❌

Reading view

The Five-Year Fuel Crisis: Why the World Economy Is Paying for a War It Thinks Is Ending

By Larry C. Johnson | SONAR21 | October 4, 2026 

Once again Karl W. Miller has put numbers to a problem that most of the commentariat still treats as a temporary price spike. His latest forward outlook, “The Five-Year Global Energy Crisis,” dated October 3, makes an argument that should alarm every finance ministry from Berlin to Jakarta. The war’s damage to Gulf energy infrastructure is not a disruption that ends when the shooting stops. It is a reconstruction problem measured in years and trillions of dollars, and while it is solved, the world will be short of the fuels that run its economy.

A ceasefire is not a repair crew

Miller’s central insight is simple. A ceasefire can reopen a shipping lane overnight. It cannot manufacture a compressor, mobilize commissioning engineers, or pay a contractor. The next phase of this crisis, he writes, is a competition for cash, equipment, qualified contractors and finished fuel.

His cost model is sobering. In his aggressive case, rebuilding the damaged Gulf energy system requires $1.16 trillion in total program funding. Under prolonged stress, with scarce equipment, rising prices and delays, the bill reaches $2.53 trillion. Even his most favorable case runs to nearly half a trillion dollars. He is careful to say these are model outputs, not contractor quotes, and that the true extent of the damage is the largest unknown. An April assessment put energy-related repair costs at only $34-58 billion. But the direction of his argument doesn’t depend on the exact figure. Every month of delay makes the same repair more expensive, because the global market for specialized equipment and crews is already stretched by LNG expansions, refinery maintenance and power projects elsewhere.

The timeline is just as stark. Weighted by cost, the rebuild averages almost five years from today. Only 60% of the work finishes by 2031, and the longest-lead packages run to seven years.

The money problem comes first

The most original part of Miller’s analysis is about cash. A damaged refinery may be worth rebuilding and technically repairable, and still sit idle because the government that owns it has to pay for food imports, salaries, electricity and water first. Lost export revenue doesn’t stop those bills. When a state borrows to keep paying them, that money can’t also pay an engineering contractor.

Iraq shows the problem in practice. In July, it faced a monthly public salary obligation of about $5.96 billion with a funding shortfall of $2.52 billion. A government in that position rebuilds nothing. It pays its people, and the export capacity that would restore its revenue waits. Miller’s warning is that this trap can stop reconstruction before it starts: without engineering funds and vendor deposits, factory slots go to other customers and delivery dates slip.

The fuel gap is the global transmission belt

For the rest of the world, the damage arrives through diesel and jet fuel. The figures Miller cites are already severe. Gulf diesel net exports in August were just over a quarter of prewar levels. Combined Gulf and Russian diesel exports were 1.6 million barrels a day below February. Global oil stocks had fallen 507 million barrels since February, and global refinery throughput in August was 4.2 million barrels a day below a year earlier.

Looking forward, Miller’s severe case assumes a shortfall of at least 3 million barrels a day of diesel and jet fuel, every year for five years. That’s about 1.1 billion barrels a year and 5.5 billion barrels over the period. He is explicit that this is a deliberate stress test, not a forecast, and that a faster-recovery path closes the gap by the fourth year. But the stress case is a plausible one. Restored capacity can be absorbed by refinery outages, deferred maintenance, recovering demand and delivery bottlenecks. Damaged refineries don’t come back at full capacity on the first day.

Inventories cannot fill a gap of that size for that long. Five and a half billion barrels is far beyond any country’s emergency stocks, which is why drawing down Europe’s reserves now, under pressure from Washington, only buys weeks. Without enough new supply, the balance can close in only one way: by using less fuel.

How the shortage reprices everything

The economic damage extends well beyond the missing barrels. When supply falls short, buyers bid for the marginal cargo, and that bid sets the price for all the fuel still being bought. Miller’s illustration: a $40-a-barrel premium across 10 million barrels a day of purchases adds $146 billion a year to fuel bills. Applied only to the 3 million missing barrels, it would add $43.8 billion and badly understate the real cost.

Scarcity also reprices credit. At $150 a barrel, a buyer purchasing 1 million barrels a day needs $2.25 billion to hold 15 extra days of inventory, and $3 billion at $200. Longer voyages tie up more fuel and more money in transit. A supplier can have the barrels while its customer can’t get a letter of credit. And a cargo that wins a bidding war for one country leaves another short. Competition redistributes the shortage before it eliminates it.

