Diplomatic Decode

Europe can’t rely on US for air-defense missiles, and needs to step up local production of interceptors, European Commissioner for Defence and Space Andrius Kubilius said

The US is spending hundreds of billions to fix a missile/drone supply chain that’s years behind where it needs to be. “Amateurs talk strategy. Professionals talk logistics.”

I keep reading on the internet about how Iran is draining the US missile defense inventory. It is. But don't bet against US industry. Iran is firing missiles faster than it can make them. The US and its allies have been ramping up defense spending since March 2025 with over $300B in missile/drone contracts and more being written every day. Iran's ENTIRE military budget was estimated to be $23.1B in 2025.

Whereas Iran is firing missiles with no means to rebuild, the US and its allies are building them at an order of magnitude greater rate than Iran.

BREAKING: Pakistan’s deputy PM clarifies no direct talks happening between US-Iran. No in-person talks, not even a phone call, only messages being relayed by Pakistan. It’s clear that Donnie spread fake news to manipulate markets! Unsurprising.

Israel says killed IRGC Navy Chief Alireza Tangsiri, man behind Hormuz Strait closure.

France confirms oil crisis, says 30-40% Gulf energy infrastructure destroyed.