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- At NATO’s Ankara summit, President Donald Trump will be turning burden-sharing into a broader loyalty test, pressing allies on defense spending while meeting Erdoğan, al-Sharaa and Zelenskyy. - Russia’s deadly Kyiv barrage weakens any claim that the Ukraine war is frozen, while Kyiv’s expanding drone campaign against Russian energy and military sites shows the conflict widening geographically. - In the Indo-Pacific, Taiwan is tracking four Chinese naval formations and new China-Russia drills off Qingdao, with the main concern being possible follow-on patrols near Taiwan, Japan or the wider Western Pacific. - Australia and Fiji, meanwhile, have signed a mutual-defense pact and a wider A$1 billion cooperation package, deepening Canberra’s role as the Pacific’s default security partner. In Iraq, Judge Faiq Zidan’s reshuffle of senior judicial posts strengthens the Supreme Judicial Council’s influence over prosecution, appeals and politically sensitive cases. - In Yemen, a deadly Houthi assault near Hays exposes cracks in the de facto truce and raises risks around Hodeidah. - In Mali, Anefis has become a pivotal northern battle, with unverified rebel claims of a Russian helicopter downing and a failed relief convoy threatening Bamako’s position. |
Center of Gravity
What you need to know
Historic NATO meeting in Ankara
President Donald Trump arrives at NATO's Ankara summit treating alliance unity as a personal allegiance test, not just a budget exercise. The summit, hosted by Türkiye on July 7-8, will review progress since last year's Hague meeting, but Trump's frustration over burden-sharing has turned the gathering into a referendum on political alignment with Washington.
A senior U.S. official said Trump will press members to raise defense spending and unveil defense deals worth billions of dollars during the meeting.
He's also set to meet Turkish President Recep Tayyip Erdoğan and Syrian President Ahmad al-Sharaa on the sidelines, layering Middle East diplomacy onto an already tense agenda.
Trump meets Ukrainian President Volodymyr Zelenskyy on Wednesday to discuss ending the war.
According to anonymous sources in the administration, Trump views the battlefield as frozen and wants the conflict halted quickly.
Kyiv barrage
Russia hit Kyiv with a large missile-and-drone attack early Monday, undercutting any NATO messaging that the war has stabilized. Initial reports counted at least seven dead; later Ukrainian reporting put the toll at ten killed and more than 50 injured across the city and surrounding region.
The strike hands Zelenskyy fresh leverage to demand more air-defense systems just as he sits down with Trump. It also weakens the "frozen conflict" framing some in Washington favor, since Ukrainian cities are still absorbing regular Russian bombardment.
Damage reported across several Kyiv districts, including Podilskyi, where part of a residential building was destroyed.
Ukraine takes the fight deeper into Russia
Kyiv has widened its long-range strike campaign against Russian energy and military sites, using improved domestic drone capability to reach targets once considered secure. On July 4, Zelenskyy confirmed strikes on oil infrastructure near St. Petersburg and military targets around Kronstadt.
Ukrainian reporting named the St. Petersburg Oil Terminal, a major fuel storage and export site, among the targets. The strategy is deliberate: impose economic costs on Moscow by hitting refining, logistics, and export capacity, and demonstrate that Russian energy revenue is as exposed as Ukrainian cities.
Europe's spending versus dependence gap
European governments want to show spending seriousness without letting Trump redefine alliance solidarity as loyalty to U.S. policy specifically.
That balancing act is getting harder as Washington links financial commitments to political alignment on Ukraine, Iran, and future U.S. troop levels in Europe.
The core tension persists regardless of summit outcomes: Europe is spending more, but still depends on U.S. military power for deterrence. Declarations of unity and new industrial deals are likely, but they won't resolve that structural reliance.
Middle East spillover widens the frame
Trump's sideline meetings with Erdoğan and al-Sharaa pull Syria and the broader Middle East into a summit ostensibly about European defense. That expands the range of issues on which allies must show alignment with Washington, beyond Ukraine alone.
Iran policy and U.S. troop presence in Europe are also expected friction points, according to the senior U.S. official's characterization of allied concerns.
In summary
The summit's real test isn't the spending numbers, it's whether NATO can convert money and hardware into actual deterrence while Russia escalates from the air and Ukraine escalates on Russian soil.
Watch for the specific content of Wednesday's Trump-Zelenskyy meeting for signs of whether Washington pushes a ceasefire framework or continued military backing.
Known Unknowns: The impact of U.S. tariffs on international trade & especially the U.S. bond market. Whether U.S./Israel war on Iran will return to high intensity operations. What impact this war will have on the global economy. 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.
