Fdd's overnight brief

November 4, 2025

In The News

Israel

Israeli police said they had detained the country’s former top military lawyer on suspicion of “serious criminal offenses” and for her role in leaking a video at the center of a case of alleged abuse against Palestinian prisoners. – Wall Street Journal

For almost two decades, Turkey has cultivated a relationship with Hamas — to the chagrin of some other countries in the region — but it won effusive praise from President Donald Trump in recent weeks for using those connections to help pressure the Palestinian militant group into reaching a Gaza ceasefire deal with Israel. – Washington Post

Israeli fire killed three Palestinians in the Gaza Strip on Monday, north of the southern city of Rafah, which remains under Israeli control, according to local health authorities, further testing the fragile U.S.-backed ceasefire. – Reuters

Israel handed over the bodies of 45 Palestinians on Monday, the Red Cross said, a day after militants returned the remains of three hostages. Israeli officials identified the three as soldiers who were killed in the Hamas-led attack on Oct. 7, 2023 that triggered the war in Gaza. – Associated Press

Director of National Intelligence Tulsi Gabbard made a surprise visit to the U.S.-operated Civil-Military Coordination Center (CMCC) as American forces work on the planning and implementation of phase two in the ceasefire deal. – Fox News

Foreign Minister Gideon Sa’ar will begin a state visit to India on Tuesday. During his trip, Sa’ar is scheduled to meet with senior Indian officials, including his counterpart Dr. Subrahmanyam Jaishankar. – Jerusalem Post

The IDF will not actively block any deal to allow Hamas terrorists to move from the buffer zone on the Israeli side of Gaza’s Yellow Line to the areas of the strip under Hamas’s control, The Jerusalem Post learned on Monday. – Jerusalem Post

US President Donald Trump’s administration is urging Israel to allow foreign journalists into Gaza now that a ceasefire is in place, two US officials told The Times of Israel on Monday. – Times of Israel

Ophir Falk writes: By shattering the cycle that had shielded Hamas for two decades, the hostage-taking ironically gave Israel the time and space it needed to degrade the terrorist organization drastically and strike a deal that dictates Hamas’s dismantlement. The job isn’t finished, but Israel stands stronger than ever, having risen from one of its darkest hours to one of its brightest. The lesson for genocidal organizations should be clear: Hostage-taking can backfire, leading to terrorists’ destruction. – Wall Street Journal

Eric Alter and Nickolay Mladenov write: The next five years should focus on establishing multilateral mechanisms to coordinate aid, develop energy interconnections, and enhance crisis response capabilities. That means elevating the accords from bilateral normalization to a regional framework: linking economic zones, climate finance, and digital trade. Proposals for shared early-warning systems may sound ambitious, but they express a logic already in motion: peace is most durable when it produces shared value. Equally important is a narrative shift. The accords were born of pragmatism; their future depends on inclusion. The Arab and Israeli publics need to see benefits that extend beyond diplomacy, such as scholarship exchanges, small-business partnerships, and climate-adaptation projects that enhance daily life. In this sense, the Abraham Accords are a test of whether the Middle East can learn to cooperate without aiming at perfection. – The National Interest

Iran

Cooperation between Iran and the United States is not possible as long as Washington continues to support Israel and to maintain military bases and interfere in the Middle East region, Iran’s Supreme Leader Ayatollah Ali Khamenei said on Monday. – Reuters

Iranian security forces arrested three critics of the government, summoned another and confiscated their electronic devices, media reported on Monday. – Associated Press

Pedro Rodriguez writes: Days after the end of an agreement with European powers that limited Iran‘s nuclear arsenal, the regime renewed nuclear threats against Israel, adding that President Donald Trump‘s military operations to weaken its nuclear capabilities were insufficient. “[Iran is] prepared for any scenario,” Iranian Foreign Affairs Minister Abbas Araghchi told Al Jazeera on Saturday. “We are at the apex of preparedness at all levels. Israel will suffer another defeat in any future war.” – Washington Examiner

