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Esclusiva: l’enigma Pakistan-Arabia Saudita-Yemen-Iran

Il titolo definitivo dell’intera vicenda, tuttavia, è che la Casa dei Saud sta attaccando Ansarallah per proteggere il culto della morte in Asia occidentale

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Cominciamo con alcune informazioni esclusive. Giovedì, Yahya Ali al-Ra’i, presidente della Camera dei Rappresentanti con sede a Sana’a sotto il controllo di Ansarallah, ha consegnato una lettera a Sardar Ayaz Sadiq, presidente dell’Assemblea Nazionale del Pakistan, richiedendo la mediazione pakistana tra Ansarallah e Riyadh.

Ra’i, figura ampiamente rispettata, ricopre la carica di presidente a Sana’a dal 2008. Sadiq ha iniziato il suo attuale mandato come presidente a Islamabad nel marzo 2024. Questo canale parlamentare diretto riveste un’enorme importanza come apertura diplomatica – poiché il Pakistan si trova ad affrontare enormi pressioni, sia a livello interno che in tutto il mondo islamico, riguardo ai suoi reali impegni relativi allo scontro tra Arabia Saudita e Yemen, come stabilito dall’Alleanza per la Difesa della Mecca.

Per quanto l’intera situazione sia in realtà oscura, informazioni dirette provenienti sia da Islamabad che da Teheran, ai massimi livelli, come da me specificatamente richiesto, hanno stabilito quattro punti chiave: Sembra che sia così – per ora.

Islamabad è irremovibile nel sostenere che il Pakistan non attaccherà Ansarallah e non impiegherà truppe a tal fine. L’intesa raggiunta a Riyadh la scorsa settimana escludeva l’ingresso nel territorio yemenita. Le forze pakistane dovrebbero rimanere al di fuori di qualsiasi offensiva terrestre contro Ansarallah.

Il Pakistan stava già mediando tra Riyadh e Sana’a attraverso Teheran. Il feldmaresciallo Asim Munir ha personalmente richiesto al ministro degli Esteri iraniano Araghchi di esercitare l’influenza dell’Iran su Ansarallah, avvalendosi dei contatti di Araghchi sia con Islamabad che con Riyadh. Il Ministero degli Esteri pakistano non ha smentito l’esistenza di questo canale diplomatico.

Il Pakistan sarebbe tenuto a difendere il territorio saudita in virtù dei propri impegni nell’ambito dell’Alleanza per la Difesa della Mecca. I dispiegamenti finalizzati alla protezione dei confini e alla difesa contro droni e missili lanciati dalle Forze Armate yemenite rientrano in questo quadro. Il problema è se alcuni consiglieri pakistani siano già dispiegati in territorio yemenita. Se il Pakistan avesse anche solo pochi «consiglieri» ad Aden e truppe da qualche parte nel nord dello Yemen, al confine con l’Arabia Saudita, ciò costituirebbe già una violazione delle sue promesse.

Le forze pakistane dovrebbero essere in grado di difendersi da sole – è una conseguenza naturale del territorio. Si tratta di una contingenza dichiarata; non di una previsione di ritorsione. Almeno un ufficiale pakistano è stato ucciso in Arabia Saudita senza che il Pakistan reagisse con una ritorsione. Ciò denota moderazione – almeno per ora.

Transito attraverso lo Stretto di Hormuz: utilizzare il CIPS e pagare in rial

Sul più ampio fronte USA-Iran, le mosse diplomatiche confermano quanto abbiamo riportato negli ultimi giorni riguardo al Protocollo di Transizione. Il Pakistan, infatti, è determinato a mantenere i rapporti sia con Riyadh che con Teheran, parallelamente a un coordinamento costante con Pechino. Dopotutto, la Cina sostiene pienamente la mediazione pakistana; e Araghchi continua a dialogare con Munir, come ha fatto in seguito ai colloqui con Wang Yi a Pechino.

Nel frattempo, sul fronte di Washington, le speculazioni sono febbrili su tutta la linea riguardo ai preparativi per una ripresa della guerra da parte dell’amministrazione Trump – compresi potenziali attacchi alle infrastrutture energetiche iraniane e persino, cosa piuttosto preoccupante, a obiettivi nucleari. Non vi è ancora alcuna decisione definitiva da parte dello «psicopatico/sociopatico al comando», tanto meno una data di avvio.

I rischi immediati, in ogni caso, sono sbalorditivi.

La diplomazia – anche nella sua forma surrogata – è impantanata in un vicolo cieco. Teheran rimane – e continuerà a rimanere – ancorata alle proprie condizioni attuali, specificate nel memorandum d’intesa ormai privo di significato, ma ora con l’aggiunta della minaccia di bloccare le rotte di transito lungo la costa dell’Oman che considera illegali. Washington, dal canto suo, è ossessionata dall’ottenere vaste concessioni in materia nucleare. All’inizio di questa settimana, abbiamo confermato che il Consiglio Supremo di Sicurezza Nazionale (SNSC) di Teheran ha preso due decisioni di grande rilevanza.

  1. Teheran ha deciso di riscuotere il pedaggio di transito nello Stretto di Hormuz esclusivamente in valuta iraniana. Niente yuan, niente criptovalute. In realtà, tramite un meccanismo collegato al CIPS, il sistema cinese di pagamento e compensazione, aggirando il dollaro statunitense. Si utilizza il CIPS per acquistare elettronicamente yuan, convertirli in rial e pagare il pedaggio. Le entrate derivanti dal transito nello Stretto di Hormuz, dopotutto, rappresentano una delle poche fonti di valuta forte rimaste a Teheran. Il nuovo meccanismo rafforzerà sicuramente il valore del rial.
  2. Attraverso il Pakistan, Teheran ha comunicato a Witkoff, il «Bismarck» del settore immobiliare di Trump, che l’Iran non si smuoverà di un millimetro dalle proprie condizioni per un accordo negoziato – ed è pienamente preparato a qualsiasi possibile offensiva statunitense. E questo dopo che J.D. Vance ha avanzato un’ulteriore condizione sull’arricchimento nucleare: una riduzione «significativa» e «sostanziale». Ciò blocca il dossier nucleare e rende quasi impossibile una formula di risoluzione rapida.

Il punto fondamentale è che la spirale di escalation potrebbe sfuggire al controllo in un batter d’occhio.

La “Tempesta yemenita in arrivo 1.0” è già in atto

Sul fronte saudita-yemenita, le Forze Armate yemenite si stanno dimostrando assolutamente spietate. La “Tempesta yemenita in arrivo 1.0” è già in atto.

I danni alla raffineria di Jeddah, vicino a Yanbu, sono ingenti. Ansarallah sta colpendo contemporaneamente la costa orientale e quella occidentale dell’Arabia Saudita, oltre all’oleodotto est-ovest che le collega.

A tutti gli effetti, Sana’a sta prendendo di mira l’intera infrastruttura chiave di Riyadh. Il «paracadute» difensivo statunitense è una farsa: le batterie PAC-3 e Patriot rimaste sono inutili contro i missili balistici yemeniti.

Le truppe saudite potrebbero ammontare, nella migliore delle ipotesi, a 75.000 unità, più 125.000 della Guardia Nazionale. Le Forze Armate yemenite dispongono di almeno 350.000 uomini, che possono essere facilmente portati a 800.000. Aspettarsi un «aiuto» dai petrol-sceicchi del CCG non è nemmeno degno di essere definito uno scherzo.

Le Forze Armate yemenite hanno inoltre lanciato due missili balistici e droni esplosivi in direzione dell’aeroporto internazionale di Aden. Ansarallah ha dichiarato che l’obiettivo erano i rifornimenti militari sauditi appena giunti al Campo di Badr, il quartier generale dei mercenari adiacente all’aeroporto. È stato ucciso un numero non specificato di ufficiali e funzionari sauditi di alto rango – forse anche alcuni pakistani.

Da parte sua, anche la Turchia sta per schierare truppe, velivoli e sistemi di difesa aerea sul territorio saudita. Queste forze turche potrebbero, in teoria, proteggere Riyadh, le città sante e l’oleodotto Est-Ovest. Ankara, proprio come Islamabad, insiste nel sostenere di non avere alcuna intenzione di entrare in guerra nello Yemen.

La rapida liberazione da parte delle Forze Armate yemenite della costa occidentale vicino al Mar Rosso ha inoltre reso chiarissimo come la cosiddetta «coalizione» saudita – in realtà una banda di proxy e mercenari – stesse schierando di fatto dei terroristi fin dall’inizio.

Ansarallah ha recuperato una grande quantità di passaporti stranieri – in particolare provenienti dal Kuwait, dal Qatar, dalla Turchia e dalla Siria – appartenenti a sicari dell’ISIS e di Al-Qaeda. Chiamatela pure la Legione della Terror Inc.

È sempre la solita storia. Il Qatar e la Turchia, di comune accordo, hanno strumentalizzato il trasferimento di miliziani dell’ISIS e dei salafiti-jihadisti dalla Siria e dall’Iraq: questi sono stati accolti nello Yemen dal Partito Islah. La Turchia è stata la principale via di transito; almeno 2.100 di questi membri dell’ISIS sono turchi.

AQAP è tornata! Già nel lontano 2020, Ansarallah aveva sequestrato documenti, mappe e video che mostravano jihadisti dell’ISIS/Daesh e di Al-Qaeda, direttamente sostenuti da Riyadh, mentre vagavano per lo Yemen, con i miliziani catturati che confessavano di essere stati pagati, armati e sostenuti logisticamente dai sauditi.Ora è già in atto una nuova incarnazione dell’ex Al-Qaeda nella Penisola Arabica (AQAP) – attraverso almeno 20.000 mercenari terroristi del Daesh/takfiri “importati” dalla Siria. Essi saranno inviati nel governatorato di Aden – in seguito alla richiesta, anzi alla pretesa dello stesso MbS, pienamente approvata dall’amministrazione Trump e dal suo vassallo tagliagole diventato presidente a Damasco, l’ex membro dell’ISIS al-Jolani.

Il titolo definitivo dell’intera vicenda, tuttavia, è che la Casa dei Saud sta attaccando Ansarallah per proteggere il culto della morte in Asia occidentale. Controllando Bab al-Mandab, Ansarallah isola di fatto il porto israeliano di Eilat. Ciò era già accaduto in precedenza durante il genocidio di Gaza. Riyadh era furiosa perché aveva stretto accordi per il progetto NEOM – ora praticamente accantonato – che avrebbe collegato Eilat una volta che gli Accordi di Abramo trumpiani fossero entrati in vigore. Considerando il quadro d’insieme, una singola scintilla potrebbe ancora scatenare l’inferno. Tra le possibilità figurano: un attacco yemenita contro l’Arabia Saudita che causi ingenti perdite; un caos nella riscossione dei pedaggi nello Stretto di Ormuz; un attacco iraniano contro un obiettivo legato ai «petro-sceicchi» del CCG, a seguito di una provocazione americana; un attacco legato all’Iran contro una base statunitense, ancora una volta a seguito di una provocazione americana; e, soprattutto, una (dis)avventura del CENTCOM «via terra, aria e mare» imposta da un sociopatico.

Allacciate le cinture di sicurezza.

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Europe’s mounting social chaos… chickens coming home to roost for proxy war against Russia

Strategic Culture Foundation | October 9, 2026

The European Union is witnessing a full-blown social revolt. Governing political parties and their economic policies are held in open contempt as public protests and strikes escalate across multiple countries.

Protests, mass marches, and industrial strikes are spreading across the EU in France, Belgium, Spain, Italy, Germany, Ireland, Portugal, and other countries. The grievances are various, from students and teachers over woeful education services, to healthcare professionals and transportation workers denouncing crumby wages and pension cuts.

But at the core is a warmongering, dehumanizing system of capitalist inequality.

Unbearable living costs for basic needs, from food to housing, are driving millions onto the streets in desperation and anger at the lack of adequate political response to their concerns. As one French student said: “Too young to be listened to, old enough to be tear-gassed.”

The entire political system is being brought into disrepute for its dysfunction and indifference towards meeting rudimentary human needs. Then, infuriating all the more, are lies from the elite rulers and their propaganda media about “national defense and threat of war from Russia.”

In Spain this week, an 87-year-old frail woman known as Maricarmen died in hospital after she was evicted from her Madrid home because she could not pay the extortionate rent increase. Her plight has come to galvanize a nationwide protest against Spain’s housing crisis, a crisis that is repeated across every European country. Protesters shouted furiously that the pitiful old woman was “murdered by the state and corporations.”

In France, the brutality of police against student protests has shocked the nation and the world. Nearly 7,000 young people have been arrested, as riot police tear gas and shoot at largely peaceful rallies. Students gathering at the Place de la Bastille in Paris and other cities vow that they will not back down. One student had his hand blown off by a police stun grenade while another teenager lost an eye from a rubber bullet fired at close range.

The Place de la Bastille is where the French Revolution manifested in 1798 against a hated aristocracy amid abject misery. Today, the tensions are boiling towards another momentous rebellion, this time inspiring again similar movements across Europe.

These protests and the inhumane suffering that underlie them are channeling uprisings all over the EU.

There is a palpable sense that populations en masse have had enough of decades of inequality and chronic deprivation inflicted by capitalist policies that enrich a few and are enforced by governments slavishly serving the interests of capital over the needs of the citizen majority.

Western media reports talk about “cash-strapped” governments under pressure from bond markets to reduce record debt levels while workers, students and pensioners demand more public investment and relief from economic hardship.

That is a misleading partial portrayal of the problem. Omitted is the crucial backdrop that European governments are directing vast economic resources towards militarism and the proxy war in Ukraine against Russia. That is what is causing the “cash-strapped governments.” In other words, their declared fiscal straits are a policy choice, not some mysterious dilemma.

The social crisis sweeping across Europe is also seen in the United States and other Western-aligned nations. The background is a failed economic system that no longer provides a modicum of acceptable living conditions. The problem has been decades in the making from growing inequality and diminishing political representation. Today it is even questionable if Western states are democracies, controlled as they are by corporate oligarchies.

Nevertheless, the social crisis that is unfolding across Europe has been intensified and amplified by European political rulers operating in a relentless war mode against Russia.

The European Union has pumped hundreds of billions of euros into Ukraine over the past four years to prop up a NeoNazi regime run by a corrupt dictatorship – all for the objective of defeating Russia. The EU leaders – many of them unelected, like Ursula von der Leyen, Kaja Kallas and António Costa – are driven by an obsessive Russophobia. But that is only part of the explanation.

Other elected leaders and parties like France’s Macron and Germany’s Merz are also despised for their elitism and delusions of grandeur. Merz declares that he wants to make Germany the strongest military in Europe, in total tin-ear deafness to his nation’s economic and social problems and the sinister historical connotations of resurrecting Nazi Germany. Meanwhile, as his government suffers electoral defeat after defeat, European elites deprecate German voters as being blind because they dare to choose parties that are opposed to war with Russia.

There are many grounds for the Europe-wide contempt of ruling parties. Inequality, poverty, unemployment, soaring living costs, declining wages, deteriorating public services. Uncontrolled immigration amid the pressure on inadequate public resources is another cause for grievance. Europe’s complicity in the Israeli genocidal war on Palestinians, and Europe’s complicity in Trump’s aggression towards Iran, Yemen, Cuba, and so on, are other factors.

However, the bogus narrative that governments are “cash-strapped” is a cause for immense public disgust. There are plenty of economic resources to meet public needs. It’s a question of those resources not being permitted to create just and humane societies under the prevailing capitalist system with its priority of enriching a tiny elite class.

The conditions of “tight budgets” and “austerity for the masses” are created by deliberate policies of militarism and fuelling a proxy war in Ukraine.

European “leaders” and their NATO lobbyists like Mark Rutte demand hundreds of billions of euros to boost military industries while at the same time calling for draconian cuts in public spending and social welfare in order to pay for this reckless militarism. The EU is “lending” an additional €90 billion over the next two years alone just to prop up the corrupt regime in Kiev so that it can keep fighting a futile war with Russia. The perverse priority is driven by the military-industrial complex and its corporate investors. It is also driven by an ideological, propagandized mindset that demonizes Russia as an enemy. President Putin and other Russian voices have repeatedly stated that they do not want war with Europe. They say the conflict in Ukraine has root causes that can be resolved through diplomatic engagement. Why are European politicians implacably opposed to peace?

A major factor is covering for internal political and economic failure of the European system. The EU’s economies, as with those in the U.S. and other Western states, are bankrupt dystopias in terms of delivering on social and democratic needs. The failure has been compounded by the costs of war in Ukraine.

That failure is criminal and fatal for the politicians and governments who have overseen the policies. Thus, the political class, including the propaganda news media, cannot admit their criminal policies.

In the face of their own internal contradictions, the European political elites are seeking a solution by externalizing Russia as an enemy. This is the same modus operandi that European rulers have used for the past century and more, unleashing two world wars as a result.

These criminal politicians and their dysfunctional economic system are again pushing war as their escape plan for survival at the expense of millions of lives and at the risk of starting a third world war, one that this time around could involve catastrophic nuclear nemesis.

It is damning of virtually every European government, including primarily the British, that there are no calls for diplomacy and political settlement with Russia. They are committed to waging war on Russia to absolve themselves from the social devastation they are responsible for.

One positive thing, though, is that increasing numbers of people can see through the chicanery and lies. A German student placard summed it up: “We won’t fight your wars… Education not bombs!”

A day of reckoning is imminent. Criminal political leaders and their warmongering system are exposed like never before and in a way that demands total revolt as a proper solution. The consequences are not to be externalized this time. Chickens are coming home to roost, as Malcom X once said.

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US-Russia Diesel Deal Becomes Massive Defeat for Ukraine

Sputnik – 10.10.2026

The recent phone conversation between Vladimir Putin and Donald Trump, and the diesel deal they struck, are the most important events in the US-Russia relations since the summit in Anchorage, Dmitry Suslov, deputy director of the Center for European and International Studies at Russia’s Higher School of Economics, tells Sputnik.

