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There’s an old adage that says, ‘When
you realize you’re spending most of your time pulling people out of the river,
maybe it’s time to take a walk upstream and see why they’re falling in’.
The GI Forum asks, are our
nation’s suicide prevention methods solely relegated to ‘reactive’ efforts?
Because it doesn’t appear much is working very well. So, what about ‘proactive’
measures in practice today?
Well, it appears our military has initiated
proactive programs to prepare members for trauma in deployment, and they are
typically referred to as ‘resiliency training’.
So, GI Forum set out to learn
more about these programs and their success. It appears that their proactive
approach is work in progress, at best. The following are our search questions,
and answers obtained.
1. Is
our military being proactive in teaching and training members about war trauma
before sending them in
In general,
yes—today’s U.S. military does provide pre-deployment education and resilience
training around combat stress and war trauma, but it is uneven, more focused on
resilience than on fully grappling with moral injury, and the evidence that it
truly “prevents” PTSD is mixed.
What the
military is doing now
·
All branches now have some form of pre-deployment briefings
or training modules that address combat stress, normal stress reactions, and
when to seek help.
·
The DoD and VA clinical practice guideline
explicitly recommends education and resilience training before deployments as
part of PTSD prevention and mental health maintenance.
·
Programs emphasize recognizing signs of stress,
basic coping strategies, buddy support, and how to access chaplains, mental
health, and medical assets downrange.
Examples of
specific programs
·
The Army’s Comprehensive Soldier Fitness (CSF)
program (now often called Ready and Resilient) is a force-wide resilience
initiative that includes psychological, social, family, and spiritual fitness,
with repeated assessments and resilience modules across a Soldier’s career, not
just right before deployment.
·
CSF uses a Global Assessment Tool and “Master
Resilience Trainer” NCOs who teach cognitive skills (reframing, emotion
regulation, problem solving) to units.
·
Marine Corps and other forces have piloted
stress inoculation programs (for example, PRESIT for Marines) that combine
breathing, biofeedback, and coping drills to reduce physiological arousal and
improve coping in response to deployment stressors.
·
The Walter Reed Army Institute of Research
helped develop BH-GEAR, a 6‑hour training to improve medics’ mental-health
knowledge and confidence before deployments.
How effective
this training is
·
Observational work suggests that service members
who perceive they had good pre-deployment training show
weaker links between heavy combat exposure and later PTSD symptoms or poorer
treatment response, implying pre-deployment preparedness may be somewhat
protective.
·
A review of pre-deployment resilience programs
across militaries found mixed results: some stress-management and
attention-bias modification trainings lowered PTSD symptoms or caseness, while
others did not show clear benefit by strict trial standards.
·
A National Academies review concluded that
prevention is a high priority and multiple programs are in place, but
high-quality randomized evidence that these efforts reliably prevent PTSD is
limited.
Where the
gaps remain
·
Most programs emphasize resilience
skills and stress management; they less often address moral injury,
betrayal, civilian casualties, or complicated grief in a deep, scenario-based
way.
·
Briefings can be didactic and “check-the-box,”
and their impact tends to be stronger when interactive and unit-led (for
example, BATTLEMIND-style formats) rather than one-way PowerPoints.
·
Evidence suggests that, even with training,
high-intensity or prolonged combat still carries substantial PTSD risk;
training can mitigate but not eliminate that risk.
If you’re
asking as a veteran, family member, or educator
·
For service members: asking about your unit’s
resilience or combat-stress-control resources, chaplain support, and whether
you can get additional pre-deployment counseling or skills coaching can
increase the “preparedness” piece that seems protective.
· For families/educators: you can reinforce realistic expectations (war will change you), normalize seeking help early, and discuss both resilience and moral complexity—filling in areas where formal programs may be thin.
2. What pre-deployment PTSD prevention
programs exist for the US military
Several named
pre-deployment programs and broader resilience initiatives in the U.S. military
are intended to reduce PTSD risk, though evidence for true “prevention” is
mixed.
Major
force-wide resilience programs
·
Comprehensive Soldier Fitness (CSF), now
embedded in Army “Ready and Resilient,” is a large resilience initiative using
cognitive‑behavioral–style skills, Master Resilience Trainers, and repeated
assessments to build psychological, social, and family fitness across a
Soldier’s career, including before deployments.
·
Air Force Resilience Training (ART) provides
required pre‑deployment and post‑deployment education plus master resiliency
components focused on stress management, coping skills, and help‑seeking.
·
Navy Operational Stress Control (OSC) and Marine
Corps Combat Operational Stress Control (COSC) train leaders and units to
recognize stress zones, encourage early help‑seeking, normalize stress
reactions, and integrate stress‑control practices into pre‑deployment workups.
Specific
pre-deployment PTSD‑prevention / stress‑inoculation efforts
·
Pre‑Deployment Stress Inoculation Training
(PRESIT) for Marines combines:
·
Education on combat/operational stress control
·
Coping skills (focused and relaxation breathing
with biofeedback)
·
Multimedia stressor exposure to practice skills
in a simulated high‑stress environment.
·
Pilot trials of PRESIT found no strong overall
reduction in PTSD diagnoses versus controls, but when baseline mental health
differences were controlled, the control group had about 6.9‑times higher PTSD
risk than the PRESIT group, suggesting possible protective effects in some
subgroups.
·
Other evaluated pre‑deployment interventions
(across U.S. and allied militaries) include:
·
CBT‑based resilience courses teaching cognitive
restructuring and coping plans
·
Mindfulness/relaxation training aimed at self‑awareness
and self‑regulation under stress
·
Biofeedback‑based programs to increase heart‑rate
variability and stress tolerance
·
Stress inoculation trainings using graded
exposure to duty‑relevant stressors.
Family‑focused
and system‑level programs
·
FOCUS (Families OverComing Under Stress) is a
family‑centered resilience program used with U.S. military families, including
pre‑deployment phases; it has been associated with reduced parental stress,
anxiety, and depression and improved family functioning and coping.
·
Broader “Warrior Optimization” or performance‑enhancement
programs (for example at Fort Carson) include pre‑deployment stress‑management
and self‑regulation skill training, with participants reporting higher
resilience and fewer PTSD symptoms post‑deployment than non‑participants.
What
systematic reviews say
·
Reviews of pre‑deployment resilience‑building
programs for military and first responders identify CBT‑based, mindfulness,
biofeedback, and stress‑inoculation interventions as the main categories, with
some showing improved resilience and occasional reductions in PTSD symptoms or
caseness.
·
However, high‑quality randomized evidence that
any specific pre‑deployment program reliably prevents PTSD
across the force is limited; current best practice emphasizes combining pre‑deployment
resilience training, leader education, and early post‑trauma interventions
rather than relying on any single course.
3. Is there any military training or
preparation for moral injury
There is growing
education and training around moral injury, but it is mostly aimed at
clinicians, chaplains, and leaders, with only limited, inconsistent direct
preparation for rank‑and‑file troops before deployment.
What exists
inside the military–VA system
·
VA and DoD now explicitly recognize moral
injury as distinct from PTSD and offer clinician trainings on how to
assess and treat it (for example, VA continuing‑education modules on addressing
PTSD and moral injury together). These focus on concepts like guilt, shame,
betrayal, and violation of deeply held values.
·
VA facilities have developed psychoeducational
group programs that introduce Veterans to moral injury, differentiate it from
PTSD, and prepare them for more intensive therapy (for example, the “Moral
Injury Psychoeducation Group Program” from South Texas VA).
·
Military chaplains and behavioral health staff
often get dedicated training or certificate‑style courses on moral injury,
emphasizing spiritual and ethical dimensions and how to create safe spaces for
disclosure and repair.
Programs and
training around the force
·
Some leadership and ethics centers in the
services (for example, at the service academies and war colleges) frame
understanding moral injury as a professional development
responsibility for leaders—teaching them to recognize it in themselves
and their people and to plan for potential moral stressors.
·
Workshops and online courses (often run in
partnership with military or VA personnel) give leaders tools to anticipate
morally challenging situations, talk about moral injury with their teams, and
build practices like after‑action moral reflection, not just tactical debriefs.
·
However, these offerings tend to be optional,
targeted, or post‑deployment; they are not yet universal, standardized, or
embedded into every pre‑deployment training pipeline the way basic combat
stress education is.
Civilian and
NGO programs serving service members
·
Nonprofits such as TRR’s Warrior Camp explicitly
frame their residential programs as “moral injury repair” for active‑duty
members and Veterans, integrating multiple therapeutic modalities (e.g., trauma‑focused
therapies, body‑based work, spiritual practices) to address guilt, shame, and
“wounding of the soul.”
·
Other organizations (for example, TRIBE’s moral‑injury
training) provide self‑paced virtual courses for active duty, Veterans, and
families, teaching what moral injury is, how it shows up, and tools to
understand potential moral responses before and after morally
injurious events.
Where pre‑deployment
preparation falls short
·
Many service members report that they were not explicitly
taught about moral injury before combat; instead they received general
resilience and combat‑stress briefs that focused on fear, hyperarousal, and
PTSD, not on moral transgression, betrayal, or tragic choices.
·
Even VA psychoeducation materials note that
“service members are not taught how to cope with moral injury,” and that being
told to push through and contain feelings often leaves guilt and shame to
surface later.
·
Current best practice is moving toward
integrating moral‑injury concepts into leader development, chaplaincy, and post‑deployment
care, but systematic, scenario‑based pre‑deployment moral‑injury training for
all troops is still emerging rather than fully built‑out.
4. How does moral injury training differ
from PTSD prevention training
Moral injury
training and PTSD prevention training differ fundamentally in focus, symptoms
targeted, methods used, and timing, reflecting that moral injury is a distinct
psychological wound from PTSD—not a
fear disorder but a crisis of conscience.
Core
conceptual differences
·
PTSD prevention targets fear,
threat, and survival responses: It assumes trauma comes from life‑threatening
events (combat, IEDs, ambushes) and aims to build physiological resilience,
normalize acute stress reactions, teach coping skills like breathing and
arousal control, and encourage early help‑seeking to prevent re‑experiencing,
avoidance, and hypervigilance.
·
Moral injury training targets guilt,
shame, betrayal, and moral transgression: It stems from acts (or failures
to act) that violate deeply held beliefs—killing civilians, disobeying
perceived moral orders, friendly fire, or witnessing atrocities—and focuses on
ethical dilemmas, self‑worth, spiritual distress, and rebuilding a sense of
goodness.
Symptoms and
presentations addressed
|
Aspect |
PTSD Prevention Training |
Moral Injury Training |
|
Primary emotions |
Fear, anxiety, anger, hyperarousal |
Guilt, shame, worthlessness, self‑loathing |
|
Key symptoms |
Flashbacks, nightmares, startle response, current threat perception |
Depression, anhedonia, isolation, suicidal ideation, risk‑taking |
|
Avoidance style |
Situational (triggers, crowds) |
Self (relationships, self‑care, disclosure) |
|
Co‑occurrence |
Can worsen PTSD if present |
Often overlaps but changes PTSD profile (more depressive symptoms) |
Training
methods and approaches
·
PTSD prevention uses stress
inoculation and resilience skills: Briefings, biofeedback, cognitive
reframing of fear (“this is normal”), buddy checks, and apps for arousal
management—often scalable, unit‑level, and pre‑deployment.
·
Moral injury training uses ethical
reflection and restorative practices: Scenario‑based moral‑dilemma
discussions, ethics training, leader modeling (“ethical stance”), spiritual
care, and post‑event moral debriefs to verbalize choices and repair self‑concept—not
quick skills but deeper processing.
Delivery and
timing in military contexts
|
Aspect |
PTSD Prevention Training |
Moral Injury Training |
|
Who gets it |
All troops (universal, pre‑deployment briefs) |
Mostly leaders, chaplains, clinicians (targeted, optional) |
|
When |
Pre‑deployment workups, mandatory |
Leader dev, post‑deployment groups, VA therapy |
|
Format |
Didactic + skills (e.g., PRESIT, CSF) |
Discussions, workshops, psychoeducation groups |
Why both are
needed (and limits)
·
PTSD training alone can miss moral injury,
leaving service members feeling “broken” beyond fear because it doesn’t address
“I did wrong” or “the system betrayed me,” which can amplify depression and
suicidality.
·
Emerging best practice calls for integrating
moral‑injury elements into leader training (ethical decision‑making) and after‑action
reviews, while PTSD skills remain foundational for acute stress.
This distinction
explains why some troops with heavy combat exposure have PTSD while others
struggle more with isolation and self‑hatred—moral injury changes the game.
5. Key
components of moral injury training for military personnel
Key components
of moral injury training for military personnel center on psychoeducation,
ethical reflection, and restorative practices to address guilt, shame, and
spiritual distress, often delivered via groups or leader workshops.
Core
conceptual and educational elements
·
Clear definition and psychoeducation:
Training begins by defining moral injury as a psychological wound from
perpetrating, witnessing, or failing to prevent acts that violate one's deeply
held moral beliefs—distinguishing it from PTSD (fear) and emphasizing symptoms
like persistent guilt, shame, loss of trust, and existential crisis.
·
Inclusive spirituality and meaning‑making:
Participants explore personal values, purpose, and spiritual distress without
prescribing beliefs; activities include guided reflection on life's meaning
post‑moral violation and rebuilding a sense of goodness.
Therapeutic
and skill‑building components
·
Cognitive restructuring and self‑compassion:
Identify and challenge distorted self‑blame (“I am unforgivable”) using CBT
techniques; foster self‑forgiveness, self‑compassion, and post‑traumatic growth
by acknowledging strengths and reframing choices in context.
·
Forgiveness exploration: Discuss self‑forgiveness
(not excusing actions but releasing self‑punishment), interpersonal forgiveness
(toward leaders or systems), and barriers like anger or denial—often via
writing exercises or forgiveness letters.
Group and
interpersonal processes
·
Process‑oriented group therapy: Co‑facilitated
by mental health providers and chaplains to build universality (“you’re not
alone”), catharsis (safe disclosure), interpersonal learning (empathy from
peers), and group cohesiveness—key for moral repair in shared combat
experiences.
·
Moral reflection and ethical decision‑making:
Scenario‑based discussions of real or simulated moral dilemmas (e.g., ROE
violations, civilian harm) to normalize complexity, practice ethical stance,
and plan moral after‑action reviews.
Holistic
resilience and self‑care practices
·
Self‑care and personal strength building:
Integrate mindfulness, recreation, resilience training, and body‑based
practices to manage shame physically and rebuild agency; emphasize post‑trauma
growth and psychological flexibility.
·
Relapse prevention and values alignment:
End with plans for ongoing moral maintenance, living by core values (e.g., via
Acceptance and Commitment Therapy adaptations), and accessing support like
chaplains or peer networks.
These components
are most effective when tailored (e.g., Impact of Killing module for those with
perpetration guilt) and integrated into leader/chaplain training for early
identification. For troops, delivery is often group‑based post‑deployment or in
optional workshops rather than universal pre‑deployment.
6. Is
there any data that addresses the incidence of recruits bringing previous
trauma into the military, and how it might manifest from their service
Yes, data shows
a notable incidence of U.S. military recruits entering service with
pre-existing trauma, which can amplify PTSD risk and manifest uniquely during
service.
Prevalence
among recruits
Around 15% of
new Navy recruits report measurable posttraumatic stress symptoms upon entry,
often from civilian traumas like abuse, violence, or accidents rather than
combat. Broader studies link childhood adversity (e.g., stress, violence) to
higher probable PTSD rates in personnel, with UK forces data showing such
histories in subgroups developing symptoms over time.
How prior
trauma manifests in service
·
Worsened symptom progression:
Pre-existing vulnerability makes troops more prone to PTSD after combat; e.g.,
UK TRIAD study found childhood stress predicts non-recovery from deployment
symptoms, with 5% worsening over 12 years versus 5% improving.
·
Heightened risk factors: Those with prior
trauma show elevated odds of PTSD from factors like multiple deployments,
handling dead bodies, or combat roles—e.g., 2-3x higher risk in Ethiopian
military data, likely similar in U.S.
·
Altered presentations: Manifests as
chronic alcohol misuse, aggression, poor unit cohesion, or "reverse
PTSD" (struggling with garrison life post-conflict), not just classic
hyperarousal; ex-serving personnel with histories fare worse long-term.
Screening and
implications
Military
accession screening catches some via medical history reviews, but subclinical
trauma often slips through, contributing to 4-17% probable PTSD rates in
high-risk groups (e.g., combat-deployed Army). This underscores needs for
enhanced resilience training tailored to prior adversity, as social support
appears protective against progression.
7. Is
military pre-deployment training in resilience for PTSD and moral injury successful
today, or not
No, military
pre-deployment resilience training for PTSD and moral injury shows only partial
and mixed success—positive participant feedback and some short-term
gains in skills like attention and stress regulation, but limited evidence of
reliably preventing PTSD symptoms or moral injury long-term.
Evidence on
PTSD resilience training
·
Programs like Army's Deployment Cycle Resilience
Training (DCRT) and Comprehensive Soldier Fitness earn high satisfaction
ratings (relevant, applicable beyond deployment) from soldiers and families,
with some studies showing reduced occupational stress and improved
attention/mood after brief mindfulness or cognitive training.
·
However, systematic reviews find inconsistent
PTSD reduction: some CBT/mindfulness pilots lower symptoms or caseness, but
high-quality RCTs often show no clear prevention across the force, especially
under heavy combat.
Evidence on
moral injury preparation
·
Moral injury components (ethical reflection,
self-compassion) are newer, mostly in leader/chaplain workshops, not universal
pre-deployment; no large-scale data proves they prevent post-deployment
guilt/shame, though group psychoeducation aids processing.
·
Gaps persist: training is often
"check-the-box" didactic, misses scenario depth for moral dilemmas,
and doesn't fully address prior trauma in recruits, leading to uneven uptake.
Overall
verdict and path forward
Participant
intent to apply skills is strong, and effects like better connectedness or
character strength emerge in targeted groups (e.g., cognitive training in
National Guard). Yet, without stronger RCTs tracking deployments and
integration of moral injury universally, success remains unsatisfactory
for true prevention—more mitigation than cure. Recent evaluations call for
interactive formats and family inclusion to boost relatability.
8. Are
there any potential breakthrough methods being considered or tested
Yes, several
promising breakthrough methods for military resilience training—targeting PTSD
and moral injury—are under testing or consideration as of early 2026, building
on mixed results from traditional programs.
High-fidelity
stress exposure and simulation
·
Point of Impact Training (POIT) and Stress
Exposure Training (SET) immerse troops in hyper-realistic scenarios
using pyrotechnics, blank munitions, and real-time performance metrics to train
arousal control, ethical decision-making, and survival instincts under
combat-like stress; Australian and U.S. forces are scaling this for better
executive function in chaos.
·
Virtual Reality (VR) expansions like
Army's STRIVE (Simulated Training for Resilience in Various Environments)
deliver mindfulness-based stress management via immersive sims, reducing travel
and enabling scalable pre-deployment exposure to moral dilemmas and trauma
triggers.
Biofeedback
and physiological regulation
·
HeartMath self-regulation tech uses
wearable biofeedback for heart-rate variability training to cut operational
stress symptoms, boost focus/decision-making, and build sustained resilience;
tailored 1-3 day modules are being adopted by U.S. units for quick,
culture-agnostic skill-building.
Advanced
cognitive and reflective methods
·
Systematic self-reflection models prompt
ongoing journaling and debriefs on stressors to foster adaptive resilience,
complementing skills training; Australian Defence pilots show gains in
processing moral injury via structured meaning-making.
·
Mindfulness + cognitive behavioral hybrids (e.g.,
Dr. Amishi Jha's protocols) improve working memory/mood under dual-task stress,
with 2026 SOF trials integrating them into SERE for prior-trauma recruits.
Early
evidence and next steps
These outperform
didactic briefs in short-term metrics (e.g., 13% PTSD drop in CSF2 units with
MRTs), but long-term RCTs are pending; DoD prioritizes hybrid VR/biofeedback
for 2026 rollouts to address gaps in moral injury and recruit vulnerabilities.
9. What
factors in a person entering the military could indicate that resilience
training of any type will not be successful
Certain
pre-existing factors in military recruits can signal a higher likelihood that
standard resilience training—whether for PTSD, moral injury, or general
stress—will fail to take hold or lead to attrition, based on patterns from
accession studies and training outcomes.
Psychological
and coping vulnerabilities
·
Low baseline resilience or poor coping styles:
Recruits scoring low on validated resilience scales (e.g., CD-RISC) or relying
on aggressive/avoidant coping (vs. adaptive problem-solving) often fail to
adapt to training stress, showing higher perceived distress and dropout rates;
this predicts non-response to skills-based interventions like CSF.
·
Pre-existing mental health issues:
Undisclosed or subclinical anxiety, depression, or prior trauma (e.g.,
childhood adversity) amplify dissonance between civilian identity and military
demands, leading to somatization, hostility, or self-selection out—resilience
briefs rarely overcome entrenched patterns.
Social and
identity mismatches
·
Weak social support networks: Lack of
family ties (e.g., no female siblings as a proxy for relational skills) or poor
unit cohesion predicts isolation and failure; training assumes group bonding
will compensate, but isolated recruits disengage from peer-led resilience
modules.
·
Identity dissonance: Recruits whose
socio-personal values clash with military culture (e.g., individualism vs.
hierarchical conformity) experience cognitive dissonance, rejecting resilience
narratives as "just talk" amid group punishment or overload.
Physical and
behavioral red flags
|
Factor |
Why It Predicts Training Failure |
Example Impact |
|
Poor physical fitness/injury history |
Limits participation in stress-inoculation; cascades to psychological
defeat |
2-3x higher attrition in low-fit cohorts |
|
Substance use
(e.g., ecstasy) |
Indicates impulsivity/escape coping; undermines biofeedback or
mindfulness |
Correlates with 2x odds of voluntary quit |
|
Prior service or
age extremes |
Either overconfidence (repeats failures) or maturity gaps |
11% of dropouts had prior service |
Key takeaway
for screening
No single factor
dooms resilience training, but combinations (e.g., low
resilience + poor fitness + avoidant coping) create >30% attrition risk in
basic phases, per infantry studies—suggesting tailored pre-accession screening
or remedial modules over universal programs. These recruits often need extended
onboarding, not standard briefs, to build foundational adaptability.
10.
How successful is the military in identifying these traits before allowing
enlistment
The U.S.
military's enlistment screening catches some obvious red flags but struggles
with subtler psychological vulnerabilities like low resilience or prior trauma,
resulting in limited overall success—high
attrition rates (15-30% in basic training) reveal many issues slip through.
What the
process screens for
·
Medical and physical: MEPS exams check
fitness, major disorders, and disqualifiers (e.g., ADHD meds, serious
injuries); detects ~20-30% of physical/medical risks but misses subclinical
issues.
·
Mental health basics: Brief history
review flags severe diagnoses (psychosis, bipolar), but relies on
self-report—undisclosed depression/anxiety or trauma evades detection in 10-15%
of cases per accession studies.
·
No standard resilience testing: Unlike
some allies, U.S. forces lack universal pre-enlistment resilience scales (e.g.,
CD-RISC); aptitude tests (ASVAB) predict job fit, not stress tolerance.
Key detection
gaps
|
Factor from Prior Query |
Screening Effectiveness |
Why It Fails |
|
Low resilience/coping |
Poor (self-report bias) |
Brief interviews don't probe adaptive styles deeply |
|
Prior trauma |
Moderate (10-20% caught) |
Relies on honesty; many normalize childhood adversity |
|
Poor fitness |
Good upfront, poor sustain |
Initial pass doesn't predict training injuries |
|
Social/identity
mismatch |
Negligible |
Not assessed; emerges in basic |
Outcomes and
evidence of shortcomings
·
Attrition proxy: 11-24%
voluntary/involuntary drops in first training phase correlate with missed psych
vulnerabilities, costing $50K+ per recruit; low-resilience cohorts 2-3x more
likely to quit.
·
Post-enlistment reveals: Studies show 15%
of recruits enter with subclinical PTSD symptoms undetected at MEPS, amplifying
deployment risks.[ from prior]
Recent pushes
(e.g., 2026 fitness resets) focus on sustainment, not accession psych
screening—suggesting DoD knows early ID is weak but prioritizes volume over
precision amid recruiting shortfalls. Tailored resilience assessments at
enlistment could help, but aren't standard yet.
Reference:
Perplexity.ai
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- REFERENCES -
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GRAY ZONE BRIEF 26 NOVEMBER 2025
ISW Key Takeaways:
• Iran’s Relationship to
Iranian-backed Militias: Unspecified Iranian officials told The Telegraph on
November 25 that the Houthis and some unspecified Iranian-backed Iraqi groups
have become less responsive to Tehran. The Iranian officials mischaracterized
Iran’s relationship with the Houthis and Iraqi militias by misrepresenting how
the Axis of Resistance functions. These Iranian officials probably cast the
Houthis as an “independent” actor to encourage Saudi-mediated negotiations with
the United States to move forward.
• ISIS-affiliates in Syria: Syrian
authorities dismantled an Islamic State in Iraq and al Sham (ISIS)-affiliated
cell in Latakia Province, indicating that ISIS-affiliated groups may seek to
conduct clandestine activities or attacks in coastal Syria. The Syrian Ministry
of Interior’s characterization of the cell in Latakia Province indicates that
the cell was part of Salafi-jihadi group Saraya Ansar al Sunnah rather than
ISIS.
***GZB Note: Saraya Ansar al-Sunnah:
Saraya Ansar al-Sunnah is a Sunni
Islamist militant organization operating in Syria and Lebanon, described as
anti-Shia, anti-Alawite, anti-Druze, and anti-Christian. Its stated goal is to
establish an Islamic State in Syria that excludes Alawites, Druze, Christians,
and Shia.
According to the Institute for the
Study of War, the group "appears to support IS and share its extremist
ideology." Though the group has denied that it cooperates with ISIS, it
has stated that cooperation with it "may happen in the future and will be
announced as it happens." Abu al-Fath al-Shami, head of Saraya Ansar
al-Sunnah's Sharia division, stated that the organization has not pledged
allegiance to ISIS's leader and is not affiliated with him, but added that
"whoever agrees with us in pure monotheism and sincere jihad has our
brotherhood."
This is a prime example of how once
hotly-disputed differences between Jihadist Groups regarding their particular
brands of Sharia, have now set aside differences to work together, thus forming
the greater “Army of the Mahdi,” which according to Islamic eschatology will
come out of Syria, specifically “The White Mosque” or the Umayyad Mosque in
Damascus.
• Weapons Smuggling in Iran: Islamic
Revolutionary Guards Corps Ground Forces interdicted a shipment of explosive
devices, weapons, and ammunition reportedly smuggled by Kurdistan Workers’
Party-linked fighters into northwestern Iran on November 25.
IRAN & THE HOUTHIS
Unspecified Iranian officials told The
Telegraph on November 25 that the Houthis and some unspecified Iranian-backed
Iraqi groups have become less responsive to Tehran. The Iranian officials
mischaracterized Iran’s relationship with the Houthis and Iraqi militias by
misrepresenting how the Axis of Resistance functions, however.
The Telegraph, citing unspecified
Iranian officials, reported on November 25 that Iran has lost control over the
Houthis and struggles to maintain cohesion among groups within its Axis of
Resistance. The officials claimed that the Houthis have rejected Iranian
directives and have “gone rogue for a while and are now really rebels.”
These officials‘ claims misrepresent
the fundamental nature of the Iran-Houthi relationship. The Houthis view
themselves as a coequal partner to Iran rather than as an Iranian proxy. Iran
and the Houthis share strategic alignment over key objectives, but the Houthis
have historically pursued objectives for their own benefit as well as Iran’s.
Both Iran and the Houthis aim to decrease US influence in the region to impose
their own vision of a regional order.
Iran has long viewed the Houthis as a
partner that can help implement this vision, even though the Houthis sometimes
have divergent aims. This relationship is consistent with Iran‘s relationship
with many other Axis of Resistance organizations. The Axis of Resistance ”makes
decisions and coordinates through [informal] channels, making the alliance
appear amorphous and opaque to external observers.” The informal and amorphous
nature of the alliance is by design, and it enables Iranian officials to disavow
its partners when politically convenient to do so.
AFGHANISTAN & PAKISTAN
**Taliban reports at least 10 killed
in Pakistani air strikes in Afghan province** -
Pakistan launched airstrikes on
Afghanistan’s Khost, Kunar, and Paktika provinces on Tuesday, killing at least
10 civilians, including nine children, in Khost, according to a Taliban
spokesman. The strikes followed a suicide bombing in Peshawar that killed three
Pakistani security officers, which Islamabad blamed on militants operating from
Afghan territory. Tensions between the two countries have worsened since the
Taliban’s 2021 return to power, with Pakistan accusing Kabul of sheltering
Tehreek-e-Taliban Pakistan (TTP) fighters. Afghanistan denies the claim and
accuses Pakistan of violating its sovereignty. The renewed violence threatens a
fragile ceasefire brokered last month.
SUDAN.
**Sudan’s RSF Announces Unilateral
Three-Month Humanitarian Ceasefire** - Sudan’s Rapid Support Forces (RSF)
announced a unilateral three-month humanitarian ceasefire on Monday, reportedly
in response to international pressure led by the United States, United Arab
Emirates, Egypt, and Saudi Arabia. RSF commander Mohamed Hamdan Dagalo said the
truce aims to facilitate aid delivery and protect civilians amid the country’s
worsening humanitarian crisis. The move came a day after army chief Abdel
Fattah al-Burhan rejected the Quad’s proposal, calling it biased. Both sides
have been accused of atrocities in a war that has killed tens of thousands and
displaced millions.
DISINFORMATION
**The Human Algorithm: Why
Disinformation Outruns Truth and What It Means for Our Future **- Human nature
is quickly becoming a national security concern. Jennifer Ewbank, Former Deputy
Director of the Central Intelligence Agency for Digital Innovation, argues that
disinformation spreads fastest not because of technology alone but because
human psychology—our attraction to novelty, emotion, and identity—makes
falsehoods travel farther than facts. Adversaries exploit these instincts, a
problem accelerated by AI. Ewbank advocates strengthening the “human algorithm”
through quick, relatable truth-telling, simple accuracy checks, and cultivating
“Mind Sovereignty.”
GZB INFOCUS: THE U.S. & LEBANON
The Lebanese army is facing increasing
pressure from both the U.S. and Israel to strengthen its efforts to disarm
Hezbollah. Its lack of progress on this front thwarted a planned visit by army
commander Gen. Rudolph Haykal to Washington last week. The unprecedented
cancellation came after Republican Sen. Lindsey Graham objected to a statement
issued by the army that described Israel as “the enemy,” after Israeli forces
fired on troops from the U.N. Interim Force in Lebanon.
The cancellation also aimed to send a
message to President Joseph Aoun, who personally selected the commander in
consultation with U.S. officials. The Lebanese army is indeed reluctant to
resort to tough measures to disarm Hezbollah. Aoun and Haykal must abide by the
dictates of the country’s political system, which emerged in 1989 after the end
of a bloody 14-year civil war, making the president’s prerogatives largely
symbolic. Parliamentary speaker Nabih Berri, an ally of Hezbollah, is the de
facto center of power in Lebanese politics, so rebuffing the president and the
army commander will not change anything. But the Lebanese political system’s
inability to make consequential decisions is not a failure of individuals; it
is a failure of institutions. This paper sheds light on the inherent
limitations of this system.
Mounting Pressure
The U.S. is the primary supporter of
the Lebanese army, which has 60,000 soldiers, only 9,000 of whom serve south of
the Litani River. Since 2006, U.S. military aid to Lebanon has totaled $3
billion, though much of the equipment it has provided is outdated. The U.S. has
also invested significantly in training for the army. Since reaching a
ceasefire between Hezbollah and Israel a year ago, Washington has had high
expectations that the army can disarm Hezbollah. It has also urged Lebanese
authorities to cut off Iranian funding for Hezbollah, as well as Hezbollah’s
own support for allies outside Lebanon. But slow progress in removing
Hezbollah’s presence in southern Lebanon has frustrated the U.S. government,
prompting it to increase pressure on the Lebanese government.
Over the past year, the Lebanese army
has reinforced its deployment in southern Lebanon and begun to dismantle
Hezbollah’s military infrastructure south of the Litani River, about 18 miles
(29 kilometers) from the border with Israel, in accordance with the
government-approved peace plan. The first phase of the plan called for ending
Hezbollah’s presence in the border area by the end of 2025. But even this
condition does not meet U.S. and Israeli demands to completely disarm Hezbollah
throughout the country within the same period. The army believes those demands
are impossible to implement in this timeframe.
At the same time, Hezbollah has
refused to disarm north of the Litani River, citing U.N. Security Council
resolution 1701, which ended the July 2006 war and defined the demilitarized
zone south of the river. The U.S. and Israel insist that Hezbollah’s support of
Hamas after Hamas’ attack on Oct. 7, 2023, has created a new military reality
that the combatants must respect.
The ceasefire monitoring mechanism
demands that the Lebanese army search every village, town and house in southern
Lebanon for weapons. But the Israeli military says that the mechanism is not
working quickly enough and that, to fulfill its obligations, every house in the
entire country, not just the south, must be searched. The Lebanese army says it
does not have the technical capabilities or manpower to comb large areas,
including rugged valleys, searching for weapons. It’s stalling on disarming
Hezbollah to avoid provoking a military confrontation, given the consequences
such an effort could have for cohesion within the army itself and the country
as a whole, as evidenced by what has happened in Syria and Sudan.
Israeli Prime Minister Benjamin
Netanyahu is not enthusiastic about Aoun’s desire to open indirect negotiations
with Israel within the framework of the five-member committee that oversees the
ceasefire, which in addition to Lebanon and Israel includes the U.S., France
and UNIFIL. Israel believes that Lebanon is hiding behind the committee, hoping
the Israeli military will withdraw entirely from the positions it occupied last
year in exchange for vague promises to disarm Hezbollah at an unspecified date.
Army’s Limitations
The Lebanese army’s unwillingness to
disarm Hezbollah has led to intensifying Israeli attacks on Hezbollah positions
and personnel. But the government in Beirut fears the repercussions of
implementing the terms of the ceasefire, which require the state to assert a
monopoly on weapons in the country. Hezbollah’s unwillingness to comply does
not hinge on what its secretary-general, Naim Qassem, says. Instead, it depends
on what Iran decides, given that Tehran created the group and has helped it
develop into a key player in Lebanon’s military and political landscape since
1982.
It’s a mistake to assume that Iran
will allow Hezbollah’s disarmament without a comprehensive agreement with
Washington that leads to the lifting of Western sanctions.
The obsession with arms is why
Hezbollah stubbornly maneuvers to maintain at least some of its armed presence
to preserve its political influence. The group says it will not discuss
complete disarmament until Israel ceases its attacks and withdraws from the
occupied territories, including Shebaa Farms and Kfar Shuba Hill – which Israel
will not do. Hezbollah has also continued its efforts to rebuild its military
capabilities. Its extensive arsenal was the cornerstone of its propaganda claim
that it was Lebanon’s main protector against Israeli ambitions, enabling it to
dominate the country’s political system.
Disarming it would therefore deprive
its political wing of its leverage. Lebanese officials argue that Israeli
strikes, which have expanded in scope and intensity, give Hezbollah an excuse
to cling to its weapons.
Lebanon finds itself under pressure
from both the U.S. and Israel, with the former threatening to cut military aid
and scale down political ties and the latter launching daily air raids and
targeting Hezbollah personnel to force it to lay down its arms and convince the
Lebanese army to shoulder responsibility for disarmament. The army claims it
legally cannot search homes for weapons, except on the authority of the public
prosecutor, which occasionally grants the military search warrants in
individual cases.
Army leadership fears that house
searches would inevitably lead to clashes with local Shiite communities and the
defection of Shiite soldiers. According to unofficial figures, 45 percent of
Lebanese troops are Shiites.
In dealing with Lebanon, Israel
behaves as if it won the war. It views future negotiations from a position of
strength, insisting on Hezbollah’s complete disarmament and the establishment
of a buffer zone south of the Litani. Israel is actively engaged, with U.S.
consent, in a one-sided war of attrition against Hezbollah to make the cost of
engagement unbearable for the Iranian proxy.
The Lebanese army is determined to
avoid military confrontation with any Lebanese sect – which could lead to the
country’s disintegration. In 2008, for example, military commanders refused to
follow government orders to dismantle Hezbollah’s fiber optic network and
dismiss a pro-Hezbollah Shiite officer from his position as head of security at
Beirut airport. Hezbollah responded to the order by storming the predominantly
Sunni western part of Beirut.
Last week, Lebanon’s army commander
criticized Israel, calling it the enemy and accusing it of violating Lebanese
sovereignty, destabilizing the country and obstructing the army’s deployment in
the south. His comments angered the administration in Washington, surprising
Lebanese officials because many in Lebanon have described Israel as the enemy
since 1948. The 1949 armistice between Lebanon and Israel was between two enemy
states. Even the peace agreement between Egypt and Israel and their exchange of
full diplomatic relations since 1978 did not prevent Egyptian President Abdel
Fattah el-Sissi from referring to Israel as an enemy of the Arabs at the
Arab-Islamic summit held in Doha last September.
The U.S. has demanded changes to the
Lebanese army’s doctrine, established by former President Emile Lahoud when he
was army commander in the early 1990s. The doctrine focuses on resisting
Israel, which was considered Lebanon’s sole enemy. For the U.S., it’s no longer
acceptable for its ally, Lebanon, to refer to Israel as the enemy. However,
changing the doctrine would require a seismic shift in security posture,
followed by a shift in the local political balance that would result in the
production of a new political class. This can happen only as a result of a war
from abroad that overthrows Hezbollah and enables the army to take control of
internal security and shift the rules of the political game away from
involvement in the security and ideological problems of the Middle East.
Conclusions
Lebanon is inherently unstable because
of its heterogeneous population, which identifies with foreign countries, and
because it has failed to meet the core criteria for a cohesive national entity.
The country has consistently sought outside help to solve, and often mitigate,
its domestic problems, and the Hezbollah question is no exception. Since
independence in 1943, Lebanon has had 12 presidents, five of them army
commanders. Both the presidency and army commander position are reserved for
Maronite Christians. But consensus among the country’s religious sects is a
requirement to occupy the highest public office in Lebanon.
This reality explains, at least in
part, why army commanders have never sought to weaken Hezbollah, preferring
instead to accommodate it. Two presidents, three prime ministers and many
celebrities lost their lives in Lebanon because they charted an independent
political course.
Lebanon has always needed foreign
intervention to address its domestic problems. The U.S. and Egypt resolved
Lebanon’s 1958 crisis, and Saudi Arabia led a collective Arab effort to end the
1975-89 civil war.
Ironically, the U.S. and Israel now
want Lebanon to disarm Hezbollah, a regional problem planted by Iran. But if
they are indeed interested in disarming Hezbollah, they will have to do it
themselves; at this point, the Lebanese government and army are mere spectators
in the struggle over the country’s future.
**Note: GRAY ZONE BRIEF aims to
inform national security policy by providing timely, relevant, and independent
open-source analysis of developments pertaining to Jihadist Extremists and
their coalition of Terrorists globally and here on U.S. soil. This update
covers political, military, and economic events and trends that affect the
stability and decision-making of foreign policy. It also provides insights into
AQ, Daesh/ISIS and Islamic Brotherhood sponsored activities abroad that
undermine regional stability and threaten US forces and interests.
GRAY ZONE BRIEF will
provide regular updates, including daily updates, as the activity of Jihadist
terror orgs or crisis warrants.
Pray.
Train.
Stay informed.
Build resiliency communities.
—END REPORT
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GRAY ZONE BRIEF 25 NOVEMBER 2025
U.S.:THE NO SHARIA ACT
• Senator Tommy Tuberville (R-AL)
believes that radical Islam is the greatest threat to our national security and
recently introduced two bills to counter this threat.
• The No Sharia Act (https://www.tuberville.senate.gov/wp-content/uploads/No-Sharia-Act.pdf)
would prohibit the application of Sharia in the United States where such
application would violate constitutional rights.
• The Preserving a Sharia Free America
Act (https://www.tuberville.senate.gov/wp-content/uploads/Preserving-a-Sharia-Free-America-Act.pdf)
would amend the Immigration and Nationality Act to include advocacy for Sharia
law to be a ground for inadmissibility and deportability.
TTP SUICIDE BOMBERS IM PAKISTAN
**Suicide bombers attack Pakistan
paramilitary force in Peshawar** - Two suicide bombers attacked the
headquarters of Pakistan’s Frontier Constabulary in Peshawar on Monday, killing
at least three officers and wounding two others, police said. One bomber
detonated explosives at the entrance, while the other two were shot dead in the
parking area before they could reach a parade drill of about 150 personnel,
preventing heavier casualties. Police completed the clearance operation and
collected DNA samples from the attackers. No group has claimed responsibility,
though the Pakistani Taliban (TTP) has been linked to similar assaults.
ISRAEL: OCTOBER 7 SCAPEGOATS
**In first, IDF chief Eyal Zamir
punishes commanders, generals for October 7 failures **- IDF Chief of Staff
Lt.-Gen. Eyal Zamir has issued the first formal disciplinary actions against
senior officers for failures during Hamas’s October 7 attack. Three former top
commanders, including ex-intelligence chief Aharon Haliva, were expelled from
reserve service, while current intelligence head Maj.-Gen. Shlomi Binder
received only a reprimand, allowing him to remain in post. Air Force and Navy
chiefs were also reprimanded but retained. No political leaders have resigned
over the events. The move marks Zamir’s effort to impose accountability while
reshaping the IDF’s command structure.
SYRIA: DAESH/ISIS CAMPS
**ISIS Prisons and Camps Are Festering
in a Fragile Syria as Aid Peters Out **- In northeastern Syria’s Al Sina
prison, thousands of hardened Islamic State militants are held under extreme
isolation to prevent another deadly uprising. With a new administration in
Damascus and Kurdish-led forces under pressure, the sprawling network of
prisons and camps has become increasingly unstable. Around 30,000 IS wives,
children, supporters and others live in these facilities; U.S. aid cuts
totaling $117 million have worsened conditions, heightening risks of
radicalization and unrest. Officials warn that IS is exploiting chaos and
poverty to rebuild its networks inside the camps, where indoctrination of
children and organized violence continue. Commanders fear another major prison
break could reignite the group’s resurgence.
YEMEN
**Houthi court in Yemen hands down
death sentences to 17 people accused of spying
**- A Houthi-run court in Sanaa
sentenced 17 people to death on charges of espionage for the United States,
Israel, and Saudi Arabia, according to the rebel-controlled SABA news agency.
The defendants were accused of sharing intelligence that led to strikes on
military and civilian sites. Two others received 10-year prison terms, and one
was acquitted. The verdict, which can be appealed, is part of a wider Houthi
crackdown on alleged collaborators, including U.N. staff and aid workers.
Rights groups have condemned such trials as politically motivated and lacking
due process.
NIGER
**Al Qaeda-linked militants kill at
least 10 soldiers in Niger, sources say **- At least 10 Nigerien soldiers were
killed in an attack by al Qaeda-linked Jama’at Nusrat al-Islam wal-Muslimin
(JNIM) fighters, according to local sources cited by Reuters. The assault
targeted a military convoy in Niger’s western region, where jihadist violence
has surged in recent years. While the government has not yet issued a formal
death toll, the incident highlights the growing threat posed by militant groups
operating near the country’s borders.
PAKISTAN & AFGHANISTAN
**Pakistani forces step up raids near
the Afghan border, killing 23 militants **- Pakistani security forces killed 23
militants in raids on two Pakistani Taliban hideouts in Kurram district, near
the Afghan border, on Wednesday. The operation, part of a broader
counterterrorism campaign in Khyber Pakhtunkhwa province, followed earlier
raids that killed 38 militants. Authorities described the dead as “Khawarij,” a
term used for fighters allegedly backed by Afghanistan and India—claims both
nations deny. Separately, a roadside bomb in Dera Ismail Khan killed two police
officers on Thursday. The Pakistani Taliban (TTP), emboldened since the Afghan
Taliban’s 2021 takeover, continue cross-border operations despite a fragile,
Qatar-brokered ceasefire with Kabul.
ISW Key Takeaways:
• Israel’s Strike on Hezbollah: The
IDF killed Hezbollah’s “de facto chief of staff” and senior commander Haitham
Ali Tabatabai in Beirut’s southern suburbs on November 23. Tabatabai’s death
will likely disrupt Hezbollah’s reconstitution for a short period because of
Tabatabai’s significant experience at many echelons of command in fighting
against Israel and engaging with Hezbollah’s Syrian partners. CTP-ISW has
identified multiple ways in which Hezbollah may respond to Israel’s killing of
Tabatabai.
• LAF Disarmament: An unspecified
senior IDF official told Israeli media on November 24 that the IDF must work to
degrade Hezbollah to a point where the LAF is militarily stronger than
Hezbollah, which would presumably enable the LAF to disarm it with greater
ease. IDF officials told Israeli media on November 24 that Israel is on the
verge of launching a ”short, preemptive operation” to deter Hezbollah and
degrade the group’s capabilities.
• Sectarian Violence in Syria: Unknown
actors attempted to instigate sectarian conflict between Sunnis and Alawites in
Homs City, but the responses of local security forces and residents contained
the violence and prevented its spread or intensification.
• Iraqi Government Formation: Iraqi
Sunni political parties are continuing intra-ethnic negotiations regarding
government formation, including the election of the parliament speaker.
Progress Party leader Mohammad al Halbousi is reportedly negotiating alliances
with other Arab-majority Sunni political parties and will be elected as
parliament speaker.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GRAY ZONE BRIEF 24 NOVEMBER 2025
TRUMP WANTS DESIGNATE MB AS FTO
**Trump vows to designate Muslim Brotherhood a terrorist
organization** - President Trump on Sunday revealed his plans to designate the
Muslim Brotherhood as a foreign terrorist organization amid recent revelations
about the Islamist group’s radicalism and growing influence in the West. “It
will be done in the strongest and most powerful terms,” Trump told Just the
News. “Final documents are being drawn.” The move comes on the heels of
advocacy from think tanks and lawmakers in Congress. The designation by the
federal government seeks to cut off financing and any other means of support to
the targeted group, among other things.
MOSSAD EXPOSES TERROR CELLS IN EU
Mossad unveils network of Hamas terror infrastructure
across Europe **- Israel’s Mossad said it helped uncover a Hamas-linked network
operating across Europe, following coordinated investigations with Austrian and
German authorities. Officials identified Mahmoud Naim, son of senior Hamas
figure Basem Naim, as the plot’s orchestrator, with meetings in Qatar and
assistance from operatives in Turkey. Raids in Vienna and Germany reportedly
seized weapons and explosives intended for attacks against Israeli and Jewish
targets. European services have intensified prosecutions and restrictions on
Hamas-linked activity, while Mossad says it continues to disrupt dozens of
plots worldwide since October 7.
GZB INFOCUS: Dossiers On Jihadist Terror Orgs in Africa
WHO IS AQIM?
AQIM began as an outgrowth of the Algerian civil war. The
group, formed in 1998 as the Salafist Group for Preaching and Combat (GSPC),
rejected the more violent and exclusivist tendencies of the Armed Islamic Group
(GIA) and particularly sought to focus instead on attacks against military and
government targets. The GSPC also sought to expand its presence in the Sahara
in search of opportunities to diversify its fundraising sources and find new
areas of operation, training, and eventually recruitment. At first this effort
was led by Mokhtar Belmokhtar, a former GIA member who had fought in
Afghanistan and who was himself from a community of Saharan Arabs, the Chaânba.
Officials claimed Belmokhtar was killed in an airstrike in Libya in 2016,
though AQIM never publicly confirmed his death and regional intelligence
sources (https://www.middleeasteye.net/news/armed-islamist-leaders-libya-claim-al-qaedas-belmokhtar-still-alive)
claim he may still be alive.
The GSPC officially pledged allegiance to al-Qaeda in 2006
and became AQIM in early 2007. The GSPC and AQIM marked the first real
transnational jihadist presence in the region, and they have sought through
local relationships, basic governance, and military pressure to create durable
space in which to operate and at times govern territory. Although AQIM has
recruited widely and operated throughout the Sahel, they are strongest today in
Mali, and are particularly strong in the regions of Kidal and Timbuktu.
The GSPC became a more entrenched presence in southern
Algeria and northern Mali in particular, and its first kidnapping operations
began in 2003. The GSPC also conducted its first attack in the region in
Mauritania on the army base at Lemgeity in 2005. By early 2007, it was
conducting attacks in Algeria while still implanting itself in the social
fabric of northern Mali through marriage and business ties, as well as
increasingly through local recruitment. Its kidnapping operations continued
through the occupation of northern Mali and afterwards, accounting for a
significant portion of the group’s financing despite persistent rumours that
the group benefitted heavily from narcotics or cigarette smuggling.
Despite the split between AQIM and the Movement for Oneness
and Jihad in West Africa (MUJAO) in October 2011, AQIM still played a
significant role in governing northern Mali in 2012. It had a particularly
strong presence in Timbuktu. Since Operation Serval, AQIM has reconstituted its
units following a series of losses, including the death of Katibat Tarek Ibn
Ziyad commander Abu Zeid in fighting with French and Chadian forces in 2013. It
continued to conduct serious attacks against United Nations, French, and Malian
forces up until the founding of JNIM, and maintained a strong presence then and
subsequently in Timbuktu and to the city’s north, as well as from Anefis to
Kidal and the Algerian border. AQIM has also conducted a series of attacks in
Bamako as well as Côte d’Ivoire and Burkina Faso under the auspices of
al-Mourabitoun, which returned to the AQIM fold in 2015. AQIM has suffered
significant losses recently, including the death of its Saharan emir and JNIM
co-founder Yahya Abou el Hammam in a French operation north of Timbuktu.
However, it still retains a significant presence particularly in the Timbuktu
region, and maintains an ability to conduct operations.
WHO IS ANSAR AL-DIN?
Iyad Ag Ghali, the central leader of the 1990 rebellion in
Mali, formed Ansar al-Din in late 2011. The group quickly emerged around a core
of Ifoghas Tuareg and longtime companions of Ag Ghali, eventually picking up
support from al-Qaeda in the Islamic Maghreb (AQIM). It quickly emerged as an
important military force during the rebellion. It has claimed responsibility
for the attack at Aguelhoc in January 2012 where as many as 153 Malian soldiers
were slaughtered. Ansar al-Din maintained a powerful position in collaboration
with AQIM during the rapid push to take control of northern Mali. The group
largely governed Kidal and was very present in Timbuktu alongside AQIM during
the 2011 jihadist occupation. Operation Serval swept Ansar al-Din, along with
its allies, out of northern Mali’s cities but it remained active. Kidal and its
surrounding region, up to the border with Algeria, remained a centre of its
activity. The group conducted and continues to conduct attacks against French,
UN, and Malian forces before and since the creation of JNIM. While Ansar al-Din
remains orientated around Kidal with a composition believed to largely be
Tuareg and Ifoghas Kidal, it and Iyad Ag Ghali also played an important role in
helping federate Mali and the region’s jihadist groups, leading to the
formation of JNIM.
WHO IS MUJAO? (MOVEMENT FOR ONENESS AND JIHAD IN WEST
AFRICA
(MUJAO)/AL-MOURABITOUN MUJAO split from AQIM in October
2011, following accusations that AQIM was too dominated by Arab commanders and
criticisms of its methods of jihad. From the beginning, MUJAO had a clearly
Sahelian orientation, framing its fight in terms of historical jihads fought in
the region in the nineteenth century and openly promoting its recruitment of
Sahelian and sub-Saharan Africans. MUJAO controlled Gao during the occupation,
but still maintained contact with AQIM and Ansar al-Din. In August 2013, MUJAO
and its military command under the Gao Arab Ahmed Ould Amer (Ahmed al-Tilemsi,
since killed by French forces) joined Mokhtar Belmokhtar’s Katibat
al-Mulathimeen and Katibat Mouwaqun bi dima (“those who sign in their blood”)
to form al-Mourabitoun, a reference to the Almoravid empire that burst forth
from the Sahara in the medieval period and eventually conquered much of north
Africa and Spain.
MUJAO split in 2015, with part of the group’s fighters
becoming the Islamic State in the Greater Sahara under Adnan Abu Walid
al-Sahraoui, and the rest remaining with al-Mourabitoun and eventually joining
JNIM. One al-Mourabitoun leader was part of JNIM’s founding group, Hassan
al-Ansari, an Arab fighter from the Tilemsi valley north of Gao. He was killed
near the Algerian border by French forces in February 2018, along with a few
other important figures from JNIM. Al-Mourabitoun has carried out some of AQIM’s
and subsequently JNIM’s larger-scale attacks. The group specialises in complex
attacks on ‘soft’ targets, such as the Radisson Blu hotel in Bamako in November
2015, the Cappuccino Café and HOTEL TK in Ouagadougou in January 2016, and at
Grand Bassam in Côte d’Ivoire in March 2016. But it has also attacked hardened
military bases such as the attack on the Mécanisme Opérationnel de
Coordination (MOC) in Gao in January 2017 that killed dozens of people. (http://www.lefigaro.fr/international/2017/01/18/01003-20170118ARTFIG00383-mali-un-attentat-mine-la-reconciliation.php).
WHO IS KATIBAT MECINA?
This group, led by Amadou Kouffa and a founding member of
JNIM, is one of the most active jihadist armed groups in Mali today. Kouffa was
an imam known in central Mali for his preaching and piety in the late 2000s,
when he became more radical (https://www.lemonde.fr/afrique/article/2018/12/03/mali-la-mort-d-amadou-koufa-un-coup-dur-pour-les-djihadistes-au-sahel_5392124_3212.html),
possibly after having met Iyad Ag Ghali through the Da’wa movement, the local
name for the Tablighi Jama’at. He joined Ansar al-Din in 2012 and began
reorganising to wage a more concerted struggle in the central Mopti region.
Originally referred to in press reports at the Front du Libération du Macina,
Katibat Macina began operating more publicly after 2015, when it claimed an
attack on the Byblos Hotel in Mopti, an attack also claimed by al-Mourabitoun.
During this time, it maintained ties with Ansar al-Din, although these were not
formalised until 2015 and even then not fully until the creation of JNIM.
In 2016, Katibat Macina began operating more seriously in
the Niger Delta, an agriculturally rich area. It built a significant part of
its outreach efforts around the discontent of local Peul populations, a lack of
justice in the area, and social tensions that also helped fuel jihadist
recruitment in there in 2012. It faced significant local opposition due to the
harsh interpretation of the shari’a that it sought to impose and the efforts to
curtail traditional celebrations linked to herders taking their animals across
the river to search for pasturelands. Nonetheless, by 2017, a softened approach
and growing communal conflict between Peul communities and groups of
traditional hunters and local militias helped create a more conducive
environment for the group. Since then, Katibat Macina has become increasingly
implicated in these conflicts as well as increasing the number of attacks
against United Nations forces in central Mali and Malian forces, occupying
different parts of Mopti and also conducting attacks further south and west, in
the regions of Segou, Koulikoro near the Mauritanian border, and also in areas
around Banamba further south. It has repeatedly occupied towns in Mopti, and
continues to operate widely despite Malian, UN, and increasingly French
pressure. French officials claimed that a French Special Forces assault on an
apparent Katibat Macina base in November 2018 killed Kouffa, only for Kouffa to
appear in a video soon after, proving that he remained alive.
Pray.
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GRAY ONE BRIEF 18 NOVEMBER 2025
NIGERIA & THE GENOCIDE UPON
CHRISTIANS
**What to know about abductions of
schoolchildren in Nigeria **- The latest mass abduction of Nigerian
schoolchildren reflects an ongoing security challenge in the country’s north,
where both jihadist groups and criminal bandits operate. Boko Haram and its
Islamic State–aligned offshoot continue to recruit vulnerable youth and mount
renewed attacks after years of internal splits. Armed bandit groups, driven
largely by ransom motives rather than ideology, continue to target schools
across the northwest and north-central regions. Their operations increasingly
overlap with jihadist networks. Despite military operations, insurgents have
overrun outposts and attacked civilians, straining Nigeria’s security forces.
The U.S. has approved new arms sales, while President Trump has threatened
broader punitive action.
U.S. POSITION ON NIGERIA
U.S. Ambassador to the United Nations
Mike Waltz called the recent killings of Christians in Nigeria “genocide
wearing the mask of chaos."
Waltz made the remarks Tuesday at an
event hosted by the United States Mission to the United Nations that
spotlighted religious violence and the killings of Christians in the most
populous African nation.
"There is a body of evidence, and
you are going to hear that from our experts today that paints a very grim
picture of disproportionate suffering among Christians, where, again, families
are torn apart, clergy is repeatedly assassinated, and entire congregations,
church congregations," he said. "Folks, we have an entire faith that
is being erased. One bullet at a time, one torched Bible at a time."
Rapper Nicki Minaj, who was born in
Trinidad and Tobago, also spoke at the event, saying she wanted to speak out
against injustice and stand up for people who are persecuted for their beliefs.
"In Nigeria, Christians are being
targeted driven from their homes and killed. Churches have been burned.
Families have been torn apart and entire communities live in fear constantly,
simply because of how they pray," she told attendees.
"Sadly, this problem is not only
a growing problem in Nigeria, but also in so many other countries across the
world, and it demands urgent action," Minaj said. "And I want to be
clear, protecting Christians in Nigeria is not about taking sides or dividing
people. It is about uniting humanity."
Minaj, who has been a vocal supporter
of the Trump administration's actions to combat the persecution of Christians
in Nigeria, seemed to distance herself from politics. Addressing her fans
directly, who she calls "Barbz," she once again said that she was not
"taking sides."
Waltz also spoke, calling the killings
of Christians in Nigeria genocide wearing the mask of chaos."
“There is a body of evidence, and you
are going to hear that from our experts today that paints a very grim picture
of disproportionate suffering among Christians, where, again, families are torn
apart, clergy is repeatedly assassinated, and entire congregations, church
congregations," he said. "Folks, we have an entire faith that is
being erased. One bullet at a time, one torched Bible at a time."
The event featuring Waltz and Minaj
came after Trump threatened in a November Truth Social post to send U.S. troops
"guns-a-blazing" into the most populous country in Africa to
"completely wipe out the Islamic Terrorists who are committing these
horrible atrocities."
The president also threatened to stop
all aid and assistance if the violence continued.
Nigerian President Bola Tinubu
responded to Trump’s threat, writing on social media that his administration
has worked with Christian and Muslim leaders to address security challenges
affecting citizens across all faiths and regions.
"The characterisation of Nigeria
as religiously intolerant does not reflect our national reality, nor does it
take into consideration the consistent and sincere efforts of the government to
safeguard freedom of religion and beliefs for all Nigerians," he wrote on
X.
"Religious freedom and tolerance
have been a core tenet of our collective identity and shall always remain so.
Nigeria opposes religious persecution and does not encourage it."
Open Doors, an international Christian
organization that supports persecuted believers, said attacks are most common
in the northern, Muslim-majority states of Nigeria but have started spreading
into the Middle Belt and farther south.
MIDDLE EAST SITREP
IRAN’S DROUGHT UPDATE
In recent days, prolonged water cuts
across Tehran have created widespread panic among the Iranian capital’s 10
million residents. Last week, GZB reported that after years of drought and
reduced rainfall and snowfall, Iranian President Masoud Pezeshkian warned that
Tehran’s residents would have to ration water—and eventually evacuate the
capital—if there was no rain by late November. They’ve had years of warning,
but Iran’s rulers have done nothing to resolve an increasingly existential
water crisis.
A few experts have been warning about
the impending doom for decades. Most Tehranis, insulated from the hardships
long faced by poorer, peripheral provinces, are only now feeling what other
Iranians have endured for years.
The Cambridge Study Abstract:
Abstract
Iran is currently experiencing serious
water problems. Frequent droughts coupled with over-abstraction of surface and
groundwater through a large network of hydraulic infrastructure and deep wells
have escalated the nation’s water situation to a critical level. This is
evidenced by drying lakes, rivers and wetlands, declining groundwater levels,
land subsidence, water quality degradation, soil erosion, desertification and
more frequent dust storms.
This paper overviews the major drivers
of Iran’s water problems. It is argued that while climatic changes and economic
sanctions are commonly blamed as the main drivers of water problems, Iran is
mainly suffering from a socio-economic drought—i.e. “water bankruptcy,” where
water demand exceeds the natural water supply. In theory, this problem can be
resolved by re-establishing the balance between water supply and demand through
developing additional sources of water supply and implementing aggressive water
demand reduction plans.
Nevertheless, the current structure of
the water governance system in Iran and the absence of a comprehensive
understanding of the root causes of the problem leave minimal hope of
developing sustainable solutions to Iran’s unprecedented water problems.
ISW Key Takeaways:
• Iraqi Elections: The Shia
Coordination Framework announced on November 17 that it formed the “largest
parliamentary bloc” with 157 seats. This bloc includes Iraqi Prime Minister
Mohammad Shia al Sudani’s Reconstruction and Development Coalition. It is unclear
whether Sudani would remain in the framework if the framework does not agree to
him serving a second term as prime minister.
• Iranian-backed Iraqi Militia
Performance in Iraqi Elections: Political parties tied to Iranian-backed Iraqi
militias performed better in the November 2025 Iraqi parliamentary elections
than they did in the 2021 elections, likely due to several reasons, including
Iraqi Shia nationalist cleric Muqtada al Sadr’s boycott of the elections and
the reinstatement of the pre-2021 electoral system.
• Iranian Nuclear and Missile
Program:Some elements of the Islamic Revolutionary Guards Corps are reportedly
pressuring Supreme Leader Ali Khamenei to accelerate the reconstruction of
Iran’s nuclear program and withdraw from the Nuclear Non-Proliferation Treaty.
Iran also reportedly intends to allocate a large portion of its military budget
to the development of intercontinental ballistic missiles and multi-warhead
delivery systems, according to an EU source.
GLOBAL SITREP
UKRAINE
Ukraine update. Ukrainian President
Volodymyr Zelenskyy will travel to Turkey on Wednesday to push for renewed
negotiations on ending the war with Russia. U.S. special envoy Steve Witkoff
will also attend, but according to Kremlin spokesperson Dmitry Peskov, no
Russian representatives will participate in the talks. Moscow also has no plans
to speak with Witkoff or Turkish officials following the meeting. Separately,
Zelenskyy signed a letter of intent in Paris on Monday to acquire up to 100
French Rafale fighter jets. Delivery of the planes is expected to be completed
by 2035. Meanwhile, top Kremlin aide Kirill Dmitriev said Russia and the United
States have discussed another prisoner exchange. Speaking to Axios, Dmitriev
said he spoke with Witkoff about humanitarian issues including a swap during a
visit to the United States last month.
RUSSIA & SYRIA
Russian engagement. A delegation of
Russian and Syrian military officials inspected areas of southwestern Syria for
the first time since the fall of the Assad regime. This comes a day after the
two countries held defense talks in Moscow. The visit is reportedly part of
Moscow’s proposal to resume its military police patrols in southern Syria along
the border with Israel – which ended after Bashar Assad’s ouster nearly a year
ago. Negotiations are underway between Moscow and Damascus on the matter.
CHINA IN RUSSIA
Leaders gather. The Shanghai
Cooperation Organization is holding a heads of government summit in Moscow.
Issues on the agenda include strengthening trade, economic and investment
cooperation. Belarus’ deputy foreign minister said his country planned to raise
the issue of an independent financial institution for the organization.
U.S. & AZERBAIJANI FORUM
U.S.-Azerbaijani relations. A
delegation of Azerbaijani officials will meet this week in Washington with U.S.
lawmakers, representatives of the U.S. State Department and members of the
U.S.-Azerbaijan Chamber of Commerce. In Baku, meanwhile, U.S. and Azerbaijani
think tanks are participating in a joint forum. On the U.S. side,
representatives of the Atlantic Council, the New Lines Institute, the Hudson
Institute, the Central Asia-Caucasus Institute and others will attend.
SOUTH KOREA
Eliminating coal. South Korea
announced plans to phase out all coal power by 2040 at the COP30 climate talks
in Brazil. The country operates 62 coal-fired plants, which provide a third of
its electricity. The move would have implications for Australia, which exports
more than $1.5 billion worth of coal to Seoul every year.
GERMANY & CHINA
Easing tensions. Germany is ready to
strengthen cooperation with China in the financial sector and promote enhanced
bilateral relations, German Finance Minister Lars Klingbeil said during
economic talks with Chinese Vice Premier He Lifeng in Beijing on Monday.
Klingbeil reportedly also raised German concerns over Chinese overcapacity in
sectors such as steel, solar panels and electric vehicles, as well as export
controls on rare earths.
U.S. IN THE CAUCASUS
Talks on the Caucasus. A senior
adviser from the U.S. State Department in Georgia for talks on Tbilisi's role
in the so-called Trump Route for International Peace and Prosperity between
Armenia and Azerbaijan. He will hold meetings with representatives of Georgia’s
Foreign Ministry and government, as well as international financial
institutions.
SOUTH KOREA
Talking tech. South Korean President
Lee Jae Myung met with UAE President Mohamed bin Zayed Al Nahyan in Abu Dhabi
on Monday. They signed seven memorandums of understanding on AI cooperation,
space exploration, biotechnology, health care, intellectual property and
advanced technology in nuclear energy. Lee is on a 10-day tour of the Middle
East and Africa, focused on defense and AI.
GZB INFOCUS: Which Countries Hold the
Most Gold Reserves?
Key Takeaways:
• The U.S. and Europe hold over 60% of
global gold reserves as of 2024.
• China added 331 tonnes between 2019
and 2024, lifting its total to 2,280 tonnes.
• India, Poland, and Turkey saw major
increases from 2019 to 2024.
• Poland’s holdings jumped from 2019
to 2024, reaching 448 tonnes.
Gold remains one of the world’s most
enduring stores of value, and central banks continue to accumulate it at record
levels. The buying also cause the metal to hit record high prices in 2025.
This map highlights which countries
hold the most gold in their official reserves. The data for this visualization
comes from BullionVault, which tracks global central bank gold holdings.
Figures represent official gold reserves in tonnes as of 2024.
Collectively, the U.S. and Europe
control more than 60% of all reported reserves.
The United States Dominates Global
Gold Holdings.
The United States remains the world’s
largest holder of gold by a wide margin, with 8,133.5 tonnes, a figure
virtually unchanged for decades. Most of this gold is stored at Fort Knox and
the New York Federal Reserve.
At current prices (https://www.mining.com/live-chart/gold/),
America’s reserves are worth over $1 trillion, serving as a strategic asset
that underpins confidence in the U.S. dollar.
Europe’s Long-Standing Reserves Remain
Strong.
Europe’s major economies—Germany
(3,352 tonnes), Italy (2,452 tonnes), and France (2,437 tonnes)—collectively
hold nearly 8,200 tonnes, rivaling the U.S. total.
These large holdings date back to the
postwar Bretton Woods era, when gold underpinned the international monetary
system.
China’s gold reserves have surged from
1,948 tonnes in 2019 to 2,280 tonnes in 2024, as Beijing diversifies away from
U.S. Treasury holdings and seeks to internationalize the yuan.
India, now the world’s fifth-largest
economy, holds 876 tonnes.
Other emerging markets, including
Turkey (595 tonnes) and Poland (448 tonnes), have sharply increased gold
holdings to hedge against inflation, currency volatility, and geopolitical
uncertainty.
Beyond the Top 10: Smaller Nations
Build Resilience
Countries like Uzbekistan (383 tonnes)
and Saudi Arabia (323 tonnes) also feature prominently, highlighting the
growing appeal of gold among energy and resource-rich economies. In addition,
developing nations such as Thailand, Singapore, and Kazakhstan are quietly
increasing their reserves as a safeguard against global shocks.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GRAY ZONE BRIEF 17 NOVEMBER 2025
DOMESTIC SITREP
JIHADIST TERROR THREAT
Over the past few weeks, America has
grappled with a surge in domestic jihadist activity, from affluent New Jersey
suburbs to Michigan’s Arab-American heartland. Federal arrests dismantled two
ISIS-inspired cells: one in Montclair, where privileged teens posed with swords
under black flags and plotted mass beheadings of Jews, and another in Dearborn,
where Halloween raids uncovered AR-15 caches and scouting notes for attacks on
LGBT venues and amusement parks. These cases signal a disturbing radicalization
pipeline thriving in plain sight.
Meanwhile, foreign influence and
organized extremism bled into streets and campuses alike. Border Patrol agents
in Chicago endured gunfire, vehicle rammings, and rooftop brick attacks while
enforcing immigration laws, with DHS pointing to sanctuary-city rhetoric as
fuel for Antifa-linked mobs. On college quads, university leaders testified
that Iran bankrolled and scripted anti-Israel unrest, importing Hamas playbooks
through third-party networks. The common thread is clear: ideological violence,
whether homegrown or state-sponsored, is testing the nation’s resolve.
NEW JERSEY
Jihadi Trio Uncovered in Affluent NJ
Suburb
• Federal documents reveal three
19-year-olds from privileged backgrounds–Tomas Kaan Jimenez-Guzel (son of a UN
diplomat), Milo Sedarat (son of an Iranian-American poet), and Saed Ali
Mirreh–allegedly formed an ISIS-inspired cell in Montclair, N.J., posing with
swords and knives in front of ISIS flags.
• The group ranted in private chats
about beheading "infidels," executing "500 Jews," enslaving
their families, and mowing down a pro-Israel march with a vehicle.
Jimenez-Guzel shared a "KILL THEM SILENTLY" manifesto urging silent
knife, axe, or car attacks on Christians and Jews.
• Court filings detail boasts of
becoming "one of the most 100 evil people in the world," pledges of
allegiance to ISIS, plans to travel to Syria via Turkey for jihad, and
discussions of producing propaganda videos featuring throat-slitting executions
to gain infamy.
• Jimenez-Guzel was arrested on
November 5, 2025, at Newark Airport en route to Istanbul; Mirreh was detained a
day earlier in Washington state. All three face federal charges of conspiracy
to provide material support to a foreign terrorist organization, carrying up to
20 years in prison.
MICHIGAN
Halloween Terror Plot Uncovered
• Three men, Ayob Nasser (19), Mohmed
Ali (20), and Majed Mahmoud (20), from Dearborn, Mich., face federal charges
for conspiring to provide material support to ISIS and possessing firearms for
terrorism. They are part of a larger group of eight, including two juveniles,
arrested in an FBI probe that uncovered an alleged domestic terror plot.
• The group planned ISIS-inspired
assaults on LGBT-friendly clubs in Ferndale and Cedar Point amusement park
during Halloween weekend, involving five co-conspirators who trained with AR-15
rifles, stockpiled tactical gear, and scouted sites, as detailed in unsealed
complaints by U.S. Attorney General Pamela Bondi.
• On November 10, 2025, the suspects
appeared in Detroit federal court, waived detention hearings, and consented to
jail while their cases proceed. The probe began in 2024, leading to Halloween
raids on Dearborn homes and an Inkster storage unit where weapons were seized.
NEW YORK
Viral Video Shows Muslims Declaring
'New York for Islam'
• A viral video from New York in the
wake of Mamdani's victory shows Muslim rally with the speaker urging his
followers to spread Islam across every district of the city, proclaiming that
"This is the correct relegion that all humanity needs to be a part
of," and “We will not stop until Islam enters every home.”
NEO-MARXIST EXTREMISM
CHICAGO
Shots Fired at Border Patrol Agents in
Chicago
• On Saturday, November 8, 2025, U.S.
Border Patrol agents conducting immigration enforcement in Chicago's Little
Village neighborhood faced a barrage of domestic terror attacks over less than
three hours, including multiple rounds fired at them from a Jeep, bricks and a
paint can thrown from rooftops, and four separate vehicle ramming attempts amid
hostile crowds and protesters.
• The incidents escalated with
protesters lying in the streets, throwing objects, and attempting to breach an
FBI facility. Chicago Police assisted in evacuations and perimeter security,
while agents used crowd control measures and a controlled tire deflation device
to stop one ramming vehicle. No agents were injured, but convoy vehicles
sustained broken windows and other damage.
• Eight U.S. citizens and one illegal
alien were arrested, including one driver for ramming and three suspects for
assault in a Sam's Club parking lot. The Jeep shooter and one final ramming
driver remain at large, with DHS labeling the violence as "unprecedented"
against federal law enforcement.
IRAN FOI (Foreign Influence
Operations)
MISSOURI
University Leaders Link Campus
Protests to Iranian Influence
• Chancellors from Syracuse,
Vanderbilt, and Washington University in St. Louis testified that anti-Israel
campus unrest was driven by "organized networks" including Iran, with
Syracuse's Kent Syverud stating the demonstrations were "encouraged from
Iran" and involved few local students. Vanderbilt's Daniel Diermeier
described it as an "imported" playbook coordinated by external
forces.
• Former Director of National
Intelligence Avril Haines confirmed in July 2024 that Iran provided financial
support to protesters. Lawsuits allege Hamas coordination with U.S. campus
groups, including a Columbia University "propaganda arm" distributing
a "Day of Resistance Toolkit" on October 8, 2023, promoting Hamas
materials and unified resistance under militant command.
• Panelists urged congressional
investigations into non-governmental and foreign entities fueling protests,
with Diermeier emphasizing the need for a fuller picture of external
influences. Leaders highlighted countering pro-terrorist rhetoric like "globalize
the intifada" as part of combating antisemitism on campuses.
TENNESSEE & DC
New Legislation Aims to Shut Down
Foreign Influence Of Elections
• New legislation from Senator Bill
Hagerty (R-TN) would shut down numerous loopholes that allow foreign nationals
to sway American politics, according to election integrity experts.
• A bill introduced by Hagerty would
ban foreign nationals from funding ballot initiative proposal campaigns, voter
registration activity, ballot collection, voter identification, and other
get-out-the-vote activity.
• Recently, Americans for Public Trust
put out a report documenting how five foreign charities have given around $2
billion to American climate groups engaged in policy fights, litigation,
research, and lobbying
WAR DEPARTMENT REVAMPS PRIORITIES
BLUF: Emil Michael's plan emphasizes
rapid sprints to move emerging technologies from prototype to production
The War Department is narrowing its
research and development strategy to six "Critical Technology Areas"
officials say will speed up innovation and strengthen America’s military edge.
Under Secretary of War for Research
and Engineering Emil Michael said the plan will deliver faster, more focused
results to the warfighter by merging overlapping programs and steering funding
toward technologies that will shape future conflicts.
"As the Department of War’s Chief
Technology Officer, I am statutorily charged with the mission of advancing
technology and innovation for the armed forces," Michael wrote in a Nov.
13 memorandum to senior Pentagon and combatant command leadership. "The
previous list of fourteen CTAs did not provide the focus that the threat
environment of today requires."
The six areas — Applied Artificial
Intelligence, Biomanufacturing, Contested Logistics Technologies, Quantum and
Battlefield Information Dominance, Scaled Directed Energy and Scaled
Hypersonics — will be advanced through rapid "sprints" designed to
move emerging technologies from prototype to production.
Why It Matters:
Secretary of War Pete Hegseth said the
streamlined approach will keep the United States ahead of its rivals.
"Our nation’s military has always
been the tip of the spear," Hegseth said. "Under Secretary Emil
Michael’s six Critical Technology Areas will ensure that our warriors never
enter a fair fight and have the best systems in their hands for maximum
lethality."
The initiative also aligns with
President Donald Trump’s Artificial Intelligence Action Plan, which directs the
War Department to become an "AI-First" organization.
Officials say the shift will reshape
how intelligence is processed, how logistics are managed and how weapons
systems are deployed.
MIDDLE EAST SITREP
ISW Key Takeaways:
• Iraqi Parliamentary Elections:
Iraq’s electoral commission, the Independent High Electoral Commission,
released the final results and associated seat allocations from the November 11
Iraqi parliamentary elections on November 17. The Iraqi Federal Supreme Court
must ratify the results before the government formation process can formally
begin.
• Iraqi Parliamentary Elections: The
Shia Coordination Framework is debating whether to include Prime Minister
Mohammad Shia al Sudani in the next Iraqi government, amid reports that Sudani
may ally with Sunni and Kurdish political parties.
• Tanker Seizure in the Strait of
Hormuz: Islamic Revolutionary Guards Corps (IRGC)-affiliated media claimed on
November 15 that the IRGC Navy seized the Marshall Islands-flagged Talara
tanker because it was attempting to illegally export Iranian cargo. This claim
likely seeks to obfuscate the real reason why the IRGC Navy seized the vessel
and may be part of an Iranian effort to prevent any retaliation for the
seizure.
• Syrian-Russian Relations: A Russian
and Turkish military delegation toured former Russian military sites near
United Nations Disengagement Observer Force positions located along the Syrian
border with the Israeli-controlled Golan Heights on November 17. The Russian
and Turkish delegation’s tour may be related to previous discussions between
Syria and Russia about establishing a Russian military presence in southern
Syria.
GZB INFOCUS: Mapped: Population Change
in North American Cities (2005-2024)
Key Takeaways:
• Charlotte experienced the fastest
growth at 93%, rising from 1.5 to 2.9 million residents—the highest percentage
gain among major Canadian and U.S. cities.
• Western and southern metros like
Phoenix (+33%) and Orlando (+53%) outpaced northern U.S. counterparts such as
New York (+6%) and Chicago (0%), underscoring a southward population shift.
Over the past two decades, cities in
North America have seen diverging demographic paths.
Cities in the southern and western
regions have seen explosive growth, while many northern U.S. metros have
expanded at a far slower pace—or even plateaued or declined.
This visualization shows the
population change of 25 major North American metro areas between July 2005 and
July 2024, both total and percentage changes over the 19-year span using data
from the U.S. Census, StatCan, St. Louis Fed via Hanif Bayat.
The Fastest-Growing Cities in the U.S.
and Canada Since 2005
Charlotte leads population growth
among major North American cities with an astounding 93% population increase,
rising from 1.5 to 2.9 million residents.
Orlando follows at 53%, with Texas
metros like Houston (+50%) and Dallas (+43%) ranking third and fourth.
Houston and Dallas have the highest
absolute population growth of major American and Canadian cities since 2005 at
2.6 and 2.5 million people respectively.
Canadian Cities’ Population Growth
Since 2005
All three of Canada’s major cities
(Vancouver, Toronto, and Montreal) had double-digit population growth in
percentage terms.
Vancouver’s population rose from 2.2
to 3.1 million, marking a 41% increase, while Toronto expanded more on an
absolute basis with 1.9 million new residents, marking 37% growth since 2005.
Montreal’s population grew by 0.8
million people from 2005 to 2024, which was a 21% increase.
Slower Population Growth in the North
and Midwest U.S.
Major northern U.S. metros have lagged
behind. New York grew just 6%, from 18.7 to 19.8 million people, while
Chicago’s population has remained flat over the past two decades.
Detroit was the only city which saw
its population decline, with a loss of 0.1 million residents or around a 2%
decline in percentage terms.
These slower, flat, and declining
population growth rates reflect broader economic shifts—manufacturing decline,
high housing costs, and limited land availability—that have pushed growth
southward.
This is beyond just these specific
cities, as all three states (New York, Illinois, and Michigan) saw their
populations decline from 2020 to 2023.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GRAY ZONE BRIEF 16 NOVEMBER 2025
Today’s GZB focuses on two recent
incidents, 1 Domestic and 1 Global — both conducted by extremists or inspired
by extremism. I always avoid extremists — on either side. They are dangerous
and attract mentally unstable individuals. As a mob, they are even more
dangerous. Always avoid extremists and extremist events.
