- Washington has secured a durable military foothold in Greenland without acquiring sovereignty. - The United States and China are trying to narrow differences on trade, critical minerals, AI risk, and Taiwan ahead of the Trump-Xi summit. - In the Middle East, the Saudi-Houthi war is escalating, with missile attacks reaching Riyadh and fighting intensifying around Marib and Bab al-Mandab. Turkey and Pakistan are indicating possible support for Saudi Arabia, while China is pressing Iran to restrain the Houthis. - At the same time, President Donald Trump is openly considering renewed large-scale strikes on Iran, prompting Tehran to mobilize civilians, rebuild coastal defenses, and warn of retaliation against U.S. bases and regional partners. - In Europe, Ukraine launched an unprecedented drone assault on the Moscow region as United Russia retained its dominant parliamentary position in a tightly controlled wartime election. - Separately, a diverted shipment of F-35 components to Hong Kong has triggered a U.S. security investigation. - Elsewhere, Canada, Brazil, the EU, and Kenya launched a new multilateral initiative. - While Pakistani airstrikes inside Afghanistan risk renewed border clashes. |
Center of Gravity
What you need to know
Washington cements Arctic foothold without owning Greenland
The United States, Denmark, and Greenland have reached political agreement on a new security deal that expands and entrenches the U.S. military position on the island, without transferring sovereignty to Washington. The pact is expected to be signed during the UN General Assembly, then go through parliamentary approval in Copenhagen and Nuuk.
It gives Washington enduring basing, overflight, and access rights while preserving Danish sovereignty and Greenland's self-determination. President Donald Trump had pushed for outright American ownership; this deal instead delivers most of the strategic upside without the purchase.
Base rights expand, rivals get locked out
The U.S. is expected to retain and likely grow its footprint beyond Pituffik Space Base, the former Thule Air Base central to American missile warning, missile defense, and space surveillance. The agreement reportedly bars non-NATO countries from building bases in Greenland and restricts sensitive investment by strategic competitors.
Effectively targets Chinese and Russian access to critical infrastructure and resources.
Full legal text not yet published, so scope of new basing and investment rules is unconfirmed.
Deal outlives Denmark and possibly NATO itself
The most consequential provision: U.S. access would continue even if Greenland becomes independent from Denmark. Some reporting suggests the arrangement is designed to survive changes to the broader NATO framework.
This breaks from the 1951 Defense of Greenland Agreement, which tied U.S. rights to NATO's collective-defense structure.
The new deal instead ties U.S. access to the territory itself, independent of alliance politics or Copenhagen's constitutional relationship with Nuuk.
From Danish proxy to direct party
In 1951, Copenhagen negotiated on Greenland's behalf. Now Nuuk negotiates directly, reflecting the island's expanded self-government and the real possibility of eventual independence. That shift changes the deal's durability calculus: Washington needed Greenland's own buy-in, not just Denmark's, to secure access that outlasts the current constitutional arrangement.
The compromise, and what's still unresolved
The outcome splits the difference between Trump's ownership demand and Copenhagen and Nuuk's refusal to cede sovereignty. Washington gets a more permanent Arctic military and strategic position; Denmark and Greenland keep formal political control.
Key details remain open until the full text is released, including the precise mechanism for excluding hostile economic activity and the extent of new basing rights. Watch the signing at the UN General Assembly and the subsequent parliamentary votes in Copenhagen and Nuuk for confirmation of terms.
Known Unknowns: The impact of U.S. tariffs on international trade & especially the U.S. bond market. Whether protagonists in the U.S./Israel war on Iran will return to genuine peace negotiations, and the military capabilities & staying power of both sides. What impact the Iran war will have on the global economy. Relations of new Syrian government with Israel, international community, & ability to maintain & expand stability and control 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.
Cold War 2.0
It’s the U.S. vs China, everyone needs to pick a side
U.S., China narrow gaps ahead of Trump-Xi summit
U.S. Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng held substantive talks in New York on September 20, aiming to narrow differences before President Donald Trump hosts Chinese President Xi Jinping in Washington on September 24. The meeting functions as final groundwork for a summit where trade, Taiwan, critical mineral supply chains, artificial intelligence, and Middle East tensions are all expected to feature.
AI incident hotline enters the trade conversation
Talks covered tariffs, trade, critical minerals, and AI, with Washington proposing a new bilateral mechanism to notify each other of serious AI incidents carrying national-security implications. That's a new category of U.S.-China engagement, moving AI from a competitive flashpoint toward a limited risk-management channel.
