Why Europe Depends on the U.S. for Intelligence

Europe depends on the United States for intelligence because it never built the systems the U.S. operates. It has no missile early-warning satellites, few reconnaissance satellites, and no EU-level intelligence service capable of collecting intelligence. It relies on U.S.-built AWACS aircraft and surveillance drones, along with a U.S.-sponsored NATO fusion centre. Funded European replacements are not expected to become operational until 2029 or the early 2030s.

On the evening of October 12, Russia fired five Iskander-M ballistic missiles at Kyiv from its Bryansk region, according to the Ukrainian Air Force. The missiles hit civilian infrastructure. In a Facebook post, Zelensky said, “There was no warning from our partners regarding this strike.” He did not identify the partner involved.

Air Force spokesman Yurii Ihnat said Ukraine receives intelligence from partners on Russian strategic aviation, ships in the Black and Caspian Seas, and ballistic missile launches from Russia’s northern regions and occupied Crimea. He said this information sometimes fails to reach Ukraine, cited technical issues, and noted that this was not the first such instance. The Air Force is investigating why it received no launch information.

The EU’s Institute for Security Studies reported that U.S. satellites provide round-the-clock intelligence across the entire front line. It concluded that Europe’s ability to match the quality and quantity of that intelligence is limited.

Europe’s own defense also relies on American support. NATO’s Intelligence Fusion Centre, which provides all-source intelligence to the alliance, is a U.S.-sponsored organization.

Space-based missile launch warnings for Ukraine and NATO come from American satellites. The U.S. Space Force has launched 12 satellites carrying SBIRS or STSS missile-warning payloads. Its replacement constellation, Next Gen OPIR, will add five more. Allies receive the data through the Shared Early Warning System, a U.S.-only program that distributes American missile-warning data to select foreign nations.

Europe has no operational equivalent. The EU’s space-based early-warning program, ODIN’S EYE, began in 2021 as a €7.5 million EU-funded study, followed by a €90 million design-phase contract in 2023. Germany and France have since signed an agreement to implement the system. Their joint JEWEL framework targets initial capability in the early 2030s.

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All Aboard for the ‘Not Our War Tour’

A man from Iowa who said he lived in a small rural town, population 20,000, called into CSPAN’s Washington journal on Tuesday and had some remarkable observations to share. He noted that a lot of the Trump signs were gone and several of the local and vocal Trump voters in the community had gone noticeably quiet. One man was flying his Trump flag at half-mast.

This author has heard of similar phenomenon in ruby red places, more recently in the Keystone State, where there is an often-cited “Trump: A National Embarrassment” billboard as you cross a town called Bedford a hundred miles outside of Pittsburgh along the Pennsylvania Turnpike. Bedford County went 84% for Trump in 2024.

While clearly this is anecdotal, the polling doesn’t lie. Trump is losing support with the very people who brought him into the White House, twice. One could point to myriad missteps and perceived betrayals over the last year. However, the war in Iran, launched for and with Israel seven months ago, has truly broken a covenant with voters who in many cases voted for him twice to do the opposite. Another forever Middle East war wasn’t on the bingo card.

So Trump starts a conflict with Iran that has conflagrated across the Persian Gulf and has allowed Israel to push its forces into Lebanon and at the cost of the U.S. economy. Oil shortages translate into spiking consumer gas, diesel, and heating oil prices. This not only impacts Americans who rely on driving, but shipping costs are escalating for all goods including groceries and supplies for home and car repairs, clothing, everyday household stuff. Then there are the shortages in fertilizer components for farmers, adding to increasing food costs down the road. Add that to high interest rates affecting loans and mortgages, and there is a lot of uncertainty out there.

As Jim Antle said in Responsible Statecraft on Tuesday, “The economic costs of the war are undeniable even to its remaining supporters, and are being inflicted on an electorate that has been angry about the high cost of living for at least five years.”

Not to mention the military and their families. As we saw with the sailors on the USS Lincoln, Trump is willing to sacrifice their health, morale, and the readiness of the US Navy by insisting on a protracted Naval blockade while stockpile depletions continue and we no longer have the luxury of easy restocking and refueling our ships from nearby Gulf bases because so many facilities had been made inoperable by Iranian attacks.

This is why so many Americans are saying this is ”not our war.” They never wanted it and the Congress never approved it. Many are going to the polls Nov. 2 with a mind for ending it but make no mistake, it will take voices from across the political spectrum to send the signal to the White House and Congress after the midterms. That’s why the Quincy Institute has joined up with former Trump administration intelligence official Joe Kent to host two events on a new “Not Our War Tour” to speak directly to disaffected Americans about the cost and stakes of not ending the conflict soon.

