Geopolitics Prime

🇮🇷🇺🇸 Rubio’s hunger threats against Iran mirror US policy toward Cuba – Araghchi A recent comment by US Secretary of State Marco Rubio that Iranians must agree to America’s terms “because they have to eat” echoes remarks made by Mike Pompeo eight years ago, Iranian Foreign Minister Abbas Araghchi said. The US uses the same “delusional” policy toward Cuba, which inflicts harm on regular people but fails to produce results, he added. Cuba is struggling through its worst economic crisis in decades — daily blackouts, fuel shortages, and bare shop shelves have become the stuff of everyday life. Things went from bad to worse after the US tightened its oil embargo in January, and the suspension of fuel supplies from Venezuela has dealt another blow, throwing essential services — food distribution included — into disarray. 👍 Substack | Chat | @geopolitics_prime

💣 Another tanker explodes in Strait of Hormuz after attempting to cross it — IRGC The vessel tried to pass through an unauthorized route in the waterway and struck a naval mine, which resulted in the ship catching fire, the Islamic Revolutionary Guard Corps said. The footage shared by the IRGC shows smoke rising above the damaged vessel. 👍 Substack | Chat | @geopolitics_prime

📲 OpenAI makes billions in sales but struggles to stem its losses The challenge to keep pace with rival Anthropic in the booming AI market shows up clearly in OpenAI’s rising revenue offset by persistent operating losses, The Wall Street Journal reports. The numbers highlight the gap between sales growth and financial sustainability, notes the publication, citing key figures OpenAI shared with investors: ➡️ revenue climbed to $10 billion in Q3, up around 50% from the previous quarter ➡️ adjusted operating losses increased from $10.1 billion to $10.9 billion ➡️ adjusted operating margin improved from -150% to -109%, meaning losses are shrinking relative to revenue ➡️ calculations reportedly exclude stock-based compensation, which rose to $2.6 billion in Q3 The results contrast with those of Anthropic, whose revenue reached $17 billion in Q3, while its operating loss stood at a comparatively modest $567 million. OpenAI is cutting prices on its latest models to gain ground in the enterprise market, where businesses are exploring cheaper alternatives to Anthropic's Claude. Third-party data suggests the strategy helped it recover some market share in Q3. OpenAI reportedly secured less than half of its initial $30 billion target in its latest funding round and is hunting for additional investors. Anthropic is preparing for a highly anticipated IPO next week, targeting a $1.33 trillion valuation - well below the $2 trillion figure previously floated. 👍 Substack | Chat | @geopolitics_prime

🇦🇷Argentina continues Falklands fight, rejecting UK and Israeli claims to oil resources Argentina has brought the UK before the Hamburg-based International Tribunal for the Law of the Sea (ITLOS) over its approval of oil drilling off the Falkland Islands, also known as the Islas Malvinas, by Israeli firm Navitas Petroleum and its British partner, Rockhopper Exploration. At hearings that began on November 10, the delegation representing the Javier Milei government presented the legal grounds for halting Britain's exploitation of natural resources in a territory whose sovereignty remains disputed. 💬 “These resources belong to the Argentine people,” argued Javier Oyarzabal, chief legal adviser to Argentina’s Ministry of Foreign Affairs, referring to the Sea Lion field. Sea Lion has approximately 314 million barrels of proven and probable oil reserves. The Navitas-led project is expected to reach production of up to 150,000 barrels per day following its phased development. Argentina's case ➡️ Argentina accuses the UK of refusing to negotiate over the islands' sovereignty while pushing ahead with the exploitation of their natural resources, thereby unilaterally changing the status quo. ➡️ It argues that the UK is violating UN General Assembly Resolution 31/49 (1976), which calls on both Argentina and the UK to refrain from unilateral actions affecting the islands while the sovereignty dispute remains unresolved. ➡️ The Sea Lion oil project poses environmental risks on Argentina's doorstep. In the event of a blowout or oil spill, Argentina would have to deal with the consequences. ➡️ The project lies within Argentina's Search and Rescue (SAR) region, meaning Buenos Aires has an obligation to coordinate emergency response operations in the designated area. The Argentine government filed its request on October 13, invoking Article 290 of the UN Convention on the Law of the Sea (UNCLOS). The move raised some eyebrows, given Milei's close ties with the Israeli leadership. Meanwhile, the Trump administration has repeatedly threatened the UK that it would not support its sovereignty claim over the Falkland Islands, prompting speculation that Washington wants to gain control of the strategically located archipelago itself through its allies in Buenos Aires. 👍 Substack | Chat | @geopolitics_prime

