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7:55 America/New_York Thursday, June 12

​CIPHER BRIEF EXCLUSIVES ​THE AMERICAS ​THE UKRAINE UPDATE ​EUROPE ​THE MIDDLE EAST ​ASIA & OCEANIA ​AFRICA ​CYBER, TECH & MARKETS​REPORT INFO

Report for Thursday, June 12, 2025

7:55 America/New_York Thursday, June 12

THE TOP HEADLINES

Report for Thursday, June 12, 2025
  • Israel Appears Ready to Attack Iran, Officials in U.S. and Europe Say

  • US withdraws some diplomats and military families from Middle East amid Iran tensions

  • UN nuclear watchdog says Iran has violated non-proliferation obligations

  • US-China deal is done, Trump announces, with rare earths set to be supplied

CIPHER BRIEF EXCLUSIVES

Opinion: U.S. Support for Ukraine Would be Cheap at Twice the Price. Nate Fick, former U.S. Ambassador at Large for Cyberspace and Digital Policy, describes Ukraine as the world’s most advanced live testing ground for modern warfare technologies, especially drones. During his visit to Kyiv, Fick observed young Ukrainian drone pilots conducting real-time reconnaissance missions and toured grassroots drone factories capable of producing thousands of drones daily—far outpacing U.S. defense production. He argues that Ukraine’s battlefield innovations in autonomous systems, AI, and electronic warfare are reshaping the future of global security. Fick warns that adversaries like China and Iran are already absorbing Russia’s wartime lessons for future advantage, and he urges the U.S. to do the same—before it’s too late. Rather than retreat, America must deepen its partnership with Ukraine to rapidly absorb battlefield insights and apply them to strengthen U.S. defense capabilities. As Fick emphasizes, “What’s happening in Ukraine won’t stay in Ukraine.” The Cipher Brief

THE AMERICAS

US-China deal is done, Trump announces, with rare earths set to be supplied.President Donald Trump has unveiled a greatly anticipated U.S.-China trade deal that reinstates a fragile truce, following intensive negotiations in London. The agreement, which includes a fixed 55% U.S. tariff on Chinese imports, temporarily removes Chinese export restrictions on rare earth minerals and ensures continued access for Chinese students to American universities. Washington has also agreed to ease some restrictions on the sale to China of certain products. However, the deal excludes any easing of U.S. export controls on AI chips. Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng confirmed a framework had been reached and would be presented to both presidents for final approval. While Trump declared the deal done, many details remain unclear, prompting muted market reactions. Critics note the deal may ease immediate tensions but does little to resolve long-term structural disagreements. The World Bank cited such trade tensions as a major factor in lowering its 2025 global growth forecast. Analysts believe that despite progress, the two nations still face deep economic and strategic divisions. BloombergReutersWall Street JournalAxios

Trump’s Joint Chiefs chair says Putin won’t stop at Ukraine. At a Senate hearing on Wednesday, Joint Chiefs Chairman Gen. Dan Caine stated he does not believe Russian President Vladimir Putin would stop at Ukraine if his invasion succeeds there, highlighting a key contrast with President Trump’s more ambiguous stance on the situation. Defense Secretary Pete Hegseth said it “remains to be seen,” prompting Sen. Lindsey Graham to argue that Putin’s broader ambitions are already clear. Hegseth criticized President Biden’s handling of Moscow, though Sen. Mitch McConnell, while agreeing with past criticisms, urged a forward-looking strategy. Trump, now in his second term, has pledged to end the war swiftly but has made little progress. The president has grown frustrated with both Russia and Ukraine, likening the conflict to a schoolyard fight. McConnell warned that NATO allies view Washington’s hesitation as potentially allowing Russia to define victory, despite increasing European defense commitments. The Hill

Texas Governor Abbott to dispatch National Guard as anti-ICE protests gain ground nationwide. Texas Governor Greg Abbott has announced the deployment of the National Guard across parts of Texas in response to nationwide protests against ICE raids, which began in Los Angeles and have led to hundreds of arrests. Abbott did not specify troop numbers or locations. In San Antonio, local leaders criticized the lack of consultation. In Los Angeles, protests intensified, with demonstrators clashing with police and chanting anti-ICE slogans. Over 200 people were arrested, and a curfew remains in effect. The deployments have expanded to include direct support for ICE raids. California officials, including L.A. Mayor Karen Bass, have condemned the raids for spreading fear and panic. Wall Street JournalCBS News

$1 billion Texas shipyard pact with Canada could bring Arctic icebreakers to U.S. Canada’s Davie Shipbuilding is in advanced talks to acquire shipyard assets in Galveston and Port Arthur, Texas, in a bid to transform the sites into a major U.S. hub for building Arctic-ready icebreakers. The move aligns with President Trump’s push to revive American shipbuilding and boost U.S. maritime capabilities, particularly in the Arctic, where Washington lags behind Russia’s icebreaker fleet. Davie plans to invest $1 billion to modernize the Texas facilities and transfer expertise from its icebreaker-focused shipyards in Finland and Canada. This follows recent moves by other global shipbuilders to expand in the U.S., anticipating increased demand amid bipartisan efforts in Congress to grow the domestic shipbuilding industry and U.S.-flagged fleet. The Biden administration had also supported the sector through international partnerships, such as the ICE Pact with Canada and Finland. Davie expects to complete the Texas deal this summer. Wall Street JournalThe Globe and MailFinancial Post

US Army to curtail VIP flights around Pentagon after fatal collision. The U.S. Army will reduce VIP helicopter flights near the Pentagon amid safety concerns following the fatal January 29 crash between a Black Hawk helicopter and an American Airlines jet near Reagan National Airport. Senator Jerry Moran announced on Wednesday that only top officials, like the defense secretary, will be eligible for such flights, and training missions will also be curtailed. The FAA had already restricted Army flights in the area after a May 1 near-miss. A memorandum is being negotiated between the FAA and the Army to regulate future military activity in the airspace. Concerns have also emerged over the lack of functioning ADS-B safety systems on many military helicopters, including the one involved in the crash. Civilian planes are required to use ADS-B, and the FAA has since mandated its use around Reagan Airport. Transportation Secretary Sean Duffy criticized excessive helicopter use by generals, urging them to drive instead. Reuters

Senate greenlights arms sales to Qatar, UAE in spite of fierce opposition. The Senate on Wednesday rejected resolutions to block arms sales to Qatar and the UAE, despite Democratic objections over alleged conflicts of interest involving President Trump. The proposed deals include a $1.9 billion MQ-9 Reaper drone sale to Qatar and a $1.3 billion Chinook helicopter sale to the UAE. Sen. Chris Murphy led the opposition, accusing Trump of personally benefiting from a $400 million Qatari jet intended for Air Force One and a $2 billion Emirati investment in a Trump-linked crypto venture. Defense Secretary Pete Hegseth refused to reveal details about the jet, drawing bipartisan criticism. Republicans defended the deals as vital for strengthening key Middle Eastern allies, with Sen. Jim Risch calling Doha and Abu Dhabi crucial partners for regional stability and U.S. security interests. PoliticoReutersAxios

