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Demonstrators with US and Ukrainian flags rally near the U.S. Capitol ahead of President Donald Trump’s address to a joint session of Congress in Washington, D.C., USA, on March 4, 2025.
Explainer: Why did the US cut off critical military support for Ukraine this week?
Earlier this week, the US cut shipments of a number of weapons to Ukraine, including Patriot interceptor missiles, a critical part of Kyiv’s air defenses. Here’s a short guide to making sense of why that happened, and how it could affect the course of the Russia-Ukraine war.
What is a Patriot interceptor? It’s one of the world’s most advanced air defenses, able to shoot ballistic missiles out of the sky. The US-made system is sold to nearly 20 countries, and was first given to Ukraine in early 2023. The Patriot’s main theaters of action are Ukraine as well as in the Middle East, where it has protected US forces and Israel from ballistic missiles launched by Iran or Iran-aligned groups.
Why did the US stop sending them to Ukraine? Low stockpiles, evidently. Nearly two years of intense use in both Ukraine and the Middle East have crushed supplies of Patriot missiles, of which only about 500 are made annually, and drawn resources away from other critical weapons systems as well.
After the Trump administration bombed Iran’s nuclear facilities ten days ago, for example, American forces fired the largest salvo of Patriots “in history” to repel Tehran’s (well-telegraphed) retaliatory airstrikes on the US base in Qatar. That may have pushed supplies below critical levels, raising concerns about broader US weapons production capacity.
Still, this is a message to Ukraine, right? Even if concern about scarcity was the primary motivation, US President Donald Trump – who won the election in part on promises to cut aid for Ukraine and force both sides into a “deal” – has clearly hit Kyiv with the short end of the stick here.
It’s worth noting that the decision to cut the shipments to Ukraine reportedly came from Pentagon policy chief Elbridge Colby, a prominent China hawk who sees support for Ukraine as a distraction from challenging Beijing.
And that’s not the only China connection in this story. Amid a growing trade and technology war with Washington, Beijing recently banned the US-bound export of certain minerals that are essential in weapons manufacturing. Among them were gallium, antimony, and germanium, critical components of various weapons and ammunition systems, including the Patriot.
“To me, this is the most interesting untold story,” says Eurasia Group research director Marc Gustafson, a former national security intelligence chief, “mostly because the Pentagon cannot talk about it. China’s bans have been crushing for the US defense industry, particularly regarding the weapons the US has been providing to Ukraine and Israel.”
How badly will this decision hurt Ukraine? Kyiv called the announcement a “total shock.” At a moment when Russia has been launching its most ferocious – and increasingly indiscriminate – aerial assaults of the entire war, losing the Patriots will leave Ukraine’s cities and civilians vastly more exposed to the Kremlin’s missiles and drones.
But the move will have less effect on Kyiv’s primary goal of simply holding off Russia at the front lines, says Alex Brideau, Eurasia Group’s top Ukraine and Russia expert. “It’s not a back breaker,” he says. Still, if the Trump administration cuts to conventional ammunition last for any length of time, Ukraine could be in more serious trouble fast.
People followed by mourners carry the coffins of Azerbaijani brothers Huseyn and Ziyaddin Safarov, who died in Russian police custody, to a cemetery in Hacibedelli, Azerbaijan, on July 1, 2025, in this still image from video.
Hard Numbers: Russia and Azerbaijan tensions rise, Americans hit the road in record numbers, & More
2: Russia-Azerbaijan ties are fraying after the South Caucasus country said two Azeri brothers died last week after being tortured in Russian police custody. In retaliation, Azerbaijan has arrested half a dozen Russian state journalists working in the capital, Baku. The two former-Soviet countries generally get along but have had frictions over Azeri migrant labor in Russia, an Azerbaijan Airlines plane that was shot down over Russian airspace, and Moscow’s backing for Armenia in that country’s decades long conflict with Azerbaijan. The Kremlin said Azerbaijan was being “extremely emotional.”
87.1%: In the latest blow to free movement in Europe, Poland has introduced checks along its borders with Germany and Lithuania, partly a response to the surging number of people seeking first-time asylum in the country – the amount increased 87.1% from 2023 to 2024, more than any other country in Europe. The move is also a tit-for-tat measure, after Berlin introduced its own checks at the Polish-German frontier.
500: The war is going from bad to worse for Ukraine: After Russia launched over 500 drones and other missiles into its cities over the weekend, the United States halted a weapons shipment that was headed to Ukraine. The White House said it was putting its own interests first after lending military support to other countries.
14: With international demand for customer service centers soaring, is Africa ready to answer the call? Experts think so, predicting that the “Business-Process Outsourcing” industry will grow 14% annually on the continent in the coming years, nearly twice the global average. Anglophone African countries are particularly well positioned – the industry is growing nearly 20% per year in Kenya.
