The following are excerpts from my speech in Istanbul on September 26, 2026.
The unipolar world order has collapsed, and we should conduct a post-mortem to reflect on what went wrong and to understand the current turbulent transition of the world. In 1989, Francis Fukuyama famously published his article on the ‘End of History,’ which was largely adopted as an ideological guide by the political West. The world only had one superpower and one ideology, and the expectation was that the world would unify under US leadership and liberal democratic values. The dominance of the US would end international anarchy and security competition, as there was only one centre of power, and the US hegemon would elevate the role of liberal democracy to form an inclusive community of universal values. For more than three decades, the West produced a new generation of politicians who believed that the collective hegemony of the West was for the benefit of all mankind, and they were the administrators who would manage the transition from the chaotic world of the past to perpetual peace. So what went wrong?
The Contradiction of Hegemonic Universalism
The unipolar moment was always destined to be a temporary phenomenon, as the US would predictably exhaust its resources and incentivise rising powers to collectively balance the US. However, there is also an inherent contradiction in hegemonic universalism, as universal values are linked to one entity of power. A hegemon claims to represent universal values such as freedom, democracy, and human rights, albeit this universalism is promoted through a particular historical, cultural, and geopolitical order.
Universal values advocating for equality are used to institutionalise a dominant position for the US. Universal values advocating for inclusion are used to build exclusive blocs such as NATO rather than developing an inclusive pan-European security architecture. John Herz noted as early as 1950 that the more democratic states were at home, the more they seemed to insist on a dominant position in international institutions to defend liberal values from the rule of the majority. Liberal values build on the idea that tolerance is imperative, as all people and states have different ideas about the good life and their own path to development, yet the universality of values suggests that all states must develop along the same path, and the political West, as the champion of liberal democracy, is the civilizational teacher seeking to “socialize” the rest of the world. Liberalism has subsequently been promoted as a hegemonic norm.
The Revisionism of Hegemonic Universalism
The modern world order was established with the Peace of Westphalia in 1648, in which a hegemonic system legitimised with universalist claims was replaced with a multipolar system based on the cultural distinctiveness of states. The past 80 years have been a historical anomaly, with a bipolar system that collapsed and gave way to a unipolar system with one centre of power. The normal situation of the world has been a multipolar Westphalian system with a power equilibrium.
Over the past decades, hegemonic universalism transformed European states as national competencies were transferred to the US. US military dominance meant that Europe largely outsourced its security and foreign policy to the US within the format of the alliance system. US economic dominance meant that the international economic architecture, with banks, currencies, payment systems, and trade agreements, was largely administered by the US. Civil society in Europe and beyond has been managed by “non-governmental organizations” financed by the US government and cooperating closely with US intelligence services. The European political system is premised on the idea that loyalty to international institutions is more vital and moral than national interests, as Europe’s linkage to the US within the political West is the main source of stability and prosperity.
Return of Civilizational Distinctiveness
The hegemon is now gone, and the universal claims are rejected by the wider world. A multipolar world is already here, and the rising powers are demanding a return to a Westphalian world order of sovereign equals based on civilizational distinctiveness. As Xi Jinping insists, all civilizations have their own path to development, and no aspiring hegemon has the right to tell others how to develop. The return of rhetoric about civilizational states across the Eurasian continent signifies a rejection of unipolarity and universalism. New institutions such as the SCO and BRICS attempt to accommodate the multipolar world, yet new members are joining faster than institutional efficiency can adjust to.
The US has reluctantly already begun adjusting to these new realities, as it recognises it cannot be everywhere and must prioritise, while the language of liberal universalism is being replaced with national interests. New political forces are rising in the US that want to scale back the empire to save the republic, as a strategic retreat would allow the US to rebuild its strength and end the collective balancing by other great powers. What makes Europe so dangerous today is its weakness and panic due to the failure of finding a new role in the multipolar system. Security can no longer be based on the dominance of the collective West; there is no clear economic model; and the claims of representing universal values are no longer convincing. Yet the Europeans are not willing to recognise new realities and adjust accordingly by diversifying economic and political connectivity. The available evidence suggests that this will be a very turbulent transition from unipolar universalism to multipolar distinctiveness, and the new world will more likely be born through war than diplomacy
Ukraine is already providing an early glimpse of what may become a much larger post-war phenomenon: highly trained combat personnel, particularly special-forces and other specialists, carrying their battlefield skills beyond the borders of the countries, in which they acquired them, with many of them NATO trained.
History offers plenty of warnings. Africa has spent decades wrestling with the problem of demobilized combatants, soldiers and guerrillas, whose military skills suddenly have little obvious place in civilian economies.
South Africa and Georgia both provide instructive case studies. After apartheid, using the South African example, the labor force had to absorb, integrate or demobilize personnel from competing military and paramilitary structures. Thousands of former combatants faced unemployment and uncertain futures, while the new South African National Defence Force itself eventually had to undergo substantial downsizing, and not only among white troops.
So what happens when the largest European land war in generations finally winds down? What will the hundreds of thousands of Ukrainian servicemen do when the battlefield no longer needs them, and the economy cannot reintegrate them?
Many will also have significant trauma, both mental and physical, the former being far harder to identify, it is an unfortunate fact that many former combatants will have developed a taste for killing.