DOMESTIC SITREP
DOJ seeking suspect after attack on US
Attorney Alina Habba’s office
Attorney General Pam Bondi announced
Thursday that an individual attempted to confront Acting U.S. Attorney for the
District of New Jersey Alina Habba on Wednesday night, "destroyed property
in her office" and then "fled the scene.'’
"Thankfully, Alina is ok,"
Bondi added. “Any violence or threats of violence against any federal officer
will not be tolerated. Period. This is unfortunately becoming a trend as
radicals continue to attack law enforcement agents around the country."
"We will find this person, and
the individual will be brought to justice. Our federal prosecutors, agents, and
law-enforcement partners put their lives on the line every day to protect the
American people, and this Department will use every legal tool available to
ensure their safety and hold violent offenders fully accountable," Bondi
also said.
Habba said following the incident
that, "I will not be intimidated by radical lunatics for doing my
job."
On its website, the Justice Department
said that as Acting U.S. Attorney and Special Attorney to the United States
Attorney General, Habba "is responsible for overseeing all federal
criminal prosecutions and the litigation of all civil matters in New Jersey in
which the federal government has an interest."
GLOBAL SITREP
STUDENT SETS OFF IED IN JAKARTA
On 7 November 2025, at approximately
12:15 p.m. local time, an improvised explosive device (IED) detonated inside a
mosque at Senior High School (SMA) 72 in Kelapagading, North Jakarta, injuring
at least 54 people and causing property damage. The attack occurred during
Friday prayers, amplifying its impact. Police arrested the suspected
perpetrator, 17-year-old student Muhammad Nazriel Fahel Hidayat, who was
injured during the blast. Investigators found the explosion originated from an
object placed behind the school hall near the mosque's loudspeaker system,
which explains the high number of hearing-related injuries. Early reports
suggested possible bullying motives; however, emerging evidence indicates
ideological influence. The suspect was a Muslim youth but displayed strong
identification with other extremist subcultures.
A search of his home revealed
explosive powder and handwritten notes, while his toy gun carried disturbing
inscriptions: • "14 Words. For Agartha" and "Brenton Tarrant:
Welcome to Hell' - references to white supremacist ideology and the
Christchurch mosque shooter, Brenton Tarrant. • "Natural Selection" -
the slogan worn by Eric Harris during the 1999 Columbine massacre. •
"1189' - likely referencing 8 U.S.C. §1189, which designates foreign
terrorist organisations. • The names Alexandre Bissonnette (Quebec mosque
shooter, 2017) and Luca Traini (Italian far-right shooter, 2018) were also
written on the fake weapon.
Updates and Key Takeaways:
Details of the Incident:
• Location: A mosque located within
the complex of State Senior High School (SMAN) 72 in the Kelapa Gading area of
North Jakarta.
• Date and Time: The explosions
occurred around 12:15 p.m. on Friday, November 7, 2025, as worshippers were
gathering for Friday prayers.
• Casualties: A total of 96 people
were injured, with many suffering from burns and injuries from glass shards.
Twenty-nine victims were hospitalized, including some in intensive care.
The Suspect and Investigation
The suspect, a student at the school
who has not been publicly identified, was also injured in the blasts and
underwent surgery.
• Devices: Indonesia's
counter-terrorism unit, Densus 88, found a total of seven explosive devices
that the teen had carried to the school. Four of these devices detonated, while
three did not explode. The teen assembled the small-scale bombs alone at home.
• Motive and Influence: Police
described the suspect as a loner obsessed with violent and extreme online
content. He reportedly wanted to copy extremists he found online but
investigators have found no links with any established militant networks. The
motive is believed to be rooted in personal grievances and feeling isolated,
rather than a planned terrorist attack by a group.
• Evidence: Authorities recovered
possible explosive powder, supporting materials, and a modified airsoft gun at
the scene.
The Indonesian authorities have
emphasized that this appears to be an isolated incident by one individual and
urged the public not to jump to conclusions about it being a wider terrorist
act.
MIDDLE EAST SITREP
*Note: These ISW KTs are from 12 Nov
but I thought the Intel still held relevancy, I.e., Iraqi election AAR and
Iran’s Persian Gulf Activity.
ISW Key Takeaways:
• Iraqi Parliamentary Elections: The
voter turnout rate was 56 percent in the November 11 Iraqi parliamentary
elections, according to Iraq’s electoral commission. Iraqi politicians will
likely continue informal government formation negotiations in advance of the
Federal Supreme Court’s ratification of election results. CTP-ISW observed
three instances of political violence on election day.
• Insurgent Activity in Syria: An
Alawite insurgent leader called for Alawites to establish an “independent
region” along the coast on November 12. The Men of Light do not appear to have
the capabilities or support to successfully force the Syrian government to
withdraw from the coast at this time.
• Iranian Defense Strategy: Iranian
officials continue to inspect naval units in the Persian Gulf to secure Iran's
control over the Gulf, likely as part of Iran’s effort to prepare for any
potential conflict with the United States or Israel. These inspections suggest
that Iranian officials continue to believe renewed war with the United States
or Israel is imminent.
GZB INFOCUS: Visualizing World Debt by
Country in 2025
Key Takeaways:
• Gross public debt stands at $111
trillion globally in 2025, rising by $8.3 trillion since 2024.
• Together, the U.S. and China hold
51.8% of the world’s government debt.
While global public debt is lower than
pandemic highs in real terms, it remains stubbornly elevated at $111 trillion.
This graphic shows world debt by
country in 2025, based on data from the IMF’s latest World Economic Outlook (https://www.imf.org/en/-/media/files/publications/weo/2025/october/english/text.pdf).
America’s debt burden exceeds $38
trillion in 2025, standing at 125% of GDP. Over the past five years, net
interest payments on the national debt have nearly tripled. They are projected
to double again by 2035 to reach $1.8 trillion per year. With $18.7 trillion in
debt, China ranks in second. In 2025, debt expanded by almost $2.2 trillion,
driven by government stimulus and weaker land revenues given a struggling
property market sector.
As we can see, Japan follows next with
a $9.8 trillion debt pile, equal to 230% of GDP. Even though debt remains
sky-high, the country’s new prime minister, Sanae Takaichi, is proposing $92.2
billion in stimulus spending and subsidies.
The UK and France round out the top
largest debt burdens, both hovering near $4 trillion. France, in particular,
has experienced significant political instability amid contentious budget cut
proposals, cycling through five prime ministers over the past two years.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GRAY ZONE BRIEF 14 NOVEMBER 2025
RUSSIAN SPY SHIP OFF HAWAII
**Russian spy ship detected just miles
from Hawaii coastline prompts US Coast Guard response** - The U.S. Coast Guard
announced on Thursday it detected a Russian military spy vessel operating near
U.S. territorial waters on Oct. 29 and personnel are continuing to monitor the
ship. Officials said the Vishnya-class intelligence ship was about
approximately 15 nautical miles south of Oahu, prompting a response by the
Coast Guard HC-130 Hercules from Air Station Barbers Point and the Coast Guard
Cutter William Hart (WPC 1134). The Coast Guard responded to the Russian
Federation Navy Auxiliary General Intelligence ship, Kareliya, by conducting a
safe and professional overflight and transiting near the vessel, according to a
news release.
U.S. DESIGNATES EU ANTIFA AS FOREIGN
TERROR ORG
The US state department has announced
that it will designate four European self-described anti-fascist groups as
Foreign Terrorist Organizations, as the Trump administration broadens its
campaign against what it portrays as an international wave of leftist violence.
In a public statement on Thursday, the
state department said it would designate Antifa Ost in Germany, the Italy based
International Revolutionary Front, and two organisations in Greece – Armed
Proletarian Justice and Revolutionary Class Self Defense – as “Specially
Designated Global Terrorists … conspiring to undermine the foundations of
Western Civilization through their brutal attacks”.
The designation was the first time
that “antifa” groups had been deemed a foreign terrorist threat, allowing law
enforcement to use more aggressive techniques to oppose them. It also could
extend to those deemed leftist supporters of the groups in the United States,
allowing federal authorities to use similar surveillance and financial
oversight tools against US citizens — controversial, but warranted under the
current political landscape.
“Groups affiliated with this movement
ascribe to revolutionary anarchist or Marxist ideologies, including
anti-Americanism, ‘anti-capitalism’ and anti-Christianity, using these to
incite and justify violent assaults domestically and overseas,” the secretary
of state, Marco Rubio, said in a statement.
The administration’s press release
described incidents including the use of homemade explosive devices, shootings
and hammer attacks as the cause for the listing. The designation would make
financial transactions with the organizations or its members a criminal act in
the United States.
Antifa and other leftist organizations
have been responsible for violent confrontations in the United States in the
cities of Los Angeles, Chicago and Portland, following the assassination of the
rightwing youth political organiser Charlie Kirk. The focus on antifa was first
codified in a presidential executive action from September that declared
“antifa” a “domestic terrorist organization”.
Why It Matters:
These designations will allow agencies
to go after funding/funders of Antifa — the head of the snake, which is perhaps
the single most important aspect of defanging leftist revolutionaries
attempting to undermine our Constitutional Republic and our Democratic
processes.
UKRAINE
Money for Kyiv. The European Union on
Thursday transferred nearly 6 billion euros ($7 billion) in financial
assistance to Ukraine. Some 4.1 billion euros came from the ERA (Extraordinary
Revenue Acceleration) Loans for Ukraine initiative, funded by profits generated
through frozen Russian assets, while 1.8 billion euros came from the Ukraine
Facility program.
CYBERSECURITY
**Critical vulnerabilities in Cisco,
Citrix devices exploited by ‘advanced threat actor’ **- An advanced threat
actor exploited critical vulnerabilities in Citrix and Cisco components as
zero-days to deploy custom malware. Amazon’s threat intelligence team revealed
that attempts to exploit the Citrix vulnerability were detected prior to public
disclosure. The flaws allowed attackers to gain pre-auth admin access to Cisco
Identity Service Engine, deploying a web shell named ‘IdentityAuditAction’ to
intercept requests and execute code. Cisco issued warnings as these
vulnerabilities were actively exploited, recommending immediate application of
security updates for both CVEs and limiting access to edge devices.
CYBERSECURITY IN THE UK
**New British cybersecurity law aims
to bolster defenses of infrastructure entities** - The British government
introduced the Cyber Security and Resilience Bill to enhance defenses against
disruptive cyberattacks. The bill, which aims to protect critical sectors like
hospitals, energy supplies, and transportation from hostile states and criminal
activities, would cover about 1,000 firms providing services to organizations
like the National Health Service and would impose new penalties for violations.
The bill follows a series of high-profile cyberattacks, including incidents
that severely impacted UK businesses and healthcare services.
AFRICA
**Jihadist takeover of Mali is
far-fetched, foreign minister says** - Malian foreign minister Abdoulaye Diop
on Wednesday dismissed warnings that jihadist forces could seize the capital,
Bamako, calling such claims exaggerated. His remarks came amid international
concern over a fuel blockade imposed by al-Qaeda-linked group Jama’at Nusrat
al-Islam wal-Muslimin (JNIM), which has disrupted supplies and forced school
closures. Western nations, including the U.S., France, and Britain, have urged
their citizens to leave Mali, while the African Union has called for a
coordinated international response. Diop said Mali’s security forces remain in
control and accused foreign critics of misunderstanding local realities. He
added that relations with Washington were improving under the Trump
administration.
RUSSIA IN AFRICA
Russia's African connections. Russia’s
deputy defense minister, Yunus-bek Yevkurov, held talks with Mali’s junta
leader during a visit to the West African nation. They discussed strengthening
bilateral security cooperation. Yevkurov also met with Mali’s defense minister
to discuss security and military-technical cooperation. Burkina Faso’s defense
minister also attended the talks.
RUSSIA & BURMA
Training at sea. Russia and Myanmar
are holding joint naval exercises in the Andaman Sea. The Russian and Burmese
navies will conduct command and control training; practice search, detection
and tracking of enemy submarines; and carry out combat exercises involving
artillery and torpedo firing.
MIDDLE EAST SITREP
SYRIA AS THE KEY
Early this week, U.S. President Donald
Trump welcomed Syrian President Ahmed al-Sharaa at the White House, signaling
Washington’s intention to recast Syria as the cornerstone of a new Middle
Eastern security framework. At a time when postwar Gaza is grabbing most of the
headlines, the meeting reflected Washington’s belief that stabilizing Syria is
essential to restoring the region’s fractured balance of power. It also
underscored Trump’s conviction that local actors, even former adversaries of
the U.S., must bear the primary burden for keeping the peace.
After the meeting, al-Sharaa declared
on Fox News that Syria “is no longer looked at as a security threat” but is now
“a geopolitical ally.” He dismissed the possibility of direct negotiations with
Israel, but in a nod to the Trump administration’s approach, he suggested that
U.S. mediation might eventually make them possible. Trump, in turn, portrayed
al-Sharaa as a pragmatic leader who could make Syria “very successful.”
Underscoring his reliance on personal diplomacy to advance rapprochement among
rival states, Trump said al-Sharaa “gets along very well” with Turkish
President Recep Tayyip Erdogan (whom Trump called “a great leader”) and
concluded, “We’re working also with Israel on getting along with Syria, getting
along with everybody.”
For Washington, the Levant is the
critical corridor connecting the eastern Mediterranean to the Gulf, and the
place where Turkish, Israeli and Arab interests intersect. The Trump
administration’s wager is that a reconstructed Syrian state, aligned loosely
with the U.S. and its local partners, can contain Iran’s influence and anchor a
new security framework in the Middle East. This localized burden-sharing model
would enable U.S. retrenchment without creating a vacuum. The difficulty,
however, lies in managing the overlapping ambitions of those very partners.
Among them, Turkey wields the greatest
leverage. It was Turkish backing, after all, that enabled al-Sharaa’s Hayat
Tahrir al-Sham insurgency to topple the Assad regime last December – an
indirect but consequential outcome of Israel’s defeat of Hezbollah, which broke
Iran’s decades-long hold on the Levant. Thus, when Trump brought up Erdogan
during his meeting with al-Sharaa, he revealed how deeply Washington’s strategy
now depends on Ankara. In essence, the U.S. has delegated the task of building
a coherent Syrian polity to Turkey, effectively tying itself to Turkey’s
regional strategy. It’s a risky play, especially since Ankara’s ambitions
extend beyond stabilization to restoring its own regional primacy. But the pool
of reliable partners is limited, and the U.S. views Turkey as indispensable.
All things considered, the U.S. would
like to partner with a state where Arabs constitute a plurality. The obvious
candidate is Saudi Arabia, the world’s largest crude producer and a central
actor in the Arab and Muslim worlds. Yet despite its vast wealth, the kingdom
lacks the military capacity and strategic agility to uphold regional stability
on its own. Its reliance since World War II on American protection and regional
policing underscores that reality.
Nevertheless, Saudi Arabia remains an
essential pillar in any Middle East strategy, and it has taken steps to address
its limitations. Shortly after Washington expressed its desire for local actors
to manage the Middle East, Saudi Arabia finalized its Strategic Mutual Defense
Agreement with Pakistan, its longtime ally. The pact gives Riyadh access to
Islamabad’s military expertise, offsetting its weaknesses – a critical step if
it hopes to prevent Ankara from dominating the region. For the U.S., the Saudi-Pakistani
pact is precisely the sort of arrangement it wants to see as evidence that
regional actors are internalizing the burden-sharing model, thereby reducing
America’s financial and strategic exposure and freeing up resources to focus on
the challenges posed by China and other global risks.
For the model to work, however, the
U.S. must reconcile the divergent priorities of its key partners – nowhere more
so than between Turkey and Israel. The Trump administration has invested
considerable effort in steering both toward a functional modus vivendi. Earlier
this month, Tom Barrack, the U.S. ambassador to Turkey and special envoy to the
Levant, expressed optimism at a security conference in Bahrain that Turkey and
Israel could establish a workable equilibrium despite their tensions.
For Israel, the prospect of sharing a
border with a Turkish-backed Sunni regime in Damascus is alarming. Similar
concerns shape Israel’s opposition to Turkish participation in the
International Stabilization Force planned for postwar Gaza. While the U.S.
views Ankara’s ties to Hamas as potentially useful in neutralizing the group as
a fighting force, Israel sees them as a liability. Fundamentally, although the
U.S. and Israel agree on countering Iranian influence in Syria and Gaza, they
sharply differ over Turkey’s role; the U.S. views Turkey as a tool of
containment against Iran, whereas Israel perceives it as a new vector of risk.
If Syria is the keystone of the Trump
administration’s Middle East strategy, Gaza is its proving ground. The
immediate priority is operationalizing the ISF, which will require at least
eight states with competing interests to work in concert, under U.S. guidance.
There is no precedent for a large-scale Arab and Muslim joint task force
stabilizing an insecure environment without active U.S. involvement, making
Gaza a litmus test of the region’s capacity to assume even temporary security
responsibilities.
The obstacles are formidable:
disarming Hamas, training a new Palestinian security apparatus and supporting
the creation of a functional governance structure. The greatest challenge,
however, will be executing these objectives while coordinating with Israel,
whose relationship with many ISF participants is either fraught or nonexistent.
Yet the alternative – continued Israeli occupation of Gaza – carries even
higher political, economic and security costs.
Success in Gaza would do more than
stabilize a war-torn enclave. It would validate Washington’s strategy,
strengthen U.S. leverage and potentially create a model for regional
burden-sharing. Failure, by contrast, would expose the limits of regional stakeholder
cooperation and reinforce skepticism about the United States’ ability to
withdraw without destabilizing the region.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
See More
GRAY ZONE BRIEF
13 NOVEMBER 2025
From my brother in Christ, David Eubank:
SPECIAL REPORT: FREE BURMA RANGERS UPDATE
(BURMA, IRAQ & SYRIA)
From Oct. 26-28, Rangers and local
officials hosted four GLCs for a total of 210 children. The Rangers
treated 271 patients and taught a child nutrition program during each visit.
Between Nov. 7-8, in Moe Bye, Rangers hosted a CCP while the Burma Army battled
combined forces of the KNDF, Karenni National People’s Liberation Front (KNPLF)
and other allied resistance forces. During the battle, six resistance soldiers
were injured by 120mm mortars.
A Burma military airstrike killed five
people, and Burma Army attacks currently threaten to again displace over 1,000
people who are already living in IDP sites; meanwhile, Rangers treated
patients, delivered medicine and tarpaulins to IDPs, and provided training for
16 KNDF medics.
On Oct. 30, Rangers provided medicine to
IDPs who had fled from Phekhon Township, southern Shan State, to an IDP camp in
northern Karenni State. Elsewhere in Loikaw Township, between Nov. 2-4, Rangers
provided Combat First Aid Training for KNDF medics. The topics covered
included: tourniquet use, junctional bleeding, airway management, respiration,
needle decompression, finger thoracostomy, blood transfusions, and MARCH. In
total, 16 soldiers and medics were trained. In Pa Se La area, West Demoso
Township, on Nov. 3, a Burma Army airstrike killed five people. Following the
airstrike, three Burma Army FPV drones attacked the same area. These attacks
also damaged and destroyed many buildings. Later, on Nov. 8, Rangers delivered
tarpaulins to IDPs in Elephant IDP Camp. Burma Army drone, fighter jet, and
artillery strikes continue to target areas with IDPs, and over 1000 IDPs will
likely need to flee again soon.
TERRORIST ARRESTED IN GERMANY
**Suspected Hamas member arrested in
Germany** - German federal police arrested a suspected Hamas operative on a
highway near the Czech border, prosecutors said Wednesday. The Lebanese-born
suspect allegedly procured an automatic rifle, eight pistols, and more than 600
rounds of ammunition in Berlin in August for planned attacks on Israeli or
Jewish sites in Europe. The weapons were seized during the arrest of an alleged
accomplice already in custody. The man will appear before the Federal Court of
Justice in Karlsruhe. Related raids were conducted in Denmark, part of a wider
probe into Hamas-linked networks across Europe.
AFRICAN JIHADIST ARRESTED IN CÔTE
D’IVORIE
**Ivory Coast man jailed for 10 years in
Malta for jihadist recruitment **- A Maltese court sentenced 33-year-old
Mouhamadou Dosso, an Ivory Coast national with Italian residency, to 10 years
in prison for attempting to recruit people in Europe to carry out jihadist
attacks. Arrested in November 2024, Dosso admitted to distributing extremist
propaganda and seeking recruits, mainly targeting isolated asylum seekers from
conflict zones. Police said his phones contained Islamic State-related
materials and messages urging followers to fight for jihad, promising heavenly
rewards for those who died. Authorities did not confirm whether Dosso was an
active Islamic State member or if he successfully recruited anyone.
IRAQ & SYRIA
Our Middle East team continues actively
coordinating assistance for families in both Iraq and Syria. Support included
$150 USD to a family for a their son’s medical expenses in Syria, $500 USD to
another family in Syria to help dig a farming well, and $1,000 USD to a young
girl in need of surgery to correct a muscle condition in her leg.
We are happy to share that 13-year-old
Fadia has now undergone the three necessary surgeries. She had leg deformities,
and parts of her limbs were corrected to help her walk normally again. Before
surgery, she was able to walk but with a bowed leg. These procedures will allow
her to walk properly and return to school. Her condition is good, though she
will remain in the hospital for some time to recover. Please pray for her
healing and comfort, as she has been in significant pain.
In addition, the team assisted a family
in Mosul, Iraq, by covering several months of rent. Pray for the families in
Iraq and Syria who received medical, housing, and livelihood support, that
their physical needs would be met and their hearts strengthened with hope.
GLOBAL SITREP
Fallout. Colombia will stop sharing intelligence
with the United States until the Trump administration suspends strikes against
suspected drug traffickers in the Caribbean, Colombian President Gustavo Petro
said The U.K. has reportedly also stopped sharing intel with Washington on
suspected drug trafficking vessels in the Caribbean over concerns about the
legality of U.S. strikes.
Big assembly. Relatedly, Venezuela announced a
“massive mobilization” of military forces in response to the buildup of U.S.
assets in the Caribbean. Defense Minister Vladimir Padrino Lopez said land,
air, naval and reserve units will conduct exercises through Wednesdayunder
President Nicolas Maduro’s orders. The drills will involve both the regular
military and the Bolivarian Militia.
Islamabad blast. Militant group Tehreek-e-Taliban
Pakistan, also known as the Pakistani Taliban, claimed responsibility for a
terrorist attack outside a courthouse in Islamabad that killed at least 12
people. In a statement, the group said it targeted “judges, lawyers and
officials who carried out rulings under Pakistan’s un-Islamic laws,” adding
that it would continue its attacks until Islamic law is implemented in
Pakistan. Pakistani Prime Minister Shehbaz Sharif blamed India for the bombing,
saying it was carried out by “Indian-sponsored terrorist proxies.”
Drone leader. Ukraine has become a global leader in
drone production. According to a Bloomberg report, the country annually
produces approximately 4 million drones of various types. By comparison, the
U.S. manufactures about 100,000 drones annually. The surge was driven not just
by domestic needs but also by growing demand from NATO countries. Some
Ukrainian manufacturers have even set up production in other parts of Europe to
service their European customers.
Military evolution. Russia’s military has created a new
branch of the armed forces called the Unmanned Systems Forces. Units have been
established throughout the country, and a chief for the branch has been
appointed.
Oil prices. The discount on Russian Urals oil
compared to Brent crude has gone up to nearly $20 per barrel, compared to
$13-14 per barrel in early November, the sharpest increase in the past year.
The growing gap is related to U.S. sanctions introduced last month against
Russian oil giants Lukoil and Rosneft.
Ballooning budget. Israel’s Defense Ministry says it needs
a budget of $45 billion in 2026. This amount includes $2.2 billion to bolster
Israel’s defenses against Iran and $11.5 billion to increase the number of
reservists by tens of thousands next year.
Syrian contacts. The commander of the Kurdish-led Syrian
Democratic Forces, Mazloum Abdi, spoke by phone with U.S. special envoy for
Syria Tom Barrack. They discussed Syrian President Ahmed al-Sharaa’s visit to
the United States this week. Abdi said he expressed his commitment to
accelerating the integration of the SDF into the Syrian state. Meanwhile, U.S.
Secretary of State Marco Rubio met with his Turkish and Syrian counterparts to
discuss regional security and Syria’s decision to join the international coalition
against the Islamic State.
Shady business. China is building its own “shadow fleet”
of vessels to import Russian liquefied natural gas and skirt Western sanctions,
Bloomberg reported. According to the story, data on Chinese shipping shows
increasingly opaque ownership and movements, indicating similar patterns to
those displayed by the shadow fleet developed by Moscow since its invasion of
Ukraine. Bloomberg notes that creating this system for LNG will be more
complicated than for oil because transporting LNG supplies requires specialized
carriers.
Russia-Iran talks. The foreign ministers of Russia and Iran
spoke by phone about bilateral relations, developments in the Middle East and
the nuclear issue. The Russian Foreign Ministry said the call was initiated by
Iran.
Closer ties. Australia and Indonesia signed an
extended security treaty. Under the deal, both countries must consult each
other if their security is threatened and consider how best to respond
individually or jointly, Australian Prime Minister Anthony Albanese said following
a meeting with his Indonesian counterpart.
GZB INFOCUS: NATO NEEDS NEW HARMEL
REPORT
Given Russian President Vladimir Putin’s
aggression in not only continuing the war in Ukraine but also testing NATO’s
air and sea space with drones, fighter jets and underwater vehicles, it is time
for the alliance to react decisively.
Offering empty rhetoric and promises to
spend more money on defense will not work short of one crucial factor. NATO
needs to apply brain power in developing effective and affordable actions to
counter Russia by affecting Putin’s mental processes and “outthink” him.
What is needed is a 21st-century version
of the 1967 Harmel Report, headed by Pierre Harmel, Belgium’s foreign minister,
that led the change from the alliance’s “massive retaliation” strategy to
“flexible response.” Today, however, this report should focus on military
options designed to change Putin’s behavior, eventually leading to
military/diplomatic dialogue, a better understanding of each other’s concerns
and, importantly, the resumption of arms control negotiations.
NATO’s centerpiece is Article 5, which
states that an armed attack against one or more members shall be considered an
attack against them all. But what constitutes an “armed attack” today? Is it
cyber, disruption of underwater cables or overflights by armed fighters? What
about “other measures” to affect domestic politics through influence operations
or threats to use nuclear weapons? The answer is unclear, but it needs to be
resolved and a consensus established, ideally on both sides.
What should NATO do?
In the Russian language, “maskirovka”
means deception. NATO needs to plagiarize and use a reverse variant of
maskirovka against the Russians in writing this report.
To do that, in addition to adapting a
porcupine defense (https://blog.usni.org/posts/2018/05/03/a-porcupine-defense-against-russia-and-china)
we have proposed elsewhere, NATO must be able to disrupt, mislead and shock
Putin using influence operations to convince or coerce him to stop his “armed
attacks” against NATO. This starts with analyzing possible NATO strategies that
could threaten any Russian incursion by attacking the country’s vital military
centers of gravity.
First, except for theater nuclear weapons
— and NATO has three nuclear-armed members, the United States, United Kingdom
and France — the alliance is far superior in every measure of power, especially
military.
Despite fears of a Russian military
attack against the West, the war in Ukraine has exposed the incompetence of
many Russian generals and the evisceration of its army and navy. NATO must
understand that Russia, while it is now learning lessons from its operations in
Ukraine, is far weaker than many assume. These vulnerabilities can be exploited
through NATO’s use of maskirovka.
Second, past promises for increased
defense spending were never met. NATO’s Wales summit in 2014 committed members
to applying 3% of GDP to defense. Similarly, this year’s summit set a goal of
5% of GDP, with 3.5% for defense and 1.5% for related infrastructure
enhancements. Predicting the future is not easy, but, as in the past, virtually
all members, including the U.S., will not reach that level. Better thinking and
not more spending, regardless of whether the 5% of GDP goal is met, is needed.
Third, NATO must take the fight to Putin
conceptually. Exploiting NATO’s geographic advantages is key. In the High North
Finland, with an 800-mile border with Russia, and its neighbor Sweden provide
strategic leverage. Russia’s northern fleet in the Kola Peninsula in the north
cape is as vulnerable as its Black Sea fleet is to Ukrainian standoff missiles,
unmanned submarines and drones
In the Baltic, the Russian enclave of
Kaliningrad is physically separated from Russia. It is an obvious target,
especially for influence operations which threaten Russia’s hold on the
population. In the Black Sea, with Turkey’s huge army and Romania and Bulgaria,
any Russian attack could be offset by NATO’s ability to threaten Russian forces
in Ukraine.
To give this new Harmel Report teeth,
tabletop and command post exercises that war-game these options will be used.
Russia will no doubt monitor them. Finally, any Russian overflights or
incursions into home waters that break agreed conventions must be met by force
and shot down or sunk.
Clearly, this review will provoke strong
reactions, both positive and negative, within NATO members and from Russia,
thereby raising the threat of escalation. But the reality is that Russia is
already using quasi “armed attacks” against NATO and NATO must react. The
knowledge that two can play this game will make Russia pause and bring
relations back into better balance, allowing for a more stable relationship.
NATO must take these initiatives to halt
Putin’s use of “other measures” to attack and disrupt the alliance by affecting
and influencing his strategic calculations. And, under U.S. President Donald
Trump, America’s commitment to NATO is not assured. The alliance can neutralize
this unhappy prospect by confronting Russia now.
While we did not believe Putin would make
the strategic blunder of invading Ukraine a second time, given the weaknesses
Russia faces and will continue to face, NATO can achieve its deterrence goals
by counterintuitively becoming more aggressive, taking the offensive using
brains, innovation and maskirovka to derail Putin’s calculations. But will it?
And will NATO begin thinking about what a post-war Russia looks like to
forestall another 1917 or 1991 and collapse?
Field Marshal David the Lord Richards is
a former U.K. chief of defense. Dr. Harlan Ullman is senior adviser at
Washington’s Atlantic Council. Both are co-authoring “Who Thinks Best Wins:
Preventing Strategic Catastrophe” due out in spring 2026.
***FINAL WORD:
GZB agrees with this assessment. Of his
own volition, Putin cannot just stop the war in Ukraine — it will end his
leadership role as Russia won’t walk away with any kind of significant win. A
million lives, billions of dollars, 78% of the wartime economy tied to the war
effort — and for what? What does Russia have to show for it?
Most European countries had not possessed
the will to fight in a large conflict since WWII. They neglected to spend an
adequate amount in their military budgets or train to a higher standard because
of the dependence on U.S. troops stationed in Europe.
The free security watch is over —
European countries must step up and meet the threat and the challenge with
immediacy and conviction.
That being said, Polish troops, Finland,
the Norwegians, Sweden, the Romanians, Czech and Danish special operations
forces — down to militia defense forces throughout the Baltics (Estonia, Latvia
& Lithuania) have been training with U.S. troops at a much higher level
over the past two years.
GZB believes the will is there even if
the combat experience isn’t. While the optimum outcome would be peace through
negotiation, Putin continues to use “Maskirovka” at every opportunity. Unless
sanctions and tariffs are set at a high enough level to hurt the Russian
population in Moscow, the regime will continue to hold power and influence over
the Russian people.
The U.S. has to make the choice now, do
we want to maintain a global pecking order where we are at the top? Russia and
China more than any other countries, have been fighting a war with U.S.
in the Gray Zone for decades now. Death by a thousand cuts. Negotiations
and trade talks have not succeeded in putting an end to that. Perhaps it’s time
to “escalate to deescalate.”
Sometimes violence is the answer.
—J.G.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
See More
GRAY ZONE BRIEF 12 NOVEMBER 2025
U.S. ARMY DRONE RESPONSE TEAMS
**Army certifies rapid anti-drone
response team** - U.S. Northern Command has certified an 11-soldier
Counter-small UAS fly-away kit team following field tests in Florida and North
Dakota, enabling rapid deployment to protect domestic military installations
from drone incursions, Gen. Gregory Guillot said. The Anduril-produced kit
layers sensors and effectors — Wisp (AI infrared), Pulsar (AI electromagnetic
warfare) and the Heimdal sensor trailer — and includes Anvil, an autonomous
interceptor with a munition variant. Tested during the Falcon Peak 25.2
exercise while defending Minot AFB, the team defeated more than 100 unmanned
aerial targets. Most operators had limited prior drone experience but were
certified following intensive evaluations.
UKRAINE UPDATE
**Russian forces roll 'Mad Max'-style
into battered Ukrainian city of Pokrovsk, video shows** - Russian forces
claimed to have deepened their advance in eastern Ukraine, capturing the
eastern part of Kupiansk in the Kharkiv region, including an oil depot and
several rail stops, according to a Russian commander. Moscow also reported
progress south and west of Pokrovsk in Donetsk, releasing footage showing
armored vehicles and troops entering the city. Kyiv denied that Pokrovsk had
fallen but admitted to increased fighting.
RUSSIAN OIL REFINERY HIT
**‘Explosions and fire recorded’ —
Russia’s Orsk oil refinery hit in Ukrainian strike, General Staff says **-
Ukrainian forces conducted a drone strike on the Orsknefteorgsintez oil
refinery in Russia’s Orenburg Oblast on Nov. 11, causing explosions and a fire
that damaged one of the facility’s main processing units, according to
Ukraine’s General Staff. The refinery, capable of processing 6.6 million tons
of oil annually, supplies fuel to the Russian military. Local authorities
confirmed an industrial site was hit but did not identify it. The attack
follows a previous strike on the same facility in October and coincided with
Ukrainian operations against refineries in Saratov Oblast and Russian targets
in occupied Crimea and Donetsk. Damage assessments are ongoing.
ISW MIDDLE EAST SITREP
• Iraqi
Parliamentary Elections: Iraq
held parliamentary elections on November 11. Iraq’s electoral commission, the
Independent High Electoral Commission, announced on November 11 that it will
release preliminary election results at 10 AM EST on November 12.
• US and Lebanese Government
Efforts to Disarm Hezbollah: The
United States reportedly gave the Lebanese government a list of economic and
security demands aimed at further degrading Hezbollah during a recent US
Treasury Department delegation’s visit to Beirut on November 9. The United
States reportedly gave Lebanon a 60-day deadline to fulfill at least some of
these demands. Hezbollah would likely use any delay in the Lebanese
government’s implementation of the US demands to reconstitute some of its
capabilities.
• Iranian Reflections on the
Israel-Iran War: Iranian
Passive Defense Organization head Brigadier General Gholam Reza Jalali sought
to shift blame for Iran’s defensive failures during the Israel-Iran War onto
government institutions in an interview on November 8. Jalali stated that Iran
has prioritized rapid development over security considerations in recent years,
which has exacerbated Iran’s security vulnerabilities.
ISRAEL
The U.S. in Israel. The United States plans to build a
military base in Israel along the border with the Gaza Strip, according to Ynet
news. It will house several thousand American troops who will be tasked with
maintaining the ceasefire in the region. The base – which is reportedly the
result of a negotiated agreement between the U.S. and Israel – is expected to
cost half a billion dollars. Some experts note this decision violates
traditional Israeli policy that limits international intervention in the region.
TURKEY IN ISRAEL?
Turkey deploys? Turkey is preparing to deploy
approximately 2,000 troops to the Gaza Strip without U.S. approval and without
consent from Israel, the Middle East Eye reported. If it goes through, the
deployment will be part of the international stabilization force meant to keep
the peace after the Israel-Hamas war.
SYRIASLY?
America’s newest ally? Following a meeting with U.S. President
Donald Trump, Syrian President Ahmed al-Sharaa said bilateral relations have
entered a new era and Syria is now a geopolitical ally in which U.S. companies
can invest. Within a week of the president’s return, the government in Damascus
is expected to hold a new round of talks with the Syrian Democratic Forces on
how to incorporate its military leaders (and Kurdish forces) into the new
government. The U.S. is expected to participate in the talks.
Note: We must have bought Ahmad
al-Sharaa, and own him as an asset via “the company.” Only way this makes sense
to me. I can roll with that.
Force majeure in Iraq. Russian energy giant Lukoil has
declared force majeure at the Iraqi oil field of West Qurna-2. (Invoking force
majeure releases certain parties from fulfilling their contractual obligations
due to unforeseen circumstances.) The declaration follows the imposition of
U.S. sanctions, which forced Baghdad to halt all payments to Lukoil. If the
situation is not resolved within six months, Lukoil will cease production and
completely withdraw from the project.
IRAN’S OIL
Iranian crude boom. In September, Iran's crude oil exports
rose to more than 2 million barrels per day according to tanker tracking
company TankerTrackers. This is the highest level of crude oil exports since
2018, indicating an increase in supplies despite U.S. sanctions.
GLOBAL SITREP
CHINA & RARE EARTHS
China (sort of) honors its promise. China is developing a new
"verified end user" system that would allow Beijing to issue rare
earth export licenses to civilian firms while excluding those with ties to the
U.S. military. Sources familiar with the plan say the system will allow China
to fulfill its obligations to facilitate the export of rare earths to the U.S.
without giving American defense contractors a leg up in the industry.
TURKEY IN AFRICA
African extraction. Turkey has officially inaugurated its
first foreign state-backed mining venture in Niger that will extract gold and
expand Ankara’s global footprint. Elsewhere, the military junta in Guinea has
brought online the world’s largest iron ore mine — a project 30 years in the
making. The mine will be operated by Chinese-Singaporean Winning Consortium
Simandou and is set to provide a significant boost to Chinese stocks of iron
ore and steel. The new mine will have a significant impact on global supplies
of iron ore and challenge Australia’s market dominance.
KHAZAKSTAN
Kazakhstan warms to Russia. The night before his visit to Russia,
Kazakh President Kassym-Jomart Tokayev published an article praising all the
interests his country shares with Russia, noting in particular the importance
of their strategic partnership as the backbone of Eurasian security. The
article also said Russia and Kazakhstan plan to sign an agreement that puts
bilateral ties on the level of a comprehensive strategic partnership and
alliance.
CHINA & MOROCCO
China and Morocco. More than 170 companies from China’s
Hunan province – mostly firms in industrial equipment manufacturing,
automobiles, electronics, renewable energy, biotechnology, construction and
agricultural technologies – met with Moroccan businessmen representing
companies in food industries, construction materials, textiles, logistics and
consulting services. The event was meant to enhance bilateral economic ties and
explore new opportunities for trade and investment.
THAILAND & CAMBODIA
Tensions in Southeast Asia. The Thai government said it would
suspend implementation of an expanded ceasefire agreement with Cambodia signed
last month in the presence of U.S. President Donald Trump. Tensions between
Bangkok and Phnom Penh escalated after four Thai soldiers were injured in a
mine explosion on Nov. 10. The Thai military accused Cambodia of planting
landmines. The Cambodian government denied the accusation.
NEW DELHI AT THE KREMLIN
India and Russia. A delegation of Indian exporters is set
to visit Russia as part of New Delhi’s efforts to expand into new export
markets following U.S. President Donald Trump’s sharp tariff increases. The
delegation will include more than 20 representatives from the machinery and
tools sectors, which together account for nearly one-fifth of India’s total
goods exports. The head of the delegation noted that India’s machinery exports
to Russia are expected to reach $1.75 billion this year. Meanwhile, India’s
machinery exports to the U.S. dropped 9.4 percent year-on-year in September to
$1.4 billion, with total exports to the U.S. falling to $5.4 billion from $6.9
billion in August.
Pray.
Train.
Stay informed.
Build resilient communities.
— END REPORT
GRAY ZONE
BRIEF 11 NOVEMBER 2025
HAPPY
VETERANS DAY!!!
MIDDLE
EAST SITREP
Key
Takeaways:
• Syria-US Relations: Syrian President Ahmed al Shara met with
US President Donald Trump at the White House on November 10. Shara’s visit
marked the first visit of any Syrian president to the White House.
• US Efforts to Disarm Hezbollah:
The United States is
attempting to disrupt Iran’s financial support to Hezbollah as part of an
effort to pressure the group to disarm. Israel’s recent military operations in
Lebanon align with the United States’ effort to curb Iranian support for
Hezbollah.
• Iranian-backed Iraqi Militia
Posture: An unidentified
Iraqi official told a Kurdish journalist on November 10 that all Iranian-backed
Iraqi militias with political wings in the Shia Coordination Framework are
“demanding” that US forces remain in Iraq. It is unclear why Iranian-backed
Iraqi militias would support US forces retaining a presence in Iraq, given that
the removal of US forces from the Middle East is a long-standing objective
shared by Iran and Iranian-backed Iraqi militias.
IRAN’S GAS
& WATER CRISIS
Iran is
facing water and gas shortages that could lead to internal instability.
The Tehran
area is facing an unprecedented water shortage crisis due to prolonged drought,
overconsumption, and government mismanagement.
The Iranian
Energy Ministry-owned Water Research Institute stated on November 7 that Tehran
must prepare for a crisis after the city received no rainfall in both October
and November, despite normally receiving 50–60 millimeters during these months.
This drought
has caused Tehran’s reservoir volume to drop to about 250 million cubic meters,
compared to around 490 million cubic meters in the last Persian calendar
year.
Iranian
President Masoud Pezeshkian warned on November 7 that Tehran may ration water
in December if rain does not fall and that individuals may have to evacuate
Tehran if the water shortage persists.
Iranian
Energy Minister Abbas Aliabadi announced on November 9 that water suppliers may
cut water in some areas of Tehran if the water shortage continues and advised
Iranians to install home water storage systems in preparation.
An Iranian
water industry official stated on November 9 that water pressure would be
lowered during the night to allow cities to refill their reservoirs.
The water
shortage crisis demonstrates the Iranian regime’s inability to address the
needs of its citizens and could potentially trigger unrest.
Iran is also
facing a gasoline crisis that could contribute to internal instability.
Pezeshkian said on October 23 that gasoline prices may "have to” rise.
An Iranian
parliamentarian claimed on November 8 that Iran has run out of money in its
budget to import gasoline. Iranian parliamentarians sent a letter to Pezeshkian
on November 10 urging him to address the worsening gasoline crisis.
The letter
highlighted that Iran’s domestic gasoline production falls short by 20 million
liters daily, which forces the Iranian regime to buy costly imports.
These imports
subsequently strain the Iranian budget and worsen inflation. An increase in gas
prices previously sparked protests in Iran in 2019.
SYRIA
**Syria
carried out pre-emptive operations against Islamic State cells** - Syrian
security forces launched nationwide raids targeting Islamic State cells,
arresting 71 suspects and seizing weapons and explosives, according to the
Interior Ministry. The operations preceded President Ahmed al-Sharaa’s visit to
Washington, where he met with U.S. President Donald Trump and discussed joining
the U.S.-led anti-ISIS coalition. The crackdown came as Washington is
considering establishing a military presence at a Damascus airbase to support a
regional security pact involving Syria and Israel. U.S. officials have not yet
commented on the reported coordination efforts.
ISRAEL
& GAZA
Gaza
update. Hamas fighters
trapped in the Rafah area of Gaza will not surrender to “the enemy,” Hamas’
armed wing said in a statement. It also said Israel bears “full responsibility”
for clashes that have erupted in Rafah since a ceasefire took effect last
month. The deputy secretary-general of Palestinian militant group Islamic Jihad
likewise said any plan to disarm groups in Gaza like Hamas is “doomed to fail.”
Meanwhile, an Israeli government spokesperson said at a briefing that Israel
opposes the participation of Turkish troops in the international stabilization
force being established in Gaza.
LEBANON
Israel on
Hezbollah. Israeli
authorities have warned the Lebanese government, through U.S. mediaries, that
its efforts to subdue Hezbollah are insufficient. Israel has attacked more than
two dozen targets in southern Lebanon over the past month. Israel has also
informed U.S. authorities that Hezbollah has smuggled hundreds of missiles from
Syria to Lebanon in recent weeks, despite the Lebanese government’s decision to
disarm the organization. The U.S. Treasury Department said Iran has funneled at
least $1 billion to Hezbollah this year.
IRAN &
PAKISTAN
Regional
mediation. Iranian
Foreign Minister Abbas Araghchi spoke by phone with his Pakistani counterpart
about bilateral and regional cooperation. Araghchi expressed concern about
recent tensions between Pakistan and Afghanistan and his country’s readiness to
assist with his Afghan counterpart, who emphasized Kabul’s commitment to
resolving its differences with Pakistan through dialogue. Turkish President
Recep Tayyip Erdogan said his country was also willing to help mediate peace
between the two countries. The Turkish foreign and defense ministers and the
head of Turkish intelligence are expected to visit Pakistan next week.
IRAN &
RUSSIA
International
shipping. Iran and
Russia have agreed to establish a joint maritime shipping consortium, Iran’s
ambassador to Moscow announced The decision was the result of talks in
Makhachkala last week involving representatives of the governments and major
companies from both countries. The goal of the consortium is to develop trade,
transportation and transit.
EGYPT
Russia and
Egypt. Russian Security
Council Secretary Sergey Shoigu arrived in Egypt for talks with the country’s
top political and military leaders. During his visit, Shoigu will meet with
Egyptian President Abdel Fattah el-Sissi, the national security adviser and the
minister of defense and military industry to discuss trade, economics, energy
and food security.
GLOBAL
SITREP
U.S. &
CHINA
U.S. and
China. The U.S. has
suspended its investigation into the Chinese shipbuilding industry, China’s
Ministry of Transport announced. The probe, initiated in April 2024, concerned
China’s “unfair practices” that Washington said were aimed at dominating global
shipbuilding. Meanwhile, Reuters reported that FBI chief Kash Patel visited
China last Friday to discuss the fentanyl issue.
RUSSIAN
NUCLEAR TESTING
Nuclear
matters. Work has begun
to implement Russian President Vladimir Putin’s order to study the possibility
of resuming nuclear testing, Foreign Minister Sergey Lavrov said. He also noted
that Moscow has not received any clarification from Washington on U.S. President
Donald Trump’s recent statement about conducting new nuclear tests.
AZERBAIJAN,
TURKEY & PAKISTAN
Trilateral
meeting. The leaders of
Azerbaijan, Turkey and Pakistan held in Baku over the weekend. They discussed
cooperation on political, economic, military, cultural and humanitarian
matters.
RUSSIA
& INDIA
Russian
labor gap. Moscow and
New Delhi are working on an agreement aimed at increasing the number of Indian
workers employed in Russia, the Economic Times reported. They’re expected to
reach a final deal during Russian President Vladimir Putin’s December visit to
New Delhi. The two countries’ labor ministers also discussed the matter during
a meeting in Doha on Nov. 5. Russia’s 2025 quota for Indian workers is 71,800,
most of whom are employed in the construction and textiles sectors.
AZERBAIJAN
& CHINA
Beefing up
defenses. Azerbaijan has
reportedly acquired Chinese HQ-9BE air defense systems. Images taken ahead of
the country’s military parade in Baku, marking the anniversary of its victory
in the 2020 Nagorno-Karabakh war with Armenia, showed the systems participating
in the celebrations. Azerbaijan would be the first country in the South
Caucasus to acquire them from China.
GZB
INFOCUS: The Global Cost of Living 2025
Key
Takeaways:
• Numbeo’s Global Cost of Living
Index measures the price of goods, services, and rent relative to New York City
(baseline of 100).
• Traditional wealth hubs like Switzerland
and Singapore are the most expensive, while South Asian nations like India,
Pakistan, and Bangladesh are the cheapest.
How does the
cost of living differ around the world?
To find out,
we visualized the results of Numbeo’s Cost of Living Index, which measures the
price of goods, services, and rent relative to New York City (baseline of
100).
If a country
has a value of 80, for example, it indicates that prices are 20% lower than
they are in New York City.
The
World’s Most Expensive Countries
At the top of
the ranking sits the Cayman Islands (94.3). Its economy is driven by
offshore finance, tourism, and real estate—all industries that attract wealthy
residents and investors.
Switzerland (82.3) and Singapore (80.9)
follow close behind, a reflection of their developed economies, high wages, and
premium real estate markets.
European
nations are also common in the top 20, with Iceland, Ireland, and
Norwayall appearing among the most expensive. These countries tend to
offer high standards of living but also face the trade-off of elevated consumer
prices.
The
World’s Most Affordable Nations
At the other
end of the spectrum, Pakistan(11.3), Libya (11.3), and Afghanistan
(11.6) have the world’s lowest cost of living scores.
Much of South
Asia, including India (12.8) and Bangladesh (13.0), also see
prices that are roughly one-eighth of those in New York City. Both of these
countries have massive young populations and relatively low wages, which keeps
the cost of labor and services down.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END
REPORT
See More
GRAY ZONE BRIEF 10 NOVEMBER 2025
DOMESTIC SITREP
HAPPY BIRTHDAY MARINES!!!
(250 Years of Honor, Courage & Commitment)
U.S. DRONES FOR NATO
**A new system to identify and take down Russian drones is
being deployed to NATO’s eastern flank** - In response to multiple incursions
into NATO airspace allegedly by Russian drones, Poland and Romania are rolling
out the U.S.-developed Merops system, which uses artificial intelligence and
interceptor drones to detect and neutralize threats. Denmark is also acquiring
the technology as part of a broader effort to strengthen the alliance’s eastern
border against a rising hybrid-warfare threat.
CONGRESSIONAL OFFICE HACKED
**U.S. Congressional Budget Office Confirms Hack **- The
Congressional Budget Office disclosed a cybersecurity breach that potentially
exposed sensitive budget-analysis data used by lawmakers. The agency said it
has contained the incident, implemented enhanced security measures and is
investigating the cause. It did not confirm whether a foreign actor was
involved, though some reports suggest this possibility. The breach raises
concerns about the integrity of congressional decision-making processes.
GLOBAL SITREP
NEW CHINESE AIRCRAFT CARRIER
**China’s New Aircraft Carrier Signals Naval Ambitions **-
China has officially commissioned its newest and most advanced aircraft
carrier, the Fujian, marking a major step toward challenging U.S. naval power
and modernizing its military. Presided over by President Xi Jinping on Hainan
Island on Wednesday, the ceremony highlighted the carrier’s electromagnetic
catapult system, a first for China, and similar to that on America’s USS Gerald
R. Ford. The Fujian—China’s third carrier and first of near-U.S. scale—displaces
over 80,000 tons when fully loaded, and enhances Beijing’s ability to project
power. Analysts say it could be used to pressure Taiwan or assert dominance in
the South China Sea, though China still faces technological and operational
hurdles before matching American carrier capabilities. Beijing is already
working on the construction of its fourth carrier.
SOMALI PIRATES
**Somalia: Pirates board fuel tanker, crew reported safe
**- Somali pirates boarded the Malta-flagged Hellas Aphrodite on Thursday,
marking the first successful hijacking of a commercial vessel off Somalia in
more than a year. The attackers, armed with machine guns and rocket-propelled
grenades, targeted the tanker as it traveled from India to South Africa. All 24
crew members secured themselves in the ship’s citadel and were later confirmed
safe. Maritime officials warned of a piracy resurgence amid reduced naval
patrols and regional instability. An EU warship from Operation Atalanta is
responding to the incident.
SUDAN
**Sudan’s paramilitary group agrees on truce proposed by
US-led mediator group **- Sudan’s Rapid Support Forces agreed to a three-month
humanitarian ceasefire proposed by the United States, Saudi Arabia, Egypt, and
the United Arab Emirates, signaling willingness to begin broader peace talks.
The announcement follows the RSF’s capture of el-Fasher, where reports of mass
killings and suspected mass graves have emerged. Sudan’s army has not accepted
the truce, demanding RSF withdrawals from key cities. Humanitarian agencies
warn famine and displacement are worsening amid the ongoing conflict.
SUDAN’S RSF LABELED AS TERRORISTS
**Sudanese prime minister calls for RSF to be labelled
‘terrorist’ group** - Sudanese Prime Minister Kamil Idris urged the
international community to designate the Rapid Support Forces as a terrorist
organization, warning that their actions threaten not only Sudan but the
stability of Africa and beyond. In an interview with Al Jazeera, Idris
condemned the RSF as “mercenaries and rebel militias” responsible for
“unprecedented crimes,” including mass killings in Darfur’s el-Fasher. He
described the army’s retreat from the city as a tactical move and dismissed
reports of famine, insisting Sudan’s military remains capable of reclaiming
territory.
UKRAINE UPDATE (as of November 8, 2025)
Key Takeaways:
1. The rate of Russian advances in the Pokrovsk direction
has temporarily slowed but will likely increase again in the coming days as
Russian forces extend logistics and bring reinforcements in the area.
2. Russia launched over 500 drones and missiles at Ukraine
overnight on November 7 to 8 as it continues its long-range strike campaign
against critical Ukrainian energy infrastructure ahead of winter 2025-2026.
3. Russian President Vladimir Putin appointed Southern
Military District (SMD) Commander Colonel General Alexander Sanchik as Deputy
Minister of Defense for Logistics on November 8.
4. Ukrainian President Volodymyr Zelensky appointed Colonel
Yuriy Cherevashenko as the commander of Ukraine’s Unmanned Air Defense Systems
service on November 7.
5. Russian forces advanced near Pokrovsk.
GZB INFOCUS: OCTOBER ELECTIONS IN AFRICA
October in Africa was rich in elections. In particular:
Cameroon (October 12), Côte d’Ivoire (October 25), and Tanzania (October 29).
All three cases could be described as races with a predetermined result.
First, in all three countries, the main opposition
candidates were barred from participating. In Cameroon, the application of the
main opposition candidate Maurice Kamto was rejected due to an alleged double
nomination from the same MANIDEM party. Instead, the main rival to the world’s
longest-serving president, Paul Biya (43 years in power!), was his former ally
Issa Tchiroma Bakary.
In Côte d’Ivoire, Tidjane Thiam from the Democratic Party
of Côte d’Ivoire was disqualified over citizenship issues – he took French
citizenship 40 years ago, and right before the election, the country’s court
ruled that he had lost his Ivorian citizenship upon acquiring the French one,
and thus couldn’t run.
In Tanzania, the main opposition leader Tundu Lissu was
imprisoned in the spring on charges of treason.
Another common feature – once the main opposition
candidates were removed, opposition parties did not rally behind alternative
contenders.
As a result, all three leaders – Paul Biya in Cameroon,
Alassane Ouattara in Côte d’Ivoire, and Samia Suluhu Hassan in Tanzania –
remained in power. For Ouattara, this is his fourth term; for Biya, the eighth;
and for Suluhu Hassan, the first official one. She became president after the
death of John Magufuli, nicknamed “the Bulldozer,” either for his pace of
infrastructure projects or for his way of dealing with opponents.
When Suluhu Hassan came to power in 2021, she took several
steps toward improving the political climate – unblocking media outlets and
releasing political prisoners. There was real hope for democratization in
Tanzania. As the elections showed, those hopes were largely misplaced. An
interesting episode: a few weeks before the elections, several media outlets
were banned for airing a video allegedly insulting the president – it showed
stories of people disappearing in the country.
Finally, the post-election situation. The calmest was in
Côte d’Ivoire, where all candidates conceded defeat. In Cameroon, Issa Tchiroma
Bakary claims he won the election and is now in hiding (reports of his arrest
yesterday remain unconfirmed), while protests continue. In Tanzania, protests
erupted with a horrifying death toll – around 800, according to the opposition
(the UN reports 10, Amnesty International around 100).
That’s how October 2025 looked in Africa – and don’t forget
about the coup in Madagascar and the protests in Morocco. There’s also a
growing fuel shortage crisis in pro-Russian Mali that may soon lead to unrest –
but that’s for another post.
—MOD
(Martha Olniynyk-D’omochko, Ukrainian Analyst contributed
this to GRAY ZONE BRIEF.)
*Note: I spoke with Martha on a mutually used platform
today about what her focus and research has been lately.
Our conversation was about something deeply serious — how
Russia is recruiting Africans to fight in its war.
It’s an important topic to shed light on — exposing the
deceptive nature of Russia’s policy in Africa and its attempts to exploit not
only natural and political resources but also human lives.
Behind promises of “$2,000 salaries” lies the grim reality
of being sent to the frontlines against one’s will. Behind words of
“friendship” and “support” hides a desire to extract as much as possible from
African nations.
Here are some Key Takeaways from GZB’s research:
• Recruitment tactics: Russia uses social media and local
agents to target young, vulnerable people in Africa, often in countries with
high unemployment rates. Recruits have reported being manipulated or forced to
sign contracts in Russian, a language they don't understand, and having their
passports confiscated.
• Numbers: Ukraine's Foreign Minister stated that over
1,400 people from 36 African nations are known to be fighting for Russia, often
in "suicidal" military contracts. The exact number is difficult to
determine due to a lack of transparency from African governments and Russia.
• Consequences: There have been reports of African
nationals being killed or captured as prisoners of war. Some South African
citizens trapped in the Donbas region have issued distress calls for help to
return home.
• Government response: African governments, including South
Africa and Kenya, have warned their citizens about these deceptive recruitment
tactics and are working through diplomatic channels to investigate and secure
the return of their nationals.
• Other roles: Beyond frontline fighters, some African
women have been tricked into working in Russian drone factories under the guise
of hospitality or catering jobs.
GZB INFOCUS PART TWO: THE AFRICA - RUSSIA CONNECTION
BLUF: The Africa-Ukraine connection is central to
understanding what is happening in Europe now.
The Afrika Corps”, now know and are getting more aggressive
across Africa, fomenting coups, taking control of valuable assets and cash
flows to finance their operations in Europe. As the former “Chef” Progozin,
once put it, Wagner is making Africa “safer for freedom.”
They are also increasingly gathering recruits from Africa
and organizing more weaponization of refugees.
Africa is the source of the cash and resources that allow
Russia to expand its operations beyond Ukraine into neighboring locations,
including the borderlands of Poland, Lithuania, Moldova, and Romania gets
control of a wide range of African nations by installing new leaders through
coups, or aligning through military agreements, they get access to immense cash
flows that no Western sanctions regime can touch.
Russia’s Afrika Corps is now very focused on Africa
and behind the new leadership in Niger, Mali, Burkina Faso, Chad. Notice
that Russia is also working closely with opponents of the current leadership
in Sudan and Libya with many African leaders in places like
the Central African Republic. Included in this GZB is a map of the various
African nations that have signed military agreements with Russia.
Russia has been deepening its commercial ties with North
Africa, too, most recently offering to help create and support a North African
Free Trade area. Right after the Africa-Russia Summit a few years ago (the
second one), President Putin apparently called a Cabinet meeting. It’s reported
that “Russia and four North African countries — Algeria, Egypt, Morocco and
Tunisia — were working on a free trade area that would be integrated into the
Eurasian Economic Union, an economic bloc comprising Russia, Armenia, Belarus,
Kazakhstan, and Kyrgyzstan.”
Notice Wagner’s (Africa Corps) focus on the African nations
that have Mediterranean shores.
How do the assets gathered in these red nations on the map
above make their way back to Russia? Via the Mediterranean and Crimea or the
Mediterranean and overland via Syria and Turkey.
All these routes converge on The Black Sea, which is now
between NATO and Russia, especially since the breakdown of the Black Sea
Grain Initiative.
To remind everyone, that deal had permitted some 33 million
metric tons of food through Ukrainian ports, in spite of the war, according to
the UN. Russia was blockading the Black Sea ostensibly to stop supplies
and weapons from reaching Ukraine but also to ensure the safe passage of
supplies and weapons to Russia.
GZB INFOCUS PART THREE:
Pragmatism Beyond Divides: Central Asian Countries and
Afghanistan
Since 2022, the Central Asian states (Kazakhstan,
Uzbekistan, Turkmenistan, Tajikistan, and Kyrgyzstan) have been reevaluating
their policies towards Afghanistan. They no longer perceive it primarily as a
threat to regional security and stability, but rather as an important partner
with whom they are ready to pursue a constructive policy. Cooperation with
Kabul is deepening in the areas of energy, trade, infrastructure, and
transport.
The countries of the region are also offering humanitarian
aid.
The policy towards their southern neighbor is a
manifestation of the diversification of the foreign and economic policies of
the Central Asian states and their greater openness to cooperation with
regional partners. Afghanistan is significant in this context, as it could
potentially serve as a gateway to South Asian markets for this part of the
world, which would reduce the influence of China and Russia on Central Asian
economies. Therefore, the relations between the Central Asian states and Kabul
are pragmatic in nature, and in the future, they are likely to further
political and diplomatic rapprochement, including recognition of the Afghan
authorities.
Regional Strategy for Afghanistan
Maintaining good or satisfactory relations with the
government in Kabul is a priority for Kazakhstan, Kyrgyzstan, Tajikistan,
Turkmenistan, and Uzbekistan. They are currently working to develop a joint
strategy in this regard. These countries were among the first to establish
relations with the Taliban, who have been internationally isolated since they
seized power in 2021. The process of normalizing relations accelerated
particularly after the Russian invasion of Ukraine in 2022. Following this
event, the Central Asian states began to diversify their foreign relations and
devote greater attention to regional integration.
The year 2024 proved particularly significant, as the first
ambassador to the region from the Islamic Emirate of Afghanistan (IEA) arrived
in Uzbekistan, and subsequent Central Asian states removed the Taliban from
terrorist lists. In recent years, Central Asian leaders have discussed the
Afghan issue both at consultative meetings of the five presidents and in the
presence of actors from outside the region. On August 26, the first meeting of
the Central Asian Special Representatives for Afghanistan took place in
Tashkent (Turkmenistan was absent), during which the parties set the goal of
developing a common policy towards Kabul.
Areas of Cooperation
None of the Central Asian countries officially recognizes
the Taliban's rule, but most have established political and diplomatic
relations with them. Uzbekistan is the most involved, with its policies
constituting de facto recognition of the regime without de jure recognition. In
August 2024, Uzbekistan's Prime Minister Abdulla Aripov visited Kabul (he
remains the highest-ranking politician in his position to make such a visit
since the Taliban seized power). Since September 2024, an official IEA ambassador
has been resident in Tashkent, a rare occurrence for an officially unrecognized
state. Due to close diplomatic cooperation, it can be expected that Uzbekistan
will be the first Central Asian country to formally recognize the Taliban.
Furthermore, partnership in energy matters is crucial. One
of Turkmenistan's primary goals is the development of the TAPI gas pipeline,
which will connect the Galkynysh fields with Herat, and potentially – via
Afghan territory – with Pakistan and India. On October 20, Gurbanguly
Berdimuhamedow, former president and informally still the country's most
important politician, visited Afghanistan to assess the progress of the new
phase of TAPI construction. His visit demonstrates that developing relations with
that country (especially with regard to the pipeline under construction, a
flagship project of the government in Ashgabat) is a priority for Turkmenistan.
Furthermore, Afghanistan is a significant consumer of Turkmen electricity (in
2024, 1.8 billion kWh was declared).
Other countries also benefit from energy cooperation with
Kabul – Kyrgyzstan and Tajikistan export electricity to Afghanistan. Water
management is also crucial – in May, Afghanistan signed an agreement with
Uzbekistan on joint management of the Amu Darya waters. This was a significant
step in the development of relations between Kabul and Tashkent. Previously,
the construction of the Afghan Kos Tepa Canal, draining water from the Amu
Darya, had raised concerns in Uzbekistan due to threats to agriculture.
Prospects and External Constraints
Asian countries are strengthening their relations with the
IEA, primarily with concerns about cooperation in the areas of transport and
energy, which allows for the diversification of policy and oversight. However,
this is likely subject to diplomatic rapprochement and official acceptance by
the Taliban government, particularly if an attack on Uzbekistan occurs and the
country adopts a separate strategy towards Afghanistan and a easing of
Afghan-Tajik relations.
The development of a Central Asian strategy towards the IEA
will depend on two external factors. The first is the Afghan-Pakistani tension.
Relations between Afghanistan and Pakistan were tense both before and after the
Taliban's takeover, leading to the outbreak of conflict on October 9th,
directly sparked by accusations that Afghanistan harbored the Pakistani Taliban
(TTP) in its territory. On October 19th, the parties agreed to a ceasefire, but
the situation remains unstable, and peace talks have failed. The fragile
ceasefire between Kabul and Islamabad may prove insufficient for the Central
Asian states to implement their plans for transport and energy routes leading
to the south of the continent. Turkmenistan's ambitions are primarily at risk,
as it considers the development of the TAPI gas pipeline crucial, as it depends
on peace on the Afghan-Pakistani border. Berdimuhamedow's visit to Afghanistan
shortly after the signing of the ceasefire can therefore be seen as a method by
which Ashgabat secures its own interests.
The second factor influencing the region's strategy towards
Kabul is Russia, which has established official relations with the Taliban and
recognized their government. Although Central Asian states also strive to
normalize relations with Afghanistan, regional initiatives that do not involve
Moscow, such as the C5+1 formats and attempts at intraregional integration, run
counter to the interests of the Russian Federation, which seeks to maintain its
dominant position in this part of the world. Therefore, Russia is not
interested in Central Asian states developing an independent strategy towards
Kabul and seeks to coordinate their policies with it in this regard.
(Daria Zielinska, Analyst from the Centre for Eastern
Studies, Poland contributed to this GZB INFOCUS.)
Pray.
Train.
Stay informed.
Build resilient communities.
(Jay Gismondi is from the USA, CEO & Founder of GRAY
ZONE BRIEF, and S2 Leader for Team ACSD.)
—END REPORT
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GRAY ZONE BRIEF 8 NOVEMBER 2025
THE WORSENING OIL GLUT
Brent crude will fall to its lowest
level in five years in 2026, according to World Bank forecasts.
The World Bank predicts a widening
imbalance between supply and demand in the energy market in 2026. Rising oil
output, particularly from OPEC+ countries that are gradually restoring
production volumes previously withdrawn under voluntary cuts, could exacerbate
the glut and place additional downward pressure on prices. However, there is
little reason to expect that rising supply will be met with equivalent demand.
Global economic growth remains slower than expected, constrained by trade
tensions and political uncertainty. China, a key energy consumer, is still
experiencing a slowdown in purchasing, keeping demand subdued.
The World Bank expects this imbalance
to further depress energy prices and forecasts that Brent crude will fall to
its lowest level in five years in 2026. Many governments see lower energy
prices as a tool to curb inflation and sustain economic growth and social
stability – ongoing challenges for most economies. Yet, factors beyond supply
and demand are increasingly influencing price dynamics. Uncertainty in trade
policy and rising logistics costs could significantly affect market conditions.
Continued geopolitical tensions and conflicts – along with expanded sanctions
on one of the world’s largest energy producers, Russia, and the difficulty of
quickly replacing Russian exports – could push oil prices above baseline
forecasts.
MIDDLE EAST SITREP
Key Takeaways:
• Iranian Entrenchment in Iraq: The
Shia Coordination Framework is reportedly considering integrating six
Iranian-backed Iraqi militias into the Iraqi state to meet US demands to disarm
the militias while preserving the militias’ political influence. Five of the
six militias reportedly agreed to the Shia Coordination Framework’s plan,
likely, in part, to preserve their existing networks and political influence.
Integrating Iranian-backed Iraqi militias into the PMF could further facilitate
Iran’s state capture over the Iraqi state by granting the militias access to
state resources and political institutions.
• PRC-Syria Relations: The PRC
abstained from a UN Security Council vote on November 6 to lift sanctions on
Syrian President Ahmed al Shara and Interior Minister Anas Khattab, likely due
to PRC concerns over Uyghur fighters operating in Syria. The PRC’s UN
Ambassador, Fu Cong, called on the Syrian transitional government to take
further steps to combat “terrorism.” PRC officials have repeatedly voiced
concern over the Syrian transitional government’s appointment of Uyghurs
associated with the Turkistan Islamic Party to high ranks within the Syrian
army.
• Hezbollah Disarmament: Israeli
defense sources claimed on November 7 that the Lebanese Armed Forces (LAF) has
occasionally been aware of or “cooperated with” Hezbollah in its efforts to
reconstitute. This report comes amid international concern, particularly from
Israel, the United States, and Saudi Arabia, over the LAF’s limited progress in
disarming Hezbollah.
GLOBAL SITREP
PYONGYANG & THE KREMLIN
Russia and North Korea. A delegation
of Russian defense officials, led by the deputy defense minister, held talks on
Thursday with North Korea’s defense minister. On Wednesday, the Russian
representatives met with members of the North Korean military’s General
Political Bureau to discuss strengthening cooperation, exchanges and
coordination. Earlier this week, South Korea’s National Intelligence Service
said about 10,000 North Korean troops are currently deployed in Russia
performing “security duties,” while another 1,000 engineers were deployed to
remove landmines.
AFRICA
Uranium from Africa. French
authorities have reportedly been notified that Russia’s state nuclear energy
corporation, Rosatom, may have signed a deal with Niger’s military junta to
acquire 1,000 tons of unenriched uranium concentrate. French firm Orano produced
the supplies at its former Arlit mine in northern Niger before the junta
revoked its license to operate in 2024. Rosatom is reportedly working with
Nigerien authorities to transport the uranium to Togo’s Lome port by the end of
this month for shipment to Russia.
AMERIKASTAN UPDATE
U.S. and Central Asia. The heads of
state of the five Central Asian countries met in Washington with U.S. President
Donald Trump. They discussed transport, communications and energy projects
linking Central Asia with the South Caucasus and Europe. Creation of an
investment and trade coordination council, as well as a Central Asian
investment partnership fund, was proposed. They also discussed coordinating
efforts on the exploration, production and advanced processing of critical
minerals.
U.S. & MYFAVORITESTAN
More details. During the summit, Uzbek
companies and government agencies signed a number of agreements with U.S.
firms. According to Trump, Uzbekistan will purchase goods and make investments
worth nearly $35 billion over the next three years and more than $100 billion
over the next 10 years. Likewise, Kazakhstan signed $17 billion worth of
commercial agreements with the United States during the visit.
KAZAKHSTAN
Newest signatory. Trump and the
president of Kazakhstan also spoke by phone from the White House with Israeli
Prime Minister Benjamin Netanyahu about Kazakhstan’s intention to join the
Abraham Accords. Kazakhstan, which has had diplomatic relations with Israel for
many years, would be the fifth Muslim-majority country to sign on to the
declaration.
JAPAN & CHINA
Easing tensions. Japan has resumed
seafood exports to China for the first time since Beijing banned the products
in 2023 over the release of treated radioactive wastewater from the defunct
Fukushima nuclear plant. China is also set to resume beef imports from Japan,
which were halted following an outbreak of mad cow disease in 2001.
NORTH & SOUTH KOREA
Pyongyang's response. North Korea
launched a suspected short-range ballistic missile toward the East Sea (also
known as the Sea of Japan) on Friday, South Korea’s military said. The move
came days after the U.S. imposed sanctions on eight North Koreans and two North
Korean entities over cybercrime-related money laundering.
Pray.
Train.
Stay informed.
Build resilient communities.
— END REPORT
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GRAY ZONE BRIEF 7 NOVEMBER 2025
MIDDLE EAST SITREP
• US Military Presence in
Syria: The United States reportedly plans to establish a military presence
at an unspecified airbase in Damascus to enable a security agreement between
Israel and Syria. The Syrian Foreign Ministry denied these claims on November
6, however.
• Iranian Oil Exports: Iran’s
annual oil revenues have significantly decreased, which will likely worsen
Iran’s ongoing economic issues amid international sanctions and provide the
government with less revenue to carry out its initiatives. Lower oil revenues
may cause Iran to reallocate its oil revenues to military expenditures to
replace defense systems that Israel destroyed in June 2025, thus decreasing
Iran’s ability to invest in other domestic projects.
• Iraqi Elections: Iranian-backed
Iraqi militia Kataib Hezbollah Secretary General Abu Hussein al Hamidawi
claimed on November 6 that the Shia Coordination Framework will form the next
Iraqi government after the parliamentary elections on November 11, despite
ongoing divisions between the coalition’s parties.
•. Iranian influence. Iran is
reportedly shifting its approach to maintaining influence in Iraq. It’s pushing
some of its allied armed factions in the country to integrate into Iraqi
politics and institutions ahead of parliamentary elections next week. The
change in strategy comes as Iraqi Prime Minister Mohammed Shia al-Sudani is
seeking a second term without relying on support from influential
Iranian-backed figures in a Shiite umbrella group called the Coordination
Framework who facilitated his initial rise.
• Hezbollah
Disarmament: Hezbollah called negotiations with Israel the result of
“aggressive blackmail” in a November 6 letter to Lebanese officials.
Hezbollah’s letter may be in response to a reported Israeli effort to pressure
the Lebanese government to disarm the group.
•. Rule of engagement. Israeli Defense
Minister Israel Katz has instructed the Israel Defense Forces to turn part of
the border with Egypt into a closed military zone over concerns about weapons
smuggling. He also said the rules of engagement would be changing to allow the
targeting of any unauthorized entry into the restricted area, including by
drone operators and smugglers.
•. Turkey and Hamas. The head of
Turkey’s MIT intelligence agency, Ibrahim Kalin, met in Istanbul with Hamas’
chief international negotiator, Khalil Al-Hayya. They discussed Hamas’
ceasefire agreement with Israel, the challenges that lie ahead and the next
phase of the plan.
•. New railway. The chairman of Iran
Railways and India’s ambassador to Tehran held talks on a rail link currently
under construction between Afghanistan and India via Iran’s Chabahar Port. The
route would significantly reduce the delivery time for cargo shipments and
strengthen regional trade connectivity, they said. It's expected to be
completed in six months and operational three months after that.
GLOBAL SITREP
Azerbaijan's connections. Azerbaijani
President Ilham Aliyev met with a delegation of NATO officials on Thursday. He
said the Azerbaijani army was implementing reforms in line with NATO standards
and closely cooperating with the Turkish army in this regard. Meanwhile, a
delegation from the Oklahoma branch of the U.S. National Guard arrived in
Azerbaijan. The visit is aimed at strengthening bilateral military ties and
exchanging views on a number of issues of mutual interest.
Washington's stance. Taiwan should be
given full and equal participation in the Asia-Pacific Economic Cooperation
summit to be held in China next November, the U.S. State Department said Though
Taiwan is a member of APEC, Beijing said this week that its participation must
comply with the “one China” policy. Taipei has accused Beijing of imposing
additional conditions on its engagement in summit events.
China in the Pacific. China signed
framework agreements to upgrade its economic partnerships with five Pacific
island nations. Under the arrangements, Micronesia, Kiribati, Nauru, Vanuatu
and Fiji will conduct negotiations with Beijing on expanding bilateral trade
and Chinese support for the islands’ industrialization and agricultural
modernization.
Preparations. Officials from China,
Iran and Russia held talks in Vienna ahead of a meeting of the International
Atomic Energy Agency’s Board of Governors later this month.
Funding strategy. The European Council
and the European Parliament reached preliminary agreement on measures to boost
EU support for defense investments as part of the ReArm Europe plan. The
proposed legislation would modify existing EU programs, including Horizon
Europe and the European Defense Fund, to channel funding to defense-related
projects.
Europe's plan. The European Union is
developing a plan to expedite the movement of military equipment and personnel
if a conflict with Russia erupts, according to Polish radio station RMF FM.
The European Commission is set to
present a document on Nov. 19 outlining what some have called a “military
Schengen,” with mechanisms to ensure the efficient transport of troops and
equipment through a network of land corridors, airports and ports.
Energy logistics. Russia’s Gazprom set
a new record for daily natural gas deliveries to China via the Power of Siberia
pipeline on Nov. 5, the company said in a statement. Meanwhile, Russia
reportedly may have to reduce liquefied natural gas supplies to China because
of low temperatures in the Arctic. Vessels carrying LNG from Russia’s Arctic
LNG 2 project are already encountering winter ice on the Northern Sea Route,
forcing them to reroute through the Suez Canal.
First step. The Hungarian Atomic
Energy Authority has issued permits allowing construction to begin on the Paks
nuclear plant expansion, according to Russia’s Rosatom, which will lead the
project. Work is scheduled to begin in February.
Pray.
Train.
Stay informed.
Build resilient communities.
— END REPORT
GRAY ZONE BRIEF 6 NOVEMBER 2025
GZB TOP THREE
U.S. CARIBBEAN OPERATIONS
Since Sept. 2, the United States has
widened its use of kinetic force against maritime drug routes in the Caribbean
and eastern Pacific. To date, the campaign has eliminated more than a dozen
suspected trafficker boats and killed more than 60 crew. In doing so, the U.S.
has effectively militarized counternarcotics policy across two hemispheric
corridors – a dramatic escalation from traditional interdictions.
Because the campaign is only two
months old, the data remain too preliminary to reveal any measurable effect on
drug flow or consumption. Historically, interdiction alone has rarely affected
systemic supply; even the large-scale seizures and airstrikes conducted as part
of Plan Colombia in the 2000s only displaced smuggling routes rather than
reducing total drug exports. Lasting disruption will likely depend on whether
the U.S. extends pressure beyond open-sea engagements to the infrastructure
that sustains the trade, including the non-state ports, clandestine airstrips
and illicit fuel storage networks that enable transshipment across the
Caribbean and eastern Pacific.
Concentrating around Venezuela,
Colombia and the Central American corridor, the U.S. campaign functions as both
interdiction and signaling – underscoring U.S. willingness to assert control
over hemispheric transit routes. Its strategic value, however, will hinge on
whether deterrence endures once the strikes subside.
RUSSIA, AZERBAIJAN & ARMENIA
Building connections. A train carrying
Russian wheat is on its way to Armenia via Azerbaijan, following Azerbaijani
President Ilham Aliyev’s lifting of restrictions on cargo transit from his
country to Armenia. A spokesperson for the Armenian prime minister said the
development was in line with the agreement reached in Washington in August to
resolve the border dispute between the two countries. Meanwhile, Armenian
Foreign Minister Ararat Mirzoyan said Yerevan is still in talks with Washington
on construction of a railway between Azerbaijan and its exclave of Nakhchivan,
through Armenian territory.
SOUTH CAUCUSES
Russian inclusion. Relatedly, at a
meeting in Moscow of the security chiefs of the Commonwealth of Independent
States, Russian Security Council Secretary Sergey Shoigu stressed the “regional
dimensions” of the peace process in the South Caucasus. He therefore emphasized
the need to revive the so-called 3+3 format, involving the three South Caucasus
countries and Russia, Iran and Turkey.
MIDDLE EAST SITREP
ISRAEL & INDIA
Security matters. Israel and India
held defense talks in Tel Aviv, co-chaired by both countries’ defense
ministers. They signed a memorandum of understanding on defense cooperation,
focused on training, defense industrial cooperation, science and technology,
research and development, artificial intelligence and cybersecurity.
• Iran-Belarus Defense Cooperation:
Iran may seek to exchange technical information with Belarus related to air
defense systems and electronic warfare (EW) equipment to enhance its ability to
produce these systems. Belarus produces components compatible with advanced
systems that Iran has sought to acquire from Russia.
• Hezbollah Reconstitution: Israel is
reportedly preparing plans for a possible multi-day operation targeting
Hezbollah leadership and infrastructure across Lebanon amid Hezbollah’s efforts
to reconstitute its forces. Discussions in Israeli media about a new IDF
operation in Lebanon follow several recent reports from Israeli and Western
sources that Hezbollah is reconstituting its forces and weapons capabilities in
Lebanon through domestic production and smuggling.
• Hezbollah Reconstitution: Israeli
and US officials have recently warned the Lebanese government that Israel’s
possible operation in Lebanon would be a direct consequence of the Lebanese
Armed Forces’ (LAF) failure to address continued Hezbollah reconstitution,
probably in part to pressure the Lebanese state to take more aggressive steps
to disarm Hezbollah.
EGYPT & LEBANON
Moving ahead. Egypt will soon begin
exporting natural gas to Lebanon via the Arab Gas Pipeline following the U.S.
Congress’ suspension of sanctions on Syria. The restrictions had previously
blocked implementation of a gas supply agreement signed in 2022 between Cairo,
Beirut and Damascus. Egypt is now expected to deliver 650 million cubic meters
of natural gas to Lebanon annually through this pipeline, parts of which are
still being built.