72.2 Million: A record 72.2 million Americans are set to travel domestically during the upcoming Fourth of July holiday weekend, according to the AAA, a nationwide motorists’ group. More than 60 million of them will be taking trips by car, driven – as it were – by the lowest summer gas prices since 2021 (and some fight delays).
US President Donald Trump speaks to reporters aboard Air Force One after departing early from the the G7 summit in Canada to return to Washington, D.C., on June 17, 2025.
Why hasn’t US inflation boomed?
When US President Donald Trump announced a swath of tariffs on virtually every US trading partner on April 2 – which he dubbed “Liberation Day” – most economists had the same warning: prices will rise. What’s more, Trump’s plan to deport millions of undocumented migrants and his adviser’s idea to weaken the US dollar would add to the buoyant pressure on prices.
Exactly three months on, those inflation distress calls appear to have been misplaced: the inflation rate was 2.4% in May, within touching distance of the Federal Reserve’s 2% target, and far below the rates seen in 2022 under former President Joe Biden – even with the dollar having its worst start to a year in over 50 years.
So why haven’t prices skyrocketed, as some economists warned?
First of all, not all the tariffs have even been imposed. When US treasury markets began to suffer following the announcement of “retaliatory tariffs,” Trump pulled back, pausing these extra taxes until July 9. What’s left of his new tariff policies are a 10% across-the-board levy – even these were briefly invalidated – a 55% rate on Chinese imports (down from 145%), and sectoral duties on goods like steel, aluminum, and auto parts. The US president has also allowed for a smattering of exemptions, most notably on smartphones and computers – those must have been a rotten Apple.
Secondly, businesses have made choices that have put a cap on price hikes.
Part of this is simply due to firms waiting for Trump to finalize his tariffs plans before they start passing on the higher costs to consumers, per University of Missouri economics professor Joseph Haslag.
“During the heyday of the negotiations, I don’t think anyone wanted to start raising prices until they knew what the final deal was going to look like,” he said.
Some of it is also thanks to forward planning. When Trump initially announced the tariffs, some firms stocked up on inputs before the duties came into effect. This has allowed them to hold prices as they continue to sell inventory that was purchased at pre-Liberation Day prices.
Finally, there are some economic factors that are putting downward pressure on prices, per Haslag. The economy is slowing, reducing demand and lowering inflation rates. What’s more, artificial intelligence may have already started helping firms to lower prices: it boosts worker and business productivity, allowing them to produce more in less time and at less cost.
Trump feels validated. The president will see the misguided warnings of high inflation as the latest example of the media and the “deep state” trying, and failing, to take him down – he lauded the low inflation rates during a May speech in Saudi Arabia. As such, he will feel that he has the green light to continue advancing other elements of his agenda, safe in the belief that any cautions from the “establishment” can be shot down as “fake news.”
Aren’t those “reciprocal tariffs” coming back though? Affirmative – they return just one week from now, and Trump’s plans are still up in the air. He has only negotiated one trade deal – with the United Kingdom – despite saying soon after “Liberation Day” that he had made 200. Treasury Secretary Scott Bessent hinted that there might be some flexibility on the timing, which would be in line with the president’s past actions.
“July 9 is not a drop-dead date on which tariffs are going to be implemented across the board,” said Haslag. “We’ve had other sorts of deadlines that have come and passed over the past few months with regards to tariffs.”
The chickens always come home to roost. For any political gains Trump may have made thanks to lower-than-expected inflation rates, this upcoming deadline for the reciprocals creates a major dilemma for Trump: either he “chickens out” again, as one columnist jokingly suggested, or he actually imposes these hefty duties. The Fourth of July celebrations this weekend may not be as expensive as once feared – will Americans be able to say the same for Labor Day, Thanksgiving, or even Christmas?As the Israel-Iran conflict dies down, the domestic battles reignite
It’s been just over a week since US President Donald Trump announced a ceasefire between Israel and Iran. Despite a brief exchange of bombs – and Trump’s f-bomb – in the immediate aftermath of this announcement, a tepid truce appears to be holding, even if questions remain about the extent of the damage to Iran’s nuclear facilities.
But how did the flare-up affect the domestic politics of each country involved? Let’s explore how the 12-day conflict affected the political fortunes of Israeli Prime Minister Benjamin Netanyahu, Iranian Supreme Leader Ali Khamenei, and Trump.
Israel: Netanyahu off the ropes, for now.
Three weeks ago, it looked like Netanyahu was staring into the abyss, with his coalition government on the verge of collapse. He survived the vote, then bombed Iran, destroying parts of its nuclear facilities and killing several senior military officials. As a coup de grace, he got the US to join the cause as well.
