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Geopolitical Developments & Conflict Impact

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U.S. pulls its last aircraft carrier from Asia as Iran war reshapes global naval posture

The Trump administration has withdrawn the last U.S. aircraft carrier stationed in Asia as military demands from the Iran conflict and the Western Hemisphere redirect American naval power. The move leaves the western Pacific without one of the U.S. Navy’s principal symbols and instruments of regional presence.

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Bloomberg

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Ukraine reports strikes on Russian rocket producer, military airfield and satellite network infrastructure

Ukraine says long-range strikes hit the Progress Rocket and Space Center in Samara, a producer of Soyuz launch vehicles and military satellites, as well as Savasleika airfield, home to MiG-31K Kinzhal carriers. Reports indicate the attacks may have involved Ukrainian Flamingo FP-5 cruise missiles.

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Patriot makers hedge on promised Ukraine interceptor-production deal

Lockheed Martin and Raytheon are slowing momentum behind a proposed arrangement that would allow Ukraine to produce Patriot missile interceptors, despite President Donald Trump’s promise last month to grant Kyiv a license. Officials are questioning what has caused the hold-up in advancing the production agreement.

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Ethiopian Airlines has $90 million in overseas ticket revenue blocked, including $45 million in Russia

Ethiopian Airlines says it cannot repatriate $90 million in ticket revenue held in overseas markets, including $45 million trapped in Russia because of financial sanctions imposed after the war in Ukraine. The blocked funds underscore the cash-flow and settlement risks sanctions create for international carriers.

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