Two sides also discussed expanding trade in non-sensitive goods.
Agreed to continue a formal dialogue track on AI.
The summit is the real test
The New York meeting is preparatory, not decisive. Whether Bessent and He's progress on tariffs and minerals holds will depend on what Trump and Xi actually agree to on September 24, particularly on Taiwan and mineral supply chains, where positions remain furthest apart.
____________________
Kyiv sends a record drone swarm at Moscow
Ukraine carried out what Russian authorities called the largest drone attack on the Moscow region since the war began, overnight September 19-20. Russia said it intercepted more than 1,600 Ukrainian drones, including roughly 450 approaching Moscow itself, an operation without precedent in scale around the capital.
Casualties and damage remain partial picture
At least three people were reported killed, and a Moscow oil refinery sustained damage. The full extent of other damage is still unclear, leaving open how much strategic infrastructure was actually hit versus intercepted.
Kyiv proves it can hit deep without Western missiles
The strike demonstrates the rapid expansion of Ukraine's indigenous long-range drone capability, letting Kyiv mount increasingly large, coordinated attacks hundreds of kilometers (over 620 miles) inside Russia without relying on Western-supplied missiles. That's a capability shift, not just a bigger raid: Ukraine no longer needs external missile stocks to reach the Russian capital region.
Attack targeted both strategic infrastructure and the airspace surrounding Moscow.
Brings the war's effects more visibly into the Russian capital region itself, a psychological and political factor Moscow can't easily screen off.
The scale of this strike, 1,600-plus drones in a single night, suggests Ukraine's production and coordination capacity is still climbing. Watch whether Kyiv can sustain or exceed this tempo, which would force Russia to divert more air-defense resources to the capital region rather than the front line.
____________________
Kremlin’s part holds its majority in first wartime vote
President Vladimir Putin's United Russia party is on course to retain its two-thirds Duma majority after Russia's first national legislative election since the full-scale invasion of Ukraine. Most meaningful anti-war opposition was excluded from the ballot before voting began.
With most votes counted after three days of voting, September 18-20, United Russia had secured around 58% of the national party-list vote, well above the 49.8% it won in 2021. The Communist Party ran a distant second at around 14%, followed by the Liberal Democratic Party and New People.
Single-seat races push the majority higher
United Russia performed even more strongly in the 225 single-member constituencies, putting it on course for roughly 330 of the Duma's 450 seats. If confirmed, that preserves the party's constitutional two-thirds majority and leaves the Kremlin's legislative control essentially unchanged.
Official turnout reported at almost 57%, up from around 52% in the prior election.
Result doubles as a unity message, not a war referendum
The Kremlin is presenting the vote as proof of national unity during the war, letting Moscow argue public support for the system has held despite more than four years of fighting, Western sanctions, and mounting Ukrainian attacks inside Russia. But the result is hard to read as a genuine gauge of war sentiment.
Yabloko, the most prominent registered party opposing the invasion, was removed from the federal party-list ballot. Numerous opposition politicians have been imprisoned, disqualified, or forced into exile, and the parties that remained broadly back the Kremlin's Ukraine policy.
Monitoring gaps and occupied-territory voting draw scrutiny
Russia did not invite Organization for Security and Co-operation in Europe monitors. Independent monitors and opposition groups have alleged irregularities and raised concerns about electronic voting, though the Central Election Commission says the vote followed Russian law.
Voting also took place in Russian-controlled areas of Donetsk, Luhansk, Zaporizhzhia, Kherson, and Crimea.
Ukraine and Western governments reject Russia's annexation of these territories and consider elections there unlawful.
War reached the ballot box directly
The final day of voting coincided with one of Ukraine's largest attacks of the war on the Moscow region, bringing the conflict directly into Russia's political and economic center while polls remained open. Regional elections held alongside the Duma vote also produced strong results for Kremlin-backed incumbents.
The open question isn't whether United Russia keeps control, it's how large the final majority ends up. If current numbers hold, the new Duma starts its term with the Kremlin holding essentially the same institutional freedom of action as before the election, even as the war increasingly reaches into Russia's own territory.
____________________
Diverted F-35 parts spark Pentagon probe over China exposure
A shipment of unserviceable F-35 components traveling from Australia to the United States for repair was unexpectedly diverted to Hong Kong, triggering a Pentagon and congressional oversight investigation. The shipment reportedly included an F-35 cockpit canopy, a sensitive part incorporating materials tied to the aircraft's low-observable, stealth, characteristics.
