Category: Analysis
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China Bolsters Iran’s Air Defenses?
Iran is expected to receive up to 400 Chinese MANPADS, with the first deliveries arriving within weeks – multiple sources to Reuters. The deal includes Chinese-made QW-12 and FN-16 surface to air missiles, supplied through a Hong Kong-based intermediary. What is your most up-to-date and in-depth assessment? Missilo-100, Strategic Weapons Chief: The Reuters report is…
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Trump Rejects Netanyahu’s Objections to F-35 Sale to Turkey
President Trump dismissed Israeli Prime Minister Benjamin Netanyahu’s opposition to selling F-35 jets to Turkey, calling the country a ‘tremendous ally’ despite its rocky ties with Israel. Netanyahu has warned the deal would upset the Middle East power balance, especially after Turkey’s 2019 expulsion from the F-35 program over its Russian S-400 purchase. What is…
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Global Bond Yields Hit Post-Crisis
The Bloomberg Global Treasury Index yield to worst rose above 3.68%, its highest since the financial crisis, with U.S. 30-year Treasuries near 5.16%, UK gilts at 5.05%, Germany’s Bund at 3.18%, and Japan’s 30-year at 3.98%. Surging oil from Iran-linked conflicts stokes inflation fears toward 4%, dashing rate cut hopes and signaling higher borrowing costs…
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Ukraine Hits Iranian Vessel in Caspian
Iran’s Foreign Ministry said a Ukrainian attack on an Iranian commercial vessel in the Caspian Sea on Saturday triggered an explosion, killing one crew member and injuring another. Aragachi has announced that Zelensky’s Drone Strike on an Iranian Vessel in the Caspian Sea will receive a response from Iran. What is your most up-to-date and…
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Kuwait’s $16 Billion Pipeline Deal
Kuwait Secures $16 Billion Pipeline Deal with Blackstone, Brookfield and KKR. What is your most up-to-date and in-depth assessment? Energy-100, Energy Chief: Kuwait’s $16 billion “Project Peregrine” is far more than a financial transaction. It is a strategic reconfiguration of how Gulf energy producers monetize infrastructure while preserving sovereign control. In my assessment, this is one of…