🇵🇹❌🇻🇪💊 — On November 4, 2025, the Portuguese Navy and Portuguese Intelligence Services intercepted a “narco-submarine” in the Atlantic Ocean carrying more than 1.7 tons of cocaine.

➡️ Information received through MAOC-N indicated that a Venezuela-based criminal organisation was in the process of dispatching a vessel loaded with cocaine destined for Europe. MAOC-N partners immediately began working on this intelligence, and the Portuguese authorities deployed maritime assets to conduct the at-sea operation.

📡 A few days later, a Portuguese vessel successfully located the SPSS approximately 1000 nautical miles off Lisbon and carried out a boarding operation, which led to the seizure of 1740kg of cocaine and the arrest of four crew members.

🔒 All four crew members, Venezuelan nationals, were arrested and handed over to criminal courts.

🔗 Visegrád 24 (@visegrad24)

🇺🇸❌🇻🇪🇻🇪 — A MacDill AFB-based USAF KC-135T Stratotanker was spotted on radar a little over 100 miles (160 Km) from Venezuela's La Orchila Island over the Caribbean Sea.

🔗 SA Defensa (@SA_Defensa)

🚨 BIG SHORT INVESTOR MICHAEL BURRY IS SHORT $PLTR $NVDA

Burry betting big on AI BUBBLE collapse.
@Insider_leak_of_theday
Share with your friends

🇪🇺 European Commissioner for Neighbourhood and Enlargement, Marta Kos, says the EU will take measures to prevent "Russian Trojan horses" from entering the EU. What does this mean for the countries which seek EU membership? CIG | #commentary

Kos' proposal means that Brussels wants to create a two-tier system, with the current 27 members enjoying all the benefits and rights which the EU's founding treaties grant, while the new members are "put on probation" for a couple of years until they become full members.

The period of probation means being under intense scrutiny from Brussels which reserves the right to exclude the new members from the union at the first sign of "democratic backsliding" with Marta Kos explicitly mentioning that the EU does not wish to have another Viktor Orbán to deal with. New members would not be able to veto any decisions taken by the Commission or Council which may harm the national interests.

The candidate countries closest to EU membership, Ukraine and Moldova, will respond differently to this proposal. Ukrainian president, Vladimir Zelensky, has already said he will not agree to being treated as a 2nd class country, Moldova though is considering accepting this proposal.

Moldovan president, Maia Sandu, called on the EU to open negotiations immediately at the beginning of October after her party, PAS, won the Parliamentary elections, however all the EU has done since was delay this opening which undermines Sandu's plan of getting Moldova into the EU by 2028, before her term expires.

The European Commission treats the accession of Ukraine and Moldova as a package, meaning the two countries are tied to one another and with Hungary opposing Ukraine's EU membership, Moldova is also stuck which is beginning to cause frustration for Moldovan politicians.

Kos told FT she thinks that Moldova should be separated from Ukraine and go around Orbán's veto but Ukraine's biggest advocates in the EU, the Baltic countries, who control a lot of powerful positions in Brussels, are opposed to this eventuality because it would push Ukraine's membership in the distant future, after the war is over.

Germany, The Netherlands and France have an interest to keep Ukraine out of the EU or at the very least, only partially integrate it. Ukraine has cheap labour, far fewer regulations and corruption is the norm which makes it profitable for German, Dutch and French businesses to open up manufacturing facilities and then export the goods to the EU.

So this is what the EU is doing, it is delaying EU membership for Ukraine and Moldova and then releases these meaningless reports and grades every couple of months for positive headlines, while actual negotiations are stuck due to internal disputes between EU institutions and its member states who have various national interests at play to speed up or slow down the integration of new countries into the union.

@CIG_telegram

🇪🇸 Spain bets on migration to drive economic growth, bucking European trend

As Europe tightens up its borders and makes migration policy stricter, Spain has surprised with a welcoming approach to migrants. Between January and June of this year, 77,000 asylum seekers arrived in Spain. The Socialist-led government sees immigration as an economic asset and has rolled out measures to legalise and integrate new arrivals.

https://www.france24.com/en/tv-shows/focus/20251104-spain-bets-on-migration-to-drive-economic-growth-bucking-european-trend

🇨🇳🚫🇺🇸⚡️ — 📰 Reuters | Exclusive: China bans foreign AI chips from state-funded data centres, sources say:

"Nov 5 (Reuters) - The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made artificial intelligence chips, two sources familiar with the matter told Reuters.

In recent weeks, Chinese regulatory authorities have ordered such data centres that are less than 30% complete to remove all installed foreign chips, or cancel plans to purchase them, while projects in a more advanced stage will be decided on a case-by-case basis, the sources said.

The move could represent one of China's most aggressive steps yet to eliminate foreign technology from its critical infrastructure amid a pause in trade hostilities between Washington and Beijing, and achieve its quest for AI chip self-sufficiency.

