Global Threat Report

Global Intelligence Update

Your weekly brief giving you an intelligence-led approach to emerging global events and how they might impact you.

The Beijing Summit: A Managed Stabilization

BLUF The May 14–15 Trump–Xi summit in Beijing produced a carefully managed stabilization, not a breakthrough. Trump arrived disarmed of his primary negotiating tool, tariff authority, which had been gutted by back-to-back court rulings. Washington advertised mild transactional wins, including a ...

by Hudson S. — Jun 02, 2026

How the Iran War is Redrawing Global Energy Power

BLUF The Iran war has not only disrupted global energy markets, it has also structurally reshaped them. Every day, Gulf oil and LNG exports are impeded, demand is driven higher, forcing states to seek alternative markets as strategic reserves dwindle. The United States has positioned itself as t...

by Hudson S. — May 13, 2026

The Trajectory of IRGC Proxy Network Post-War Reconstitution

Bottom Line Up Front Operation Epic Fury degraded but did not destroy Iran's Axis of Resistance proxy network. The network's core architecture has proven resilient against leadership attrition, financing disruption, and command decapitation, consistent with its behavior following Soleimani's assa...

by Joe O. — Apr 30, 2026

Data Centres as Military Targets: The New INFOWAR

Bottom Line Up Front The March 1st Iranian attack against Amazon Web Services data centres in the UAE and Bahrain marked the first time in military history that a state actor has conducted deliberate kinetic strikes against hyperscale commercial cloud infrastructure. This attack was accompanied b...

by Hudson S. — Apr 12, 2026

Operation Epic Fury: Week 6 — Ceasefire & Two-Week Truce

Bottom Line Up Front The Iran conflict produced a fragile two-week ceasefire on 7-8 April after weeks of escalating infrastructure strikes. Trump set an 2000 EST 7 April deadline threatening destruction of all Iranian power plants. Hours before the deadline, the US and Iran agreed to a Pakistan-b...

by Joe O. — Apr 09, 2026

Iran War Week 5-6 Intelligence Report: FPV Drone Strikes, Houthi Escalation, Strait of Hormuz Crisis

Bottom Line Up Front Between 23 March and 2 April, the Iran conflict entered its sixth week with no ceasefire in place. Pro-Iranian militias conducted multiple fiber-optic FPV drone strikes on US assets at Victory Base Complex (VBC) near Baghdad, destroying a UH-60/HH-60M Black Hawk helicopter a...

by Joe O. — Apr 01, 2026

The Epic Fury Second and Third Order Effects Nobody is Talking About

Bottom Line Up Front Four compounding crises are developing in parallel, each with a major potential for long-term consequences. Continued attacks on Gulf desalination infrastructure threaten the drinking water of 100 million people. A fertilizer supply shock is moving through agricultural market...

Mar 24, 2026

Iran: Strait of Hormuz Maritime Escalation & Regional Strikes

BLUF Between 10 and 20 March, the Iran conflict escalated sharply across every domain and crossed a critical new threshold with direct strikes on energy production infrastructure. The US conducted a large-scale precision strike on Kharg Island on 13 March, destroying over 90 military targets whil...

Mar 20, 2026

Strait of Hormuz: De Facto Closure and Global Energy Impact

BLUF US-Israeli strikes on Iran have led to the effective closure of the Strait of Hormuz, creating an acute energy shock with significant potential for escalation. With roughly 20% of both global oil and LNG now stranded, the crisis is impacting energy markets and threatening major inflation acr...

Mar 06, 2026

Operation Epic Fury - A Primer and Outlook

Bottom Line Up Front On 28 February 2026, the United States and Israel launched a coordinated military campaign against Iran, designated Operation Epic Fury by the U.S. and Operation Roaring Lion by Israel. The strikes targeted Iranian leadership, nuclear infrastructure, missile production sites,...

Mar 04, 2026

QUICKLOOK: Starlink's evolving role in the Russo-Ukraine War

Bottom Line Up Front Ukraine's whitelist system has disrupted Russian Starlink access, with early signs of battlefield impact. But the episode exposes a deeper vulnerability - both sides depend on a single commercial actor for critical military functions. What We've Observed Starlink's Role in Uk...

by Analyst Hudson S. — Feb 25, 2026

QUICKLOOK: What is the operational reach of JNIM and ISSP into the coastal borderlands of Benin, Togo,and Ghana?

by Analyst, Joe O. Bottom Line Up Front JNIM has established operational reach into northern Benin and Togo and likely retains the capability to probe Ghana’s northern borderlands, though no confirmed attacks have occurred inside Ghana during the reporting window. ISSP does not currently present...

by Joe O. — Feb 22, 2026

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Global Intelligence Update

Your weekly brief giving you an intelligence-led approach to emerging global events and how they might impact you.

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