The diesel deal marks an important shift in the US’ stance on the Ukrainian conflict. “Until now, the Trump administration maintained that any sanctions removal and any practical cooperation with Russia, including cooperation on energy, is only possible after the Ukrainian conflict is resolved or after a ceasefire is achieved. And now we see that the Trump administration deviated from this stance.”

“The sanctions are waived for a long time, until April 7, and the US will commence mass importing of Russian diesel unrelated to the resolution of the conflict in Ukraine.”

The diesel deal is not related in any way to the energy and port ceasefire that Volodymyr Zelensky and his EU backers desperately seek, which is highlighted by Zelensky’s hysterical reaction to this agreement.

The deal may be the beginning of a broader pressure campaign by the Trump administration on the Ukrainian regime, to ensure that Ukraine agrees to Russia’s conditions for ceasefire.

Given the anonymous US officials warnings that the US may halt intelligence support to Ukraine if the latter continues hitting Russian oil refineries, it appears that the Trump administration is becoming increasingly upset with Zelensky.

“We are witnessing the confirmation of Western media reports about Trump being angry at Zelensky whom he asked six times to halt strikes against Russian refineries, only for Zelensky to refuse him each time. And now Trump makes this diesel deal with Vladimir Putin.”

The Trump administration apparently realized that Zelensky’s long-range strikes campaign against Russia backfired. “It drastically improved Russia’s situation and damaged Ukraine’s resilience due to the scale of Russia’s retaliation”.

Suslov also suggests that Zelensky seems to be banking on US Democrats winning the midterms, thus turning Trump into a ‘lame duck.’

However, even though Zelensky may feel himself safe hurling insults at Trump, it may have serious consequences as the POTUS will still be in charge of matters such as further arms sales to Ukraine.

“So if Zelensky enters into a serious clinch with him, Trump will be making such decisions not in Zelensky’s favo

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L’Europe en tant que civilisation multipolaire et la diplomatie des » Logoi » !

Du mythe d’Europe à la double identité du Rimland, de la Méditerranée en tant que « mer-cœur » à la tradition occultée de de Gaulle et de Douguine, le continent doit se souvenir qu’il est né d’une traversée.

L’époque que nous vivons

Les Grecs racontaient l’histoire d’une jeune femme nommée Europe, fille d’un roi de Tyr, sur la côte de l’actuel Liban. Un matin, alors qu’elle jouait au bord de la mer, un taureau blanc émergea des flots. Elle monta sur son dos, et le taureau la transporta à travers les eaux jusqu’en Crète. C’est d’elle, disaient les poètes, qu’un continent tout entier a tiré son nom. [1]

Ce mythe est plus riche qu’il n’y paraît. Le nom « Europe » vient d’Asie et a traversé la Méditerranée sur le dos d’un dieu. Notre continent porte le nom d’une étrangère, d’une voyageuse, d’une jeune fille venue de l’autre rive. L’Europe est née d’une rencontre : avant d’être un territoire, elle fut une traversée.

Les Européens ont oublié cette histoire. Depuis quatre-vingts ans, on leur répète que l’Europe est un ensemble d’institutions, un marché commun, un périmètre de sécurité administré depuis l’autre côté de l’océan ; que l’Europe, c’est tout simplement « l’Occident ». Beaucoup ont fini par le croire.

La thèse défendue ici est différente. L’Europe est une civilisation — ou, plus précisément, plusieurs civilisations réunies sous un même toit. Et dans le monde multipolaire qui émerge, cette demeure n’est ni une province ni une périphérie. Elle se trouve au centre de la carte, et le nouvel ordre ne saurait être complet sans elle.

Une ère a pris fin. L’ordre unipolaire apparu après 1991 — celui que Francis Fukuyama s’était empressé de qualifier de « fin de l’histoire » [2] — se délite sous les yeux de tous. L’histoire n’était pas terminée. Elle patientait.

De nouveaux centres de gravité ont émergé en Eurasie, en Asie, en Afrique et en Amérique latine. Des capitales dont d’autres parlaient depuis des siècles s’expriment désormais en leur nom propre. Même à Washington, le ton a changé : la Stratégie de sécurité nationale des États-Unis pour 2025 évoque ouvertement les intérêts, les charges et les transactions, et considère les anciens engagements multilatéraux comme des coûts à renégocier.[3] Le patron présente la facture.

Pour l’Europe, la question n’est donc plus de savoir si le monde multipolaire adviendra. Il est déjà là. La véritable question est de savoir si l’Europe y entrera en tant que sujet ou en tant qu’objet : si elle écrira l’histoire ou si elle sera le lieu où d’autres écriront la leur.

Dans *La Théorie du monde multipolaire*, Alexandre Douguine fait remarquer que la plupart de ceux qui évoquent la multipolarité n’en ont aucune théorie.[4] Ils imaginent un « noyau » du monde — les États-Unis, l’Europe et le bloc occidental — entouré de concurrents en pleine ascension. Dans ce schéma, l’Europe siège à la table de l’ancien centre en déclin.

Il faut rejeter cette position. L’Europe n’a jamais été véritablement maîtresse du monde unipolaire ; elle en fut le premier protectorat. Dans son manuel de géopolitique, Douguine écrit qu’après 1945, l’Europe occidentale était placée sous contrôle américain tout autant que l’Europe orientale l’était sous contrôle soviétique.[5] Les méthodes de gouvernance différaient, mais non le degré de dépendance. De nombreux Européens, de part et d’autre du rideau de fer, ont vécu cette division comme une tragédie, et certains ont tenté d’y mettre fin. Lorsque la France du général de Gaulle a quitté le commandement militaire intégré de l’OTAN en 1966, elle n’a commis aucun acte hostile à l’encontre de quiconque. Elle a accompli un acte de mémoire : l’Europe se souvenait qu’elle possédait une volonté propre.

Qu’est-ce que l’Europe ?

Si vous posez la question à Bruxelles, la réponse évoquera des compétences, des directives et des procédures. Si vous interrogez un géographe, vous obtiendrez des coordonnées : une péninsule bordée par l’Atlantique, la Méditerranée et les monts Oural. La première réponse relève de la bureaucratie ; la seconde, d’une carte sans légende. Aucune des deux n’explique pourquoi un berger sicilien, un charpentier bavarois et un moine du mont Athos appartiennent, au sens profond, à une même histoire.

Les eurasistes russes — et Piotr Savitski plus que quiconque — aimaient à dire que l’Europe n’est rien d’autre que le « promontoire occidental » de l’Eurasie. [6] De nombreux analystes occidentaux tiennent le même discours, mais avec moins d’affection : un petit cap rattaché à l’Asie.

L’image est recevable. Mais sur les caps, les hommes ont de tout temps érigé des phares. Au cap Sounion, les Athéniens bâtirent le temple de Poséidon, silhouette blanche se détachant sur la mer, pour que les marins sachent où commençait la Grèce. À la pointe de la Galice, les Romains nommèrent un cap *Finis Terrae* : la fin de la terre. Le promontoire est le point où un continent se tourne vers l’extérieur, où la terre dialogue avec la mer et le monde au-delà. La taille modeste de l’Europe sur la carte a toujours été la condition même de sa portée.

Au sein de ce promontoire, il n’existe pas une civilisation unique. On y trouve au moins quatre axes majeurs, dans une tension constante et féconde.

Il y a l’axe méditerranéen : Athènes et Rome, le droit et la philosophie, Byzance et la chrétienté latine, l’humanisme de la Renaissance né de la rencontre entre la théologie chrétienne et la science préservée et développée dans le monde islamique.

Il y a l’axe continental : le monde franc et germanique, le Saint-Empire romain germanique, l’université médiévale, la longue lignée de pensée allant de Kant et Hegel jusqu’à Heidegger, le vieux rêve d’une *Mitteleuropa* s’étendant de l’Atlantique à la steppe.

Il y a l’axe oriental : les peuples slaves, le christianisme orthodoxe, l’héritage de Byzance transmis par Kiev et Moscou — une Europe pleinement européenne, et pourtant distincte de la modernité occidentale. Il y a aussi l’axe du Nord : les mondes scandinave et balte, avec leurs assemblées, leur sens du droit communautaire et leur proximité avec la beauté rude de la nature.

Douguine, dans le sillage de Heidegger, évoque le *Dasein* des peuples — la manière singulière dont chaque peuple existe au monde — et le *Logos* de chaque peuple, ce qui lui insuffle la vie « non seulement sur le plan biologique, mais aussi sur les plans ethnosociologique et métaphysique »[7]. L’Europe ne possède pas un *Logos* unique : elle en compte plusieurs. Elle a toujours été, en elle-même, un monde multipolaire en miniature.

Telle est la première thèse de cet essai. La pluralité qu’appelle aujourd’hui la planète entière, l’Europe la porte déjà en elle. Elle n’a pas besoin d’importer la multipolarité. Elle doit s’en souvenir.

Terre et mer

Pour comprendre pourquoi l’Europe occupe une place centrale, il faut remonter à l’opposition la plus ancienne de la géopolitique. Halford Mackinder l’a perçue, Carl Schmitt y a réfléchi et Douguine l’a systématisée : l’opposition entre la civilisation de la Mer et la civilisation de la Terre, entre thalassocratie et tellurocratie.[8]

La civilisation de la Mer est mobile, mercantile et individualiste ; elle appréhende le monde en termes de routes, de ports et de prix. La civilisation de la Terre est enracinée, communautaire et hiérarchique ; elle le mesure en termes de devoirs, de générations et de sacré. Il ne s’agit pas là de simples catégories militaires. Elles façonnent le droit, la religion, la philosophie et même la manière dont une famille s’attable pour le dîner du dimanche.

Mackinder situait l’origine de cette opposition en Méditerranée, dans les guerres opposant Rome à Carthage.[9] Douguine rappelle qu’à ce moment-là, la civilisation occidentale se trouvait à la croisée des chemins : fallait-il fonder une civilisation suivant la voie maritime — celle de Carthage — ou la voie terrestre — celle de Rome ? Chesterton faisait remarquer que Carthage signifiait littéralement « la Nouvelle Cité ». C’était une colonie fondée par des marchands venus de Tyr et de Sidon ; l’écrivain anglais la comparait — non sans arrière-pensée — à New York et à la Nouvelle-Zélande. Carthage a chuté, écrivait-il, parce qu’elle est restée fidèle à sa propre philosophie jusqu’au bout, et que son dieu a fini par dévorer ses enfants.[10]

Selon l’interprétation de Mackinder, les guerres puniques ne prennent jamais véritablement fin : elles resurgissent à chaque époque sous de nouveaux noms.[11]

Quelle est la position de l’Europe dans cette guerre perpétuelle ? Douguine apporte ici un éclairage que je considère comme décisif. L’Europe appartient à ce que les géopolitologues appellent le *Rimland*, la vaste ceinture côtière de l’Eurasie [12] ; or, le *Rimland* possède une double identité : il peut servir la Mer ou servir la Terre. C’est pourquoi, écrit Douguine, l’histoire européenne ne se résume pas au libre jeu d’États souverains s’entrechoquant comme des atomes, mais constitue « un champ unique traversé par des ondes générées par deux centres géopolitiques opposés ; un champ parcouru par les fils d’or du destin géopolitique ». [13]

Venise et Gênes ont parcouru toutes les mers ; les plaines de Pologne et de Bohême ainsi que les forêts d’Allemagne ont enraciné nos peuples dans le sol. L’Europe a le navire et la charrue dans le sang. C’est précisément pour cette raison que quiconque a cherché à dominer le monde a d’abord dû prendre le contrôle de l’Europe.

Dans un essai sur la Méditerranée, j’ai écrit que Rome est, en un certain sens, occupée par les émissaires de Carthage.[14] Carthage s’est déplacée. Elle ne siège plus sur la rive africaine : elle se trouve de l’autre côté de l’Atlantique et gouverne notre mer intérieure depuis l’extérieur. Je ne dis pas cela par haine envers quiconque. Je le dis parce qu’un peuple qui ignore qui gouverne sa mer ne peut gouverner son propre avenir.

Pourquoi l’Europe est au centre

Il reste à démontrer pourquoi l’Europe n’est pas simplement un pôle parmi d’autres — dont un monde multipolaire pourrait aisément se passer — mais un acteur indispensable. Il y a à cela quatre raisons.

La première est géographique, et les géopoliticiens de la mer l’ont compris avant tout le monde. La célèbre formule de Mackinder énonce : « Qui domine l’Europe orientale commande le Heartland ; qui contrôle le Heartland contrôle l’Île-Monde ; qui contrôle l’Île-Monde contrôle le monde. » Toute la pyramide de la puissance mondiale repose sur un socle européen. Nicholas Spykman, le stratège qui a jeté les bases intellectuelles de l’OTAN, a insisté — comme le note Douguine — sur l’importance du facteur intellectuel pour lier l’Europe occidentale à l’Amérique du Nord. [15] Ils avaient compris que l’Europe se conquiert d’abord dans les esprits avant de l’être sur le terrain ; c’est pourquoi ils ne l’ont jamais lâchée. Un monde multipolaire dans lequel l’Europe resterait captive préserverait l’ancien ordre unipolaire en son cœur même, au point de pivot entre l’Atlantique et l’Eurasie.

La seconde raison est historique. L’Europe a donné au monde la grammaire de l’ordre international moderne. Le système westphalien, né en 1648 à l’issue de la guerre de Trente Ans, ne concernait à l’origine que les puissances européennes ; les colonies, comme le souligne Douguine, étaient traitées comme de simples appendices. C’est de l’Europe qu’ont émergé l’État souverain, l’équilibre des puissances et même la prétention d’une civilisation à l’universalité. Schmitt l’a appelé le *Jus Publicum Europaeum*, ce droit public européen qui, durant trois siècles, a donné au monde entier son *Nomos*, son ordre fondamental.[16]

Ceux qui ont élaboré ce cadre peuvent le réécrire. La critique de l’universalisme occidental ne peut s’arrêter aux frontières de l’Europe, car c’est en Europe que cet universalisme est né. Si l’Europe n’est pas la première à dépasser l’idée que ses propres valeurs constituent l’étalon de toute l’humanité, cette vieille prétention survivra en son lieu d’origine, et toutes les autres civilisations devront continuer à s’en défendre. Seule une Europe ayant redécouvert sa propre pluralité peut dire au monde, avec autorité : nous avons eu tort de croire qu’il n’existait qu’une seule voie, et nous sommes les premiers à renoncer à cette erreur.

Schmitt lui-même a tiré cette conclusion et a signalé aux peuples d’Europe et d’Eurasie ce qu’il appelait l’impératif des grands espaces : le droit des peuples à organiser leurs propres grands espaces face à l’universalisme et à l’impérialisme, quelle que soit leur origine. [17] Douguine observe que l’Union européenne elle-même est, par essence, un « grand espace » dont le statut demeure incertain. L’Union est une ébauche. La question est de savoir qui tient la plume.

La troisième raison est celle par laquelle nous avons commencé : l’Europe est déjà un monde multipolaire en miniature. Durant des siècles, catholiques et orthodoxes, Latins et Slaves, peuples germaniques et méditerranéens ont appris — souvent dans la douleur — à vivre côte à côte sans se confondre les uns avec les autres. L’Europe connaît de l’intérieur le prix et les bienfaits de la coexistence avec la différence. Aucune autre civilisation n’a dû apprendre cette leçon aussi souvent, à travers tant de guerres et tant de réconciliations. C’est précisément l’expérience dont un monde multipolaire a besoin.

La quatrième raison réside dans sa position entre les pôles. L’Europe borde l’Atlantique et le cœur continental eurasien ; par la Méditerranée, elle jouxte l’Afrique et le Moyen-Orient ; et par l’Arctique — qui s’ouvre sous un ciel plus chaud — elle se reliera aux routes septentrionales vers l’Asie. Dans la vision développée par Douguine, l’Europe et la Russie-Eurasie demeurent deux pôles distincts, deux entités liées par un destin commun au sein du vaste espace continental — contiguës sur le plan géographique et culturel, mais indépendantes. Le géopolitologue autrichien Jordis von Lohausen, que Douguine a longuement étudié, allait encore plus loin : il jugeait inconcevable un avenir pour l’Europe sans la Russie, et une Russie sans l’Europe géopolitiquement incomplète.[18]

Je sais tout le poids de ces mots en ces temps de guerre et de méfiance, et je ne prétends pas que les blessures de notre continent soient anodines. Mais précisément parce que les gouvernements ont cessé de s’écouter, les peuples ne doivent pas cesser de se parler.

La tradition occultée

Rien de tout cela n’est une invention. Il s’agit de retrouver un courant de pensée que l’Europe officielle a préféré oublier.

Après la Seconde Guerre mondiale, rappelle Douguine, la pensée géopolitique européenne s’est scindée en différents courants. D’un côté, l’euro-atlantisme pur, qui acceptait la primauté américaine comme l’ordre naturel des choses. De l’autre, ce qu’il appelle l’euro-continentalisme : la conviction que l’Europe doit s’affirmer par elle-même, forte de sa propre culture, de ses intérêts économiques et énergétiques, et de son propre système de sécurité. Charles de Gaulle évoquait une Europe s’étendant de l’Atlantique à l’Oural. Alain de Benoist a résumé le sentiment de toute une génération dans la formule « ni Ouest ni Est, mais l’Europe », ajoutant par la suite qu’il valait mieux s’aligner sur l’Est que sur l’Ouest[19].

On peut être d’accord ou non avec chacun de ces auteurs sur bien des points ; une tradition vivante se nourrit du débat. Pris dans leur ensemble, toutefois, ils expriment clairement une chose : l’Europe de Bruxelles et de l’OTAN n’est pas la seule Europe jamais imaginée. Il en a toujours existé une autre — une Europe continentale et souveraine, ancrée dans sa propre histoire et ouverte à ses voisins. Elle n’a jamais disparu. Elle a été réduite au silence.

