One year after Operation Sindoor, India and Pakistan have a ceasefire but no peace process — and the next trigger is already in place. Today's briefing also covers North Korea's $13B Russia axis, NATO's troop-reversal confusion, Gaza's stalled Phase Two, and a potentially historic US-Taiwan call.
Audio is available on Spreaker — see link below.
One year after two nuclear-armed states fought a short, sharp war, there's still no confirmed backchannel between New Delhi and Islamabad. That's the signal that matters most right now.
Water-sharing agreements remain suspended. Both governments are deploying escalatory rhetoric rather than diplomatic language.
Elsewhere, a picture is sharpening about just how much North Korea has extracted from its military partnership with Russia. The estimate now stands at thirteen billion dollars over three years, earned through weapons supplies, troop deployments, and logistical support to Russian forces in Ukraine.
NATO allies are navigating a different kind of uncertainty. Within weeks, the United States announced a withdrawal of five thousand troops from Europe and then announced a deployment of five thousand troops to Poland.
The Gaza ceasefire isn't holding in any meaningful operational sense. Violations are documented near-daily.
One more development worth watching closely. Trump has signalled he'll speak directly with Taiwan's President Lai Ching-te about a multi-billion-dollar arms package.
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