🗳 🇮🇱 📊 Voter turnout in the Arab sector – 80%. Highest since 1965.

📎 Amit Segal

🇮🇱🗳📝 Neither bloc can form a government, and Netanyahu stays in office while everyone tries:

1) Netanyahu has no realistic route to 61. His bloc is the four religious-right parties plus Likud, and every party outside it ran on replacing him. To get there he would need defectors from Bennett or Lieberman, which both ruled out, or Ra’am, which Smotrich and Ben-Gvir would veto.

2) Eisenkot’s only path to a government runs through the Arab parties. Ra’am alone gets him to 58. He needs the Joint List as well, at least abstaining or giving outside support. That is the 2021 Bennett-Lapid model, but with a bigger dependency. Bennett and Lieberman have both been wary of relying on the Joint List.

3) The other way out is the Haredim. Shas plus UTJ is 14 seats, which would put Eisenkot at 66. But the draft is the issue that defines Lieberman, Bennett and the Democrats. A deal on exemptions would break his bloc from the inside.

4) The anti-Netanyahu parties plus the Arab parties come to about 69. That is enough to elect the Knesset speaker, control committees, and pass laws without forming a government. A bill barring an indicted MK from forming a government becomes possible.

5) Likud’s overperformance is mostly cannibalization. Likud gained, but its bloc is at 50. The votes came from inside the right, not from the center.

6) Stalemate favors Netanyahu. He stays caretaker PM through coalition talks and any repeat election. If nobody gets to 61, he governs by default.

The likeliest outcomes are a Bennett-Lapid-style government that depends on Arab support, or deadlock and another election with Netanyahu still in charge. The whole question is whether Eisenkot, Bennett and Lieberman will sit with Arab support. Exit polls here usually miss by a seat or two per party, so a small shift around the threshold could change the math.

🔗 Shaiel Ben-Ephraim

🗳 🇮🇱 📊 First Israeli 2026 Election Results (0.04% in)

🔵Likud: 27.02%
🔵RZP-Zehut: 16.84%
🔴Yashar: 16.61%
🔵Otzma: 8.38%
🔴Democrats: 8.08%
🔴Together: 6.5%
🔵Shas: 4.81%
🟣Reservists-Economic: 3.49%
🔴Yisrael Beteinu: 3.19%
🔵Winter: 2.92%
🔵UTJ: 1.01%

📎 Israel Elects

🗳 🇮🇱 📊 Filber/Chan14 Exit Poll - Updated

🔵Netanyahu Bloc: 62 (+2)
🔴Opposition Bloc: 40 (-3)
🟢Arab Parties: 18 (+1)

Netanyahu majority

📎 Israel Elects

🇮🇱⚔️🇮🇷 Israel Hayom reported that Israeli PM, Benjamin Netanyahu, planned a new round of decapitation strikes on Iranian leaders believing that this time, unlike the previous two times, would cause a chain reaction that would lead to the collapse of the Islamic Republic of Iran.

Citing sources familiar with Netanyahu's plan, the Israeli newspaper claimed the operation was going to be "limited" in nature and that it was supported by the Mossad director, Roman Gofman, recently appointed by Netanyahu, only to be vetoed by the IDF Chief of Staff, Eyal Zamir, who, while not opposed in principle to the operation, was skeptical as the operation did not involve American forces and feared that Iranian retaliation would derail indefinitely the Knesset elections.

The Israeli cabinet, intelligence services and the IDF are all in agreement, according to Hayom, that they need to keep attacking Iran to keep it weak and unable to develop and expand its missile and nuclear program.

Netanyahu and Gofman were confident that a new round decapitation strikes against the IRGC would lead to a collapse of the Iranian military and cause revolts among the soldiery as the U.S. imposed naval blockade and new sanctions packages heightened inflationary pressure.

