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What We’re Watching: Some Americans head to the polls, German U-turn on Syrian asylum policy, Russia may have to find new oil buyers
Democratic candidate for New York City mayor, Zohran Mamdani, votes in the New York City mayoral election at a polling site at the Frank Sinatra School of the Arts High School in Astoria, Queens borough of New York City, USA, on November 4, 2025.
It’s Election Day in the United States
It’s the first Tuesday after Nov. 1, which means it’s US election day. Key ballots to watch include the mayoral race in New York City – where democratic socialist Zohran Mamdani is poised to pull off an upset that will echo into national level politics – as well as state Supreme Court races in Pennsylvania, and ballot initiatives on gerrymandering in California. Don’t forget about the New Jersey governor election either, where GOP nominee Jack Ciattarelli is looking to eke out a victory against Democratic nominee Mikie Sherrill. New Jersey was once reliably blue but has been getting more purple in recent years: in 2020 Joe Biden won it by 17 points, but Donald Trump lost by just four last year.
Germany to end asylum for Syrians
German Chancellor Friedrich Merz says Syrians no longer have grounds for political asylum in his country now that the Syrian civil war is over. Merz called for a repatriation program to ease burdens on Germany and accelerate the rebuilding of Syria, though the United Nations warns Syria still isn’t ready to absorb a large population of returnees. It was exactly ten years ago that Chancellor Angela Merkel declared “Wir schaffen das” (we can do it), establishing a generous asylum policy that welcomed in more than a million Syrians fleeing their country’s horrific civil war. A decade later, with the war over and the far right surging on anti-immigrant backlash, Merz is now saying, “Wir schaffen das nicht.”
Is India buying less Russian oil?
Last month, Trump announced sanctions on Russia’s top two oil companies, in a bid to squeeze the Kremlin’s war effort by scaring off major crude buyers like India and China. Is it working? Preliminary data show India’s imports of Russian oil actually increased slightly in October compared to September. But wait, there’s more: India’s purchases in the second half of October plummeted compared to the first half. That may have something to do with the fact that Trump announced the sanctions on Oct. 23. They don’t take effect until later this month, so we’ll be watching to see what the November data tell us. With Chinese firms now also reportedly exploring alternative sources of oil, Russia may in fact start feeling the effects of US sanctions (for more on this, and whether it would change his approach to Ukraine, read here).
Hard Numbers: Dick Cheney dies, China sentences Myanmar scammers to death, Jamaica town left in ruins, OpenAI splashes cash on computing power
Then-Republican vice presidential candidate Dick Cheney points out something to then-Republican presidential candidate George W. Bush during a campaign stop in Casper, Wyoming, on July 26, 2000.
84: Former US Vice President Dick Cheney, a powerful and controversial leader who had outsized influence as President George W. Bush’s second-in-command, died on Monday at 84. Cheney was best known for pushing the 2003 invasion of Iraq, using flawed intelligence to justify the decision. His critics would later call him a war criminal. A stalwart of Wyoming and Republican politics, Cheney came to reject his own party after the rise of Donald Trump.
90%: As Jamaica continues to assess the damage from Hurricane Melissa, one town has found itself hit especially hard. In Black River, a town on the south of the Caribbean island, 90% of the homes have been destroyed. The power is still out in the town, phones are down, and food supplies are running out.
5: A Chinese court handed down death sentences to five members of a major Myanmar mafia as part of a larger crackdown on scamming in Southeast Asia. The convicts had run schemes worth billions of dollars involving human trafficking, fraud, sexual slavery and murder of Chinese citizens. Myanmar had extradited the scam leaders to Beijing early last year.
$38 billion: As part of its tireless, and expensive, race to to secure computing power, OpenAI signed a $38-billion deal with Amazon Web Services (AWS) that will allow the loss-making AI firm to use AWS infrastructure to run its products. OpenAI has now committed to spending an eye-watering $1.5 trillion on computing resources.