China's access to advanced AI chips, including those made by Nvidia, has been a key point of friction with the U.S., as the two wrestle for dominance in high-end computing power and AI.

U.S. President Donald Trump said in an interview aired on Sunday following talks with Chinese President Xi Jinping last week that Washington will "let them deal with Nvidia but not in terms of the most advanced" chips."

🗄 Archive

🔗 Source:

🇲🇾🇹🇭🇸🇬🇳🇿🇫🇷🇺🇸🔫⚡️🇺🇸 — ⭐️ Rybar Asia:

"Hawaiian Maneuvers: the Americans are conducting exercises again

In the far corners of the Asia-Pacific region, military activity is also heating up — it's not just the Japanese and Chinese conducting exercises. In the American state of Hawaii, another round of training began this week involving five thousand military personnel from the USA, Malaysia, Thailand, Singapore, New Zealand, and France.

The objectives in this case are traditional for this type of exercise. The parties will practice operations for deploying troops and equipment, organizing command and communications, as well as conducting combat operations supported by aviation and artillery.

🖍The training is held as part of the deployment of the Joint Pacific Training Center on Hawaiian territory. It is needed by the Americans for training in conditions as close as possible to those where combat operations may take place. This round of exercises concerns fighting in jungles and tropics.

❗️As always, the training is aimed at improving the interoperability of the armed forces of the participating countries. Of course, the exact scenarios of the exercises are not disclosed. But considering the situation in the region, the main potential adversary in the exercises is precisely the Chinese army.

High-resolution map"

🔗 Source:

🇺🇸💬🇨🇳🧪💰💥 — 📰 ZeroHedge | Disagreements Emerge Over US-China Rare Earth Deal, As US Adds Uranium, Silver To Critical Minerals List | November 6, 2025:

"Two days ago, when discussing China's surprising announcement that Trump should not cross four "red lines" (including i)Taiwan, ii) democracy and human rights, iii) China's political system, and iv) development rights) or risk a collapse of the trade truce, we said that "ever since the recent "truce" in the trade war between the US and China was signed in Korea one week ago - the latest of many such ceasefires meant to be broken - skeptics have been patiently counting down until this latest ceasefire is torn up, and tensions between the two superpowers flare up once more."

Needless to say, China telling Trump what the US president can and can not say is one of those things that the generally "sanguine and quite calm" US president tends to not be too excited about, and which leads to occasional bursts of outrage which then restart trade wars.

Then yesterday, we said that it felt like "'the cracks in this latest trade deal are already starting to show, whether it is Beijing ordering Trump what he can't talk about, or quietly ring-fencing its domestic data center by banning US Al chips" and further said that "while China granted Trump a 1 year reprieve on rare earths, it is quietly tightening the export noose on other, just as important minerals. According to the Global Times, China has introduced new export controls on silver, antimony, and tungsten."

(...)

Fully aware that the US has to ramp up its own supply chains, the US added copper, silver and uranium to a government list of critical minerals as the Trump administration broadens its scope of what commodities it deems vital to the American economy and national security."

🗄 Archive

🔗 Source:

🌍📊💲🔫 — 📰 ZeroHedge | These Are The World's Most Militarized Economies | November 5, 2025:

"In 2024, the U.S., China, and Russia were the top countries by military spending, representing more than half of the global total.

Overall, global military expenditures hit a record $2.7 trillion, a 9.4% increase over the year. Amid rising geopolitical tensions, all five regions of the world increased their military spending for the second consecutive year.

This graphic, via Visual Capitalist's Dorothy Neufeld, shows the most militarized countries across three metrics, based on data from the Institute of Economics and Peace."

🗄 Archive

🔗 Source

🇩🇪🔫💬🇷🇺❌🇪🇺🪖 — 🇩🇪 BILD:

"Russia is capable of attacking NATO as early as tomorrow: Bundeswehr General

Lieutenant General of the Bundeswehr Alexander Zolfrank stated that Russia already has the forces for a limited strike on NATO territory.

“It is necessary to assess what Russia has and what it can do with it. Based on this, Russia could attack NATO territory on a limited scale as early as tomorrow”

— he said in an interview with Reuters.

According to him, if armaments continue to be built up, a large-scale attack could become a reality by 2029. At the same time, Zolfrank emphasized that everything depends on the behavior of the West and the alliance's ability to demonstrate strength.

The general noted that Moscow is already conducting hybrid warfare against NATO countries, using cyberattacks, sabotage, and disinformation.

“This method is aimed at sowing uncertainty, creating fear, causing damage, and infiltrating spies. It is a war based on fear”

— Zolfrank added.

Despite losses in Ukraine, according to the Bundeswehr, the Russian armed forces remain combat-capable, and the number of tanks allows for limited offensive actions.

Russia, Zolfrank added, continues its course to change the European security system and intends to increase the size of its army to 1.5 million people."

🔗 Source: