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2025-09-30 • The White House’s Gaza plan includes a ceasefire, hostage exchange, and stabilization force. It ties

Morning Intelligence – The Gist The White House’s 20-point Gaza blueprint lands like a diplomatic thunderclap: a 72-hour ceasefire, a 1:7 hostage-for-prisoner ratio (250 lifers plus 1,700 detainees), and an International Stabilisation Force to police a demilitarised strip. Trump secures Netany…

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2025-09-29 • Iraq’s Kirkuk-Ceyhan pipeline resumes after 30 months, sending 180-190

Evening Analysis – The Gist Good evening, Iraq’s long-stalled Kirkuk-Ceyhan pipeline is flowing again, sending 180-190 kb/d of Kurdish crude to Türkiye after a 30-month freeze that cost Baghdad an estimated $35 bn in lost revenue. The tripartite deal brokered by Baghdad, Erbil and eight IOCs a…

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2025-09-29 • Russia’s largest attack in months hit Kyiv and other cities, killing 4. Over 40 missiles

Morning Intelligence – The Gist Russia’s heaviest barrage in four months slammed Kyiv and five other Ukrainian cities overnight, killing at least 4 people and wounding a dozen more; officials say 40-plus cruise, ballistic and guided missiles were fired, most during morning rush hour.(apnews.co…

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2025-09-28 • Russia launched 595 drones and 48 missiles at Kyiv and other regions, killing 4 and inj

Evening Analysis – The Gist Russia hurled 595 drones and 48 missiles at Kyiv and eight other regions overnight, killing 4, injuring ≈70 and forcing Poland briefly to close its airspace. Ukrainian defenses intercepted most threats, yet a cardiology clinic and residential blocks were shattered—e…

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2025-09-28 • UN reactivates 2015 sanctions on Iran, cutting arms sales and trade. Inflation soars

Morning Intelligence – The Gist The UN “snap-back” mechanism has fully re-activated the 2015 sanctions regime on Iran after EU-3 negotiators declared Tehran “non-compliant” at midnight GMT. The measures re-ban arms sales, uranium enrichment-related trade and dozens of Iranian entities, resetti…

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2025-09-27 • Supreme Court allows Trump to freeze $4B foreign aid, shifting power to executive, risking U

Evening Analysis – The Gist The U.S. Supreme Court’s 5-4 decision to let President Trump keep $4 billion in congressionally-approved foreign-aid funds on ice tilts the separation-of-powers balance toward an ever-expansive executive. By blessing a “pocket rescission,” the Court effectively gran…

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2025-09-27 • Tehran faces renewed sanctions after the UN rejected a delay bid. Iran’s enriched uranium stockpiles

Morning Intelligence – The Gist Tehran just lost its diplomatic gamble. Early this morning the U.N. Security Council rejected a Russian-Chinese bid to delay the automatic “snap-back” of sanctions on Iran, with the motion failing 4-9 and two abstentions. The result means that as of Sunday, Tehr…

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2025-09-26 • Netanyahu doubles down on Gaza offensive at UN, defying global consensus. Markets wary of geopolitical risks

Evening Analysis – The Gist Israel’s Prime Minister Benjamin Netanyahu used his UN podium today to double-down on a Gaza offensive that has already killed more than 65,000 Palestinians and displaced 90 percent of the enclave’s 2.3 million people(reuters.com). Over 100 diplomats from 50-plus co…

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2025-09-26 • Europe plans to use €200B in frozen Russian reserves for Ukraine, risking economic retaliation. Markets seem

Morning Intelligence – The Gist Europe’s leaders quietly crossed a monetary Rubicon overnight. Berlin signalled it could back Brussels’ proposal to leverage up to €200 billion in frozen Russian reserves to bankroll Ukraine via EU-backed bonds, while Chancellor Merz urged a parallel €140 billio…

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2025-09-25 • Washington’s Gaza blueprint aims to reset Middle-East leverage, offering funds and security but lacks enforcement, risking

Evening Analysis – The Gist Washington’s 21-point Gaza blueprint, floated on the UNGA sidelines, is less a peace plan than a bid to reset Middle-East leverage. It offers reconstruction funds and Arab security guarantees, yet leaves Israel’s 15-month military campaign structurally intact and sa…

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