- Turkey, Pakistan, Saudi Arabia, and Qatar are floating a deal offering Iran sanctions relief, an end to the U.S. naval blockade, and $6 billion in frozen funds in exchange for shipping uranium abroad and reopening the Strait of Hormuz. However, without Washington’s buy-in it cannot move, and Israel is unlikely to accept it absent heavy American pressure. - Israelis vote today in their first election since Oct. 7, with neither Prime Minister Benjamin Netanyahu’s bloc nor former military chief Gadi Eisenkot’s opposition assured of 61 seats. - Egypt’s parliament authorized defending Saudi Arabia against the Houthis. - While Jordan struck southern Syria over the Karak church attack, killing up to eight civilians and drawing protests from Damascus. - Greece led a six-party rejection of the Turkey-Libya maritime deal at the UN, underlying European opposition to Turkey’s geopolitical ambitions in the Mediterranean. - President Xi Jinping tightens party discipline ahead of a likely fourth term in 2027. - North Korean leader Kim Jong Un courts Beijing as border tensions with Seoul rise and his country’s websites go dark. - Japan fast-tracks cyber defenses and urges households to stock a week of supplies. - Ukrainian President Volodymyr Zelensky publicly presses Washington to release allied-funded Patriot and NASAMS missiles stalled for a month. - On nearly every front, Washington remains the swing vote. |
Center of Gravity
What you need to know
Regional mediators float nuclear-for-relief package to Iran
Iran is weighing a proposal from Turkey, Pakistan, Saudi Arabia, and Qatar that trades nuclear and maritime concessions for economic relief and guarantees against renewed attacks. U.S. support is unclear, and Israeli backing looks unlikely.
The terms come from an unnamed European think tank and remain unconfirmed. No verified agreement shows Washington has authorized the concessions attributed to the mediators.
Iran would transfer uranium to a third country and fully reopen the Strait of Hormuz.
In return, the U.S. would end its naval blockade of Iranian ports and ease oil export sanctions.
Tehran would gain access to $6 billion in frozen funds.
Diplomacy picks up, but terms stay vague
Senior Saudi, Pakistani, and Turkish officials met Iranian leaders in Tehran on Oct. 26. Their joint statement pledged further talks on regional cooperation and security but made no mention of the reported package.
A separate Qatar-Pakistan track aims to restart U.S.-Iran talks. That proposal, reported by The New Arab on Oct. 20, is far narrower, and the gap leaves it unclear whether the new account reflects a broader package, a revision, or a blend of several tracks.
Qatar-Pakistan track: confidential, unannounced inspections of Iranian nuclear sites.
Payoff limited to interest on $6 billion in Iranian assets frozen in Qatar, not the principal.
No uranium transfer abroad.
Washington holds the economic keys
Mediators cannot end a U.S. blockade or lift U.S. sanctions on their own, so any deal depends on American buy-in. Security guarantees raise their own problem: no one has said who would provide them or whether they would bind Israel.
Israel’s objections go beyond uranium
Shipping uranium abroad addresses one nuclear concern but leaves others open. The reported terms are silent on whether Iran keeps enrichment capability or faces limits on missiles and support for armed groups, gaps likely to harden Israeli opposition.
Undisclosed: uranium quantity and enrichment level, receiving country, verification, and sequencing of reciprocal steps.
A framework, not a deal
The initiative is at most a starting point for talks. Iranian consideration does not equal acceptance, and regional sponsorship does not equal U.S. or Israeli consent. The next test is whether Washington engages on blockade and sanctions relief, without which the package cannot move.
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.
The Middle East
Birthplace of civilization
Egypt clears path to defend Saudi Arabia against Houthis
Egypt’s parliament on Oct. 26 authorized President Abdel Fattah el-Sisi to provide military support to Saudi Arabia against Houthi attacks. The vote opens the door to direct Egyptian involvement in the kingdom’s defense.
Defensive mandate, no offensive role
Sisi says Egypt’s role would be strictly defensive, limited to protecting Saudi territory and sovereignty. Egypt would not strike Yemen.
Mission scope: defense of Saudi soil only.
Explicitly excluded: attacks on Yemeni territory.
Deployment still Sisi’s call
The authorization does not confirm any Egyptian deployment. Sisi alone decides whether forces go, when, and in what size, leaving the vote as political cover rather than a commitment of troops.
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Israel votes on Netanyahu’s future in first post-Oct. 7 election
Israelis vote today in the first national election since the Hamas-led attacks of Oct. 7, 2023. The ballot tests Prime Minister Benjamin Netanyahu’s grip on power after three years of war and deep domestic division.
Neither bloc has a clear path to 61
Netanyahu’s Likud and its religious and far-right allies face an opposition led by former military chief Gadi Eisenkot. Polls show neither camp assured of a majority in the 120-seat Knesset, pointing to drawn-out coalition talks.
Majority threshold: 61 seats.
Likely outcome: no immediate winner, extended bargaining.
Security record versus accountability
Netanyahu is running on Israel’s military campaigns against Hamas, Hezbollah, and Iran. Eisenkot is campaigning on restoring public trust and ending military-service exemptions for ultra-Orthodox men, pressing on issues that split Netanyahu’s own coalition.