RUSSIA & IRAQI OIL
Sanctions disruption. Iraq’s
state-owned SOMO canceled three shipments of crude oil to Russia’s Lukoil in
November due to U.S. sanctions announced last month against major Russian oil
firms. Lukoil owns a 75 percent stake in Iraq's West Qurna-2 oil field, which
was set to provide the oil for the shipments.
IRAN
Iranian influence. Iran has stepped up
its support of pro-Iranian groups in Iraq, preparing them for a possible attack
against Israel, Israeli media reported. Tehran has focused on supplying these
groups with more advanced weaponry and training militants in waging war against
Israel if an escalation occurs. The commander of Iran’s Quds Force reportedly
recently visited Iraq to meet with senior militant leaders.
GLOBAL SITREP
RUSSIA & TURKEY
Contract negotiations. Turkey and
Russia are negotiating an extension of their natural gas supply agreements.
According to Bloomberg, contracts between Russia’s Gazprom and Turkey’s BOTAS
for the supply of up to 21.75 billion cubic meters of gas per year are set to
expire at the end of 2025. The talks focus on maintaining similar supply
volumes in the future. Turkey has been a key market for Gazprom since the
company lost most of its European customers following Russia’s invasion of
Ukraine.
RUSSO-UKRAINE WAR
Ukrainian attack. An oil refinery at
Russia’s Black Sea port of Tuapse has stopped processing fuel following
Ukrainian drone attacks on Nov. 2. The Rosneft-controlled facility reportedly
suspended operations the following day due to damage to port infrastructure.
Iran and China. Iranian Foreign
Minister Abbas Araghchi spoke by phone with his Chinese counterpart, Wang Yi.
They discussed bilateral relations and recent regional developments, as well as
Iran’s nuclear program.
AMERIKASTAN
Central Asian affairs. The U.S. Senate
passed a resolution on deepening the partnership between the United States and
the countries of Central Asia, ahead of the so-called C5+1 leaders’ summit in
Washington on Thursday. The resolution reaffirms the strategic importance of
the format in strengthening regional sovereignty, stability and shared security
interests with the United States.
NATO
Russia vs. NATO. Russian Deputy
Foreign Minister Alexander Grushko accused NATO of training for a blockade of
Russia’s Kaliningrad region. Grushko said the training took place during recent
NATO exercises, which also highlighted the region’s increasing militarization.
Given these developments, dialogue to reduce tensions is becoming increasingly
difficult, he added.
CHINA
China and Georgia. Chinese Premier Li
Qiang met in Shanghai with Georgian Prime Minister Irakli Kobakhidze, who is in
China for an international trade expo. Both leaders expressed interest in
strengthening cooperation on trade, investment and other fields.
GZB ECONOMIC INTSUM: Ranked: The
World’s Wealthiest Nations in 2025
Key Takeaways:
• Liechtenstein is the richest country
worldwide, with a GDP per capita of $213,713.
• Average earnings exceed $100,000 in
Luxembourg, Ireland, and Switzerland.
Today, seven of the top 10 wealthiest
nations per capita are in Europe, characterized by their small populations and
strong social welfare systems.
While examining wealth is difficult to
truly measure, one common measure is GDP per capita, which divides an economy’s
total output by the number of its citizens. By this metric, America ranks
eighth globally, with average earnings of $89,599 per person.
This graphic shows the countries with
the highest GDP per capita in 2025, based on data from the IMF’s World Economic
Outlook October Update.
With a GDP per capita of $213,713,
Liechtenstein ranks highest globally.
Nearly 60% of Liechtenstein’s
workforce are commuters, which significantly inflates the country’s average
earnings. Similarly, second-ranking Luxembourg has a large share of its
workforce that live in neighboring countries.
Ireland comes in third, with average
earnings of $129,132. Many big tech companies—from Google to Meta—have their
European headquarters in the country thanks to its favorable tax regime,
further boosting GDP per capita.
Switzerland, Iceland, and Singapore
follow next in line, each with average earnings less impacted by generous tax
policies or commuters. In particular, average earnings in Singapore have
ballooned 19-fold since 1980 driven by the nation’s transformation into a
global hub for finance and trade.
GZB INFOCUS: THE UAE MILITARIZING THE
RED SEA
The Rapid Support Forces, a
paramilitary group that comprises one side of the civil war in Sudan, recently
took el-Fasher, the last important stronghold of the country’s military in
western Sudan. The victory – and the massacre that followed – would have been
impossible without foreign support. Multiple intelligence assessments suggest
that that support came from the United Arab Emirates. And though Abu Dhabi has
repeatedly denied its involvement, satellite imagery, flight patterns and arms
tracking networks have repeatedly indicated Emirati involvement in Sudan
through direct shipments and proxy channels.
Recent satellite analysis adds to the
intrigue. On three small uninhabited Red Sea islets, monitoring agencies have
detected the covert construction of runways capable of handling medium-sized
cargo aircraft. No country has claimed responsibility for them, but experts
believe the construction methods, materials, procurement routes and logistics
all point to Emirati involvement. Moreover, the construction projects resemble
known Emirati military projects in Eritrea, the island of Socotra and Libya.
Beyond Africa, similar patterns emerge
in Abu Dhabi’s approach to military partnerships. The Financial Times recently
reported that U.S. intelligence concluded in 2022 that the UAE had transferred
dual-use technologies to China through a company tied to its national security
adviser. The systems allegedly enhance range and targeting capacities in
Chinese missile programs, potentially allowing Chinese hardware to outclass
their U.S. counterparts.
It's tempting to interpret Emirati
activity here as little more than a regional power hedging its bets across
conflict zones. But the truth is that this is a much more considered
military-economic project spanning the Red Sea corridor, a crucial maritime
chokepoint through which roughly 10 percent of global maritime trade passes.
From a purely strategic perspective, Emirati infrastructure here is less about
outright power projection and more about logistics, surveillance and
deniability. For Abu Dhabi, securing strategic resources and becoming a central
geopolitical player is driving a different kind of power projection – one that
balances Western alliances with its own ambitions of securing long-term
technological and economic independence.
Over the past decade, Emirati business
networks and security contractors have expanded financing channels throughout
Africa. Investments have been funneled to mining operations in Sudan and Congo,
port developments including in Somaliland and Puntland, logistics hubs from
Eritrea to Mozambique, and land acquisition and agricultural activities in
Zambia and Zimbabwe. From these engagements, a pattern emerges: Abu Dhabi is
blending commercial activity with paramilitary facilitation in a form of grey
zone operations – that is, operations that fall between economic diplomacy and
direct military intervention.
In Sudan, the UAE has essentially
built a patron‑client relationship with the Rapid Support Forces. In fact,
their partnership predates the 2023 civil war. Since 2017, the RSF has sent
thousands of Sudanese fighters to serve as mercenaries in Yemen on behalf of
the UAE. The group controls most of Sudan’s artisanal gold mining in Darfur,
feeding gold exports routed through Chad and Libya to the UAE, which has become
a global gold refining hub. By sustaining this economic pipeline, the UAE
profits from and secures leverage over Sudan’s political future.
The arrangement has the UAE sending
arms and ammunition from its bases in Chad, in Libya and across land corridors
from Somalia to Darfur. It has also paid the salaries of Colombian mercenaries
fighting for the RSF after being recruited under the guise of guarding oil
facilities in the UAE. These mercenaries were heavily involved in the siege of
el-Fasher and the training of the troops they assisted. For Abu Dhabi, the
calculation is simple: secure access to the billions of dollars’ worth of
Sudanese gold and create a loyal paramilitary force that can safeguard its
interests – all while minimizing exposure or direct involvement.
Abu Dhabi officially withdrew troops
from Yemen in 2019, but it maintains de facto control over strategic ports and
islands including Aden, Mukalla, Socotra and Perim. During Yemen’s civil war,
the UAE initially aligned with Saudi Arabia as part of the anti-Houthi
coalition but later broke rank, redirecting support to southern separatists to
secure access to coastal zones and ports. The new island runways serve a dual
purpose of being logistical hubs to support both southern separatists and other
proxies in Africa. They have the added benefit of securing maritime corridors
through the Red Sea and maintaining influence over the Bab el-Mandeb strait.
Through its two mega companies, DP
World and AD Ports Group, the UAE has significantly expanded port operations
throughout Africa, winning concessions in places like Angola, the Republic of
Congo and the breakaway region of Somaliland. Bilateral ties are especially
pronounced in Somalia and Somaliland; activity has expanded through port
management and airstrip construction to direct military cooperation, including
training troops, paying salaries and supplying equipment. In Somaliland, the
UAE has secured operational control over the port of Berbera and is developing
a military airbase capable of hosting Emirati aircraft and naval deployments.
In Puntland – another breakaway region
of Somalia – Emirati officers have trained and financed elements of the
Puntland Maritime Police Force, a coastal security unit nominally under local
control but effectively reliant on Emirati funding, equipment and operational
oversight. The Colombian mercenaries present in Sudan mobilize in Bosaso, a
port and airstrip developed with a 30-year concession by Dubai-based P&O
Ports. The strategic location of the breakaway region and its relative
independence make it another ideal operational base for the UAE.
Relations with the government in
Mogadishu, however, have been rockier. The UAE previously maintained direct
training programs for the Somali National Army and police units, even paying
salaries to an estimated 2,000 soldiers until tensions led to a breakdown in
cooperation following the seizure of UAE funds at the airport. There has since
been only limited reengagement. Abu Dhabi has thus chosen to reposition itself,
deepening ties with the autonomous regions of Puntland and Somaliland, where
its support encounters fewer federal restrictions. Collectively, this
distributed network of patronage enables the UAE to sustain influence over
fragmented political authorities and maintain logistical access to the Gulf of
Aden and the broader Red Sea corridor, reinforcing commercial interests and
covert military posture. (That UAE-backed forces have control over the islands
of Zuqar, Abd al Kuri and Perim comes in handy too.)
For the UAE, the intensification of
shadow military operations is driven by a few underlying imperatives. First and
most important, it wants its economy to be more than simply an oil economy. To
help the transition, Abu Dhabi is looking to use its foreign sovereign funds to
aggressively diversify into foreign markets, especially those in Africa. Its
focus has been on critical resources (rare earths, gold and other mining
operations), port infrastructure networks, logistics corridors and food
security projects. Military entrenchments in and around the Red Sea help
support and protect these investments.
The UAE is also trying to position
itself as a Gulf power, reducing dependence on the U.S. as Washington withdraws
somewhat from the Middle East. Regionally, competition with Saudi Arabia
increasingly looks to be a motivating factor. Though their interests sometimes
align, the two are increasingly supporting rival actors. Their methods for
doing so underscore this division; Riyadh prefers formal coalitions and
mega-projects, while Abu Dhabi operates in targeted areas using disciplined
financial and security arrangements that can secure disproportionate returns.
In Yemen and Sudan, the UAE’s support for non-Saudi factions is meant to
undermine, and even curb, further Saudi expansion and influence.
Last, the UAE wants to become a
sovereign technological and defense innovation hub.
Through cooperation with China on
dual-use systems and aerospace technologies, it has become one of the world’s
fastest-growing exporters of drones, even as it develops indigenous
capabilities in cyber operations and missile systems, and the conflicts in
Africa give Abu Dhabi the opportunity to battle-test its equipment. These
ventures align with Abu Dhabi’s Vision 2031 agenda, which aspires to position
the UAE as a center for advanced manufacturing and defense innovation.
Put simply, the UAE cannot become a
conventional military power in a conventional way – not with a mere 1 million
citizens. It is therefore trying to become a regional power using its unique
strengths: financial support for mercenaries, ports, drones, contractors,
“dual-use” humanitarian logistics and, crucially, plausible deniability.
The UAE has built logistical corridors
linking its investments and military proxies across Africa and the Red Sea,
partnering with local armed actors to shield its economic projects from
scrutiny. The massacre in el-Fasher shows that its strategy is not without
risks. Still, its forays into Africa and the Red Sea are not impulsive gambles;
they constitute a deliberate effort to operate in the gray zone, wielding
asymmetric capabilities to safeguard resources, test new technologies and
assert geopolitical centrality in an era of declining Western preeminence and
rising multipolar competition.
Pray.
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Stay informed.
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—END REPORT
See More
GRAY ZONE BRIEF 5 NOVEMBER
GRAY ZONE THREATS SITREP
DOMESTIC TERRORISM — NOT PEACEFUL
PROTEST
Anti-ICE Protestors Arrested in
Portland
• A female anti-ICE protester wearing
a keffiyeh was arrested after crossing a restricted blue line outside the ICE
facility, making contact with an officer, and triggering a clash with federal
agents who deployed pepper spray.
• Video from TPUSA Frontlines
shows officers detaining the woman as protesters shouted. The Portland Police
Bureau confirmed two arrests for crimes during the demonstration, but did not
release names or charges.
• Protests at the South Portland
ICE facility have occurred nearly nightly for weeks, opposing detentions and
deportations. Activists reportedly are using a nearby “safe house” for supplies
and coordination
RUSSIAN PSYOP
AI Pushing Russian Propaganda
• A new Institute for Strategic
Dialogue (ISD) report reveals that OpenAI’s ChatGPT, Google’s Gemini, DeepSeek,
and xAI’s Grok frequently cite sanctioned Russian state media (e.g., RT,
Sputnik, EADaily) and pro-Kremlin sources in responses to queries about
Russia’s war in Ukraine, with nearly 18 percent of outputs across 300 tested
questions in five languages linking to such entities.
• Researchers exploited
"data voids" in real-time information gaps to test neutral, biased,
and malicious prompts on topics like NATO perceptions, peace talks, Ukrainian
recruitment, refugees, and war crimes. Malicious queries yielded pro-Russian
content 25 percent of the time, compared to 10 percent for neutral ones,
showing confirmation bias in LLMs.
• The EU has sanctioned at least
27 Russian media outlets since 2022 for disinformation, including recent 2025
bans on eight more (e.g., Fondsk, NewsFront, SouthFront). Chatbots'
amplification raises regulatory concerns under the Digital Services Act, as ChatGPT
nears Very Large Online Platform status with 120M+ EU users.
• Russian networks like
"Pravda" flood the web with 3.6M+ AI-generated articles yearly to
"poison" LLM training data, per NewsGuard; OpenAI attributes issues
to search integrations, while xAI dismissed claims as "Legacy Media Lies,"
highlighting foreign influence risks as AI replaces traditional search.
SHARIA LAW BILL
U.S. Sen Tommy Tuberville’s Calls to
"Shut Down Sharia Law"
• Senator Tommy Tuberville (R-AL)
believes that radical Islam is the greatest threat to our national security and
recently introduced two bills to counter this threat.
• The No Sharia Act would
prohibit the application of Sharia in the United States where such application
would violate constitutional rights.
• The Preserving a Sharia Free
America Act would amend the Immigration and Nationality Act to include advocacy
for Sharia law to be a ground for inadmissibility and deportability.
JIHADIST PROPAGANDA
Captured Documents Show Al Jazeera’s Ties
to Hamas
• Captured Hamas documents
obtained by the Israel Defense Forces reveal systematic cooperation between
Hamas and Al Jazeera, including a secure "Al Jazeera phone" line for
emergency editorial control over coverage to align with Hamas's narrative.
• The Qatari network served as a
propaganda platform for Hamas during the Gaza War, broadcasting exclusive
content like hostage handover videos, proof-of-life footage, and statements
from Hamas officials, while using terminology such as "resistance fighters"
and "martyrs" for terrorists.
• Documents detail direct
editorial instructions from Hamas, such as minimizing reports on Palestinian
Islamic Jihad rocket failures, coordinating with Hamas military before airing
stories, and silencing on-air criticism of the group. In one instance, a critic
was interrupted during a live interview.
• Many Al Jazeera journalists in
Gaza were Hamas operatives, including some who participated in the Oct. 7,
2023, invasion of Israel. Qatar's hosting of Hamas leadership and financial
support further enables the network's role in amplifying terrorist propaganda.
MIDDLE EAST SITREP
IRAN
Key Takeaways:
• Iranian Proposals to Iraqi
Militias: Iran is
reportedly attempting to force its large proxy and partner militias in Iraq to
move into politics, possibly to discourage US sanctions enforcement that would
prevent Iran from using the Iraqi economy to evade sanctions. Iran may decide
to build a loyal cadre of ideological militias over which Iran has strong
control that will supplement pro-Iranian political parties in parliament while
avoiding sanctions.
• Assessed Iraqi Reaction to
Iranian Proposals: Most militias
will likely resist Iran’s proposals because their military wings are both their
raison d’etre and a tool they can use to enforce their will on other Iraqis. A
smaller group of militias—possibly including the Badr Organization—may
acquiesce to Iranian demands and integrate their militias into the PMF while
focusing on politics. This would not indicate that Badr has moderated, but
instead that it seeks to position itself as a preeminent pro-Iranian political
force in Iraq.
• US Warning to Iranian-Backed
Iraqi Militias: US
Defense Secretary Pete Hegseth warned Iraqi Defense Minister Thabet al Abbasi
that the United States would take action against any Iranian-backed Iraqi
militias that interfered with US operations in the region, particularly in
Syria. Iraqi media have mischaracterized the US message as a warning of
impending regional conflict.
CHINA
**China Is Filling Up Its Oil Reserves
Fast **- China has rapidly expanded its oil stockpiles, importing more than 11
million barrels a day this year—surpassing Saudi Arabia’s daily output—as it
prepares for potential supply shocks following new U.S. sanctions on Russian
crude. Analysts estimate up to 1.2 million barrels a day are being added to
reserves, which now total roughly 1.2 to 1.3 billion barrels. With storage
capacity at 60% utilization and prices near five-year lows, Beijing’s buildup
strengthens its energy security and stabilizes global oil markets amid rising
geopolitical risks.
It can also be an indicator that China is
readying for war.
LITHUANIA
The Lithuanian Army has tested heavy
machine guns and Swedish-designed surface-to-air missiles against high-speed
drones, as more militaries are exploring the potential of firearms as drone
countermeasures of last resort.
In a video released this week by the
Lithuanian armed forces, air defense artillery units are seen training with
large-caliber machine guns and launching the Saab-made RBS 70 NG missiles
against target drones.
Armored vehicles equipped with machine
guns can also be observed in the footage, which was filmed at a training range
located less than ten kilometers away from the Belarus border.
Why It Matters:
This drill comes only a few weeks after
the Baltic country adopted a new law that grants the military the authority to
shoot down hostile drones, allowing it to react faster in the event of airspace
violations.
Lithuanian President Gitanas Nausėda said
on the evening of Oct. 23 that Russian military planes briefly violated
Lithuania’s airspace in what he called “a blatant breach of international law
and territorial integrity.”
The use of light weapons such as shotguns
against drones in Ukraine has gained a lot of attention in recent months,
grabbing the curiosity of some Western militaries as well.
One of Ukraine’s latest drone
countermeasures involves a new ammunition round for rifles that simultaneously
fires five moving projectiles in a cloud-shaped pattern to hit incoming
targets. Introduced over the summer, Ukraine’s government-backed defense technology
cluster, Brave1, reports that it can effectively hit drones at distances of up
to 50 meters.
It was designed so that infantry soldiers
would not need to carry two different weapons; instead, they could rapidly
substitute magazines depending on whether they are engaging an enemy drone or
personnel.
Another military organization evaluating
shotguns to safeguard against drones is the British Army’s Experimentation and
Trials Group, which is responsible for testing activities across the service.
A recent report published by the Center
for European Policy Analysis argues that guns paired with interceptor drones,
rather than missiles, will be the cheap answer that militaries are looking for
to defeat swarms of low-cost drones.
“What happens if Russia becomes capable
of sending 1,000, 2,000, or even 4,000 drones in one night? These figures are
achievable with modern production methods, and Ukraine would run out of
missiles very quickly,” the report notes.
It proposes that the alternative will be
“modern-day flak, married with interceptor drones,” pointing out that systems
such as the German Gepard Flakpanzer can carry 640 rounds, or that the
Rheinmetall Skyranger 35 can hold 220 rounds in a single turret and quickly
re-target.
GZB INFOCUS: GLOBAL MARITIME BRIEF
Black Sea: Tuapse Oil Terminal Struck,
Tankers Damaged
Twelve UAVs hit Rosneft’s Tuapse
Marine Oil Terminal overnight 1–2 Nov, igniting multiple fires,
damaging the deep-water berth and several tankers, and reportedly causing an
oil spill within the harbor. Vessels affected included POLLUX (Panama), CHAI(Liberia),
COAST BUSTER(Bahamas) and SATURN (Russia); the small vessel NORD
was reported destroyed. Local air defence response proved ineffective,
underscoring coastal security gaps. Expect short-term export disruption
(hundreds of thousands of bpd), reroutings to Asian buyers, and higher
freight/insurance costs on Black Sea lifts.
Operator notes: extra diligence on Black Sea calls
(port state updates, berth availability, pollution controls), monitor war
risk premiums, and confirm STSalternatives if scheduling shifts.
Western Indian Ocean: Piracy Attempts
East-Southeast Of Mogadishu
After a relative lull since May 2024, two
incidents 2–3 Nov point to a coordinated resurgence:
• A Spanish-flagged fishing
vessel ~350 nm ESE of Mogadishu was approached at speed by a skiff assessed
to be deploying from mother vessel ISSA MOHAMAD 2 (via AIS). The skiff
withdrew after the crew raised alarm.
• The STOLT SAGALAND(Cayman
Islands-flagged tanker) ~332 nm ESE of Mogadishu faced an armed boarding
attempt by four pirates, supported by a mother vessel ~5 nm away. Alarm, speed
and manoeuvres—plus the onboard Armed Security Team—repelled the
attack.
These events may link to an Iranian
dhow hijack the prior week and align with UKMTOreports of erratic
dhow behavior near Eyl on 28 Oct, indicating pirate groups
re-constituting capability via mother vessels.
Operator notes: apply BMP5 rigor at >300 nm
from the Somali coast, maintain hardening and watch routines, and
consider AST for transits along the Eyl–Socotra approaches.
Gulf Of Guinea: Dry-Season Alert
Analysts flag fresh piracy concerns
as the dry seasonbegins—historically associated with increased
small-boat activity and longer-range attacks. Maintain heightened watch when
operating off Nigeria, Benin, Togo and Ghana, especially beyond the
VRA.
Americas & Caribbean: Maritime
Security Posture Tightens
Regional reporting notes U.S. naval
units operating near Venezuela, alongside maritime interdictions and
drug-smuggling incidents that can affect coastal traffic and inspections.
Operators should anticipate episodic checksand localized security
restrictionsin contested littorals.
Indo-Pacific: More Drills, More Friction
Management
• China–ASEAN maritime drill activity;
• Philippines–Canada pact to bolster deterrence in the South
China Sea;
• Australia, New Zealand,
Philippines and U.S.cooperative
maritime activity;
• Philippine
Marinesenforcement actions around Second Thomas Shoal;
• Expanded illegal-fishingcountermeasures
backed by Australia;
• Sri Lanka Navy re-equips for maritime
security.
Operator
notes: expect notams/navwarnings, temporary exercise
areas, and law-enforcement presence near disputed features and EEZ
boundaries.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GRAY ZONE BRIEF 4 NOVEMBER 2025
ISLAMIC STATE IN SYRIA
On 13 October 2025, suspected Islamic
State (IS) militants conducted an arson attack targeting a Syrian Democratic
Forces (SDF) oil tanker in Ayn Issa, Raqqa, marking the second such attack
within three days in the same province. Earlier, on 10 October 2025, IS gunmen
ambushed another SDF-operated oil tanker using machine guns on the road to
al-Manakher, near al-Karamah, roughly 30 km east of Raqqa city. These
consecutive incidents underscore the group’s renewed focus on energy
infrastructure, particularly targeting SDF-controlled logistics lines essential
for fuel distribution in northern Syria.
Ayn Issa, strategically located along the
M4 highway, has long been a high-risk zone due to its proximity to major supply
routes and its symbolic importance as a former IS stronghold. The area’s
terrain and sparse security presence make it highly vulnerable to hit-and-run
attacks by IS motorcycle cells, a hallmark of the group’s asymmetric warfare
strategy. IS has repeatedly attacked Ayn Issa since its territorial defeat in
2019, with the last recorded assault in August 2025, when militants detonated
an IED targeting an SDF patrol vehicle. The persistence of such operations
indicates that IS maintains both freedom of movement and localised intelligence
networks in rural Raqqa, allowing it to strike logistical convoys with relative
ease.
This latest incident must be understood
within IS’s broader oil warfare doctrine, which has evolved into a strategic
campaign to destabilise the post-caliphate economy in northeastern Syria. Since
July 2024, TRAC has recorded at least 87 oil-related attacks, including arson,
IEDs, and small-arms ambushes on tankers, pipelines, and refineries across
Raqqa, Deir Ezzor, and Hasakah. Although IS Central Command has not formally
branded this effort as a unified operation, the systematic pattern of targeting
oil assets strongly suggests a de facto campaign designed to undermine the
SDF’s financial autonomy. Oil revenue remains a critical source of funding for
both local governance and SDF counterterrorism operations; by sabotaging this
sector, IS aims to weaken local institutions, strain civilian livelihoods, and
reassert itself as a persistent insurgent threat.
Moreover, the timing and tempo of these
attacks reflect IS’s broader post-territorial adaptation, moving from symbolic,
mass-casualty bombings to economically disruptive guerrilla tactics. These
operations are low-cost yet high-impact, serving propaganda purposes by
demonstrating operational reach and resilience despite intensified counter-IS
raids in Raqqa and Deir Ezzor. The choice of oil transport targets, rather than
heavily fortified installations, also highlights IS’s pragmatic approach:
hitting soft, high-value assets that erode public confidence in SDF control.
2 AQ TTP DIRTBAGS GET SMOKED
The Deaths of Mufti Muzahim and Qari
Yasir
On the evening of October 27th, 2025,
Al-Qaeda Senior Shura member and Tehrik-e-Taliban Pakistan (TTP) Deputy Leader
Mufti Muzahim (see picture) aka Qari Amjad, and TTP commander and close Muzahim
aide Qari Yasir, were present at an event at the TTP’s Darul Hujra Wal Jihad, a
terrorist madrassa located in the Asmar district of Kunar Province,
Afghanistan.
After departing, the two were tracked and
located from this location in Kunar as they traveled over the border into
Bajaur, Khyber Pakhtunkhwa, Pakistan, en route to Dir district. They were
killed alongside two other TTP members in an ambush by Pakistan’s Military in
Bajaur over the evening of October 29th and into October 30th.
Mufti Muzahim was a key architect behind
Al-Qaeda’s operational plot against the U.S. homeland, directly overseeing the
planning, preparation, and deployment of attackers intended for the operation.
His death is a massive win for America, and we thank those in the Pakistani
Military who put him on the X.
Operation Details
Mufti Muzahim, also known as Qari Amjad
(real name: Amjad Ali), was killed alongside TTP commander and close Muzahim
aide Qari Yasir and two other militants in an ambush conducted by Pakistani
forces in Bajaur district, Khyber Pakhtunkhwa, during the night of October
28-29, 2025.
According to intelligence reports,
Muzahim and Yasir had attended an event at the TTP’s Darul Hujra Wal Jihad
madrassa in Asmar district, Kunar Province, Afghanistan, on October 27. After
departing the facility, they were tracked as they crossed the border into
Pakistan’s Bajaur region, en route to Dir district, where they were
intercepted.
Pakistan’s Inter-Services Public
Relations (ISPR) stated (https://thebalochistanpost.net/2025/10/pakistan-and-ttp-confirm-death-of-senior-commander-in-bajaur/)that
forces detected the group’s infiltration attempt late Wednesday night and
“effectively engaged and thwarted” the militants’ border crossing.
Strategic Global Significance
The elimination of Mufti Muzahim
represents a critical win for both U.S. homeland security and international
counterterrorism efforts. U.S. security analyst Sarah Adams (https://www.linkedin.com/in/sarahadams/)
emphasized that Muzahim was (https://www.linkedin.com/posts/sarahadams_the-deaths-of-mufti-muzahim-and-qari-yasir-activity-7389865053254225920-jKJV?utm_source=share&utm_medium=member_desktop&rcm=ACoAAB6tHOwBONat0Kt5LAoWj-nzpMWPbQ1rymA)
“a key architect behind Al-Qaeda’s operational plot against the U.S. homeland,
directly overseeing the planning, preparation, and deployment of attackers
intended for the operation.”
Designated as a global terrorist by the
United States in 2022, Muzahim was accused of orchestrating cross-border
attacks and terrorist operations. Pakistan had placed a 5 million rupee bounty
(https://www.satp.org/terrorism-update/four-terrorists-ttp-s-%E2%80%98second-in-command%E2%80%99-amjad-mazahim-with-five-million-bounty-killed-in-khyber-pakhtunkhwa)
on his head.
Pak-Afghan relations expert and
Co-Founder and Chairman of South Asisa Times Salman Javed (https://www.linkedin.com/in/salman-javed-malik/)described
Muzahim as “the ideological architect” of TTP, comparing him to former Al-Qaeda
leader Ayman al-Zawahiri in terms of his influence. Operating an extensive
network from Kunar, Afghanistan, Muzahim oversaw TTP’s organizational
structure, recruitment operations, and militant formations.
Aftermath and Regional Implications
In an unusual development, Pakistani
security forces permitted (https://tribune.com.pk/story/2575326/fateha-khwani-for-slain-ttp-deputy-chief-continues-for-second-consecutive-day-in-dir)
an open funeral for Muzahim in his ancestral village of Mayar Jandool, Dir
district. Hundreds attended the funeral prayers, with condolence gatherings
continuing for multiple days, which is a departure from standard protocol
following the deaths of senior terrorist commanders.
TTP responded to the killing of the
second-in-command to TTP chief Noor Wali Mehsud with a statement on social
media describing it as a “betrayal,” while Pakistani authorities characterized
it as the result of precise intelligence work. TTP spokesperson Muhammad
Khurasani confirmed the deaths while disputing Pakistan’s account that Muzahim
was killed attempting to cross the border.
ITALY
New biographies of jihadists under
investigation in Italy have been added to the Monitoring Jihadism
Project (MjP) website:
- Ahmed Taskour: he, his wife and
children left for Iraq in December 2014. There has been no news of any of them
since. Link:
- Mahmoud Jrad: Syrian affiliated with
Jabhat al-Nusra. Arrested in 2016 as part of Operation Fitna by the Genoa
Public Prosecutor's Office. Link:
- Nadir Benchorfi: Moroccan radicalised
in
Germany, who was planning attacks in
Italy. Link:
- Louati Noussair: Tunisian arrested in
2015 for terrorism. He was looking for a way to go to Syria.
Link: https://Inkd.in/daVwb-h9
Thanks very much to Francesco Pagano for
his good work.
GZB INFOCUS: The Top Countries by
Military Spending in Three Metrics
Key Takeaways:
• America’s military budget is
the largest in the world, at $949 billion in 2024.
• North Korea has the highest
military spending per capita in purchasing power parity terms, at $9,929.
In 2024, the U.S., China, and Russia were
the top countries by military spending, representing more than half of the
global total.
Overall, global military expenditures hit
a record $2.7 trillion, a 9.4% increase over the year. Amid rising geopolitical
tensions, all five regions of the world increased their military spending for
the second consecutive year.
This graphic shows the most militarized
countries across three metrics, based on data from the Institute of Economics
and Peace (https://www.visionofhumanity.org/wp-content/uploads/2025/06/Global-Peace-Index-2025-web.pdf).
With a $949 billion budget, America has
1.5 million active duty personnel across 4,790 military sites globally.
China follows next, with $450 billion in
spending. Overall, Taiwan stands as a top priority for the People’s Liberation
Army (PLA), with widespread U.S. intelligence suggesting that Xi Jinping wants
to be capable of seizing the country by force by 2027. (Or 2026)
Ranking in third is Russia, which
increased expenditures by an estimated 38% in 2024 amid ongoing conflict in
Ukraine.
Qatar, a small gulf state bordering Saudi
Arabia, stands in second, driven by broad-based modernization of its military,
navy, and air force.
Interestingly, Singapore comes in third
by this measure, despite being known as a neutral state. In fact, Singapore has
consistently spent around 3% of GDP on defense for decades, higher than most
European countries.
Standing in second place is Ukraine, at
17% of GDP, totalling $103 billion.
In comparison, Russia’s military budget
was 6% of GDP, at $352 billion in 2024. Today, Russia has the largest army (https://www.visualcapitalist.com/visualized-europes-biggest-armies-in-2025/)
in Europe, with 1.3 million active duty personnel, while Ukraine follows with
900,000 active troops.
Pray.
Train.
Stay informed.
Build resilient communities.
GRAY
ZONE BRIEF 3 NOVEMBER 2025
U.S. TROOPS TO DEPLOY TO NIGERIA?
US President Donald Trump has ordered the
military to prepare for action in Nigeria to tackle Islamist militant groups,
accusing the government of failing to protect Christians.
Trump did not give specifics or say which
killings he was referring to, but proof of a genocidal war against Nigeria's
Christians have been circulating in OSINT, NGO think tanks and Christian
Networks that I personally belong to — and I have included reports in GRAY ZONE
BRIEF for the past several years — citing Raymond Ibrahim’s and TRAC’s research
quite often, as well as Newspapers and media outlets in Nigeria and throughout
Africa.
An advisor to Nigeria's president told
the BBC that any military action against the jihadist groups should be carried
out together.
Nigeria's President Bola Tinubu has
insisted there is religious tolerance in the country and said the security
challenges were affecting people "across faiths and regions".
Trump wrote in a social media post on
Saturday that he had instructed the US Department of War to prepare for
"possible action.”
He warned that he might send the military
into Nigeria "guns-a-blazing" unless the Nigerian government
intervened, and said that all aid to what he called "the now disgraced
country" would be cut.
Trump added: "If we attack, it will
be fast, vicious, and sweet, just like the terrorist thugs attack our CHERISHED
Christians!"
US Defense Secretary Pete Hegseth replied
to the post by writing: "Yes sir.
"The Department of War is preparing
for action. Either the Nigerian Government protects Christians, or we will kill
the Islamic Terrorists who are committing these horrible atrocities."
Jihadist groups such as Boko Haram and
Islamic State West Africa Province have wrought havoc in north-eastern Nigeria
for more than a decade, killing tens of thousands of people — often,
Christians.
In central Nigeria, there are also
frequent clashes between mostly Muslim herders and farming groups, who are
often Christian, over access to water and pasture.
Schoolgirls have been kidnapped en masse,
Churches have been attacked, burned and their parishioners massacred by
Jihadis.
However, we cannot miss the fact that all
across the Sahel, Russian influence has pushed out the West, particularly the
French, but also U.S. forces in neighboring Niger.
Afrika Corps, formerly Wagner Group now
provides security for many of the gold and diamond mines as well as rare
earths. China and Russia have both developed strong spheres of influence across
Africa and have become economically, the new colonizers that they have
essentially replaced to exploit cheap labor and most importantly rare earths,
precious metals, minerals, and other resources.
Both Russia and China have built new
military bases on the continent and this may be a shit across the bow to
initiate a concerted effort to push back against Russian and Chinese influence.
We shall see.
LEBANON
The United Nations Interim Force In
Lebanon (UNIFIL) was tasked prior to Oct. 7 with aiding the Lebanese Army in
disarming Hezbollah and from establishing military outposts on the border with
Israel. Israeli officials have long argued UNIFIL has failed miserably.
When asked about the allegations that
Hezbollah is rearming and reconstructing its command centers, Tilak Pokharel, a
UNIFIL spokesperson, told media outlets that UNIFIL operates from Litani river
to the Blue Line, a demarcation area that covers 10% of Lebanon’s territory. He
said "We have not seen any build-up, and we have been working every day
and supporting them, the Lebanese Armed Forces. Until earlier this week, we
found 360 weapons and ammunition caches since November 27, 2025."
Media outlets also reported that a French
unit of UNIFIL shot down an Israeli drone this week. The UNIFIL spokesman said,
"We don’t normally name the unit involved."
Matthew Levitt, a leading scholar on
Hezbollah from the Washington Institute, states that "Nobody should
be surprised that Hezbollah is trying hard to rebuild its capabilities. And
therefore nobody should be surprised that Israeli forces continue to strike
Hezbollah forces, not only in the south but also in the Beqaa Valley. With a
government in Beirut eager to constrain Hezbollah, the group is under pressure
at home as well. Note the Lebanese Central Bank’s action against Al Qard al
Hassan and other Hezbollah financial institutions in Lebanon is a telling
example."
Walid Phares, an American academic expert
on Hezbollah and Lebanon who has advised U.S. presidential candidates, has
analyzed movements among Lebanese citizens to forge diplomatic relations with
Israel.
He told Fox News Digital, "Recently,
there has been a noticeable rise in statements from Lebanese politicians and
social media influencers calling for the establishment of diplomatic relations
with Israel and an end to the ongoing war."
He added, "Many Lebanese have
witnessed Hezbollah’s defeat in its confrontation with Israel, dispelling the
long-standing notion — promoted by Hezbollah — that it is invincible. Yet,
despite this military setback, the militia in Lebanon shows no intention of
relinquishing its weapons.
Hezbollah remains determined to maintain
control over Lebanon and suppress other communities. Moreover, the group
continues to receive directives from the Islamic Republic of Iran to endure the
current circumstances and prepare for future conflict.
"Consequently, an increasing number
of Lebanese are calling for their government to initiate dialogue with Israeli
leaders, hoping that such a step would prompt U.S. support to help Lebanon
disarm Hezbollah."
A U.S. State Department official
stated that “The Government of Lebanon has made a courageous and historic
decision to disarm Hezbollah, a task it has assigned to the Lebanese Armed
Forces as the sole legitimately armed force in Lebanon. We extend our full
support for this decision. The United States will continue to partner with
the Government of Lebanon to make sure that Lebanon is free, prosperous and
safe for all Lebanese people."
UK TRAIN TERROR ATTACK
Multiple people stabbed in UK train
attack near Cambridge as police arrest 2 suspects
Two men were detained after an attack
left at least 10 victims hospitalized. “Multiple" people were stabbed on a
train in the United Kingdom on Saturday night, according to police.
The attack in Huntigdon, Cambridgeshire,
happened before 8 p.m. local time and two men were arrested after 10 people
were knifed, according to authorities.
"We were called at 7.39 p.m. with
reports that multiple people had been stabbed on a train," the
Cambridgeshire Constabulary wrote. "Armed officers attended and the train
was stopped at Huntingdon, where two men were arrested. A number of people have
been taken to hospital."
Huntingdon is roughly 19 miles northwest
of Cambridge and around 75 miles north of London. Was is a terror attack?
Hard to say as the EU and the UK have implemented a policy of not admitting or
publicly acknowledging Jihadist terror attacks as they cannot admit publicly
that laxed immigration policies are a failed system and forced multiculturalism
doesn’t make a freer society, it worsens it.
Here’s an eyewitness interview:
IRANIAN ADVANCED PERSISTENT THREAT GROUP
APT-32 & APT-34
"APT IRGC" is the name of a
recently emerged threat actor or a persona used by a group, likely linked to
Iran, that claimed to have leaked information regarding the Pegasus spyware.
It is not a widely recognized designation
for an established Iranian state-sponsored Advanced Persistent Threat (APT)
group like APT34 (OilRig) or APT42, which are known to be affiliated with the
Islamic Revolutionary Guard Corps (IRGC).
Key Details
• Claim of Leak: In July 2025, the "APT IRGC"
persona posted messages claiming to have leaked data related to the Pegasus
spyware, which is developed by the Israeli NSO Group. The legitimacy and source
of the alleged leaked data are still under analysis by the cybersecurity
community.
• Persona vs. Established Group:Cybersecurity researchers often note that
Iranian state actors sometimes use "hacktivist" personas to confuse
attribution. It's likely that "APT IRGC" is a new, or a new persona
for an existing, Iranian-linked group rather than a formal APT designation used
by intelligence agencies.
• Pegasus Context: Pegasus is a highly sophisticated
mercenary spyware licensed by the NSO Group to government clients worldwide for
tracking criminals and terrorists. It is primarily associated with surveillance
by various national intelligence agencies, not specifically with Iranian APTs,
which typically use different sets of custom tools.
• Iranian APTs and Surveillance:Established Iranian APT groups, such as
APT42, are known for conducting surveillance operations against journalists,
activists, and other individuals using various methods, including mobile
spyware and social engineering, but the use of the specific Pegasus spyware by
Iranian groups is not a documented fact.
In summary, the name "APT IRGC
Pegasus" refers to the alleged leak by a threat actor using the name
"APT IRGC", not a known Iranian APT group that has been confirmed to
operate the Pegasus spyware.
Note: Be careful on social media,
especially with friend requests — they could be Jenny Alexander — you know, the
girl down the street who doesn’t wear a hijab (that’s Haram Bro!) but is from
Tehran — but somehow gets to not cover her head in a country where that’s
illegal — and she appears out of nowhere because she wants to be my friend on
Instagram. Totally not an IRGC asset or a hacker, I’m sure she’s totally
legit.
تلاش خوبی بود!
ممنون که نقش بازنده رو بازی کردی.
(Nice try! Thanks for playing loser.)
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
See More
GRAY ZONE BRIEF 1 NOVEMBER 2025
DOMESTIC THREAT PICTURE HEADING INTO
NOVEMBER
Recent weeks exposed raw edges of U.S.
extremism: A Pennsylvania man torched Gov. Shapiro’s mansion with Molotovs
(25–50 years for terrorism); an Idaho man pledged loyalty to ISIS and nearly
massacred churches; a Florida teen’s Snapchat school-shooting threat landed him
in juvenile detention; and Portland anti-ICE mobs sparked arrests and pepper
spray. Lone wolves and street agitators alike reveal a nation simmering. An
ISIS Halloween Terror Plot was just thwarted today.
Abroad, influence ops weaponize tech
and bias: Captured Hamas files prove Al Jazeera’s hotline to Gaza editors for
scripted “martyr” narratives; Russian disinformation floods ChatGPT and Grok,
citing sanctioned news outlets in 1-in-5 Ukraine answers. From AI-poisoned
chatbots to Qatari propaganda, foreign actors stoke division while extremists
light the match.
***Note: If you are not aware, Al
Jazeera Media Network is owned by the government of Qatar, which provides its
primary funding. While Al Jazeera states it is editorially independent, the
government's financial backing and leadership's ties to the ruling family have
led to questions about the extent of its editorial control. The network is
structured as a state-funded organization operating as a private foundation
under Qatari law.
• Ownership: The government of Qatar
owns the Al Jazeera Media Network and provides the majority of its funding.
• Structure: It operates as a private
foundation under Qatari law.
• Editorial Independence: Al Jazeera
maintains that it has complete editorial independence and that its content is
not controlled by the Qatari government.
• Debate: The government's financial
support and the involvement of members of the ruling family in senior positions
have led to debates and questions about the actual level of editorial
independence from the state.
ISIS HALLOWEEN TERROR PLOT FOILED BY
FEDS
A potential terror attack the FBI said
it thwarted in Michigan ahead of Halloween weekend had a connection to ISIS.
A top federal law enforcement source
told Fox News earlier Friday that the attack plot was tied to international
terrorism, but more information was not immediately available.
The FBI said Friday that it prevented
a potential terrorist attack in Michigan, arresting multiple suspects accused
of plotting violence over the Halloween weekend.
"This morning, the FBI thwarted a
potential terrorist attack and arrested multiple subjects in Michigan who were
allegedly plotting a violent attack over Halloween weekend," FBI Director
Kash Patel posted on X.
"More details to come,"
Patel wrote. "Thanks to the men and women of FBI and law enforcement
everywhere standing guard 24/7 and crushing our mission to defend the
homeland."
In a statement to Fox News, Patel said
the FBI’s quick response prevented a potentially tragic situation from
unfolding.
News of the thwarted plot comes 10
months after Shamsud‑Din Jabbar plowed a pickup truck into New Year's revelers
on New Orleans' Bourbon Street. Fifteen people were killed and dozens were
injured, making it one of the deadliest acts of terrorism in the U.S. since
9/11.
***Update 2030 hours:
Authorities stated (https://www.cbsnews.com/news/fbi-potential-terrorist-attack-thwarted-michigan-multiple-people-arrested/)
the plot was ISIS-inspired and developed through online chatroom
communications, initially uncovered by a FBI Joint Terrorism Task Force (JTTF)
member. Key indicators that are reported to have prompted the law enforcement
response included suspects attending a shooting range with AK-47 rifles and
practicing high-speed reload techniques; planning discussions monitored in the
digital chatrooms; specific mention of “pumpkin day” as an apparent code word
for Halloween; and evidence suggesting intent to conduct a mass casualty
attack. The combination of weapons training, tactical preparation, and specific
date references elevated the threat assessment and triggered the investigative
actions.
These overnight operations involved
coordinated efforts by multiple federal, state, and local agencies across two
Michigan cities. In the 5900 block of Horger Street, near Fordson High School
in Dearborn, FBI agents, SWAT teams, and local police maintained a significant
presence – with an FBI Evidence Response Team truck positioned outside the
residence, and Michigan State Police vehicles blocking street access – while
FBI personnel conducted evidence collection activities. A similar scene played
out at a second location two miles northeast in the 7800 block of Middlepointe
Street.
In Inkster, agents searched a storage
facility on Michigan Avenue as part of the investigation, with Michigan State
Police providing perimeter security during search operations.
This incident continues a concerning
pattern of ISIS-inspired activity in Metro Detroit:
• Jibreel Pratt (July 2025): Detroit
resident pleaded guilty to two counts of concealing material support to a
foreign terrorist organization following communication with an FBI informant.
• Ammar Said (May 2025): Arrested
after months of planning an attack against a U.S. Army installation in suburban
Detroit on behalf of ISIS, working unknowingly with undercover FBI employees.
Charged with attempting to provide support to a terrorist organization; case
progressed to criminal information stage in September, indicating a likely
guilty plea.
Homeland Security Implications:
This case highlights several critical
considerations for homeland security professionals:
1 Online Radicalization Persistence:
ISIS-inspired plots continue to develop through digital platforms despite
counterterrorism efforts.
2 Juvenile Involvement: The inclusion
of at least one juvenile among arrestees underscores ongoing challenges in
youth radicalization.
3 Tactical Preparation: Suspects’
weapons training and reload practice indicate advancement beyond aspirational
planning toward operational capability.
4 Date-Specific Targeting: Halloween’s
large public gatherings and youth participation made it an attractive target
for mass casualty objectives.
5 Multi-Agency Coordination:
Successful interdiction requires seamless cooperation among federal, state, and
local law enforcement.
This successful operation represents
proactive counterterrorism at its most effective: identifying threats early,
building comprehensive cases, and acting decisively to protect public safety.
As Director Patel noted (https://x.com/FBIDirectorKash/status/1984307894087561563),
the operation “is what defending the homeland looks like.”
IDAHO ISIS IDIOT
Idaho ISIS Supporter Pleads Guilty
Key Takeaways:
• Alexander Scott Mercurio, a
20-year-old from Coeur d’Alene, Idaho, pleaded guilty to attempting to provide
material support to ISIS.
• Mercurio pledged allegiance to ISIS,
created an online repository for pro-ISIS propaganda in early 2023, and planned
a church attack in Coeur d’Alene on April 7, 2024, using weapons including
knives and incendiary devices.
• He purchased items to execute the
attack and recorded a video pledging loyalty while holding a knife in front of
an ISIS flag; the FBI arrested him on April 6, 2024, one day before the planned
assault.
• Sentencing is scheduled for January
27, 2026, with a maximum penalty of 20 years in federal prison.
GZB INFOCUS: Countries With the Most
Airports in 2025
Key takeaways:
• The United States has by far the
most airports globally, with more than three times the number of Brazil, the
second-ranked country.
• Several large or geographically
dispersed countries like Brazil, Australia, and Canada also top the rankings,
reflecting their need for extensive air connectivity.
Random fact: Antarctica has 35
airports, but most are small airstrips or ice runways used seasonally for
research & logistics rather than commercial passenger travel
GZB INFOCUS EXTRA: America's Homeless
Population by State
Key Takeaways:
• California—also the most populous
state—has the largest homeless population in the country, at more than 187,000
people in January, 2024.
• While total counts tend to mirror
total population demographics there are exceptions like: New York (#2nd in
homelessness, #4th by total population), Washington (3rd by homelessness, 13th
by total population), and Massachusetts(5th by homelessness, 16th by total
population).
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
See More
GRAY ZONE BRIEF 31 OCTOBER 2025
***GZB TOP THREE
U.S. CHINA TRADE TRUCE
U.S. President Donald Trump rounded off
his six-day Asia trip on Thursday by reaching a framework trade agreement with
Chinese President Xi Jinping in Busan, South Korea. Trump hailed the meeting as
having been “truly great” and stressed that the U.S.-China relationship is
“very, very important.” But the bigger winner out of Thursday’s talks appears
to be Beijing, which used its near monopoly on rare earths and its purchasing
power on U.S. soybeans to leverage trade wins from the White House. This optic
may be an intentional by the White House as Asian culture is very different in
regards to perception. To “lose face” (credibility, status, reputation) is the
most embarrassing and unacceptable thing in As
Under the framework agreement, China and
the United States agreed to a one-year pause on further trade hostilities,
addressing a 90-day tariff suspension that was set to expire next month. As
part of the deal, Trump backed down on his threat from just two weeks ago to
raise tariffs by an additional 100 percent and instead halved Washington’s 20
percent fentanyl-linked levy, bringing down total U.S. duties on most Chinese
goods from 57 percent to 47 percent.
In exchange, Xi agreed to suspend
rare-earth export controls announced on Oct. 9 for at least one year. China
dominates global rare-earth supply chains controlling around 85 percent of
processing and 92 percent of magnet production, which are crucial to the U.S.
military, semiconductor, and auto industries. However, the statement from
China’s Ministry of Commerce about the agreement “did not address other
critical mineral export controls that Beijing had issued prior to
October—including ones on gallium and germanium, which are essential to
semiconductors—and China still requires firms to secure export licenses
for certain rare earths and magnets.”
China also agreed to resume buying
American soybeans. Beijing was once the biggest foreign buyer of U.S. soybeans,
but after Trump ignited his second-term trade war Xi effectively froze all new
orders—severely hurting American farmers.
Alongside rare earths and soybean sales,
the trade framework outlines that China will begin purchasing U.S. liquified
natural gas, particularly from Alaska, and both sides will suspend port fees
that they imposed on each other earlier this month. Still, it’s important to
note that since U.S.-flagged cargo ships barely ply the seas and don’t much
unload in Chinese ports, that was not a big concession on Beijing’s part.
While much of Thursday’s talks centered
on trade, Trump and Xi also discussed bilateral efforts to bolster
collaboration to end the Russia-Ukraine war. Notably, though, talks did not
center on Chinese purchases of Russian oil which Trump has long demanded that
Beijing end; China was the biggest buyer of Russian crude last year.
*Note: The two leaders also did not
discuss Taiwan.
This was the first in-person meeting
between Trump and Xi since the U.S. president’s first term six years ago. Trump
on Thursday confirmed that he plans to travel to China in April and that Xi
will visit the United States next year.
U.S. LIMIT ON REFUGEES
The Trump administration is restricting
the number of refugees admitted annually to the United States to 7,500 and they
will mostly be white South Africans, a dramatic drop announced Thursday that
effectively suspends America’s traditional role as a haven for those fleeing
war and persecution.
Why It Matters:
The move cements a major shift in policy
toward refugees that aligns with the Republican administration’s broader goals
of keeping out foreigners whom it deems a risk to the nation’s security or a
threat to U.S. jobs. That shift has meant increased immigration enforcement, in
cities and at borders and entry points, in what’s become a vastly changed
landscape in a country long seen as a beacon for migrants.
No reason was given for the specific new
numbers, which were published in a notice on the Federal Register and are a
steep decrease from last year’s ceiling of 125,000 set under Democratic
President Joe Biden. The Associated Press previously reported that the
administration was considering admitting as few as 7,500 refugees and mostly
white South Africans.
The notice said the admission of the
7,500 refugees during the 2026 budget year, which began Oct. 1, was “justified
by humanitarian concerns or is otherwise in the national interest.” It made no
mention of any other specific groups to be admitted besides the white South
Africans, also known also as Afrikaners.
U.S. ARMY NATIONAL GUARD
An existing separate but similar
structure, the National Guard Reaction Force, is expected to complete civil
unrest training and be fully operational by April 1. The total size of the
force will be 23,500 troops across all 50 states and three territories,
excluding the District of Columbia, the documents say. Most states will supply
500 personnel for the reaction force, with the rest falling between 250 and
450.
*Note: Those forces are typically used
for emergencies like disaster relief, not as on-call troops for civil unrest.
The mandate, along with the growing
presence of federal and immigration enforcement officers, suggests further
military deployments within the United States could grow in size and scope. The
deployments, which President Donald Trump has described as a bid to quell
violence and crime, have infuriated Democratic governors in multiple states,
who have fought the president’s deployments through litigation.
GLOBAL SITREP
UKRAINE
Fight or flight. Nearly 100,000 Ukrainian men aged 18 to
22 have crossed the border into Poland since Kyiv relaxed rules for leaving
Ukraine two months ago, according to new data from Poland’s border guard. By
comparison, just 46,000 men in this age range had crossed the border in the
first eight months of this year. The number of male Ukrainian refugees in
Germany also increased to 1,400-1,800 per week in October, up from just 19
prior to August. Before the policy change, men between the ages of 18 and 60 were
prohibited from leaving Ukraine.
*Note: I know one Ukrainian who will be
crossing the Polish border back into Ukraine.
IRAN’S NUKES & CHINA
Iran's missile program. Iran is working on rebuilding its
missile program with help from China, according to a CNN report which cited
European intelligence sources. Since late September, when U.N. sanctions were
reimposed on Tehran for failing to comply with the 2015 nuclear deal, Iran has
reportedly received from China several shipments of sodium perchlorate, a key
component in the production of solid propellant for Iran’s mid-range
conventional missiles. The supplies were likely purchased after Iran’s 12-day
war with Israel in June to help replenish Iranian weapons stockpiles. Several
of the cargo ships and Chinese firms involved in the transactions are under
U.S. sanctions.
U.S. ASKS AZERBAIJAN FOR TROOPS IN GAZA
U.S. request. The United States has reportedly asked
Azerbaijan to contribute troops to an international stabilization force in the
Gaza Strip. Baku has not yet made a decision on the matter but has made clear
that it will participate only with a mandate in place approved by the U.N.
Security Council, which would ensure international legitimacy and a clear
framework for conduct.
U.S. & SOUTH KOREA
Economic injection. South Korea has agreed to invest $350
billion in the United States in exchange for tariff reductions on South Korean
automobiles of 25 percent to 15 percent. The two countries struck the deal
during U.S. President Donald Trump’s visit to South Korea this week. According
to a White House fact sheet, the investment plan includes LS Group’s commitment
to invest $3 billion by 2030 in the U.S. power grid infrastructure; Korean
Air’s purchase of 103 new Boeing aircraft worth $36.2 billion; the South Korean
Air Force’s selection of L3Harris Technologies to develop a new airborne early
warning and control system aircraft in a $2.3 billion deal; a $5 billion joint
investment program to modernize U.S. shipyards; cooperation in military ship
maintenance, repair and overhaul, and the construction of new U.S.-flagged
vessels; and the purchase by Korea Natural Gas Corporation of approximately 3.3
million tons annually of U.S. liquified natural gas.
ARMENIA
EU support. The European Union will provide 5
million euros ($5.8 million) in funding to Armenia as part of a 2024 agreement
to support nuclear safety in the country. The funds will be used to conduct
stress tests at Armenia’s only nuclear power plant, to support capacity
building for a nuclear regulatory committee, and to assist in assessing safety
compliance. Meanwhile, Germany and Armenia held bilateral defense talks this
week in Yerevan. Defense officials from both countries discussed cooperation
initiatives for the coming year. Relatedly, it was also reported this week that
Armenia is considering purchasing from India Su-30 fighter jets, developed by
Russia and built by India’s Hindustan Aeronautics Limited.
GERMANY & TURKEY
Trip to Ankara. German Chancellor Friedrich Merz arrived
in Ankara to meet with President Recep Tayyip Erdogan. The meeting will focus
on bilateral relations, Turkey’s accession process to the European Union, and
cooperation in migration, energy, trade and security.
On the fence. Hamas has not yet made a decision on the
disarmament issue, Hamas politburo member Mohammed Nazzal said in an interview.
He added that the group has discussed the matter in talks with Turkish
officials in Doha but considers it a national issue.
GZB INFOCUS: Government Debt to GDP by
Country in 2025
Key Takeaways:
• The global debt-to-GDP ratio
rose 2.3 percentage points to 94.7% in 2025, but is still below the
pandemic-era peak of 98.7% in 2020.
• Japan remains the world’s most
indebted nation at 230% of GDP, followed by Sudan (222%) and Singapore (176%).
Global debt levels continue to rise, with
2025 marking another year of fiscal strain across both advanced and developing
economies.
This map shows how much each country’s
government debt compares to its economic output, measured as debt-to-GDP ratio,
offering insight into fiscal resilience and vulnerability worldwide.
The IMF estimates the global average
debt-to-GDP ratio at 94.7%, up from 92.4% the previous year.
While debt growth has slowed from the
COVID-19 surge and high of 98.7%, elevated borrowing costs and sluggish growth
are keeping public debt levels high.
Countries with the Highest Debt to GDP in
2025
At the top of the list, Japan holds a
staggering 230% debt-to-GDP ratio, reflecting decades of fiscal stimulus and
aging demographics.
Sudan (222%) follows, burdened by years
of economic instability and conflict.
Singapore (176%), though high on the
list, uses debt differently—largely tied to investment through its sovereign
wealth funds.
Other high-debt countries include
Venezuela (164%), Lebanon (164%), and Greece (147%), whose debt-to-GDP ratio
has fallen significantly from its peak of 210% in 2020.
Government Debt in Advanced and Emerging
Economies
Among advanced economies, average
government debt stands near 113% of GDP, led by countries such as Japan (230%),
Italy (137%), and the United States (124%).
In contrast, emerging markets average
around 74%, with large economies like China (84%) and India (81%) driving much
of the increase in recent years.
While emerging economies generally
maintain lower ratios, rising global interest rates have intensified fiscal
challenges, especially for nations reliant on external borrowing.
Pray.
Train.
Stay informed.
Build resilient communities.
—J.G.
GRAY ZONE BRIEF 29 OCTOBER 2025
OPERATION OUST MADURO
Defense Secretary Pete Hegseth
announced Tuesday that the U.S. military has carried out strikes in the eastern
Pacific Ocean on four boats accused of carrying drugs, killing 14 people and
leaving one survivor in the deadliest single day since the Trump administration
began its divisive campaign against drug trafficking in the waters off South
America.
It was the first time multiple strikes
were announced in a single day as the pace of the attacks has escalated. The
nearly two-month campaign and U.S. military buildup have strained ties with
allies in the region and opened speculation that the moves are aimed at ousting
Venezuelan President Nicolás Maduro, whom the U.S. has accused of
narcoterrorism.
A statement provided by a Pentagon
official, who spoke on the condition of anonymity to freely discuss the
operation, said the strikes were conducted Monday off the coast of Colombia.
***Note: These kind of leaks are
intentional. GZB’s assessment of why Venezuela is so important is for a number
of reasons:
1. Securing the entire Caribbean is in
our geopolitical interests for defense and economic security.
2. In the likelihood we go to war with
China, we are going to need gas and oil — cheap gas and oil as other trade
routes and supply chains get dangerous or cut off completely.
3. See the GZB INFOCUS for a more
detailed analysis.
ISRAEL & GAZA
Roadblocks in Gaza. Countries that
were expected to contribute to an international stabilization force for Gaza
are increasingly hesitant to participate due to Hamas’ continued armament, the
Israel Hayom newspaper reported Qatar, Egypt, Indonesia, Azerbaijan, Jordan and
Morocco were all expected to deploy troops to the region but are increasingly
worried about possible clashes with Hamas fighters. Saudi Arabia, which had
previously supported Israel’s demand for Hamas’ disarmament, is also scaling
back its participation in negotiations on the matter, in part because of
controversial comments made by the Israeli finance minister, for which he has
since apologized.
Relatedly, Israeli Prime Minister
Benjamin Netanyahu ordered "immediate and powerful strikes" in the
Gaza Strip on Tuesday after an Israeli military official stated that Hamas
violated the ceasefire.
RUSSIAN INTEREST RATES
Russian monetary policy. Russia’s
central bank will continue cutting interest rates into 2026, bank governor
Elvira Nabiullina said in a speech to lawmakers at the State Duma on Tuesday.
Since June, the bank has slashed rates by 4.5 percentage points. The latest
cut, on Oct. 24, lowered the rate by another 50 basis points to 16.5 percent.
Nabiullina stressed that these decisions aim to reduce inflation, which remains
around 8 percent, without causing an economic slowdown. The bank’s target is to
bring inflation down to 4 percent.
U.S. JAPAN UPDATE
U.S.-Japan deal. U.S. President Donald
Trump and Japanese Prime Minister Takaichi Sanae signed a trade agreement that
promises to usher in a “new golden age” of bilateral relations. Under the deal,
the U.S. will impose 15 percent tariffs on all Japanese imports (down from the
25 percent Trump had previously threatened), while Japan will launch a $550
billion fund for new investments in the U.S. They also signed an agreement
promising cooperation on securing supplies of essential minerals and rare earth
metals.
FRENCH BOOTS ONNTHE GROUND IN CENTRAL
UKRAINE?
Ukraine deployment? Russia’s Foreign
Intelligence Service warned that France is planning to deploy up to 2,000
troops to central Ukraine in the near future. According to the agency, the
majority of the contingent will be members of the Foreign Legion from Latin
American countries. It also said the French military already has soldiers
stationed in Poland near the Ukraine border undergoing training.
ASEAN & RUSSIA
Russia and Southeast Asia. Russia is
expanding trade using currencies other than the dollar with members of the
Association of Southeast Asian Nations, Russian Deputy Foreign Minister Andrei
Rudenko said Moscow is gradually switching to the Chinese yuan not only in
trade with Beijing but also with ASEAN countries. In addition, on the sidelines
of the ASEAN summit in Malaysia this week, Russian officials indicated that
Moscow was working with Vietnam on establishing a railway connection through
China and Mongolia to improve connectivity between the two countries. They also
agreed to expedite agreement on Russia's construction of Vietnam’s first
nuclear power plant.
INDIA & RUSSIA MOU
Expanding cooperation. India’s
state-owned Hindustan Aeronautics Limited signed a memorandum of understanding
with Russia’s United Aircraft Corporation to produce the UAC’s SJ-100 civilian
aircraft. The jet was manufactured in Russia until 2022, when the UAC fell
under U.S. and European sanctions over Moscow’s invasion of Ukraine. Production
of an alternative version of the aircraft, substituting imports with
domestically made parts, is expected to begin in 2026.
TURKEY & THE UK
Military procurement. Turkey has
signed an 8 billion pound ($10.6 billion) deal with the United Kingdom to
purchase 20 Eurofighter Typhoon jets. The agreement was formalized during
British Prime Minister Keir Starmer’s first visit to Ankara since taking office
last year.
ASEAN & CHINA
Trade in Asia. China and the countries
of the Association of Southeast Asian Nations reached a deal to upgrade their
free trade agreement. The enhanced pact will cover new areas such as the
digital and green economies, as well as supply chain connectivity.
IRAQ, IRAN & SYRIA
Reestablishing ties. Iraq is
reportedly secretly mediating talks between Iran and Syria on restoring
diplomatic ties after the fall of the Iran-backed Assad regime in Damascus. In
recent months, delegations of Iraqi intelligence and Foreign Ministry officials
have apparently visited Damascus to meet with top Syrian officials. The main
goal of the talks was to open channels of communication between the two
countries and find avenues for cooperation.
AFGHANISTAN & PAKISTAN UPDATE
No deal. Peace talks in Istanbul
between Pakistan and Afghanistan have reportedly concluded without a resolution
following deadly clashes earlier this month. The two sides hit an impasse over
the fate of the Tehreek-e-Taliban Pakistan militant group, which Islamabad says
is now based in Afghanistan.
GZB INFOCUS: OPERATION OUST MADURO
& UNDERSTANDING “GRADUATED PRESSURE”
In October, Washington deployed the
USS Gerald R. Ford carrier strike group from Europe to the southern Caribbean –
a move that consolidates what had been haphazard interdiction and training
missions into a single, layered air-sea posture. It was billed as a
counter-narcotics and freedom-of-navigation mission, but its true purpose is to
deny Venezuela freedom of movement along its northern coast. In practice, it
will be capable of sustaining pressure on Caracas without having to occupy it.
It is nothing less than a recalibration of U.S. influence in the Caribbean that
now aims to shape Venezuela’s behavior.
The strike group’s arrival will raise
the total number of U.S. vessels in the area to 10-15.
They include Tomahawk-capable
destroyers, an amphibious assault ship and a reported attack submarine. This
sea power links to a distributed land-and-air architecture that surrounds
Venezuela on three axes. From the west, Panamanian and Colombian cooperation
provides access and launch points that close the western approaches. To the
north, intelligence, surveillance and reconnaissance (ISR) and logistics nodes
in Puerto Rico and Guantanamo Bay form the basin’s backbone. To the east,
forward sites across the Netherlands Antilles, Trinidad and Tobago, and the
newly requested radar node at Grenada establish a forward line of surveillance
and interception.
Together, these assets envelop
Venezuela’s northern littoral region. Meanwhile, the Guiana Shield’s dense
jungle, the Orinoco basin and the Andean foothills along Colombia block its
southern frontier from large-scale movement. In short, geography and U.S.
assets are such that Venezuela’s only room to maneuver is to the north.
Platforms therein perform distinct but
complementary functions. Carrier assets and long-range bombers offer strike
options at scale. EA-18G Growlers provide an electronic warfare layer that can
suppress coastal radars and jam command and control links. E-11A BACN relays
knit dispersed air, surface and special operations elements into a single joint
command picture. And F-35s, Tomahawk-armed destroyers and an attack submarine
supply persistent, over-the-horizon strike capacity.
Operationally, this gives Washington
three options it didn’t have before. One is continuous maritime denial across
every major approach. The second is rapid, precise strikes on identified
maritime and coastal nodes without forward basing. The third is graduated
pressure – that is, the ability to tighten or relax pressure as the situation
demands. Because the ring relies on overlapping nodes instead of occupation, it
operates within the legal frame of interdiction and maritime security.
It cannot be overstated how much
geography complements U.S. capability here. Population and economic
infrastructure are concentrated along a narrow coastal strip and a few river
valleys. Farther inland, the Andes, dense forest and poor roads create natural
defenses that hinder mechanized movement. (That same terrain and infrastructure
limit Caracas’ ability to project forces or reroute logistics.) For the U.S.,
these constraints make a conventional ground invasion both politically costly
and operationally inefficient: moving and sustaining large forces over poor
logistics corridors would be slow, casualty-prone and politically explosive.
Amphibious options, meanwhile, face narrow approaches from low ground. The
terrain favors defensive, guerrilla-style resistance.
In contrast, the northern littoral and
offshore approaches offer clear operational advantages for a maritime-air
campaign instead. Major ports, oil storage nodes and identifiable informal
transshipment points link producers, middlemen and export routes. They are also
vulnerable to detection and precision strikes. Offshore rendezvous and small
illegal beaches complicate complete interdiction, but they also distribute the
target set into predictable chokepoints. In other words, the environment all
but demands a naval-centric coercion model for the U.S. that denies movement at
sea, severs littoral logistics and strikes key coastal chokepoints tied to drug
trafficking.
This model draws from the playbook
used in Operation Rough Rider, which sought to contain Houthi maritime threats
in the Red Sea through decentralized naval formations linked by real-time ISR.
Carrier aviation and drones provide identification, targeting and strike
options, all under the pretense of narcotics interdiction. For Venezuela, each
strike will demonstrate capability and intent without qualifying as regime
change. The repetition becomes the message: Any destabilizing activity –
trafficking, foreign basing or covert logistics – will be disrupted at will.
In terms of conventional military,
Venezuela is dramatically outmatched. It boasts an estimated 123,000 active
personnel, but its force structure is aging, poorly maintained and heavily
dependent on external advisory and logistical support. That creates a
structural asymmetry.
Unlike the Houthis’ decentralized,
survival-based command model, Venezuela lacks a distributed operational
structure supported by networked ISR. Its radar and air defense posture are
oriented toward traditional corridors and point defenses, and it lacks the
targeting capability needed to contest a distributed, multidomain U.S. strike
pattern.
The equipment Venezuela does possess –
fast-attack boats and Nasir/CM-90–class anti-ship missiles – has potential but
can be only so useful without sophisticated targeting. Coastal radars near sea
level have a limited horizon (only tens of kilometers, depending on antenna
height and atmospheric refraction), so shore-based and small-boat missiles
cannot exploit their full range without satellite or over-the-horizon targeting
links. Venezuela fields Russian-supplied S-300VM systems, but their coverage
remains largely dependent on fixed sites. Iranian-modeled loitering munitions
and fast boats can harass littoral operations, but without integrated air
defense coordination, they are little more than tactical nuisances against U.S.
forces. The likely outcome is operational exhaustion, a slow squeeze that
degrades revenue and isolates the government in Caracas.
The U.S. isn’t without its own
constraints. Its goals in the Caribbean are threefold – hemispheric denial,
counter-narcotics enforcement and coercive leverage on Venezuela – but the
pursuit of any goal comes at the expense of at least one of the others. For
example, if the Venezuelan government collapsed quickly, it would likely
destabilize the hemisphere through mass displacement and create a power vacuum
that could be filled by something even more hostile to U.S. interests.
Other, more practical constraints
remain. Legal boundaries between law enforcement interdiction and the use of
force, the need for verifiable intelligence and the risk of civilian casualties
all raise the political cost of strikes ashore. Regional diplomacy matters are
also an issue. Colombia, Caribbean states and Brazil can amplify or blunt U.S.
movement, depending on their own interests. Other countries farther afield
could also affect the outcome of the operation. Russia, for example, formalized
its alignment with Venezuela on Oct. 27 through the Strategic Partnership and
Cooperation Agreement. It’s not a defense pact, but it does outline strategies
to counter Western sanctions and to cooperate on economic, humanitarian and
military-technical matters. Though Russia has its own limitations, any
involvement could raise the cost of escalation. Any escalation, such as a
limited maritime blockade of exports, would draw significant international
backlash from nations reliant on its crude – notably China, India and Caribbean
states.
The bottom line is that the U.S. can
and will apply calibrated maritime and air pressure where evidence is robust
and partners acquiesce, but it will hesitate to escalate into overt
regime-targeted strikes or occupation unless compelled by an acute, unambiguous
national security threshold. The tension between expansive objectives and
restrictive constraints will define the tempo and the extent of U.S.
operations.
The more likely targets will include
small “go-fast” boats, semi-submersibles and motherships that move cargo
through the northern approaches, along with offshore tankers and storage sites
linked to illicit networks. Secondary targets will include coastal logistics
nodes: informal jetties, beaches and small piers used for repeated
transshipment. If pressure proves insufficient or if there is more evidence of
clearer threats, the campaign could take aim at processing facilities and
airstrips supporting covert logistics flights or regime-affiliated vessels
credibly tied to trafficking operations. The highest risk threshold – strikes
on regime targets, major oil terminals or the like – would constitute direct
state pressure, inviting regional backlash and likely an international
response. It would also jeopardize U.S.-licensed commercial interests in the
country.
Conclusions
The most plausible near-term outcome,
then, is a protracted, coercive campaign that progressively squeezes
trafficking networks while signaling sustained pressure on Caracas. If that
pressure fails to induce Washington’s desired changes, then operations could
expand. Miscalculation is the biggest risk: A strike causing major civilian
harm or a hostile Russian or regional response could transform a limited
coercive campaign into a broader crisis.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
See More
GZB SPECIAL REPORT: RARE EARTH METALS
CHINA’S DOMINANCE IN RARE EARTH METALS
Rare earth metals are a set of 17
chemically similar elements integral for modern technologies, such as
neodymium, used in magnets, lanthanum, used in camera lenses and batteries, and
cerium, used in catalytic converters.
Key Takeaways:
• China has dominated the rare earth
metals industry over the past three decades, currently accounting for over
two-thirds of global production as of 2023.
• The United States has made a big
comeback in rare earth metal production, particularly from 2017 onwards. U.S.
production jumps from 15.4 kilotonnes in 2017 to 43 kilotonnes in 2023,
indicating efforts to reduce reliance on Chinese supplies and boost domestic
production.
• The world is mining more rare earth
metals than ever. Production has jumped from 75.7 kilotonnes in 1995 to over
350 kilotonnes in 2023, reflecting the growing demand for these metals in
high-tech applications.
RARE EARTHS CRITICAL TO U.S. SECURITY
IN 2025
Key takeaways:
• A trade disruption of rhodium from
South Africa was estimated to result in a net decrease of more than $64 billion
in U.S. GDP over the course of one year.
• Similarly, a disruption of niobium
from Brazil was estimated to result in a net decrease of more than $10.4
billion in the U.S. GDP.
• China was the leading contributor to
the probability-weighted net decrease in U.S. GDP of 46 of the 84 mineral
commodities examined, including all the rare earth elements, gallium,
germanium, tungsten, and magnesium metal.
-END REPORT-
GRAY ZONE BRIEF 28 OCTOBER 2025
TOP 3 ITEMS
U.S. & CHINA TRADE
Trade truce. China and the U.S. agreed
over the weekend on a “basic consensus” to address one another’s trade
concerns. At a meeting in Malaysia attended by Chinese Vice Premier He Lifeng,
U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer,
the sides discussed U.S. tariffs on China’s maritime, logistics and
shipbuilding sectors, extension of the reciprocal tariff suspension,
fentanyl-related tariffs and law enforcement cooperation, agricultural trade
and export controls. According to the White House, U.S. President Donald Trump
and Chinese President Xi Jinping will meet in South Korea on Oct. 30. Beijing
has not confirmed the meeting.
U.S. & MALAYSIA
Rare earths deal. The U.S. and
Malaysia signed a critical minerals agreement on Sunday. Kuala Lumpur pledged
to refrain from banning or imposing quotas on critical mineral exports to the
U.S., and Washington agreed to formalize a 19 percent tariff on Malaysian
goods. Malaysia also agreed to accelerate the development of its critical
minerals sector in partnership with U.S. companies, including extending
operating licenses to increase production capacity.
U.S. & JAPAN
Trump says missiles for Japan’s F-35s
will arrive ‘this week’ during visit to USS George Washington. President Trump
told US troops in Japan that missiles for Tokyo’s F-35 jets are arriving
"this week," marking a new phase in US–Japan defense cooperation amid
his ongoing Asia tour. President Donald Trump told U.S. troops aboard the USS
George Washington at Japan’s Yokosuka Naval Base on Tuesday that the
"first batch of missiles for Japan’s F-35 fighter jets "will arrive
this week," suggesting that U.S. defense deliveries to Tokyo are moving
ahead of schedule.
The comments came during Trump’s
hour-long remarks to sailors as part of his wider Asia trip, which included a
stop in Malaysia before Japan, where he met with the country’s first female
prime minister, Sanae Takaichi, and signed a new U.S.-Japan framework agreement
on rare earth minerals. Later this week, Trump is expected to meet with Chinese
President Xi Jinping.
Washington has approved several large
arms sales to Japan, including advanced AIM-120 AMRAAM and AIM-9X air-to-air
missiles designed for F-35s.
The comments came during Trump’s
hour-long remarks to sailors as part of his wider Asia trip, which included a
stop in Malaysia before Japan, where he met with the country’s first female
prime minister, Sanae Takaichi, and signed a new U.S.-Japan framework agreement
on rare earth minerals. Later this week, Trump is expected to meet with Chinese
President Xi Jinping.
Washington has approved several large
arms sales to Japan, including advanced AIM-120 AMRAAM and AIM-9X air-to-air
missiles designed for F-35s.
Why These Matter:
The U.S. is securing rare earth
minerals to counter China’s monopoly on rare earths elements critical to our
technology and defense industries, while bolstering security and defense with
partners across Asia to gain leverage ahead of Trump’s meeting with Xi Jinping.
This “Declaw & Defang” the Dragon
strategy will prove crucial in the attempt to rein China into better trade
deals for the U.S. and possibly persuade them not to invade Taiwan and avoid
near future conflict in 2026, in the South China Sea.
Any conflict between the U.S. &
China would no doubt lead to intensified gray zone conflict where both the U.S.
and China could potentially suffer the long-term consequences of multiple grid
down scenarios, financial and economic crises, food security and supply chain
issues.This would no doubt put a tremendous strain on a global economy that is
currently slow growth with a decrease in global financial investment.
MIDDLE EAST SITREP
Key Takeaways:
• Hezbollah Disarmament: The Lebanese
Armed Forces’ apparent hesitancy to disarm Hezbollah has increased
international frustration and concern about a potential resumption of fighting
between Israel and Hezbollah. Deputy US Special Envoy Morgan Ortagus arrived in
Beirut on October 27 to meet with senior Lebanese officials in hopes of
preventing renewed fighting between Israel and Hezbollah.
• Israeli Strikes in Lebanon: The
Israel Defense Forces (IDF) continued its airstrike campaign across Lebanon to
prevent Hezbollah reconstitution efforts. The IDF has killed approximately
seven Hezbollah fighters and one Hezbollah-affiliated weapons smuggler since
CTP-ISW’s last data cutoff on October 24.
• Iranian Political Faction
Infighting: Iranian officials are concerned that divisions among Iranian
political factions around foreign policy will destabilize the Iranian regime
and present opportunities for exploitation by Iran’s adversaries. Pragmatic hardliner
and Iranian Parliament Speaker Mohammad Bagher Ghalibaf called on all Iranian
political factions to demonstrate national unity in a parliament session on
October 26.
• Iraqi Shia Political Party
Divisions: Unspecified Shia Coordination Framework parties are reportedly
attempting to receive political support from the United States ahead of the
November 2025 Iraqi parliamentary elections, which reflects continued divisions
within the coalition. Iraqi media reported on October 27 that unspecified Shia
Coordination Framework parties are in a “political rush” to receive US support
before the elections on November 11, 2025.
GAZA UPDATE
Technocratic committee. Leaders of
Palestinian factions, including Hamas, met in Cairo and agreed to transfer
governance of the Gaza Strip to an interim committee made up of Palestinian
technocrats. The committee, working with Arab countries and international
institutions, will manage basic services in Gaza. A committee will also be
established to oversee the financing and implementation of Gaza’s
reconstruction.
ISRAEL & GAZA
Securing the peace. Israel’s key
remaining objective in Gaza is the complete demilitarization of the strip,
according to Israeli Defense Minister Israel Katz. Approximately 60 percent of
the tunnels in Gaza still exist, Katz said, adding that the Israeli military
was working to destroy the remaining tunnels in the Israel-controlled “yellow
zone.” Katz also said Israel has stressed to the U.S. the importance of
completing the Gaza operation for the implementation of Trump’s peace plan.
Meanwhile, the U.S. has reportedly deployed reconnaissance drones over Gaza to
monitor both sides’ compliance with the “fragile” ceasefire, U.S. and Israeli
officials said.
U.S. FORCES IN SYRIA
Increased activity. A 25-truck convoy
of the U.S.-led international coalition was spotted crossing the border into
Syria from Iraq’s Kurdistan Region carrying weapons and military equipment, the
Syrian Observatory of Human Rights reported. The convoy arrived last Friday at
the Qasrak base in the northern province of Hasakah. On Oct. 16, another row of
20 trucks carrying equipment and fuel arrived at the same base. This comes as
the coalition has begun construction of a new military outpost near the border
crossing between Syria, Iraq and Jordan. In that same area, increased military
activity has recently been reported, including reconnaissance drone flights and
the deployment of U.S. tanks and aircraft.
