Month: October 2026
More Key Takeaways:
The Houthi attack demonstrates the group’s ability to render the wider GLOC inoperable, which could impose multiple dilemmas on Yemeni government-aligned forces. Houthi forces simultaneously continue to advance in northeastern and northwestern Taiz Governorate, which could further threaten the Taiz-Aden GLOC.
Iranian officials are likely threatening to attack US targets outside the Middle East to deter the United States from resuming military action against Iran. These threats follow US President Donald Trump’s recent warning that the United States could resume military action against Iran after the US midterm elections in November.
A senior Iranian delegation comprised of individuals close to Iranian Supreme Leader Mojtaba Khamenei visited southern Lebanon on October 1. The delegation included Islamic Revolutionary Guard Corps (IRGC) officer Brigadier General Hossein Yekta, who has played a significant role in internal security activities and recruitment. His inclusion in the delegation is notable given Hezbollah’s growing unpopularity in parts of southern Lebanon and its ongoing attempts to reconstitute its military capabilities. (1/2)
The deal is simple: iron ore and soy keep moving. In this cooler new “Cold War,” the restrictions hit chips, AI, digital networks, rare earths, and security ties with China.
Lula rejected the Shield of the Americas.
His government also split its AI spending between Huawei and Nvidia while resisting a U.S.-favored rare-earth deal.
Washington’s ask, if Flávio wins, is the one it already makes of its partners: trusted suppliers on critical networks, a seat in the Shield, and cooperation on the gangs.
Soy and iron ore do not have to stop moving for any of that to happen.
Source: Reuters @FlavioBolsonaro / Writer: Lucas
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