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Global Briefing May 17

Iran Ultimatum, Ukraine Drone Reach Test Washington

Trump told BFMTV Iran faces 'very tough times' if Pakistan-mediated talks fail, as the Pentagon priced the war at $29B and intelligence showed Iran has restored 30 of 33 Hormuz launchpads. Ukraine sent ~600 drones overnight across 14 Russian regions, killing four near Moscow; USF separately struck an FSB ship 1,100 km from the front near Kaspiysk. Trump advisers fear Xi may move on Taiwan within five years; Russian banks crossed the IMF's 10% crisis line for a third month and Putin signalled openness to talks. BASF cut 2,500 Ludwigshafen jobs while opening a €8.7B China complex.

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us · United States

Trump Can't End Iran War, So He Changes Subject

This was the week the Iran war stopped being a foreign-policy story for Americans and became a domestic one: inflation hit a three-year high of 4.2%, petrol is up 39% since the fighting began, and a hundred days in the average household is $750 poorer. The economy is somehow still adding jobs. But unable to end the war that is driving the prices, the president spent the week fighting on every other front instead — his own last election, naturalised citizens, China, and the spy law that briefs him each morning.

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gb · United Kingdom

Britain Runs Out of Money for Defence and Order

John Healey's resignation as defence secretary was not an ordinary reshuffle: he walked out accusing Keir Starmer and the Treasury of refusing to pay for Britain's defence at the most dangerous moment since the Cold War, the week the entire fleet of attack submarines sat in dock. And as the state struggled to fund the things that keep a country safe abroad, it was visibly losing its grip on order at home — the Henry Nowak murder, riots in Belfast, a stabbing in a Manchester school. A government is meant to be able to do both. This one, this week, could do neither.

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fr · France

Lyhanna Murder Puts French State on Trial

The killing of 11-year-old Lyhanna did what no ordinary political crisis had managed: it put the French state itself in the dock. Her suspected killer had been accused of raping a 10-year-old the previous August and was never questioned. More than 60,000 people marched; the justice minister apologised and ordered a review of 70,000 abuse cases while refusing to resign; the far right demanded his head. Abroad, France was helping lead the diplomacy to end the war in Ukraine. At home, it could not protect a child it had been warned about.

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de · Germany

Merz Bets Germany's Future on Autonomy as US Pulls 5,000 Troops

Friedrich Merz has made his choice: a Germany less dependent on an America it no longer trusts. This week he absorbed the loss of 5,000 US troops pulled out over his criticism of the Iran war, killed the €100bn FCAS fighter jet with France, and offered Ukraine a seat inside the EU. It is a coherent bet on strategic autonomy. The catch is that the costs are arriving at home — a suspected extremist arson that blacked out 40,000 homes, and a record 85,837 politically motivated crimes — before the autonomy does.

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ua · Ukraine

Ukraine Offers to Freeze War by Escalating Strikes

Ukraine spent the week doing two things that only look contradictory: offering to freeze the war and fighting it harder than ever. Zelenskyy signalled he would accept halting the conflict along the current front line, and Europe lined up behind him. At the same time his long-range drones set Russia's fuel system alight, spreading petrol shortages to 25 regions. The escalation is not at odds with the peace offer — it is what gives the offer its weight. Whether Moscow ever picks it up depends less on the talks than on how dry Russia's pumps run.

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tr · Turkey

Erdoğan Declares Turkey a 'Playmaker' at Security Conference

Erdoğan spent the week looking indispensable to the world — mediating between Washington and Tehran, branding Turkey a regional 'playmaker', and savaging Netanyahu over Gaza. It is real influence, and it has a domestic use. The more the West needs Ankara, the freer his hand at home, where he has jailed his strongest rival and hundreds of opposition officials and will host NATO's leaders next month behind 40,000 security personnel. The same assertiveness that makes Turkey useful to Washington also had its jets harassing European defence ministers off Cyprus.

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Day in Review

All Events

Every other event tracked today, with a one-line preview. Click Show summary to read more.

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us95

Trump warns Iran of 'very tough times' as Pentagon readies $29B escalation plan

US President Donald Trump told French network BFMTV that Iran faces "very tough times, very tough times" if Pakistan-mediated talks on a 14-point Hormuz-and-uranium deal collapse, as the Pentagon prepared to reactivate a joint US-Israeli air campaign within a week. The Pentagon now puts the US war bill at $29 billion — up $4 billion from Defense Secretary Pete Hegseth's $25 billion congressional estimate two weeks ago — while classified intelligence shows Iran has restored 30 of 33 missile launchpads along the Strait of Hormuz and retains 70% of its ballistic inventory. Secretary of State Marco Rubio said Washington is pushing for a diplomatic exit because US military resources are finite.

