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What We’re Watching: Trump threatens Nigeria, Jihadis surround Mali’s capital, Latin Americans back US-led regime change in Venezuela
Farmers proceed to their fields for cultivation under Nigerian Army escort while departing Dikwa town in Borno State, Nigeria, on August 27, 2025. Despite the threat of insurgent attacks, farmers in Borno are gradually returning to their farmlands under military escort, often spending limited time on cultivation.
Trump threatens hit on Nigeria over plight of Christians
US President Donald Trump on Saturday threatened military action against Nigeria, Africa’s most populous country, over the government’s alleged failure to protect Christian communities, who make up nearly half of the country’s 231 million people. Nigerian President Bola Tinubu rejected the claims, which echo a growing concern about anti-Christian violence among the American right, though his adviser said he’d “welcome US assistance” in combating jihadist insurgencies such as ISWAP, which have targeted Christian communities. In addition, there has been a surge in sectarian violence in Nigeria this year, a result of intensifying competition for land and resources between farmers, who are typically Christian, and herders, who are mostly Muslim.
Mali on verge of succumbing to jihadis
Meanwhile, in nearby Mali, jihadis have surrounded and blockaded the capital of Bamako, starving the city’s four million residents of fuel. The militants are now on the cusp of taking power from the Russian-backed military junta there. This is the latest twist in a 13-year long conflict that has featured three military coups, a French invasion, a Russian intervention, a French withdrawal, and a notorious jihadi leader nicknamed “One-Eyed Nelson.” The rise of an ultraconservative jihadist caliphate would subject Mali’s people – especially its women – to immense hardship, while also threatening to create a fresh refugee crisis that could ripple towards Europe. It would also mark a fresh setback for Russia, and could boost jihadist groups that have sprouted in neighboring Burkina Faso and Niger.
Split-screen on regime change in Venezuela
Nearly half of Americans oppose US-led regime change in Venezuela, and just 18% support it, a YouGov poll says. But people in the region see things differently, according to a multi-country Bloomberg study that shows 53% of respondents want Tío Sam to knock out Venezuelan strongman Nicolás Maduro. Mexico is the only country where opposition surpasses support for the idea. Within Venezuela? A plurality said they “don’t know.” The US has recently been striking boats it says belong to drug traffickers tied to the Venezuelan regime. But with more US warships in the region than at any time since the 1989-1990 invasion of Panamá, many are wondering if Maduro’s regime itself is the eventual target. (For more on what that could look like, see here.)
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.
Listen: US President Donald Trump has been piling the pressure on Russia and Venezuela in recent weeks. He placed sanctions on Russia’s two largest oil firms and bolstered the country’s military presence around Venezuela – while continuing to bomb ships coming off Venezuela’s shores. But what exactly are Trump’s goals? And can he achieve them? And how are Russia and Venezuela, two of the largest oil producers in the world, responding?
GZERO reporters Zac Weisz and Riley Callanan discuss.
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.
Russian President Vladimir Putin chairs a meeting with members of the Security Council via video link at the Kremlin in Moscow, Russia, on October 24, 2025.
It’s been a tumultuous couple of weeks for US-Russia relations.
Two weeks ago, US President Donald Trump was considering handing Tomahawk missiles to Ukraine, which would allow Kyiv to strike deep into Russian territory. But, following a phone call with Russian President Vladimir Putin on Oct. 16, Trump decided to chop the Tomahawk plan, and announced a meeting with his Russian counterpart.
That quickly fell apart, though – reportedly because negotiations over a ceasefire deal had stalled – and by Oct. 23, an agitated Trump announced that he was sanctioning Russia’s two largest oil companies, Rosneft and Lukoil, which together produce half of Russia’s oil. This was a step that even the Biden administration refused to take, largely over fears that oil prices would spike, driving up inflation.
Now, combined with Biden-era sanctions on Gazpromneft and Surgutneftegaz, the US has blacklisted Moscow’s four largest crude producers.
There’s just one problem, per Eurasia Group’s Russia expert Alex Brideau.
“The new US sanctions are most likely insufficient to change Putin’s strategy in the war against Ukraine,” said Brideau. “The full effect will depend, in part, on whether the largest importers of Russian oil, India and China, halt these purchases.”