Cold War 2.0
It’s the U.S. vs China, everyone needs to pick a side
China-Russia drills raise Taiwan's threat calculus
Taiwan is tracking a rise in Chinese naval activity across the Western Pacific, including a new joint exercise with Russia that began off Qingdao on July 6. Director-General Tsai Ming-yen of Taiwan's National Security Bureau told reporters in Taipei that Chinese deployments are climbing during what Taiwanese officials treat as Beijing's peak military exercise season.
Taiwan's security agencies compare current Chinese operations against prior years to catch shifts in tactics, routes, and force composition. Tsai said four Chinese naval formations are currently operating in the Western Pacific, and Taipei will assess whether the latest movements reveal new patterns.
The China-Russia Joint Sea-2026 exercise runs July 6-13 in waters and airspace near Qingdao.
Russian Pacific Fleet vessels in Qingdao include a missile cruiser, a corvette, a diesel-electric submarine, and a rescue vessel.
Drills set up follow-on Pacific patrols
The Qingdao exercise is expected to be followed by joint maritime patrols in parts of the Pacific Ocean, giving both navies added experience operating together far from home waters. China's Ministry of National Defense calls the drills routine cooperation between the two navies.
Taiwan and its partners are watching whether the follow-on patrols push toward waters east of Taiwan, near Japan, or through routes linking the East China Sea, the Philippine Sea, and the wider Western Pacific. That geographic question matters more to Taipei than the drills themselves, since the exercise area sits far north of the island.
Narrowing warning time is the real worry
Taiwan already tracks near-daily Chinese military activity around the island, spanning aircraft, naval ships, coast guard vessels, and maritime militia. Officials say the warning window before a possible Chinese operation is shrinking as Beijing normalizes larger, more complex deployments around Taiwan and along the First Island Chain.
China claims Taiwan as its own territory and has not ruled out using force to take the island. Taiwan's government rejects that claim and says only its own people can decide the island's future.
Recent Chinese coast guard patrol activity east of Taiwan has drawn added scrutiny from Taipei.
Beijing-Moscow alignment deepens in the Pacific
China and Russia have expanded joint air and naval patrols in recent years, and Beijing frames these exercises as defensive and routine. Taiwan and several U.S. allies read them instead as part of a broader push to pressure the regional security order and complicate American and allied planning across the Indo-Pacific.
The Qingdao drills give Moscow a visible platform to display strategic alignment with Beijing in the Pacific, even though Russia's naval contribution (one cruiser, one corvette, one submarine, one rescue vessel) is modest in scale.
Taiwan doubles down on readiness
Taipei has ramped up its own civil-defense and military-preparedness drills to test responses to blockade, invasion, sabotage, and natural-disaster scenarios. The buildup reflects a judgment that China's summer exercise season is being used to rehearse larger, coordinated maritime operations rather than isolated shows of force.
Taiwan's drills are designed to test resilience across multiple crisis scenarios simultaneously, not just a single invasion contingency.
Implications
The immediate risk from the Qingdao exercise is limited given its northern location, but the pattern Taiwan is flagging matters more than any single drill. Watch whether the post-exercise Pacific patrols move toward Taiwan's eastern waters or Japan, since that would confirm Beijing and Moscow are testing joint reach rather than just conducting a bilateral port call.
Canberra locks in Fiji as fourth Pacific ally
Australian Prime Minister Anthony Albanese and Fijian Prime Minister Sitiveni Rabuka signed two treaties in Suva that push the bilateral relationship into formal alliance territory. The Ocean of Peace Alliance creates a mutual defense pact obligating each country to assist the other in the event of an armed attack, making Fiji Australia's fourth treaty ally in the Pacific after the United States, New Zealand, and Papua New Guinea.
Albanese called the agreements among the most significant Australia has entered into with any country. Rabuka framed the treaties as a major elevation of Fiji's relationship with Canberra, while explicitly denying they target China or threaten Fiji's ties with Beijing.
The Ocean of Peace Alliance stays open to other Pacific nations that back its principles and contribute to regional security.
New Zealand has welcomed the pact, and Rabuka said other Pacific leaders may seek to join.
Vuvale Union bankrolls a broader package
The second treaty, the Vuvale Union (Fijian for "family"), extends cooperation beyond defense into transnational crime, policing, economic resilience, education, health, infrastructure, and labor mobility. Albanese said Australia will back the package with more than A$1 billion (about $694 million) in investment over the next decade.
The financial commitment matters as much as the defense pact itself: it gives Canberra a longer-term economic foothold in Fiji that competes directly with Chinese infrastructure and aid offers in the region.
