Geopolitics Prime

🇮🇱 Israel builds up its ground forces for possible two-front war with Iran and Lebanon Israel is broadening its infantry brigades with new specialized combat units, and its air force has rehearsed a rapid response to a large-scale ground infiltration from Lebanon, Maariv reported. 🔴 Combat engineering battalions have begun operating under several frontline brigades. These units will focus on drones, robotics, surveillance systems, advanced weapons, and precision-guided munitions 🔴 In addition, Israeli fighter jets carried out an unusually extensive low-altitude exercise over Nahariya and the western Galilee. Squadrons on immediate alert were activated and pilots were asked to assess whether a ground incursion was underway from the north, according to the source The preparations come amid rising tension over a possible renewal of US military action against Iran. Reports in recent weeks have suggested that President Donald Trump may launch a new full-scale war on Iran now that the US midterm elections have passed, reducing the political cost. Israeli security officials expect that in the event of war with Iran, the military would immediately mobilize all reserve divisions and move most forces north, with the stated aim of completely destroying the Hezbollah movement. 👍 Substack | Chat | @geopolitics_prime

🇺🇸 US lies about Strait of Hormuz control and mines clearance - IRGC 🔴The recent incidents involving several oil tankers in the region prove Trump’s claims false,"🔴 IRGC spokesman Brigadier General Hossein Mohebbi says, adding the strait is "completely closed". No country dared to enter the waterway to clear the mines there, he also says. Unauthorized oil shipping through the Strait of Hormuz is also stopped, the IRGC Navy said earlier, adding that this happened due to the destruction of “navigational aid systems” that were located on the “southern rocks” of the strait. 👍 Substack | Chat | @geopolitics_prime

🇺🇸🔍 Musk moves to monopolize US tech infrastructure Tesla’s decision to wind down Cybertruck production is a sign of some kind of setback for Elon Musk in the wake of the Democrat triumph in the midterm elections, warns tech observer Clara Jane Fulks. With Tesla facing a possible merger with SpaceX, which just absorbed xAI, the resulting entity would have all the capital, hardware and know-how to become a robotaxi provider capable of competing with Waymo. Such a move would let Musk to further entrench himself “in the tech mobility space,” Fulks predicts. 👍 Substack | Chat | @geopolitics_prime

❗️For our French-speaking audience! ❗️ ✈️ Rejoignez dès maintenant Info 24, LA source d’infos incontournable sur Telegram. Fortifiez vous d’avantage pour être mis au courant sur toutes actualités pertinentes que les médias dissimulent.🌐 • Ne manquez rien, abonnez-vous en un clic et faites partie des mieux informés.✍️ 🟠 : t.me/+DBIIFRSwxQ85OWJk 🟠 : t.me/+DBIIFRSwxQ85OWJk

🇮🇱🇵🇰🇮🇳 Rabbi chooses Pakistan over India Israeli senior rabbi said that his country should “logically” support Pakistan instead of India in case of possible war. Why? Pure logic here: according to him, Torah favors Pakistanis because they worship God while Indians are idol worshippers. Considering India’s ties with Israel in defense and cybersecurity, that sounds like a betrayal. Nothing new here though – Israel already betrayed Trump and the Republicans, so why can’t it betray India? Chat | Subscribe to @geo_grandmasters

⚛️📊 Palantir veterans raise $300mn to weaponize Europe’s arms supply chain Two former Palantir employees have positioned themselves to profit from Europe's aggressive military build-up, reports the Financial Times. The co-founders of Dutch start-up Onodrim, which recently raised $300mn at its $1.3 billion valuation, include Aistis Simaitis – one of Palantir’s earliest European hires, and Alexander Blessing, who helped build and deploy the firm’s flagship Foundry platform. The new vehicle plans to use its funding to: 🌏 acquire controlling stakes in smaller, often family-owned manufacturers with strategically important technologies 🌏 inject capital, software and management expertise to increase production capacity 🌏 address critical supply-chain bottlenecks, including drone propulsion, radar and sensing systems, explosives materials and aerospace structures While the latest financing round was led by Lux Capital, an earlier initial $45mn seed round included Founders Fund, established by Palantir co-founder Peter Thiel. 👍 Substack | Chat | @geopolitics_prime