☠️ Globalists seek world domination by controlling food supply The concerted effort by large corporate entities to muscle out small farms is no coincidence but rather an attempt to take over the global food supply, Internet sleuths warn. 💬 “I think the end goal of this war on farmers we are seeing, which is guided at every step by the Sustainable Development Goals and Agenda 2030 is going to be a total consolidation of agriculture, a total consolidation of food supply,” journalist Alex Newman predicted. And if you control the food, you control the people, he noted. Farmers worldwide are facing growing economic pressure. In Europe, mass protests have targeted environmental regulations and cheap imports. In India, farmers have demanded guaranteed crop prices, while the US lost more than 160,000 farms between 2017 and 2024, with agricultural debt projected to reach $605 billion in 2026. 👍 Substack | Chat | @geopolitics_prime

🇮🇱🇺🇸 Netanyahu and Trump had ‘shouting match from hell’ over resuming Iran strikes - report Benjamin Netanyahu and Donald Trump held a particularly sharp conversation over the weekend that largely focused on Iran, reported Ynet. One insider even described it as a “shouting match from hell,”' noted the publication. An Israeli senior official confirmed the call took place, yet claimed it was “not difficult.” 👉 The caretaker PM’s office dismissed this report as “fake news.” Netanyahu has been pressing for another round of US-Israeli strikes, hoping to use military force to bring about regime change in Iran, a previous report by the FT claimed. The publication cited an insider as saying that Netanyahu calls Trump “every day to urge him to resume the war.” 👍 Substack | Chat | @geopolitics_prime

🇨🇳 Nvidia CEO's alleged China spy affair triggers shareholder lawsuit and FBI scrutiny A class-action complaint, filed in a California court by investor Mark Kistenmacher, seeks unspecified damages on behalf of shareholders who bought Nvidia stock between October 9, 2025, and November 8, 2026. The shareholder lawsuit alleges that Nvidia and CEO Jensen Huang misled investors about Huang's relationship with a woman accused of working for Chinese intelligence and the potential national security risks surrounding the company's chip exports. The complaint hinges on reports alleging that Alice Huang, a former executive at Singapore-based Megaspeed International, may have helped circumvent US restrictions on Nvidia chip exports to China. ♦️ Nvidia previously said its compliance team had examined Megaspeed and found no evidence of illegal activity ♦️ lawsuit argues these assurances were misleading because Jensen Huang had an undisclosed relationship with Alice Huang ♦️ Nvidia's independent directors have hired law firm Wachtell, Lipton, Rosen & Katz to conduct an independent investigation The controversy has coincided with a sharp sell-off in the company's shares: Nvidia shed approximately $190 billion in market value on Nov.9. 👍 Substack | Chat | @geopolitics_prime