Who absorbs the shock

Diesel carries the crisis into the real economy. It runs road freight, farm machinery, mines, construction fleets and backup generators, none of which can switch fuels quickly. Higher diesel costs pass straight into freight rates and food prices, and when diesel isn’t available at any price, activity simply stops. Jet fuel carries the shock into aviation: higher fares, fewer routes and higher air cargo surcharges. Kerosene hits the households with the least room to adjust, in countries where it is still used for heating, cooking and lighting.

Miller’s regional assessment follows the money:

  • Europe competes for replacement diesel and jet cargoes while running its refineries close to their limits.
  • South and Southeast Asia face higher import bills, currency pressure and greater need for trade credit.
  • Africa and smaller importers are the most vulnerable. Tenders fail, credit lines run out, and small cargoes become uneconomic long before global stocks are exhausted.
  • The United States and other Atlantic suppliers face export demand competing with their own diesel needs, with refineries running so hard they have little tolerance for outages.

The ultimate balancing mechanism is demand destruction: freight deferred, low-margin factories idled, flights cancelled, and poorer importers losing every bidding contest. Miller warns against mistaking that for recovery. Lower consumption caused by rationing through price or credit is not a repaired energy system.

Case study: Europe

Europe shows what Miller’s framework looks like in practice. The continent burns about 5 million barrels of diesel a day, fuel for the trucks that move its goods, the tractors that plant its crops and, as winter approaches, the boilers that heat millions of homes.

How much does Europe produce, and how much does it import? Running flat out, EU refineries can produce roughly 4.5 to 5 million barrels a day of diesel and gasoil, and they are already operating close to their maximum. That leaves Europe roughly 85-90% self-sufficient at best. The remaining 10-15% comes from imports, and that margin sets the price for the entire market. Kepler puts the EU’s diesel imports from outside the bloc at about 580,000 barrels a day this year. Britain, which lost much of its refining capacity over the past two decades, is far more exposed: it imports more than half the diesel it uses.

The origin of those imports has changed dramatically. Russia was long Europe’s largest outside supplier until the EU embargoed Russian diesel in 2023. The Gulf filled much of the gap, until the war cut it off. Since March, the United States has supplied more than half of Europe’s diesel imports, and more than two-thirds in August and September. Europe has traded dependence on Moscow for dependence on Washington, and Washington has just shown it is willing to use that leverage, threatening an export ban unless Europe released its emergency stocks.

Europe’s diesel depends on imported crude as well. Its refineries run almost entirely on foreign oil: the EU imports about 97% of the crude it consumes. But the Gulf was never Europe’s main crude supplier. In 2025, Gulf Cooperation Council states supplied only about 7% of EU crude imports, Iraq another 5.8%. Europe’s crude now comes chiefly from the United States, Norway and Kazakhstan, which together supplied nearly half of EU petroleum imports in the second quarter of 2026. The volume has held steady; the bill rose 56%. But the crude isn’t the crude Europe’s refineries were built for. Much of Europe’s refining capacity was designed around medium sour crudes such as Russia’s Urals, with conversion units that turn the heavier part of the barrel into diesel. American shale crude is light and sweet. It refines readily into gasoline and naphtha, but it yields proportionally less diesel and jet fuel, the very products Europe is short of. As Miller notes, sour crude isn’t uniquely required to make diesel; the replacement barrels work, but not at the same yield or cost. The Gulf supply Europe really lost was finished diesel from Gulf refineries, and that is what the United States has replaced. The result is a double dependence: Washington is now Europe’s largest supplier of both the crude its refineries run and the diesel they can’t make. Even the non-American barrels carry risk. Most Kazakh crude reaches Europe through a Black Sea terminal at Novorossiysk, on Russian soil, a route that has already been hit by Ukrainian drones.

How long can Europe store diesel? This is where Europe’s apparent cushion turns out to be thinner than it looks. Unlike crude oil, which can sit in salt caverns for decades, diesel degrades. Under ideal conditions, conventional ultra-low-sulfur diesel can typically be stored for six to twelve months. With stabilizers, biocides and well-managed tanks, that can be extended to 18 to 24 months. Oxidation forms gums and sediment, water collects, and microbes grow in the fuel.

European diesel has an added problem. The EU standard, EN 590, allows up to 7% biodiesel in road diesel, and biodiesel oxidizes faster than petroleum diesel. Concawe, the European refiners’ research association, recommends a maximum storage time of six months for biodiesel and current blends containing it. Strategic stockholders can extend that by holding biodiesel-free product, but even then the reserve has to be rotated, sold into the market and replaced with fresh fuel on a cycle of a year or two.

