🌍 Did NATO pass Putin’s drone test?


🌍 Did NATO pass Putin’s drone test?

Plus: This embassy drew a crowd

Today’s briefing:
— Did NATO pass Putin’s drone test?
— This country back on the brink
— Camped outside an embassy

Sponsored by:

Good morning Intriguer. I’m in Seoul for a dear friend’s wedding, and, as I sat by my hotel window looking out over the city this morning, I couldn’t help but wonder, what was Kim Jong Un doing just ~100miles north of here? Was he hungover, after drinking 10 bottles of fine Bordeaux in a single sitting as he once claimed? Or was he up with the sun, pondering which of his generals he would shoot out of a cannon for gags? Was he really so different from us, as we try to navigate life in our very own hermit kingdoms?

And just like that, I realised that the looping Sex and the City episodes consumed by my seat neighbour on the 15 hour flight to South Korea had penetrated my brain in a deeply subversive way, and I needed to go outside and touch grass (aka eat Korean barbecue).

Speaking of problematic neighbours of all kinds, today we’re taking a deeper look at Russia’s drone incursion into Polish airspace and the lessons we can learn from it.

Before we dive in, I feel like the news cycle this week has been even more manic than usual leaving me feeling exhausted and a little anxious. Our mission at Intrigue has always been to help you know what matters and why, and give you the confidence to ignore the rest. If you’re finding that useful right now, please do forward us to your friends, family and co-workers. It might help them, and it will definitely help us! Thank you 🙂

Number of the day

27 

That’s how many years in prison Brazil’s former president (Bolsonaro) just got after a court found him guilty of attempting a coup in 2022. His lawyers say they’ll appeal.

Drone on

With the dust now settled on Putin’s drone incursion into Poland, it’s time to ask: what was the Russian leader hoping to achieve, and did he get it?

The Kremlin has denied any role, and its client state Belarus blames jamming devices. But none of that gels with the facts around this (likely unarmed) incursion, including its sheer…

  • Number (~20 drones)

  • Duration (several hours)

  • Depth (hundreds of kilometres into Poland), and

  • Trajectory (five seemed headed to a NATO base that supports Ukraine).

Rather, the facts suggest Putin was testing a) Poland’s unity, b) NATO’s defences, c) NATO’s will, and d) America’s commitment. So… did the free world pass the test?

  1. 🇵🇱 A test for Poland

Why test Poland? First, most Western support for Ukraine’s self-defence enters via Poland. And second, Poland has long borders with Belarus and Russia’s Kaliningrad exclave, offering a bit of plausible deniability (“chill, just a border error”).

But third, Putin might’ve hoped to exacerbate divisions between Poland’s pro-NATO PM (Tusk) and its more wary president (Nawrocki), and curb its support for Ukraine’s defence.

So… did Poland pass the test? Sure — for all their disagreements, Tusk and Nawrocki have basically fallen in lockstep since Wednesday, condemning it all as a Putin provocation.

  1. 🚀 A test for NATO’s defences

On any given day, Putin floods Ukraine with hundreds of drones. So how did NATO handle ~20?

There are folks declaring NATO passed with flying colours: the alliance scrambled Polish and Dutch jets, German-run Patriots, and Italian surveillance aircraft. But that’s a lot of cash and tech to shoot down maybe five of the drones, each costing less than a used Camry.

So sure, the alliance might high-five itself for the kit, emergency response, and interoperability it displayed. But Putin might see the same set of facts and — in addition to pinpointing each Patriot — conclude NATO just tried blowing out a birthday candle with a firehose. That’s not sustainable.

  1. 🌐 A test for NATO’s will

Poland immediately called for NATO’s eighth-ever Article 4 talks (not the more famous ‘attack on one is an attack on all’ Article 5). And those talks happened within hours, producing declarations of solidarity, denunciations of Russia, and pledges for more help.

But even Poland’s decision to trigger Article 4 is interesting for Putin as he calibrates where NATO’s lines are — the alliance still prefers consultations over confrontation.

  1. 🇺🇸 A test for the US

For all Europe’s rhetoric and ramp-up, NATO still fundamentally relies on American airlift, intel, and nukes. The alliance has also traditionally relied on US leadership.

But while the US ambassador to NATO quickly tweeted US determination to defend every inch of NATO territory, we’re not sure this is the social media account Putin was watching.

Rather, the Kremlin will have been more interested in the response from the one guy who decides whether or not the US honours its commitments to its allies: the US president. And after another 12 or so hours, President Trump eventually offered this answer:

  • What’s with Russia violating Poland’s airspace with drones? Here we go!

When asked for clarification yesterday (Thursday), the US president suggested the drone incursions could’ve been a mistake, but insisted either way he wasn’t happy.