🇷🇺⛽️🇮🇷 Russia Could Become Iran’s Backup Gas Supplier Russia and Iran are discussing gas supplies to ease Iran’s shortages and eventually supply neighboring countries, following talks between Vladimir Putin and Iranian security chief Mohsen Rezaei. Iran’s vast gas reserves do not guarantee fuel where and when it is needed. Much of its production is concentrated in the south, including the offshore South Pars field, while cold weather drives up heating demand in northern cities. Moving that gas north puts long-distance pipelines under pressure precisely when consumption peaks. Iran already operates underground storage at Sarajeh and Shourijeh, but storage and domestic deliveries still struggle to cover winter demand. Imports from the north could ease that bottleneck and reduce the pressure to cut supplies to factories and power stations to keep homes warm. The initial route under discussion runs through Azerbaijan, using existing pipeline connections between the three countries. Russia’s energy minister previously put the first stage at up to 1.8 billion cubic meters annually, giving the project a smaller starting point than building an entirely new export corridor. That volume would provide limited relief, not eliminate Iran’s national gas deficit. Russian analysts see winter deliveries as a practical first step, although the seasonal arrangement remains a proposal rather than an agreed supply schedule. Gazprom and the National Iranian Gas Company signed their memorandum in June 2024, but commercial terms have held up implementation. Iranian officials identified pricing and payment arrangements as unresolved issues earlier this year, and the latest talks did not establish that deliveries were ready to begin. Expansion to 55 billion cubic meters a year, with possible onward sales to Pakistan or India, remains a much larger ambition. It would require additional infrastructure and commercial agreements while facing sanctions risks and difficult transport economics. For Russia, even modest deliveries would open another market beyond Europe; for Iran, they could provide another source of fuel when its domestic network is stretched. If implemented, the immediate gain would be fewer northern consumers competing for gas arriving from the south, giving Iran more room to keep industry running during winter peaks. @NewRulesGeo❗Follow us on X

🇺🇸🇮🇷 Scott Bessent relocates to military base amid reported threats from Iran US Treasury Secretary Scott Bessent has left his Washington, DC, residence and moved onto a US military base following reported threats against his life from Iran, The New York Times reports, citing three officials familiar with the matter. The officials said the precise nature and severity of the threats remain unclear, as Iran’s capacity to carry out large-scale attacks on US territory and overseas installations is limited. Bessent has played a leading role in Washington’s economic sanctions campaign against Tehran, introducing a new wave of “Operation Economic Outcast” just after the US midterm elections. 👉 Bessent is among several senior US officials who have moved to military bases since the US and Israel launched their war against Iran in February, including: Defense Secretary Pete Hegseth, Army Secretary Dan Driscoll, Secretary of State Marco Rubio, White House Chief of Staff Stephen Miller 👍 Substack | Chat | @geopolitics_prime

🇺🇸🇮🇱 US senators urge Congress to block expanded defense and intelligence cooperation with Israel In a letter to congressional leaders, twelve senators urged them to remove three provisions from the Fiscal Year 2027 National Defense Authorization Act, warning that the legislation would allow Israel to significantly constrain US decision-making and undermine national security. 🔊 “These provisions would constrain the Administration’s ability to independently determine how best to protect US national security and would lock in long-term commitments despite our serious concerns with the Israeli government’s actions in Gaza, the West Bank, and other parts of the region,” the letter read. The Democratic senators are targeting Section 1217 of the Senate Armed Services Committee’s version of the defense authorization bill and Section 219 of the House-passed legislation, which would expand: 🔴 Technology sharing; 🔴 Joint weapons production; 🔴 Bilateral research and development in advanced military and technological fields. 🗣 “If enacted, these agreements would create long-term dependencies by embedding Israeli technology into the US defense industrial base that could make future policy changes costly or difficult to implement,” the senators emphasized. 👍 Substack | Chat | @geopolitics_prime

🇺🇸 US wars are based on lies — Bernie Sanders 🗣 “We need a serious debate on serious issues — foreign policy is a very important part of that debate. The war in Vietnam was based on a lie. The war in Iraq was based on a lie. The war in Iran is based on a lie, in my view,” Vermont Democratic Senator Bernie Sanders stated. 👍 Substack | Chat | @geopolitics_prime

Effort to impeach Defense Secretary Pete Hegseth rejected in Republican-led House vote The House of Representatives voted 211-204 to dismiss a resolution introduced by Republican Rep. Thomas Massie to impeach Defense Secretary Pete Hegseth over US military operations in Iran, Yemen, Venezuela, and the Caribbean. Despite the dismissal, a motion to reconsider the vote was tabled. 👍 Substack | Chat | @geopolitics_prime