More interestingly, the newspaper mentions "limited Israeli airstrikes on Iranian targets in Iraq". Mysterious warehouse explosions and fires have occurred inside Iraq and Syria with allegations that Iran has been supplying the PMF with air defenses to hopefully shoot down Israeli jets when they make incursions into Iraqi airspace, while the explosions in Syria are related to Israel trying to keep the Syrian Armed Forces weak and unable to fight back Israeli incursions into Syria.

🔗 https://www.israelhayom.com/2026/10/26/new-details-emerge-about-attack-netanyahu-planned-against-iran/

🇦🇪🤝🇾🇪 The UAE Is Secretly Helping Ansarallah Fight Saudi Arabia in Yemen

The United Arab Emirates, a key American and Israeli ally in the Gulf, has been quietly assisting Ansarallah in its conflict against Saudi-backed forces inside Yemen, four sources with knowledge of the situation told Drop Site News.

Specifically, various UAE-aligned Yemeni forces have been providing targeting assistance to Ansarallah in their battle against Saudi-backed government forces in Yemen while Abu Dhabi has looked the other way, the sources said.

According to two sources with knowledge of the covert arrangement, the UAE’s assistance has also included direct sharing of intelligence by the UAE itself to Ansarallah for the purpose of targeting Saudi-backed forces.

A Yemeni source familiar with the Ansarallah backchannel confirmed that “the UAE has passed a significant amount of intelligence to the Sana’a-based government; the line of communication between the two sides remains open.” The Yemeni source told Drop Site that Ansarallah “established their own channels of communication internally with military commanders” who remain loyal to the UAE. The sources required anonymity as they are not authorized to speak publicly about the arrangement.

That the UAE is directly aiding one of its chief regional opponents is extraordinary. The UAE and Ansarallah are fierce ideological enemies with geopolitical goals that are in direct opposition to one another. The UAE is a close ally of Israel and the United States while Ansarallah is a close ally of Iran. However, when it comes to Yemen, their interests have come to overlap to some extent, producing a classic enemy-of-my enemy situation. The UAE was sidelined in Yemen earlier this year by Saudi Arabia, and stands to regain a strategic foothold in Yemen in the current conflict.

The assistance to Ansarallah from the UAE, some of the sources said, does not include help with intelligence and targeting inside Saudi Arabia, but is limited to help with targeting and intelligence inside Yemen. Ansarallah’s attacks on Saudi Arabia included strikes on Saudi’s main airport, one of which killed 12 people and wounded more than 300 others—and led to the cancellation of the Future Investment Initiative conference, otherwise known as the “Davos in the Desert.”

Recently, according to one source, a senior American official warned the Emirates that the U.S. had learned of the covert assistance being provided and urged that it be ended. Sources indicated the intelligence assistance was ongoing.

Mohammed al-Bukhaiti, a senior Ansarallah official, denied that the UAE was assisting Ansarallah but insisted the Emirates were committed to neutrality. “The UAE has not provided any form of support to Yemen—neither against Saudi Arabia nor against its proxies within Yemen,” he told Drop Site. “According to our information, the UAE remains committed to neutrality and has refused to become re-involved in the aggression against Yemen alongside Saudi Arabia, despite persistent efforts by [Saudi Crown Prince Mohammed] bin Salman to persuade it to join.”

Beginning in 2015, the Emirates were allied with Saudi Arabia as part of a coalition backing the Yemeni government, after Ansarallah swept south from its stronghold in the northern highlands and took over Sana’a in 2014. The Yemeni government is commonly referred to as the internationally recognized government, or IRG, and it remains largely based in Riyadh. But, early in the conflict, the UAE’s aims and ambitions were at odds with the Saudis, causing division in the anti-Ansarallah side. In December of last year, that friction resulted in clashes between UAE-backed forces and Saudi-backed military units in the south and the UAE was effectively expelled from Yemen by force.

