Fdd's overnight brief

February 25, 2025

FDD Research & Analysis

In The News

Israel

As a cease-fire that halted a 15-month-long war nears its end on Saturday, Israel and the U.S. are trying to push Hamas to extend the first phase of the truce, delaying a discussion of the hardest parts of a pact that would see a complete end to the war. – Wall Street Journal

For months, leaders of Hamas have defended the militant group’s decision to launch the Oct. 7, 2023, attack on Israel, even though it ignited a devastating Israeli offensive that has killed tens of thousands of Palestinians in Gaza and reduced the territory to rubble. – New York Times

Israeli bulldozers have demolished large areas of the now virtually empty Jenin refugee camp and appear to be carving wide roadways through its once-crowded warren of alleyways, echoing tactics already employed in Gaza as troops prepare for a long-term stay. – Reuters

Israeli Foreign Minister Gideon Saar said on Monday he does not want his country’s relationship with Europe to be “held hostage” by views on the conflict with Palestinians, as Israel resumed a dialogue with the European Union strained by the war in Gaza. – Reuters

Germany’s likely next chancellor Friedrich Merz said on Monday he had invited Israeli Prime Minister Benjamin Netanyahu to visit and would find a way for him to do so without being arrested under a warrant by the International Criminal Court. – Reuters

The Israeli army said on Tuesday an earlier report of suspected aerial targets in the Golan Heights area was the result of false identification. – Reuters

Israel on Monday denied entry to two European Union lawmakers, accusing one of promoting boycotts of the country. – Associated Press

Brigade 474 of Division 210 has carried out dozens of short attacks deeper into Syria beyond the Israeli buffer zone within southern Syria, the IDF said on Monday. – Jerusalem Post

The Hamas terror group was reportedly considering a deal Monday to transfer the bodies of two slain hostages to Egypt in exchange for hundreds of prisoners previously slated for release, as international mediators sought to salvage a fraying ceasefire deal in Gaza. – Times of Israel

Israel joined the US and Russia in voting against a United Nations General Assembly resolution calling to reaffirm Ukraine’s territorial integrity on Monday, rejecting a strongly worded condemnation of Russia’s invasion of its neighbor on the war’s third anniversary. – Times of Israel

Melanie Phillips writes: So as the West’s cultural elites undermine and hollow out their own civilization, the Islamist death cult is moving in for the kill — with the Palestinian Arabs creating the Trojan Horse of the Middle East. It’s high time the West woke up to the bitter reality of the entire Palestinian cause, and to the way its own agenda of cultural self-loathing has softened it up for the triumph of its enemies. – New York Post

David Christopher Kaufman writes: As the first phase of the ceasefire between Hamas and Israel comes to an end, so, too, might the weekly hostage “auctions” that have been among its most defining optics. Most Israelis, of course, pray this exodus from slavery to freedom will continue into phase two. One can only shudder when imagining the diabolical displays Hamas is already planning. – Jerusalem Post

Iran

The U.S. is ratcheting up sanctions targeting Iran’s oil supply chain, continuing the Trump administration’s “maximum pressure” campaign to effectively blockade the country’s petroleum exports, the Treasury Department said. – Wall Street Journal

Russian Foreign Minister Sergei Lavrov will visit Iran on Tuesday to hold talks with Tehran’s foreign minister, Russia’s Foreign Ministry said in a statement. – Reuters

Iran has put its defence systems around its nuclear sites on high alert amid fears of an attack by Israel and the US, The Telegraph has learned. – Telegraph

Iran’s foreign ministry on Monday said it has summoned Poland’s chargé d’affaires in Tehran following comments made by Polish Foreign Minister Radek Sikorski, who last week criticized Iran and Russia’s military cooperation. – Iran International

Maliheh Bitaraf, Mohammadreza Giveh, and the Good ISIS Team write: Coupled with its intense drive to acquire the wherewithal to build nuclear reactors, Iran may become a locus for the spread of nuclear power reactor technology, equipment, and materials, both deliberately and inadvertently, to actors, sanctioned or otherwise, seeking unsafeguarded nuclear capabilities or aiming to build nuclear weapons. This raises further alarm within the international community and highlights the security implications that such autonomy might have at both regional and global levels. – Institute for Science and International Security