Hard Numbers: Hamas returns three more hostage bodies, Tanzanian prez win reelection after quashing opposition, Another earthquake strikes Afghanistan, & More
A Palestinian Hamas militant keeps guard as Red Cross personnel head towards an area within the so-called “yellow line” to which Israeli troops withdrew under the ceasefire, as Hamas says it continues to search for the bodies of deceased hostages seized during the October 7, 2023, attack on Israel, in Gaza City, on November 2, 2025.
3: On Sunday, Hamas handed the Israeli military the remains of three more hostages held in Gaza. The militant group said it had found them that same day in some of its tunnels beneath southern Gaza. Israel confirmed that the bodies belong to three deceased hostages, meaning there are now eight unreturned bodies left in Gaza. Returning all the bodies is a key condition for the fragile Hamas-Israel ceasefire.
98%: Tanzanian President Samia Suluhu Hassan was declared the winner on Saturday of the East African country’s election with 98% of the vote. Several opposition leaders were barred from running and detained, and the government shut down the internet in the run up to the election in a bid to quash unrest.
6.3: A 6.3-magnitude earthquake struck northern Afghanistan early Monday morning, killing at least 20 people and leaving hundreds injured. The quake also caused a power outage across the country, including in the capital Kabul, as electricity lines running from Tajikistan and Uzbekistan were damaged. It’s the second major earthquake to hit Afghanistan in the last few months.
$9.6 billion: Humans’ attention spans are getting short. How short? Chinese media studios are rushing to create “mini-drama” series where each episode lasts two minutes or less. The industry is flourishing, and is forecast to reach $9.6 billion (CN¥68.6 billion) in size this year. This would exceed China’s traditional box office.
US President Donald Trump (sixth from left) and Japanese Prime Minister Sanae Takaichi (seventh from left) arrive at the nuclear-powered aircraft carrier USS George Washington (CVN-73) in Yokosuka City, Kanagawa Prefecture, Japan, on October 28, 2025.
Last Thursday, US President Donald Trump announced that Washington will restart nuclear-weapons testing, raising fears that it could end a 33-year moratorium on nuclear-warhead testing.
“Because of other countries (sic) testing programs,” Trump said, “I have instructed the Department of War to start testing our Nuclear Weapons on an equal basis. That process will begin immediately.”
What is nuclear testing? Nuclear powers – including the US, Russia, and others – test missiles and other delivery systems regularly. Russia has recently been developing new cruise missiles and underwater drones that are nuclear capable. However, no nation other than North Korea has been confirmed to test a nuclear warhead in over three decades. In an interview aired Sunday on CBS, Trump claimed, “Russia’s testing, and China’s testing, but they don’t talk about it.” Both countries deny the allegation. International agreements from the 1960s ban nuclear testing.
What tests will the US actually conduct? On Sunday, Energy Secretary Chris Wright told Fox News, “I think the tests we’re talking about right now are systems tests... These are not nuclear explosions. These are what we call noncritical explosions.”
Why announce testing now? Trump made the announcement just prior to meeting Chinese President Xi Jinping in South Korea last Thursday. In the past five years, Beijing has doubled its nuclear arsenal to 600 weapons, and the Pentagon estimates that China will have more than 1,000 by 2030. According to the Federation of American Scientists, the US and Russia are still the top two nuclear powers with 5177 and 5459 respectively.
Vice President JD Vance said all three countries have a large nuclear arsenal and that “sometimes you’ve got to test it to make sure it’s functioning and working properly.”
The move comes amidst a disintegrating arms control regime. In the 1970s and 80s the US and the USSR sought to limit the growth of their nuclear arsenals through the Strategic Arms Limitation Talks (SALT) I and II and the INF treaty, which reduced total warhead count and eliminated the development of ground-launched nuclear missiles with ranges of 500 to 5,500 kilometers. In the 1990s and 2000s, the US and Russia concluded three Strategic Arms Reduction Treaties (START) Treaties, ultimately capping the number of deployed strategic warheads at 1,550 each.
