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Russia/Ukraine
President Trump misinterpreted Vladimir Putin’s comments about nuclear-powered weapons; he reportedly ordered preparations to test US nuclear weapons, sparking Russia and North Korea to signal they might do the same.
Bildt explains how this confusion could reverse 35 years of progress in limiting nuclear tests and destabilize an already volatile world on GZERO Europe.
What We’re Watching: Orbán seeks Russian oil carveout from Trump, Nigerien uranium to pass through risky area, Israel hits southern Lebanon
US President Donald Trump and Hungary's Prime Minister Viktor Orbán shake hands as they pose for a photo, at a world leaders' summit on ending the Gaza war, amid a US-brokered prisoner-hostage swap and ceasefire deal between Israel and Hamas, in Sharm el-Sheikh, Egypt, on October 13, 2025.
MAGA’s European hero comes to Washington – with a mission
Hungarian Prime Minister Viktor Orbán will visit the White House today to try to convince US President Donald Trump to allow him to continue purchasing Russian oil despite new US sanctions on Russia’s two largest oil firms. Oil refineries in China and India – the largest two buyers of Russian oil – are already exploring alternatives. But Orbán is hoping he can leverage his personal and ideological connection to Trump to gain a carveout. Landlocked Hungary relies on Russian pipelines for nearly 90% of its oil, though other non-Russian import routes via the Balkans are also possible. With the opposition surging ahead of next April’s election, there’s a lot on the line for Orbán. Will Trump give his mate a favor, or put his foot down?
Will Nigerien uranium reach Russia?
French officials believe Russian nuclear giant Rosatom struck a $170-million deal with the ruling military junta in Niger to purchase 1,000 tons of uranium from a mine formerly run by a French firm. The reported deal is the latest sign of Russia’s growing influence in the region, at the expense of the former colonial power, France. The greater concern with this purchase, though, could be that the uranium will have to pass through areas of Burkina Faso that are controlled by jihadist groups. Islamist militants are gaining momentum in West Africa – they have the Malian capital surrounded – sparking concern among governments in the region.
Israel attacks southern Lebanon
Israel temporarily breached its ceasefire deal with Lebanon on Thursday, issuing evacuation orders before bombing buildings in southern Lebanon it claimed were a part of Hezbollah’s military infrastructure. One person was killed and three were injured, per media reports. The Israeli military said the strikes were due to Hezbollah rebuilding its military capabilities, despite the Lebanese government agreeing to disarm the group. Fears are rising in Lebanon that Israel may resume major airstrikes if Hezbollah doesn’t give up its weapons soon, but Lebanon's government worries about inflaming local tensions if they push Hezbollah too aggressively.
What We’re Watching: Milei sticks to his guns, Putin gets ready to test, Central Asia comes to Washington
Argentina's President Javier Milei gestures after the La Libertad Avanza party won the midterm election, which is seen as crucial for Milei's administration after US President Donald Trump warned that future support for Argentina would depend on Milei's party performing well in the vote, in Buenos Aires, Argentina, on October 26, 2025.
Argentina’s Milei says no float just yet
Argentine President Javier Milei says he still won’t float the peso freely, signaling he’ll continue to spend his country’s central bank reserves to artificially manage the exchange rate until the 2027 presidential election. Why is that a big deal? Just last month, ahead of the midterm elections, Milei got $2 billion from the United States – as well as a $20 billion credit line – to shore up dwindling reserves. Keeping the currency strong is part of his broader effort to bring down inflation, which includes taking a chainsaw to government spending. But investors expected that after the midterms – which he won handily – he’d move in a more market- friendly direction, letting the peso float. So much for that. If the policy puts reserves in danger again, will the self-styled “anarcho-capitalist” president get another bailout from Tío Sam?
Putin signals he’s ready to match any new US nuclear tests
Just days after US President Donald Trump announced that the Pentagon would resume nuclear testing – without going into some key details – Russian President Vladimir Putin signaled he is ready to do the same, asking members of his security council yesterday for proposals. Neither country has tested a nuclear warhead in decades, although both still test and maintain delivery systems such as rockets and missiles. A return to actual warhead testing could provoke a dangerous new arms race at a time when arms control agreements are already withering fast. For more, see our recent report here.
The ‘stans come to stan Trump
The leaders of the five Central Asian republics – can you name them? – will meet with Trump at the White House today. Russia has long dominated the resource-rich former-Soviet region, but China has made significant commercial inroads in recent years. Trump is seeking greater US access to critical minerals and other resources there, while the Central Asians – wary of both Russian intentions and China’s heft – are keen to diversify their economic and security ties. (Btw, the five are: Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan. Did you get ‘em all?)
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).
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.