Pacific security architecture is consolidating fast
The Suva signing extends a run of Australian security agreements across the Pacific, following recent deals with Papua New Guinea, Vanuatu, and Tuvalu. Canberra is positioning itself as the region's default security partner at a moment when concern over China's economic and security reach in the Pacific keeps rising.
Fiji's alliance is the first of its kind for the country, a notable shift from its historically non-aligned defense posture.
Rabuka's "Ocean of Peace" vision gets legal teeth
The treaties formalize Rabuka's broader push to frame the Pacific as a region where major-power competition is managed, coercion is rejected, and disputes get resolved without force. Australian officials said the agreements will help Pacific nations respond jointly to transnational crime and climate-driven security risks.
That framing lets Fiji accept a Western-aligned defense pact while publicly insisting it isn't choosing sides between Canberra and Beijing, a balancing act other Pacific Island states are likely watching closely.
What to watch
Watch whether other Pacific nations, encouraged by Rabuka's comments, move to join the Ocean of Peace Alliance in the coming months.
Any formal accession request from another Pacific state would mark the alliance's shift from a bilateral deal to a genuine multilateral security bloc.
The Middle East
Birthplace of civilization
Zidan tightens grip on Iraq's judiciary
Supreme Judicial Council President Judge Faiq Zidan issued a series of orders on Sunday, July 5, reshuffling leadership across Iraq's public prosecution service, its top appellate court, and appeal courts in three governorates. The moves are framed as routine administrative rotations, but they land at a moment when Iraq's judiciary sits at the center of disputes over elections, government formation, and corruption enforcement.
No case or political dispute was officially linked to the changes. In Iraq's current environment, though, senior judicial appointments rarely stay purely bureaucratic, since they determine who supervises major files and how much autonomy prosecutors get in politically sensitive matters.
New prosecution chief gets the most consequential post
Judge Adel Khudair Abbas takes over the Presidency of Public Prosecution, transferring in from the Judicial Supervision Commission. The office sits at the junction of courts, state, and legal system, meaning a new head can shift priorities, reopen dormant files, or change the prosecution service's approach to public-order and corruption cases.
This appointment carries more weight than the others because it directly controls which corruption and accountability cases move forward and which stall.
Cassation court bench gets an infusion
Zidan seconded 12 judges to the Federal Court of Cassation, Iraq's highest appellate court for criminal and civil cases. The stated rationale is caseload management, but the secondment also changes the composition of the body reviewing the country's most consequential legal disputes after lower courts rule.
The Cassation Court handles final review of major criminal and civil judgments, giving it outsized influence over politically sensitive case outcomes.
Three provincial appeal courts get new chiefs
Zidan replaced appeal-court leadership in Babil, Salah al-Din, and Anbar, promoting each court's deputy head into the top post.
Judge Hamed Mahdi Thomas moves up to lead the Babil Court of Appeal.
Judge Waleed Ahmed Kurdi takes over the Salah al-Din Court of Appeal.
Judge Ali Daij Jiryan is assigned to lead the Anbar Court of Appeal.
Judicial power as political leverage
The reshuffle doesn't touch Iraq's constitutional court structure, but it resets who holds key positions inside it, in a system where judicial authority increasingly functions as a lever of political power. Iraq's political class is likely to read the move as reaffirming the Supreme Judicial Council's role as one of the state's most powerful arbiters.
That reading matters most as parties position for future electoral contests and as the government continues leaning on legal tools for corruption and accountability campaigns.
Houthis stage deadliest Red Sea front attack in years
Houthi forces launched a coordinated assault on government-aligned positions in Hays district, south of Hodeidah, late Friday, killing at least 14 Yemeni troops and wounding 23 in one of the deadliest incidents on Yemen's Red Sea front in recent years. Medical sources later revised the toll to 16 dead and 22 wounded, a discrepancy typical of front-line reporting in a conflict where verified numbers rarely exist.
The attack hit positions around Jabal Dubas, targeting two barracks belonging to the 2nd Zaraniq Brigade. Government-aligned forces recaptured the overrun positions by dawn Saturday after several hours of fighting.
Houthi fighters opened with sniper fire before escalating to drones and mortar rounds, according to pro-government military officials.
No independently confirmed Houthi casualty figures exist, though pro-government officials claim Houthi fighters were also killed or wounded.
A frozen truce shows new cracks
The assault exposes how fragile Yemen's de facto ceasefire has become. The formal U.N.-brokered truce, reached in April 2022, expired that October, but large-scale fighting has stayed mostly contained since then through sporadic clashes and probing attacks.
Hays sits close to the dividing line between Houthi-controlled northern Yemen and the internationally recognized government's southern territory, making it a natural flashpoint whenever either side wants to test the other's defenses without triggering full-scale war.