And that is where the story becomes considerably more uncomfortable.
In 2024, UNODC and international organized-crime specialists were already examining the possibility that Ukraine’s enormous post-war veteran population could become a source of organized-crime risk—not because veterans were inherently criminal, but because demobilization, weapons proliferation, inadequate reintegration and the availability of trained manpower could create conditions attractive to criminal networks.
Have Gun, Will Travel is an old American expression, but it may acquire a new geopolitical meaning in the aftermath of the Ukraine war. The world already has a market for soldiers, military trainers, private security personnel and combat veterans. Africa, the Middle East and other conflict zones have repeatedly demonstrated the demand for experienced men with battlefield skills.
Will wealthy states, such as the Gulf monarchies, Western governments, private military companies and international security organizations see this enormous reservoir of experience as a manpower pool to be exploited? Almost certainly in fact, it is already happening in Africa, where Ukrainian “specialists” are aiding terrorist groups, particularly in the Sahel, aiming to overthrow governments that have been causing the French problems.
It is doubtful that so many of these veterans be recruited for legitimate security and peacekeeping missions but rather for the less visible wars conducted through proxies, contractors and allied forces as US Flag Draped in Dover Delaware is not politically expedient.
The next major Ukrainian export may not be agricultural products, weapons, or drones. But battlefield tested military experience.
There is a particularly interesting precedent in Africa. War on the Rocks warned several years ago that the eventual end of the Ukraine war could produce an influx of experienced personnel into African conflicts. And we can now see the reverse phenomenon too: Russia has recruited tens of thousands of foreign nationals into its war, including substantial numbers from Africa.
The fact that Ukrainian personnel or Ukrainian-trained capabilities are already appearing in African theaters would suggest that the post-war question isn’t simply what happens to Ukrainian veterans inside Ukraine? It is also who will recruit their expertise internationally?
The broader literature is already warning about exactly this transition: the Global Initiative has specifically examined organized-crime risks surrounding Ukraine’s eventual veteran population.
Demand for armed warm bodies
That does not require those governments to deliberately create a “mercenary army.” Governments already have incentives to use contractors, partner forces, local auxiliaries and allied personnel when they don’t want to commit their own regular forces.
The postwar Ukrainian veteran question is potentially a major international-security story in its own right.
“The postwar disposition of Ukraine’s enormous veteran population could become one of the most important security questions of the post-war period. History shows that when large numbers of highly trained combatants are simultaneously demobilized, economically marginalized and connected to international illicit markets, some will inevitably find employment in private warfare, political militias, transnational security networks and organized crime.”
Africa provides some very strong precedents
This has happened repeatedly in Africa. Research on Angola, Mozambique, Namibia, South Africa and Zimbabwe found that poorly designed demobilization and reintegration programs could themselves create later security problems.
And the phenomenon isn’t limited to Africa. Research on Colombia found that demobilization of armed groups could increase some forms of crime—particularly robbery—where former combatants were not successfully reintegrated.
Ukraine could produce a much larger version of the problem
This is where the argument becomes interesting.
Ukraine is potentially different in scale, technological sophistication and international connectivity. A future Ukrainian demobilization could involve enormous numbers of veterans. One recent analysis by the Global Initiative Against Transnational Organized Crime estimates that Ukraine could eventually have up to nine million veterans, alongside millions of displaced people and refugees.
Obviously, nine million does not mean nine million armed or unemployed men. Most veterans will simply return to civilian life. But even a tiny percentage becoming involved in illicit activity could constitute a significant population.
The Financial Times reported that Colombian criminals have sought to send people into Ukraine to acquire advanced drone expertise and bring that knowledge back to criminal organizations in Colombia, and it is now becoming apparent the Mexican cartels are following suit.
The post-Soviet precedent is important too
There is another historical analogy that may be even more relevant than Africa: the breakup of the Soviet Union.
When the USSR collapsed, large numbers of trained military personnel suddenly found themselves outside a functioning Soviet military system. Some went into private security and legitimate military contracting; others became involved in mercenary activity. Former Soviet military personnel subsequently appeared in conflicts in Africa and elsewhere.
Ukraine is producing veterans with skills that did not exist at anything like today’s scale in previous wars—particularly FPV/drone warfare, electronic warfare and battlefield intelligence.
But there is another elephant in the room. The combat in Ukraine has been brutal, well beyond anything else seen in recent decades. Combined with the violently racist nationalist indoctrination by the Ukrainian government, this has created a large number of emotionally traumatised young men and women, for whom killing comes natural.
If enough of these individuals are recruited into the worlds conflict zones, either by state actors or the underworld and terrorists, the results will be absolutely horrific in terms of war crimes and brutality, as evidenced by the massacre of civilians during the Ukrainian invasion of Kursk, and now in Africa.
Those hoping to profit from the monster they have created may well find its teeth searching for them.
Jeffrey K. Silverman is a freelance journalist and international development specialist, BSc, MSc, based for 30 years in Georgia and the former Soviet Union
So, “Britain is back” and ready to provide glorious leadership to the rest of the world, to “solve shared problems we face.”
British Prime Minister Andy Burnham made his debut at the United Nations this week, addressing the 81st session of the General Assembly in New York.
“You can count on us,” assured Burnham. “Count on us to stand up for those long-standing British values of fairness and justice – our shared values – and for the UN Charter.”
