In the corridors of US strategic decision-making, Iran is no longer treated as a discrete regional file. Dealing with Tehran has become inseparable from great-power competition itself. Coordination between Iran, Russia, and China has moved beyond situational alignment, coalescing into what western analysts increasingly describe as a form of “structural synergy” that undermines Washington’s ability to isolate its rivals.
This assessment overlaps with conclusions reached by the Carnegie Endowment in its report on America’s Future Threats, which identifies Iran as a “central node” in the Eurasian landmass – one that prevents Russia’s geographical isolation while securing China’s energy needs beyond the reach of US naval control.
Any serious destabilization of the Islamic Republic would not remain confined within its borders. It would translate into a dual strategic blockade targeting both China and Russia: reviving security chaos across Eurasia’s interior while striking at the financial and energy platforms that emerging powers increasingly rely on to loosen unipolar dominance.
Geography as strategic depth
For Moscow, Iran’s importance begins with geography. It offers Russia a vital geopolitical opening beyond its immediate borders. According to studies by the Valdai Club, Iran’s significance lies not in formal alliance politics but in its function as the sole land bridge connecting the Eurasian heartland to the Indian Ocean via the International North–South Transport Corridor (INSTC).
This route provides Russia with insulation from NATO’s maritime pressure in the Baltic and Mediterranean, effectively converting Iranian territory into strategic depth protecting Russia’s southern flank.
This geographic interdependence has produced a shared political interest that goes beyond tactical coordination. The stability of the Iranian state acts as a safeguard against the Caucasus and Central Asia drifting toward the kind of fragmentation that preceded the Ukraine war. Research by the Russian Council for International Affairs (RIAC) frames Iranian geography as a cornerstone of the “Greater Eurasia” concept, central to Moscow’s effort to dilute western hegemony across the continent.
For Beijing, Iran plays a comparable role within a different strategic equation. As US naval pressure tightens across the Pacific, China’s westward extension through Iran has become increasingly difficult to replace. Research by the Council on Foreign Relations (CFR) identifies Iran as one of the most critical geographic nodes in the Belt and Road Initiative (BRI), providing Beijing with a land-based corridor into West Asia that bypasses US-controlled maritime choke points – from the Taiwan Strait to the Mediterranean approaches.
Iran’s intermediate position between the Eurasian interior and open seas has therefore imposed a durable entanglement between Tehran, Moscow, and Beijing. In this configuration, political alignment is driven less by ideology than by physiogeographic necessity.
Any attempt to destabilize the Iranian plateau would likely trigger a cascading shock across Eurasia’s interior, escalating a regional confrontation into a systemic blockade aimed at arresting the rise of rival power centers.
Buffer state and security firewall
Beyond logistics, Iran functions as a stabilizing buffer within East Eurasia’s security architecture. One research report by RAND on “Extending Russia” speaks of adversary exhaustion strategies that emphasize the use of peripheral instability to drain rival powers. From this perspective, Iran represents a critical firewall.
Instability inside Iran would mechanically undermine security coordination across Russia’s southern periphery, particularly in the Caucasus and Central Asia. RIAC assessments warn that such a breakdown would open pathways for extremist networks, transcontinental smuggling, and militant spillover – threats Moscow has repeatedly classified as existential.
For China, the concern lies in contagion. Iran’s stability limits the transmission of unrest through Central Asia’s mountain corridors, where Tehran functions as an integral security partner within the Shanghai Cooperation Organization (SCO). This role provides Beijing with a degree of security insulation, allowing it to pursue global ambitions without being drawn into attritional border conflicts.
Energy and financial sovereignty
Economically, Iran’s role extends beyond conventional trade logic. Its partnerships with Russia and China increasingly form part of an alternative financial and energy architecture designed to blunt western leverage.
From Beijing’s perspective, Iranian oil has become a form of strategic insulation. Data indicates that China purchases roughly 1.3 million barrels per day (bpd) of Iranian crude – around 13.4 percent of its seaborne oil imports – with close to 80 percent of Iran’s exports flowing eastward. Increasing settlement through non-dollar mechanisms, including the digital yuan, has further reduced vulnerability to US pressure, particularly at choke points such as the Strait of Malacca.
Reports from the Electricity Hub confirm that China imported more than 57 million tons of Iranian – or suspected Iranian – oil in 2025, often routed via intermediaries such as Malaysia. The figures underscore the diminishing effectiveness of sanctions when confronted with geoeconomic necessity.
Russia’s calculus follows a different path to the same outcome. Cooperation with Iran has emerged as one of Moscow’s most important routes around SWIFT-based isolation. Government of the Russian Federation data shows bilateral trade rising by 35 percent following the Eurasian Economic Union free trade agreement implemented in May 2025.
A central shift has been monetary. In January 2025, the Central Bank of Iran announced full connectivity between Russia’s MIR and Iran’s Shetab payment systems, creating a protected financial corridor. According to Iranian officials, Iran and Russia aim to expand bilateral trade to $10 billion over the next decade, while Iran’s exports to Russia are expected to rise to about $1.4 billion by the end of the current Iranian calendar year (March 20, 2026).
Tehran has increasingly functioned as a re-export hub for Russian technologies and goods, frustrating efforts to economically isolate Moscow.
Washington’s strategy of separation
Against this backdrop, US strategy has evolved. Rather than relying solely on pressure or open confrontation, Washington has gravitated toward what western policy circles describe as a “strategy of separation.” This is an attempt to loosen the interdependence binding Tehran, Moscow, and Beijing by offering alternative pathways rather than confronting the bloc directly.
On the Chinese front, energy has emerged as the primary point of leverage. As the world’s largest oil importer, Beijing remains sensitive to supply stability and pricing. US moves in Latin America – particularly regarding Venezuela – are widely interpreted as efforts to reintegrate large oil reserves into global markets under western regulatory frameworks, potentially diluting Iran’s role in China’s energy security calculus.
In parallel, Washington has expanded its naval and coalition presence across key trade corridors stretching from the Indian Ocean to the western Pacific. This posture is framed not only as deterrence but as a persistent reminder that maritime supply security remains tied to US-led power balances.
On the Russian front, Ukraine occupies a central role. While sustained military and economic pressure aims to drain Moscow’s capacity, intermittent diplomatic signals suggest interest in compartmentalized understandings over European security. The underlying wager is that Russia’s core interests might be partially accommodated in Europe, reducing the long-term value of its partnership with Iran.