That changes what Europe’s reserve really is. EU countries and Britain held about 52 million tonnes of gasoil and diesel in June, including nearly 38 million tonnes of emergency reserves, roughly two months of consumption. But a diesel reserve is not a stockpile Europe can fill once and forget. It is a stock that must be continually turned over, which means continually bought, and bought in the same tight market Miller describes. Every barrel released now to satisfy Washington has to be replaced later, at a higher price, from suppliers who are already short. And because diesel degrades, Europe can’t solve the problem by buying extra while it’s cheap and holding it for years. A reserve with a shelf life of a year or two cannot cover a structural deficit that Miller’s severe case puts at five years.

The conclusion for Europe is stark. It produces most of its own diesel but has no spare refining capacity. It depends on imports for the margin that sets prices, and those imports now come mostly from a single supplier that has shown it will use them as leverage. And its emergency reserve is both perishable and finite. In Miller’s terms, Europe is one of the buyers most exposed to the marginal cargo, and the least able to wait out a five-year shortage.

The implications for the global economy

Put together, Miller’s analysis describes a world economy facing a prolonged supply shock, not a temporary one. Fuel costs feed into nearly everything, so central banks fighting the inflation this crisis has already produced will face pressure for longer than they expect. Emerging-market importers face a combination of high fuel bills, weak currencies and tighter credit that has historically produced debt crises and unrest. And the reconstruction itself will absorb capital, equipment and specialist labor that would otherwise build new energy supply elsewhere, so the shortage may delay the investment needed to end it.

Miller’s strategic conclusion is the one policymakers least want to hear. Ending the conflict removes one source of disruption. It does not repair the energy system, which requires a separate sequence of financing, engineering, manufacturing, construction and commissioning that will take years. Until that is done, reliable fuel and the cash to buy it will determine which economies absorb the burden. Neither will be distributed evenly.

Latest videos

  •  

Trump’s Big Bluff on Iran

By John J. Mearsheimer | October 4, 2026

The Trump administration and its supporters – including the Wall Street Journal editorial page – are working overtime these days to spin the news around the Iran war to make it appear that the US is winning and Tehran had better submit to Washington’s demands before it is wrecked, maybe even “annihilated.” Indeed, Trump is preparing the option of bringing the military hammer down on Iran after the midterm elections if Tehran has not surrendered by then.

In effect, Trump and his supporters are waging a “maximum pressure campaign” against Iran in the mainstream media.

This campaign is sure to fail. If anything, it reflects the Trump administration’s desperation. The president started a war the United States was bound to lose, and there is little he can do now to change that basic fact.

Trump’s propaganda campaign has two dimensions – one economic and the other military.

First, the administration argues that Iran is being economically strangled by the US naval blockade coupled with Operation Economic Outcast, the strategy announced by Treasury Secretary Scott Bessent on 24 August 2026. At the same time, it maintains that oil is once again flowing out of the Gulf at rates not far below those that prevailed on 27 February 2026. The implications are obvious: the economic punishment being inflicted on Iran will force it to capitulate soon, while the US economy – and the international community more generally – is well on its way to recovery.

Second, the US is now building up its military forces for a massive military strike after the mid-term elections, when Trump will be free of electoral constraints. This growing threat of a devastating US attack, coupled with the economic pain being inflicted on Iran, is designed to get Tehran to quit now, before its situation becomes even worse.

There are huge problems with this strategy. It sounds persuasive when the mainstream media dutifully purveys it, but it falls apart when one looks closely at what is actually happening.

Consider the military dimension. The headlines say the US is sending 10,000 additional troops and a third aircraft carrier – the USS Theodore Roosevelt – to the Persian Gulf region, creating the impression that Iran will soon be confronting three American carriers. Moreover, the additional troops – on top of the roughly 50,000 US troops already in the region – are portrayed as evidence that Trump is seriously considering putting boots on the ground.

The aircraft carrier story, however, is quite different from what the headlines suggest. The Roosevelt is reportedly being sent to replace the USS George Washington, while the supposed third carrier, the USS George H.W. Bush, has already left the Middle East and is now in Thailand. Thus, there is presently only one carrier in the region. Indeed, this is the first time during the war that the US has only one carrier in the Middle East, and it is difficult to imagine that there will be more than two – if even that many – after the midterm elections.

