Here’s what’s happening in geopolitics today. Today’s edition opens with an energy ceasefire that appears clearer in Washington than on the battlefield, while two Indian seafarers remain missing after a drone attack near the Strait of Hormuz.
Elsewhere, four countries have united in condemning Houthi attacks on Saudi Arabia, China is sanctioning officials over their support for Taiwan, and the Korean Peninsula is answering hypersonic tests with fresh missile launches.
And in today’s conflict tracker, the escalating war between al-Qaeda and Islamic State in the Sahel is forcing both groups to divert resources, potentially giving embattled governments breathing room while deepening instability across the region.
Trump said Russia and Ukraine had agreed to an immediate “energy ceasefire,” but provided no details about its terms or how it would be enforced. Ukrainian President Volodymyr Zelenskyy said Kyiv supported a reciprocal halt to attacks on energy infrastructure but was awaiting clarification from Washington, while Moscow offered no immediate confirmation. Ukraine subsequently reported Russian drone and bomb strikes against energy facilities in Kyiv and Kharkiv, indicating that the claimed ceasefire had not taken effect on the ground.
Two Indian seafarers are missing after the Nicaragua-flagged tanker MT Petro Dolphin was reportedly struck by a drone at Sohar Anchorage off northern Oman on Sunday. India’s shipping minister said nine other Indian crew members were rescued safely, while the local coastguard continues search-and-rescue operations for the missing sailors. No attacker has been identified, and India condemned the incident while calling for attacks on commercial shipping to cease and regional tensions to be resolved through diplomacy.
Türkiye, Pakistan, Egypt and Saudi Arabia have jointly condemned continuing Houthi attacks on the kingdom, including the deadly strike on King Khalid International Airport in Riyadh. The four countries, known as the R4 Group, described the attacks as violations of international law and Saudi sovereignty, while supporting Riyadh’s right to take legitimate defensive measures under the UN Charter. Their statement held the Houthis responsible for the consequences of the escalation and demanded an immediate, unconditional halt to the attacks, but announced no coordinated military action.
China has sanctioned Paraguayan Communications Minister Gustavo Villate and Belizean Foreign Minister Francis Fonseca over their governments’ continued diplomatic relations with Taiwan. The measures freeze any assets they hold in China, prohibit Chinese organisations and individuals from dealing with them, and bar their entry into mainland China, Hong Kong and Macau. Paraguay and Belize are among only 12 countries maintaining formal relations with Taiwan, as Beijing continues pressing Taipei’s remaining diplomatic allies to switch recognition to China.
North Korea launched multiple ballistic missiles from near Pyongyang towards the sea off its east coast on Monday, with at least one travelling more than 900 kilometres, according to South Korea’s military. Seoul convened an emergency security meeting, condemned the launches as violations of UN Security Council resolutions and said they appeared to demonstrate Pyongyang’s capabilities following South Korea’s hypersonic test. The launches came four days after President Lee Jae Myung oversaw the first flight test of South Korea’s domestically developed hypersonic glide vehicle.
Africa Since the beginning of September, clashes of reportedly unprecedented scale have pitted Islamic State’s Sahel branch against al-Qaeda-affiliated JNIM along the Mali–Burkina Faso border. Both organisations are fighting governments across the region. Yet, their war against each other could help determine how long those governments survive.
Journalist and jihadism specialist Wassim Nasr describes a major battle lasting 48 hours, with numerous deaths on both sides but neither gaining the upper hand. OSINT commentator Brant reports fierce fighting across Gourma, substantial reinforcements and alleged Islamic State territorial gains. Reports of hundreds of casualties remain unverified.
Brant also cites an Islamic State statement claiming more than 200 JNIM fighters were killed during September 1 fighting, including 30 prisoners subsequently executed. These are the organisation’s claims, not an independently established toll. Claims that JNIM commander Jaafar Dicko was killed are disputed, with other accounts suggesting he withdrew. Whether the numbers are accurate is not the important factor here, it’s the significantly larger than usual claims along with the clear eruption of conflict between both parties that we need to hone in on.
The wider implication is the pressure this places on JNIM’s campaign against Mali’s government. In his September 30 and October 10 assessments, researcher Paweł Wójcik argues that Islamic State is attacking its rival’s backline to obstruct an outcome it considers threatening: Mali falling under JNIM’s dominance.
This does not imply cooperation with Bamako. However, forcing JNIM to redirect fighters and resources could indirectly give the government breathing room. JNIM faces a dilemma: press its advantage against the state while leaving openings behind it, or slow its campaign to confront Islamic State.
Wójcik reports IS penetration into areas usually associated with JNIM in Timbuktu and Gao, while cautioning that movement does not establish territorial control. Nasr’s analysis explains the underlying competition: border routes, resources and recruitment pools. Shared enemies do not make these groups allies.
Russia’s support introduces another variable. Wójcik assesses that reinforced northern garrisons could enable further Malian–Russian offensives, threatening routes used by JNIM and separatist FLA forces. Yet, concentrating forces in the north could create opportunities for Islamic State around Ménaka and elsewhere.
The rivalry also reaches beyond Mali. Wójcik describes interconnected fronts across Burkina Faso, Niger, Benin and Nigeria, where insecurity and illicit markets can sustain armed groups.
Separately, warnings about renewed political fighting inside Mogadishu illustrate another danger: internal divisions compounding existing insurgencies. Somalia remains a distinct theatre, rather than an extension of the Sahel battlefield.
Rival jihadists weakening each other may offer governments temporary opportunities. But unless states restore lasting security, the result could be shifting armed dominance rather than stability, with civilians bearing the consequences.

Sources available upon request
TODAY IN HISTORY (Oct 12, 1960): Nikita Khrushchev’s shoe speech
On this day in 1960, one of the most iconic Cold War moments unfolded when Soviet Premier Nikita Khrushchev allegedly banged his shoe at the United Nations. The confrontation began when the Philippine delegate gave a speech accusing the Soviet Union of hypocrisy for decrying Western colonialism while it “swallowed up” Eastern European nations. Khrushchev began beating his shoe on his desk. Or maybe he just brandished it. What actually happened has been debated, though the incident was in keeping with the fiery Khrushchev’s reputation.

The Mecca pact’s members have arrived in Tehran to contain Houthi attacks and prevent renewed conflict between Iran and the United States.
Lula has secured another term in Brazil, Serbia’s students have defeated Vučić, and Israel now faces its own leadership test.
Houthi advances around Taiz are tightening the siege, but government resistance and difficult terrain threaten to turn the battle into another prolonged struggle with severe consequences for civilians.