
Šumski požari u Francuskoj i Španiji oterali stotine hiljada ljudi iz domova
Wildfires force mass evacuations in France and Spain, Madrid declares emergency
Stanje · Izdanje 3
The Middle East dominated the day's news in both directions at once. Israel's political-security cabinet approved the entry of the Board of Peace's International Stabilization Force into parts of Gaza outside Israeli military control, an initial contingent reported at around 200 personnel from countries including Morocco and Uganda, with Israel keeping a veto over participants; the decision landed a day before Prime Minister Netanyahu left for Washington, where he meets President Trump on Tuesday and where, Bloomberg reports, he intends to press for continued vigilance over Iran's nuclear programme.
Against that, Iran's military warned it would widen the war if Washington resumed strikes, President Pezeshkian called US attacks on civilian infrastructure war crimes, and Iran's supreme leader tied any agreement with Washington to an end to Israeli attacks on Lebanon. Iranian Foreign Minister Abbas Araghchi said a Ukrainian strike on a ship in the Caspian Sea killed a sailor and 'cannot go unanswered'. The Houthi maritime embargo on Saudi shipping has left Saudi Arabia loading no crude for export through Bab al-Mandeb from its west coast, according to Kpler data cited by The National, with Asian cargoes rerouted through Suez at weeks of added time and cost; rebel claims of hits on Aramco sites at Jizan and Yanbu remain unconfirmed by the Saudi government or the company.
Crude has swung accordingly, slumping roughly 5% after the US-Iran strike pause and spiking back toward $100 a barrel as escalation fears returned. In Ukraine, Volodymyr Zelensky became the first foreign leader received by new UK Prime Minister Andy Burnham, who took office on 20 July and will hand Kyiv the intellectual property behind the 'Stone Cloak' jammer, before his own Washington meeting on Tuesday; Russian ballistic missiles killed people in Kyiv, Kharkiv and Zaporizhzhia, Handelsblatt reported Odessa's ports effectively paralysed, and Zelensky said Russia has asked North Korea for a further 30,000 troops, a figure that comes from him alone.
Elsewhere the war spilled outward: Romania downed a third Russian drone and summoned Moscow's ambassador, drone attacks halted Kazakh oil exports, and in Berlin police shot dead the 21-year-old suspect in a van attack on the Christopher Street Day crowd that killed one person and injured at least 16, with federal prosecutors treating it as Islamist terrorism.
The economic and technological picture was shaped by China and by artificial intelligence. DRAM maker ChangXin Memory Technologies closed up 466% on its Shanghai debut after raising 66.5 billion yuan, Asia's largest fundraising this year, valuing it at 3.28 trillion yuan and briefly, per Nikkei Asia, lifting it above Intel; Moonshot AI published the weights of Kimi K3, a 2.8-trillion-parameter model that company-run benchmarks place ahead of the strongest closed models from Anthropic and OpenAI, and which Washington accuses Moonshot of building off Anthropic's technology, a charge Beijing calls groundless.
The Wall Street Journal reports Nvidia in talks to guarantee up to $250 billion in OpenAI data-centre financing, unconfirmed by either company, even as Bloomberg describes investors in revolt over the scale of AI capital spending. The US Federal Reserve opens its second meeting under Chair Kevin Warsh on Tuesday with markets split between a fifth hold at 3.50%–3.75% and a hike, given 3.5% inflation and oil back above $100, while Washington's new Section 301 duties of 10% to 12.5% now cover 99.4% of US imports and face court challenge; Switzerland rejects the forced-labour accusations behind its levy.
Disasters and disease ran alongside: more than 300,000 people have been driven from their homes by wildfires around Bordeaux and south-west of Madrid, in what officials call France's largest evacuation since the Second World War and what FAZ calls Spain's largest fire in recent history; Typhoon Noul forced over 340,000 evacuations in southern China; the African Development Bank put the cost of an approaching 'super' El Niño at $10 billion to $20 billion; and Congo's Ebola outbreak, caused by the Bundibugyo strain for which no approved vaccine exists, has reached 3,200 confirmed cases and at least 1,405 deaths, roughly 1,000 cases added in ten days.
