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Daily Memo: Red Sea Transit, European Tech

Shipping fees. Yemen’s Houthi rebels are working with Iran’s Revolutionary Guard to establish a body that will impose levies on commercial ships passing through the Red Sea, a senior Yemeni official told Asharq Al-Awsat newspaper. According to Yemen’s information minister, the group is trying to position itself as a “de facto authority” in the Red […]

What China’s Missile Test Says About the Pacific Order

On July 6, a Chinese nuclear-powered submarine in the South China Sea launched a nuclear-capable ballistic missile. Carrying a simulated warhead, the missile traveled...

Daily Memo: US Considers Major Air Operation in Iran, Iraq Seethes After US-Saudi Strikes

Plan for escalation. The head of the U.S. Central Command, Adm. Brad Cooper, presented U.S. President Donald Trump with a plan for a 10-...

The Risks of Conflict Expansion from the Gulf to the Caspian

The Strait of Hormuz is nearly 3,000 kilometers (2,000 miles) from the frontline in southeastern Ukraine, but the two wars – one pitting the...

Daily Memo: Houthis Signal Readiness for Major Escalation

Ready for escalation. The balance of power has shifted in favor of Yemen’s Houthi movement, and the group is prepared for a major escalation...

China’s Opportunity in North Korea

Over the past few months, there has been an unprecedented level of diplomatic coordination between China and North Korea. President Xi Jinping visited North...

Daily Memo: Israel Threatens Turkey Over Syria Presence

Israel versus Turkey. Israeli Defense Minister Israel Katz said his country will not allow Turkey to strengthen Syria and turn it against Israel. Katz...

Iran Exposes the Mobilization Gap

The war with Iran has demonstrated both the strength of the U.S. military and the limits of the industrial system supporting it. Washington has...

Daily Memo: Progress on Reopening Hormuz, Kazakhstan Calls for Freezing Ukraine War

Strikes on hold. Negotiations between Iran and Oman on reopening the Strait of Hormuz have yielded progress, unnamed regional officials told CBS News, and...

Thinking About Iran’s Strategy

In geopolitical analysis, strategy is a combination of defining the national interest, having the military and economic power available to pursue it, accurately assessing...

George Answers Your Questions: The War, the Oil Crisis and American Politics

The War, the Oil Crisis and American Politics July 20, 2026 Question: In today’s email, you mention 2 options for the US in dealings with Iran-...

China-Russia Naval Cooperation and Japan’s Response

(click to enlarge) Recurring operations around Japan are improving China and Russia’s ability to coordinate pressure on the U.S.-led regional alliance system. Since 2021, China...
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