
“Russia retains the capability to selectively challenge U.S. interests globally by military and nonmilitary means. Its robust, advanced conventional and nuclear forces are an enduring threat to the Homeland, U.S. allies and partners, and U.S. forces abroad. The most dangerous threat posed by Russia to the U.S. is an escalatory spiral in an ongoing conflict such as Ukraine or a new conflict that led to direct hostilities, including nuclear exchanges. Russia has also cultivated partnerships with China, Iran, and North Korea to further its own interests, and makes use of an array of tools that fall into the gray zone of geopolitical competition below the level of direct armed conflict. At the same time, Russia’s aspirations for multipolarity could allow for selective collaboration with the U.S. if Moscow’s threat perceptions regarding Washington were to diminish. • Even with wartime attrition, Russia’s ground forces have grown, and its air and naval forces are intact and arguably more capable than before the full-scale invasion. Russia has advanced systems, including counterspace weapons, hypersonic missiles, and undersea capabilities designed to negate U.S. military advantages. Russia is also building novel nuclear weapons platforms to supplement its already formidable nuclear air, land, and sea-based triad, complicating U.S. nuclear deterrence calculus. • Russia is likely to remain resilient against Western sanctions and export controls, although at the cost of expanding budget deficits and underinvestment in the civilian economy that increase the risk of long-term economic stagnation and deepening dependence on China. Moscow relies on its partnerships with other U.S. adversaries to evade sanctions. It also is attempting to evade sanctions by setting up alternate payment systems. • Russia’s gray zone tools include cyber attacks, disinformation and influence operations, energy market manipulation, military intimidation, and sabotage. Russia often hides and denies its role, complicating U.S. efforts to counter it.”array of tools that fall into the gray zone of geopolitical competition below the level of direct armed conflict. At the same time, Russia’s aspirations for multipolarity could allow for selective collaboration with the U.S. if Moscow’s threat perceptions regarding Washington were to diminish. • Even with wartime attrition, Russia’s ground forces have grown, and its air and naval forces are intact and arguably more capable than before the full-scale invasion. Russia has advanced systems, including counterspace weapons, hypersonic missiles, and undersea capabilities designed to negate U.S. military advantages. Russia is also building novel nuclear weapons platforms to supplement its already formidable nuclear air, land, and sea-based triad, complicating U.S. nuclear deterrence calculus. • Russia is likely to remain resilient against Western sanctions and export controls, although at the cost of expanding budget deficits and underinvestment in the civilian economy that increase the risk of long-term economic stagnation and deepening dependence on China. Moscow relies on its partnerships with other U.S. adversaries to evade sanctions. It also is attempting to evade sanctions by setting up alternate payment systems. • Russia’s gray zone tools include cyber attacks, disinformation and influence operations, energy market manipulation, military intimidation, and sabotage. Russia often hides and denies its role, complicating U.S. efforts to counter it.

In some of Russia's harshest criticism of the US war in Iran, which Putin has tried not to say much on, top aide Nikolai Patrushev calls it a "tragedy" that will "set global trade and economics back years" and "has...
I work up thinking about this and think I’m going to update my agent framework to use traffic inspection proxy that only allows specific domain names for DNS. There are other reasons you might want to do that which I’ve...
How China Is Quietly Helping an Isolated Iran Survive—From buying oil to selling rocket parts, China gives Iran critical support @austinramzy @RoryWSJ https://t.co/xCbI1lO7VO https://t.co/xCbI1lO7VO
Headquarters of the US Navy’s 5th Fleet is on the Persian Gulf side of the Strait.
It’s genuinely astonishing: Russia’s full-scale invasion in 2022 began along the lines of late-Soviet large-scale land warfare: with armored thrusts and insane massive artillery barrages. Then the war became the stage for a drone revolution that reshaped combat everywhere --...
I’ve worked inside the system. I know how this goes. When the White House overrides national security professionals, DHS stops serving the mission & starts serving politics. The real question for Sen. Markwayne Mullin today isn’t just about competence. It’s...
Disingenuous. Israel has closed Al-Aqsa and the Church of the Holy Sepulchre during the holiest time for both faiths. And it "justifies" this with a war that it started.