PKK & TURKEY
PKK withdrawal. The Kurdistan Workers’
Party, a separatist group more commonly known as the PKK that the government in
Ankara considers a terrorist organization, announced that it would withdraw all
its fighters from Turkey in accordance with the peace agreement forged with
Ankara. Kurdish news agencies seem to have confirmed as much, releasing footage
of PKK fighters leaving the country for northern Iraq.
GLOBAL SITREP
AFGHANISTAN & PAKISTAN
Taliban ceasefire. After 15 hours of
negotiations in Istanbul, representatives of the Taliban submitted the final
draft of a ceasefire agreement between Afghanistan and Pakistan. The document
emphasizes the principle of “non-violation of Afghan territory and airspace”
and the commitment to preventing the use of Pakistani territory by “opponents
of the Taliban.” It also provides for the creation of a mechanism to monitor
and exchange information on possible violations. Negotiations are expected to
continue as Pakistan insists on imposing punitive measures against the
Pakistani branch of the Taliban, Tehreek-e-Taliban Pakistan, for recent
cross-border attacks.
RUSSIA & NORTH KOREA
Russian and North Korean
commitments. Russian President Vladimir Putin met with North Korean Foreign
Minister Choe Son Hui in Moscow. The Kremlin meeting reaffirmed what Putin
described as the “planned and stable” development of ties fully aligned with the
mutual interests of the two countries.
RUSSIAN NUCLEAR POWER PLANT DEAL
Russia and Malaysia. Russia is ready
to help Malaysia build a large-capacity nuclear power plant, as well as
attendant modular reactors, Russian Deputy Prime Minister Alexey Overchuk said
after a meeting with his Malaysian counterpart. During the meeting, they talked
up the potential for increased bilateral trade, particularly with regard to
energy, agricultural products, pharmaceuticals and industrial equipment. From
January to August, trade between the countries grew by 32.1 percent, reaching
$2.47 billion.
U.S. & UZBEKISTAN
The U.S. in Uzbekistan. A U.S.
delegation led by Sergio Gor, the special envoy for South and Central Asian
affairs, and Deputy Secretary of State Christopher Landau is in Uzbekistan for
discussions on trade and investment in strategic minerals and energy. The
delegation also met with representatives of U.S. companies to discuss prospects
for joint projects. It will next visit Kazakhstan to discuss bilateral and
regional issues, including strengthening U.S.-Kazakh political dialogue and
expanding trade and economic cooperation.
GZB INFOCUS: The
State of the Axis of Resistance: Assessing Risks and Opportunities for the
United States
• Iran and its so-called Axis of
Resistance are at their weakest in years. They have sustained significant
defeats since the beginning of 2024, losing much of their military strength and
influence across the Middle East.
• Iran and its Axis of Resistance are
now trying to slow and reverse their losses. They are also fundamentally
rethinking their strategy, which will change the nature of the threat that Iran
poses to US interests, personnel, and partners in the Middle East.
• The United States cannot allow Iran
to rebuild and again threaten to destabilize the Middle East. That would risk
Washington again suffering a strategic surprise and jeopardizing its
competition with China and Russia.
• The United States should take
proactive measures to solidify the losses that Iran and its Axis of Resistance
have incurred and use that momentum to further contain them across the Middle
East.
Executive Summary:
Iran has suffered repeated defeats
across the Middle East since the beginning of 2024. Israel has severely damaged
the Iranian-led Axis of Resistance in its campaigns against Hamas in the Gaza
Strip and Hezbollah in Lebanon. The Assad regime in Syria has fallen and
severed Iranian access to its militia allies in the Levant. And Israeli
operations have eliminated key Iranian and Iranian-backed figures and degraded
Iranian air defenses and missile forces. Tehran has thus become more vulnerable
and lost much of its regional influence and ability to project force, bringing
it to its weakest in decades.
These defeats have reduced the threat
to US interests, personnel, and partners in the Middle East and afforded the
United States the strategic bandwidth to focus its attention and resources on
other parts of the globe.
There is no guarantee, however, that
these victories will last. Iran and its Axis of Resistance remain hostile to
the United States and its partners and expect more conflict. They will spend
the coming years rebuilding their strength and collaborating with major US
adversaries, such as China, North Korea, and Russia, to erode US global
influence and undermine the US-led international order. Tehran and its militia
allies will, of course, need years of concerted effort and investment to return
to their previous levels of strength. But if left unchecked in that time, they
will likely succeed, which would enable them to again plunge the Middle East
into instability.
The United States cannot accept that
risk, as it was under those conditions that Hamas invaded Israel and ignited a
war that rapidly spread across the Middle East. Washington faced numerous
crises suddenly, as Iranian and Iranian-backed forces attacked American service
members, international shipping, and key US partners. Tehran meanwhile
accelerated its nuclear activities, at one point having enough fissile material
to produce nine nuclear weapons within weeks. These challenges yanked US
attention and resources back to the region and away from other global
priorities, such as competition with China and Russia. Incurring such a
strategic setback in the Middle East at some future point when the United
States has already committed itself to managing crises elsewhere in the world,
such as a Chinese attack on Taiwan, could be catastrophic.
The United States should therefore
capitalize on the moment of relative weakness affecting Iran and its Axis of
Resistance to make lasting gains and prevent them from rebuilding. That means
solidifying recent progress and using the positive momentum to further
constrain Iranian and Iranian-backed forces across the Middle East. Washington
has an unprecedented opportunity in this regard. Pressing this advantage could
reduce the medium- and long-term threats to US interests, personnel, and
partners and help stabilize the region after two years of widespread conflict.
It could also help ensure that the United States can safely focus on advancing
its interests and defending its principles elsewhere.
***This report provides
recommendations that form a foundation from which the United States can develop
a more coherent, long-term approach to containing the Iranian threat and
promoting Middle Eastern stability.
First, the United States must
collaborate with its international partners, especially the European countries,
to prevent Iran from acquiring a nuclear weapon and rebuilding its offensive
capabilities. Negotiations are a perfectly viable way to prevent nuclear
proliferation in principle. But the United States must remain prepared to use
force—as it has already to tremendous effect—to prevent Iran from becoming a
nuclear power. The United States and its international partners must also
enforce the UN “snapback” sanctions that the United Kingdom, France, and
Germany reactivated against Iran. Those sanctions include an international arms
embargo that will hinder Iranian efforts to rebuild its offensive capabilities
with foreign assistance.
Second, the United States should
support an international effort to establish a new Palestinian governing
authority that opposes Hamas and can rebuild the Gaza Strip.
That authority could manage the
distribution of aid, housing of displaced Gazans, and administration and
reconstruction of the strip. It could supplant Hamas as the primary political
power in the strip and gradually erode Hamas’s influence. This is the most
effective way to create long-term peace in the Gaza Strip; military operations
cannot achieve this effect alone, because they challenge Hamas at the military
level but not the political one. The international community would, of course,
need to support a new governing authority with financial and security
assistance, especially as that authority works to destroy the remaining Hamas
remnants. Egypt and the Gulf states are well poised to assist here.
Third, the United States should
aggressively support the full implementation of the Israel-Lebanon ceasefire
agreement, which requires that the Lebanese government and military remove
Hezbollah forces from southern Lebanon and prevent the group from rebuilding
militarily. Newly elected Lebanese leaders have voiced their desire to disarm
Hezbollah promptly. Hezbollah has responded characteristically with threats to
the government, highlighting the risk inherent in trying to disarm the group.
But Hezbollah is weaker now than at any point in decades; Washington has a rare
window of opportunity to defeat a terror group that has long antagonized the
United States and killed many Americans. The United States should also explore
how to collaborate with regional partners and use sanctions to prevent
Hezbollah from reconstituting.
Fourth, the United States must support
long-term Syrian stability and a political order that integrates all
ethno-religious minorities, reconciles rival political factions, and destroys
Assad-era militant and criminal networks that seek to destabilize the country.
Promoting such stability requires maintaining the US force presence in Syria as
part of the international coalition to defeat ISIS. The United States should
also pressure the transitional government and its backer, Turkey, to build a
broad-based and fully representative political system. The United States should
similarly press the transitional government to pursue fair and transparent
justice against former Assad regime officials who committed crimes against the
Syrian people. Doing so would minimize the appeal to some Syrian elements of
supporting anti-government networks tied to Bashar al Assad and potentially
aligned with Iran.
Fifth, the United States should
increase support for—rather than abandon—Iraqi leaders who wish to see their
country independent from Iranian domination. The United States should retain
its force presence in Iraq, as it empowers those Iraqi leaders, and collaborate
with them to constrain and marginalize Iranian-backed militias. Washington must
also be prepared to use force against those militias should they again threaten
US service members. The militias stopped attacking US personnel after the
United States threatened their key leaders, many of whom are designated
terrorists. The United States can maintain this deterrence while exploring
political and economic measures with Iraqi leaders to minimize Iranian
influence there. The militias will respond threateningly, which is why Iraqi
leaders need US backing and protection.
Finally, the United States should seek
to render the Houthis unwilling to attack international shipping and US
partners. The Houthis are currently willing to do both. Airstrikes alone cannot
deter the Houthis. And the United States cannot tolerate a future wherein
transit through the Red Sea and Gulf of Oman is under the constant threat of
Houthi attack. That would imperil US sailors and vessels transiting the region
and continue inflating shipping prices. The United States should specifically
be prepared to support local partners in conducting offensive ground operations
against the Houthis. A committed US effort to back partners in challenging
Houthi political control is the most straightforward—and perhaps only—path to
render the Houthis unwilling to conduct attacks outside Yemen.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GRAY ZONE BRIEF 27 OCTOBER 2025
ASEAN MEETING UPDATE:
The Association of Southeast Asian
Nations welcomed East Timor as its newest member Sunday, which its prime
minister said was a “dream realized” for the tiny nation. Meanwhile, Cambodia
and Thailand signed an agreement expanding a ceasefire on their borders with
the hope it will lead to a lasting peace.
“Today, history is made,” Prime
Minister Xanana Gusmao told the other leaders as the flag of East Timor, also
known as Timor Leste, was added to the other 10 on the stage at a formal
ceremony in Kuala Lumpur. It was ASEAN’s first expansion since the 1990s and
was more than a decade in the making.
“For the people of Timor Leste this is
not only a dream realized, but a powerful affirmation of our journey — one
marked by resilience, determination and hope,” he said.
Why It Matters:
The ceremony marked the opening of
ASEAN’s annual summit, followed by two days of high-level engagements with key
partners including China, Japan, India, Australia, Russia, South Korea and the
U.S.
THAILAND & CAMBODIA
Shortly after his arrival Sunday, U.S.
President Donald Trump took part as Cambodia and Thailand signed a formal
expansion of the ceasefire that he helped broker this summer to end their
border conflict.
“There was a lot of killing. And then
we got it stopped, very quickly,” Trump said before Cambodian Prime Minister
Hun Manet and Thai Prime Minister Anutin Charnvirakul signed the agreement.
Note: The terms of the agreement
include Thailand releasing 18 Cambodian soldiers held prisoner and for both
sides to begin removing heavy weapons from the border area.
2 U.S. AIRCRAFT GO DOWN IN SOUTH CHINA
SEA
A US Navy helicopter and a fighter jet
both crashed in the same half hour on Sunday during separate routine operations
over the South China Sea, with all crew members safely rescued, the Navy’s
Pacific Fleet said.
The Navy has launched an investigation
into the cause of both incidents t hat occurred over strategic waters seen as a
potential flashpoint for global conflict.
US President Donald Trump called the
back-to-back crashes “very unusual” and raised the possibility of a fuel
problem while speaking to reporters aboard Air Force One, en route from
Malaysia to Japan on Monday.
“They think it might be bad fuel.
We’re gonna find out. Nothing to hide, sir,” Trump said in response to a
question.
The Navy said on social media that a
MH-60R Seahawk helicopter went down around 2:45 p.m. local time “while
conducting routine operations from the aircraft carrier USS Nimitz.”
Search-and-rescue crews rescued three crew members, the Navy said.
About 30 minutes later, an F/A-18F
Super Hornet fighter also crashed while conducting routine operations from
Nimitz. Both crew members ejected and were safely recovered, the Navy said. The
F/A-18 is at least the fourth of the $60 million fighter jets the Navy has lost
this year.
Why It Matters:
Bracketed by China and several
Southeast Asian nations, parts of the vital South China Sea are claimed by
multiple governments, but Beijing asserts ownership over almost all of the
strategic waterway, in defiance of an international court ruling.
Over the past two decades, China has
fortified its territorial claims by constructing military installations on
contested islands and reefs. The US says China’s assertions and military
buildup threaten freedom of navigation and free trade in the waterway.
US forces maintain a steady presence
in the region to push back on Chinese sovereignty claims and support
Washington’s allies and partners.
The aircraft crashes come amid Trump’s
diplomacy tour in Asia, where he’s expected to meet with Chinese leader Xi
Jinping this week for talks focused primarily on trade.
*Note: Relations between the two
nations had soured in recent weeks after both slapped sweeping measures on the
other following months of relative calm. Treasury Secretary Scott Bessent said
Sunday that the US has reached a framework trade agreement with China, easing
tensions before the highly anticipated meeting between Trump and Xi.
AIRBUS, THALES, LEONARDO MERGER
Europe’s three big space operators
have announced a merger of their space businesses to take on competitors like
Elon Musk’s Starlink. Airbus, Thales and Leonardo will pool their space efforts
in a new company employing 25,000 staff with an an annual turnover of about
€6.5 billion ($7.5 billion) and a three-year order backlog, the firms said on
Thursday.
“The combination is expected to
generate mid triple-digit million-euro of total annual synergies on operating
income five years after closing,” the firms added.
Why It Matters:
The new company, which has been in the
pipeline for months, aims at boosting “Europe’s strategic autonomy in space, a
major sector that underpins critical infrastructure and services related to
telecommunications, global navigation, earth observation, science, exploration
and national security,” the firms stated. The firm should be operational by
2027.
GZB INFOCUS: VENEZUELAN, THE U.S. IN
THE CARIBBEAN & FENTANYL FLOW FROM CHINA!
The world's largest aircraft carrier
is steaming towards the Caribbean supported by the rest of its "carrier
group" to add even more muscle to the US forces already threateningly
close to Venezuela.
The question is simple - is this
really all about President Trump’s war on drugs in South America?
I doubt it. A sledgehammer to crack a
nut that isn't even there.
There are a few reasons to doubt the
American government's stated aim of wiping out these so-called "narco
terrorist" gangs threatening the US from Venezuela, even after one takes
out of the equation the sort of equipment the military is deploying - which
isn't what they would need for effective drug smuggling interdiction.
While the president acknowledges that
the synthetic opioid fentanyl is a huge killer in the US (which it is) and is
supplied by drug gangs (which it is), to blame Venezuela for fentanyl
production may not be correct.
Mexican cartels produce fentanyl with
precursors largely supplied from China, and it is from Mexico - America's
neighbour - that the fentanyl is smuggled directly into the US across its
southern border.
Venezuela isn't involved in this
fentanyl business in any meaningful way, and I know this because I have
researched the Sinaloa cartel's fentanyl production labs in Mexico and the flow
of precursors from China and included this Intel in a lot of GRAY ZONE BRIEFS
over the past couple of years.
The Mexican cartels are very proud of
their business, and from my experience covering this story over the years, when
the drugs cartels are proud of something, and it makes them a lot of money -
which fentanyl does - they don't share the market with anyone, and certainly
not with Venezuela.
President Trump is right that
Venezuela is now a large supplier of other illegal drugs, especially cocaine,
but they come from countries like Colombia, Peru, and Bolivia, which are the
largest producers of the coca leaf in the world (the coca leaf is what cocaine
is made from).
Venezuela, which borders Colombia, is
largely a transit country to the Caribbean in the same way that Ecuador, which
also borders Colombia, is a transit country to the Pacific.
(Note: The Florida Straits are not the
only exit from the Gulf of Mexico. There is another one at the western end of
Cuba through the Yucatan Channel that runs south. It is a longer route to
Europe, and it could be blocked as well as the corridor to the Carribean that
passes by Venezuela.)
Neither Venezuela nor Ecuador are
significant drug producers. Most drugs enter Venezuela overland, primarily from
Colombia, and then mainly leave the country from ports on the northern coast of
the country - and these are the departure points of the boats the US government
has recently targeted and destroyed, along with the crews on board.
President Trump claims these boats
from Venezuela are heading to the US, but in reality they are mainly heading to
the nearby islands of Trinidad and Tobago, and from there they largely go to
West Africa and Europe - mostly Spain and Portugal.
Drugs heading to America either pass
through Mexico over the border into the US or are transported via the Pacific
Ocean route through countries like Ecuador. In this instance, Venezuela isn't
involved.
It's widely accepted the two most
exported drugs from South America are cocaine and marijuana - and the volume of
production is staggering.
But the Centres for Disease Control
and Prevention in the US says that synthetic opioids like fentanyl are
responsible for most overdose deaths there - and fentanyl is not produced in
South America, whatever the president says.
So one can only conclude he is either
mistaken and misinformed, or he has another motive. I suspect it is the latter,
and that regime change in Venezuela is top of the list.
It's no secret that US Secretary of
State Marco Rubio — who has President Trump's ear — and Erik Prince (Founder of
Blackwater) are fervent supporters of the Venezuelan opposition and have been
pushing for Venezuela's president Nicolas Maduro to be toppled for years now.
It's a passion project of theirs, along with many others.
And although the US government
continues to insist their military maneuvers are simply part of a wider counter
drugs operation, it's hard to imagine that getting rid of an 'unfriendly'
leader in a country with huge oil reserves, to bring in a 'friendly' leader in
the opposition who they can do business with, is not part of their equation.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
See More
GRAY ZONE BRIEF 25 OCTOBER 2025
NORTH KOREA
North Korean hacking group targeting
European drone maker with ScoringMathTea malware. North Korea’s prolific
Lazarus Group hacked three Europe-based defense companies last spring to steal
data on drone components and software, according to cybersecurity firm ESET.
The victims included a metal engineering firm, an aircraft component maker, and
a defense company. One of the firms supplied drone equipment used in Ukraine,
which North Korean troops may have encountered. ESET said the attacks were part
of Lazarus’s Operation DreamJob, which uses fake job offers to deliver malware
and gain access to networks. The group deployed its ScoringMathTea remote
access trojan, previously used in similar operations worldwide. ESET found
evidence that the hackers sought information to support North Korea’s drone
development program and warned that more drone-sector firms could be targeted.
KAZAKHSTAN GROUP HACKING RUSSIAN
AGENCIES
Hackers posing as Kyrgyz officials
target Russian agencies in cyber espionage campaign.
A hacker group known as Cavalry
Werewolf — also tracked as YoroTrooper and Silent Lynx — has been conducting a
months-long espionage campaign against Russian government agencies and
industrial firms, cybersecurity firm Picus Security reported. From May to
August 2025, the group used phishing emails spoofing Kyrgyz government
ministries to infect targets in Russia’s public, energy, mining, and
manufacturing sectors with custom malware called FoalShell and StallionRAT. The
tools allowed remote access and data theft via Telegram-based control channels.
Picus said evidence suggests expanding operations toward Tajikistan and the
Middle East. Cisco Talos has previously linked the group to Kazakhstan, citing
linguistic and regional indicators.
SINGAPORE
Singapore urges cooperation against
cyber threats to protect developing nations.
Singapore’s Foreign Minister Vivian
Balakrishnan called for stronger global cooperation to help developing nations
defend against cyber threats, warning that “cybersecurity is only as strong as
its weakest link.” Speaking at Singapore International Cyber Week, he urged
governments and tech firms to include less-resourced states in digital
governance efforts. Officials from Estonia and the Czech Republic echoed his
call, citing a surge in state-sponsored attacks and the need for accountability
in cyberspace. Panelists also highlighted growing risks from artificial
intelligence and the difficulty of enforcing UN cyber norms.
GHANA
Ghana police rescue 57 Nigerians in
crackdown on human trafficking and cybercrime.
Ghanaian police rescued 57 Nigerians
forced into online romance scams during a raid in Accra, arresting five
suspects accused of running a cybercrime and human trafficking ring.
Authorities said the victims, aged 18 to 26, were lured with false job offers
and coerced into internet fraud schemes. Police seized laptops, phones,
vehicles, and other digital devices. The victims are receiving care and support
before repatriation. Ghana’s government reports rising cross-border trafficking
linked to online scams, with 54 convictions since 2023. Interpol recently
arrested 260 suspects in similar African cybercrime operations.
NIGERIA
Nigerian army kills over 50 Boko Haram
militants as it fights off drone attacks.
Nigeria’s army repelled simultaneous
Boko Haram drone-enabled assaults on bases in Borno and Yobe, killing more than
50 militants and pursuing over 70 wounded. Spokesperson Sani Uba said the
attacks launched from northern Cameroon and Yobe’s Katarko; ground troops and
air strikes defeated the raiders. The clash follows last month’s Boko Haram
massacre of at least 60 in Darul Jamal and underscores the insurgency’s
evolution since Abubakar Shekau’s 2021 death and the rise of Islamic
State–backed ISWAP. Washington recently cleared a potential $346 million arms
sale to Nigeria.
SOUTH KOREA
What is South Korea’s ‘monster
missile’, and what does it mean for relations with the North? South Korea plans
to deploy its powerful Hyunmoo-5 “monster missile” by year’s end, a 36-ton
ballistic weapon reportedly capable of carrying an eight-ton “bunker buster”
warhead designed to strike deeply buried North Korean targets. Defense Minister
Ahn Gyu-back said the missile aims to achieve a “balance of terror” with
Pyongyang. Developed after U.S. limits on missile payloads were lifted in 2017,
the system marks a major step in Seoul’s conventional deterrence strategy.
Analysts say the move could bolster South Korea’s self-reliant defense posture
but risk further escalating tensions with the North.
COMMUNIST CHINA
Xi Jinping’s Purges Shrink Ranks of
China’s Communist Elite—and Boost His Power.
China’s Communist Party held one of
its smallest top-level meetings in decades this week, reflecting President Xi
Jinping’s sweeping purges of senior officials. Nearly one-sixth of the 376
Central Committee members were absent from the four-day plenum in Beijing, many
removed in Xi’s ongoing disciplinary crackdown. Attendance fell to about 84%,
the lowest since the late 1970s. To fill vacancies, 11 alternates were promoted
to full membership—the largest midterm turnover since 2017. The purges have hit
senior bureaucrats and military leaders, including two vice chairmen of the
Central Military Commission. Analysts say the moves underscore Xi’s dominance
and his drive to tighten political control despite reputational costs.
U.S. & CHINA
China’s New Strategy for Trump: Punch
Hard, Concede Little.
Xi Jinping has developed a new
strategy to deal with President Trump’s second term, moving away from China’s
traditional diplomacy toward a hard-nosed, transactional approach tailored to
Trump’s personality. According to sources close to Chinese policymakers, Xi
seeks to exploit Trump’s dealmaking instincts by offering selective
concessions—such as flexibility on TikTok—while responding forcefully to U.S.
pressure, exemplified by sweeping export restrictions on rare-earth materials.
Xi aims to project strength and unpredictability, believing Trump respects
both. Yet his aggressive tactics risk alienating U.S. allies and accelerating
Western efforts to reduce dependence on China. The two leaders will meet next
week in South Korea.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GRAY ZONE BRIEF 24 OCTOBER 2025
GZB INFOCUS: CONFLICT IN THE CONGO
UNPACKED
***Analyst Commentary: I have over the
past year, reported on the Congo, Rwanda and M23 and it’s just been a little
info here and there. I hadn’t had the time to dig into it, until this week the
peace talks were on my radar and I looked into this issue again. Here’s an
important side note. Some people ask me, why do you care about what’s happening
in the Congo? Don’t you care about what going on here in the U.S.?
That’s actually the catalyst for the
Geopolitical Analysis I do. What happens other places may not have an immediate
effect on our day-to-day here, but in an interconnected world of global trade,
I enjoy doing conflict threat assessments. Some people do crosswords or play
Candy Crush, whatever.
I’m looking to see who is building
railways and economic corridors and who is sending human depopulation control
engineers to where they think the grass needs mowing.
My final word here is this — the world
fights over finite resources due to the limits of the geography that
nation-states or empires control. The struggle of that is universal and when
studying conflict in one place, it will always have some of the same underlying
causes and effects, the same basic elements as all the others regardless of a
few unique characteristics.
Conflict can’t always be avoided, but
your chances of winning increase exponentially when you understand the elements
that cause it — or at the very least you will learn what to prepare for because
of what’s coming down the road. And if you don’t know what’s 2 minutes, 2
hours, or 2 days down the road — you had better get your area study done and up
your Intel game.
—End Commentary
Brokering A Peace Deal in the Congo:
This week, the United States hosted a
third round of talks to broker peace between the Democratic Republic of the
Congo and M23, a rebel group that has taken over much of the mineral-rich
eastern portion of the country. The ultimate purpose of Washington’s
involvement is to obtain mining licenses for critical minerals.
Standing in its way is China, which
maintains a dominant position in the country and thus has reason to impede U.S.
mediation efforts. Meanwhile, Rwanda – the other principal in the conflict in
the Congo – benefits from the status quo. Without a major (and unlikely)
commitment of U.S. troops, there is little reason to believe the conflict will
end anytime soon.
Over the past year, Qatar, the U.S.,
Kenya and Angola have all hosted peace talks between the Congo and M23. The
group has said its end goal is to overthrow President Felix Tshisekedi, but
geography and military capability will almost certainly prevent it from doing
so. Similar constraints prevent the government in Kinshasa from dislodging M23.
The government alternates between negotiating and exploiting market leverage,
while M23 continues to control areas surrounding key mining zones, including
Goma and Bukavu. There is no evidence to suggest the group is willing or
politically able to roll back its gains.
A Global Resource Issue
The situation in the Congo is hardly a
local affair. As cobalt and copper become more essential to things like battery
technologies, electric vehicles and high-performance jet engines, global powers
are recalibrating their strategies to secure supply chains. The EU’s Critical
Raw Materials Act and the U.S.’s Critical Minerals Security Act of 2024 evince
as much. Shoring up supply lines for critical minerals is not just a matter of
economics; over-relying on the production and refining capacity of potentially
adversarial states exposes foundational (and exploitable) weakness, so it is
also a matter of national security. And because the Congo is home to 70 percent
of the world's cobalt production, supplies 40 percent of its coltan, and meets
around 13 percent of global copper demand, the country has become one of the
more important arenas in the competition between the U.S. and China.
Conditions For An Agreement
Naturally, the competition
complicates, and is complicated by, the conflict in the east. On Oct. 14, the
government and M23 signed an agreement to create a body to monitor a ceasefire
– one of two conditions needed for formal peace talks to take place. But
whatever progress this seems to convey should be taken with a grain of salt.
Financially, M23 is sustained by a
resource-driven war economy and by cross-border material backing from Rwanda,
with which it shares an ethnic Tutsi identity. Rwanda benefits from M23’s
illicit mineral trade, while the government in Kigali supplies arms and
ammunition to M23.
Peace Through Force Failed
A military mission launched by the
Southern African Development Community ended last summer, so one of the few
things that actually constrained M23 is gone. A U.N. mission has also failed to
bring peace.
In light of these failures, Kinshasa
has experimented with economic policies to change the status quo. It has, for
example, banned cobalt exports, set new quotas and offered certain mining
concessions to attract other foreign actors.
China’s Quest To Control The Copper
Market
China doesn't control a large
percentage of the world's raw copper ore, but it dominates the processing and
refining stages, controlling over 40% of the world's refined copper production
and nearly all of the global smelting and refining capacity. This dominance is
achieved through extensive domestic operations and significant foreign
investments, making it a critical hub in the global copper supply chain.
• Refining and smelting: China has an
overwhelming control over the smelting and refining of copper, with sources
indicating control of nearly all global capacity. In 2024, it produced over 44%
of the world's refined copper.
• Supply chain control: China's
influence extends throughout the supply chain, not just in processing. It is a
major importer of copper ore and also holds significant investments in mining
projects in other countries, such as the Democratic Republic of the Congo.
• Why it's a dominant position:
China's dominance is rooted in its strategy to secure key minerals needed for
clean energy and other technologies. Its vast smelting capacity, combined with
overseas mine investments, gives it a powerful position in the global market.
China’s copper-cobalt machine, in the
Congo meanwhile, has continued to operate virtually unimpeded through the
partially state-owned Sicomines and CMOC, even as diplomats try again to
separate security dilemmas from supply chains. And the U.S. has become
increasingly involved in an attempt to mediate in a resources-for-security
transaction.
U.S. involvement has prompted China to
renovate the TAZARA railway, which links eastern Congo to the Indian Ocean
ports, via a $1.4 billion agreement. In direct competition, the European Union
and the U.S. have tapped into Global Gateway funds to reconstruct and expand
the Lobito railway corridor that connects the cooper belt in Zambia and the
Congo to the Atlantic Ocean in Angola. (The Global Gateway is a framework for
cooperation that also includes the African Development Bank and Africa Finance
Corp.)
The Congo Has Some Issues
The bigger issues that will bedevil
peace efforts are systemic and immutable. The first is an extremely frustrating
and variegated geography. The Congo’s vast territory is marked by extensive
rainforests that stymie central control over its farther reaches. Indeed, the
country’s state capacity and security deficiencies are profound. The military
is fragmented, poorly organized and struggles with difficult logistical
constraints. Very little infrastructure connects one part of the country to
another, so equipment and personnel need to be airlifted across the country – a
costly and, with M23 in control of eastern airports, dangerous prospect.
Corruption, inconsistent training and
competing loyalties, meanwhile, undermine coherent command and control. It’s
not unheard of for soldiers who feel they are cut off from reinforcements to
flee the frontlines or surrender in the face of fighting. Armed groups operate
relatively freely not because they are especially strong but because the state
is underrepresented in peripheral areas. Local governance structures are
similarly fractured, with overlapping claims of authority and legitimacy.
The second issue is the role played by
Rwanda. Rwanda has long seen the Democratic Forces for the Liberation of Rwanda
– an armed Hutu group operating in eastern Congo – as an existential threat.
(The country is ruled by the Tutsis, which comprise just 15 percent of the
population.) It’s little surprise, then, that the Rwandan government overtly
supports the Tutsi rebels of M23. By sustaining a friendly force in Congolese
territory, Rwanda insulates itself from threats and extends its influence into
a region rich in minerals in exchange for finance and continued arms supply.
Illicit minerals, especially gold and coltan, pour into Rwanda to feed the
domestic refining and re-export industries that have buoyed its economic
growth. This relationship also gives Rwanda geopolitical leverage: By
sustaining the conflict at a manageable, low-intensity level, Kigali retains
bargaining power with international actors who want stability for commercial or
humanitarian reasons.
Here, Uganda deserves an honorable
mention. It plays an important if less overt role in shaping regional dynamics.
The government in Kampala has long held loose ties with rebel movements in
eastern Congo, both as a patron and as an economic stakeholder in the
cross-border mineral trade. Relations between Rwanda and Uganda are tense,
marked by intermittent intelligence rivalries and competing influence networks
among Congolese armed groups. Though Uganda’s security establishment is
officially aligned with Kinshasa in its counterinsurgency efforts, some
elements have occasionally tolerated or indirectly benefited from M23’s
presence to counterbalance Rwandan dominance and secure access routes for
smuggled coltan and gold. This quiet rivalry complicates regional coordination
and undermines collective enforcement of ceasefire or demobilization accords.
The third major issue preventing
resolution is that the war economy has become self-perpetuating. Control over
mining sites, particularly coltan deposits in areas like Rubaya, has given M23
steady revenue streams through taxation of local miners and smuggling. This
financial autonomy allows the group to sustain operations even in the absence
of large-scale battlefield offensives. The informal mineral trade, often
laundered through cross-border networks, has created powerful economic
constituencies with no incentive to see the war end.
Finally, pressures in the Kivu region
continue to provide combustible material for armed mobilization. Longstanding
disputes over land, ethnic ownership and political representation have imbedded
themselves into the security environment, making any purely military or
diplomatic solution incomplete. Moreover, a low average age, low employment
rates and poor living conditions provide fertile ground for militant
recruitment. The region has long played host to various armed groups with
malleable allegiances and territorial control.
Foreign Influence Tug of War
And this is to say nothing of the
foreign actors from farther afield – namely, China and the U.S. Beijing is by
far the most dominant actor in the Congo’s formal mining sector. Through a
combination of infrastructure-for-resources deals and direct corporate
operations – notably through CMOC and the Sicomines joint venture – Chinese
firms control much of the copper-cobalt extraction and export. A 2024
renegotiation raised infrastructure commitments to up to $7 billion and added a
1.2 percent royalty for the state (this follows findings that of more than $10
billion in committed funds from 2016, only approximately $700 million had been
spent by Beijing). China-backed companies own or have a financial stake in 15
of the Congo's 19 cobalt-producing mines, and 100 percent of cobalt exports go
to Beijing. More than 66 percent of the country’s copper exports also are
exported to China.
Crucially, instability in the east has
not disrupted mining flows in a way that threatens Chinese interests. This
gives Beijing little incentive to involve itself in mediation. Instead, its
strategy appears to be one of quiet consolidation. It has, for example, secured
long-term mining concessions and infrastructure control, while leaving the
security question to others.
Conclusions
Washington, meanwhile, is trying to
secure mineral extraction rights of its own. It signed a peace-for-resources
deal in June, though it has failed to come to fruition. Blackwater founder Erik
Prince signed a deal with the Congolese government in April to help the country
secure and monetize its vast mineral reserves as part of this push, but this,
too, has yielded nothing significant.
The Trump administration is interested
in stabilizing the country so that it can get in on its minerals, but without
any commitment to put boots on the ground, there is no practical way to force
M23 to cede territory. Washington is also a strong supporter of Rwanda, and one
of the biggest export markets for the country’s coltan – licitly gained or
otherwise – so any deal it advances is likely more of an attempt to dislodge
China than to achieve peace for peace’s sake.
Kinshasa’s efforts to leverage its
mineral resources into foreign support have affected the global cobalt market.
In February, it placed an export ban on cobalt to boost prices, which had
dropped 75 percent between March 2022 and January 2025. The ban has now been
replaced by an annual export quota system that took effect mid-October and
allows for the export of 18,125 tons for the rest of 2025 and 96,600 tons per
year in 2026 and 2027.
Lurking in the background is a
domestic standoff between Tshisekedi and former President Joseph Kabila, whom
authorities have accused of masterminding the insurgency and colluding with
Rwanda and M23. A military court has sentenced him to death in absentia. This
power struggle is likely to further complicate a resolution to the crisis and
make it more difficult for Western actors to engage.
A managed stalemate is the most likely
outcome, especially in the near term, as illicit minerals flow. Until
governance and extraction are decoupled, any peace process will remain
ornamental.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
See More
GRAY ZONE BRIEF 22 OCTOBER 2025
U.S. ARMY
Army counterintelligence agents to get
enhanced arrest powers
Civilian special agents of the U.S.
Army Counterintelligence Command will receive enhanced authorities to conduct
searches, execute warrants and make arrests outside of military bases, Army
counterintelligence leaders announced to members of the media during an Oct. 15
roundtable at the Association of the United States Army’s annual conference in
Washington, D.C.
Title 10 U.S. Code Section 7377,
written into the National Defense Authorization Act of 2025, will give the
Army’s civilian CI agents authorities that now correspond with civilian law
enforcement agencies to conduct law enforcement activities outside of military
installations, Lt. Gen. Anthony Hale, Deputy Chief of Staff of the Army for
Intelligence (DA G-2), told reporters.
The Department of Defense’s
implementing guidance for these authorities must be approved by the Attorney
General.
Army CI agents are tasked with
ferreting out espionage by foreign adversaries, and regularly work with federal
and local law enforcement agencies nationwide to combat threats to national
security. Their jurisdiction is limited to counterintelligence and national
security investigations, including countering international terrorism.
In addition to allowing special agents
within Army Counterintelligence to pursue leads off bases, the new authorities
will also facilitate their ability to support other law enforcement agencies.
Why It Matters:
Army CI agents were formerly unable to
conduct searches, execute warrants or make arrests outside of military
installations owing to legal challenges due to the Army’s limited jurisdiction
within the United States and the nature of their investigations.
UKRAINIAN DRONES FOR THE UK & THE
EU
Mass production of Ukrainian
interceptor drones in the United Kingdom is gearing up, as the war-torn country
transitions to licensed production of domestically designed weapons in partner
countries.
Speaking at a press conference on Oct.
20, British Secretary of State for Defense John Healey said the joint
manufacturing project, dubbed Octopus, would begin “within weeks.
The announcement comes a few days
after Ukraine’s government-backed defense technology group Brave1 identified a
handful of weapon categories (https://www.defensenews.com/global/europe/2025/10/15/ukraine-made-drones-navigation-software-primed-for-first-exports/)
deemed fit for export to Western allies. Over the last few months, Kyiv has
explored the possibility of easing its arms transfer ban.
In July, leaders launched a new
initiative to authorize allied countries, such as members of the Ramstein group
of global backers, to produce Ukrainian systems locally. Ukrainian President
Volodymyr Zelensky has warned that this process will be gradual and will only
entail a partial and regulated lift of restrictions limited to weapons in
surplus.
According to Healey, the Octopus
interceptor, a proven system against Shahed-type attack drones, will become the
foundation of the so-called European “drone wall” to deter further Russian
aerial threats.
This joint partnership could result in
the production rate of around 2,000 units per month, Bloomberg reported on Oct.
10.
Why it Matters:
In September, the privately-owned
Ukrainian drone manufacturer Ukrspecsystems announced that it was investing
over $267 million in the building of a new factory in Mildenhall, U.K.
The interceptor in question was
developed in Ukraine with the support of UK technicians and staff, but
reportedly costs less than 10% of the systems it was conceived to target.
Britain is doubling down on its drone
capabilities, as Healey also announced the creation of a new U.K. Drone Centre,
adding that investments in drone and other autonomous systems would double to
total more than £4 billion ($5 billion). The country has committed to spending
10% of its equipment budget on new technologies, starting this year.
U.S. AIR FORCE
Northrop eyes more B-21 contracts, Air
Force deal to speed production
Northrop Grumman expects to receive
new U.S. Air Force contracts for its B-21 Raider stealth bomber program by the
end of the year, the defense firm’s Chief Executive Officer Kathy Warden said
Tuesday.
And Northrop continues to work with
the Air Force on a potential agreement to accelerate production of the B-21,
Warden said in an earnings call with investors.The budget reconciliation bill
Congress passed in July provides $4.5 billion to speed up production of the
B-21. Warden said Northrop remains in active discussion with the Air Force on
how to get that done, although the federal government shutdown has slowed those
conversations.
If such a deal is struck, Warden said,
Northrop plans to make more investments to increase its production rate. An
acceleration of the B-21 program would mean higher revenue for Northrop in
2026, Warden said, but she declined to predict how much it could raise.
The Air Force plans to buy at least
100 B-21s to replace its aging and retiring fleets of B-2 Spirit stealth
bombers and B-1 Lancers sometime in the 2030s. If the service chose to buy more
than 100 B-21s, as it has been considering, Warden said that would be handled
in a different negotiation process from the production acceleration
discussions.
Warden said the program is on track to
receive a contract for the third low-rate initial production lot of the B-21
and an advance procurement contract to begin acquiring components and resources
to build the fifth lot in the fourth quarter of 2025.
The start of flight tests for the
second B-21, which began in September, represents a “significant milestone” for
the program, Warden said. It also marks the beginning of a new phase in B-21
flight testing, beyond general flight performance to integrating its weapons
and mission systems, she said.
Multiple other B-21s are now in ground
testing in preparation for their first flights, Warden said, which will
validate their performance and minimize their risk.
Why It Matters:
In April, Northrop announced it had
taken a $477 million loss on the B-21 program, which it attributed to a
production process change meant to allow the company to build bombers faster.
Ken Crews, Northrop’s chief financial
officer, said on Tuesday that producing the B-21’s engineering and
manufacturing development flight test aircraft cost more than expected, which
in turn increased Northrop’s anticipated cost of building the low-rate initial
production bombers.
But a contract restructuring on the
B-21 that reduced the company’s expected losses on the remaining low-rate
initial production lots all but erased those higher costs, Crews said, and was
essentially a wash.
RUSSO-UKRAINE WAR
Key Takeaways:
1 Russian Foreign Minister Sergei
Lavrov reiterated that Russia is unwilling to agree to an immediate ceasefire
in Ukraine that does not result in Ukraine’s complete capitulation.
2 Ukraine and its European allies
signaled their support for U.S. President Donald Trump’s proposal for an
immediate ceasefire between Russia and Ukraine.
3 Recent Russian war crimes in
Pokrovsk highlight the humanitarian cost of Russian advances in more populated
areas.
4 Russia’s long-range strike campaign
continues to target critical Ukrainian energy infrastructure ahead of Winter
2025-2026.
5 Ukrainian Major General Mykhailo
Drapatyi was appointed as the commander of the newly formed Joint Forces Task
Force.
6 Polish and Romanian authorities
connected Russian military intelligence to attempted acts of sabotage aimed at
undermining European Union (EU) support to Ukraine.
7 Russian forces advanced in western
Zaporizhia Oblast and near Pokrovsk.
GZB INFOCUS: THE RUSSO-UKRAINE WAR:
TWO PERSPECTIVES
*Analyst Commentary: A friend and
geopolitical analyst I correspond with, recently attended the Warsaw Security
Forum in Poland. She said the mood was with an immediacy to meet the threat of
continental risk.
Another colleague attended the
Association of the United States Army conference in D.C. and met with
policymakers, analysts and business leaders, the mood was more detached –
strategic rather than existential. The perspectives there as compared to here are
starkly different.
Front-Line Anxiety
In Warsaw, Poland’s fears mirror
Romania’s. Policymakers, academics and military officers share a conviction
that the war in Ukraine is only one phase of a broader conflict Russia
envisions with the West – with Europe as its primary theater. They see NATO’s
eastern flank, stretching from the Baltic to the Black Sea, as still
insufficiently prepared from a defense standpoint.
Deterrence, in their view, has worked
largely because the U.S. military presence in Poland and Romania has dissuaded
Moscow from direct engagement. Yet even as both nations rearm and invest more
than 2 percent of their gross domestic product in defense, they know that
fighting Russia would mean confronting an adversary that, though weakened,
retains hard-earned experience in large-scale land warfare. Only Ukraine
possesses comparable experience today.
As several high-ranking officers and
defense experts from Poland, Romania, Turkey, the U.K. and the U.S. have told
me, NATO’s post-Cold War combat record has little resemblance to what is
unfolding in Ukraine: a full-scale, combined arms invasion supported by every
domain of modern warfare.
People wonder why I jump on these NGO
or Defense webcasts any chance I get — because if there’s a Q&A, I’m
registered as an analyst with all the important entities — and this gives me
access on those platforms to ask questions to those levels of leadership.
The Evolution of Modern Warfare &
OSINT
Conversations in both Warsaw and
Washington have underscored how the Russia-Ukraine war has transformed
conventional warfare, serving as both a testing ground and a catalyst for
innovation. Three developments stand out.
First, information has been
democratized. Commercial satellite imagery now gives governments, journalists
and even civilians near-real-time visibility into the battlefield. I always
say, “I can watch Russian troop movements on my IPhone from my couch and build
OSINT products in only a few hours.”
Without this capability—GRAY ZONE
BRIEF would not exist.
What was once the sole domain of state
intelligence is now accessible to anyone. Ukraine has used this transparency
not only for tactical advantage but also to counter Russian disinformation and
maintain credibility with Western partners. Open-source intelligence
communities now function as informal extensions of the battlefield, analyzing
data that informs public opinion, strategic decisions and even sanctions
policies. This unprecedented fusion of military and civilian insight has made
secrecy far harder to preserve.
Second, Ukraine’s innovation in drone
warfare has redefined adaptation under pressure.
While everyone acknowledges that U.S.
and European financial and military support have been critical to sustaining
Ukraine’s resistance, less attention has been given to the country’s creativity
in developing new capabilities. Military units frequently identify their own
operational needs and collaborate directly with engineers and small firms to
design and deploy tools in weeks instead of years. This decentralized model has
given Ukraine a technological edge over Russia, especially in drone warfare. Drones
have become force multipliers, enabling Ukraine to offset its numerical
inferiority and strike Russian logistics, command centers and even naval assets
in the Black Sea.
Third, the war has reaffirmed the
primacy of human will. Ukraine’s national resilience surprised even its allies
– and certainly Moscow. Few anticipated that Ukraine would mobilize such a
sustained and cohesive national effort to defend its sovereignty. But that
resilience carries a heavy cost, and managing manpower amid exhaustion and loss
has become Kyiv’s most pressing challenge.
Russia, by contrast, has worked to
insulate its population from the war’s toll. After its partial mobilization
triggered mass flight and unrest in fall 2022, the Kremlin shifted toward
financial incentives to attract volunteers – including from abroad. Some
foreign recruits seek Russian citizenship or high pay, while others – such as
North Korean contingents – represent direct aid from allied states, implicitly
backed by China. This outsourcing shields Moscow from the political fallout of
large-scale domestic mobilization and sustains its narrative of endurance under
sanctions.
The democratization of intelligence
and the rise of drones and other technologies are reshaping how wars are
fought, but the outcome still depends on the determination of people – both
those on the front lines and those supporting them from behind. This lesson
seems to be resonating in Washington. At the AUSA meeting, Army Secretary
Daniel Driscoll called on the military to shed its reliance on decades-old
technology and outdated acquisition strategies. Instead, he envisions an agile
force that can match or surpass potential adversaries through mastery of drone
warfare and an acquisition system flexible enough to field cutting-edge
technologies in months rather than years.
The Politics of Ceasefire
In Warsaw, discussions turned
repeatedly to the question of how – or whether – a ceasefire could emerge. Few
expect lasting peace, and most fear that any pause in fighting would benefit
Moscow, allowing it to regroup and recalibrate before a new offensive. Yet
others argued that Europe itself needs time – to rearm, rebuild its defense
industries and strengthen unity – and that Russia knows it. Therefore, if
Russia is indeed intent on testing NATO or directly challenging Europe, it may
not wait long.
Two incidents illustrate what many see
as Russia’s strategy of probing NATO’s military readiness and political
resolve. In one, a Russian naval drone attacked a vessel in the Danube’s
internal waters, evading radar detection. (In previous instances, radar systems
picked up aerial drones that had strayed into Romanian territory.) In the
second incident, a swarm of drones entered Polish airspace during Russia’s
Zapad military exercises. Though differing tactically, both operations appeared
designed to test U.S.-operated radars – the backbone of early warning systems
on NATO’s eastern flank – and gauge Washington’s political response.
Across the region, concern is mounting
that Ukraine’s human and material resources are thinning faster than Western
resolve can replenish them. The asymmetry is clear: Moscow can escalate
horizontally – through cyber or hybrid means – while NATO remains intent on
avoiding a direct confrontation.
In Washington, meanwhile, U.S. experts
and policymakers acknowledged the escalation risks inherent in continued
military aid. At the same time, financial support has its own downsides. The
United States fears an unstable Russia and a nuclear Russia in equal measure.
While Europeans emphasize the danger of Russia testing NATO’s credibility and
readiness, their American counterparts stress the importance of avoiding a
direct confrontation with Russia at all costs. The U.S. view is rather simple:
European deterrence must carry the first burden. The official line is that the
U.S. is fully committed to defending NATO principles. Unofficially, however,
U.S. experts explained that while the United States would support those
European allies that had made serious commitments to strengthening their
defense capabilities, they were unsure whether Washington would go to war to
defend European interests deemed peripheral to its own.
Washington’s pragmatic stance is being
refined as the administration prepares a new national security strategy and
reviews its global posture.
Despite the noise emanating from think
tanks, the media and Congress, everyone I speak to in these think tanks agree
that the real decisions are taking place within the White House, among a small
circle of senior advisers and national security officials. The central question
remains how to balance America’s enduring commitment to European security with
Indo-Pacific priorities and growing domestic fatigue.
Washington is now enduring a
government shutdown. Discontent is evident across both parties. The protests
that took place over the weekend underscore the rising wave of opposition and
frustration with the White House, reinforcing the sense that Washington’s
political energy is being nipped at by internal discord.
At the same time, the choreography of
diplomacy continued. U.S. President Donald Trump met with Ukrainian President
Volodymyr Zelenskyy a day after speaking with Russian President Vladimir Putin.
By the end of the week, there was renewed talk of potential negotiations
between the U.S. and Russia. This sequence of events reflects the tightrope
Washington is trying to walk: offering support to Kyiv while keeping diplomatic
channels open with Moscow.
The U.S. is determined to manage
escalation, preserve flexibility and avoid being drawn into a conflict that
could spiral far beyond Europe’s borders.
Washington, D.C., still radiates
power. Since post WWII, there has been a pervasive sense that this is where the
decisions that will define the direction of global affairs are made.
In Warsaw, the war in Ukraine feels
existential. In Washington, it feels like a variable in a larger equation
encompassing the balance of power in Europe, Asia and the United States itself.
Yet the two perspectives are inseparable. The outcome in Ukraine, and perhaps
the future of European stability, will hinge not just on Ukrainian resilience
or European rearmament, but on whether Washington’s political will matches its
strategic ambition.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
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GRAY ZONE BRIEF 21 OCTOBER 2025
TRUMP, COLOMBIA & VENEZUELA
Trump calls Colombia’s Petro an
‘illegal drug leader’ and announces tariffs and an end to US aid. The United
States will slash assistance to Colombia and enact tariffs on its exports
because the country’s leader, Gustavo Petro, “does nothing to stop” drug
production, President Donald Trump said Sunday, escalating the friction between
Washington and one of its closest allies in Latin America.
Why this matters:
• In a social media post, Trump
referred to Petro as “an illegal drug leader” who is “low rated and very
unpopular.” The Republican president warned that Petro “better close up” drug
operations “or the United States will close them up for him, and it won’t be
done nicely.” Petro rejected Trump’s accusations and defended his work to fight
narcotics in Colombia, the world’s largest exporter of cocaine.
• Petro and Trump have been at odds
over American strikes on boats in the Caribbean. On Sunday, Petro accused the
U.S. government of assassination, pointing to a Sept. 16 strike that he said
killed a Colombian man named Alejandro Carranza. Petro said Carranza was a
fisherman with no ties to drug trafficking, and his boat was malfunctioning
when it was hit. The White House and the Pentagon did not immediately respond
to requests for comment on Petro’s accusations.
• Defense Secretary Pete Hegseth also
announced the latest U.S. strike on a vessel that was allegedly carrying
“substantial amounts of narcotics.”
Why Our Presence in the Caribbean
Matters:
Much has been made of the deployment
of U.S. naval forces in the Caribbean, off the coast of Venezuela, to interdict
and sink ships belonging to drug cartels. But less attention has been paid to
Washington’s increased interest in the Caribbean generally.
The Monroe Doctrine, which was issued
in the early 19th century, said that the United States would resist any
intrusion of European powers in the Western Hemisphere. This policy was the
basis under which the U.S. acted against the Soviet presence in Cuba and, in
the 1980s, was engaged in funding the Contras in Nicaragua. Both instances were
presented as based on fundamental geopolitical U.S. interests. The Monroe
Doctrine also said that the U.S. would not engage in Europe, a principle that
was broken with some reluctance in the world wars and the Cold War.
The current fundamental policy of the
United States is to disengage from Europe, not to mention the rest of the
world, to the extent possible. This is based on the strategic principle that
the Monroe Doctrine is the geopolitical foundation of the U.S., insulated as it
is by two oceans. Given the doctrine and the policy of disengagement, it
follows that the U.S. will oppose intrusion from outside powers throughout the
Western Hemisphere.
The right to national
self-determination was, of course, dismissed by President James Monroe; the
doctrine implicitly meant the U.S. would intervene in South and Central America
without the consent of South and Central American governments. In short, the
Monroe Doctrine was both an imperial dictate and a geopolitical necessity for
U.S. national security.
It is in this context that we must
consider U.S. actions in the Caribbean. The U.S. used the Monroe Doctrine to
justify its military interventions in Latin America throughout the Cold War,
and especially in the 1980s. The interventions had two dimensions: covert
operations against drug cartels and, most notably, the Soviet presence in Cuba.
A significant portion of U.S. activity
was triggered by the fact that the Soviet Union was engaged in covert
operations designed to destabilize Latin American countries and, if possible,
create pro-Soviet regimes. In some of these cases, the Soviets supplied cartels
with weapons advisers to capitalize on the weakening of government power. The
U.S. countered with its own covert operations designed to block Soviet efforts
and to intervene against the cartels, in Colombia, for example. Many of
Moscow’s operations were run out of Cuba.
But since the collapse of the Soviet
Union, the Kremlin has limited its engagement. Meanwhile, drug cartels grew
dramatically stronger. And because Russia was less engaged with them, the U.S.
reduced its engagement in kind.
To me, the present-day tensions
between the U.S. and Russia have new concerns over Cuba. Moscow recently signed
a new military agreement with Cuba, raising the possibility of an increased
Russian presence as a response to U.S. actions in Ukraine (including the
possible provision of Tomahawk missiles) that, to Russia, make Moscow
vulnerable to attack. Russia's logical counter would be to renew its
relationship with Cuba and place advanced weapons in Cuba.
Moreover, a presence in Cuba would put
Russia in a position to expose one of America’s biggest economic liabilities.
At least half of all U.S. imports and exports go through the ports of the Gulf
Coast. Texas and Louisiana are of fundamental economic importance to the U.S.,
and if they were blocked, America’s Atlantic and Pacific ports would struggle
to offset any trade shortfalls. And it wouldn’t be difficult to block: The Gulf
ports have a single exit point, the Straits of Florida, located just south of Key
West and spanning about 90 miles (145 kilometers) wide at their narrowest
point. The straits are a necessity to the United States and are therefore of
interest to the Russians.
U.S. President Donald Trump has been
concerned about drug cartels. Given the current geopolitical reality, the
possibility of renewed Russian relations with the cartels may be well-founded,
especially in light of the recent military agreement in Cuba. U.S. policies in
Ukraine make a Russian reprisal conceivable.
Assuming this analysis of the
situation is correct – and it may not be – it would explain U.S. actions
against Venezuela. The increased naval presence in the Caribbean provides a
force to threaten Cuba from the south and north and significantly limits Russia's
ability to threaten the Straits of Florida. It also deters a potential Russian
naval buildup. Last, it makes Cuba think more about U.S. interest in its
future. Placing Russian missiles in Cuba might threaten the U.S., but it would
create an existential threat to the Cuban regime.
Again, my analysis may be wrong, but
it seems to me that the Ukraine war and the fear of U.S. weapons in Ukraine
have triggered a Russian counter in Cuba itself, enhancing the power of cartels
that are already seen as threats to U.S. interests. This may be a signal to
Russia that, in reality, it has no counter.
ISRAEL & HAMAS
Shaky ceasefire. Israel said it had
conducted retaliatory strikes on several Hamas military buildings and tunnels
after its forces came under fire from anti-tank missiles in Rafah. The attack
reportedly killed two Israeli soldiers. Hamas denied involvement, saying it had
lost contact with fighters in the area in March, and reaffirmed its commitment
to implementing the ceasefire. Over the weekend, the U.S. State Department said
it had warned guarantors of the peace deal that Hamas could be planning to attack
civilians in Gaza. Egypt, Qatar and Turkey are reportedly working with Hamas to
prevent further escalation. An anonymous U.S. official told Axios that
Washington may support Israeli attempts to retake parts of Gaza in the event
that Hamas continues violating the ceasefire.
TURKEY
Guarantor. Turkey is ready to serve as
de facto guarantor for a two-state solution to the Israeli-Palestinian
conflict, Foreign Minister Hakan Fidan said. He hailed the “historic” Gaza
peace plan while warning that failure to form a Palestinian state would lead to
more war.
U.S. & CHINA TRADE TALKS
Agreement to talk. Following a call
between top U.S. and Chinese trade officials, Washington and Beijing agreed to
hold a new round of economic and trade negotiations as soon as possible. U.S.
Treasury Secretary Scott Bessent said Friday that he plans to meet with Chinese
Vice Premier He Lifeng this week in Malaysia. The U.S. is threatening China
with massive new tariffs after Beijing announced export restrictions on rare
earth elements.
***Note: The U.S. military is
currently as you read this,
gearing up for conflict with China
over Taiwan in 2026.
AFGHANISTAN & PAKISTAN
More peace deals. Afghanistan and
Pakistan agreed to an immediate ceasefire at their border on Oct. 19 following
negotiations in Doha, according to Qatar’s Foreign Ministry. The countries’
defense ministers and representatives from Qatar and Turkey signed the
agreement. Talks will continue Oct. 25 in Turkey, Pakistan’s defense minister
said.
RUSSIA, IRAN, PAKISTAN &
AFGHANISTAN
Barter. Pakistan amended a barter
trade mechanism with Russia, Iran and Afghanistan to facilitate transactions.
The changes eliminate requirements for exports to precede imports, grant more
time to complete transactions and abolish the list of restricted tradable
items.
CASPIAN PARTNERSHIP
U.S. and Azerbaijan. Azerbaijani
President Ilham Aliyev met with U.S. Central Command chief Adm. Brad Cooper.
Aliyev praised Washington’s role in brokering peace between Azerbaijan and
Armenia. They also discussed opportunities for military and military-technical
cooperation.
GZB INFOCUS:
The World’s Most Educated Populations,
Across 45 Countries
Key Takeaways:
• Advanced economies such as Canada,
Ireland, and South Korea have some of the highest shares of tertiary-educated
adults (55–65%).
• Germany is a wealthy economy with
relatively fewer university graduates, reflecting its strong apprenticeship
system that provides high-skill jobs without degrees.
Which countries have the most educated
populations?
Higher levels of tertiary education
among a populace generally indicate greater potential for innovation and
economic growth, but this isn’t always the case.
In this graphic, we visualize
educational attainment by country, breaking things down into three categories:
below high-school, high-school or diploma, and college or university degree.
Data & Discussion
This data comes from the OECD’s
Education at a Glance 2025 report (https://www.oecd.org/en/publications/2025/09/education-at-a-glance-2025_c58fc9ae.html).
It compares educational attainment among working-age adults across 45 countries
as of 2024.
Leaders in Higher Education
Canada tops the list with nearly 65%
of adults holding a college or university degree, followed closely by Ireland
and South Korea.
These nations have invested heavily in
expanding access to higher education, driven by knowledge-based economies that
reward advanced qualifications.
According to other OECD data higher
levels of education bring significant earnings advantages.
For instance, across OECD nations,
tertiary graduates typically earn double the income of individuals who have not
completed secondary education (high school).
Balanced Education Models in Europe.
Countries like Austria and
Germanydemonstrate a more balanced split between tertiary and vocational
education (education related to a specific job or trade).
For example, Germany ranks 19th in the
world in terms of GDP per capita despite only 34% of its adults having a
university degree.
The country has a strong
apprenticeship system where students combine hands-on training with theoretical
learning, resulting in a high rate of employment upon graduation.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
See More
GRAY ZONE BRIEF 18 OCTOBER 2025
U.S. & MOSCOW
Trump and Putin. U.S. President Donald
Trump and Russian President Vladimir Putin held their first call in two months.
The conversation, initiated by Moscow, focused primarily on the conflict in
Ukraine, including, according to Russian presidential aide Yuri Ushakov
Washington’s possible supply of Tomahawk missiles to Kyiv. Putin insisted that
the transfer of these missiles to Ukraine would not affect the situation on the
front lines but would deteriorate relations between the U.S. and Russia. They
agreed to in-person talks in Budapest, although no date was set. Hungarian
Prime Minister Viktor Orban said he plans to speak by phone with Putin on
Friday.
HAMAS
Sounding the alarm. Saudi Arabia,
Bahrain and the United Arab Emirates are reportedly concerned about the future
of the Gaza peace deal. According to Israeli daily Israel Hayom the countries
have warned other governments about Hamas’ conduct since the deal took effect,
including its targeting of rival groups for violent attacks and extortion
attempts. They also point to the failure of the mediators – Egypt, Qatar and
Turkey – to push Hamas toward disarmament.
ISRAEL & GAZA’S YELLOW LINE
Clear line. Israeli Defense
Minister Israel Katz has ordered the Israeli military to clearly mark the
so-called yellow line in Gaza behind which troops have withdrawn in accordance
with the ceasefire deal. These markers will act as a warning that “any
violation or attempt to cross the line will be met with fire.” This comes after
the military in recent days killed several Palestinians who had allegedly
crossed these positions.
U.S. — SAUDI DEFENSE PACT
Defense ties. The United States and
Saudi Arabia are in talks on a defense agreement similar to the U.S.-Qatar pact
signed last month, the Financial Times reported the deal could be signed during
Saudi Crown Prince Mohammed bin Salman’s visit to the U.S. in November. In the
Qatar agreement, Washington pledged to treat any attack on the country as a
threat to the United States.
U.S. — GUYANESE OIL TO INDIA
New supplier. Two Indian refineries
purchased 4 million barrels of Guyanese crude oil for the first time from
U.S.-based Exxon Mobil. The move is likely an effort to diversify India's oil
supplies amid U.S. pressure to cut purchases from Russia. Guyana, meanwhile, is
increasing its oil exports as production by an Exxon-led consortium has soared
to 770,000 barrels per day following the launch of the group’s fourth floating
production unit.
THE U.S. & MY TWO FAVORITE STANS
Central Asia connections. U.S.
Secretary of Commerce Howard Lutnick spoke by videoconference with Uzbek
Minister of Investment, Industry, and Trade Laziz Kudratov. They discussed
expanding cooperation on trade, investment, industry, energy, digital technology,
and transport and innovation infrastructure. Meanwhile, Kazakhstan’s deputy
prime minister held meetings with members of the U.S. Congress in Washington.
GAZA
Rebuilding Gaza. The Palestinian
Authority has unveiled a five-year plan for Gaza’s reconstruction totaling $67
billion. It covers 18 sectors, including housing, health care, the economy and
public administration. The plan is organized in three phases: emergency
assistance, reconstruction of buildings and restoration of institutions, and
long-term reconstruction and sustainable development.
TURKEY, SYRIA & RUSSIA
Ankara's support. Turkey believes the
Syrian government should decide for itself how to conduct its bilateral
relations with Russia, Russian newspaper Kommersant reported, citing sources in
the Turkish Foreign Ministry. The sources emphasized that Ankara has advocated
“bilateral relations based on mutual respect and consideration.” In his first
visit to Moscow earlier this week, Syrian President Ahmed al-Sharaa told Putin
that he would honor all past deals between his country and Russia.
TEHRAN IN THE KREMLIN
Iran and Russia. The secretary of
Iran’s Security Council, Ali Larijani, met with Russian President Vladimir
Putin in Moscow. According to Iranian media, Larijani delivered a message to
Putin from Supreme Leader Ayatollah Ali Khamenei, the contents of which have
not been disclosed. They also discussed bilateral relations, including economic
cooperation, as well as regional and international issues.
QATAR
Mediation. Qatar has reportedly
invited representatives from the Pakistani and Afghan Taliban governments to
Doha for talks following recent clashes at the Pakistani-Afghan border.
GZB INFOCUS: America’s Fastest-Growing
States (2025-2050F)
Key Takeaways:
• The population of Texas is projected
to grow by 8.6 million by 2050, rising by 28%.
• West Virginia’s population is
forecast to decline 15%, the biggest decrease across states.
Over the next 25 years, Texas is
projected to gain 8.6 million residents, the highest absolute increase across
states.
Like Texas, Florida and California are
projected to lead nationally in population gains, adding 5.2 million and 3.1
million people, respectively. In comparison, 18 states are projected to shrink.
This graphic shows America’s
fastest-growing states by 2050, based on forecasts from the University of
Virginia.
The Data Behind the Fastest-Growing
States
Between now and 2050, the U.S. is
projected to grow 9%, adding nearly 32 million people to its population.
However, growth across states is
forecast to vary widely. Utah, for instance, is set to grow nearly four times
faster than the national average, at 35%. Meanwhile, West Virginia’s population
is set to contract 15%.
Notably, North Dakota, Idaho, and
Washington D.C. are all projected to see 30% growth over the period.
At the same time, nine states are
expected to grow their populations by over 1 million residents, including
Georgia and North Carolina. When it comes to New York, the population is set to
grow just 4%, adding around 820,000 people—far lower than other populous
states.
On the other hand, Illinois is set to
see the sharpest absolute decline, losing 1.1 million residents.
With migration slowing and fertility
levels declining as the population ages, America’s growth is projected to slow
over the coming decades. In fact, 25% of Maine and Florida’s populations are
projected to be 65 years or older by 2050.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GRAY ZONE BRIEF 17 OCTOBER 2025
MIDDLE EAST SITREP
Key Takeaways:
• Sectarian Violence in Iraq:
Iranian-backed Iraqi fighters likely assassinated Iraqi Sunni Sovereignty
Alliance candidate and Baghdad Provincial Council member Safaa al Mashhadani on
October 14 with an explosive device in al Dhubat neighborhood, Tarmiyah
district, Iraq.
• Houthi Leadership: The Houthis
confirmed on October 16 that Israeli airstrikes killed Houthi Chief of General
Staff Mohammad Abd al Karim al Ghamari. Ghamari is the most senior Houthi
official who has been killed since 2004, according to a Yemeni analyst. The
Houthis appointed former Houthi 5th Military Region commander Major General
Yousuf Hassan al Madani to replace Ghamari.
• Iran Defense Strategy: Iranian
Supreme Leader Adviser to the Supreme Defense Council Ali Shamkhani’s recent
remarks on Iran’s missile doctrine and nuclear posture highlight an ongoing
internal debate about the regime’s military strategies.
GLOBAL SITREP
TRUMP — PUTIN MEETING
President Donald Trump is redoubling
his efforts to end the war in Ukraine, announcing a second meeting with
Russia’s Vladimir Putin one day before sitting down with Ukraine’s Volodymyr
Zelenskyy at the White House.
Trump’s announcement came shortly
after finishing a call with Putin on Thursday. A date has not been set, but
Trump said the meeting would take place in Budapest, Hungary, and suggested
that it could happen in about two weeks.
“I believe great progress was made
with today’s telephone conversation,” Trump wrote on social media. The two
leaders previously met in Alaska in August, which did not produce a diplomatic
breakthrough, a source of frustration for the U.S. leader who had expected that
his longstanding relationship with Putin could pave the way to resolving a
conflict that began nearly four years ago.
VENEZUELA — I TOLD YOU SO!
Escalation. The Trump administration
has authorized the CIA to conduct covert operations in Venezuela, The New York
Times reported President Donald Trump confirmed on Wednesday, after the report
was released, that the U.S. was “looking at land now” after targeting multiple
vessels in the Caribbean suspected of carrying illicit goods. The authorization
would allow the agency to carry out lethal missions in Venezuela and across the
Caribbean, either independently or alongside U.S. military strikes. The U.S. military
is reportedly developing plans for engagement in the country for Trump’s
consideration.
(See GZB INFOCUS for more)
UKRAINIAN DRONES TO GERMANY
Ukraine's priorities. Germany has
allocated a total of 400 million euros ($466 million) to buy drones for
Ukraine, German Defense Minister Boris Pistorius said following a meeting of
the so-called Ramstein format of Ukraine allies. Also at the summit, Ukrainian
Defense Minister Denys Shmyhal highlighted three areas in which the government
in Kyiv is looking for support from its allies: $12 billion-$20 billion in
funding next year to purchase U.S. weapons, over $4 billion for drone
production, and long-range ammunition.
INDONESIA
Indonesian air force. Indonesia is set
to acquire at least 42 Chinese J-10 fighter jets as part of its plans to
modernize the military, Indonesian Defense Minister Sjafrie Sjamsoeddin said
Finance Minister Purbaya Yudhi Sadewa also confirmed that his ministry had
approved a nearly $9 billion budget for the purchase of the aircraft. This
would make Indonesia the second country to operate this model of jet after
Pakistan.
GAZA PEACE COALITION
Peace in Gaza. Azerbaijan, Pakistan
and Indonesia could be among the top countries to contribute to a stabilization
force in Gaza, Politico reported Meanwhile, Israeli Defense Minister Israel
Katz has ordered the military to prepare a plan to defeat Hamas if the war
resumes. The minister’s office noted that if the group does not abide by all
the terms of the peace plan, which include demilitarization, Israel would be
compelled to continue fighting.
U.S., INDIA & RUSSIAN OIL
Concession? U.S. President Donald
Trump said Indian Prime Minister Narendra Modi reassured him that New Delhi
would stop buying Russian oil, after Washington earlier this year imposed
additional tariffs on India over its willingness to do business with Moscow. In
response, a spokesperson for India’s Foreign Ministry said New Delhi would
continue to protect the interests of Indian consumers and that talks with the
U.S. on deepening energy cooperation were ongoing.
RUSSIA & AFRICA
Russian support for Africa. Russia is
ready to support African energy grid development and other related projects,
Deputy Energy Minister Roman Marshavin said at the Russian Energy Week forum in
Moscow. He discussed the so-called GOELRO plan, a continent-wide
electrification initiative modeled after a Soviet industrialization program,
aimed at increasing Africa’s power generation capacity nearly fivefold.
CENTRAL ASIA SECURITY
Meeting in Kyrgyzstan. The heads of
the security councils of the Central Asian countries and India held security
talks in Kyrgyzstan. Kyrgyz President Sadyr Zhaparov also attended the meeting,
which focused on the fight against terrorism and extremism, combating
transnational crime and drug trafficking, and coordination on cybersecurity.
CHINA & RUSSIA
Chinese encroachment. The governor of
Russia’s Primorsky region, Oleg Kozhemyako, warned that China was increasingly
trying to portray the region as historical Chinese territory. He said that if
Moscow doesn’t intervene with its own educational efforts, the Chinese
narrative would become “dominant” in 10-15 years.
VENEZUELA
Key Takeaways:
• The military commander who oversees
U.S. operations in Central and South America is stepping down. Two officials
said he had raised concerns about the recent attacks on boats.
• U.S. aircraft, including B-52
bombers and Army helicopters, have been flying off the coast of Venezuela in an
apparent show of force.
There were two remarkable parts to
what President Trump told reporters in the Oval Office this week about
Venezuela: what he said, and what he didn’t say.
The president confirmed a New York
Times scoop, published a few hours earlier by my colleagues Julian Barnes and
Tyler Pager, that he had secretly authorized the C.I.A. to conduct covert
action inside the country, part of a U.S. campaign against Nicolás Maduro, the
authoritarian leader who clings to power there.
That was a remarkable statement
because presidents don’t acknowledge directives that allow spies to accomplish
a secret mission. The whole idea of having a C.I.A. is to allow the United
States to operate in the shadows and conduct “deniable” operations. The normal
answer to questions about such authorizations, used by almost all of the
presidents since World War II, is something along the lines of I don’t know
what you are talking about, but if I did, I couldn’t comment.
But in this case, commenting may have
been the point. Privately, Trump administration officials have said they want
to drive Maduro from power. In that context, the warships massing off
Venezuela’s Caribbean coast, the 10,000 troops poised nearby and the bombing of
boats allegedly filled with “narcoterrorists” are efforts at psychological
warfare. Trump hopes to scare Maduro into exile. Trump added to the pressure on
Wednesday when he said the next step might be a land attack.
***Final Word: Trump and Xi are
scheduled to meet in late October in South Korea.
Pray.
Train.
Stay informed.
Build resilient communities.
GZB MORNING BRIEF 16 OCTOBER 2025
VOLT TYPHOON
Volt Typhoon is a state-sponsored
cyber threat actor affiliated with the People's Republic of China (PRC) that
poses a significant and ongoing threat to U.S. and allied critical
infrastructure. The group is known for establishing long-term, covert access to
networks to enable potential disruptive or destructive attacks in the event of
a geopolitical crisis, such as a conflict involving Taiwan.
Key characteristics and activities
• Persistent pre-positioning: Volt
Typhoon's primary objective is not immediate destruction but persistent access.
The group maintains a presence within critical infrastructure networks for
extended periods, sometimes for years, to prepare for potential future attacks.
• Targeted sectors: The group
specifically targets critical infrastructure, including communications, energy,
transportation systems, and water and wastewater systems. Organizations in U.S.
territories, particularly Guam, have been a focus of these intrusions due to
their strategic military importance.
• "Living off the Land"
(LotL) tactics: To remain undetected, Volt Typhoon uses native, legitimate
tools already present in a victim's network, such as PowerShell and Windows
Management Instrumentation (WMI). This technique allows them to blend in with
normal network activity and bypass traditional security defenses.
• Use of botnets: Volt Typhoon has
heavily relied on botnets composed of compromised small office and home office
(SOHO) routers to conceal their activity. These devices act as relay nodes,
making malicious traffic appear to come from legitimate, U.S.-based systems.
Despite efforts by the FBI to disrupt these botnets, the group has proven
resilient and quickly re-established infrastructure.
• Exploitation of known
vulnerabilities: The group often gains initial access by exploiting publicly
known vulnerabilities in common network appliances, such as those made by
Fortinet, Ivanti, and Cisco. They have successfully leveraged insecure firmware
and unpatched systems to breach networks.
Threat assessment and latest
developments
• Strategic threat: Federal officials,
including FBI Director Christopher Wray, have called Volt Typhoon one of the
most serious cyber threats to national security. A successful, large-scale
attack could distract and tie up U.S. resources during an international crisis,
particularly one involving Taiwan.
• Recent activities:
◦ In January 2024, the FBI took action
to dismantle Volt Typhoon's KV botnet, but the group demonstrated its
resilience by rebuilding its infrastructure shortly after.
◦ Intelligence agencies from the
"Five Eyes" alliance (U.S., UK, Canada, Australia, and New Zealand)
have released joint advisories about Volt Typhoon's activities throughout 2024.
◦ In October 2025, officials from CISA
and other agencies continued to highlight the threat posed by Volt Typhoon
targeting U.S. critical infrastructure.
• Resilience and adaptation: Volt
Typhoon has repeatedly demonstrated its ability to recover from setbacks and
evolve its tactics. This includes targeting supply chain vulnerabilities and
adapting to new environments.
Mitigation strategies
To defend against Volt Typhoon,
cybersecurity agencies like CISA recommend focusing on fundamental security
measures:
• Prompt patching: Address known
vulnerabilities, especially on public-facing devices, by applying security
patches in a timely manner.
• Multi-factor authentication
(MFA):Enforce MFA to protect against credential theft, a primary objective of
the group.
• Improved logging and
monitoring:Enhance log retention periods and monitor network activity,
including routine administrative tasks, to detect malicious behavior that
mimics normal operations.
• Robust "End of Life"
management:Replace outdated and unsupported network devices that are more
susceptible to exploitation.
• Network segmentation: Segment IT and
OT (operational technology) networks to limit lateral movement and protect
critical operational systems.
VANGUARD PANDA
U.S. government agencies and Microsoft
detected activity on critical infrastructure in the United States and Guam by a
new Chinese threat actor dubbed Volt Typhoon. The attacks were primarily
designed to gather information on U.S. critical infrastructure and military
capabilities, but Microsoft and the agencies said the attacks could be
preparation for a future attack on U.S. critical infrastructure. Also known as
Vanguard Panda.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GRAY ZONE MORNING BRIEF 14 OCTOBER 2025
SATELLITES BEAM UNENCRYPTED DATA
Satellites bean data down to the Earth all around us, all
the time. So you might expect that those space-based radio communications would
be encrypted to prevent any snoop with a satellite dish from accessing the
torrent of secret information constantly raining from the sky. You would, to a
surprising and troubling degree, be wrong.
Roughly half of geostationary satellite signals, many
carrying sensitive consumer, corporate, and government communications, have
been left entirely vulnerable to eavesdropping, a team of researchers at UC San
Diego and the University of Maryland revealed today in a study that will likely
resonate across the cybersecurity industry, telecom firms, and inside military
and intelligence agencies worldwide.
For three years, the UCSD and UMD researchers developed and
used an off-the-shelf, $800 satellite receiver system on the roof of a
university building in the La Jolla seaside neighborhood of San Diego to pick
up the communications of geosynchronous satellites in the small band of space
visible from their Southern California vantage point. By simply pointing their
dish at different satellites and spending months interpreting the obscure—but
unprotected—signals they received from them, the researchers assembled an
alarming collection of private data.
They obtained samples of the contents of Americans’ calls
and text messages on T-Mobile’s cellular network, data from airline passengers’
in-flight Wi-Fi browsing, communications to and from critical infrastructure
such as electric utilities and offshore oil and gas platforms, and even US and
Mexican military and law enforcement communications that revealed the locations
of personnel, equipment, and facilities.
“It just completely shocked us. There are some really
critical pieces of our infrastructure relying on this satellite ecosystem, and
our suspicion was that it would all be encrypted,” says Aaron Schulman, a UCSD
professor who co-led the research. “And just time and time again, every time we
found something new, it wasn't.”
The group’s paper, which they’re presenting this week at an
Association for Computing Machinery conference in Taiwan, is titled “Don’t Look
Up”—a reference to the 2021 film of that title but also a phrase the
researchers say describes the apparent cybersecurity strategy of the global
satellite communications system. “They assumed that no one was ever going to
check and scan all these satellites and see what was out there. That was their
method of security,” Schulman says. “They just really didn't think anyone would
look up.”
The researchers say that they’ve spent nearly the past year
warning companies and agencies whose sensitive data they found exposed in
satellite communications. Most of them, including T-Mobile, moved quickly to
encrypt those communications and protect the data. Others, including some
owners of vulnerable US critical infrastructure whom the researchers alerted
more recently—and declined to be named— have yet to add encryption to their
satellite-based systems. Researchers have pointed to the surveillance dangers
of unencrypted satellite connections before but the scale and scope of the new
disclosures appear unrivaled.
The researchers’ work looked at only a small fraction of
geostationary satellites whose signals they could pick up from San
Diego—roughly 15 percent of those in operation, by the researchers’ estimate.
This suggests vast amounts of data are likely still being exposed over
satellite communications, says Matt Green, a computer science professor at
Johns Hopkins University who focuses on cybersecurity and reviewed the study.
Large swaths of satellite data will likely be vulnerable
for years to come, too, as companies and governments grapple with whether and
how to secure outdated systems, Green says.“It's crazy. The fact that this much
data is going over satellites that anyone can pick up with an antenna is just
incredible,” Green says. “This paper will fix a very small part of the problem,
but I think a lot of it is not going to change.”
“I would be shocked,” Green adds, “if this is something
that intelligence agencies of any size are not already exploiting.”
Half Conversations, Broadcast From Space
The phone calls and text messages the researchers obtained,
in particular, were exposed due to telecoms’ often overlooked use of satellite
communications for offering cellular coverage to normal phone users who connect
to cell towers in remote locations. Some towers in desert or mountainous
regions of the US, for instance, connect to a satellite that relays their
signals to and from the rest of a telecom’s core cellular network, the internal
communications of the network known as “backhaul” traffic.
T-MOBILE AT&T & TELMEX
Anyone who sets up their own satellite receiver in the same
broad region as one of those remote cell towers—often as far as thousands of
miles away—can pick up the same signals meant for that tower. Doing so allowed
the research team to obtain at least some amount of unencrypted backhaul data
from the carriers T-Mobile, AT&T Mexico, and Telmex.