Russia & Ukraine

The U.S. sided with Russia and China to win the United Nations Security Council’s backing for a resolution crafted in Washington that didn’t blame Moscow for the Ukraine war and called for a swift end to the conflict, as President Trump said he was in talks with Russia about an economic-development deal. – Wall Street Journal

President Trump’s high-speed effort to end the war in Ukraine is on a collision course with Russia’s negotiating tactics and President Vladimir Putin’s goals in the conflict. – Wall Street Journal

Moscow would be open to allowing U.S. access to Russia’s rare minerals, President Vladimir Putin said Monday, an apparent counteroffer and pressure tactic as the Trump administration pushes Ukraine to sign over half its mineral wealth as repayment for U.S. support in the war. – Washington Post

Leaders from across Europe and Canada assembled in Kyiv on Monday to mark the third anniversary of Russia’s invasion as uncertainty grows over U.S. support for Ukraine. – Washington Post

President Volodymyr Zelensky of Ukraine set a somber tone on Monday for the third anniversary of Russia’s invasion, posting a short video praising Ukrainians for their sacrifices and honoring those who died. – New York Times

No public events. No speeches, memorial church services for fallen soldiers or mentions on state television. Three years after sending troops across the border into Ukraine, Russian officials are marking the anniversary on Monday with a resounding silence. – New York Times

Europe’s participation in Ukraine peace talks will be needed eventually but Moscow first wants to build trust with Washington, President Vladimir Putin said on Monday, while suggesting that a deal to end the conflict may still be far off. – Reuters

Ukraine could join the European Union before 2030 if the country continues its reforms at their current speed and quality, European Commission President Ursula von der Leyen told reporters in Kyiv on Monday. – Reuters

United Nations Secretary-General Antonio Guterres said on Monday that countries must work to bring an end to the Russia-Ukraine war, calling for a just and lasting peace on the third anniversary of Russia’s invasion of Ukraine. – Reuters

Russia wants a long-term peace deal over Ukraine that tackles what it regards as the root causes of the conflict and not a quick U.S.-backed ceasefire followed by a swift restart of fighting, a senior Russian diplomat told the RIA news agency. – Reuters

A Russian air attack injured a 44-year-old woman and damaged several houses in the Kyiv region, Mykola Kalashnyk, governor of the region that surrounds the Ukrainian capital, said on Tuesday. – Reuters

Editorial: It has been able to resist because of the steadfast support of President Joe Biden and Europe’s leaders, who rallied against Putin’s land grab in defense of Ukraine’s independence and territorial integrity, and to protect the postwar international order. Now, Trump wants to reduce support for Ukraine’s sovereignty to a mercantilist deal over its mineral wealth — with none of the security guarantees Ukraine needs to remain viable in the face of a revanchist Russia. As the terms of the deal currently stand, Zelensky is right to refuse. – Washington Post

Walter Russell Mead writes: Mr. Putin may well pocket all the concessions Washington offers him and then double down on both his alliance with China and his aggression in Ukraine. Japan sees Mr. Trump’s cavalier attitude toward longstanding allies in Europe as a threat to its own security. Henry Wallace ultimately came to regret his naiveté of the 1940s. We shall see how President Trump ends up. – Wall Street Journal

Brahma Chellaney writes: A U.S.-Russia peace deal must be reached before Beijing and Moscow can cement a strategic axis that erodes America’s global primacy and increases Taiwan’s vulnerability. A Chinese annexation of Taiwan would reshape the global order, ending America’s global preeminence and undermining its alliance system. – The Hill

Kurt Volker writes: If these four pillars do not come together, Trump may well be tempted to throw Ukraine under the bus. But if they do — ceasefire, reciprocity, deterrence and burden-sharing — it would satisfy Trump’s policy objectives, while guaranteeing Ukrainian sovereignty, independence, and future security. And that, in turn, buys time for Ukraine that extends beyond the next four years. – Center for European Policy Analysis

Syria

The European Union moved to end Syria’s economic isolation by easing energy and banking sanctions, even though the Trump administration has put a brake on U.S. efforts to relax economic pressure. – Wall Street Journal

