A leaked draft of a proposed Ukraine peace plan has triggered confusion in Washington and Kyiv, after Moscow appears to have disclosed its terms early to influence negotiations. The Trump administration is revising the proposal, now suggesting “NATO-level” security guarantees while dropping an audit of U.S. aid in favor of wartime amnesty. President Volodymyr Zelenskyy has signaled conditional openness to talks, although Ukraine’s U.N. delegation has reiterated firm red lines, including no recognition of Russian-held territory and no limits on future alliances. European governments remain opposed. In Lebanon, authorities have arrested Nouh Zaiter, a major figure in the captagon and weapons trade with deep links to Hezbollah and the former Assad regime. His detention signals rising international pressure but is unlikely to dismantle entrenched trafficking networks. In the U.S., the CDC has softened language on debunked vaccine-autism claims, prompting warnings from scientists about renewed public confusion. The administration is also moving to dismantle the Department of Education while redefining “professional degrees,” a shift that may reduce financial aid for key health-care programs. And the financially strained DNC has taken a $15-million loan. Internationally, Ethiopia has asked Kenya to mediate rising tensions with Eritrea; Nigeria faces another mass school kidnapping; Japan has approved a $135-billion stimulus as the yen weakens; the U.S. has expanded sanctions on Iran’s oil network; the IAEA has censured Iran for blocking inspections. |
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Center of Gravity
What you need to know
Confusion over Ukraine peace proposal
Confusion continues to surround the proposed Ukraine peace framework, largely because the draft emerged through an information operation rather than a controlled diplomatic rollout.
The sequence of disclosures indicates that Moscow leaked details of the still-unfinished plan to a U.S. media outlet, most likely to shape the political environment in Washington and Kyiv before the White House or Ukraine had settled on a formal position.
The initial report, carried by Axios, appears to have originated with Kirill Dmitriev, the head of the Russian Direct Investment Fund. This assessment is based on an apparently inadvertent tweet by real-estate developer and Trump associate Steve Witkoff, who seemed to believe he was sending a private message referring to Dmitriev’s role, before quickly deleting it.
The episode resembles a Russian-driven information play that caught the administration off balance and pushed U.S. officials into rapid damage control.
The administration has since attempted to recast the proposal. Officials now say that although the deal would rule out NATO membership for Ukraine, Washington would extend “NATO-level” security guarantees, implying long-term military protection without formal accession. If correct, this would attempt to balance Russia’s insistence on blocking alliance expansion with Ukraine’s demand for credible security guarantees after any settlement.
The substance of the draft has also changed. A reported clause calling for a comprehensive audit of U.S. aid to Ukraine, a provision analysts believe may have been inserted to appeal to domestic political demands, has been replaced with a blanket wartime amnesty. This revision would shield President Volodymyr Zelenskyy’s senior circle from corruption-related pressure and appears designed to reassure Ukrainian officials that a settlement will not expose them to legal jeopardy.
In Kyiv, Zelenskyy told U.S. Army Secretary Dan Driscoll that Ukraine is prepared to negotiate on the Trump administration’s plan, despite its substantial concessions, including ceding territory Ukraine currently controls. After what observers described as initial tension, Zelenskyy agreed to work on the text and expects direct talks with President Donald Trump in the near future. U.S. officials say the document is “flexible,” language that suggests the White House wants to preserve diplomatic room while coping with a backlash among allies.
That backlash has been strongest in Europe, where leaders argue that the proposed arrangement would reward aggression and weaken the continent’s security order.
Ukraine’s own position, set out in New York by Khrystyna Haiovyshyn, Deputy Permanent Representative of Ukraine to the United Nations, was far more rigid than Zelenskyy’s tactical openness. Her statement listed clear red lines: Kyiv will not recognize Russian sovereignty over any occupied territory, it will not accept limits on the size or capabilities of its armed forces or on its sovereign right to choose alliances, and it will not compromise on identity, language, or statehood. She said any credible peace must follow a basic rule, that nothing should be negotiated about Ukraine without Ukraine, or about Europe without Europe.
Haiovyshyn also said Ukraine’s security depends on sustained Western support. Strengthening Ukraine’s defenses, she argued, is not escalation but the only plausible way to pressure Moscow into genuine negotiations. She presented this support as a wider investment in the international order rather than a bilateral gesture.
She added that Moscow will continue its campaign unless confronted with coordinated political, economic, and military pressure. The only realistic route to peace, she concluded, is one in which Russia is compelled to withdraw.
The result is a widening gap between the diplomatic maneuvering around the draft plan and the political realities in both Kyiv and Europe.
