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Newsletter 2:

  Geopolitical Newsletter No. 2 — May 10, 2026 Concise, strategic, publication‑ready. 1) United States – Iran: the truce is dead Signals are converging: Washington and Tehran have entered a long‑term confrontation cycle with no credible diplomatic horizon. Iran claims the U.S. “can no longer dictate its policy to independent nations.” President Trump warns he will strike Iran “more violently” if no agreement is reached after new incidents in the Strait of Hormuz. Indirect talks via Pakistan are frozen, while Moscow inserts itself by hosting Iran’s foreign minister. Strategic angle: Hormuz is once again a pressure valve . Tehran reminds the world that closing it would “impact the global economy instantly.” Washington is applying controlled escalation: maximum pressure without crossing into full‑scale war. 2) Ukraine – Russia: Putin hints the war is “nearing its end” The Kremlin multiplies statements suggesting the conflict is entering its final phase. Putin declares the war is ...