13 direct mentions across 13 briefings, with 3 linked developments.
3Linked events
13Source reports
2024-05-01First seen
2026-05-26Last seen
Evidence mix3 developments
Erik’s assessment1Developing1Unverified1
Direct mentions
13
Countries
Palestine, Sudan, United Arab Emirates
Categories
Active conflict, Energy and resources, Strategic competition
Latest linked intelligence
The UAE announced its departure from OPEC after years of objections that production quotas constrained its ability to respond to oil demand. The UAE produces about 12% of global oil.
Unverified development · updated through
Latest directly linked development
United Arab EmiratesUnverified
UAE will leave OPEC effective Friday
The UAE announced its departure from OPEC after years of objections that production quotas constrained its ability to respond to oil demand. The UAE produces about 12% of global oil.
Iran talks, missile-defense expenditures, an Ebola outbreak, and Taiwan diplomacy
A planned U.S. attack on Iran was delayed, details interceptor use defending Israel, describes an outbreak complicated by insecurity in eastern DRC; and a possible Trump–Lai call.
intermediary seeking additional time for Iran negotiations0 direct event links
UAE OPEC exit, Iraqi leadership move and coordinated attacks in Mali
Off Leash update 29 April
UAE
•The United Arab Emirates (UAE), which produces about 12% of global oil, announced that it will leave the Organization of Petroleum Exporting Countries (OPEC), effective Friday.
•The UAE has long complained that OPEC's quotas constrain its oil exports and has been threatening to quit the cartel for years so it can have more flexibility to meet market demand. [In the long run, that is. For now, Iran's blockade of the Strait of Hormuz is a far tighter curb on Emirati oil exports than OPEC production controls.]
•The UAE's departure from OPEC could also lead to more volatile oil prices in the long run, since less of the world's oil supply will be subject to OPEC oversight.
IRAQ
•After months of deadlock, Iraq's Pres. Nizar Amedi named businessman Ali al Zaidi as his prime minister (PM) designate and tasked al Zaidi with forming a government.
•Al Zaidi's appointment was perhaps partly intended to appease Pres. Trump, who vigorously opposed Amedi's first choice for PM - two-time PM Nouri al Maliki - over the latter's close ties to Iran and threatened to end U.S. support for Iraq if al Maliki was re-appointed.
•Al Zaidi has his own links with Iran: he owns Al-Janoob Islamic Bank, which is under U.S. sanctions over 2024 allegations of laundering money to Iran and its proxies.
•But that doesn't seem to bother Trump as much as the prospect of a continued power struggle or another al Maliki government in Iraq. Washington has signalled that it won't oppose al Zaidi's designation, despite sanctions against his bank.
MALI
•Gold miners operating in Mali seem unfazed by the coordinated attacks Jama'at Nusrat al-Islam wal-Muslimin (JNIM) and the Azawad Liberation Front (FLA) staged over the weekend.
•For one thing, miners bold enough to be operating in Mali right now are used to being targeted directly - as when JNIM attacked Flagship Gold's Morila Mine in January - but were largely spared by this assault, which targeted junta leaders. Record-high gold prices are giving them added incentive to stay put.
•The BBC suggested that the failure of Russian Africa Corps fighters to defend Kidal from the FLA has tarnished Russia's reputation as a reliable security partner in the Sahel.
•The broader assault also raised questions about Col. Assimi Goita's military leadership, which has failed to solve the security problems that prompted its coup to overthrow Mali's last civilian government in 2020.
•Assuming it survives, Mali's junta will likely continue to accept Russian help, but may now seek to deepen other security partnerships, including with Turkey, its fellow Alliance of Sahel States (Burkina Faso and Niger), and even the U.S., which sent its most senior Africa-focused diplomat to Bamako earlier this year.
•The juntas in Burkina Faso and Niger - which also rely on Russian security support - will be watching Mali closely. So will Africa Corps' other partners on the continent, which include Libya and the Central African Republic.
