/CIG/ Telegram | Counter Intelligence Global

03 August 2026 19:48

🇸🇩 Sudan map Update: the situation in Sudan as of 03/08/2026. Some key events of this past month include:

-In North Kordofan the SAF recaptured Bara and opened the northern road to El Obeid

-In Blue Nile the SAF seized the key border town of Kurmuk.

-In Darfur the RSF recaptured some territory from the Joint Forces.

https://www.mediafire.com/file/uy0w94vb2eza4js/2000px-Sudan.png/file

📎 Thomas van Linge

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 18:37

— 🇺🇸/🇮🇷 Iranian Foreign Ministry: ‘No ceasefire currently exists between Iran and the United States’

@Middle_East_Spectator

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 18:13

🛢 US SPR crude inventories fell by ~2.9mb w/w to a multi year low of 304.8mb last week

Sour down ~1.6mb to 195.4mb

Sweet down ~1.2mb to 109.4mb

@CIG_telegram

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 18:06

🇪🇹❌🇪🇹🇸🇩 The Tigray People's Liberation Front (TPLF) accused the Ethiopian National Defense Forces (ENDF) of using forces belonging to the Rapid Support Forces (RSF) in their attack on the town of Shererina, Western Tigray.

@CIG_telegram

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 16:53

🇨🇳🇩🇪 China made Germany’s car giants. Now it’s helping break them.

China helped transform Germany's automakers into global giants, delivering decades of strong sales and billions in profits. Now, it's their biggest liability.

China's own carmakers spent decades watching, learning and investing, and now make better-equipped electric cars at cheaper prices than Volkswagen, BMW and Mercedes-Benz. Meanwhile, China's overheated car market — the world's largest — contracted by a fifth this year, forcing local and foreign carmakers into a brutal battle for survival.

The fallout was clear this month as German carmakers reported their half-year results, with billions in losses and announcements of job cuts and factory closures across Europe.

"The environment has never been as heavy as we have faced today," Volkswagen Group CEO Oliver Blume told investors. "When we look to the future, we have more and more risk coming."

The industry's troubles are yet another blow to Germany's troubled economy and a growing political problem for Chancellor Friedrich Merz's fragile coalition as key state elections loom this fall.

Since the 1980s, China was the key to fat profits for German carmakers.

In return for gaining access to an enormous and fast-growing market, carmakers were forced by Beijing to set up joint ventures with local partners.

For decades the deal made sense — and made shareholders a lot of money.

But Chinese companies have surpassed their German rivals in technology in electric vehicles, which took off in China after the pandemic. German brands long enjoyed prestige among Chinese buyers, but they quickly shifted loyalty to local automakers with better technology and lower prices.

"They are losing big in China and they may not be able to recover there anymore," said Pedro Pacheco, an auto analyst with consulting firm Gartner.

The pain is increasingly being felt not in China but in Germany's factories.

BMW announced this week it is cutting 8,000 jobs across Germany by the end of 2027 with severance packages going out to workers starting in October. Mercedes-Benz wants its workers to increase their hours from 35 a week to the full 40 — for the same pay.

And flagship automaker Volkswagen is in negotiations with unions to slash 100,000 jobs and shutter factories.

That's serving as fuel for the far-right Alternative for Germany party, which is gaining ground in national polls and is using the automotive industry's decline and job cuts to lambaste the government.

"Even key industrial companies such as Volkswagen, Porsche or Infineon are recording historic slumps in profits and are planning to cut hundreds of thousands of jobs in the coming years. This shows how far the deindustrialization of our business location has actually progressed," Alice Weidel, one of the leaders of the AfD, said this week.

Merz and his coalition will get a first glimpse at how the cuts are playing out with voters in state elections this fall in the AfD's eastern German strongholds of Saxony-Anhalt and Mecklenburg-Western Pomerania.

🔗 https://www.politico.eu/article/china-germany-car-sales-loss/

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 16:17

🇰🇷 South Korea's MARKET CRASH is the fastest and most severe in modern Asian market history:

The index has fallen ~38% from its June peak in just 27 trading days, before rebounding on Friday.

This is a deeper decline than any of the other 4 major Asian market crashes tracked over a comparable window, including the Asian financial crisis and the Global Financial Crisis.

On Monday, the market resumed its fall, with the KOSPI dropping as much as -5.5%.

Samsung and SK Hynix both fell about -9%, reversing part of the gains that saw them surge +27% and +30%, respectively, in Friday's record rally.