US engagement has also intensified across Central Asia and the Caucasus – regions that constitute strategic depth for Russia and critical corridors for China’s BRI. From Moscow and Beijing’s view, expanded security and investment ties in these areas represent an effort to geographically encircle Iran and weaken its role as Eurasia’s connective knot.
Why the bet fails
Despite the breadth of these efforts, the strategy of separation runs up against entrenched distrust in both Moscow and Beijing. For the two powers, the issue is not the scale of incentives on offer but the structure of the international system itself – and the accumulated experience of sanctions, coercion, and volatile western commitments.
From Russia’s vantage point, any trade-off between Iran and Ukraine constitutes a strategic trap. Iran anchors Russia’s southern access to the Indian Ocean; its collapse would expose the Caucasus–Central Asia arc to chronic instability. Gains in Eastern Europe would offer little compensation for a structurally weakened southern flank.
China’s reasoning is similarly grounded. Alternative energy suppliers remain embedded within supply chains that Washington can influence or disrupt. Iranian oil, by contrast, offers a higher degree of geographic and political autonomy. Its value lies less in price than in resilience.
The last barrier
At its core, the contest over Iran pits two logics against one another. One assumes geopolitical networks can be dismantled through incentives and selective realignment. The other recognizes that geography, accumulated experience, and the erosion of trust render such guarantees fragile in a world moving steadily toward multipolarity.
Iran’s collapse or prolonged internal destabilization would not merely reorder energy markets or regional alignments. It would reopen West Asia as a zone of near-exclusive US influence, completing a strategic arc across Western Eurasia. For more than a century, the region has served as a central theater of global power competition – from imperial rivalries to the Cold War and into the present transition toward multipolarity.
Therefore, Iran becomes more than a pivotal state. Much as Venezuela once represented the outer limit of resistance to US power in the Western Hemisphere, Iran now stands as the final geopolitical barrier to the consolidation of American hegemony across the heart of Eurasia.
Its cohesion serves not only its own national interest but also the broader objective shared by Moscow and Beijing: constraining unilateral dominance and preserving strategic autonomy in their immediate neighborhoods.
China sharply increased its purchases of Russian liquefied natural gas (LNG) in 2025 and reached a record monthly volume in December, according to Chinese customs data cited by RIA Novosti.
In 2025, the Asian nation imported 9.8 million tons of the super-chilled fuel, up 18.3% from the previous year, the outlet reported.
December saw particularly strong growth, with imports rising to 1.9 million tons, a 114.6% increase from the 889,482 tons delivered in the final month of 2024.
Data also showed that in October, Russia became China’s second biggest LNG supplier, overtaking Australia and coming in slightly behind Qatar. Russia’s total gas supplies to China – via pipeline and in liquefied form – reached 5.8 billion cubic meters (bcm) in November 2025, a 33% increase from the same month a year earlier.
Imports of Russian LNG by China, one of the world’s largest gas consumers, have been rising steadily for several years. Alongside pipeline flows, Russia has expanded seaborne shipments from projects in the Arctic and the Far East, including Yamal LNG, Arctic LNG 2, and Sakhalin-2. Cargoes are transported largely via the Northern Sea Route during the summer navigation season and via longer southern routes in winter.
Moscow has sought to expand LNG exports via the Arctic corridor due to Western sanctions targeting key parts of its energy sector.
The surge in gas deliveries reflects a broader shift of Russia’s energy exports toward Asia following the sharp reduction of pipeline supplies to the EU since the escalation of the Ukraine conflict in 2022.
Russia also delivers natural gas to China via the Power of Siberia pipeline, which began operations in 2019 and reached full operational capacity in December 2024.
Moscow and Beijing are also advancing the planned Power of Siberia 2 pipeline through Mongolia. President Vladimir Putin has said that, together with existing and future pipelines, Russian gas deliveries to China could exceed 100 bcm a year.
French commandos have boarded and seized a sanctioned tanker “coming from Russia,” President Emmanuel Macron announced on Thursday. The ship, Macron claimed, is part of Russia’s supposed ‘shadow fleet’.
The ship was intercepted by the French Navy in the Mediterranean, Macron said, adding that the vessel was “subject to international sanctions and suspected of flying a false flag.” The tanker has since been diverted to port, he added, where a judicial investigation will take place.
The ship, named ‘Grinch’, was sailing from the Russian port of Murmansk. According to publicly available maritime tracking data, ‘Grinch’ is a 250-meter crude oil tanker flying under the flag of Comoros.
The seizure was carried out by French naval forces with assistance from the UK, the French military said in a statement. According to an AP report, Britain provided intelligence support for the operation.
“We will not tolerate any violation,” Macron wrote in a post on X. “The activities of the ‘shadow fleet’ contribute to financing the war of aggression against Ukraine.”
There is no Russian-operated ‘shadow fleet’. Instead, the term refers to any vessel that transports Russian oil outside the coverage of London-based insurance brokers. While their cargo may be sanctioned, Western powers have no legal basis to enforce these sanctions on the high seas, under the United Nations Convention on the Law of the Sea.
According to Macron, the operation took place on the “high seas” in the Mediterranean, but was carried out in “strict compliance” with the convention.
The seizure took place a week after British Foreign Secretary Yvette Cooper promised to take “a much more assertive and robust approach” against “the Russian shadow fleet.” In October last year, Macron said that France and other EU countries would adopt a “policy of obstruction” against these vessels.
”Russian oil must be stopped, confiscated, and sold for Europe’s benefit,” Ukrainian leader Vladimir Zelensky said at the World Economic Forum’s annual meeting in Davos on Thursday. “Why not? If Putin has no money, there is no war,” he added.
In the second half of January 2026, the largest cities of Ukraine — Kiev, Odessa, Dnipro, Kharkiv — and others are experiencing complete electricity blackouts. In some, there has been no electricity, heating or running water for more than one week. (Cities in Ukraine are all heated by modern, central heating systems, dating from the years of Soviet Ukraine and the Soviet Union). With cold weather (minus 20 degrees Celsius) having persisted for almost two weeks over the entire country, heating pipes and sewage drainage pipes have burst, even in the Ministry of Energy building in Kiev.
Between 100,000 and 150,000 Kiev residents whose pipes have burst will be left without heat this winter, reports Oleg Popenko, chairman of the Ukrainian Union of Utility Consumers, as reported on Telegram on January 16 by the Strana.ua online news service.