Intrigue’s Take

Through his campaign of subterfuge, sabotage, and espionage, Putin is stress-testing the world’s most powerful defensive alliance, both to impose costs for getting in his way, but also to gauge the bloc’s limits for whatever he’s got planned next.

So, our report card for this week? Poland gets a pass, but the rest is debatable at best.

Ultimately, however, the real test here isn’t in the punchiness or timeliness of any NATO condemnation, but rather the effectiveness of any NATO adaptation that comes next.

First, there’s the operational adaptation to modern drone warfare, and the key here is realistically Ukraine itself: President Zelensky is already offering to share the lessons his country has had to learn the hard way.

But second, there’s also the political adaptation to a Putin who, since invading Georgia in 2008 or Crimea in 2014 or broader Ukraine in 2022, seemingly just interprets any hesitation or half-measure as yet another invitation to go in harder.

Sound even smarter:

  • There’s an emergency UN Security Council session set for today (Friday), though Putin (as a permanent member) enjoys veto power there.

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Meanwhile, elsewhere…

🇰🇷 SOUTH KOREA  Back home.
The 300+ South Koreans apprehended in an immigration raid at a Hyundai plant in Georgia have finally arrived home amid a local media frenzy. President Lee is warning the raid could impact future Korean investments in the US. (BBC)

🇻🇪 VENEZUELA  Not true.
Venezuela’s interior minister is rejecting US claims it struck a cartel boat last week, insisting the US navy’s footage instead reveals a typical small fishing boat. Meanwhile, US senators continue to push the Pentagon for more evidence about the vessel and its passengers. (Independent)

🇨🇳 CHINA Correction?
A rep for LeBron James is saying the basketball star never penned the op-ed that appeared under his name in the Communist Party’s main daily earlier this week. Rather, while the words attributed to him were accurate, his team says they just came from group interviews he conducted with local reporters. (NYT)

Comment: The People’s Daily isn’t commenting, and LBJ’s team doesn’t spell it out, but this is either a) splitting hairs (ie, someone else wrote it but he approved), or b) the King himself just got verballed (state outlets often put friendly words in VIP mouths). We explored this one on Tuesday.

🇩🇪 GERMANY Another committee?
Berlin’s new Commission for the Modernization of the Debt Rule met for the first time this week, tasked with updating Germany's infamous debt brake by the end of 2025. (Tagesshau 🇩🇪)

Comment: There are two main doubts here. First, whether the timeline is realistic (a few weeks to tweak Germany’s sacred cow!). And second, whether the politics are workable: the responsible minister runs Germany’s main centre-left party, which might irk a German electorate that ranked right-leaning parties higher in February’s elections.  

🇸🇬 SINGAPORE Cruise control.
Disney’s cruise line is delaying its maiden voyage in Asia back to March 2026, citing shipbuilding setbacks. (Straits Times)

Comment: Western navies might take solace they’re not the only ones struggling to deliver vessels on time and on budget. But this particular snafu relates to the fact Disney bought the half-built ship from a defunct rival in 2022. It’s already undergoing sea trials (and will feature the world’s longest roller-coaster at sea 🤢).

🇦🇷 ARGENTINA Welcome back.
President Milei has resurrected Argentina’s interior ministry, almost two years after he first downgraded it as part of his cost-cuts. (AP

Comment: The interior ministry typically manages ties with Argentina’s (opposition-led) provinces. So this looks like a rare conciliatory gesture after last weekend’s loss in a provincial election, and ahead of next month’s crucial mid-terms.

🇸🇸 SOUTH SUDAN On the brink.
Authorities have charged South Sudan’s main VP (Machar) with treason, after placing him under house arrest back in March. (ABC)

Comment: You’ll recall South Sudan already fought a bitter civil war after the same president dismissed Machar as VP in 2013, accusing him of plotting a coup. That’s why this apparent repeat has the whole region on edge again.

Extra Intrigue

In other worlds…

Embassy of the day

Credits: Intrigue.

Never a dull day in DC, though it’s not every day Embassy Row draws a crowd of reporters angling for a glimpse into the British ambassador’s residence.

Moments after yesterday’s Intrigue hit your inbox, London finally fired its top envoy to the US, Lord Mandelson, as more details emerged over his ties to Jeffrey Epstein.

Journalists then spent all morning out front hoping for a glimpse of the (ex) diplomat. But they started to scatter by afternoon as consensus formed Mandelson will likely take days to leave the compound, presumably hoping camera crews get bored come the weekend.

But we’re diplomats, not journalists. Boredom is our middle name. It is our natural habitat. It is our regenerative Finnish sauna. It is our — ok, we left after like 15 seconds.

Friday poll

Test your knowledge of this week’s news!

Who inaugurated a new airport outside the capital this week?

The new French PM previously held which portfolio?

Which world leader competed in a trail-run over the weekend?