Here’s what’s happening in geopolitics today. Today’s edition opens with Trump dangling a US$5,000 “dividend” ahead of the midterms, while a mystery drone strike adds another tanker to the Gulf’s growing incident list.
Elsewhere, Russia and Vietnam are exploring strategic oil storage, Zelenskyy has landed in Canada seeking winter support, and Uganda’s Tooro Kingdom has chosen a new monarch amid a succession dispute.
Then, today’s conflict tracker examines the Yemeni Civil War, the Houthi's have made key headway on the southern front with the strategic capture of the strategic city of Mokha.
Donald Trump has promised a US$5,000 “Trump dividend” to every adult American citizen if Republicans retain control of both chambers of Congress in November’s midterm elections. Announcing the proposal at the Republican convention in Dallas, Trump said recipients would be required to spend the money within the United States. He provided no funding or implementation details, while the payments would cost an estimated US$1.35 trillion and would require congressional action.
The Panama-flagged tanker New Andros, carrying approximately two million barrels of Iraqi fuel oil, was struck by a drone in Iraqi territorial waters on Wednesday. The attack sparked a fire and caused minor hull damage, but all 22 crew members were unharmed and no cargo leaked into the water, according to Iraq’s Oil Ministry. Iraqi authorities have not identified the source of the strike, which occurred as several merchant vessels reported coming under fire across the Gulf and Gulf of Oman.
Russia’s state-owned Zarubezhneft and Vietnam’s Petrovietnam have signed a framework agreement to cooperate on establishing a strategic oil reserve in Vietnam. The agreement was reached during Vietnamese leader Tô Lâm’s state visit to Russia, where President Vladimir Putin proposed jointly developing fuel reserves. Neither company disclosed the project’s proposed capacity, cost or timetable, leaving further negotiations necessary before construction can proceed.
Ukrainian President Volodymyr Zelenskyy has arrived in Calgary ahead of talks with Canadian Prime Minister Mark Carney. Zelenskyy said securing additional support for Ukraine’s air defences and preparations for the approaching winter would be the main focus of his visit. He also said several important meetings and agreements were planned, although neither government had disclosed further details.
Uganda’s Tooro Kingdom has selected television journalist Edward Rukidi Kijanangoma as its new monarch following the death of King Oyo Nyimba from cancer at the age of 34. Oyo became the world’s youngest reigning monarch when he inherited the throne aged three in 1995 and later served as a prominent cultural figure in western Uganda. The succession committee’s decision is disputed by Oyo’s mother and sister, who say his will identified a young child as his heir.
Yemeni Civil War In massive news… Houthi forces captured Mokha on September 10, according to four Yemeni government military sources cited by Reuters. Government troops and allied formations are withdrawing towards Dhubab, while Tariq Saleh ordered an alternative command centre established. This indicates a serious disruption to the National Resistance Forces’ command structure on Yemen’s western coast. I wanted to wait some time before making this confirmation given the large swathes of misinformation out there but the facts are finally in.
OSINT accounts describe advances through Hays, Al-Khawkhah, Mawza and Al-Wazi’iyah, alongside the reported capture of Khalid ibn al-Walid camp. Claims that approximately 2,600 square kilometres changed hands remain unverified; this figure should not be interpreted as territory captured entirely within the latest reporting window.
An earlier report from @dana916 placed Houthi forces at Sherajah junction in Al-Kudhah, along the Taiz–Mokha road. If sustained, control here would have obstructed an important supply connection between inland positions and the coastal front. This offers a plausible explanation for the speed of subsequent withdrawals, although evidence does not establish it as the decisive cause just yet.

Mokha’s loss brings Houthi forces closer to Bab al-Mandab and removes a significant government coastal hub. AP’s latest reporting also highlights the growing threat to this shipping corridor. However, taking Mokha does not itself establish control over the strait.
Coalition fragmentation is also a major factory we need to consider here. Saleh’s National Resistance, government formations and southern separatist networks have different priorities. Scharo Bajalan suggests the Houthis could exploit these divisions by limiting confrontations with former STC elements while consolidating coastal gains. That remains an analytical possibility, rather than a confirmed operational plan. Advancing south could increase maritime pressure, but also provoke resistance from additional factions.
Government claims of gains in Jawf, Marib and Al-Bayda remain unverified. Even if confirmed, inland advances would not automatically compensate for losing Mokha: restoring coastal logistics and coordinating a defensive line are separate challenges. The immediate question is whether withdrawing forces can regroup before further Houthi advances.

TODAY IN HISTORY (Sep 10, 1419): John the Fearless, second duke of Burgundy, was killed during a meeting with the future king Charles VII at Montereau, France.

August was a slow month on paper, but Russian reconnaissance units have being making key advances on the most politically important sectors of this war.
Today’s conflict tracker takes us to Yemen as the information on the ground is murky, but we’ve covered the last 24 hours as the Saudi’s look to expand their role in the conflict.
Ukraine has secured a major victory on the Lyman sector, but will it be enough to slow down the Russian offensive toward Sloviansk-Kramatortsk?