The T-Mobile data was particularly significant: In just
nine hours of recording T-Mobile backhaul satellite communications from their
single dish, the researchers collected the phone numbers of more than 2,700
users as well as all the phone calls and text messages the researchers received
during that time. They could, however, only read or hear one side of those
conversations: the content of the messages and calls sent to T-Mobile’s remote
towers, not sent from them to the core cell network, which would have required
another satellite dish near the one T-Mobile intended to receive the signal on
the other end.
“When we saw all this, my first question was, did we just
commit a felony? Did we just wiretap?” says Dave Levin, a University of
Maryland computer science professor who co-led the study. In fact, he says, the
team didn’t actively intercept any communications, only passively listened to
what was being sent to their receiver dish. “These signals are just being
broadcast to over 40 percent of the Earth at any point in time,” Levin says.
Mexican telecom Telmex also transmitted unencrypted voice
calls, the researchers found. The researchers further discovered that AT&T
Mexico transmitted raw data over satellites that included users’ internet
traffic—most of which was encrypted with HTTPS by the apps or browsers they
used—but also some calling and texting metadata. They also found decryption
keys that the researchers believe could likely have been used to decipher other
sensitive information the AT&T Mexico network transmitted—though they didn’t
attempt this.
Starting in December 2024, the researchers began contacting
the affected telecoms. T-Mobile responded by encrypting its satellite
transmissions within weeks, but responses from other cell carriers were mixed.
Beyond just cell towers in remote locations, it’s possible
that a lack of encryption for cellular backhaul data could make anyone on the
same network vulnerable, points out Johns Hopkins’ Green. Hackers might be able
to perform a so-called relay attack with a spoofed cell tower—using the
surveillance hardware sometimes called a stingray or IMSI catcher —and route
any victim’s data to a cell tower that connects to a satellite uplink. “The
implications of this aren't just that some poor guy in the desert is using his
cell phone tower with an unencrypted backhaul,” says Green. “You could
potentially turn this into an attack on anybody, anywhere in the country.”
Military Helicopters and Power Grids, Exposed
The researchers’ satellite dish also pulled down a
significant collection of unprotected military and law enforcement
communications. They obtained, for instance, unencrypted internet
communications from US military sea vessels, as well as the vessels’ names.
For Mexican military and law enforcement, the exposures
were far worse: The researchers say they found what appeared to be unencrypted
communications with remote command centers, surveillance facilities, and units
of the Mexican military and law enforcement. In some cases, they saw the
unprotected transmission of sensitive intelligence information on activities
like narcotics trafficking.
In others, they found military asset tracking and
maintenance records for aircraft like Mil Mi-17 and UH-60 Black Hawk
helicopters, sea vessels, and armored vehicles, as well as their locations and
mission details. “When we started seeing military helicopters, it wasn’t
necessarily the sheer volume of data, but the extreme sensitivity of that data
that concerned us,” says Schulman.
Just as sensitive, perhaps, were industrial systems
communications from critical infrastructure like power grids and offshore oil
and gas platforms. In one case, they found that the Comisión Federal de
Electricidad (CFE), Mexico’s state-owned electric utility with nearly 50
million customers, was transmitting its internal communications in the
clear—everything from work orders that included customers’ names and addresses
to communications about equipment failures and safety hazards.
In other cases they have yet to publicly detail, the
researchers say they also warned US infrastructure owners about unencrypted
satellite communications for industrial control system software. In their phone
calls with those infrastructure owners, some owners even expressed concerns
that a malicious actor might have the ability to not only surveil the control
systems of their facilities, but also, with enough sophistication, potentially
disable or spoof them to tamper with the facility’s operation.
The researchers obtained a vast grab bag of other
miscellaneous corporate and consumer data: They pulled down in-flight Wi-Fi
data for Intelsat and Panasonic systems used by 10 different airlines. Within
that data, they found unencrypted metadata about users’ browsing activities and
even the unencrypted audio of the news programs and sports games being
broadcast to them. They also obtained corporate emails and inventory records of
Walmart’s Mexican subsidiary, satellite communications to ATMs managed by Santander
Mexico, as well as the Mexican banks Banjercito and Banorte.
A spokesperson for Santander Mexico says that no customer
information or transactions were compromised, but confirmed that the exposed
traffic was linked to a “small group” of ATMs used in remote areas of Mexico
where using satellite connections is the only option available. “Although this
traffic does not pose a risk to our customers, we took the report as an
opportunity for improvement, implementing measures that reinforce the
confidentiality of technical traffic circulating through these links,” the spokesperson
says.
“While we cannot share specifics, we can confirm that our
communications lines have been evaluated and confirmed secure,” a spokesperson
for Walmart says. (The researchers confirm that they observed Walmart had
encrypted its satellite communications in response to their warning.)
“The information of our customers and infrastructure is not
exposed to any vulnerability,” a spokesperson for Grupo Financiero Banorte
says.
Time to Look Up
The amount of Mexico-related data in the researchers’
findings is, of course, no coincidence. Although their satellite dish was
technically able to pick up transmissions from around a quarter of the sky,
much of that swath included the Pacific Ocean, which has relatively few
satellites above it, and only a small fraction of the transponders on the
satellites it did see were transmitting data in the direction of its dish. The
result, the researchers estimate, was that they examined only 15 percent of global
satellite transponder communications, mostly in the western US and Mexico.
That suggests anyone could set up similar hardware
somewhere else in the world and likely obtain their own collection of sensitive
information. After all, the researchers restricted their experiment to only
off-the-shelf satellite hardware: a $185 satellite dish, a $140 roof mount with
a $195 motor, and a $230 tuner card, totaling less than $800.
“This was not NSA-level resources. This was
DirecTV-user-level resources. The barrier to entry for this sort of attack is
extremely low,” says Matt Blaze, a computer scientist and cryptographer at
Georgetown University and law professor at Georgetown Law. “By the week after
next, we will have hundreds or perhaps thousands of people, many of whom won’t
tell us what they’re doing, replicating this work and seeing what they can find
up there in the sky.”
One of the only barriers to replicating their work, the
researchers say, would likely be the hundreds of hours they spent on the roof
adjusting their satellite. As for the in-depth, highly technical analysis of
obscure data protocols they obtained, that may now be easier to replicate, too:
The researchers are releasing their own open-source software tool for
interpreting satellite data, also titled “Don’t Look Up,” on Github.
The researchers’ work may, they acknowledge, enable others
with less benevolent intentions to pull the same highly sensitive data from
space. But they argue it will also push more of the owners of that satellite
communications data to encrypt that data, to protect themselves and their
customers. “As long as we’re on the side of finding things that are insecure
and securing them, we feel very good about it,” says Schulman.
There’s little doubt, they say, that intelligence agencies
with vastly superior satellite receiver hardware have been analyzing the same
unencrypted data for years. In fact, they point out that the US National
Security Agency warned in a 2022 security advisory about the lack of encryption
for satellite communications. At the same time, they assume that the NSA—and
every other intelligence agency from Russia to China—has set up satellite
dishes around the world to exploit that same lack of protection.
MI5 SPY WARNING RE: CHINA & RUSSIA
**UK’s MI5 Warns Politicians of Spying Threats from Russia
and China** - MI5 issued a rare public alert to Members of Parliament and
political staff warning that Russia, China, and Iran are actively seeking to
exploit relationships, donations, phishing, blackmail and flattery to influence
UK democracy. Director General Ken McCallum emphasized that such foreign
interference erodes national sovereignty. The guidance follows the collapse of
a high-profile espionage trial after prosecutors said the government failed to
provide evidence classifying China as a national security threat.
TRUMP & XI TO MEET
**Trump-Xi meeting still on despite trade tensions, says
US’s Bessent **- U.S. Treasury Secretary Scott Bessent confirmed that President
Donald Trump and Chinese President Xi Jinping still plan to meet in South Korea
later this month, despite escalating trade tensions. Bessent said “substantial
communication” resumed after China imposed sweeping export controls on rare
earths, prompting Trump to threaten 100% tariffs on Chinese goods effective
November 1. He noted the tariffs “do not have to happen” if negotiations
progress and said lower-level officials may have initiated the Chinese
restrictions. Bessent warned Washington is ready with “brute force
countermeasures” but remains optimistic the sides can de-escalate ahead of the
APEC summit.
30,000 FT VIEW
TRADE WAR SPOTLIGHT
The intensifying US-China trade war took some shine off
President Donald Trump’s Middle East triumph. Coming weeks will tell how much
is bluster.
THE NEXPERIA INCIDENT
The Netherlands’ seizure of Chinese-owned chipmaker
Nexperia showed one NATO ally standing by the US. Chinese trade data suggested
decreasing dependency on the US, but may be less than it seems as trade passes
via third countries.
MIDDLE EAST
As Israeli forces pulled back in Gaza, Hamas is asserting
its authority - and executing rivals Key question is whether it will accept
disarmament under Trump’s plan. If not, another Gaza war is a matter of time.
Meanwhile, Hamas backer Iran is looking more isolated as Trump and Sunni
friends reshape the region — this is intentional, well planned out and an
ongoing mission in the Middle East. “Operation Isolate Iran” (not a real op
name but befitting) is the result of a huge shift in the geopolitical landscape
of the Middle East in which the U.S. & Israel —along with Arab nation
partners are reshuffling the deck and redefining power.
TOMAHAWKS TO UKRAINE
After Gaza, Ukraine. But while Trump’s threat to send
long-range Tomahawk missiles could shift the military balance a bit it would
unlikely be enough to get Russia to make peace before it achieves military
goals.
AFGHANISTAN & PAKISTAN
Another conflict to watch: Pakistan and Afghanistan’s
Taliban – which has underlined its growing closeness with India. The rhetoric
is rising as well as the body count.
MADAGASCAR
Gen-Z strikes again: This time it’s
Madagascar's President Andry Rajoelina who has fled the country — in fear
of a military rebellion after weeks of protests, as GZB reported yesterday. GZB
will update as the situation warrants.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
See More
GRAY ZONE BRIEF 13 OCTOBER 2025
MIDDLE EAST SITREP
Key Takeaways:
• Hamas-Israel Ceasefire: Hamas
and Israel have continued to implement the October 9 ceasefire agreement. Hamas
released all 20 living hostages and the bodies of four deceased hostages, and
Israel released at least 1,700 Palestinian prisoners on October 13. The
ceasefire agreement does not address key outstanding issues between Hamas and
Israel, such as Hamas’ disarmament, a full Israeli withdrawal from the Gaza
Strip, and future governance in the strip.
• Iranian Threats to Close the Strait
of Hormuz: Senior Iranian officials have continued to threaten to close
the Strait of Hormuz, likely to try to deter the United States and its allies
from enforcing UNSC Resolution 1929 and sanctions on Iranian oil exports. UNSC
Resolution 1929 calls on UN member states to “inspect any [Iranian] vessel on
their territory suspected of carrying prohibited cargo, including banned
conventional arms or sensitive nuclear or missile items.”
ISRAEL - GAZA WAR
Hostages come home. Hamas has released
the last 20 living Israeli hostages held in Gaza as part of the first phase of
a ceasefire deal. On social media, Israeli Defense Minister Israel Katz said
his country’s primary task after their release is to destroy all remaining
Hamas tunnels in Gaza. Over the weekend, the United States began deploying 200
troops to Israel to establish a coordination center to monitor the agreement's
implementation, though they are not expected to enter Gaza. They will
participate in transportation, planning, logistics, security and engineering
and work alongside representatives of partner countries. In addition, Israel’s
military chief of staff, Lt. Gen. Eyal Zamir, together with U.S. special envoy
Steve Witkoff, commander of U.S. Central Command Adm. Brad Cooper, the U.S.
president’s son-in-law Jared Kushner and other Israeli generals, conducted a
“field tour” in Gaza. Elsewhere, Turkish President Recep Tayyip Erdogan said he
was planning to visit Gaza.
MEETING IN JORDAN
Key component. Former British Prime
Minister Tony Blair met in Jordan on Sunday with Palestinian Authority Vice
President Hussein al-Sheikh to discuss postwar governance of Gaza. Blair had
been proposed as a possible member of an international “board of peace” to
manage the situation there after the ceasefire’s adoption. In a statement,
al-Sheikh said the PA was willing to work with Blair, as well as U.S. President
Donald Trump and other partners, on consolidating the ceasefire.
AFGHANISTAN & PAKISTAN
Border fighting. Armed clashes erupted
on the Afghanistan-Pakistan border over the weekend. The Taliban government in
Kabul said it had carried out a “retaliatory operation” in response to
Pakistan’s airstrikes last week on targets in Afghanistan. A Taliban
spokesperson said at least 58 Pakistani soldiers were killed in the border
fighting. However, according to the Pakistani military, 23 of its soldiers were
killed, while more than 200 Taliban and affiliated militants were left dead.
Taliban outposts, camps, headquarters and support networks were also damaged.
The Taliban foreign minister said Kabul had achieved its military objectives
and hostilities were temporarily suspended.
MADAGASCAR COUP
Upheaval. Madagascar’s president,
Andry Rajoelina, has reportedly fled the country after alleging on Sunday that
an attempted coup was underway. His claim came after members of an elite army
unit threw their support behind youth-led anti-government protests, saying they
would command national security operations and coordinate all branches of the
armed forces from their base on the outskirts of the capital, Antananarivo. The
president is due to address the nation later Monday from an undisclosed location.
The protests that started in late September erupted over nationwide power and
water outages and later grew to include demands for the government’s
resignation.
SYRIA & TURKEY
Close ties. Syria’s defense minister,
foreign minister and intelligence chief held talks in Ankara with their Turkish
counterparts. They discussed bilateral cooperation, counterterrorism
operations, border security, joint personnel training and regional stability.
Turkish Foreign Minister Hakan Fidan said following the meeting that his
country did not consider Syria’s security to be separate from Turkey’s own.
CASPIAN CORRIDOR
Transport talks. Representatives of
the governments of Azerbaijan, Iran and Russia held talks in Baku on expanding
their logistics networks. Russian Deputy Prime Minister Alexey Overchuk said
that this year, more than 176,000 vehicles have carried cargo along the
International North-South Transport Corridor, which stretches across all three
countries and beyond into Iran and India.
RUSSIA’S WORKFORCE DEFICIT
Worker recruitment. The Kremlin is
stepping up efforts to attract migrant workers from India and North Korea amid
Russia’s severe labor shortages. According to Ukraine’s Foreign Intelligence
Service, the number of Indian citizens entering Russia for employment increased
from 813 in 2020 to 17,700 in 2025. Nearly a third of Russia's total quota of
visas for foreign specialists has been allocated to Indian citizens. Relatedly,
India’s ambassador to Moscow announced that his country will soon open a consulate
general in the Russian city of Kazan.
CHINA & THE PHILIPPINES
South China Sea dispute. The
Philippines’ Maritime Council accused the Chinese coast guard of deploying
water cannons and ramming a Philippine vessel near the Philippine-occupied
Thitu Island, part of the disputed Spratly archipelago. The Chinese coast guard,
on the other hand, said two Philippine government vessels “illegally entered”
waters near Sandy Cay, a coral reef in the northern Thitu Reefs, and that one
vessel “dangerously approached” a Chinese coast guard ship, leading to a
collision.
GZB INFOCUS: Visualizing the Biggest
Exporters in the World
Key Takeaways:
• China accounted for 14.6% of global
exports of goods in 2024, the highest share overall.
• Vietnam, Hong Kong SAR, and France
each saw double-digit export growth, while exports contracted the sharpest in
Australia.
Outside of America, the world is
buying China’s goods more than ever.
Despite being a primary target of U.S.
tariffs, China has deepened trade ties across Africa, Southeast Asia, and
Europe in 2025. Yet as China cements its position as a global trading
powerhouse, America is increasingly focusing on becoming more self-sufficient.
This graphic shows the top 30 biggest
exporters in the world, based on data from the World Trade Organization.
China grew its exports by 6% in 2024
to reach $3.6 trillion, further widening its lead over America.
To look at it another way, 36% of
global export containers hold Chinese goods. Not only that, China is on track
to see record shipments in 2025 across Latin America, Africa, and Asia.
The U.S. remains the world’s
second-largest exporter, with $2.1 trillion in exports last year. Between
January and July 2025, Canada and Mexico accounted for roughly 30% of American
export demand.
Ranking in third is Germany, with
exports shrinking 1% over the year to $1.7 trillion, while the Netherlands
followed with $921 billion in exports.
Meanwhile, Vietnam, Hong Kong SAR, and
France saw the fastest export growth—rising 14%, 12%, and 11%, respectively. In
particular, Vietnam’s surge was fueled by strong shipments of oil, coffee, and
rice amid shifting global supply chains.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
See More
GRAY ZONE BRIEF 11-12 OCTOBER
GLOBAL SITREP
ISRAEL & HAMAS CEASEFIRE
Ceasefire details. Hamas chief
negotiator Khalil Al Hayya confirmed that an agreement to end the war in Gaza
has been reached. According to the official, the deal includes the opening of
the Rafah crossing in both directions, as well as the release of all
Palestinian women and children held in Israeli prisons. He also confirmed that
Hamas has received “clear guarantees” from international mediators and the U.S.
on a complete end to hostilities. On the Israeli side, Prime Minister Benjamin
Netanyahu said on Friday that his Cabinet approved the “outline” of a deal to
release Israeli hostages. Under the agreement, Israeli troops have 24 hours
from the time of formal approval to withdraw to agreed-upon lines. Meanwhile,
Turkey’s Ministry of National Defense said Turkish troops would be ready to
“carry out any task assigned to them in the Gaza Strip,” in response to a
question about whether the country would contribute to a Gaza task force.
U.S. & CHINA
Uneven playing field. The Trump
administration has proposed barring Chinese airlines from using Russian
airspace for flights to and from the United States. The move is in response to
frustrations from U.S. airlines, which have been barred from using Russian
airspace since 2022 and have argued that their Chinese counterparts have an
unfair advantage. The U.S. Department of Transportation said the situation has
resulted in “substantial adverse competitive effects on U.S. air carriers.”
CHINA & U.S.
Tit for tat. China is introducing a
special port fee on U.S.-flagged vessels, the Chinese Ministry of Transport
announced In a statement, the ministry said the measure was in response to
similar actions by Washington against vessels owned, manufactured or operated
by Chinese companies, or flying the Chinese flag.
AZERBAIJANI AIRLINE —RUSSIA TO BLAME
Taking the blame. During an in-person
meeting with Azerbaijani President Ilham Aliyev, Russian President Vladimir
Putin admitted for the first time to Russian responsibility for the downing of
an Azerbaijani commercial airliner last year. Putin said a missile from the
country’s air defense system was targeting a Ukrainian drone at the time but
had exploded near the jet due to “technical failures.” Relatedly, Russian media
reported that Azerbaijani authorities released the executive director of the
local bureau of Russian state-owned news agency Sputnik, Igor Kartavykh.
Kartavykh was arrested in Baku in June following a raid on the paper’s offices
over suspicions of using illegal financing.
KAZAKHSTAN
Kazakh economy. Kazakhstan’s central
bank raised its base interest rate from 16.5 percent to 18 percent because of
inflation concerns. Annual inflation rose to 12.9 percent in September from
12.2 percent in August, exceeding the bank’s forecast. Food prices, up 12.7
percent, continue to be the largest contributor. In September, President
Kassym-Jomart Tokayev said inflation has become the country’s biggest problem.
TTP LEADER GETS SMOKED
Attack in Kabul. The target of an
explosion in Kabul on Thursday was the leader of Tehreek-e-Taliban Pakistan
(also known as the Pakistani Taliban), Noor Wali Mehsud, according to the
Afghanistan International news outlet. The Taliban government confirmed that an
explosion was heard and has blamed Pakistan for the attack. Mehsud's condition
is still unknown.
RUSSAN GAS TO CHINA
Energy for China. Russian gas supplies
to China via the Power of Siberia pipeline are substantially exceeding
contractual obligations, according to Gazprom A company representative said the
pipeline is currently operating at full capacity and that Gazprom is working to
expand production capabilities in Eastern Siberia.
CHINA & SPAIN
Business conference. More than 300
representatives of companies and business associations from China and Spain
gathered in Madrid for an investment conference organized by the Chinese
Ministry of Commerce and the Spanish Ministry of Economy, Trade and Business.
The two sides signed a total of nine trade and investment cooperation
agreements during the event.
GZB FOLLOW UP: CHINA’S PUSH TO
DOMINATE RENEWABLE ENERGY
Over the first half of 2025, renewable
energy overtook coal for the first time in history as the world’s number one
source of electricity. Intent on diversifying away from fossil fuels and
avoiding the pollution that comes with them, China has been a leader in the
global push for clean energy. Its transition has been driven by massive
investment and growth in wind, solar and electric vehicle technology.
Last year, China saw an 18 percent
increase in wind capacity and a 45 percent growth in solar capacity, achieving
the 1.2 terawatts renewable energy capacity target set by President Xi Jinping
five years ahead of schedule. According to the International Energy Agency,
China’s achievements make it possible to reach the global goal of tripling
renewable power capacity by 2030.
Unsurprisingly, China’s green
transition has reshaped its own emissions trajectory: Despite an increase in
energy consumption, the rapid deployment of renewables means that new
electricity demand is increasingly met with non-fossil fuel sources.
But the transition is not yet
complete. The next major challenge will be to integrate renewables into the
energy grid. Many of the new wind and solar installations are located in inland
regions with abundant natural resources – far from the densely populated
coastal areas where demand is the highest. Without sufficient ultra-high
voltage transmission infrastructure, large volumes of clean energy are wasted.
The current grid system lacks the flexibility to handle the intermittent nature
of renewables, and fossil fuels still dominate backup capacity.
To address these issues, China will
try to invest more in modernizing its long-distance transmission lines,
expanding energy storage solutions and implementing smart grid technologies.
Reforms to electricity pricing and market mechanisms can also be expected.
Implementing these measures will be crucial to translating China’s renewable
buildout into real emissions reductions.
Pray.
Train.
Stay informed.
Build resilient communities.
-END
REPORT-
MIDDLE EAST SITREP
• Hamas-Israel Ceasefire: Hamas
and Israel agreed on October 8 to the first phase of US President Donald
Trump’s plan for peace in the Gaza Strip. The Hamas-Israel ceasefire in the
Gaza Strip is a framework ceasefire agreement and not a comprehensive agreement
to end the war. Hamas and Israeli officials have not yet discussed key
outstanding aspects of the US plan, including governance over the Gaza Strip
and Hamas’ disarmament. It remains unclear if the Hamas-Israel ceasefire will
impact how Hamas’ partners in the Axis of Resistance engage with Israel.
U.S. TROOPS DEPLOY TO ISRAEL
The United States is sending about 200
troops to Israel to help support and monitor the ceasefire deal in Gaza as part
of a team that includes partner nations, nongovernmental organizations and
private-sector players, U.S. officials said Thursday.
The officials, who spoke on condition
of anonymity to discuss details that were not authorized for release, said U.S.
Central Command is going to establish a “civil-military coordination center” in
Israel that will help facilitate the flow of humanitarian aid as well as
logistical and security assistance into the territory wracked by two years of
war.
The remarks provide some of the first
details on how the ceasefire deal would be monitored and that the U.S. military
would have a role in that effort. After Israel and Hamas agreed to the first
phase of a Trump administration plan to halt the fighting a litany of questions
remain on next steps including Hamas disarmament, a withdrawal of Israeli
forces from Gaza and a future government in the territory.
One of the officials said the new team
will help monitor implementation of the ceasefire agreement and the transition
to a civilian government in Gaza.
RUSSO-UKRAINE WAR
Heavy toll. Russian airstrikes have
reduced Ukraine’s domestic natural gas production by more than half, Bloomberg
reported. As a result, Kyiv will likely have to spend 1.9 billion euros ($2.2
billion) on fuel imports to get through the winter, according to the story.
Strikes in the Kharkiv and Poltava regions on Oct. 3 destroyed about 60 percent
of the country’s gas production. Following the attacks, Ukraine asked G7
countries to provide equipment to repair its power grid, as well as air defense
systems to protect its energy infrastructure.
NORTH KOREA
Celebrations in Pyongyang. The deputy
secretary of Russia’s Security Council, Dmitry Medvedev, arrived in Pyongyang
for celebrations marking the 80th anniversary of the Workers’ Party of Korea.
Medvedev, who is also head of the governing United Russia party, will attend a
series of meetings with representatives of the Workers’ Party aimed at
strengthening cooperation and expanding humanitarian and economic ties between
the two countries. Chinese Premier Li Qiang is also in Pyongyang for the
festivities, which will include a large military parade and war games.
CHINA & RARE EARTHS
Guarantee? China has demanded
assurances from India that any Chinese heavy rare earth magnets purchased by
New Delhi will be used solely for domestic purposes and not reexported to the
United States. Earlier this year, China, which controls about 90 percent of the
world’s heavy rare earth magnet production, imposed export controls on related
products following the Trump administration’s announcement of tariffs against
Beijing. Since then, a shortage of heavy rare earths in India has hampered the
country’s electric vehicle and high-tech manufacturing sectors.
RUSSIA WITHDRAWS FROM ANOTHER NUKE
AGREEMENT
Growing gap. Russia’s State Duma voted
to formally withdraw from a 2000 agreement with the United States on the
disposal of weapons-grade plutonium. In a speech before the Duma, Deputy
Foreign Minister Sergei Ryabkov said the move was motivated by a “fundamental
change in circumstances,” including U.S. support for Ukraine and sanctions
against Moscow. Relatedly, Kremlin spokesperson Dmitry Peskov said dialogue
between Russia and the United States on Ukraine has stalled.
RUSSIA & IRAN
Nuclear cooperation. A delegation from
Russia’s state-owned nuclear energy company Rosatom met in Tehran with the head
of Iran’s Atomic Energy Organization, Mohammad Eslami. Last week, Eslami
visited Moscow, where the two countries signed a $25 billion agreement to build
multiple nuclear power units in Iran. It was agreed in Tehran that Rosatom
Director General Alexey Likhachev will visit Iran soon to review progress on
construction of the second and third units of the Bushehr nuclear plant.
THE U.S., QATAR & VENEZUELA
Intermediary. Qatar is trying to
mediate between the U.S. and Venezuela, The New York Times reported, amid
mounting tensions between the two countries in recent months. According to
sources who spoke with the paper, Venezuelan authorities support the effort,
but the United States is increasingly disinterested in a diplomatic resolution.
GZB INFOCUS: CHINA’S ENERGY POWER PLAY
IN THE GRAY ZONE
As the world transitions from
hydrocarbons to renewables, Washington and Beijing are pursuing diverging paths
that will have important implications for global leadership and geoeconomic
power in the 21st century. Under President Donald Trump, the United States has
rolled back green energy policies, doubled down on fossil fuels and questioned
the viability of green technology. China, meanwhile, has set its sights on
eliminating its reliance on foreign oil and natural gas to become the first
global electro-state. In this global reordering, Africa – home to 60 percent of
the world’s best solar resources and chronic energy deficits – has become the
proving ground for Beijing’s ambitions.
China’s focus on renewable energy is
not driven by ideology but by economic interest and strategic competition.
China has massively expanded its output of solar panels, batteries and wind
turbines. Despite rapid domestic uptake, production outstrips demand at home,
forcing Beijing to seek out new markets for export. By flooding global markets
with cheap green hardware and pairing exports with financing, Beijing is
turning the energy transition into a strategic export industry.
China’s Surge, Africa’s Deficit
Over the past year, China has expanded
renewable manufacturing at unprecedented speed. In 2024 alone, it installed
more than 300 gigawatts of new solar capacity, bringing its total to roughly
1,100 GW – more than any other country by a wide margin. Beijing’s industrial
policy fused cheap capital, scale efficiencies and relentless cost compression.
Solar module prices fell to between $0.07 and $0.09 per watt, well below any
U.S. or European competitor – with or without subsidies. However, to maintain
profitability and growth amid this spectacular production surge, China must
continually find new buyers abroad.
Nowhere offers a more natural outlet
than Africa. Roughly 600 million people across the continent (43 percent of the
population) still lack reliable electricity. State utilities are often
insolvent, electric grids are unreliable and diesel generators fill the gap at
prohibitive costs, sometimes reaching prices of $0.70 per kilowatt-hour. By
contrast, Chinese solar mini-grids in Nigeria during a pilot program have
delivered power at $0.16/kWh, with upfront costs recovered within six months.
As a result of cheap solar panels and
accessible battery storage, Chinese-backed green energy has taken off in
Africa. From June 2024 to June 2025, African imports of Chinese solar panels
rose by 60 percent, to 15 GW from 9.4 GW. South Africa, the continent’s most
developed economy and a coal powerhouse, was the biggest buyer, importing 3.7
GW, but even without South Africa, the continent’s solar uptake nearly tripled.
The steepest growth occurred in oil giants Nigeria and Algeria, whose imports
grew fourfold (to 1.7 GW) and thirty-threefold (1.2 GW), respectively. Though
this trade is highly profitable for Beijing, it also helps generate goodwill in
a region where China had developed a reputation for exploitation, and it ties
African electrification to Chinese supply chains.
China’s leadership has
institutionalized this strategy through the Forum on China-Africa Cooperation
(FOCAC), framing energy collaboration under a “green development” banner. The
2024 Beijing Action Plan and Declaration pledged expanded investment in African
solar, wind, hydro, geothermal and green-hydrogen projects as well as
low-carbon industrial zones. In practice, FOCAC functions as a policy and
coordination device: It aligns ministries, policy banks and state-owned
enterprises like PowerChina and China State Construction Engineering Corp.
(CSCEC) behind priority pipelines, blending finance, engineering and diplomacy.
As part of this process, Chinese lending to Africa has started growing again
over the past two years after a steep drop beginning in 2016.
Chinese President Xi Jinping’s speech
at the U.N. General Assembly last month – promising deeper emission cuts and
long-term investment in renewables – reinforced this image of China as a
pragmatic climate partner for the Global South. Yet the initiative is also a
sophisticated form of industrial relief. By channeling surplus production into
developing markets, Beijing stabilizes its domestic sector while amplifying its
geopolitical leverage.
Recent projects underscore the scale
of China’s ambitions. PowerChina signed a $400 million agreement in September
to build South Africa’s 342 MW De Aar Solar Power plant. In Algeria, PowerChina
and CSCEC broke ground on two desert installations totaling 420 MW. And at the
2025 Ghana-China Climate Summit, Beijing pledged 30 clean energy projects
across Africa. Last year, as much as 90 percent of the continent’s supply of
new renewable energy projects came directly from Beijing – a signal that
electrification has become the new centerpiece of China-Africa relations.
Economics of Dominance
China’s green energy dominance rests
on scale and price. New solar and wind projects are now cheaper across their
lifecycle than fossil fuel-powered stations. For Africa, the economics are
transformative: Cheap panels and battery storage reduce dependence on imported
fuel and unstable grids, while offering governments politically popular
solutions to chronic shortages.
This cost advantage is
self-reinforcing. Each expansion round drives learning effects and efficiency
gains, pushing competitors further behind. American and European manufacturers
– constrained by higher labor costs and fragmented industrial policy – have
failed to match China’s pace. Beijing’s manufacturers, once reliant on
subsidies, are now globally competitive on their own.
The International Energy Agency’s 2025
projections show photovoltaic power dominating new capacity additions through
2035, largely due to Chinese hardware.
But China’s strategy is not without
friction. African grids remain weak, and transmission bottlenecks cap how much
new generation can be absorbed. Currency shortages make dollar-denominated
imports unprofitable, while state-run utilities often struggle to honor payment
obligations. Political risk — debt distress, shifting tariff regimes or
post-election contract renegotiations – adds uncertainty.
Beijing has adapted by favoring
smaller, modular projects that fit Xi’s “small is beautiful” initiative. It
offers barter-style packages – trading infrastructure or electrification for
mining rights – to mitigate repayment risks. Grid upgrade loans and technical
training further entrench dependence on Chinese technology and expertise. Yet
the leverage is not absolute. Resource nationalism and competing corridors,
such as the U.S.- and EU-backed Lobito Corridor, threaten to diversify mineral
buyers and processors, complicating China’s hold over cobalt, manganese and
graphite chains. For small-scale solar, however, China will continue to grow
its market due to the rapid uptake and cost advantages.
The Wider Strategic Field
Other powers are trying to catch up.
The Gulf states, noting the same structural decline in fossil fuel demand, are
diversifying income streams and expanding aggressively into Africa’s
renewables. The UAE’s Masdar is developing a 10 GW wind complex in Egypt; Saudi
Arabia’s ACWA Power is financing projects across the continent, such as a 300
MW solar plant in South Africa; and Qatar Energy is investing in battery
minerals and photovoltaic ventures in East Africa. These moves link green
infrastructure to critical mineral extraction, echoing Beijing’s model but
without its scale or supply chain depth.
Russia’s entry, on the other hand, is
mostly rhetorical. It has signed nuclear cooperation agreements with more than
20 African countries, yet only Egypt’s El Dabaa plant is under construction.
The U.S. presence is similarly muted. After withdrawing many climate and
financing commitments under the Trump administration, Washington lacks a
competitive export or financing apparatus. Allies like Britain, Australia and
the European Union remain committed to net-zero transitions but increasingly
rely on Chinese inputs for affordability and supply security.
Meanwhile, China’s green industrial
playbook extends beyond solar. In batteries and electric vehicles, it has used
subsidies, forced technology transfers and massive state coordination to build
dominance. So far in 2025, 22 percent of new trucks sold in China were
electric, signaling a potential collapse in diesel demand, given that trucking
accounts for half of global diesel consumption. Europe, by contrast, is
suffering from dependency. Volkswagen suspended production at two EV plants in
Germany in September amid low demand, while Spain had to employ 2,000 Chinese
technicians to launch the new CATL-Stellantis battery facility in Zaragoza. A
similar process is unfolding for wind turbines. These dependencies are likely
to grow only more acute, especially when combined with America’s retreat from
supporting green energy.
Conclusions
China’s green expansion is
transforming both its economy and its international posture. By turning
renewable manufacturing into a pillar of global trade, it has created an
ecosystem where industrial capacity translates directly into geopolitical
influence. Every new solar field or battery plant abroad helps sustain its
factories at home, preserve employment and recycle capital into further
technological leadership.
The strategy’s success lies in
integration. Beijing offers not just hardware but also finance, engineering and
delivery. It can underprice rivals, move faster and link energy cooperation to
mineral access and infrastructure development. The approach blends commercial
logic with state ambition, anchoring Chinese influence across the Global South
under the guise of climate partnership.
For all the risks, the underlying
trend is probably irreversible.
Global electrification is
accelerating, fossil fuel dependence is declining, and China is embedded at
every step of the green supply chain – from African lithium mines to
polysilicon refining to final solar module exports. While other actors compete
piecemeal, Beijing’s systemwide strategy gives it structural leverage over both
energy and materials.
The implications stretch beyond
economics. Control over clean energy inputs confers geopolitical weight
comparable to oil in the last century. If the 20th century was defined by
petro-states wielding hydrocarbon power, the 21st will be shaped by the rise of
the electro-state. And for now, that state is unmistakably China.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
MIDDLE EAST BRIEF
PEACE DEAL REACHED: AFTER TWO YEARS
HOSTAGES RELEASED
Israel and Hamas agreed Wednesday to
pause fighting in Gaza and release at least some hostages and prisoners,
accepting a deal put forward by the Trump administration that would represent
the biggest breakthrough in months in the devastating two-year-old war.
“This means that ALL of the Hostages
will be released very soon, and Israel will withdraw their Troops to an agreed
upon line as the first steps toward a Strong, Durable, and Everlasting Peace,”
President Donald Trump wrote on social media in trumpeting the agreement. “All
Parties will be treated fairly!”
Israel and Hamas separately confirmed
the contours of the deal. It calls for Hamas to release all 20 living hostages
in the coming days, while the Israeli military will begin a withdrawal from the
majority of Gaza.
• Key Takeaways:
◦ Iranian Threats to Close the Strait
of Hormuz:
Iranian officials have threatened to
close the Strait of Hormuz, likely to try to discourage the United States from
enforcing sanctions that target Iranian oil exports. Iranian officials have
recently increased inspections of naval units in the Persian Gulf.
◦ Iraqi Popular Mobilization Forces
Arrest Campaign: The Popular Mobilization Forces arrested several unidentified
individuals in Anbar and Dhi Qar Provinces on October 2 and 8 for suspected
Baath Party ties in what appear to be instances of sectarian targeting. It is
unclear if these arrests are related to the upcoming November 2025
parliamentary elections, but the arrests come as multiple Iranian-backed Iraqi
actors have sought to disqualify alleged Baath Party remnants ahead of the
elections.
GLOBAL SITREP
RUSSIA & VENEZUELA
Maduro and Putin. Venezuelan President
Nicolas Maduro ratified a strategic partnership and cooperation agreement with
Russia, originally signed in May at a meeting in Moscow with President Vladimir
Putin. The ratification, conducted at a signing ceremony broadcast by national
media, was timed to coincide with Putin’s birthday. Maduro congratulated the
Russian leader and reaffirmed Venezuela’s commitment to supporting a “just,
multipolar, polycentric world order.” Hahaha. Whatever.
PUTIN IN TAJIKISTAN
Trip to Central Asia. Also on
Wednesday, Putin will fly to Tajikistan to attend a Russia-Central Asia summit
and a leaders’ meeting of the Commonwealth of Independent States. He will also
hold separate bilateral sessions with foreign leaders on the sidelines of the
events and is expected to sign with his Tajik counterpart a joint statement on
deepening their countries’ strategic partnership and alliance.
CHINA TO INDIA: “YUAN RUSSIAN OIL?”
Oil payments. Traders of Russian oil
have started asking India’s state refiners to make payments in Chinese yuan
instead of the standard U.S. dollar or UAE dirham, Reuters reported. The
switch, which could help streamline transactions, comes amid improving
relations between New Delhi and Beijing. India’s largest refiner, Indian Oil
Corp., has reportedly already paid for multiple cargoes of Russian oil in yuan.
INDIA & THE UK
Britain and India. British Prime
Minister Keir Starmer is leading a delegation of more than 120 business,
education and cultural leaders that will arrive in India on Wednesday. A
meeting on Thursday between Starmer and his Indian counterpart, Prime Minister
Narendra Modi, is expected to focus on economic issues. Starmer said he wants
their bilateral free trade agreement, signed in July, to be implemented as soon
as possible. He stressed that further liberalization of visa rules for Indian
citizens was not on the table.
QATAR DEFENSE TALKS WITH TURKEY
Turkey and Qatar. Turkey’s defense
minister and its air force commander held talks with Qatari defense officials
in Doha this week. The two sides discussed strengthening bilateral relations
and recent developments in the region.
AUSTRALIA & SINGAPORE MOU
Economic ties. Singapore and the
Australian state of New South Wales signed on Tuesday a memorandum of
understanding on promoting bilateral commercial partnerships. The agreement
focuses on cooperation in green energy, sustainable urban development and fintech.
GZB INFOCUS: THE BORACAY CASE — EU
ENFORCES SANCTIONS ON RUSSIAN OIL — NEW POLICY SHIFT
BLUF: The Boracay case could be a
precedent for a new European course of action.
Over the past week, a series of
incidents underscored growing concerns over European security and hybrid
threats. In Germany, Munich Airport was forced to shut down twice after
multiple drone sightings, grounding dozens of flights and prompting emergency
measures to detect and neutralize unmanned aircraft. Although no entity has
claimed responsibility, officials in Berlin suspect a foreign intelligence link
amid several recent unexplained drone incursions over European airspace.
Perhaps more importantly, the French navy intercepted on Oct. 1 the
Russia-linked Boracay oil tanker off the coast of Saint-Nazaire and detained
its captain, alleging that the vessel was part of Moscow’s “shadow fleet.”
The ship, loaded with as much as
750,000 barrels of crude, had departed from Russia’s Primorsk terminal and was
reportedly bound for India. It was flying the flag of Benin, though
investigators suspect the registration was either false or invalid. The ship’s
captain, a Chinese national, was released but has been charged and is scheduled
to stand trial in France in February 2026. Earlier this year, the same ship was
detained in Estonia for documentation irregularities and a lack of proper
registration. It was operating under the name Kiwala at the time; shadow fleet
vessels regularly change names and flags to conceal ownership and evade
sanctions.
With the seizure, the West’s approach
to sanctions enforcement could be shifting. President Emmanuel Macron has
framed the interception as a necessary step to disrupt the trade of Russian oil
above a price cap set by the European Union and cut into the revenues
sustaining Russia’s war against Ukraine. He also did not rule out a link
between unidentified drones spotted last month flying above military sites and
near airports in Denmark and the Boracay, which was sailing nearby at the time.
French and Danish investigators are looking into a possible connection.
Until the Boracay’s detention, Western
governments had relied primarily on banks, insurers and flag registries to
enforce sanctions designed to restrict Russia’s oil exports. The only notable
exception was a Finnish case in which the captain and two officers of a
suspected shadow fleet oil tanker were accused of damaging undersea power and
internet cables in the Baltic Sea. The incident could have paved a path to
enforcing sanctions in the maritime domain, but last week, a court dismissed
the case, saying Finland had no jurisdiction to prosecute the individuals,
underscoring the legal challenges to law enforcement at sea.
What makes Boracay potentially
different is the broader context: In recent months, a surge of unexplained
drone activity across European airspace and maritime corridors has enmeshed
sanctions evasion in a hybrid security issue, at a time when tensions between
Russia and the West show no sign of easing. In such an environment, a shadow
fleet tanker with opaque ownership and proximity to recent drone incursions is
no longer merely a sanctions risk. Indeed, these vessels can be multi-use
platforms – able to conduct reconnaissance and electronic support missions or
launch operations behind commercial traffic. The heightened risk lowers
political barriers to law enforcement measures at sea (including boarding,
seizure or extended inspection) and elevates the legal requirements authorities
are willing to accept for intervention.
Boracay has thus become a test case
for more proactive maritime action than Europe previously tolerated. With Paris
taking the lead role, this could signal that EU enforcement won’t rely only on
insurers and banks going forward. If other EU (and NATO) coastal states follow
suit, a coordinated approach to shadow fleet interdictions could take shape,
raising the risks and operating costs for Russia-linked oil flows. So far,
there are several signals pointing in this direction. According to EUobserver,
European policymakers are preparing new legal mechanisms that would allow the
EU and member states to interdict at least another 16 tankers suspected of
belonging to Russia’s shadow fleet if they enter the Baltic Sea.
If sanctions circumvention is no
longer a low-risk endeavor, especially in European waters, then shadow fleet
vessels may be forced to sail farther offshore, operate for longer periods with
their Automatic Identification System transceivers off and rely more on
permissive jurisdictions. Insurance premiums would rise, and more vessels could
go without adequate coverage, exposing them to commercial and legal
liabilities. This would not stop Russian oil exports, but it would reduce
margins, delay shipments and complicate Moscow’s wartime finances.
However, this all depends on how the
Boracay case plays out legally. What ensues will be a test case for the
application of international and domestic maritime law against vessels with
fraudulent flags or opaque ownership. Additionally, the complex investigative
methods involved (e.g., flag verification, AIS forensics and cargo tracing)
could be applied to other types of illicit trade, strengthening enforcement of
arms embargoes or restrictions on dual-use technology transfers.
The Boracay case also presents an
alternative to the approach to sanctions enforcement promoted by Washington. In
August, the Trump administration announced 50 percent tariffs on India over its
purchases of Russian oil, and it has pushed Europe to do the same against
Russian oil’s two biggest customers: India and China. However, if France proves
the feasibility of disrupting Russia’s shadow fleet network through
interdiction, then it could increase the costs and uncertainty for Moscow’s
Indian and Chinese clients without directly provoking them. Europeans will
likely argue that such an approach better balances strategic pressure and
political prudence, since it focuses pain on the supply chain rather than the
customer.
The Kremlin is unlikely to ignore this
challenge to its shadow fleet. Russia will likely escalate its hybrid tactics:
harassing European shipping, deploying GPS spoofing or jamming in key sea
lanes, or sabotaging undersea infrastructure. These are tactics Russia has
employed in the Black Sea since it seized Crimea in 2014. They are cheap and
deniable, enabling Moscow to defend its near abroad while probing NATO’s and
the EU’s thresholds for response. To counter these tactics, European countries
will need to coordinate across several domains – a difficult task but cheaper
than an open conflict with Russia.
The Boracay seizure is significant
because of the precedent it sets. France has transformed sanctions enforcement
from a regulatory exercise into a maritime security operation, embedding
economic warfare within naval practice. The case highlights the interconnection
of sanctions circumvention, hybrid threats and geopolitical competition at sea.
If Europe builds on this moment, it could develop a more resilient and
proactive maritime posture – one that raises costs for Russia while also
demonstrating that European security does not end at the shoreline. While still
aligning with U.S. strategy, Europe is avoiding going after buyers directly,
instead targeting Russia’s export lifelines and the logistical enablers of its
energy trade.
**Final Word: This IS the GRAY ZONE.
You will not get this level of reporting and analysis in the lamestream media.
Geopolitical analysis and conflict threat assessment are provided free of
charge in these briefs.
The GRAY ZONE BRIEF aims to inform
national security & foreign policy by providing timely, relevant, and
independent open-source analysis of developments mainstream media does not
cover adequately.
This daily update covers political,
military, and economic events and trends that affect the stability and
decision-making of the United States, our strategic partners and our
adversaries.
It also provides insights into
terrorist-sponsored activities abroad that undermine regional stability and
threaten US forces and interests.
No classified information is ever
shared in this product or disseminated by GZB analysts. All sources are vetted
and verified and all intormation is mined and collected via OSINT. (Open Source
Intelligence.)
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GRAY
ZONE BRIEF 8 OCTOBER 2025
ISRAEL
& HAMAS
Negotiations
in Egypt. Israel and Hamas held their first day of indirect talks in Egypt on
Monday aimed at agreeing on a final peace deal. According to sources who spoke
with Al Jazeera Arabic the meeting ended on a “positive” note. However, Hamas
is reportedly demanding several amendments to the United States' peace
proposal, including a weeklong halt to all Israeli air operations to recover
the living hostages in Gaza and U.S. guarantees that Israel will not attack
Hamas leaders. It also rejects the transfer of Gaza's administration to an
international transitional committee and the appointment of former British
Prime Minister Tony Blair as interim "governor." Negotiations
continue Tuesday.
ISRAEL
& RUSSIA
Israel
and Russia. Meanwhile, Israeli Prime Minister Benjamin Netanyahu spoke by phone
with Russian President Vladimir Putin about developments in the Middle East,
including the Gaza talks. They also discussed Iran and Syria.
SYRIA
Syrian
unrest. Clashes erupted on Monday between the Kurdish-led Syrian Democratic
Forces and Syrian troops in the city of Aleppo. Syria’s state-run SANA news
agency said the SDF opened fire on checkpoints in residential areas, killing a
civilian and a security officer and injuring more than two dozen others. The
SDF denied that its forces had attacked the checkpoints. On Tuesday, SANA
reported that both sides had reached a ceasefire agreement.
U.S.
& SYRIA
U.S.
support. Relatedly, U.S. envoy to Syria Tom Barrack and CENTCOM commander Adm.
Brad Cooper met with the SDF commander in northeastern Syria. Barrack described
the talks as “substantive” and said Washington would continue to support
efforts to unite Syrians in one nation and achieve sustainable peace and
prosperity.
U.S.
& VENEZUELA
Cutting
ties. U.S. President Donald Trump has reportedly ordered the severance of all
diplomatic contacts with Venezuela. The move was a result of Venezuelan
President Nicolas Maduro’s refusal to comply with U.S. demands to transfer
power and Venezuelan officials’ assertions that Maduro is not involved in drug
trafficking. Separately, Maduro said his security forces thwarted a “false flag
operation” by extremists to blow up the U.S. Embassy in Caracas in order to
aggravate tensions with Washington. Last week, Venezuela reportedly deployed
its S-125 Pechora air defense systems to the coast in anticipation of a
possible U.S. incursion.
INDIA
Looking
to private industry. India is opening up its defense manufacturing industry to
the private sector. The government has lifted a requirement from its defense
procurement rules that all private manufacturers must obtain a “no-objection
certificate” from state-owned Munitions India Ltd. before producing artillery
shells, rockets, bombs, grenades and small arms ammunition. The move aims to
reduce dependence on imports and strengthen India's defense industrial base.
U.S.
& TURKEY
Rare
earths. The U.S. and Turkey are in talks on a possible partnership to develop a
large rare earth deposit in western Anatolia, Bloomberg reported
After
earlier negotiations with China and Russia stalled, Ankara is considering
working with Washington on development and refining projects. Last year, Turkey
signed a memorandum of understanding with China on the initiative, but talks
failed due to China’s insistence on processing the raw materials at home and
its refusal to transfer technology to Turkey. Turkey now plans to build its own
processing plant in the region of Beylikova.
BAGRAM
AIRBASE UPDATE
Developments
in Afghanistan. The U.S. and the Taliban have held talks about reopening their
respective embassies in Kabul and Washington, according to a Taliban
representative who spoke with Sky News. He also said the Taliban would “never”
hand over Bagram air base to the U.S., amid reports that the Trump
administration is interested in taking it over. Relatedly, Russian Foreign
Minister Sergey Lavrov said Moscow would reject the deployment of third-party
military infrastructure in Afghanistan, adding that it could lead to
“destabilization and new conflicts.”
IRAN
GOT HACKED
Iranian
order. Iran could be preparing to purchase 48 Su-35 fighter jets from Russia,
according to documents leaked online allegedly from the Russian state-owned
defense firm Rostec. Hacker group Black Mirror last week published the
documents, which reveal a $686 million order for the jets, to be delivered in
phases over 16-48 months. The deal would be the largest for Russia since the
Russia-Ukraine war began.
Note:
GZB as early as 2023 reported that Russia has switched over to a wartime
economy — thus making it extremely difficult to end the war in Ukraine and
enable Putin to stay in power. Discharge 1 million soldiers and then turn them
loose into society with no job and no future — that’s a bad proposition.
Over
78% of Russia’s jobs are currently connected to supporting the military — thus
are dependent on the industrial war machine as a lifeline.
GZB
sees it from the perspective that Russia’s declining gas & oil industry,
their declining population and their declining economy make it highly likely
that the window of opportunity is closing on Russia to maintain the Russian
Federation and its sphere’s of influence regionally and globally. Russia is a
state in decline.
Regarding
Iran: The Regime and the IRGC are busy with likely the biggest military build
up in the regime’s history. They’ve been measured and have come up short and
looking weak after both Israel and the U.S. dropped bombs with impunity this
year, doing major damage to Iran’s nuclear program and its international street
creds.
THE
PULSE OF EUROPE
European
public opinion. Some 67 percent of Europeans favor boosting military spending,
down from 74 percent in April 2024, according to a new poll Support is
strongest in Central and Eastern Europe, with 86 percent of respondents in
Poland saying they would strongly support increased investment — compared to
just 48 percent in Italy.
GZB
INFOCUS: Ranked: The Top 50 Countries by Central Bank Reserves
Key
Takeaways:
•
Central bank reserves are considered critical for global economic stability,
helping countries meet balance of payments obligations and buffer against
economic or geopolitical shocks
• The
top 10 countries collectively hold $9.4 trillion in currency and gold reserves,
accounting for over 60% of the global total Central bank reserves can be
considered as a country’s financial shield, consisting of foreign currencies,
gold, and other liquid assets. These reserves play an important role in
stabilizing currencies and navigating financial crises.
In
this graphic, we visualize the 50 countries with the most central bank
reserves, providing insight into the balance of global finances.
Data
& Discussion:
The
data for this visualization comes from The World Factbook It compares the value
of reserves (foreign exchange and gold) held by the world’s central banks as of
2024.
These
holdings determine how resilient economies are to shocks and how much influence
they may wield in global markets.
China
is the World’s Largest Holder of Foreign Currency Reserves
The
World Factbook estimates that China has $3.5 trillion in central bank reserves,
far more than any other country.
According
to The Economics Review this is due to China’s persistent trade surpluses,
which result in more foreign currencies flowing into the country than flowing
out.
To
prevent the yuan (RMB) from rapidly appreciating, the People’s Bank of China
(PBC) intervenes in foreign exchange markets by buying other currencies,
pushing money into circulation (a potential inflation risk).
In
order to offset this inflationary pressure, China uses a strategy known as
sterilization, which involves conducting monetary policy opposite of the
initial intervention to offset its effects on the monetary base.
Why
Switzerland Ranks Fourth
Following
the 2008 Global Financial Crisis, demand for the Swiss franc surged as it was
viewed as a safe-haven, putting upward pressure on its value.
This
is problematic because as the Swiss franc quickly rises in value, imports
become cheaper, pushing overall prices downwards and risking deflation (https://www.investopedia.com/terms/d/deflation.asp).
To
counter this risk, the Swiss National Bank (SNB) bought large amounts of
foreign currencies, slowing the franc’s rise but expanding its reserves
significantly.
In
more recent years, the SNB has used its currency reserves to counter
inflationary pressures. By selling foreign exchange (boosting demand for one’s
domestic currency), central banks can appreciate their currency to make imports
cheaper, reduce overall price growth, and bring inflation back down to target
levels.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END
REPORT
See More
OCTOBER GLOBAL 30,000 ft. VIEW
The World This Week
Tuesday, Oct. 7: Trump hosts Canadian Prime Minister Mark
Carney at the White House.
Spanish lawmakers vote on whether to impose an arms embargo
on Israel.
Wednesday, Oct. 8: British Prime Minister Keir Starmer
begins a two-day trip to India.
Thursday, Oct. 9: Seychelles begins its presidential
election runoff.
Friday, Oct. 10: The winner of the Nobel Peace Prize is
announced.
South Africa hosts G-20 trade ministers.
Sunday, Oct. 12: Cameroon holds a presidential election.
Monday, Oct. 13: The International Monetary Fund and World
Bank begin their weeklong annual meetings.
DOMESTIC SITREP
ICE under attack. U.S. Homeland Security Secretary Kristi
Noem said Mexican cartels, gangs and terror groups have placed bounties on U.S.
immigration agents. and launched a doxing campaign to distribute agents’ photos
through criminal networks. Noem cited violent incidents including a sniper
attack on an Immigration and Customs Enforcement facility in Dallas and an
attempted ambush of agents in Chicago. She said that intelligence suggests
these groups are increasingly organized and that authorities are investigating
funding for coordinated protests against federal law enforcement.
MIDDLE EAST SITREP
• Gaza Ceasefire Plan: Hamas agreed to a ceasefire with
Israel on October 3 but called for negotiating other aspects of US President
Donald Trump’s plan for peace in the Gaza Strip. Elements of Trump's plan
require Hamas to concede on many of its long-held ceasefire demands, which
raises questions about the viability of a long-term ceasefire agreement.
• Syrian Parliamentary Elections: Syria’s October 5
parliamentary elections are a positive step toward the development of a
representative government in Syria, but the establishment of political parties
will likely be necessary to form any meaningful opposition to Syrian President
Ahmed al Shara. Neither Syrian Kurds in the northeast nor Druze in southern
Syria participated in the elections.
• Iran-PRC Trade: Iran and the People’s Republic of China
(PRC) have reportedly used barter systems that avoid monetary transactions on
the international market to circumvent US sanctions on Iran since at least
2018, according to two US media reports published on October 5.
• Iranian Air Defense: Iran appears to be prioritizing
strengthening its air power by purchasing foreign fighter jets to address
weaknesses that Israel exploited during the Israel-Iran War.
• Iraqi Parliamentary Elections: Iraqi Shia nationalist
cleric Muqtada al Sadr is reportedly planning to make an unspecified “move”
regarding the upcoming November 2025 Iraqi parliamentary elections that will
not cause “chaos or escalation,” according to a former Sadrist parliamentarian.
The former parliamentarian’s statement suggests that Sadr does not plan to
incite protests surrounding the elections.
ISRAEL
Israel-Hamas negotiations.
U.S. President Donald Trump reported positive results from
talks with Hamas and other nations regarding a Gaza ceasefire, hostage release
and a broader regional peace. The U.S. hopes to finalize an agreement during
negotiations in Cairo, Secretary of State Marco Rubio said.
Hamas reportedly agreed to release hostages but asked
Israel to pause airstrikes so that it may recover dead hostages around Gaza.
The group also demanded that Israel withdraw its tanks from populated areas to
facilitate hostage transfers, and it is insisting on the release of six
high-ranking Palestinian prisoners. Hamas also denied to Arab media reports
that it intends to surrender its weapons.
IRAN
Redenomination. On Sunday, the Iranian parliament Under the
amended Monetary and Banking Law, the Central Bank of Iran will set exchange
rates and manage foreign currency transactions in line with reserves. A
three-year “dual circulation” transition phase will allow both currencies to
circulate simultaneously. The reform had been debated for years amid inflation
and depreciation.
IRANIAN NAVY
Naval conference. Iranian Navy Commander Rear Adm. Shahram
Irani arrived in St. Petersburg on Sunday to attend a meeting of naval
commanders from Caspian Sea states. In addition to participating in the
conference, Irani will meet with the Russian Navy’s commander-in-chief, hold
bilateral talks with the naval chiefs of Azerbaijan and Kazakhstan, and visit
naval bases in the Gulf of Finland.
LIBYA
Back in business. Libya’s National Oil Corp. announced the
resumption of exploration in several offshore blocks that had been dormant for
more than five years. The work, conducted with Italy’s Eni, follows technical
and environmental assessments and focuses on northwestern Libya, where
instability previously halted operations. Eni has begun seismic and geological
surveys ahead of drilling new exploratory wells.
Naval conference. Iranian Navy Commander Rear in St.
Petersburg on Sunday to attend a meeting of naval commanders from Caspian Sea
states. In addition to participating in the conference, Irani will meet with
the Russian Navy’s commander-in-chief, hold bilateral talks with the naval
chiefs of Azerbaijan and Kazakhstan, and visit naval bases in the Gulf of
Finland.
GLOBAL SITREP
TALIBAN TRIP TO INDIA
First visit. Afghan Foreign Minister Amir Khan Muttaqi may
visit India from Oct. 9 to Oct. 16, marking the first visit to India by a
senior Taliban official since the group seized power in 2021. Although India
does not recognize the Taliban government, it has maintained a minimal
diplomatic presence in Kabul since 2022 to facilitate humanitarian aid and to
protect its interests. India’s Ministry of External Affairs temporarily waived
a travel ban for the visit. Muttaqi’s visit is expected to focus on regional
security and trade.
INDIA & RUSSIA
Deals and drills. Senior Indian Defense Ministry officials
will meet with their Russian counterparts this week to discuss jointly
producing or directly purchasing five additional S-400 air defense systems from
Moscow to strengthen India’s long-range defense capabilities. According to
defense sources who spoke to the Hindustan Times, the deal is expected to be
approved before Russian President Vladimir Putin arrives in India on Dec. 5 for
an annual summit with Prime Minister Narendra Modi. Meanwhile, Russia and India
have launched the joint exercise Indra-2025 in Rajasthan, northwest India. The
drills, which will run until Oct. 15, will focus on joint tactical operations,
communications, and command and control of a combined force. Separately, Putin
threatened to sever ties with the United States if Washington supplies Tomahawk
cruise missiles to Ukraine.
NORTH KOREAN NAVY
New warship. North Korean leader Kim Jong Un inspected the
country’s first 5,000-ton multipurpose destroyer on Sunday. The new destroyer
is equipped with supersonic strategic cruise missiles and tactical ballistic
missiles, state media reported. Pyongyang plans to build another vessel of the
same class by October 2026.
CHINA’S B&RI (Belt & Road Initiative)
Circumvention. China is developing a land corridor through
Iran to reduce reliance on vulnerable sea lanes such as the Strait of Malacca
and Bab el-Mandeb, according to the Iranian news agency Wana. A new rail link
between Xian, China, and the Iranian port of Apirin opens a trade route that
strengthens Chinese access to Western Asia and Europe. Meanwhile, The Wall
Street Journal reported that a secret agreement between Beijing and Tehran,
involving a major Chinese insurance firm, allows China to skirt U.S. sanctions
and pay for Iranian oil through infrastructure projects.
AUSTRALIA & PAPUA NEW GUINEA
New alliance. Australian Prime Minister Anthony Albanese
and Papua New Guinean Prime Minister James Marape signed a mutual defense
treaty Monday in Canberra. Known as the Pukpuk Treaty, the pact is Australia’s
first new alliance in more than 70 years and only its third overall, alongside
those with New Zealand and the United States. The treaty commits both nations
to mutual defense in the event of attack and is aimed at countering China’s
growing regional influence.
GEORGIA
Election unrest. Tens of thousands of protesters gathered
in Georgia’s capital on Saturday after the ruling Georgian Dream party claimed
victory in municipal elections boycotted by the main opposition blocs. Several
dozen protesters stormed the courtyard of the presidential residence in
Tbilisi, and 14 police officers were reportedly injured. On Sunday, Prime
Minister Irakli Kobakhidze said foreign intelligence services had attempted a
coup in his country. Georgian Dream last year suspended talks on joining the
European Union
GZB INFOCUS: The Universities Producing the Most
Billionaires
Key Takeaways:
• American universities like Harvard, Stanford, and Penn
lead in producing billionaire alumni.
• Most wealth comes from technology startups and
entrepreneurial ventures (e.g., Microsoft, Google, DoorDash, Baidu).
This visualization ranks institutions by billionaire
alumni, highlighting U.S. dominance and the growing role of Asian
universities. The data comes from Salas Díaz & Young
(2024). The study was published in September 2024, but the
underlying data was collected in March 2021.
Harvard: Billionaire Central
Harvard has produced 125 billionaires in total, with a
combined estimated wealth of almost $600 billion. The university tops our list,
even without counting names like Bill Gates and Mark Zuckerberg, who studied
there but never completed their degrees.
Stanford University, with its deep ties to Silicon Valley,
counts Yahoo co-founder Jerry Yang and DoorDash co-founder Andy Fang among its
billionaire alumni. The University of Pennsylvania produced Tesla CEO Elon Musk
Columbia University lists Warren Buffett, the legendary investor behind
Berkshire Hathaway, among its most notable graduates, while the Massachusetts
Institute of Technology (MIT) has shaped both tech and industrial leaders,
including Charles Koch of Koch Industries.
U.S. vs Asia: Power Shift Underway:
While U.S. schools still dominate the top slots, the Salas
Díaz & Young data shows how universities in Asia are rising fast.
Institutions such as the University of Mumbai, Tsinghua,
Peking University, and Seoul National University now appear in the top 20 for
billionaire alumni. The shift coincides with Asia’s broader economic expansion,
higher rates of entrepreneurship, and strengthening of domestic capital
markets.
For example, Peking University, one of China’s most
prestigious schools, counts Baidu co-founder Robin Li among its billionaire
alumni. Similarly, Mukesh Ambani, chairman of Reliance Industries and India’s
richest man, studied chemical engineering at the University of Mumbai.
University Producing the Best Americans:
Hillsdale College
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
DOMESTIC
SITREP
ARMY NG CALLED UP IN ILLINOIS
President Donald Trump moved to deploy
the National Guard in another city Saturday by authorizing 300 troops to
protect federal officers and assets in Chicago, where the government said
Border Patrol agents shot and injured a woman while firing at someone who tried
to run them over.
White House spokesperson Abigail
Jackson confirmed that the president authorized using the Illinois National
Guard members, citing what she called “ongoing violent riots and lawlessness”
that local leaders have not quelled.
“President Trump will not turn a blind
eye to the lawlessness plaguing American cities,” Jackson said.
Democratic Gov. JB Pritzker said the
guard received notice from the Pentagon early in the day. He called the move
unnecessary and “a manufactured performance — not a serious effort to protect
public safety.”
“This morning, the Trump
Administration’s Department of War gave me an ultimatum: call up your troops,
or we will,” Pritzker said in a statement. “It is absolutely outrageous and
un-American to demand a Governor send military troops within our own borders
and against our will.”
Meanwhile, a similar mobilization of
200 National Guard troops in Oregon was temporarily blocked after a federal
judge’s opinion was that President Donald Trump was “likely overstepping his
legal authority in responding to relatively small protests” near a U.S.
Immigration and Customs Enforcement building in Portland.
Why It Matters:
Trump has characterized both Portland
and Chicago as cities rife with crime and unrest, calling the former a “war
zone” and suggesting apocalyptic force was needed to quell problems in the
latter. Since the start of his second term, he has sent or talked about sending
troops to 10 cities, including Baltimore, Maryland; Memphis, Tennessee the
District of Columbia, New Orleans, Louisiana; and the California cities of
Oakland, San Francisco and Los Angeles.
GLOBAL SITREP
NZ NH90 HELOS FLY RECORD DISTANCE
ACROSS TASMAN SEA
Two Royal New Zealand Air Force NH90
helicopters have flown from Australia to New Zealand on a two-day,
record-breaking journey for the aircraft, which each carried two 1,100lb
external fuel tanks, according to the service.
The aircraft flew from Royal
Australian Air Force Base Amberley, near Brisbane, via Norfolk Island, to RNZAF
Base Auckland, a distance of 1,765 miles over water. The longest leg of the
trip, 660 miles, took around four and a half hours.
Why It Matters:
Both of the 3 Squadron aircraft landed
safely home at RNZAF Base Ohakea Sept. 30.
The flight broke the RNZAF NH90s’
previous over-water record, achieved at the end of last month, of 521 miles
across the Coral Sea Basin between Australia and Papua New Guinea.
BRAZIL INCREASES OIL PRODUCTION
According to data from Brazil’s
hydrocarbon regulator, Brazil extracted an average of 4.9 million barrels of
oil equivalent per day in June. This is the largest volume of hydrocarbons that
Brazil, Latin America’s top oil producer, has ever pumped. Crude oil output
also reached a new record of 3.8 million bpd.
Why It Matters:
Oil discoveries in ultra-deep waters
off Brazil’s coast bode well for its plans to become a top-five global oil
producer.
Petrobras, the national oil company,
plans to invest $111 billion by 2029. It expects to drill more than 50 new
wells and add 10 new floating production units, increasing its production
capacity to 4.5 million bpd by 2029, 80 percent of which will come from
pre-salt assets.
Brazil also expects to attract more
than $120 billion in investment by 2029, primarily in its pre-salt oil fields,
where the average breakeven cost is below $40 per barrel. The low carbon
intensity of Brazilian production also makes it appealing from an environmental
sustainability perspective.
MIDDLE EAST SITREP
Key Takeaways:
• Israel 2-Day Ship Boarding and
Interdiction Operation Complete: A humanitarian aid flotilla was stopped as it
attempted to deliver aid items to Gaza illegally, without the permission of the
Israeli government. A 2nd flotilla of 11 more aid ships is on the way.
• Reported Attack on US Forces in
Syria: A Syrian militia sympathetic to the Iranian-led Axis of Resistance
claimed an attack on a US base in northeastern Syria on October 2. This attack
marks the first time that the militia has claimed to attack US forces.
• Iraqi Elections: Iranian-backed
Iraqi actors are continuing to try to detract voter support from their
political opponents ahead of the November 2025 Iraqi parliamentary elections. A
Middle Eastern news outlet that is likely affiliated with Iranian-backed actors
claimed on September 30 that Sunni Sovereignty Alliance head Khamis al Khanjar
is involved in a US-supported effort to return Baathists to power in the
upcoming elections.
• Houthi Weapons Shipment
Interdiction:Yemeni security forces seized a vessel that was transporting
equipment, including manufacturing equipment, surveillance gear, and raw
materials, to the Houthis on October 2. The Houthis could have used the
equipment to strengthen their drone capabilities.
ISRAEL
Israeli forces boarded the final
vessel in a 44-ship humanitarian aid flotilla that was trying to deliver vital
supplies to Gaza. Capturing the Polish-flagged Marinette marked the end of a
tense two-day naval operation.
11 more ships with the goal of
delivering aid items to Gaza without Israel’s permission is on the way.
U.S. TARGETS AQ IN SYRIA
Syrian media reported on October 2
that the International Coalition likely conducted a drone strike targeting a
former al Qaeda (AQ)-affiliated faction leader in Harem, Idlib Province. The
drone reportedly fired several missiles that killed former Ansar al Islam
leader Abu Darda Kurdi.
Ansar al Islam is an AQ-affiliated
faction that was formed in Iraqi Kurdistan in 2003 and has operated in Syria
since 2011.
US Central Command (CENTCOM) has not
claimed responsibility for the strike at the time of this writing. US CENTCOM
has repeatedly targeted members of designated terrorist organizations in Syria,
including ISIS and AQ-affiliates, since the fall of the Assad regime.
LEBANON
The United States has taken steps to
provide Lebanon with military support. Unspecified US and Lebanese sources told
Reuters on October 2 that the United States approved a $230 million military
aid package for Lebanese security forces. An unspecified Lebanese source noted
that the funding includes $190 million for the LAF and $40 million for the
Internal Security Forces (ISF).
Unspecified US congressional aides
noted that the United States has already provided these funds to Lebanon. A US
State Department spokesperson stated that the US military aid package supports
Lebanese forces’ efforts to “assert Lebanese sovereignty” and fully implement
UN Security Council Resolution 1701. The LAF has historically faced resource
deficits that have limited its ability to successfully counter Hezbollah.
IRAN & SYRIA
A Syrian militia sympathetic to the
Iranian-led Axis of Resistance claimed an attack on a US base in northeastern
Syria on October 2.
This attack marks the first time that
the militia has claimed to attack US forces. The Syrian Popular Resistance
announced that it and “allied forces” targeted US forces with unspecified
weapons south of Hasakah City. Syrian social media accounts posted videos
purporting to show US air defense systems activating over al Shaddadi Base,
Hasakah Province, on October 2. The United States has not confirmed the attack
at the time of this writing and CTP-ISW is unable to independently verify the
group’s claim.
The Syrian Popular Resistance
previously limited its attacks to entities associated with the Syrian
transitional government and had not targeted US forces, despite its opposition
to the US force presence in Syria.
Unspecified US officials told US-based
al Monitor on October 2 that the United States has paused its planned reduction
of forces in Syria due to concerns about the Syrian transitional government’s
stability. The Syrian Popular Resistance warned in August 2025 that it would
expand its target bank and operational reach because of its opposition to the
United States, Israel, and the Syrian transitional government.
The Syrian Popular Resistance formed
immediately after the fall of Assad in December 2024 to oppose the Syrian
transitional government. The group’s last claimed attack was in March 2025,
when it claimed to poison the meals and water of Syrian government soldiers
using a “biological weapon.”
The Syrian Popular Resistance has
venerated former Hezbollah Secretary General Hassan Nasrallah and former
Islamic Revolutionary Guards Corps (IRGC) Quds Force Commander Qassem Soleimani
on its channel in addition to its regular pro-Assad content, suggesting that
the group is ideologically aligned with the Axis of Resistance. The Syrian
Popular Resistance celebrated Iran’s attack on US forces in Qatar during the
Israel-Iran War in June 2025, further underscoring the group’s ideological
alignment with Iran.
GZB INFOCUS: Part 1:
Internet Cost by Country in 2025
Key Takeaways:
• UAE has the world’s most expensive
fixed internet at $4.31 per Mbps.
• Eastern Europe leads affordability,
with Romania as low as $0.01 per Mbps.
In a world more connected than ever,
internet access has become essential infrastructure. But the price people pay
for that access varies dramatically around the globe.
This graphic compares the cost of
fixed broadband internet per megabit per second (Mbps) across 60+ countries in
2025. The data for this visualization comes from We Are Social (https://wearesocial.com/us/blog/2025/02/digital-2025/).
The Most Expensive Internet: Gulf
States and Sub-Saharan Africa:
At the top of the list, the United
Arab Emirates stands out with an average cost of $4.31 per Mbps—nearly double
that of the second-most expensive, Ghana ($2.58).
These high prices are often due to
limited competition, infrastructure challenges, and regulatory factors.
Switzerland, Kenya, and Morocco also rank high on the list, all exceeding $1.00
per Mbps.
Affordable Internet in Europe and
Asia:
In stark contrast, countries like
Romania ($0.01), Russia ($0.02), and Poland ($0.03) offer some of the cheapest
broadband in the world.
Eastern Europe consistently leads on
affordability, likely due to robust competition and government investments in
digital infrastructure. Asian nations such as Vietnam, China, and South Korea
also deliver fast internet at low prices, some as little as $0.05 per Mbps.
Where Does the U.S. Stand?
The United States ranks among the more
affordable countries, with internet priced at $0.08 per Mbps. Other Western
economies like France, and Japan also fall below the global average of
approximately $0.42 per Mbps.
GZB INFOCUS: Part 2
Obesity has long ceased to be a local
problem – today it is a global challenge for healthcare systems. According to a
variety of recent global studies and reports, approximately 900 million adults
worldwide have a body mass index of 30 or higher.
The highest rates are recorded in the
Pacific region, the United States, and the Persian Gulf countries, where the
proportion of obese people reaches 40-75%. In Europe, obesity rates vary
considerably, from 10-13% in France, Switzerland, and Denmark to more than 30%
in Romania and Hungary.
In Latin America, rates are generally
higher, ranging from 23% in Venezuela to 39% in Chile, while in Africa and East
Asia, rates are significantly lower, although they are trending upward.
It’s 2025 and time for to get of your
ass and start exercising and gettin fit! (Not fitting’ some more processed
foods and trans fats into your cake hole!!!
Pray.
Train.
Stay informed.
Make human connections like your life
depends on it.
Build resilient communities.
—END REPORT
RUSSIAN MISSILE TECH UPGRADES
Russian enhancement. Russia has
successfully upgraded its Iskander-M and Kinzhal missiles to make them capable
of evading U.S. Patriot air defense systems in Ukraine, according to a report
by the Financial Times The story says the enhanced missiles are capable of
maneuvering and changing trajectory during the final phase of flight, leading
to a sharp decline in interception rates, from 37 percent in August to 6
percent in September. Meanwhile, The Wall Street Journal reported that the
United States will provide Ukraine with intelligence for long-range missile
strikes against Russia’s energy infrastructure and is asking NATO to offer
similar support.
U.S. PURCHASE OF UKRAINIAN DRONES
Drones deal. A delegation from
Ukraine’s Ministry of Defense held talks in the United States on the possible
U.S. purchase of Ukrainian-made drones. Ukrainian officials presented details
on the use and effectiveness of the drones, and the two sides discussed the
U.S. military’s related needs. Ukrainian President Volodymyr Zelenskyy said
last week that his country was working on a deal that would see Washington buy
Ukrainian drones in exchange for Kyiv's purchase of a range of U.S. weapons.
HUNGARIAN ENERGY HUB FOR EU
Gas exports. Hungarian oil and gas
company MVM has signed a contract with French firm Engie to supply 4 billion
cubic meters of liquefied natural gas between 2028 and 2038. It’s Hungary’s
longest-term LNG purchase agreement. Budapest also plans to soon allow
Turkmenistan to supply gas to Hungary, the undersecretary of state for eastern
affairs announced.
PAPUA NEW GUINEA
Defense pact. Papua New Guinea’s
Cabinet has approved a landmark defense treaty with Australia. The deal commits
both nations to defend each other in the event of a military attack and enables
up to 10,000 Papua New Guineans to serve with the Australian Defense Force,
under dual arrangements. The treaty has sparked criticism within PNG, with the
former defense chief warning of long-term costs and risks of aligning too
closely with Australia’s position on China.
FRANCE’S NEW DEFENSE DOCTRINE
Revamp. France has begun working on
updating its nuclear doctrine, French President Emmanuel Macron said in an
interview with German newspaper Frankfurter Allgemeine Zeitung. According to
Macron, Paris aims to adapt its strategy to new types of threats, including
cyberattacks, hybrid operations and air incursions.
CHINA & MALAYSIA
Rare collab. China and Malaysia are in
talks on setting up a joint venture to build a rare earths processing plant in
Malaysia. The project would likely see Malaysian sovereign wealth fund Khazanah
Nasional partner with a Chinese state-owned company to construct the refinery.
Under the deal, Beijing would likely share its processing technology, which is
currently banned from export abroad, in exchange for access to Malaysia’s rare
earth deposits.
Defense boost. South Korea’s defense
budget will rise in 2026 by 8.2 percent to 66.3 trillion won ($47.1 billion),
South Korean President Lee Jae Myung said on Wednesday. The increase will
prioritize investment in advanced technologies such as drones and robots.
ANKARA & TEHRAN
Turkey and Iran. Turkish Minister of
National Defense Yasar Guler and Iranian Defense Minister Aziz Nasirzadeh held
talks in Ankara. They discussed expanding bilateral defense and military
cooperation, and emphasized the need to strengthen security on their countries’
shared borders.
RUSSIAN DECLINING SPHERE OF INFLUENCE
Russia and Syria. A delegation from
Syria’s Ministry of Defense, led by General Staff chief Ali Naasan, arrived in
Moscow. According to Syrian media, the visit is aimed at “developing
coordination mechanisms between the two countries.”
MIDDLE EAST ANALYSIS
THE FALLACY OF A “TWO STATE SOLUTION”
The idea of a two-state solution was a
Palestinian concept that gradually gained international support. Its broad
outlines began to take shape in the early 1970s after the Jordanian army
expelled the Palestine Liberation Organization from Jordan and forcibly
relocated PLO headquarters to Lebanon. However, Israel has from the outset
rejected Palestinian statehood, pointing to the fact that peace talks and U.N.
resolutions never referred to establishing a Palestinian state. It has also
argued that Hamas’ Oct. 7 attack created a sweeping sentiment within Israel,
shared by young West Bank Palestinians but for different reasons, that
Palestinian statehood will never be an acceptable option.
Israel’s Stance
Recognizing the right of the
Palestinian people to a state casts doubt on the biblical Zionist narrative
that defines the “Land of Israel” as stretching from the Mediterranean coast to
the Jordan Rift Valley, which includes the Jordan River and the Dead Sea. Thus,
Israel’s rejection of a Palestinian state in the West Bank is both a strategic
and a principled position. Until a few years ago, Israel did not recognize the
existence of the Palestinian people, and the flexibility it has sometimes shown
on this front, including in the 2002 road map for peace and the 2020 Abraham
Accords, was just a maneuver to buy time to annex more land.
Israel’s rejection of a Palestinian
state is not a ploy to extract more concessions from the Palestinians. It’s
also not, as Israel insists, a reaction to Palestinian attempts to acquire a
state through violence or concerns that a Palestinian state will threaten
Israel and the region. Israel does not view the Palestinians’ commitment to
peace, their abandonment of armed struggle or international legitimacy of the
Israeli state as incentives to grant the Palestinians an independent political
entity.
To understand the Israeli position, it
is essential to understand the real cause of the 1967 war, which resulted in
Israel’s occupation of the West Bank, the Golan Heights, Gaza and the Sinai
Desert. Israel knew that Egyptian President Gamal Abdel Nasser did not want war
despite his rhetoric. He explained that Egypt itself would not start a war but
would react massively should Israel launch one. The Egyptian military command
considered sending forces to Sinai as a demonstration to persuade the administration
of U.S. President Lyndon Johnson to engage in dialogue with Nasser after their
estrangement in 1965. Egypt agreed to send Vice President Zakaria Mohieddin to
Washington to discuss ways to ease tensions in the Middle East and reverse
Egypt’s decision to close the Strait of Tiran to Israeli shipping. Ten days
before Mohieddin’s scheduled visit, however, Israel launched the Six-Day War.
Soon after the war’s conclusion, Yigal
Allon, an Israeli Cabinet member, proposed the annexation of the Jordan River
lowland to isolate West Bank Palestinians from Transjordan and Israel’s
ambitious settlement construction project. Israel wanted what it called the
liberation of the Land of Israel, especially Judea and Samaria, fearing
increasing demands from the Palestine Liberation Organization, established in
1964, and the Fatah movement to establish a Palestinian state in the West Bank,
which was then under Jordanian control, and the Gaza Strip, then administered
by Egypt.
