Here’s what’s happening in geopolitics today. Today’s briefing moves from Venezuela to the Middle East and Europe: a major earthquake has struck north-central Venezuela, while Marco Rubio is in Bahrain seeking Gulf support for Washington’s proposed Iran deal.
NATO is highlighting the scale of increased European defence spending ahead of its next summit, and Colombia’s election result has handed the presidency to Abelardo de la Espriella after a narrow runoff. In southern Lebanon, conflicting accounts over a supposed Israeli withdrawal underline just how fragile the current ceasefire arrangements remain.
In today’s conflict tracker, I explain my take on Denmark using drone nets for its armoured columns - providing me some optimism that the West is waking up to the reality of drone warfare albeit extremely late.
Two powerful earthquakes struck north-central Venezuela on Wednesday, with the U.S. Geological Survey recording an initial magnitude 7.1 tremor followed minutes later by a stronger 7.5 quake near Morón, west of Caracas. Buildings were damaged in the capital and residents evacuated as shaking was felt across Venezuela and into neighbouring Colombia, while emergency services began assessing the impact. Tsunami alerts were issued for parts of the Caribbean, including Puerto Rico and the U.S. Virgin Islands, as authorities warned of possible aftershocks and continued rescue operations.
U.S. Secretary of State Marco Rubio visited Bahrain on the final leg of a Gulf tour aimed at securing support for Washington’s preliminary agreement with Iran. Rubio met Bahraini officials and the Gulf Cooperation Council, seeking to address concerns that sanctions relief and other proposed concessions could strengthen Tehran or alter the regional security balance. Bahrain, which hosts the U.S. Navy’s Fifth Fleet, has been particularly exposed to regional tensions, and Rubio reiterated that the United States would not pursue an arrangement that undermines Gulf allies’ security.
NATO Secretary General Mark Rutte presented a chart dubbed the “Trump Trillion” during meetings with Trump, highlighting what NATO says is a $1.2 trillion increase in defence spending by European allies and Canada since 2017. Rutte argued that Trump’s long-standing pressure on NATO members to spend more on defence had helped drive the surge in military investment, with allies continuing to increase spending in response to both Russian aggression and alliance commitments. The presentation comes ahead of a key NATO summit, where leaders are expected to discuss further increases in defence expenditure and burden-sharing across the alliance.
Iván Cepeda, Colombia’s left-wing presidential candidate, conceded defeat to right-wing rival Abelardo de la Espriella after the official count confirmed a narrow runoff victory. De la Espriella won by roughly 251,000 votes, or about one percentage point, in a result that ends the left’s hold on the presidency after Gustavo Petro’s term. Cepeda said he would take up the role of opposition leader, while De la Espriella is due to take office on 7 August.
Israeli and Lebanese officials have denied that Israeli forces withdrew from any part of southern Lebanon, contradicting a U.S. State Department official who said Israel had made a partial pullback as a goodwill gesture. The claim was linked to a U.S.-backed proposal under which Israeli-held territory would gradually be transferred to the Lebanese Armed Forces, which would then establish control and remove weapons infrastructure. However, officials on both sides said Israeli troops remain in the buffer zone, underscoring the disagreement over the timing and conditions of any withdrawal.
If there's anyone on Earth who has mastered the art of learning to defend itself only after being punched in the face several times, it's Russia. But now the West is finally starting to take notes, and only after a few bloody noses of its own.
You all know how much I've been ranting that the West is too slow and too dogmatic to adapt to the new reality of war. A reality in which entire columns of the most advanced armour on the planet can be wiped out in minutes by $500 drones.
It seems to have taken the Iran War for everyone in Brussels and Washington to wake up to the threat they are facing. The U.S. had clearly failed to study Ukraine, or was simply too confident in its own edge to think the lessons worth adopting. But when Shaheds started landing on key military installations across the Middle East, eyebrows were raised, and I can well imagine some very serious finger pointing followed. That is the irony of it. Sometimes you need a slap in the face to wake up.
For the U.S., the most notable shift is an agreement signed with Ukraine to import interceptors and other drone technology. The deal began as a draft memorandum, first reported in May 2026, negotiated between the State Department and Ukraine's Ambassador to Washington, Olha Stefanishyna. It would let Ukraine export military technology to the U.S. and build drones through joint ventures with American firms, the first time Kyiv has sold weapons abroad since banning exports in 2022 to feed its own front. Washington has already bought an initial 1,000 P1-SUN interceptors for Middle East air defence. The logic is pretty simple: Ukrainian interceptors cost a few thousand dollars, while a single Patriot round runs around $4 million. (You could also note the production gap here if you want the punchline harder: one Ukrainian firm alone plans 3 million-plus FPVs in 2026, against roughly 300,000 built across the entire U.S. in 2025.)
I do believe that, out of necessity, the strategists and planners in the Department of War are starting to shift trajectory toward understanding how modern wars are actually fought. The larger concern is that the U.S. defence industry, like most but especially the American one, is mired in a desire for profit extraction as much as quality. That instinct can defeat the entire purpose of building a low-cost defence force.
I can give the U.S. some slack given its relative distance from any front, though only slightly. The Europeans, on the other hand, deserve as much berating as I can muster. Not only have most European states been the most earnest backers of Ukraine, they sit on the border of the deadliest conflict since WW2 and still have their heads buried in the sand.
The most famous example is the one you already know I'm about to raise. During the joint "Hedgehog 2025" exercises in Estonia, a single Ukrainian team of around ten operators, acting as the opposing force, ran rings around a NATO formation of several thousand. In roughly half a day they "destroyed" 17 armoured vehicles and logged some 30 strikes on other targets, enough to take two NATO battalions out of the fight. The kicker: NATO units never even located the drone operators, while their own exposed columns sat in the open and were picked apart. (Worth flagging that U.S. forces were absent from Hedgehog entirely, which says plenty on its own.)
So what did we actually have here? Bureaucracy getting in the way? An old guard that refuses to accept its ways are outdated? Incompetence, or all of the above at once? Whatever it was, it landed. It sent shockwaves through the military world over just how unready NATO is, even as it talks constantly about a possible war with Russia.
And then I saw the tweet: drone netting installed over a road during a recent military exercise as an armoured column rolled through it. Now, it isn't perfect, and a net does nothing to change my belief that there is a deep level of incompetence at play. But from an optimistic angle, it at least shows that some progress is finally starting to happen.


TODAY IN HISTORY (June 25, 1950): The Korean War began after North Korea unleashed an attack southward across the 38th parallel, prompting the UN Security Council (minus the Soviet delegate) to pass a resolution calling on UN members to assist South Korea.

The Sudanese Armed Forces have cracked open RSF defensive positions and opened the key Khartoum-El Obeid road.
Tonight we zoom in to provide an analysis and summary of the last few days in Manilla, as Ukraine and Russia largely took the spotlight.
Reports are coming out that Russian forces have been encircled north of Lyman - the question is, is that true?