Withdrawal

• Os Emirados Árabes Unidos saíram da OPEP ontem, marcando uma ruptura histórica com a Arábia Saudita durante a escalada da crise regional. • Esta decisão coincide com o fechamento quase total do Estreito de Ormuz devido a um bloqueio naval dos EUA que visa interromper as exportações de petróleo iraniano. • Os EUA estão ameaçando cortar grandes bancos chineses de seu sistema financeiro para impedir o processamento de petróleo iraniano, intensificando as tensões energéticas globais.

• Niger's transitional government announced a three-month extension to its military cooperation agreement with France, pausing its expulsion of French troops and reversing its February timeline for withdrawal. • The reversal follows intense negotiations between Paris and Niamey, with France agreeing to reduce its military footprint from 1,500 to 900 personnel and committing €200 million in civilian development aid. • The compromise addresses security challenges in the Sahel region, where French and US military presence remains crucial to counterterrorism operations despite growing anti-Western sentiment among portions of Niger's military leadership.

Thom Tillis joins McConnell in warning withdrawal would aid rivals and threaten US securityUS politics live – latest updatesSign up for the Breaking News US newsletter emailA second Republican senator spoke out in defense of Nato on Thursday, joining Mitch McConnell and the Democrats, after Donald Trump said that he was “absolutely” considering withdrawing from the alliance after it refused to take part in the joint assault with Israel against Iran.“Nato stood by America when we were under attack and came to our aid after the September 11th attacks. Their soldiers fought and died alongside our troops in Afghanistan,” said Thom Tillis, a Republican, and Jeanne Shaheen, a Democrat, who co-chair the Senate Nato observer group. Continue reading...

• Blue Owl Capital investors requested $5.4 billion in redemptions from two private credit funds amid accelerating outflows in the financial services sector. • The fund manager reversed its policy by capping redemptions at 5% to manage liquidity pressures effectively. • This development highlights rising concerns over private credit market stability amid broader economic uncertainties.

• President Trump told allied nations to "go get your own oil" and stated it is not America's responsibility to keep the Strait of Hormuz open, shifting burden of regional security to countries dependent on the waterway. • Trump reiterated the US military could conclude its Iranian operations within two to three weeks and said America will have no further involvement in Middle East strait security following withdrawal. • The statements reflect Trump's isolationist stance on Middle East commitments, placing responsibility for maintaining critical shipping routes on regional allies rather than continuing US military presence and protection.