Gustavo de Arístegui: Geopolitical analysis of 25 September

Below is the global news analysis, structured into key themes for a clear and straightforward understanding, followed by a summary of coverage in the main media
  1. Denmark: Drone Attacks and Alert to NATO/EU
  2. Mediterranean: Italy and Spain Send Ships to ‘Assist’ Flotilla to Gaza (Criticism)
  3. Trump: ‘Halt’ Annexation in West Bank and Plan for Gaza
  4. Erdogan Courts Trump: F-35, Trade and Syria
  5. China Announces 7-10% Emissions Cut by 2035 (Insufficient)
  6. Israel: Protests at Ben Gurion Airport Before Netanyahu's Trip
  7. Syria Returns to the Stage: First Presidential Speech in ~60 Years
  8. United States: $100,000 Fee for New H-1B Visas
  9. MEDIA RACK — What the media is saying (selection by groups)

Executive Summary

The last 24 hours have left four critical vectors: (1) hybrid warfare in Europe with drone intrusions at Danish airports (Aalborg closed ~3h, Billund ~1h, alerts in Esbjerg/Sønderborg/Skrydstrup), raising NATO/EU alerts and risks of escalation with Russia; (2) Mediterranean: Rome/Madrid deploy ships to ‘assist’ Gaza flotilla, a risky manoeuvre that doubles existing corridors (Amalthea/UN 2720) and could legitimise Hamas narratives; (3) Climate geopolitics: China announces 7-10% emissions cuts by 2035 —insufficient for the EU— while Washington backs down; (4) UN diplomacy: Trump promises to halt West Bank annexation, Erdogan courts the White House (F-35/trade/Syria) and Syria reappears with presidential speech, with Ukraine re-establishing ties with Damascus. In addition, the US imposes a £100,000 fee on new H-1B visas, impacting talent. Dynamics raise NATO-Russia risks, strain EU-Israel relations and open uncertain Middle East negotiations, demanding firmness against Hamas, Hezbollah, Houthi and Iranian terrorism without woke complacency.

Main sources consulted

Reuters, AP, Euronews, The Economist (World in Brief), WSJ, Haaretz, Times of Israel, The Guardian, Sky News, Al Jazeera, USCIS/White House, among others from the list of 90 (FAZ, Die Welt, Corriere, BBC, CNN, Fox News, SCMP, etc.). Priority has been given to Reuters, AP and AFP for facts and to CFR/ISW/RUSI for context analysis. Additional verification via Euronews browse for details on drones in Denmark.

Denmark: Drone Attacks and NATO/EU Alert

What happened?

Unauthorised drones invaded four airports (Aalborg closed ~3h, Billund ~1h, alerts in Esbjerg, Sonderborg, Skrydstrup), described as a ‘systematic hybrid attack’ by a professional actor. Second incident in a week after Copenhagen/Oslo; flashing green lights observed. Copenhagen alerted NATO/EU, considering Article 4; authorised future shoot-downs, admitting AA gaps (recent purchase of insufficient system vs. these drones).

Why does it matter?

It highlights the vulnerability of dual infrastructure (civil-military, F-35/bases) and tests NATO protocols against grey intrusions below Article 5; amplifies risks of Baltic/North Sea emulation. (Expanded: Russia suspected by Frederiksen, ‘most serious attack on infrastructure’; Von der Leyen notes pattern of border response, per Euronews).

Scenarios:

  • Technological containment: Anti-drone/clear NATO-Eurocontrol ROE.
  • Serious incident: Collision/prolonged closure → sanctions/covert response.
  • Diffuse attribution: Prolongs strategic ambiguity.

Key data: Closures 1–3h; connection to previous episodes; Poulsen: ‘Broad tools vs. drones/missiles’.

Conclusions: Europol/NATO must classify hybrid airport attacks as collective threats; firmness essential vs. uncompromising Russian aggression.

<p>Un dron ruso es visto durante un ataque con drones rusos, que las autoridades locales consideran vehículos aéreos no tripulados (UAV) Shahed-136 de fabricación iraní, en medio del ataque de Rusia contra Ucrania, en Kiev, Ucrania, el 17 de octubre de 2022 - REUTERS/ ROMAN PETUSHKOV</p>
A Russian drone is seen during a Russian drone strike, believed by local authorities to be Iranian-made Shahed-136 unmanned aerial vehicles (UAVs), amid Russia's attack on Ukraine, in Kiev, Ukraine October 17, 2022 - REUTERS/ ROMAN PETUSHKOV

Mediterranean: Italy and Spain send ships to ‘assist’ flotilla to Gaza (Criticism)

What happened?

Rome/Madrid deployed ships (Italian multi-purpose frigate, Spanish patrol boat with resources) to assist/protect Global Sumud Flotilla after non-lethal attacks (13 explosions, irritant objects, drones) in the Aegean. Israel denies involvement, warns of blockade violation, proposes alternative routes (Ashkelon/Cyprus); activists accuse Israel without evidence. Meloni condemns attacks, but calls initiative ‘dangerous/irresponsible,’ proposing handover to Latin Patriarchate of Cyprus; France calls for compliance with maritime law.

