl trafficking for almost three years. •These new chemical restrictions aren't a perfect solution, but they're a start. However, analysts believe China will point to this minor concession to demand larger U.S. concessions on issues it cares more about, like reducing tariffs or relaxing rules on exporting sensitive tech to China. •Separately, China used a Long March 6A carrier rocket to launch the first 18 of the "Thousand Sails" internet satellites that will eventually form a 15,000-satellite constellation to rival SpaceX's Starlink. Venezuela •Brazil, Colombia, and Mexico are urging Pres. Maduro and the opposition to respect Venezuelan law and lodge their appeals over the election Maduro stole through the appropriate channels (which include courts Maduro has stacked). •While that's not as forceful of a statement against the stolen election as other world powers have made, it's still significant that the three leftist-led countries have declined to recognize Maduro's re-election. It would be bolder of them to reject it - as the U.S. and EU have done. •The NYT reported that Maduro thought he had the election locked up, but was then surprised when supporters turned against him and voted for the opposition instead. •Maduro bizarrely blamed "international Zionism" for what he called a "coup d'etat" in the media's coverage of the election, which consistently shows him losing the vote. He still shows no inclination to admit his official stats are wrong. Gaza •Hamas appointed Yahya Sinwar - a bellicose senior figure thought to be the architect of the Oct. 7 attacks - to succeed Ismail Haniyeh as the group's political leader. •That collapses the chances of a near-term peace deal to near zero. •Roughly 300 Ukrainian (and pro-Ukrainian Russian) fighters in U.S.-made Stryker vehicles launched an incursion into Kursk, Russia yesterday morning, marking the largest Ukrainian attack on Russia since the war began. A Forbes staff op-ed called the operation "pointless" and "a shameful waste of precious military resources." •Russia says it repelled the incursion, but it reported three "civilian" deaths and at least 18 injuries. Ukraine says its fighters took out two T-62 tanks and a Kamov Ka-52 helicopter (with its crew), and took a few prisoners. Some reports say it's not over yet. •Separately, The Economist estimated that Russia's summer onslaught is forcing Ukraine to retreat by up to one kilometer per day. Sahel •Niger joined its fellow junta state, Mali, in cutting off diplomatic ties with Ukraine after Ukraine's alleged support for Tuareg rebels that embarrassed the Wagner mercenaries fighting alongside Malian soldiers in the north late last month. •Ukraine tacitly acknowledged supporting the Tuaregs, saying the rebels "received all the necessary information they needed" to locate and fight the Wagner-backed soldiers. •Russia didn't refer to the Tuaregs by name, but as "armed terrorist groups." That's misleading, because they're mostly ethnic Berber nomads and not Al Qaeda or Islamic State-aligned jihadists. But calling them "terrorists" helps Russia portray the Mali battle as part of the "Africa front" it accuses Ukraine of opening in their war.
Open source reportOff Leash update 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 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 6 June Gaza •Israel and Hamas are reportedly still far from agreement on the terms of the latest U.S. ceasefire proposal. Indirect talks continue in Qatar. •Meanwhile, Israel launched a new operation against Hamas in Bureij and Deir al Balah, central Gaza. Israeli forces are hunting Hamas militants "above and below ground," including at a site that Israel says was a Hamas compound hidden in a school. Gaza's health ministry claimed Israel's strike on the school killed 27 people seeking shelter there - not Hamas militants. •A NYT investigation found that Israel planned and funded an ongoing social media campaign to influence U.S. lawmakers to support the war in Gaza by planting pro-war posts by fake "American" users. •Israel's campaign was among the AI-based influence operations Meta and OpenAI recently said had targeted their platforms over the past six months [Russia, Iran, and China also ran similar campaigns.] Both companies said none of the foreign influence campaigns had a widespread impact. Russia •Pres. Putin lashed out at Western countries - especially Germany - for allowing Ukraine to use their donated weapons to strike targets inside Russia. •The U.S. and UK have also given Russia permission to use their weapons to strike Russia, although the U.S. only ok'ed strikes on Russian regions near Kharkiv. •He warned that Russia would reciprocate in kind: "If someone thinks it possible to send such weapons to a war zone to strike our territory and create problems for us, then why do we not have the right to send our weapons of the same class to those regions of the world where strikes can be made on sensitive facilities of the countries that do this against Russia?" •[I would note that Russia was the first to use foreign-supplied weapons in cross-border attacks: it uses North Korean missiles and Iranian drones in Ukraine.] •I highly