Kiev residents are warming themselves in their apartments with candles, gas cylinders, and gasoline stoves. In Kiev, Kharkiv, and Odessa, supermarkets where people could buy food are closing. Where stores are still open, food prices are skyrocketing. People are blocking roads, demanding electricity for at least a few hours a day. However, the situation overall appears to be nothing less than a collapse of the electricity system in the affected cities and regions.
One of the reasons for the collapses, as detailed in previous reports to Al Mayadeen English by this writer, is the large-scale theft that has taken place for years of Western aid funds otherwise intended to maintain energy sources. These were intended to help construct protective structures around energy producing and transmission facilities. Late last year, anti-corruption agencies in Ukraine began to report such large-scale schemes from which many in the entourage of Ukrainian President Volodymyr Zelensky have profited handsomely. Many of the accused have since managed to flee to Israel.
Legislator Alexei Goncharenko, a pro-Western, ultra-nationalist loyal to former President Petro Poroshenko (2014-2019), has spoken out in Ukraine’s legislature about the energy crisis, as reported on Telegram by Politnavigator on January 16. “Nothing good is happening here, not with the war, not with energy supply, and not for peace. Ok, we are not talking about peace for now, but what about negotiations? There is complete silence from the government. Meanwhile, Miami basks at 23 degrees (Celsius) and Tel Aviv sits at 17 degrees (Celsius). Many of Zelensky’s friends now reside there, while here in Ukraine, ordinary citizens are struggling to survive in minus double-digit temperatures.”
Many Ukrainian analysts cite another reason for the societal disaster now taking place in the country, and that is the so-called energy infrastructure war which Zelensky has been waging against Russia since 2025, as part of what his administration calls “asymmetric actions”. But Ukraine under Zelensky is a much weaker state than Russia and cannot wage such a war on equal terms. It is Kiev’s Western allies that have advised Ukraine to undertake such a war, in the name of reducing Russia’s profits from oil sales. According to their fantastic claims, attacks against Russia’s fossil fuel production and revenues would cause both to decline, leaving insufficient funding for Russia to respond to the aggression by Ukraine and its Western imperialist backers.
Kiev has carried out several strikes against Russian oil tankers in the Black Sea and against Russia’s oil refineries. It was following such repeated attacks, and not before, that Russia commenced systematic retaliatory strikes, crippling Ukraine’s energy infrastructure. Indirectly, ordinary Ukrainians became hostages in a war being waged by Western corporations to redistribute the sales and flows of oil and natural gas in world markets by reducing Russian capacities. Another side of this war is now on full display before the world in the form of U.S. aggression against Venezuela, including the kidnapping of the country’s president on January 3 and pirate-like seizures of oil tankers transporting Venezuelan oil.
Zelensky was warned in 2025 about the dire consequences of waging an infrastructure war with Russia. But the decision was made in the autumn of 2025 to barrel ahead. Zelensky’s presidential office apparently remains confident that it can withstand the pressure of harsh, public reaction to its actions and calmly continue its strategy of protracted war without concessions.
Analysts, however, warn of new problems as the critical situation in energy supply not only leads to blackouts but also hits the country’s economy and provokes new crises, comments the Ukrainian opposition Telegram channel ‘Resident’ carried on January 15. It wrote, “Analysts warn of new problems as the critical situation in the energy industry leads not only to blackouts but also hits the country’s economy and provokes new crises. It is simply impossible to now restore the energy production and distribution network because this will require major repairs for which there are neither financial resources nor time. A new energy strategy is needed, but for now the government is simply reassuring Ukrainians and advising them to ‘keep calm’”.
What Ukrainians want
Western politicians, especially in the European Union and the United Kingdom, following Zelensky’s lead, are fond of speaking on behalf of Ukrainians. They purport to know what conditions that Ukrainians will or will not accept in order to achieve an end to the war. But how can they know? There are no referendums nor elections in Ukraine in wartime conditions, and polling is simply unreliable. Ukrainian citizens live under an authoritarian, wartime regime and do not feel safe in expressing opinions. This has been true since at least the escalation of threats and provocations against Russia which escalated in late 2021.
The constant retreats by Ukraine’s army along the military front lines under the relentless steamroller of the Russian army, the terror of Ukraine’s forced, military conscription, and living in unheated homes without electricity are causing widespread depression among the people of the country. There is also great resentment directed against Zelensky and his administration, blaming them for forcing the population to endure the unendurable.
Even the Western media is being obliged to acknowledge this. Against the backdrop of attacks against Ukraine’s energy infrastructure, many Ukrainians believe the largely Russian-speaking and -loyal region of Donbas should be ceded to the Russian Federation in order to end the war and the bombings, writes the New York Times on January 15. The newspaper cites Kiev lawyer Vladimir Dorodko saying “many in Ukraine are tired”. According to him, “the difficulties are causing some Ukrainians to argue that the war should be ended even at the cost of great sacrifices such as territorial concessions.”
Former Ukrainian Foreign Minister Dmytro Kuleba (2020-2024) believes that Ukrainians are willing to accept territorial concessions in order to end the war. “What everyone sees in the ratings and opinion polls is one thing. But what people say on the streets and in their kitchens is quite another”, reports Strana on January 12.
Legislator Anna Skorokhod has voiced her own indignation over the deteriorating situation in the country, Poliltnavigator reports on January 16. “People have so much hatred for everything that is happening. Every day begins with negativity. People are so angry and so tired. I heard yesterday from a stranger saying ‘I don’t care what flag I live under, as long as my family can live in peace’”, she acknowledges. Skorokhod was elected to the Rada (legislature) in April 2019 as part of Zelensky’s party/machine. She was expelled from the party six months later for voting against bills to liberalise Ukraine’s land market and break up the Naftogaz monopoly of the natural gas industry.
Either Zelensky or millions of Ukrainians
As Strana.uawrote on January 16, Zelensky says he is entirely unwilling to make concessions in any peace talks with Russia. This was confirmed in a recent statement by Donald Trump, Strana reported, with Trump going so far as to rhetorically accuse Zelensky of impeding a peace process. All signals from the Office of the President, Strana continued, indicate it intends to continue fighting, believing that its military front will not collapse, that the energy industry and the population will somehow hold out until the end of winter, and that a collapse by Russia is ‘just around the corner’ due to the weight of Western sanctions, Ukrainian strikes on oil facilities, and other problems.