The Audacious Reboot of America’s Nuclear Energy Program. In Oak Ridge, Tennessee—once the heart of the U.S. nuclear effort—a team at Standard Nuclear is racing to power America’s next nuclear era by developing meltdown-resistant fuel for small, modular reactors (SMRs). These reactors, seen as crucial for low-carbon energy and to support energy-hungry AI systems, are backed by growing political and venture capital interest, including from tech leaders like Peter Thiel and Sam Altman. After a financial collapse, Standard Nuclear’s scientists worked unpaid for months, betting on the promise of triso fuel—a highly durable uranium product ideal for SMRs. A $42 million investment by venture capitalists rescued the company, reflecting renewed enthusiasm for nuclear power amid geopolitical tensions with China and looming bans on Russian uranium. President Trump’s executive orders have accelerated the push, easing regulations to deploy reactors faster. Despite risks, supporters believe this nuclear revival is essential for energy security and global competitiveness. Wall Street Journal

U.S. Ambassador to Canada Says Breakthrough Possible in Bilateral Talks at G-7 Summit. President Trump is pushing to finalize a new economic and security pact with Canada, potentially reaching a breakthrough during the upcoming G-7 summit in Alberta, where he will meet Canadian Prime Minister Mark Carney. U.S. Ambassador to Canada Pete Hoekstra expressed optimism about the deal, though he emphasized Trump’s continued focus on tariffs. The two leaders see the summit as a pivotal moment, following Carney’s recent visit to the White House and ongoing bilateral negotiations. Ottawa is pressing for the removal of U.S. tariffs on certain imports. In preparation for the summit, Carney announced plans to accelerate defense spending to meet NATO's 2% GDP benchmark, a long-standing U.S. demand. Hoekstra welcomed the move but noted NATO may soon raise the target to 5%. Discussions also include potential Canadian involvement in Trump’s proposed Golden Dome missile-defense initiative. Carney’s office did not comment on the status of the negotiations. Wall Street Journal

Trump Is Pushing Allies Away and Closer to Each Other. As the Trump administration pursues an “America First” agenda marked by tariffs, unilateralism, and reduced global engagement, longtime U.S. allies—including Canada, Britain, France, and Japan—are deepening ties with one another to safeguard their economic and security interests. These so-called “middle powers” are advancing new trade deals, joint sanctions, and military partnerships, often without U.S. involvement, in response to what they view as U.S. unpredictability and retreat from multilateralism. At the upcoming G7 summit in Canada, the growing divide will be on full display, with allied nations increasingly coordinating policies independently of Washington. While they are not aiming to replace the U.S. as a partner, these efforts reflect a strategic push to reduce reliance on America and reinforce a stable, rules-based global order—one they see the Trump administration as actively undermining. New York Times

US sentences former CIA analyst to over 3 years for leaking classified info on Israeli strikes. Former CIA analyst Asif William Rahman of Virginia was sentenced to 37 months in prison for leaking classified Israeli plans to strike Iran, the U.S. Department of Justice has announced. Rahman, who held a Top Secret clearance, admitted to illegally downloading and distributing sensitive information multiple times, including in 2024. The leaked documents appeared on a pro-Iranian Telegram channel amid heightened tensions between Israel and Iran. At the time, Israel was preparing retaliatory strikes after the Islamic Republic launched missiles in response to the killing of a Hamas leader. Rahman, 34, was arrested in Cambodia after his employment was terminated. Prosecutors underscored the severity of the breach of national security and trust. ReutersBBCNew York PostTimes of Israel

Gabbard tightens grip on intel assessments after Venezuela clash. Director of National Intelligence Tulsi Gabbard has implemented stricter review procedures for inter-agency intelligence reports, prompting concerns within the intelligence community about political interference and delays in information flow. The changes follow a dispute over a National Intelligence Council (NIC) report that contradicted White House claims linking Venezuela’s government to the Tren de Aragua cartel. Gabbard fired the NIC’s acting leadership and now requires high-level sign-offs on reports, slowing production. Critics fear this will cause self-censorship among analysts, while Gabbard’s office insists the changes are meant to ensure unbiased, apolitical intelligence. Tensions reflect growing mistrust between Gabbard’s team and career intelligence officials, each accusing the other of politicizing intelligence. "Nobody wants to give the boss what he or she needs to hear if the messenger is going to get shot," said one former senior intel official. Axios

Gang violence displaced a record 1.3 million people in Haiti, UN report finds. The U.N. reports that ongoing gang violence in Haiti has displaced a record 1.3 million people, with a 24% increase since December. About 11% of Haiti’s population has now been forced from their homes, with violence spreading beyond Port-au-Prince into previously calm central regions. Over 230,000 people have been left homeless in the north, and makeshift shelters have surged by 70%. Most displaced individuals rely on friends or family, though many in the capital live in overcrowded, unsanitary conditions. The crisis has severely restricted access to health care, education, and clean water. U.N. officials stress that addressing the crisis requires both security and development. Gangs now control 85% of Port-au-Prince and are increasingly recruiting children. A U.N.-backed security mission led by Kenyan police remains underfunded and understaffed. Associated PressUN News

THE UKRAINE UPDATE

Zelensky says ‘Russia is simply lying to Trump.’In an interview Wednesday with the Axel Springer Global Reporters network (which includes POLITICO), Ukrainian President Volodymyr Zelensky said President Donald Trump holds the leverage to end the war in Ukraine, but warned that “Russia is simply lying to Trump.” He stressed that Russian President Vladimir Putin only respects strength and that America, under Trump, has the power to enforce meaningful sanctions and accelerate decisions. Zelensky described past tensions with Trump, including a February Oval Office blow-up, but noted recent constructive talks, including a friendly one-on-one at the Vatican in April. He criticized Russia’s dishonesty, acknowledged recent frontline losses, but insisted Moscow is struggling economically. He warned that Western abandonment of Ukraine would be Putin’s “perfect scenario.” While he admitted to personal doubts, Zelensky emphasized his role as a symbol of resilience, vowing never to show weakness during the war. Politico EU

Ukraine bracing for 'painful' reduction in US military aid after Hegseth announces cuts. Ukraine is bracing for a sharp and potentially painful reduction in U.S. military aid, following signals from Defense Secretary Pete Hegseth that the Trump administration will cut support in its 2026 defense budget. Hegseth emphasized a shift toward seeking a “negotiated peaceful settlement,” distancing Washington from the Biden-era strategy of robust military backing for Ukraine. Lawmakers and soldiers warn that any aid cut will harm Ukraine's defense, raise casualties, and embolden Russian President Vladimir Putin’s planned summer offensive. The U.S. has provided $74 billion in military aid, including advanced weapons like Patriots and HIMARS. Now, with some missile shipments reportedly redirected to the Middle East, Ukraine faces gaps it cannot fill from Europe alone. Ukrainian officials are exploring domestic production and direct purchases but say U.S. delays send dangerous signals. Soldiers on the frontlines call President Donald Trump’s policy a betrayal. Kyiv Independent