Syrian transitional leader Ahmed al-Sharaa will visit Jordan on Wednesday and meet King Abdullah to discuss boosting ties between the neighbouring countries, two Jordanian officials said. – Reuters

Members of the Kurdish-run autonomous administration in northeast Syria and of the U.S.-backed Syrian Democratic Forces did not receive invitations to a national dialogue set to take place in Damascus on Tuesday, officials said. – Reuters

Syria’s economy minister sat down with the Middle East director of the World Bank on Monday to discuss resuming cooperation with the lender, which was suspended under the toppled government of Bashar Assad, state media reported. – Agence France Presse

Prime Minister Benjamin Netanyahu’s demand for a demilitarized southern Syria and a pledge to protect the Druze communities in the area created an upheaval both on and offline. – Jerusalem Post

Salem Alketbi writes: Ahmed al-Sharaa and his senior colleagues now bear the enormous responsibility of maintaining this positive momentum and fulfilling their public promises. They must implement their international obligations in line with the extensive goodwill they have received from both regional partners and the global community. – Jerusalem Post

Simon Henderson writes: For now, possibilities are opening up quickly. On February 26, Sharaa will visit Jordan to meet with King Abdullah, while the European Union announced earlier today that it is lifting energy sanctions on Syria. Yet tangible progress will depend in part on U.S. sanctions, most of which remain in place. – Washington Institute

Turkey

Turkey said on Monday it was ready to host possible talks between Ukraine and Russia and would support any initiative leading to peace, following a visit to Ankara by Russian Foreign Minister Sergei Lavrov. – Reuters

Iraq is waiting for Turkey’s approval to restart the oil flows from the Iraqi Kurdistan region, the Iraqi oil minister said on Monday, adding that Kurdish oil exports will hopefully be ready in two days. – Reuters

Turkey is negotiating an agreement with Turkmenistan to extend a natural gas supply deal for five years, Turkish Energy Minister Alparslan Bayraktar told the Hurriyet daily on Tuesday, noting that the deal is expected to be finalised within the year. – Reuters

Turkiye’s interior ministry announced on Monday the removal of a 10th pro-Kurdish party mayor in eastern Turkiye in less than a year for alleged ties. – Agence France Presse

Middle East & North Africa

Saudi Arabia’s Defence Minister Prince Khalid bin Salman discussed on Monday with U.S. Defense Secretary Pete Hegseth in Washington D.C. ways to bolster defence cooperation and regional and international developments, the kingdom’s minister said on Tuesday in a post on social media website X. – Reuters

The United Arab Emirates plans to invest $40 billion in Italy, the two countries said at a bilateral summit in Rome, without providing any time frame. – Reuters

Oil prices settled higher on Monday as fresh U.S. sanctions on Iran and a commitment to compensate for overproduction by Iraq added to concerns of near-term supply tightness, helping the market recover some of Friday’s steep losses. – Reuters

Morocco’s counterterrorism agency said on Monday it had foiled attacks against national and international targets in the country by a 12-member cell loyal to Islamic State in the Sahel. – Reuters

Suspected Somali pirates have fled a Yemeni fishing boat they seized off the Horn of Africa and operated for five days, authorites said Monday. – Associated Press

Influencers from across the world were invited to Beirut to take part in the funeral of Hezbollah leaders, participate in a trip to southern Lebanon, and attend a conference to coordinate messages. – Jerusalem Post

Korean Peninsula

South Korean President Yoon Suk Yeol is expected to make a closing statement on Tuesday in a Constitutional Court trial reviewing his impeachment, as public hearings wrap up and his political fate is placed in the hands of eight judges. – Reuters

At least four people died and six were injured on Tuesday after a collapse at a highway construction site in an area south of the South Korean capital, Seoul, fire authorities said. – Reuters

North Korean leader Kim Jong Un said the country has come a long way in building a powerful army but weapons without ideology are simply “ironware”, as he stressed loyalty to some of its most elite military cohorts, state media reported on Tuesday. – Reuters

A fleet of Chinese fishing vessels used North Korean crews between 2019 and 2024 in violation of U.N. bans, and many people were apparently subjected to abuses including being trapped at sea for years, a report said Monday. – Associated Press