The data reflects that this was a success for the Israeli leader. Some 70% of Israelis supported the strikes, per one poll, and he also received an electoral polling bump.
Yet Netanyahu isn’t out of the woods – far from it. Though the fighting has ended with Iran, it continues in Gaza. It’s this conflict – and the failure to retrieve the remaining 50 Israeli hostages – that dominates Israel’s domestic politics right now, and it has put Netanyahu in a Catch-22, per Aaron David Miller, a former US diplomat who is now a senior fellow at the Carnegie Endowment for International Peace.
“He’s trapped between his right-wing coalition partners, and public opinion – but even more important, potentially, Donald Trump,” says Miller, referencing how Netanyahu’s right flank doesn’t want him to make a deal with Hamas, whereas the Israeli public and Trump do.
What’s more, Netanyahu still faces a corruption trial. Miller noted that Israel’s judicial branch hasn’t been afraid to imprison the top public officials – former Prime Minister Ehud Olmert served 16 months in jail for bribery – so “this is not an academic matter” to the incumbent leader.
Still, the aura of success surrounding his Iran mission has changed things for him. And with the next election not due until the fall of 2026, he has room to breathe, politically.
“There’s no doubt that his brand has been enhanced tremendously,” says Miller. “He’s probably under less pressure now than at any time since the government was formed in December 2022.”
Iran: Khamenei is down but not out.
The Supreme leader is “categorically weaker” than he was before the conflict, says Dr. Saram Vakil, an Iran expert at the London-based think tank Chatham House.
The reasons are clear: the war significantly damaged Iran, and exposed its military vulnerability. The Islamic Republic lost control of its own skies, its nuclear facilities were heavily damaged. Its response to Israel inflicted little damage, and, after the US airstrikes, Tehran responded with a feeble, face-saving wave of airstrikes against the US base in Qatar – and they reportedly told Trump ahead of time.
Khamenei tried to claim victory, saying that Tehran had “dealt a severe slap to the face of America,” in his first public address after the ceasefire was announced. However, the 86-year-old “looked very diminished” in the video, per Vakil. He was reportedly hastening succession talks during the conflict while hiding in a bunker.
In a bid to quell any potential uprising and maintain the regime’s existence – Khamenei’s top priority – the Islamic Republic has turned to a familiar tactic: mass arrests, executions, and military deployments. Boosting the public’s support for the regime, though, will require a lot more work.
“He has long been criticized, and I think long been held as responsible for the economic stagnation [and] the country’s standoff with the international community. He’s not a bold leader,” Vakil said of the Ayatollah. “There are no clear or easy avenues for him personally or for the state to re-legitimize themselves.”
There is a saving grace for Khamenei: Iran’s powerful military – the Islamic Revolutionary Guard Corps – is unlikely to overthrow him, per Vakil, and his nuclear facilities remain somewhat intact, at least according to one intercepted call. The supreme leader is down, but not yet out.
United States: Trump celebrates, but also treads carefully
Though initial intelligence assessments were mixed about the extent of the damage to Iran’s nuclear facilities, no American troops died during the attacks and Iran’s immediate response was minor and contained. That seemed to put to rest dire warnings, including from within Trump’s own MAGA camp, that involving the US in another Middle East war would, in the words of former Trump adviser Steve Bannon, “tear the country apart.”
But if the mission didn’t rip up the country, it also hardly united it, according to Larry Sabato, a US politics professor at the University of Virginia.
“Look at the surveys. There’s almost always a rally-around-the flag effect [after a war]. Not this time!”
A CNN/SRSS poll found that just 44% of Americans supported Trump’s strikes on Iran. But his approval ratings – currently in the low 40s – were unmoved by the mission, suggesting that in the end, the relatively limited military engagement has had little political effect.
In fact, if there is something Middle East-related that could cause significant damage to Trump’s ratings, per Sabato, it would be the US getting more involved in the conflict – something few Americans want.
As such, the US president would be wise not to invest too much energy in resolving tensions between Israel and Iran, meaning he will have to work hard to preserve a shaky peace between two bitter adversaries
“Trump’s not going to be the next FDR,” Sabato told GZERO, referencing President Franklin D. Roosevelt’s prominence in the American imagination as a great statesman of both war and peace. “Biden made that mistake – thinking he would be the next FDR – but I don’t think that Trump’s going to be that stupid.”A banner announces the construction of a photovoltaic solar farm in Cabaiguan, Cuba, on May 21, 2025.