Hodeidah's chokepoint status raises the stakes
Hodeidah province matters beyond the battlefield because it holds the port city of Hodeidah, a critical entry point for food, fuel, and humanitarian supplies into Yemen. Any escalation near the port threatens supply lines that much of the country still depends on.
The Houthis control Sanaa and most of northern Yemen, including Hodeidah city, while the Aden-based government and allied forces hold much of the south, leaving front lines like Hays permanently exposed to sudden flare-ups.
Timing lines up with Houthi threats against Saudi Arabia
The Hays attack came shortly after the Houthis threatened Saudi airports and other infrastructure, accusing Riyadh of blocking Yemeni airspace and preventing an Iranian aircraft from landing. Saudi Arabia remains the main regional backer of Yemen's government, though its direct military campaign has scaled back since the truce period began.
The overlap between the airspace threats and the ground assault suggests the Houthis are willing to pressure multiple fronts simultaneously, testing both Saudi tolerance and government defenses at the same time.
What’s next?
The immediate question for Yemen's government-aligned forces is whether Hays was an isolated raid or the opening move in a broader Houthi effort to probe Red Sea front defenses. Watch for follow-up attacks in Taiz or Marib, which would confirm a coordinated testing campaign rather than a localized incident.
Any direct Houthi move against Saudi airports or infrastructure would mark an escalation beyond Yemen's internal front lines, dragging in wider regional tensions involving Iran, Saudi Arabia, Israel, and the United States.
African Tinderbox
Instability from Sahel to Horn of Africa amid state fragility, Russian interference, & Islamist insurgencies
Pivotal battle in Mali's war
A reported helicopter downing near Gao has turned the fight for Anefis, a strategic town in Mali's Kidal region, into a potential turning point in the country's northern conflict. The Azawad Liberation Front (FLA), a Tuareg-led separatist coalition, says its fighters shot down a Russian Africa Corps Mi-24 helicopter during a failed relief convoy attempt from Gao toward Anefis on July 4 or 5.
Neither Mali's government nor Russia has confirmed the loss, and the FLA's broader claim that the relief convoy suffered heavy losses and withdrew remains unverified. If accurate, the claim would mean the Russian and Malian garrison holding out in Anefis is becoming increasingly cut off.
Two battles are running in parallel
The fight has split into two linked fronts: the siege of Anefis itself, and the battle for the Gao-Anefis route that any relief force must use to reach the town. Both matter because Anefis has become one of the last significant northern strongholds for Mali's army and its Russian allies.
Le Monde reported in May that roughly 400 Russian troops who withdrew from Kidal and Tessalit regrouped around Anefis, making it a key remaining Russian-backed position in the north.
A coordinated multi-front offensive started July 4
Attacks struck Malian army positions simultaneously in Gao, Anefis, Aguelhoc, Sévaré, and Kéniéroba, with both the FLA and Jama'at Nusrat al-Islam wal-Muslimin (JNIM), al-Qaeda's regional affiliate, reportedly involved. JNIM claimed to have seized several positions, while Mali's army said the attacks were repelled and the situation is under control.
The FLA separately announced a new offensive against Anefis and claimed to control the town, a claim that has not been independently verified. Residents in Gao reported army searches following the attacks there.
Battlefield accounts diverge sharply
Pro-government sources maintain the army has contained the offensive across all fronts. Rebel and jihadist-aligned accounts claim the opposite, saying Russian-backed forces are besieged in Anefis, the Gao relief convoy was repulsed, and the helicopter loss has degraded the defenders' ability to use airpower to reopen the route.
This gap in reporting reflects a conflict where verified, independent battlefield confirmation is rare, and both sides have strong incentives to shape the narrative.
Stakes extend beyond one town
Since the FLA-JNIM offensive in April, Mali's junta has faced its most serious crisis since taking power, one that exposed how fragile Bamako's reliance on Russian support has become.
A successful assault on Anefis would do more than deliver a local win for the FLA and JNIM: it would threaten Mali's remaining government corridor in the north, damage Russia's credibility as Bamako's security guarantor, and raise pressure on Gao, the largest city in northern Mali.
For the junta, holding Anefis would demonstrate it can still defend strategic positions despite being attacked on multiple fronts simultaneously.
What to watch
The next hours are decisive. Confirmation of the helicopter loss combined with a failed relief convoy would leave Anefis increasingly isolated, while a successful reopening of the Gao-Anefis route would let the government claim it has contained the offensive.
If Anefis falls, Mali's northern war likely enters a more dangerous phase, with the FLA-JNIM partnership able to claim it broke one of the junta's most important forward positions.
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