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1125z Movements primarily from Biggs Army Airfield continue this morning. Three C-17s are en route to/have arrived at Ovda Air Base in Israel, while two more are in-progress - this brings the total to 8 flights over three days.
Other recorded movements this morning aren't particularly noteworthy. It will take a few of these posts to work out the trends again.
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Sylvia is the second official removed from the position in a year, with no replacement announced.
A Pentagon official said Sylvia failed three polygraph tests and the case was referred to the Justice Department, though two other sources disputed the allegations.
Sylvia had been coordinating U.S. military planning for Iran. This means the Joint Staff that serves the Chairman of the Joint Chiefs General Dan Caine is without its chief planner on the eve of possible resumption of strikes against Iran.
Source: CBS News
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Ukraine's state and state-guaranteed debt fell by 0.67% in September to UAH9.54 trillion ($212.6bn), its first monthly decline since May, the Ministry of Finance said on October 27.
Fitch Ratings, which affirmed Ukraine at 'CCC' on October 23, expects the recovery in the numbers to be brief, with general government debt rising from 101.2% of GDP at the end of 2025 to 134.3% in 2028, driven by large deficits and a gradual depreciation of the hryvnia. That path is much steeper than the IMF's: the Fund's World Economic Outlook of October has the ratio peaking at 111.8% this year and easing to 109.6% in 2028.
Fitch's steeper path rests on the war: it now assumes the fighting continues into 2027 and has cut its growth call sharply since April, when it expected growth of 1.6% this year and 2.7% next. It now sees a slight contraction in 2026, after output stagnated in January-August, and growth of only 0.2% in 2027, with Russian attacks, restrictions on Black Sea exports and access to foreign money setting the pace.
Most of September's fall came in external debt, which dropped by UAH50.50bn ($1.1bn), while domestic debt fell by UAH7.43bn ($163mn) and guaranteed debt by UAH6.75bn ($148mn), the ministry said. Measured in dollars the stock fell by $2.94bn. External debt made up UAH7.29 trillion ($162.5bn), or 76.44% of the total, domestic debt UAH1.99 trillion ($44.4bn), or 20.93%, and state guarantees UAH251.2bn ($5.6bn), or 2.63%.
Concessional loans from international financial institutions and foreign governments account for about 66.4% of the portfolio, and the EU is the largest single creditor with a 38.44% share. The euro is the main currency of the debt at 44.18%, ahead of the dollar at 23.66%, the hryvnia at 20.03% and the IMF's special drawing rights at 8.91%.
The weighted average cost of state debt rose to 4.44% at the end of September from 4.37% in August, though it remains below the 4.55% of December 2025. Average time to maturity was 12.87 years, against 13.37 years at the end of last year.
Fitch's forecasts put the budget deficit at 18% of GDP in 2026, or 28% excluding grants, narrowing to 15.6% by 2028. The current account deficit is expected to reach 24% of GDP this year. The intensifying war has opened additional external financing needs of $27bn, or 12.4% of GDP, in 2026 and $33bn, or 14.5% of GDP, in 2027, and the sources to fill them have not yet been fully identified.
The EU's Ukraine Support Loan, the €90bn loan agreed last December on top of the earlier Ukraine Facility, covers a substantial share of the needs. Kyiv also plans to reallocate civilian spending and has asked for some funding scheduled for 2027 to be brought forward to 2026. Help from beyond the bloc is shrinking: non-EU donors have pledged only €4bn for 2027, down from €19bn this year, and the IMF puts next year's uncovered gap at $30bn-35bn.
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The State Duma's budget and taxes committee recommended adopting Russia's 2027-2029 federal budget in the first reading on October 29. It called the plan balanced and realistic while warning of revenue risks, Vedomosti reported, citing the committee's report.
The draft puts 2027 federal revenue at RUB43.3 trillion ($535bn) and spending at RUB48.7 trillion ($602bn), a deficit of 2.2% of GDP that is planned to narrow to 1.9% in 2029. Non-oil and gas revenues make up more than 83% of the total, and the plan does not draw on the National Wealth Fund to cover the deficit.
The committee, chaired by Andrei Makarov, sees external uncertainty as the main risk, with a chance that oil and gas revenues fall short. At home it flags tighter monetary conditions, which could hit investment and consumer spending and so revenue, as well as higher-than-forecast inflation, weak productivity growth and a rising debt burden.