Alex Vatanka writes: The controversy around the recent remarks from Nateq-Nouri thus exposes a deeper fault line within Iran’s power structure: not moderates or reformists versus hardliners, but strategists versus absolutists. The former — pragmatic clergy, bureaucrats, and veterans — see the regime’s continuity depending on adaptation. The latter — media tribunes, security hawks, and ideological clergy — contend that continuity depends on purity. Each camp claims to defend the revolution, yet they diverge on what survival means. For the absolutists, survival lies in unbroken defiance, even at the cost of isolation. For the strategists, survival demands recalibration, acknowledging that some of yesterday’s purported victories became today’s burdens. That is why a simple sentence from an old revolutionary could set off a national debate — because it questioned not only a fateful act taken in 1979 but also the logic that demands defending that same act in the year 2025. – Middle East Institute

Russia and Ukraine

Ukraine will set up offices for arms exports and joint weapons production in Berlin and Copenhagen this year, President Volodymyr Zelenskiy said on Monday. Kyiv is scaling up its burgeoning domestic defense industry with help from its Western partners as it fends off Russian forces in its fourth year of war with Moscow. – Reuters

Russia said on Monday its troops had advanced in the eastern Ukrainian city of Pokrovsk, a transport and logistics hub that they have been trying to capture for over a year, but Ukraine said its forces were holding on. – Reuters

A Ukrainian drone attack damaged the Sterlitamak petrochemical plant deep inside Russia, causing a partial collapse of a water-treatment facility but no injuries, regional authorities said on Tuesday. – Reuters

Ukraine is showing “remarkable commitment” to joining the EU, but must reverse recent negative trends in the fight against corruption and accelerate rule of law reforms, the European Commission said in a draft text seen by Reuters on Monday. – Reuters

Ukraine has received more U.S.-made Patriot air defense systems to help it counter Russia’s daily barrages, President Volodymyr Zelenskyy said, as Russian drones killed a man and injured five of his family members, including two children, in the latest nighttime attack. – Associated Press

Thomas Kent writes: Not so now. Trump, moreover, is not the only one eying Putin’s nuclear threats with growing skepticism. “Irresponsible rhetoric” from Russia about nuclear war “is not going to deter our support for Ukraine,” British prime minister Keir Starmer said last November. Sweden joined NATO on March 24, 2024, despite warnings from the Russian Embassy that it would become a “legitimate target for Russia’s retaliatory measures.” And Germany, where fears of Russian nukes have long been strong, continues to press ahead with its rearmament. To be sure, Putin can be counted on to continue his nuclear rhetoric. But Western leaders seem set on making policy based on realities on the ground, rather than the Kremlin’s attempts at nuclear intimidation. – The National Interest

Arabian Peninsula

Microsoft plans to bring its total investment in the United Arab Emirates to $15 billion by the end of 2029 and has the Trump administration’s approval to export Nvidia chips for its data centres there, a senior executive told Reuters on Monday. – Reuters

Saudi Arabia’s Crown Prince Mohammed bin Salman will be at the White House on November 18 for an official working visit with U.S. President Donald Trump, a White House official said on Monday. – Reuters

The decision by OPEC and its allies on Sunday to keep oil output targets steady in the first quarter of next year came after Russia lobbied for the pause because it would struggle to increase exports due to Western sanctions, four OPEC+ sources said. – Reuters

When President Donald Trump touched down at Al Udeid Air Base last weekend, two of the most powerful men in Qatar were already waiting. Qatar’s leaders had been ambivalent about such a show of deference on their own soil ever since U.S. officials had quietly suggested a month earlier that they might meet with the president as Air Force One refueled en route to Asia, according to two people familiar with the matter who were granted anonymity to share details about private discussions. – Politico 

Middle East & North Africa

Chancellor Friedrich Merz has invited Syrian President Ahmed al-Sharaa to Germany to discuss deporting Syrian citizens with criminal records in Germany, the German leader said on Monday. – Reuters