•[Russia's defense ministry unconvincingly claimed that Africa Corps troops valiantly defended Kidal, despite being vastly outnumbered and outgunned, and also prevented a coup against Goita's government. The Kremlin also alleged, without evidence, that the JNIM and FLA fighters that Africa Corps defeated had been trained by European instructors, including Ukrainians.]
Oil-producing state planning to leave OPEC1 direct event link
Iran diplomacy, Mali instability and regional security pressures
An Iran-U.S. proposal focused on Hormuz, continued Israel-Hezbollah exchanges, severe pressure on Mali’s junta, a planned Congolese mining guard and renewed Pakistan-Afghanistan tensions.
investment partner supporting the DRC mineral-security program0 direct event links
Off Leash Update: Ceasefire Efforts Compete With New Regional Flashpoints
Off Leash update 29 Dec
COMING UP THIS WEEK
•China is staging a sixth round of live-fire war games around Taiwan today and tomorrow in a potential response to the record $11.1 billion arms deal the U.S. announced with Taiwan earlier this month.
•Thursday is New Year's Day and many global markets are closed.
•Thursday also marks two big changes in Europe: Bulgaria will adopt the Euro as the 21st member of the eurozone currency union, and Cyprus will assume the rotating presidency of the Council of Europe from Denmark.
COMMODITY AND COIN MARKET PRICES
•Aluminum: $2,961/ton
•Antimony (trioxide min. 99.65% fob China): $30,950/ton
•Bitcoin: $87,882
•Cobalt: $52,790/ton
•Copper: $12,163/ton - near record highs on supply constraints, surging demand due to green energy transitions and trade policy uncertainty
•Ethereum: $2,970
•Gold: $4,468/toz - another record high on demand for safe haven assets
•Lead: $1,995/ton
•Natural Gas (Nymex): $4.38/MMbtu
•WTI Crude Oil (Nymex): $57.90/barrel
•Zinc: $3,091/ton
RUSSIA AND UKRAINE
•Yesterday, Pres. Trump spoke with Russia's Pres. Putin by phone and then met Ukraine's Pres. Zelensky in person to discuss ideas for ending the war between Russia and Ukraine.
•Trump expressed cautious optimism after his meetings, saying Russia and Ukraine are "maybe very close" to a ceasefire. Zelensky seemed to agree and estimated that the current peace proposal was "90 percent" complete.
•The Kremlin appeared less enthused. Putin's aides publicly disparaged several key provisions of the proposal - including the idea of European peacekeepers upholding the truce in Ukraine - after Putin discussed it with Trump.
THAILAND AND CAMBODIA
•Thailand and Cambodia signed a fresh 72-hour ceasefire agreement to end another brief bout of border clashes.
•The truce - which started at noon on Saturday - seems to be mostly holding up, but it does little to resolve the longstanding and complex territorial disputes underlying recent flare-ups.
•Nonetheless, neither side appears interested in broadening their war, and both are likely to embrace an uneasy detente for now.
GUINEA
•Guinea voted for president yesterday. Provisional results are due tomorrow, with final results to follow within two weeks.
•Coup leader Mamady Doumbouya is slated to win in the first round, despite initially insisting he had no plans to run and running on an uninspiring platform promising to "make Guinea an emerging country."
•Doumbouya's junta barred several popular rivals from running against him, which helped his vote count but weakened the legitimacy he hoped the election would confer on his rule.
•He'll now face the tall task of responsibly managing Guinea's resources - and especially its massive bauxite reserves. So far, Doumbouya has taken a pragmatic approach to resource development by accepting attractive and non-exclusive investments from diverse partners.
•However, his government has kept a close hold on its mining deal details, and has yet to show how it plans to manage its windfall proceeds.
SOMALILAND
•On Friday, Israel became the first country to recognize the long-sought independence of the breakaway territory of Somaliland, which has been governing itself mostly peacefully since 1991 but remains part of Somalia on maps and at the UN.
•Israel aims to revive momentum for the stalled Abraham Accords, a series of U.S.-brokered agreements it signed to normalize diplomatic relations with four Arab nations in 2020 that have since added only one new signatory: Kazakhstan in 2025.
