Geopolitical Digest by Mikhail Azhgirevich for August 14, 2026

Геополитический дайджест от Михаила Ажгиревича за 14 августа 2026!

Russia/Ukraine: Lavrov says there will be no ceasefire in Ukraine

Russia's Foreign Minister announced a toughening of strikes on facilities that sustain Ukraine's "war machine" and rejected the idea of stopping at the current line of contact. The rhetoric points to further escalation rather than a freeze of the conflict.

Turkey/Ukraine: Turkey transfers to Ukraine its largest weapons shipment via US re-export

The package includes 70 ATACMS ballistic missiles, 12 M270 multiple rocket launcher systems, 2,524 M26 rockets, and 47,000 cluster munitions, worth approximately $283 million. Ankara is offloading outdated stockpiles, supplying Kyiv with one of the largest shipments since

WEEKLY LIES ROUNDUP: Mikhail Azhgirevich, August 10–14, 2026

РАЗБОР НЕДЕЛЬНОЙ ЛЖИ

"Hellish Sanctions": How the Graham Act Turned Pressure on Russia Into Trump's Bargaining Chip

The week of August 10–14, 2026 unfolded to the drumbeat of triumphant declarations about the "toughest sanctions in history" - the U.S. Senate passed a bill named after the late Lindsey Graham. The phrase "hellish sanctions" spread across headlines instantly. What remains is to determine who actually holds the keys to this hell.

The Fact - What Happened

The Senate approved the bill by a vote of 86 to 11. The legislation provides for tariffs of up to 100% on the five largest buyers of Russian

China News, August 12-14, 2026

Новости из Китая

Beijing Sends Fleet to Guard Its Tankers in the Middle East

China has announced the deployment of naval vessels to the Middle East to escort its own merchant ships, a direct response to growing risks in the Persian Gulf and the Strait of Hormuz. Here's how I see it: Beijing previously preferred to address energy security through diplomacy and long-term purchasing agreements, but is now shifting toward direct naval protection of its interests far from its own shores. This is a bid for status as a power ready to defend global supply chains by force rather than ask someone else

US News, August 12–14, 2026

Новости из США

Gilman's Release Could Restart Ukraine Talks

The release of American citizen Robert Gilman is being viewed as a potential catalyst for resuming dialogue between Washington and Moscow on a Ukraine settlement. Against this backdrop, the visit by Witkoff and Kushner to Moscow and Kyiv remains announced as taking place "within a week to ten days," though specific dates have still not been named. The humanitarian gesture is being used as a warm-up before difficult negotiations — classic diplomatic mechanics, in which a symbolic step precedes substantive talks.

Karoline Leavitt Steps Down as White House Press Secretary

Karoline Leavitt has announced

Geopolitical Digest by Mikhail Azhgirevich, August 13, 2026

Геополитический дайджест от Михаила Ажгиревича за 13 августа 2026!

Russia–Japan: Putin makes first visit to Iturup, Japan summons Russian ambassador
Tokyo issued a "resolute protest," calling the visit incompatible with its stance on the "Northern Territories," while Medvedev responded by reaffirming that the Kuril Islands belong to Russia in perpetuity. The symbolic gesture predictably triggered a harsh reaction from Tokyo.

Russia grain: KSK grain terminal in Novorossiysk halts operations
The decision followed a drone attack overnight on August 12 — the third major terminal at the port to suspend operations. Russian grain exports through the key port are once again under threat.

Ukraine–Russia: Ukraine proposes mutual halt to strikes

Market Review by Mikhail Azhgirevich: August 11–13, Oil Is Screaming About War While AI Pretends Not to Hear

Обзор рынка от Михаила Ажгиревича: 11–13 августа, нефть кричит о войне, ИИ делает вид, что не слышит

United States: The Market Buys Back Inflation, Ignoring the Oil Shock

On August 12, the S&P 500 set a new record at 7,748, the Nasdaq gained nearly 1% on earnings from CoreWeave and Super Micro, and July inflation came in exactly at forecast - 3.4% year-on-year - allowing the market to exhale. The direct conclusion: the elites are holding only one scenario in mind - the Fed will not raise rates - while everything else, including the war in the Middle East, is treated as background noise as long as it doesn't hit inflation directly.

Oil: The "Geopolitical Premium" Is

China News Digest: August 10–12, 2026

Новости из Китая

Beijing Warns Washington of Response to Anti-Russian Sanctions

Following the U.S. Senate's passage of a bill sponsored by Senator Graham, which grants the president the authority to impose 100 percent tariffs against the largest buyers of Russian oil, including China, India, and a number of other countries. The Chinese Embassy in Washington openly stated that Beijing "firmly opposes unilateral sanctions" and will take the necessary measures to protect its companies if the law takes effect. This looks to me like a moment of truth—the bill is currently stuck in the House of Representatives until September, but if it passes, we

USA News 10-12 August 2026

Новости из США

Military Pressures White House to End Iran War as Weapons Stockpiles Run Low

Top U.S. military leadership is urging the Trump administration to bring the conflict with Iran to a close, with Pentagon officials openly acknowledging that weapons stockpiles have fallen to critically low levels. At the same time, Trump is leaving open the possibility of a "massive escalation" while also stating he is prepared to declare victory without a nuclear deal if the Strait of Hormuz is reopened. According to Reuters, the White House is prepared to lift the blockade on Iranian ports as soon as an agreement on

Geopolitical Digest by Mikhail Azhgirevich for August 11, 2026

Геополитический дайджест от Михаила Ажгиревича за 11 августа 2026!

Moscow gives Armenia one month to choose between the EAEU and the EU

Deputy Foreign Minister Galuzin stated that Yerevan must announce a referendum by December, or else at the CSTO summit on November 11 Armenia could be stripped of its voting rights and quota positions over debts owed to the organization. Talk of an "intelligent divorce" is turning into a harsh ultimatum.

Russian Armed Forces strike Kyiv's and Zaporizhzhia's defense industry

A logistics terminal storing components for drones and the Zaporizhstal plant, which produces armor-grade rolled steel, were hit. The strikes were aimed at the industrial base of Ukraine's

Market Review by Mikhail Azhgirevich: August 9–11, the Market Realizes That a "Near-Deal" with Iran Is Not a Deal

США: эйфория 9 августа сдулась к 11-му 9 августа Nasdaq взлетел на 1,30%, S&P 500 на 0,62%, Tesla и Nvidia тащили рынок вверх на веру в скорое соглашение по Ормузу. К 11 августа всё развернулось - Nasdaq снова в минусе, Nvidia упала на 2,86%, Apple на 1,62%, VIX подрос, доходность десятилетних облигаций поползла к 4,7%. Прямой вывод: элиты покупали не сделку, а надежду на неё, и как только "почти готово" не превратилось в подписи под документом, они мгновенно вышли обратно в кэш - доверия к переговорам ровн

United States: The Euphoria of August 9 Deflated by the 11th

On August 9, the Nasdaq surged 1.30% and the S&P 500 gained 0.62%, with Tesla and Nvidia dragging the market upward on hopes for an imminent agreement over the Strait of Hormuz. By August 11, everything had reversed - the Nasdaq slipped back into negative territory, Nvidia fell 2.86%, Apple dropped 1.62%, the VIX ticked up, and ten-year bond yields crept toward 4.7%. The direct conclusion: the elites were not buying the deal itself but the hope of one, and as soon as "almost ready" failed to turn into