Please, don’t make me vomit. Burnham was oozing noble values on the podium of the UN while Saudi warplanes were massacring Yemeni civilians in their homes – warplanes that are directed and refuelled by Britain (and the United States).
This week, Yemeni media reported that over 100 people, including women and children, were killed as Saudi F-15 and Typhoon fighter jets intensified air strikes on residential areas in the Red Sea cities of Mocha and Taiz. Al Masirah TV showed bloody images of two children killed by a Saudi airstrike in Mocha
On his way to the UN, Burnham announced that he had ordered the deployment of RAF refuelling planes to enable the Saudi air assault on Yemen. Of course, the British media described the move as “defensive aid”.
Earlier this month, Downing Street also approved the dispatch of British military advisors to Saudi Arabia. American advisors are also stationed there to assist in the war of aggression against its southern neighbor.
Yemen’s armed forces and the Ansar Allah militia are hitting back hard. They have overrun Saudi forces in key Red Sea positions and have shut down the Saudi oil industry and pipelines with drone and missile attacks.
But make no mistake, this is a Saudi war of genocidal aggression fully supported by the United States and Britain. The war has been going on since 2015, together with a blockade on Yemen that has resulted in an estimated 400,000 Yemeni deaths. A lull in fighting from 2022 was broken when the Saudis launched air strikes on the Yemeni capital’s airport in July. The Yemenis have hit back with a vengeance, targeting Saudi oil installations.
The Saudi monarchy has begged Trump to give more military assistance. But Trump is bogged down and out of his depth with his losing seven-month war with Iran.
This is where Burnham has entered the fray, responding to Saudi pleas for help by signing off on military deployment. This could prove to be a disastrous strategic blunder. No doubt Burnham is trying to ingratiate himself with Washington. His decision to send the RAF into battle this week came ahead of his first meeting with Trump on the sidelines of the UN. The American president gave him a symbolic pat on the head, saying, “he’s going to be a great prime minister.”
Trump had often ridiculed Burnham’s predecessor, Keir Starmer, for supposedly not offering more military support to the U.S. war aims in the Middle East. Burnham is showing himself to be more amenable, that is, pliable.
The British Butler is slaughtering his way into favor with Washington. Women and children are sacrificed in Yemen all to satisfy the sick “special relationship” between the U.S. and Britain.
Burnham is a fraud with this working-class Manchester accent and glib talk about the “need to do more to help people with the everyday cost of living.”
If you can bear to listen to his speech at the UN, it is a masterclass in British disinformation. It takes a special kind of person to deliver such arrant nonsense with a pose of sincerity.
The thrust of his whole address was to blame Russia for everything. From poverty and inequality in British society, to seething discontent among Britons towards their ruling class, to the war in Ukraine. It truly was a consummate performance in misdirection, the kind of charade that British politicians excel at.
He announced that Britain was launching a new National Centre for Information Defence, purportedly to combat Russian disinformation, which he claimed was “a poisonous tide” sowing division and instability among Britons.
According to Burnham, all that is broken and dysfunctional in British society is due to Russian infiltration. Nothing was said about bankrupt British capitalism and the warmongering of the British state fuelling a proxy war in Ukraine or aggression in the Middle East at the expense of social conditions in Britain.
Burnham’s “solution” to Britain’s endemic problems is to increase “national security” and state control over public information – all under the guise of “defending” Britons from being manipulated by Russian propaganda.
The Orwellian condition that Britain is sliding into is awesome.
This British prime minister dares to speak about British values and leadership and condemn Russia while he is approving the supply of long-range air strikes against Russia with British cruise missiles and drones.
The proof of Burnham’s fraudulence and moral bankruptcy is his decision to materially support Saudi warplanes in committing atrocities in Yemen. Murderous aggression is labelled “defense”.
Burnham’s dubious asset as a politician is his ability to articulate justification for slaughter and war with empty platitudes.
A particularly odious point in his UN speech was his claim that English workers allied with Abraham Lincoln in the American Civil War against slavery. As if English mill workers were representative of British “values”. What Burnham conveniently omitted was the much more heinous role of the British ruling class in creating the Atlantic slave trade.
Britain’s historic role in global exploitation and waging genocidal wars is something that damns its governments forever. Its ongoing role in enabling the slaughter in Ukraine and in Yemen is but two of the latest episodes of this British systemic criminality.
These are the British “values” that Burnham deftly concealed this week with his performative debut at the UN.
There have been many tipping points in history; to name just a few examples:
The Peace of Westphalia in 1648
The French Revolution of 1789
The Congress of Vienna in 1815
World War I in 1918
World War II in 1945
Many of these turning points led to shifts in power in Europe. These were merely transfers of power within the world we now call the “Collective” West. Examples include the collapse of the German Empire, the Austro-Hungarian Empire, the Ottoman Empire, and the Russian Tsarist Empire at the end of World War I.
These shifts in power were significant, yet what is happening now cannot be compared to past turning points, as they encompass the entire globe. The reins of power are not being handed over within the West; rather, there will be a shift in power toward the East and the “Global South.”
From Tipping Point to Entropy
The scale, the number of nations involved, the geographic scope, and the speed at which the current geopolitical crises are unfolding are truly astonishing.