Former advisor to Zelesnky’s office, Alexei Arestovich (Dec 2020-Jan 2023), says that only a rapid change in Ukraine’s foreign policy can save the country from outright defeat. According to him, Zelensky is unable to change course because he is hostage to the established policy. “It is safe to say that the continuation of the anti-Russia foreign policy project and the domestic policy of monocultural ethno-nationalism will leave Ukraine in ruins and lead not only to military defeat but also to historic defeat. In the short term, five to seven years, I think the Ukraine state [ethno-nationalist as it became following the demise of Soviet Ukraine in 1991] will be finished”, Arestovich predicts.
Vasily Volga, a former businessman and legislature member, more recently leader (in exile) of the Union of Left Forces, believes that Ukraine’s worsening crisis is caused by the fact that Zelensky is personally trying to survive at any cost and therefore clings to power and a continuation of the war course. “I believe that Zelensky will cling to power with his teeth, to the last. When his teeth are pulled out, he will then use his claws, whatever it takes. He will not leave until the very end. Resignation is becoming less and less likely for Zelensky with each passing day”, says Volga, who is convinced that Zelensky is destined to suffer grave personal consequences at the hands of those still fighting for his government.
On January 14, Alexander Dubinsky, a legislator from Zelensky’s party from 2019 to 2021 and imprisoned since November 2023 under accusations of ‘treason’, has also written that for Zelensky, continuing the war is a guarantee of his personal safety. “He will do everything to disrupt any negotiations. It seems obvious that if this should require striking Russian nuclear facilities, he would do so. From the first days of his presidency, Zelensky surrounded himself with incompetent but very greedy friends who began frantically to plunder the country. There is a huge amount of compromising information on him in the hands of all Western intelligence services.”
All this, however, does not mean that Western imperialists will not try to place a new warmonger in Zelensky’s place. The problem with the current war is not only how quickly the Russian army seems poised to capture the city of Zaporizhia (fifth largest city in Ukraine). It is that the main issue for Russia is not the capture of territory but the creation of the common security system, which was disrupted by the West following the demise of the USSR in 1990-91.
The current war in Ukraine has now lasted longer than the war by Nazi Germany against Soviet Ukraine from June 1941 to October 1944 (1,418 days). The Russian authorities have repeatedly emphasized that what they consider to be the root causes of the current conflict must be settled in any peace agreement. For them, a major root cause is the threat of further NATO expansion to include Ukraine.
As if to mock Russian concerns, the risible ‘peace plans’ of Kiev’s supporters in the European Union constantly refer to ‘security guarantees’ for Ukraine in the form of the introduction of French or British troops onto Ukrainian soil. This, they say, must be part of a peace agreement. This stance is a continued reminder of the EU’s unwillingness to end the war, and a reminder of its crazed goal of establishing British military bases, at any cost, on our Ukrainian soil.
The latest Substack from Sy Hersh is a doozy because it is rife with false claims and propaganda. I have known Sy for 45 years and consider him a dear friend. His latest article is an abomination and, in my opinion, represents a stain on his legacy. I feel like I’m watching a basketball legend who is still trying to play the game, but he can no longer run or shoot the basketball. To continue the basketball metaphor, this latest article from Sy is an air ball shot from the free throw line… It does not even hit the rim.
The article is titled, PUTIN’S LONG WAR, and it is an unwitting indictment of the US intelligence community’s analytical competence. The opening paragraph sets the tone for the piece:
Despair and anger are growing in some parts of the US intelligence community about Vladimir Putin’s refusal to consider ending the war with Ukraine. The Russian president is facing devastating economic problems at home and is ignoring his restless senior military command—in pursuit of what?
Despair and anger? What the hell!!! Why despair? Is this an admission that the CIA’s plans to defeat Russia are in ruins? Is the CIA, or some other component of the intelligence community, agonizingly frustrated because Vladimir Putin won’t perform as a dancing organ grinder’s monkey? Ditto for the anger bit.
But it is the last sentence that is a stunner because the official (or officials) talking to Trump apparently genuinely believe that Russia faces devastating economic problems and that Putin — who has made at least three visits to the front lines in the last two months — is ignoring the Russian General Staff. Nonsense!
Here is the next whopper of a lie in this article:
Businesses are reeling and shops are closing—in part due to international sanctions—in Moscow and throughout Russia.
More Male Bovine Excrement… I’ve been to Moscow twice in the last four months and saw nothing of the sort. Businesses were thriving, not closing up shop. The latest Levada poll (independent, non governmental) just recently released reports Putin’s current approval ratings at a whopping 85%!!! If the economy was collapsing there is no way that he could be so popular!
Sy’s next paragraph reveals the lack of critical thinking on the part of his source:
One experienced US official, who has been involved in Russian issues for decades, remains both mystified and frustrated by Putin’s refusal last fall to accept an American offer, approved by President Donald Trump but bitterly resented by Ukraine. . . “As of January,” he told me, “Russia’s war with Ukraine will have lasted longer than their war with Germany. In 1945, they were in Berlin. In 2026 they won’t even control Donetsk,” an eastern Ukrainian province with a large Russian-speaking population that shares a border with Russia.
Yeah, Russia’s military really sucks. They are fighting a NATO-proxy army that has the full backing of NATO, which includes advanced weaponry and sophisticated intelligence, and are advancing all along the line of contact… Just not as fast as this clown in Washington, who is gibbering away to Sy, believes that Russia should move. So if Russia’s slow pace is an indictment of its military competence, what does that say about the US military, which spent 21 years fighting in Afghanistan against lightly-armed insurgents — who had no foreign backing — and fled the country in August 2021, leaving behind $7.1–7.2 billion worth of US-funded military equipment. Trump officials who live in big glass houses should not be throwing rocks at a brick house.
Next, Sy regurgitates a demonstrably false claim provided by his source:
“Putin knows the ghost in the Kremlin closet,” he said, “is revolution.” The official quoted General Valery Gerasimov, the Russian chief of staff: “I no longer have an army. My tanks and armored vehicles are junk, my artillery barrels worn out. My supplies intermittent. My sergeants and mid-grade officers dead, and my rank and file ex-convicts.”
This official is lying. Let’s examine recent public comments from Gerasimov (and they are on video) about the condition of the army that he leads:
In late December briefings (e.g., December 29 meeting with Putin and commanders), Gerasimov reported that Russian forces had liberated 334 settlements and over 6,400 square kilometers throughout 2025 overall, framing the army as steadily pushing deeper into Ukrainian defenses with consistent momentum.