Iraq has pledged to bring all weapons under the control of the state, but that will not work so long as there is a U.S.-led coalition in the country that some Iraqi factions view as an occupying force, the prime minister said on Monday. – Reuters

Turkish nationalist party leader Devlet Bahceli, who is President Tayyip Erdogan’s main parliamentary ally, said on Tuesday that it could be beneficial to release from prison the former pro-Kurdish party leader Selahattin Demirtas. – Reuters

The family of South Sudanese political commentator Samuel Peter Oyay, whose writings are often critical of the government, say they are concerned for his safety after his arrest over a month ago in the United Arab Emirates. – Associated Press

A Libyan delegation in Lebanon made progress in talks Monday with judicial officials over the possible release of late Libyan leader Moammar Gadhafi ‘s son, who has been jailed without trial in Lebanon for a decade. – Associated Press

Virginia MacArthur writes: More broadly, GenZ 212 could inspire other youth across the region, even as far as Iran. Its example will influence how other North African governments interpret their social contracts, whether trust can still be earned through controlled reform, or whether a new generation will demand something faster, fairer, and less deferential. In a country long praised as proof that gradualism guarantees stability, GenZ 212 exposes its limits: legitimacy now depends not on the promise of change, but on its pace. – Washington Institute

Fatima Abo Alasrar writes: Yemenis understand what comes next. They watched international engagement legitimize Hezbollah in Lebanon and Hamas in Gaza, diplomatic normalization that empowered militias while entire populations were left to live under their rule. The same pattern has been playing out with the Houthis for years. But when the talking ends and the international community moves on, it will be Yemenis who remain, living under a militia the world helped entrench. – Middle East Institute

Korean Peninsula

Kim Yong-nam, North Korea’s long​time former ceremonial head of state whose loyalty shielded him from frequent political purges and enabled him to serve the country’s​ ruling family for three generations, died on Monday. – New York Times 

The United States will look at “flexibility” for U.S. troops stationed in South Korea to operate against regional threats, but the core of the alliance with Seoul will remain focused on deterring North Korea, U.S. Defense Secretary Pete Hegseth said on Tuesday. – Reuters

South Korean President Lee Jae Myung said on Tuesday the economy has turned a corner as risks related to geopolitics and corporate governance have been easing, which has boosted the local Kospi stock index beyond the 4,000 mark. – Reuters

The United States will in the coming days ask a U.N. Security Council committee to impose sanctions on seven ships suspected of violating U.N. sanctions on North Korea, a State Department official said on Monday. – Reuters

South Korean President Lee Jae Myung on Tuesday called for tripling the government spending on projects for expanding artificial intelligence infrastructure and technology in a budget speech. – Associated Press

China

Greenlighting the export of Nvidia’s Blackwell chips would be a seismic policy shift potentially giving China, the U.S.’s biggest geopolitical competitor, a technological accelerant. Huang—who speaks to Trump often—has lobbied relentlessly to maintain access to the Chinese market. – Wall Street Journal

China has offset the decline from America with breathtaking speed. Shipments to other parts of the world have surged this year, demonstrating that China’s manufacturing dominance will not be easily slowed. Chinese exports are on track to reach another record this year. – New York Times

President Trump has used tariffs to try to reduce American reliance on Chinese exports and prevent China’s factory overcapacity from swamping the U.S. economy. But his effort has hit an obstacle: Beijing was already well on its way to weaning its economy from the United States. – New York Times 

China’s foreign ministry has dismissed safety concerns raised by Taiwan about its hosting of the APEC summit next year, but said the island’s participation rests on its compliance with established practice and the “one China” principle. – Reuters

Hong Kong’s High Court rejected an application by pro-democracy activist Chow Hang-tung on Monday to terminate a subversion trial involving herself and a group that once organised commemorations of the Tiananmen crackdown. – Reuters