The larger problem is that the Iran war is severely straining the US Navy. Its senior leaders warn that the current operational tempo is not sustainable indefinitely. Carriers and other warships are being rotated through extremely long deployments, which cause significant maintenance and readiness problems that will have to be addressed at some point. This problem is compounded by the fact that US ships have lost access to nearby logistics facilities and increasingly depend on a supply chain that reaches back to Diego Garcia, which is about 2,500 miles from the Persian Gulf.

But even if three carriers are available to strike Iran, what could they accomplish in a renewed air campaign that the US and Israel could not accomplish together during the failed 40-day bombing campaign between 28 February and 8 April 2026? Some might argue that the US could finally destroy Iran’s oil infrastructure. The problem, however, is that Iran retains a second-strike capability and could retaliate by wreaking havoc on the oil infrastructure of the GCC states. One shudders to think what the consequences would be for the international economy.

On top of all this, the US faces a serious shortage of high-end weaponry, which is one of the main reasons it ended the 40-day bombing campaign and has shied away in recent weeks from engaging in tit-for-tat bombing exchanges with Iran. One would think that the shortage of critical munitions – both for striking Iran and defending against Iranian retaliation – would limit the scope and intensity of any renewed strategic bombing campaign, thereby reducing its chances of success.

Regarding ground forces, simply counting the number of U.S. military personnel in the Middle East is misleading when assessing the possibility of putting boots on the ground. What matters most in a ground war is the number of troops in actual ground-combat formations. I estimate that, of the roughly 50,000 U.S. military personnel already stationed in the region, about 5,000 belong to such formations: roughly 2,200 Marines and sailors in the 11th MEU, 2,000 soldiers from the 82nd Airborne, and possibly another 800 Army personnel in Kuwait associated with Task Force Spartan. Of the roughly 10,000 additional personnel now being sent to the region, another 2,200 belong to the 13th MEU. Most of the remainder are sailors assigned to the Theodore Roosevelt carrier and its supporting warships. Thus, given present deployment plans, I estimate that by late November the United States will have just under 7,500 personnel in ground-combat formations in the Gulf region—roughly 4,400 in the two MEUs and 2,800 Army personnel.

There is no way a ground force that small provides a promising option against a country with Iran’s population and geography. Even tripling that number to roughly 23,000—which is highly unlikely—would not fundamentally alter the problem. Retired Army General Barry McCaffrey estimates that securing the Strait of Hormuz would require roughly 150,000 troops and three to six months of fighting. For comparison, Russia invaded Ukraine in February 2022 with roughly 190,000 military personnel, and that force proved insufficient to hold much of the territory Russia initially captured. Iran has more than twice the population Ukraine had at the beginning of the Russian invasion, and its geography is considerably more forbidding for an invading army.

Simply put, the United States has not assembled anything remotely resembling the ground force required for a large-scale invasion of Iran. Indeed, from Tehran’s perspective, an American decision to launch such an offensive with anything resembling the forces presently available would present Iran with an opportunity to fight the United States under exceptionally favorable circumstances.

At the risk of beating a dead horse, two further points are in order. First, given how unpopular the Iran war is with the American public, there would almost certainly be a huge uproar if large numbers of US soldiers began coming home in body bags. Second, how are the Marines, who are aboard amphibious assault ships, supposed to land on Iranian territory if the missile and drone threat from Iran is forcing the US Navy to keep those large and vulnerable ships far from the Iranian coast?

Let’s turn to the economic dimension. There is no question that the US is doing great damage to Iran’s economy and inflicting enormous hardship on the Iranian people. But that has been true for a long time. The key question is whether that punishment can coerce Iran into surrendering to American demands.

There is no evidence that Iran is caving in to American pressure, and there are three reasons to doubt that it will. First, it is exceedingly difficult to find a case in the historical record in which an economic blockade by itself caused the target state to surrender. Second, Iran sees the US and Israel as existential threats to Iran – hardly surprising given the genocidal language Trump has used when talking about Iran – and states that believe their survival is at stake are exceptionally difficult to coerce. Third, Iran has a formidable escalation option if the economic pain becomes too great: it can attack the oil and gas infrastructure of the Gulf states and Israel, as well as their highly vulnerable desalination plants.

In short, it is difficult to see economic pressure alone forcing Iran to accept Trump’s terms. That is probably one reason the United States is once again talking about using military force. But, as I argued above, that option holds little promise of producing a favorable outcome.