Senators grill Hegseth over planned cuts in military aid to Ukraine. At a heated Senate hearing on Wednesday, Republican Senators Mitch McConnell and Lindsey Graham confronted Defense Secretary Pete Hegseth over the Trump administration’s shifting Ukraine policy, exposing a widening GOP rift on foreign affairs. McConnell, warning that “America’s reputation is on the line,” criticized the administration’s failure to include Ukraine aid in its 2026 defense budget and accused it of enabling Russian aggression by prioritizing a “peace at any cost” strategy. Graham echoed these concerns, likening the situation to 1930s appeasement and warning that victory for Russian President Vladimir Putin could embolden threats to Taiwan and global order. Hegseth admitted that Russia is the aggressor but refused to say which side the U.S. supports, framing the administration’s goal as achieving a negotiated peace. Democrats also challenged Hegseth, with Sen. Chris Coons calling the aid cuts dangerous and strategically unwise. The hearing revealed deep divisions over U.S. leadership, deterrence, and the long-term implications of abandoning Ukraine. New York TimesNew York PostPolitico

Where Russia Is Advancing in Ukraine and What It Hopes to Gain.Russia has made its largest territorial gains in Ukraine since late 2022, using its summer offensive not only to seize ground but to influence Western perceptions by projecting inevitable victory. Moscow aims to pressure Ukraine into capitulation while discouraging further Western aid. Kostyantynivka, a strategic logistical hub, is nearly encircled and heavily targeted by advanced Russian drones. In the north, over 50,000 Russian troops have crossed into Ukraine’s Sumy region, seeking to stretch Ukrainian defenses along the 600-mile front line and possibly take the regional capital. Meanwhile, attacks persist in the south around Pokrovsk and Zaporizhzhia, despite minimal territorial gains. Russia’s fiber-optic drones, drone superiority, and numerical advantage are making Ukrainian resupply and defense increasingly difficult. Analysts say Russia hopes this momentum will strengthen its negotiating position, while Ukrainian troops remain over stretched across the 600-mile front. The war’s outcome, for now, is shifting back to battlefield dynamics. Wall Street Journal

German defense minister visits Ukraine for talks on weapons support.German Defense Minister Boris Pistorius arrived in Kyiv on Thursday to reaffirm support for Ukraine and discuss increased weapons aid amid renewed Russian bombardments and stalled peace efforts. His trip underscores Germany’s role as Ukraine’s second-largest military backer after the U.S., whose commitment is under question. Pistorius emphasized Germany's aim to bolster Ukraine’s defense and negotiating position. Recent peace talks in Istanbul failed to bridge gaps over territorial concessions and Ukraine’s potential NATO membership. German Chancellor Friedrich Merz, who has already traveled to Kyiv and hosted Ukraine's President Volodymyr Zelensky in Berlin since taking office in May, recently gave Ukraine the green light for "long-range fire" with weapons supplied by Germany and others, angering Moscow. Reuters

Zelensky says Russia seeks to disrupt Ukraine, Moldova, southeastern Europe. Ukrainian President Volodymyr Zelensky warned Wednesday that Russia aims to destabilize not only southern Ukraine but also Moldova and southeastern Europe. Speaking at a regional leaders' conference in Odesa, he called for unified action and stronger pressure on Moscow to counter ongoing threats. "We are here in Odesa, a city that Russia wants to destroy," Zelensky said, highlighting recent drone attacks targeting civilian infrastructure. He warned that Russian military plans extend beyond Ukraine’s borders, threatening Moldova and Romania. Zelensky also accused Moscow of seeking to destabilize Moldova ahead of its September elections, warning that a loss for pro-European forces there would embolden further Russian interference across the region.Reuters

Serbia’s Moscow-friendly president visits Ukraine but refuses to sign ‘anti-Russian’ declaration. Serbian President Aleksandar Vučić made a surprise visit to Odesa on Wednesday for a summit with 12 Southeast European nations to bolster regional support for Ukraine. While Vučić praised Ukrainian President Volodymyr Zelensky’s hospitality, he declined to sign a joint declaration urging tougher sanctions on Russia, citing its “anti-Russian” language. Vučić, a longtime ally of Moscow, recently attended Russia’s Victory Day parade alongside Vladimir Putin, drawing criticism from European Union leaders. Though Serbia aspires to join the EU and officially supports Ukraine’s territorial integrity, it has refused to impose sanctions on Russia. The visit follows accusations by Russia that Serbia has secretly supplied ammunition to Ukraine via NATO-linked intermediaries. Serbia has not confirmed the allegations but pledged to investigate. Associated PressReuters

Ukraine says it struck a Russian gunpowder plant, an ammo depot, and an airfield in drone raid.Ukraine's General Staff confirmed a coordinated overnight drone assault on three key Russian military sites, aiming to weaken Russia’s munitions production and logistics. The strikes hit the Tambov Gunpowder Plant—central to Russia’s explosives manufacturing—causing fires; an ammunition depot in Kursk Oblast linked to the 106th Airborne Division, where one civilian was reportedly injured; and the Buturlinovka airfield in Voronezh Oblast. While Russian officials claimed over 15 drones were intercepted, Ukraine stated that several critical facilities were successfully targeted. The attacks underscore Ukraine’s strategy of using precision drone strikes to disrupt Russia’s military-industrial infrastructure. Damage assessments are still underway. Euromaidan Press

15 injured in Russian drone attack on Kharkiv, day after fatal drone bombardment.A Russian drone attack on Kharkiv early Thursday injured 15 people, including at least four children, following a mass strike the previous day that killed three and injured 64, authorities said. Kharkiv Mayor Ihor Terekhov reported 11 drone strikes, with a 12th failing to detonate. Residential areas, schools, kindergartens, and infrastructure were damaged, with fires breaking out across the city. Civilian cars and a high-rise building were hit, and a blaze erupted at an educational institution in the Shevchenkivskyi district. Russia continues targeting civilian infrastructure in Ukraine, including recent deadly drone and missile strikes on Kyiv and Odesa. Kyiv Independent

ISW Russian Force Generation and Technological Adaptations Update. Ukrainian intelligence officials have warned that China is playing a growing role in enabling Russia's expanding drone warfare capabilities. Chinese firms are reportedly supplying Russia with crucial components, ranging from engines and optical systems to AI hardware, often evading sanctions through shell companies. As a result, Russia has doubled long-range drone production in 2025 to over 30,000 units and is building millions of tactical drones annually. These drones, including AI-equipped V2U models based on Chinese and U.S. components, are being used on the Ukrainian frontlines with increasingly autonomous targeting capabilities. Fiber-optic drones sourced with Chinese coils further enhance Russia’s operational range. Meanwhile, Ukraine faces procurement restrictions from China. Alongside this, Russia is centralizing control over private military operations in Africa, militarizing society, expanding AI integration in defense, and fortifying airfields. Despite internal weaknesses in electronic warfare and logistical infrastructure, Russia’s technological adaptations and strategic production scale-up pose a mounting threat to Ukraine and its allies. Institute for the Study of War

ISW Russian Offensive Campaign Assessment for Wednesday, June 11. Reducing U.S. military aid to Ukraine will not bring peace nor force Putin to reconsider his long-term strategy of grinding advances and Western fatigue. The Kremlin continues to push false historical narratives that deny Ukraine's independent identity and statehood, while promoting regime change as a war objective. Russian officials are trying to drive a wedge between Ukraine and its Western allies and are threatening escalations, including nuclear-capable strikes, to deter further Western support. Anti-NATO rhetoric remains central to Russia's messaging, with officials calling NATO expansion the root of conflict and demanding limits on alliance forces in Eastern Europe. Ukrainian forces continue to target Russian military infrastructure, striking key facilities including the Tambov Gunpowder Plant, an airfield in Voronezh, and an ammunition depot in Kursk. Ukraine and Russia exchanged the remains of fallen soldiers, returning 1,212 Ukrainian and 27 Russian bodies under agreements reached in Istanbul.