While the Kremlin and the White House appear keen to test whether a settlement can be shaped before battlefield conditions shift again, Ukraine’s public position and Europe’s objections point to a far more protracted negotiation, and to the possibility that Moscow’s early leak has already limited the available options.
Known Unknowns: The impact of U.S. tariffs on international trade & especially the U.S. bond market. Whether the U.S. and Iran will restart nuke talks, or whether another round of conflict is likely between the US, Israel, Iran, and their respective allies. Relations of new Syrian government with Israel, international community & ability to maintain stability inside Syria. China’s triggers for military action against Taiwan. U.S. and allied responses to China’s ‘grey zone’ warfare in the South China Sea and north Asia. Ukraine’s ability to withstand Russia’s war of attrition. The potential for the jihadist insurgency in Africa’s Sahel region to consolidate and spread.
Trump Administration
Move fast and break things
CDC alters vaccine guidance
The Centers for Disease Control and Prevention has quietly revised its vaccine-safety webpage under the direction of Robert F. Kennedy Jr., creating the impression that the long-discredited claim linking vaccines to autism remains open for debate.
Scientists and public-health officials regard the change as a sharp departure from decades of federal policy that consistently affirmed a clear scientific consensus: vaccines do not cause autism.
The shift rests on reasoning that experts say overlooks the overwhelming body of evidence accumulated since the 1990s. Kennedy continues to cite Andrew Wakefield’s 1998 paper, which alleged a link between the MMR vaccine and autism. The study was later exposed as fraudulent, formally retracted by The Lancet, and followed by Wakefield being stripped of his medical license for professional misconduct.
In the years after the paper’s publication, researchers carried out some of the largest epidemiological studies in modern medicine. More than twenty major studies, examining millions of children across numerous countries and health systems, found no correlation between vaccination and autism, no plausible biological mechanism, and no statistical pattern that would justify keeping the claim alive. Results were consistent across every demographic group analyzed.
Public-health specialists argue that treating the subject as if it involved two competing and equally credible viewpoints lends unwarranted legitimacy to a myth that has already caused real-world harm, including outbreaks of measles and other preventable diseases. They say science does not rely on balance or sentiment, but on evidence that withstands replication and scrutiny. On this question, the evidence is as firm and as settled as any in contemporary epidemiology.
Critics warn that the CDC’s revised language risks confusing the public, weakening trust, and reopening a debate that was resolved by data long ago. At a time when vaccine hesitancy already presents a growing challenge, they view the change as a step that could carry significant public-health consequences.
Education department redefines professional degrees as it heads towards abolition of itself
The Department of Education has issued a quiet but significant change to its definition of what constitutes a “professional degree,” a category that shapes eligibility for some federal student loans and repayment programs.
Under the revised criteria, programs in nursing and several other health-related fields, including physician assistants, nurse practitioners, physical therapists, and audiologists, no longer qualify as professional programs.
Education analysts say the shift could affect how students in these disciplines obtain federal aid. Professional programs have long been eligible for different borrowing limits, repayment structures, and forgiveness mechanisms. Removing entire segments of healthcare training from that designation may lower students’ borrowing capacity or reassign them to repayment plans that are less advantageous for expensive clinical degrees.
Universities are still seeking clarification from the Department, which has not publicly explained why it excluded large parts of the healthcare workforce at a time of nationwide shortages.
At the same time, the administration has unveiled its long-anticipated plan to disestablish the Department of Education as a standalone cabinet department. Many of its functions will be redistributed across the federal government. According to the announcement, programs and offices that serve schools, universities, and state education systems will be transferred to the Departments of Labor, Interior, Health and Human Services, and State.
Officials describe the restructuring as part of President Donald Trump’s longstanding pledge to reduce federal involvement in education, streamline administration, and “return education to the states.” The Department says dispersing its responsibilities across other agencies will break up what it calls a “federal education bureaucracy” and improve efficiency in delivering grants and services.
The twin moves, redefining professional degrees and dismantling the Department itself, amount to one of the most far-reaching federal shifts in education policy in decades. Their combined impact is likely to reshape funding flows, accreditation standards, and the relationship between Washington and state-level education authorities, with effects that may take years to become clear.
DNC takes on debt as financial pressures grow
The Democratic National Committee quietly secured a $15 million loan in October, a move that party operatives and campaign-finance analysts view as the clearest indication so far that the committee is facing mounting financial strain ahead of the 2024 cycle.
National party committees typically avoid taking on debt unless necessary, relying instead on steady fundraising, major-donor networks, and coordinated spending with state parties and affiliated political action committees. Turning to a loan of this scale suggests the DNC is grappling with cash-flow pressures significant enough to threaten its ability to fund core operations.