doubt Russia would consider direct strikes on German, American, or British soil because of the risk of igniting WWIII. Rather, Putin will probably try to target Western assets or personnel in Ukraine. Iran •The UN's International Atomic Energy Agency (IAEA) voted 20-2 (with 12 abstentions) to approve a resolution rebuking Iran for refusing to give IAEA inspectors access to its nuclear sites. •The two no votes were cast by Russia - which buys Iranian drones to use in Ukraine - and China - which circumvents sanctions to buy cheap Iranian oil. •The IAEA censure resolution isn't enforceable, but the fact that 20 countries voted to approve it may add a tiny bit of political pressure on Iran to cooperate with inspectors. (Unlikely) Venezuela •Pres. Maduro uninvited European Union observers from monitoring his farcical July 28 presidential election on hyperbolic grounds that EU compliance with "genocidal sanctions" on Venezuela is "interventionist." •The EU hadn't accepted Maduro's invitation anyway. •Plus, observers don't need to fly to Venezuela to conclude that the election won't be fair: Maduro is already manipulating the vote by bullying the opposition and blocking its strongest candidates from running against him. Other News •A lone gunman wearing a vest labeled "Islamic State" in Arabic and "IS" in English opened fire near the U.S. Embassy in Beirut, Lebanon. He was quickly shot and arrested. Islamic State hasn't officially claimed the attack yet.
Open source reportOff Leash update 24 April Iran and Israel •Israeli officials told the NYT they contemplated a broader strike on Iran in return for Iran's (mostly harmlessly intercepted) attempted strikes inside Israel, but settled for a limited strike on Isfahan because of diplomatic pressure from allies to avoid further escalation. •Iran's Ayatollah Khamenei seemed happy to let Israel have the last word with the Isfahan strike: at a meeting of senior officials, Khamenei brushed off the damage it did: "Debates by the other party about how many missiles were fired, how many of them hit the target and how many didn’t, these are of secondary importance." •Meanwhile, Iran's proxy in Lebanon, Hezbollah, launched drone attacks into northern Israel yesterday as Jewish families began the Passover holiday. All drones were intercepted. •Hezbollah's attempted Passover attack was probably a reprisal for an Israeli strike in southern Lebanon that killed Hussein Ali Azkul - who Israel called "a significant terrorist operative" - on Monday. Ukraine •Pres. Biden promised Pres. Zelensky that the U.S. weapons funded in the Ukraine/Israel/Taiwan support bill the Senate approved late last night will arrive "quickly." Ukraine will be eager to get them: its military is already suffering setbacks due to delays in U.S. funding. China •The Senate's foreign aid package for Ukraine, Israel, and Taiwan also included a provision obligating ByteDance - the Chinese company that owns TikTok - to sell the app to a non-Chinese owner or shut it down in the U.S. •ByteDance's shareholders - which include the Chinese government - seem averse to divesting the app, so it will likely face a ban. Russia •Russian investigators detained former deputy defense minister Timur Ivanov on suspicion of taking bribes "on a particularly large scale" in connection with construction projects he managed in Mariupol, Ukraine. •Russia doesn't usually censure senior officials for corruption [perhaps because bribery is so endemic among senior ranks that no hands are clean enough to throw the first stone] and Ivanov is a close ally of powerful defense minister Sergey Shoigu, who should have been able to shield him from scrutiny. •The fact that Shoigu didn't step in led some to speculate that Ivanov's real offense was something much more grave than graft - like treason (though the Kremlin denied it). Venezuela •Venezuela's oil minister, Pedro Tellechea, told Reuters that his ministry is exploring cryptocurrencies as a way to receive payments for oil sales once U.S. sanctions sink back in. •One cryptocurrency that Venezuela won't be accepting is the Petro (PTR): Pres. Maduro's Patria Platform gave up on that idea earlier this year after a corruption scandal. North Korea •North Korea launched more short-range ballistic missiles into the sea on Monday, and analysts are guessing it could try to launch a satellite into orbit tomorrow on the anniversary of the founding of the Korean People's Army. Other News •After two years of heated debate, the UK's parliament finally passed a bill that allows asylum-seekers to be deported to Rwanda. Human rights activists are united with some fiscal conservatives against the program, which would cost an estimated £1.8 million ($2.2 million) per deportee for the first 300 people expelled. Flights would start in July, but will probably be delayed or blocked by legal challenges. •Voters in Ecuador approved a referendum that gives Pres. Noboa even more authority to fight drug gangs. Noboa has already taken a hard stance against the gangs - he deployed the military against them in January - and voters apparently support it: nine of its 11 proposals look likely to pass once all votes are counted.