But in recent years arms control has been unravelling. In 2019, the US withdrew from a treaty that outlawed intermediate range nuclear missiles, because it said Russia had been violating the pact. Four years later, Moscow suspended its participation in START II and resumed testing nuclear weapons delivery systems.
What risks lie ahead? Trump wants to conduct as many tests as Russia and China “within five years,” which could spur both nations to increase their testing to remain competitive. Daryl Kimball, director of the Arms Control Association, warned that Trump's announcement could “trigger a chain reaction of nuclear testing by U.S. adversaries, and blow apart the nuclear Non-Proliferation Treaty.”
Ending the “testing taboo” could also encourage smaller nuclear nations like North Korea, Pakistan and India, and aspiring nuclear powers like Iran, to engage in testing as well.
And even if testing is confined to new delivery systems alone, the race to develop new, stealthier and more destructive nuclear missiles, rockets, and drones is likely to accelerate.
All of this has scientists considering advancing the hands of the so-called “doomsday clock.” Currently, they sit at 89 seconds to midnight – the closest they have ever been.
What We’re Watching: King’s brother loses royal title, Japan-China tensions surround leaders’ summit, Deadly Rio raid becomes national political issue
Prince Andrew – now Andrew Mountbatten Windsor – leaves Buckingham Palace on the day of King Charles' coronation ceremony, in London, United Kingdom, on May 6, 2023.
Epstein scandal takes down the king’s brother
Prince Andrew is now just Andrew Mountbatten Windsor, after Buckingham Palace stripped King Charles III’s younger brother of his royal titles on Thursday night. The move was caused by Andrew’s relationship with child sex offender Jeffrey Epstein and the ex-prince’s alleged relations with the late Virginia Giuffre when she was a teenager. He will also have to leave his royal home in Windsor. Andrew’s public demise began in 2019, when he had a disastrous interview with the BBC – the interview even became a subject of a film. Despite losing his title, Andrew remains eighth in line to the throne. The Epstein scandal has forced major exits in the UK, but not in the US – could that change?
Cordial Xi-Takaichi meeting masks simmering Japan-China tensions
Is Japan’s new Prime Minister Sanae Takaichi the Viktor Orban of the Pacific? While Takaichi said she “spoke frankly” to Chinese President Xi Jinping on Friday about Beijing’s rare-earth export curbs, aggression in the East China Sea, and human-rights abuses in Xinjiang and Hong Kong, the two leaders also agreed to pursue “constructive and stable ties.” Like her ultra-conservative Hungarian counterpart, Takaichi appears to be building a close relationship with US President Donald Trump while engaging with Beijing – no small feat as tensions heat up in the Indo-Pacific.
Deadly Rio raid becomes national political issue in Brazil
Many of the bodies are still being identified, but the staggering death toll of this week’s raid by police on drug traffickers in a Rio de Janeiro favela has already become hotly politicized. The move against the powerful Comanda Vermelha gang was the deadliest in Brazil’s history: 160 people are dead, including four police officers. Politicians on the right praised the operation, while those on the left – including President Luiz Inácio Lula da Silva – have denounced traffickers but questioned the effectiveness of violent crackdowns. The issue will surely shape next year’s presidential election, with crime a top concern for voters. Lula recently announced that he will seek a fourth and final term.
US President Donald Trump and Chinese President Xi Jinping talk as they leave after a bilateral meeting at Gimhae International Airport, on the sidelines of the Asia-Pacific Economic Cooperation (APEC) summit, in Busan, South Korea, on October 30, 2025.
After months of escalating tensions, US President Donald Trump and Chinese President Xi Jinping reached a trade truce at their meeting in South Korea on Thursday.
What was agreed? The two sides each delayed imposing further tariffs, with Trump reducing the overall US tariff rate on China to 45%. China agreed to drop its rare earth export ban, while the US may allow China to purchase advanced semiconductors again. That’s not all: the two countries suspended port fees, China pledged to started buying American soybeans again, good news for American soy farmers who have lost market share to Brazil.