La mer-cœur

Revenons à la mer qui a donné son nom à l’Europe.

Dans les documents de l’OTAN, la Méditerranée constitue le « flanc sud ». Un flanc est un élément que l’on protège — la périphérie du corps, et non son cœur. Pourtant, durant trois millénaires, la Méditerranée a été le cœur de l’Ancien Monde, l’espace où Égyptiens et Phéniciens, Grecs et Romains, Arabes, Normands, Vénitiens et Ottomans se sont rencontrés, ont commercé, se sont affrontés et se sont enrichis mutuellement.

Je l’ai qualifiée de « mer-cœur » et j’ai avancé l’idée d’une Méditerranée élargie, s’étendant de l’Europe continentale au Moyen-Orient, à l’Afrique du Nord et subsaharienne, et au-delà, vers l’Extrême-Orient. [20] Sur cette mer, je crois qu’une *Pax Mediterranea* est possible : une harmonie entre les civilisations qui ont toujours peuplé ses rivages, une paix entre l’Afrique du Nord et le Croissant du Moyen-Orient, entre l’Europe du Sud et les peuples des Balkans. Une paix ouverte sur l’océan Atlantique, mais qui ne se laisse pas régir par sa puissance.

Dans l’édition italienne de *La Théorie du monde multipolaire*, Giuseppe Marro écrit que l’Italie, en raison de sa projection naturelle en Méditerranée, fait office de pont entre l’Europe occidentale, l’Asie et l’Afrique. [21] C’est effectivement le cas. L’Italie joue — ou devrait jouer — un rôle stratégique naturel dans le bassin méditerranéen. Non pas pour dominer — une leçon que notre histoire nous a déjà enseignée — mais pour servir de médiateur. Une péninsule qui s’avance dans la mer est une main tendue en signe d’amitié.

La diplomatie des *Logoi*

Qu’est-ce que la diplomatie des peuples ? C’est ce qui se produit lorsque les peuples se rencontrent sans attendre la permission de leurs bureaucraties. Une diplomatie qui vient d’en bas, mais aussi des profondeurs : de la langue, de la mémoire, de la foi, de la manière dont un peuple conçoit la vie et la mort.

Dans la pensée de Douguine, comme l’ont souligné ses interprètes italiens, le dialogue entre les civilisations constitue le grand défi de notre époque. Pour le relever, il faut une nouvelle forme d’élite : des hommes et des femmes formés à l’anthropologie culturelle et à l’étude des sociétés archaïques et traditionnelles, capables de comprendre les codes de civilisations autres que la leur et d’évoluer au sein d’une cartographie commune des significations. Dans cette optique, la diplomatie devrait privilégier la circulation des idées bien plus que la politique ou le commerce. Marro résume cette idée par une formule juste : la diplomatie devrait devenir « une profession sacrée ».

Comme nous nous en sommes éloignés ! Aujourd’hui, la diplomatie se résume trop souvent à la gestion des sanctions, à la rédaction d’ultimatums et à l’arithmétique des armements. Pourtant, l’ambassadeur était autrefois celui qui portait la parole d’un peuple à un autre, et sa personne était inviolable parce que la parole était sacrée.

La diplomatie des peuples, telle que je la conçois, est une diplomatie des *Logoi*. Elle ne demande pas à l’autre de devenir comme nous ; elle lui demande d’être pleinement lui-même, afin qu’un dialogue authentique puisse s’instaurer. Dans *Noomachia*, Douguine décrit l’avenir qu’il envisage en des termes qui pourraient servir de programme : « de nombreuses civilisations, de nombreux pôles, de nombreux centres, de nombreux systèmes de valeurs sur une même planète et au sein d’une même humanité. De nombreux mondes. » [22]

De nombreux mondes. Non pas un monde unique régi par une capitale unique, parlant une langue autorisée unique et croyant en une vérité autorisée unique, mais de nombreux mondes — et parmi eux, un monde européen qui a retrouvé sa propre voix.

Penser, se souvenir, rencontrer

Avant de bâtir de nouvelles institutions et de conclure de nouvelles alliances, une conscience nouvelle doit voir le jour. Ce qu’un peuple ne peut imaginer, il ne peut le réaliser. La première tâche est donc d’ordre intellectuel : rendre une Europe multipolaire concevable — et donc possible.

Cette tâche comporte trois dimensions. La première consiste à penser — c’est-à-dire à élaborer une théorie européenne de la multipolarité qui puise dans toute la profondeur de la pensée géopolitique du continent, de Ratzel et l’école continentale jusqu’à la géopolitique des civilisations de Schmitt et Douguine, tout en restant critique, ouverte à toutes les traditions et consciente des limites de chaque école.

La seconde consiste à se souvenir. Nous devons retrouver les traditions que le consensus atlantique a reléguées en marge : les penseurs continentaux et méditerranéens, les philosophes ayant résisté à l’universalisme libéral, ainsi que les voix d’Europe de l’Est réduites au silence à deux reprises — d’abord par la domination soviétique, puis par l’hégémonie libérale qui lui a succédé.

La troisième consiste à se rencontrer. Il nous faut des espaces où institutions, universitaires, artistes et représentants de différentes civilisations puissent dialoguer d’égal à égal : Européens avec Russes et Chinois, avec Africains et Latino-Américains, avec les peuples du monde islamique, avec l’Inde et avec le Sud global. Non pas ce « dialogue » multiculturel de courtoisie où chacun convient par avance de ne rien dire, mais une véritable rencontre entre différents *Logoi*, dont chacun ressort transformé.

Dans cette entreprise, la Méditerranée occupe une place privilégiée. Notre mer intérieure doit à nouveau être perçue comme un carrefour de civilisations et non comme une zone de gestion extérieure ; la *Pax Mediterranea* constitue un horizon d’action concret : le laboratoire régional du monde multipolaire.

Un tel projet ne prend la forme ni d’un parti politique ni d’un groupe de pression. Il revêt la forme d’un mythe, celui d’une traversée : le voyage d’Europe à travers la mer, réitéré à notre époque, où l’Europe part à la rencontre de l’autre rive et où l’autre rive vient à sa rencontre.

C’est une tâche qui se mesure en décennies, et non en années, et qui s’accomplira pour une génération qui ne la verra pas advenir. Ce n’est pas une raison pour se décourager. Les cathédrales d’Europe ont été bâties par des hommes qui savaient qu’ils ne les verraient jamais achevées. Ils les ont construites tout de même, car ils savaient pour quoi ils bâtissaient.

La traversée

Lorsque le taureau blanc l’emporta à travers la mer, Europe ne savait pas où elle allait. Elle ignorait que son nom serait un jour donné à un continent — à ses empires et à ses cathédrales, à ses crimes et à ses saints, à ses philosophes et à ses poètes.

Aujourd’hui, l’Europe se tient de nouveau au bord de l’eau. Derrière elle s’étend le vieux monde qu’elle a bâti puis perdu — celui où une civilisation unique croyait pouvoir parler au nom de l’humanité tout entière. Ce monde a vécu, et il n’y a aucune raison de le regretter. Devant elle s’ouvre une mer riche d’autres rivages, d’autres peuples, d’autres manières d’être humain.

L’Europe peut rester sur le rivage, le regard tourné vers l’Atlantique, en attendant des instructions. Ou bien elle peut entreprendre à nouveau la traversée. Non pas en conquérante cette fois, ni en missionnaire d’un modèle universel, mais telle qu’elle fut à l’origine : une voyageuse, une « hôte » — au double sens que notre langue prête à ce mot —, une civilisation née d’une rencontre.

Si elle accomplit cette traversée, le monde multipolaire trouvera le centre qui lui manque : cette civilisation qui sait mieux que toute autre ce que signifie vivre avec la différence, car elle le pratique — dans le sang comme dans le génie — depuis trois mille ans.

L’Europe n’est pas le passé du monde. Elle en est l’un des avenirs, et il appartient aux peuples de décider lequel.

Tiré de la tribune de Lorenzo Maria Pacini pour Strategic Culture

[1] Ovide, Les Métamorphoses, II, 833–875 ; voir également Moscos, Europe.
[2] F. Fukuyama, « La fin de l’histoire ? », The National Interest, 16 (1989), p. 3–18 ; puis Id., La Fin de l’histoire et le Dernier Homme, Rizzoli, Milan, 1992.
[3] La Maison-Blanche, Stratégie de sécurité nationale des États-Unis d’Amérique, Washington, D.C., décembre 2025.
[4] A. Douguine, Théorie du monde multipolaire, Evrazijskoe dviženie, Moscou, 2012 ; édition anglaise : The Theory of a Multipolar World, Arktos, Londres, 2020 ; édition italienne : Teoria del mondo multipolare, sous la direction de G. Marro, AGA, Milan, 2019. Pour les titres russes, la translittération scientifique est utilisée ; les noms des auteurs suivent la forme italienne standard.
[5] A. Douguine, Fondements de la géopolitique. L’avenir géopolitique de la Russie, Arktogeja, Moscou, 1997.
[6] Cette image revient dans les écrits réunis dans P. N. Savitski, Le Continent Eurasie, Agraf, Moscou, 1997.
[7] Ibid.
[8] C. Schmitt, Terre et mer. Une considération sur l’histoire du monde, Reclam, Leipzig, 1942 ; traduction italienne : Terra e mare, Adelphi, Milan, 2002. Pour la systématisation de Douguine : Douguine, Fondements de la géopolitique, op. cit.
[9] H. J. Mackinder, Idéaux démocratiques et réalité. Une étude sur la politique de la reconstruction, Constable, Londres, 1919.
[10] G. K. Chesterton, L’Homme éternel, Hodder & Stoughton, Londres, 1925, Partie I, chapitre VII (« La guerre des dieux et des démons ») ; traduction italienne : L’uomo eterno.
[11] Cette interprétation est citée dans Douguine, Fondements de la géopolitique, op. cit. ; le passage correspondant de Mackinder demeure inchangé.
[12] N. J. Spykman, La Géographie de la paix, Harcourt, Brace and Company, New York, 1944.
[13] Douguine, Fondements de la géopolitique, op. cit.
[14] Voir L. M. Pacini, Méditerranée multipolaire.
[15] Mackinder, Idéaux démocratiques et réalité, op. cit. Sur Spykman : N. J. Spykman, La stratégie de l’Amérique dans la politique mondiale. Les États-Unis et l’équilibre des puissances, Harcourt, Brace and Company, New York, 1942 ; et Douguine, Fondements de la géopolitique, op. cit.
[16] C. Schmitt, Le Nomos de la Terre dans le droit international du Jus Publicum Europaeum, Greven, Cologne, 1950 ; traduction italienne : Il nomos della terra nel diritto internazionale dello « jus publicum europaeum », Adelphi, Milan, 1991.
[17] C. Schmitt, Ordre des grands espaces en droit international avec interdiction d’intervention pour les puissances étrangères à l’espace, Deutscher Rechtsverlag, Berlin, 1939. L’expression « impératif des grands espaces » ainsi que l’appel aux peuples d’Europe et d’Eurasie sont cités selon l’interprétation de Douguine.
[18] J. von Lohausen, Le courage du pouvoir. Penser en continents, Vowinckel, Berg am See, 1979.
[19] Concernant la seconde affirmation : A. de Benoist, Europe, Tiers monde, même combat, Robert Laffont, Paris, 1986. Première occurrence de la formule « ni Occident ni Orient, mais l’Europe ».
[20] Pacini, Méditerranée multipolaire, op. cit.
[21] G. Marro, dans Douguine, Théorie du monde multipolaire, édition italienne, op. cit.
[22] A. Douguine, Noomachie. Les guerres de l’esprit, Akademičeskij proekt, Moscou, 2014.

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Ucrania esta perdiendo, y Europa se niega a verlo

El exanalista de la CIA especializado en Rusia, George Beebe, ha lanzado una advertencia que las cancillerías europeas pretenden ignorar: Kiev está perdiendo la guerra, y los líderes occidentales, incapaces de admitir el fracaso de su estrategia, podrían convertir la derrota en una catástrofe nuclear.

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George Beebe no es un adversario declarado de Occidente. Exanalista de la CIA especializado en Rusia y actual director de estrategia global del Instituto Quincy, conoce la situación rusa desde dentro. Su análisis, publicado por Greater Eurasia, merece aún más atención porque proviene de una fuente incuestionablemente sesgada a favor de Moscú.

Su diagnóstico es inequívoco: la narrativa oficial de una Rusia «estratégicamente derrotada» se está desmoronando sobre el terreno. El ejército ucraniano se encuentra bajo una presión creciente, especialmente por la campaña aérea rusa. Esta realidad militar crea un doble problema para los gobiernos europeos: no solo su estrategia se está volviendo insostenible, sino que además está generando consecuencias políticas internas cada vez más graves.

George Beebe es categórico: una guerra convencional directa entre Europa y Rusia pondría al descubierto profundas debilidades estructurales. Los países europeos carecen de fuerzas terrestres suficientes y presentan importantes deficiencias en logística, transporte, defensa aérea e inteligencia en el campo de batalla. La mayor parte de la infraestructura militar europea depende de Estados Unidos, especialmente en materia de inteligencia y selección de objetivos.

«Si Estados Unidos se mantuviera al margen de una guerra convencional europea con Rusia, Europa se enfrentaría a importantes desventajas militares. Sin embargo, si Estados Unidos interviniera directamente, el peligro sería fundamentalmente diferente, ya que un conflicto directo entre la OTAN y Rusia podría convertirse rápidamente en nuclear. Un conflicto de este tipo sería extraordinariamente destructivo y no tendría vencedor».

Esta ecuación es ineludible: Europa no puede defenderse sola ni soportar las consecuencias de una intervención estadounidense. Está atrapada por su propia dependencia.

El núcleo del análisis de George Beebe reside en lo que él denomina la «trampa rusa»: un sesgo cognitivo occidental que transforma una espiral de seguridad en una profecía autocumplida.

Occidente considera a Rusia una potencia expansionista que debe ser contenida mediante una creciente presión militar. Pero si el conflicto es en realidad una espiral de escalada donde cada bando interpreta las acciones del otro como una amenaza, entonces una mayor presión produce mecánicamente una mayor escalada. Más armas, más despliegues, una retórica más agresiva conducen a respuestas rusas, que a su vez exigen más medidas occidentales.

«El peligro reside en que una política occidental destinada a disuadir a Rusia en realidad exacerbe el problema de seguridad subyacente».

geopoliticarugiente.com

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Hormuz and the Looming Economic Catastrophe

The Trump administration is missing the bigger picture

By Philip Pilkington | The American Conservative | October 9, 2026

In the classic martial arts film Enter the Dragon, Bruce Lee’s character is instructing a young, aspiring fighter. Irritated at the lack of progress his student is making, he points to the sky. “It’s like a finger pointing away to the moon,” he says as the student tries to focus on what his teacher is saying. “Don’t concentrate on the finger,” Lee says, slapping him on the head, “or you will miss all that heavenly glory.” The quote is derived from an old Buddhist text called the Śūraṅgama Sūtra, and the point is clear: Sometimes if you focus on what is immediately in front of you, you can miss the point entirely.

Something like this is happening in Washington, DC, right now. For almost two weeks, the debate around the progress or lack thereof in the Iran War has been focused on activity in the Strait of Hormuz. A whole host of maritime experts have emerged suddenly to inform us that the Trump administration has succeeded in reopening the crucial waterway to shipping. Maximalists are claiming that this means the United States has effectively won the war in the Middle East. Others are making the more modest claim that this reopening of the Strait will solve the looming energy crisis.

These were the two perspectives that most people who were not deeply involved in the debate heard. There was, however, a small but vocal minority who questioned whether the Strait had been opened at all. If Iran had effective fire control over the Strait in spring and summer, they asked, then why would they suddenly lose it now? Almost immediately after this question was raised, Iran settled the debate by striking an enormous number of ships: 12 and counting in less than a week.

To those of us who were paying attention, the whole exercise felt like looking at Lee’s finger as he points to the moon. As these debates unfolded, the market for U.S. Treasury debt continued an epic sell-off. Bloomberg quoted an investment banker who stated that Treasuries were “trading like a meme stock.” U.S. Treasury bonds have now experienced their worst long-run returns in history.

Treasury bonds are not just any old asset. For one, they are the debt of the U.S. government. If they become uninvestable, the capacity for Washington to live beyond its means through debt issuance is open to question. Treasuries are also the benchmark asset for the entire global dollar system that has allowed the U.S. to run enormous deficits for decades. If this asset starts “trading like a meme stock” and generating awful returns, foreigners will opt for something else. This week, the president of the German central bank stated that “the case for further diversification into gold remains significant.” People are talking.

In mid-September, the speaker of the Iranian parliament, Mohammed Bagher Ghalibaf, posted an equation on X. Unusually for an obscure piece of algebra, the post garnered nearly 7 million views. The equation was a modified version of what economists call the “Taylor Rule,” a method that economists and central bankers use when setting central bank interest rates. In normal times, the equation factors in expected future inflation and how much slack is in the economy. But Ghalibaf’s equation—which he called the “Straits Taylor Rule” —included two new variables: the Strait of Hormuz and the Bab el-Mandeb, the two waterways currently under fire from Iran and the Houthis in Yemen, respectively.

The equation is a stripped-down representation of Iran’s strategy. By controlling these waterways, Iran and its allied groups have gained control over the global energy market. By squeezing these chokepoints, Iran can assert de facto control over America’s financial markets by pushing up expected inflation. Central banks like the Federal Reserve realize that this is no mere bluff and have already started raising interest rates. Ghalibaf’s equation explains, to a very large extent, why American government debt is currently trading like a meme stock.

Meanwhile, at the same time as these pressures are felt in American financial markets, the real economy is undergoing a squeeze too. Recent reports from the Energy Information Agency suggest that American heating-oil bills are expected to rise by 21 percent this winter. Diesel markets are entering into a genuine crisis, with President Donald Trump floating the prospect of banning diesel exports to ensure that there are no shortages. Diesel is the lifeblood of the American logistics chain. If there are shortages, trains and trucks will not run and goods will not be delivered to shelves. Trump has walked back the diesel export ban for now, after strong-arming the Europeans to dump their oil and diesel reserves, but there is every chance that this option appears back on the table as the crisis worsens. Food prices are rising too, with sugar prices looking particularly worrisome.