China

The leaders of China and Russia sought to project a unified front on the third anniversary of the Russian invasion of Ukraine amid U.S. overtures to Moscow seen as attempts to pry the two powers apart. – Wall Street Journal

A Virgin Australia pilot alerted Australian authorities about a live-fire drill by Chinese naval ships last week in the Tasman Sea that forced 49 flights to change their paths, Australia’s air traffic control agency head told a parliamentary committee. – Reuters

Chinese authorities said they began live-fire exercises in the Gulf of Tonkin on Monday, only days after Vietnam announced a new line marking what it considers its territory in the body of water between the countries. – Associated Press

Beijing has issued a warning to Australia that applies to all those who dare oppose Chinese military might in international waters it refers to as “the far sea”: Get used to it. – New York Sun

David Fickling writes: Still, there is plenty of room for the market in photovoltaics to grow. Factories have abundant spare capacity to produce more panels, with BloombergNEF estimating that module makers can now pump out 1,392 gigawatts a year — more than double last year installations. Faced with a choice between energy poverty, costly fossil fuels, and cheap solar, developing economies are already voting with their feet. It might be invisible amid the fog of war in Washington DC right now, but the energy transition is proceeding apace. China looks like the winner. – Bloomberg

South Asia

India and Britain will aim to more than double bilateral trade in a decade, Indian Trade Minister Piyush Goyal said on Monday, as the two countries resumed trade talks under the shadow of tariff threats from U.S. President Donald Trump. – Reuters

Bangladesh has resumed direct trade with Pakistan for the first time since its independence in 1971, with the first shipment of 50,000 tonnes of rice leaving Port Qasim under a government-to-government deal, officials said. – Reuters

Nepal said on Monday seven more projects funded by the United States have been put on hold after President Donald Trump suspended foreign development assistance. – Reuters

The Taliban on Monday confirmed the arrest of a British couple in their 70s in Afghanistan after a plea from their children for their release. – Associated Press

Residents in southern Bangladesh on Monday attacked an air force base following an altercation, prompting soldiers from the base to open fire, killing at least one person and injuring several others, local media reported. – Associated Press

Pakistani security forces raided a militant hideout in the restive northwest near the Afghan border, killing 10 militants, the military said Monday. – Associated Press

Asia

Thousands of foreigners freed from online scam-operating centres in Myanmar are stuck in limbo on the border with Thailand after a multinational crackdown on the compounds run by criminal gangs, three sources told Reuters on Monday. – Reuters

Azerbaijan has closed the Baku office of Russian state media outlet Rossiya Segodnya and revoked the accreditation of a reporter for the U.S.-government funded Voice of America broadcaster, a foreign ministry spokesperson said on Monday. – Reuters

Danantara Indonesia will invest $20 billion in a wide range of projects from metal processing to artificial intelligence, President Prabowo Subianto said on Monday, as he launched the country’s new sovereign wealth fund. – Reuters

Australian Treasurer Jim Chalmers will meet with his U.S. counterpart Scott Bessent on Tuesday in Washington, with Canberra seeking an exemption on 25% tariffs on imports of steel and aluminium announced by President Donald Trump last month. – Reuters

U.S. President Donald Trump’s abrupt reversal of three years of American policy toward Ukraine has raised concerns China might become emboldened to push its territorial claim on Taiwan, though experts say Beijing is most likely in a wait-and-see mode right now to see how the situation in Europe plays out. – Associated Press

The top U.S. Army officer for the Asia-Pacific region was in Cambodia on Monday in the latest visit by U.S. officials aimed at improving estranged ties between the two nations and their militaries. – Associated Press

Vietnam will impose anti-dumping tariffs on steel from China, following South Korea and other nations in fighting back against surging supplies from the world’s biggest producer. – Bloomberg

Europe

Sunday’s German election could be the last chance for Europe’s centrist rulers, under assault from populist parties and an antagonistic U.S. administration, to show they can solve the region’s piling problems. – Wall Street Journal

French police are investigating two explosions in the garden of the Russian Consulate in the southern city of Marseille, after three plastic soda bottles were thrown into the building’s compound. – Wall Street Journal