Foreign investors, who had purchased a record amount of KOSPI shares on Friday, drove Monday's reversal, selling -$698 million of Korean stocks in early trading.

China's rapid advances in AI and semiconductors, raising concerns about future competition for Korean chipmakers, added to the headwinds weighing on sentiment.

🔗 Global Markets Investor

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 16:05

🇷🇺⚔️🇺🇦 Russia destroyed the main highway bridge in Slavyansk, Donetsk Oblast, using several KAB glide-bombs, as a part of their ongoing offensive towards the city.

This is the only road bridge within Slavyansk connecting the western part of the city with the eastern suburbs, and is a vital logistical route for Ukrainian forces to reach the approaching frontline.

It's destruction forces Ukraine to use the main highway bridge further north, or roads in and around Kramatorsk, for logistics.

🔗 AMK Mapping

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 15:31

🇺🇸⚡️ — Assistant Secretary of State Dylan Johnson:

There are no plans for Secretary of State Marco Rubio to speak with Infantino and there is no call this morning.

The New York Post should check their sources or they could have just asked us.

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 15:12

We have been banned from X for the above reasons but are appealing, thanks for all the support.

We get notifications for DMs still, but can't read or open them.

It's interesting that last week the Executive Council of Australian Jewry attacked us in a submission to a parliamentary committee (their accusations are false and we were in the middle of responding when we got banned), and then today ECAJ co-CEO Alex Ryvchin shows ADL boss Jonathan Greenblatt around Bondi.

Probably just a coincidence though as there is no way Australia's most powerful and censorious Jewish lobby group would ask the ADL to pressure X into banning an independent media outlet, and no way Elon Musk would allow such a thing on his free speech platform.

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 13:08

🇮🇷🚧🚀 New satellite imagery revealed Iran has resumed work on the Alborz missile city.

Recent imagery published by Vantor shows that Iran has resumed tunnelling work at a missile city northwest of the capital, Tehran.

The Alborz missile city was first developed in 2024 and is considered Iran’s newest missile city. It came under attack by the Israeli air force in the 3rd Gulf War with scorch marks and ruins of several overground facilities can still be seen on the satellite imagery, however, if any of the 5 tunnel entrances were collapsed during the war, Iran reopened all of them and resumed digging as the site has large mounds of excavated soil nearby.

@CIG_telegram

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 01:57

🇷🇺❌🇺🇦 – Russia launched a record 376 missiles at Ukraine in July - more than twice as much as in June, according to a new AFP analysis.

▶️ 126 of those were ballistic missiles, and their use has expanded significantly in the last months. For comparison, Russia launched between 200 and 300 ballistic missiles at Ukraine in all of 2024.

▶️ July also witnessed one of the deadliest missile attacks against Kyiv: 30 people were killed in the July 2 attack against the Ukrainian capital.

@GeoPWatch

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 00:59

🛢 WTI crude oil price falls by 6% as Trump announced "new talks" with Iran and OPEC promised to increase production.

📝 Trita Parsi: Yet another apocalyptic threat, followed by another self-congratulatory climbdown. The pattern is becoming tiresome by now: Unable to escalate his way out of the self-inflicted debacle, Trump tries to bluff his way out.

Except, Tehran is not falling for it. Rather, it is confidently raising the stakes, calculating that Trump will only fully commit to a diplomatic solution once he has internalized that he does not have a military option.

It’s a risky strategy - with potential attacks in Egypt and cyber attacks in the US - but one that the new and far less restrained military leadership believes is more likely to achieve security than giving in to Trump.

🔗 https://www.fxleaders.com/news/2026/08/02/oil-prices-dive-brent-and-wti-crude-breach-80-on-iran-talks-and-opec-adding-supply/

/CIG/ Telegram | Counter Intelligence Global

02 August 2026 23:56

🇺🇸🇧🇭🇰🇼⚡️ — Reporter: There is a report that says you are moving U.S. troops out of Kuwait and Bahrain. Are troops being moved out of the Middle East?

Trump: I don't want to comment on that.

/CIG/ Telegram | Counter Intelligence Global

02 August 2026 23:27

📱 Apple received a $2.2B tariff refund this quarter.

Consumers were stuck with the price of tariffs, with corporations now receiving massive refunds from the government, effectively passing Trump’s tariffs, which the president promised wouldn’t hurt consumers, onto the very people he promised to help.

Corporate wealth has exploded relative to the average American’s wealth under Trump.