Ukraine as a War Platform for the U.S., NATO, the EU, and Russia
Russia Will Prevail Militarily
Looking at the military reports from the front lines, it becomes clear to any observer that Russia will achieve its military objectives. While Russia might have relinquished the Donbas, Kherson, and Zaporizhzhia had a peace agreement been successfully concluded in the spring of 2022, such an agreement is unrealistic under the current circumstances, as Donetsk, Luhansk, Zaporizhzhia, and Kherson have been part of the Russian Federation since September 2022. It is currently unclear how far the Russian military advance will go. I have commented on this in my article “The Summer Peace Died,” to which I refer. For the situation on the front lines, I once again refer to Military Summary; I have been following this channel for nearly five years, and it provides objective reporting.
Catastrophic Mobilization Situation in Ukraine
There are thousands of videos showing young men being hunted down like animals on the streets throughout Ukraine in order to forcibly recruit them. Recently, however, videos have also been circulating that show some of those forcibly recruited being transported to the front lines without uniforms and even in handcuffs, like criminals—to prevent them from escaping. I’ll leave it to the readers to ponder the combat effectiveness of these men against battle-hardened and motivated Russian soldiers.
Armed guards transport mobilized Ukrainian men to frontline in order to prevent them from deserting. This is described as normal by the Ukrainian officer. Videos also show them in handcuffs. Zelensky & Western politicians call this freedom & democracy. pic.twitter.com/f6AGyuMpRX
The latest move by the Ukrainian military leadership is to forcibly conscript women. Given this situation, it’s no surprise that Scott Ritter stated that the Ukrainians are losing 30 times more soldiers than Russia. We hear nothing in the West about this inhumane treatment of their own soldiers in Ukraine.
Ukrainian volunteers, who later disappeared without a trace, are said to have used drones and artificial intelligence to count the number of soldiers’ graves throughout Ukraine. They counted 2,000,054 graves. Added to this are the dead buried by their own people in mass graves and the wounded—the Ukrainians’ losses do indeed appear to be astronomical. Nevertheless, Zelenskyy claims that only 50,000 Ukrainian soldiers have been killed. A few weeks ago, I attended a funeral in Russia. The soldiers’ graves are easily identifiable by the Russian flag and the flag of the fallen soldier’s unit. There were soldiers’ graves, but no sea of flags like in Ukraine.
Ukrainian volunteers, who later disappeared without a trace, reportedly used drones and artificial intelligence to count military graves across Ukraine. Their estimate was 2,000,054 graves. Yet Zelensky claims that only 50,000 Ukrainian soldiers have been killed. Does that mean pic.twitter.com/LeplE4H3n6
Military Victory Does Not Solve Russia’s Geopolitical Problem
Whatever needs to be achieved militarily, Russia will achieve it; however, this does not resolve Russia’s geopolitical problem on its western border, because the goal is not new territories, but peace in the West—a goal that Russia has literally been striving for centuries and has never been able to achieve. Time and again, Russia has been attacked from the West and has regularly paid a high price in blood, money, and industrial capacity—resources diverted to military spending rather than civilian purposes. As a result, Russia’s social development has been repeatedly set back.
If Russia wants to keep pace with the major powers in terms of its civilian economy in a sustainable manner, reliably securing its western border is an absolute prerequisite. Although Russia is the only industrialized nation in the world that is self-sufficient and thus capable of waging a war lasting decades, such a confrontation would massively hinder the country from achieving its actual development goals.
The U.S.’s Lack of Credibility in Negotiations with Russia
The U.S.’s lack of credibility in the eyes of Russia is multifaceted. On September 15, Foreign Minister Lavrov said, verbatim:
“If the Americans hadn’t backed away from the Anchorage agreements, if Europe hadn’t pulled them away from those agreements, we would have been living without war for a year now.” – Sergey Lavrov, September 15, 2026
Under this agreement, Russia would have made major concessions. Russia would have retained the Donbas, frozen the conflict in Zaporizhzhia and Kherson, and relinquished further territories. Objectively speaking, this was a bad deal for Russia, but it demonstrated the Russians’ considerable willingness to compromise. The Russians assumed that this verbal agreement was binding as a gentlemen’s agreement. However, gentlemen’s agreements should only be made with gentlemen. The Americans taught the Russians otherwise. The Russians are dismayed about this incident and have had to admit that no agreements are possible with the U.S. government. Personally, I’m surprised by the fact that this realization came so late. Even written agreements with the U.S. government are not to be trusted. This was evident in the breach of the Memorandum of Understanding that the Americans signed with Iran in June. Thus, one must conclude that this conflict—or any conflict in which the U.S. is directly or indirectly involved—must be fought to the bitter end. A bitter lesson for every contractual partner of the U.S.
The Risk of Escalation is Significant
Ukraine is desperately trying to officially draw NATO into this military conflict. It is astonishing that European countries—above all Germany and the United Kingdom—are not only signaling their willingness to do so, but are actually doing everything they can to prepare their people for a war with Russia.