These calls for independence explain
Jordanian King Hussein’s decision just five days before the outbreak of the war
to sign a defense treaty with Egypt, as he was aware of Israel’s intention to
go to war and the likely outcome of the conflict. He preferred to get rid of
the West Bank, which he viewed as a burden on his Hashemite Kingdom. He
withdrew his army from the territory without putting up much of a fight.
Israel did not occupy the West Bank or
construct settlements and roads there solely for security reasons. It had no
intention to return the area to the Palestinians so that they could establish a
state if the region became more secure. Rather, its intention was for the West
Bank to become part of the state of Israel. This was made clear by Israeli
Prime Minister David Ben-Gurion's 1956 proclamation that Jordan had no right to
exist and that the West Bank should become an autonomous region within Israel.
Statehood and Peace Talks
No direct or indirect negotiations
with the Palestinians mentioned the potential for a Palestinian state in a
realistic manner. Even talks on the Oslo Accords veered from the topic and
treated the West Bank and the Gaza Strip as disputed lands. Israel and the
United States have insisted that the peace process be based on U.N. Security
Council resolutions 242 and 338, which did not mention the word “Palestine” or
the Palestinians but addressed instead the Arab countries that participated in
the 1967 war.
Even after the establishment of the
Palestinian National Authority in 1994 following the signing of the Oslo
Accords, Israel rejected Palestinian sovereignty over any land, water and
space. It also objected to the name “Palestinian National Authority,” which
implies the existence of a homeland and state. It instead insists on using
“Palestinian Authority” to describe the entity that administers the Palestinian
territories. Thus, the passports of residents of the West Bank and Gaza bear
the name “Palestinian Authority.”
Israel accepted the idea of
establishing a Palestinian state that includes the West Bank, or parts of it,
on only two occasions but placed impossible conditions for its establishment in
both instances.
The first was the road map for peace.
In 2002, U.S. President George W. Bush referred in a speech to the possibility
of establishing a Palestinian state. The “international quartet,” consisting of
the U.S., the European Union, the United Nations and Russia, put forward a plan
to get negotiations underway amid Israel’s continued construction of
settlements in the West Bank. Israeli Prime Minister Ariel Sharon set 14
conditions for accepting the plan and establishing a Palestinian state that
ultimately derailed its implementation. The conditions included an indefinite
hold on negotiations with the Palestinians on resolving the final status issues
and refusal to dismantle any settlements, including isolated outposts.
The second instance was the Abraham
Accords, signed under mediation during the Trump administration. Although they
cite the possibility of establishing a Palestinian state, Prime Minister
Benjamin Netanyahu presented 10 conditions to make this happen that the
Palestinians could not satisfy. They included Israel’s annexation of the Jordan
Valley lowland, the northern West Bank and related settlements, Palestinian
acceptance of Israel’s annexation of east Jerusalem, and the extension of
Israeli security sovereignty over the entire West Bank. Netanyahu insisted that
after the Palestinians accepted these conditions, negotiations would begin
between the two parties to establish a Palestinian state.
Traumatized Israeli Public
A poll release last February and
conducted by the Institute for National Security Studies in Tel Aviv found that
63 percent of Jewish Israelis opposed the establishment of a Palestinian state.
Many are reluctant to discuss creation of a Palestinian state or even consider
peace, even in the context of a comprehensive normalization agreement with all
Arab countries. Hamas’ attack last year wounded the Israeli psyche,
disillusioning Israelis about the possibility of peaceful coexistence with
Palestinians.
The country is also experiencing a
period of political upheaval and social division. Although most Israelis see
Netanyahu as the politician best suited to lead the country, they also view him
as a failed and corrupt leader. Only 28 percent of respondents in the INSS poll
said they approved of Netanyahu, indicating Israel is suffering from a crisis
of confidence in its political leaders. Many respondents also said they could
agree to make peace without necessarily establishing a Palestinian state if a
trusted and charismatic leader emerged.
Last July, the Knesset approved by a
large majority a draft resolution rejecting the establishment of a Palestinian
state west of the Jordan River. The move came after five countries – Norway,
Ireland, Spain, Slovenia and Armenia – recognized the Palestinian state. The
Knesset vote was a clear message that Israel would not agree to establishing a
Palestinian state or any negotiations that could lead in that direction. It
reflected the general sentiment in Israeli society against a two-state
solution.
Palestinian Youth
As for young Palestinians, many say
they do not trust the Palestinian Authority in Ramallah and reject the
establishment of a Palestinian state, believing it will fail due to rampant
corruption and discontiguity and could, in the best case, lead to establishment
of Native American-style reservations. Palestinian youth describe the Ramallah
government as authoritarian and self-serving. More than 30 years after the
declaration of principles on the White House lawn and the start of peace
negotiations, young people have lost hope for the future.
Israelis and Palestinians are both
traumatized peoples. The fragmented political landscape for both groups has
produced unpopular leaders and limited public support for genuine peace,
turning the page, and moving on to new horizons.
***Analyst Commentary:
China will likely make its move on
Taiwan in 2026.
How the rest of the world will react
and the domino effects and fallout from this highly likely event are as clear
as mud in my tea leaves.
Domestic Terrorism and Civil Unrest
are on the rise and developing into the next phase of a Colour Revolution in
the U.S. with IED church bombings and assassinations.
Islamic Jihad has been waged everyday
somewhere in the world for 1,400 years.
What are you waiting for?
Nobody Is Coming To Save You.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
7:36am
GRAY ZONE BRIEF 2 OCTOBER 2025
GAZA PEACE DEAL
Push for peace. The United States will
give Hamas three to four days to respond to its plan to end the fighting in
Gaza, President Donald Trump told reporters If Hamas rejects the deal, he said,
Israel will “do what it must.” As for Hamas, according to a senior
representative who spoke with the BBC but the group will most likely reject the
plan. The source said Hamas is unlikely to agree to disarm and surrender its
weapons, key components of the proposal.
QATAR AS MEDIATOR
Others weigh in. Meanwhile, the prime
minister of Qatar, which is acting as a mediator between the two sides, said
the proposal is in its early stages and details still need to be worked out –
including Israel’s withdrawal from the strip, the conditions for which require
“clarification and discussion.” He also said the plan’s aim to create a postwar
government in Gaza will be discussed with Washington but not with Israel. Other
countries are also sharing their thoughts on the plan: The foreign ministers of
France and Turkey reportedly discussed a potential ceasefire in Gaza during a
call on Tuesday.
ISRAEL & HAMAS
Surrounded. Israeli Defense Minister
Israel Katz warned on Wednesday that the military was close to fully encircling
Gaza City and that residents fleeing the area would be forced to pass through
Israeli checkpoints. Those who choose to stay will be treated as “terrorists
and supporters of terror.”
FRANCE
French President Emmanuel Macron told
the European Union to apply tariffs on several industries to protect the
European businesses. Ahead of an EU leaders’ meeting in Copenhagen, he said
Europe lags behind China and the U.S. in protecting domestic industries and
called for measures beyond the tariffs already imposed on Chinese electric
vehicles. Relatedly, to protect Europe’s steel sector from subsidized Chinese
supplies, the European Union reportedly plans to cut steel import quotas by
nearly 50 percent and impose a 50 percent tariff on imports that exceed those
limits. It’s also weighing protections for the aluminum sector and possible
export duties on scrap metal.
UZBEKISTAN & PAKISTAN
Uzbek partners. The parliamentary
speakers from Uzbekistan and Pakistan held talks in Islamabad focused on
bilateral relations and strengthening their countries' strategic partnership.
The Pakistani official reaffirmed his country’s support for the construction of
the Trans-Afghan Railway and Uzbek manufacturers’ use of Pakistani ports.
Meanwhile, Uzbekistan and the United States have agreed to implement energy
projects worth a total of $3 billion-$4 billion, the Uzbek energy minister
said. They include an agreement with U.S. firm Air Products to expedite
development of natural gas, coal and fuel projects.
RUSSIAN GAS SHORTAGES
Russian gasoline. Russian Deputy Prime
Minister Alexander Novak has proposed new measures to increase Russia’s
gasoline supplies amid continued shortages in some regions of the country. He
suggested temporarily permitting the use of monomethylaniline, an
octane-boosting additive banned since 2016, to boost production. Novak also
proposed instructing the Ministry of Finance to create incentives for the use
of ethyl alcohol in gasoline production by abolishing the excise tax on ethyl
alcohol. He also suggested eliminating import duties on gasoline from China,
South Korea and Singapore.
U.S. GOVERNMENT SHUTDOWN
Deadlocked. The U.S. federal
government has officially shut down after Congress failed to pass a budget for
the next fiscal year. It’s the first shutdown since 2019, though partial
suspensions of government operations have happened in recent years. Hundreds of
thousands of government workers are being furloughed, while critical services
(health care providers, border guards, military personnel, transportation
workers and others) continue to work without guarantees of timely payment.
TALIBAN CUTS INTERNET & MOBILE
SERVICE
Service disruption. The Taliban have
cut internet and mobile phone data services across Afghanistan, diplomatic and
industry sources said on Tuesday. Residents and monitoring services have
reported disruptions to internet connections, flights and financial services.
On Wednesday, however, Taliban officials denied imposing restrictions, saying
the disruption was a result of old fiber-optic cables in need of repair.
U.S. RETAKING OF BAGRAM AIR BASE
HIGHLY LIKELY
Afghan uncertainty. Employees of
budgetary institutions in Kabul, Afghanistan, have been told not to return to
work as of Oct. 4, the head of Russia’s Center for the Study of Contemporary
Afghanistan, Andrey Serenko, reported According to his sources, workers believe
the order is due to expectations that the U.S. could soon storm the Bagram air
base, which could lead to the fall of the capital.
U.S. & AFRICA
Jobs on the line. The U.S. African
Growth and Opportunity Act expired on Tuesday. The 25-year-old agreement gave
African countries preferential access to U.S. markets. Despite Trump
administration officials indicating that the president supported a one-year
renewal, no efforts have been made to extend the legislation. Hundreds of
thousands of jobs across Africa are now reportedly at risk due to its
expiration.
THE U.S. & AZERBAIJAN
Strengthening ties. Azerbaijani
Foreign Minister Jeyhun Bayramov held talks with a senior adviser in the U.S.
State Department’s Bureau of European and Eurasian Affairs and the U.S. charge
d’affaires in Baku. They discussed bilateral relations and the establishment of
a joint working group on creating a strategic partnership. They also discussed
the normalization of relations between Azerbaijan and Armenia, including the
peace deal reached in Washington in August.
VIET NAM & THE EU
EU outreach. The European Union and
Vietnam have agreed to set up a special task force to address barriers to
trade. They pledged to maintain dialogue on the matter and encourage EU
investment in areas such as semiconductors, artificial intelligence, digital
transformation and renewable energy.
MOLDOVA & THE EU
EU expansion. Moldova could join the
European Union within three years, Romanian President Nicusor Dan said
following the country’s election of a pro-EU party. On the issue of
Transnistria, he suggested the region could be given autonomous status within Moldova,
similar to Gagauzia, and then join the accession process.
RUSSIA & INDIA
Drills. India and Russia began on
Wednesday joint ground forces exercises in the western Indian state of
Rajasthan. Approximately 250 Russian military personnel will participate in the
drills, which are held every two years.
GZB INFOCUS: The World’s Biggest
Countries by Total Area
Key Takeaways:
• Russia is the world’s biggest
country by a huge margin, stretching across Europe and Asia and nearly matching
the entire continent of South America
• Canada is the largest country in the
Western Hemisphere, covering nearly 10 million km², making it second only to
Russia globally
• Australia stands out as the biggest
country in Oceania with over 7.6 million km²
The world’s countries vary massively
in size, from continental giants to tiny island nations.
In this visualization, we rank every
country by its total area, which is calculated as land area plus water bodies
(e.g. lakes, reservoirs, and rivers).
The World’s Giants
The world’s biggest countries include
Russia, Canada, China, and the U.S., which collectively account for nearly 30%
of the world’s total landmass.
Russia is by far the largest, spanning
11 time zones and stretching across Europe and Asia. Over 65% of the country’s
land, however, is classified as permafrost zones.
Canada shares similar characteristics,
with vast northern territories covered by tundra, boreal forest, and Arctic
climate. According to Statistics Canada, 66% of Canadians live within 62 miles
(100 kilometers) of the U.S. border.
The World’s Smallest Countries
At the other end of the spectrum are
tiny nations like Monaco and Gibraltar, which have total areas in the single
digits.
At just 0.8 mi² (2.1 km²), Monaco is
the second-smallest sovereign state in the world (after Vatican City). Despite
its tiny size, nearly 39,000 people live within its borders, making it one of
the most densely populated areas.
Gibraltar, technically a British
Overseas Territory, covers slightly more ground at 2.6 mi² (6.8 km²). Located
at the southern tip of Spain, it acts as a maritime chokepoint connecting the
Atlantic and Mediterranean oceans.
Pray.
Train.
Stay informed.
Build resilient communities.
—END REPORT
GLOBAL
BRIEF
RUSSIA,
TURKEY & THE U.S.
Oil
and gas trade. In response to a question about U.S. President Donald Trump’s
demand that Turkey stop purchasing oil and gas from Russia, Russian Foreign
Minister Sergey Lavrov said at a press conference over the weekend that Moscow
would respect Ankara’s decision. Turkey is a major buyer of Russian energy; in
2024, Russian imports accounted for 66 percent of Turkey’s crude oil and
petroleum product consumption, and 41 percent of its natural gas consumption.
Meanwhile, on Saturday, Iraq resumed oil exports from the Kurdistan region to
Turkey after a two-year hiatus over a legal dispute.
U.S.
CRUISE MISSILES TO UKRAINE
U.S.-Ukraine
cooperation. Russian authorities are closely studying statements from U.S.
officials regarding the possible transfer of Tomahawk cruise missiles to
Ukraine, Kremlin spokesperson Dmitry Peskov said on Monday. He made the
statement following U.S. Vice President JD Vance’s comment that Washington was
considering sending Kyiv the weapons. Peskov also said that the transfer
wouldn’t change Ukraine’s situation on the front lines but that it was a “very
serious” suggestion. On Sunday, U.S. special envoy Keith Kellogg also confirmed
that Washington has not tried to prevent Ukraine from striking deep into
Russian territory.
NORTH
KOREA & CHINA
In
agreement. North Korean Foreign Minister Choe Son-hui and her Chinese
counterpart, Wang Yi, held their first one-on-one meeting in China on Sunday.
They reached “complete consensus” on international and regional issues,
according to North Korean media. They also agreed to strengthen strategic
communication, deepen exchanges and cooperation, and jointly oppose hegemonism.
It was Choe’s second visit to the country in less than a month, after attending
China’s Victory Day Parade on Sept. 3.
EU
SANCTIONS UPTICK ON IRAN
More
sanctions. The European Council has reinstated sanctions against Iran that had
been suspended under the 2015 nuclear deal. Its decision followed the U.N.
Security Council’s vote earlier this month to resume sanctions after the U.K.,
Germany and France triggered the “snapback” mechanism in the decadelong
agreement, accusing Tehran of noncompliance. The sanctions include travel bans
for individuals, asset freezes and restrictions on the trade, financial and
transport sectors. They will also affect the sale or supply of key equipment
used in the energy sector.
KREMLIN
& HANOI COMRADES
Russia-Vietnam
ties. A Russian delegation, led by parliamentary speaker Vyacheslav Volodin,
held talks in Hanoi with Vietnamese President Luong Cuong, Prime Minister Pham
Minh Tinh and Speaker of the National Assembly Tran Thanh Manh. The Vietnamese
officials described the visit as giving “new impetus to expanding cooperation
between Vietnam and Russia in all areas.” The two countries plan to sign an
agreement by the end of the year on Russia’s construction of a nuclear power
plant in Vietnam. Russia’s Ministry of Energy said it expected state-owned oil
and gas company Zarubezhneft to begin work on new projects in Vietnam in
January.
GZB
ECONOMIC INTSUM: EU
Eurostat
has revised upward its estimate of eurozone economic growth for the second
quarter of 2025. Growth remained modest, driven by rising consumer spending in
both the eurozone and the EU as a whole, as well as higher government spending.
Among EU member states, the highest gross domestic product growth rates were
recorded in Denmark, Romania, Croatia and Poland, supported by a variety of
instruments, from industrial growth to investments from EU funds.
However,
despite the improved sentiment, the stabilization and slight growth may not
last. The main risk to the European economy remains the threat of a slowdown in
internal economic activity, and much will depend on demand and the extent to
which EU funds are used. Germany’s slowdown amid weak external demand is a
major factor in slower overall growth.
Another
challenge will be the impact of U.S. tariffs, particularly on pharmaceuticals
and trucks, which will affect major manufacturers. For example, Denmark led the
EU in growth in the second quarter, but its central bank recently lowered its
GDP forecasts for 2025-27, citing the negative effect of U.S. tariffs.
GZB
INFOCUS: Global Currencies Mapped.
The
U.S. dollar is enduring its weakest year in more than two decades, down over
10% so far in 2025. Most major currencies have gained against it, underscoring
how shifts in trade, policy, and investor sentiment are reshaping global FX
markets.
How we
measured it:
We
tracked year-to-date (YTD) performance against the U.S. dollar, from Jan 1 to
Sept 19, 2025. Each currency’s daily value is measured relative to its Jan 1
exchange rate. Positive values indicate appreciation, negative values
depreciation.
What
the numbers show:
•
Strong gainers: Brazilian real (+15.4%), Swiss franc (+12.4%), euro (+11.9%),
and Mexican peso (+11.6%) posted double-digit rises.
•
Moderate gainers: Rand (+8.1%), pound (+7.1%), yen (+6.2%), and others added
solid strength.
• h:
The rupee (-2.7%), rupiah (-2.5%), and Turkish lira (-16.9%) weakened against
the dollar.
Why it
matters:
•
Stronger currencies ease import costs, benefiting consumers and lowering
inflation pressures.
•
Weaker currencies can supportexporters by making goods more competitive abroad
but raise import bills — especially sensitive for energy-reliant economies.
Note:
YTD performance is calculated against the U.S. dollar using daily exchange
rates, with Jan 1, 2025 as base and Sept 19, 2025 as the latest value. Source:
Market exchange rates via Google Finance, Jan 1–Sept 19, 2025.
GZB
INFOCUS PART II:
Global
Consumer Inflation
Key
Takeaways:
•
Since 2020, cumulative inflation in Argentina has jumped by 2,164%, vastly
higher than any other country worldwide.
•
Türkiye (464%) and Egypt (116%) also had severe increases, driven from
unconventional monetary policies and currency devaluation.
•
Consumer prices are up more than 20% in developed economies like the U.S. (23%)
and Germany (22%), while Japan (8%) and other Asian economies saw much lower
increases.
How
much have prices increased since 2020, and which countries have felt the
largest impact?
While
inflation rates are generally subsiding, it’s easy to forget previous bouts of
inflation are already baked into prices around the world. For example, in
European countries like Hungary and Poland, prices are at least 40% higher than
before the pandemic, while prices in Brazil are up 30%.
This
graphic shows the cumulative change in global inflation rates since 2020, based
on data from Deutsche Bank.
Global
Inflation Over Five Years (from 2020 when I founded GRAY ZONE BRIEF.)
With
inflation soaring to its highest level since the 1970s in recent years, we show
the total change across 48 countries as of June 2025.
Inflation
was 2,614% in Argentina, with the country facing its seventh sovereign debt
default (https://www.visualcapitalist.com/largest-sovereign-debt-defaults-in-modern-history/)
in 2020, leading to a money printing spree to boost the economy, pushing up
prices.
Meanwhile,
in Europe, countries including Hungary (52%), Russia (44%), Poland (42%), and
Czechia (39%) have experienced steep price increases fueled by higher energy
costs due to the Russia-Ukraine war.
This
impact was less pronounced in the UK, where prices have increased by 24%.
Across
Europe, Switzerland saw the least impact, with cumulative inflation rising just
6% given the strength of the Swiss franc. Going further, inflation turned
negative in May of this year, prompting its central bank to cut interest rates
to 0%.
In
America, prices are up 23% since 2020, with electricity prices up more than
twice the rate of inflation over the past year, and beef up 16% since August
2024. While inflation is gradually treading lower from post-pandemic peaks, key
corners of the market continue to add pressure to living costs for Americans.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END
REPORT
See More
GRAY
ZONE BRIEF 25 SEPTEMBER 2025
DOMESTIC
OUTLOOK
Over
the past few weeks, the United States has grappled with a series of alarming
incidents tied to violent extremism, underscoring the persistent threat to
public safety and national security. From the assassination of conservative
activist Charlie Kirk by a radicalized 22-year-old in Utah to a
neo-Nazi-inspired plot to bomb Nashville’s power grid, these events reveal a
spectrum of ideological motivations fueling domestic extremism.
Simultaneously,
concerns about foreign influence operations have intensified, particularly with
China’s strategic expansion of aid in regions such as Africa and Central
America following the U.S. decision to gut USAID programs. Additionally,
allegations of CAIR’s ties to pro-Hamas groups and its push into U.S. schools
have raised alarms about foreign-linked ideological infiltration, prompting
calls for federal scrutiny.
Together,
these incidents signal a complex landscape where domestic extremism and foreign
influence converge, demanding vigilant monitoring and robust countermeasures.
Two
Men Arrested After Explosive Device Found Under News Vehicle
• On
Sept. 12, 2025, two Utah men—Adeeb Nasir, 58, and Adil Justice Ahmed Nasir,
31—were arrested after an explosive device was discovered under a news media
vehicle parked near an occupied building in Salt Lake City, having been lit but
failed to detonate, posing a significant threat to public safety.
•
Authorities executed a search warrant that evening at the suspects' home in
Magna, Utah, uncovering two additional hoax explosive devices, firearms
(despite both being prohibited from owning them), illegal narcotics, electronic
devices, and explosive components, leading to evacuations of nearby residences.
• The
men face multiple felony charges, including manufacturing or possessing a
weapon of mass destruction, attempted aggravated arson, threat of terrorism,
and possession of incendiary devices. Court documents indicate they admitted
the devices were real, and police requested no bail due to ongoing risks.
MIDDLE
EAST SITREP
IRAN
•
Iranian Ballistic Missile Program: Iran has begun reconstructing several
ballistic missile facilities as part of a broader effort to rebuild its
degraded ballistic missile program after the Israel-Iran War.
•
Russo-Iranian Defense Cooperation: An Iranian parliamentarian claimed on
September 23 that Russia delivered MiG-29 fighter jets to Iran. CTP-ISW cannot
verify this claim, but if the claim is true, Iran’s acquisition of MiG-29
aircraft would almost certainly not help Iran defend against Israeli or US
aircraft in a future conventional conflict.
•
Iraqi Parliamentary Elections: Shia Coordination Framework parties that will
compete against Iraqi Prime Minister Mohammad Shia al Sudani in the November
2025 parliamentary elections are continuing to try to detract voter support for
Sudani’s coalition
.
ISRAEL
& SYRIA
Israel
and Syria. The Israeli Prime Minister’s Office confirmed on Wednesday that
security negotiations with Syria are underway. Also on Wednesday, in a speech
delivered at the U.N. General Assembly, Syrian President Ahmed al-Sharaa
accused Israel of continuously threatening his country since his administration
took over in December. He also said, however, that Syria does not want war and
will use diplomacy to resolve disputes.
GAZA
Gaza
blockade. Italy and Spain will send naval vessels to help safeguard their
citizens participating in a Gaza-bound flotilla. The activists aboard the
Global Sumud Flotilla, who are trying to break through Israel’s blockade of
Gaza, said their ships were hit by "unidentified objects" – which
they suspect were dropped by drones flying overhead – while sailing off the
coast of Greece. Italian Foreign Minister Antonio Tajani asked Israel to
guarantee the safety of the 58 Italians on board, including lawmakers. Israel
has said it will block the flotilla from reaching Gaza.
THE
ARMY OF THE MAHDI
Rebel
factions. The Houthi rebels no longer view members of al-Qaida and the Islamic
State as ideological adversaries, the Al Arabiya news site said, citing a
report by the PTOC Yemen Center. The Yemeni group has been absorbing members of
these two organizations to expand its ranks, according to the report. It is
also vetting detainees in prisons to identify those suitable for reemployment.
They are offered salaries of up to $260 per month, as well as weapons and
protection, in exchange for joining Houthi combat operations.
GLOBAL
SITREP
U.S.
& RUSSIA
The
U.S. and Russia. Russian Foreign Minister Sergey Lavrov met with U.S. Secretary
of State Marco Rubio on the sidelines of the U.N. General Assembly session on
Wednesday. They discussed Ukraine and the outcomes of the Alaska summit between
the U.S. and Russian presidents in August, according to the Russian Foreign
Ministry Lavrov stressed Moscow’s rejection of proposals from Kyiv and certain
European governments that he said were aimed at prolonging the war. They also
discussed prospects for normalizing bilateral relations.
POLAND
& SWEDEN
Joint
defense. Poland and Sweden carried out their first-ever joint exercises on the
Swedish island of Gotland in the Baltic Sea. The drills come after Russia’s
alleged violation of Estonia’s and Poland’s airspaces in separate incidents
earlier this month.
INDIA
PROTESTS
Unrest.
Protests erupted on Wednesday in India’s remote region of Ladakh. Police
clashed with demonstrators demanding federal statehood and more autonomy for
the region. At least four protesters were killed and dozens were injured. It
was the worst violence in decades in Ladakh, which was split from
Indian-controlled Kashmir in 2019. New Delhi will hold talks on the region’s
status with officials from Ladakh on Oct. 6.
EUROPE
& RUSSIA
Russian
accusations. European countries are preparing to secretly deploy aircraft and
air defense assets on the Russian border, the head of the Russian State Duma’s
defense committee said in response to accusations that Russian fighter jets
have violated NATO airspace in recent weeks. He said Moscow has already
observed “the movement of a number of aircraft from France and the U.K.”
TAIWAN
Defense
focus. Taiwanese President Lai Ching-te touted Taiwan’s growing self-defense
capabilities in a meeting with members of U.S. think tank the Institute for
Indo-Pacific Security. He emphasized that Taiwan’s defense budget will reach
3.32 percent of gross domestic product next year and up to 5 percent by 2030.
GZB
INFOCUS: Europe’s Biggest Armies in 2025
Key
Takeaways:
•
While Russia has 1.3M active troops, NATO’s European members and Ukraine
together have nearly 2.8M.
•
Russia and Ukraine dominate Europe’s military strength, with the largest active
forces.
Europe’s
military landscape is rapidly evolving, shaped by both historical rivalries and
modern-day conflicts. As tensions persist—particularly due to Russia’s invasion
of Ukraine—military spending and troop numbers have surged across the
continent.
This
visualization breaks down the estimated size of military forces across Europe
in 2025. It covers both active personnel and total military strength, which
includes reserves and paramilitary units. The data for this visualization comes
from GlobalFirepower
Countries
are also categorized by NATO membership.
Russia
and Ukraine Tower Over the Rest
Russia
leads with 1.3 million active personnel and over 3.5 million total military
personnel, the largest force in Europe. Ukraine, bolstered by wartime
mobilization, has about 900,000 active troops and 2.2 million total personnel.
Combined,
these two non-NATO countries account for more military manpower than all of
Western Europe combined.
NATO’s
Largest Armies: Turkey, Poland, and the UK
Among
NATO countries, Turkey leads with 355,200 active troops, followed by Poland
(202,100) and the UK (184,860). These nations have steadily expanded their
forces in recent years, reacting to regional instability and NATO commitments.
France,
Italy and Germany also maintain sizable active forces.
Small
Countries, Big Reserves
Several
smaller countries maintain large total military forces relative to their active
troop numbers. Finland, for example, has 24,000 active personnel but nearly
948,000 total military personnel due to its substantial reserve system.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END
REPORT
See More
GRAY
ZONE BRIEF 24 SEPTEMBER 2025
U.S.
PLAN FOR GAZA
Forward-looking.
U.S. President Donald Trump plans to present his vision for peace in Gaza and
postwar governance to Arab and Muslim leaders on Tuesday, Axios reported
According to the story, it will be the most concrete plan offered by Trump so
far and will include conditions for an Israeli withdrawal from Gaza and
deployments from Arab and Muslim countries to the strip. Leaders and top
officials from Saudi Arabia, the United Arab Emirates, Qatar, Egypt, Jordan,
Turkey, Indonesia and Pakistan will attend the meeting. The Indonesian
president said on Monday his country would deploy troops for a peacekeeping
mission in Gaza.
POLAND
& BELARUS
Stuck.
More than 1,500 Polish trucks and drivers have been stranded in Belarus since
Sept. 12, when Warsaw closed the Belarusian border over concerns about the
country’s military exercises with Russia. Transport companies have reportedly
incurred huge losses, and an industry association is calling on the government
in Warsaw to help. The Interior Ministry said the border will remain shut
indefinitely, even after the Zapad drills are concluded, in the interest of
national security. The closure could have consequences for a new cargo service
carrying goods from Europe to China via Belarus. The first shipment along the
route recently arrived in China two weeks after departing from Warsaw, and more
deliveries are expected in the coming weeks.
RUSSIA
BACKING IRAN
Russian
backing. Russia’s deputy foreign minister met on Monday with the ambassadors of
Britain, Germany and France in Moscow to discuss the restoration of U.N.
sanctions against Iran. Last week, the three European countries triggered a
mechanism in the 2015 Iran nuclear deal leading to the reimposition of
sanctions that were lifted a decade ago. Moscow has argued that the countries
“do not have legal grounds and procedural opportunities for such actions.”
RUSSIAN
WORKFORCE GAPS
Foreign
workers. Russia is looking to Southeast Asian countries like Vietnam, Nepal and
Bangladesh to fill its labor gap, the president of Russia’s Chamber of Commerce
and Industry, Sergey Katyrin, said. According to Katyrin, these nations have
large numbers of migrant workers who could sign long-term contracts in Russia.
This year, the number of migrant laborers from India in Russia has
increased by nearly 25 percent compared to 2024. Relatedly, the
number of companies in Russia with Indian founders has more than tripled over
the past four years to 1,030 as of this month.
U.S.,
JAPAN & SOUTH KOREA
NYC
meeting. U.S. Secretary of State Marco Rubio, Japanese Foreign Minister Takeshi
Iwaya and South Korean Foreign Minister Cho Hyun held trilateral talks in New
York on Monday ahead of the U.N. General Assembly meeting. In a joint
statement, they expressed joint concern over North Korea’s deepening military
ties with Russia and agreed to jointly address Pyongyang’s nuclear and missile
programs.
U.S.
& KAZAKHSTAN
U.S.-Kazakh
deal. Kazakhstan signed a $4 billion deal with U.S. manufacturer Wabtec to
purchase 300 locomotives, U.S. Commerce Secretary Howard Lutnick announced.
According
to Lutnick, the agreement followed a call between Trump and Kazakh President
Kassym-Jomart Tokayev. In July, Washington announced 25 percent tariffs on
imports from Kazakhstan.
RUSSIA
& INDIA
Russian
jets. Moscow has reportedly submitted a proposal to New Delhi to supply
fifth-generation Su-57 fighter jets and produce them in India. New Delhi is
evaluating the offer. In February, India’s deputy defense minister acknowledged
his country’s interest in purchasing the aircraft.
U.S.
& CHINA
Trip
to Beijing. Chinese Premier Li Qiang held talks in Beijing with a delegation of
U.S. lawmakers. It was the first official visit by U.S. Congress
representatives to China in six years. Li expressed hope that Congress would
promote expansion of bilateral cooperation and play a constructive role in
strengthening relations.
EGYPT
& TURKEY
Egypt
and Turkey. Egyptian naval forces have arrived in Turkey to participate in
joint naval exercises. The goal of the drills is to strengthen military
cooperation between the two countries and exchange expertise.
GZB
INFOCUS: UKRAINE UNITED NATIONS
President
Donald Trump said Tuesday that he believed Ukraine could win back all territory
lost to Russia, a dramatic shift from the U.S. leader’s repeated calls for Kyiv
to make concessions to end the war.
Trump
posted on social media soon after meeting with Ukrainian President Volodymyr
Zelenskyy on the sidelines of the United Nations General gathering of world
leaders.
“I
think Ukraine, with the support of the European Union, is in a position to
fight and WIN all of Ukraine back in its original form,” Trump wrote. “With
time, patience, and the financial support of Europe and, in particular, NATO,
the original Borders from where this War started, is very much an option.”
The
strengthened support from Trump, if it sticks, is a huge win for Zelenskyy, who
has urged the American president to keep up his pressure on Russian President
Vladimir Putin to end his war. It was a departure from Trump’s previous
suggestions that Ukraine would never be able to reclaim all the territory that
Russia has occupied since seizing the Crimean Peninsula in 2014.
That
had disheartened Zelenskyy, Europeans and Ukrainians and called into question
the U.S. commitment to U.N. principles of sovereignty and territorial
integrity. But now, Trump’s view of the battlefield coincides more with
Ukraine’s, Zelenskyy said.
“Trump
is a game changer by himself,” Zelenskyy told reporters after their meeting.
Trump
needles Russia about war in Ukraine
Trump,
going back to his 2024 campaign, insisted he would quickly end the war but his
peace efforts appear to have stalled following a diplomatic blitz last month,
when he held a summit with Putin and European allies.
Trump
has acknowledged, including in his U.N. speech to world leaders, that he
thought a resolution to this conflict would be “the easiest” because he has had
a good relationship with Putin. Trump said he is open to imposing more
sanctions on Russia and urged Europe to join in.
“Russia
has been fighting aimlessly for three and a half years a War that should have
taken a Real Military Power less than a week to win,” Trump wrote on social
media. “This is not distinguishing Russia. In fact, it is very much making them
look like ‘a paper tiger.’”
In his
speech to the General Assembly, Trump said the war in Ukraine was making Russia
“look bad” because it was “supposed to be a quick little skirmish.”
“It
shows you what leadership is, what bad leadership can do to a country,” he
said. “The only question now is how many lives will be needlessly lost on both
sides.”
Before
meeting with Zelenskyy, Trump said the “biggest progress” toward ending the
conflict “is that the Russian economy is terrible right now.” Zelenskyy said he
agreed with Trump’s call for European nations to further halt imports of
Russian oil and natural gas.
“We
have great respect for the fight that Ukraine is putting up,” Trump told
Zelenskyy, who replied that he had “good news” from the battlefield.
How
Trump’s stance has shifted on Ukraine
Before
his Alaska meeting with Putin last month, Trump repeated that any resolution to
the war would require “some land swapping.”
In
talks with Zelenskyy and Europeans just afterward, Trump said Putin reiterated
that he wants the Donetsk and Luhansk regions that make up the Donbas,
according to European officials. Days later, Zelenskyy and prominent European
leaders came to the White House.
Following
those meetings, Trump announced he was arranging for direct talks between Putin
and Zelenskyy. But Putin hasn’t shown any interest in meeting with Zelenskyy
and Moscow has only intensified its bombardment of Ukraine.
European
leaders as well as American lawmakers, including some Republican allies of
Trump, have urged the president to dial up stronger sanctions on Russia.
“In
the event that Russia is not ready to make a deal to end the war, then the
United States is fully prepared to impose a very strong round of powerful
tariffs, which would stop the bloodshed, I believe, very quickly,” Trump told
the General Assembly.
However,
he repeated his calls for Europe to “step it up” and stop buying Russian oil,
the engine feeding Putin’s war machine.
Push
for sanctions and cutting off Russian oil
European
Commission President Ursula von der Leyen said before meeting with Trump that
Europe would be imposing more sanctions and tariffs on Russia and that the bloc
would be further reducing its imports of Russian energy.
Zelenskyy,
speaking at a special U.N. Security Council session on Ukraine, also appealed
for stronger U.S. pressure on Russia.
“Moscow
fears America and always pays attention to it,” said Zelenskyy, who has had
strained ties with him in previous sitdowns and has previously faced White
House accusations that he was partly to blame for Russia’s invasion in 2022.
Russia
denigrated the Security Council meeting as just the New York stop in the world
tour of a “former actor,” a reference to Zelenskyy.
“There
is no added value for the establishment of peace in Ukraine generated from
today’s meeting,” said Dmitry Polyanskiy, Russia’s deputy ambassador to the
U.N. “This will merely become yet another shameful episode in the market of
hypocrisy.”
European
leaders have supported Zelenskyy’s diplomatic efforts, with some alarmed by the
possibility that the war could spread beyond Ukraine as they are facing what
they have called Russian provocations.
“I
welcome the fact that the president of the United States believes in Ukraine’s
ability not only to hold the course” but to prevail, French President Emmanuel
Macron said.
NATO
allies will hold formal consultations at Estonia’s request on Tuesday, after
the Baltic country said three Russian fighter jets entered its airspace last
week without authorization.
Trump
said he would back NATO countries that choose to shoot down intruding Russian
planes, but said direct U.S. involvement would depend on the circumstances.
New
strikes in Ukraine as toll of war grows.
The
full-scale war, which began on Feb. 24, 2022, is taking a heavy toll on
Ukrainian civilians. Russia said it shot down three dozen Ukrainian drones
heading toward Moscow, while Ukraine said Russian missiles, drones and bombs
killed at least two civilians.
The
U.N. Office of the High Commissioner for Human Rights also said this month that
Ukrainian civilian casualties increased by 40% in the first eight months of
this year compared with 2024, as Russia escalated its long-range missile and
localized drone strikes.
A U.N.
Human Rights Office report released Tuesday described the dire situation of
thousands of civilians detained by Russia in areas of Ukraine it has captured.
“Russian
authorities have subjected Ukrainian civilian detainees in occupied territory
to torture and ill-treatment, including sexual violence, in a widespread and
systematic manner,” the report said.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END
REPORT
GRAY
ZONE BRIEF 22 SEPTEMBER 2025
INTERNATIONAL
PRESSURE ON ISRAEL
Changing
course. Britain, Canada, Australia and Portugal announced over the weekend that
they are formally recognizing a Palestinian state. In a public address, British
Prime Minister Keir Starmer said a two-state solution was the “best hope for
peace and security for all sides.” Israeli Prime Minister Benjamin Netanyahu
responded by saying “A Palestinian state will not be established,” adding that
recognition was essentially a “huge reward to terrorism.” A U.S. State
Department spokesperson called the move “performative.” At least six more
countries are expected to recognize a Palestinian state later this week, in
conjunction with the U.N. General Assembly meeting that begins on Tuesday in
New York.
ISRAEL
PROTESTS
Public
outrage. Protesters held rallies across Israel over the weekend, demanding an
end to the fighting in Gaza and a deal that would ensure the release of the
remaining Hamas-held hostages. In the central city of Kfar Saba, demonstrators
blocked roads and stormed a venue where Netanyahu’s Likud party was holding an
event to mark the Jewish New Year. Relatedly, Axios reported that Netanyahu
asked the United States to lobby Egypt to reduce its recent military buildup
along its border with Gaza.
RUSSIA
IN THE SAHEL
Russia
and Africa. The Russian-appointed head of Crimea, Sergey Aksyonov, met with the
ambassadors to Moscow from Mali, Burkina Faso and Niger to discuss prospects
for trade, economic cooperation and investment. The meeting, attended also by
regional government officials and members of the Russian State Duma and Foreign
Ministry, emphasized Russia’s strategic partnership with Africa. The three
African countries are members of a security partnership known as the Alliance
of Sahel States and have been drawing closer to Moscow in recent years.
TURKEY
& U.S. AIR DEFENSE
Turkish
investment. Turkey could announce a purchase of as many as 250 civilian
aircraft and F-16 fighter jets during President Recep Tayyip Erdogan’s visit to
the United States this week. Boeing and Lockheed Martin are expected to sign
the deals. U.S. President Donald Trump said last week that he would host
Erdogan in Washington on Sept. 25 to discuss Turkey’s “large-scale purchase” of
U.S.-made aircraft and continue talks on the F-35 program. Meanwhile, Ankara
announced that it will lift import duties on certain U.S. goods imposed in
2018. It will also impose new tariffs on car imports from countries that are
nonmembers of the European Union or do not have trade agreements with Turkey.
IRAN
& THE IAEA
Breaking
ties. Iran’s Supreme National Security Council said it will suspend cooperation
with the International Atomic Energy Agency. The announcement came after the
U.N. Security Council on Friday voted to activate U.N. sanctions that were
suspended under the 2015 nuclear deal, after three European countries accused
Tehran of being noncompliant with the terms of the agreement. Also over the
weekend, Iran said it conducted its first successful test of an
intercontinental ballistic missile.
NORTH
KOREA
Statement
from Pyongyang. Speaking at a meeting of the North Korean parliament, leader
Kim Jong Un said his country has acquired secret new weapons and achieved
significant results in defense research. Kim also expressed his willingness to
negotiate with the United States on one condition: that Washington abandon its
demand for Pyongyang’s denuclearization.
PHILIPPINES
Philippine
protests. Thousands of people protested in Manila on Sunday against alleged
mass corruption in flood control projects. Lawmakers and public officials are
accused of siphoning off money meant to help prevent damage from mass floods.
The Department of Finance estimated that the economy has lost about $2 billion
since 2023 due to poor management of these initiatives.
SAUDIS
& SOUTH KOREA
Meeting
in Riyadh. South Korea’s defense minister, Ahn Gyu-back, held talks with Saudi
Arabia’s minister of national guard in Riyadh on Sunday. They agreed to boost
defense cooperation between their countries, including through personnel
exchanges and joint military training.
U.S.
& YEMEN
Talks
with Yemen. U.S. Central Command Commander Adm. Brad Cooper met last week with
the chief of staff of the Yemeni military, Lt. Gen. Sagheir Hamoud Bin Aziz.
They discussed efforts to strengthen security cooperation, according to
CENTCOM.
GZB
INFOCUS: AMERICA’S WEALTH DISTRIBUTION
What
We're Showing:
This
chart illustrates the distribution of U.S. household wealth in 2025 across four
generations, using data from the UBS Global Wealth Report 2025. Values exclude
mortgage debt.
Key
Takeaways:
• Baby Boomers hold the largest share with $83.3 trillion in assets, over half of all U.S. household wealth.
• Gen X accounts for $42.6 trillion, nearly double the combined $37.2 trillion held by the Silent Generation and Millennials/Gen Z.
•
Millennials and Gen Z together hold just $17.1 trillion, making up 10.5% of
total wealth despite being the largest cohort.
Pray.
Train.
Stay informed.
Build resilient communities.
—END
REPORT
GRAY ZONE BRIEF 12 SEPTEMBER 2025
AAR: ANALYZING RUSSIAN DRONE INCURSION
INYO POLAND
On Sept. 9, Russian drones crossed
into Polish airspace during a wider strike on Ukraine, forcing Warsaw to close
airports, scramble defenses and shoot down multiple intruding aircraft. NATO
assisted in the defense. Polish authorities reportedly clocked nearly 20
drones, some of which allegedly entered from Belarus. Though debris from the
intercepted drones caused some property damage, no major casualties were
reported.
This is not the first time Russian
drones have brushed up against the territory of a NATO member state. On several
occasions, drones were used against Ukrainian cities near the mouth of the
Danube River and thus close to the Romanian border. (In response, the
government in Bucharest enacted a law in early 2025 that permits its military
to shoot down drones in Romanian airspace.) But this is the first time a NATO
member has engaged Russian drones directly within its own borders.
Poland later invoked Article 4 of the
NATO treaty, which calls for urgent consultations with the North Atlantic
Council if a member believes its territorial integrity, political independence
or security is threatened. It doesn’t trigger collective defense (that’s
Article 5), but it essentially serves as an alarm bell for potential action by
mobilizing coordinated political and military responses, up to and including
deployments and posture changes. Poland’s invocation of Article 4 matters
because it shows how thin the difference is between marginal spillover and
alliance-wide escalation, and it demands debate not just about defending
Ukraine but also about protecting the integrity of NATO itself.
The first matter of debate is whether
it was an intentional attack. Moscow insists that it did not target Poland
deliberately, but the breadth and depth of the incursions suggest Russia could
have avoided the border if it wanted to. Indeed, the number of drones tracked
and the fact that debris was scattered across several disparate locations make
it unlikely they all simply drifted off course due to electronic interference
or navigational drift. Moreover, many of the drones are thought to have been
decoys – cheaper airframes without explosive payloads that are designed to draw
the attention of air defenses and exploit gaps in Ukraine’s coverage. Polish
reports even circulated images of Chinese-made “Gerbera” drones among the
wreckage. Still, the fact that these are unmanned vehicles gives plausible
deniability.
The second objective is to ascertain
Russia's intentions. Was this a test of NATO's responses and political will?
After all, this is something we’ve expected for some time now and an assessment
toward that end is already underway.
Regardless of the determination, it’s
significant that allied aircraft (with Dutch F-35s, Italian AWACS and NATO
tankers) helped Poland secure its skies, while several NATO capitals have
explicitly treated the episode as a Russian incursion. Leaders of France, the
United Kingdom, Germany and Canada condemned it in those terms, and Slovenia,
Denmark and Greece joined France and the United Kingdom in encouraging the U.N.
Security Council to meet over what they believe are Russian violations.
According to media reports the Netherlands and the Czech Republic said they
would send defenses to Poland, while Lithuania would receive a German brigade
and more warning of Russian attacks on Ukraine that could cross over. British
Defense Secretary John Healey also said London would consider options to
reinforce NATO’s air defense over Poland.
The incident comes at a volatile time
for Europe. U.S. President Donald Trump has pressed Continental allies into
shouldering more security responsibility within NATO, best exemplified by a
Hague summit in late June, when officials endorsed a path forward for defense
outlays of up to 5 percent of gross domestic product. Some want a legitimate
European pillar of defense that would expand not just budgets but magazines,
air defenses, industrial capacity and readiness. The EU’s new SAFE program (150
billion euros, or $176 billion, in defense loans) and the EU-U.K. Security and
Defense Partnership are concrete moves in that direction. Meanwhile, according
to the Financial Times, Washington plans to phase out some U.S. security funds
for European countries bordering Russia, including by winding down section 333
training-and-equipment lines and new money beyond already-approved funds that
run until September 2026.
Put simply, this is a partial drawdown
of U.S. security assistance on NATO’s eastern flank and a clear signal that
Europe must fend more for itself. In that sense, the incident in Poland was a
real-world test of Europe’s ability to respond.
However, days after the FT report on
Washington’s plans to phase out security funds, and well after NATO’s Hague
summit set the spending path to 2035, Polish President Karol Nawrocki was
welcomed at the White House, where President Donald Trump affirmed the U.S.
would keep a robust presence in Poland – and even “put more there if they
want.” The optics of that reception made Warsaw look like not just a strategic
ally but a favored nation-state along the eastern flank.
Yet all this unfolded while Ukraine
talks were still in play. This highlights a basic tenet of crisis diplomacy:
Signals matter more than words. It may be that Russia’s probe was less a test
of Europe, whose limits Moscow knows and whose alliance politics are complex,
than a test of the United States, which had just promised Poland more help days
before the drone incursions.
Throughout the Cold War, the real
language of power was often gestures in action rather than communiques: air
corridors kept open by the Berlin airlift; naval “shows of presence” and snap
exercises in the North Atlantic and Mediterranean; strategic bomber patrols
nudging the edges of airspace; missile deployments and alerts calibrated to
send messages; and “quarantines,” embargoes, expulsions of diplomats, and even
tightly choreographed spy swaps on bridges. These were legible signals – public
enough to be noticed, deniable enough to avoid full escalation – that shaped
expectations more than formal talks did. Given that logic, it’s reasonable to
expect performative, if violent, gestures until a concrete deal or at least
firm negotiations on Ukraine fixes the boundaries of risk and responsibility.
NOTE:
ZAPAD 2025 starts today. The last time
Russia and Belarus held major joint military drills in 2022, Moscow sent its
troops into Ukraine just days later. Now the two close allies are conducting
war games again, raising tensions anew in the region.
The war games, dubbed “Zapad 2025,” or
“West 2025,” take place in Belarus starting Friday and will last until Sept.
16. Troops from both countries will simulate repelling an attack, including
airstrikes and sabotage, according to official reports.
Why It Matters:
The aim is to showcase the close links
between Moscow and Minsk, as well as Russian military might amid its
3½-year-old war in neighboring Ukraine.
The war games have drawn concerns in
Kyiv and its Western allies of Latvia, Lithuania and Poland, which border
Belarus. Russian President Vladimir Putin sent troops rolling into Ukraine on
Feb. 24, 2022, many of them crossing from Belarus.
The Ukrainian Foreign Ministry said
this year’s exercise “hinders peaceful efforts” by U.S. President Donald Trump
to end the war and “poses an immediate threat not only to Ukraine, but also to
Poland, the Baltic states and all of Europe.”
CHARLIE KIRK ASSASSINATION
GZB along with Forward Observer/Gray
Zone Activity and Mike Shelby have been putting out information for over a year
regarding a “Colour Revolution” and escalation of violence on the left to
achieve their objectives in silencing conservatives and to attempt to regain
power. That’s what this really is — a power struggle.
Unfortunately, the blowback will
likely escalate from the right.
GZB sees no signs of deescalation at
present — only more violence and escalation.
Bigger picture: Kirk’s shooting has
“punctuated the most sustained period of U.S. political violence since the
1970s,” Reuters reported, noting its reporters have “documented more than 300
cases of politically motivated violent acts across the ideological spectrum
since supporters of Trump attacked the U.S. Capitol on January 6, 2021.” That
includes the June murders of Democratic Minnesota House of Representatives
Speaker Emerita Melissa Hortman and her husband Mark Hortman, as well as the
stalking and shooting of Minnesota Democratic State Senator John Hoffman and
his wife Yvette Hoffman, in addition to the attempted shooting of their
daughter by a man dressed as a police officer in the early morning hours of
June 14.The shooter had in his possession a hit list of 45 Democratic elected
officials.
We must remain calm and vigilant and
resist getting sucked into the churn of self destructive political violence.
People need to ask themselves are they
going to just react by being shocked, disappointed and complain? This
accomplishes nothing.
Being proactive, building community
and emergency response teams — this accomplishes a lot. Vitriol and hate on
either side will always cause a wedge and prevent America from reaching its
full potential as a Constitutional Republic.
Pray.
Train.
Stay
informed.
Build resilient communities.
GRAY
ZONE BRIEF 10 SEPTEMBER 2025
Analyst
Commentary:
Over
the past few weeks, the U.S. has witnessed a troubling surge in violent
extremism and hate-driven incidents, underscoring the persistent threat of
domestic radicalization. From the tragic school shooting in Minneapolis, where
a former student killed two children and injured 18 others, to the arrests of
two Texas high school students for plotting a shooting, these events highlight
the ongoing risk of targeted violence, often fueled by extremist
ideologies.
Concurrently, hate
crimes and foreign influence operations have intensified concerns about
societal division and national security.
Antisemitic
vandalism, including swastikas defacing a Jewish store in Encino and a park,
reflects a rise in hate-fueled acts. These incidents demand vigilance and a
unified response to safeguard communities and national interests.
GZB
and The Gathering Storm Community have not heard any chatter or identified any
specific threat on the Anniversary of 9-11. Too be pragmatic, GZB is
recommending that everyone stay in the yellow zone — remain calm and stay
alert. Be prepared for any scenario.
The
next date of interest is on Oct. 7th, we are still gathering data on that.
DOMESTIC
SITREP: JIHADIST TERRORISM & FOREIGN INFLUENCE OPERATIONS
DETROIT
AUGUST 29TH 2025
Anti-Israel
Conference Calls to Destroy the Idea of America
•
During the "People's Conference for Palestine" in Detroit, panelist
Sachin Peddada, a Ph.D. student and research coordinator at Progressive
International, called the U.S. an "evil country" and urged attendees
to "destroy the idea of America in Americans’ heads" to dismantle
notions of American exceptionalism and imperialism.
•
Speaking on a panel titled "No Weapons for Genocide: The People Demand an
Arms Embargo," Peddada argued that Americans cannot understand the
Palestinian plight because Israel mirrors the U.S., framing both as imperialist
entities driven by greed.
•
Peddada claimed the U.S. is the most responsible nation for events in Gaza, the
West Bank, and the Global South since October 7, 2023, emphasizing a need to
normalize criticism of American supremacy.
• Rep.
Buddy Carter, R-Ga., introduced a censure resolution against Rep. Rashida
Tlaib, accusing Tlaib, in her speech at the conference, of "vilifying her
colleagues, endangering the lives of Jewish people, and celebrating
terrorism."
SAILOR
CONVICTED OF SPYING
S.
Navy Sailor Convicted of Spying for China
•
Jinchao Wei, a 25-year-old U.S. Navy sailor also known as Patrick Wei, was
convicted on August 20, 2025, of espionage and export violations for selling
sensitive Navy information to a Chinese intelligence officer for $12,000 while
stationed at Naval Base San Diego.
• Wei,
a machinist’s mate on the USS Essex, provided photos, videos, and over 30
technical manuals about Navy ships, including their weapons and
vulnerabilities, to his Chinese handler, using encrypted apps to conceal
communications. He was convicted of six counts, including conspiracy to commit
espionage and unlawful export of defense data.
• Wei
admitted to the FBI post-arrest that he knew his actions constituted espionage,
having told a fellow sailor in February 2022 that he was “no idiot” and
recognized the “obviously f***ing espionage.” He researched prior Navy
espionage cases and took steps to hide his activities.
•
Facing a potential life sentence, Wei is scheduled for sentencing on December
1, 2025. Prosecutors described his actions as an “egregious betrayal,”
endangering fellow sailors and national security, with the verdict serving as a
warning to others tempted by foreign payments.
ISRAELI
STRIKE ON HAMAS IN QATAR
Hamas
says its top leaders survived the Israeli strike on Qatar and that five
lower-ranking members died.
A
Qatari security personnel was also killed, the Hamas statement said.
Hamas,
which has sometimes only confirmed the assassination of its leaders months
later, offered no immediate proof its top leaders had survived.
Israel
launched a strike targeting Hamas’ leadership in Qatar on Tuesday as they
considered a U.S. proposal for a ceasefire in the Gaza Strip (https://apnews.com/hub/israel-hamas-war).
The strike on the territory of a U.S. ally marked a stunning escalation and
risked upending talks aimed at winding down the war and freeing hostages.
Key
Takeaways:
• The
son of Hamas’ leader in Gaza killed in strike: The son of Khalil al-Hayya,
Hamas’ leader for Gaza and top negotiator, was killed along with the head of
al-Hayya’s office, said Suheil al-Hindi, a member of Hamas’ political bureau,
speaking to Al-Jazeera. A member of Qatar’s Internal Security Force was killed
and others were wounded, Qatar’s Interior Ministry said.
• The
US knew about the strike in advance: White House press secretary Karoline
Leavitt said that U.S. diplomatic envoy Steve Witkoff passed along a warning to
the Qataris once the White House was made aware of the strike. The U.S.
military did not participate in the strike according to a U.S. official who was
not authorized to comment publicly and spoke on condition of anonymity.
However, Qatari Foreign Ministry spokesman Majed al-Ansari derided the warning,
saying in a post on X that it came just as “the explosions from the Israeli
strikes were being heard.”
•
Qatar responds: Qatar condemned what it referred to as a “cowardly Israeli
attack” on Hamas’ political headquarters in Doha. Foreign Ministry spokesman
Majed al-Ansari called it a “flagrant violation of all international laws and
norms.”
GZB
INFOCUS: THE STRATEGIC IMPORTANCE OF RIVERS
Societies
have tried to control resources as long as there have been resources to
control. Whether precious metals, arable lands or hydrocarbon deposits, access
to resources shapes military postures, influences political alliances and sets
foreign policies – even in 2025. If anything, the scale and urgency of modern
operations have made resources all the more critical: The scale of new projects
means that the competition over certain resources is often a global rather than
a local affair, and the urgency with which some countries need resources is
often a matter of national interest.
Such
is the case with inland water systems. At the core is a fixed reality: Rivers
lock states into upstream and downstream positions. Control of headwaters
confers leverage; dependence on their flow creates vulnerability. Mega-dams and
diversions amplify this disparity, giving upstream states tools of control and
leaving downstream states exposed to decisions made beyond their borders.
Geography only makes matters worse, for basins cannot be redrawn, and survival
strategies must adapt to fixed upstream-downstream positions.
Military
strategy follows a similar logic. Water infrastructure is openly treated as
strategic terrain. Dams and diversions are defended with garrisons, air
defenses and forward deployments, yet remain exposed targets. Unlike mobile
assets, dams are fixed. River diversions cannot be hidden. Their very
permanence makes them at once strategic assets and liabilities. In Ukraine, for
example, the destruction of the Kakhovka Dam in 2023 showed how rivers can be
weaponized by flooding terrain, cutting supply and destabilizing civilian
populations.
The
United States Institute of Peace notes that out of all the recorded incidents
targeting water infrastructure over the last 2,000 years, 41 percent have
occurred since 2020. The surge reflects two converging dynamics: the long-range
strike capabilities of modern militaries and the multifaceted nature of
infrastructure. This elevates dams and diversions to high-value military
targets. Militaries now integrate their defense directly into operational
planning, from air defense rings and cyber hardening to contingency plans for
rapid strikes. As a result, water control isn’t just a factor in development
policy; it’s fundamentally embedded into military deterrence and force posture.
Military
application reinforces the geographic divide.
Upstream
countries are compelled to secure water and electricity for growing
populations, and they can wield control of flows as a coercive tool. Upstream
states typically reinforce control with military assets, securing headwaters
and guarding major dam complexes. For downstream states, water is often framed
as an existential issue. Agriculture, food supply and electricity depend on
water they cannot control. This dependency drives them to seek outside allies,
deploy troops to vulnerable borders and frame interference with river flows as
a red line for potential escalation.
It
makes sense that dams would require military defense. They serve a variety of
functions by concentrating water, power and infrastructure into a single,
highly targetable site. Unlike oil, water cannot be stockpiled at scale or
transported freely.
Reservoirs
can buffer flows, but storage is limited, leaky and vulnerable to drought. And
when rainfall is erratic, even upstream states lose the ability to control
flows reliably.
The
result is structural. Engineering projects and military deployments reinforce
each other, but neither can resolve disputes outright. Escalation – airstrikes
on dams, forward deployments or flow manipulation – carries inherent risks of
destabilization.
Several
case studies illustrate the dynamics at play, perhaps none clearer than the
Indus River, where India’s upstream control collides directly with Pakistan’s
downstream survival. The Indus supplies more than 80 percent of the water
Pakistan uses to irrigate its crops and more than 50 percent of its electricity
generation.
India’s
suspension of the Indus Waters Treaty in April marked a shift from diplomacy to
coercion. In the wake of the incident in Pahalgam – where a proxy of a
Pakistan-based terrorist organization attacked sites in India-controlled
Kashmir – New Delhi fast-tracked hydropower and irrigation infrastructure on
the western Indus tributaries, announcing accelerated timelines for four
mega-dams on the Chenab River and planning expanded canal networks on the
Jhelum and Sutlej rivers. Pakistan responded with nuclear-coded rhetoric,
warning of strikes on new Indian dams. What had been the world’s most enduring
water-sharing agreement has collapsed into deterrence by infrastructure. The
result is not resolution but a locked-in escalatory pattern in which every
successive Kashmir flare-up risks pulling water projects into the
confrontation, making dams and canals permanent triggers in the rivalry.
Then
there is the case of the Brahmaputra River. Here, China’s control of the upper
Yarlung Tsangpo leaves India in the downstream position, with no treaty
framework to moderate the relationship. The absence of rules heightens India’s
vulnerability. China’s leverage is political as well as hydrological: Dam
announcements can be timed as pressure points in wider disputes, including
border negotiations. The recent China-India dialogue has eased other frictions,
but without a basin treaty, water remains a structural vulnerability.
A
similar asymmetry of control and dependence can be seen in the Tigris–Euphrates
basin. Turkey’s Southeastern Anatolia Project secures irrigation and energy at
home but has cut flows into Iraq by more than a quarter, causing electricity
shortages and crop failures. In Basra, water scarcity was one of the sparks
that ignited mass protests, and similar unrest has recurred in Baghdad and the
south. In Syria, reduced releases from the Euphrates compound humanitarian
crises brought on by years of war, leaving towns with failing irrigation and
supply systems.
Scientific
assessments estimate that roughly 30 percent of Turkey’s territory,
particularly in central and southeastern Anatolia, faces a high risk of
desertification. Broader United Nations Convention to Combat Desertification
reporting places the “at risk” category much higher (though with looser
definitions) at up to 88 percent.
Reservoirs
in key provinces are already running dry. Ankara’s need to secure water for its
own population intensifies the squeeze downstream, where scarcity translates
directly into unrest. Its forward presence in northern Syria and Iraq
underscores how water management and military posture reinforce each other.
Crucially,
the water that gives Turkey leverage also ties its stability to unstable
neighbors: A collapse in Iraq or Syria would surely spill over. This makes
Ankara’s water posture not just a tool of influence but also a structural
liability shaping its long-term strategy. Turkey’s forward presence will likely
become a semi-permanent posture, one meant not just to counter militias and
Kurdish groups but also to manage flows that bind its own stability to the fate
of Iraq and Syria.
Elsewhere,
drought in Iran has left reservoirs near empty and has triggered recurring
protests, while the Helmand River dispute with Afghanistan compounds pressures
in the southeast.
In
Egypt, the Grand Ethiopian Renaissance Dam is treated as a matter of life or
death. Officials there warn that force remains an option if downstream flow is
cut. Each drought season will reopen brinkmanship over the GERD, keeping
military options in play even if direct conflict remains unlikely. For Tehran,
water scarcity is as much a domestic stability risk as an external one, making
future protests and border flare-ups more likely than resolution. For both,
water scarcity magnifies domestic fragility as much as interstate risk.
In
Central Asia, Kazakhstan and Uzbekistan depend on Kyrgyz and Tajik headwaters –
now shaped by Chinese-built dams without the Soviet-era mechanisms that once
balanced flows. In the Western Hemisphere, disputes in the La Plata basin in
South America and along the U.S.-Mexico border reveal how scarcity strains
cross-border relations.
These
disputes have led to arbitration and periodic diplomatic strains, even if they
fall well short of militarization. Taken together, these cases show how water
disputes move from local grievances to structural constraints, setting the
stage for broader patterns visible across history.
The
bottom line is that while disputes over water resources are eternal, today’s
mega-dams, climate volatility and great power competition magnify their
importance. As a result, river basins are hardening into military frontiers.
For militaries, dams and headwaters now function like strategic chokepoints, no
less significant than straits or mountain passes. For outside powers, they are
no longer peripheral: The U.S., Russia and China must now factor basins into
intervention scenarios and alliance planning, much as they do with maritime
routes. Cooperation and arbitration may delay crises, but they cannot erase the
geography that locks states into conflict.
The
greater risk is not gradual decline but sudden rupture: a drought, a dam
failure or a deliberate cutoff cascading into regional escalation. Water is a
structural fault line – slow to shift but capable of triggering a sudden crisis
when red lines are crossed.
POLAND
SHOOTS DOWN RUSSIAN DRONES
Poland
says it shot down Russian drones that violated its airspace during bombardment
of Ukraine
Poland
said early Wednesday that it and its NATO allies had shot down Russian drones
that violated Polish airspace in what it called an “act of aggression” as
Russia launched aerial attacks on Ukraine. Warsaw’s Chopin Airport suspended
flights for several hours, citing the closure of airspace due to military
operations.
Key
Takeaways:
•
Polish Prime Minister Donald Tusk wrote on social media that “Last night the
Polish airspace was violated by a large number of Russian drones. Those drones
that posed a direct threat were shot down.” Defense Minister Władysław
Kosiniak-Kamysz thanked NATO Air Command and The Royal Netherlands Air and
Space Force for supporting the action of neutralizing “more than 10 objects”
that crossed into Polish airspace with F-35 fighter jets.
•
Several European leaders said they believed Russia was intentionally escalating
the war, and NATO was discussing the incident in a meeting. Leaders in the
strategically located Baltic states of Lithuanian, Latvia and Estonia — the
NATO members that are most nervous about Russian aggression — expressed deep
concerns.
•
Polish airspace has been violated multiple times since Russia’s full-scale
invasion of Ukraine in 2022, but there has been nothing on this scale either in
Poland or in any other Western nation along the eastern flank of NATO and the
European Union.
Pray.
Train.
Stay
informed.
Build
resilient communities.
.
—END
REPORT
See More
GRAY
ZONE BRIEF 4 SEPTEMBER 2025
KNOW
THY ENEMIES
China's
military might. China showcased hypersonic missiles, anti-ship missiles and
unmanned helicopters at a massive military parade to mark the 80th anniversary
of the end of World War II. At the event, Beijing also unveiled reconnaissance
drones, strike drones, wingman drones and several other types of advanced
military hardware. In a speech President Xi Jinping hailed his country’s
military might as “unstoppable” and called on all nations “to treat each other
as equals and support one another to safeguard common security, eliminate the
root cause of war and prevent historical tragedies from recurring.” Russian
President Vladimir Putin and North Korean leader Kim Jong Un joined Xi at the
event, the first meeting involving the leaders of all three countries in more
than six decades. Kim was accompanied by his daughter, fueling speculation that
she is being groomed as his heir. Kim and Putin held a separate meeting on the
sidelines of the event, during which Putin praised the role of North Korean
soldiers in recapturing Russia’s Kursk region from Ukrainian forces.
GREECE
IMMIGRATION
Refugee
restrictions. Greece’s parliament on Wednesday approved a sweeping migration
law. Under the legislation, migrants from EU-designated “safe countries” whose
asylum claims are rejected must either leave voluntarily or face up to 24
months in detention and fines of up to 10,000 euros ($11,600). The move builds
on the conservative government’s push to expedite returns amid rising arrivals
from Libya, especially to the islands of Crete and Gavdos. In July, Greece
suspended asylum applications for migrants arriving by sea from Africa for
three months.
BULGARIA
Another
challenge. Opposition parties in Bulgaria plan to file a no-confidence motion
against the government amid nationwide protests demanding sweeping reforms. The
initiative is led by a pro-EU coalition and backed by nationalist and
pro-Russian groups, forming an unusual alliance of ideologically opposed
forces. It would be the fifth such vote since the current government took
office in January.
RUSSIAN
ECONOMIC WOES
Russian
tech. The pace of data center construction in Russia is slowing down despite
growing global investment in the field. In the first half of this year, the
commissioning of new facilities declined by more than half compared with the
same period last year amid a lack of corporate financing, stagnating incomes,
increasing costs, energy and labor shortages, and a limited number of large
players in the market. Many companies are also under pressure from economic
sanctions and increased data security requirements.
THE
RAMMSTEIN
Support
for Kyiv. British Defense Secretary John Healy arrived in Ukraine on Wednesday
for talks with Ukrainian Defense Minister Denys Shmyhal. According to Shmyhal
they plan to discuss joint defense projects and an upcoming meeting of the
so-called Rammstein group of Ukraine supporters, to be held in London next
week.
POLAND
LOOKING AT G-20 MEMBERSHIP
Poland's
rise. Polish Foreign Minister Radoslaw Sikorski lobbied for Poland’s inclusion
in the G20 during his meeting with U.S. Secretary of State Marco Rubio in
Florida, the minister said on Tuesday. Earlier the same day, Prime Minister
Donald Tusk announced that Poland had entered the “exclusive club” of countries
with economies worth more than $1 trillion. Tusk said that Poland’s gross
domestic product increased 3.4 percent in the second quarter and that it topped
all advanced economies in growth of real disposable income per capita since
late 2023.
EU
TRADE EXPANSION
Expanding
partnerships. The EU is deepening trade ties with Latin America and Asia amid
continued global trade disruptions. The College of Commissioners on Wednesday
formally adopted the EU’s initial trade agreements with the Mercosur bloc –
which is set to create the world’s largest free trade zone, covering 700
million people – and Mexico. The European Commission is also pushing to
finalize trade pacts with India and Indonesia by the end of this year and
expand links with Southeast Asian countries such as the Philippines, Malaysia
and Thailand.
KOREA
Trade
diversification. South Korea plans to reopen its strategic review on joining
the Comprehensive and Progressive Agreement for Trans-Pacific Partnership, the
country’s Industry Ministry said.
Seoul
had wanted to join the Japan-led trade bloc in 2022 but failed to submit an
official application due to opposition from the agriculture and fisheries
sectors and its strained ties with Tokyo. The ministry also unveiled a plan to
provide up to 570 billion won ($410 million) in emergency financial aid this
year to help South Korean companies cope with the United States’ imposition of
50 percent tariffs on all steel and aluminum imports.
UN
TRADE & DEVELOPMENT 2025 REPORT
Year
of disruption. Relatedly, a new report by the U.N. Trade and Development
organization highlights the destabilizing effects of growing uncertainty in
global trade policies. The overall result of the changes this year in tariffs,
subsidies and other restrictions has been higher costs, weaker growth,
financial instability and eroded trust. Importers’ efforts to “front-load”
ahead of tariff deadlines have intensified the disruption, especially for least
developed countries that lack flexibility.
COLLEGE
GRADS & UNEMPLOYMENT
This
chart (see chart) compares the unemployment rate of recent college graduates
(ages 22 to 27) with that of all workers in the U.S. from 1990 to June 2025,
using data from the Federal Reserve Bank of New York.
New
College Grads See Higher Unemployment Rate:
From
1990 through most of the 2010s, new grads typically enjoyed lower unemployment
than the overall national unemployment rate.
Just
before the COVID-19 pandemic new grads briefly had a higher unemployment rate,
with AI advances post-pandemic exacerbating the trend.
In
June of 2025, recent college grads faced a 4.8% unemployment rate, higher than
the 4.0% rate for all workers.
GZB
INFOCUS:
GLOBAL
MILITARY RECRUITMENT CHALLENGES IN THE ANGLOSPHERE: THE WEST IS STRUGGLING
Many
militaries in the world have a personnel problem. The British government, for
example, has said for years that it doesn’t just need more troops; it needs a
different composition of troops as technological advancements create new
positions. And though London may feel the pinch most acutely, the problem
extends well beyond its borders.
Australia
has fallen short of its recruitment goals for the 14th straight year – despite
boasting a record number of enlistees in the past 12 months. Canada and New
Zealand have issues, too, with a shortfall of 10,000 personnel and a 16 percent
attrition rate, respectively.
The
United States has fared better, increasing its recruitment by 10 percent year
over year, but only after similar long-term declines.
Though
these shortcomings in manpower have been observed for some time, it wasn’t
until the conflicts in Ukraine and the Middle East and the growing concern over
China that these governments felt a keener sense of urgency. The Trump
administration’s agenda to rely more on allies for regional defense has only
affirmed their resolve. New recruitment efforts are now underway, especially in
the United Kingdom and Australia, which are struggling to appeal to a younger
generation’s nationalism and willingness to serve in the military.
The
problem is twofold: recruitment and retention, both of which are all the more
difficult in increasingly technologized militaries. Recruiters have looked to
capitalize on new outreach methods, including TikTok, social media influencers,
and video games, to motivate applicants, but shortfalls remain. The U.K. and
Australia have also experimented with more flexible service models that compete
with private industry for more attractive careers. London has piloted
short-term and part-time enlistment tracks to encourage recruits who are
unwilling to commit to long-term service. Australia has expanded lateral entry
programs, allowing individuals with specialized technical skills to bypass
traditional entry-level training and join at higher ranks. The U.S. has doubled
down on financial incentives for retention and relies on advertising to fill
recruitment numbers.
Maintaining
a steady intake of new troops is essential not only to preserve troop numbers
but also to sustain intergenerational transfers of skills and institutional
knowledge. Modern militaries are structured around layered experience; junior
personnel learn required skills from non-commissioned officers and commissioned
leaders. Poor retention of staff risks brain drain and the erosion of hard-won
expertise. Losing skilled or trained soldiers, especially in high-skill areas,
is often more damaging than failing to recruit new ones.
Other
problems stem from recruitment objectives.
Sustained
shortfalls can disrupt compositional balance. A military that becomes
disproportionately top-heavy risks fielding highly experienced leaders without
younger ranks to operationalize their directives, thereby eroding readiness and
capacity. Wars cannot be won by senior officers alone if their contingents are
not adequately staffed by competent underlings who can reliably execute their
orders. (There are signs that the British military is already trending toward
this kind of imbalance.)
Another
factor is new positions. Fields such as cyber readiness capabilities,
information technology and networking, and software and computer engineering
haven’t always been associated with military service. But recent conflicts,
such as the war in Ukraine, highlight the vital role of drone manufacturers,
drone operators and other similar specialists. Operating this kind of technical
equipment takes years of training. New drone fleets for the members of AUKUS –
the trilateral security partnership of the U.S., the U.K. and Australia meant
to promote freedom of navigation in the Indo-Pacific – are required to be
manned by both existing troops and new recruits.
All
three countries are now focusing on this issue, albeit in different ways. The
U.S. has invested massive amounts of money in marketing campaigns – as much as
$600 million annually – and has offered incentives like student loan repayment.
It has also pursued long-term digital partnerships with the likes of TikTok and
YouTube. These strategies have been fairly effective among a larger population
base that wants income stability. U.S. recruitment numbers surged in 2024, but
analysts are skeptical that the trend will continue.
In
Australia, recruitment and retention problems have been driven for years by
structural and organizational factors such as rigid hierarchy, difficulty with
posting cycles and a limited number of eligible applicants. Low unemployment
numbers are also a factor as younger generations work in private industries
without the personal cost of military service.
Increases
in remuneration packages are unlikely to tip the scales since payment in the
Australian military is already pretty generous. (The starting salary of a
sergeant or fully qualified officer is higher than the national median.)
The
Australian military aims to boast 69,000 members by 2030 and 80,000 members by
2040. The 2024-25 fiscal year put the total number of full-time personnel at
61,189. This means the recruitment rate will require a substantial boost to
achieve the government’s goals. Australia has thus considered opening up
military recruitment to permanent residents and citizens from Five Eyes
partners – the U.K., the U.S., Canada and New Zealand – to broaden the
applicant pool and address shortfalls. And the shortfalls are significant. A
report from April showed that only 16 percent of eligible-aged recruits (17-24)
would satisfy the entry requirements – absence of physical and mental
disability, macro-health concerns, criminal history, drug use and minimum
education levels – and would thus be inclined to apply for service. That number
could be even lower since, according to a survey from 2024, only about one in
six said they would volunteer to defend Australia if attacked. Even those who
do apply face issues such as slow processing time, during which they find other
opportunities for employment.
The
U.K. is facing even starker challenges. In 2024, Defense Secretary John Healey
said the armed forces were losing 300 more full-time personnel than they were
recruiting every month. Parliamentary Undersecretary of State for the Armed
Forces Luke Pollard said the current administration had “inherited a crisis in
recruitment and retention.” Recent surveys have shown that active service
member morale is at an all-time low; some 58 percent of military personnel
rated their service morale as "low" or "very low" in a 2024
survey. Between 2010 and 2023, the army alone had a shortfall of over 22,000
personnel. This could complicate Pollard’s recruitment goal of 198,000 for
2024-25.
Low
morale has created an image problem for members of Gen Z. Surveys indicate that
many young people do not see the armed forces as offering meaningful or
attractive career opportunities compared with private industry. The perception
of military life as rigid, hierarchical and physically demanding is
increasingly at odds with Gen Z’s preferences for flexibility, purpose-driven
work and a sustainable work-life balance.
Recent
surveys also point to a declining trust in state institutions among Gen Z,
which affects recruitment, while both Australia and the U.K. still carry
reputational scars from the wars in Iraq and Afghanistan. Like the Australian
government, London is competing against civilian sectors, particularly in
critical fields like technology, health care and engineering that can provide
similar pay, greater flexibility and fewer personal sacrifices.
London
has undertaken several initiatives to goose recruitment. It has offered a 35
percent pay increase for new recruits, one of the largest pay raises for the
military in the past two decades, and to provide family accommodation,
childcare assistance and education allowances. It has also offered to remove
many old or outdated medical policies that restricted recruitment, and it has
formulated a plan to rapidly accelerate processing times, targeting a
conditional employment offer within 10 days of application and provisional
training within 30 days. And, like Australia, the U.K. has considered widening
the pool to attract residents of the British Commonwealth, but it has yet to
enact concrete policies.
Australia
and the U.K. are learning from successes in the U.S. centered on guaranteeing
career stability, and they are investing in partnerships with certain
universities and STEM programs to attract skilled graduates. Both are using
data-driven processes, increased pay, flexible career options and digital
innovation to boost recruitment – especially in critical tech-focused and
specialist fields.
Retention
programs are also being redesigned, focused as they are on improving posting
stability to reduce family disruption, investing in housing quality and
providing enhanced education support for dependents. These reforms signal a
recognition that recruitment cannot be addressed in isolation – that without
credible retention measures, new recruits will simply bleed out of the system
after their first contract ends.
Countries
outside the Anglosphere are grappling with similar issues. Japan has looked to
offset personnel losses with AI, automation and improved salaries and living
conditions to attract more young people. Germany passed legislation requiring
18-year-olds to fill in a survey to identify more potential recruits. Nordic
countries have had success leaning on conscription to fill ranks in key
emerging roles.
Despite
these efforts, there will likely be persistent challenges ahead with
recruitment unless new incentives can be created or unless unemployment rises.
Ultimately,
the global recruitment crisis isn’t just a domestic issue; it carries
significant geopolitical implications.
For
middle powers like Australia and the U.K., which rely on professional,
technologically capable forces to maintain credibility alongside allies,
recruitment failures could undermine their ability to meet commitments in NATO,
AUKUS, and other collective defense structures that are becoming only more
important in America’s new global geostrategy. (Australia’s decision to pursue
a smaller number of nuclear-powered submarines rather than a larger fleet of
conventional diesel-powered craft under AUKUS was partly driven by staffing
issues.)
The
real test will be whether militaries can transform themselves quickly enough to
align with a generation that values flexibility, purpose and technology. This
will also require a commitment to hiring a diverse workforce that is capable of
filling the vast number of non-direct combat roles that are now required in
emerging technological fields.
Absent
that, recruitment shortfalls will be a strategic liability in an era of
mounting global instability. If the U.K. and Australia are successful, other
Western militaries will probably follow their playbooks. If recruitment and
retention continue to falter, the problem will not only weaken national forces
but also strain allied burden-sharing in NATO and AUKUS, leaving fewer states
able to contribute meaningfully to collective defense in an era of intensifying
strategic competition.
Pray.
Train.
Stay
informed.
Build
resilient communities.
.
— END
REPORT
GRAY
ZONE BRIEF 1 SEPTEMBER 2025
OVERVIEW
There
is no indication of specific terror threats on the particular date of
9-11-2025. However, U.S. government assessments in 2025 highlight that the
overall threat from domestic and international terrorism remains significant
and that the Homeland is at a high risk. The primary concern is from domestic
violent extremists and homegrown violent extremists who are inspired by foreign
terrorist organizations, as well as lone offenders and small groups.
Key
Concerns for 2025
•
Domestic Extremism:
The most significant threat to the
U.S. comes from domestic terrorists, including those who advocate for
ideologies like white supremacy, partisan extremism, and Salafi-jihadism.
• Lone
Offenders:
Lone actors and small groups are considered the most
significant threat, as they can carry out attacks with little or no warning.
•
International Groups:
While weaker than before, foreign
terrorist groups like the Islamic State, Al Qaeda core, and Al Qaeda in the
Arabian Peninsula remain a threat to U.S. interests.
•
Confluence of Factors:
A combination of factors, including
domestic sociopolitical developments (especially from the 2024 election cycle)
and international events, could be used by violent extremists to justify or
encourage attacks.
Sources
of Information:
•
Department of Homeland Security (DHS): The DHS issues Homeland Threat
Assessments that detail the current security landscape and potential dangers to
the United States.