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US President Donald Trump told French network BFMTV that Iran faces "very tough times, very tough times" if Pakistan-mediated talks on a 14-point Hormuz-and-uranium deal collapse, as the Pentagon prepared to reactivate a joint US-Israeli air campaign within a week. The Pentagon now puts the US war bill at $29 billion — up $4 billion from Defense Secretary Pete Hegseth's $25 billion congressional estimate two weeks ago — while classified intelligence shows Iran has restored 30 of 33 missile launchpads along the Strait of Hormuz and retains 70% of its ballistic inventory. Secretary of State Marco Rubio said Washington is pushing for a diplomatic exit because US military resources are finite.

ua95

Ukraine launches ~600 drones across 14 regions of Russia, killing four near Moscow

Ukraine struck 14 Russian regions, Crimea and the Black and Azov seas overnight with close to 600 drones, killing four — three in the Moscow region and one in Belgorod — and wounding more than a dozen in what Russian state agency Tass called the largest attack on Moscow in over a year. The SBU said strikes hit the Angstrem microchip plant in Zelenograd, the Moscow oil refinery and the Solnechnogorsk pumping station on the Moscow oil-and-gas ring, while at the Belbek military airfield in occupied Crimea a Pantsir-S2 system, an S-400 radar hangar and UAV control stations were damaged. President Volodymyr Zelensky said the strikes — using Ukrainian-developed RS-1 Bars, FP-1 Firepoint and BARS-SM Gladiator drones flown over 500 km from the border — were a justified response to Russia's three-day Wed–Fri barrage, which killed 24 people in a Kyiv apartment block.

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Ukraine struck 14 Russian regions, Crimea and the Black and Azov seas overnight with close to 600 drones, killing four — three in the Moscow region and one in Belgorod — and wounding more than a dozen in what Russian state agency Tass called the largest attack on Moscow in over a year. The SBU said strikes hit the Angstrem microchip plant in Zelenograd, the Moscow oil refinery and the Solnechnogorsk pumping station on the Moscow oil-and-gas ring, while at the Belbek military airfield in occupied Crimea a Pantsir-S2 system, an S-400 radar hangar and UAV control stations were damaged. President Volodymyr Zelensky said the strikes — using Ukrainian-developed RS-1 Bars, FP-1 Firepoint and BARS-SM Gladiator drones flown over 500 km from the border — were a justified response to Russia's three-day Wed–Fri barrage, which killed 24 people in a Kyiv apartment block.

de95

BASF sells Ludwigshafen flats and cuts 2,500 jobs as €8.7bn China complex opens

German chemical giant BASF has cut around 2,500 jobs since 2022 at its Ludwigshafen headquarters and put thousands of company-owned apartments on the market, even as it inaugurated a €8.7 billion ($10 billion) complex in China last month — its largest-ever single investment. Works council chair Sinischa Horvat told AFP that "the mood is obviously not good" in the 175,000-person company town, where BASF still employs over 30,000 staff and has agreed to hold off on compulsory redundancies until at least 2028. The cuts sit inside a wider 124,000-job industrial drawdown across Germany in 2025 — roughly double the 2024 figure, according to consultancy EY — that has shrunk manufacturing's GDP share to 19.5%, with DIW president Marcel Fratzscher warning the losses are accelerating.

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German chemical giant BASF has cut around 2,500 jobs since 2022 at its Ludwigshafen headquarters and put thousands of company-owned apartments on the market, even as it inaugurated a €8.7 billion ($10 billion) complex in China last month — its largest-ever single investment. Works council chair Sinischa Horvat told AFP that "the mood is obviously not good" in the 175,000-person company town, where BASF still employs over 30,000 staff and has agreed to hold off on compulsory redundancies until at least 2028. The cuts sit inside a wider 124,000-job industrial drawdown across Germany in 2025 — roughly double the 2024 figure, according to consultancy EY — that has shrunk manufacturing's GDP share to 19.5%, with DIW president Marcel Fratzscher warning the losses are accelerating.

tr95

KDP-linked site claims SDG commander Mazlum Abdi met Öcalan on Imrali; Ankara silent

A KDP-linked Iraqi Kurdistan website, Darka Mazi, has reported that Syrian Democratic Forces commander Mazlum Abdi and SDG external-relations head Ilham Ahmed were secretly taken to Imrali island prison in March through "a channel prepared by Turkey" to meet imprisoned PKK founder Abdullah Öcalan, three days after an earlier 9 May claim that PKK leaders Sabri Ok and Bese Hozat had been brought there in June 2025 before that year's symbolic weapon-burning ceremony in Sulaymaniyah. As of 17 May, neither the Presidency's Disinformation Centre, the Justice Ministry nor MİT — which is coordinating the "Terror-Free Turkey" process under chief İbrahim Kalın — has issued a formal denial. The unverified claims have opened debate inside the AK Parti base over whether Parliament should pass process legislation before the PKK disarms, with columnist Fatih Altaylı arguing such contacts are ordinary statecraft.