The DNC ended the month with $18.3 million in the bank, $15 million of which came from the loan.
People familiar with the committee’s finances say the strain predates the October borrowing. Through the summer and early autumn, the DNC reported modest fundraising while expenses continued to rise. Heavy spending on voter-data infrastructure, legal challenges, ballot-access disputes, and early-state organizing reportedly outpaced incoming contributions. The result has been a widening gap between operational demands and available resources at a time when the party is under pressure to match the Republican National Committee’s increased investment in turnout, litigation, and state-level mobilization.
The loan also reflects a wider strategic difficulty. With Democratic donors increasingly divided among issue groups, outside super-PACs, and high-profile Senate and House contests, the DNC has struggled to command the fundraising attention it enjoyed in earlier cycles. Major donors have channeled resources toward battleground-state organizations they consider more immediately consequential, while small-dollar contributions have slowed across the party’s infrastructure.
Financial strain at the national-committee level carries practical consequences. The DNC is responsible for supporting state-party operations, voter-registration efforts, legal work tied to election administration, and data services that feed into campaigns across the country. If it remains cash-constrained, Democrats may enter the election year at a structural disadvantage, particularly in closely contested states where national support often fills critical gaps.
The October loan buys time, but it also points to deeper problems in the party’s financial structure. Unless fundraising rebounds in early 2024, or major donors provide substantial new funding, the DNC may have to choose between long-term investments and immediate electoral needs. Borrowing as an election year approaches is rarely a sign of organizational strength.
The Middle East
The birthplace of civilization
U.S. expands sanctions on Iran’s shadow oil network
The U.S. Treasury Department’s Office of Foreign Assets Control has announced new sanctions on a network of front companies, brokers, and maritime intermediaries accused of financing Iran’s armed forces through covert oil sales. Treasury officials say these entities form part of a broad commercial structure that has allowed Iran’s military establishment, particularly the Islamic Revolutionary Guard Corps and the Ministry of Defense, to depend more heavily on crude-oil revenues that bypass formal state oversight.
U.S. officials report that the network operates across several jurisdictions, including the Gulf, East Asia, and the Caucasus, and uses layers of shell companies, falsified documentation, and ship-to-ship transfers to conceal the origin of Iranian crude.
The proceeds have provided essential hard-currency inflows to Iran’s military institutions at a time when official budgets have been constrained by domestic economic pressures and long-standing U.S. sanctions.
OFAC has also designated six vessels that form part of the so-called shadow fleet, a group of tankers Iran relies on to transport its oil exports while avoiding detection. These ships often operate with transponders switched off, use forged bills of lading, or shift nominal ownership to complicate monitoring. By placing them under sanctions, the U.S. aims to disrupt the logistical base that supports Iranian shipments to China and other buyers willing to trade outside the formal financial system.
The measures form part of a wider U.S. strategy intended to restrict Iran’s ability to fund regional proxies and military programs. Washington believes Iran has responded to budget pressure by increasing its reliance on off-book oil revenues funneled through opaque commercial channels. Targeting intermediaries and maritime facilitators is therefore seen as a way to weaken the financial pathways that sustain both Iran’s armed forces and its network of foreign partners.
Sanctions specialists note that the effectiveness of the new designations will depend on how vigorously the U.S. enforces secondary sanctions against foreign firms and insurers connected to the shadow fleet. Without strict enforcement, Iran is likely to rebuild its logistical network through new shell entities, as it has done repeatedly over the past decade. By expanding the list of blacklisted vessels and revealing more of the commercial infrastructure behind Iranian oil exports, the U.S. aims to raise the operational and financial costs of maintaining the trade.
IAEA demands Iranian cooperation
The International Atomic Energy Agency (IAEA) Board of Governors has adopted a resolution calling on Iran to provide “full and prompt” cooperation with inspectors, including access to facilities that Tehran has blocked for months. The vote reflects growing concern among Western and regional governments that Iran is accelerating aspects of its nuclear program while restricting the agency’s ability to verify what is taking place inside key sites.
The resolution highlights several longstanding disputes: the IAEA’s inability to obtain clarifying information about traces of undeclared nuclear material found at multiple locations; Iran’s refusal to reinstall cameras and monitoring equipment removed after earlier disagreements; and the agency’s lack of access to centrifuge-production workshops and advanced enrichment facilities.
