Plus: Sweden officially joins NATO
Hi Intriguer.ย Good news, dear Intriguer. Weโre hosting our first-ever, official, in-person Intrigue event!
With thanks to our friends at Blackbird VC, our jet-setting co-founder Helen will be in Sydney, Australia to co-host a lunch and fireside chat with Australian senator and former ambassador to Israel, Dave Sharma.
Iโll be there too, perhaps using one of those t-shirt cannons to launch Intrigue merch into the cheering crowd. Or maybe nodding pensively from the audience. I havenโt decided yet.
Anyway, itโs on Friday 22nd March, with spaces strictly limited, so get in quick and RSVP here! Itโll be the first of many Intrigue events around the world.
And now onto todayโs briefing, which leads with President Bidenโs State of the Union address.
– Jeremy Dicker, Managing Editor
Hopes for Ramadan truce fade. Theย Hamas delegation has left talks to establish a Gaza ceasefire, but vowed to continue negotiations. Mediators had hoped to push through a phased deal that included an initial 45-day ceasefire in exchange for the release of some hostages. Israel didnโt attend this weekโs talks in Cairo, citing Hamasโs failure to provide the details of Israeli hostages still alive (something Hamas says it canโt do without a ceasefire).
US House to vote on TikTok bill. The US House of Representatives has scheduled a vote next week on a bill requiring social media platform TikTok to sever all ties to its China-based parent company or face a US ban. The Energy and Commerce Committee unanimously approved the bill (50-0) on Thursday, underscoring the bipartisan sentiment at play. The app has around 170 million US users and is now encouraging them to oppose the proposed legislation.
Hundreds of pupils abducted in Nigeria. More than 280 pupils between the ages of eight and 15 have been kidnapped in north-western Nigeria, likely by a local gang. It comes days after a separate incident in which presumed Boko Haram Islamists kidnapped dozens of women and children in north-eastern Nigeria.
UK presses Israel on Gaza aid. UK Foreign Secretary David Cameron has used a meeting with Israeli war cabinet member Benny Gantz to discuss efforts to secure a humanitarian ceasefire, and press Israel to allow more aid into Gaza. In a statement, Cameron added: โWe are still not seeing improvements on the ground. This must change.โ
Ireland votes on International Womenโs Day.ย Ireland is holding a constitutional referendum on two questions this International Womenโs Day (today, 8 March): whether to remove a controversial reference to a womanโs โduties in the homeโ, and whether to revise the definition of family. Polls project a double yes vote but low turnout.
Great Barrier Reef suffers mass bleaching.ย Australiaโsย Great Barrier Reef Marine Park Authority has confirmed thatย โa widespread, often called mass, coral bleaching event is unfoldingโ in the countryโs waters. The Authorityโs chief scientist says the phenomenon, which entails the whitening of usually colourful corals, is driven by rising sea temperatures connected primarily with climate change.
TOP STORY
The geopolitics of President Bidenโs pre-election State of the Union address

Canva AI prompt: state of the union [we added the image of President Biden]
US President Joe Biden delivered his last State of the Union address before Novemberโs presidential election last night (Thursday evening local time in DC).
As ever, it was a chance for the president to address a joint session of Congress, a national audience at home, and capitals all around the world, on his administrationโs achievements to date and his vision for whatโs to come.
Weโll leave the politics to others, but here are four of the lines with the biggest geopolitical implications for the US and the world.
1) โNow it is we who face an unprecedented momentโ
While the speech was pretty upbeat overall, Bidenโs opening was grim, quoting from President Franklin D Rooseveltโs 1941 famous address to Congress. Drawing comparisons with WWII, Biden said โif anybody in this room thinks Putin will stop at Ukraine, I assure you, he will notโ, and itโs โemboldening others who wish to do us harmโ.
With a quick shout-out to NATOโs newest member Sweden (whose prime minister was in the audience), Biden called on the House to approve military aid to Ukraine, before addressing Russiaโs president directly: โWe will not walk away. We will not bow down. I will not bow down.โ
2) โTurning setback into comeback. Thatโs America!โ
Biden used his speech to reiterate an argument he and his national security adviser Jake Sullivan have often made: that revival at home is an integral part of meeting unprecedented challenges abroad. This linking of Americaโs domestic and international fortunes is also intended as an answer to doubts that US allies and adversaries alike have had around US capabilities and intentions.
3) โTonight, Iโm directing the U.S. military to lead an emergency missionโ
Biden then moved on to the biggest announcement of the night: an emergency mission to establish a temporary pier on the Gaza coast to receive large ships carrying humanitarian aid. โNo US boots will be on the groundโ, he clarified.
Separate media briefings say the operation will run out of Cyprus, itโll involve a floating pier, it could take 30-60 days to implement (in cooperation with partners), and it could add hundreds of extra truckloads of aid per day for the Palestinians. This raises all kinds of interesting questions, which weโll delve into below.
But Biden made the announcement in the context of a speech that otherwise reiterated his three main views here: โIsrael has a right to go after Hamasโ, Israel also has โa fundamental responsibility to protect innocent civilians in Gazaโ, and โas we look to the future, the only real solution is a two-state solutionโ.
4) โFor years, all Iโve heardโฆ is โChinaโs on the rise and America is falling behindโ. Theyโve got it backward. America is rising. โ
While the โtheyโ here was folks in DC – and Biden left the other implication unsaid (ie, that โChina is falling behindโ), it still sounds like a direct shot at Chinese President Xi Jinping, who reportedly told his officials at the height of the pandemic in 2020 that โthe East is rising while the West is decliningโ.