On December 31, 2025, during an inspection of the Sever (North) Grouping of Forces command post, Gerasimov stated that Russian troops were “confidently advancing deep into enemy defenses” and that December 2025 saw the highest rates of offensive operations by the Russian army. He highlighted the liberation of over 700 square kilometers of territory in a month, the expansion of a “security zone” near the Russian border (in Sumy and Kharkiv regions), and the occupation of seven settlements. He described these as record paces and tied them to fulfilling objectives set by President Putin for border security in Belgorod and Kursk regions.
On January 15, 2026, while inspecting the Tsentr (Center) Grouping of Forces in the Donetsk direction, Gerasimov praised the group’s advances in liberating parts of the Donetsk People’s Republic (DPR). He claimed Russian forces were advancing “in virtually all directions” on the front, that Ukrainian attempts to halt them were unsuccessful, and that over 300 square kilometers had been seized in the first two weeks of January alone. He also reiterated ongoing successes in areas like Kupyansk (claiming final stages of control) and emphasized high operational tempo.
I can understand why this unnamed offical would lie, but I don’t understand why Sy is so gullible. He is allowing himself to be used as a propaganda mouthpiece. The next paragraph belongs in an episode of the Twilight Zone:
“The West reached the same stalemate conclusions and seeks to undermine Putin’s internal resolve. Not by military attack but with economic sanctions which affect the elites as well as the population as a whole. It is working—the standard of living is dropping rapidly as taxes, isolation, and casualties grow. Disillusionment and resentment are increasing. Last weekend Russia shut down all cell phone use and mobile internet service nationwide.”
Let’s start with the big lie… i.e., Last weekend Russia shut down all cell phone use and mobile internet service nationwide.” I exchanged messages with a number of people in Russia — three of them Americans — over the weekend. They all had functioning cell phones and mobile internet service. I asked one of my friends (he is a retired US Army officer who attended West Point, and now is a permanent resident of Russia) about life in Moscow. Here is what he told me via a cell phone text message that is supposedly not working:
There have been some internet access problems. Whatsapp is becoming less usable, but most people switch to Telegram or something else. The internal messenger service, Max, still has some glitches, especially for people with older iPhones like my wife and me. I read someplace that it will only work in iPhone 15 or newer models. If that’s so, it’s definitely a screwup or glitch. However, most people have Chinese made Android smart phones, and our kids’ Androids were easily able to upload Max on them.
I just bought two boxes of eggs on Tuesday afternoon. My wife asked me to get a particular brand found at one of the nearby supermarket chains, two of which are within very close walking range (2 blocks!).
Eggs are sold here mostly by the metric dozen: 10 eggs.
At the time I bought them, the exchange rate was 77.78 rubles = $1.00 USD.
One metric dozen cost me 54.99 rubles! That’s 10 eggs for 71 cents ($0.71)! That’s 7.1 cents per egg, and is the equivalent of $0.85 for 12 eggs!
This is one of the most basic high quality and high protein staples, non-GMO!
Studies have shown that most salaries have actually gone up! Of course, it also all depends on what business or line of work people are in. Sure, inflation is still present, and taxes have gone up somewhat. But isn’t that happening all over the world? I dare say that these economic effects are a lot better than in many other countries in the West.
Electricity, home internet and mobile phone bills are so cheap compared to when we lived in the US that it is laughable!
Medical bills are zilch! as one can pay if one wants to. But my wife and I have both had major (cutting open) and minor surgical procedures, all absolutely free! Kids, too, of course. We had to pay for my son’s braces, but that was also a pittance compared to what they charge in the States.
As an official retiree/pensioner, I can have orthopedic dental work now done for free! I need another implant, as I had to have a tooth extracted several months ago. They told me that after 6 months, that they can give me a new implant there.
If I order a Swiss implant, it would cost me 55 000 rubles ($708 USD). What the heck do I care? I’ll have a Russian made implant for free. Heck, I turn 74 next month. Who needs a fancy Swiss implant?
I also have free public transportation now. And because our daughter is handicapped, she and my wife also have free public transportation. (Not long distance trains, but for almost anywhere within both Moscow and the Moscow oblast.)
Let me remind you, this is the testimony of a retired US Special Forces officer. If this official who is talking to Sy Hersh is also briefing Donald Trump then we cannot blame Trump for failing to understand the actual situation on the ground in Ukraine… He is being fed monstrous lies.
One final point about the alleged economic distress in Russia. The official told Sy:
“The army is losing respect, national oil and gas income is down 22 percent and with no ability to borrow from abroad to finance the war with Ukraine.
While it is true that oil and gas revenues are down, the official apparently forgot to mention that the oil and gas sector (including production, not just budget taxes) was 9.67% of GDP in 2021, according to the World Bank. Statista/Rosstat data show the oil and gas industry’s share in GDP hovering around 10–15% in recent quarters (through mid-2024; 2025 figures not fully updated but consistent with downward pressure).
With respect to finances, Russia’s deficit widened to 2.6% of GDP in 2025 (highest since 2020), partly due to this revenue shortfall. But that is half of the financial challenges confronting the US… For Fiscal Year 2025 (ended September 30, 2025): The deficit was 5.9% of GDP, according to the Congressional Budget Office (CBO) final Monthly Budget Review and Treasury data. This reflects a total deficit of $1.8 trillion (down slightly from $1.84 trillion or 6.3% in FY 2024).
When we look at the comparative debt-to-GDP ratios for Russia and the United States, we get a clearer picture of which country is facing financial disaster. Russia has a debt-to GDP ratio of 16–20% while the United States‘ ratio is a gargantuan 118–125% (gross federal debt), which is more than 6 times Russia’s level. The US ratio is among the highest for advanced economies, driven by persistent large deficits (5.9% of GDP in FY 2025), pandemic-era spending, and structural issues like entitlement growth. Russia’s debt burden is far lighter relative to its economy, giving it more fiscal flexibility despite sanctions and defense spending. By contrast, the US faces greater long-term challenges from interest costs and entitlement pressures.
I do not know if Sy’s source genuinely believes the pack of lies he fed to Sy, or if he is engaged in some sort of misinformation operation designed to keep the American public in the dark. Either way, Sy got played.