In India, Modi accepted Education Minister Dharmendra Pradhan's resignation on 25 July, ending a month of youth protests over a leaked medical entrance exam in what outlets describe as his government's first major climbdown since 2014.
Against that, Iran's military warned it would widen the war if Washington resumed strikes, President Pezeshkian called US attacks on civilian infrastructure war crimes, and Iran's supreme leader tied any agreement with Washington to an end to Israeli attacks on Lebanon. Iranian Foreign Minister Abbas Araghchi said a Ukrainian strike on a ship in the Caspian Sea killed a sailor and 'cannot go unanswered'. The Houthi maritime embargo on Saudi shipping has left Saudi Arabia loading no crude for export through Bab al-Mandeb from its west coast, according to Kpler data cited by The National, with Asian cargoes rerouted through Suez at weeks of added time and cost; rebel claims of hits on Aramco sites at Jizan and Yanbu remain unconfirmed by the Saudi government or the company.
Crude has swung accordingly, slumping roughly 5% after the US-Iran strike pause and spiking back toward $100 a barrel as escalation fears returned. In Ukraine, Volodymyr Zelensky became the first foreign leader received by new UK Prime Minister Andy Burnham, who took office on 20 July and will hand Kyiv the intellectual property behind the 'Stone Cloak' jammer, before his own Washington meeting on Tuesday; Russian ballistic missiles killed people in Kyiv, Kharkiv and Zaporizhzhia, Handelsblatt reported Odessa's ports effectively paralysed, and Zelensky said Russia has asked North Korea for a further 30,000 troops, a figure that comes from him alone.
Elsewhere the war spilled outward: Romania downed a third Russian drone and summoned Moscow's ambassador, drone attacks halted Kazakh oil exports, and in Berlin police shot dead the 21-year-old suspect in a van attack on the Christopher Street Day crowd that killed one person and injured at least 16, with federal prosecutors treating it as Islamist terrorism.
The economic and technological picture was shaped by China and by artificial intelligence. DRAM maker ChangXin Memory Technologies closed up 466% on its Shanghai debut after raising 66.5 billion yuan, Asia's largest fundraising this year, valuing it at 3.28 trillion yuan and briefly, per Nikkei Asia, lifting it above Intel; Moonshot AI published the weights of Kimi K3, a 2.8-trillion-parameter model that company-run benchmarks place ahead of the strongest closed models from Anthropic and OpenAI, and which Washington accuses Moonshot of building off Anthropic's technology, a charge Beijing calls groundless.
The Wall Street Journal reports Nvidia in talks to guarantee up to $250 billion in OpenAI data-centre financing, unconfirmed by either company, even as Bloomberg describes investors in revolt over the scale of AI capital spending. The US Federal Reserve opens its second meeting under Chair Kevin Warsh on Tuesday with markets split between a fifth hold at 3.50%–3.75% and a hike, given 3.5% inflation and oil back above $100, while Washington's new Section 301 duties of 10% to 12.5% now cover 99.4% of US imports and face court challenge; Switzerland rejects the forced-labour accusations behind its levy.
Disasters and disease ran alongside: more than 300,000 people have been driven from their homes by wildfires around Bordeaux and south-west of Madrid, in what officials call France's largest evacuation since the Second World War and what FAZ calls Spain's largest fire in recent history; Typhoon Noul forced over 340,000 evacuations in southern China; the African Development Bank put the cost of an approaching 'super' El Niño at $10 billion to $20 billion; and Congo's Ebola outbreak, caused by the Bundibugyo strain for which no approved vaccine exists, has reached 3,200 confirmed cases and at least 1,405 deaths, roughly 1,000 cases added in ten days.
In India, Modi accepted Education Minister Dharmendra Pradhan's resignation on 25 July, ending a month of youth protests over a leaked medical entrance exam in what outlets describe as his government's first major climbdown since 2014.
Oil tops $100 as Iran war and Hormuz/Red Sea disruption reroute crudeTrump weighs major Iran escalation as intelligence sees new supreme leader open to the bombTrump to host Netanyahu and Zelensky at the White HouseRussian missiles kill 15 in Kyiv drone fair strike and Sloviansk bombing