The Pentagon's F-35 Joint Program Office has confirmed a shipment problem and says it's working with U.S. authorities and industry partners to recover the parts and determine how they were rerouted.
Hong Kong status makes this a China-exposure question
The incident is especially sensitive because U.S. export-control policy treats Hong Kong largely as part of China for controlled-technology transfers. There's currently no public evidence Chinese authorities or the People's Liberation Army obtained or examined the components, and the Pentagon describes the parts as unserviceable.
Even damaged hardware could carry intelligence value. A canopy could let engineers examine materials, coatings, and electromagnetic properties, though a single component wouldn't expose the F-35's complete stealth system.
Tracking gaps in the supply chain predate this incident
A June 2026 U.S. Government Accountability Office report found persistent shortcomings in the Pentagon's ability to track and account for F-35 spare parts held and transported by contractors. This diversion looks like a concrete instance of a weakness auditors had already flagged.
Investigators chase the chain of custody
Investigators are examining the intermediary responsible for the shipment, the custody chain, why the cargo was routed to Hong Kong, and whether unauthorized parties gained access. The outcome will determine whether this was a logistics failure or something that exposes a genuine security breach, and whether the GAO's tracking-gap findings extend to other F-35 partner nations' repair pipelines.
The Middle East
Birthplace of civilization
Houthis strike Riyadh as Saudi-Yemen war widens
The Saudi-Houthi war has intensified over the past 72 hours, with the Houthis extending long-range strikes deep into Saudi Arabia while ground fighting continues around Marib and the approaches to Bab al-Mandab. On September 19, Saudi Arabia said it intercepted a ballistic missile targeting Riyadh, marking the first reported Houthi attack on the capital since this round of fighting began.
The Houthis said the wider operation also hit Yanbu and other Saudi locations using ballistic missiles, cruise missiles, and drones. That combination moves the conflict beyond border skirmishing into a multi-vector campaign reaching Saudi Arabia's core population and infrastructure centers.
Ground war grinds on in parallel
Saudi airstrikes continue against Houthi positions in Al-Jawf, Taiz, and Marib. Government-aligned forces claim heavy Houthi losses around Marib and report continued fighting near Bab al-Mandab, the chokepoint controlling Red Sea shipping access.
Turkey and Pakistan edge toward involvement
The conflict is becoming more internationalized. Turkey says it's prepared to meet Saudi military and technical requirements under its new defense pact with Riyadh and Islamabad, while Pakistan indicates it would honor its treaty obligations if formally activated.
U.S. continues intelligence support to Saudi Arabia but has avoided direct intervention.
Washington maintains indirect contacts with the Houthis through Oman.
Beijing leans on Tehran as Europe watches shipping risk
China has pressed Iran to use its influence to restrain the Houthis, an unusual direct intervention that reflects Beijing's exposure to Gulf energy flows and regional stability. European governments are increasingly concerned about threats to Red Sea shipping routes, which carry a significant share of Europe-Asia trade.
The Turkey-Pakistan defense pact activation is the key variable to watch. If either country moves from stated readiness to actual deployment, the war shifts from a Saudi-Houthi confrontation to a broader multilateral conflict with direct NATO-adjacent and South Asian military involvement.
____________________
Trump says he's in "deciding mode" as Iran girds for strikes
President Donald Trump said on September 20 that he was in "deciding mode" over Iran and that "very big things" could happen soon, publicly weighing renewed military action against Tehran. Trump framed Iran's choices as stark: reach a deal, keep deteriorating economically, or face destruction.
He left open the possibility of meeting Iranian President Masoud Pezeshkian during the UN General Assembly in New York. The remarks are among Trump's clearest indications that large-scale U.S. strikes remain under active consideration, even as Washington keeps a diplomatic exit open.
Tehran mobilizes for a fight it thinks is coming
Iran's Khatam al-Anbiya Central Headquarters, which coordinates the country's armed forces, said on September 20 it had received information indicating preparations for renewed U.S. strikes. Washington hasn't confirmed an attack is imminent, but Trump has kept up the threats.
Tehran's response is highly visible. On September 18, the Revolutionary Guards and Basij staged a mass mobilization exercise in Tehran under the "Janfada" (Sacrifice for Iran) campaign.
More than 600,000 people have registered for military training, with a target above one million.
Roughly 1,000 new battalion-level units already organized.
Civilians being trained in weapons handling, communications, and air, ground, and maritime defense.
Guards free up regulars, rebuild coastal defenses
The Revolutionary Guards are raising readiness of rapid-response units capable of nationwide deployment. Their internal-security role lets regular forces concentrate on defending military installations and countering external attack.