Open source reportOff Leash Update 19 April Israel and Iran •Israel launched at least one missile - and perhaps some drones - into Iran, and Iran's air defenses were heard in Isfahan and Tabriz provinces. •Iran said its air defenses successfully downed some Israeli drones, but explosions heard near Isfahan suggested they may have missed others. •Isfahan is where one of Iran's main nuclear enrichment and missile facilities is located, but Israel had assured the U.S. before the strike that it wouldn't target nuclear facilities. Indeed, Iranian officials told the NYT the Isfahan strikes hit a military air base instead. •Israeli media say the intent was to have the last word without inflicting such a black eye that Iran's hardliners will demand re-re-retaliation. •Separately, the U.S. vetoed a UN Security Council resolution that would have brought a vote on Palestinian statehood to the full General Assembly, where it probably would've passed (around 140 countries of the 193 UN member states have already recognized Palestine to some degree). •U.S. Deputy Ambassador to the UN explained afterwards that the veto "does not reflect opposition to Palestinian statehood but instead is an acknowledgment that it will only come from direct negotiations between the parties." Russia •Germany arrested two men suspected of plotting with Russia to sabotage military facilities - including Grafenwoehr, where U.S. soldiers carry out M1 Abrams tank training with Ukrainian troops. •Separately - though perhaps linked to the same foreign intelligence handlers - Poland arrested one of its nationals for allegedly spying for Russia as part of an early plot to assassinate Ukraine's Pres. Zelensky. Polish police say the suspect "proactively established contact" with Russia. Venezuela •Though the U.S. allowed a six-month license permitting Venezuelan oil sales to expire yesterday, U.S. companies doing business in the Venezuelan oil sector will have 45 days to wind down their sales, and the exceptional license granted to Chevron (which is currently producing about 90,000 barrels per day in Venezuela) may even remain valid after that. •Pres. Maduro called the U.S. action (or rather, inaction on renewing license 44) a "grave error" and part of a "blackmail threat" [to blackmail him into holding free and fair elections?]. Other News •Kenya's military chief, Gen. Francis Ogolla, died along with nine other senior Kenyan military officials in an apparently accidental helicopter crash about 250 miles (400 km) northwest of Nairobi. Two survived, including the pilot. •Voting in the world's largest democracy - India - began today. PM Modi is sure to win reelection, but the strength of his win will be seen as a gauge of support for his policies - especially on the economy. The election runs through June 1.