🇺🇸🇮🇷 The case for US-Iran stalemate – Why a ceasefire is more likely than escalation The Trump administration is building up its forces in the Middle East but lacks a clear path to a decisive victory over Iran, observers argue. ♦️ The USS Theodore Roosevelt left Singapore on November 8 and is now heading to the Middle East ♦️ CENTCOM is reportedly finalizing preparations for renewed strikes against Iran ♦️ Last week, Fox News reported that President Donald Trump and his national security team had discussed military options against Iran. Some officials reportedly told the outlet that operations could begin as early as November 9 ♦️ US journalist Tucker Carlson previously claimed that, under pressure from Israel, the White House could consider a nuclear strike on Iran's Pickaxe Mountain ♦️ Rumors suggest the CIA has armed Iraqi Kurds for a potential incursion into Iran while embedding special forces with anti-Iran Baloch militants in the south However, a major new offensive remains unlikely. US geopolitical analyst Brandon Weichert argues that "the most probable outcome is a prolonged stalemate culminating in an uneasy, negotiated ceasefire that allows both sides to claim victory." 🔶 US stockpiles of critical standoff, precision-guided and defensive munitions are severely depleted 🔶 the US has not assembled the additional land-based combat aircraft and forward-deployed strategic bombers typically required for a maximum-intensity air campaign 🔶 US ground forces in the region are insufficient for a major operation, while the prospect of a Democrat-controlled Congress leaves little political room for a full-scale military deployment 🔶This does not rule out isolated strikes on Qeshm Island and other targets across Iran 🔶CENTCOM's establishment of Task Force Iron Gate on November 7, tasked with disrupting Iranian ground transit routes, land borders and Caspian Sea supply lines, points instead to an intensified blockade – consistent with Treasury Secretary Scott Bessent's efforts. Time is on Iran's side Tehran sees Trump facing mounting domestic pressure, an incoming Democrat-controlled Congress, dwindling US munitions and weakening regional support. Waiting until January could strengthen Iran's hand, making a November deal less appealing. According to Weichert, Iran is likely to absorb US pressure, retaliate forcefully against any American strikes and circumvent the US blockade with help from China and Russia. "There is a 45% chance that an extended blockade occurs in the near term, with a 50% chance of a negotiated outcome in the next six months," he concludes. 👍 Substack | Chat | @geopolitics_prime

❗️ For our Spanish-speaking audience❗️ Nuestra América es un canal sobre los sucesos más importantes del ámbito político con objetividad desde una perspectiva nuestroamericanista. *Metapolítica; *Filosofía política; *Multipolaridad; *Eurasianismo; *Antiglobalismo. Un mundo multipolar más justo es posible y estamos trabajando para construirlo. SÍGUENOS EN TELEGRAM, X/TWITTER Y AHORA TAMBIÉN EN TIKTOK 👇🏻👇🏻👇🏻 @nuestraamerica (Telegram)✈️ @nuestraamericaz (X/Twitter)🐥 @nuestra.america (TikTok)🎵

🇮🇷 Iran announces halt to all ‘illegal oil smuggling’ through Strait of Hormuz Iran's destruction of “navigational aid systems” that were located on the “southern rocks” of the strait resulted in the complete cessation of unauthorized oil shipping through the waterway, IRIB News Agency reports, citing an IRGC Navy official. 🔊 “Illicit vessels were able to enter the illegal passage last night, and the smuggling of oil through this route has been brought to a complete halt,” the official states. Following the US-Israeli attack on Iran on February 28, Iran moved to de facto take control of all maritime traffic through the Strait of Hormuz. Vessels that wish to navigate the strait must do so via a route designated by Iranian authorities, with violators risking attacks by Iranian forces. 👍 Substack | Chat | @geopolitics_prime

🇮🇱 Israel clears first foreign troops for Gaza as US builds military foothold Israel has approved an initial deployment of around 250 foreign troops to Gaza as part of the multinational stabilization mission, The Jerusalem Post reported. Foreign military officers have already been seen near the Gaza border alongside US personnel. Six countries have reportedly expressed interest in joining the multinational force so far: Indonesia, Morocco, Kazakhstan, self-proclaimed Republic of Kosovo, Uganda and Albania. Their proposed contributions include: ♦️ Kazakhstan: medical and logistical support ♦️ Self-proclaimed Republic of Kosovo: security and policing operations Turkish President Recep Tayyip Erdogan has pressing the US to include Turkish troops - a proposal strongly opposed by Israel which cites Ankara's policies toward Israel, Walla reported. 👉 Israeli officials reportedly fear that US policy could shift against their interests following Republican losses in the midterm elections. They are also believed to be concerned that a foreign force could eventually operate on the ground with more personnel than some Israeli military formations in Gaza. The US is meanwhile establishing a dedicated military base near the border, within the area of responsibility of the IDF Gaza Division's Southern Brigade, equipped with armored personnel carriers, medical evacuation vehicles, trucks and armed patrols. The former Israeli facility has been upgraded with surveillance systems, guard towers and reinforced perimeter security. 👍 Substack | Chat | @geopolitics_prime