Core issues: security, accountability for the October 2023 failures, ultra-Orthodox draft exemptions, and the judicial overhaul.
Exit polls first, government later
Polls close at 10 p.m. local time, when TV exit polls will give a first read. The real outcome hinges on coalition negotiations, which could leave Netanyahu in caretaker control for weeks.
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Jordan takes church attack fight into Syria
Jordan launched airstrikes in southern Syria on Oct. 26 against armed groups it links to the Karak church attack. The cross-border retaliation has drawn Syrian objections and reports of civilian deaths.
Strikes hit unnamed targets on unproven links
The Royal Jordanian Air Force ran the operation, dubbed “Jordanian Deterrence-Hmoud,” three days after gunmen attacked a funeral at a Greek Orthodox church in Hmoud, Karak governorate. Jordan says its jets destroyed several sites and equipment and killed and wounded group members, but it has named no organizations, locations, or casualty figures. The link between the attackers and the targets remains unverified.
Church attack, Oct. 23: nine killed, dozens wounded.
Three suspects arrested Oct. 26 after a shootout at an abandoned building in Karak.
All three wounded and in custody; no security personnel hurt.
No group has claimed responsibility.
Civilian toll and a coordination dispute
Syria reports civilian deaths in Daraa province, and the two governments contradict each other on whether Damascus was consulted. Jordan says it coordinated with Syria. Syria’s Foreign Ministry says it was not informed in advance, has lodged objections with Amman, and opened an investigation.
Daraa Health Directorate, via Anadolu: seven killed, including three children and an elderly man, and four wounded.
Other reports: eight dead.
Border tensions likely to persist
King Abdullah II promised a forceful response and declared three days of mourning. With the attackers’ affiliations and any cross-border support still unclear, further Jordanian strikes are possible, and Damascus’s protest raises the risk of friction between the neighbors even as contacts continue.
Cold War 2.0
It’s the U.S. vs China, everyone needs to pick a side
Xi tightens party control ahead of 2027 leadership shuffle
China’s Communist Party opened its fifth Central Committee plenum in Beijing on Oct. 26 for four days of closed-door talks on discipline, governance, and policy implementation. The meeting sets the political and organizational agenda for the 2027 party congress.
Discipline drive moves to center stage
President Xi Jinping presented a work report and a draft decision on strengthening party governance. The plenum follows a sweeping anti-corruption campaign that has removed senior civilian and military officials, giving Xi leverage over who rises before the next leadership lineup is set.
Plenum dates: Oct. 26 to 29, Beijing.
Agenda: party discipline, governance, and enforcement of Beijing’s policies.
Road to a fourth Xi term
The 2027 congress will decide senior appointments, and Xi is widely expected to seek a fourth term as party leader. Decisions from this plenum will shape which officials are positioned for promotion and how tightly Xi controls the transition.
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Kim leans on Beijing as tensions with Seoul escalate
North Korean leader Kim Jong Un returned from a surprise China visit as Pyongyang hardens its standoff with South Korea. A suspected cyberattack has also knocked most North Korean websites offline.
Dandong trip shores up the China lifeline
Kim visited Dandong on Oct. 24, crossing the newly opened Yalu River bridge and meeting senior Chinese leader Wang Huning. Beijing says Kim thanked China for its support and called for closer practical cooperation with his main trading partner. No meeting with Chinese President Xi Jinping was announced.
Stops: a Korean War memorial and an automobile factory.
Pyongyang escalates on the border
North Korea wrote to the UN Security Council accusing Seoul of fabricating claims over a Sept. 21 landmine blast in the Demilitarized Zone that injured three South Korean soldiers. Kim Yo Jong, Kim’s sister, plans to restart anti-South loudspeaker broadcasts in October and threatens retaliation if South Korean warning fire endangers North Korean troops or territory. Seoul fires warning shots when North Korean soldiers cross the demarcation line during fortification work.
Oct. 26: a self-propelled 122-millimeter (4.8-inch) howitzer visible near the frontier, per Yonhap.
Seoul proposes military talks to clarify the border line and restore communications.
Websites go dark in suspected cyberattack
Nearly all North Korean public websites have suffered outages since Oct. 20, with some briefly returning before failing again. U.S. firm Kentik found traffic patterns consistent with a distributed denial-of-service attack, with surges matching outages over 32 hours, according to director of internet analysis Doug Madory.
More than 40 official sites affected.
Includes KCNA, Rodong Sinmun, the foreign ministry, and Air Koryo.
Attacker unknown; Kentik saw only part of the traffic.
Unstable electricity supply remains a possible alternative cause.
Border clash risk outpaces cyber concerns
The outage hit public-facing sites only, with no evidence that internal or military networks failed or that it ties to the Seoul dispute. The more immediate danger is on the frontier, where warning shots, loudspeakers, and forward artillery raise the odds of a miscalculation unless Seoul’s talks offer gains traction.
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Japan fast-tracks cyber defenses after wave of corporate breaches
Prime Minister Sanae Takaichi on Oct. 26 ordered ministers to draft an emergency cybersecurity package within a week. The push follows a string of attacks on Japanese companies and large-scale data leaks, with Takaichi warning that possible misuse of stolen information makes the threat serious.