Open source reportOff Leash Update 18 April Israel and Iran •According to NYT interviews after the fact, Israel didn't expect its April 1 strike on an Iranian embassy complex in Damascus to lead to the escalation that unfolded from it, and didn't even warn the U.S. about it until moments before it happened. •That now seems like a severe miscalculation: Israel failed to recognize that Iran's decision-making - like Israel's own - is influenced by hardliners who will reliably demand retribution at least as severe as the offense it avenges. •Israel's allies are urging it in the other direction: UK Foreign Secretary (and ex-PM) David Cameron and German Foreign Minister Annelena Baerbock both visited Israel to encourage a diplomatic response to Iran's weekend strikes instead of a military one. •PM Netanyahu seemed unmoved by the overtures: both Cameron and Baerbock assessed that Israel still intends to retaliate militarily, and after the meetings Netanyahu reasserted that Israel would prioritize its own interests and "do everything necessary to defend itself." •That said, the Israeli response may be limited. Israel's Arab neighbors say Israel has signalled it will restrict its retaliation to striking additional Iran-linked facilities in Syria, and pledged its response to Iran wouldn't endanger its allies' security. •Some Iran-linked bases in Syria have already evacuated personnel in anticipation of another strike there; others are operating only during the day (Israel usually strikes at night). Gaza •Qatar said it is undergoing a "complete re-evaluation of its role" mediating between Israel and Hamas after facing "exploitation and abuse" from unnamed "politicians who are trying to conduct election campaigns by slighting the State of Qatar." •PM Netanyahu is probably one of the anonymous detractors Qatar was complaining about: he has frequently criticized Qatar's mediation, refused to consider its negotiation recommendations, and threatened to ban its state news organization, Al Jazeera. Venezuela •Quiet talks between the U.S. and Venezuela over extending Venezuela's temporary sanctions relief broke down, and the U.S. allowed a six-month oil sales license to expire at midnight this morning. •The license had been granted in exchange for a commitment from Pres. Maduro to hold free and fair elections this year, but he broke that commitment by continuing to crack down on the opposition and scuppering their chances against him in July's election. Myanmar •Myanmar's junta moved deposed opposition leader Aung San Suu Kyi from prison to an undisclosed location in the capital. •They cited concerns about her safety in a heat wave roasting the prison, but the rest of Naypyidaw is just as hot and they're probably not hosting her in an air-conditioned suite. •It's more likely that the junta is getting worried about the alliance of rebel groups threatening their regime and wants to make sure they hold onto their highest-value prisoner. China •Pres. Biden plans to announce a tripling in tariffs for Chinese steel imports, which are currently set at 7.5%. •Chinese steel represents only 0.6% of U.S. demand, so higher tariffs shouldn't raise U.S. consumer prices much - the increase is more of a political gambit to win voters in steel towns like the one in Pennsylvania where Biden will make his announcement. •Separately, a congressional committee accused China of complicity in the U.S. opioid crisis for offering tax rebates to manufacturers that produce fentanyl ingredients - as long as their products are sold abroad.
Open source reportOff Leash update 17 April Middle East •Israel's war cabinet met for a second time yesterday, but adjourned without finalizing a plan to respond to Iran's drone and missile attack over the weekend - and postponed a third meeting that was set for today. The head of its army pledged Iran's attack would "be met with a response," though. •Israel has several options on the table, but all come with risks. The war cabinet is reportedly considering another strike in a third country (like the one in Damascus that started this tit-for-tat), a cyberstrike on Iranian infrastructure, and a strike on a symbolic target in Iran. The Economist pointed out Israel is unlikely to retaliate this week ahead of the Passover holiday next week. •The U.S. and EU are working on fresh sanctions on Iran's missile and drone programs, and both Western countries and Arab states are encouraging Israel to respond by "isolating Iran" (in Pres. Macron's words) instead of striking it back - though that idea is unpalatable in Israel, where hardliners are pushing for harsher revenge. •Separately, both Hezbollah and the Israeli army confirmed that an Israeli drone strike killed another Hezbollah commander in southern Lebanon, and Hezbollah drones targeted an Iron Dome battery in northern Israel, causing three minor injuries. China •New data showed that China's real GDP grew 1.6% in Q1 2024 vs. Q4 2023, and 5.3% year on year - thanks in part to a new focus on exporting goods to make up for weak domestic spending. That surge in cheap Chinese exports is putting pressure on local manufacturers in the countries receiving them, causing leaders like Germany's Chancellor Scholz to complain to Chinese officials about the flood of exports. •China's nominal GDP grew by less than its real GDP - 4.2% year on year - indicating that prices shrank 1.1%. China hasn't seen deflation since 1999, and economists say its emergence now is evidence of a lopsided economic recovery based on exports rather than internal growth. •A Chinese marathoner, He Jie, won Sunday's Beijing Half Marathon...but only after three African runners who were leading the race waved him through right before the finish line and then finished behind him in a three-way tie for second. Race organizers are investigating the peculiar camaraderie. Venezuela •Venezuela arrested two more senior energy officials as part of an investigation into billions of dollars that went missing in a crypto fraud at state oil company PDVSA. The arrest of these two vice ministers follows last week's arrest of former oil minister - and close Maduro ally - Tarek el Aissami. •Separately, Venezuela also arrested a well-known activist accused of plotting to assassinate Pres. Maduro. Caracas has been arresting activists and dissidents for political reasons ahead of July's election, so it's not clear whether there was actually an assassination attempt involved - this could have been another politically-motivated arrest. Other News •Dubai got two years' worth of rain - 6.3" or 16 cm - in 24 hours between Monday night and last night, leading to flooding and flight diversions. It's illegal to criticize the government in the UAE, so locals who told the AP of "absolute carnage" in the floods did so anonymously.