Here are my latest podcasts. The first is an abbreviated conversation with Danny Davis. The second is my session, recorded last Friday, with Pascual Lottaz of Neutrality Studies. The last video comes courtesy of Marcello, who is temporarily in Brazil:
Russia has benefited from a surge in gold prices since the escalation of the Ukraine conflict, earning windfall gains comparable to the value of the country’s sovereign reserves frozen in the West, Bloomberg reported on Tuesday.
The Bank of Russia’s gold holdings have gained over $216 billion since February 2022, calculations show.
Western countries froze about $300 billion in Russian central bank assets as part of Ukraine-related sanctions. The majority of the funds are held at Belgium-based depository Euroclear. The EU has been debating using the funds as collateral for a so-called ‘reparations loan’ for Kiev, and in December extended the freeze with a long-term measure that would keep the assets blocked indefinitely.
The rise in the value of Russia’s gold holdings restores much of the country’s lost financial capacity, even if blocked reserves remain inaccessible, the outlet said. Unlike securities and cash frozen in Europe, the metal can still be sold or used as collateral if needed.
The value of Russia’s gold reserves more than doubled from February 2022 through end-2025, while holdings of foreign currencies and assets fell by about 14%, central bank data show. Gold now comprises 43% of total reserves, up from 21% prior to the Ukraine conflict.
Total international reserves stood at $754.8 billion as of January 1, data showed, with monetary gold accounting for $326.5 billion. The bank’s gold holdings were valued at $141 billion on February 1, 2022.
Gold prices have surged over the past four years, jumping by 60% in 2025 alone, driven by robust demand from central banks, persistent inflation concerns, and heightened geopolitical tensions.
Precious metal futures surged to a record high on Tuesday, surpassing $4,720 per ounce and marking a 2.71% gain, exchange data showed. Analysts linked the rally to increased geopolitical risks, including US President Donald Trump’s renewed tariff threats against European countries opposed to his Greenland takeover plan.
The Russian Finance Ministry expects gold prices to continue to climb towards $5,000 per ounce and beyond.
Deputy Finance Minister Aleksey Moiseev said in December that the current rally stems from eroding confidence in global reserve currencies, adding that attempts to expropriate Russian assets are further bolstering demand.
Although START-3, the last strategic arms control treaty between the United States and Russia, expires on February 5, the two countries will most likely continue to informally respect it, unless Washington violates it. Washington likely wants the treaty to expire so a new agreement can be signed that will not limit the development of new weapons.
US President Donald Trump considers all agreements made before he took office outdated and does not want to accept restrictions from a bygone era. Russia has prepared for that, since the proposal to extend the agreement was made more than a year ago and received no response from the American side.
The US and Russia together possess almost 90% of the world’s nuclear weapons, but Russia remains the largest nuclear power. The first START treaty was signed on July 31, 1991, at a summit in Moscow between then-Soviet President Mikhail Gorbachev and US President George W. Bush, and entered into force on December 5, 1994. This was the first document of its kind between the Soviet Union and the US, aimed at ensuring parity between the two sides, with the nuclear potential of both countries to be reduced by 30%. The treaty remained in force for a full 15 years, when START-3 was signed, the last strategic arms control treaty concluded between Russia and the US after the end of the Cold War.
With the Prague disarmament agreement, signed in 2010 by heads of state Barack Obama and Dmitry Medvedev, Washington and Moscow committed to having no more than 700 deployed warheads and no more than 1,550 nuclear warheads. The contract expired in February 2021, but the Joe Biden administration decided to extend the agreement for five years, without any amendments or changes.
Washington does not want this arms control agreement because Russia is now a step ahead in the development of modern weapons systems. Russia has manufactured weapons incomparable to anything else in the world, such as the Oreshnik and Poseidon systems, as well as nuclear-powered missiles, while the Americans believe that the restrictions under this agreement hinder their development in this direction and therefore do not want to limit themselves.
Mikhail Ulyanov, Russia’s permanent representative to international organizations in Vienna, said that the US is likely not prepared to accept the Russian proposal to voluntarily extend the key provisions of the Strategic Arms Reduction Treaty (START) for another year.
It is recalled that on January 8, the US president said regarding START, “If it expires, it expires,” adding, “We’ll just do a better agreement.”
All these agreements were concluded in different eras and under different conditions, and the Americans could, conditionally speaking, once impose many things on Russia. Now they cannot, because Russia has an advantage across a wide range of areas today, such as modernizing 95% of its nuclear forces, something the Americans have not done yet. Russia also has hypersonic missiles that have already been tested on the battlefield, which the Americans do not.
Trump stated in 2020 during his previous presidential term that the US possesses a “super-duper missile” about seventeen times faster than turbine-powered cruise missiles like the Tomahawk and unlike any other in the world, but such a missile has not been shown to the public to this day. Then the Trump administration claimed that Russia developed hypersonic weapons, allegedly stealing some technologies from the US.
Based on all this, the Trump administration considers the circumstances and refuses to enter into any agreements or treaties that limit US capabilities.
In reaching any new nuclear arms agreement, beyond Russia and the US, several other players would need to be involved, with the US president primarily considering China. From Washington’s perspective, Russia should persuade China to join the deal. However, China refuses to do so because its nuclear arsenal is much smaller than Russia’s and the US’s. Additionally, Trump might have also considered India.
However, if Moscow and Washington, for example, say that such an attitude is acceptable regarding China, there is the question of how they will handle England and France, which also possess nuclear weapons. It is clear, therefore, that American think tanks are working to develop different options for establishing a new world order, but it will mainly be ‘peace through force’ under United States dominance.
There is a possibility that Russia will announce it will continue to respect the limits of the agreement, as long as Washington does not violate them. What the Americans, for their part, will say is unknown, but there have been Trump’s statements about the necessity of resuming nuclear tests, which are banned. Moscow responded that they are against resuming, but if the US conducts nuclear tests, the Russians will immediately carry out their own in response.
In that case, a nuclear arms race could occur, which would lead to increased strategic risks and potentially threaten global security. Therefore, Moscow believes that responsible and restrained behavior by nuclear states is more important than ever and is firmly committed to the principle that there can be no winners in a nuclear war and that it must never be started.
Ahmed Adel is a Cairo-based geopolitics and political economy researcher.
The EU fears its long-term dependence on American liquefied natural gas (LNG) imports. Promised “molecules of freedom” by Washington, Europe now finds itself in a prison largely of its own design.