Lawmakers and the Accounts Chamber consider the government's inflation forecast too optimistic. It does not fully match the path of the key rate and the above-forecast indexation of utility and transport tariffs, which could stop inflation returning to target in 2027 as the government plans. The ministry forecasts Urals crude at $53 a barrel in 2027, falling to $51/b in 2029, while the Bank of Russia expects a drop to $50/b.
The 2026 oil price assumption of $61.2/b may be too low, the committee noted. The Accounts Chamber has said that hitting it would require prices to fall to $36.3/b in the fourth quarter, which is unlikely even if the Middle East conflict is settled.
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Russia's seaborne crude exports were worth $2.76bn in the week to October 25, the most in a single week since the 2022 invasion of Ukraine, Bloomberg reported on October 27.
The new high clears the previous one, $2.75bn in the week to September 27, by only $10mn, and it is a gross value of the cargoes rather than money paid to the state. Federal oil and gas revenues fell 17.2% y/y to RUB5.47 trillion ($67.7bn) in the first nine months of 2026, the lowest for the period since 2020 on Ministry of Finance data, as payments to refiners under the fuel damper and a stronger ruble ate into the gain from higher prices.
About 37 tankers loaded 26.93mn barrels of Russian crude in the latest week, or 3.85mn barrels a day (b/d), up from 21.87mn barrels on 31 ships the week before. Volumes rebounded after shipments resumed at Primorsk, the main Baltic oil port, which had stopped loading for several days. The weekly value rose by about $430mn as the jump in volumes more than offset a lower Urals price, while the price of ESPO crude shipped from the Pacific rose for an eighth consecutive week.
On the less volatile four-week measure, shipments slipped by 30,000 b/d to 3.55mn b/d in the four weeks to October 25, the lowest in five weeks, and the average weekly value held at about $2.61bn. In the week to September 27, when values first reached a wartime high, Russia loaded 3.99mn b/d, and the four-week average stood at 3.71mn b/d.
China and India remain by far the largest buyers, though many recent cargoes show only an intermediate destination such as Suez, Port Sudan or Singapore until the tankers are well under way.
Oil and gas revenues came to RUB452.4bn ($5.6bn) in September, down 22.3% y/y, and the nine-month total compares with RUB6.61 trillion ($81.7bn) a year earlier and RUB8.33 trillion ($103bn) in the same period of 2024.
Diesel cargoes have also resumed to Turkey and Brazil since Moscow partially lifted its export ban on October 10 and the US Treasury licensed transactions in Russian diesel until April 7, 2027, adding a second export stream to the crude flow.
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Ukraine's civilian workforce will shrink by about 1mn to 11.9mn by end-2030 even if refugees come home, the KSE Institute said in a report published on October 26.
The workforce falls in all of the think tank's scenarios, from 12.9mn at the start of 2026 to between 11.5mn and 12.2mn at the end of 2030, depending on how many refugees return and how quickly demobilised soldiers find civilian jobs. The working-age population, aged 15 to 64, falls from 19.6mn in 2026 to 16.4mn in 2040 in the moderate scenario, a drop of 16%, and by 26% in the pessimistic one.
"The main conclusion is that the workforce will shrink under all scenarios - even with substantial returns and the rapid integration of veterans," the authors wrote in the study, titled "Demography as a limit to Ukraine's post-war growth".
The numbers put a size on the problem Ukrainian companies already report every month. Staff shortages were the biggest obstacle for 69% of businesses surveyed in August, and Economy Minister Oleksiy Sobolev said in May that Ukraine would need 4.5mn more workers over the next decade to sustain 7% annual growth. KSE's projections underscore the scale of the challenge: post-war growth would depend on each worker producing far more.
KSE set its workforce projection against the GDP path in its own Ukraine Macroeconomic Handbook Q4 2026, which has real GDP contracting by 0.6% in 2027 before growing by 4.4% in 2028 and 5% in 2029. With civilian employment falling by an average of 2.1% a year over the same period, output per civilian worker would have to rise by 5.1% a year, leaving it about 16% higher in 2029 than in 2026.
That is more than two and a half times the 1.9% a year Ukraine managed in 2011-2021, a pace the country last achieved during the boom years before 2008. Almost all of the effort falls in 2028 and 2029, when output per worker would need to grow by 7.2% and 6.4%. The 5.1% is a floor: GDP now includes a much larger defence sector, valued mainly through soldiers' pay, and that output will shrink as the army is demobilised.