Finally, there is no question that more oil is flowing out of the Gulf today than was the case in early September. But both Iran and the Houthis are working hard to reverse that trend. Iran is attacking US-escorted tankers on a daily basis, while the Houthis are targeting vital oil infrastructure inside Saudi Arabia. Moreover, despite the increased flow of oil out of the Gulf, gasoline prices remain very high, and a host of other economic problems show no signs of easing anytime soon, including high diesel prices, persistent inflation, elevated mortgage rates, and dangerously high bond yields across much of the West.

All of this is to say that the Trump administration has powerful economic incentives to shut this war down as soon as possible. Indeed, it would hardly be surprising if there were a growing sense of desperation behind closed doors among Trump and his advisers.

This, of course, helps explain why the Trump administration and its allies are waging a media campaign designed to persuade Iran that its days are numbered and that it had better concede to American demands before it is too late. The facts, however, tell a different story. The success of this strategy therefore depends on Trump being able to bamboozle the Iranians into believing that Godzilla is closing in on them. There is little reason to think Tehran will be hoodwinked.

  •  

Swiss scammed out of millions by Ukraine-linked call centers – media

RT | October 5, 2026

Swiss police are investigating a sprawling fraud operation with suspected links to Ukrainian scam call centers, an industry said to be worth billions to corrupt officials in Kiev, Neue Zurcher Zeitung (NZZ) has reported, citing law enforcement officials.

According to a report on Sunday, NEDIK, the police network coordinating Switzerland’s fight against digital crime, recently recorded an increase in fraud offenses suspected of having links to Ukraine. The network declined to provide nationwide figures “for tactical reasons,” but noted that at least four fraudulent call centers in Ukraine have been identified in international investigations involving Swiss authorities, with Swiss and German citizens among their main victims.

One investigation by Bern authorities, reportedly underway for years, concerns a man suspected of operating several call centers in Kiev. On just one platform allegedly linked to the operation, reported losses in Switzerland amounted to nearly 4 million Swiss francs ($4.8 million).

Several Ukrainian nationals have also recently been arrested in Swiss cantons for allegedly acting as cash collectors in telephone scams. In St. Gallen in early September, a person posing as a bank employee called a 93-year-old man and instructed him to withdraw and hand over a large sum of money. Police later arrested a 38-year-old Ukrainian who allegedly collected the cash.

Police in Aargau have similarly reported a growing number of suspected cash collectors holding Ukrainian citizenship. Authorities, however, have not established whether they are being directed by call centers in Ukraine or acting independently. NZZ noted that it remains unclear to what extent Ukraine-based operations are connected to fraud networks and cash collectors operating in Switzerland.

While Russians have long been portrayed as the main targets of Ukrainian scammers, sources cited by NZZ challenged that narrative. Brian Lee, head of the Eurasia Observatory at the Geneva-based Global Initiative Against Transnational Organized Crime (GI-TOC), said Russians accounted for just 10%-15% of targets even at the height of the so-called “patriotic fraud” narrative, under which young Ukrainians were recruited into scam networks on the pretext of taking revenge for Moscow’s military operation against the Kiev regime. Victims have been identified in at least 29 countries, with scam centers increasingly targeting Europe and the US, according to a GI-TOC report published earlier this year.

Lee also reported that bribing Ukrainian officials for protection is central to the business model, saying GI-TOC investigations found that criminal elements “operate seamlessly and efficiently alongside law enforcement agencies, public officials and the private sector.” Such protection reportedly costs scam operators $10,000-$15,000 per month.

Scam networks and state structures

Corruption has long plagued Ukraine, with high-level scandals including last year’s $100 million Energoatom kickback scheme, reportedly led by Timur Mindich, a former business partner of Ukrainian leader Vladimir Zelensky. Western-backed investigators have since uncovered further graft involving Ukrainian officials.

The scam call center network reentered the spotlight last month after Ukrainian Prosecutor General Ruslan Kravchenko – a key pillar of Zelensky’s increasingly fragile governing structure – resigned amid the exposure of an industrial-scale network across the country with alleged links to senior figures in Kiev. Ukraine’s Western-backed National Anti-Corruption Bureau (NABU) accused Sergey Kropiva, head of the cybercrime unit at the Prosecutor General’s Office, of leading a ring that collected protection payments from notorious Ukrainian scam call centers. NABU said it identified assets worth almost $1 million allegedly purchased with proceeds from the scheme.

The sums involved in Ukraine’s wider scam industry are reportedly far larger. Ukrainian media earlier estimated that roughly 2,000 scam offices were operating nationwide as of early August, about half paying protection money to corrupt officials. Such payments were estimated at $240 million annually, while the industry itself has been valued at up to $1 billion a month.