China will extend its visa-free entry policy for 45 countries including France, Germany and Spain to December 31, 2026 and expand the scheme to cover Sweden, effective November 10, the foreign ministry said on Monday. – Reuters

China called on the US to avoid four sensitive issues so a trade truce sealed between Presidents Donald Trump and Xi Jinping can hold, highlighting the broad array of disagreements that will test ties. – Bloomberg 

Thomas L. Friedman writes: More broadly, the rest of the world is simply not going to let China take all the manufacturing jobs, especially as A.I. starts to cut increasingly into blue-collar and white-collar work. China is courting a real global backlash. Given how important the U.S.-China relationship has been for sustaining the relative Great Power peace and prosperity of the world since the late 1970s, Washington and Beijing need a quiet long-term dialogue — not a noisy long-term trade war in which both sides lose. If we really are heading for a divorce in this relationship, oh my goodness, we will miss it when it’s gone. – New York Times

Asia

Defense Secretary Pete Hegseth completed a two-day trip to Vietnam on Monday, seeking to reassure a wary partner with American promises to double down on joint efforts to address the wounds of the Vietnam War. – New York Times

Australia’s defence force operations to protect its sea trade routes, including through the South China Sea, are becoming more risky as Beijing undertakes the “biggest military build-up in the world today”, Australia’s defence minister said on Tuesday. – Reuters

Lockheed Martin said on Tuesday it was working to accelerate delayed deliveries to Taiwan of new F-16Vs, after the island’s defence ministry said the programme had been pushed back due to supply chain issues. – Reuters

Malaysia said its sovereignty remains protected and it isn’t bound by sanctions imposed by US, as Prime Minister Anwar Ibrahim faces criticism for a trade deal with the superpower. – Bloomberg 

Europe

British authorities are investigating whether a man charged with attempting to kill 10 people on a London-bound train Saturday night was also involved in several episodes the day before, including an attack on a 14-year-old and two instances of wielding a knife in public. – New York Times 

British finance minister Rachel Reeves will say on Tuesday that she intends to focus on “fairness and opportunity” in her second annual budget due on November 26, as reports swirl about where she will raise taxes to keep her budget goals on track. – Reuters

European Trade Commissioner Maros Sefcovic said on Monday that talks over the Dutch chipmaker Nexperia, which involve the Netherlands and China, were advancing. – Reuters

Populist Czech billionaire Andrej Babis’ ANO party signed a coalition deal with fringe right-wing allies on Monday, moving closer to regaining power after winning a vote on promises of hiking spending and opposing EU climate and migration policies. – Reuters

Executives at two of Europe’s top gas suppliers, ExxonMobil and QatarEnergy, on Monday warned they could stop doing business with the European Union if it does not significantly loosen a sustainability law that could impose fines of 5% of their global revenue. – Reuters

NATO member Romania signed an agreement Monday with German defense company Rheinmetall to build a gunpowder factory in central Romania, as Europe races to rearm itself in the face of an increasingly provocative Russia. – Associated Press 

A Latvian citizen was arrested for allegedly collecting information about the Baltic country’s defense sector for Russia’s shadowy GRU military intelligence service, authorities said Monday. – Associated Press

Poland plans to start building a national anti-drone system within months, without waiting for the European Union’s “drone wall” initiative, the country’s deputy defense minister said. – Bloomberg 

Africa

Zambia’s current president, Hakainde Hichilema, wants Lungu—who died in June while seeking medical treatment in South Africa—buried in Zambia. Lungu’s family says he despised Hichilema so much that he barred his political rival from his funeral. They want to keep even more distance between the two men, burying Lungu in Johannesburg. The two sides are fighting it out in court and, now, in bars and on the airwaves. – Wall Street Journal

Tens of thousands of people have tried to escape the Sudanese city of El Fasher since paramilitary fighters seized the city in Darfur from Sudan’s military more than a week ago. But just a trickle have made it to the nearest aid zone after surviving a massacre inside the city and trying to flee the violence. – New York Times 