Battlefield update: Ukrainian forces advanced near Borova. Russian forces advanced near Chasiv Yar, Toretsk, Pokrovsk, and Novopavlivka. Institute for the Study of War

EUROPE

NATO Gets New Tools to Monitor Ukraine and the Eastern Flank. NATO is expanding satellite surveillance with a new AI-powered system called SINBAD (Smart Indication And Warning Broad Area Detection), enabling real-time monitoring of military activity in Ukraine, Russia’s borders, and the Arctic. Admiral Pierre Vandier said the system allows NATO to observe “huge areas,” enhancing deterrence and helping verify ceasefire compliance. U.S.-based Planet Labs was selected to provide the satellite imagery. SINBAD, launching before a broader NATO space surveillance initiative in 2026, reflects Europe's growing urgency to assume more defense responsibility amid U.S. disengagement under President Trump. NATO allies may adopt a new 5% defense spending goal—3.5% for core defense and 1.5% for related sectors—at the June 24–25 Hague summit to meet Trump’s demands and reduce reliance on U.S. support. Bloomberg

Europe Set to Reaffirm Plan to Pressure Russia Despite US Delays. European powers are preparing to reaffirm their support for Ukraine and increase sanctions on Russia, as the U.S. delays action to pressure President Vladimir Putin into negotiations. A draft joint statement by foreign ministers from France, Germany, Italy, Poland, Spain, the UK, and the EU—set for release at a June 13 summit in Rome—calls for stricter enforcement of sanctions, particularly in the banking and energy sectors. Europe emphasizes that peace must include strong security guarantees for Ukraine and criticizes Russia’s “massive” attacks on civilians. As President Donald Trump signals a possible U.S. withdrawal from peace talks, Europe is stepping into a more prominent geopolitical role, highlighting growing transatlantic divergence. Bloomberg

European Banks With Russian Units Help Keep Natural Gas Flowing. Despite U.S. sanctions on Gazprombank, several European banks with operations in Russia—such as Raiffeisen Bank International, OTP Bank, and UniCredit—are helping countries like Turkey and Slovakia continue payments for Russian pipeline gas. These payments are now routed through the Russian branches of Western banks or non-sanctioned Russian financial institutions. While the U.S. sees this shift away from Gazprombank as a sanctions success, it also highlights Europe's continued dependence on Russian energy. These arrangements do not violate sanctions and allow Western governments to monitor financial flows into and out of Russia. However, they also preserve economic ties that give the Kremlin some leverage. The Kremlin has further complicated foreign business exits by imposing discount sales and exit taxes. As gas deliveries decline, some countries like Austria and Italy have ceased Russian imports, while others maintain operations, illustrating the complexities of energy interdependence despite ongoing geopolitical tensions. Bloomberg

EU Proposes Sanctioning Two Small Chinese Banks for Russia Trade.The European Union has proposed sanctioning two small Chinese banks for helping Russia bypass trade restrictions, marking the first time Brussels targets third-country lenders over the Kremlin’s war on Ukraine. The banks allegedly processed illicit transactions and used crypto assets to support banned trade. The proposed sanctions—part of the EU’s 18th package—would also cut these banks off from SWIFT, add new trade and oil tanker restrictions, and lower the G7 oil price cap from $60 to $45. Brussels aims to pressure Moscow into a ceasefire and peace talks while signaling to Beijing that aiding Russia carries consequences. The sanctions come ahead of a major EU-China summit and follow reports of growing Russia-China trade, now at $245 billion annually. Approval from all 27 EU members is required, and the proposal’s fate may hinge on U.S. support at the upcoming G7 summit. China denies wrongdoing, accusing the EU of double standards. BloombergFinancial Times

Putin says special attention should be paid to nuclear triad in Russia's new arms program. Russian President Vladimir Putin emphasized that Russia’s new 2027–2036 arms program will prioritize the country’s nuclear triad—its land-, sea-, and air-based strategic weapons. Speaking Wednesday at a televised meeting with senior officials, Putin asserted that the nuclear triad remains the cornerstone of Russia’s sovereignty and global strategic balance. He claimed that 95% of Russia’s strategic nuclear arsenal is now modernized, calling it the highest rate among all nuclear powers. Putin’s remarks reflect continued focus on deterrence and military strength amid ongoing geopolitical tensions and arms competition Reuters

Russia flies bomber planes over Baltic for first time since Ukrainian drone attacks.Russia flew Tu-22M3 long-range bombers over the Baltic Sea for the first time on Wednesday since Ukraine’s June 1 drone strikes severely damaged multiple Russian air bases. The flight, which lasted over four hours and was partly escorted by foreign (likely NATO) fighter jets, appeared to be a message of resilience following the attacks. Russian Deputy Foreign Minister Sergei Ryabkov claimed the strikes did not damage Russia’s nuclear deterrence and accused Western nations of complicity, alleging they provided Ukraine with technical support and targeting data. U.S. officials confirmed around 10 bombers were destroyed, though denied prior knowledge of Ukraine’s "Spider's Web" operation. Reuters

Czech Leader Calls on Trump to Give Europe More Time to Rearm. Czech President Petr Pavel has urged the U.S. to give Europe more time and realistic goals to strengthen its security amid growing Russian aggression. In an interview with Bloomberg, Pavel, a former NATO general, acknowledged President Trump’s push for increased European defense spending but warned against overwhelming allies. At the upcoming NATO summit in The Hague (June 24–25), leaders are expected to endorse a target of 5% of GDP for defense—aligned with Trump’s demands. Pavel emphasized the need to keep the U.S. engaged in NATO and criticized Trump’s reluctance to confront Russia more directly. He also voiced concern over the summit’s watered-down declaration, which omits pledges to Ukraine. While admitting Ukraine may need to make temporary territorial concessions, Pavel insists the West must continue arming Kyiv to prevent a Russian victory. He stressed NATO’s central role in European security and the importance of U.S.-European unity in confronting Moscow’s ambitions. Bloomberg

Denmark approves US military bases on Danish soil as Trump eyes Greenland. Denmark’s Parliament approved a bill allowing U.S. military bases on Danish soil, expanding a 2023 agreement that had permitted broad U.S. access to Danish air bases. The move comes amid renewed interest from President Donald Trump in acquiring Greenland, a semi-autonomous, mineral-rich Arctic territory of Denmark. While Denmark and the U.S. are NATO allies, critics argue the vote compromises Danish sovereignty. Foreign Minister Lars Løkke Rasmussen stated Denmark retains the right to terminate the agreement if the U.S. attempts to annex any part of Greenland. The bill passed with 94 votes in favor and 11 against and now awaits the Danish king’s signature. Greenland’s leaders have firmly rejected U.S. ambitions, calling them disrespectful and reaffirming the island’s non-negotiable status. Associated Press

