Category: Military

China, intel, Military, RussiaLeave a comment

The war of signals: How Russia and China help Iran see the battlefield

Colin Henderson

Electronic warfare and intelligence sharing are eroding decades of US-Israeli dominance in the Gulf. Jasim Al-Azzawi Al Jazeera Opinion, 12 March 2026Best available structural read on how Russia’s Khayyam satellite imagery pipeline and China’s BeiDou-3 integration have collectively reshaped Iran’s kill chain — and why “coordinates are now more valuable than bullets” in the current conflict. Essential context for the BeiDou thread now elevated to standalone status. ——————————- When three senior American officials told The Washington Post that Russia was providing Iran with sensitive intelligence, including the precise locations of US warships and aircraft operating across the Middle East, they … Continue reading The war of signals: How Russia and China help Iran see the battlefield

Geopolitics, intel, MilitaryLeave a comment

Morning Briefing — Sunday, March 15, 2026

Colin Henderson

1. What Changed Iran War — Day 15: Kharg Island Struck, Baghdad Embassy Hit Summary: US forces bombed military installations on Kharg Island — Iran’s primary oil export terminal — while Iranian drones struck the US Embassy helipad in Baghdad and a major Emirati energy facility. New today: Trump announced the Kharg Island strike; the State Department offered a $10M reward for intelligence on Khamenei and other top officials. The Embassy helipad attack confirms Iranian retaliation now targets US diplomatic infrastructure. Why it matters: Kharg handles roughly 90% of Iranian oil exports; its degradation deepens Iran’s economic pain but raises … Continue reading Morning Briefing — Sunday, March 15, 2026

AI, Geopolitics, intel, Middle East, MilitaryLeave a comment

Analysis -Drone War Evolution: Equilibrium, Scenarios, and Off-Ramps

Colin Henderson

Introduction If previous wars were tanks and trenches the rapid shift to AI and physical cheap and effective drones point to a new step in drone warfare although it suggests more of a catch up on US part. It doesn’t feel like a Little Boy, moment but opposite and will extend the war, not bring diplomatic pressure unless targeting becomes more strategically aimed at driving diplomatic off ramps. Or in consideration of plausible scenarios is the Yuan repricing of Hormuz oil a more likely creative market driven indicator of what will bring an off ramp while drones produce a holding … Continue reading Analysis -Drone War Evolution: Equilibrium, Scenarios, and Off-Ramps

Geopolitics, MilitaryLeave a comment

Could Iran be using China’s highly accurate BeiDou navigation system?

Colin Henderson

https://aje.news/uhkcio This is genuinely significant, and your instinct to track it is right. Here’s the brief analytical read: gps #beidou https://aje.news/uhkcio BeiDou / Iran — What the Article EstablishesThe core claim, sourced to former French intelligence director Alain Juillet, is that Iran’s missile accuracy has improved markedly since the June 12-day war, and BeiDou is the most credible explanation. The supporting timeline is more concrete than the headline suggests:∙ Iran reportedly signed an MOU in 2015 to integrate BeiDou-2 into its military infrastructure, particularly for missile guidance ∙ Access to BeiDou’s encrypted military signals is believed to have been granted … Continue reading Could Iran be using China’s highly accurate BeiDou navigation system?

banking, Canada, Diplomacy, Innovation, Military, NATO

Canada in the running to headquarter new multinational defence bank

Colin Henderson

Canada in the running to headquarter new multinational defence bank PIPPA NORMANPublished November 13 2025, 4:15AM Banks like this don’t come around too often. Most recently, the New Development Bank and Asian Infrastructure Bank were established in 2015 and 2016, respectively. Similar institutions such as the World Bank Group are set up to mobilize capital to address issues affecting multiple countries. In the case of the DSRB, that issue is an increasingly divided world in which countries all over the world are increasing their defence spending.A handful of institutions, including Royal Bank of Canada, JPMorgan Chase & Co., ING Group … Continue reading Canada in the running to headquarter new multinational defence bank

Geopolitics, Military

Inside China’s dangerous nuclear game

Colin Henderson

This article is part of Engelsberg Ideas’ latest series, ‘The Nuclear World Transformed’, in which our writers explore the history and current state of the global nuclear landscape, and how it is being reshaped by a new age of great-power competition.  Between 1990 and 2001 something happened in China that is unthinkable in today’s tense world. In short, an American wandered through the Chinese nuclear archipelago and came out to tell the tale. It sounds like a novel but it is a lesson in game theory and it is pure fact. The American was the director of the Technical Intelligence Division … Continue reading Inside China’s dangerous nuclear game

AI, Infrastructure, Innovation, Microsoft, Middle East, Military, productivity, Progress, Security

Coreweave joins ‘hyperscaler’ group

Colin Henderson

Research: CoreWeave’s AI Infrastructure and Market Position They have particular differentiation in 3. Infrastructure Differentiation. it is designed explicitly to operate with GPU infrastructure, and seed investment from Nvidia cements this. They have been around for eight years(8) years but still have startup characteristics. Their debt profile is high and rates are astronomic. They are working with Bank of America to refinance $1.5Bn debt. Their efforts in Spain are spectacular and Spain in particular is in dire need of high tech support. The facility was inaugurated today by the Mayor of Barcelona, Jaume Collboni, and Albert Tort, Secretary of Telecommunications and … Continue reading Coreweave joins ‘hyperscaler’ group

Military

Trying to Head Off War, U.S. Moves Naval Forces Closer to Israel

Colin Henderson

Trying to Head Off War, U.S. Moves Naval Forces Closer to Israel American officials are sending a signal to Iran and its allies, in the form of two aircraft carrier groups and an attack submarine. By Eric Schmitt With fears rising that a wider war could break out in the Middle East, the United States has steadily been moving Navy forces closer to the area, including two aircraft carrier groups and an attack submarine. And it has not been shy about announcing the details, in a clear effort to deter Iran and its allies from more intense attacks on Israel. Earlier … Continue reading Trying to Head Off War, U.S. Moves Naval Forces Closer to Israel

Military, Nuclear

Biden Approved Secret Nuclear Strategy Refocusing on Chinese Threat

Colin Henderson

NYT reports US strategy for deterring nuclear weapons to focus on China Biden Approved Secret Nuclear Strategy Refocusing on Chinese Threat NYT reports US strategy for deterring nuclear weapons to focus on China “Here’s what else you need to know today. The Times reports that President Biden has approved a highly classified plan to, for the first time, reorient America’s strategy for deterring nuclear weapons to focus on China. The plan is an acknowledgement of China’s rapid expansion of its nuclear arsenal, which will rival that of the United States and Russia over the next decade.” From The Daily: Inside … Continue reading Biden Approved Secret Nuclear Strategy Refocusing on Chinese Threat