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SKIES SET ABLAZE After Ukraine Bombs Massive Oil Depot in Valuyki, Russia – Two Days After Zelensky Agreed to Trump’s Energy Ceasefire

It is pretty clear at this point that Ukrainian President Volodymyr Zelenskyy can not be trusted.

How many times has he turned on President Trump and America? It is too numerous to count.

Zelenskyy agreed to an energy ceasefire with Trump but his globalist masters had other plans.

On Tuesday — two days after President Zelensky agreed to Trump’s energy ceasefire – Ukraine bombed the massive oil depot in Valuyki, Oblast, Russia.

As Cristina Laila reported earlier, President Trump on Sunday announced an energy ceasefire between Russia and Ukraine.

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NatCon Conference Dials Up Islamophobia (on Israel’s Behalf)

This past week, a flock of Israel supporters jetted to Jerusalem to attend this year’s “National Conservative” conference, the project led by Israeli political thinker Yoram Hazony. Days later, the offspring of neoconservatism’s godfather Norm Podhoretz, John, revealed the conceit and deception behind the “National Conservatism” project:

“[Yoram Hazony] wants to secure intellectual support in America and the West for the annexation of the West Bank and the creation of what people call Greater Israel… but that’s not what he says he’s doing,” Podhoretz explained. “What he says he’s doing is ‘understanding nationalism’ and trying to make a bond between Israel and the rest of the conservative world by saying, ‘We’re nationalist and you’re nationalist… We’re all the same…But in fact, that is disingenuous…I’m right because I’ve talked to him about it, and I talked to him about it standing on the West Bank at his house in 1996 or 1997. So, I know that that’s what he wants.”

As support for Israel crumbles within the United States as a consequence of Israeli behavior, principally its livestreamed genocide in Gaza and ethnic cleansing of the West Bank and Lebanon, Israelis have revived an old strategy for creating “a bond between Israel and the rest of the conservative world”: ginning up fear and hatred of Muslims. As Drop Site News previously reported, a study commissioned by the Israeli Ministry of Foreign Affairs and conducted by Mark Penn’s Stagwell Global concluded that the “best tactic to combat” Israel’s increasingly negative public image “is to foment fear of ‘Radical Islam’ and ‘Jihadism,’ which remain high.”

“By highlighting Israeli support for women’s rights and gay rights while elevating concerns that Hamas wants to ‘destroy all Jews and spread Jihadism,’” Drop Site reported, “Israeli support rebounded by an average of over 20 points in each country.” The study added: “Especially once the situation in Gaza is resolved, the room for growth in all countries is very significant.”

Speeches at this year’s National Conservatism conference suggest that Israel and its powerful lobby have embraced that tactic, fearmongering over the supposed Muslim hordes plotting to take over Europe and the U.S. Amichai Chikli, who heads Israel’s primary state propaganda organ, the Ministry of Diaspora Affairs, used his speech to warn of what he called “the Islamist offensive [on the West]”: “First, entry into politics… then, positions of power… finally, an Islamist culture forced on neighborhoods, cities, and eventually entire countries.” Israeli Diaspora Minister Chikli used this same refrain earlier in the year, telling an Israeli-government-sponsored conference on antisemitism in January that he seeks to “mobilize all forces in the ideological and physical struggle against the heirs of the modern Nazis,” adding that “this is not just the struggle of the Jewish people. This is the struggle of the free world against the imperialism and tyranny of radical Islam.” Describing the conference, Chikli said that “the real threat to European Jewry is radical Islam” and that  “our goal is [to] form a broad camp to fight together the lethal antisemitism that is coming from within.” Chikli’s Ministry was revealed in 2024 to have paid Stoic, a Tel Aviv marketing firm, roughly $2 million for a covert influence campaign launched shortly after October 7, which ran hundreds of fake accounts that pushed Pro-Israel and Islamophobic content. One affiliated site, “United Citizens for Canada,” labeled Muslim immigrants a threat to the country.

