Iran rejects US claim to Hormuz as ship attacks mount600 drones head for Moscow as Russia strikes Kyiv and Kryvyi RihDeath toll passes 50 after magnitude 7.7 quake off FloresIsraeli strikes kill 11 in south Lebanon, deadliest since June truceColombia asks Trump to suspend tariffs as quake toll climbsRhine hits record low at Kaub as Hungary sinks barges to cool reactorUS readies unprecedented economic measures against IranUS boat strikes pass 200 dead as Ecuadorean fishermen describe attacksBond traders struggle to price $70bn of credit backstops behind AI buildoutAlibaba says its open AI models passed three billion downloadsDeath toll rises to 68 after Lake Kariba ferry sinkingTaliban mark five years in power as UN warns of rights crisisEU aircraft join fight against Belgium's record wildfireUS presses Netanyahu over settlers as Qusra homes are occupiedMokha port halts operations as Houthi missiles hit MaribSeoul proposes talks to end the Korean war as North rejects drillsChina-led perovskite solar plant outperforms silicon in three-month field testOpenAI revenue run rate passes $40bn as revenue chief departsHamas leader in Cairo as Kushner trip nearsWHO says Congo's Ebola outbreak is outpacing the responseTurkish parliament passes amnesty law for PKK membersMorocco detains scores near Ceuta as feared mass crossing fails to materialiseChina publishes ecology reports to bolster South China Sea claimsMyanmar says more than 300,000 Rohingya verified for repatriationPetrobras detects signs of oil off the mouth of the AmazonChina condemns Japanese politicians' moves at Yasukuni ShrineUS inflation cools as wages again lag behind pricesModi offers free exam coaching after youth protests in IndiaOil from grounded Russian tanker reaches Oman's coastPanama Canal cuts draught again as Mexico pitches rival corridorUkraine's idle ports cost $1.75bn as farm exports fallFormer Chinese premier Zhu Rongji diesAt least 20 killed in communal clashes in central NigeriaIran accuses Qatar of holding three of its pilotsXi calls for shift to prevention as floods batter ChinaVenezuela frees 131 more political prisonersMore Syrians in Germany lose refugee protectionAudit finds gaps in Taiwan's counter-drone defencesIndia drafts rules to open nuclear power to private firmsHichilema takes early lead as Zambian count resumesParis prosecutors open investigation into tax portal hackReport details leverage behind Situational Awareness lossesArgentina has lost 30,633 companies under MileiAt least five dead in Indiana floodingIran detains two French diplomats over alleged infiltrationCanadian petition to expel US ambassador passes 170,000 signaturesIndia raises $50bn from its diaspora and ends swap facility earlyOpaque start-ups build erotic AI industry from Cyprus and MaltaBritain's biggest EV battery plant shelves expansion as Jaguar Land Rover talks stallThird drone debris find in a day on Turkish coastsForecasters put 95 percent odds on a very strong El NiñoSecondhand booksellers suspect AI firms behind bulk ordersEtna alert lowered as Catania airport reopensFuneral held for Indigenous girl whose death sparked outback riotsIran rejects US claim to Hormuz as ship attacks mount600 drones head for Moscow as Russia strikes Kyiv and Kryvyi RihDeath toll passes 50 after magnitude 7.7 quake off FloresIsraeli strikes kill 11 in south Lebanon, deadliest since June truceColombia asks Trump to suspend tariffs as quake toll climbsRhine hits record low at Kaub as Hungary sinks barges to cool reactorUS readies unprecedented economic measures against IranUS boat strikes pass 200 dead as Ecuadorean fishermen describe attacksBond traders struggle to price $70bn of credit backstops behind AI buildoutAlibaba says its open AI models passed three billion downloadsDeath toll rises to 68 after Lake Kariba ferry sinkingTaliban mark five years in power as UN warns of rights crisisEU aircraft join fight against Belgium's record wildfireUS presses Netanyahu over settlers as Qusra homes are occupiedMokha port halts operations as Houthi missiles hit MaribSeoul proposes talks to end the Korean war as North rejects drillsChina-led perovskite solar plant outperforms silicon in three-month field testOpenAI revenue run rate passes $40bn as revenue chief departsHamas leader in Cairo as Kushner trip nearsWHO says Congo's Ebola outbreak is outpacing the responseTurkish parliament passes amnesty law for PKK membersMorocco detains scores near Ceuta as feared mass crossing fails to materialiseChina publishes ecology reports to bolster South China Sea claimsMyanmar says more than 300,000 Rohingya verified for repatriationPetrobras detects signs of oil off the mouth of the AmazonChina condemns Japanese politicians' moves at Yasukuni ShrineUS inflation cools as wages again lag behind pricesModi offers free exam coaching after youth protests in IndiaOil from grounded Russian tanker reaches Oman's coastPanama Canal cuts draught again as Mexico pitches rival corridorUkraine's idle ports cost $1.75bn as farm exports fallFormer Chinese premier Zhu Rongji diesAt least 20 killed in communal clashes in central NigeriaIran accuses Qatar of holding three of its pilotsXi calls for shift to prevention as floods batter ChinaVenezuela frees 131 more political prisonersMore Syrians in Germany lose refugee protectionAudit finds gaps in Taiwan's counter-drone defencesIndia drafts rules to open nuclear power to private firmsHichilema takes early lead as Zambian count resumesParis prosecutors open investigation into tax portal hackReport details leverage behind Situational Awareness lossesArgentina has lost 30,633 companies under MileiAt least five dead in Indiana floodingIran detains two French diplomats over alleged infiltrationCanadian petition to expel US ambassador passes 170,000 signaturesIndia raises $50bn from its diaspora and ends swap facility earlyOpaque start-ups build erotic AI industry from Cyprus and MaltaBritain's biggest EV battery plant shelves expansion as Jaguar Land Rover talks stallThird drone debris find in a day on Turkish coastsForecasters put 95 percent odds on a very strong El NiñoSecondhand booksellers suspect AI firms behind bulk ordersEtna alert lowered as Catania airport reopensFuneral held for Indigenous girl whose death sparked outback riots
Bota

