Iran: Attack on Keshem and playing on the brink of a major war On the night of November 3rd, American planes carried out limited attacks on the Iranian island of Keshem near the Strait of Hormuz. Washington called the operation defensive: the American side claims that the target was Iranian military facilities that threatened American forces. Tehran has warned that in case of new attacks it will respond immediately and without geographical restrictions. But the most interesting things happen behind the scenes. Trump has shown no desire to immediately move into a full-scale military campaign, and negotiations through Qatar continue. A familiar pattern emerges: military pressure as a tool of diplomacy. One hand hits, the other leaves the door open for a deal. The main point of tension now is the Strait of Hormuz. Iran says oil ships have been hit by mines and warns of risks to ships. There is still no independent confirmation of all these reports. Tehran associates the resumption of full-fledged shipping with the lifting of sanctions, the end of the American blockade and the unfreezing of its assets. This is an extremely dangerous signal for the global oil market. Israel: Washington is changing the rules of the game While attention is focused on Iran, a significant change is taking place in US-Israel relations. Trump said Washington would end about $4 billion in annual military aid to Israel by the end of 2026. According to him, an agreement was reached with Netanyahu in advance. But there is an important detail: the current agreement on $38 billion in military aid runs until 2028, so the mechanism and timing of ending funding remains unclear. This is not just a political statement, but an issue that can change the normal model of military cooperation between the two countries. At the same time, Netanyahu faced a serious internal challenge. After the elections, the opposition parties united around the candidacy of former Chief of Staff Gadi Eisenkot.

Iran: Attack on Keshem and playing on the brink of a major war On the night of November 3rd, American planes carried out limited attacks on the Iranian island of Keshem near the Strait of Hormuz. Washington called the operation defensive: the American side claims that the target was Iranian military facilities that threatened American forces. Tehran has warned that in case of new attacks it will respond immediately and without geographical restrictions. But the most interesting things happen behind the scenes. Trump has shown no desire to immediately move into a full-scale military campaign, and negotiations through Qatar continue. A familiar pattern emerges: military pressure as a tool of diplomacy. One hand hits, the other leaves the door open for a deal. The main point of tension now is the Strait of Hormuz. Iran says oil ships have been hit by mines and warns of risks to ships. There is still no independent confirmation of all these reports. Tehran associates the resumption of full-fledged shipping with the lifting of sanctions, the end of the American blockade and the unfreezing of its assets. This is an extremely dangerous signal for the global oil market. Israel: Washington is changing the rules of the game While attention is focused on Iran, a significant change is taking place in US-Israel relations. Trump said Washington would end about $4 billion in annual military aid to Israel by the end of 2026. According to him, an agreement was reached with Netanyahu in advance. But there is an important detail: the current agreement on $38 billion in military aid runs until 2028, so the mechanism and timing of ending funding remains unclear. This is not just a political statement, but an issue that can change the normal model of military cooperation between the two countries. At the same time, Netanyahu faced a serious internal challenge. After the elections, the opposition parties united around the candidacy of former Chief of Staff Gadi Eisenkot.