At the National Conservative conference this month, Priest Benedict Kiely similarly decried what he called “the myth of the Andalusian paradise,” telling the Jerusalem audience that “from the start, Islam has aided persecution.” Sebastian Gorka, the sitting NSC deputy for counterterrorism, told the conference that “President Trump is working 20 hours a day to not just save America, but to save our joint civilization,” which he said is under threat from “The Red-Green Alliance…The Islamists working with the Marxists.” A few weeks earlier, Gorka said that under the theology of Islam, “Allah could decree tomorrow that murder is just…Our [Christian] G-d can’t do that. In the theology of Islam, that is deemed to be heretical. There can be no limitations on Allah. Therefore, he can have a capricious attitude to morality.”

The wave of Islamophobia spewing out of Tel Aviv ultimately reaches American shores with consequences on local communities. In Delray Beach — whose county is the world’s largest holder of Israeli bonds — residents earlier this month packed a council meeting to protest the construction of an Islamic center. A similar demonstration against a proposed Islamic center occurred in August at a McKinney City Council meeting in Texas after the county’s Congressional representative Keith Self — who receives significant backing from Israel’s lobby — declared that “The McKinney Planning and Zoning Commission just UNANIMOUSLY approved plans for a new mosque in your neighborhood” and urged residents to “STOP the spread of Sharia in Texas.”

As the U.S. approaches the midterm elections, Islamophobia has found a home in the mainstream of the GOP, with President Trump labeling Michigan Senate candidate Abdul El Sayed “a jihadist” and Representative Nancy Mace posting that “every single Muslim holding public office in America is a Trojan horse, and a threat to both national security and our republic.” Both Trump and Mace are loyal servants of Israeli interests. With Israel’s popularity declining rapidly, Americans should expect more of this variety of intolerance from our uniparty class of Pro-Israel elected officials.

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Kallas & Zelensky Cannot Sleep as Long As One Russian is Still Breathing

For whatever it’s worth, it seems diesel fuel and heating oil are set to climb, with a final peak next March. A cold winter could speed that up, but Ukraine has already inflicted massive damage on Russia’s refineries. Diesel has a dramatic impact on food. In Asia, ships need diesel to transport food back, and farmers can’t harvest their crops without it. Trump is right that Zelensky is affecting the entire world, and Zelensky has openly said he doesn’t give a damn. Even worse, all the critics pushing for World War III insist Trump shouldn’t lift any sanctions on Russia. They won’t be satisfied until there’s a nuclear war.

In the case of wheat, we had a Directional Change in 2025 and that has been correct. A close at year end simply above 645 when we are currently at the 670 area is projecting a serious risk of a rally into 2030. Between Zelensky and Netanyahu, this dynamic-duo is really screwing the entire world and then we have ruthless Neocons, include Kaja Kallas in Europe, who cannot sleep at night as long as one Russian is still alive.

Even the Ukrainian government-controlled press states that they will NOT honor any ceasefire on energy. What if the EU were supplying Carney in Canada to wage war against the United States with 80,000 drones—who is the enemy? Canada, which launches the drones, or the country providing them? In law, if you hire someone to kill your spouse, you cannot claim innocence on the grounds that you didn’t pull the trigger. The UK has supplied over 80,000 drones to Zelensky, orchestrated by Boris Johnson, who has intervened to ensure Zelensky does not agree to peace.

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Global Oil Shipments Under Pressure as Supertanker Supplies Tighten

A shortage of available supertankers is raising global oil shipping costs and making some long-distance crude trades uneconomical, according to shipbrokers, traders and industry data cited in a Sept. 19 report. The squeeze arrives as fuel markets remain tight and the geopolitical conflict around the Strait of Hormuz continues to disrupt seaborne energy flows.

Moving a cargo from Houston to Asia now adds about $26 a barrel, or $52 million a cargo, the report stated, equal to roughly a quarter of the price of West Texas Intermediate futures. That figure represents a cost that traders say can erase the profit margin on a long-haul voyage.

Oil tanker rates have jumped to record highs as escalating risks to shipping in and out of the Middle East prompt traders and tanker operators to undertake inefficient and more expensive trade routes, according to Tsvetana Paraskova of OilPrice.com [1]. The report stated that the cost increase threatens long-haul flows as fuel markets remain tight.

Freight Rates Reach Record Levels on Key Routes

Very large crude carriers hauling 2 million barrels from the Persian Gulf to China are earning upward of $1.2 million a day, according to industry benchmarks. Earnings on the benchmark Saudi Arabia-to-China supertanker route surged to a record $647,000 per day on Thursday, according to Baltic Exchange data cited by Bloomberg, more than ten times the rate a year ago [2].

Supertanker owners were getting paid $510,000 per day on some Gulf routes in August, according to Middle East Eye [3].