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A KDP-linked Iraqi Kurdistan website, Darka Mazi, has reported that Syrian Democratic Forces commander Mazlum Abdi and SDG external-relations head Ilham Ahmed were secretly taken to Imrali island prison in March through "a channel prepared by Turkey" to meet imprisoned PKK founder Abdullah Öcalan, three days after an earlier 9 May claim that PKK leaders Sabri Ok and Bese Hozat had been brought there in June 2025 before that year's symbolic weapon-burning ceremony in Sulaymaniyah. As of 17 May, neither the Presidency's Disinformation Centre, the Justice Ministry nor MİT — which is coordinating the "Terror-Free Turkey" process under chief İbrahim Kalın — has issued a formal denial. The unverified claims have opened debate inside the AK Parti base over whether Parliament should pass process legislation before the PKK disarms, with columnist Fatih Altaylı arguing such contacts are ordinary statecraft.

ua92

Ukraine's Unmanned Systems Forces strike 46 Russian targets in 48-hour drone blitz, including FSB patrol ship in Caspian

Ukraine's Unmanned Systems Forces (USF) struck 46 Russian military targets over the nights of May 16-17, 2026, including an FSB border patrol ship near Kaspiysk in Russia's Republic of Dagestan, about 1,100 km from the war zone. USF commander Robert "Madyar" Brovdi said drone crews executed 186 fire strikes against assets in Russia and occupied Crimea, Donetsk, Luhansk, and Zaporizhzhia oblasts. The hit on the Project 10410 Svetlyak patrol ship was the fourth Russian vessel struck in the Caspian during May 2026.

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Ukraine's Unmanned Systems Forces (USF) struck 46 Russian military targets over the nights of May 16-17, 2026, including an FSB border patrol ship near Kaspiysk in Russia's Republic of Dagestan, about 1,100 km from the war zone. USF commander Robert "Madyar" Brovdi said drone crews executed 186 fire strikes against assets in Russia and occupied Crimea, Donetsk, Luhansk, and Zaporizhzhia oblasts. The hit on the Project 10410 Svetlyak patrol ship was the fourth Russian vessel struck in the Caspian during May 2026.

us90

Trump advisers fear China may target Taiwan within five years after summit

Some close advisers to President Trump fear the biggest substantive result of the China summit is heightened danger that Chinese President Xi Jinping will invade Taiwan in the next five years, potentially choking off the chips used to power AI to U.S. companies. One Trump adviser said the trip signaled a much higher likelihood that Taiwan will be on the table in the next five years, adding that the chips supply chain will not be anywhere close to self-sufficiency. Trump loved the pageantry and special access Xi rolled out during the Beijing visit, but the words did not match the bonhomie.

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Some close advisers to President Trump fear the biggest substantive result of the China summit is heightened danger that Chinese President Xi Jinping will invade Taiwan in the next five years, potentially choking off the chips used to power AI to U.S. companies. One Trump adviser said the trip signaled a much higher likelihood that Taiwan will be on the table in the next five years, adding that the chips supply chain will not be anywhere close to self-sufficiency. Trump loved the pageantry and special access Xi rolled out during the Beijing visit, but the words did not match the bonhomie.

gb90

UK to fast-track bill proscribing foreign-state proxies after first NSA2023 China convictions

Security Minister Dan Jarvis told the Commons on 14 May the UK will introduce fast-track legislation giving proscription-like powers to ban organisations acting as proxies for foreign states, citing Iranian state-linked attacks on British Jews and Chinese interference on UK soil. The announcement followed last week's first convictions under the National Security Act 2023 over Hong Kong-directed surveillance and intimidation, prompting the summoning of the Chinese ambassador and an FCDO demand that the Hong Kong Economic and Trade Office immediately terminate Chung Biu Yuen's employment. Jarvis said MI5 and Counter Terrorism Policing have disrupted 19 late-stage attack plots since 2020, the terror threat level was raised from substantial to severe on 30 April, and £25 million in new funding will go to Jewish-community protection after a Golders Green stabbing and arson incidents.