Polish government wins confidence vote after presidential election blow. Polish Prime Minister Donald Tusk’s pro-European coalition won a parliamentary vote of confidence on Wednesday, after his ally Rafal Trzaskowski’s defeat in the presidential election raised internal tensions and questions about the government’s future. Tusk secured the vote 243–210 and framed it as a mandate to relaunch his government, signaling an upcoming cabinet reshuffle and coalition renegotiation. President-elect Karol Nawrocki, backed by the nationalist Law and Justice (PiS) party, has pledged cooperation on some policies but already refused key ambassador nominations. His victory sets the stage for political gridlock, with veto powers likely to obstruct Tusk’s reform agenda, including judicial changes and tax relief. While Tusk cited accomplishments like defense spending and visa policy changes, critics point to unmet promises and stalled reforms. The vote may offer short-term stability, but Poland now faces intensified institutional friction amid broader European Union challenges. ReutersBloomberg

French and German lawmakers push for joint border controls. French and German lawmakers have proposed joint border control mechanisms, including mixed patrols, to ease tensions over Germany’s recent unilateral move to tighten national border checks amid a broader migration crackdown. The initiative reflects a broader effort to renew Franco-German cooperation after political strains under former Chancellor Olaf Scholz. Lawmakers also plan joint initiatives on AI, cybersecurity, and energy strategies—including hydrogen and geothermal development—and seek deeper integration of their capital markets ahead of the July meeting of European Union finance ministers. Politico EU

Poland may introduce partial controls on German border in summer, PM says. Polish Prime Minister Donald Tusk said on June 11 that Poland may introduce partial border controls with Germany this summer if migrant crossings continue to rise. Responding to opposition claims that his government is allowing illegal migrants returned from Germany under EU rules, Tusk insisted the numbers are limited and that each group is thoroughly vetted. He emphasized the potential threat of illegal migration to Poland's future and did not rule out suspending visa-free travel from countries linked to criminal incidents, such as Georgia. Poland has also been dealing with a migrant crisis on its eastern border since 2021, which it blames on Belarus and Russia—allegations that both countries staunchly deny. ReutersThe Brussels Times

Northern Ireland leisure centre hosting immigrants attacked on third night of violence. A wave of anti-immigrant violence in Northern Ireland entered its third night on Wednesday, though it was less intense than previous days. The unrest began in Ballymena after two teenagers, reportedly Romanian, were charged with a serious sexual assault, sparking racially charged riots. Masked youths set homes and cars ablaze, attacked police with petrol bombs and fireworks, and injured 41 officers overall. On Wednesday, violence spread to Larne, where rioters set fire to a leisure centre temporarily sheltering migrant families. Although the families had been moved, rumors circulated that the centre would permanently house migrants. Police are investigating the incidents as hate crimes and have arrested several individuals, including teens. Similar unrest was reported in Coleraine and Newtownabbey, known hotspots for past sectarian tensions. ReutersBBCThe Telegraph

THE MIDDLE EAST

Israel Appears Ready to Attack Iran, Officials in U.S. and Europe Say. Israel is reportedly preparing to launch a military strike on Iran, raising serious concerns among U.S. and European officials about escalating conflict in the already volatile Middle East, and disrupting nuclear negotiations. In response to the growing threat, the U.S. has begun withdrawing diplomats from Iraq and authorizing the voluntary departure of military families from the region. Tensions have increased as Prime Minister Netanyahu pushes for action while President Trump has sought to pursue diplomacy, though he has grown pessimistic. Iran has threatened severe retaliation if attacked, including missile strikes on U.S. bases and Israeli targets. Iran’s military and government are already planning responses, while American and Iranian negotiators are still scheduled to meet in Oman for nuclear talks. Meanwhile, the U.S. and allies have submitted a resolution to censure Iran at the IAEA over nuclear violations. The situation threatens regional stability, energy markets, and prospects for diplomatic resolution, with oil prices already rising in anticipation of conflict. New York Times

US withdraws some diplomats and military families from Middle East amid Iran tensions. The U.S. State and Defense Departments on Wednesday began evacuating non-essential personnel and military families from several Middle Eastern locations amid rising regional tensions, particularly involving Iran and Israel. President Donald Trump cited potential danger but did not specify the cause, though the move coincides with faltering nuclear deal negotiations with Iran. CENTCOM Commander Gen. Michael Kurilla postponed Senate testimony due to the situation, while U.S. embassies in Iraq, Bahrain, and Kuwait are preparing for reduced staffing. Trump also expressed growing pessimism about reaching a deal with Tehran and reportedly urged Israeli Prime Minister Benjamin Netanyahu to stop discussing potential strikes on Iran. Meanwhile, Iran’s defense minister warned that if talks collapse, the U.S. could face severe retaliation and be forced to exit the region. CNNWall Street JournalReutersAxios

UN nuclear watchdog says Iran has violated non-proliferation obligations.For the first time in nearly 20 years, the International Atomic Energy Agency (IAEA)’s Board of Governors has declared Iran in breach of its nuclear non-proliferation obligations. The resolution, backed by the U.S., U.K., France, and Germany, cites Tehran’s failure to explain uranium traces at undeclared sites, and its non-cooperation with the U.N. nuclear watchdog since 2019. Of the 35 nations on the board, 19 voted in favor, 11 abstained, and three—Russia, China, and Burkina Faso—opposed. The decision raises the possibility of referring Iran to the U.N. Security Council, though a second resolution would be required. The Islamic Republic, which denies seeking nuclear weapons, has threatened to escalate its nuclear program in response. The IAEA's findings suggest Iran ran a covert nuclear program until the early 2000s, using undeclared materials. ReutersNew York TimesBBCFrance 24Al Jazeera

Amid mounting tensions, UK Navy offers rare warning to ships near Hormuz Strait. The United Kingdom Maritime Trade Operations (UKMTO), which serves as a liaison between the British navy and commercial shipping, has released a warning to ships urging caution while transiting the Arabian Gulf, Gulf of Oman, and Strait of Hormuz due to rising tensions in the Middle East that could escalate into military activity. The advisory reflects growing concern about regional instability, though it did not specify the exact source of the threat. This follows previous alerts, including one about electronic interference near Hormuz, a key route for about 26% of global oil trade. Tensions in the region have been fueled by U.S.-Iran nuclear talks, Israeli strikes on Yemen’s Houthi rebels—who have targeted Red Sea shipping—and Tehran’s past vessel hijackings. BloombergReuters

The ‘Ghost of al-Qassam’ Becomes Hamas’s Third Leader in Seven Months. Ezzedin al-Haddad, known as the "Ghost of al-Qassam," has become Hamas’s third Gaza leader in seven months, following the mid-May killing of Mohammed Sinwar by Israel. A veteran fighter and key planner of the Oct. 7, 2023, attacks, Haddad inherits command of a severely weakened Hamas but remains a key figure due to his operational experience and leadership over hostages. Haddad has shown signs of pragmatism, pressing for hostage releases and engaging in discussions on disarmament—positions his predecessors resisted. Still, he insists hostages won’t be freed without Israeli withdrawal and a war’s end. Israel now controls about half of Gaza and aims to expand that to 75% by late July, but Hamas’s resilience presents enduring challenges. Wall Street Journal