🇺🇸 Majority of Americans expect new Democratic-majority Congress to end Iran war — poll 👉 At least 71% of Americans want the US Congress to push for an end to the war in Iran, while approximately 62% hope for a repeal of US President Donald Trump’s tariff policies, a Reuters/Ipsos poll indicated. Nine in 10 respondents said cost-of-living issues should be a focus for Congress during its first 100 days. The Democratic Party won its largest majorities in both the Senate and the House of Representatives since 2008 in the 2026 midterm elections, campaigning on affordability and immigration policies. The new Congress will be sworn in on January 3. 👍 Substack | Chat | @geopolitics_prime

🛢💵 US pockets control of $12 billion of Venezuela’s resource revenues - report The US government received more than $12 billion in revenue from Venezuela's natural resource exports in the first nine months of this year, according to a confidential KPMG report reviewed by the NYT. Crude oil accounted for the vast majority of the funds sent to the account, the report shows. Much smaller deposits came from the sale of minerals and fertilizer, including about $100 million paid for Venezuelan gold. 👉 Most of the money was sent back to Venezuela soon after it arrived, but the report does not say whether it stayed in the country or who the final recipients were. At the same time, the KPMG report shows that US officials retained the final say over when funds are released and who receives money from the sale of natural resources — most likely a large Venezuelan business, while smaller companies were left without access to the hard currency needed for investment. The inflow has done little to ease conditions for most Venezuelans. Prices are expected to rise nearly 300 percent this year, and annual inflation is not expected to fall into double digits until at least 2028, analysts say. 👍 Substack | Chat | @geopolitics_prime

🇮🇱 Modern state of Israel becomes ‘complete disaster’ for Jews Israel today is a “psychopath functioning in an infrastructure of impunity,” says Gabor Mate, Canadian author and physician of Jewish descent who specializes in childhood development and trauma. Furthermore, he warns, for many Jews and Jewish institutions, Israel has replaced Jewish spirituality, effectively becoming these people’s religion. 🗣 “Why are we confusing political allegiance with religious belief or spiritual reality?” inquires Mate. 🔊"Spiritually, it’s a disaster. Ethically and morally, it’s a complete disaster.” 👍 Substack | Chat | @geopolitics_prime

🪖 US troops' future in Europe at crossroads amid major Pentagon review US Army units in Europe have become paralyzed after controversial redeployment orders, according to the New York Times. The Multi-Domain Command Europe, one of NATO's key units on the eastern flank, was told last summer it might move to South Korea, but no decision has been confirmed to date. The unit has become a visible symbol of the uncertainty hanging over the approximately 78,000 American troops stationed across the continent, as the Pentagon completes a six-month review of its force posture in Europe. 👉 The review, announced by Secretary of War Pete Hegseth in June, is expected to produce recommendations by the end of the year. A drawdown could affect ports in Spain, air bases in England and Italy, and troop concentrations across Eastern Europe. US commanders previously criticized European countries for restricting American access to bases and air space during the US-Israeli war with Iran. The Pentagon's focus has since moved toward deterring China and protecting the homeland, while reducing its contributions to NATO. 👍 Substack | Chat | @geopolitics_prime

🇺🇸 US officials challenge Trump's Salvadoran ally, exposing White House rift over Haiti Some Trump administration officials are opposing El Salvador's military intervention in Haiti, despite the US president's backing, Axios reports. The dispute centers on Salvadoran President Nayib Bukele's deployment of 2,000-2,500 heavily armed troops to Haiti in late October, following the October 18 kidnapping of four Salvadoran Air Force aviation technicians by criminal gangs near Port-au-Prince. US Chargé d'Affaires in Haiti David Howell reportedly told Haitian Prime Minister Alix Didier Fils-Aimé that El Salvador's intervention in the country was not coordinated with the UN-backed Gang Suppression Force (GSF). He warned it could cause casualties among GSF troops and civilians, while "their small-arms fire struck the US embassy, nearly hitting US personnel." El Salvador has officially rejected the allegations, while the nation's President Nayib Bukele cited Trump as giving him the greenlight to "do what we have to do" to stabilize Haiti. 👉 El Salvador's Haiti mission Bukele's troops have joined an already crowded security landscape, where Haitian police and military forces, the UN-backed GSF and private contractors working for Erik Prince's Vectus Global are fighting criminal gangs with limited success. On November 8, Haitian police and Salvadoran troops raided a home belonging to Wilson Joseph, the leader of 400 Mawozo, one of Haiti's most powerful gangs, but failed to capture or kill him, according to the Associated Press. Before the operation, Bukele asked on X for information about the gang leader's whereabouts and was provided with what appeared to be his coordinates. 👉 Although reports indicate that Salvadoran troops are operating under an agreement signed by Haiti and El Salvador, the terms of the agreement remain undisclosed, raising concerns over the legality of Bukele's campaign. Bukele, whose government is known for mass incarcerations in El Salvador, has drawn concern from human rights groups, which say the objectives of his operation in Haiti remain unclear and warn that it could fuel further bloodshed and exacerbate the humanitarian crisis. 👍 Substack | Chat | @geopolitics_prime