Ukraine starts from a low base. Real GDP was 79% of its 2021 level in 2025 and KSE expects it to slip by a further 0.3% this year, while civilian employment averages about 11.5mn, or 75% of the 15.4mn in 2021. In 2021 a Ukrainian worker produced about $44,000 a year at purchasing power parity, the same as in Moldova, 79% of the Bulgarian level and about 54% of the level in Poland, Romania and Lithuania. Output per hour worked was roughly half of Poland's and a quarter of Germany's.
Less than 28 mn people lived in government-controlled Ukraine as of January 1, 2026, with a further 6.5mn Ukrainians abroad, of whom 5mn are war refugees and 1.5mn other migrants. The resident population within today's front lines has fallen by about 4.3mn, or 13%, since the start of 2022, mostly through emigration, and deaths have outnumbered births by about 1.2mn. More than a fifth of residents are aged 65 or over, and there are 114 women for every 100 men.
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bne IntelliNews
Ukraine faces 1mn fewer workers by 2030 even if refugees return, KSE says
Ukraine's civilian workforce will shrink by about 1mn to 11.9mn by end-2030 even if refugees come home, the KSE Institute said in a report published ...
/CIG/ Telegram | Counter Intelligence Global
At least six on-base commissaries suffered late August freezer malfunctions, according to web updates
US military says cyber investigators are looking into the disruptions and are working with French law enforcement
Recent French cyberattack on freezers hit more than 350 supermarkets and could cost tens of millions of euros
The Fort Huachuca, Arizona, Facebook account explained on August 26 that its freezer "went into defrost mode where it heated up all the food. Trust us when we say it was 'spoiled.'"
Hackers have previously sabotaged fridges and freezers both in the United States and elsewhere.
Danfoss has said that, opens new tab, in 2022, hackers either targeted or broke into supermarkets in Russia and Israel that were using obsolete versions of its cold storage controllers. In December of last year, federal prosecutors in Los Angeles accused a Ukrainian woman of being part of a hacker group that knocked out the refrigeration at a meatpacking facility in 2024, ruining more than 2,000 pounds of meat.
The root problem was that controllers that were initially conceived as isolated interfaces that would be serviced by an in-person technician were increasingly being connected to the internet, said Bill Moore, the chief executive of industrial cybersecurity firm Xona Systems. Concerns about online exposure were not unique to cooling systems, he said, but they could have particularly serious consequences there.
https://www.reuters.com/technology/pentagon-treating-military-base-freezer-malfunctions-suspected-cyberattack-2026-10-29/
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Rerum Novarum // Intel, Breaking News, and Alerts 🇺🇸
🇺🇸🇸🇻🇭🇹⚡️- El Salvador has reportedly deployed approximately 1,000 troops to Haiti after a gang ambush left four Salvadoran military personnel missing near Port-au-Prince. This is a major escalation from the initial 200 special forces deployed last week. American…
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Haitian news sources report that despite the worsening weather, Salvadoran aircraft continue landing at and departing from Port-au-Prince.
The 1.000 troop deployment mentioned in news articles days before is likely an understatement with the number of Salvadoran troops deploying to Haiti set to increase to 2.000 by next Wednesday and up to 5.000 in the coming weeks.
Some Haitian officials are worried that Salvadoran troops would refuse to operate under the UN Security Council-backed Gang Suppression Force (GSF) and stay under Salvadorian command.
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While Murphy couldn't go into details about the plan without risking criminal penalties for disclosing classified information, the senator stated that the Pentagon was tasked by the White House to come up with a list of mostly civilian targets which the USAF is expected to target which Murphy said would lead to "the destruction of our [US'] commitment to rule of law" but coming short of calling it a "war crime".
Murphy also said that the White House plans for a "short and limited" series of strikes which the Democratic politician believes will be met by Iran with unprecedented escalation and prolong the war.
Recall that the IRGC through various Iranian medias made a number of threats that in response to a renewal of U.S. airstrikes, it will target subsea internet cables, AI infrastructure and data centers and even U.S. diplomats and politicians in response to previous US-Israeli attacks on Iranian diplomatic offices and Iranian public officials
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Forwarded from Tabz - Live News (Mister Iowan)
At this time, the only things that can be confirmed is multiple interceptions above As Suwaidi neighborhood, southwestern Riyadh. There may be additional interception and impact sites I'm unaware of due to strict Saudi OPSEC measures preventing information from going out.