Israeli gunfire, airstrikes kill 60 in Gaza, many near aid site, medics say. Israeli gunfire and airstrikes killed at least 60 Palestinians in Gaza on Wednesday, according to local health officials. At least 25 were killed before dawn near a Gaza Humanitarian Foundation (GHF) aid site in central Gaza's Netzarim Corridor, and 14 more were killed later in the day near a GHF site in Rafah. Israeli forces claimed they fired warning shots at people who posed a threat in active combat zones. Separately, GHF accused Hamas of killing five aid workers in a bus attack. Gaza's health ministry reported 11 additional deaths from Israeli strikes elsewhere that day. The GHF said it delivered a record 2.5 million meals Wednesday but acknowledged the challenges of distributing aid amid intense conflict. Since late May, 163 Palestinians have been killed and over 1,000 injured while trying to access food. The United Nations has condemned the violence and refuses to cooperate with the GHF. Reuters

US-backed Gaza Humanitarian Foundation says Hamas attacked a bus of its workers, 5 dead. An Israeli- and U.S.-backed aid group, the Gaza Humanitarian Foundation, reported that a bus carrying over two dozen Palestinian workers was attacked by Hamas in southern Gaza on Wednesday night, killing at least five and injuring others. Some workers may have been taken hostage. The group, run by American contractors, condemned the attack and blamed Hamas, which has not responded. The foundation said Hamas had been threatening aid workers for days, but Hamas denies this and claims the group lacks neutrality. The attack is part of broader turmoil around the group’s operations, which have faced criticism for being too closely tied to Israel. The U.N. and other humanitarian bodies have accused Israel of militarizing aid and warned of risks to civilians. Separately, shootings near an aid distribution site on Wednesday left several dead and injured, with conflicting reports on whether Israeli forces were responsible. Despite the violence, the foundation vowed to continue its humanitarian efforts. New York TimesCNNReutersDeutsche Welle

More than 55,000 Palestinians have been killed in the Israel-Hamas war, Gaza health officials say.The Gaza Health Ministry reported Wednesday that over 55,000 Palestinians have died and more than 127,000 have been wounded in the 20-month Israel-Hamas war. The toll includes many women and children, though the ministry doesn’t separate civilians from combatants. Israel claims it targets only militants and blames Hamas for civilian casualties. Associated PressPBS

US slams UN conference on Israel-Palestinian issue, warns of consequences.The U.S. is pressuring allies to avoid a June 17–20 United Nations conference in New York on a potential two-state solution for Israel and Palestine, co-hosted by France and Saudi Arabia. According to a U.S. diplomatic cable obtained by Reuters, the Trump administration warned that countries taking "anti-Israel actions" following the conference could face consequences, arguing the event undermines ceasefire efforts in Gaza and rewards Hamas. The U.S. opposes unilateral recognition of a Palestinian state, while French President Emmanuel Macron has hinted he may do so. U.S. Ambassador to Israel Mike Huckabee stated Palestinian statehood is no longer a U.S. policy goal. The conference follows intensified Israeli military action in Gaza and growing international calls for Palestinian recognition, with Macron seeking to act before the two-state solution becomes unviable. Reuters

Netanyahu asks U.S. to broker Israel-Syria negotiations.Israeli Prime Minister Benjamin Netanyahu has expressed interest in U.S.-mediated negotiations with Syria’s new government, led by former militant Ahmad al-Sharaa, according to two Israeli officials cited by Axios. The move follows a dramatic shift in U.S. policy, with President Trump recently lifting sanctions on Syria and meeting al-Sharaa in Saudi Arabia. Despite initial concerns, Israeli officials now see al-Sharaa as more independent from Turkey and potentially a partner for peace. Netanyahu aims to begin with an updated security agreement and work toward full normalization. Key Israeli demands include the exclusion of Turkish, Iranian, and Hezbollah forces and the demilitarization of southern Syria. The status of the Golan Heights, which Israel has occupied since 1967 and Trump recognized as Israeli territory, remains a sensitive topic but could see more flexibility than under the Assad regime. U.S. envoy Tom Barrack is leading the mediation efforts. Axios


Sweden leads EU push to sanction far-right Israeli ministers.Sweden is leading a push within the European Union to sanction far-right Israeli ministers Itamar Ben-Gvir and Bezalel Smotrich, following similar actions by the U.K., Canada, and Australia. Swedish Foreign Minister Maria Malmer Stenergard told POLITICO the EU must increase pressure on Israel over its role in the humanitarian crisis in Gaza and its opposition to a two-state solution. She urged sanctions against extremist settlers and ministers promoting illegal settlements. While unanimous EU approval is required—which faces resistance from countries like Hungary—momentum is growing, with support from France, Germany, and the Netherlands. Stenergard also backed protections for International Criminal Court judges recently sanctioned by the U.S., potentially straining EU-U.S. relations further. Politico EU

ASIA & OCEANIA

'Many killed' as Air India plane with 242 on board crashes near India's Ahmedabad airport. An Air India Boeing 787 Dreamliner (Flight AI171) bound for London crashed shortly after takeoff from Ahmedabad, India, on June 12, 2025, with 242 people aboard—the first fatal hull loss for the model. The aircraft hit a doctors' hostel near the airport after issuing a "Mayday" call at just 625 ft altitude, triggering a massive blaze in the residential area. At least 30–35 bodies have been recovered, with many injured and rescue efforts ongoing. The incident, India's deadliest aviation disaster since 2020, led Indian Prime Minister Modi and emergency services to mobilize support, while Boeing shares dropped around 8% amid renewed investor concern. Reuters

AUKUS submarine pact facing threat of delay as Pentagon formally reviews agreement. As the Trump administration carried out a formal review of the AUKUS submarine pact between the U.S., Britain, and Australia this week, Canberra expressed confidence that the deal would move forward. On Thursday, Australian Defence Minister Richard Marles asserted his faith in the trilateral pact, calling it a “multi-decade plan.” The $239 billion project aims to equip Australia with nuclear-powered submarines over three decades. While the review is considered to be routine due to the change in U.S. leadership, concerns remain over whether Washington can meet submarine production targets. Analysts question if the U.S. can afford to part with up to five nuclear powered submarines, when it is not hitting its own production benchmarks. Australia's Prime Minister Albanese is set to meet Trump soon to discuss defence spending, which the U.S. wants raised from 2% to 3.5% of GDP—Canberra currently plans 2.3%. The pact includes hosting American submarines from 2027 and the U.S. selling three Virginia-class subs from 2032, alongside joint construction of a new class of submarines with Britain. Nikkei AsiaReutersSouth China Morning PostPolitico