Tokyo weighs going on offense
Takaichi says Japan will consider all response options, including accessing and neutralizing attackers’ infrastructure. She also wants closer work with allies and international agencies to identify those responsible. The government has not attributed the breaches to any foreign state.
Support targets firms and supply chains
The package aims to shore up both companies and government systems, with financial support under review. Its reach into smaller suppliers reflects concern that weak links in supply chains expose larger firms.
More help for affected businesses and wider access to cyber expertise.
Better collection and analysis of incident reports.
Faster vulnerability testing of government systems.
Tighter monitoring across corporate supply chains, including small businesses.
A test of Japan’s active defense
The package is due next week. The key question is whether Tokyo authorizes offensive action against attack infrastructure and moves toward naming a culprit, steps that would mark a more assertive cyber posture.
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Japan tells households to plan for a week on their own
Disaster Management Minister Goshi Hosono will issue an emergency appeal urging households to stock at least three days of food, water, and emergency toilet supplies, ideally a week’s worth. The appeal coincides with the Nov. 2 launch of Japan’s new Disaster Management Agency and aims to free emergency services to reach the most vulnerable first.
Hosono wants families able to cope at home without immediate public help, and is pressing ministries and local authorities to step up their own preparations. No event is described as imminent.
Water guidance: about 3 liters (0.8 gallons) per person per day.
Hosono also seeks better evacuation centers with toilets, hot meals, beds, and bathing facilities.
Self-reliance becomes a global norm
Japan joins a widening group of governments asking citizens to prepare for disruption, though the risks vary. Europe has settled on a 72-hour baseline, while the Nordics, citing war risk, push for a week.
Britain: “Be Ready” campaign launched Oct. 22, three days of supplies for outages from severe weather.
France, Ireland, and the Netherlands use the same three-day benchmark.
Netherlands: “Think Ahead” campaign since November 2025, covering disasters to cyberattacks.
Sweden: 2024 booklet advises at least a week of self-sufficiency in crisis or war.
Norway: raised its benchmark from three days to a week in May 2024.
EU: March 2025 strategy calls for at least 72 hours of self-sufficiency, including for armed aggression.
Week-long standard may spread
Japan’s preference for a week aligns it with the Nordic model rather than Europe’s 72-hour floor. The new agency’s launch will test whether Tokyo backs the appeal with funding and enforcement for local governments, or leaves preparedness largely to households.
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Zelensky publicly presses Washington on stalled air defense missiles
Ukrainian President Volodymyr Zelensky said on Oct. 26 that Kyiv has waited nearly a month for U.S. Defense Secretary Pete Hegseth to approve Patriot and NASAMS missiles that allies have already paid for. Taking the dispute public raises pressure on the Pentagon to clear the shipment.
Systems held up: Patriot and NASAMS interceptors.
Funding: covered by allies, not the U.S.
Delay: nearly one month awaiting Hegseth’s sign-off.
Cause of the hold unexplained
Zelensky has told Ukrainian officials to raise the issue with Washington again. He gave no reason for the delay, leaving unclear whether it reflects bureaucratic backlog, U.S. stock concerns, or a policy shift. A prolonged hold would leave Ukraine’s air defenses thinner even with allied money already committed.
New Europe
Europe's center of gravity shifts east, politics becomes more polarized, hostility to migrants from the south rises, as ties with the U.S. fray, and fear of Russia increases
Six-party bloc rejects Turkey-Libya maritime deal at the UN
Greece, Cyprus, Egypt, Bahrain, the United Arab Emirates, and the EU jointly rejected the 2019 Turkey-Libya maritime agreement at the UN on Oct. 26. The move follows the deal’s approval by Libya’s eastern parliament, which reversed its earlier opposition and gave the accord backing from both rival Libyan power centers.
Legal challenge targets island rights
Greek Foreign Minister George Gerapetritis, speaking for the six parties, said the deal violates other coastal states’ maritime rights, including those of their islands. The group argues it breaches international law and cannot bind third countries.
Original signatories: Turkey and Libya’s internationally recognized government in Tripoli.
Eastern parliament’s approval removes a key domestic Libyan objection.
Ankara digs in
Turkish President Recep Tayyip Erdogan dismissed the EU and other objectors, saying their complaints have no legal basis. The six parties reaffirmed support for Libya’s unity and peaceful dispute resolution, and Gerapetritis said Greece remains open to bilateral boundary talks with Libya.
Eastern Mediterranean standoff hardens
With Libya now more united behind the deal, Athens’s best path runs through direct talks with Libyan authorities. The rival claims make friction over drilling and maritime patrols more likely as both sides assert overlapping zones.
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1787 - First Federalist Paper published in support of the U.S. Constitution. 1962 - Soviet missile downs an American U-2 over Cuba during the Cuban Missile Crisis. 1986 - London’s “Big Bang” financial market reforms take effect. 1999 - Gunmen assassinate Armenia’s prime minister and parliamentary speaker in parliament. 2017 - Catalan parliament declares independence from Spain.