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Security Minister Dan Jarvis told the Commons on 14 May the UK will introduce fast-track legislation giving proscription-like powers to ban organisations acting as proxies for foreign states, citing Iranian state-linked attacks on British Jews and Chinese interference on UK soil. The announcement followed last week's first convictions under the National Security Act 2023 over Hong Kong-directed surveillance and intimidation, prompting the summoning of the Chinese ambassador and an FCDO demand that the Hong Kong Economic and Trade Office immediately terminate Chung Biu Yuen's employment. Jarvis said MI5 and Counter Terrorism Policing have disrupted 19 late-stage attack plots since 2020, the terror threat level was raised from substantial to severe on 30 April, and £25 million in new funding will go to Jewish-community protection after a Golders Green stabbing and arson incidents.

fr85

France moves to deport activist Ramy Shaath, citing pro-Palestinian protests as public-order threat

France's Nanterre prefecture has summoned Palestinian-Egyptian activist Ramy Shaath to a 21 May deportation hearing, citing his pro-Palestinian protest activity and statements describing "Israel's criminal occupation of Gaza" as evidence he poses a "serious threat to public order". Shaath was freed from Egyptian arbitrary detention in January 2022 after Emmanuel Macron's intervention, and his lawyer Damia Taharraoui says he cannot be expelled to Egypt — where he no longer holds citizenship — or to the Palestinian territories during the ongoing war. Family and supporters launched a #FreeRamyShaath2 campaign on Sunday, framing the move as a reversal of France's 2022 welcome of him as a "prisoner of conscience".

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France's Nanterre prefecture has summoned Palestinian-Egyptian activist Ramy Shaath to a 21 May deportation hearing, citing his pro-Palestinian protest activity and statements describing "Israel's criminal occupation of Gaza" as evidence he poses a "serious threat to public order". Shaath was freed from Egyptian arbitrary detention in January 2022 after Emmanuel Macron's intervention, and his lawyer Damia Taharraoui says he cannot be expelled to Egypt — where he no longer holds citizenship — or to the Palestinian territories during the ongoing war. Family and supporters launched a #FreeRamyShaath2 campaign on Sunday, framing the move as a reversal of France's 2022 welcome of him as a "prisoner of conscience".

ua85

Putin signals willingness for peace talks as Russian economy falters and Ukraine gains battlefield advantage

Vladimir Putin has signaled a willingness to pursue peace talks, according to a Saturday statement interpreted by some as suggesting the war in Ukraine is “coming to an end.” The shift comes as Russia’s economy slides into recession, with the government cutting its 2026 real GDP growth forecast to 0.4%, and as Ukraine leverages drone technology to stabilize the front and slowly regain territory. European leaders, including Finnish President Stubb, have indicated a readiness to engage Moscow, while the U.S.-led peace process is seen as sidelined.

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Vladimir Putin has signaled a willingness to pursue peace talks, according to a Saturday statement interpreted by some as suggesting the war in Ukraine is “coming to an end.” The shift comes as Russia’s economy slides into recession, with the government cutting its 2026 real GDP growth forecast to 0.4%, and as Ukraine leverages drone technology to stabilize the front and slowly regain territory. European leaders, including Finnish President Stubb, have indicated a readiness to engage Moscow, while the U.S.-led peace process is seen as sidelined.

de85

Legal opinion: Germany's new heating law likely unconstitutional

A legal opinion commissioned by the CDU-affiliated Klimaunion concludes that the German government's new building modernization law (Heizungsgesetz) is likely unconstitutional. The draft, presented by Economy Minister Katherina Reiche (CDU) and Construction Minister Verena Hubertz (SPD) and approved by the cabinet, would allow fossil-fuel heating systems to operate indefinitely beyond the 2045 climate-neutrality target. The opinion argues this violates the Federal Constitutional Court's requirement for a coherent emissions-reduction pathway.

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A legal opinion commissioned by the CDU-affiliated Klimaunion concludes that the German government's new building modernization law (Heizungsgesetz) is likely unconstitutional. The draft, presented by Economy Minister Katherina Reiche (CDU) and Construction Minister Verena Hubertz (SPD) and approved by the cabinet, would allow fossil-fuel heating systems to operate indefinitely beyond the 2045 climate-neutrality target. The opinion argues this violates the Federal Constitutional Court's requirement for a coherent emissions-reduction pathway.