Open source reportOff Leash 11 April Gaza Israel's latest proposal asked Hamas to release elderly, ill, and female hostages - including five female soldiers - in return for a temporary ceasefire and release of Palestinian prisoners, but Hamas responded to tell negotiators it hasn't been able to locate 40 hostages fitting the bill. That admission raised concerns that more of the hostages than previously thought may have died. [Although that's not certain: Hamas officials also suggested it's just hard to locate dispersed hostages in the fog of war, and asked for a ceasefire to gather them from other militant groups and even families some are reported to be quartered with]. Meanwhile, an Israeli airstrike killed three sons of Hamas political leader Ismail Haniyeh. The elder Haniyeh lives in exile in Qatar, but Israel says all three of his sons were Hamas military operatives. Their father was defiant: "The enemy is delusional if it thinks that by killing my children, we will change our positions. We shall not give in, no matter the sacrifices." While Israel continues to carry out airstrikes in Gaza, it has mostly reduced its ground presence and continues to boost aid flows into the strip. Defense minister Gallant announced plans to "flood Gaza with aid" through a new land crossing in the north that will shorten the distance aid trucks travel between Ashdod port and Gaza. China Canadian PM Trudeau testified at a government hearing about foreign interference, saying China tried to interfere in Canada's last two elections - although not in a way that affected the results, and probably not favoring one party over another. Venezuela Colombia's Pres. Petro said he met with Venezuela's opposition in Caracas, but he actually only met with Socialist Party-approved "opposition" candidate Manuel Rosales, and he did so with Pres. Maduro's approval. [Some analysts think Rosales was allowed to join the ballot for July's election because his candidacy lends a veneer of legitimacy to the rigged poll without posing a real threat to Maduro's re-election.] Petro's team didn't reach out to the united opposition under Maria Corina Machado - and Maduro probably wouldn't have let Petro meet any real opposition figures. Petro is trying to stay in Maduro's good graces because he wants to sign a deal that would see Colombia's Ecopetrol produce Venezuelan oil and gas. Afghanistan Reclusive Taliban leader Hibatullah Akundzada gave a rare public address during Eid prayers yesterday and doubled down on his government's Byzantine policies: "If anyone has any issues with us, we are open to resolving them, but we will never compromise on our principles or Islam. At the same time, we expect that Islam will not be disrespected. I will not take even a step away from the Islamic law." [Islamic law, in his view, recently led to the repeal of a ban on publicly stoning women to death for adultery - although no stonings have been carried out since the ban was repealed last month.] Other News Pres. Biden hosted an elaborate dinner for Japanese PM Fumio Kishida that was attended by Apple's Tim Cook, Amazon's Jeff Bezos, and Chase's Jamie Dimon. During meetings earlier in the day, the U.S. and Japan agreed to join three-way military exercise with Australia to counter China's growing influence in the Pacific. South Korea's opposition won a surprise landslide in yesterday's parliamentary elections, humbling Pres. Yoon and his conservative party and complicating their plans to pass legislation for the three years left in Yoon's term. PM Han Dong-hoon offered to resign. A South African court ruled that former president Jacob Zuma will be allowed to run for parliament under the newly-formed MK party on May 29 - despite a criminal conviction for refusing to cooperate with a graft investigation.