Ukrajinski predsednik Volodimir Zelenski posetio je u ponedeljak britansku pomorsku bazu kao prvi strani lider kojeg je primio novi britanski premijer Endi Burnham, koji je stupio na dužnost 20. jula. London je najavio da će Kijevu predati intelektualnu svojinu koja stoji iza elektronskog ometača "Stone Cloak" kako bi Ukrajina mogla da ga proizvodi u velikim količinama. Poseta prethodi susretu Zelenskog sa američkim predsednikom Donaldom Trampom u Vašingtonu u utorak, dok je Kremlj poručio da je još prerano komentarisati navodne američko-ukrajinske razgovore o vazdušnom primirju.

Premijer Narendra Modi prihvatio je 25. jula ostavku ministra prosvete Dharmendre Pradhana, ispunivši centralni zahtev mesec dana dugog pokreta mladih koji se formirao nakon curenja podataka sa nacionalnog prijemnog ispita za medicinske fakultete. Pokret, koji je sebe nazvao Cockroach Janta Party, najavio je kraj kampanje pošto je vlada popustila. Evropski i američki mediji ovaj ustupak opisuju kao prvo veliko povlačenje Modijeve vlade otkako je došla na vlast 2014. godine.
Wangchuk ends 26-day hunger strike as India's Gen Z protests grow

Nakon što su Huti proglasili pomorski embargo na saudijsku plovidbu i pogodili dva tankera u Crvenom moru, Saudijska Arabija nije utovarila nijednu sirovu naftu za izvoz kroz moreuz Bab el-Mandeb sa svoje zapadne obale, prema podacima Kplera koje prenosi The National. Pošiljke za azijske kupce umesto toga idu kroz Suecki kanal, rutu koja dodaje nedelje vremena i troškove. Pobunjenici takođe tvrde da su pogodili Aramkova postrojenja u Džizanu i Janbuu, tvrdnju koju nisu potvrdili ni saudijska vlada ni Aramko.
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US, Japan and Philippines hold South China Sea drills as PLA hits back
Ukratko

Sirova nafta je u roku od nekoliko dana kretala u oba smjera, pavši za otprilike 5% nakon što su Washington i Teheran obustavili napade, a zatim ponovo skočila prema 100 dolara za barel kada su se vratili strahovi od eskalacije. Zlato je poraslo jer je pauza smanjila rizik od inflacije, azijske dionice i valute su ojačale zahvaljujući slabijim podacima o inflaciji u SAD-u, a tržišta obveznica su ponovo procijenila ratni rizik. Finansijski mediji izvještavaju da je pauza smirila tržišta, ali nije uklonila temeljni rizik za ponudu u Zaljevu i Crvenom moru.
Oil tops $100 as Iran war and Hormuz/Red Sea disruption reroute crude

Nove carine Washingtona po Odjeljku 301, u rasponu od 10% do 12,5%, uvedene su na oko 60 zemalja zbog navodno slabe primjene zabrana prinudnog rada, sada su na snazi i, prema Kancelariji trgovinskog predstavnika SAD-a, obuhvataju 99,4% američkog uvoza. Švicarska je odbacila optužbe za prinudni rad kojima se opravdava njena carina, dok Sjedinjene Države vrše pritisak na Meksiko da kopira njihov carinski zid na čelik usmjeren protiv Kine. Mjere se osporavaju pred američkim sudovima, mjesecima nakon što je Vrhovni sud poništio raniji krug carina.
Trump's new global tariff regime takes effect and draws lawsuits

Američki Federalni rezervi sistem u utorak počinje svoj drugi sastanak o politici pod predsednikom Kevinom Voršom, sa odlukom očekivanom u sredu u 14 časova po vašingtonskom vremenu. Većina investitora očekuje da stope ostanu na 3,50–3,75 odsto peti sastanak zaredom, ali inflacija od 3,5 odsto i nafta ponovo iznad 100 dolara za barel vratili su povećanje stope u raspravu. Trgovci obveznicama se pozicioniraju za mogućnost povećanja čak i dok Bela kuća i dalje traži smanjenje.
US 10-year yield hits second-term high as war and tariffs strain the economy

Vodeći klimatski stručnjak Afričke razvojne banke procenio je da bi nadolazeći 'super' El Niño mogao izazvati štetu od 10 do 20 milijardi dolara u afričkim privredama i pokrenuti masovne migracije iz najteže pogođenih područja. Teško pogođene zemlje bi u proseku izgubile od jedan do dva odsto BDP-a, uz to i rizike po bezbednost hrane i vode, državne finansije i bankarski sektor. Ovo je prva ovakva procena koju je objavila neka velika multilateralna razvojna banka u vezi sa El Ninom.
'Super' El Niño threatens $10-20bn hit and mass migration in Africa
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Ukratko

Wall Street Journal izvještava da proizvođač čipova Nvidia pregovara sa OpenAI-jem o garantovanju finansiranja do 250 milijardi dolara za projekat podatkovnih centara. Bloomberg i Reuters su prenijeli tu vijest bez nezavisne potvrde, a nijedna od kompanija se nije javno oglasila u dostupnom materijalu. Odvojeno, Journal izvještava da će Nvidia uložiti milijardu dolara u projekat vještačke inteligencije koji vodi južnokorejska internet grupacija Naver.
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Chinese scientist probed after girl dies following gene-editing trial
Researchers say an OpenAI system escaped controls and hacked a company