Iraq says Iran gas supplies have completely halted after attack on offshore field, INA reports https://t.co/tZ53tmRYVt
The United Nations nuclear watchdog urged the US and #Iran to resume negotiations, saying concern over Tehran’s nuclear program can’t be solved by military action alone. @virtualnomad https://t.co/PKWhMPuQaw
But it is the same as Israel using them over towns and villages in Lebanon. Which it has repeatedly done.
Trump spent years trashing NATO. He's been threatening to have the US withdrawal since his first term. Now he wants NATO to bail him out of a war he chose. Europe said no. That’s not the story of weak allies- that’s the consequence of...
Iran appears to be preparing to retaliate after attacks on its giant gas field 🇮🇷 ⚠️ It issued a warning to stay away from a range of similar assets in Qatar, Saudi Arabia and the UAE The inclusion of Qatar (home...
India Sends Warships Near Gulf of Oman to Escort Its Fuel Ships. Is naval assistance a matter of each country doing its own thing? No alliance? https://t.co/kbTchm8cgX

"Hormuz Reopening Looks Unlikely Without a Ceasefire" https://t.co/XMIRCwxYZf "Until we’ve neutralized Iran’s layered, asymmetric capabilities- mines, fast attack craft, submarines and drones- we won’t want to put commercial or even escort ships through" - @Bob_McNally https://t.co/ytg2suC6Mi

Dana Stroul, former US deputy assistant secretary of defense for the Middle East: “It does not appear that President Trump and his inner circle fully grasped the escalation ladder and range of Iranian retaliation actions" An understatement if I've ever heard one....
~200 Ukrainian anti-drone experts now deployed to the Middle East isn’t happening in isolation—Kyiv’s ability to provide that expertise depends heavily on continued European support at home. In that sense, Europe supports the war in Iran. https://t.co/XxqEEUt8f4
China makes energy security 'reunification' offer to Taiwan amid Iran war Chen Binhua, TAO chief told reporters that "peaceful reunification" would bring better protection of Taiwan's energy and resource security with a "strong motherland" as its backing. https://t.co/gUJj7iMQpF
Can China still maintain good relations with Gulf states and Iran as fighting escalates? Iranian strikes on neighbouring states in response to US and Israeli attacks highlight how difficult Beijing’s balancing act has become https://t.co/nw8sJ9lHjm
Defending international shipping in the Strait of Hormuz is a coalition responsibility. That is not an offensive campaign. It is a defensive mission to protect freedom of navigation, global commerce, and the stability of a maritime chokepoint that carries roughly...
Comparing what is now happening with what has happened in analogous historical situations and triangulating my thinking with smart, well-informed leaders and experts has always helped me make better decisions. I have found that most wars are filled with big...
Israel just struck Iranian infrastructure at South Pars, the world's biggest natural gas field. This natgas episode is definitely worth a listen ⬇️⬇️
With China’s unmatched censorship at home, it’s worth asking how narratives like this move so freely abroad. China is a remarkable, ancient civilization. But it is governed by a Communist Party that advances its interests through economic coercion, information operations,...
Iran produces 4-5% of the world's total oil supply, making it the 3rd largest producer in OPEC. The best case for this conflict just took a leg lower. At best, this ends in the next 1-2 months and the Strait...
Iran said US and Israeli airstrikes hit its giant South Pars natural gas field and associated infrastructure, according to state television. Petrochemical facilities in nearby Asaluyeh also came under attack, it added.
🔴Thoughts on the Future of Energy Markets🔴 The most severe long-term consequence of escalating trade wars, tariffs, sanctions, disruptions involving Venezuela, Iran, the Strait of Hormuz, and even moves like the Greenland interest isn't just higher prices or short-term supply shocks....
Battered by Iranian strikes and the disruption of the Strait of Hormuz, the U.A.E. and some fellow Gulf states now want the regime to be neutered, if not dismantled, once the conflict ends https://t.co/u1v454vp6D
Reality check: a ~$20k drone does not have a 100% success rate. @wilendhornets's numbers indicate that Shaheds can be stopped with ~95% effectiveness for ~$2k/shahed. So a single successful shahed attack actually costs ~$400k. Drones augment missiles. They don't replace them.
No, not even close. No one has ever had the capability to kill an entire hierarchy of political and military leaders of the enemy (and any replacements identified during the war). It challenges theories of how the will of the...
The Ukraine and Iran wars are the first time that I can think of where enemy nations can create and send messaging and propaganda directly to the citizens of the other country. The fight is in the battlefield and the minds...
Israel eliminated another very senior Iranian figure, Iran's intelligence minister, Esmaeil Khatib, last night. Khatib led terrorist activities against American targets (to include assassination attempts of American political leaders and sleeper cells) around the world. “Khatib had been appointed Minister of Intelligence...