Suezmax earnings average more than $300,000 a day, rates typically associated with war-zone voyages, traders and shipbrokers said [10]. Ship-tracking data from Vortexa show U.S.-Asia flows have fallen in recent weeks as freight costs roughly tripled, the report stated.

Conflict and Fleet Stretching Drive Supertanker Squeeze

Industry executives and shipbrokers said they have never seen supertanker availability so tight, with few vessels available for hire in some locations. The main drivers are the knock-on effects of the U.S.-Iran conflict and a large wager by a South Korean tycoon that had already lifted shipping rates before the war, according to the report [10].

Vessels shuttling through the strait are switching cargoes near Oman, while other tankers sail around Africa to pick up Mediterranean cargoes, stretching the fleet, the report stated. Offshore Oman, 16 tankers clustered together to transfer millions of barrels of oil that had been stranded in the Persian Gulf [5].

Saad Rahim, chief economist at Trafigura Group, said at the Bloomberg Commodity Investor Forum: “It has never been this expensive to move oil around.” The Iran war has turned very large crude carriers into assets earning more than $650,000 a day, with earnings on the benchmark route surging to a record [2].

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Israel’s New – and Terrifying – Security Doctrine

If you read one thing today, make sure it is this:

In a stunning piece published by the head of one of Israel’s most prominent think tanks, Maj. Gen. Tamir Hayman describes the reality of Israel’s new security doctrine:

A few crucial principles he describes:

1. The United States is a “declining power” and, given its ongoing social and political shifts, will soon abandon Israel in any event. This is compelling Israel to move toward greater self-reliance in order to avoid “excessive dependence” on the US since it “exposes Israel to the influence of a progressive American value system that is incompatible with Israel’s Jewish character.”

Then he concludes: “Severing ties with the United States is therefore not only inevitable, but essential to Israel’s independence and the resilience of its Jewish national identity.”

2. Primacy of Jewish Identity over Democracy: The state’s Jewish identity takes precedence over its democratic system of government.

3. Peace as a Means Rather Than an End: “A meaningful peace agreement is unattainable in the Middle East, as peace agreements are merely technical and temporary arrangements requiring constant reassessment. According to this view, peace is not an intrinsic value that generates security, but a means of achieving other policy objectives.”

4. “Rejection of the Independent Existence of Arab States: The underlying premise is that most Arab states are not genuine nation-states, but collections of tribes and ethnic groups lacking a shared history and a foundational national vision. Consequently, undermining their stability is viewed as a natural process, one that Israel can manage more effectively than it can contend with strong nation-states, and one that it should even encourage.”

5. “War as a Foundational State: War is essential to national security and cannot be replaced by a state of peace, which, as noted, is merely a means rather than an end…. War is necessary, and preventive war is preferable because it secures a significant achievement at the outset.”

6. “Absolute Priority for Initiative and Offense over Defense: Preemptive, surprise strikes are viewed as the only way to achieve victory, giving offense precedence over defense.”

And there’s more.

Important to note that Hayman does not advocate for this. Rather, he contends that this already is the new security doctrine of Israel.

He is describing reality as he sees it. And that reality simply is not compatible with a US or Western alliance with Israel – unless the West transforms into a similar entity that treats war as a permanent and desirable state of being.

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UN and The Hague Confront Impunity for War Crimes

On October 9th, the 2026 Nobel Peace Prize Was awarded to Navi Pillay, the South African international lawyer who defended Nelson Mandela and the anti-apartheid political prisoners on Robben Island, and went on to serve as a judge on the UN International Criminal Tribunal for Rwanda and the International Criminal Court (ICC), then as UN High Commissioner for Human Rights. In 2025, Navi Pillay led the UN Commission of Inquiry that confirmed that Israel is committing genocide in Gaza.

With the world in the grip of seemingly intractable war and chaos, the Nobel Committee clearly wanted to honor someone who has worked against the tide of militarism and violence to uphold international law. And yet, on the same day, the United States unveiled unilateral, illegal coercive measures or “sanctions” against the ICC, where Navi Pillay served as a judge from 2003 to 2008.

The UN General Assembly’s 2026 general debate in September also set out to uphold the UN Charter and international law, and to confront the reality that the UN system is failing in its most basic responsibility, to maintain international peace and security.

The foundational rules of the UN Charter are that countries must resolve disputes peacefully and refrain from the threat or use of force. But in the General Assembly debate, even as leaders recognized the urgent need to finally enforce the UN Charter, after decades of impunity for aggression and war crimes, they were reluctant to explicitly address the central role of the United States in undermining the rule of international law.