HARD NUMBERS: China becomes top Cuba benefactor, Canada backs down, & More
55: China is financing 55 new solar power projects in Cuba this year, the latest sign of how it is overtaking Russia as the crisis-wracked island’s main benefactor. Some of Moscow’s recent projects in the communist country have stalled: a Russian firm pledged two years ago to revitalize a sugar mill that once employed 2,000 people, but it still sits idle.
3%: In a win for US President Donald Trump, Canada walked back on its 3% Digital Services Tax that prompted the United States to suspend trade talks on Friday. The tax, which disproportionately affected American technology firms, was set to take effect on Monday.
71: Israel’s strike last Tuesday allegedly killed 71 people at a notorious detention facility in Tehran, per Iranian State Media. The prison houses thousands of political prisoners, including opposition politicians, journalists, and activists.
4,000: More than a third of Tuvalu’s population – around 4,000 residents – have applied for a landmark ‘climate visa,’ which grants Australian residency to migrants from Pacific Island nations battling rising sea levels. NASA scientists expect that the country’s main island, home to 60% of the population, will be fully submerged by 2050.
$80,000: US Homeland Security Secretary Kristi Noem reportedly re-routed $80,000 in political donations to a newly established personal company during her time as South Dakota’s governor in 2023. Noem’s lawyer said she “fully complied with the letter and the spirit of the law.”European Commission President Ursula von der Leyen during the European Council summit at the headquarters of the European Council, in Brussels, Belgium, on June 26, 2026.
Hard Numbers: European leader faces no confidence vote, Sheinbaum wants to sue SpaceX, & more
401: European Commission President Ursula von der Leyen faces a no-confidence vote over “Pfizergate,” a scandal over how she secured vaccines in 2021 by personally texting Pfizer’s CEO. It would take an unlikely 401 votes in the 720-strong European Parliament to oust her, but the vote may push her to make political concessions to both the left and right to shore up support.
25: Mexican President Claudia Sheinbaum is threatening to sue Elon Musk’s SpaceX for debris from ground tests near the Mexican border. Her move comes after the US government in May increased the permitted number of annual SpaceX launches from 5 to 25, despite concerns about adverse effects on the environment.
2: Two Chinese international students studying in South Korea were arrested on Wednesday for using drones to film a US carrier at a naval base. They were accused of violating the Protection of Military Bases and Installations Act, and it’s the first time foreign nationals have been detained on such charges. South Korea’s new left-leaning president has sought to distance Seoul from Washington somewhat, raising the prospect of greater tension between its largest security partner, the United States, and its largest trading partner, China.
6-3: In a 6-3 vote, the US Supreme Court ruled on Thursday that Planned Parenthood cannot sue the state of South Carolina over its effort to defund the reproductive health clinics. Abortion is legal in South Carolina only during the first six weeks of pregnancy, but the decision is expected to diminish Planned Parenthood’s ability to provide other healthcare to patients, like physical exams and cancer screenings.
US President Donald Trump says that both Israel and Iran “don't know what the fuck they are doing” after violations of the ceasefire take place. Trump makes these remarks to the press as he boards Marine One for a trip to the NATO Summit on June 24, 2025.
Israel-Iran ceasefire: will it hold?
The Iran-Israel ceasefire that US President Donald Trump announced yesterday evening is hanging by a thread this morning. The Israelis accused the Islamic Republic of firing missiles at them after the ceasefire deadline, and Israel responded, striking a radar system near Tehran. Trump is big mad – four-letter-word mad, even.
Can Trump keep the peace? The US president spoke with Israeli Prime Minister Benjamin Netanyahu on Tuesday morning, urging him not to strike further at Iran. Israel’s initial riposte was limited, suggesting Netanyahu is OK with the truce for now, even if he might still like to weaken the Iranian regime further. Iran, for its part, seems to have little interest in continuing to fight – its missile arsenal is depleted, its launchers destroyed, and senior military leadership have been assassinated.
But tensions between all sides remain high. Tuesday morning’s flare-ups suggest Trump still has his work cut out if he wants to maintain a longer-term truce.
Iran's retaliation shows strategic weakness
In his latest Quick Take, Ian Bremmer unpacks Iran’s carefully calibrated retaliation against the United States after a major American strike on its nuclear program. Tehran launched missiles at a massive US base in Qatar, but warned Washington ahead of time, resulting in no casualties.
“It shows incredible weakness on the part of the Iranian government,” Ian notes, emphasizing the Islamic Republic’s desire to avoid provoking further US escalation.
Ian calls the moment “the biggest foreign policy win for President Trump” so far in his second term, as Iran appears increasingly isolated and risk averse. He also highlights how the regime's top leadership is in hiding, further hampering its ability to coordinate or negotiate.
While the immediate threat of escalation has eased, Ian still warns that “rogue actors” within Iran’s military still pose a risk. For now, though, oil prices are down and the region is holding its breath.