A global hunger monitor on Monday confirmed famine conditions in al-Fashir, the Sudanese city taken by the paramilitary Rapid Support Forces (RSF) after a lengthy siege, as well as Kadugli, another besieged city in Sudan’s south. – Reuters

A two-month-old fuel blockade by al Qaeda-linked militants has all but paralysed the capital of Mali, turning the screws on the military government and raising concern that the jihadists might try eventually to impose their rule on the West African country. – Reuters

International Criminal Court prosecutors said on Monday they are collecting evidence of alleged mass killings and rapes after paramilitary Rapid Support Forces seized al-Fashir – the last stronghold of the military in Sudan’s Darfur region. – Reuters

Tanzania’s President Samia Suluhu Hassan vowed on Monday to move on from deadly protests set off by last week’s disputed election as she was sworn into office for her first elected term. – Reuters

Guinea’s junta leader Mamady Doumbouya put his name forward on Monday to stand in presidential elections on December 28, a move that could keep him in power for another five years. – Reuters

The leaders of South Africa’s coalition government pledged to accelerate economic reforms and work more closely together during a two-day meeting aimed at improving the functioning of the administration. – Bloomberg 

Editorial: Yet the U.S. presence in Africa is concentrated in Djibouti, on the opposite side of the continent from Nigeria. In Somalia, Mr. Trump has conducted 89 strikes this year against terror targets, compared to 54 during the entire Biden years. Working with regional allies is preferable as a policy, but sometimes unilateral U.S. force is necessary against jihadists. The plight of Africa’s Christians seems like a world away from America First policy. But U.S. moral interests include humanitarian concerns, and in this case they coincide with the fight against radical Islam. Credit to Mr. Trump for showing he understands and may be willing to act on those interests. – Wall Street Journal

The Americas

Peru has decided to break off diplomatic relations with Mexico, the Andean nation’s foreign minister said on Monday, after Peru’s former prime minister holed up in the Mexican embassy in the country to request asylum. – Reuters

Brazil has established new rules raising the minimum capital required for financial institutions to operate in the country to 9.1 billion reais ($1.68 billion) from 5.2 billion reais, the Central Bank of Brazil said on Monday. – Reuters

EU climate ministers will make a last-ditch attempt to pass a new climate change target on Tuesday, in an effort to avoid going to the U.N. COP30 summit in Brazil empty-handed. – Reuters

Brazilian police backed by Interpol have destroyed hundreds of dredges used in illegal gold mining along the Madeira River, in one of the biggest coordinated crackdowns yet on criminal networks operating across the Amazon Basin. – Associated Press

Javier Corrales writes: And even if a member of the opposition were to replace Mr. Maduro, it would not necessarily yield democracy in Venezuela. A new state apparatus with institutional checks and balances would effectively need to be built from scratch — or the country’s new political winners could well recreate the deeply corrupt, coercive and unequal system that has so successfully entrenched Mr. Maduro’s rule. Mr. Maduro may be hated by most of society and disliked by many of his associates. But he has proved a canny architect of his regime — one in which the only people who can truly tear down the system are the ones with the most to lose from its demise. – New York Times

Harlan Ullman writes: While some Americans agree with the strikes on what are believed to be drug-runners, there is no due process nor any clear rationale why that is vital in a nation supposedly dedicated to the rule of law. In a bizarre way, the administration may be recreating the Abu Ghraib scandal that plagued George W. Bush. So please, President Trump, do not invade Venezuela or continue this drug war without telling us why. – The Hill

Michael O’Hanlon and Caitlin Talmadge write: The simple reality is that dictators prioritize staying in power, and they tend to excel at it. Bombing their territory neither encourages the oppressed people to rise in a revolution nor incentivizes elites to turn on the regime in a coup. Modern airpower and missiles can indeed cause immense destruction to enemy targets—but usually only after years of effort. Even then, success on the ground is ensured in conjunction with substantial allied or US armed forces, a condition that does not hold in Venezuela’s case. President Trump has long argued against America’s forever wars in Iraq and Afghanistan. He needs to be careful not to get drawn into a similar situation in the Western Hemisphere. – The National Interest