Corporate wealth is exploding under Trump, thanks to many pro-business policies, allowing the rich to get richer while the average American still faces a historic affordability crisis.

Press Sec. Karoline Leavitt spoke openly, saying Gen Z was “lazy” and had a “silver spoon” in their mouth when discussing the affordability crisis, amid the backdrop of the widening wealth gap.

🔗 https://finance.yahoo.com/economy/policy/articles/apple-got-2-2-billion-231210663.html

📎 AF Post

/CIG/ Telegram | Counter Intelligence Global

02 August 2026 21:56

🇪🇸 A Spanish soldier deployed in Ceuta has claimed troops are “only authorised to ask” migrants to return to Morocco.

🔗 Europa.com (@europa)

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 19:36

🇺🇸 Is this the end of the Magnificent 7 as a single trade?

For 3 straight years, from 2023 through 2025, all Magnificent 7 stocks delivered positive annual returns, moving together as a single basket.

That streak has ended in 2026, with Meta,, Microsoft, and Tesla, all posting negative year-to-date returns, while the other 4 members are recording gains well below their prior 3-year averages. This comes after the group lost more than $2 trillion in combined market value in June alone.

Investor concerns are increasingly focused on the AI spending plans of hyperscalers Meta, Amazon, Microsoft, and Alphabet, which are on track to invest more than $1 trillion in AI capex across 2025 and 2026, a pace that is raising questions about future returns on that spending.

In effect, the Magnificent 7 is no longer a useful framework for evaluating large-cap stock performance.

The Magnificent 7 is no longer one trade; it is becoming 7 separate stories, with the market demanding more proof of returns.

🔗 Global Markets Investor

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 18:37

— 🇺🇸/🇮🇷/🇵🇰 NEW: Pakistan has confirmed no negotiations are scheduled between Iran and the United States, despite Trump’s claims

@Middle_East_Spectator

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 18:09

🇸🇩🇪🇹⚔️🇪🇹🇸🇩 The Ethiopian military (ENDF) and TPLF clashed in northern Ethiopia’s Tigray region, risking further military escalation amid a broader deterioration of relations between the two sides.

The ENDF and TPLF clashed on August 1 around Shererina, which is near the Sudanese border about 25 miles south of Humera on the Eritrean border. The clashes reportedly involved drones, heavy artillery, and mechanized units. The TPLF accused the ENDF of initiating the clashes, although that claim remains unverified. Regional news outlets and social media accounts have not reported further clashes on August 2, nor either side gaining a definitive battlefield edge.

The clashes are first since the TPLF reinstated the pre-Tigray war regional government in May 2026, a move that effectively voided the peace agreement that ended the war in 2022. The two sides have since accused each other of preparing for war. The TPLF instituted compulsory military service in Tigray in June, portraying the mobilization as defensive, while Ethiopian state media has conducted an information campaign blaming the TPLF for the tensions in recent weeks.

The clashes also underscore the risk of an ENDF-TPLF conflict escalating Ethiopian tensions with Eritrea and Sudan. Multiple regional news outlets and social media accounts reported that TPLF forces stationed at rear bases in Sudan were involved in the recent clashes.

The Sudanese military has long-standing ties with the TPLF, arming the group and providing it with safe havens. Ethiopia has consequently supported the RSF in the Sudanese civil war and recently accused the TPLF of forming an alliance with Eritrea and Sudan to threaten the federal government.

🔗 Critical Threats

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 17:34

NOVA's pro-White communities across the country hosted social gatherings and work days from Virginia to Pennsylvania, Arizona and Illinois.

Contact us to get involved if you're ready to find your local pro-White community.
NOVAnow.org/contact

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 16:25

🇰🇷 Korean stock market crash threatening to upset tech boom

In the past five weeks, the market has collapsed, shedding almost 40 per cent, and threatening the livelihood of millions of South Koreans.

The shock waves are spreading across the globe as investors fret the meltdown on one of the world's most technology-intensive markets may be an omen of things to come.

Concerns are mounting globally about the stupendous, some say stupid, level of spending by the world's leading technology firms that has begun to rattle Wall Street.

Once considered an exotic financial sideline, the South Korean Kospi has become one of the most acutely observed markets in the world; many view it as a possible harbinger for the end of a four-year boom in technology stocks.

More than a million South Koreans are underwater as a result of the crash, and several hundred thousand have lost everything, and then some.