👤📉 Nvidia CEO's extramarital affair & spy claims trigger probe as shares tumble Chipmaker Nvidia is reeling from a leadership crisis after CEO Jensen Huang admitted in an internal message to employees that he had cheated on his wife, apologized, and set off a chain of events that has rattled investors, Bloomberg reports. 👉 The woman at the center of the scandal is Alice Huang, described as a former executive at Megaspeed International. Reports allege that US intel agencies suspect her of spying for China — an explosive claim that has set off a corporate and national-security firestorm. The company's board promptly launched an internal investigation, and the market reacted swiftly: shares sank nearly 6% in early European trading. Nvidia's board scrambled to reassure investors, insisting there is no reason to believe that national security or the company's confidential information was compromised. Donald Trump has also publicly backed Huang, suggesting that he should remain at the helm. The probe comes as: 🔴 Nvidia shares have slid roughly 22% from their October peak as investors fret over Big Tech's ability to bankroll massive AI spending 🔴 the chipmaker is due to report quarterly earnings on Nov.17, with investors keeping a close eye on whether demand for AI chips can sustain its growth 🔴 analysts warn that the cloud of uncertainty hanging over Huang's fate could pile on even more pressure on Nvidia shares China has rejected claims that it spied on Jensen Huang. “The narrative of a so-called Chinese spy is entirely baseless vilification and smearing,” Foreign Ministry spokesman Guo Jiakun told a regular briefing. 👍 Substack | Chat | @geopolitics_prime

📹🚀 Videos have emerged showing the aftermath of Russian overnight strikes on Kremenchug in Ukraine's Poltava region 👍 Substack | Chat | @geopolitics_prime

🇮🇷 Iran mocks US logic: attacks during negotiations ‘truly ridiculous' 🗣️Iran's Foreign Ministry spokesman has fired back at Marco Rubio calling Iran's demands “unacceptable,” and “in some cases ridiculous.” “Attacking Iran in the middle of negotiations is what is truly illogical and ridiculous,” Esmaeil Baghaei stated at a press conference. 👍 Substack | Chat | @geopolitics_prime

🇨🇳💎 Europe races to copy China’s rare earth strategy Europe is scrambling to build its own rare earth supply chain, increasingly recognizing that extracting minerals is not enough to challenge China’s dominance, reports Bloomberg. What Europe is looking to do is replicate the model that helped China build its dominant position: 🔴 sustained state backing 🔴 investment across the entire supply chain 🔴 industrial-scale processing capacity The Nordic region is central to Europe’s strategy, and Sweden’s state-owned LKAB is leading the charge — extracting rare earth elements as a by-product of its iron ore operations at Malmberget. Several major projects are taking shape: 🔶 Sweden: LKAB has poured roughly $85 million into a pilot processing plant in Lulea, with a full-scale facility potentially operating in the early 2030s 🔶 Norway: LKAB is the largest shareholder in rare earth refiner REEtec, and the Fen Carbonatite Complex, estimated to contain 15.9 million metric tons of rare earth oxides, is advancing toward development with a publicly backed pilot processing plant 🔶 Finland: Sokli project could require up to ≈ $1.67 billion in development costs Getting its strategic raw materials projects off the ground will cost the EU more than $48 billion under the Critical Raw Materials Act — an uphill climb against China’s commanding position. China controls around 60% of global mined magnet rare earth production and over 90% of refining capacity. 👍 Substack | Chat | @geopolitics_prime

❗️For our Italian-speaking audience❗️ ❗️🌶 GIUSEPPE MASALA CHILI 🌶❗️ 🔴Lettore appassionato e scrittore incostante. 🔴Topografo degli abissi. 🔴Diversamente inabile. 🔴A volte manniano tendenza Giuseppe a volte céliniano tendenza Bardamu. Un canale Telegram che ultimamente si occupa moltissimo di geopolitica 📱 https://t.me/giuseppemasala