•
Center for Strategic and International Studies (CSIS): CSIS publishes Global
Terrorism Threat Assessments that provide regional and global perspectives on
terrorist threats.
•
Office of the Director of National Intelligence (ODNI): The ODNI publishes
annual threat assessments that cover various threats facing the U.S., including
terrorism.
ISLAMIC
EXTREMISM
•
Jermaiah Yusuf Sawaqed, 25, of Everett, Mass., was arrested on August 7, 2025,
and charged with vandalism, destruction of property, vandalizing a war or
veterans memorial, and possession of a hoax device after defacing the
Massachusetts State House with white paint and spray-painting “Divest” or
“Divert” on July 23, 2025.
•
Sawaqed is linked to the Direct Action Movement for Palestinian Liberation
(DAMPL), an extreme anti-Zionist group, which claimed responsibility for
multiple vandalism acts targeting public institutions, including the State
House, the George Washington Monument, and MIT’s Stata Center.
•
Authorities found white paint footprints leading to Boston Common, where two
homemade improvised explosive devices were discovered, along with traces of
paint, DAMPL fliers, and gasoline cans in a vehicle Sawaqed used, indicating
deliberate and ideologically motivated actions.
•
Sawaqed’s bail was set at $30,000.
NY
SYNAGOGUE SHOOTING
•
Mufid Fawaz Alkhader, 29, of Schenectady, N.Y., received a 10-year prison
sentence on August 23, 2025 for illegally purchasing a firearm, obstructing
religious freedom with a dangerous weapon, and brandishing a firearm during a
hate crime at Temple Israel synagogue in Albany on December 7, 2023.
•
Alkhader fired a shotgun into the air twice outside Temple Israel while
shouting “Free Palestine,” attempted to tear down an Israeli flag, and caused
the cancellation of a Chanukah event, instilling fear in the Jewish community.
•
Alkhader conspired with Andrew Miller to illegally purchase a Kel-Tec KS7
shotgun by having Miller falsely claim to be the buyer, with Miller later
sentenced to 14 months for his role.
CAMPUS
INDOCTRINATION
The
Middle East Forum has published a two-part series of articles on how the recent
widespread anti-Israel activism and violence on campus has its roots in over a
decade of indoctrination by professors in the Middle East Studies departments
of leading universities. This analyst says it’s been rampant for 40 years
— not 10.
Pray.
Train.
Stay
informed.
Build
resilient communities.
HOMELAND THREAT ASSESSMENT - 2025
—END
REPORT
GRAY
ZONE BRIEF 29 AUGUST 2025
U.S.
DOMESTIC TERRORISM
A man
was arrested in Dallas Monday night after he allegedly walked to an entrance of
an ICE facility and told officials he had a bomb in his backpack, the
Department of Homeland Security said in a news release Tuesday. Bratton Dean
Wilkinson, a 35-year-old US citizen, arrived at the entrance of the Dallas
Field office at 6:37 p.m. local time, showing a security officer a device on
his wrist he claimed was a detonator, DHS said. The location houses the Dallas
Field office and Enforcement and Removal Operations, they said. A
shelter-in-place was issued for the facility and local police responded with a
bomb squad, which was able to clear the scene about 30 minutes later.
IRANIAN
ASSASSINS IN AUSSIE LAND
Iran-directed
criminals twice targeted wrong venue before torching kosher Australian deli.
Australian authorities have uncovered that the October 2024 arson attack on the
kosher deli Lewis’ Continental Kitchen in Bondi was part of a failed
assassination attempt orchestrated by Iran. The operation, led by Sayed
Moosawi, president of the Nomads outlaw motorcycle gang, was intended to target
a different venue. However, due to a mix-up, the attack was carried out on the
wrong establishment. Moosawi, who used the encrypted messaging app Signal under
the alias “James Bond,” directed the operation remotely. The Australian
Security Intelligence Organisation (ASIO) identified Iranian involvement
through a funding trail linking Moosawi to Tehran. In response to these
findings, Australian Prime Minister Anthony Albanese announced the expulsion of
Iran’s ambassador, marking the first such expulsion since World War II. The
Iranian regime has denied involvement in the attacks, calling the allegations
part of a Western smear campaign. This incident highlights the use of local
criminal networks by foreign states to conduct covert operations, raising
concerns about national security and the potential for further such activities.
U.S.C.G.
MAKE RECORD DRUG HAUL
A US
Coast Guard cutter on Monday unloaded a record haul of illegal drugs that, if
it had made it to the streets, would represent around 23 million deadly doses
of cocaine, the service said.The cutter Hamilton offloaded about 61,740 pounds
of cocaine and 14,400 pounds of marijuana at Port Everglades in Fort
Lauderdale, around 30 miles north of Miami, in what is “the largest quantity of
drugs offloaded in Coast Guard history,” a Coast Guard statement said. The
total value of the seized drugs was put at $473 million. That’s “enough to
fatally overdose the entire population of the state of Florida, underscoring
the immense threat posed by transnational drug trafficking to our nation,” Rear
Adm. Adam Chamie said in the statement.
RUSSO-UKRAINE
WAR
Russia
launches major overnight attack on Kyiv** - Russian forces carried out a major
overnight drone and missile strike on Kyiv, killing 14 people, including three
children aged 2, 17 and 14, and injuring dozens, Ukrainian officials said
Thursday. Casualties are expected to rise. The assault, involving 629 air
attack weapons, damaged hundreds of buildings across several districts, with
fires reported in high-rise apartments and heavy destruction in at least two
apartment blocks on both sides of the Dnipro River. In the Darnytskyi district,
part of a five-storey building collapsed, prompting rescue operations to search
for people trapped under rubble. Kyiv’s military administration described the
assault as a “typical” Russian tactic, using combined strikes from multiple
directions and deliberately targeting civilian housing. “Russia chooses
ballistics instead of the negotiating table,” Ukrainian President Volodymyr
Zelensky said in response. Emergency services, including 500 rescuers and 1,000
police officers, are responding at more than 20 locations across the city as
fires continue to burn.
RUSSIAN
LNG
Sanctions
test. A vessel loaded with liquefied natural gas from Russia’s Arctic LNG 2
plant, which is under U.S. sanctions, docked for the first time at China’s
Beihai LNG terminal. Several cargoes have been loaded from Arctic 2 LNG over
the past year, but fear of U.S. retaliation thus far has prevented any from
being delivered abroad. The tanker's trip could be a test of Washington's
position on sanctions.
BAYRAKTAR
IN UKRAINE
Caught
in crossfire. A drone factory that Turkey’s Bayraktar is building in Kyiv
suffered serious damage in a Russian missile strike, Turkish media reported.
Production lines at the facility reportedly were about to be commissioned.
Information on the extent of the damage is unavailable. Meanwhile, Turkish
President Recep Tayyip Erdogan spoke with Ukrainian President Volodymyr
Zelenskyy about bilateral relations and efforts to end the Russia-Ukraine war.
Erdogan threw his country’s full support behind Russia-Ukraine negotiations and
promised that Turkey would continue contributing to Ukraine’s security.
TURKEY’S
STEEL DOME
Steel
Dome. On Wednesday, Erdogan inaugurated a new integrated air defense system
known as “Steel Dome.” It is unclear when the network will be operational, but
its latest stage consists of 47 vehicles worth $460 million, according to
Erdogan. The Turkish leader also announced an unprecedented $1.5 billion
investment to create the Ogulbey Technology Base, which will serve as a hub for
developing Steel Dome.
WESTERN
FLEX ON CHINA IN ASIAN PACIFIC WATERS
Air
defense drills. Australia, Canada and the Philippines deployed three warships
and several aircraft for drills near Scarborough Shoal on Wednesday. The
Australian destroyer HMAS Brisbane, Canadian frigate HMCS Ville de Quebec and
Philippine frigate BRP Jose Rizal conducted exercises east of the shoal, which
both China and the Philippines claim. At least three fighter jets flew
overhead, and two combat helicopters operated near the Philippine frigate.
China did not immediately comment on the exercises.
ARMENIA,
AZERBAIJAN & CHINA
Endorsement.
Armenia and Azerbaijan should both join the Shanghai Cooperation Organization
according to Armenian Foreign Minister Ararat Mirzoyan. Both countries have
already applied for membership, he said. The presidents of both countries will
visit China for the SCO summit from Aug. 31 to Sept. 1.
JAPAN
& UZBEKISTAN
Strategic
dialogue. Japanese Foreign Minister Iwaya Takeshi met with his Uzbek
counterpart, Bakhtiyor Saidov, in Tashkent. They discussed major chemical and
energy projects and options to expand cooperation in IT, transport, mining and
renewable energy. After the meeting, officials signed a joint communique on
strategic dialogue, which focused on strengthening political and economic
cooperation, among other things.
CHINA
& UZBEKISTAN
Chinese
investment. China’s Shandong Huada Group will invest $500 million to build
transport and logistics infrastructure in eastern Uzbekistan’s Andijan region.
The company and the regional governor agreed on the project, which will include
a railway and logistics park. The park will anchor a growing transport corridor
linking the planned Lhasa railway in Tibet, China’s Xinjiang region and
Uzbekistan’s Andijan-Tashkent-Samarkand high-speed motorways.
USAF
& IAF
Air
force plans. Senior leaders of Israel’s air force hosted their U.S.
counterparts last week for the annual Air Senior National Representatives
forum, the Israeli military said. Officials discussed deepening strategic
cooperation against shared regional challenges and developed a joint work plan
for 2026.
Pray.
Train.
Stay
informed.
Build
resilient communities.
— END
REPORT
GRAY
ZONE BRIEF 26 AUGUST 2025
GLOBAL
SITREP
GERMANY
Cuts
coming. German Chancellor Friedrich Merz has warned that Germany’s welfare
system is overextended and in need of reform. At a party conference, Merz said
the welfare state “can no longer be financed with what we produce in the
economy” but also stressed that his government would not raise taxes on
medium-sized companies, despite the vice chancellor (from his coalition
partner, the Social Democratic Party) saying earlier that tax hikes on middle
and high-income earners were possible. SPD lawmakers have opposed cuts to
welfare programs.
ISRAEL
& TURKEY
Drone
contract. Israel and Turkey are competing for a major contract to supply drones
to Japan. Tokyo is reportedly considering purchasing the Heron Mark II drone,
developed by Israel Aerospace Industries, or less expensive Turkish
alternatives like the Kargu suicide drone, as part of a $6.3 billion
procurement program for unmanned systems. The contract is indicative of the
growing Asian drone market and Japanese efforts to boost its military
capabilities.
IRAN
Filling
the gap. Iran has established weapons manufacturing facilities in several
countries and could open more by the end of September, Iranian Defense Minister
Amir Aziz Nasirzadeh said in a new interview. He did not disclose the locations
of the facilities but added that Tehran has also sold and purchased weapons
from foreign partners. His comments come after Ukraine’s Foreign Intelligence
Service said last week that Tehran might try to fill the arms gap, left by the
12-day war with Israel earlier this year, with imports from Belarus.
ISRAEL
& SYRIA
In the
works. Israel and Syria are in advanced stages of reaching a security deal, Sky
News Arabia reported According to the outlet, Syrian President Ahmed al-Sharaa
said in a meeting with Arab media figures over the weekend that a deal would be
based on the 1974 disengagement agreement between the two countries. He
clarified that the current conditions were not conducive to a peace deal but
that he would sign a security agreement if it were in Syria’s interests.
SYRIAN
DRUZE
Druze
security. At least 30 armed groups in the Syrian province of Sweida announced
the formation of a “Sweida national guard” under the leadership of Druze
spiritual leader Hikmat al-Hijri, local broadcaster Syria TV reported The group
will be tasked with protecting the border and desert areas of the province and
preventing the infiltration of other armed factions and the smuggling of
weapons and drugs. It will also work to coordinate the province’s security and
military institutions in preparation for their future integration into state
structures.
U.S.
TROOP WITHDRAWAL FROM IRAQ
Unexpected
withdrawal. The U.S. has begun a sudden withdrawal of troops from two bases in
Iraq. Personnel based at Ain al-Asad airbase and the Victory Base Complex are
being transferred to other locations in the region, including Irbil, the
capital of Iraqi Kurdistan. Washington has reportedly informed Baghdad that it
is accelerating the pullout of U.S. troops agreed to in a deal reached last
September which was supposed to take place by this December.
ASIAN
PACIFIC COOPERATION
Japan
and South Korea. Japanese Prime Minister Shigeru Ishiba and South Korean
President Lee Jae Myung held talks in Tokyo In their first joint statement in
17 years, the countries agreed to establish committees to address common social
challenges like demographics and slow economic growth. They also pledged to
promote cooperation on hydrogen, ammonia and artificial intelligence, and to
expand their bilateral “working holiday” program.
CCP
& China and Ukraine.
China's
Foreign Ministry has denied a report by German newspaper Welt am Sonntag that
Beijing has expressed willingness to contribute troops to a peacekeeping
mission in Ukraine if the mission were deployed under a U.N. mandate. European
officials have apparently had mixed reactions to the proposal, given Beijing's
support of Moscow throughout the war in Ukraine.
RUSSIAN
GAS TO IRAN
New
route. Deliveries of Russian natural gas to Iran via Azerbaijan could begin
soon, Iranian ambassador to Moscow Kazem Jalali told Russia’s Tass news agency.
He said Iran is holding talks with Russia’s Gazprom, and nearly all issues have
already been resolved, except the price of the supplies. Russia is expected to
ship 1.8 billion cubic meters of gas annually via Azerbaijan beginning later in
2025.
INDIA
& CHINA
Overland
trade. India and China have initiated talks on resuming trade through three
border crossing areas, Indian External Affairs Minister S. Jaishankar said.
During Chinese Foreign Minister Wang Yi’s visit to India last week, Beijing
already agreed to restore trade through the Shipki La pass in the state of
Himachal Pradesh. This comes amid warming relations between the two countries
after years of tension over an unresolved border dispute.
RUSSIA
& CHINA
China-Russia
trade. The northeastern Chinese city of Suifenhe, located near the Russian
border, is developing a logistics complex to promote trade with Russia and
other countries. The project is expected to cost 120 million yuan (about $17
million).
GZB
INFOCUS: JAM-PROOF DRONES
Key
Takeaways:
• What
appear to be fiber-optic drones were pictured at a recent US Navy-led exercise
in Michigan.
•
These systems are unjammable due to their hard connection between the operator
and the drone.
•
Fiber-optic drones are prominent in Ukraine, where combatants rely on them as a
countermeasure to electronic warfare.
Fiber-optic
drones, featuring a hard wire between the system and the operator instead of a
radio frequency connection, have become a prominent counter to electronic
warfare like signal jamming, happening on both sides of the Ukraine war.
Last
month, the Navy led the Silent Swarm exercise in Michigan, a training focused
on emerging warfare technologies like small uncrewed aerial vehicles and
surface vehicles, as well as using and countering electronic warfare
capabilities.
Photos
posted by the Michigan National Guard, which were first spotted and reported on
by The War Zone (https://www.twz.com/air/fiber-optic-wire-controlled-drones-featured-in-navy-electronic-warfare-exercise),
show what looks like a fiber-optic drone sitting on a rocky beach. The small,
black quadcopter drone is equipped with a spool for a fiber-optic cable.
Another
photo shows another drone with a spool sitting on a table at the exercise, as
well as an Xbox-like controller next to it. Other UAVs were also present, as
well as uncrewed ground vehicles featuring four wheels parked in the sand on
the beach.
Why It
Matters:
Silent
Swarm involved some 50 defense companies and had the Navy, Michigan National
Guard, and other participants use swarms of drones to simulate attacks on
locations in Thunder Bay, according to a Guard press release (https://www.dvidshub.net/news/545885/silent-swarm-25-brings-innovation-experimentation-alpena)
on the exercise. Data and feedback were gathered to provide insights into which
systems were the most effective.
Russia
first introduced these drones as a way to bypass signal jamming (https://www.businessinsider.com/russia-fiber-optic-unjammable-drones-fix-a-big-problem-war-2024-8)
on the battlefield, which became a prominent countermeasure for breaking the
connection between the drone and operator, shutting down video feeds, and
causing drones dependent on radio frequencies to malfunction.
Both
Ukraine and Russia have since ramped up their use of fiber-optic drones,
leaving some battlefields littered with discarded cables (https://www.businessinsider.com/unjammable-fiber-optic-drones-are-covering-ukrainian-forests-in-wires-2025-6).
Immune to jamming, these drones can deliver precise strikes at ranges of more
than 40 kilometers, and manufacturers are already working to push that distance
even further.
The
U.S. military is behind globally, on integrating drives at the platoon and
squad levels. these types of training exercises are the aggressive attempt to
close that gap.
**ASYMMETRIC
WARFARE PROGRESSES, THREATENS GLOBAL NETWORKS:**
Over
the weekend, asymmetric and drone warfare hit two additional milestones that
will continue to threaten the viability of policing and international trade. In
footage released on Friday, Colombian cartels used a first-person view drone
(FPV) to bring down a Colombian National Police Black Hawk after learning drone
warfare in Ukraine.
Taiwan
announced it will produce 1320 unmanned surface vessels (USVs) over the next
five years (264 per year). These USVs are proven to be operable in an EA-heavy
environment. (Forward Observer)
NOTE:**
I am a big believer in asymmetric warfare. The US withdrew from it a while back
when it shut down the Army's Asymmetric Warfare Group (AWG). AWG was a major
component in conducting information operations, another area where we are
reducing operations.
The
reliance on expensive combat weapons is not the future, especially when
inexpensive weapons like drones can bring down sophisticated weapons platforms,
even for organizations that are not militarily proficient.
Footnote
– What is Asymmetric Warfare?
Asymmetrical warfare is a type of conflict between opposing forces that differ greatly in military power, strategy, or tactics. It typically involves a weaker, often non-traditional or non-state force using unconventional methods such as guerrilla warfare, terrorism, cyberattacks, or hit-and-run tactics to counterbalance a much stronger, conventional military opponent. The stronger force usually relies on traditional military power, technology, and direct confrontation, while the weaker force exploits the superior opponent's vulnerabilities through indirect, prolonged, and irregular strategies.
Historically and
in modern times, asymmetrical warfare is common in conflicts where insurgents,
terrorists, or smaller unconventional groups fight large state militaries, such
as the Vietnam War, resistance movements in World War II, and ongoing contemporary
conflicts in the Middle East and elsewhere.
Pray.
Train.
Stay
informed
Build
resilient communities.
-END STORY-
GRAY ZONE BRIEF 21 AUGUST 2025
Trump
administration revokes security clearances of 37 current and former government
officials. The Trump administration said Tuesday it was revoking the security
clearances of current and former national security officials in the latest act
of retribution targeting public servants from the federal government’s
intelligence community.
Why It
Matters:
• A
memo from Director of National Intelligence Tulsi Gabbard accuses the
individuals of engaging in the “politicization or weaponization of
intelligence” to advance personal or partisan goals, failing to safeguard
classified information, failing to “adhere to professional analytic tradecraft
standards” and other unspecified “detrimental” conduct. The memo did not offer
evidence to back up the accusations.
• Some
worked on matters that have infuriated Trump for a long time, such as the
intelligence community’s assessment that Russia interfered in the 2016
presidential election on his behalf.Several signaled concerns about Trump by
signing a critical letter in 2019 that was highlighted on social media last
month by right-wing provocateur and close Trump ally Laura Loomer.
ISRAEL
& GAZA
Making
arrangements. Israeli Defense Minister Israel Katz approved on Tuesday plans
for a Gaza City offensive. In preparation for the operation, the military
called up 60,000 reservists who are expected to report for duty in September.
Palestinian residents will likely be ordered to evacuate to southern Gaza.
ISRAEL
& SYRIA
Israel-Syria
negotiations. Israeli Strategic Affairs Minister Ron Dermer and Syrian Foreign
Minister Asaad al-Shaibani held security talks in Paris on Tuesday. U.S.
special envoy Thomas Barrack oversaw the meeting, the second between the two
officials in the past month. Negotiations focused on security along the
Israeli-Syrian border, as well as the possible creation of a humanitarian
corridor for the Druze community in the Syrian province of Sweida. Also on
Tuesday, Barrack met with Israeli Druze religious leader Sheikh Muwaffaq Tarif
to discuss the situation in Sweida.
EU
PEACEKEEPING FORCE
Europe's
contribution. About 10 European nations have reportedly expressed willingness
to send troops to Ukraine as part of a broader security plan for the country.
In recent talks, European officials also discussed sending “training and
reinforcements” for the Ukrainian military in the initial phase of a
Russia-Ukraine peace deal. They could also later exchange intelligence, monitor
borders and supply weapons, including air defense systems.
JAPAN
& TURKEY
First
trip. Japanese Defense Minister Gen Nakatani is in Turkey, the first-ever
official visit to the country by a Japanese defense minister. He held talks in
Ankara with his Turkish counterpart on prospects for cooperation in the defense
industry, including possible purchases of Turkish drones. According to Turkey's
Ministry of Defense Nakatani will next visit Istanbul to inspect naval
shipyards and facilities owned by defense firms Turkish Aerospace Industries
and Baykar.
U-STAN
& P-STAN
Uzbekistan
and Pakistan. The Uzbek president met with the chairman of Pakistan’s Joint
Chiefs of Staff Committee. They discussed cooperation on military-technical
matters and security threats, as well as development of the Trans-Afghan
Railway project.
CHINA’S
INDUSTRIAL WAR MACHINE
Chinese
arms. China will showcase new, domestically made military equipment at a
military parade on Sept. 3 to mark the 80th anniversary of the end of World War
II. They include advanced fourth-generation tanks, carrier-based aircraft,
fighter jets, drones and counter-drone systems, hypersonic weapons, and air and
missile defense systems.
CHINA
& INDIA
Turning
a corner. China and India have agreed to a number of measures to improve
bilateral relations, which collapsed after deadly clashes in 2020 over a border
dispute. During Chinese Foreign Minister Wang Yi’s visit to New Delhi, the two
countries agreed to resume direct flights, issue visas to tourists, businesses
and journalists, and facilitate business and cultural exchanges. Indian Prime
Minister Narendra Modi is expected to visit China later this month for a summit
of the Shanghai Cooperation Organization.
RUSSIAN
INFLUENCE IN ETHIOPIA
Russian
funds. Ethiopia invites new Russian investments in its economy, the Ethiopian
ambassador to Moscow said at a forum in Moscow focused on Russia’s outreach to
foreign partners. The diplomat added that Addis Ababa would provide support to
Russian companies interested in making investments.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END
REPORT
SPECIAL UPDATE
RUSSO-UKRAINE
WAR
Russia-Ukraine negotiations. Ukrainian
President Volodymyr Zelenskyy is prepared to freeze the current front line in
the war with Russia but rejects demands that he withdraw Ukrainian forces from
Donetsk and Luhansk. Russian President Vladimir Putin reportedly raised that
condition during his Aug. 15 summit with U.S. President Donald Trump in Alaska.
Zelenskyy plans to discuss the issue with Trump at the White House on Aug. 18.
Afterward, Trump will meet with leaders of the United Kingdom, France, Italy
and Germany. U.S. Vice President JD Vance, NATO Secretary-General Mark Rutte
and European Commission President Ursula von der Leyen are also scheduled to
attend.
(See GZB INFOCUS for more analysis.)
U.S. & INDIA
Canceled. India canceled a planned
Aug. 25-29 visit by a U.S. trade delegation amid the countries’ dispute over
tariffs and market access. The meeting would have been the sixth round of talks
on a trade deal, considered significant after Washington said it would impose
an additional 25 percent tariff on Indian goods in response to India’s
continued purchases of Russian oil. Washington is pressing for access to Indian
agricultural and dairy markets but New Delhi is refusing, citing farmer
protections and cultural concerns.
ISRAEL
Israeli protests. In Israel, Finance
Minister Bezalel Smotrich and National Security Minister Itamar Ben-Gvir
condemned nationwide demonstrations demanding a comprehensive ceasefire with
Hamas to secure the release of Israeli hostages. Smotrich described the
protests as aiding Hamas, while Ben-Gvir said they undermine government efforts
and delay hostage returns. Protesters blocked roads and burned tires,
particularly in Tel Aviv. Meanwhile, the chief of staff of Israel’s military
said Israeli forces would soon begin the next phase of operations to destroy
Hamas Prime Minister Benjamin Netanyahu also affirmed that military operations
will continue until Hamas is defeated.
THE
KOREAS
Olive branch. South Korean President
Lee Jae Myung directed ministries to implement inter-Korean agreements. He
pledged not to pursue reunification with North Korea by absorption and said his
administration will respect the North’s system. He also called for gradual
steps to restore the 2018 military pact aimed at reducing border tensions.
Meanwhile, South Korea and the United States began their annual Ulchi Freedom
Shield exercise running through Aug. 28. About half of the approximately 40
planned field exercises will be delayed until September in an effort to ease
tensions with North Korea.
IRAN’S
NUCLEAR PROBLEMS
Reformists speak. Iran’s Reformist
Front, a group of 30 reformist parties supporting President Masoud Pezeshkian,
proposed temporarily halting uranium enrichment and accepting International
Atomic Energy Agency supervision in exchange for sanctions relief. The group
cited risks of renewed U.N. sanctions and a worsening economic crisis. It also
called for national reconciliation, free elections and ending international
isolation. Proposals include amnesty for political prisoners, lifting house
arrest of opposition leaders, depoliticizing the military and revising foreign
policy. Separately, Pezeshkian began a two-day visit to Armenia, after which he
will visit Belarus.
UPCOMING
U.S. WITHDRAWAL FROM IRAQ
Mission accomplished. U.S.-led
coalition forces will withdraw from their headquarters in Baghdad and Ain
al-Asad air base in September, according to Hussein Alawi, the Iraqi prime
minister’s adviser. Per an agreement between Washington and Baghdad, troops
will relocate to Irbil, Iraqi Kurdistan. An Iraqi government source said U.S.
military instructors will remain in the country.
RUSSIA’S
BORDER PROBLEMS
Russian immigration. Russia’s federal
border service said recent migration laws requiring biometric data, tracking
information and a registry of controlled persons have had little effect on
arrivals. In the first half of 2025, 5.48 million people entered Russia from
Uzbekistan, Kazakhstan, Tajikistan and Kyrgyzstan, only 2 percent fewer than a
year earlier. About 767,000 Chinese citizens entered, 67,000 more than in the
first half of 2024.
RUSSIA
AI-95 SHORTAGES
Running low. Local Russian outlets
reported shortages of AI-95 gasoline in several regions. Supplies have nearly
vanished from Crimea and Trans-Baikal. Experts blamed supply disruptions and
seasonal demand and said that if conditions persist, other regions may face
shortages.
A-STAN
& U-STAN
Power deals. Afghanistan and
Uzbekistan signed $243 million in electricity including construction of two
transmission lines, expansion of the Arghandeh substation and a new substation
in Nangarhar. The work, scheduled for completion within 18 months, is expected
to allow Afghanistan to import up to 1,000 megawatts annually. Currently, only
about 40 percent of Afghans have access to electricity.
GZB
INFOCUS: ALASKA SUMMIT AAR
The media have portrayed the summit in
Alaska, where U.S. President Donald Trump and Russian President Vladimir Putin
met to discuss a resolution of the war in Ukraine, as a victory for Putin and a
loss for Trump.
Personalizing geopolitics is natural
but misleading. If there is any personal dimension to geopolitics, it is
defined by the short-term moves leaders make to protect themselves. Whatever
Trump or Putin said, there is a fundamental geopolitical logic guiding their
positions. It’s important, then, to focus not on who humiliated whom but on the
geopolitical reality.
The United States has little at stake
in the war. Whether or not it continues is immaterial to Washington, and there
is no strategic consequence if Russia conquers all of Ukraine – something it
has not even come close to doing. The fate of Ukraine does not change the
balance of power in Europe; the Russian military’s performance in the war makes
a Russian invasion of Europe hard to imagine, and opening another war in, say,
the Baltics would risk a massive change in European defense policy, which would
ultimately benefit the United States. And the U.S. is, meanwhile, under no
direct threat of a Russian attack.
Russia, on the other hand, has a great
deal at stake in Ukraine – as does Putin, who may be worried about his own
future. Russia has paid a significant price in blood and treasure but has very
little to show for it. In fact, its performance in Ukraine has hurt Russia not
just economically but also geopolitically.
The South Caucasus, for example, has
long been within Moscow’s sphere of influence but is now moving closer toward
the U.S., as evidenced by the ceasefire signed between Azerbaijan and Armenia.
This is much more geopolitically vital to Russia than Ukraine is.
This is why the Alaska summit must be
depersonalized. Ignore the allegations that Putin “tricked” Trump, and you are
left with the fact that Russia is fighting a war it is unable to win and
apparently unwilling to leave, while the U.S. is trying to facilitate a
ceasefire it has no stake in. It’s true that Washington has provided weapons
and intelligence to Ukraine, but a defeat of Ukraine does not fundamentally
threaten the U.S. itself or Europe. If Russia cannot defeat Ukraine, it will
not defeat NATO.
And if we concede that Putin did, in
fact, “embarrass” Trump, that’s no consolation for Russian citizens whose
economic conditions will likely decline if the U.S. makes good on its economic
threats. Trump will be president for a little more than three more years. Can
we say the same about Putin?
The problem with the media is that
historically they have been obsessed with personalities, not with nations.
Trump may have been embarrassed, but the U.S. is fine, geopolitically speaking.
Russia, on the other hand, is bleeding, with no end in sight. It may have
scored a great victory in Alaska, but it is still losing the war. Russia’s
position reminds me of the U.S. position in the Vietnam War. The U.S. could not
win, but it could not leave until it became too untenable to stay.
I’m not going to forecast how I think
this is going to play out. But I am going to say that if Trump’s ace up his
sleeve is actual, effective sanctions, coupled with the threat of EU NATO
troops entering Ukraine, what’s Putin going to do?
Trump will be in office for the next 3
years — I cannot now say the same for Putin.
Pray.
Train.
Stay
Informed.
Build
Resilient Communities.
—END
REPORT
GATHERING
STORM BRIEF 18 AUGUST 2025
PROTESTS
IN MANHATTAN
Thousands
of anti-Israel demonstrators reportedly flooded midtown Manhattan Saturday
afternoon, calling for a "global intifada," a slogan many view as an
incitement to violence against Jewish communities.
The
Stand with Gaza protesters, carrying signs seeking to "end all aid to
Israel," clanged cowbells while chanting "free, free Palestine"
and "Palestine will live forever."
Since
the Oct. 7, 2023, terror attack by Hamas in southern Israel, the phrase
"globalize the intifada" has been referred to as a call for
antisemitic violence.
Why It
Matters:
•
Intifada (Arabic: انتفاضة, romanized: intifāḍah) is an Arabic word for a rebellion or uprising, or a
resistance movement.
•
Rebellion. Revolt. These terms all describe a resistance against authority,
similar to the nature of an intifada.
•
Zohran Mamdani is a dual citizen of Uganda and the United States; he was
naturalized in the latter country in 2018. He is Shia Muslim and identifies
with the Twelver branch. He is currently a mayoral candidate for New York City.
U.S.
STATE DEPT ON GAZANS & VISAS
The
State Department announced on Saturday that it was halting all visitor visas to
individuals from Gaza while it reviews the issuing process.
All
visitor visas for individuals from Gaza are being stopped while we conduct a
full and thorough review of the process and procedures used to issue a small
number of temporary medical-humanitarian visas in recent days," a post on
X from the State Department read.
Neither
the State Department nor Secretary of State Marco Rubio commented on what
triggered the sudden review.
Why It
Matters:
In
June, the Trump administration began cracking down on vetting for visa
applicants. This involved the introduction of a "comprehensive and
thorough" review of all applicants' "online presence."
"Every
visa adjudication is a national security decision. The United States must be
vigilant during the visa issuance process to ensure that those applying for
admission into the United States do not intend to harm Americans and our
national interests, and that all applicants credibly establish their
eligibility for the visa sought, including that they intend to engage in
activities consistent with the terms for their admission," the State
Department said at the time.
GZB
INFOCUS: ISRAEL & GAZA
•
Hamas's terrorist leadership has demonstrated unequivocally it has no interest
in agreeing to a ceasefire in Gaza.
• One
of the main sticking points in the Qatar talks was Hamas's insistence that it
remains in control of Gaza, despite a number of Arab states issuing a joint
declaration for the terrorist organization to disband and hand over its weapons
to the Palestinian Authority.
•
Hamas's terrorist leadership was encouraged to adopt this hard-line position
after a succession of naive Western leaders announced their intention to recognize
a Palestinian state at next month's meeting of the UN Security Council, even
though there is actually no such Palestinian state in existence.
• The
pitfalls of this completely unnecessary diplomatic grandstanding, which may
well effectively cause the murder of the remaining 50 hostages who might still
to be alive, were clearly evident when Hamas responded to Starmer's pledge by
publicly hailing it as a "victory."
• It
is unclear how recognizing a terrorist state committed to obliterating its neighbor
will bring about any kind of "peace."
• US
Ambassador to Israel Mike Huckabee, alluding to the novel Frankenstein,
responded to Macron's declaration: "Macron's unilateral 'declaration' of a
'Palestinian' state didn't say WHERE it would be. I can now exclusively
disclose that France will offer the French Riviera & the new nation will be
called 'Franc-en-Stine.'"
•
Hamas's intransigence has left Netanyahu with little option but to maintain
military operations in Gaza until Israel has achieved its ultimate objective in
the war -- namely the complete destruction of the terrorist organization’s
military and political infrastructure in Gaza.
Pray.
Train.
Stay
informed.
Build
resilient communities.
— END
REPORT
GRAY
ZONE BRIEF 16 AUGUST 2025
The
Gathering Storm Community Threat Picture: August 9, 2025
FBI
ARRESTS MAN RADICALIZED NY ISIS
• Mark
Lorenzo Villanueva, a 28-year-old lawful permanent resident from the
Philippines residing in Long Beach, Calif., was arrested and charged with
attempting to provide material support to ISIS, a felony that carries a maximum
sentence of 20 years in federal prison.
•
Villanueva allegedly sent 12 payments totaling $1,615 over five months to two
intermediaries who accessed the funds overseas, with intentions to support ISIS
fighters’ activities, including equipment and weapons.
•
Villanueva used social media to communicate with two individuals claiming to be
ISIS fighters, expressing his desire to join and fight for ISIS, stating, “It’s
an honor to fight and die for our faith. It’s the best way to go to heaven.”
•
During the arrest, FBI agents recovered from Villanueva’s bedroom what appeared
to be a homemade bomb, loaded with ball bearings and wrapped in cellophane with
red and black wires, along with knives.
DHS
HAS BEEN FUNDING TERRORISM: NEW REPORT
July
21, 2025
The
Middle East Forum just released a report documenting $25 million in Department
of Homeland Security (DHS) funding that went to terror-supporting groups
associated with Hamas, Hezbollah, the Muslim Brotherhood, and the Islamic
Republic of Iran.
Executive
Summary
This
Middle East Forum (MEF) report analyzes Department of Homeland Security (DHS)
grants awarded to terror-linked and extremist organizations. According to this
study, DHS authorized (https://meforumm-my.sharepoint.com/:x:/g/personal/stanley_meforum_org/ETid4hb5EJpFohgde1JZ3O8B8II5JavAEBVO_fkHVsbyTA?rtime=T18Z7JfI3Ug
over $25 million between 2013 and 2023
to radical groups, many with documented links to foreign terrorist
organizations.
The
funding was distributed through three DHS spending programs, with the majority
originating from the Federal Emergency Management Administration (FEMA). Based
on this review, DHS grant beneficiaries seemingly share a common ideological
heritage with groups like the Taliban, the Islamic State in Iraq and Syria
(ISIS), Hamas, and the Islamic Republic of Iran.
The
DHS grants that are the focus of this study were intended for nonprofit
security, disaster relief, and countering violent extremism programs. These
grants were awarded to mosques, Islamic schools, charities, civil rights
nonprofits, and political advocacy groups. According to this study, an alarming
number of these Islamic institutions display signs of religious extremism, with
many linked to international terrorist groups, Islamist regimes, and foreign
extremist movements.
Key
Findings:
•
Between 2013 and 2023, DHS allocated a total of $25,070,511.74 was allocated to
organizations identified as having ideological links to Islamist sects and
foreign extremist movements.
•
Grants were issued to groups connected to the Muslim Brotherhood (https://web.archive.org/web/20240416132455/https:/www.chicagotribune.com/2004/09/19/a-rare-look-at-secretive-brotherhood-in-america/),
Hezbollah (https://www.middleeasteye.net/news/hezbollah-question-hangs-over-lebanese-voting-us),
Jamaat-e-Islami (https://www.meforum.org/islamist-watch/catalogue-of-icna-links-to-jamaat-e-islami),
the Nation of Islam, (https://thenationsmosque.org/about/) and the
Islamic Republic of Iran (https://www.state.gov/state-sponsors-of-terrorism/).
DHS grants funded organizations whose leaders have expressed antisemitic views,
support for terrorist groups, and calls for violence against the West and
Israel. Several recipients, such as Dar al-Hijrah and the Islamic Center of San
Diego, have documented histories of hosting terrorists (https://www.kpbs.org/news/midday-edition/2011/09/06/retracing-story-911-hijackers-san-diego),
including 9/11 hijackers (https://ctc.westpoint.edu/anwar-al-awlaqi-profile-of-a-jihadi-radicalizer/).
• DHS
allocated $750,000 to mosques suspected of operating on behalf of the Islamic
Republic of Iran or its proxies, including the Islamic Center of America (https://www.memri.org/jttm/islamic-center-america-held-memorial-service-hizbullah-operative)
and the Islamic House of Wisdom (https://www.memri.org/reports/dearborn-heights-michigan-islamic-scholar-hussain-al-nashed-says-irans-islamic-revolution)
near Detroit, Michigan, and the Islamic Ahlul Bayt Association (https://www.meforum.org/fwi/fwi-research/texas-state-government-gives-13-million-to-islamist-mosques-and-community-groups#islamic-ahlul-bayt-association-2)
in Austin, Texas. Iran faces strict sanctions as a U.S.-designated state
sponsor of terrorism, raising serious concerns over the funding of potential
foreign-controlled religious institutions.
• The
Islamic Circle of North America (ICNA) Relief received the largest
appropriations, totaling $10,346,248 in disaster relief funding despite its
ties to Jamaat-e-Islami (https://www.meforum.org/islamist-watch/catalogue-of-icna-links-to-jamaat-e-islami),
a South Asian Islamist movement involved in a 1971 genocide (https://www.aei.org/op-eds/designate-bangladeshs-jamaat-e-islami-as-a-foreign-terrorist-organization/)
against secular intellectuals in Bangladesh that killed up to 3 million people.
Jamaat-e-Islami’s militant wing, Hizbul Mujahideen (https://uplopen.com/reader/chapters/pdf/10.1515/9783839475478-039),
is a U.S.-designated terrorist organization (https://in.usembassy.gov/state-department-terrorist-designation-hizbul-mujahideen/).
• A
significant portion of DHS spending is allocated through FEMA under the
Nonprofit Security Grant Program (https://www.fema.gov/grants/preparedness/nonprofit-security)
(NSGP), which grants money to religious nonprofits for physical security
improvements. These funds are not just available to houses of worship, which
are historically vulnerable to mass shootings and hate crimes, but to extremist
political advocacy groups and charities.
• DHS
has allocated $3,375,266 in Countering Violent Extremism (https://meforumm.sharepoint.com/:b:/g/ESxLJcGZmkZGi_KVRsRJgF0BFuJtC3olcIxPXrejBfTJ_w?e=5yTF3s)
(CVE) funding to radical organizations. Islamist groups that instigate
political violence through dehumanizing or supremacist rhetoric have not only
received millions of dollars in DHS funding to help fight extremism; these
groups helped establish and shape the government’s deradicalization program (https://meforumm.sharepoint.com/:b:/g/ESxLJcGZmkZGi_KVRsRJgF0BFuJtC3olcIxPXrejBfTJ_w?e=wYNTU5).
This
study highlights serious concerns regarding the allocation of federal Homeland
Security funds to terror-linked groups and extremists. While these grants were
authorized for seemingly benign purposes—security, counter-extremism, and
disaster relief—the beneficiaries’ ties to designated terrorist entities and
violent Islamist movements raise urgent questions about oversight and
accountability in DHS funding programs.
Examples:
Al Furqaan Foundation
The Al
Furqaan Foundation (https://furqaan.org/)
“was established in 2003 with the mission to deliver the message of the Quran
to every individual in America.” Based in Illinois, Al Furqaan operates a
conglomerate of mosques, education initiatives, bookstores, missionary
programs, and even a private K-12 school (https://www.furqaanacademy.org/).
In 2022, the foundation was allocated (https://meforumm-my.sharepoint.com/:x:/g/personal/stanley_meforum_org/ETid4hb5EJpFohgde1JZ3O8B8II5JavAEBVO_fkHVsbyTA?e=kODOMt&wdLOR=c2ED79AD7-F8FE-428D-AE89-2AC36589D3D3)$247,013
in a pair of DHS security grants.
In
addition to the federal government, Al Furqaan collects money from at least one
foreign government source: Qatar, a gas-rich Gulf emirate known for propagating
Islamism (https://www.meforum.org/fwi/fwi-news/qatar-continues-to-support-islamism-abroad-germanys-bungling-response)
around the world. In March 2022, a
Focus
on Western Islamism report (https://islamism.news/research/investigations/qatar-subsidizing-radicalization-threat-in-u-s-prisons/)
from MEF revealed how the RAF Foundation in Doha granted Al Furqaan a shipment
of Qurans valued at $1.6 million. These Islamic texts may have been intended
for distribution in U.S. prisons, where Al Furqaan runs a sophisticated
missionary and chaplaincyprogram (https://islamism.news/research/investigations/qatar-subsidizing-radicalization-threat-in-u-s-prisons/).
Al Furqaan’s goal is to distribute “the Message of the Quran” to “every
non-Muslim man, woman, and child in America” and “to reach every prison in
America.”
Qatar’s
ruling Al Thani family runs the RAF Foundation, an Al-Qaeda-linked charity
whose “members,” according to the Counter-Extremism Project, are connected to
“internationally sanctioned individuals” accused (https://www.counterextremism.com/sites/default/files/2021-06/Qatar%2520Money%2520and%2520Terror_060421.pdf)
of funneling money to U.S.-designated terrorist groups in Somalia and Syria,
despite the Qatari government denying such aid.
Sheikh
Omar Baloch, once listed as a scholar-in-residence (https://web.archive.org/web/20210227035221/https:/www.mehdi-institute.com/)
at Al Furqaan Foundation, has a history of promoting conspiratorial and
inflammatory rhetoric. He has falsely claimed (https://www.jns.org/israel-created-and-controls-isis-says-chicago-islamic-scholar/)
that ISIS operates in regions “running a Zionist agenda for Greater Israel,”
echoing antisemitic conspiracy theories that blame Jews for global instability.
Baloch has also suggested t (https://www.meforum.org/islamist-warns-muslims-to-arm-themselves)hat
Jews were responsible for the 9/11 terrorist attacks, a claim frequently used
by extremists to deflect blame from Islamist terrorists. Delivering a Friday
sermon (https://www.memri.org/tv/american-islamic-scholar-omar-baloch-israel-disorder-world-behest-bankers-world-war-iii)
in 2024 at the affiliated Masjid Al Furqaan in Chicago, Baloch said that
“whatever Israel is doing today must also involve the bankers.”
Council
on American-Islamic Relations (CAIR)
The
Council on American-Islamic Relations (CAIR) presents itself (https://www.cair.com/civil_rights/cair-civil-rights/)
as a Muslim civil rights organization, but its track record tells a different
story. Founded (https://www.investigativeproject.org/621/cair-exposed-part-1-cair-origins)
by individuals linked to the Islamic Association for Palestine (IAP), a known
propaganda arm of Hamas, CAIR has long been dogged by allegations of extremist
connections. Federal prosecutors named (https://www.meforum.org/reconsider-cair-status?)
CAIR an unindicted co-conspirator in the 2008 Holy Land Foundation trial, the
largest terrorism financing case in U.S. history. That same year, the FBI
severed ties (https://oig.justice.gov/reports/2013/e0707r-summary.pdf)
with the group, citing concerns over its relationship with Hamas.
Despite
this, CAIR has continued to receive substantial government funding. Records
show that the organization was appropriated (https://meforumm-my.sharepoint.com/:x:/g/personal/stanley_meforum_org/ETid4hb5EJpFohgde1JZ3O8B8II5JavAEBVO_fkHVsbyTA?e=kODOMt&wdLOR=c2ED79AD7-F8FE-428D-AE89-2AC36589D3D3)
a total of $245,324 in DHS security grants to its national office in
Washington, D.C., as well as CAIR branches in Florida and Los Angeles.
In
July 2014, CAIR-Florida co-sponsored (https://imgur.com/2tjT5iX)
an anti-Israel protest outside the Israeli Consulate in Miami, where
demonstrators repeatedly chanted (https://legalinsurrection.com/2014/07/miami-anti-israel-rally-jews-remember-khaybar-the-army-of-muhammad-is-returning/),
“We are Hamas,” “Let’s go Hamas,” and “Hamas kicked your ass.” Hussam Ayloush,
the director of CAIR-Los Angeles, is known for his antisemitic screeds, such as
comparing (https://www.jns.org/cairs-los-angeles-leader-israel-does-not-have-right-to-defend-itself/)
Israel to “Nazi Germany” and claiming that the country “does not have the right
to defend itself.”
In
recent months, these federally-funded CAIR chapters have found themselves
increasingly shut out from government partnerships. In December 2023, the White
House publicly disavowed (https://www.nytimes.com/2023/12/08/us/politics/white-house-cair-nihad-awad.html)
CAIR after the group’s founder and longtime director Nihad Awad was recorded
saying that he “was happy to see” the October 7 terrorist attacks in Israel.
Two months later, the Florida House (https://www.meforum.org/florida-house-passes-bill-slamming-hamas-linked)passed
a resolution urging all state and local agencies to suspend contact with CAIR,
joining legislatures in Arkansas (https://arkleg.state.ar.us/Home/FTPDocument?path=/Bills/2019R/Public/HR1006.pdf)
and Louisiana that passed similar measures. In California, CAIR went unlisted
for the first time from an annual resolution (https://www.meforum.org/islamist-organizations-stripped-from-california)
commemorating Muslim American achievements, reflecting mounting disillusionment
with the group’s extremist rhetoric and terrorism links.
CAIR’s
notoriety extends to the international community. In 2014, the United Arab
Emirates formally designated (https://www.foxnews.com/us/us-group-cair-named-terrorist-organization-by-united-arab-emirates)
CAIR as a terrorist organization, grouping it alongside Al-Qaeda, ISIS, and the
Taliban. At least seven CAIR officials (https://www.meforum.org/is-cair-a-terror-group-4899)
have been arrested, convicted, or deported for terrorism-related crimes.
Ghassan Elashi, a former CAIR-Texas board member, is serving out a 65-year
sentence (https://www.justice.gov/archives/opa/pr/federal-judge-hands-downs-sentences-holy-land-foundation-case)
for funneling $12 million to Hamas.
Most
recently, the nonpartisan Intelligent Advocacy Network filed a complaint (https://img1.wsimg.com/blobby/go/5c6132a7-a4c3-4713-8512-6ffec7715f01/downloads/6929598e-6274-433b-bb6b-fabf938bca29/IAN%2520FINAL%2520COMPLAINT%25203.13.25.pdf?ver=1742197765916)
with the Department of Justice alleging that CAIR-California misappropriated
$7.2 million in taxpayer funds intended for refugee resettlement. Weeks
earlier, CAIR settled a lawsuit (https://nypost.com/2025/02/28/us-news/hamas-linked-organization-cair-inc-wont-reveal-where-their-funding-is-coming-from/)
brought by a former employee after a judge ruled that the nonprofit must reveal
its sources of foreign funding.
In
upcoming briefs, GZB will highlight where the HQs, compounds and mosques of
these radical Islamist organizations are located — they are all over the U.S.
Americans have a right to know where threats exist.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END
REPORT
GATHERING
STORM INTEL BRIEF 15 AUGUST 2025
THE
STATS/FACTS ABOUT JIHADIST/SALAFIST TERRORISM
1:
Between 1979 and April 2024, we recorded 66,872 Islamist attacks worldwide.
These attacks caused the deaths of at least 249,941 people.
·
1979-2000: 2,194 attacks and 6,817
deaths.
·
2001-2012: 8,265 attacks and 38,187
deaths.
·
2013-April 2024: 56,413 attacks and
204,937 deaths. Islamist attacks around the world are more numerous today than
ever before.
2: On
average, an Islamist attack caused the deaths of 3.7 people.
·
1979-2000: an attack killed an
average of 3.1 people.
·
2001-2012: an attack killed an
average of 4.6 people.
·
2013-April 2024: an attack killed an
average of 3.6 people.
3:
Firearms were the most used weapons (26,925), followed closely by explosives
(25,832), melee weapons such as knives or machetes (2,479) and incendiary
weapons (1,162).
4: The
Middle East and North Africa, South Asia and Sub-Saharan Africa accounted for
96.7% of Islamist attacks between 1979 and April 2024.
South
Asia: 31.2% of attacks, 33.7% of deaths.
Middle
East and North Africa: 30.4% of attacks, 33% of deaths.
Sub-Saharan
Africa : 35.2% of attacks, 30.1% of deaths.
Southeast
Asia: 2.6% of attacks, 1.1% of deaths.
Europe
and Russia: 0.4% of attacks, 0.7% of deaths.
North
America: 0.1% of attacks, 1.3% of deaths.
Oceania:
0.01% of attacks, 0.005% of deaths.
South
America: 0.004% of attacks, 0.05% of deaths.
5:
Within the European Union, France was the country most affected by Islamist
terrorism, with 85 attacks committed on its soil between 1979 and April
2024.
At least 334 people were killed in these attacks.
·
1979-2000: 24 attacks, 32 deaths.
·
2001-2012: 8 attacks, 8 deaths.
·
2013-April 2024: 53 attacks, 294
deaths.
6:
Afghanistan was the country most affected by Islamist terrorism, ahead of
Somalia and Iraq.
The
countries most affected by Islamist terrorism are Afghanistan (17,075 attacks),
Somalia (10,768 attacks), Iraq (8,209 attacks), Nigeria (3,950 attacks), Syria
(3,421), Pakistan (2,635), Mali (2,289 attacks), Israel (1,748 attacks), Yemen
(1,657 attacks), Algeria (1,387 attacks), Egypt (1,367 attacks), Mozambique
(1,302 attacks) and Cameroon (1,230 attacks).
In
these thirteen countries, 218,734 deaths were caused by Islamist terrorist
attacks, representing 87.5% of the total number of deaths worldwide.
7: The
indirect confrontation in Afghanistan between the American and Soviet powers is
one of the major causes of Islamist violence of the 21st century.
The
United States and Russia have also been hit by jihadist terrorism. During the
period 1979-April 2024, there were 60 attacks in the United States and 3,121
deaths, and 86 attacks in Russia, resulting in 988 deaths.
8: The
military is the main target (34%) of Islamist terrorists, ahead of civilians
(27.7%) and police forces (15.3%).
1979-2000:
military (343 attacks, 15.6%), civilians (530 attacks, 24.1%), police forces
(408 attacks, 18.6%).
2001-2012:
military (1,410 attacks, 17.1%), civilians (2,506 attacks, 30.3%), police
forces (1,424, 17.2%).
2013-April
2024 : military (20,556 attacks, 37.2%), civilians (15,111 attacks, 27.4%),
police forces (8,217 attacks, 14.9%).
9:
Most (86.3%) of Islamist terrorist attacks have occurred in Muslim countries.
Similarly,
the vast majority of deaths from Islamist terrorist attacks (88.9%) occurred in
Muslim
countries.
Number
of Islamist terrorist attacks in Muslim countries: 57,726 attacks (86.3% of
Islamist terrorist attacks worldwide).
Number
of deaths caused by Islamist terrorist attacks in Muslim countries:
222,236
deaths (88.9% of deaths caused by Islamist terrorist attacks worldwide).
It
should be noted that these figures underestimate the reality since they do not
take into account the Islamist terrorist attacks perpetrated in countries with
a non-Muslim
majority
where Muslim populations are concentrated in certain provinces.
This
is the case, for example, in southern Thailand, where Muslims are in the
majority in the provinces of Satun, Yala, Pattani and Narathiwat, but also in
the Philippines, in the region of Mindanao; in India, in the province of Jammu
and Kashmir; and in China, in the Uyghur autonomous region of Xinjiang.
10:
Over the entire period of time studied here, the Taliban was the deadliest
group. Its terrorist actions resulted in the deaths of 71,965 people.
The
deadliest terrorist organizations, taking into account their various offshoots,
were the Taliban (71,965 deaths), the Islamic State group (69,641 deaths), Boko
Haram (26,081 deaths), Al Shabaab (21,784 deaths), and al Qaeda (14,856
deaths).
These
five terrorist groups were responsible for more than three-quarters (81.8%) of
the victims of Islamist terrorist attacks between 1979 and April 2024.
Conclusions
American
citizens are not prepared for upcoming Oct. 7th style attacks.
We
have not seen the same level of violence on U.S. soil from Jihadists (with the
exception of 9-11) that the Middle Eastern, African, Southeast Asian and
European countries have.
Most
Americans have no basic medical skills, no communications training and very
little self defense or actual firearms training.
More
importantly, most Americans are not engaged with the community they live in and
have no emergency response training , CERT or FEMA training, or stress
inoculation training.
Pray.
Train.
Stay
informed.
Build resilient communities.
— END
REPORT
THE
GATHERING STORM BRIEF 14 AUGUST 2025
THE
SILENCE BEFORE THE STORM — by SARAH ADAMS
Why
hasn’t the @DHSgov (https://x.com/DHSgov)
@Sec_Noem
(https://x.com/Sec_Noem) issued a National
Terrorism Advisory System (NTAS) bulletin for al-Qaeda’s upcoming U.S. homeland
plot?
The
plotting which is now well into the operational phase began in 2022. AQAP
released a video in December 2023 teasing the operation and even recently the
head of AQAP, Sa'ad bin Atef al-Awlaki, was given a $20 million bounty—guess
why. Throughout 2024, we provided multiple detailed reports on the plot to the
government—down the names of operational ground commanders and details on the
invisible bomb; a bomb @FBI (https://x.com/FBI)
swept under the rug never disseminating the specific details provided to them.
In
February 2025, we handed the new administration our entire investigation, and
soon after our best piece of physical evidence that proves a plot. Yet DHS’s
NTAS remains silent. No terrorism bulletin to states. No actionable guidance to
communities and the public. No directives to the aviation industry for
heightened security @TSA (https://x.com/TSA) is not enabling our Federal
Air Marshals to win and worse is loosening screening standards, including
ending the requirement to remove shoes, even as al-Qaeda’s aviation plot moves
fast forward with the goal to take down a dozen airliners using suicide
bombers.
Meanwhile,
the @CIA (https://x.com/CIA) is actively and
aggressively suppressing reporting that this plot is being directed by al-Qaeda
from Afghanistan under Taliban protection—because admitting it would expose
their own compromised relationship with the Taliban. They are intentionally
ignoring ground truth and life-saving facts to protect themselves, not the
public, @CIADirector (https://x.com/CIADirector).
Heck, the new-age equivalent of 9/11’s “20th hijacker,” Faraj al-Hamasi, was
caught in Germany ahead of the upcoming homeland plot—a development that should
have been a huge counterterrorism win. Instead, has anything been done since
his arrest to actually thwart it or even his network here? NO!
This
current failure falls squarely at the hands of the CIA. DHS and @ODNIgov (https://x.com/ODNIgov) was created after 9/11
to prevent exactly this. Instead, the agencies responsible for warning the
public are playing politics with security.
·
States should be running drills.
·
Communities should be reviewing
emergency plans.
·
Families should be training on stop
the bleeding.
·
Travelers should be informed and
vigilant. But without a warning, not enough of that is happening.
You
don’t wait until after the attack to start talking. You warn. You prepare. You
protect. The American people deserve more than silence — and they deserve the
truth.
TORONTO
FILM FESTIVAL
Toronto
Film Fest has cut the Oct. 7 doc because Hamas didn’t give footage permission. Hamas
filmed its members raping, assaulting and kidnapping Jews on Oct. 7, including
the abduction of Yaffa Adar, 85. Now the Toronto Film Festival has canceled the
screening of a documentary about the attacks. "The Road Between Us."
because it contains such footage - and fest organizers shockingly claim the
terror group owns the copyright to the footage. Oh, Canada…
HAMAS
& AL-JAZEERA
Anas
al-Sharif, the Palestinian "journalist" who was killed by the Israel
Defense Forces (IDF) this week, never concealed his affiliation with the
Iran-backed Hamas terror group. Before and after his death, photos of al-Sharif
continually socializing with top Hamas leaders appeared on social media
platforms. Al-Sharif was also known for his public support for terrorism
against Israel.
The
television network al-Sharif worked for, Al-Jazeera (Arabic), has always served
as the official mouthpiece of the Muslim Brotherhood organization and its
affiliates, including Hamas.
Al
Jazeera is owned by the government of Qatar, the Gulf state that has long been
endorsing the Muslim Brotherhood and providing shelter for the leaders of
Hamas.
Why It
Matters:
• The
IDF has disclosed intelligence information and countless documents found in
Gaza confirming the military affiliation of six Al-Jazeera journalists with
Hamas and Palestinian Islamic Jihad.... The documents provide unequivocal
proof... of the integration of Hamas terrorists within Qatar's Al- Jazeera
media network.
•
Al-Jazeera (Arabic) is not — and never was — a real news organization. Since
its founding, the television network has been promoting radical Islam and
glorifying terrorism against Israel.
• As
such, Al-Jazeera, like the Muslim Brotherhood, should be designated a Foreign
Terrorist Organization.
U.S.
TAXPAYERS STILL FUNDING TERRORISM IN AFGHANISTAN
A new
Pentagon IG report reveals that while "the Taliban continue to allow
al-Qaeda to find safe haven in Afghanistan and to provide them with funding and
weapons," the Taliban is diverting as much as 70% of USAID humanitarian
funds + other assistance to the Afghans.
An
Afghan NGO official told (the IG) he was aware of food being diverted to
Taliban religious schools and military camps where al-Qaeda trained. He also
said that he was on the run from the Taliban for documenting this diversion of
aid.
Why It
Matters:
Over
2,600 NGOs operate in Afghanistan, each approved, vetted, and licensed by the
Taliban. They buy from Taliban vendors, hire Taliban members, and funnel aid to
the Taliban. $17 - 21 Billion US Taxpayer Dollars for the last 6 years and
counting with NO RESOLVE. The Bill is sitting in the Senate waiting to still to
be Voted on. They have been funded and trained in Afghanistan and now they’re
her on US Soil in operational stage. Stay Vigilant out there.
AUGUST
13, 2025 COURT RULING
President
Trump has won a court ruling allowing him to withhold billions of dollars in
foreign aid if he chooses.
Why It
Matters:
The
court's ruling empowers Trump to target inefficient foreign aid, potentially
saving billions from wasteful programs that often benefit corrupt regimes or
adversaries. While some analyses warn of reduced influence (e.g., vacuums
filled by China/Russia), others argue reforms curb instability and refocus on
US interests, ultimately benefiting Americans.
Pray.
Train.
Stay
informed.
Build
resilient communities.
- END REPORT –
GATHERING
STORM COMMUNITY BRIEF 12 AUGUST 2025
Recently,
a group of analysts from the Gathering Storm Community have tasked themselves
with the possibility of upcoming terror attacks in September 11th, 2025 — and
October 7, 2025. We are currently collecting information and will be sifting
through and analyzing data to present you the reader, the best threat picture
we can produce through OSINT (Open Source Intelligence). Between now and those
dates, our focus will be to find and verify as much as we can and disseminate
that information. We feel that taking into consideration, all the best Intel
over the past year regarding terror attacks has pointed to a high likelihood of
multiple events occuring, that it would be prudent at this juncture to share
and inform.
30,000
ft. View
Terrorist
attacks, including those motivated by Islamist extremism, often show a tendency
to be planned around specific dates that hold symbolic or religious
significance for the perpetrators. These dates can be anniversaries of past
events, religious holidays, or other dates deemed significant by the group.
Examples
of patterns:
•
Anniversaries:
Terrorists may choose to attack on the
anniversary of a past event, such as the 1995 Oklahoma City bombing (April 19)
or the 2001 9/11 attacks (September 11).
•
Religious holidays:
Some groups may target specific
religious holidays or festivals, either to disrupt religious observances or to
inflict maximum casualties during times of increased gatherings.
•
Political events:
Terrorist attacks can also be timed to
coincide with significant political events, such as elections or international
summits, to maximize media attention and impact.
•
Specific numbers:
Certain numbers can hold symbolic
meaning for terrorist groups. For example, the number 19 has been associated
with the 9/11 attacks.
•
Geographic targeting:
Groups may also target specific
locations based on historical or political significance, such as targeting
European cities on the anniversary of past attacks or striking at symbolic
locations within their country of operation.
Important
considerations:
• Not
all attacks follow these patterns:
While
some attacks are clearly planned around specific dates, many others appear to
be opportunistic or based on other strategic considerations.
•
Intelligence gathering:
Identifying and understanding these
patterns is crucial for intelligence and security agencies as it can help them
anticipate and prevent future attacks.
•
Context is key:
It is important to analyze the
specific context of each attack, including the group's ideology, motivations,
and capabilities, to understand the full range of factors that may have
influenced the choice of date.
In
summary, while not a strict rule, terrorists often choose attack dates based on
symbolic, religious, or political significance, making it important to monitor
these patterns for security purposes.
Specific
dates of concern in 2025 are:
·
Sept 11th, 2025
· October 7th, 2025
Pray
Train
Stay
informed
Build
resilient communities
— END
REPORT
GRAY
ZONE BRIEF 11 AUGUST 2025
ISRAEL
& HAMAS
Developments
in Israel and Lebanon
Hamas
and Hezbollah remain defiant.
Closer
to escalation. Israel’s security cabinet has approved Prime Minister Benjamin
Netanyahu’s plan for defeating Hamas and ending the war. The proposal involves
disarming Hamas, returning all remaining hostages, demilitarizing Gaza, taking
control of the strip and establishing a civilian administration that is not
Hamas or the Palestinian Authority. Under the plan, Israel will complete the
evacuation of Gaza City by Oct. 7 and then occupy it. According to satellite
images, the Israeli military has already begun to mass forces and equipment
that Israel’s intention is to hand over control of the territory to Arab
forces, who would then be expected to ensure Israel’s security and decent
living conditions for the residents of the strip. Hamas said it would reject
any force linked to Israel entrusted with governing Gaza.
LEBANON
& HEZBOLLAH
Beirut
moves ahead. In a Cabinet meeting on Thursday, the Lebanese government approved
a U.S. proposal that would lead to the disarmament of Hezbollah. Ministers from
Hezbollah and the allied Amal movement walked out of the meeting in response to
the decision. The plan would see the transfer of all weapons in the country to
state control, the withdrawal of Israeli troops from their remaining positions
in southern Lebanon and the launch of a large-scale program to rebuild the
country.
RUSSO-UKRAINE
WAR
Pragmatic
approach. Ukrainian President Volodymyr Zelenskyy has reportedly told European
leaders that he’s ready to agree to a ceasefire along the current frontlines
but that Kyiv will not recognize the areas occupied by Russia as Russian
territory. The Ukrainian constitution does not allow the president or
parliament to unilaterally make changes to the country’s territorial
boundaries. Zelenskyy has reportedly acknowledged that recapture of the
occupied areas through military means is impossible and that a diplomatic
solution is therefore necessary.
THE
KREMLIN’S REACTION
Putin's
debrief. Russian President Vladimir Putin spoke separately with his
counterparts from Belarus and China about his recent talks with U.S. special
envoy Steve Witkoff and plans to meet with U.S. President Donald Trump. He also
held calls on the same matter with the leaders of Uzbekistan and Kazakhstan.
RUSSIAN
ECONOMY
Russian
shortfall. Russia’s federal budget deficit in January-July exceeded the
government's projected deficit for the entire year In the first seven months of
2025, it totaled 4.9 trillion rubles ($61 billion), or 2.2 percent of gross
domestic product, increasing by 1.2 trillion rubles in July alone. The
shortfall is partly a result of lower-than-expected oil and gas revenues, which
fell by 18.5 percent compared to the same period last year. Meanwhile, Russia’s
construction industry is growing driven largely by state-funded infrastructure
projects.
U.S.
TARIFFS ON INDIA
Fallout.
India is reportedly pausing planned purchases of U.S. weapons and aircraft
after U.S. President Donald Trump said recently that he would raise tariffs on
Indian imports to 50 percent. The purchases, which were set to be announced
during Defense Minister Rajnath Singh’s now-canceled visit to Washington in the
coming weeks, included Stryker combat vehicles, Javelin missiles and six Boeing
P8I reconnaissance planes.
APPLE
& SAMSUNG
Unexpected
partnership. Samsung Electronics will produce chips for iPhones, made by its
main smartphone competitor Apple at its factory in Austin, Texas. The
partnership is part of Apple’s American Manufacturing Program, a $600 billion
commitment to support U.S. production and boost supply chain resilience over
the next four years. According to Apple, the two companies will also launch an
“innovative new technology for making chips” at the same plant in Austin.
KHAZAKSTAN
NUCLEAR POWER PLANT
Nuclear
plans. Kazakhstan has begun construction (on its first nuclear power plant in
the southeastern village of Ulken. It is expected to cost up to $15 billion,
with an additional $1 billion allocated for related social projects. Russian
state atomic energy firm Rosatom has been contracted to build the facility.
Kazakhstan plans to construct three nuclear plants in total; a Chinese company
will lead construction of the other two.
TURKEY
& SENEGAL
Turkish
influence. Turkey and Senegal signed four cooperation agreements during
Senegalese Prime Minister Ousmane Sonko’s visit to Ankara on Thursday. The
deals relate to defense, media and education.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END
REPORT
GRAY
ZONE BRIEF 10 AUGUST 2025
GZB
INFOCUS:
The
Space Race To Build a Nuclear Reactor On The Moon
Earlier
this week, NASA Administrator Sean Duffy revealed an ambitious goal: He wants
the U.S. to build a nuclear reactor on the Moon by 2030. He described it as a
way to one-up China, which had outlined plans to construct a lunar nuclear
reactor by 2035.
But
what purpose would the reactor serve? And is putting one on the Moon even
legal?
Michelle
L.D. Hanlon, a space lawyer at the University of Mississippi, explains how a
decades-old United Nations resolution gives countries the green light to build
one on the Moon. In fact, NASA has been working on the science of constructing
a lunar reactor with the Department of Energy for years, so the idea isn’t new.
But it isn’t just about having a power source for a lunar base. Being the first
to break ground is a big deal.
Space
law – much of which originates from a 1967 U.N. treaty – can be a little fuzzy.
Technically, nobody can make a territorial claim on the Moon. However,
countries do have to give each other some personal space. Putting up a
permanent structure like a nuclear reactor would effectively give its owner
clear, legally defensible access to that area. On the Moon, where the prime
spots to build a lunar base are all concentrated in one region, this is huge.
As
Hanlon puts it: “The future of the Moon won’t be determined by who plants the
most flags. It will be determined by who builds what, and how. Nuclear power
may be essential for that future.”
Nuclear
reactors in space may sound like something out of science fiction, but they are
likely to prove important for powering long-term space missions.
In
April 2025, China reportedly unveiled plans to build a nuclear power plant on
the Moon by 2035. This plant would support its planned international lunar
research station in August, when acting NASA Administrator Sean Duffy
reportedly suggested a U.S. reactor would be operational on the Moon by 2030.
While
it might feel like a sudden sprint, this isn’t exactly breaking news. NASA and
the Department of Energy have spent years quietly developing small nuclear
power systems (https://www.nasa.gov/space-technology-mission-directorate/tdm/fission-surface-power/)
to power lunar bases, mining operations and long-term habitats.
As a
space lawyer (https://law.olemiss.edu/faculty-directory/michelle-hanlon/)
focused on long-term human advancement into space, I see this not as an arms
race but as a strategic infrastructure race. And in this case, infrastructure
is influence.
A
lunar nuclear reactor may sound dramatic, but its neither illegal nor
unprecedented. If deployed responsibly, it could allow countries to peacefully
explore the Moon, fuel their economic growth and test out technologies for
deeper space missions. But building a reactor also raises critical questions
about access and power.
The
legal framework already exists
Nuclear
power in isn’t a new idea. Since the 1960s, the U.S. and the Soviet Union have
relied on radioisotope generators that use small amounts of radioactive
elements – a type of nuclear fuel – to power satellites, Mars rovers and the
Voyager probes.
The
United Nations’ 1992 Principles Relevant to the Use of Nuclear Power Sources in
Outer Space (https://docs.un.org/en/A/RES/47/68),
a nonbinding resolution, recognizes that nuclear energy may be essential for
missions where solar power is insufficient. This resolution sets guidelines for
safety, transparency and international consultation.
Nothing
in international law prohibits the peaceful use of nuclear power on the Moon.
But what matters is how countries deploy it. And the first country to succeed
could shape the norms for expectations, behaviors and legal interpretations
related to lunar presence and influence.
Why
being first matters:
The
1967 Outer Space Treaty (https://www.unoosa.org/pdf/gares/ARES_21_2222E.pdf),
ratified by all major spacefaring nations including the U.S., China and Russia,
governs space activity requires that states act with “due regard to the
corresponding interests of all other States Parties.”
That
statement means if one country places a nuclear reactor on the Moon, others
must navigate it legally and physically.
In
effect, it draws a line on the lunar map. If the reactor anchors a larger,
long-term facility, it could quietly shape what countries do and how their
moves are interpreted legally, on the Moon and beyond.
Other
articles in the Outer Space Treaty set similar boundaries on behavior, even as
they encourage cooperation. They affirm that all countries have the right to
freely explore and access the Moon and other celestial bodies, but they
explicitly prohibit ownership or assertions of sovereignty.
At the
same time, the treaty acknowledges that countries may establish installations
such as bases — and with that, gain the power to limit access. While visits by
other countries are encouraged as a transparency measure, they must be preceded
by prior consultations. Effectively, this grants operators a degree of control
over who can enter and when.
Building
infrastructure is not staking a territorial claim. No one can own the Moon, but
one country setting up a reactor could shape where and how others operate –
functionally, if not legally.
Infrastructure
is influence
Building
a nuclear reactor establishes a country’s presence in a given area. This idea
is especially important for resource-rich areas such as the lunar south pole,
where ice found in perpetually shadowed craters could fuel rockets and sustain
lunar bases.
These
sought-after regions are scientifically vital and geopolitically sensitive, as
multiple countries want to build bases or conduct research there. Building
infrastructure in these areas would cement a country’s ability to access the
resources there and potentially exclude others from doing the same.
Critics
may worry about radiation risks. Even if designed for peaceful use and
contained properly, reactors introduce new environmental and operational
hazards, particularly in a dangerous setting such as space. But the U.N.
guidelines do outline rigorous safety protocols, and following them could
potentially mitigate these concerns.
Why
nuclear? Because solar has limits
The
Moon has little atmosphere (https://science.nasa.gov/moon/lunar-atmosphere/) and
experiences 14-day stretches of darkness (https://www.skyatnightmagazine.com/space-science/how-long-day-on-the-moon).
In some shadowed craters, where ice is likely to be found, sunlight never
reaches the surface at all. These issues make solar energy unreliable, if not
impossible, in some of the most critical regions.
A
small lunar reactor (https://www.iaea.org/newscenter/news/what-are-small-modular-reactors-smrs)
could operate continuously for a decade or more, powering habitats, rovers, 3D
printers and life-support systems. Nuclear power could be the linchpin for
long-term human activity. And it’s not just about the Moon – developing this
capability is essential for missions to Mars, where solar power is even more
constrained.
A call
for governance, not alarm
The
United States has an opportunity to lead not just in technology but in
governance. If it commits to sharing its plans publicly, following Article IX
of the Outer Space Treaty and reaffirming a commitment to peaceful use and
international participation, it will encourage other countries to do the same.
The
future of the Moon won’t be determined by who plants the most flags. It will be
determined by who builds what, and how. Nuclear power may be essential for that
future. Building transparently and in line with international guidelines would
allow countries to more safely realize that future.
A
reactor on the Moon isn’t a territorial claim or a declaration of war. But it
is infrastructure. And infrastructure will be how countries display power – of
all kinds – in the next era of space exploration.
Helium
3
What
has China been up to on the dark side of the Moon? Helium 3. Materials on the
Moon's surface contain helium-3 at concentrations between 1.4 and 15 ppb in
sunlit areas, and may contain concentrations as much as 50 ppb in permanently
shadowed regions.
Neutron
detection
Helium-3
is an important isotope in instrumentation for neutron detection. It has a high
absorption cross section for thermal neutron beams and is used as a converter
gas in neutron detectors. The neutron is converted through the nuclear reaction
n +
3He → 3H +
1H + 0.764 MeV
into
charged particles tritium ions (T, 3H) and Hydrogen ions or protons (p, 1H)
which then are detected by creating a charge cloud in the stopping gas of a
proportional counter or a Geiger–Müller tube.
Furthermore,
the absorption process is strongly spin helium-3 volume to transmit neutrons
with one spin component while absorbing the other. This effect is employed in
neutron polarization analysis, a technique which probes for magnetic properties
SHTF mof matter.
The
United States Department of Homeland Security had hoped to deploy detectors to
spot smuggled plutonium in shipping containers by their neutron emissions, but
the worldwide shortage of helium-3 following the drawdown in nuclear weapons
production since the Cold War has to some extent prevented this. As of 2012,
DHS determined the commercial supply of boron-10 would support converting its
neutron detection infrastructure to that technology.
Cryogenics
Helium-3
refrigerators are devices used in experimental physics for obtaining
temperatures down to about 0.2 kelvin. By evaporative cooling of helium-4, a
1-K pot liquefies a small amount of helium-3 in a small vessel called a
helium-3 pot.
Evaporative
cooling at low pressure of the liquid helium-3, usually driven by adsorption
since due to its high price the helium-3 is usually contained in a closed
system to avoid losses, cools the helium-3 pot to a fraction of a kelvin.
A
dilution refrigerator uses a mixture of helium-3 and helium-4 to reach
cryogenic temperatures as low as a few thousandths of a kelvin.
Why It
Matters:
Helium
3 is the super coolant needed to stop Quantum Computers from overheating.
If
China wins the race to build this technology — the applications and
consequences of that — could potentially end the United States. Read that
again.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END
REPORT
GRAY ZONE – SPECIAL WEEKEND BRIEF 9 AUGUST 2025
IRAN, JIHAD, EUROPE & THE GLOBAL THREAT PICTURE
•
Iran's regime is built on the belief that it must export its revolutionary
Islamist vision, overthrow secular governments, and unify the Muslim world
under a single Shiite Islamist state. This project is its purpose. It is what
gives the Islamic Republic of Iran its identity. Its constitution enshrines
that vision, and its institutions — from the Islamic Revolutionary Guard Corps
to its intelligence services — are structured around advancing this goal.
• A
regime built on these foundations does not abandon its mission when it suffers
setbacks. It adapts, regroups and strikes again when the world is distracted or
divided. It is important not misread its current weakness as evidence of
defeat.
• The
same can be said for al-Qaeda, Daesh/ISIS, the Taliban, and every other
Jihadist, Islamic Extremist group in the world. Islamic doctrine dictates that
there will only be peace when the entire world has submitted to Islam. That’s a
fact no matter how you slice it, skew it, view it, or niceify it.
• This
danger is not limited to the Middle East. It is now reaching deep into Europe
and North America. Recently, the United States, joined by thirteen NATO members
and Austria, issued a joint statement accusing Iran of carrying out a growing
number of plots on Western soil.... The goal is clear: to silence critics,
spread fear and expand Iran's ability to operate with impunity on foreign soil.
• For
over a year, some of the best and brightest .gov, former GWOT Special Forces
Operators & OSINT Analysts from the U.S., the UK, Israel and other
countries — as well as a handful of assets in Afghanistan have been warning us
about the highly likely threat of embassy attacks, aircraft attacks, Oct. 7th
style attacks in multiple cities in the U.S. and in Europe.
•
Iran, al-Qaeda, DAESH/ISIS, the Taliban — are not normal countries acting in
pursuit of their people's national interest. They are Jihadists and
fundamentalist theocratic regimes committed to conquest. It thrives on
conflict. Every dollar that flows into their coffers is a dollar that funds
terrorism. Every embassy, madrassa and mosque, they maintain at home and abroad
are potential command posts for espionage and assassination.
Every
day the West relaxes its vigilance and focuses on ending the Russo/Ukraine war
and pivoting hard to China — is a day these entities uses to regroup and
retaliate. That is why the international community must stay alert, united and
focused — not just on holding Iran, the Taliban, the Islamic Brotherhood, the
Muslim Brotherhood and all the other Islamic Extremist groups to account for
past behavior, but on thwarting its future plots.
• Iran
Syria, Iraq, Hezbollah and the Taliban must not be allowed to rearm and
rebuild. al-Qaeda, Daesh/ISIS must not be allowed to continue campaigns of
terror. This objective means keeping "maximum pressure" in place. It
means cutting off Iran's oil exports, cutting off funding to the Taliban, etc.
It means denying it access to the global economy. It means shutting down their
resources, operations and diplomatic outposts, which serve as centers of
espionage. It means reimposing UN and economic sanctions and enforcing them
without compromise. It means smashing terror training camps, weapons stockpiles
and caches.
It
means targeting leadership and neutralizing them — without occupying and
profiting.
• The
world cannot afford another mirage of Iranian or Islamic "reform" or
"moderation." Iran is rebuilding its war machine. al-Qaeda and
Daesh/ISIS are doing the same. The mission to stop them must continue,
relentlessly and without apology. How long will it be and how much blood has to
be shed before we realize that we are not just going to be fighting them over
there again, but are already fightjng them here in the homeland.
No
other analyst I know, including myself are going to get any joy out of being
right — after terrorism or horrorism attacks.
The
only way this Intel has any value at all is exactly what Scott Mann wrote that
communities can do in the last chapter of his book the Gathering Storm.
Get
together, find veterans and first responders in your community and train in
comms, medical and self defense. Get physically fit to the best of your ability
and network with others to build resilient communities that are competent and
capable of responding and recovering to any natural disaster or man made
crises. Get C.E.R.T./FEMA training. Get FA/CPR and stop the bleed certified.
Time
is our friend - until we run out of it.
Pray.
Train.
Stay
informed.
Build
resilient communities.
— END
REPORT
GLOBAL
SITREP
ARMENIA,
AZERBAIJAN & THE TRUMP ROUTE
Settlement
in sight. Armenian Prime Minister Nikol Pashinyan and Azerbaijani President
Ilham Aliyev are expected to sign a peace framework when they meet with U.S.
President Donald Trump in Washington on Friday. The agreement will reportedly
award the United States exclusive development rights for a transit corridor,
named the Trump Route for International Peace and Prosperity (or TRIPP), that
will extend through Armenian territory. Construction of a corridor from
Azerbaijan to its exclave of Nakhchivan, through Armenia, had been a major
sticking point in negotiations between the two countries, which have for
decades fought over the Nagorno-Karabakh region.