The scam industry has also been linked to powerful security structures under Zelensky’s government. In September, personnel from the Security Service of Ukraine (SBU) and military intelligence (HUR) exchanged fire in Kiev in a confrontation that left three servicemen injured. The clash centered on Stepan Kaplunov, a member of an HUR-linked armed unit detained by the SBU. A law enforcement source cited by Ukrainian outlet Strana said Kaplunov may have been involved in operating scam call centers, pointing to a broader struggle between rival security agencies over the lucrative industry. Ukrainian journalists have also reported that proceeds from criminal operations help finance parts of the HUR’s activities.

Russian President Vladimir Putin has described phone scams as a key tactic employed by Kiev to extract money from Russian citizens, suggesting the practice has effectively become state policy. Moscow considers the industry a national security threat and claims Ukrainian scam networks operate in coordination with the country’s intelligence services.

Russian forces have recently intensified strikes on Ukrainian telecommunications infrastructure, mobile operators, and data centers in response to Kiev’s botched “pressure campaign” of drone attacks on civilian infrastructure deep inside Russia. The strikes have disrupted internet access, digital television, and other services, including by hitting data centers in Kiev that Moscow says were used by Ukrainian military and intelligence services. Media reports late last month also claimed a Russian strike hit one of the scam call centers in Dnepropetrovsk.

  •  

Germany facing potential ‘violent conflict’ with Russia – spy chief

BND chief Martin Jaeger’s claim comes as his agency pushes for more funding and expanded powers

RT | October 5, 2026

Martin Jaeger arrives to speak in the annual open hearing of Germany’s three intelligence services at the Bundestag in Berlin, Germany, October 5, 2026 © Getty Images ; Sean Gallup

Germany could become “embroiled in a violent conflict with Russia,” the country’s foreign intelligence chief has warned, claiming that a mysterious drone incident at Leipzig airport is an example of the “real and imminent” threat posed by Moscow.

Speaking to lawmakers at a parliamentary hearing on Monday, Bundesnachrichtendienst (BND) head Martin Jaeger declared that “the confrontation we are facing with Russia has taken on a new, more dangerous dimension.”

“Germany is in danger ​of becoming embroiled in a violent conflict with Russia – the attempted attack in Leipzig ⁠is just one example,” he continued, referring to the discovery of an explosive-laden drone next to a Ukrainian transport plane at the city’s airport in August.

German authorities have not released any evidence linking the incident to Russia, and Moscow has described the episode as a “hastily cobbled-together provocation” serving “exclusively the aims of Kiev and the militaristic wing of the European political class.” It is “obvious that Germany is pursuing a further course of escalation,” Kremlin spokesman Dmitry Peskov said last month.

Nevertheless, Jaeger claimed that Russia is “waging a shadow war,” and that there is a “real and imminent” threat of attacks against targets in Germany. “No other country currently poses such a direct, comprehensive, and concrete threat to Germany,” he added.

Jaeger is one of dozens of Western political, military, and media figures to accuse Russia of waging a “hybrid war” or “shadow war” against Europe in recent weeks. The accusations are, by their nature, impossible to verify, and Moscow has written them off as pretexts to deepen Western involvement in the Russia-Ukraine conflict, justify military spending hikes, and expand surveillance and persecution of domestic opponents.

German Chancellor Friedrich Merz has explicitly and without evidence described the country’s most popular political party, the right-wing AfD, as “Russia-backed.” Martina Rosenberg, the head of Germany’s Military Counterintelligence Service (MAD), alluded to this claim during Monday’s briefing, telling lawmakers that the country is “threatened by diverse dangers from both outside and within.”

Jaeger, Rosenberg, and domestic intelligence (BfV) chief Sinan Selen all praised Merz’s recent efforts to grant the BND greater offensive powers, and called for further strengthening of the MAD and BfV’s capabilities.

Despite their allegations of “hybrid war,” European leaders have repeatedly stressed that they do not believe Russia to be planning any actual attacks on NATO territory. The BND has seen “no indication of an imminent large-scale Russian attack on NATO territory,” Jaeger added on Monday.

Amid an unprecedented escalation in the West’s rhetoric toward Russia, RT is tracking the statements, accusations, and threats in our ongoing ‘Escalation Watch’ special. Keep an eye on it here as we sort the facts from the propaganda and debunk the psyops in real time.