Many US allies loyally condemned Russia’s violation of the UN Charter against Ukraine. But none of them even tried to square their singular focus on Russia with the inconvenient truth that their own ally, the United States, has systematically violated the UN Charter for decades, against Grenada, Nicaragua, Panama, Yugoslavia, Afghanistan, Iraq, Haiti, Libya, Somalia, Syria, Yemen, Venezuela, Cuba, Iran and other countries.

While US allies remain silent, US officials accept no responsibility or accountability for the violence and chaos they unleash, and instead keep doubling down on their failed imperial ambitions and military approach to international disputes, the very antithesis of what the UN Charter requires.

Many other leaders spoke out, but without explicitly naming the United States. Algeria’s foreign minister, the veteran diplomat Ahmed Attaf, pointedly asked,

“What sort of international order can function properly when principles are selected according to the identity of those who violate them? What confidence can remain in international law when the aggressor is granted the right to self-defense, while the victim is required to justify even the right to survive?”

So it is left to the officials of the countries the United States threatens or attacks to remind the world which country is illegally threatening them, as Cuba’s Foreign Minister Bruno Rodriguez Parrilla and Iran’s President Masoud Pezeshkian did clearly and accurately at the General Assembly.

Many other leaders made strong statements condemning Israel’s war crimes and genocide in Gaza, even as they neglected to condemn the essential US military and diplomatic role in them. King Abdullah of Jordan described Israel’s objective as “to make a viable Palestinian state impossible,” through “a system of subjugation… de facto annexation… forced displacement… (and) war crimes.”

“We have tools,” he reminded his colleagues, “Sanctions, asset freezes, embargoes, diplomatic isolation. And we have a record of using them elsewhere… The question now is: Will we act?”

Another of the UN’s tools is the power of the president of the UN General Assembly to convene Emergency Special Sessions (ESS) that can pass “uniting for peace” resolutions. This allows the General Assembly to act decisively on international problems when the Security Council fails to do so, wielding the kind of tools that King Abdullah outlined.

The General Assembly’s 10th Emergency Special Session on “Illegal Israeli Actions in Occupied East Jerusalem and the Rest of the Occupied Palestinian Territory” began in 1997, and has been reconvened more than twenty times.

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Poland’s President Says Tusk Invented CIA Report To Scare Poles And Cash In Politically

Polish President Karol Nawrocki in an interview with the daily Rzeczpospolita accused Prime Minister Donald Tusk of inventing a CIA report in order to threaten Poland with a Russian attack and garner political capital.

Polish President Karol Nawrocki in an interview with the daily Rzeczpospolita published on Tuesday accused Prime Minister Donald Tusk of using a CIA report that he himself had invented in order to scare Poles with warnings of a Russian attack and cash in politically. His comments have placed Poland in a very difficult situation with its allies, Nawrocki said. “When I’m meeting partners from around the world, I hear the question directly: do you know something more than we do. That is a very dangerous situation,” he added.

Nawrocki said the main aim of such messages is a so-called “rally-around-the-flag effect,” in which citizens who fear an enemy back whoever is in power. He stressed that he has just as much information as Prime Minister Tusk has, and possibly even more. He also underscored that the level of the threat from Russia has not changed in the last six months. “The only thing that has changed is that one politician persistently uses this threat for his own political gain,” said the head of state.

This dispute over Tusk’s CIA report dates back to the beginning of September. After a meeting of the leaders of the Visegrad Group in Bratislava the Prime Minister declared that he had received “a fairly precise report directly from the head of the CIA” on possible events in the next few months. According to the report there could be provocations at border crossings and also attempts at sabotage from within. In response, Marcin Przydacz, head of the president’s international policy office, wrote on X that there was no secret CIA report on any desk. He called it an invented lie meant to get the public worked up, and said none of the news channels that ran it for two days ever checked the facts.

So, this is what is left of the so-called proof. National Security Bureau chief Bartosz Grodecki said that Tomasz Siemoniak, the minister coordinating the special services, was his source for information that he in turn shared with President Nawrocki. Wirtualna Polska concluded that the verbal readout of the conversation with CIA Director John Ratcliffe was all there was, and that no document ever reached the president’s desk. Polish Deputy Foreign Minister Marcin Bosacki stressed that there was no lie and no exaggeration on the part of the prime minister. After the interview, Prime Minister Tusk wrote on X that Nawrocki does not see a growing Russian threat, and thanked him for his honesty.