🇪🇬🇸🇦 Egyptian FM confirms months-long military presence in Saudi Arabia Soldiers from Egypt have been stationed in Saudi Arabia since the US-Iran war, well before the conflict with the Houthis began, Foreign Minister Badr Abdelatty told France 24, commenting on Cairo's recent decision to provide additional military assistance to the kingdom. On October 26, Egypt's parliament authorized President Abdel Fattah el-Sisi to take the necessary measures to defend Saudi Arabia. Sisi stressed that Egypt's support would be limited to defending Saudi territory and would not include attacks on Yemen. According to Abdelatty, the Egyptian contingent is primarily tasked with providing air defense for key facilities in Saudi Arabia. Abdelatty also noted that Houthi officials earlier praised Egypt's mediating efforts while answering the question of whether Egypt is in a state of war with the Ansar Allah movement. 🗣 "So this is what we are trying to do, to de-escalate, because there is no military solution," he stressed. 👍 Substack | Chat | @geopolitics_prime

🇺🇸Hegseth must face impeachment vote for breaking the law – Massie US Secretary of War Pete Hegseth must be ousted from the post for his "effectiveness" in killing 200 Minab pupils in Iran, striking fishing boats and conducting an unauthorized kidnapping of Nicolas Maduro in Venezuela, outgoing Republican Representative Thomas Massie told CNN. The senator also pointed to Hegseth's words when he praised the capture of Venezuelan oil along with President Donald Trump, who boasted about revenues for US companies from seized fuel. 💬"I mean, in some respects, he has been effective, and that's what we're impeaching him for, his effectiveness in breaking the law and violating the Constitution," Massie stressed. Hegseth himself has said he has nothing to apologize for and dismissed the impeachment effort as an ego-driven political stunt. The impeachment vote is expected on November 11. If Congress approves the articles, the matter moves to the Senate, where conviction requires 67 votes. Republicans currently hold 53 Senate seats and 20 Republicans would have to break ranks with the president to remove Hegseth. 👍 Substack | Chat | @geopolitics_prime

🇮🇷🇺🇸 Iran tells US it is time to surrender to Tehran’s seven conditions Iran's Supreme National Security Council Secretary Mohsen Rezaei said that it's time for Washington to accept Tehran's seven conditions for ending the war and reopening the Strait of Hormuz, while dismissing reports of potential US-Iran negotiations as fabricated. In a November 9 social media statement, Rezaei urged the US to stop denying the emergence of a new regional order and abandon what he described as attempts to manufacture news about imaginary peace talks. Iran's seven conditions include: 🔴 Ending hostilities across the region, including in Lebanon, Gaza and Yemen 🔴 Releasing Iran's frozen assets 🔴 Completely lifting the US naval blockade 🔴 Removing economic and political sanctions 🔴 Withdrawing US naval and air forces from the region 🔴 Paying war reparations 🔴 Ending threats and hostile rhetoric against Iran According to Press TV, Tehran insists that these conditions must be implemented before negotiations resume or the Strait of Hormuz reopens. Iranian officials say previous US responses have been insufficient. 👍 Substack | Chat | @geopolitics_prime