Open source reportOff Leash 6 April Gaza and Israel Presidents Biden and Netanyahu spoke by phone yesterday, and Biden warned Netanyahu that continued U.S. support for Israel's war in Gaza "will be determined by" what steps Israel takes to avoid killing civilians and alleviate humanitarian suffering. Soon after their call - and probably encouraged by it - Israel agreed to open new direct aid routes and increase aid deliveries from Jordan. Biden also assured Netanyahu during their call that Israel has America's support in the face of Iran's threats to retaliate for Israeli strikes that killed three generals in Damascus last week. The Israeli public is worried about direct Iranian reprisals, but Israeli officials are reassuring them that there's no need to stock up on wartime supplies like generators, food, and cash: "people can relax." That's probably correct, because Iran's retaliation would likely be as calculated as Israel's strike was: Tehran has little interest in open war with Israel. Iran Jaish al-Adl - a Baloch separatist terrorist group alternately known as Jundullah - claimed responsibility for two separate attacks in the Sistan and Baluchestan Provinces of Iran. Militants reportedly tried to take hostages and capture Iranian military bases in both fights, and several suicide bombers detonated during the nearly 17-hour gun battle that killed at least 10 security personnel and 18 militants. Jundallah said its goal in the attacks was to stop Iran's government from further developing the Sunni-heavy part of the Persian Gulf coast known as Makan into a more Shia-dominated area like the rest of the country. Libya The Irish Times reported that an Irish company called Irish Training Solutions (ITS) is using former Irish soldiers to train Khalifa Haftar's Libyan National Army's (LNA's) 166 Infantry Brigade in the east of the country. The Times called ITS's arrangement with the LNA "an apparent breach of a UN arms embargo," but it's not clear that it is actually is: the UN rules are complicated, and ITS doesn't seem to be flagrantly breaking them by sending weapons - just uniforms, equipment, and assistance. Venezuela The U.S. denied Pres. Maduro's allegations that it runs - or has future plans to run - "secret military bases" in the Guyanese region Venezuela disputes and calls Essequibo. The claim Maduro made about secret U.S. bases on Wednesday was probably intended to rile up his supporters: that's the same day he signed off on results of the December referendum he organized to "officially" lay claim to Essequibo.
Open source reportOff Leash 4 April Ukraine Videos of the aftermath of Ukraine's drone strike deep inside Russia's Tatarstan showed that the weapon was possibly delivered by a converted $90,000 Aeroprakt A-22 single-propeller sport plane (or perhaps two of them) modified for the task. Analysts noted that the high-bank-for-buck converted drone is extremely scalable, so we could see Ukraine use more of them in the near future. Russia Russian defense minister Sergey Shoigu held an unusual call with his French counterpart, Sébastien Lecornu, yesterday. Shoigu reportedly warned Lecornu against deploying French troops to Ukraine [even though France is nowhere close to sending troops, and the idea was just a remote future possibility Pres. Macron raised last month without EU backing]. Shoigu also told Lecornu that Russia is ready to take part in peace talks, but its ongoing escalations on the battlefield suggest otherwise. Gaza Global media reported widespread condemnation of the Israeli strike that killed seven food aid workers from celebrity chef José Andrés's World Central Kitchen NGO. Andrés himself angrily accused Israel of targeting a marked humanitarian convoy "systematically, car by car." Pres. Biden said he was "outraged and heartbroken" by the strike, and U.S. SecDef Austin also criticized it with a warning that it raised concerns about Israel's ability to differentiate civilians and humanitarian personnel from militant targets if and when it embarks on a looming ground offensive in Rafah. Israel's military chief of staff offered as much of an apology as we'll probably ever hear from an Israeli official at his rank over the strike: "It was a mistake that followed a misidentification, at night during the war in a very complex condition. It shouldn’t have happened." China TSMC's semiconductor factories appear to have withstood the earthquake that hit Taiwan on Wednesday with no major damage, and are already nearly back to normal production rates. Since TSMC makes around 90% of the world's advanced chips, its resilience in an earthquake was good news for chipmaking, which has been operating near peak capacity since rebounding from COVID-induced supply chain problems. Venezuela Pres. Maduro accused the U.S. of building "secret military bases" in the large, oil-rich chunk of Guyana that Veneuzela disputes and calls Essequibo. Maduro may be using such provocative escalation to stir up fear and justify his plans to "defend" the disputed region as Venezuela's own. Other News The speaker of South Africa's parliament tendered her resignation amidst an investigation into allegations that she took bribes in exchange for awarding defense contracts while she was defense minister. Despite her resignation and the criminal charges that followed it, she denies wrongdoing.
Open source report