They borrowed to the hilt to take part in a frenzied splurge on technology stocks, particularly memory chip makers, in a market now experiencing a savage reversal.

Nothing, not even the stellar earnings of the country's two biggest chip makers, has been able to stem the panic, primarily because the debt that fuelled the stock market boom is now accentuating the crash.

epeated attempts by Seoul's market authorities to put a handbrake on the losses by suspending trading have only made the problem worse.

The collapse, which began last month, follows an astonishing rise on the country's market index, the Kospi, over the past 12 months.

At its peak, it had surged more than three-fold in just a little over a year.

Chip makers were in hot demand as the big American tech firms, having spent trillions of dollars in the race for AI dominance, began the next phase of the boom: rolling out AI to the world.

An obscure American chip maker, Nvidia, had already shot to prominence when it was discovered that its gaming chips were ideal for developing AI platforms, and it suddenly took the mantle of the world's most valuable corporation.

But when Silicon Valley's tech giants — Amazon, Microsoft, Meta, Alphabet, Oracle, Apple and Tesla — began a rush to build data centres, they created an extreme shortage of ordinary memory chips, the kind used in mobile phones and laptops.

A mere handful of companies dominate this area. One is Samsung Electronics, and another is SK Hynix.

Both are South Korean giants and, three years ago, made up about a quarter of the Korean stock market.

By last month, as their earnings soared on an acute global chip shortage and their stock prices multiplied, they comprised 60 per cent of the Kospi's total value.

As late as April, regulators, in an ill-fated move, approved further new trading methods to allow investors greater use of debt when investing in individual stocks.

On Wednesday, South Korea's Finance Minister Koo Yun-cheol was forced to apologise after several politicians accused the government of turning the stock exchange into a casino.

🔗 https://www.abc.net.au/news/2026-08-03/korean-markets-threatening-upset-tech-boom/106981956

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 16:06

A few hours ago, an extremely unusual event occurred in Zaporizhzhia Oblast, where a Russian Su-34 aircraft flew within 7 km of the frontline to carry out simulated launch maneuvers of KAB glide-bombs.

The aircraft then looped back around and carried out a second simulated launch maneuver around 2 minutes after the first. No munitions were actually launched.

For reference, Su-34s typically launch glide-bombs from around 40-45 km behind the frontline to avoid being shot down by Patriot PAC-2/3 interceptors. It's possible that this aircraft was probing to see if there would be any air defence response by the Ukrainians.

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 15:36

🇺🇸🇯🇵 It is becoming increasingly clear that the weakest link in the global dollar system is Japan and that the meltdown of the Japanese financial system might cause the unwinding of the whole system.

Last week the US Treasury used every trick in the book to try to maximise the impact of its intervention in the market for yen - including "accidentally" leaking Bessent's memo to the press to try to get markets to do some heavy lifting.

Bessent really is fighting gravity here. The markets are convinced that the yen has entered a doom spiral and are heavily short.

Can you blame the shorts? Going short yen and long other currencies with higher interest rates has been a trade that has given double the returns of the S&P500 since 2022. The Japanese are offering seriously cheap capital to export and invest elsewhere.

Why doesn't the Bank of Japan stop this easy yen flow by raising interest rates? Japan watchers are starting to realise that if the Japanese raised interest rates it might trigger a massive financial crisis in Japan.

Because it has run such low interest rates for so long Japanese companies have become addicted to debt. Around 14% of Japanese companies are "zombie companies" that pay more in debt interest than they make in profit. Interest rate increases will cause a mass default event.

The problem for the US is that US Treasury yields have become correlated with Japanese yields. Bessent is worried that yen instability will spill over into the market for US Treasuries.

The reason for this is simple enough: Japan is the largest foreign holder of US Treasuries. If Japan starts going broke it will be forced to sell these US Treasuries to prop up the yen. This would flood the market for US Treasuries.

US borrowing costs are already far too high for comfort. Inflation-adjusted borrowing at the long-end of the curve is at levels last seen just before the Global Financial Crisis of 2008.

Bessent's intervention may calm the yen market for a few weeks. Or it may not. Either way, the problem here is structural. Japan is about to go through a massive energy crisis that will put further pressure on the yen.

At a certain point, yen interventions will become ineffective, Japan will slip into crisis, and that crisis will spread into the market for US Treasuries. From there it could take down the AI sector and the equity markets. At that point we're at endgame for the USD system.