Tehran rejected the resolution within hours, accusing the IAEA of politicization and claiming that its nuclear activities are peaceful. Iranian officials argued that the resolution was driven by pressure from the United States, France, and the United Kingdom, and warned that additional censure would prompt further “countermeasures.” Iran has used similar language in past standoffs, often preceding steps such as increasing enrichment levels, expanding centrifuge operations, or reducing cooperation with inspectors.
The vote reflects frustration that months of quiet diplomacy have failed to restore even the limited transparency mechanisms that existed after the 2015 Joint Comprehensive Plan of Action. Several board members say Iran has maintained high levels of uranium enriched up to 60 percent purity—far beyond civilian needs—and continues to develop advanced centrifuge capabilities that shorten the time required to produce weapons-grade material.
For now, the resolution does not impose new penalties, but it lays the groundwork for potential referral to the U.N. Security Council if Iran continues to deny access. Such a step would carry political risks: Iran may escalate, Russia and China may block punitive action, and the non-proliferation system could face deeper strain.
The episode underscores a broader trend: the international community’s tools for managing Iran’s nuclear program are weakening as diplomatic leverage erodes, technical capacity advances, and geopolitical divisions widen.
Lebanon arrests drug lord
Lebanese authorities have arrested Nouh Zaiter, one of the country’s most notorious drug traffickers and a central figure in the regional narcotics and weapons trade. Zaiter, who operated for years from the rugged borderlands of the Bekaa Valley, built a sprawling criminal network that moved captagon, hashish, and arms through Syrian territory with the protection or cooperation of factions aligned with the former regime of Bashar al-Assad and with Hezbollah. His operations spanned the porous Lebanese–Syrian frontier, an area long shaped by clans, smuggling groups, and political militias whose interests frequently converge.
Zaiter had been sentenced in absentia to life imprisonment in 2021, but his ability to avoid arrest for so long reflected the political sensitivities surrounding his network. He has functioned as an important node in a wider ecosystem that had supplied the Assad regime with revenue during the Syrian conflict and helped Hezbollah retain influence in the border region.
His capture marks a significant change. It may signal stronger pressure on Lebanon from Gulf states, European partners, and the U.S., all of which have demanded action against the captagon trade, or it may represent an effort by Lebanese authorities to demonstrate that they can still impose some measure of order during a period of political paralysis. Both explanations remain plausible and are not mutually exclusive.
The arrest removes a high-profile figure but will not by itself dismantle the networks he supported. The captagon trade has become one of the most profitable illicit economies in the Levant, with production now rooted inside Syria and distribution channels extending across the region.
Zaiter’s detention, however, suggests that Lebanon may now be ready to target prominent actors whose activities have drawn international scrutiny and helped to fund Hezbollah.
The Global Economy
The ultimate complex system
Japan approves large stimulus as yen weakens
Japan’s cabinet has approved a stimulus package worth about $135 billion, a decision that reflects growing pressure on the government to cushion households and firms from the effects of a sharply weakening yen and persistent inflation. The package combines targeted subsidies, support for energy costs, and measures intended to sustain consumer spending, which has slowed as import prices rise and wage growth struggles to keep pace with living costs.
The announcement comes at a delicate moment for the currency. For months, senior officials at the Ministry of Finance have warned that Tokyo may intervene in the foreign-exchange market if volatility becomes excessive or if the yen moves toward levels that threaten financial stability. Policymakers have suggested that action could occur before the yen reaches 160 to the U.S. dollar, a level traders see as an informal red line.
Since late summer, the yen has weakened from around 145 per dollar to about 157, driven by widening interest-rate differentials between Japan and the United States. With the Federal Reserve maintaining relatively high rates and the Bank of Japan only beginning to retreat from decades of ultra-loose policy, capital has continued to leave yen-denominated assets.
The decline has benefited exporters but increased the cost of imports, especially energy and food, intensifying political pressure on Prime Minister Fumio Kishida’s cabinet.
The stimulus is intended to steady domestic sentiment while the Bank of Japan manages a slow and cautious shift in monetary policy. Market participants argue, however, that fiscal measures alone cannot halt the yen’s depreciation. A credible reversal, in their view, would require either a meaningful change in interest-rate expectations or a foreign-exchange intervention on a scale similar to Tokyo’s actions in 2022.
The outcome will shape Japan’s economic trajectory and influence global currency markets, where the yen remains a widely used safe-haven asset during periods of financial stress.
African Tinderbox
Instability from Sahel to Horn of Africa amid state fragility, Russian interference, & Islamist insurgencies
Ethiopia seeks Kenyan mediation with Eritrea
Reliable regional and diplomatic sources report that Prime Minister Abiy Ahmed of Ethiopia has asked Kenya to mediate rising tensions between Addis Ababa and Eritrea, a request that suggests concern within Ethiopia’s leadership about the risk of open conflict.
