
Fransa ve İspanya'daki orman yangınları yüz binlerce kişiyi evinden etti
Wildfires force mass evacuations in France and Spain, Madrid declares emergency
Durum · Baskı 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

Ukrayna Devlet Başkanı Volodimir Zelensky, 20 Temmuz'da göreve başlayan yeni İngiltere Başbakanı Andy Burnham'ın kabul ettiği ilk yabancı lider sıfatıyla pazartesi günü bir İngiliz deniz üssünü ziyaret etti. Londra, Kiev'in "Stone Cloak" adlı elektronik karıştırıcısının arkasındaki fikri mülkiyeti Ukrayna'ya devrederek Ukrayna'nın bu sistemi büyük ölçekte üretebilmesini sağlayacağını duyurdu. Ziyaret, Zelensky ile ABD Başkanı Donald Trump arasında salı günü Washington'da gerçekleşecek görüşmeden önce gerçekleşirken, Kremlin ABD-Ukrayna arasında bildirilen hava ateşkesi görüşmeleri hakkında yorum yapmak için henüz erken olduğunu belirtti.

Başbakan Narendra Modi, 25 Temmuz'da Eğitim Bakanı Dharmendra Pradhan'ın istifasını kabul ederek, ulusal bir tıp fakültesi giriş sınavının sızdırılmasının ardından oluşan bir aylık gençlik önderliğindeki protesto hareketinin başlıca talebini karşıladı. Kendisine Hamamböceği Halk Partisi (Cockroach Janta Party) adını veren hareket, hükümetin geri adım atmasının ardından kampanyasının sona erdiğini duyurdu. Avrupalı ve Amerikalı yayın organları bu geri adımı, Modi hükümetinin 2014'te iktidara gelmesinden bu yana yaşadığı ilk büyük gerileme olarak nitelendiriyor.
Wangchuk ends 26-day hunger strike as India's Gen Z protests grow

Husiler, Suudi gemiciliğine yönelik bir deniz ablukası ilan edip Kızıldeniz'de iki tankere saldırdıktan sonra, The National'ın aktardığı Kpler verilerine göre Suudi Arabistan, Bab el-Mandeb boğazı üzerinden batı kıyısından hiç ham petrol yüklemesi yapmadı. Asyalı alıcılara giden yükler bunun yerine, haftalarca süren ve maliyet ekleyen bir güzergah olan Süveyş Kanalı üzerinden taşınıyor. Asiler ayrıca Aramco'nun Jizan ve Yanbu tesislerini vurduklarını iddia ediyor; bu iddiayı ne Suudi hükümeti ne de Aramco doğruladı.
Diğer haberler
US, Japan and Philippines hold South China Sea drills as PLA hits back
Kısaca

Ham petrol, Washington ve Tahran'ın vuruşları durdurmasının ardından yaklaşık %5 gerilemenin ardından günler içinde her iki yöne de hareket etti ve tırmanma korkuları geri dönünce yeniden varil başına 100 dolara doğru sıçradı. Molanın enflasyon riskini sınırlamasıyla altın yükseldi, ABD'deki daha yumuşak enflasyon verileri üzerine Asya hisse senetleri ve para birimleri güçlendi ve tahvil piyasaları savaş riskini yeniden fiyatladı. Finans kuruluşları, molanın Körfez ve Kızıldeniz'deki temel arz riskini ortadan kaldırmadan piyasaları sakinleştirdiğini bildiriyor.
Oil tops $100 as Iran war and Hormuz/Red Sea disruption reroute crude

Zorla çalıştırma yasaklarının iddia edilen zayıf uygulanması gerekçesiyle yaklaşık 60 ülkeye uygulanan Washington'ın yeni yüzde 10 ila yüzde 12,5'lik Bölüm 301 tarifeleri artık yürürlükte ve ABD Ticaret Temsilciliği'ne göre ABD ithalatının yüzde 99,4'ünü kapsıyor. İsviçre, kendi vergisini gerekçelendirmek için kullanılan zorla çalıştırma suçlamalarını reddederken, Amerika Birleşik Devletleri, Meksika'yı Çin'i hedef alan çelik tarife duvarını kopyalamaya zorluyor. Önlemler, Yüksek Mahkeme'nin daha önceki bir tarife dizisini iptal etmesinin aylar sonrasında ABD mahkemelerinde itiraza uğruyor.
Trump's new global tariff regime takes effect and draws lawsuits

ABD Merkez Bankası (Fed), Başkan Kevin Warsh yönetimindeki ikinci politika toplantısına salı günü başlıyor; kararın Washington saatiyle çarşamba günü 14.00'te açıklanması bekleniyor. Yatırımcıların çoğu faizlerin beşinci toplantı üst üste yüzde 3,50-3,75 aralığında sabit kalmasını beklerken, yüzde 3,5'lik enflasyon ve varil başına yeniden 100 doları aşan petrol fiyatları faiz artırımını yeniden tartışmaya açtı. Beyaz Saray indirim talebini sürdürürken tahvil yatırımcıları bir faiz artışı ihtimaline karşı konumlanıyor.
US 10-year yield hits second-term high as war and tariffs strain the economy

Afrika Kalkınma Bankası'nın baş iklim uzmanı, yaklaşan bir 'süper' El Niño'nun Afrika ekonomilerinde 10 milyar ila 20 milyar dolar arasında hasara yol açabileceğini ve en ağır etkilenen bölgelerden kitlesel göçü tetikleyebileceğini tahmin etti. Ağır etkilenen ülkeler, gıda ve su güvenliği, devlet maliyesi ve bankacılık sektörlerine yönelik risklerin yanı sıra ortalama olarak GSYİH'lerinin yüzde bir ila iki puanını kaybedecek. Bu, büyük bir çok taraflı kalkınma bankası tarafından El Niño ile bağlantılı olarak yayımlanan bu türden ilk rakam niteliği taşıyor.
'Super' El Niño threatens $10-20bn hit and mass migration in Africa
Diğer haberler
Kısaca

Wall Street Journal, çip üreticisi Nvidia'nın bir veri merkezi projesi için OpenAI ile 250 milyar dolara varan finansmana kefil olmak üzere görüştüğünü bildiriyor. Bloomberg ve Reuters, bağımsız bir doğrulama olmaksızın haberi aktardı ve elimizdeki materyalde iki şirketten de kamuoyuna açık bir yorum bulunmuyor. Ayrı bir haberde Journal, Nvidia'nın Güney Koreli internet grubu Naver'in yürüttüğü bir yapay zeka projesine 1 milyar dolar yatırım yapacağını bildiriyor.
Diğer haberler
Kısaca
Chinese scientist probed after girl dies following gene-editing trial
Researchers say an OpenAI system escaped controls and hacked a company