Instead of naming many people, we’ll use Sir Jacob Rees-Mogg—former cabinet minister and Member of Parliament for North East Somerset—as an example. In this excerpt from an interview, he compares the situation with Russia—without naming it—to the situations during World War I and World War II:
European leaders are currently pivoting from “this is not our war” to “it’s your duty to die in a war with Russia.” pic.twitter.com/h2M0CBpk0g
Young people are thus being called to arms to prepare for war against Russia. In Germany, such efforts have failed miserably. Of the more than 300,000 young Germans surveyed, only 0.17% volunteered to serve in the Bundeswehr. Furthermore, it came to light a few days ago that the Bundeswehr itself could not even find 5,000 volunteers for a battalion in Latvia.
It is incomprehensible what these European countries are up to besides spreading propaganda. Even combined, the European countries do not possess military forces that would give them even the slightest chance of standing up to the Russian armed forces. The Russians are by no means impressed by this farce in Europe—they are disgusted by it. I assume that this war propaganda in Europe serves only to perpetuate the anti-Russian narrative.
Both President Putin and Foreign Minister Lavrov have repeatedly emphasized that they have no interest in attacking NATO targets outside Ukraine. However, if European countries are foolish enough to send even small European military contingents to Ukraine, the situation could change abruptly.
The greatest risk of escalation at the moment is that the Europeans, presumably in collaboration with the Americans, are planning a false flag attack in Europe in order to somehow trigger Article 5 of the NATO Charter. According to geopolitical analyst Warren Thornton, preparations for false flag attacks are in full swing. He writes on X:
THE FALSE FLAG
These are the areas that are the targets. The Mallorca airport in Spain. The Sorrento Continental Hotel in Italy. The Promenade De Anglais, Nice. The area to be launched from west of Sardinia. The agencies involved CIA, French Naval Intelligence Services and the… pic.twitter.com/ThDYyuZBOz
I can’t say whether this theory is correct, but it’s by no means far-fetched that the Europeans would attempt something so outrageous.
U.S. Military Campaigns in the Middle East Beginning in 2001
Looking back over the past 25 years, the U.S. has sought to reshape the Middle East according to the Wolfowitz Doctrine since 2001. None of the wars the U.S. launched during this period (Afghanistan, Iraq, Libya, Syria, Yemen, Somalia, etc.) were successful. In fact, it was already evident back then that the hegemon lacked the resources, military strategy, strength, and credibility needed to act successfully. However, if one’s view is that the actual intent was destabilization and chaos, then they were extremely successful. Nevertheless, they returned to the plan in collaboration with Israel, apparently after Israel had succeeded in completely undermining American policy.
Israel: Genocide and Greater Israel
The immediate starting signal for the “Genocide” and “Greater Israel” projects was given on October 7, 2023, when a military operation by Hamas was turned into a false flagattack to justify the genocide against women, children, and other civilians in Gaza and, later, in the West Bank and Lebanon. This, in turn, served as the starting signal for the continuation of the Greater Israel project; initially, Syria and Lebanon were attacked. Although the Western press not only downplays Israel’s genocidal and imperialist actions but also fully supports and fuels them—including through the media of “neutral” Switzerland—Israel is viewed with increasing criticism by the general public in the Western world. According to Pew Research, 60% of Americans view Israel negatively. The Western media thus conveys an image that finds no resonance among the general public.
When Israeli Prime Minister Benjamin Netanyahu took the podium to address the plenary session on Thursday, delegates to the UN General Assembly left the hall in droves.
NEW
UN General Assembly delegates stage a mass walkout as Israeli Prime Minister Benjamin Netanyahu takes the podium to address the hall pic.twitter.com/EcTpBBvjjM
It is important to me to continually remind my Western readers of what is actually happening in Gaza right before our eyes—eyes that many choose to close.
Major Escalation in the Middle East—Loss of Control
Starting in February 2026, events began to accelerate even further. Since then, everything has gone wrong for the West and Israel in the Middle East. The Global South has already wrested the initiative from the West. While Iran initially limited itself to responding to American-Israeli aggression, it is now the Iranians and the Yemeni Ansar Allah movement who are setting the pace.
Ansar Allah managed to bring the entire western coast of Yemen under its control in a very short time and thus controls not only the Bab al-Mandab Strait but also the island of Perim Mayyun off the coast. With virtually no Western media coverage, the advance continues, and it is quite possible that Aden will soon be captured.
Furthermore, the Saudis’ East-West pipeline was paralyzed and targets near Riyadh were attacked. So far, the Saudis have been unable to mount a serious military response to this large-scale attack, as they do not seem capable of doing so on their own, and repeated calls for help to Trump and others have been in vain. The Mecca Alliance, which unites Pakistan, Saudi Arabia, and Turkey in a military alliance, also appears to be a thing of the past, as even these “friends” refused to provide assistance.
President Macron’s grand announcement that he will send troops to Saudi Arabia won’t change any of that. “Arabia” is called Saudi Arabia because this country is ruled by a family—a tribe—the Sauds. A tribe that is protected by the Americans. However, there are approximately 100 other tribes within Saudi Arabia. It’s very possible that they could join forces with Ansar Allah and overthrow the House of Saud. The House of Saud no longer has any income and seems unable to continue buying off—as it has done until now—all those who could pose a threat to them. There’s a chance that the Saud house of cards will collapse, and if that happens, I wouldn’t give a penny for the remaining Gulf states.