The Situation · Edition 2

Sunday, 26 July 2026

The war between the United States and Iran reached its 148th day with the first quiet night since 13 July, as US Central Command reported no new airstrikes and Tehran appeared to hold fire; the pause rests on nothing agreed, with the New York Times reporting that nearly all 14 points of the ceasefire framework have been violated. American intelligence has meanwhile concluded that Mojtaba Khamenei, who became supreme leader after his father was killed in the opening strikes, is far more inclined than his predecessor to pursue a nuclear weapon, though US officials say they have seen no evidence of resumed enrichment since the fighting began — an assessment that lands as Washington's approval of a Saudi enrichment programme, announced alongside a $15bn finance pact, revives arms-race warnings across the region.

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The conflict's second front widened when the Houthis said they had fired missiles and drones at Aramco sites in Jizan and Yanbu in retaliation for coalition strikes on Hodeidah; Saudi air defences intercepted two ballistic missiles and Riyadh has confirmed no damage. In Ukraine, Moscow-installed officials in occupied Zaporizhzhia said a nighttime attack on a holiday camp area at Kyrylivka killed at least eight to eleven people including children, while Kyiv came under missile fire and drone strikes hit Sumy, a weekend after Russian attacks killed 15.

Further out, Taiwan is accelerating plans to secure fuel and other essential imports as Chinese government ships practise manoeuvres that could cut the island off by sea, Sudan's Joint Forces claimed the unconfirmed recapture of a strategic city in North Kordofan, Israeli forces detained at least 70 Palestinians in West Bank raids and launched a large-scale operation against one village, and around 500 people are feared dead in shipwrecks of boats fleeing Myanmar. Congo's Ebola outbreak, caused by a strain with no licensed vaccine, has reached 2,973 confirmed cases and 1,309 deaths across 48 health zones.

The shocks converging on the world economy are compounding rather than cancelling out: Brent crude closed above $100 for the first time since late May with Hormuz blocked and the Red Sea disrupted, in the same week the United States began enforcing duties of 10% to 12.5% on more than 60 economies, its third tariff regime in under a year. Tanker crossings at Hormuz have fallen to a two-month low and firms are responding by rebuilding where goods are made and stored rather than merely rerouting them. Ontario is pressing Ottawa to retaliate with oil, electricity and potash, while the average weighted US tariff on Chinese goods has held roughly steady despite White House threats, and Trump has threatened fresh measures against the EU over its antitrust fine on Google.

In Europe, nearly 300,000 people in Spain and France have been ordered to evacuate or shelter as fires advance on Madrid and Bordeaux, with two blazes in Madrid and Ávila alone burning some 25,000 hectares and France deploying a converted A400M as a firefighting aircraft for the first time. Britain's new prime minister Andy Burnham, in office since 20 July, opened with a restored £2 bus fare cap and a VAT cut on household electricity that critics call unfunded; India's education minister resigned after student protests over a leaked medical entrance exam, the first time street pressure has forced out a minister under Narendra Modi.

Around artificial intelligence, the FAZ reports that OpenAI reached sensitive data of German insurer Universa's policyholders through a briefly exposed server, while Anthropic and OpenAI have split from much of the US technology industry over whether Chinese open-weight models should circulate freely. A car drove into Berlin's pride parade on Saturday, killing one person and injuring 17 with no motive announced, and in Damascus the UN secretary-general appealed for international support for Syria's reconstruction.

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Global · 23

Europe · 7

Middle East · 8

Africa · 2

Asia · 4

South America · 2

North America · 4