Once again, Ghalibaf outlined how this is part of Iran’s overall strategy. In an X post this week, the speaker published a rudimentary graph—coupled with a haunting image of a ghost—showing rising commodity prices and interest rates on one side, and falling consumer confidence, foreign interest in U.S. Treasuries, hyperscaler investment, and housing affordability on the other. The Iranians are not just trying to squeeze the American financial system—they are aiming to put extreme stress on the entire economy—and it looks increasingly like they intend on making this pressure felt before American voters go to the polls on November 3.

The Trump administration has become fixated on the Strait of Hormuz, seeing it as a decisive battlefield on which the U.S. can win the war. But the Strait is merely a means to an end. For Iran, that end is to slowly demolish the American economy and financial system until the pressure becomes too much and the U.S. backs off. The idea that you can “win” such a battle is delusional.

The Strait is merely the finger in Lee’s analogy. It is Iran’s overall economic strategy—the moon—that we should focus on. And when we do, we come to the worrying conclusion that by the time the Trump administration cries uncle, the damage done to the American economy and financial system will be so severe that it could take many, many years to recover.

Original article:  www.thea

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Hormuz and the looming economic catastrophe

By Philip PILKINGTON

Join us on Telegram, X, and VK.

Contact us: info@strategic-culture.su

The Trump administration is missing the bigger picture.

In the classic martial arts film Enter the Dragon, Bruce Lee’s character is instructing a young, aspiring fighter. Irritated at the lack of progress his student is making, he points to the sky. “It’s like a finger pointing away to the moon,” he says as the student tries to focus on what his teacher is saying. “Don’t concentrate on the finger,” Lee says, slapping him on the head, “or you will miss all that heavenly glory.” The quote is derived from an old Buddhist text called the Śūraṅgama Sūtra, and the point is clear: Sometimes if you focus on what is immediately in front of you, you can miss the point entirely.

Something like this is happening in Washington, DC, right now. For almost two weeks, the debate around the progress or lack thereof in the Iran War has been focused on activity in the Strait of Hormuz. A whole host of maritime experts have emerged suddenly to inform us that the Trump administration has succeeded in reopening the crucial waterway to shipping. Maximalists are claiming that this means the United States has effectively won the war in the Middle East. Others are making the more modest claim that this reopening of the Strait will solve the looming energy crisis.

These were the two perspectives that most people who were not deeply involved in the debate heard. There was, however, a small but vocal minority who questioned whether the Strait had been opened at all. If Iran had effective fire control over the Strait in spring and summer, they asked, then why would they suddenly lose it now? Almost immediately after this question was raised, Iran settled the debate by striking an enormous number of ships: 12 and counting in less than a week.

To those of us who were paying attention, the whole exercise felt like looking at Lee’s finger as he points to the moon. As these debates unfolded, the market for U.S. Treasury debt continued an epic sell-off. Bloomberg quoted an investment banker who stated that Treasuries were “trading like a meme stock.” U.S. Treasury bonds have now experienced their worst long-run returns in history.

Treasury bonds are not just any old asset. For one, they are the debt of the U.S. government. If they become uninvestable, the capacity for Washington to live beyond its means through debt issuance is open to question. Treasuries are also the benchmark asset for the entire global dollar system that has allowed the U.S. to run enormous deficits for decades. If this asset starts “trading like a meme stock” and generating awful returns, foreigners will opt for something else. This week, the president of the German central bank stated that “the case for further diversification into gold remains significant.” People are talking.

In mid-September, the speaker of the Iranian parliament, Mohammed Bagher Ghalibaf, posted an equation on X. Unusually for an obscure piece of algebra, the post garnered nearly 7 million views. The equation was a modified version of what economists call the “Taylor Rule,” a method that economists and central bankers use when setting central bank interest rates. In normal times, the equation factors in expected future inflation and how much slack is in the economy. But Ghalibaf’s equation—which he called the “Straits Taylor Rule” —included two new variables: the Strait of Hormuz and the Bab el-Mandeb, the two waterways currently under fire from Iran and the Houthis in Yemen, respectively.

The equation is a stripped-down representation of Iran’s strategy. By controlling these waterways, Iran and its allied groups have gained control over the global energy market. By squeezing these chokepoints, Iran can assert de facto control over America’s financial markets by pushing up expected inflation. Central banks like the Federal Reserve realize that this is no mere bluff and have already started raising interest rates. Ghalibaf’s equation explains, to a very large extent, why American government debt is currently trading like a meme stock.

Meanwhile, at the same time as these pressures are felt in American financial markets, the real economy is undergoing a squeeze too. Recent reports from the Energy Information Agency suggest that American heating-oil bills are expected to rise by 21 percent this winter. Diesel markets are entering into a genuine crisis, with President Donald Trump floating the prospect of banning diesel exports to ensure that there are no shortages. Diesel is the lifeblood of the American logistics chain. If there are shortages, trains and trucks will not run and goods will not be delivered to shelves. Trump has walked back the diesel export ban for now, after strong-arming the Europeans to dump their oil and diesel reserves, but there is every chance that this option appears back on the table as the crisis worsens. Food prices are rising too, with sugar prices looking particularly worrisome.

Once again, Ghalibaf outlined how this is part of Iran’s overall strategy. In an X post this week, the speaker published a rudimentary graph—coupled with a haunting image of a ghost—showing rising commodity prices and interest rates on one side, and falling consumer confidence, foreign interest in U.S. Treasuries, hyperscaler investment, and housing affordability on the other. The Iranians are not just trying to squeeze the American financial system—they are aiming to put extreme stress on the entire economy—and it looks increasingly like they intend on making this pressure felt before American voters go to the polls on November 3.

The Trump administration has become fixated on the Strait of Hormuz, seeing it as a decisive battlefield on which the U.S. can win the war. But the Strait is merely a means to an end. For Iran, that end is to slowly demolish the American economy and financial system until the pressure becomes too much and the U.S. backs off. The idea that you can “win” such a battle is delusional.

The Strait is merely the finger in Lee’s analogy. It is Iran’s overall economic strategy—the moon—that we should focus on. And when we do, we come to the worrying conclusion that by the time the Trump administration cries uncle, the damage done to the American economy and financial system will be so severe that it could take many, many years to recover.

Original article:  www.theamericanconservative.com

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Putin Conveys to Trump Iran’s Vision on Possible Conflict Resolution – Kremlin

Sputnik – 10.10.2026

MOSCOW – Russian President Vladimir Putin conveyed to US President Donald Trump, in coordination with Iranian President Masoud Pezeshkian, Iran’s vision on a possible resolution of the conflict, Kremlin spokesman Dmitry Peskov said on Saturday.

Putin, during communication on the sidelines of the summit in Turkmenistan, held two meetings with Pezeshkian, at one of which he informed the Iranian president about the upcoming telephone conversation with the US president, the Kremlin spokesman noted.

“And then, in coordination with the Iranian president, Putin conveyed to Trump Iran’s vision on a possible resolution of the conflict,” Peskov said.

During a conversation with Trump, Putin showed understanding regarding some proposals of the US leader aimed at de-escalating the conflict in Ukraine, Peskov said.

At the initiative of Trump, most of the time in the telephone conversation between the leaders, which took place the previous evening, was devoted specifically to the Ukrainian settlement, Peskov added.

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When will this White House madness end?

By Philip GIRALDI

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Contact us: info@strategic-culture.su

The United States competes with Israel for the “Most Hated” Distinction

It was another horrific week in Washington with President Donald Trump actually succeeding in coming out with an apparently improvised comment that equaled or maybe even exceeded his ghastly performance at the United Nations where he speculated over whether he should “annihilate” Iran and drive it back into the Stone Age. It would seem that ninety plus million dead Persians would satisfy Donald’s blood lust when it comes to killing innocent civilians, but the latest musing by our beloved leader had him addressing a campaign rally in Nebraska, where he appeared to be declaring that he might well consider wanting to continue the war against Iran even if the price to pay from the Iranians were to be retaliation consisting of eliminating some of our cities. He said “It’s a small price to pay for keeping the world safe, for keeping our country safe, and it’s going to be over with very soon. Let ’em take out Los Angeles, let ’em take out San Diego.”

Trump clearly saw the whole thing as some kind of quid pro quo expecting that even Californians would consider the price to pay worth it if it kept Iran from obtaining a nuclear weapon but he failed to make any reasonable connection between the nonexistent weapon and the good to come out of annihilation of millions of Americans. The irony is, of course, that since Iran has no nukes and nor is it even developing that resource, a point generally made by US intelligence, it could not in any event destroy either or both of the West Coast cities. But then again, Trump is not given much to deep thinking and what he tends to say is what is roiling around among the three brain cells that might actually be functioning in his oversize head at any moment.

Interestingly, the video recording the gathering shows the Nebraska crowd of MAGA supporters cheering the exchange, seemingly unaware that the war never needed to be fought, that Iran was not and is not any military threat to the United States, and that the whole bloody thing could be ended by Trump repeating his frequent declaration of “victory” before ordering all the troops home and putting an end to it. That way no one “loses” and no more innocents have to die but somehow that does not appear to be an option circulating in the White House.

In the wake of the comment, both California’s Democratic Governor Gavin Newsom and San Diego Republican Mayor Todd Gloria called out President Trump for his willing to see Americans die in large numbers due to bad policies coming out of Washington. Newsom wrote on social media how “After sending the National Guard to occupy California, Donald Trump is now saying our foreign enemies should ‘take out’ Los Angeles and San Diego. He is deranged and dangerous.” Gloria added “San Diego is not collateral damage. We are not expendable. And we are never a ‘small price to pay.’ Keep our city out of your reckless war talk.”

The White House inevitably pushed back in support of Trump’s comments, with communications director Steven Cheung writing on social media how “The media freakout over President Trump’s comments is not rooted in reality. He was clearly stating US cities would have been threatened if a nuclear Iran hadn’t been stopped. America is safer because of the President. Iran has no nuclear, no navy, no air force, and no money.” Interestingly, Trump’s communications director, who interpreted the comment backwards by claiming falsely that the president had “stopped” an Iranian nuke, was incapable of understanding what Trump actually said and instead invented what he might have been wanting to say. All of which explains why the White House is as dysfunctional as it is.

Beyond that, something at least veering towards a bit of constructive policy did take place on September 30th when the United States completed its troop withdrawal from Iraq, which it has been de facto occupying for the past 23 years. The withdrawal, which took place after multiple requests by the Iraqi government, appears to be due to the desire to move US troops out of the effective range of some of the Iranian short range-missiles and drones which could easily reach Iraq. The soldiers and airmen will be moving to next door Jordan which means they will still be near enough to intervene if the Iraqis become naughty and do anything that is not perceived as being in American “interests.”

Some will recall that back in January 2020, then President Donald Trump ordered the assassination of the Iranian head of the Iranian Revolutionary Guards Qasim Soleimani who had just landed in Baghdad Airport to join in peace talks between his country and the Iraqis. Peace talks are not the sort of thing that Trumpists are good at, particularly if they involve actual or potential enemies of Israel, so Soleimani had to be stopped. The Iraqis are certainly aware that the departure of US soldiers does not mean an end to American intervention, which can indeed be at the point of a gun but which might also be through sanctions and other less kinetic means.

All of which is to suggest that the game is not over yet and Trump is quite capable of doing something very stupid in an attempt to salvage whatever remains from his reputation. What is behind a lot of this nonsense is the evil circle involving Trump himself and his good friends in Israel. Make no mistake that Israel is dedicated to becoming “Greater Israel” while also eliminating its potential enemies in Asia and Africa. And, unlike Iran, it is actually nuclear armed thanks to the material and technology that it stole from the United States before killing President John F Kennedy who tried to stop them. And the witless Donald will do everything in his power to help Prime Minister Benjamin Netanyahu be reelected, be it because he is being blackmailed or because he loves the man so much. Be that as it may, Trump will cooperate fully with Netanyahu or whoever succeeds him, no matter what. So too will there be the usual consensus on doing everything to please the Jewish state coming from the usual crowd of Israel firsters in Congress, in the mainstream media and among the Foundations that have come to rely on the money and “respect” that comes from inhabiting the same space as those who are beloved by Zion.

For those who have not yet aware of just how deeply the Zionist activists have inserted themselves in the body politic, I would greatly recommend an article put out by the highly respectable Quincy Institute that just appeared this past week written by Kelley Vlahos, the Editor in Chief of Responsible Statecraft. It provides the sordid details of how the Israel Lobby backed up by Jewish billionaires has been able to create and then subvert a conservative movement that originally appeared to support American interests to make them instead do Israel’s bidding. She describes how “The annual confab, [NatCon 2026] ostensibly launched for American conservatives in 2019, is in Jerusalem this week, largely focused on shoring up US support for the Jewish state.” If Israel is successful, it will bring about a proposed US-Israeli integration at the Pentagon and take its place as a “partner” of the United States in defense matters as well as in foreign policy. Make no mistake, Israel will bleed us dry and then discard our carcass without even a backward glance. It will be the end of our country. President Donald J Trump and his predecessor Joe Biden have done much to move this process along and it is to them and the cowards in Congress and the media that we the owe the deep hole that we as a once-upon-a-time proud and independent people will soon find ourselves in.

Original article:  www.unz.com

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Washington and Moscow Target the ICC: Different Motives, a Common Beneficiary

Russia’s demands for the extradition of International Criminal Court judges and Washington’s sweeping sanctions against the institution have converged within days. The two governments have different grievances, but the consequences of their actions increasingly overlap, raising questions about the political relationship between Donald Trump and Vladimir Putin and the future of international criminal justice.

Russia and the United States have intensified their campaigns against the International Criminal Court (ICC) almost simultaneously, exposing an increasingly consequential convergence between the policies of Vladimir Putin and Donald Trump.

On 8 October, Moscow demanded the extradition of ICC President Tomoko Akane and eight other current and former officials. The following day, Washington announced sanctions against the court as an institution, extending earlier measures against individual judges and prosecutors.

The timing raises an obvious question: are these independent campaigns arising from different disputes with international justice, or do they reflect a broader political understanding between Washington and Moscow?

There is no publicly established evidence of a coordinated operation or an agreement between Trump and Putin to undermine the ICC. Nevertheless, the strategic consequences of their respective actions are remarkably similar. Both weaken an institution pursuing criminal proceedings against political leaders whom the two governments seek to protect.

Different grievances, overlapping interests

Russia’s hostility towards the ICC is directly connected to the arrest warrant issued against Putin in March 2023 over the alleged unlawful deportation and transfer of Ukrainian children from occupied territories.

The court subsequently issued warrants against senior Russian military commanders, including Sergei Shoigu and Valery Gerasimov, over alleged crimes involving attacks on Ukrainian civilian infrastructure.

Moscow’s response has been to pursue ICC personnel through its own criminal justice system. The latest extradition demands follow convictions handed down in absentia by a Russian court in December 2025.

Washington’s confrontation with the ICC has a different immediate origin. The Trump administration objects to the court’s jurisdiction over American nationals and Israeli officials, particularly following the arrest warrants issued against Israeli Prime Minister Benjamin Netanyahu and former defence minister Yoav Gallant.

Secretary of State Marco Rubio has presented the American campaign as a defence of US sovereignty. Yet the sanctions announced on 9 October are not confined to the Israeli proceedings or any investigation involving American personnel.

They target the institution itself, potentially disrupting financial transactions and commercial relationships essential to its operation. This distinction matters because a court-wide restriction necessarily affects investigations beyond those cited by Washington. That includes Ukraine.

The Anchorage question

The political context cannot be separated from the relationship between Trump and Putin, including their meeting in Anchorage, Alaska, in August 2025.

The summit formed part of Trump’s efforts to negotiate directly with Moscow over the war in Ukraine. The American president has repeatedly treated relations with Putin as a question of diplomatic bargaining, seeking arrangements that might produce an agreement where conventional Western pressure has failed.

Against this background, suggestions that pressure on the ICC might form part of a wider accommodation with Moscow warrant scrutiny. However, the proposition that Trump specifically offered Putin assistance in neutralising the court during their Anchorage discussions remains unsubstantiated. There is no verified public account establishing such a commitment.

A more defensible conclusion is that Washington’s independently declared campaign against the ICC also advances an important Russian interest. For Putin, the benefit is clear. Measures designed to restrict the court’s financial and administrative capacity could complicate investigations into Russian conduct, irrespective of the American administration’s stated intentions.

The relationship therefore need not involve explicit coordination to produce politically significant results.

Why sanctions against the institution matter

The escalation from targeting individual prosecutors to sanctioning the entire ICC represents a substantial change. Previous American measures imposed personal and financial restrictions on selected officials. The latest approach threatens the broader infrastructure upon which international criminal proceedings depend.

The court requires banking facilities, secure communications, technology services and commercial suppliers. American sanctions can reach beyond US territory because of the international financial system’s dependence on dollar transactions and American service providers.

The ICC had already anticipated this vulnerability. According to details disclosed in September, the institution has pursued alternatives to American software and financial services to reduce its exposure.

Nevertheless, operational continuity and investigative effectiveness are not necessarily the same thing. The court may remain formally functional while facing additional costs, delays and restrictions affecting prosecutors, investigators and international cooperation.

For Ukraine, this is particularly significant. The ICC holds and evaluates evidence connected to alleged Russian war crimes, including the deportation of children and attacks on civilian infrastructure. Its proceedings preserve a judicial process independent of whatever diplomatic settlement Washington and Moscow might eventually negotiate.

Weakening that capacity would not invalidate existing warrants or automatically destroy evidence, but it could make the pursuit of accountability more difficult.

Europe’s response and its limitations

The European Union now faces a dispute with Washington over an institution that European governments have spent decades supporting.