North America

Since taking office last year as mayor of Uruapan, Carlos Manzo often led police raids wearing his bulletproof vest and cowboy hat to fulfill his mandate to end endemic extortion in the avocado capital of the world. The 40-year-old Manzo knew that the criminal gangs he confronted had more resources and superior weaponry. He was gunned down on Saturday as he officiated a candle-lighting ceremony for Day of the Dead, one of the main religious festivities in Mexico’s western Michoacán state. – Wall Street Journal

Authorities in Mexico’s Pacific Sinaloa state were attacked by an armed group after midday on Monday, with the incident leaving 13 of the attackers dead, Security Minister Omar Garcia Harfuch said. – Reuters

Glencore is planning to close its Horne smelter, Canada’s largest copper metal-producing operation, due to environmental issues and the millions of dollars needed to upgrade the facility, two sources with knowledge of the matter said. – Reuters

 

United States

President Trump, who promised to use his business savvy to bring down everyday costs, is facing discontent over his handling of the economy and inflation. Democrats see an opportunity. Tuesday’s elections for governor in Virginia and New Jersey, and for mayor in New York City, will test whether Trump’s low economic ratings can help Democrats make the case that they have the better plans to lower the cost of living. – Wall Street Journal

Federal prosecutors have charged two men tied to what they allege was an ISIS-inspired plot based out of Michigan to carry out an attack in the U.S., according to a court document made public on Monday. – Reuters

The Commerce Department and Pentagon on Monday pledged financing and potential equity stakes in a domestic producer of rare-earth magnets that are at the center of a trade war with China, the world’s dominant supplier. – Bloomberg

Cybersecurity

The University of Pennsylvania says it has called in the Federal Bureau of Investigation after offensive emails were distributed to alumni. In a statement, the university said that a data breach had affected “select information systems.” – Reuters

Three employees at cybersecurity companies spent years moonlighting as criminal hackers, launching their own ransomware attacks in a plot to extort millions of dollars from victims around the country, US prosecutors alleged in court filings. – Bloomberg 

The Department of Homeland Security wants to ramp up its collection of biometrics of individuals applying for immigration benefits, proposing a rule Monday that would expand the agency’s authority to take in fingerprints, DNA, facial and iris scans, and other data. – Fedscoop

Cybercriminals are targeting trucking and logistics companies with remote monitoring tools in order to hijack cargo freight, researchers at the cybersecurity company Proofpoint have found. – The Record

South Korea’s major mobile carrier, SK Telecom, told shareholders that recovery costs and other losses tied to a data breach earlier this year led to a 90 percent drop in operating profit for the third quarter, highlighting the increasing impact of cyber incidents. – The Record

Defense

A new U.S. Army directive orders commanders to act within hours — not days — when a soldier goes missing, giving them three hours to classify a service member as “absent-unknown” and eight hours to notify the soldier’s family once the absence is discovered. – Defense News

The Navy now has an app that allows sailors, their families and the general public to read Navy policies. The Navy created MyNavyHR app, available for Android and Apple phones, over the past two months and officially released it Oct. 22. – USNI News

In the Army’s latest step to beef up its counter-unmanned aerial system capabilities, the service has formally asked industry for ideas to field high-energy laser systems capable of blasting small- to medium-sized drones out of the sky. – Breaking Defense

The U.S. military base in Maryland where Naval Air Systems Command is headquartered could soon be equipped with an asset to help experts monitor, understand and reduce noise impacts from supersonic flight tests conducted in restricted airspace over the Chesapeake Bay and nearby waters. – Defensescoop

Federal authorities arrested a 28-year-old Army National Guardsman for allegedly attempting to send a military radio to Russia and photograph Fort Riley, Kansas, for who he believed were Russian agents. – Military Times