  •  

Ukraine’s EU neighbors reject new plea from Kiev – Politico

RT | October 5, 2026

Poland and Romania have refused to help Kiev move millions of tons of grain – which got stuck in Ukraine following Vladimir Zelensky’s war on exports – into the EU, Politico reports, citing officials in Warsaw and Bucharest. Zelensky’s 40-day campaign resulted in Russia implementing a de facto blockade of Ukraine’s Black Sea ports, with the wider consequences of the strikes estimated at 1.5% of the country’s collapsing GDP.

Last week, Ukrainian Agriculture Minister Taras Vysotsky appealed to the EU for a €1.1 billion ($1.23 billion) allocation to improve transit capacity, which would help free large quantities of grain – Ukraine’s key source of income – trapped in the country.

The request came after Zelensky’s 40-day PR ‘pressure campaign’ on Russia, which involved long-range strikes on oil refineries and civilian infrastructure. The effort backfired, as Russia ramped up strikes on Ukraine’s military-related logistics, including the key hub of Odessa, accounting for an overwhelming majority of Kiev’s agricultural exports.

Speaking to Politico, Vysotsky described the situation as “very, very critical,” after his ministry reported the export of 2.4 million tons of agricultural products in September, just 46% of what Kiev considers the required volume.

He added that export restrictions leave Ukrainian farmers without cash needed to plant seeds now for next year’s harvest. “If the situation stays like this till spring, it could mean the decrease of even 35-40% of the planted area,” he warned.

Last month, Ukrainian officials estimated damage to infrastructure from Russian strikes at nearly $10 billion, with wider consequences amounting to around 1.5% of GDP.

While the EU as a whole is yet to give a definitive answer to the €1.1 billion request, Poland and Romania – which are crucial to facilitating Ukraine’s exports – ruled out any significant assistance.

Romanian Agriculture Minister Barna Tanczos rejected the prospect of substantially expanding capacity, telling Politico that “the interest for our own farmers remains a priority.”

Ukrainian cargo and low Danube water levels are already straining Romanian ports, he said, adding: “Everybody knows we cannot double the number of trains, we cannot double the roads, railways and port capacity. It is what it is.”

The Polish Infrastructure Ministry spokesperson said, as cited by Politico, that Poland “has no plans to introduce any changes aimed at increasing the transit of Ukrainian agricultural products.”

Before the €1.1 billion plea, Ukraine requested €220 million from the EU in grants to support farmers affected by disrupted exports, but the bloc effectively turned it down, pointing instead to existing EU mechanisms.

Agricultural trade has long been a source of friction between Ukraine and its EU neighbors. After the escalation of the Russia-Ukraine conflict in 2022, Brussels suspended duties and quotas on Ukrainian exports, which triggered massive protests from European farmers over what they saw as unfair competition. As a result, the EU introduced an ‘emergency brake’ system in 2024, allowing tariff quotas to return for sensitive products if imports exceed set thresholds.

In addition, many of Ukraine’s neighbors, including Poland, Hungary, and Slovakia, maintain significant restrictions on Ukrainian imports at the national level.

  •  

British Transport Police Facial Recognition Trial Scanned 926,912 People With Zero Arrests

By Cam Wakefield | Reclaim The Net | October 3, 2026

So what does it take for a police force to stop using a “trial” deployment of live facial recognition (LFR) technology? Apparently, scanning the faces of more than half a million people and catching nobody is not it.

In fact, it gets you an extension of four months and an expanded area to “hunt” in.

The British Transport Police (BTP) has now revealed that its initial six-month LFR deployment at London railway stations produced one alert – that was false.

The trial cost £320,786 ($425k) to carry out. That was just the cost of equipment hire and police officers’ time, and the figure comes from a freedom of information document obtained by Liberty Investigates.

It ran from February to July across 18 deployments, which the BTP’s own register says resulted in 537,697 people having their faces scanned.

The single alert was raised on February 24 at Kings Cross, against a watchlist of 455 people. The alert was false, and the false alert rate was 0.00517 percent.

The story doesn’t end there, because the BTP’s own register doesn’t stop at the end of July. It goes on to September 24, and now includes 27 deployments – and a total of 926,912 people who have had their faces scanned.

This extension has produced alerts. On August 20 at Kings Cross St Pancras Underground, there was one true alert, unconfirmed. On September 4 at Waterloo, there was one true alert, confirmed, and the outcome was no action. And on September 24 at London Bridge, there were two true alerts, both confirmed, with the outcome again being no action.

The arrest column in the register still reads zero.

In other words, the machine has now correctly identified three people – but the police have not found any reason to arrest any of them.