On 9 October, eight governments issued a joint statement, reaffirming their support for the ICC and rejecting the American sanctions. The signatories included Germany, France, Italy, the Netherlands, Britain, Japan and Canada.

The European Commission also indicated that the EU was prepared to take measures necessary to preserve the court’s operations. Such assurances are politically important, but they do not automatically resolve the practical consequences of American restrictions.

European financial institutions and technology suppliers must consider their own exposure to US sanctions. Sustaining the court may require alternative payment arrangements, commercial protections and potentially further European regulatory intervention.

The EU has discussed extending its blocking statute to shield European operators from the effects of American sanctions. Whether that mechanism can provide sufficient protection remains uncertain.

The dispute also extends beyond the ICC’s current investigations. Ukraine and the Council of Europe are developing a separate Special Tribunal for the Crime of Aggression, designed to address jurisdictional limitations preventing the ICC from prosecuting Russia’s leadership for the decision to launch the invasion.

The two institutions have distinct legal mandates, although cooperation between them is envisaged. Undermining the ICC would not automatically prevent the special tribunal from operating, but it would weaken an important part of the wider international accountability framework.

A convergence with consequences for Ukraine

Washington and Moscow have not adopted identical positions towards the ICC. Russia seeks to discredit and punish the officials responsible for pursuing Putin. The Trump administration is attempting to restrict the court’s authority and operational capacity, principally in response to proceedings involving Americans and Israelis.

Yet their actions converge at precisely the point where the ICC’s independence becomes politically inconvenient. The distinction between motive and consequence is essential. It would be premature to describe the American sanctions as evidence of a secret bargain struck in Anchorage. It would be equally mistaken to overlook the assistance these measures could provide to Moscow.

The broader concern is that the United States, traditionally central to Western efforts to hold Russia accountable for its invasion of Ukraine, is now applying pressure to one of the principal institutions carrying out that work.

For European governments, the immediate question is no longer simply whether they support the International Criminal Court. It is whether they are prepared to protect its practical independence when the political and financial pressure comes not only from Russia, but also from Washington.

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La “regola aurea” dell’Iran

Il controllo iraniano sui passaggi strategici di Hormuz e Bab el-Mandeb si trasforma in un’arma economica capace di influenzare i prezzi dell’energia, alimentare l’inflazione e condizionare le decisioni della Federal Reserve. Teheran dimostra così che la pressione militare e il controllo delle rotte petrolifere possono mettere in difficoltà Washington ben oltre il campo di battaglia.

Segue nostro Telegram.

Nei giorni scorsi, Kpler ha quantificato in almeno 16,5 milioni di barili al giorno l’ammontare medio raggiunto nel mese di settembre dalle esportazioni di petrolio dalla regione del Golfo, nell’ambito di graduale ritorno dei flussi sui livelli prebellici. Una quota significativa dell’output è transitata attraverso lo Stretto di Hormuz, che la scorsa settimana ha registrato volumi medi di greggio in uscita superiori ai 14 milioni di barili al giorno segando un incremento di oltre il 210% rispetto al minimo di circa 4,5 milioni di barili giornalieri di media toccato nel mese di marzo.

Un risultato strabiliante, ascritto generalmente al danneggiamento e/o distruzione dei radar e dei sistemi di comunicazione iraniani situati nelle zone costiere ad opera delle forze statunitensi. Le operazioni di “bonifica” hanno posto le basi per l’instaurazione di un corridoio di navigazione a doppio senso a ridosso delle coste dell’Oman, di cui i mercantili si sono serviti per entrare nel Golfo Persico, imbarcare petrolio, riattraversare lo Stretto e trasferire il carico su navi in attesa al di fuori del passaggio marittimo, sotto la supervisione della Us Navy.

Di questa “rotta sicura” si è avvalsa anche l’Arabia Saudita, specialmente in seguito al danneggiamento in più punti dell’oleodotto East-West ad opera delle milizie irachene. La conduttura aveva assicurato a Riyadh la possibilità di convogliare parte rilevante (4-5 milioni di barili al giorno) della produzione petrolifera verso il porto di Yanbu, sul Mar Rosso, così da aggirare lo Stretto di Hormuz.

L’Iran, di contro, è stato tagliato fuori dal mercato petrolifero globale dal blocco navale statunitense, che accentua le pressioni economiche sulla Repubblica Islamica esercitate dalle sanzioni annunciate lo scorso agosto dal segretario al Tesoro Bessent.

La Repubblica Islamica, hanno concluso gran parte degli analisti, stava rapidamente perdendo il controllo sullo Stretto di Hormuz.

Lo scenario è cambiato radicalmente a partire dal 28 settembre, quando gli iraniani hanno ripreso le operazioni offensive contro le petroliere che si accingevano ad attraversare lo Stretto di Hormuz senza autorizzazione di Teheran. Kpler ha documentato almeno sette attacchi contro navi mercantili, di cui quattro avevano effettuato due o più viaggi di andata e ritorno attraverso lo Stretto di Hormuz a partire da giugno. Nel novero degli obiettivi figurano due Very Large Crude Carrier (Vlcc) gestite dalla Kuwait Oil Tanker Company, in grado di trasportare fino a due milioni di barili di petrolio.

Il 3 ottobre, la divisione navale dei Pasdaran ha lanciato un chiaro avvertimento alle navi intenzionate a percorrere il corridoio allestito dagli Stati Uniti, minacciando di prenderle di mira e distruggerle. «Non fidatevi della Marina statunitense, non utilizzate assolutamente il corridoio meridionale e non mettete a rischio la vostra vita», recitava il messaggio radio trasmesso dalle Guardie Rivoluzionarie su un canale pubblico comunemente impiegato per la navigazione commerciale. Secondo gli specialisti, gli attacchi iraniani starebbero già producendo un impatto negativo, con i primi segnali di un rallentamento dei flussi petroliferi.

La passività con cui Teheran ha assistito alla ripresa dei flussi petroliferi in uscita dal Golfo Persico era quindi frutto di una preciso calcolo politico. Una strozzatura prolungata dell’offerta petrolifera danneggia non soltanto i nemici della Repubblica Islamica, ma anche un grande importatore di idrocarburi alleato come la Cina e la vasta platea di Paesi neutrali che gli iraniani non hanno alcun interesse a inimicarsi.

La riattivazione del traffico attraverso quel cruciale braccio di mare non è per di più coinciso con un crollo delle quotazioni internazionali di petrolio, gas e derivati, i cui prezzi sono rimasti mediamente del 50% più alti rispetto ai livelli pre-bellici. Costi di trasporto elevati (i broker navali stimano che i produttori di petrolio del Golfo Persico sborsino tra i 30 e i 40 milioni di dollari per un viaggio di andata e ritorno attraverso lo Stretto di Hormuz), rincaro delle polizze assicurative, prolungamento dei tempi di riparazione e/o ricostruzione degli impianti energetici del Golfo Persico danneggiati e/o distrutti nell’ambito del conflitto e insufficiente capacità di raffinazione all’interno del sistema globale hanno mantenuto i valori dell’energia sufficientemente alta da imporre conseguenze molto pesanti all’economia globale nel suo complesso e in particolare agli Stati Uniti. Paese in cui i riscaldamenti domestici, i mezzi agricoli, i treni e i camion che percorrono oltre 400 miliardi di miglia ogni anno per trasportare il 73% circa di tutte le merci sono alimentati a diesel. Nella settimana compresa tra il 21 e il 28 settembre, il prezzo del diesel è salito a 6,53 dollari, a fronte dei 3,76 registrati nei giorni antecedenti all’attacco israelo-statunitense contro l’Iran.

Si tratta di un aumento di circa il 74%, che pesa soprattutto sugli agricoltori, chiamati proprio in questo periodo di raccolto a fare maggiore impiego di trattori e mietitrebbie. Devono anche prepararsi alla stagione della semina, accumulando fertilizzanti che provengono in larga parte proprio dalla regione del Golfo Persico. A partire dall’urea, derivato petrolifero il cui prezzo è aumentato dell’80% soltanto tra marzo e aprile.

Anche le compagnie aeree risentono pesantemente dell’instabilità nel quadrante del Golfo, perché le loro flotte consumano carburante speciale derivato dal petrolio. Dopo lo scoppio della guerra, i prezzi del carburante per aerei sono pressoché raddoppiati.

L’inflazione è conseguentemente aumentata, anche a causa del concomitante, frenetico attivismo di Ansarallah. Nell’arco di pochi giorni, la compagine yemenita alleata di Teheran ha strappato al governo internazionalmente riconosciuto di Sana’a il controllo delle aree costiere che si affacciano sullo Stretto di Bab el-Mandeb, imposto il blocco dei porti sauditi, preso di mira petroliere riconducibili al regno e colpito, di concerto con le milizie sciite irachene, il cruciale oleodotto East-West in più punti rendendolo inutilizzabile per quasi due settimane.

L’azzeramento provvisorio dell’export petrolifero saudita si è istantaneamente riverberato sui prezzi internazionali del greggio.

Segno che, controllando i due cruciali punti di strozzatura di Hormuz e Bab el-Mandeb, l’Iran e i suoi alleati regionali esercitano una notevole capacità di influenza sulla quotazione del petrolio e, a ricasco, sulle politiche monetarie di gran parte dei Paesi del mondo. A partire proprio dagli Stati Uniti.

Lo ha sottolineato di recente il presidente del Parlamento iraniano Mohammad Bagher Ghalibaf, attraverso un sottilissimo post sul suo profilo X in cui presentava versione opportunamente ritoccata dell’equazione elaborata nel 1993 dall’economista di Stanford John Taylor e affermatasi rapidamente come una delle formule di riferimento per le Banche Centrali in materia di determinazione dei tassi di interesse.

Nello specifico, l’equazione mette in relazione il tasso di interesse sui titoli di Stato a dieci anni con l’andamento dell’inflazione e l’output gap, raccomandando di innalzare i tassi di interesse quando l’inflazione supera l’obiettivo del 2% e/o la produzione economica eccede il suo potenziale.

La logica è elementare: tassi di interesse più alti rendono più costoso indebitarsi. Quando il costo del credito aumenta, privati ​​e aziende riducono la propria propensione all’indebitamento e riducono la spesa, raffreddando così la dinamica dei prezzi. Ghalibaf ha integrato a questi dati già ricompresi nell’equazione di Taylor due nuove variabili, rappresentate dallo Stretto di Hormuz (denominato “SOH”) e da quello di Bab el-Mandeb (denominato “BM”) .

Nella “Stratis Taylor Rule” – i = r* + π* + 1.5(π−π*) + 0.5(y−y*) + α(SOH−SOH*) + β(BEM−BEM*), α,β > 0 – coniata da Ghalibaf, i tassi di interesse statunitensi crescono proporzionalmente alla gravità dell’interruzione dei traffici di idrocarburi in questi due nevralgici punti di strozzatura. Alla formula, il presidente del Parlamento iraniano ha accluso un commento: «vediamo se un rialzo dei tassi contribuirà a riaprire lo Stretto di Hormuz o a produrre una singolo barile di petrolio in più. Non si possono risolvere i problemi di un punto di strozzatura con 25 punti base aggiuntivi».

Tradotto: un innalzamento dei tassi di interesse ad opera della Federal Reserve non garantisce la riapertura dei due stretti, né l’aumento dell’offerta di petrolio. In compenso, chi controlla Hormuz e Bab el-Mandeb influisce indirettamente sulla determinazione dei tassi di interesse negli Stati Uniti in quanto titolare della prerogativa di dettare tempi e modi del traffico marittimo. E, quindi, di aumentare discrezionalmente i prezzi petroliferi. Ovvero di far lievitare l’inflazione.

Le dinamiche belliche che di recente hanno interessato la regione del Golfo Persico avvalorano la tesi di Ghalibaf. Nei dieci giorni antecedenti al 16 settembre, data in cui il direttivo della Federal Reserve si sarebbe pronunciato in materia di tassi, gli iraniani hanno preso di mira alcune petroliere nei pressi dello Stretto di Hormuz, mentre Ansarallah ha bersagliato la raffineria saudita di Jizan e assunto il controllo della costa prospiciente lo stretto di Bab el-Mandeb. Parallelamente, uno sciame di droni lanciato dalle milizie sciite irachene ha colpito l’oleodotto East-West, sospingendo il prezzo del petrolio al di sopra della soglia critica dei 100 dollari per barile. Un copione sostanzialmente analogo era andato in scena poche ore prima della riunione del board della Federal Reserve di fine luglio, quando alcuni missili lanciati da Ansarallah avevano centrato due petroliere saudite facendo anche in quel caso salire il prezzo petrolio sopra i 100 dollari.

Il prossimo vertice del direttivo della Federal Reserve è previsto per il 28 ottobre. Si tratta di una data da tenere d’occhio, visti i precedenti.

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New Yorkers demand ‘ICE Out’ after Bronx father shot in front of his five-year-old

Immigration and Customs Enforcement (ICE) agents shot seven rounds into the vehicle of a New York father while his five-year-old son was in the car on the afternoon of Thursday, October 8. Oscar Belgal, a Dominican man, who had just picked up his son from school, was hit in the neck but survived the shooting.

He is currently being detained by ICE in the Metropolitan Detention Center in Brooklyn after being discharged from the hospital Thursday night. His lawyers have reported that he still has a bullet lodged in his body more than 24 hours after being shot. 

The Department of Homeland Security (DHS) said that they were conducting a “targeted enforcement operation,” calling Belgal a “criminal illegal alien.”

Local officials describe the incident differently. In a press conference, held by immigrant rights groups and officials a couple hours after the shooting, speakers described that disguised agents approached Belgal’s vehicle with their guns drawn. When Belgal started to move his vehicle forward at least one agent opened fire. Video emerged online of one of the agents carrying a large gun that reports say was a modified AR-15.

“They wore construction vests and masks that concealed their faces,” said New York City Mayor Zohran Mamdani to press later that night.

“There was no reasonable way to identify them as ICE agents.”

The mayor claimed that he attempted to negotiate with President Trump directly for the release of Belgal, but “those negotiations were unsuccessful.” He then described ICE as “vicious” and “cruel,” saying that ICE undermines public safety.

“This is an agency that must be abolished.”

New York politicians face calls to act against ICE

New York City Public Advocate Jumaane D. Williams said that federal officials would certainly try to justify the shooting by painting a narrative that makes Bengal seem like “the worst human being you ever heard of.” But he emphasized that what actually happened is that a father picking up his child was shot by a federal agency after school dismissal in a residential area.

Later that night, in a separate press conference with the mayor, New York City Police Department (NYPD) Commissioner Jessica Tisch announced that Oscar Belgal had been arrested in 2023. Hecklers and protesters then began disrupting the mayor and the police commissioner, accusing them of demonizing the victim and justifying ICE violence.

“Tisch and the NYPD are effectively running cover for the Trump administration” over the federal shooting of a Dominican father, said Andre Easton, candidate for New York’s 15th Congressional District, in a statement on Friday, October 9.

Easton called on the mayor to back up his call to abolish ICE with action. “He must fully enforce his own Executive Order 13 and kick every ICE agent out of our city.”

He also slammed Ritchie Torres, the current representative of NY-15, for only demanding an investigation into the shooting. Torres’ demands represent a “betrayal of the Bronx.”

The same politicians that built the deportation machine won’t dismantle it, he argued.

“We need a mass movement powerful enough to dismantle it and win full, equal, and permanent rights for all immigrants.”

Sparks of that very movement may already be breaking out in New York.

Movement for ICE out of NY re-emerges

Hours after the shooting, hundreds of New Yorkers took to the streets and marched to the hospital where Belgal was being treated. They carried banners and placards reading “Abolish ICE” and “Full Rights for All Immigrants” and “Justice for Lorenzo, Joan, and All Victims of ICE Terror.”

The protests were met with force by the New York City Police Department, who attacked protesters with barricades, pushing and shoving several, including congressional candidate Darializa Avila Chevalier, and making a handful of arrests.

However, New Yorkers have continued pushing for ICE to leave the city, organizing protests on Friday and Saturday.

ICE strikes again

The shooting in New York is yet another in a series of ICE shootings across the United States, including the killings of Renee Nicole Good and Alex Pretti in Minneapolis, Lorenzo Salgado Araujo in Houston, and Joan Sebastián Durán Guerrero in Maine. Each of these cases has left families and communities traumatized and provoked eruptions in the movement against ICE violence.

Now in New York, demonstrators are elevating the pressure on their elected officials and making a distinction between mere demands for investigation and concrete action that ends ICE operations and takes steps toward abolition.

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The Search for Truth: Charlie Kirk’s Assassination One Year Later

International Center for 9/11 Justice – October 9, 2026

One year after Charlie Kirk’s assassination, independent journalist James Lee takes the stage to ask a difficult question: Are there still unanswered questions about what happened—and who gets to investigate them?

Speaking at the 9/11: 25 Years Later conference, Lee examines what he considers inconsistencies and unresolved issues in the case, including the handling of potential evidence, the rapid clearing of the crime scene, questions about the investigation, and the media’s portrayal of the events.

Lee also explores Charlie Kirk’s relationship with Turning Point USA, the organization’s reported shift in funding and political messaging, and Kirk’s publicly expressed frustrations over Israel and its influence on American politics. He raises allegations of possible foreign involvement, which remain unproven in this presentation, and calls for further scrutiny rather than unquestioning acceptance of any single narrative.

The speech expands into a broader argument about free speech, the First Amendment, citizen journalism, and the responsibility of independent researchers to scrutinize institutions and challenge powerful interests. Drawing parallels with the JFK assassination and 9/11, Lee urges audiences to keep asking questions and examining evidence.

Watch the full presentation and decide for yourself which questions deserve further investigation. The allegations and interpretations discussed are those of the speaker and should not be taken as independently verified findings.

Subscribe for more talks, investigative journalism, and presentations from the 9/11: 25 Years Later conference.

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When Will This White House Madness End?