French President Emmanuel Macron tried Monday to bend President Donald Trump back to the side of Kyiv and Europe, after an intense White House effort to end the war in Ukraine in which the U.S. leader blamed Ukraine, not Russia, for the invasion by the Kremlin three years ago. – Washington Post

Hungary’s government will draft legislation to protect national sovereignty and, following the example of the new U.S. government, will uncover foreign funding channelled to Hungarian media, Prime Minister Viktor Orban said on Monday. – Reuters

Bulgaria will ask the European Commission and the European Central Bank for an assessment on whether the Balkan country meets all criteria to join the euro zone in January next year, its finance minister said on Monday. – Reuters

Germany’s political newcomer, the Sahra Wagenknecht Alliance (BSW), said on Monday it might legally challenge the results of the national election after narrowly missing the 5% hurdle to enter parliament. – Reuters

The United States will lose if Russia wins its war in Ukraine, Finland’s president said on Monday, as fears mount in Europe about President Donald Trump’s intentions three years after Moscow’s invasion. – Reuters

Spain will provide Ukraine with a new military aid package worth 1 billion euros ($1.05 billion) this year, Prime Minister Pedro Sanchez said on Monday in Kyiv during an international meeting held on the third anniversary of Russia’s invasion. – Reuters

Britain will ban entry to individuals who provide significant support to the Russian state or owe their wealth to the Russian state, under new sanctions set to be announced on Monday, exactly three years after Russia invaded Ukraine. – Reuters

A hard-right British politician has been charged with accepting bribes to make favorable statements about Russia in the European Parliament. – Associated Press

The UK has imposed sanctions on 10 China-based companies it says are enabling Russia’s defense industry, as part of its largest package of economic measures against Vladimir Putin’s regime since 2022. – Bloomberg

Lee Hockstader writes: At his victory celebration, Merz broached replacing NATO with an “independent European defense capability.” It’s a radical idea, but Merz has been unflinching about what inspires it: an American president who, he said last week, “admires autocratic systems and rides roughshod over all kinds of norms.” That’s exactly the sort of straight talk Europe needs. – Washington Post

Anda Bologa writes: Done right, Europe’s Global Gateway can show that big, bold digital projects thrive on transparency and real local input. Tangible European successes could tip the scales toward an open, human rights-based vision of connectivity, building real trust with the Global South and gaining credibility in negotiations to outmaneuver authoritarian threats. – Center for European Policy Analysis

Africa

As Rwanda-backed rebels closed in on eastern Congo’s largest city, retreating army soldiers barged into Suzanne Amisi Wilonja’s home near the airport to loot, firing indiscriminately and shooting her 10-year-old son Sylvain in the head. – Reuters

Some 7,000 people have died since January in fighting in the eastern Democratic Republic of Congo, the prime minister of the DRC told a high-level meeting of the Human Rights Council in Geneva on Monday, with combatants and civilians among the dead. – Reuters

Britain will introduce sanctions soon against Rwanda over fighting in neighbouring Congo, a minister in the UK Foreign Office told Reuters on Monday. – Reuters

When Rwanda’s ex-spy chief Patrick Karegeya was murdered in South Africa in 2014, his former brother-in-arms James Kabarebe was blunt: “When you choose to be a dog, you die like a dog.” – Reuters

Medical charity MSF has been forced to suspend its activities in a famine-stricken camp in Sudan’s North Darfur because of heavy fighting in the area, it said on Monday. – Reuters

The Americas

TFI International said it would keep its corporation status in Canada, reversing a plan revealed just five days ago to redomicile to the U.S. – Wall Street Journal

Dozens of Venezuelan migrants boarded small boats on an island off the Caribbean coast of Panama on Monday, setting off towards Colombia by sea as part of a reverse migration of families who have given up trying to reach the United States. – Reuters

The leading candidates vying to replace Canadian Prime Minister Justin Trudeau spent considerable time during a televised debate on Monday discussing the need to stand up to U.S. President Donald Trump. – Reuters

Accused Mexican drug kingpin Ismael “El Mayo” Zambada is willing to plead guilty in a deal with prosecutors in the United States if the arrangement spares him from the death penalty, his lawyer told Reuters on Monday. – Reuters