According to these accounts, Abiy asked Kenyan President William Ruto to intervene directly with Eritrea’s president, Isaias Afwerki, to open a discreet channel for communication and de-escalation.
Ruto has assigned Noordin Haji, the Director-General of Kenya’s National Intelligence Service, to manage the effort. Haji’s involvement indicates that the process is being handled at senior security and intelligence levels rather than through public diplomacy.
Kenya has long cast itself as a stabilizing actor in the Horn of Africa, and Ruto’s government maintains working relationships with both Abiy and Isaias, placing Nairobi in a position to broker dialogue.
The request reflects wider anxieties about shifting alignments in the region. Relations between Ethiopia and Eritrea, once closely tied during the 2018 peace agreement and the early phases of the Tigray conflict, have deteriorated.
Eritrea is thought to be alarmed by Ethiopia’s push to secure sea access, including discussions about potential port arrangements along the Red Sea, which Asmara views as a strategic threat.
Ethiopia’s domestic pressures, including economic strain, rising insurgencies, and continuing instability in Amhara and Oromia, have increased the danger of external confrontation.
Involving Kenya also serves a political purpose. Nairobi is seen as acceptable to both sides and has the backing of major external partners, including the U.S. and the African Union.
Should the mediation move forward, it may become the principal channel for managing a rift between two states whose rivalry carries the potential to destabilize a region already under deep strain.
Gunmen abduct children from Nigerian school
Armed men have attacked a Catholic school in north-central Nigeria, abducting up to 100 children and staff members in an incident that reflects the country’s worsening security crisis. Local officials say gunmen entered the school compound in the early hours of the morning, overpowered guards, and forced students and teachers into nearby forested areas before fleeing. The exact number taken is still being confirmed, although authorities describe it as substantial.
The assault comes only days after 25 schoolgirls were abducted in a neighboring state, raising fears of a coordinated escalation in kidnappings targeting schools. Security officials suspect that Islamist-aligned Fulani militias, which operate across wide stretches of the central belt, may be responsible. These groups have been linked to earlier attacks on rural communities, churches, and educational institutions, often combining ideological aims with the lucrative trade in ransom-driven kidnapping.
Nigeria’s Middle Belt region has become one of the country’s most volatile areas. A mix of ethnic, religious, and economic tensions has allowed armed groups, including jihadist factions, criminal syndicates, and militant Fulani cells, to expand their activities. Schools have become especially exposed, as security forces remain overstretched and kidnappers have learned that ransoms can be obtained quickly through local mediators, clergy, or community leaders.
The latest abduction has intensified pressure on President Bola Tinubu’s government, which has pledged to reverse Nigeria’s deteriorating security trends but has struggled to deliver clear improvements. Kidnappings for ransom have increased across multiple states, and attacks on schools have become a pointed reminder of the state’s failure to protect its citizens.
International observers warn that the cycle of rural insecurity, displacement, and targeted school attacks will deepen Nigeria’s humanitarian problems. Local leaders say that unless the government commits additional resources to policing and community-level intelligence gathering, armed groups will continue to exploit weak state presence throughout the region.
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What happened today:
164 BC - Judas Maccabeus rededicates the Temple in Jerusalem, later commemorated as Hanukkah. 1620 - Mayflower Compact signed by Plymouth Colony settlers off Massachusetts. 1920 - Bloody Sunday in Dublin, with IRA assassinations and British forces firing on civilians at Croke Park. 1954 - People’s Action Party is founded in Singapore. 1962 - China’s People’s Liberation Army declares a unilateral ceasefire in the Sino-Indian War. 1969 - First permanent ARPANET link established between UCLA and Stanford Research Institute. 1974 - Birmingham pub bombings kill 21 people in one of the worst attacks of the Northern Ireland conflict. 1979 - Mob attacks and burns the U.S. embassy in Islamabad, Pakistan. 1995 - Dayton Agreement is initialed at Wright–Patterson Air Force Base, ending the Bosnian War. 2002 - NATO invites Bulgaria, Estonia, Latvia, Lithuania, Romania, Slovakia and Slovenia to join the Alliance. 2004 - Second round of the Ukrainian presidential election sparks the Orange Revolution protests. 2004 - Paris Club creditors agree to write off 80% of Iraq’s external sovereign debt. 2013 - Euromaidan protests begin in Kyiv after Ukraine suspends its EU Association Agreement. 2019 - Israeli prime minister Benjamin Netanyahu is indicted on charges of bribery, fraud and breach of trust.