The register also shows that the number of people on the watchlist has grown. On February 11, it was 381, and by September 14 at Victoria Underground, it had more than doubled, to 862.

This is where things get even better. The expansion was “welcomed” by Transport for London (TfL), who said the technology “will target and identify people on police watchlist at key stations chosen for maximum impact.”

TfL also justified the move by saying it would “specifically tackle violence against women and girls, whose travel behaviours are shaped by experiences of sexual harassment and sexual offences.”

Labour MP Bell Ribeiro-Addy is not impressed. “Tackling violence against women and girls on public transport must be an urgent priority, but that means investing in what actually works; not spending more than £320,000 on a measure, which when piloted, resulted in zero arrests and a single false alert,” she said.

“Live facial recognition technologies are a serious invasion of our privacy. The government should be suspending their rollout until there are stronger safeguards in place, including a proper legal framework,” the MP added.

This is not one force experimenting on its own. We have reported London Mayor Sadiq Khan approving live facial recognition for Oxford Street, London police using it at a protest for the first time, the High Court clearing the way for police use of it, and Greater Manchester Police joining the rollout. Liberty Investigates found that more than half of police forces in England and Wales have now deployed it.

Meanwhile, biometric images that do not match those on the watchlist are deleted immediately, while those that do match are deleted within 24 hours, as is the watchlist itself, once a deployment is finished.

BTP’s own policy makes clear that the surveillance is not limited to the cameras that are part of the LFR system. Footage from the LFR camera masts will be kept for up to 31 days, “in line with general police retention periods for CCTV.”

It seems that no matter how many times these deployments are extended, and how many people are scanned, the watchlist will just keep growing.

The police will keep getting more money to throw at this tech, that has not yet proven itself as useful for anything but wasting public money.

  •  

House Bill Would Ban Federal Use of Flock ALPR Data

By Ken Macon | Reclaim The Net | October 3, 2026

A new US bill, Ban Flock Act, has been introduced, with the aim of stopping the federal government from using automated license plate readers (ALPRs).

“Flock is eviscerating the very notion of privacy by installing tens of thousands of cameras in communities across America without their consent,” said Senator Bernie Sanders, who is planning a Senate version.

“Going to the doctor? Flock knows. Dropping your kid off at school? Flock is tracking you. Flock is always watching,” he continued.

According to the text of the House bill, H.R. 10691, federal agencies and officials are to be banned from acquiring, possessing, accessing or using ALPRs, or data collected by these devices, without an Act of Congress that explicitly authorizes it.

This would include data collected by private security networks, homeowners’ associations, commercial parking operators, and data brokers.

Any such authorization must set data retention at no more than 48 hours, and “rigorous protections for due process, privacy, free speech and association.”

State and local governments that have ALPRs would not be eligible for grants from the Justice, Transportation, Health and Human Services, Housing and Urban Development, and Homeland Security departments.

The bill, whose sponsors in the House are Alexandria Ocasio-Cortez and in the Senate Jeff Merkley, also seeks to make sure that no federal money is used to buy, lease, or operate ALPRs, while evidence obtained in violation of the proposed legislation would be inadmissible in federal court.

Individuals would be able to sue for actual and punitive damages, while state attorneys general would be able to sue to enforce the ban.

Toll systems would be exempt from the ban, but the data collected would have to be deleted within 48 hours of payment, and could not be checked against a law enforcement hot list.

“AI-powered cameras are keeping track of our every move and weaponizing this data against working people to make record profits,” Ocasio-Cortez said.

Merkley noted that the right to privacy includes the freedom to move around the community without every move being monitored.

The Ban Flock Act is not the first attempt of its kind – in early September, Republicans Thomas Massie and Eric Burlison introduced the Flock-Off Act, H.R. 10221, that also seeks to cut federal funding to state and local governments that use ALPRs, as well as biometric surveillance cameras.

In August, Florida Governor Ron DeSantis ordered Flock cameras to be removed from state highways within 30 days, a year after the state approved $4.6 million for 440 of these devices.

Earlier in the summer, Senator Josh Hawley launched an investigation into Flock, and later expanded it to include Axon, Motorola Solutions, and Verkada.

“Flock does not stand alone in this industry; you and others are building large camera networks, assisted by artificial intelligence, that intrude on the privacy of all Americans,” Hawley said at the time.

Hawley has his own anti-Flock bill that has been announced but the text of the bill has yet to be filed.

Republicans and Democrats are now going after the same cameras, and the bill cuts off the federal money and the data trade, not just the cameras.

  •  
❌