Chinese fighter aircraft have near miss incident with Japanese patrol planes. Japan has raised serious concerns after Chinese fighter jets flew dangerously close to its patrol planes over international waters in the Pacific on June 7–8, with one jet coming within 45 meters. The incidents occurred as Beijing deployed two aircraft carriers—Shandong and Liaoning—for simultaneous operations in the region for the first time. Japan's defense ministry reported that Chinese J-15 jets pursued Japanese P-3C surveillance planes for extended periods of time, sparking fears of accidental collisions. China defended its actions as lawful and blamed Japan for conducting reconnaissance near its routine military exercises. Japan and the U.S. view the encounters as further evidence of the Asian power’s growing military assertiveness and ambition. Tokyo, which is undertaking its largest military buildup since World War II, vowed to maintain a strong deterrent. U.S. Ambassador to Japan George Glass condemned Beijing’s actions as part of a pattern of regional aggression. Japan previously reported similar close encounters with Chinese aircraft in 2014. ReutersWall Street JournalThe Guardian

China approves world’s biggest amphibious plane, AG600, for mass production. China has approved the AG600, the world’s largest amphibious aircraft, for mass production, marking a major milestone in its push for self-reliance in aviation technology. Developed by the state-owned Aviation Industry Corporation of China (Avic), the AG600 received certification from the Civil Aviation Administration of China (CAAC), confirming its readiness for safe and consistent production. Designed for emergency rescue and disaster response, the AG600 is part of China’s broader effort to build an independent civil aviation ecosystem amid U.S. technology export restrictions. It joins the domestically developed Y-20 transport plane and C919 airliner as symbols of China's growing ambitions in global aviation. South China Morning Post

Taiwan cyber unit says it will not be intimidated by China bounty offer. Taiwan's defense ministry has firmly rejected China’s attempt to target its cyber forces, after Beijing offered bounties for the arrest of 20 alleged Taiwanese military hackers. China claims the individuals are part of Taiwan’s Information, Communications and Electronic Force Command, and published their personal details, offering rewards for their capture. Taipei subsequently asserted that China’s legal system has no power over the island, dismissing the "long arm jurisdiction" as a propaganda tactic aimed at weakening military morale. The ministry accused China of fabricating cyber incidents to manipulate public opinion and reaffirmed its commitment to defending Taiwan’s digital infrastructure. The self-governing island has also accused Beijing of engaging in widespread cyberattacks and misinformation campaigns to destabilize its democratic institutions. Despite these pressures, Taiwan's cyber forces vowed to continue safeguarding national security. Reuters

North Korea will always stand with Russia, leader Kim tells Putin. In a message to Russian President Vladimir Putin on Russia Day, North Korean leader Kim Jong Un expressed strong support for Moscow, calling Putin his "dearest comrade" and underscoring their close ties. He pledged to continue strengthening DPRK-Russia relations, calling it a firm commitment of both his government and himself. Reuters

Trump open to contacts with North Korea’s Kim, White House says. White House Press Secretary Karoline Leavitt has said that President Donald Trump “remains receptive” to the idea of resuming communication with North Korean leader Kim Jong Un, citing their past friendly relationship during Trump’s first term. This follows reports from Seoul that North Korea’s UN delegation has repeatedly refused to accept a new letter from Trump to Kim. Although Trump and the authoritarian leader held multiple summits and exchanged personal letters from 2017 to 2021, little progress was made on curbing Pyongyang's ambitious nuclear program. Renewed engagement efforts come as South Korea’s new president, Lee Jae-myung, suspends border loudspeaker broadcasts in a bid to reopen dialogue. However, analysts warn that renewed diplomacy will be harder now, as the North has expanded its weapons programs and strengthened its alliance with Russia, even sending troops and arms to support Moscow in Ukraine. ReutersAl JazeeraYonhap News Agency

North Korea appears to have stopped loudspeakers blasting noise, Seoul says. Pyongyang has purportedly stopped using its loudspeakers near the border aimed at South Korea, according to South Korean military reports. The broadcasts were not heard on Thursday, just a day after Seoul halted its own loudspeaker broadcasts with propaganda and K-pop music, following an order from newly elected President Lee Jae-myung. Lee aims to reduce tensions and reopen dialogue with the North after decades of strain. Residents near the border had criticized the broadcasts for causing noise disturbances. Seoul is now closely monitoring the situation. Yonhap News AgencyReutersNew York Times

Turkey to export 48 of its nationally produced fighter jets to Indonesia. Indonesia has signed a landmark $10 billion deal with Turkey to purchase 48 KAAN fifth‑generation stealth fighter jets, marking the first international export of Turkey’s domestically developed aircraft Announced at the Indo Defence 2025 expo in Jakarta by Presidents Erdoğan and Subianto, the agreement includes technology transfer and local integration, with deliveries expected by 2028. This deal positions Turkey—alongside China—as one of the few non‑superpower nations capable of exporting advanced stealth fighters and reflects Indonesia’s strategy to modernize its air force and diversify its defense partners Associated Press

How 'safe' is Afghanistan under the Taliban? The Taliban have urged Afghans who fled the country to return, asserting that Afghanistan is now safe, and offering a general amnesty. However, many Afghans, especially women and former officials, reject this claim, citing extreme repression, indigence, and insecurity. Critics note that key Taliban leaders like Interior Minister Sirajuddin Haqqani, who is wanted by the FBI, are responsible for carrying out past violence and now oversee security. Since banning poppy cultivation, a vital source of income, many Afghan farmers face economic ruin. Over half the population lives in poverty, with children severely impacted—nearly every second child needs emergency aid, and child marriages are rising. Women’s rights have also collapsed under Taliban rule, with education barred beyond primary school for girls. Activists continue to resist, but many have fled and now face deportation from countries like Pakistan and Iran. Despite Taliban reassurances, deported refugees fear persecution, as well as a bleak future without freedom or safety. Deutsche Welle

AFRICA

China to remove tariffs on nearly all goods from Africa as both criticise US trade moves. China has announced plans to eliminate tariffs on nearly all imports from Africa, expanding a duty-free policy to an additional 20 mostly middle-income countries and extending coverage to 53 nations in total—excluding only Eswatini, which maintains diplomatic ties with Taiwan. This move, formalized at a China-Africa forum in Changsha, was paired with criticism of U.S. tariff policies that impose steep duties on African exports—up to 50% on countries like Lesotho and South Africa—arguing that such unilateral measures harm global equity and economic rule. The policy shift reinforces China's position as Africa’s largest trading partner and offers an alternative to Western trade preferences, as Beijing seeks to strengthen diplomatic and commercial ties amid U.S.-Africa trade tensions. South China Morning Post

China-backed militia secures control of new rare earth mines in Myanmar. A Chinese-backed militia known as the United Wa State Army (UWSA) has taken control of newly developed rare earth mining sites in Myanmar’s Shan State, securing Beijing's access to critical heavy rare earths like dysprosium and terbium—essential for magnets in electric vehicles, wind turbines, and medical devices . Satellite imagery confirms active mining with leaching pools established since 2023, and roughly 100 workers operating under Chinese oversight, with materials being shipped across the border. This move enhances China’s strategic supply dominance amid global bottlenecks, as Western manufacturers—especially in Europe—are already feeling supply pressure and calling on the EU to respond. Reuters