The EU has embraced a “potentially high-risk new geopolitical dependency” on American LNG, a new report by the Ohio-based Institute for Energy Economics and Financial Analysis (IEEFA) warned last week.
With the US set to supply up to 80% of the bloc’s LNG imports by 2030, a European diplomat told Politico that some officials in Brussels now see themselves completely at the mercy of the US, which could shut off the supply if, for example, the Europeans opposed an American annexation of Greenland.
How did we get here?
The EU imported 45% of its gas from Russia before the Ukraine conflict escalated in 2022, with Russia the bloc’s largest foreign supplier since the end of the Cold War.
However, a revolution began in the US in 1998 that would end in the EU severing its decades-long energy links with Russia. Mitchell Energy, a Texas-based company, carried out the first successful natural gas extraction via slick-water fracturing. This milestone kicked off the US’ fracking boom, which turned the country into a net energy exporter.
US shale gas output soared from negligible volumes around the turn of the millennium to roughly 30 trillion cubic feet a year by the mid-2020s. Washington began to look abroad for new markets.
‘Molecules of freedom’ and the politics of coercion
The Bush, Obama, Trump, and Biden administrations have all lobbied Europe to switch from Russian gas to American LNG, with Donald Trump’s Department of Energy describing the American product as “molecules of freedom” in 2019. For two decades the Europeans were unreceptive: Russian gas, piped directly through Ukraine or via the Nord Stream 1 lines, was 30-50% cheaper than US LNG, which had to be converted to liquid, stored on container ships, and then regasified in special port facilities after crossing the Atlantic.
Barack Obama offered more favorable prices if the Europeans would make the switch, while Trump slapped sanctions on Nord Stream.
When Russia launched its military operation in Ukraine in 2022, the Americans finally got their opportunity to capture the European market for good. Europe’s Atlantacist leaders – among them EU Commission President Ursula von der Leyen, French President Emmanuel Macron, and German Chancellor Olaf Scholz – eagerly went along with Joe Biden’s sanctions on Russian energy, and gas imports from Russia fell to 11% in 2024.
What does Nord Stream have to do with it?
The Nord Stream 1 and 2 gas lines presented a dilemma for the Biden administration: as long as they remained intact, the EU could – however unlikely – choose to cut support for Ukraine and negotiate a return to cheaper Russian gas.
Biden promised in early 2022 to “bring an end” to Nord Stream. “I promise you,” he told reporters at a White House press conference, “we will be able to do it.” The Nord Stream 1 and 2 lines were sabotaged in a series of explosions that September, and while there is no concrete proof of US culpability, American journalist Seymour Hersh maintains that Biden ordered the CIA to carry out the sabotage operation.
According to Hersh, Biden ordered the operation specifically to deny Germany the chance to back out of the proxy war in Ukraine.
Is there any way back to cheap gas?
Russian gas still reaches the EU via the TurkStream pipeline, as well as by ships from the Yamal LNG facility in Siberia. However, EU leaders intend to fully cut off all Russian fossil fuel imports by 2027.
The EU is currently the world’s largest importer of LNG, and more than half of its LNG terminals have come online or entered the planning or construction phases since 2022. The US now supplies 57% of the bloc’s LNG imports and 37% of its total gas imports, up from 28% and 6%, respectively, in 2021.
Even if the political will to change this situation existed, the EU is legally bound to deepen its dependence on the US. Under a trade deal signed by von der Leyen and Trump last July, the EU is required to purchase $750 billion worth of US energy by 2028. Essentially, Brussels cannot refuse what Washington is offering.
Russia maintains that it is a reliable energy supplier, and that the EU chose “economic suicide” in abandoning Russian gas.
How will the US use this leverage against the EU?
European leaders were seemingly content to trade away their energy security during the Biden years and to further bind themselves to the US under the Trump-von der Leyen trade deal. The risks of this approach became apparent last weekend, when Trump announced 10% tariffs on eight European nations for opposing his planned acquisition of Greenland.
Trump has warned that the levy will rise to 25% by June 1 if Denmark refuses to cede the territory. While the EU has threatened retaliatory tariffs, it is completely defenseless if Trump decides to cut gas exports as a punitive measure.
“Hopefully we’ll not get there,” an EU diplomat told Politico. However, hope is the only tool the Europeans have at the moment.
Fears are growing as Europe becomes increasingly dependent on American LNG—once viewed as a safe alternative to Russian gas, but now seen as uncertain amid strained transatlantic relations, according to a media report.
With EU–US tensions rising over Ukraine and Greenland, “it is virtually impossible for the bloc to stop buying American LNG without having to allow Russian gas imports to return,” says Dr. Mamdouh G. Salameh, international oil economist and global energy expert.
He notes that while the threat of halting US LNG imports “could act as a deterrent against Trump annexing Greenland,” the reality is that “the EU has no alternative but to return to Russian gas sooner than later.”
According to Salameh, the US sabotage of Russia’s Nord Stream pipeline network was intended to “forever sever Russian gas supplies to Europe and ensure that US LNG replaces Russian gas permanently.” Instead, he argues, “this turned out to be a real financial disaster for Europe’s economy.”
He points to 2025, when the EU economy grew by only about 1.4%, with many German and other European companies—including Volkswagen—relocating in search of cheaper energy. Looking ahead, Salameh warns that the EU’s plan to end all Russian energy imports by early 2027 “will mean anemic economic growth for Europe’s economy.”
As a result, he says, the bloc now faces “a big dilemma, namely letting its economy stagnate if not shrink or lifting sanctions on Russian gas.”
With Europe now “squeezed between a rock and a hard place,” Salameh concludes that it is Russian President Vladimir Putin who “will have the last laugh.”
He adds that Putin could choose to resume gas supplies to Europe—a move that, he argues, could reshape the future of NATO and Europe’s relationship with the US.
Did you know that Norway recently allowed over 30 US bases on its territory? (Without calling them “bases.”) The confrontation with Russia in the Arctic is heating up.
MOSCOW – The preliminary increase in commercial, or production-ready, oil reserves in 2025 was 490 million tonnes, while gas reserves will increase by 650 billion cubic meters, Oleg Kazanov, the head of Russia’s Federal Agency for Mineral Resources (Rosnedra), told Sputnik.