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What’s a 100,000 Dead Yemenis When War Is Profitable?

Based on his actions and words, Yemeni life matters little to Mark Carney. He supports monarchist/Zionist/US domination of the region.

Late Saturday evening the prime minister posted, “The Houthi attacks on the Kingdom of Saudi Arabia, and in particular the strike on King Khalid International Airport in Riyadh, are abhorrent.

There can be no justification for attacks on civilian infrastructure… Canada condemns these reckless acts of violence in the strongest possible terms.”

Carney was responding to Ansar Allah strikes on Riyadh’s airport that reportedly killed a dozen and injured many more. It’s reasonable to criticize the substantial loss of life. But Carney hasn’t said a word about hundreds of Saudi strikes on Yemen, which have killed far more civilians.

Two days earlier, Antiwar.com’s Dave DeCamp reported, “Saudi airstrikes hit a passenger vehicle in Yemen’s southwestern Taiz province on Thursday, killing at least two civilians and wounding six others, as civilian casualties continue to mount in the US-supported bombing campaign.” The Yemeni Health Ministry reported that a pregnant woman also lost her baby and two girls were injured in the attack.

Two days before, 14-year-old Athir al-Amri was killed by shrapnel when the Saudis hit next to her school bus in eastern Sana’a. Two classmates were also wounded, including one gravely.

According to a Drop Site News article quoting a spokesperson for the health ministry, Al-Amri was the 83rd civilian killed in Ansar Allah-controlled areas since the escalation began in September. The worst incident took place on September 7 when 35 civilians, including a child, were reportedly killed by a Saudi strike on a prison in the northern al-Jawf province.

Over the past six weeks, the Saudi-led coalition has reportedly launched 2,000 airstrikes on its southern neighbor. On October 5 the media reported that 100 Saudi fighter jets carried out over 150 strikes across Yemen while on Sunday Ansar Allah said the kingdom “launched 124 airstrikes in the past 24 hours.”

Montreal-based flight simulator company CAE has trained Saudi pilots in numerous locales. It trained them at a facility in Abu Dhabi and a US base in Pensacola, Florida. Saudi pilots have also trained at NATO’s Flying Training in Canada, which was run by CAE and the Canadian Forces in Alberta and Saskatchewan.

Millions of dollars in Canadian-made rifles and billions of dollars in Canadian built armored vehicles have been shipped to the monarchy as the Saudis killed tens of thousands of Yemenis between 2015-2022. (The United Nations Development Program put the Yemeni death toll at 377,000 due to direct and indirect consequences of the war as well as the Saudi blockade.)

While it has received far less attention in recent years, arms shipments continue to the kingdom. The largest non-US recipient of Canadian arms, $1.3 billion was sold to the Saudis in 2024 and another $400 million in 2025.

On Friday the Globe and Mail published a guide for capitalists looking to profit from the violence headlined “Bet on These Defense ETFs Amid Escalating Yemen War”. The Report on Business article noted, “The conflict in Yemen has spilled across Saudi Arabia’s borders once again. Houthi rebels recently struck two airports inside the Kingdom, including an attack on the airport serving the Saudi capital that witnesses described as triggering an evacuation.

“Riyadh’s air defenses were tested in real time, underscoring a longstanding challenge for defense planners: the drone and missile threat from Yemen remains persistent, increasingly sophisticated and far from resolved.

“For investors, this is a relevant signal. Escalating attacks of this kind tend to accelerate demand for weapons systems like interceptors, precision-guided munitions, radar, and integrated air and missile defense architectures, designed to stop them.

“Naturally, defense majors that already hold direct weapons agreements with Saudi Arabia stand to see order growth, expanded backlogs, and stronger revenue visibility as the Kingdom is likely to replenish and upgrade its defensive stockpile. Against this backdrop, defense-focused exchange-traded funds (ETFs), which provide exposure to multiple prime contractors, offer a diversified way to capitalize on rising demand without betting on a single name.”

Throughout the 2010s Saudi war on Yemen the Canadian Embassy’s website claimed, “the Saudi government plays an important role in promoting regional peace and stability.” It’s been updated. Now the section on bilateral relations starts off noting, “Canada and the Kingdom of Saudi Arabia have enjoyed positive relations for over 50 years, grounded in shared interests in achieving economic growth, diversifying their economies, enhancing regional and international security, and establishing the foundations for global peace.”

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