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  1. 01

    IRAN

    The latest.

    Iran is reportedly in talks with Oman (which Trump 1.0 designated a US Major Non-NATO Ally) on the possibility of slapping a shared toll system on the Strait of Hormuz, though Oman’s views remain unclear. Meanwhile, Iran’s supreme leader has declared Iran’s highly enriched uranium must stay in the country. (NYT $)

  2. 02

    TAIWAN

    Arms sales on hold.

    A senior US official has indicated the US is pausing its pending $14B arms sale to Taiwan, citing a need to prioritise armaments for the war in Iran. (The Hill)

  3. 03

    CHINA

    North Korea trip?

    Beijing’s advance teams (security and protocol) have been appearing in Pyongyang this week, lending credence to South Korean reports that President Xi could be visiting the hermit North as early as next week. (Yonhap)

  4. 04

    TURKEY

    Opposition leader removed.

    A Turkish court has removed opposition leader Ozgur Ozel as party chair, hobbling Erdoğan’s most recognisable rival (among those not yet in prison). Ozel is vowing to appeal, but Turkish stocks dropped 6% on the ruling, while the central bank intervened (again) to limit the lira’s slide. (Al Monitor)

  5. 05

    INDONESIA

    Export expert.

    Palm oil prices have tumbled amid confusion over President Prabowo’s plans to bolster state control over key commodity exports, including the edible oil and coal. Jakarta is expected to clarify via further regulations today (Friday) (Bloomberg $).

  6. 06

    VENEZUELA

    Uranium removed.

    The US removed a cargo of enriched uranium last week, but not from Iran. Rather, it turns out the US, UK, and Venezuela relocated the last 13kg of highly enriched uranium to the US from a long-shuttered research reactor. (US DoS)

  7. 07

    AUSTRIA

    Spying for Russia.

    A jury has found former intelligence officer Egisto Ott guilty of collecting and handing over to Russia vast reams of state secrets and personal data from police databases from 2015 to 2020. Ott has denied the charges. (Reuters)

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