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Forwarded from Tabz - Live News (Mister Iowan)
Tabz - Live News
There may be additional interception and impact sites I'm unaware of due to strict Saudi OPSEC measures preventing information from goi
I'll explain further.
In Saudi Arabia and other Gulf states, it is punishable by law to post about any information regarding impact and interception sites, and they jail anybody that they spot posting about it. This includes even mundane things such as "I heard an explosion in Riyadh". Saudi Arabia has a major online surveillance system to monitor such activity, and Saudi Arabia regularly warns people regarding the law.
Very few local reports come out, and numerous chronically online Saudis approach them immediately telling them to delete their reports. All Saudi media outlets obey the censorship regime. This makes it rather difficult to verify the results of military operations in Saudi Arabia.
In Saudi Arabia and other Gulf states, it is punishable by law to post about any information regarding impact and interception sites, and they jail anybody that they spot posting about it. This includes even mundane things such as "I heard an explosion in Riyadh". Saudi Arabia has a major online surveillance system to monitor such activity, and Saudi Arabia regularly warns people regarding the law.
Very few local reports come out, and numerous chronically online Saudis approach them immediately telling them to delete their reports. All Saudi media outlets obey the censorship regime. This makes it rather difficult to verify the results of military operations in Saudi Arabia.
/CIG/ Telegram | Counter Intelligence Global
Media is too big
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🔶 Stubb and Støre emphasized at the beginning of the conversation that they were not representing the EU, but were calling "in a national capacity."
🔶 Russia supports any steps aimed at restoring full-fledged and constructive relations with European countries.
🔶 Many in Europe are only talking about preparing for war by 2030. "We are ready, but we do not want any war with Europe."
🔶 The EU will not be able to inflict a strategic defeat on Russia, "and if it goes too far, there will be no winners at all."
🔶 Russia would not want a situation to develop in the Baltic Sea similar to that in the Strait of Hormuz, but it will respond to provocations.
@CIG_telegram
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Media is too big
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🇫🇷 🇦🇹 🚷 Austrian activist Martin Sellner was just stopped at a French airport and told he will be deported, mere hours after boarding a flight from Vienna for a book lecture, a remigration conference, and a planned demonstration in Paris.
French authorities seized his phone and have moved to ban the conference, citing social media posts and a counter-protest by communist and Antifa groups.
Sellner said the state is siding against a peaceful gathering while he faces removal as an EU citizen.
📝 Anon: "The conference is still happening. No official info on canceling the conference."
📎 NewsForce
French authorities seized his phone and have moved to ban the conference, citing social media posts and a counter-protest by communist and Antifa groups.
Sellner said the state is siding against a peaceful gathering while he faces removal as an EU citizen.
📝 Anon: "The conference is still happening. No official info on canceling the conference."
📎 NewsForce
Forwarded from Rerum Novarum // Intel, Breaking News, and Alerts 🇺🇸
🇺🇸🐘⚡️- A shooting has been reported in Richmond, the capital of Virginia, targeting the headquarters of the Virginia Republican Party. Police are on scene, and a citywide manhunt has been declared, according to local reports.
Forwarded from Rerum Novarum // Intel, Breaking News, and Alerts 🇺🇸
🇺🇸🇮🇷⚡️- BREAKING: The Wall Street Journal reports that an extraordinary meeting between President Trump and senior military officials was held at the White House today, in which the President was briefed on military options against Iran that could take place as soon as the midterm elections conclude.
Simultaneously, several Gulf Arab states have been warned to prepare for a "short, intense military campaign" against Iran after the midterm elections.
Simultaneously, several Gulf Arab states have been warned to prepare for a "short, intense military campaign" against Iran after the midterm elections.
Forwarded from Rerum Novarum // Intel, Breaking News, and Alerts 🇺🇸
Rerum Novarum // Intel, Breaking News, and Alerts 🇺🇸
🇺🇸🇮🇷⚡️- BREAKING: The Wall Street Journal reports that an extraordinary meeting between President Trump and senior military officials was held at the White House today, in which the President was briefed on military options against Iran that could take place…
🇺🇸🇮🇷⚡️- Newsmax reports that the Trump administration plans to carry out strikes against Iran next week, after the midterm elections have been completed.