The United States competes with Israel for the “Most Hated” Distinction

By Philip Giraldi • Unz Review • October 8, 2026

It was another horrific week in Washington with President Donald Trump actually succeeding in coming out with an apparently improvised comment that equaled or maybe even exceeded his ghastly performance at the United Nations where he speculated over whether he should “annihilate” Iran and drive it back into the Stone Age. It would seem that ninety plus million dead Persians would satisfy Donald’s blood lust when it comes to killing innocent civilians, but the latest musing by our beloved leader had him addressing a campaign rally in Nebraska, where he appeared to be declaring that he might well consider wanting to continue the war against Iran even if the price to pay from the Iranians were to be retaliation consisting of eliminating some of our cities. He said “It’s a small price to pay for keeping the world safe, for keeping our country safe, and it’s going to be over with very soon. Let ’em take out Los Angeles, let ’em take out San Diego.”

Trump clearly saw the whole thing as some kind of quid pro quo expecting that even Californians would consider the price to pay worth it if it kept Iran from obtaining a nuclear weapon but he failed to make any reasonable connection between the nonexistent weapon and the good to come out of annihilation of millions of Americans. The irony is, of course, that since Iran has no nukes and nor is it even developing that resource, a point generally made by US intelligence, it could not in any event destroy either or both of the West Coast cities. But then again, Trump is not given much to deep thinking and what he tends to say is what is roiling around among the three brain cells that might actually be functioning in his oversize head at any moment.

Interestingly, the video recording the gathering shows the Nebraska crowd of MAGA supporters cheering the exchange, seemingly unaware that the war never needed to be fought, that Iran was not and is not any military threat to the United States, and that the whole bloody thing could be ended by Trump repeating his frequent declaration of “victory” before ordering all the troops home and putting an end to it. That way no one “loses” and no more innocents have to die but somehow that does not appear to be an option circulating in the White House.

In the wake of the comment, both California’s Democratic Governor Gavin Newsom and San Diego Republican Mayor Todd Gloria called out President Trump for his willingness to see Americans die in large numbers due to bad policies coming out of Washington. Newsom wrote on social media how “After sending the National Guard to occupy California, Donald Trump is now saying our foreign enemies should ‘take out’ Los Angeles and San Diego. He is deranged and dangerous.” Gloria added “San Diego is not collateral damage. We are not expendable. And we are never a ‘small price to pay.’ Keep our city out of your reckless war talk.”

The White House inevitably pushed back in support of Trump’s comments, with communications director Steven Cheung writing on social media how “The media freakout over President Trump’s comments is not rooted in reality. He was clearly stating US cities would have been threatened if a nuclear Iran hadn’t been stopped. America is safer because of the President. Iran has no nuclear, no navy, no air force, and no money.” Interestingly, Trump’s communications director, who interpreted the comment backwards by claiming falsely that the president had “stopped” an Iranian nuke, was incapable of understanding what Trump actually said and instead invented what he might have been wanting to say. All of which explains why the White House is as dysfunctional as it is.

Beyond that, something at least veering towards a bit of constructive policy did take place on September 30th when the United States completed its troop withdrawal from Iraq, which it has been de facto occupying for the past 23 years. The withdrawal, which took place after multiple requests by the Iraqi government, appears to be due to the desire to move US troops out of the effective range of some of the Iranian short range-missiles and drones which could easily reach Iraq. The soldiers and airmen will be moving to next door Jordan which means they will still be near enough to intervene if the Iraqis become naughty and do anything that is not perceived as being in American “interests.”

Some will recall that back in January 2020, then President Donald Trump ordered the assassination of the Iranian head of the Iranian Revolutionary Guards Qasim Soleimani who had just landed in Baghdad Airport to join in peace talks between his country and the Iraqis. Peace talks are not the sort of thing that Trumpists are good at, particularly if they involve actual or potential enemies of Israel, so Soleimani had to be stopped. The Iraqis are certainly aware that the departure of US soldiers does not mean an end to American intervention, which can indeed be at the point of a gun but which might also be through sanctions and other less kinetic means.

All of which is to suggest that the game is not over yet and Trump is quite capable of doing something very stupid in an attempt to salvage whatever remains from his reputation. What is behind a lot of this nonsense is the evil circle involving Trump himself and his good friends in Israel. Make no mistake that Israel is dedicated to becoming “Greater Israel” while also eliminating its potential enemies in Asia and Africa. And, unlike Iran, it is actually nuclear armed thanks to the material and technology that it stole from the United States before killing President John F Kennedy who tried to stop them. And the witless Donald will do everything in his power to help Prime Minister Benjamin Netanyahu be reelected, be it because he is being blackmailed or because he loves the man so much. Be that as it may, Trump will cooperate fully with Netanyahu or whoever succeeds him, no matter what. So too will there be the usual consensus on doing everything to please the Jewish state coming from the usual crowd of Israel firsters in Congress, in the mainstream media and among the Foundations that have come to rely on the money and “respect” that comes from inhabiting the same space as those who are beloved by Zion.

For those who are not yet aware of just how deeply the Zionist activists have inserted themselves in the body politic, I would greatly recommend an article put out by the highly respectable Quincy Institute that just appeared this past week written by Kelley Vlahos, the Editor in Chief of Responsible Statecraft. It provides the sordid details of how the Israel Lobby backed up by Jewish billionaires has been able to create and then subvert a conservative movement that originally appeared to support American interests to make them instead do Israel’s bidding. She describes how “The annual confab, [NatCon 2026] ostensibly launched for American conservatives in 2019, is in Jerusalem this week, largely focused on shoring up US support for the Jewish state.” If Israel is successful, it will bring about a proposed US-Israeli integration at the Pentagon and take its place as a “partner” of the United States in defense matters as well as in foreign policy. Make no mistake, Israel will bleed us dry and then discard our carcass without even a backward glance. It will be the end of our country. President Donald J Trump and his predecessor Joe Biden have done much to move this process along and it is to them and the cowards in Congress and the media that we the owe the deep hole that we as a once-upon-a-time proud and independent people will soon find ourselves in.

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Huckabee aide goes to ‘unusual lengths’ to portray ‘Israel’ positively

 Al Mayadeen | October 9, 2026

David Milstein, a senior advisor to US Ambassador to “Israel” Mike Huckabee, suppressed an embassy memo critical of the Israeli government’s decision to approve additional settlements in the Israeli-occupied West Bank, The New York Times reported, citing three US officials who work with Milstein.

The officials told the Times that Milstein blocked the memo from being released before it could be shared with lawmakers in Washington. He also insisted on approving communications from the embassy section responsible for Palestinian affairs, according to multiple officials with direct knowledge of the matter.

The officials said they spoke to the newspaper because they were concerned that Milstein’s actions were undermining the normal work of the diplomatic mission, while those who interacted with him told the Times that he went to “unusual lengths” to portray “Israel” positively.

Milstein’s role at embassy comes under scrutiny

Milstein’s LinkedIn profile shows that he previously worked as an aide to Sen. Ted Cruz, R-Texas, and as an advisor to Florida Gov. Ron DeSantis’ gubernatorial campaign, where he handled “Jewish and pro-Israel outreach.” He later served as a special assistant to former US Ambassador to “Israel” David Friedman during President Donald Trump’s first term.

Milstein also drew attention in September after sending wedding invitations requesting “monetary wedding gift[s]” in “U.S. dollars or Israeli shekels” alongside a QR code, according to screenshots reviewed by Politico’s Playbook.

Huckabee defended Milstein following the report, writing on social media, “If there is anyone I’ve worked with presently or over the past 50 years of my adult life which I’ve had absolute confidence in as one with impeccable integrity, it’s David Milstein.”

A source in the intelligence community told Politico, “[Milstein’s] a giant walking counterintelligence red flag … the fact that he is blatantly soliciting donations is absolutely jaw dropping.”

The Trump administration previously dropped sanctions imposed by the Biden administration on extremist Israeli settlers. Huckabee has also condemned settler violence in the West Bank, calling it an “act of terror.”

Huckabee has separately addressed growing dissatisfaction toward “Israel” in the United States, telling NewsNation that social media disinformation and foreign propaganda were responsible for much of the negative perception.

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Trump Announces Diesel Supply Deal With Putin Following Phone Call

Sputnik – 09.10.2026

US President Donald Trump says he reached an agreement with Russian President Vladimir Putin during a phone call for Russia to supply diesel fuel to American and global markets.

Russia will deliver more than 300,000 tons immediately, followed by 500,000 tons in November and another 1 million tons shortly afterward, he wrote on Truth Social.

Trump also announced plans for an additional 3 million tons of Russian diesel, depending on the condition of Russia’s refineries, claiming the agreement would help bring down fuel prices in the US and worldwide.

Following the announcement, the US Treasury’s Office of Foreign Assets Control (OFAC) announced a temporary general license allowing Russian diesel supplies to global markets, effective immediately at Trump’s direction.

Trump believes the deliveries would help bring down diesel prices in the US and worldwide amid rising fuel costs and disruptions to global energy markets.

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Midterms 2026: ‘the worst democracy money can buy’ | w/ Ben Becker

ICE is funded through 2029, the Pentagon budget is at record highs – and plenty of Democrats voted for both. So what does winning Congress actually change?

With an ad spend set to hit $11.6 billion and record dark money pouring into the 2026 midterms, BreakThrough News editor-in-chief Ben Becker joins Zoe Alexandra and Rania Khalek to break down what’s really at stake on November 3. He lays out how billionaires and untraceable super PACs are buying the election, the threat of Trump deploying ICE at the polls, and why a likely Democratic majority is unlikely to claw back DHS funding or end Trump’s war on Iran – recalling how Democrats failed to pass comprehensive immigration reform or universal childcare the last time they held power.

And with self-proclaimed socialists like Zohran Mamdani saying Gaza’s a genocide while capitulating to pro-Israel pressure, Becker warns of the Democratic Party’s history of co-opting mass movements – while arguing the pattern reveals real radicalization across US society. And he makes the case for what comes next, pointing to mobilizations now in the streets of France and Spain, and January’s general strike in Minneapolis.

Watch full episodes of BT Live, join breakthroughnews.org as a member today!

#breakthroughnews

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Rough transcript follows:
[Speaker 1:] With record amounts of dark money pouring into the midterms, and ICE sitting on tens of millions of voter records—records that documents show it tried to share with Peter Thiel’s Palantir—Washington is bracing for an ugly fight over who controls Congress. But for the millions of Americans living in fear of ICE raids, struggling to make rent, or trying to afford fruits and vegetables, how much are their daily lives impacted by the outcome of these midterms? Now that I’m back in the States, I see just how much the price of everything has gone up.

Democrats are running on stopping Trump, but this is also a party that helped push the military budget toward record highs. ICE is already funded through 2029, thanks to a $75 billion windfall Congress handed it last year. So what could—or would—a Democratic majority actually change?

To break it all down, we’re joined by our very own Ben Becker, editor-in-chief of Breakthrough News. Ben, it’s great to have you back on the show.

[Speaker 2:] Thanks for having me. Happy to be back.

[Speaker 1:] These midterms, as I mentioned, are set to break election-spending records. It’s actually insane how much money is pouring in. You’ve got super PACs, the tech and finance industries, and dark-money donors funneling so much cash into ads and races to basically control the outcome like never before.

At the same time, as I mentioned, ICE has been combing through tens of millions of voter records in the name of hunting noncitizen voters, as they call them. With all that in mind, what kind of election is this shaping up to be? Do you think the bigger threat is that money is buying the outcome, or that the state apparatus is being set up to police the vote? Perhaps those two things aren’t mutually exclusive. Either way, none of this sounds very democratic.

[Speaker 2:] It’s sort of like asking, “Would you prefer to die by being hit by a bus, or through long-term cancer?” I think there really are two different things there: the long-term erosion of an already fairly restricted democracy. We shouldn’t pretend that the United States had a shining democratic tradition, given the history of Jim Crow and slavery, the disenfranchisement of millions of undocumented workers, and the largest prison population in the world. All these things were already existing.

Then, after Citizens United, came the infusion of billions of dollars in dark money. The crypto industry, the AI industry, AIPAC, or whoever can give money to nonprofits, which then give money to a super PAC with some shady name that was just started. Literally billions of dollars are going into campaign ads, and nobody knows who’s behind the money. The organizations are basically untraceable.

According to some estimates, around $10 billion will be spent just on these midterm elections, with about 20 billionaires—just 20 individuals—making up one-eighth of all that spending. That’s over a billion dollars. Eighteen of the 20 are Republicans, and two are Democrats. They’re pouring enormous sums of money into going after candidates they don’t like. We’ve seen huge amounts of money spent in some of these key races. That’s obviously a huge threat to any kind of equality or democracy. Some have called it “the best democracy money can buy.” We might want to revise that to “the worst democracy money can buy.”

Then you have Trump’s very particular, immediate threats—which would be like being hit by the bus, so to speak: seizing the ballots, potentially taking control of the count, and deploying ICE agents at ballot stations to scare off people from immigrant communities. There are people in his corner calling for him to declare a state of emergency or invoke the Insurrection Act, or who knows what. I think there’s a whole variety of new threats on top of this long-term erosion, or takeover of the whole electoral system by the billionaire class.

[Speaker 1:] Another element of this month leading up to the midterm elections is that a lot of people have spoken about the very real possibility that Democrats might take back either the House and the Senate, or just one of the two. Let’s say Democrats do manage to win one of these two bodies, or win the majority. ICE’s $75 billion budget is locked in through 2029. The House just passed a record defense bill, and Trump is asking for $1.5 trillion for the Pentagon next year. Suffice it to say, plenty of Democrats voted for these budgets.

If Democrats take the House, does any of that change? Are they able to claw back ICE funding, cut the military budget and the war in Iran, or end the genocide in Gaza? Can they stop health care prices from skyrocketing, and address all these issues that everyday voters in the United States are raising? How do you see it playing out, given the way the Democratic Party has behaved in the past when it has taken back power?

[Speaker 2:] Can they do those things? They could do a lot of them, actually, or at least make life very difficult for the Trump administration and its agencies. They could wage a very persistent struggle to defund ICE. They could create a major obstacle to that enormous war budget, the largest in human history. They could do a lot of things.

The better question is: What will they do? I think both questions are important. We shouldn’t rule out the possibility that they can do these things, because that’s part of holding politicians accountable. If you’ve already internalized that they’ll do nothing in support of the people, that kind of lets them off the hook when they do nothing for the people. I think it’s important to point out concretely how they can do certain things, pass certain bills, and use certain authorities.

But will they? I don’t think any of those things are fundamentally going to be stopped or reversed by the Democratic Party. The party is built on a coalition that includes progressive politicians, people who come from the labor movement, and people who are more tied to working-class demands. But it’s also a coalition with huge sections of corporate America. It’s deeply integrated into the same national security state and military-industrial complex. It takes huge amounts of money from those same industries that give to the Trump administration.

This coalition doesn’t have a cohesive program in defense of the working class, the immigrant community, or anyone in particular that it can hold politicians accountable to. Even having a majority doesn’t really mean that much when you think about it.

If we were having this conversation six years ago, right before Joe Biden came into office, remember, he came in with the House, a very narrow majority in the Senate, and the White House. What was the Build Back Better plan? A lot of the reforms Biden promised, if they had actually gone through, would mean we wouldn’t be dealing with many of the issues we’re dealing with today. For instance, there was universal child care, free community college, paid maternity leave, and comprehensive immigration reform—one of the things the Biden administration promised. There was also voting-rights legislation that would have made it harder for Trump to carry out many of the attacks he’s currently making on voting rights by strengthening federal protections for voting rights.

None of those things came to pass. You can say, “Oh, it was the Republicans,” but it was also Joe Manchin, the Democrat from West Virginia, and Kyrsten Sinema, the Democrat from Arizona, along with a whole assortment of other Democrats who realized they had strategic leverage they could use to block the bills. It’s not like the progressive section of the Democratic Party went to war with those more conservative sections. They blocked all the bills, then cashed out. They all got jobs in the private sector and made tens of millions of dollars, including Joe Manchin and Kyrsten Sinema.

They’re gone now, but we have John Fetterman and other Democrats. I think it’s an illusion to think that having a numerical majority is somehow going to deliver a lot of those things.

And if we’re just being honest, a lot of the political climate against immigration and immigrants was contributed to by the Democrats. The Democrats have also taken huge amounts of money from big tech, so I don’t think we can expect them to stand up to the AI and crypto industries. They’re obviously tied into the military, as we’ve said before. In a way, their biggest frustration with Trump’s Xi meeting was that Trump was too friendly to China.

I think people are going to go to the polls because they hate the Trump administration, for good reason, and the Democrats are going to be the main beneficiaries of that mass opposition to Trump, whose poll numbers are so low right now. But that doesn’t necessarily mean anything will fundamentally change with an incoming majority in the House or Senate.

Back when Joe Biden was running for president in 2020, what was it? He said, “Nothing will fundamentally change.” That’s what he was saying to a group of corporate donors.

[Speaker 1:] Promise. He delivered on that promise.

[Speaker 2:] He did. Yes, he did.

[Speaker 1:] There are some major differences this time around. Suddenly, you’ve got winning Democratic candidates calling themselves socialists, talking about affordability and billionaires, and even saying the word “genocide” about Gaza. The issue of Palestine has come to define so many races across the country. These are things that would have gotten you run out of the party a few years ago. It still stands to be seen, because the party is trying to run some of those people out. But the base of the party clearly wants a lot of this, right?

How do you interpret this shift? Do you see it as a very real shift when people in this party use this language, or is the Democratic Party doing what it’s always done—absorbing energy from the left, in this case from the Palestine movement, to get out the vote, with the real risk that they’ll shelve it once they’re in power?

[Speaker 2:] I think both things are true, and you’re right to note the historical precedent. Dr. King was actually the most hated man in America for a lot of his life, career, and activism. You wouldn’t know it because, once he was dead and the civil-rights reforms were passed, the Democrats in particular—but ultimately both parties—would quote him and co-opt him and the civil-rights movement they had totally opposed.