•For its part, Somaliland is desperate for any recognition, and hopes that Israel's opening move will inspire more of the 20 nations that Pres. Abdirahman Mohamed Abdullahi says are on the cusp of recognition to take the leap.
•Israel's recognition drew widespread condemnation from multiple angles. Somalia's federal government in Mogadishu and its allies decried the move as a violation of sovereignty and territorial integrity.
•Other countries contending with their own self-determined separatist groups - like Morocco and Nigeria - were particularly quick to condemn it, lest it inspire new rebellions elsewhere.
•And Yemen's Houthi rebels warned that they would consider any Israeli presence in Somaliland - which lies across the Gulf of Aden from Houthi-controlled southern Yemen - to be "a military target for our armed forces." [In fairness, Israel may indeed be eyeing Somaliland as a base from which to target Houthi positions across the Gulf.]
YEMEN
•Following weeks of speculation, the Saudi Arabia-led coalition in Yemen formally warned Southern Transition Council (STC) separatists to withdraw from parts of Hadramaut province that they captured earlier this month or risk being "dealt with directly and immediately."
•The warning came a day after Saudi apparently "dealt with" STC affiliates by launching airstrikes on their positions in Hadramaut.
•Saudi officials declined to comment on the airstrikes and appear to be handling the issue gently to avoid stirring trouble with the United Arab Emirates (UAE), which is generally a staunch Saudi ally but also supports the STC in Yemen. Both Saudi and the UAE seem keen to resolve their differences politely and behind closed doors rather than through proxies in Yemen.
SYRIA
•Islamic State splinter group Ansar al-Sunna claimed that it collaborated with "jihadists from another group" to carry out a mosque bombing in Homs that killed at least eight people in an Alawite area of Homs on Friday.
•That sparked large protests in other predominantly Alawite parts of Syria, including Latakia, against the new government's failure to protect the Alawite minority from what they see as reprisal attacks for their loyalty to deposed dictator Bashar Al Assad (who is also an Alawite).
•Syria's central government condemned the mosque attack and called for calm.
Regional actor identified as supporting the STC0 direct event links
Conflict claims point to resilient Hamas, renewed M23 advances and a possible STC takeover in southern Yemen
Claims about Hamas’s remaining force, Rwandan support for M23 operations near Burundi, and sweeping territorial gains by Yemen’s UAE-backed separatists.
External backer of the Southern Transitional Council 0 direct event links
Off Leash Update: Political, Security and Resource Developments Across Six Regions
Turkey is helping the United States and United Arab Emirates negotiate safe passage for Hamas fighters trapped in tunnels within Israeli-controlled areas of Gaza. No outcome is provided.
participant in negotiations concerning Hamas fighters1 direct event link
Off Leash Update: Russia Sanctions, Venezuela Sortie and Regional Security Developments
Pressure on Russian oil exports, U.S. bomber activity near Venezuela, Sudan mediation, an American’s abduction in Niger and U.S. opposition to a West Bank annexation proposal.
Member of the Quad involved in Sudan mediation0 direct event links
Ukraine diplomacy advances as conflicts, resource strain and U.S. tariffs drive wider risks
Prospective Ukraine talks, M23 massacres in eastern DRC, Iranian water and power shortages, contested foreign involvement in Sudan, a fatal Ghanaian helicopter crash and expanded U.S. tariffs.
State accused by Sudan of supplying the RSF0 direct event links
Israel-Hezbollah Fighting Continues as Ceasefire Signals Conflict; Houthis Target U.S. Destroyers
Russian strikes on Kyiv, sanctions and foreign arms support in Sudan, Niger’s outreach to Russian mining companies, and Volkswagen’s expanded Rivian investment.
Ukraine battlefield claims, Venezuela election dispute, and new Taliban restrictions
Ukrainian operations in Russia’s Kursk region, pressure near Pokrovsk, political fallout from the Nord Stream investigation, Venezuela’s contested election certification, and tighter Taliban social controls alongside UAE diplomatic engagement.
State reported to have accepted a Taliban ambassador0 direct event links