RUSSO-UKRAINE
WAR PEACE TALKS
Trump-Putin
summit. U.S. President Donald Trump said on Wednesday that there was a “good
chance” he would meet with Russian President Vladimir Putin soon. His comment
came after U.S. special envoy Steve Witkoff met earlier on Wednesday in person
with Putin, who apparently suggested face-to-face talks with Trump. Trump also
reportedly suggested to European leaders that the meeting would be followed by
trilateral talks involving Ukrainian President Volodymyr Zelenskyy. On
Thursday, a Kremlin aide confirmed that Russia and the U.S. had agreed to a
presidential summit in the coming days and that the venue was already decided.
UKRAINIAN
POLL
Ukrainian
public sentiment. In a recent poll by the Kyiv International Institute of
Sociology the percentage of Ukrainians who said they would reject Russia’s
terms for a peace deal declined to 76 percent from 82 percent in May. The
survey also found that 17 percent of Ukrainians said they could agree to
Moscow’s plan – which involves limits on Ukraine’s military, a ban on Kyiv
joining military alliances and recognition of the occupied territories as part
of Russia – up from 10 percent in May.
MAYLASIA
& RUSSIA
Royal
visit. Malaysian King Sultan Ibrahim Iskandar is in Russia this week, the
first-ever state visit by a Malaysian monarch. He held talks with Russian
President Vladimir Putin about bilateral relations, as well as international
and regional issues. Sultan Ibrahim will also visit Russia’s southwest city of
Kazan to discuss with local officials cooperation in the agro-industrial
sector.
U.S.
& BRAZIL
Cold
shoulder. In an interview with Reuters Brazilian President Luiz Inacio Lula da
Silva said he would not reach out to U.S. President Donald Trump for direct
talks any time soon, a week after Trump said he would impose 50 percent tariffs
on imports from Brazil. Da Silva added that he believed Trump was not
interested in a meeting and that he would not “humiliate” himself by proposing
one. Relatedly, the Chinese Foreign Minister said that Beijing would work with
Brasilia to strengthen cooperation throughout the Global South.
RUSSIA
& INDIA
Putin
headed to India. Russian President Vladimir Putin plans to visit India later
this year, the Indian prime minister’s adviser, Ajit Doval, said Doval is
currently in Moscow, where he met on Thursday with Russian Security Council
Secretary Sergei Shoigu.
ISRAEL,
EGYPT & GAS
Big
deal for Israel. Stakeholders in Israel’s Leviathan natural gas field signed a
$35 billion deal to supply Egypt with about 130 billion cubic meters of natural
gas by 2040. It’s the largest export deal in Israel’s history. Deliveries will
begin in 2026 after upgrades to the pipeline network are completed.
MOLDOVA
Friction
in Moldova. The parliament in the autonomous Moldovan region of Gagauzia
adopted a resolution aimed at defending the regional governor, Evghenia Gutul,
who was sentenced by a Chisinau court to seven years in prison for funneling
Russian funds to a now-banned political party. Gutul denied the charges,
claiming they were politically motivated. She was secretary of the Shor party
from 2019 to 2022, when the alleged crimes took place.
MIDDLE
EAST SITREP
ISW/CTP
Key Takeaways:
•
Hezbollah Disarmament: The Lebanese Council of Ministers agreed on August 7 to
the objectives of US Envoy Thomas Barrack’s proposal to disarm Hezbollah.
•
Hezbollah Reconstitution: Iranian officials and Axis-affiliated media recently
reported that Hezbollah has begun to reconstitute its command structure, but it
is very unlikely that Hezbollah could rebuild its units to the level of
proficiency the units had before the war. Hezbollah also faces several
significant challenges that will complicate its ability to reconstitute.
•
Iranian National Security Appointments: Iranian media outlet Nour News proposed
on August 7 that the Supreme National Security Council (SNSC) will likely
increase its focus on domestic security, while still prioritizing foreign
policy. Nour News also attributed Larijani’s appointment to the SNSC as well as
the SNSC’s formation of the Defense Council to the “current security
conditions,” including “the possibility of a renewed enemy [Israeli or US]
attack” on Iran.
•
Iraqi Militia Political Maneuverings: Iranian-backed Iraqi militia Kataib
Hezbollah is attempting to use the Shia Coordination Framework as a vehicle to
sideline the Sudani administration ahead of the November 2025 Iraqi
parliamentary elections. The Shia Coordination Framework groups are now in
increasing competition with one another ahead of the November 2025 Iraqi
parliamentary elections, which will make it more difficult for Kataib Hezbollah
to build a political coalition to sideline Sudani.
•
Druze-Syrian Government Relations: Druze rhetoric and actions that are hostile
to the Syrian government demonstrate the deep barriers to reconciliation and
lack of trust between the transitional government and the Druze community. A
committee formed by prominent Druze Sheikh Hikmat al Hijri announced the
formation of a “temporary” autonomous government for Suwayda Province on August
6.
EUROPEAN
SITREP
NATO’S
ARTICLE 5 HAS NO TEETH
In
recent days, drones launched from the Russian-aligned state of Belarus have
pierced Lithuanian airspace, drawing alarms from the region’s political and
military leaders.
One
drone traversed approximately 100 kilometers, loitered ominously over Vilnius
carrying two kilograms of explosives and ultimately crashed inside a military
training zone. Earlier in July, another drone forced the evacuation of
high-level officials when it crashed near the Šumskas border crossing.
Simultaneously,
Russian forces struck a Ukrainian gas depot located mere yards from Romania’s
border half a mile away, a strike that triggered warnings and prompted Romanian
F‑16s to patrol the vicinity.
Though
these seem like isolated incidents, observers point to a troubling pattern.
Russian drones have drifted — or perhaps even been directed — into NATO
airspace before, and NATO’s response has been muted.
Lithuanian
Defense Minister Dovilė Šakalienė, while stressing that there is no evidence
suggesting the latest drone breached intentionally, said "this is an
unprecedented and alarming incident," especially given that the drone flew
just one kilometer from the president’s residence.
Describing
the behavior as "reckless drone incursions," she warned they amount
to "a direct test of NATO’s resolve." In response, Lithuania has
pledged to review its defensive protocols and urged NATO to bolster its air
defenses as a clear message that the alliance stands ready to safeguard every
inch of its territory.
Romania,
having endured repeated drone spillovers, passed a law this May empowering its
forces to intercept or destroy unauthorized drones. As a result, no incursion
occurred in connection with the latest strike near its border.
Bruno
Kahl, head of Germany’s Federal Intelligence Service, has been sounding
the alarm for months. In November 2024, Kahl cautioned that Russia’s growing
employment of hybrid tactics — ranging from sabotage and cyberattacks to
disinformation — raises the likelihood that NATO may ultimately feel compelled
to invoke Article 5.
GZB
INFOCUS:
20
Highest Ranked Cryptocurrencies
BLUF:
The 20 largest cryptocurrencies by market capitalization as of July 25, 2025,
using data from CoinGecko.
Key
Takeaways:
•
Bitcoin remains the largest cryptocurrency with a $2.36 trillion market
capitalization, more than 5x larger than the next largest cryptocurrency,
Ethereum.
•
Bitcoin makes up 62% of the total market cap of cryptocurrency, having risen up
from lows of around 40% in mid-2022.
•
Layer 1 tokens and stablecoins dominate the rest of the top 10 largest
cryptocurrencies, however, memecoin Dogecoin still ranks ninth with a $37
billion market cap.
Pray.
Train.
Stay
informed.
Build
resilient communities.
AI VS.
HACKERS
Anthropic
pits Claude AI model against human hackers
Anthropic’s
AI model, Claude, has recently begun outperforming human teams in student
hacking competitions—such as PicoCTF, Hack the Box, and the Western Regional
Collegiate Cyber Defense Competition—with minimal human intervention. In one
contest, Claude solved 11 out of 20 increasing-difficulty challenges in just 10
minutes, ultimately ranking among the top 3–4 percent of competitors. In
another event, five of eight AI teams—including Claude—completed 19 out of 20
tasks, far outpacing human teams, only 12 percent of which managed as many.
Despite these achievements, Claude still struggles with unconventional inputs
like animations. Anthropic’s red team cautions that security experts should
take AI’s growing offensive capabilities seriously and begin leveraging similar
systems for defense functions. (Axios)
NOTE:
When this capability is coupled with anonymity, and incorporating deceptive
techniques, AI platforms can form attacking forces that will be difficult to
defeat without shutting down infrastructure. While Capture the Flag (CTF)
events are often based more on knowledge than skill, the ability of AI to
rapidly scan its information resources gives it an edge. Building RAG based AI,
focusing only on hacking, can lead to an increase in AI being used in computer
attacks.
LEBANON
Security
in Lebanon. The Lebanese
army has asked the country’s army to develop a plan that will ensure state
institutions are the only entities in the entire nation that possess weapons by
the end of the year. The decision, announced by Prime Minister Nawaf Salam
after a Cabinet meeting, would effectively mean every militant group in the
country, including Hezbollah, would need to be disarmed. It comes amid
continued U.S. pressure to neutralize Hezbollah. Ahead of the announcement,
Hezbollah leader Naim Kassem said the group would not disarm.
RUSSO-UKRAINE
WAR
Russian
strike. Russian drones
struck the Orlovka and Novoselskoye areas of Ukraine’s Odesa region near the
Romanian border, on the night of Aug. 5. The apparent target was the Orlovka
gas compressor station, a key component of Ukraine’s pipeline infrastructure
that helps deliver natural gas to Europe and reserve supplies to other parts of
Ukraine. It’s also part of a recent agreement for Ukraine’s Naftogaz to import
gas from Azerbaijan's state energy company SOCAR.
RUSSIA
& CHINA JOINT PATROLS
Cruising
the Asia-Pacific.
Russia’s and China’s navies are preparing to launch joint patrols in the
Asia-Pacific region, just a day after completing joint naval exercises in the
Sea of Japan. According to the Interfax news agency, the two countries have
been conducting such involving its air force and air defense forces. They will
include a live-fire component in the second stage of the drills. Meanwhile,
Russian military personnel and equipment arrived in Belarus ahead of the joint
Zapad exercises set to take place in September.
TAIWAN
Taiwanese
defense. Taiwan received
its first batch of Altius-600M drones from U.S.-based Anduril Industries this
week. Taiwan’s Ministry of National Defense reiterated its commitment to
integrating emerging technologies into Taiwan’s military through both
procurement and innovation.
INDIA
& THE PHILLIPINES
Stronger
ties. India and the Philippines
elevated their bilateral relationship to a strategic partnership during
President Ferdinand Marcos Jr.’s state visit to New Delhi. The two countries
also signed cooperation agreements on defense, security, trade, science and
technology, tourism, maritime cooperation and space exploration. Modi and
Marcos emphasized their shared commitment to promoting a free, open and
inclusive Indo-Pacific region.
BOSNIA
& HERZEGOVINA
Leaving
office. Bosnia and
Herzegovina’s Central Election Commission revoked the presidency of Bosnian
Serb leader Milorad Dodik after an appeals court banned him from participating
in politics for six years. Dodik was also sentenced to one year in prison for
not complying with the decisions of the high representative, who is tasked with
enforcing the 1995 Dayton Accords that ended the Bosnian war two decades ago.
The electoral body said Dodik has the right to appeal the decision.
INDIA
& CHINA
India
and China Summit talks. Indian
Prime Minister Narendra Modi is set to visit China for the first time since the
Galwan clashes in 2020 to attend the Shanghai Cooperation Organization summit
in Tianjin later this month. The trip will come amid U.S. pressure on New Delhi
over its continued purchase of Russian oil, with U.S. President Donald Trump
announcing last week that Washington would impose new tariffs on Indian goods
and additional penalties. (See more in the INFOCUS.)
GZB
INFOCUS: U.S. & INDIA RELATIONS
In
2025 the world no longer has an anchor around which to organize itself. Nowhere
is this better exemplified than in the downturn in U.S.-India relations. New
Delhi assumed that its relationship with Washington was immune to the shifts in
America’s global strategy, but that has not been the case. The Trump
administration’s efforts to manage its two biggest adversaries, China and
Russia, have revealed the limits of its decadeslong alignment with India. India
still boasts the world’s fastest-growing economy, so it will remain a key U.S.
partner, but it is unlikely to retain its special status as the U.S.-China
competition heats up.
On
Aug. 6, U.S. President Donald Trump slapped an additional 25 percent tariff on
Indian goods in response to India's continued purchase of Russian oil. The move
brought overall tariffs on the world’s most populous nation (and close American
ally) to 50 percent – among the steepest faced by any U.S. trading partner.
Also on Aug. 6, Indian media reported that Prime Minister Narendra Modi will
travel to China on Aug. 31 – his first trip to the country since the border
clashes of June 2020 – to attend the Shanghai Cooperation Organization summit.
Elsewhere, Indian national security adviser Ajit Doval is leaving for a trip to
Moscow ahead of another visit to the Kremlin by External Affairs Minister S.
Jaishankar.
These
developments constitute a dramatic turn of events. Until recently, the United
States saw India as a strategic ally, especially with regard to its foreign
policy objective to contain China. This has been the case for every U.S.
administration, including Trump’s first one, since the early 2000s. Central to
that view is that over the past two decades, India’s has become the world's
fourth-largest economy, in terms of nominal gross domestic product, overtaking
Russia’s, Italy’s, France’s, the United Kingdom’s and Japan’s. It also has the
world’s fourth-largest military.
For
these reasons, Washington has cultivated New Delhi as a critical partner on the
military and economic fronts. In 2017, it revived the Quadrilateral Security
Dialogue and combined the Indian Ocean and Pacific Ocean basins into a single
command known as INDOPACOM, making it easier to integrate India into its
strategic plans for countering China. It also hoped India would be able to
become an alternative industrial destination to help reduce global exposure to
Chinese manufacturing.
But
after promising starts, Washington has come to realize that these are long-term
efforts. And in a post-COVID, post-Ukraine war era, Russia is dramatically
diminished, and Chinese economic growth has plateaued. The Trump administration
wants to take advantage of these new realities to reduce U.S. exposure to
global risks and has tried to forge a new strategy accordingly. Trump’s
retrenchment efforts are essentially two-pronged: have allies and partner
nations take the lead in security for their respective regions, and use tariffs
to correct trade imbalances, defend U.S. industries and reshape global
commercial norms in the United States' favor.
As
the U.S. pursues this strategy, Russia and China are the priority. Washington
must bring an end to the war in Ukraine, so it’s trying to force Russia to
accept a negotiated settlement of the conflict. At the same time, the Trump
administration must bargain with China to ensure that its geoeconomic influence
is kept in check, especially on the technological front.
Here
is where the U.S. view of India has shifted. Trump needs the Modi government to
stop purchasing oil from the Kremlin because this would help Washington squeeze
Moscow at the bargaining table. India’s refusal to do so has led to a serious
breach in bilateral relations. (The failure to reach a trade deal didn’t help,
nor did the concurrent disagreements over Washington’s role in ceasefire talks
between India and Pakistan.) But this isn’t just a tactical move born of
Washington’s need to force Russia’s hand; it is a strategic shift in U.S
thinking about India’s utility in managing China.
Washington
understands that there are limits to how far it can derisk itself from Beijing,
especially in specific areas like rare earths. It thus needs to reach a
strategic accommodation with China. Talks toward that end include demands that
China cannot expect to do business with the U.S. – something Beijing badly
needs – while continuing to be a military threat. Beijing’s interest is largely
economic, but if it shows some flexibility on, say, Taiwan, then in return it
would expect the U.S. to deprioritize its strategic partnerships with India.
Regardless
of the specific give and take they settle on, the reality is that the U.S.
doesn’t need India as much as it once did. India understands as much and is
trying to improve its standing with China. But it came to that realization too
late, and Indian leaders believed for too long in the old paradigm, by which
New Delhi could continue to do business with Russia and remain indispensable on
China. U.S. ties to India are still important, but as Washington reconsiders
its strategic options, so too will it reconsider the perishability of its
partnerships. It’s not personal, it’s just the business of geopolitics.
Pray.
Train.
Stay
informed.
Build
resilient communities.
DOMESTIC
SITREP
NITAZENES
— NEW DEADLIER DRUG
Deadly
drug stronger than fentanyl spreads rapidly across the Americas, experts warn.
Nitazenes
can be up to 10 times more potent than fentanyl, but routine drug screens don't
detect them.
A
little-known opioid that’s deadlier than fentanyl has led to a growing number
of overdose deaths in recent years. GZB started tracking this several years
back when “Tranq” started creating “zombies” and rotting addicts flesh off.
A
former addict who was patrolling the streets of Philadelphia was offering help
and rehab options to addicts and using Narcan on Overdose victims of Fentanyl—
and came across users on Nitazenes. Narcan doesn’t work on synthetic opioids.
You OD, you die.
Nitazenes,
a class of synthetic opioids were originally developed as pain relievers in the
1950s, but were never approved for use due to the high overdose risk, according
to a report from the Inter-American Drug Abuse Control Commission (CICAD).
Starting
in 2019, nitazenes (benzimidazole-opioids) began to enter the illicit drug
market in Europe, where they have been reported on almost every continent.
Nitazenes
are available in pills, powders, sprays and other forms. They can be snorted,
smoked, injected or taken orally.
In
addition to potentially fatal overdoses, the drugs are known to cause
dependency, dizziness, nausea, vomiting, disorientation, loss of consciousness,
cardiac arrest and seizures, according to the CICAD report.
The
other issue is that people usually don’t know they’re taking them.
Nitazenes
are often mixed into heroin, pressed pills or even stimulants — so someone
might think they’re using one thing and end up taking something completely
different.
Why It
Matters:
•
CICAD’s report suggests that "nitazene use is a growing trend in North
America and that availability is likely spreading across the Americas."
The
most prevalent type of nitazene is isotonitazene (ISO), but at least a dozen
others have been identified, the report stated.
• The
U.S. Drug Enforcement Administration (DEA) classifies ISO as a Schedule 1 drug
along with seven other nitazenes.
•
Because they’re synthetic and cheap to make, they’ve become a popular option
for illegal manufacturers
•
Nitazenes are being produced in illicit labs overseas, mostly in places like
China and India, and are getting trafficked into the U.S. through the same
channels used for fentanyl.
• This
is yet another evolution of China’s Unrestricted Warfare on the United States
and Europe. They will keep manufacturing newer and deadlier iterations of
deadly drugs — which in average over the past decade has killed 100,000
Americans per year.
They
are chipping away at our citizenry and our military age makes and playing the
long game — death by a thousand cuts.
GLOBAL
SITREP
RUSSIA
Russia
unbound. On Aug. 4, Russia’s Foreign Ministry said Moscow no longer considers
itself bound to the self-imposed restrictions regarding the Intermediate-Range
Nuclear Forces Treaty. The statement is a response to what Russia sees as
provocation from the United States and its allies. It alleges the U.S. has set
a precedent for transferring land-based systems to European NATO countries, for
delivering Typhon medium-range missile systems to the Philippines, and testing
and training launches of the PrSM missile. Combined with Western statements
about ensuring the long-term presence of such systems in Europe and the
Asia-Pacific, Moscow says, this creates a direct threat to Russian national
security.
GERMANY
— TOO LITTLE TOO LATE?
German
decline. A recent survey by German broadcaster RND showed that 59 percent of
Germans would “probably not” or “definitely not” defend their country
militarily if it were attacked. Only 16 percent said they would “definitely”
take up arms, with an additional 22 percent indicating they “probably” would,
leaving just 38 percent potentially willing to fight. These findings
potentially challenge Germany’s plans to expand its military, including its
ambitions to recruit 40,000 new troops annually and grow active forces to
260,000 by 2035.
RUSSIA
IN DECLINE
Das
Vedanya. Nearly 130 small towns in Russia, where some 3.4 million people live,
are disappearing. Over the past decade, the number of residents in small towns
has decreased by 314,000, thanks largely to job losses. Unsurprisingly, the
greatest exoduses are in northern towns that support coal, metallurgical and
timber industries. In response, Moscow has allocated 4 billion rubles ($50
million) for the implementation of investment projects focused on
infrastructure development for more than 100 such towns, and it has established
new standards to determine which of Russia’s 170 state-run companies will be
relocated from Moscow to peripheral regions.
INDIA,
THE U.S. & RUSSIAN OIL
India
bristles. Indian National Security Adviser Ajit Doval arrived in Moscow for a
high-level visit aimed at enhancing defense and energy cooperation amid
escalating tensions with the U.S. Though the trip had already been scheduled,
it took on added significance after U.S. President Donald Trump threatened new
tariffs on India over its continued purchase of Russian oil. India’s Ministry
of External Affairs criticized the move, noting that New Delhi bought Russian
oil with Washington’s approval to help stabilize global markets. It also drew
attention to the scale of economic ties among India, the U.S., the EU and
Russia. The external affairs minister will travel to Russia later this month
ahead of an annual India-Russia summit.
THAILAND
& CAMBODIA
Solidifying
peace. Thai and Cambodian officials are holding talks in Kuala Lumpur this week
following deadly border clashes between the two countries late last month. The
meetings will cover six pivotal issues, including the ceasefire agreement
reached last week, the withdrawal of troops, safe zones, and setting up local
coordination channels. They will also hold ministerial-level talks Aug. 7.
THE EU
SANCTIONING CHINA
Targeting
Beijing. The EU plans to impose sanctions against China over its support for
Russia in the war with Ukraine, according to a Politico report The news comes
following a Reuters report that Beijing has supplied Moscow with drone engines
labeled as “industrial refrigeration units.” Some 15 EU countries have
contacted China inquiring about these supplies, but Beijing has so far either
denied its involvement or refused to respond.
THE
U.S., ISRAEL & RUSSIA
Israeli
mediation. Israeli Prime Minister Benjamin Netanyahu has reportedly been
working in recent weeks to reduce tensions between the United States and Russia
over several matters. Netanyahu spoke with Russian President Vladimir Putin
twice in the past week – on July 28 and Aug. 4 – about the progress of his
efforts. U.S. President Donald Trump is reportedly also aware of Netanyahu’s
mediation attempts.
JAPAN
& AUSTRALIA
Budding
partnership. Japan will be a key partner in Australia's program to build a new
fleet of general-purpose frigates, Australian Defense Minister Richard Marles
said. He added that Australia has selected the Mogami-class frigate designed by
Mitsubishi Heavy Industries as the “preferred platform” for its 10 billion
Australian dollar ($6.5 billion) project.
U.S.
WEAPONS TO UKRAINE — VIKINGS FOOTING THE BILL
New
initiative. The U.S. and NATO announced the launch of a new initiative to
support Ukraine. The Prioritized Ukraine Requirements List will enable alliance
members and partners to finance the supply of U.S.-made weapons and military
equipment for Kyiv. Denmark, Norway and Sweden have so far pledged 500 million
euros ($578 million) for the fund.
GZB
MIDDLE EAST INFOCUS:
Israel
At An Unsustainable Tipping Point
Israel
has been fighting what’s become a multifront war for two years. And unlike its
previous wars, there is no defined timeline, no geographic scope and no clear
condition for victory. It’s an open-ended contest in which military success
alone may not ensure strategic sustainability.
Sustainability
depends not just on battlefield performance but also on whether Israeli
manpower, economic resilience, political cohesion and strategic direction can
weather the storm. The demands of simultaneous high-tempo operations are
testing traditional strengths like rapid reserve mobilization and cutting-edge
technology.
Perhaps
most challenging is whether Israel’s warfighting posture can be sustained
across the full architecture of national capacity. This includes the strain on
military personnel, where sustained mobilization is producing signs of fatigue
and refusal; economic health, marked by escalating fiscal burdens and pressure
on growth and investor confidence; the erosion of domestic cohesion under
prolonged uncertainty; and the widening gap between strategic objectives and
the ability to achieve them.
Israel’s
defense doctrine rests on the assumption that its reserve system can be rapidly
mobilized and sustained across multiple campaigns. That assumption is now under
visible pressure. Roughly 300,000 reservists remain mobilized, a staggering
figure for a nation of 9.7 million, pulling heavily from vital civilian sectors
and younger age cohorts.
Many
have undergone multiple deployments since October 2023, with compressed
rotation schedules and diminishing recovery periods. Units drawn from Israel’s
high-tech and middle-class sectors are experiencing growing absenteeism as part
of a broader crisis of disengagement driven by financial pressure, operational
fatigue and skepticism over whether the stated goal of dismantling Hamas
remains achievable.
With
just 170,000 active-duty personnel, the Israel Defense Forces cannot maintain
multitheater operations without leaning heavily on its reserves. This places
disproportionate pressure on a system once seen as a pillar of national
resilience.
Participation
rates have fallen sharply: Initial mobilization peaked at 120 percent, but by
2025, actual participation had dropped to as low as 60 percent. Reserve service
is legally mandated, but enforcement has been inconsistent, reflecting
institutional reluctance to escalate internal tensions and the limits of
compelling mass compliance. Many reservists have delayed reporting through
informal deferrals, medical exemptions and protest.
The
very composition of Israel’s force model is similarly strained. The IDF relies
on a small standing army and a large reserve system to scale up and sustain
operations. As participation drops, this model becomes harder to execute. Once
a unifying institution that bridged social divides through shared service, the
reserve system is now fraying under demographic shifts and perceived inequities
in who sacrifices – and how much they give up.
Without
retooling this structure – either through rotation, doctrinal adaptation,
clarified objectives or phased demobilization – Israel could imperil the very
manpower that underpins its deterrence capabilities. And operational shortfalls
are only part of the cost: As reservists disengage, training pipelines stall,
unit cohesion erodes, and the credibility of rapid mobilization declines. This
could encourage adversaries to test Israel on multiple fronts.
Meanwhile,
the shock to Israel’s wartime economy has been unlike any in its modern
history. Since October 2023, cumulative war costs have reached approximately
$67 billion,
or 7-8 percent of gross domestic product, despite unfettered U.S. aid. Defense
spending has grown from 4.2 percent to nearly 8 percent, raising the fiscal
deficit to around 7 percent in 2024 before stabilizing near 4.2 percent in 2025
under emergency budget measures.
Spending
is only the tip of the iceberg. Labor shortages resulting from reservist
mobilization are estimated to cost up to $600 million per week in lost
output – a figure compounded by the suspension of Palestinian work
permits.
The
tech sector, a key source of growth and defense innovation, now faces investor
uncertainty. Intel, for example, canceled a $25 billion project, while other
firms are considering relocating to safer havens. Tourism – a smaller but not
insignificant contributor to GDP – has all but collapsed.
These
trends raise longer-term questions over fiscal recovery, foreign investment and
an industrial base that supports military procurement and political resilience.
The longer Israel remains in a high-alert, multifront posture, the greater the
risk to investor confidence, deficit containment and the economic flexibility
needed to sustain prolonged military operations.
So
far, Israel has been able to sustain this posture because the government, the
military and the public were aligned in the response to the Oct. 7 attack. But
now, in mid-2025, there are cracks in the wartime coalition. Public trust in
leadership is eroding, particularly as the Netanyahu-led emergency coalition
appears indecisive and internally strained. Protest movements have returned,
and the controversy over ultra-Orthodox exemptions to military service has only
accentuated resentment among secular sectors.
Institutionally,
the government is showing signs of disunity. Coalition members disagree on war
objectives, postwar governance plans for Gaza and how to handle Hezbollah and
Iran. Judicial reforms for the supreme court, which led to nationwide protests
in 2023, were never really resolved, and many in Israel are still uneasy about
the prospect of limiting the court’s influence over the government. To be sure,
none of this amounts to anything that would even approximate radical change,
but it does suggest enough disagreement to create political paralysis – that
is, a system too fragmented to adapt to the necessary changes of the war it’s
fighting.
Geography
is the cause of many of these changes and thus of Israel’s strategic dilemma.
Israel is a small state, roughly 290 miles (460 kilometers) long and 85 miles
wide, with adversaries on all sides but limited strategic depth. These
disadvantages meant that Israel could not realistically sustain a protracted,
multifront conflict, so Israeli military doctrine was built around short,
high-intensity wars that favored overwhelming firepower and swift
disengagement. But Israel’s response to Oct. 7has exposed the structural risks
of protracted conflict.
To the
north, a fragile ceasefire with Hezbollah in June has halted major attacks but
remains unstable. Though rocket and drone fire has slowed, the threat of
escalation keeps Israeli forces on high alert. Syria’s collapse has replaced a
deterrable regime with an unpredictable Islamist authority. Though not openly
hostile, the new regime’s control of Damascus and proximity to Israel constrain
IDF freedom of action.
In
Gaza, Hamas continues asymmetric attacks despite operational attrition. Without
a viable postwar plan and under mounting diplomatic pressure, prolonged
occupation remains strategically costly and politically corrosive.
In
Iran, Israeli airstrikes earlier this year escalated the conflict. Sustaining
pressure on Iran hurts Israel’s long-range capacity, while Houthi attacks from
Yemen demand constant air defense and stretch IDF coverage into the Red Sea.
The difficulty and vigilance needed to maintain pressure notwithstanding, the
financial toll is considerable.
Each
theater strains manpower, deterrence, legitimacy and strategic reach. Together,
they constitute a burden Israel cannot bear indefinitely. U.S. aid helps, but
growing political friction among the American public underscores the fragility
of that support. Without it, Israel’s ability to project force and manage
external criticism would sharply decline.
Israel
isn’t without strategic options for achieving its objectives, but each carries
a trade-off, and none offer iron-clad outcomes. The first option is a prolonged
status quo: The campaign in Gaza remains active, the Hezbollah ceasefire holds
tenuously, Houthi drones persist and post-Assad Syria remains fragmented. But
because this stretches Israeli intelligence, surveillance and reconnaissance
capability and response capacity, it is probably unviable in the long term.
The
second is retrenchment: reducing active operations in Gaza, reinforcing
deterrence posture in the north and in Iran, and stabilizing the reserve
system. While more sustainable, this would require clear political messaging
and a phased demobilization strategy to avoid perceptions of defeat. Israel
retains the military and logistical capacity to execute a phased drawdown, but
the government may not have the ability, let alone the political capital, to
communicate such a shift without triggering backlash.
The
third path is escalation. This would be triggered by a break in the ceasefire
with Hezbollah or a direct Iranian provocation. It would demand a full
mobilization and an expansion of the conflict throughout, and it would likely
surpass Israel’s capacity to sustain a three-front war. And there’s no
guarantee Hezbollah or Iran want to escalate; so far, both have avoided direct
confrontation, deterred as they are by Israeli retaliatory capacity. Still,
miscalculation, internal pressures or continued Israeli strikes on strategic
assets could shift the calculus.
A
diplomatic off-ramp is an option that presents the most stability, but it is
also the most elusive option. Though the U.S. still has leverage over Israel,
meaningful deescalation would require Israeli political alignment, external
pressure and a realistic alternative to military objectives – none of which is
currently in place.
Of the
four imperfect paths, the most likely under current constraints is a tense
status quo: low-intensity conflict, gradual force exhaustion and mounting
internal strain. Meanwhile, Iran, Hezbollah and Hamas will continue calibrated
pressure to maintain operations without triggering overwhelming Israeli
retaliation. Their strategic patience stretches Israel’s capacity on multiple
fronts, doing nothing to address attrition and offering no decisive military
objective.
For
Israel, the past two years have revealed the limits of a system designed for
short wars. Manpower is exhausted, economic pressure is mounting and political
cohesion is eroding. At the strategic level, the gap between military
objectives and capacity is only growing. Without clearly defined end goals,
deterrence risks decay, and operations persist without closure.
Pray.
Train.
Stay
informed.
Build resilient communities.
-END REPORT-
See More
NEW
NATIONAL CYBER DIRECTOR
Cairncross
confirmed by Senate to take up role of national cyber director
Sean
Cairncross was confirmed by the Senate on Saturday to serve as the national
cyber director. In the position, Cairncross will coordinate cybersecurity
efforts among various government agencies, develop and implement national
cybersecurity policies, and advise the president on critical cyber issues.
Cairncross is a former Republican National Committee official and was CEO of
the Millennium Challenge Corporation agency during Trump’s first term. The
Office of the National Cyber Director (ONCD) has been engaged in effort to
harmonize cyber regulations and streamline cyberattack reporting rules for
organizations. The office also has been promoting programs to anchor federal
cyber jobs in a skills-based hiring structure and to boost the size of the
cyber workforce in the U.S. (Cyber Scoop)
NOTE:
This leadership position can be a quagmire to maneuver through.There are rules
and regulations and demands established by the government, some of which are at
odds with one another, and in the end, do little to protect personal
information. Do not expect to see any movement to restrict the use of people's
information, something the EU has done. The government's approach is to be more
of an advisor and push to the States the responsibility to manage
cybersecurity. Since the majority of the effort is to secure small businesses,
this approach make sense since most businesses are state entities and not
federal.
CHINA’S
CYBER ATTACKS CONTINUE
Leadership
Lacking - Beijing's hackers are playing the long game
Chinese
state-linked hackers are increasingly targeting critical U.S. infrastructure,
not for immediate disruption, but to maintain long-term, stealthy access in
case of future conflict, particularly over Taiwan. Recent attacks have
exploited SharePoint vulnerabilities, compromising over hundreds of systems and
stealing machine keys that allow persistent access. Groups like Volt Typhoon,
Salt Typhoon, and Silk Typhoon are growing more sophisticated, using zero-day
exploits and targeting key sectors such as government, transportation, and
utilities. Silk Typhoon stands out for developing new hacking tools and having
links to private firms. Beijing is increasingly outsourcing cyber operations to
contractors, complicating attribution and boosting capability. Meanwhile, U.S.
cyber defenses have weakened under the Trump administration due to budget cuts
and staff losses, although offensive cyber capabilities are receiving a funding
boost. With AI becoming a key part of cyber operations, experts warn that nation-state
hackers are already experimenting with advanced tools. (Axios)
NOTE:
There is no central leadership leading the charge for ensuring our critical
infrastructure is secure. The political will is to talk, but not to put the
money necessary where their mouth is. They demand the implementation of
security controls but fail to give the entities the ability to recover the
costs of these mandates. If they were serious, diverting some of the spending
overseas to secure our infrastructure would be a step in the right direction. I
am not confident that will happen.
SYRIA
& AZERBAIJAN
Energy
for Syria. A new pipeline that will bring natural gas from Azerbaijan to Syria
has been inaugurated. The ceremony took place in Turkey’s southeastern province
of Kilis, on the Syrian border. The pipeline should deliver 1.2 billion cubic
meters of natural gas to Syria annually in the first stage – which will then be
transported to power plants in Syria’s Aleppo and Homs provinces and used to
generate electricity. Syria’s energy minister said his country has more joint
projects in the works with Azerbaijan.
TURKEY
& SYRIA
Defense
support. Turkey and Syria reportedly plan to sign a military cooperation
agreement by late August that will allow Ankara to set up three military bases
in Syria. The deal will also include Turkish training of Syrian military
personnel, military consulting and assistance in reforming the Syrian army.
Turkish support for Syrian air defense and unmanned aircraft operations is also
being considered.
IRAN’S
NEW DEFENSE COUNCIL
Reforms.
Iran plans to launch a new security body called the Defense Council as part of
structural changes following Israel’s attacks on Iranian nuclear facilities in
June. In addition, Ali Larijani, an adviser to Iran’s supreme leader, will take
over leadership of the Supreme National Security Council from Ali Akbar
Ahmadian, who will assume responsibility for several special and strategic
files.
OPEC+
INCREASED PRODUCTION
Oil
market. OPEC+ countries agreed in principle to increase oil production by
548,000 barrels per day in September. The decision followed U.S. criticism last
week of India’s continued purchase of Russian oil. After repeatedly slashing
output in recent years, OPEC+ partners have been steadily increasing production
this year, following U.S. President Donald Trump’s demands that they do so.
INDIA,
RUSSIAN OIL & U.S. SANCTIONS
India
stays the course. Relatedly, Indian Prime Minister Narendra Modi has made no
moves toward reducing Russian oil imports, following U.S. President Donald
Trump’s statement last week that his country would impose 25 percent tariffs on
Indian goods and additional penalties over New Delhi’s energy ties to Russia.
Over the weekend, he encouraged Indian consumers to buy locally amid the global
economic uncertainty and has refrained from instructing oil refiners to stop
buying Russian oil.
PAKISTAN
& IRAN
Meeting
in Islamabad. Iranian President Masoud Pezeshkian and Pakistani Prime Minister
Shehbaz Sharif held talks in Islamabad over the weekend. The two countries
signed a dozen cooperation agreements relating to trade, industry and
transport. In a joint press conference, Pezeshkian said they aimed to increase
bilateral trade from $3 billion to $10 billion. Sharif stressed their common
goal of fighting terrorism and condemned Israel’s June attacks on Iran.
ALGERIA
Energy
project. Algeria and Nigeria reaffirmed their commitment to developing the
Trans-Saharan Gas Pipeline aimed at delivering Nigerian gas to Europe via
Algeria. During Nigerian Foreign Minister Yusuf Maitama Tuggar’s visit last
week to Algiers, the diplomat spoke with his Algerian counterpart about
expanding bilateral cooperation into renewable energy, green hydrogen, regional
electric interconnection and strategic planning. The two countries conducted a
feasibility study on the pipeline project in March.
GZB
INFOCUS: CHINA’S CYBER ATTACK ON THE CITY OF ST. PAUL
This
past week, we’ve been closely following a stinging cyberattack on Saint Paul, a
city in Minnesota Recovery efforts aren’t over yet, and it’s already clear that
mitigating the disruptive attack is going to be expensive.
A huge
cyberattack has prompted safety concerns in St. Paul, a major Minnesota city.
Last week, a state of emergency was declared (https://qoaoyzd.clicks.mlsend2.com/ty/c/eyJ2Ijoie1wiYVwiOjE0MjU5MDUsXCJsXCI6MTYxODExNjE3NDk2OTU4OTcyLFwiclwiOjE2MTgxMTYzMjM3NzMwMDUzNn0iLCJzIjoiZGY2YjEzYTBkZjI5ZjNiMSJ9),
and the breach seems to be so bad that Governor Tim Walz has had to deploy the
National Guard.Crippling hacks that knock out city services are a hallmark of
ransomware incidents (https://qoaoyzd.clicks.mlsend2.com/ty/c/eyJ2Ijoie1wiYVwiOjE0MjU5MDUsXCJsXCI6MTYxODExNjE3NTAxMTUzMjc5LFwiclwiOjE2MTgxMTYzMjM3NzMwMDUzNn0iLCJzIjoiYTNkY2Y4YWUzYjc5NGY3ZSJ9),
in which cybercriminals deploy data-scrambling software to paralyze victim
networks until a ransom payment is made.
St.
Paul’s cybersecurity protection system first detected “suspicious activity” on
its network on July 25th.
After
a quick investigation, St. Paul Mayor Melvin Carter said that the city’s IT
systems were shut down on July 28th to isolate local infrastructure from
potential damage.
“This
was not a system glitch or technical error. This was a deliberate, coordinated
digital attack carried out by a sophisticated external actor intentionally and
criminally targeting our city’s information infrastructure,” Carter said at
Tuesday's news conference.
Carter
has also swiftly declared a state of emergency in St. Paul, while Minnesota
Governor Tim Walz, seeing that the attack was too large and complex for the
city to handle on its own, has activated the state’s National Guard and its
cyber team.
“We
are committed to working alongside the City of Saint Paul to restore
cybersecurity as quickly as possible,” Walz said (https://mn.gov/governor/newsroom/press-releases/#/detail/appId/1/id/699945).
“The
Minnesota National Guard’s cyber forces will collaborate with city, state, and
federal officials to resolve the situation and mitigate lasting impacts. Above
all, we are committed to protecting the safety and security of the people of
St. Paul.”
St.
Paul’s IT systems were already shut on Monday as a defensive step. For
instance, city buildings like libraries and recreation centers now have no
WiFi. Key emergency services, including 911, have remained operational, though.
Is the
people’s data at risk? According to Carter, the attack appears to be limited to
city systems. But St. Paul holds “limited” data on residents who are not city
employees, so staying alert about your personal data would be smart.
Why It
Matters:
Hacking
attacks – mostly using ransomware – now hit American cities every few days.
They are expensive to mitigate and extremely disruptive: if the records are
altered or permanently lost, recollecting them is extremely difficult. That’s
why secure backups are a must.
GZB
looks at this as a probe. If we were to Red Cell this, — if I were China — I
would pick a mid-tier city like St. Paul to study the effects of the hack,
(cyber warfare) what the reaction time is, what assets are deployed and tied up
by the operation to fix it, a damage assessment on city infrastructure, and the
cost —which falls under economic warfare. These two categories are mostly Gray
Zone categories — enough to damage your enemy, but not enough to require
kinetic conflict.
That
being said, I don’t understand why we’ve allowed China — using cyber hacker
cells like APT-41 and even proxies that use the facade of Ransomeware ECrime
Groups to continue to inflict damage without retaliating in-kind.
Before
Iraq’s Communication Tower was unbuilt by J-DAMS, as Baghdad Bob was live on
the air, an enter button was pressed on a keyboard that uploaded a virus to
everything in the Iraqi Government’s Computer Network. It shut down the entire
system and crippled it.
While
that’s apples and oranges, and China’s infrastructure, with their estimated
110,000 PLA personnel cyber units, dwarfs anything the Iraqis had in 1991,
every government and military computer network has weaknesses and strengths.
There
are chinks in the dragon’s scales everywhere. Why aren’t we counter punching
As I
have discussed with analyst Rob Dodson, China is playing the long game — death
by a thousand cuts. What will this look like in another year, 3, 5, 10 or 20?
Do we just allow them to keep doing this, or do we hit them back and put them
on notice?
Pray.
Train.
Stay
informed.
Build
resilient communities.
See More
MARINES
IN THE LAND DOWN UNDER
In the
dawn light of July 24, Japanese and American amphibious vehicles churned
through the sparkling coastal waters of the Coral Sea, before emerging onto the
sands of a central Queensland beach in Australia.
Two
hours to the east, another amphibious lodgment was occurring simultaneously at
Freshwater Beach. This time the main participants were Australia and South
Korea.
A high
operational tempo was maintained during Exercise Talisman Sabre 25, which was
designed to provide intense training to ensure all forces are capable,
interoperable, deployable on short notice and combat ready.
Why It
Matters:
The
two events, part of a combined joint forcible entry operation, formed the
culminating activity for Exercise Talisman Sabre 2025, held in Australia from
July 13-27. They were the most sophisticated amphibious landings ever attempted
in the eleven iterations of Talisman Sabre so far.
U.S.
NEW ROBBERY TREND
Armed
robbers target bar hoppers in ritzy blue city neighborhood: ‘Held the gun to my
head’
Woman
says Chicago attackers held gun to her head while demanding phone password and
Cash App access.
Police
in Chicago, Illinois are urging residents to be cautious after a slew of
violent robberies targeting mainly drunk individuals in the city's River North
neighborhood.
The
men befriended people who appeared to be intoxicated before stealing their
property and beating them, police said. The robberies occurred during the early
morning hours when bars and restaurants were closing.
One of
the individuals robbed, Tori Ledzema, told FOX 32 she was forcibly pushed to
the ground by four individuals in ski masks while she was headed to Pilates at
5:30 a.m. She said the men attempted to gain access to her phone.
“If
they can hold the phone up to your face, if they can beat you until you give
them passcodes, they will go in and transfer money."
—
Former FBI special agent Jonathan Gilliam
Why It
Matters:
This
could be something that is “copy-catted” elsewhere in blue cities and states
where unconstitutional gun laws infringe on people’s right to have the means to
defend themselves. More than just that, many Americans still incorrectly
presume that their everyday life is protected by law enforcement officers — who
simply cannot be everywhere all at once no matter how good they are. Martial
Arts and self defense classes are available everywhere and situational
awareness is a real thing. Not having planned for any contingency — is every
one’s primary downfall. It is our own responsibility to be able to defend
ourselves — and maybe don’t go out to bars and get drunk. My Dad uses to say,
“Nothing good happens after dark in town.”
WARGAMING
AND AI IN IT’S HEYDAY
Twenty
years ago, an explosion occurred in professional baseball as traditional
baseball scouts — relying on decades of personal experience — collided with
data scientists bringing new approaches and technology into the evaluation of
baseball players. There were raucous debates on which approach would reign
supreme: human expertise or numbers and statistics? We now know that neither
approach would win out; the best baseball teams across the major leagues rely
on a mix of human expertise and advanced statistics to provide the most
complete assessment of talent.
Fast
forward to today and a similar tension has formed in the field of defense
wargaming where traditional wargamers — relying on years of expertise and
bespoke game designs — are coming to grips with rapid advances in modeling and
simulation and artificial intelligence.
Just
like in baseball, the future of wargaming lies in a marriage of modeling and
simulation, human expertise and AI.
To
understand why wargaming is having its “Moneyball” moment (https://www.imdb.com/title/tt1210166/),
you have to first unpack what makes traditional wargaming so valuable.
Wargaming
is fundamentally about human decision-making, but its magic is in the
experiential learning opportunities the games provide (https://warontherocks.com/2025/06/too-much-tech-can-ruin-wargames/).
War is never simple. There is no “all-seeing eye” that provides perfect
information. Hence, wargaming explores how humans make decisions in imperfect
scenarios, and how other humans respond to those decisions.
Wargames
have served as an indispensable tool in this exploration. They provide a way to
exercise the decision-making process, explore why choices were made and
determine what the implications might be. However, being human-centric isn’t
always efficient. Wargames often require months of planning by experienced
wargamers who deeply understand the defense issues at play. They also require
human players with the expertise to emulate the various parties in a conflict.
All this means wargames are often hosted on an annual cycle and can only
explore a small number of the potential scenarios a national security leader
might encounter.
After
all, how many people could plausibly play the role of Vladimir Putin or Xi
Jinping? the Atatollah? Kim Jong Un? Machines absolutely cannot become accurate
representations of those individuals — no matter how much data you study as a
person or program into an AI application.
Why It
Matters:
Armies
of psychologists have spent entire careers attempting to understand human
decision-making. It’s not easy to boil down to numbers and equations. Moreover,
it’s conveyed through conversation, discussion and debate, something that
technology has yet to harness or replicate.
This
is what Rob Dodson and myself both agree on. Machines can help processes — but
cannot replace human beings — especially when in comes to Intelligence Analysis
& Conflict Threat Assessment.
‘Pray.
Train.
Stay
informed.
Build
resilient communities.
Middle
East Forum Report on DHS support for Terror Organizations
The
Middle East Forum just released a report documenting $25 million in Department
of Homeland Security (DHS) funding that went to terror-supporting groups
associated with Hamas, Hezbollah, the Muslim Brotherhood, and the Islamic
Republic of Iran.
This
Middle East Forum (MEF) report analyzes Department of Homeland Security (DHS)
grants awarded to terror-linked and extremist organizations. According to this
study, DHS authorized over $25 million between 2013 and 2023 to radical groups,
many with documented links to foreign terrorist organizations. The funding was
distributed through three DHS spending programs, with the majority originating
from the Federal Emergency Management Administration (FEMA). Based on this
review, DHS grant beneficiaries seemingly share a common ideological heritage
with groups like the Taliban, the Islamic State in Iraq and Syria (ISIS),
Hamas, and the Islamic Republic of Iran.
The
DHS grants that are the focus of this study were intended for nonprofit
security, disaster relief, and countering violent extremism programs. These
grants were awarded to mosques, Islamic schools, charities, civil rights
nonprofits, and political advocacy groups. According to this study, an alarming
number of these Islamic institutions display signs of religious extremism, with
many linked to international terrorist groups, Islamist regimes, and foreign
extremist movements.
Key
Findings:
•
Between 2013 and 2023, DHS allocated a total of $25,070,511.74 was allocated to
organizations identified as having ideological links to Islamist sects and
foreign extremist movements.
•
Grants were issued to groups connected to the Muslim Brotherhood Hezbollah
(https://www.middleeasteye.net/news/hezbollah-question-hangs-over-lebanese-voting-us),
Jamaat-e-Islami (https://www.meforum.org/islamist-watch/catalogue-of-icna-links-to-jamaat-e-islami),
the Nation of Islam, (https://thenationsmosque.org/about/) and the
Islamic Republic of Iran (https://www.state.gov/state-sponsors-of-terrorism/).
DHS grants funded organizations whose leaders have expressed antisemitic views,
support for terrorist groups, and calls for violence against the West and
Israel. Several recipients, such as Dar al-Hijrah and the Islamic Center of San
Diego, have documented histories of hosting terrorists (https://www.kpbs.org/news/midday-edition/2011/09/06/retracing-story-911-hijackers-san-diego),
including 9/11 hijackers (https://ctc.westpoint.edu/anwar-al-awlaqi-profile-of-a-jihadi-radicalizer/).
• DHS
allocated $750,000 to mosques suspected of operating on behalf of the Islamic
Republic of Iran or its proxies, including the Islamic Center of America (https://www.memri.org/jttm/islamic-center-america-held-memorial-service-hizbullah-operative)
and the Islamic House of Wisdom (https://www.memri.org/reports/dearborn-heights-michigan-islamic-scholar-hussain-al-nashed-says-irans-islamic-revolution)
near Detroit, Michigan, and the Islamic Ahlul Bayt Association (https://www.meforum.org/fwi/fwi-research/texas-state-government-gives-13-million-to-islamist-mosques-and-community-groups#islamic-ahlul-bayt-association-2)
in Austin, Texas. Iran faces strict sanctions as a U.S.-designated state
sponsor of terrorism, raising serious concerns over the funding of potential
foreign-controlled religious institutions.
• The
Islamic Circle of North America (ICNA) Relief received the largest
appropriations, totaling $10,346,248 in disaster relief funding despite its
ties to Jamaat-e-Islami (https://www.meforum.org/islamist-watch/catalogue-of-icna-links-to-jamaat-e-islami),
a South Asian Islamist movement involved in a 1971 genocide (https://www.aei.org/op-eds/designate-bangladeshs-jamaat-e-islami-as-a-foreign-terrorist-organization/)
against secular intellectuals in Bangladesh that killed up to 3 million people.
Jamaat-e-Islami’s militant wing, Hizbul Mujahideen (https://uplopen.com/reader/chapters/pdf/10.1515/9783839475478-039),
is a U.S.-designated terrorist organization (https://in.usembassy.gov/state-department-terrorist-designation-hizbul-mujahideen/).
• A
significant portion of DHS spending is allocated through FEMA under the
Nonprofit Security Grant Program (https://www.fema.gov/grants/preparedness/nonprofit-security)
(NSGP), which grants money to religious nonprofits for physical security
improvements. These funds are not just available to houses of worship, which
are historically vulnerable to mass shootings and hate crimes, but to extremist
political advocacy groups and charities.
• DHS
has allocated $3,375,266 in Countering Violent Extremism (CVE) funding to
radical organizations. Islamist groups that instigate political violence
through dehumanizing or supremacist rhetoric have not only received millions of
dollars in DHS funding to help fight extremism; these groups helped establish
and shape the government’s deradicalization program.
This
study highlights serious concerns regarding the allocation of federal Homeland
Security funds to terror-linked groups and extremists. While these grants were
authorized for seemingly benign purposes—security, counter-extremism, and
disaster relief—the beneficiaries’ ties to designated terrorist entities and
violent Islamist movements raise urgent questions about oversight and
accountability in DHS funding programs.
Example:
Islamic Center of San Diego
(https://www.youtube.com/watch?v=zq-tiLC31pA&t=45s)
The
Islamic Center of San Diego (ICSD) is located in the heart of Clairmont,
California, and is the largest mosque (https://www.youtube.com/watch?v=zq-tiLC31pA)
in San Diego. Between 2015 and 2023, DHS appropriated (https://meforumm-my.sharepoint.com/:x:/g/personal/stanley_meforum_org/ETid4hb5EJpFohgde1JZ3O8B8II5JavAEBVO_fkHVsbyTA?e=kODOMt&wdLOR=c2ED79AD7-F8FE-428D-AE89-2AC36589D3D3)
over $370,000 to ICSD in NSGP grants, including funds to help prepare for and
respond to acts of terrorism. However, the San Diego mosque has a history of
promoting the same extreme ideas the nonprofit security program was designed to
prevent.
A 2005 study
(https://freedomhouse.org/sites/default/files/inline_images/Saudi%2520Publications%2520on%2520Hate%2520Ideology%2520Invade%2520American%2520Mosques.pdf)
from the Center for Religious Freedom determined that ICSD was one of a handful
of mosques in America found in possession of “Saudi hate ideology” materials,
or a list of books and other publications identified as extremist Wahhabi
literature. A congressional inquiry (https://www.archives.gov/files/declassification/iscap/pdf/2014-089-doc01.pdf)
into the September 11 attacks found that the FBI believed the San Diego mosque
was responsible for laundering millions of dollars in cash from Saudi Arabia to
the Al Barakat Trading Company and other businesses affiliated with Osama Bin
Laden.
Khalid
al-Mihdhar and Nawaf al-Hazmi, two of the 9/11 hijackers who would crash
American Airlines Flight 77 into the Pentagon, attended (https://www.investigativeproject.org/mosques/378/islamic-center-of-san-diego)ICSDICSD)
and received assistance from fellow worshipers in obtaining Social Security
cards and drivers licenses, purchasing a car, and finding local housing. The
pair even accessed funds from the nephew of 9/11 mastermind Khalid Sheikh
Mohammed through a bank account (https://www.investigativeproject.org/mosques/378/islamic-center-of-san-diego)
belonging to an administrator at ICSD.
Jehad
Serwan Mostafa, the most wanted (https://holliesmckay.substack.com/p/dispatches-who-is-the-us-governments)AmericanAmerican)
terrorist in the world, attended ICSD before joining Al Shabaab, where he
serves as a senior official in the upper echelons of the Al-Qaeda terrorist
group. Imam Taha Hassane, the head imam at ICSD since shortly after 9/11, said
(https://holliesmckay.substack.com/p/dispatches-who-is-the-us-governments)hehe)
was “shocked” to learn of Mostafa’s extremism.
The
day after Hamas’s October 7 massacre in Israel, Hassane wrote (https://islamism.news/news/hamas-massacre-brings-out-san-diego-imams-true-colors/)
in a now-deleted Instagram post: “Resistance is the only option for a people
under occupation.” In an October 20 sermon (https://www.instagram.com/reel/CypRQvLLj6N/?igsh=cnBsbm13MDdqaG03),
he reinforced this stance, stating, “Resistance is justified, resistance when
people are occupied becomes a human right.”
Speaking
at ICSD in December 2023, Taher Herzallah of the Hamas-linked (https://m.jpost.com/diaspora/antisemitism/article-848086)
American Muslims for Palestine called (https://www.memri.org/reports/american-muslims-palestine-official-taher-herzallah-san-diego-mosque-time-make-zionists-feel)
on the congregation to make Zionists feel “very uncomfortable on campus.” He
implored his audience to follow the example of Gazans on October 7.
Pray.
Train.
Stay
informed.
Build
resilient communities.
U.S.
& ECUADOR
US and
Ecuador sign agreement to combat transnational crime
The
United States and Ecuador signed a bilateral agreement in Quito during a visit
by U.S. Homeland Security Secretary Kristi Noem aimed at bolstering
collaboration against transnational criminal networks. The agreement enables
the exchange of intelligence on suspected offenders and risk assessments of
travelers and cargo. Noem described the efforts as crucial to improving
security and ensuring that migration occurs within legal frameworks. The
initiative is part of a broader U.S. strategy to strengthen regional
cooperation in cracking down on organized crime and illegal immigration,
targeting groups such as Venezuela’s Tren de Aragua, designated as a foreign
terrorist organization by Washington. The deal followed a similar agreement
signed with Chile the previous day, which includes sharing biometric data to
flag potentially dangerous migrants. (AP)
NOTE:
This effort also needs to focus on transnational crime's ties to violent
extremists and not just the criminals. Central and South America's large
narco-traffice enterprises provide significant financial support to extremists.
A recent webinar stated that the relationship between Hezbollah and the drug
cartesl was worth $1.2 Billion a year (this was prior to the Hamas invaision).
RUSSO-UKRAINE
WAR
Strategic
Implications of Russia's Claimed Capture of Chasiv Yar in Ukraine
Russia’s
claimed capture of Chasiv Yar marks a notable development in its eastern
Ukraine campaign. The town, located on high ground in Donetsk, has been a key
defensive position for Ukrainian forces and a staging area for counterattacks,
especially during the protracted battle for nearby Bakhmut. Chasiv Yar sits
along vital supply routes near major Ukrainian-held cities such as
Kostiantynivka, Sloviansk, and Kramatorsk. Control of the town could
potentially facilitate further Russian advances toward these urban centers,
impacting the broader security landscape in the region. However, Ukrainian
officials have downplayed the town’s strategic value, suggesting its capture
may be more symbolic than decisive. Heavy damage to infrastructure and a
significant population decline limit its operational utility for Russian
forces. (Reuters)
NOTE:
The Ukrainian position sounds more like an about face on the value of Chasiv
Yar as it was key terrain for their counter activities against the Russians in
Donetsk.
NOKO
NAUGHTY HACKERS
North
Korean hackers target open-source repositories in new espionage campaign
Lazarus,
the notorious North Korean state-backed hacking group, is exploiting
open-source software repositories like npm and PyPI to conduct a wide-reaching
espionage campaign, according to cybersecurity firm Sonatype. Between January
and July, 234 malicious packages were identified and blocked, many
impersonating legitimate developer tools to steal credentials, implant
backdoors, and surveil users. Over 36,000 developers may have been affected.
Lazarus used tactics like typosquatting and brand impersonation to sneak
malware into popular tools. The malicious code deployed tools like keyloggers
and clipboard stealers, aiming for long-term infiltration rather than immediate
financial gain. This marks a shift for Lazarus from cryptocurrency thefts to
espionage targeting DevOps and CI/CD environments. Sonatype warns that the
trust-based nature of open-source ecosystems is being manipulated for
geopolitical purposes, reflecting a broader trend of cyberattacks through
compromised software supply chains. (The Record)
NOTE:
Repositories also provide a means of introducing malicious code. Developers
seldom check the repositories for such software, mistakening the fact they are
build by the vendor, they would be free of such code.
MICROSOFT
EXPOSES MOSCOW
Microsoft
reveals Kremlin spying on foreign embassies in Moscow through cyber-espionage
at ISP level
Microsoft
has released a new report, revealing that the Russian government is using its
control over local internet service providers (ISPs) to conduct cyber-espionage
against foreign embassies in Moscow. The campaign, active since at least 2024,
is attributed to Secret Blizzard (also known as Turla), an infamous group
linked to Russia’s FSB. Using adversary-in-the-middle (AiTM) techniques, the
group installs malware like ApolloShadow by redirecting users to malicious
captive portals. These portals mimic legitimate login pages, prompting victims
to unknowingly download malware disguised as antivirus software. Microsoft
believes Russia’s domestic surveillance system, SORM, plays a key role in
facilitating these attacks. The campaign targets diplomatic entities using
Russian ISPs, posing major security risks. Microsoft warns that similar tactics
may spread to countries like China, Iran, and North Korea. The strategy
represents a shift from passive monitoring to direct system intrusion,
collapsing the line between surveillance and offensive cyber operations.
U.S.
DATA BREACH
IBM:
Average cost of a data breach in US shoots to record $10 million
BM’s
latest data breach report shows a mixed global picture: while the average
worldwide cost of a data breach fell 9% to $4.4 million, the average cost in
the U.S. rose sharply to a record $10 million. This increase was driven by
stricter regulatory penalties and the rising cost of detection systems. IBM
analyzed 600 breaches from March 2024 to February 2025 and found that countries
like Italy, Germany, and South Korea saw significant cost declines. The
healthcare sector remained the most expensive for breaches, averaging $7.42
million, and took the longest to contain, at 279 days, five weeks longer than
the global average. Malicious insider attacks were the most costly at nearly $5
million, and supply chain breaches were the hardest to detect. Despite high
costs, 63% of organizations refused to pay ransomware demands. Interestingly,
those that involved law enforcement tended to have lower breach costs overall.
(Cyber Scoop)
NOTE:
The cost of a data breach is often miscalculated. Organizations need to
understand the overall cost to the business, not just the effort of the IT
department.
ISRAEL
Israel
evacuates diplomatic staff in the UAE, Israeli media say
srael
is evacuating the majority of its diplomatic staff from the United Arab
Emirates, according to Israeli media, following an upgraded travel warning
issued by Israel’s National Security Council. The warning cites increased
threats from groups such as Iran, Hamas, Hezbollah, and Global Jihad,
particularly targeting Israelis and Jews in the UAE during Jewish holidays. The
move comes amid fears of retaliation for Israel’s recent military action
against Iran and growing international criticism over the crisis in Gaza. The
UAE, which normalized ties with Israel in 2020 under the Abraham Accords, has
not commented on the evacuation. In March, the country sentenced three
individuals to death for the rare murder of an Israeli-Moldovan rabbi,
highlighting emerging security concerns despite the Gulf State’s reputation for
safety.
ARAB
STATES DEMANDS
Arab
States Call for Hamas to Disarm Amid Push for a Palestinian State
For
the first time, all 22 Arab League nations have jointly called on Hamas to
disarm, release hostages, and end its control of Gaza—conditions they say could
help establish a Palestinian state. The surprise declaration, also endorsed by
all 27 EU members and 17 other countries, was made at a U.N. conference in New
York this week, focused on a two-state solution. It condemned Hamas’s Oct. 7
attacks on Israel and proposed a temporary international stabilization force
under U.N. oversight. Despite Arab leaders’ past hesitancy to break publicly
with Hamas, the statement marks a major diplomatic shift. Hamas did not
directly reject the demand to disarm, but it ignored it and reframed the issue
as an internal Palestinian matter, pushing for reforms and elections. The U.S.
and Israel dismissed the conference as premature, citing ongoing war and
security concerns. Meanwhile, countries like France and Britain have pledged to
recognize Palestinian statehood by September if progress stalls. (NYT)
NOTE:
Despite Hamas' statement, this has to be seen as a major win for them. The Arab
League has the ability to influence both sides, Hamas through funding, the
Western world through oil.
DEUTSCHLAND:
STARKER ANSTIEG BEI DER PERSONALBESCHAFFUNG
Germany
Sees Recruitment Surge as NATO Commitments Drive Military Revamp
Germany’s
military is seeing its largest intake in years, a 28% surge in recruits, driven
by renewed emphasis on NATO commitments and defense spending increases. The
surge aligns with Chancellor Merz’s pledge to raise military outlays to 3.5% of
GDP by 2029 and ongoing efforts to improve readiness amid threats from Russia.
Officials link the jump to targeted recruitment campaigns, improved incentives,
and Germany’s recent NATO funding uptick. Bundeswehr personnel now include a
larger share of youth motivated by a sense of duty and growing fear of
geopolitical instability. Defense Minister Boris Pistorius hailed the progress
as a turning point after years of under-staffing and equipment shortfalls. NATO
representatives welcomed the trend but emphasized that larger structural
reforms, especially modernization of equipment and logistics, remain critical.
(Reuters)
NOTE:
This is a major win for Germany. Over the past few decades military service has
shown a decline in recruiting. At the time this was said to be linked to the
downing of the Berlin Wall and the lack of a defined threat. As noted in the
article, if there is not a parallel effort to improve the moderninzation of
equipment and logistics, this surge will be be sustained.
IRAN’S
WATER SHORTAGE
Iran
is continuing to face severe water shortages. Director of the United Nations
University Institute for Water, Environment, and Health Kaveh Madani told CNN
on July 31 that Tehran Province could run out of water within weeks.[xxx]
Iranian President Masoud Pezeshkian warned on July 31 that dams in Tehran will
become empty by September or October if Iranians do not reduce water
consumption.[xxxi] The CEO of the Tehran Provincial Water and Wastewater
Company said on July 17 that citizens in Tehran must reduce water consumption
by 20 percent to “overcome” the water crisis, and that there has been a 7
percent decrease in consumption so far.
Why It
Matters:
The
Iranian regime will likely not be able to meaningfully improve this water
crisis if it does not address underlying issues, such as mismanagement and
unsustainable development. President Pezeshkian met with regime officials,
including Energy Minister Abbas Aliabadi and Interior Minister Eskandar Momeni,
on July 31 to discuss potential solutions for the water shortages.
NUKE’S
POSITIONED
President
Donald Trump announced Friday that he has "ordered two Nuclear Submarines
to be positioned in the appropriate regions" following "highly
provocative statements" made by former Russian President Dmitry Medvedev.
Medvedev
said earlier this week that Trump's new deadline for Russia (https://www.foxnews.com/category/world/world-regions/russia)
to end the conflict with Ukraine is an additional "step towards war."
"Based
on the highly provocative statements of the Former President of Russia, Dmitry
Medvedev, who is now the Deputy Chairman of the Security Council of the Russian
Federation, I have ordered two Nuclear Submarines to be positioned in the
appropriate regions, just in case these foolish and inflammatory statements are
more than just that," Trump said in a post on Truth Social.
“Words
are very important, and can often lead to unintended consequences, I hope this
will not be one of those instances," he added.
There
was no immediate response to Trump's comments from Russia. Medvedev, now the
deputy chairman of the Security Council of Russia, cautioned that Trump’s
announcement Monday that Russia must end the conflict with Ukraine in 10 to 12
days would not end well for the U.S.
Why It
Matters:
Trump’s
remarks come as his frustration with Putin has grown in recent weeks amid no
progress toward peace between Russia and Ukraine, and just a day after Russia
launched more than 300 drones, four cruise missiles and three ballistic
missiles into Ukraine, according to the Ukrainian air force.
Trump
also wrote on Truth Social Friday that "I have just been informed that
almost 20,000 Russian soldiers died this month in the ridiculous War with
Ukraine.
GZB
INFOCUS: TARIFFS
On
Aug. 1, President Donald Trump signed an executive order introducing import
duties of 10 percent to 41 percent on 69 countries and territories and the
European Union. Global stock markets fell accordingly. Yet the reaction is less
a result of the tariffs themselves and more a result of volatility and
uncertainty; markets believed Trump would not resume the trade war for another
few months. Either way, the new tariffs take effect Aug. 7. The deferment
period of the past 90 days or so were meant for countries to make new
arrangements with the U.S., but only a few trade agreements have been
officially reached. Negotiations on others continue.
The
use of tariff regulation continues to be a tool of the Trump administration’s
foreign policy. The rationale continues to be that tariffs will pressure
countries to align with Washington’s newfound interests and will bring
unenthusiastic countries to the negotiating table. The downside to this
strategy is that it adds instability to the general threat of slowed GDP growth
and risks more prices increases in the U.S. market. So far, in some ways we are
winning and new and better trade deals are being made.
Pray.
Train.
Stay
informed.
Build
resilient communities.
See More
There's not much better than the music of the Vietnam era. I've heard youngsters call it our 'helicopter music'
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GZB MORNING BRIEF: EU MIGRATION &
TERRORISM
Summer
months in Europe traditionally bring calmer seas, which in turn bring more
immigrants across the Mediterranean. Some nations are already wary. This year,
for example, Greece has seen a fourfold increase in arrivals on outlying
islands thanks to a newly active southern route from Libya. More than 7,000
people arrived in the first half of 2025, compared with roughly 1,750 during
the same period in 2024. In response, Greek authorities warned of a “sharp
increase in irregular arrivals by sea from North Africa” and, in July, the
Greek parliament voted to suspend asylum processing for migrants arriving by
sea from North Africa for three months.
Several
other countries have seen an uptick too. Crucially, the surge is explained not
just by calmer waters but also by several overlapping factors, some of which
reflect long-term structural pressures affecting the Middle East and North
Africa.
Salting
Migrants Flows
Conflicts,
Jihadist and Terror groups new and old remain a primary driver of displacement.
The war in Sudan, which erupted in 2023, has forced millions from their homes.
Persistent violence in the Sahel, ongoing instability in Syria and
deteriorating security conditions under Taliban rule in Afghanistan also
continue to push people toward Europe. Now may be a prime window of opportunity
to salt the flow of asylum seekers with trained terror cel operatives — and it
is likely that some of these Terror orgs are not only using smuggling routes to
bring fighters to Europe, but have monetized their smuggling operations as a
source of revenue.
Even
regions without full-scale conflict have become major points of departure.
Eastern Libya, for example, remains unstable and lightly governed, allowing
smuggling networks to operate with impunity. As a result, Libya has become a
key launching point for boats bound for southern Europe. Many of those arriving
in Greece – particularly on the islands of Crete and Gavdos – are refugees from
war-torn countries.
Severe
economic decline is another major force behind the rise in migration. Tunisia
is in the throes of financial crisis, with rampant inflation and soaring
unemployment, which has pushed Tunisians and sub-Saharan African migrants to
risk dangerous crossings to Europe. Similar economic malaise is evident in
Lebanon and Turkey, where collapsing currencies and strained public services
have diminished quality of life and increased outward migration.
In
West Africa, a lack of opportunity – compounded by the lingering effects of the
COVID-19 pandemic and persistent governance challenges – has driven many young
people from countries like Senegal, Mali and the Ivory Coast to undertake the
perilous Atlantic journey to Spain. These economic pressures feed what experts
call "mixed migration": movements that include people fleeing
persecution and those seeking better economic futures.
Environmental
degradation is also playing a growing role in driving migration. Across the
Middle East and Africa, prolonged droughts, extreme heat and crop failures have
undermined rural livelihoods and food security. In many cases, climate-related
hardship pushes people to migrate internally first, toward cities, and
eventually abroad. The Sahel, already volatile due to jihadist terrorism, armed
conflict and weak governance, is experiencing intensified resource competition
as climate change makes land and water scarcer. This convergence of crises –
war, economic collapse and ecological deterioration – has created the
conditions for mass displacement.
Preemptive
Measures
The
coming migratory pressure – and its political discontents – forced the European
Union to take preemptive action. In 2024, it approved a landmark agreement
called the New Pact on Migration and Asylum, the purpose of which was to strike
a better balance between responsibility and solidarity, ensuring that no single
country bears a disproportionate burden.
The
pact also includes regulations designed to streamline asylum procedures,
particularly at the bloc's external borders, to accelerate the return of those
deemed ineligible for protection, and to expand cooperation with third
countries to manage migration flows more effectively. A key feature is a new
solidarity mechanism that allows member states to contribute either by hosting
relocated asylum seekers or by offering financial and operational support
instead.
However,
the agreement isn’t going into effect until 2026, so the member states are
effectively hedging their bets, prompting a mix of crisis response policies to
address migration flows. The way they are proceeding now, however, will likely
shape how the pact is implemented next year.
Conclusions
The
most significant challenge is solidarity itself. While the pact obliges member
states to support those under pressure — either by accepting asylum seekers or
contributing financially — many countries still rely on unilateral or bilateral
fixes. Hungary and Poland opposed the pact outright, and by late 2024, more
than half of EU members had yet to submit implementation plans. Without full
buy-in, the pact could be undermined before it even takes effect.
Ultimately,
current national measures may be more a reflection of a system in transition
than outright defiance. But the longer these ad hoc approaches continue, the
harder it will be for the EU to deliver on its promise of a collective
migration policy — and the more terrorists will be pushed through the pipeline
towards large European cities, where there are plenty of mosques and safe
houses that will take them in — and these terror cells could be given the green
light to activate in the summer of 2026.
Again,
my best guess is that July 4th will be the day sit pops off here in the U.S.,
so in May and June of 2026 I will be looking at embassies and EU cities as
indicators. But we still have to get through September, and the 11th is
probably a day we should all be preparing for.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END REPORT
GRAY ZONE MORNING BRIEF
14 JULY 2025
CHINA: THE SITREP
FROM THE ANALYST RUMOR MILL
Rumors say
mighty Xi Jinping will lose his Communist Party and Chinese state posts in the
next few months. There is, however, also a large group of China watchers and
academics who say that little or nothing is out of place and Xi is fine.
Whatever the
truth, the U.S. and other countries need to prepare for the regime to lash out
without warning. Xi may now have reason to take the world by surprise.
There are
clear signs that Xi has lost control of the People's Liberation Army, the most
important faction in the Communist Party of China. A series of articles,
beginning on July 9 of last year, in PLA Daily, the military's main propaganda
organ, praised (https://jamestown.org/program/pla-factions-and-the-erosion-of-xis-power-over-the-military/)"collective"collective) leadership," a clear
criticism of Xi's one-man style of rule. At the same time, many of Xi's
loyalists were removed from their posts.
The most
prominent of those removed was Xi's No. 1 hatchet man, General He Weidong, last
seen in public on March 11.
Some believe
the general, the No. 2 uniformed officer, was "suicided (https://x.com/jenniferzeng97/status/1926087099347853562?s=61)" in May in the military's 301 Hospital in
Beijing, at about the same time that another Xi supporter, General He Hongjun,
was also reportedly killed.
There are
also indications that Xi has lost the support of senior civilian officials. His
absence (https://www.cnn.com/2025/07/05/china/brics-summit-china-xi-absence-intl-hnk) from the BRICS summit in Rio de Janeiro in early
July -- the first time he had skipped this event as China's leader -- sparked
talk that either he was in so much trouble that he felt he had to stay close to
Beijing or that others in the leadership had prevented him from leaving the
country.
Analysts who
closely track the Communist Party — today's version of the Cold War's
Kremlinologists — have noticed that state and Party media, from late April to
late June, portrayed Xi in a diminished role. For instance, Charles Burton of
the Prague-based Sinopsis think tank, pointed out that Xi at a Communist Party
symposium on June 13 was publicly forced to praise "collective
leadership," another sign that he had lost influence.
Nonetheless,
many academics and veteran China watchers think that nothing unusual has
occurred. "Much of the speculation about Xi's political misfortunes relies
on unsubstantiated rumors or glaring ignorance of context," writes (https://sinoinsider.com/2025/06/xi-is-losing-power-or-is-he/) SinoInsider, a New York-based China consultancy,
in a widely circulated June 25 analysis. "In some cases, a cursory look at
the so-called 'signs' reveals them to be entirely normal occurrences. In other
cases, there are simpler and more convincing explanations for developments
regarded as unusual."
At the
moment, there is great disagreement among China analysts about whether the
Party's Politburo had issued rules, publicized (https://www.gov.cn/yaowen/liebiao/202506/content_7030021.htm) on June 30, to restrict Xi's powers over internal
commissions and groups. Hong Kong's South China Morning Post carried a piece
suggesting (https://www.scmp.com/news/china/politics/article/3317101/new-communist-party-rules-hint-chinas-xi-jinping-delegating-more-power-deputies) that Xi himself initiated the rules because he
wanted to delegate power.
Strongman Xi
is not known for delegating power, but in any event, there are too many
out-of-the-ordinary events this year to explain away. "Where there's
smoke, there's fire," Burton, who served as a Canadian diplomat in
Beijing, told Gatestone this month. "Xi is obviously in some sort of
trouble. The smoke keeps pouring out."
What does
all this mean for the rest of the world?
If Xi is
indeed weakened and has accepted his fate, the consequences for other countries
are unlikely to be great. There are reports that Xi's mother in early June
hosted a lunch for Party elders, during which she negotiated her son's safe
withdrawal from the regime. If that rumor is true, a power transition in
Beijing should prove to be relatively smooth.
If Xi is
still in command and is as strong as ever, he would have no additional
incentive to disrupt the status quo.
The world is
at great risk, however, if Xi is now engaged in no-holds-barred fighting for
his political life. In this case — the most probable in my view — he might feel
he has every reason to stop at nothing to save himself. He could, for example,
trigger a confrontation or start a war, not to rally the Chinese people — at
the moment China's people do not want war — but to prevent other senior
Communist Party figures from challenging him.
Xi probably
does not have the power to order the military to launch major operations, such
as an invasion of the main island of Taiwan, but he can trigger a war.
For
instance, he could, through his other channels, activate networks of Chinese
agents in the United States, giving them the go-signal to bring down power
lines, poison reservoirs, bomb shopping centers, start wildfires and kill
Americans in the streets.
It is
apparent that Chinese agents are now in place in America. Toward the end of the
Biden administration, U.S. Border Patrol officers noticed packs of
military-aged Chinese males coming from Mexico, all outfitted in identical kit.
Border Patrol apparently knew (https://www.washingtontimes.com/news/2023/jun/14/chinese-may-be-inserting-military-operatives-throu/) that some pack members had links to the Chinese
military. In addition, Border Patrol suspects that China's military was
orchestrating the infiltration.
The flood of
suspicious Chinese illegal immigrants coincided with a marked increase by
Chinese nationals attempting to gain entry onto American military bases. There
has also been an accompanying uptick in these nationals illicitly surveilling
those facilities. China is obviously studying patterns and searching for
vulnerabilities. This is preparation for attack.
Why would Xi
Jinping order an attack? Perhaps to show other Communist Party figures that he
has the strength to take on the United States — or to create a crisis during
which no one would dare to depose him.
Much of this
is speculation. None of it is within our sphere of control — except how we
react to it. We “Red Cell” and Table Top scenarios for a reason. Are you
prepared for a worst case outcome involving grid attacks, or the hacking of
prominent financial institutions?
What about
if ATMs were offline for only 4 days — do you have cash in hand? What if gas
stations and grocery stores were shut down for 4 days, can you mitigate that?
Do you have enough drinking water, washing water and flushing the toilet water
on hand to survive for a week?
How long
does it take for people to freak out because they cannot recharge their
devices, have no phone, PC, laptop or iPad?
Do you have
solar film or a power brick to charge devices?
Will all the
food in your fridge or freezer go bad because you don’t have a back up power
generator?
One period of
darkness is all it takes for the thin veneer of civilization to be peeled off
and riots, looting and chaos to ensue.
Whether it’s
Al Qaeda/ISIS carrying out carrying Oct. 7th style terror attacks, IRGC Terror
cells seeking to do harm, Russian assets in the Gray Zone using Cold War
tactics, North Korean hackers, or a Chinese covert operation — or even the Los
Angeles fires, a Hurricane in North Carolina, a flood in Texas or a tragic
shooting at a church like in Lexington, Kentucky yesterday — most of these are
things that will happen — some may be thankfully avoided, but it’s not just the
first layer solution of beans, bullets and bandaids that matters — it’s having
a TEAM! As LTC Scott Mann says, it’s “Making Human Connections Like Your Life
Depends On It!”
Not online,
on the internet of things — but within your own community, face to face with
real people. The idea that if shit pops off you are going to somehow “lone
wolf” it and come out unscathed on the other end isn’t realistic. And wouldn’t
you want to have a team of highly skilled and trained assets to help people
locally? To assist local LEO and first responders or even your State’s Army
National Guard?
Everyone is
an SME (Subject Matter Expert), everyone has a superpower, everyone can be an
asset. C.E.R.T./ FEMA Teams can be built, communities can network — but no one
is coming to save you.
You have to
put in the work and build it yourself. That’s what people in my community did —
and 5 years later, we have a great team of 60 auxiliary assets to our county
and our state. If you plan on doing something like we did, you need to get
started on this yesterday — and my biggest piece of advice — start it off with
prayer to lay the foundation of your success.
Pray.
Train.
Stay
informed.
Build
resilient communities.
—END REPORT-
By all accounts, ISIS-k is a very real and significant threat right now. They struck in Moscow last week and from America's perspective, they are responsible for the Abbey Gate suicide attack during the debacle withdrawal from Afghanistan on Aug 26, 2021 where we lost 13 of our service members, and many more Afghan citizens.
By all accounts, ISIS-k is a very real and significant threat right now. They struck in Moscow last week and from America's perspective, they are responsible for the Abbey Gate suicide attack during the debacle withdrawal from Afghanistan on Aug 26, 2021 where we lost 13 of our service members, and many more Afghan citizens. Please remember 911 and think about our vulnerability today. No 747 air warfare; they're walking right in as I type this post.
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We viewed a very sharp dichotomy this week in America. An event in NY boasted the largest fundraising event in history for their group. And another fundraising group a few miles away announced they would pay the mortgage for the widowed wife of a slain police officer. One served political gain and the other humanity. Is this evil vs good, or just another day in the life?