Geopolitical Digest by Mikhail Azhgirevich, July 10, 2026
"Operation Bitch Slap" - Trump Launches New Campaign Against Iran
Inside the White House, the new military operation against Iran is unofficially referred to as "Operation Bitch Slap" - the strikes are designed to be painful but short-term, provided Tehran does not continue its escalation. Trump announced the end of the ceasefire, called the Iranian leadership "scum" and "crazy," threatened a blockade and the seizure of Kharg Island, and on the second night of the operation, US forces struck a railway bridge in northern Iran, disrupting the transport corridor to China and Russia. Democrats in Congress are criticizing the lack
Market Review by Mikhail Azhgirevich: July 7–10 Markets — Return of the Iran Hot Phase Reshuffles the Bets
United States: Indices Hit by Renewed Escalation
On July 7–8, Trump announced the collapse of the ceasefire with Iran, sending the Dow tumbling nearly 600 points, while the S&P 500 slid 0.3–0.9%. The Nasdaq, buoyed by AI giants, managed to hold in symbolic positive territory. The direct takeaway is that elites remain unwilling to abandon tech names even amid acute geopolitical tension, while the real economy and industrial sector immediately price in the risk and retreat into defensive positions.
Recovery on July 9: Markets Don't Believe in a Prolonged War
By July 9, the Nasdaq had already climbed 1.3%, the
Geopolitical Digest by Mikhail Azhgirevich — July 9, 2026
Lavrov: Trust in the West Has Been Completely Exhausted — Moscow Receives an Ultimatum
The Russian Foreign Ministry announced that the "reserve of goodwill and hope" for negotiations with the West has been "completely exhausted," after a list of five demands was transmitted to Moscow via the U.S. Embassy — an immediate ceasefire, a freeze of the line of contact, an "all for all" prisoner exchange, the handover of the bodies of the dead, and direct Moscow-Kyiv negotiations without preconditions. The deadline for consideration is the end of July, while Kyiv is simultaneously stockpiling drones and missiles to intensify strikes
Geopolitical Digest by Mikhail Azhgirevich, July 8, 2026
US-Iran Truce Collapses — Trump Launches New Wave of Strikes
Six explosions rocked Iran's Qeshm Island in the Strait of Hormuz overnight, along with several blasts in the city of Sirik, after which CENTCOM confirmed the start of a series of powerful strikes on Iran in response to attacks on commercial vessels in the strait. Trump announced that the ceasefire "is no longer in effect" and that negotiations with Tehran "no longer make sense." The peace agreement with Iran lasted less than a month — Hormuz has once again become a battlefield.
Iran Responds With Strike on Sheikh Isa Air
Geopolitical Digest from Mikhail Azhgirevich, July 6, 2026
Khamenei's Funeral Became the Largest in History — 12-15 Million People
The funeral ceremony for Ayatollah Khamenei was attended by 12 to 15 million people, making it the largest funeral in modern history — almost one million people gathered in Qom, a city with a population of 1.5 million. The scale of what is happening sharply contrasts with Trump's recent statements that Iranians allegedly hated their spiritual leader. The largest funeral in history is not the most convincing argument in favor of the theory of universal hatred toward the deceased.
Moscow Exchange Collapsed Below 2,200 Points — Lowest Since February
Geopolitical Digest by Mikhail Azhgirevich, July 2, 2026
Massive strike on Kyiv as the fuel war reaches Ukrainian territory
The Russian military launched a massive precision strike from air, land, and sea, targeting Kyiv's defense-industrial enterprises and fuel and energy facilities, as well as military airfields in five Ukrainian regions. The result: kilometer-long lines at Ukrainian gas stations and fuel shortages now reported in many cities across the country. The fuel crisis is no longer exclusively a Russian problem — Ukraine has its own version of the same lines.
Germany files charges against Ukrainian national in Nord Stream case
Germany's Federal Prosecutor's Office confirmed charges against a Ukrainian
Geopolitical Digest by Mikhail Azhgirevich — July 1, 2026
Russia begins importing gasoline from India as shortage officially acknowledged
Russia has started seaborne gasoline shipments from India to cover shortfalls following drone strikes on refineries — at least 60,000 tons have already been dispatched, with import plans reaching up to 400,000 tons per month from various countries, including Belarus. A country ranking fifth in the world for oil production is buying gasoline from India — and this is not a figure of speech.
Matviyenko urges calm, Novak promises balance
Matviyenko called for not exaggerating the fuel situation, acknowledging it as "difficult," while Novak promised prices would even out "as
Geopolitical Digest by Mikhail Azhgirevich - June 26, 2026!
Lavrov publicly humiliates Rubio - Alaska was an agreement, and everyone knows it
Lavrov delivered a detailed rebuttal to Rubio's claim that "Alaska produced only proposals": Putin read out the American initiatives point by point, Witkoff confirmed each one in the presence of Trump and Rubio - and to now claim "there was no agreement," Lavrov said, "comes across as not very elegant." This is diplomatic language for "you are lying and we can prove it" - stated on camera, in full, with names attached. Lavrov publicly called out Rubio - effectively accusing him of rewriting history in real time
Geopolitical Digest by Mikhail Azhgirevich - June 25, 2026!
Iran strikes again in Hormuz - the "peace agreement" has its own fine print
The IRGC Navy struck a vessel 7.5 nautical miles off the Omani coast - the tanker attempted to pass through Hormuz on an unapproved route without notifying the Persian Gulf Strait Authority. The U.S. learned of the strike through the newly established Hormuz de-confliction channel, with American officials reportedly responding: "What the fck man? What do you mean?" Hormuz is formally open - but Iran has clearly reserved the right to decide who passes and how. Iran signed peace and immediately installed its own toll
Geopolitical Digest by Mikhail Azhgirevich - June 23, 2026!
Putin offers peace talks - on 2022 terms
Putin announced readiness for peace talks with Ukraine "on the basis of the Istanbul agreements," adding the Anchorage principles, realities on the ground and his own 2024 Foreign Ministry address to the list of preconditions. This is not a new position - it is an old position in new packaging, presented at the moment Ukraine is striking deep inside Russia and receiving Western long-range weapons. Putin offers peace on terms under which Ukraine loses everything it has already lost. Negotiating generosity in full display.
Ukraine says Trump gave a green light for

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