The same was true with the labor movement and with movements throughout U.S. history. One element of successfully shifting mass consciousness is that elements of the elite then co-opt your message, soften it, dilute it, water it down, and try to gut it of its radical content. In a way, it’s definitely a measure of success. Something is really taking place at the level of the base of society.

I also think you’re right to say that the Democrats don’t intend to deliver on that mass sentiment, nor are they structurally able to. Support for Israel is infused at every level of the U.S. ruling class, from the national security state to big tech companies, financial institutions, and higher education institutions. It’s not just a matter of what someone says on the House or Senate floor, or even this or that bill that’s passed. The same is true of the wars abroad. There’s a tendency toward war that grows regardless of what Congress is doing. For many decades, Congress has done nothing to stop the war machine, and the president has seemingly limitless authority to wage undeclared wars.

I think you’re right to say there’s a level of co-optation, but I think there’s a positive spin on it, too. Being pro-Palestine, as you said, made you somehow unelectable 10 years ago. That was the mainstream wisdom. But if you look at the polls now, there’s been a total reversal. Only 10 or 15 years ago, a majority of the country was absolutely in support of the state of Israel. Now, among Democratic voters, support for Israel is under 20%. Two out of every three Democrats say they have a more favorable opinion of the Palestinian cause.

The same goes for socialism. What’s interesting about the polling around socialism is that, I think, 32 million or so young people have a favorable opinion of it. But you’re also starting to see changes among independents and people who are a little bit older. The favorable rating of capitalism is going down dramatically, including among independents, who are considered the swing voters. A lot of this traditional political thinking—that words like “Palestine” and “socialism” made you toxic—is no longer true. People are losing confidence and trust in the U.S. capitalist system, and they’re no longer going to be turned off by these scare words and scare tactics from the past.

I think the danger of co-optation is real, and obviously socialism also can’t be achieved at the ballot box under a system totally dominated by big business, Wall Street, and the big banks. On the other hand, we should emphasize that there’s a growing radicalization, or politicization, of people across society, of all ages, who are starting to think about new ideas. There’s a positive reading of that.

[Speaker 1:] No, definitely. I think that’s reflected in the interview we did earlier with Danielle Wono about what we’re seeing take place across France as well.

Ben, for people who are watching who are angry, broke, or scared, what’s really at stake on November 3 in these primaries? What should they be doing beyond voting, whichever party comes out on top after November 3? As you said, socialism isn’t voted in at the ballot box, and both of these parties receive significant funds from the capitalist ruling class. What really comes next, and what’s at stake on November 3?

[Speaker 2:] To underscore the point, whether or not you have this or that person in Congress, all the main decisions in your life—who sets the rent, the cost of groceries, the job opportunities that are available, who’s going to introduce artificial intelligence—are basically in the hands of a few corporations. That’s what I meant when I said it can’t be introduced at the ballot box: all these fundamental economic decisions are made privately. There are people taking votes on them, but it ain’t you. It’s boards of directors making those decisions. In that sense, if you really want to change the economic reality, you have to change the economic system. You can’t just change it by voting on November 3.

I think what’s happening in France and Spain is extremely important right now. You’re seeing young people who are upset about the erosion of social services and public schools and the rising cost of rent taking to the streets. They’ve inspired people from all walks of life to take to the streets. It’s really become a kind of rebellion against the political status quo.

We’ve seen that here in Minnesota. In January, we had a general strike for the first time in decades. It was that mass movement in the streets that really pushed back against ICE and the Trump administration. It led to the firing of Bovino and Kristi Noem. It didn’t make ICE disappear, but it did lead ICE to change its tactics.

There’s obviously this latent power of the people in the streets that’s starting to become manifest in Western Europe, and that has been seen in the United States. I think the question is whether these elections open the door for more people to exercise their free-speech and assembly rights, organize, and exercise their rights in the workplace, including withholding their labor. How are these elections won? People might say, “Look, Trump has taken a devastating blow because he probably will lose, and the Republicans will lose.” Does this make people feel more emboldened to organize? It wasn’t the Democrats who really did anything these last two years to restrain the Trump administration.

If you’re looking for them to do something they’ve never done before, that’s a form of insanity: expecting the same result from the Democratic Party. But there is a tradition of mass action pushing back against the far right. Ultimately, what happens in the election isn’t the main thing. Even in France, what if the far right wins the elections? That’s a distinct possibility while young people are in the streets.

Both things can be true at once: there’s growing polarization, and we just have to accept that reality and try to learn from it. I don’t think it’s going to stop, regardless of the outcome on November 3.

[Speaker 1:] Ben Becker, editor-in-chief of Breakthrough News, I really appreciate your analysis. Of course, we’ll be coming back to you as we get closer to the midterms, because this will continue to develop. The horse race always—I really appreciate what you’re saying—becomes the central story. The drama and the various personalities distract from the broader systemic problems we have. Thank you so much. I really appreciate your analysis.

[Speaker 2:] Thanks.

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MAGA Congress escalates against BT, threatens reporters and editorial staff

For months, MAGA Republicans in the House Ways and Means Committee have been targeting BreakThrough News for our editorial judgment and viewpoints they don’t like. The Committee is abusing their powers in a blatant attempt to shut us down. Now, they’ve taken things to another level. 

We just received a new letter from Committee Chairman Jason Smith (R-MO). The letter lists the names of our reporters and editors and threatens to individually subpoena each of them to a deposition in Washington if we don’t yield our legal rights, including First Amendment privileges.

The letter makes clear that this is a punishment for resisting their previous unconstitutional demands on our organization. In July, they subpoenaed our communications and records, smeared us in the press, and threatened our non-profit status in an effort to intimidate and bankrupt us.

Because we’ve held strong in defense of our First Amendment rights, they are now going after our journalists: Rania Khalek, Zoe Alexandra, and Amanda Yee have all been personally named, along with other staff.

We are making an urgent appeal for your support. Stand with us and fight back against Trump’s repression of the press by taking the following steps:

  1. Sign the petition telling the House Ways and Means Committee to stop its attempts to intimidate our journalists. This is a clear abuse of power and an attack on the press that we all need to resist.
  2. This fight is going to take time and resources from our organization — which is exactly the point. Make a donation today so MAGA’s attempt to slow us down doesn’t succeed.

Rania Khalek, Zoe Alexandra, Amanda Yee, and the BT staff work around the clock to do critical reporting on the entire world: from West Asia to Africa, across the Americas and Asia. Yet Rep. Smith now wants to drag our reporters to Washington, D.C.

These MAGA politicians, using an old playbook, say anyone challenging their warmongering policies is a “foreign agent” of China. But that’s a lie. Many of their biggest billionaire donors do extensive business in foreign countries, including China. What they’re really trying to do is discredit and destroy anyone that tells the truth to the U.S. public about Trump’s domestic and foreign policies. 

BT is an independent news organization, which receives no editorial direction from any outside force. All major donations have come from U.S. organizations, using U.S. financial institutions, and complying with all U.S. laws. We’re audited and file a complete tax return to the IRS every year, just like everyone else.

So what’s this really about? It’s intimidation of the press, pure and simple. MAGA has made it a sport to target critical reporters just for doing their jobs. But unlike huge media outlets like the New York Times or CNN, we aren’t a billion-dollar company with an army of lawyers. We’re relying on grassroots support, and people of conscience who care about free speech, to come to our defense so we can stand strong.

Our lawyers already provided a comprehensive reply to the House Committee in August, pointing out the serious legal flaws in their demands and failures to provide a valid legislative purpose. And like before, Rep. Smith has come back with a new letter with a new legal rationale for the continued harassment. The fact that his explanation keeps shifting shows that the real goal is to target us, and that there is no legitimate legislative purpose. While his Congressional district in Missouri has one of the highest poverty rates in the country, this is how he’s spending his time and taxpayers’ money.

The pressure from the House Ways and Means Committee is escalating. We are a small organization now taking on the power of the federal government and, while they are wrong, we have to take it seriously. We need you to help circulate this alert far and wide, to sign the petition in our defense if you haven’t already, and to make a donation to protect our outlet and the future of independent media.

We will keep all of you posted as we enter this next stage of the fight. 

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Exclusive: the Pakistan-Saudi-Yemen-Iran riddle

The House of Saud is attacking Ansarallah to protect the death cult in West Asia, Pepe Escobar writes.

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Let’s start with exclusive intel. On Thursday, Yahya Ali al-Ra’i, speaker of the Sana’a-based House of Representatives under Ansarallah, delivered a letter to Sardar Ayaz Sadiq, the speaker of Pakistan’s National Assembly, requesting Pakistani mediation between Ansarallah and Riyadh.

Ra’i, widely respected, has been the speaker in Sana’s since 2008. Sadiq began his current term as speaker in Islamabad in March 2024. This direct parliamentary channel is immensely significant as a diplomatic opening – as Pakistan faces enormous pressure, domestically and across the lands of Islam, over its real commitments related to the Saudi Arabia vs. Yemen clash as determined by the Mecca Defense Alliance.

As murky as the the whole situation really is, direct intel from both Islamabad and Tehran, at the highest levels, as I especifically requested, has established four key points:

  1. Islamabad is adamant that Pakistan will not attack Ansarallah and will not commit troops to that effect. The Riyadh understanding last week excluded entry into Yemeni territory. Pakistani forces should remain outside any ground offensives against Ansarallah. That seems to be the case – for now.
  2. Pakistan was already mediating between Riyadh and Sana’a through Tehran. Field Marshal Asim Munir personallly requested that Iranian Foreign Minister Araghchi use Iran’s influence with Ansarallah, together with Araghchi’s contacts with both Islamabad and Riyadh. Pakistan’s Foreign Office did not deny this diplomatic channel.
  3. Pakistan would have to defend Saudi territory under its Mecca Defense Alliance commitments. Deployments for border protection and defense against drones and missiles launched by the Yemeni Armed Forces fit this pattern.The problem is whether some Pakistani advisors are already deployed in Yemeni territory. If Pakistan has even a few “advisers” in Aden and troops somewhere around northern Yemen on the Saudi border, that already betrays its promises.
  4. Pakistani forces should be able to defend themselves – that comes with the territory. It’s a stated contingency; not a prediction of retaliation. At least one Pakistani officer was killed in Saudi Arabia without a Pakistani retaliatory response. That spells out restraint – at least for now.

Transiting Hormuz: use CIPS and pay in rials

On the wider U.S.-Iran front, diplomatic moves support what we have been reporting for the past few days on Transition Protocol. Pakistan in fact is desperate to maintain engagement with both Riyadh and Tehran, alongside non-stop coordination with Beijing. After all, China completely supports Pakistan mediation; and Araghchi keep speaking to Munir, as he did following talks with Wang Yi in Beijing.

Meanwhile, on the Washington front, speculation is feverish all over the spectrum over preparations for a Trump administration renewal of the war – including potential strikes on Iranian energy infrastructure and even, quite worrisomely, nuclear targets. There is no final decision yet by the Psycho/Sociopath in Charge, much less a launch date.

The immediate risks anyway are staggering.

Diplomacy – even in ersatz form – is mired in impasse. Tehran remains – and will continue to remain – anchored to its existing conditions, detailed by the dead cat MoU, but now carrying the threat of blocking transit routes along Oman’s coastline that it considers illegal. Washington for its part is obsessed with vast nuclear concessions.

Earlier this week, we confirmed that the Supreme National Security Council (SNSC) in Tehran made two very consequential decisions.

  1. Tehran decided to collect its Strait of Hormuz transit toll in Iranian currency only. No yuan, no crypto. Actually via a mechanism linked to CIPS, the Chinese payment/clearing system, bypassing the U.S. dollar. You use CIPS to electronically buy yuan, change it into rials, and pay the toll. Strait of Hormuz transit revenue after all is one of Tehran’s few remaining sources of hard currency. The new mechanism will definitely strengthen the value of the rial.
  2. Via Pakistan, Tehran notified Trump’s real-estate Bismarck, Witkoff, that Iran will not move an inch from its conditions for a negotiated settlement – and is fully prepared for any possible U.S. offensive. And this after J.D. Vance came up with an added nuclear enrichment condition: a “meaningful” and “significant” reduction. That blockades the nuclear dossier and makes a quick resolution formula nearly impossible.

The bottom line is that the escalation ladder could get out of control in no time.

Coming Yemeni Storm 1.0 in effect

On the Saudi-Yemen front, the Yemeni Armed Forces are absolutely ruthless. The Coming Yemeni Storm 1.0 is already in effect.

The damage at Jeddah refinery, close to Yanbu, is massive. Ansarallah is simultaneously hitting Saudi Arabia’s eastern and coast and western coast, plus the East-West pipeline in between.

For all practical purposes Sana’a is going for the whole key Riyadh infrastructure. The U.S. defense umbrella is a joke: remaining PAC-3 and Patriot batteries are useless against Yemeni ballistic missiles.

Saudi troops may number at best 75,000, plus 125,000 from the National Guard. The Yemeni Armed Forces command at least 350,000 that can be easily ramped up to 800,000. To expect “help” from the GCC petrosheiks doesn’t even qualify as a joke.

The Yemeni Armed Forces also unleashed two ballistic missiles plus explosive drones in the direction of Aden’s international airport. Ansarallah said the target was Saudi military supplies that had just arrived at Badr Camp, the mercenary HQ adjacent to the airport. An unspecified number of high-ranking Saudi officers and officials – perhaps even some Pakistanis – were killed.

Turkey for its part is also about to put boots, aircraft and air defenses on Saudi ground. These Turkish forces in thesis could protect Riyadh, the holy cities and the East-West pipeline. Ankara, just like Islamabad, insists it has no plans to enter the war inside Yemen.

The swift liberation by the Yemeni Armed Forces of the western coast close to the Red Sea also made it crystal clear how the so-called Saudi “coalition” – actually a gang of proxies/mercenaries – was deploying de facto terrorists all along.

Ansarallah recovered a wealth of foreign passports – especially from Kuwait, Qatar, Turkey and Syria – belonging to ISIS and Al-Qaeda goons. Call it the Terror Inc. Legion.

I’ts the same old song. Qatar and Turkey, in sync, instrumentalized the transfer of ISIS/Salafi-jihadi goons from Syria and Iraq: they were welcomed in Yemen by the Islah Party. Turkey was the key transit route; at least 2,100 of these ISIS assets are Turkish.

AQAP is back!

Way back in 2020, Ansarallah had already seized documents, maps, and videos showing ISIS/Daesh and Al-Qaeda jihadis directly supported by Riyadh roaming Yemen, with captured goons confessing they were paid, weaponized and logistically supported by the Saudis.

Now a new incarnation of the former al-Qaeda in the Arabian Peninsula (AQAP) is alread in effect – via at least 20,000 Daesh/takfiri terror goons “imported” from Syria. They will be sent to Aden governorate – following the request, actually the demand by MbS himself, fully approved by the Trump administration and its throat-slitter vassal turned President in Damascus, former ISIS al-Jolani.

The definitive headline of the whole affair though is that the House of Saud is attacking Ansarallah to protect the death cult in West Asia.

By controlling the Bab al-Mandab, Ansarallah de facto cuts off the Israeli port of Eilat. That had already happened before during the genocide of Gaza. Riyadh was furious because they had struck deals for the – now virtually scrapped – NEOM project that would connect up to Eilat once the Trumpian Abraham Accords were up and running.

Considering the whole picture, all hell could still break loose due to a single spark. Possibilities include: a Yemeni strike on Saudi Arabia causing massive casualties; a toll-enforcement mess in the Strait of Hormuz; an Iranian strike on a GCC petro-sheikh target, following an American provocation; an Iran-linked attack on a U.S. base, once again folowing an American provocation; and most of all a Sociopath-forced “land, air and sea” CENTCOM (mis)adventure.

Fasten your seat belts.

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Ya es demasiado tarde para salvar a Europa: Lo que me dijeron Putin, Lavrov,Oreshkin y Karaganov en la cumbre de Valdai de 2026

Si la puerta que, según Moscú, está abierta, en realidad está cerrada, es por este lado; y no fue Roma quien la cerró por iniciativa propia.

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Una cumbre de Valdai fuera de la sede

Lo que voy a compartir en este artículo es menos técnico y más personal de lo habitual. Se trata de la información recopilada a lo largo de varios días de diálogo, debate y, al parecer, una pregunta «escandalosa» que se convirtió en una sensación mediática en Europa, porque le pregunté al presidente de la Federación Rusa, Vladimir Vladimirovich Putin, qué será de Europa.

Puedes encontrar el video completo del discurso de Vladimir Putin en el Foro de Valdai aquí.

Puedes encontrar mis comentarios y las respuestas de Putin aquí.

Este año, el Foro de Valdai no se reunió en Sochi. Las invitaciones enviadas en el verano aún indicaban esa ciudad del Mar Negro como sede, pero luego, a finales de agosto, los organizadores anunciaron el traslado a la región de Moscú.

Según el FT, el Servicio Federal de Protección exigió el traslado, preocupado por la amenaza de los drones ucranianos tras un verano de ataques contra refinerías costeras. Este detalle logístico tiene su propia importancia.

La guerra —que en Valdai siempre se discute en términos del sistema internacional— ahora también está influyendo en la organización práctica del foro.

La 23.ª Reunión Anual se llevó a cabo del 28 de septiembre al 1 de octubre bajo un título que, para un europeo, suena casi como una pregunta personal: «Responsabilidad por el futuro: ¿Los límites de lo posible o posibilidades ilimitadas?».

La inauguración contó con la presentación del informe anual del Club, Keep Calm. El Estado y la responsabilidad por el futuro, que los autores presentan —con un guiño a Kubrick— como un manual para dejar de preocuparse y aprender a amar el caos. A esto le siguieron nueve sesiones temáticas, una sesión especial y, el último día, la sesión plenaria con el presidente.

