🚨🇷🇺🇮🇷 The new Russia-Iran treaty is IN FORCE. The world just SHIFTED.

This legally binding pact cements an anti-Western axis able to break sanctions, control energy flows, and redraw trade maps.

Energy: The Heart of the Partnership

🔸Rosatom to build four nuclear plants in Iran ($25B) + $40B MoUs with Gazprom to develop gas fields.

🔸A massive gas transfer deal makes Iran a REGIONAL HUB for Russian gas.

🔸Russia to export 110 bcm annually to Iran—the same as both Nord Stream pipelines combined.

Iran Exported MGT-70 Gas Turbines to Russia

🔸Iran will supply 40 turbines for Russian thermal plants, 6–10 per year until 2030.

🔸Produced indigenously using Siemens licenses obtained pre-sanctions, bypassing restrictions.

🔸These turbines power new LNG facilities for Novatek and Rosneft.

Diplomatic Shield

🔸At the UN, Russia and China pushed to extend sanctions relief for Iran.

🔸After rejection, Moscow declared sanctions “illegal” and vowed non-recognition.

🔸Proof the partnership includes top-level diplomatic defense.

The International North South Transport Corridor (INSTC)

🔸A network linking Russia to India via Iran, 40% shorter and 30% cheaper than Suez.

🔸Could form a Russia-Iran-India triangle, open Europe-to-Indian Ocean routes, and weaken Western sanctions’ bite.

Military & Security

🔸Russia leveraged Iranian drone tech (Geran series).

🔸In return, Iran to receive advanced Russian systems—S-400s and Su-35s.

The Bottom Line
This alliance seeks to offer the Global South sovereign alternatives: INSTC vs Suez, a natural gas bloc reshaping markets, and a parallel financial system for commodities.

It marks a bold push for liberation from Western dominance in the geopolitical arena.

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🇺🇸🇵🇸 — President Trump has called on Hamas to accept his Israel-Gaza peace deal by this Sunday at 6 PM Eastern Time, or "all HELL, like no one has ever seen before, will break out against Hamas".

🇺🇸💥🇻🇪🇻🇪 — U.S. Secretary of War Pete Hegseth announced that, by order of President Donald Trump, he directed a lethal strike against a vessel linked to designated terrorist organizations off the coast of Venezuela.

➡️ Four narco-terrorists were killed, no U.S. casualties were reported, and the vessel was carrying large quantities of narcotics bound for the United States. Hegseth warned that these strikes will continue “until the attacks against the American people cease.”

🚢📉 Container shipping costs are plunging again:

The spot rate for a 40-foot container from Shanghai to Rotterdam fell to $1,735 last week, the lowest since mid-December 2023.

This marks the 8th consecutive weekly decline in rates to Europe.

Shipping costs from Shanghai to Los Angeles dropped to $2,311, also the lowest since December 2023.

Weaker global demand, price wars, and excess shipping capacity have driven the decline.

Meanwhile, US import volumes are expected to continue declining toward year-end, with January 2026 projected to be -19% lower YoY.

Global trade disruptions are in full swing.

🔗 The Kobeissi Letter

🇺🇸🌎 POTUS notifies Congress: U.S. engaged in "non-international armed conflict" with drug cartels, designates as "unlawful combatants" (NYT)

New SOUTHCOM map and update:

- U.S. Special Operations mothership MV Ocean Trader confirmed in theater, spotted off St. Croix
- USS Truxton chopped into U.S. 4th Fleet. Four destroyers remain on station in the Caribbean (Stockdale transited the Panama Canal, and Sampson returned to San Diego)
- "U.S. military officials are drawing up options to target drug traffickers inside Venezuela... Strikes could happen in the next several weeks... But the president has not approved anything yet." (NBC)
- At least 3 U.S. strikes targeting and destroying boats affiliated with Venezuelan cartels to date. 17 reported KIA.

🔗 Ian Ellis

🇷🇺🚀🇺🇦 Financial Times: Russian missile upgrade outpaces Ukraine’s Patriot defences

Kyiv’s interception rates fall as enemy strikes dodge US interceptors in final seconds

Months of devastating Russian air attacks suggest Moscow has succeeded in altering its missiles to evade Ukraine’s air defences, according to Ukrainian and western officials.

Bombardments that targeted Ukrainian drone makers this summer were a prominent example of Russia improving its ballistic missiles to better defeat US Patriot batteries, current and former Ukrainian and western officials told the Financial Times.

Russia was likely to have modified its Iskander-M mobile system, which launches missiles with an estimated range of up to 500km, as well as Kinzhal air-launched ballistic missiles, which can fly up to 480km, they added.

The missiles now follow a typical trajectory before diverting and plunging into a steep terminal dive or executing manoeuvres that “confuse and avoid” Patriot interceptors.

It is a “game-changer for Russia”, said one former Ukrainian official. With Kyiv also contending with slower deliveries of air defence interceptors from the US, the missile campaign has destroyed key military facilities and critical infrastructure ahead of winter.

Ukraine’s ballistic missile interception rate improved over the summer, reaching 37 per cent in August, but it plummeted to 6 per cent in September, despite fewer launches, according to public Ukrainian air force data compiled by the London-based Centre for Information Resilience and analysed by the Financial Times.

At least four drone-making plants in and around Kyiv were badly damaged by missiles this summer, said current and former Ukrainian officials. This included a strike on August 28 on a facility producing Turkish Bayraktar drones, according to public posts by local officials.

🔗 https://archive.ph/ocQ34

🇷🇺🇺🇦 Over the past two months, Russian forces have made consistent progress towards the town of Pokrovske in Dnipropetrovsk Oblast, largely matching my prediction in this analysis from 1 month ago.

They have advanced around 21 km from Vilne Pole to Verbove, putting them just 13.4 km from the crucial logistical hub of Pokrovske.

As I said last month, the goal of this offensive is likely to eventually bypass the stronghold city of Hulyaipole (Zaporizhzhia Oblast), taking it into a pocket.

🔗 AMK Mapping