Will China and India halt purchases? Here’s the thing: they just might. This would be devastating for the Kremlin: the two countries combined currently purchase more than 80% of Russia’s crude exports, per the Centre for Research on Energy and Clean Air. What’s more, the oil & gas sector is vital to Russia’s government purse – it’s responsible for 30-50% of total budget revenues.
Even absent any pressure from the government to comply or ignore the sanctions, Chinese refiners are already looking elsewhere, per Eurasia Group’s Practice Head for China David Meale.
“I think there is no chance that China will push its firms to comply with the sanctions for the purposes of improving bilateral relations,” said Meale. “However, their major oil companies have already curtailed purchases due to how the threat of sanctions affects their other international interactions.”
India, meanwhile, has until now resisted Trump’s direct pressure to stop buying Russian oil, in part because it wants Moscow to stay neutral if China-India tensions flare up again. With the new US sanctions in place, though, it could be a different story.
“The sanctions on the two largest Russian oil firms have certainly changed the situation,” said Ashok Malik, partner and chair of The Asia Group’s India practice. “I would expect Russian oil purchases to decline significantly — at least in the medium run — should these measures be carried through.”
It seems the process has already begun: Reuters reported last week that Indian oil refiners are poised to halt purchases of Russian oil.
“A near-total halt in Russian crude imports by late November appears inevitable – not out of political alignment, but because continuing would endanger India’s economy itself,” Ajay Srivastava, founder of the Delhi-based Global Trade Research Initiative, told GZERO.
In a sign that the sanctions are already hurting Russian crude firms, Lukoil unveiled a plan yesterday to sell off its foreign assets.
So it looks like Moscow is in trouble? There are signs that the attritional war is starting to take a toll on the Russian economy, which had been remarkably resilient over the first three years of the war. The International Monetary Fund forecast that the Russian economy will expand by less than 1% this year – it grew over 4% in each of the last two years. Inflation has remained stubbornly high at around 8%. And Russians are becoming less optimistic about whether economic conditions are improving in their area, per a Gallup poll.
“Over a longer period of time,” said Brideau, “these trade-offs may become too difficult for the state to manage.”
A stubborn (Moscow) mule. If there is one last reason that Russia will continue this war, it’s Putin. The Russian leader has displayed an extraordinarily high threshold for pain on the battlefield: his army has suffered huge losses and is advancing in Ukraine at a snail’s pace, yet he has shown no willingness to compromise on his main war objectives. He believes that Ukraine belongs to Russia, and that NATO shouldn’t be continuing to expand along Russia’s border.
If this high pain threshold applies to economic suffering, too, then these sanctions won’t stop the war any time soon.
“Politically, Putin remains strongly committed to his objectives in Ukraine,” said Brideau. “He is willing to risk the long-term health of the Russian economy to pursue these goals.”
Hard Numbers: Italian pacifists stall EU ammo, Israel and Hamas at odds over hostage remains, Former Malian PM gets jail sentence, & More
Troisi Theater in Fuorigrotta during the presentation of the Five Star Movement's candidate lists for the Campania region, with the presence of Presidential Candidate Roberto Fico and former Prime Minister Giuseppe Conte.
13: The Israel-Hamas ceasefire again hangs by a thread as Israeli Prime Minister Benjamin Netanyahu said Tuesday that the remains of an Israeli hostage returned overnight belonged to another body recovered by Israeli forces two years ago. The remains of 13 hostages remain in Gaza, Hamas says it is struggling to find their bodies amid the rubble.
2: A Malian court sentenced former Prime Minister Moussa Mara to two years in prison after he criticized the military government for harming the country’s democracy, Mara’s lawyer said on Monday. President Assimi Goïta has reportedly cracked down on dissent ever since seizing power in a 2021 coup.
18: An instant classic, last night’s game three of the World Series between the Los Angeles Dodgers and the Toronto Blue Jays ran to an astounding 18 innings, lasting more than six hours before the Dodgers’ Freddie Freeman hit a walk-off home run to win it. No word yet on how this affects frozen US-Canada trade talks.
14,000: Amazon will cut about 14,000 corporate jobs as it leans further into AI to streamline operations. The company plans more layoffs next year, citing over-hiring during the pandemic and broader plans to reshape Amazon’s workforce.