Llegué como italiano y como europeo, sabiendo que en esos salones ambas identidades tienen un peso diferente. A lo largo de la semana, hablé, en particular, con cuatro interlocutores de alto nivel: Sergey Karaganov, Maksim Oreshkin, Sergey Lavrov y, durante la sesión plenaria, Vladimir Putin.

Las tres primeras conversaciones tuvieron lugar al margen de las sesiones, y las relato a partir de mis notas —en esencia, no palabra por palabra—. El cuarto intercambio es público y está documentado mediante una transcripción, de la cual cito directamente.

Tomados uno por uno, los cuatro diálogos transmiten cosas con las que ya está familiarizado cualquiera que siga el debate ruso. Sin embargo, cuando se observan en secuencia, pintan un panorama más claro: una evaluación compartida de Europa y cuatro formas diferentes de sacar conclusiones de ella. Y, sobre todo, un futuro que de ninguna manera es prometedor.

Karaganov: Europa como fuente del mal

Sergei Karaganov es uno de los fundadores del Club Valdai, presidente honorario del Consejo de Política Exterior y de Defensa, y desde hace años ha sido la voz más radical del realismo ruso.

Con él, la conversación comenzó de inmediato con el punto más polémico. Europa, dijo, es la raíz de todos los males. Si fuera destruida, nadie la extrañaría. Un conflicto nuclear táctico en su territorio no involucraría a otros actores.

Los europeos han tenido tiempo de sobra para encontrar una solución a sus propios problemas; ahora que han optado por prepararse para la guerra contra Rusia, es demasiado tarde para ofrecerles otra oportunidad.

Debo ser honesto: nunca he sido admirador de Karaganov; a menudo he considerado que sus puntos de vista son demasiado radicales y anticuados.

Pero a partir de un café juntos después del almuerzo —y a lo largo de una semana de discusiones— descubrí que pensamos de manera muy similar y que sus puntos de vista no son en absoluto triviales.

Cualquiera que haya leído sus declaraciones recientes reconocerá esta línea de pensamiento.

En junio de 2023, Karaganov había argumentado públicamente que Rusia debería bajar el umbral para el uso de armas nucleares a fin de restaurar la credibilidad de su disuasión e inducir a Occidente a retirarse del conflicto en Ucrania.

Parte de ese enfoque se incorporó posteriormente a documentos oficiales: los Fundamentos de la política estatal de la Federación Rusa en el ámbito de la disuasión nuclear, actualizados en noviembre de 2024, tratan un ataque por parte de un Estado no nuclear, llevado a cabo con la participación o el apoyo de una potencia nuclear, como un ataque conjunto.

Sus palabras, sin embargo, contienen tres afirmaciones distintas, y vale la pena diferenciarlas.

La primera es un juicio histórico y civilizatorio: Europa como fuente de las grandes catástrofes de la modernidad, desde las guerras mundiales hasta el colonialismo. Se trata de una tesis que Karaganov ha defendido desde hace tiempo y que puede ser cuestionada, pero que pertenece al ámbito de la interpretación.

La segunda —que nadie lloraría la pérdida de Europa— es una predicción sobre las reacciones de los demás; por lo que observé durante esos días, encuentra eco en una parte significativa de los participantes asiáticos, africanos y latinoamericanos.

La tercera es una hipótesis estratégica que sustenta todo lo demás: una escalada nuclear en Europa se mantendría confinada a Europa.

Sobre este punto, la literatura sobre la disuasión lleva setenta años debatiendo y —afortunadamente— carece de evidencia empírica. El factor que complica esta hipótesis se encuentra dentro de la propia Europa.

Francia y el Reino Unido poseen arsenales nacionales, y en marzo de 2025, París abrió formalmente el debate sobre la dimensión europea de su propia disuasión.

Un conflicto nuclear «exclusivamente europeo» presupone que dos potencias nucleares europeas se quedarían de brazos cruzados. Esta es la suposición más débil de todo el argumento, independientemente de cómo se evalúen las otras dos.

También cabe señalar que Karaganov no habla en nombre del gobierno. En el Foro de Valdai, representa al ala del debate ruso que empuja al Kremlin hacia posiciones más definitivas, y una de sus funciones es precisamente ampliar los límites de lo que se puede decir. Visto así, su «demasiado tarde» es un indicio de una tendencia más que de una doctrina.

Oreshkin: El mercado que ya no existe

Con Maksim Oreshkin, el tono ha cambiado por completo. Subjefe de la Administración Presidencial, exministro de Desarrollo Económico y posteriormente asesor económico del presidente, Oreshkin razona en términos de flujos de efectivo y balances.

Su evaluación fue contundente: Europa está acabada. Ya no existe una competencia viable en el mercado energético, porque China e India ocupan ahora los primeros lugares entre los clientes de Rusia.

Y no hay razón para invertir en un rescate europeo, ya que los europeos, hasta la fecha, no han mostrado interés en encontrar una solución pacífica y razonable.

La pregunta que le había planteado durante la reunión con los participantes de Valdai fue: «Dado que el gasoducto Nord Stream 2 ya no está disponible —porque fue saboteado—, ¿pretende encontrar un nuevo sistema de transporte de energía, suponiendo que Europa se reconcilie y la situación diplomática mejore?». Su respuesta directa —y tal vez brutal— es como una daga de verdad clavada en la conciencia de cada europeo.

«Se acabó» debe entenderse en un sentido técnico. Oreshkin no se refería directamente a la civilización europea, sino a Europa como socio comercial: un mercado que ha dejado de ser fundamental para Rusia y que, por lo tanto, no justifica concesiones políticas para recuperarlo.

A partir de 2022, el petróleo crudo ruso encontró a sus principales compradores en China y la India, mientras que Bruselas, mediante el acuerdo entre el Consejo y el Parlamento Europeo de diciembre de 2025, se comprometió a eliminar gradualmente las importaciones de gas ruso —incluido el gas por gasoducto y el GNL— para 2027. La interdependencia energética que había mantenido unidas a Europa y Rusia durante medio siglo —incluso en los peores momentos de la Guerra Fría— ha sido desmantelada por ambas partes.

El razonamiento de Oreshkin resume la consecuencia más simple de esto: quien ya no es el cliente principal, ya no tiene influencia. Estas son las leyes del mercado, y ni en Londres, ni en Berlín, ni en Bruselas quedan políticos o grupos de poder que puedan decirle a Rusia «qué hacer» .

La otra cara de la moneda también es bien conocida en Moscú. Un mercado dominado por dos grandes compradores les permite exigir descuentos, y sustituir a Europa por Asia tiene un costo en términos de precio y acceso a la tecnología.

Pero según la lógica que me presentaron, la pregunta ya no es si Europa le conviene a Rusia. Es cuánto costaría hacer que vuelva a ser beneficiosa, y la respuesta implícita es que los europeos deben asumir ese costo.

Lavrov: la puerta cerrada a «este» orden

Con Serguéi Lavrov, la discusión pasó de la economía a la diplomacia, sin cambiar la conclusión.

Europa, dijo, tuvo muchas oportunidades para restablecer un diálogo con Rusia y, en cambio, optó por avivar la confrontación directa. Ahora es demasiado tarde para dar marcha atrás: se han cruzado todos los límites y, con el orden europeo actual, no hay forma de volver a las relaciones anteriores.

Me gustaría que hiciéramos una pausa por un momento para reflexionar sobre el peso de estas palabras.

Quienes conocen a Lavrov saben que es un político capaz de sopesar cada palabra con gran inteligencia, incluso en entornos más relajados como la Cumbre de Valdai. «Se han sobrepasado los límites». Sería inútil enumerar estos límites, porque son tan obvios para todo el mundo que simplemente sería una pérdida de tiempo.

Pero la mirada en los ojos de Lavrov mientras hablaba de Europa… eso nunca lo olvidaré. Me he reunido con él muchas otras veces, pero en esta ocasión hubo algo diferente.

El ministro cuenta con un historial de acontecimientos a los que la diplomacia rusa hace referencia con regularidad: los acuerdos de Minsk, los borradores de tratados sobre garantías de seguridad presentados a Estados Unidos y a la OTAN el 17 de diciembre de 2021, y las negociaciones de Estambul en la primavera de 2022.

La interpretación rusa de cada uno de estos acontecimientos es controvertida y es cuestionada en Europa. Lo que me interesa aquí es otro elemento: una salvedad que, al releerla después de la sesión plenaria, resultó ser la clave de toda la semana.

Un regreso es imposible bajo este marco europeo. No con Europa, en su forma actual —es decir, la UE y la OTAN—. El rechazo se refiere a una clase dirigente y a una arquitectura institucional, no a los países que forman parte de ella.

Me pregunto: ¿hasta qué punto se ha abusado de la paciencia rusa para llegar al punto de decir tales cosas? La literatura clásica rusa nos ofrece ejemplos admirables de cómo los políticos rusos son capaces de dar largas, ignorar y ser pacientes.

Y no se puede negar que esta ha sido sistemáticamente la actitud de la clase dirigente rusa durante los últimos años de conflicto.

Llegar al punto de decir que se ha sobrepasado el límite —algo que Putin reiteraría más tarde en la sesión plenaria de la cumbre— significa que ya no hay más recursos que desperdiciar en una espera paciente; significa que el Oso ha sido despertado de su hibernación en el momento equivocado; significa que las consecuencias de estas acciones tendrán una importancia trascendental.

Lavrov agregó una cosa más:

Estamos listos para atacar a Europa de manera ejemplar, no como lo hicimos en Ucrania».

Tomen nota de estas palabras, queridos amigos europeos. Vuelvan a leerlas y reflexionen sobre su peso. No hace falta decir nada más.

Un profesor italiano le hace una pregunta a Putin

Llegamos ahora a uno de los momentos más peligrosos de mi carrera. La sesión plenaria se llevó a cabo, como es tradicional, con la presencia del presidente ruso y con Fyodor Lukyanov como moderador. Tomé la palabra y formulé una pregunta de dos partes:

Vengo de Italia, un país que actualmente no tiene buenas relaciones con Rusia. Como europeo, me gustaría preguntarle: ¿Qué condiciones establecerá Rusia para desarrollar un nuevo sistema de seguridad para los países europeos? Y, si imaginamos una Europa post-Unión Europea, ¿la considerará parte de una gran asociación euroasiática o, en su opinión, Estados Unidos y Rusia siempre estarán compitiendo por estos territorios?

Putin comenzó con la segunda parte, y el orden no es una coincidencia:

Italia se encuentra, de hecho, en Europa, y yo estoy hablando de una alianza euroasiática: por lo tanto, no hace falta decir que consideraremos —y ya consideramos— a Italia también como un socio euroasiático.

Inmediatamente después, aclaró que el destino de la Unión Europea, y la permanencia de Italia en ella, «no es asunto nuestro». Moscú ni siquiera tiene la intención de discutirlo, porque cualquier comentario al respecto se interpretaría como un intento de desintegrar a la UE, «mientras que nosotros no queremos desintegrar nada en absoluto. Solo queremos construir y cooperar».

Sobre las condiciones para un nuevo sistema de seguridad, la respuesta fue clara:

No tenemos condiciones previas». El obstáculo, en su opinión, está del otro lado. Algunos políticos europeos consideran inaceptable que un solo país entable un diálogo con Rusia, y Putin ha calificado esta exigencia como un dictado aún más severo que el de la era soviética. La comparación fue cuidadosamente elaborada: la URSS era un Estado unitario y altamente centralizado, cuyas repúblicas formaban parte de una única estructura estatal; la Unión Europea, en teoría, no lo es, pero en la práctica se comporta como si lo fuera. «Nadie nos lo prohíbe; estamos listos».

En ese momento, Lukyanov intervino con un comentario provocativo típico de un moderador experimentado: dado que Bruselas lo prohíbe, ¿no sería mejor contribuir un poco a la desintegración de la UE, para que sea más fácil tratar con los países individualmente? La respuesta llegó sin vacilar: «Pero no hay necesidad: se desmoronarán por sí solos».

Entonces Putin se dirigió directamente a mí. «Nuestro colega italiano sabe esto mejor que nosotros», dijo, y comenzó a dar las cifras: la deuda pública italiana en el 140 %, el déficit en torno al 3 %, y en otros países europeos cerca del 5 %. Las cifras estaban redondeadas, pero no muy lejos de la realidad.

Según Istat y Eurostat, a finales de 2024, la deuda pública de Italia se situaba en el 135,3 % del PIB y su endeudamiento neto en el 3,4 %. Sin embargo, el punto central de ese pasaje no eran los decimales.

Todos los problemas comienzan con la economía: el nivel de vida baja, el desempleo aumenta y los ciudadanos de las principales economías europeas lo sienten en carne propia; y esto, dijo,

también socava los cimientos mismos de la Unión Europea. Pero eso no es asunto nuestro; no nos entrometemos.

Concluyó reiterando la oferta de manera equilibrada: diálogo con la Unión en su conjunto, si así lo desea la Unión, o con países individuales, sin condiciones previas. «Pero tampoco debe haber condiciones previas por parte de Europa».

Tratar de comprender la magnitud de estas palabras, el equilibrio político que revelan y la fortaleza de un estadista que se preocupa no solo por el bien de su propio país, sino también por el de todo un continente, es una verdadera lección sobre lo que significa la política.

Escucha el discurso completo de Putin y comprenderás cómo, en menos de cinco minutos, es posible captar el declive de toda Europa, en todas sus facetas, al tiempo que se reitera con nostalgia que Rusia ha hecho todo lo que estaba a su alcance para ofrecer su ayuda.

Pero las decisiones de los europeos son suyas, sea cual sea la bandera que enarbolen. Rusia respeta y siempre respetará los principios fundamentales de su política exterior y su tradición política. Nada de mesianismo milagroso, nada de salvadores improvisados.

Europa —o más bien, los europeos de esta Europa—: ¿qué pretenden hacer?

Releyendo mis notas de viaje

Al releer mis notas a mi regreso, lo primero que llama la atención es la convergencia de puntos de vista.

El estratega, el economista, el ministro de Relaciones Exteriores y el presidente han expresado, cada uno con sus propias palabras, la misma evaluación: la Europa actual ha agotado su crédito ante Moscú. Lo segundo que llama la atención es que cada uno saca una conclusión diferente de ese diagnóstico.

Para Karaganov, la conclusión es coercitiva y toma un tono casi escatológico: Europa ha tenido su oportunidad, y lo que siga ya no es asunto de la diplomacia.

Para Oreshkin, es una cuestión de cálculo frío y duro: Europa no vale la inversión necesaria para recuperarla.

Para Lavrov, se trata de un retroceso diplomático limitado, centrado en la estructura política más que en la gente.

Por último, para Putin, la puerta sigue abierta —pero hacia los estados individuales, no hacia Bruselas—, acompañada de la expectativa de que la erosión económica hará el resto.

La aparente contradicción entre la postura de «ya es demasiado tarde» de los tres primeros y la postura de «sin condiciones previas» del cuarto se resuelve precisamente en la caracterización de Lavrov.

El resultado es una línea coherente, que yo llamaría «bilateralización»: Moscú no tratará con la Unión como entidad política mientras su liderazgo actual permanezca en el poder; ofrece a los estados miembros individuales canales sin condiciones previas y deja que las dificultades internas de Europa hagan que esos canales resulten atractivos.

La referencia a Italia como socio euroasiático «ya hoy» debe entenderse dentro de este marco: no es una cortesía; es una indicación de qué interlocutor prefiere Moscú.

Ciertamente no puedo afirmar que los cuatro interlocutores excepcionales hubieran llegado a un acuerdo —eso no hace falta decirlo—, pero esta convergencia me pareció verdaderamente «profética».

Valdai siempre ha sido el escenario donde se muestra la amplitud del debate ruso ante una audiencia extranjera. Puedo afirmar que estas perspectivas son compatibles y se refuerzan mutuamente: la postura firme de Karaganov hace que la oferta de Putin parezca moderada; las cifras de Oreshkin dan credibilidad a la idea de que Moscú no necesita hacer concesiones; y la fórmula de Lavrov equilibra la firmeza con la apertura.

La crisis de la deuda soberana de 2010–2012 dio lugar al Mecanismo Europeo de Estabilidad y a la unión bancaria; la pandemia condujo a Next Generation EU y a la primera deuda común a gran escala. Dentro de la Unión, las crisis han generado al menos tanta centralización como fragmentación.

Por lo tanto, «se desmoronarán por sí solos» es una apuesta, no una observación —aunque la apuesta les cueste poco a quienes la hacen—: si la UE se mantiene unida, Moscú al menos ha ofrecido diálogo; si se derrumba, ya cuenta con canales bilaterales establecidos.

Los indicadores a los que hay que prestar atención durante los próximos doce a dieciocho meses son bastante claros.

El primero se refiere a las visitas bilaterales a Moscú de los jefes de gobierno de la UE, además de las visitas previas de Viktor Orbán en julio de 2024 y Robert Fico en mayo de 2025.

El segundo es si se mantiene la unanimidad durante las renovaciones semestrales de las sanciones, donde un solo veto basta para abrir una grieta.

El tercero se refiere a las exenciones nacionales del cronograma para la eliminación gradual del gas ruso.

El cuarto —y el más significativo para nosotros— es la posible apertura de un canal estructurado por parte de una capital importante, incluida Roma.

¿Qué concluyo de todo esto? Como italiano, la frase que me quedo no es la que habla de desintegración; es la otra: «Ya consideramos a Italia también un socio euroasiático».

Contiene tanto una oferta como una observación dirigida a nosotros. Si la puerta que Moscú dice que está abierta en realidad está cerrada, está cerrada por este lado —y no fue Roma quien la cerró por su propia cuenta.

¿Cuánto tiempo puede permitirse un país con una deuda que supera el 135 % del PIB dejar que otros decidan quién puede hablar con quién?

Nadie en Moscú me preguntó eso. Es una pregunta que me traje a casa por mi cuenta. Y todo italiano de buena conciencia, todo europeo que aún tenga corazón, conoce la respuesta.

Traducción:  Observatoriode trabajador@s en lucha

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