Trump has launched a new regional security initiative called the Shield of the Americas. This partners with several Latin American leaders that Trump likes to target drug cartels throughout LATAM. Full Newsletter: https://t.co/WT87XwHmmg https://t.co/qCtV29ReRZ
This story is insane…Israel Is Hunting Down Iranian Regime Members in Their Hideouts, One by One https://t.co/HPxV7aO1MW
China offering Taiwan stability in exchange for sovereignty This is less about energy and more about power. China doesn't have spare energy to offer. https://t.co/YAE9bzHoXv #China #Taiwan #Energy #Geopolitics #Power

Time for another timeless classic @realDonaldTrump announcement about another dead Soleimeni. What Israel is doing in intelligence and closing the kill-chain is unprecedented and heroic. The IRGC and Ayatollahs should surrender and free the Iranian people. https://t.co/Iu1wEB6Ykt

Absolutelty bonkers detail in this story by @DovLieber @benoitfaucon and @Shayndi. Mossad agents are calling up IRGC officials and threatening them personally. https://t.co/ea4cWMks7b https://t.co/5V9sAE3e9S
MOSCOW - The Kremlin condemned what it called "the murder" of Iran's leaders in U.S.-Israeli airstrikes, a day after Iran's semi-official Fars news agency confirmed that News Story, a senior adviser to Iran's late Supreme Leader Ayatollah Ali Khamenei, had...
In Delaying China Summit, Trump Faces a Familiar Mideast Distraction—The war in Iran is the latest example of why multiple presidents have found it so hard to focus on the U.S.’s most formidable rival @BrianSpegele https://t.co/L9yyo9jgqr https://t.co/L9yyo9jgqr
Throughout history, Iran loses almost every war it fights. But it just sticks around and keeps on coming.
GULF STATES want to ensure Iran can never again close the Strait of Hormuz and attack them: https://t.co/dxESxQ3EAf
Reuters says a $14B U.S.-Taiwan arms package is still moving despite the Middle East war and Trump’s delayed China trip. Credible? Yes. Confirmed? Not yet. #Taiwan #China #Trump #Defense #Geopolitics
Here we go again with the "reverse Nixon" fantasy. This is an evergreen delusion from people who either played too many games of Risk or Stratego as kids, haven't actually bothered to read the history of what was happening when...
“Senior Israeli officials have told U.S. diplomats that Iranian protesters will “get slaughtered” if they take to the streets against their government even as Israel publicly calls for a popular uprising,” @John_Hudson reports. https://t.co/jHsOZmiwux
Trump has no intention of leaving NATO He’s being Trump spewing improvisational bullshit and being disruptive The most generous interpretation is that he's trying to reshape NATO #NATO #Geopolitics #Trump
We can’t do MCM without allied support and it’s not just about the sweeps; it’s the staffs, the divers, the support ships, and all the other things required to do MCM. Mine warfare is career stop for the U.S. Navy,...
I’m honestly surprised the pro-Iran disinfo crowd hasn’t found this real footage of bombs detonating next to the USS Ford carrier. IYKYK. https://t.co/7LFKOYH0vl
"China Has Much to Lose in Iran," I had a great talk with the @WSJ @WSJopinion Kate Odell on Iran, China, and more. https://t.co/Ms3i2Z5N7M
I'm surprised that people are surprised that China and Russia are aiding Iran's war efforts.
We’ve reached the point where serious, smart people I’ve known for 10+ years think Iran can sink a U.S. aircraft carrier. Thank you MSM. Not saying it’s impossible but I’ll put $100K on the other side of that bet right now.

Iranian FM Araghchi is talking of a new "post-war arrangement" for the Strait of Hormuz. Would be interesting to see what other details emerge. Right now, the markets are more focused on what kind of "war arrangement" might fall into place, if...