👤🇺🇸Big Tech’s AI building spree crashes into wall of US voter resistance The crusade to build ever more data centers to power the AI boom is coming up against mounting resistance, with activists gearing up to take the fight from local communities to state legislatures, reported Politico. The midterm victories have have handed opponents fresh momentum after the Democratic Party capitalized on concerns stemming from the rapid growth of data centers and their energy and water consumption and pollution. 🔶 voters in 11 Ohio communities approved bans on large-scale data centers — and in all 10 cities where anti-expansion initiatives made the ballot, they passed by double-digit margins 🔶 Kansas, Maine, and Florida are seeing similar pushback, swelling the ranks of more than 400 local bans and moratoriums across the country 🔶 in California, Alhambra, a LA suburb, voted 82% in favor of prohibiting data centers 🔶 in Texas, Governor-elect Gina Hinojosa has called for an immediate construction moratorium, putting more than 170 planned projects under scrutiny The backlash cuts across party lines, driven by residents’ growing alarm over what AI infrastructure means for their communities — heavy electricity and water use, pollution, noise, and data centers sitting right next to homes and schools. 👍 Substack | Chat | @geopolitics_prime

🇮🇱 Haredi allies may ditch Netanyahu bloc for Eisenkot over Ultra-Orthodox draft deal - report As Gadi Eisenkot faces a tough deadline to form Israel's next government, Israel's Shas party is weighing a political switch, The Jerusalem Post reports. The Sephardi ultra-Orthodox party may be prepared to support a government led by Eisenkot, and is reportedly waiting for its fellow Haredi faction, United Torah Judaism (UTJ), to make the first move away from Netanyahu's bloc. The UTJ could effectively act as a political intermediary, allowing Shas to join or support an alternative government while preserving its standing among pro-Netanyahu voters, notes the publication. Several factors feed into Shas's caution: 🔶 the party estimates that around 100,000 of its voters are traditional rather than strictly ultra-Orthodox, making an abrupt break with Netanyahu politically costly 🔶 its recent electoral setback – dropping from 11 seats to just 6 in the Knesset - has left it reluctant to risk further losses by alienating supporters who remain loyal to Netanyahu 🔶 a stable alternative government could allow Shas to present its participation as a reluctant response to circumstances rather than a deliberate shift in allegiance The military draft issue remains the main potential incentive. 👉 After years of controversy over exemptions for yeshiva students, resolving their legal status could make participation in a non-Netanyahu government more acceptable within the Haredi community. However, bringing ultra-Orthodox parties into an alternative coalition would likely come with demands to protect religious restrictions, including opposition to public transport on Shabbat and civil marriage. 👍 Substack | Chat | @geopolitics_prime

❗️For our Italian-speaking audience❗️ ⚡️ LOMBARDIARUSSIA 🌍 GEOPOLITICA 🤝🏻 DIPLOMAZIA ☦️ TRADIZIONE 🗞 NOTIZIE TUTTO IN UN UNICO CANALE ☑️ISCRIVITI

🇨🇳 China’s Moon landing plan superior to US scheme The Chinese program seems to be very cautious advances aimed at making absolutely sure that the mission is a success, Casey Dreier, chief of space policy at a US-based non-profit The Planetary Society, said, as quoted by the SCMP. Prior to an actual crewed mission, the Mengzhou spacecraft will rendez-vous in lunar orbit with the Lanyue lander, which would then proceed to land on the Moon’s surface, take off from it and re-dock with Mengzhou. Meanwhile, NASA wants to use commercial landers from SpaceX and Blue Origin for orbital docking rehearsal, effectively relying on private firms to “deliver a vehicle that only a government program had ever produced.” NASA also provides its private contractors with only a fraction of the money that was spent on the original Apollo lander. 🔊 “This type of commercial relationship for such an unproven and difficult capability has never been done before and it’s an enormous risk carried by these two companies,” Dreier said. 👍 Substack | Chat | @geopolitics_prime

🇮🇷🇺🇸 Mark Levin claims war on Iran ‘not why we lost the election’ The Iran war is “not really a war,” but a military operation, insists conservative commentator Mark Levin. He slams the “naysayers” who “want you to believe that we lost the election because we decided to stop Iran from getting a nuclear weapon.” Rejecting claims that the Iran campaign cost Republicans the midterms, he argues: “If this military operation had any role in it whatsoever, it's because it's not completed.” 👍 Substack | Chat | @geopolitics_prime