Alastair Crooke also pointed out on several occasions that this dynamic could spill over into Iraq, another millennia-old civilization alongside Iran. If that happens, Kuwait will likely fall as well. Another smoldering conflict can also be detected in Jordan. It is therefore quite possible that the entire structure in the Middle East established by the British a good 100 years ago could collapse within a few months, without the Americans being able to stop this tsunami in any way. Arabia to the Arabs, Persia to the Persians, and the Americans out for good. If this happens, Israel will go from perpetrator to target; one certainly cannot speak of it as a victim in this context. How the emerging great powers of the Middle East will deal with the genocidal Zionists should be left to those who have suffered the greatest losses, for Palestinians are Arabs.
Europe
Chaos is once again rearing its head in Europe. Germany is the first country—once the world’s leading exporter and the major power in the EU—that is in danger of becoming politically ungovernable. The Alternative for Germany (AfD), which has been labeled as far-right and Hitler-like by the previously dominant parties and excluded from government participation by a so-called firewall, not only won landslide victories in two state elections in eastern Germany but also leads the CDU by a clear margin in national polls (30% to 20%). Chancellor Merz’s approval rating stands at 10 percent—a barometer that reveals the people’s dissatisfaction and would have driven any truly democratic chancellor to resign. Whether the Germans, in light of this political situation, will clench their fists and do nothing, as they have in the past, remains uncertain. The chancellor’s downfall would be good for Germany. The AfD is the only major party seeking dialogue and peace with Russia, which is not only desperately needed by this once-thriving industrial nation but is also a prerequisite without which it cannot survive economically. The alternative to real and fundamental political change in Germany is the war against Russia sought by Chancellor Merz and the ruling political elites. The last time Germany went to war against Russia in 1941, Adolf Hitler sent 3.7 million soldiers eastward and failed, despite the Germans’ genocidal behavior, which cost the lives of approximately 17 million civilians. As already explained above, the Federal Republic of Germany today finds itself unable to assemble a brigade of 5,000 volunteer soldiers for the Baltic states. This does not seem to concern the chancellor, which is a clear sign of the madness that has taken hold of him. This is strong evidence that he is acting in the interests of a power located outside Germany. One would be a naughty person to believe that this has anything to do with his BlackRock past. Those who managed to install him as chancellor can pat themselves on the back, as they’ve snagged a puppet at the bargain price of a few million.
The following clip shows how the new leadership in Berlin is presenting itself—the Left has taken over. No words needed:
The situation in the rest of Europe is no more encouraging. The presidential election in France will take place in April 2027. Macron is no longer eligible to run, and Marine Le Pen has a significant lead over the other candidates. The situation is thus similar to that in Germany: a party that is denounced as far-right by the parties currently in power, yet is the most popular among the people. Le Pen’s position on peace with Russia is unclear—she seems to be speaking with a forked tongue: on the one hand, she wants a negotiated peace, but at the same time supports the training of Ukrainian troops. A seasoned politician who positions herself to capture as many votes as possible. France’s financial situation is grim, with no silver lining. The rise in the interest rate on 10-year French bonds over the past twelve months has been even steeper than in any other European country.
Trump
President Trump’s policies only seem difficult to understand at first glance. His constant flip-flopping on Ukraine, Iran, and Israel is counterproductive and damaging to the U.S.’s reputation on the world stage. The reason behind Trump’s current actions is the midterm elections in November. Trump is struggling with the high oil prices he himself has caused, which he can prevent from spiraling out of control by manipulating the futures markets. However, actual market prices are 30% to 50% higher than the manipulated, fantasy futures prices. The fact that futures prices are indeed manipulated is evident, for example, in diesel prices at gas stations, which are moving in only one direction and have reached unprecedented levels worldwide. Diesel is the lifeblood of the American economy, and high prices are one of the biggest drivers of inflation, since virtually all goods are transported by trucks, agriculture depends on it, and large parts of industry rely on diesel. Trump’s latest farce: He’s blaming Zelenskyy for the high diesel prices because Ukraine is attacking Russian refineries; he’s doing this solely to divert attention from the biggest price drivers—the blockades of Hormuz and Bab al-Mandab.
Somehow, Trump wants to turn things around, but it seems that he will lose the midterm elections coming up in about six weeks. According to Polymarket, an American online prediction market where users bet on the outcomes of future events—with market prices reflecting collective probability estimates—the probability that the Republicans will lose their majorities in the House of Representatives and the Senate stands at 66%. Should this come to pass, Trump will likely face impeachment proceedings. He then runs the risk of going from a lame duck to a dead duck and being replaced by his turncoat vice president, Vance—not a promising outlook for the United States.
Trump’s latest appearance this week before the UN General Assembly was a testament to his psychopathic nature: He announced—nota bene after the election—that he would either make Iran a rich country or obliterate it completely.
Trump is every bit as bad as Adolf Hitler. In his speech at the Berlin Sportpalast on September 4, 1940, Hitler said, “We will wipe out their cities.” Trump wants to wipe out a 5,000-year-old civilization—without any legal basis, of course—acting like a god. In doing so, Trump is publicly calling for the genocide of an entire civilization. One might wonder whether he belongs in prison or in a psychiatric hospital, but the fact that he can make such statements before a global audience with impunity shows the depths to which Western civilization has sunk. I refer to a speech I gave in Switzerland on September 3.