Earlier this month, The Guardian reported that the UAE was re-entering the Yemeni conflict on the side of Saudi Arabia by agreeing to resume some payments to some of the forces it had backed.

That backing would most likely come through supporting the Giants “Al Amaliqah” Brigades, a predominantly Salafi militia ideologically opposed to the Houthis with an estimated 20,000 to 30,000 largely southern fighters. The Southern Giants are currently battling for control of the Kahboub mountain range overlooking the Bab al-Mandab.

🔗 https://www.dropsitenews.com/p/uae-yemen-ansarallah-houthis-saudi-arabia-covert

🇾🇪⚔️🇾🇪 Latest news from the Taiz front

🟡 The Yemeni armed forces are advancing steadily around the city of Taiz and the western front of Lahj province.

🔹 On the Taiz axis, the Yemeni army cleared the hills of Al-Diman, Al-Iqam, and Al-Maydan from the control of Saudi coalition forces. With the clearing of these heights, other parts of southern Taiz city as well as Taiz University came under the oversight and fire of the Yemeni armed forces.

🔗 IWN

📝 🇮🇱 🗳 At the time of writing, both Eisenkot’s and Netanyahu’s, have yet to gain a clear majority, as Eisenkot’s makes what can best be described as a victory speech to his base and allies. Eisenkot’s warned Netanyahu of using security matter for his political gain, warned the security establishment against blindly following Netanyahu, and touted his perceived win as a return to reason and representation for “all of Israel.”

📎 OSINTdefender

🗳 🇮🇱 📊 2026 Election Results (0.52% in)

🔵Netanyahu Bloc: 51%
🔴Opposition Bloc: 42.5%
🟢Arab Parties: 2.4%
🟣Others: 4%

📎 Israel Elects

🔋☀️💧 Renewables' share of world electricity rises to 34% as nuclear slips to 9%

The two sources have followed very different paths since 2000, when they supplied a similar share of global power: renewables a little under 20% and nuclear about 17%, the data show. Rapid growth in solar and wind has lifted renewables since then, while nuclear's share has roughly halved. Fossil fuels still produced 57% of the world's electricity in 2025, down from more than two-thirds in the early 2010s.

Nuclear output has not shrunk. Reactors worldwide generated a record 2,702 TWh in 2025, up 35 TWh on the previous year's record, the World Nuclear Association said in September. But the amount of power from nuclear plants is about the same as two decades ago, while the world now produces far more electricity overall, so its share of the mix has fallen.

Most of last year's nuclear growth came from new reactors in China, which added 37 TWh, with France adding 12 TWh and Japan 9 TWh, while reactor closures in Belgium cut output by 7 TWh, according to Ember's Global Electricity Review 2026. Over the same year renewables generated 10,730 TWh, or 33.8% of the total, edging past coal's 33.0% to become the world's largest source of electricity for the first time.

Solar did most of the work. Solar generation rose by 636 TWh, or 30%, to 2,778 TWh in 2025, Ember said, and solar's share of global power generation reached 8.7%, nearly matching nuclear's 8.8%, according to the Energy Institute.

Nuclear construction is picking up. Eleven reactors started construction in 2025, taking capacity under construction worldwide to 82 GWe, against 423 GWe now operating, the World Nuclear Association said. Reactors ran at an average capacity factor of 83.7% last year.

🔗 https://www.intellinews.com/renewables-share-of-world-electricity-rises-to-34-as-nuclear-slips-to-9-478547/

🇨🇳🤖 In China, the AI bubble has already burst

While global tech stocks teeter, in China they have already crashed as lofty valuations collapse under worries about AI demand and curbs on Chinese exports.

The meltdown, tanking the mainland STAR50 index of AI and semiconductor leaders ​by 40% in less than four months and vaporising some $480 billion in market value, is an ill omen for wobbly world markets and a dampener on China's efforts ‌at encouraging its savers into stocks to fund the AI boom.