Mali’s government adopts bill granting junta leader 5 more years in power. Mali’s Council of Ministers has approved a bill extending the rule of junta leader Gen. Assimi Goita by five years, starting in 2025, with the possibility of renewal. Goita, who came to power through coups in 2020 and 2021, previously dissolved political parties and has faced growing opposition. The bill, based on a military-organized national dialogue boycotted by political groups, awaits approval from the transitional legislature. Mali remains politically unstable, with delayed elections, ongoing jihadist violence, and no clear path back to civilian rule. Associated Press

CYBER, TECH & MARKETS

U.S.-China London talks result in a 6-month resumption of rare earth exports to American firms. China is setting a six-month limit on rare-earth export licenses for U.S. automakers and manufacturers. The temporary restoration of export licenses for the key minerals followed U.S.-Chinese negotiations in London that sought to reinforce an interim economic agreement defined last month in Geneva. In exchange, U.S. negotiators agreed to ease recent restrictions on exports to China of jet engines and related parts, as well as ethane, which is important in manufacturing plastics. Details of the framework reached in London are still being worked out. Sources indicated that under the new framework, China's temporary rare-earths licenses could begin immediately and will mostly involve elements used in manufacturing electric vehicles, wind turbines, consumer electronics and military equipment. Wall Street Journal

Nvidia CEO announces German-based AI industrial platform, other European initiatives. Nvidia CEO Jensen Huang announced on Wednesday plans to build its first AI cloud platform for industrial applications in Germany, combining AI with robotics. Carmakers like BMW and Mercedes-Benz will utilize the technology to simulate product design and manage logistics. Across Europe, Huang said Nvidia plans to expand technology centers in seven countries. The company will also open its compute marketplace for European companies and assist AI developers in advancing models in several languages. Huang said that in two years, Nvidia will "increase the amount of AI computing capacity in Europe by a factor of 10." He described plans for 20 AI factories that will create the infrastructure for developing and deploying AI models. He also referred to Europe's unique stake in AI, noting that "sovereign AI is an imperative - no company, industry or nation can outsource its intelligence." Reuters Bloomberg

Nvidia, Perplexity AI search startup partner in offering services to European developers. Nvidia and the AI search startup, Perplexity, will partner in a program to offer localized, sovereign AI models to European users. Nvidia will collaborate with European AI firms, including the French AI firm H Company, to develop open-source, sovereign AI models that will be hosted on Perplexity's platform. Using the DGX Cloud Lepton service that links developers with Nvidia cloud providers, the models will run on local AI infrastructure. Another option will be for businesses to access and fine-tune AI models through integration with Hugging Face, which runs a popular open-source model platform. Kari Briski, Nvidia’s vice president of generative AI software for enterprise, said that the company has contacted 13 AI model builders to discuss the possibility of training "on the languages that are unique to their culture, and then offer them in Perplexity.” An AI sector analyst noted that the advantage for Perplexity of an Nvidia partnership is that it raises the visibility of the AI search firm in its competition with better-known rivals, such as OpenAI. Wall Street Journal Reuters

Anduril CEO eyes potential partnerships with nascent Polish Drone Force. Anduril Industries is exploring opportunities to expand its presence in Poland as the Polish military modernizes its Drone Force. Anduril CEO Brian Schimpf highlighted the existence of "amazing" software and manufacturing resources in Poland during a news briefing in Warsaw. Schimpf added that the possibility of Anduril expansion in Poland stems from Warsaw's concerted effort to upgrade its military and gain new capabilities, along with the government’s decisiveness in initiating new programs. Poland this year established its Drone Force with plans to develop and deploy unmanned aerial vehicles as well as other unmanned systems of various sizes. Anduril products include the Altius multi-mission loitering munition, a range of Barracuda autonomous air vehicles, and Copperhead autonomous underwater vehicles. Defense News

CISA senior leadership departures continue with the retirement of executive director. Bridget Bean, the acting director of the Cybersecurity and Infrastructure Security Agency (CISA) who served as the agency’s executive director, is retiring. She has been succeeded as acting director by Madhu Gottumukkala. Bean noted in testimony before Congress in May that "the risks we face are complex, geographically dispersed and affect a diverse array of our stakeholders and, ultimately, the American people." Bean began work at CISA three years ago, serving as executive director and chief integration officer. A CISA spokesperson said Bean's "leadership has been instrumental in strengthening the Agency's operational effectiveness, implementing organizational efficiencies, and advancing key priorities aligned with President [Donald] Trump's initiatives.” Bean's final day at CISA has not been specified and a new executive director has not been announced. NextGov

DNI Gabbard urges the intelligence community to shift from home-grown to private sector tech tools. At a conference sponsored by Amazon Web Services, Tulsi Gabbard, the Director of National Intelligence, said she favors the federal government shifting away from in-house development of tech solutions and transitioning to using the private sector for espionage and intelligence analysis technologies. Gabbard said that she aims to focus the intelligence community on purchasing commercial solutions wherever possible to allow the workforce to focus on their strengths and "exclusive responsibilities." Gabbard pointed to the current use of AI-enabled technologies for intelligence analysis, noting that “10,000 hours of media content, for example, that normally would take eight people 48 hours to comb through now takes one person one hour." Gabbard also has advocated for the use of more unclassified spaces at Liberty Crossing, where the Office of the Director of National Intelligence is headquartered, which she said will facilitate easier discussions with industry counterparts. NextGov

Asia-focused law enforcement operation reports malware seizures, cybercriminal arrests. Over 20,000 malicious IP addresses and domains with links to cybercriminals have been dismantled in a global law enforcement crackdown on information-stealing malware. In addition, 32 suspects have been arrested. An Interpol statement on Wednesday said that 18 suspects were arrested in Vietnam for alleged involvement in illegal cyber activities. Law enforcement officials also seized computers, SIM cards, cash, and corporate documents in raids. Police agencies across 26 countries, primarily in Asia, seized 41 servers and over 100 GB of stolen data linked to infostealer malware. A cybersecurity firm involved in the crackdown said malware variants such as Lumma, Risepro, and Meta were targeted in the operation. Hong Kong police also identified 117 command-and-control servers hosted by 89 internet service providers that reportedly were used to coordinate criminal campaigns, including phishing attacks and social media scams. The Record


OpenAI CEO says AI systems on verge of offering ‘novel insights’ about the world. OpenAI CEO Sam Altman has posted an essay outlining how AI technology is expected to transform humanity over the next 15 years. In a blog post titled "The Gentle Singularity," Altman said that 2026 will “likely see the arrival of [AI] systems that can figure out novel insights.” Although lacking details about what "novel insights" might entail, OpenAI leaders have recently stated that the company is developing AI models that will generate unique ideas about the world. Altman pointed to the 2030s and beyond as an era when "the rate of new wonders being achieved will be immense." "Maybe we will go from solving high-energy physics one year," he wrote, "to beginning space colonization the next year; or from a major materials science breakthrough one year to true high-bandwidth brain-computer interfaces the next year." He cited the need to "solve the safety issues, technically and societally.’’ He proposed that the path forward involved solving "the alignment problem, meaning that we can robustly guarantee that we get AI systems to learn and act towards what we collectively really want over the long-term." This step, Altman argues, would be followed by making "superintelligence cheap, widely available, and not too concentrated with any person, company, or country." TechCrunch Sam Altman blog

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