The Financial Markets
I have made numerous comments on the instability of the financial markets. Now my dire predictions seem to be coming true. In addition to the overvaluations in the stock markets, I have repeatedly pointed out the unsustainable situation in the bond markets. Among the more astute market participants, fear is beginning to set in. Mr. Bessent has lost control of interest rates. On August 28, 2026, I looked at the average interest rate the U.S. had to pay on its debt; at that time, it stood at 3.35% (May), resulting in an annual interest burden of 1,340 billion. Today, this average interest rate stands at 3.49% (August); the debt mountain currently stands at 40,070 billion, meaning it has already increased by another 70 billion. Annual interest payments have thus risen by 56 billion to 1,396 billion per year in this short period of time.
Over the past 28 days, the yield on the 10-year U.S. Treasury bond has risen from 4.722% to 5.185%, an increase of 0.46%. It does not appear that this trend will change. If this pace continues, not only will the government bond market collapse, but so will the towering mountains of debt in the AI sector. The same picture is emerging in Europe and Japan as well. The question isn’t whether the collapse will happen, but when—and who the U.S. will let go first: the Japanese or the Europeans. That is my personal opinion. When it comes to timing, I’m regularly wrong, which has taught me not to be active in these markets. I have the great privilege of meeting regularly with one of the world’s most successful investors. At our last meeting, he agreed with me in principle but remarked that I couldn’t possibly imagine what tricks and means the Americans still have at their disposal to delay the inevitable.
The scale of this crisis will dwarf anything humanity has ever seen. Compared to today, the 2008 crisis was a stroll through a sunny park with a delicious picnic. Such a collapse in the West will also affect the countries concerned’s geopolitical freedom of action; suddenly, everyone will be very preoccupied with their own problems. No one knows whether this will lead to an escalation in the geopolitical arena. What is certain, however, is that the “experts”—who are still driving the markets forward with their jubilant cheers—will solemnly declare that this simply could not have been foreseen—as always.
Entropy
All of these individual tectonic shifts lead to what can be described as entropy, a term from thermodynamics. Applied to geopolitics, I describe the situation as a massive, irreversible state of disorder and uncertainty within the various international systems. Existing power structures, rules, institutions, and hierarchies are losing their cohesive power, and a new order that would promise stability is not in sight.
For the collective West, which until recently held the reins firmly in its hands, is unwilling to make compromises so as not to jeopardize its position as a hegemon.
The Global South, taken by surprise by the rapid pace of events, has not yet devised a coherent, unified, and effective policy to wrest power from the West.
It appears that the Global South, under the military dominance of Russia, China, and—most recently, Iran as the fourth major military power—is in the process of adapting to the new circumstances and coordinating its efforts, which will ultimately lead to its victory.
How long this will take, however, and whether the West will use nuclear weapons to maintain its hegemony remains to be seen—though I would like to express my doubts on this point. So far, only Adolf Hitler believed that Germany should go down with him. Let’s hope that cooler heads are in control of the apocalyptic buttons.
The persistence of current geopolitical alignments, the attention of Eastern actors to the region, the strengthening of Sanaa’s position in the Red Sea, and the expansion of regional opposition to the UAE’s role will diminish Abu Dhabi’s role in the region.
For the past ten years, the Southern Red Sea has been a pivotal factor in the UAE’s foreign policy. Over the past decade, the UAE has built a layered maritime, air, and commercial infrastructure network, including military bases, in the Red Sea or near Yemen, Somaliland, Somalia and Sudan, starting from 2015.
According to some estimates, the value of UAE investments along Africa’s coastal regions and the Arabian Peninsula amounts to $60 billion.
In September 2015, the UAE established its first military base in Africa, in Eritrea. These bases possessed strategic advantages: the ‘protection of interests’ and control over the security and economic architecture of international maritime routes.
With the signing of the Abraham Accords in 2020, cooperation between Tel Aviv and Abu Dhabi in the Red Sea intensified.
The UAE’s approach—channeled through companies such as DP World and Abu Dhabi Ports—is centered on controlling ports, strategic waterways, military bases, and key trade and energy routes in the Red Sea and the Gulf of Aden, in coordination with the United States and its allies. Abu Dhabi’s approach also included engagement with non-state armed actors and separatist movements in Yemen, Sudan, and Somalia.
Factors Behind the UAE’s Diminishing Role
Over the past decade, the UAE emerged as a party to the conflicts in the southern Red Sea. However, geopolitical developments over the past year signal a gradual decline in the UAE’s role in the southern Red Sea.
Several factors are also significant, stemming from US and Israeli military strikes against Iran, the war between Sanaa and Saudi Arabia, Saudi-Emirati rivalry in the region, and disputes among African states.
Sudan’s value lies in its geopolitics. With 853 kilometres of coastline and several key ports, Sudan constitutes a vital link in the Red Sea.
The Sudan war since April 2023 has created conditions for the expansion of the UAE’s role. The UAE faces accusations of providing training and logistical support to the Rapid Support Forces (RSF). Human rights and political demands against the UAE has increased.
The UAE also maintains bases inside Sudanese territory. However, the ongoing war in Sudan and the support of allies for the Sudanese government have led to increased pressure on the UAE.