Biden clearly wanted to remind folks that while the US appears consumed with the Middle East and Ukraine, he sees China as the longer-term challenge to US interests. Whether one agrees or not, Bidenโs remarks are a reminder of how quickly the US view of China has flipped.
Wrapping it all up, he declared โthere is nothing beyond our capacity when we act togetherโ.
INTRIGUEโS TAKE
While his reflection on the worldโs moment was grim and his take on Americaโs response was optimistic, there were no big shifts beyond his Gaza pier announcement, which raises three implications plus three questions.
On the implications, first – the decision to establish a new Gazan pier for aid suggests an understanding that this conflict, or at least the humanitarian disaster itโs triggered, isnโt ending any time soon.
Second, Israeli officials say theyโre fully on board, but itโs hard to think of another example where the US has effectively broken its own allyโs blockade like this. And third, beyond the humanitarian objective, itโs clearly also an election year move to gird Bidenโs left flank.
Then on the questions weโre now pondering, first: the focus is on what this pier helps bring into Gaza, but the thing about boats is they can move the other way, too – and inevitably thatโll open questions around what (or who) might be allowed a ride out. Eg, will the US run medical or other humanitarian evacuations?
Second, this new pier aims to get aid to Gazaโs shore, but itโs unclear what then happens with it. The US will want a plan to avoid its shipments triggering more chaos and violence, or ending up exclusively in Hamas hands.
And third, the president says thereโll be no US troops on Gazan soil, but theyโll be close, and that raises questions around how to ensure the operationโs security without expanding Americaโs own target surface area in the region.
Weโre giving away 2 tickets to hit podcast Lovett or Leave It!
โญ๏ธ โLovett or Leave It is a live variety show and podcast that breaks down the weekโs news in politics and pop culture with sketches, games, jokes that literally never miss, and everyoneโs favorite: nuanced analysis.โ โญ๏ธ
Intrigued? Hereโs how to win the tickets: Refer as many new subscribers as possible to Intrigue before Friday, 4 April (using your backup email address doesnโt count! ๐คฃ).
Each new referral will give you another ticket in the giveaway! The more you refer, the higher the chance you have to win.
P.S. If you canโt get to DC, fret not – weโll be doing more event giveaways around the world soon!
MEANWHILE, ELSEWHEREโฆ

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๐ฐ๐ทย South Korea: A Montenegrin court has ordered the extradition of cryptocurrency tycoon Do Kwon to his native South Korea, shortly after another local court blocked his extradition to the US on procedural grounds. Kwon was arrested last year in connection to the $40B crash of his Terraform crypto-coins, which sent shockwaves through the sector.
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๐บ๐ฆย Ukraine: A Russian missile exploded โvery closeโ to Ukrainian President Volodymyr Zelensky and Greek Prime Minister Kyriakos Mitsotakis during a visit by the two leaders to Odessa. Although Russia has targeted Ukrainian cities during previous VIP visits, this is the closest it has come to hitting a leader since the start of the war.ย ย
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๐ฎ๐ณย India: Prime Minister Narendra Modi has made his first visit to Kashmirโs main city since his government repealed the disputed regionโs semi-autonomy in 2019. The Muslim-majority territory has been at the centre of a long-running feud between Pakistan and India, and Modiโs visit is seen as part of his national campaign ahead of April-May elections.
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๐ฒ๐ฝย Mexico: Protesters have used a pickup truck to break through the doors of the National Palace, where President Andres Manuel Lopez Obrador was delivering his daily press conference at the time. The group is seeking justice for the 2014 disappearance of 43 students which, according to a later official inquiry, was a โcrime of the stateโ.ย
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๐ธ๐ฆย Saudi Arabia: Saudi Arabia has transferred a cool $164B stake in its state-owned oil company, Aramco, to its state-owned sovereign wealth fund. The move is meant to bolster the fundโs cashflows as it prepares to spend billions on local projects, such as a vaunted new smart city in the desert.
EXTRA INTRIGUE
Here are our Team Intrigue recommendations for those of you looking to prepare for this weekendโs Oscarsย
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John: For the Best Feature Film category I canโt but hope for an โOppenheimerโ win.
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Helen: For Best International Feature,ย I suggest watching Italyโs โIo Capitanoโ, about Senegalese teenagers who embark upon a voyage in the hope of a better future.ย
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Jeremy: In the Best Live Action Short category, I particularly loved โThe Wonderful Story of Henry Sugarโ for its unmistakable touch of Wes Anderson magic.
TWEET OF THE DAY
Yesterday (Thursday), Sweden officially became the 32nd member of the North Atlantic Treaty Organisation (NATO), nearly two years after submitting its bid. The traditional flag-raising ceremony will take place in Brussels on Monday.
There were lots of interesting tweets about this milestone, but our personal favourite came from Australiaโs former prime minister and current ambassador to the US, Kevin Rudd. Why? He included a photo of him as a junior diplomat in Sweden back in the 80s, sporting what can only be described as a spectacular mullet. With early-career plumage like that, he was always destined for greatness.
FRIDAY QUIZ
How much do you know about the UK? Todayโs quiz features three questions (plus the official answers) from its citizenship test!
1) Where is Big Ben located? |
2) What did Sir Frank Whittle invent in the 1930s? |
3) When was the last successful foreign invasion of England? |