🧵 https://fxtwitter.com/philippilk/status/2084216482917937625?s=20

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 15:31

🇺🇸⚽️ — FIFA President Gianni Infantino is seeking help from the Trump administration as pressure mounts for him to resign over his failed plan to sell a stake in the World Cup's commercial rights, NYP reports.

Infantino is scheduled to hold private talks with Secretary of State Marco Rubio after being unable to reach President Trump. He's seeking influential public backing amid increasing calls to step down.

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 13:22

🇺🇸⚔️🇮🇷 U.S. Central Command published a video of a F-35C taking off from the USS Abraham Lincoln (CVN-72) as part of its task of blockading all ship traffic coming from Iran.

Observers were quick to point out that the F-35C pictured was rusting, caused by the salty waters of the Arabian Sea.

The F-35C being a “stealth fighter” has a radar-absorbant coating which is very sensitive to environmental conditions and degrades rather quickly when the fighter jet is deployed for just a few months at sea. This coating is essential for keeping the F-35C a stealth fighter jet but it looks like neither Lockheed Martin nor the U.S. Navy have found a solution to better maintain it as this rusting has been a known issue since 2012.

@CIG_telegram

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 03:58

🇮🇸🗳🇪🇺 – A new poll on the August 29 referendum that will be held in Iceland shows a slight majority of the population supports the continuation of accession negotiations with the EU.

@GeoPWatch

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 01:30

Incredible turnout for the True Texas Project's Conference yesterday, 350+!

Thank you for the warm welcome in Dallas!

I presented our American Repatriation Policy Platform, but this slide in particular is critical.

The Republican party MUST accept and EMBRACE its base.

White Americans are the natural constituency for the Republican party. It must stop this nonsense of rejecting "racist" White men in favor of pandering to "minorities" (Who are the global majority-who will imminently be the majority in Western countries, and who overwhelmingly vote Democrat).

🔗 More on The Party That Forgot its Base here
🔗 Follow us on X
✈️ See our other TX Tour dates here
🙏🏻 Support our work here!

/CIG/ Telegram | Counter Intelligence Global

03 August 2026 00:16

🇺🇸 Credit markets think Oracle is riskier today than during the 2008 Financial Crisis:

Oracle's 5-year credit default swap (CDS) has surged to a record ~215 basis points, surpassing its Financial Crisis peak of ~200 basis points.

This implies a default probability of more than 16% over the life of the swap, according to Societe Generale.

More broadly, the average AI hyperscaler is now ~80% more likely to default than the typical investment-grade company, a sharp reversal from 5 years ago, when hyperscalers were roughly ~66% less likely to default than their investment-grade peers.

Investors are increasingly comparing today's AI boom to the 2008 credit crisis rather than the 2000 Dot-Com bubble, since today's hyperscalers are highly profitable but also heavily leveraged, unlike the largely unprofitable, lightly indebted dot-com companies of the past.

Unlike the capital-light FANG stocks of a decade ago, today's AI hyperscalers face recurring costs for power, memory, and compute with every AI query, the opposite of the near-zero marginal costs that made the FANG business model so profitable.

Even so, companies remain reluctant to slow spending, as the risk of falling behind in the AI race is widely seen as greater than the risk of overinvesting.

Credit markets are already sending a warning: the AI boom now has to prove it can generate returns large enough to justify the debt behind it.

🔗 Global Markets Investor

/CIG/ Telegram | Counter Intelligence Global

02 August 2026 23:50

🇪🇺🇺🇸🇨🇳 China draws 'red lines' around its economic model ahead of EU, US trade talks

China is energetically defending its economic policy mix that favours advanced industries over consumption, adopting a posture analysts see as demonstrating increasing confidence ahead of looming trade talks with Europe and the United States.

President Xi Jinping and U.S. counterpart Donald Trump plan more face-to-face meetings ‌this year, while Brussels has set an October deadline for Beijing to settle disputes as worries grow over China's trillion-dollar-plus trade surplus.

Western countries frame China's policies as mercantilist and opposing ‌global trade rules, saying its priority for producers over households pushes cheaper goods into global markets, hollowing out industry in nations seeking more balanced growth.

But a meeting of top Communist Party leaders signalled policy continuity on Thursday, calling for targeted support rather ​than the consumer-focused stimulus and structural changes long urged by China's trading partners and many economists.

Days earlier, the commerce ministry accused the West of protectionism in a position paper on "so-called industrial overcapacity" that rejected the notion as rooted in "logical flaws" and "ulterior motives".