What didn’t the meeting resolve? There was no update on terms for the sale of TikTok to American buyers, and the two sides also didn’t discuss Chinese access to the most powerful US-made microchips. More broadly, Trump and Xi didn’t appear to come to any resolution on Washington’s longer-term issues, such as the US trade deficit with China, concerns about Chinese theft of US intellectual property, or the defense of Taiwan – which the US still supports against Beijing’s claims of sovereignty.
Nuclear tensions start to simmer. The US commander-in-chief announced on Thursday that he had ordered the Pentagon to start testing nuclear weapons “on an equal basis” with Russia and China. The US hasn’t tested a nuke since 1992, and is party to a 1996 treaty with Moscow and Beijing that bars such actions. Testing is unlikely to start soon, in part because of safety concerns but also because most National Nuclear Security Administration are furloughed right now due to the government shutdown.
What about Ukraine? Trump said that Ukraine “came up very strongly” during the meeting with Xi, but did not elaborate, and gave no indication that the two men had discussed the impact of recent US sanctions on Russia’s two largest oil producers. Chinese refineries – the largest buyers of Russian crude – have reportedly begun to explore alternative sources (read more here).
Scoring the showdown: who won?? “Nobody has the upper hand,” said Eurasia Group’s Practice Head for China David Meale. “What both sides have instead is an understanding that each is capable of triggering the other’s intolerable pain points – and therefore a path must be struck between them.”
But, Meale added, “China must feel more satisfied than the US about where it is compared to the beginning of 2025,” in part because Beijing has stood up to Trump’s “Liberation Day” tariffs and identified a “potent leverage tool through rare earths export controls.”
Overall assessment of the meeting? Trump couldn’t have been more pleased, saying, “On a scale of 1 to 10, the meeting with Xi was 12.”
Meale was a little more equivocal.
“I would put it at a seven out of 10.”
President Trump has directly sanctioned Russia for the first time since retaking office, over President Putin's refusal to come to the negotiating table on Ukraine. It's a move aimed at weakening Putin’s war economy, says Eurasia Group's Gregory Brew, but one that could have ripple effects from Beijing to the US gas pump.
Trump is getting tough on Russian oil, but to have a real impact on Putin, he'll likely have to go further, which could undermine his big trade deals and push up gas prices. Here at home, US President Donald Trump is running out of patience with Vladimir Putin who refuses to return to the negotiating table for a ceasefire in Ukraine.
Last week, Trump took the surprising step of putting sanctions on two of Russia's largest oil companies, the first time the US has directly sanctioned Russia since he became president. Now, in theory, these sanctions should prevent Russia from selling oil to its two biggest customers, India and China, who together take more than two-thirds of Russia's crude oil exports an important source of income for Putin's war in Ukraine. But as ever, the devil is in the details.
Russia has been facing sanctions and other Western measures to disrupt its crude exports for years now, and it will probably find a way around these new sanctions if the US doesn't keep up the pressure. That means more sanctions will be necessary, not just on Russia, but on its customers. Secondary sanctions on Indian and Chinese refiners who have been buying Russian crude would help cut off the flow, but there could be blowback. Sanctions could anger the Indian and Chinese governments, undermining Trump's efforts to secure big trade deals with Beijing and New Delhi.
And even if some or all of Russia's customers decide to stop taking its oil, Trump could feel the pain back at home. The disruptive impact on Russia's crude oil exports could push up oil prices, which would, in effect, raise the price of gasoline in the United States. That means that after this big initial blow, Trump is likely to take it slow. He'll look to India to voluntarily back away from Russian oil to the EU to put on some new sanctions of its own, and finally to Putin to return to the negotiating table or risk tougher sanctions ahead. As ever, Trump will look to accomplish his goals without causing a big shock to oil prices. It's a delicate balancing act that Trump will have to manage as he tries to avoid nasty economic shocks that could undermine his position back at home.