The Group of Seven nations are still discussing a possible joint statement to mark the third anniversary of the war between Ukraine and Russia, Canada’s foreign minister said on Monday, noting a disagreement with Washington’s position on the conflict. – Reuters

Haitian police officers Monday demanded better protection and treatment a day after gunmen killed a Kenyan police officer who was part of a U.N.-backed mission tasked with fighting gangs in the troubled Caribbean country. – Associated Press

Mexico is weighing possible levies on Chinese imports as it pushes for a deal to avoid the 25% tariffs that President Donald Trump has threatened to impose on its goods before a deadline in early March. – Bloomberg

Argentina’s Luis Caputo is the latest economy minister to skip a meeting of G-20 finance chiefs in South Africa, following a similar decision by the US delegation. – Bloomberg

United States

The Trump administration has rescinded a Biden-era regulation that sought to ensure American allies don’t use U.S.-made weapons in violation of international humanitarian law, current and former officials said Monday. – Washington Post

A group of Democratic and Republican U.S. senators will offer a resolution backing Ukraine on Monday, amid fears that President Donald Trump could make a deal with Moscow that leaves Kyiv on the sidelines three years after Russia launched its full-scale invasion. – Reuters

President Donald Trump, asked on Monday whether tariffs would be placed on Canadian and Mexican goods when the deadline for a pause on such action arrives next week, reiterated his view that the United States had been mistreated by its neighbors and allies. – Reuters

A federal judge on Monday refused to immediately order the White House to restore The Associated Press’ access to presidential events, saying the news organization had not demonstrated it had suffered any irreparable harm. – Associated Press

President Trump’s Department of  Justice could soon contest the United Nations claim that it is immune from legal action in the American court system, where Israelis are asserting that one of the world body’s agencies abetted 2023 terror atrocities, the Sun has learned. – New York Sun

Editorial: Mr. Macron also made clear such a deal would have to be backed by U.S. guarantees to be credible. He’s certainly right given that a cease-fire would give Russia a chance to rearm for another invasion if the U.S. abandons Europe. Mr. Trump didn’t say if the U.S. would provide such guarantees. It’s hard to be optimistic if he won’t tell the truth about which country started the war. – Wall Street Journal

Cybersecurity

Taiwan’s economy minister said on Tuesday his ministry had not received information about an overseas investment application by Taiwanese chipmaker TSMC (2330.TW), when asked about possible investment in Intel (INTC.O), and the United States. – Reuters

Google could be required to pay up to 500 million rand ($27.29 million) a year in compensation to South African media outlets after the country’s competition watchdog found the tech giant guilty of anti-competitive practices, while Meta and X also face fines. – Reuters

Cybersecurity researchers say North Korean hackers are behind the largest cryptocurrency heist in history and are actively laundering the more than $1.4 billion in cryptocurrency stolen from the Bybit exchange on Friday. – The Record

Australia has prohibited government officials from using cybersecurity software from the Russian firm Kaspersky Lab, citing concerns over foreign interference, espionage and sabotage. – The Record

Matt Pearl, Julia Brock, and Anoosh Kumar write: In this regard, as unfortunate as it is that DeepSeek has no safety guardrails, this fact presents an opening: Governments outside the United States can prohibit any AI models that fail to take safety into account or otherwise threaten privacy, security, or digital sovereignty. […] Such a move would show that such governments are serious about promoting responsible AI and protecting their citizens from potential harm. – Center for Strategic and International Studies

Defense

A U.S. Coast Guard cutter crossing the Tasman Sea as part of maritime security cooperation with Australia and New Zealand knew Chinese naval ships were in the area but had no interaction with them, its commanding officer said on Tuesday. – Reuters

The Space Force will play a “central role” in the Pentagon’s efforts to develop a homeland missile defense shield, or Iron Dome for America, according to the service’s top officer. – Defense News

The cream of the U.S. and Russian air forces shared a runway at the recent Aero India 2025 exhibition in Bengaluru, as both the Lockheed Martin F-35A and Sukhoi Su-57E attempted to woo the Indian Air Force towards an unlikely deal. – Defense News