It has also slammed the brakes on a rally running two years, since economic stimulus promises sent shares soaring, and has stalled Beijing's push to break with a long boom-bust pattern and drive a "slow bull" market that delivers reliable performance. China's broad blue-chip index has dropped about 20% from highs made in June.

"The stock market later evolved into a speculative crazy bull," said Beijing-based fund manager Dong Baozhen. "And now we see ​the bubble bursting."

The reversal reflects a rally that ran to higher heights than markets in the West or elsewhere in Asia, and compares with a mere prick to US AI stocks, which ​have led a 6% drawdown in the Nasdaq from a record high scaled three weeks ago.

There has been no obvious selling trigger in China, although ⁠traders said high prices, tax bills and the threat of the US or other nations banning Chinese equipment in data centres all contributed.

With AI stocks running to 42% of China's market capitalisation and 57% of ​turnover across mainland-listed A-shares and Hong Kong's H-shares, according to Goldman Sachs, few in a market dominated by small investors have escaped pain.

Shares in robot-maker Unitree, 8,000 times oversubscribed by retail buyers at ​listing, have halved since they started trading in August, and chipmaker CXMT has lost more than a quarter of its value in the past month.

Chipmakers MetaX Integrated Circuits and Moore Threads Technology, which leapt 700% and 400% respectively on their market debuts last year, have also halved in value since July.

Chen Wensheng, a small business owner and investor from China's southern Hainan, said he bought into the rally emboldened by what he felt was official support for the likes of ​Unitree, which counted state-backed funds as investors. But Chen and his friends are now nursing losses.

Frustration that an investment theme backed by Beijing has ended so badly has driven many investors into defensive assets ​and is likely to slow equity fundraising by tech firms.

Shares in optical parts makers Zhongji Innolight and Eoptolink Technology are down roughly 60% from highs in June and July, in part as Washington moves towards banning the one-time ‌darlings from supplying ⁠US data centres.

🔗 https://www.reuters.com/world/china/china-ai-bubble-has-already-burst-2026-10-26/

🗳 🇮🇱 📊 2026 Israeli Election Results (5.7% counted)

🔵 Likud: 27.7%
🔴 Yashar: 16.3%
🔴 Together: 9.0%
🔴 Yisrael Beteinu: 8.1%
🔵 Otzma: 7.2%
🔵 Shas: 5.8%
🔵 RZP-Zehut: 5.3%
🔵 UTJ: 5.1%
🔴 Democrats: 4.9%
🟢 Joint List: 3.38%
🟣 Reservists-Economic: 3.28%
🔵 Winter: 1.8%
🟢 Ra'am: 1.0%
🟡 Haredi Public Party: 0.2%

📎 Israel Elects

🗳 🇮🇱 📊 2026 Israeli Election Results (16.8% counted)

🔵 Likud: 24.1%
🔴 Yashar: 16.1%
🔴 Together: 8.8%
🔴 Yisrael Beteinu: 6.9%
🔵 UTJ: 6.7%
🔵 Otzma: 6.4%
🟢 Joint List: 5.9%
🔵 Shas: 5.6%
🔴 Democrats: 5.6%
🔵 RZP-Zehut: 5.4%
🟣 Reservists-Economic: 3.0%
🟢 Ra'am: 2.8%
🔵 Winter: 1.8%
🟡 Haredi Public Party: 0.2%

📎 Israel Elects

🗳 🇮🇱 📊 2026 Election Results - Bloc Totals (21.3% in)

🔵Netanyahu Bloc: 49.6%
🔴Opposition Bloc: 36.7%
🟢Arab Parties: 9.7%
🟣Others: 3.9%

📎 Israel Elects

🗳 🇮🇱 📊 2026 Election Results: Total Vote Share by Bloc (28.2% in)

🔵Netanyahu: 48.2%
🔴Opposition: 36%
🟢Arab Parties: 12%
🟣Others: 3.9%

📎 Israel Elects