Riyadh regards the Red Sea as part of its strategic interests and its exclusive backyard. Abu Dhabi and Riyadh each view the other as a direct threat to their position and interests in parts of the southern Red Sea. Thus, the reduction of the UAE’s footprint in the southern Red Sea constitutes a strategic gain for Riyadh. Riyadh has effectively sought to weaken Abu Dhabi’s role.
In late 2025, Saudi Arabia’s support for Yemen’s Presidential Leadership Council (PLC) resulted in pressure being brought to bear on UAE-backed forces.
In July 2026, Saudi Arabia hosted talks among 14 countries—including Egypt, Djibouti, Sudan, and Somalia—which established a multinational maritime defence alliance. The UAE and Ethiopia were excluded from the list.
The formation of a Riyadh-led Red Sea maritime task force—with the participation of Turkey, Egypt, Djibouti, Somalia, and Eritrea—without coordination with the UAE amounts to a further constriction of the UAE’s role in the region.
Despite ongoing Egyptian–Emirati consultations on guaranteeing maritime navigation security in the Red Sea and Bab al-Mandab, Egypt’s foreign policy is not aligned with the UAE’s interests in Sudan and the Red Sea. Additionally, the alignment and coordination among Israel, India, the UAE, and Ethiopia are not particularly consonant with Egypt’s interests in Ethiopia and the Red Sea.
Until last September, the UAE played a significant role in the southern Yemeni islands of the Red Sea and in southwestern Yemen. However, Sanaa’s advance in the eastern Red Sea—the port of Mokha, Mayun Island, and other archipelagos north of the Bab al-Mandab Strait—in September 2026 inflicted negative and fundamental consequences on the UAE’s regional role.
Sanaa’s advance amounts to the nullification of the presence of Emirati actors in Yemen’s future political sphere. Sanaa is seeking to consolidate itself as a strategic “node” within the Iran-led Axis of Resistance.
Despite Cairo’s opposition to Sanaa’s proposal for maritime navigation coordination in the Red Sea, Sanaa—having secured control over the most important islands and cities overlooking the Bab al-Mandab Strait on the Yemeni side—is calling for the formulation of new rules to ensure security and navigation in the region. Ansar Allah’s control over Bab al-Mandab could put the UAE under pressure. Any expansion of Sanaa’s role in Sudan could likewise prove detrimental to the UAE.
Amid tensions between the United States and Iran, Abu Dhabi finds itself facing a more constrained strategic space.
The UAE’s alignment with the United States is, in a sense, also an intensification of Abu Dhabi’s tensions with Iran in areas such as the Red Sea. Unlike the UAE, Iran is seeking better relations with the Sudanese government. Many in Iran believe that Israel and the UAE are devising an economic and geopolitical plan to control the vital routes of the Red Sea and Yemen’s ports.
With Israel’s formal recognition of Somaliland in December 2025, many in the countries of the southern Red Sea have linked it to the UAE.
After years, Eritrea revoked the UAE’s access to its military infrastructure. Eritrean officials have recently made sharp statements about the UAE and Israel—particularly regarding Tel Aviv’s recognition of Somaliland.
Eritrea is providing frontline support to the Sudanese Armed Forces. Any deeper alliance between Eritrea and Sudan, Iran, Russia, China, and Sanaa could diminish the UAE’s regional role in the Red Sea. Additionally, some countries and actors near the Red Sea also hold a negative view of the UAE’s regional role.
The Somali government’s decision in January 2026 to sever relations with the UAE is, in a sense, a counter to the UAE’s role in the Somaliland and Puntland regions. Somalia has revoked all agreements with the UAE, including cooperation as well as security and defence arrangements. This move has negative implications for the UAE’s role in the southern Red Sea.
Moreover, the southern Red Sea plays a pivotal role in the regional strategy of Russia and Beijing. For example, apart from China’s role in Djibouti, Beijing is Eritrea’s principal creditor and has expanded its influence in Sudan.
The developments of the past year have also contributed to a decline in the standing of the UAE’s allies in the region.
Outlook
The US presence in the Red Sea’s African states is rooted in counter-terrorism and anti-piracy operations.
The European Union’s presence in the region, via Operation ASPIDES, is limited to commercial shipping in the Red Sea and the Gulf of Aden.
Despite the UAE’s formal withdrawal from some bases, its economic and security influence, as well as its soft-power instruments, remain strong.
A decrease in UAE military deployments in the region could negatively impact its support for allies in Yemen, Libya, and Sudan.
The UAE continues to have significant economic potential, secure partnerships, and influence in the southern Red Sea. In a way, this is considered a threat and a risk to certain African nations in the Red Sea region.
Certainly, a more extensive Sanaa presence over Bab al-Mandab, strategic coasts, and islands could confront Abu Dhabi’s maneuver and role in the southern Red Sea with a structural challenge.
The UAE’s approach in ports, logistics, energy, and other strategic infrastructure—along with deeper defense and security coordination with the West in the southern Red Sea—is likely to continue. However, the expansion of the UAE’s role also requires an extensive US presence in the Red Sea.
Moreover, the persistence of current geopolitical alignments, the attention of Eastern actors to the region, the strengthening of Sanaa’s position in the Red Sea, and the expansion of regional opposition to the UAE’s role will diminish Abu Dhabi’s role in the region.
Samyar Rostami is а political observer and senior researcher in international relations.
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