The ruling Communist Party's flagship theoretical journal, Qiushi, also defended China's low consumption in July, as a "historically justified" outcome of the investment-led, catch-up development model.

Such messages stop short of telling the West that China will not change course, said Xu Tianchen, a senior economist at the Economist Intelligence Unit, but send two posturing signals.

"The first is about hoping others understand where it comes from. A better mutual ‌understanding helps in negotiations," Xu said. "The second is about drawing a red ⁠line."

The commerce ministry paper "made clear that China doesn't accept discriminatory measures against its firms and products," he added.

China says its model reflects the needs of a country still converging with advanced economies. Its products are not only cheaper, but increasingly better, while its tech and science investments can ⁠benefit the entire world.

Now the European Union, whose trade deficit with China averaged $1 billion a day last year, is pursuing its own industrial and domestic procurement policies to defend its market.

But the latest statements from China suggest Beijing's confidence is growing that it can soften trade disputes without making significant concessions.

🔗 https://finance.yahoo.com/news/analysis-china-draws-red-lines-170613120.html

/CIG/ Telegram | Counter Intelligence Global

02 August 2026 23:05

🇲🇦🇪🇸🇪🇺📝 The Moroccan government tried to steal Spanish territory by sending 60k people over the border, overshadowing all previous migrant crises involving the cities of Ceuta and Melilla and the EU did absolutely nothing.

In 2021, a little over 8.000 migrants jumped the border fence with Ceuta and Melilla, in 2026 the number was close to 8 times higher and all the EU president, Ursula von der Leyen could muster in response to this blatant act of hostility by Morocco towards one of its member states was to say that "thankfully the migrants in Ceuta and Melilla didn't find any ferries to jump on and reach Spain proper". Problem solved.

Spanish PM, Pedro Sánchez, reinforced the border with a few dozen soldiers and then attacked other European governments calling for Spain's suspension from the Schengen Area, providing migrant statistics which indeed show Spain is not the number one entry point for illegal migrants into the EU, a poor deflection from the situation which isn't really about illegal migration, but a hostile act from Morocco.

In 2021, the EU sanctioned the Belarusian airline, Belavia, several hotels, bus companies, a state owned tourism agency and several chiefs of the Belarusian state border guards for their involvement in transporting migrants to the Polish and Lithuanian borders. Why isn't the EU punishing Morocco for this act of aggression, which was far worse and more dangerous than anything Belarus has done?

The reason is simple, Morocco is too important for the EU economy to be punished. Take for example the significant reliance of the French automotive industry on Morocco.

According to a promotional video made by the Renault Group, one in six Renault cars (including its branches like Dacia) are made in the Renault car factory in Tangier. The French government directly benefits from every Renault car sale as it owns a 15% stake in the company. Sanctioning Morocco could derail the European automotive industry. The best selling car in the EU in 2024 and 2025 was the Dacia Sandero, a model that is entirely built in Renault's Moroccan car factories in Casablanca and Tangier because of Morocco's low labour costs making it extremely cheap and capable of competing with Chinese, South Korean and Japanese alternatives.

German companies invested heavily in Morocco in recent years to build factories for intermediate products used in the automotive industry like electrical wiring, logistics companies invest in warehouses as Morocco is a transit route for Chinese products into Europe and more recently, pharmaceutical companies like Bayer are expanding to the country too.

Spain's car brand, SEAT, because its part of the Volkswagen group, also relies on the same Moroccan electric wiring manufacturers as Germany

Without Morocco, a lot of goods EU citizens buy for cheap will become a lot more expensive or be replaced by East-Asian alternatives.

The 2026 Ceuta and Melilla migrant crisis reveals how incapable not just the Spanish government is to assert its sovereignty, but more so Brussels, as Brussels or the European Commission to be precise, wants to be the sole authority responsible to protect the sovereignty of the EU and by extension its borders.

If the EU can't stand up to Morocco, how does it expect to be able to stand up to Russia, the U.S. or China or even a regional power like Turkey? The lack of a response from Spain and Brussels will embolden Morocco to try this again in the future until it forces a Spanish withdrawal from what it considers "rightful" Moroccan territory.

@CIG_telegram

/CIG/ Telegram | Counter Intelligence Global

02 August 2026 21:53

🇲🇦🇪🇸 There's still a few thousand Moroccan and Subsaharan Africans loitering inside Ceuta and Spanish authorities are not doing anything to send them back over the border.

@CIG_telegram