Iran is simultaneously rebuilding capabilities damaged in earlier U.S. strikes, including coastal radar, communications, and maritime surveillance systems around the Strait of Hormuz, the chokepoint for Gulf oil exports.
Tehran's deterrent message: this won't stay contained
Iranian commanders have warned that U.S. bases and interests across the Middle East would be targeted in any renewed conflict, and that regional states allowing their territory to be used for an American attack could face retaliation too. That's a direct warning to Gulf host nations, not just Washington.
The combined posture, air-defense rebuilding, mass mobilization, and regional retaliation threats, suggests Iran is preparing for three scenarios at once: renewed air strikes, a wider regional missile exchange, and domestic instability if a major attack lands. Trump's UN General Assembly window with Pezeshkian is the nearest marker for whether diplomacy still has room to work.
The Middle Powers
The rising Middle Powers: Brazil, Canada, Kenya, India, Pakistan, Türkiye, Vietnam, Indonesia, South Korea, Japan, the GCC nations
Middle powers band together as major-power rivalry squeezes the world order
Canadian Prime Minister Mark Carney, Brazilian President Luiz Inácio Lula da Silva, European Council President António Costa, and Kenyan President William Ruto announced the Partners for Multilateralism (P4M) initiative in a joint Financial Times article. Canada, Brazil, the European Union, and Kenya are behind the launch.
The group is designed to build flexible coalitions around international law, UN reform, and practical cooperation. It deliberately stops short of a formal alliance or new international organization, a structure choice that lets members act issue by issue rather than commit to binding obligations.
A hedge against great-power gridlock
The initiative reflects a broader push by middle powers to increase their collective leverage as competition among the United States, China, and Russia strains the existing international order. Carney, Lula, Costa, and Ruto represent four distinct regional blocs, North America, Latin America, Europe, and East Africa, giving P4M geographic reach without requiring consensus from any single power bloc.
Whether P4M gains traction will depend on whether it can attract additional middle powers and translate flexible coalition-building into actual UN reform outcomes, an area where past reform pushes have repeatedly stalled against Security Council veto powers.
Watchlist
Pakistan hits Afghan soil, risking a second round of border clashes
Pakistan carried out fresh airstrikes inside Afghanistan on September 21, targeting suspected militant positions in Kunar and Paktika provinces. The strikes follow a series of deadly attacks inside Pakistan, marking Islamabad's latest direct military response to cross-border militancy.
Casualty claims diverge sharply
Pakistani reporting said 28 militants were killed in the strikes. Afghan authorities countered that at least three civilians died and condemned the operation as a violation of Afghan sovereignty, a gap that will shape how the incident plays politically in Kabul.
Old fault line reopens
The strikes risk reigniting tensions between Islamabad and Kabul after serious cross-border clashes earlier this year. Pakistan has repeatedly accused the Taliban government of letting militants, particularly Tehrik-i-Taliban Pakistan, operate from Afghan territory, an accusation Kabul denies.
The core dispute, Pakistan's insistence that Kabul harbors TTP fighters versus Afghan denials, remains unresolved, which means today's strikes are unlikely to be the last. Watch for Taliban retaliation or a diplomatic escalation similar to the clashes earlier this year.
Sign up link: https://www.center-of-gravity.info
Inside Track: https://www.center-of-gravity.info/upgrade
What happened today:
454 - Western Roman Emperor Valentinian III assassinates the general Flavius Aetius. 1792 - French National Convention abolishes the monarchy during the French Revolution. 1860 - Anglo-French forces defeat the Qing army at the Battle of Palikao during the Second Opium War. 1898 - Empress Dowager Cixi seizes control in China and ends the Hundred Days’ Reform. 1964 - Malta gains independence from the United Kingdom. 1965 - The Gambia, Maldives and Singapore are admitted to the United Nations. 1971 - Bahrain, Bhutan and Qatar are admitted to the United Nations. 1976 - Former Chilean foreign minister Orlando Letelier is assassinated by a car bomb in Washington, D.C. 1991 - Armenia holds its independence referendum, overwhelmingly approving secession from the Soviet Union. 1993 - Russian President Boris Yeltsin dissolves parliament, triggering the Russian constitutional crisis. 2013 - Al-Shabaab militants launch the Westgate shopping mall attack in Nairobi, Kenya. 2022 - Russian President Vladimir Putin announces partial military mobilization for the war in Ukraine.