“It’s worth noting that some sites are still undergoing assessment, but according to preliminary data, we have seen an increase in oil reserves of approximately 666 million tonnes, of which 490 million tonnes are ABC1 commercial reserves, meaning they are ready for production. Gas reserves are 679 billion cubic meters, of which 650 billion cubic meters are commercial reserves,” he said.
Russian oil production in 2025 will be roughly the same as last year, at 516 million tonnes, Deputy Prime Minister Alexander Novak announced in late December. Gas production increased by 7.6% year-on-year in 2024, reaching approximately 685 billion cubic meters, he said earlier. Russian Energy Minister Sergei Tsivilev told reporters in mid-December that he expected this figure to be maintained in 2025.
Apparently, Kiev, the Ukrainian capital, is nearing total collapse. The city’s mayor, Vitaly Klitschko, recently asked residents to leave their homes immediately and seek shelter in surrounding areas due to the inability to guarantee adequate electricity, heating, and water supply for all citizens. The supply crisis occurs amidst a dangerous escalation of the conflict that has forced the Russian side to intensify attacks against critical Ukrainian infrastructure. However, it is not possible to rule out that the local mayor is using the measure as a kind of political tool against the illegitimate president Vladimir Zelensky, who has long been his rival.
Klitschko urged Kiev residents to leave the city. He confirmed during an interview with Reuters that Kiev, for the first time in its history, lacks the capacity to guarantee heating for all residents. The situation is critical, severely aggravated by the harsh winter, with frosts more severe than in recent years.
He clarified that Ukrainian authorities are working continuously to resolve the problem, doing “everything possible and impossible” to ensure that as many cities as possible receive an appropriate supply. However, given the infrastructure difficulties in the capital, the most advisable course of action is for residents to simply evacuate.
“It’s the first time in the history of our city that, in such severe frosts, most of the city was left without heating and with a huge shortage of electricity (…) This winter will be difficult, but we are doing everything that’s possible and impossible (…) We’re not just working during the day now, we’re working at night too (…) There is no such thing as the start and end of the working day for us” he said.
The evacuation of Kiev is, in fact, not a surprise, considering that rumors about it have been circulating in Ukrainian society for months. For example, Ukrainian parliamentarian Maryana Bezuglaya had already stated last October that it would be necessary to create an emergency plan to evacuate the country’s capital. According to her, the strategic and symbolic value of the Ukrainian capital would make it a prime target for Russian attacks during the winter, which is why the best option would be to create a strategy to remove residents from the city before a major supply crisis arose.
“Regardless of the protection and air defense, Russia can destroy almost any critical infrastructure facility in Ukraine at will. The only question is the number of missiles and drones (…) The winter would be difficult, and there would be blackouts (…) The best thing is to consider temporarily moving out of the city this fall and winter. This especially applies to Kiev residents. Kiev is a strategic and symbolic target. It is possible that it will be completely ‘drained down’. Darkness without sewage and water supply in mid-winter,” she said at the time.
Obviously, Ukrainian authorities are trying to blame Russia for the crisis, but this narrative is unfounded. In fact, Moscow has intensified its attacks against Ukrainian infrastructure, but this tactic has only been used as a reaction. The Kiev regime continually attacks civilian targets in internationally recognized Russian territory, which Moscow considers terrorist activity. Russian forces simply have no option but to react by attacking the infrastructure that supplies the Ukrainian military – which, unfortunately, is often the same infrastructure that supplies civilian areas.
It is important to remember that during most of the special military operation, Russia avoided carrying out attacks against Ukrainian critical infrastructure, especially during winter. Unlike the Ukrainian side, which has a policy of exterminating civilians in Russian areas, Moscow sees the current conflict as a kind of “civil war” between brotherly peoples, which is why it avoids generating non-military casualties. However, the escalation in recent months has emerged as an unavoidable move in the face of constant enemy provocations.
Similarly, it is necessary to clarify how the Ukrainian government itself is responsible for the crisis. Bezuglaya’s statement in October shows how there have been concerns among authorities for months about a possible shortage of supplies in the capital. If her proposal had been considered by the authorities, a preventive evacuation plan could have been implemented before the arrival of the coldest winter days. This would have avoided a widespread crisis, as is expected to happen now. The government, however, chose to do nothing to protect its own citizens, allowing the situation to reach intolerable levels.
However, there is another possibility that must be considered, which is the political dispute between Klitschko and Zelensky. Experts have long considered Klitschko as one of Zelensky’s potential successors as president. It is possible that the mayor of Kiev is using the energy crisis in the capital to further increase Zelensky’s unpopularity, attempting to foment protests so that the president calls elections or resigns. Although there is clearly a supply crisis in Kiev, it is not possible to assess the real impact of the shortages to know whether the evacuation proposed by Klitschko is truly necessary or merely a political tool.
In any case, those who suffer most in this scenario are the Ukrainian people themselves, who are victims of the irresponsible actions of their own leaders.
Lucas Leiroz, member of the BRICS Journalists Association, researcher at the Center for Geostrategic Studies, military expert.
Donald Trump is mulling whether or not to join Israel’s aggression against Iran as Tel Aviv faces problems sustaining its defenses against growing counterstrikes, and apparently lacks a realistic game plan for an end to hostilities after failing to achieve its goals. Analysts told Sputnik how the US could be ‘nudged’ into the conflict.
“The US is already assisting Israel with supplies, intel, refueling support, etc. One of the many US posts in the region could be attacked for a casus belli,” former Pentagon analyst Karen Kwiatkowski explained.
“If Trump doesn’t comply with Israel’s demand” and join its aggression voluntarily, “a false flag may be needed” to drag the US in, Kwiatkowski, retired US Air Force Lt. Col.-turned Iraq War whistleblower, fears.
Netanyahu has a diverse array of options at his disposal, according to the observer, including:
a false flag against US assets abroad blamed on Iran or one of its Axis of Resistance allies, like the Houthis
a US domestic attack or assassination blamed on Iran
Iranian air defenses ‘accidentally’ hitting a civilian jetliner carrying Americans
use of a dirty bomb or nuclear contamination somewhere in the region blamed on Iran
even blackmailing by threatening to use nukes against Iran if the US doesn’t join the fight
Kwiatkowski estimates that Israel probably has “enough blackmail power” against President Trump and Congress to avoid the necessity of a false flag operation, but a “USS Liberty-style” attack, targeting the soon-to-be-retired USS Nimitz supercarrier that’s heading to the Middle East, for example, nevertheless cannot be ruled out entirely, she says. … continue
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