Why does it matter?

Legal-operational risk: Civilian military escort borders on violation of naval blockade law (San Remo Manual, arts. 93-108), potentially provoking Israeli interception/EU-Israel crisis.

Questionable effectiveness: Duplicates existing corridors (Amalthea/Cyprus UN 2720 verification), politicising aid/risking benefiting Hamas — a terrorist group responsible for relentless massacres, backed by Iran. Criticism: Prioritises woke symbolism over verified channels, potentially channelling aid to terrorists.

Scenarios:

  • Technical diversion: Transfer cargo to safe routes → minimises conflict.
  • Interception: Israel stops ships; EU diplomatic dispute.
  • Accident: Collision raises political costs for Rome/Madrid.

Key data: Fleet of 50+ ships; Aegean attacks; Israel: ‘Organised by Hamas’.

Conclusions (critical): Irresponsible manoeuvre: Does not alleviate famine vs. UN 2720, exposes unnecessary risks/weakens EU by aligning anti-Israel narratives without demanding disarmament of Hamas/Hezbollah/Houthis; existential threats require total defeat without appeasement.

<p>Imagen del barco Oxygono navegando en aguas de la isla de Creta, que se unirá a la Flotilla Global Sumud que fue atacada con drones mientras intentaba entregar ayuda a Gaza y romper el bloqueo naval de Israel, el 25 de septiembre de 2025 - Marcha a Gaza, Grecia vía REUTERS</p>
Picture of the ship Oxygono sailing in waters off the island of Crete, which will join the Global Sumud Flotilla that was attacked with drones while trying to deliver aid to Gaza and break Israel's naval blockade, September 25, 2025 - March to Gaza, Greece via REUTERS

Trump: ‘Halt’ West Bank annexation and Gaza plan

What happened?

Trump promised to prevent Israeli annexations of the West Bank/presented plan to ‘end Gaza war’ Arab meetings, expressed closed door as ‘attempt/promise’.

Why does it matter?

Preventive pressure on Israel in the face of Palestinian recognition, reordering Arab partner ties (Riyadh/Abu Dhabi).

Scenarios:

  • Conditionality: Weapons/aid deterrence → friction with Israeli coalition.
  • Ambiguity: Arab message without real leverage.
  • Setback: If domestic costs, it remains rhetorical.

Key facts: Commitment reported WSJ/Times of Israel; The Economist World in Brief.

Conclusions: Symbolic signal buys time, but requires verification (timelines/sanctions) vs. Hamas terrorism.

<p>El presidente estadounidense Donald Trump, el presidente turco Tayyip Erdogan y el secretario de Estado estadounidense Marco Rubio asisten a una reunión multilateral durante la 80.ª Asamblea General de las Naciones Unidas, en la ciudad de Nueva York, Nueva York, EE. UU., el 23 de septiembre de 2025 - REUTERS/ AL DRAGO</p>
U.S. President Donald Trump, Turkish President Tayyip Erdogan and U.S. Secretary of State Marco Rubio attend a multilateral meeting during the 80th United Nations General Assembly in New York City, New York, U.S., September 23, 2025 - REUTERS/ AL DRAGO

Erdogan Courts Trump: F-35, Trade and Syria

What happened?

Erdogan met with Trump to discuss F-35/Gaza/trade; Ankara seeks to resolve S-400 dispute/reposition itself within NATO.

Why does it matter?

Turkey capitalises on its pivotal role (Black Sea/Syria), reinserting itself into Western chains; agreement redefines balances.

Scenarios:

  • Thaw: F-35 guarantees vs. F-16V status quo.
  • Gaza package: Turkish role in reconstruction.

Key data: Agenda: F-35/trade/Gaza.

Conclusions: Tactical opportunity for Ankara; Washington conditions alignment vs. Iran.

<p>Aviones de combate F-35 del cuerpo de Marines de EE.UU. sobrevuelan la antigua base militar de Roosevelt Roads en Ceiba, Puerto Rico, el 19 de septiembre de 2025 - REUTERS/ RICARDO ARDUENGO</p>
U.S. Marine Corps F-35 fighter jets fly over the former Roosevelt Roads military base in Ceiba, Puerto Rico, September 19, 2025 - REUTERS/ RICARDO ARDUENGO

China Announces 7-10% Emissions Cut by 2035 (Insufficient)

What happened?

Beijing sets absolute 7-10% GHG cut vs. 2035 peak, >30% non-fossil energy; EU calls it insufficient.

Why does it matter?

Incompatible 1.5°C target while US pulls back; Chinese muscle (solar/EV) could exceed de facto.

Scenarios:

  • Greater ambition 2026 EU/CBAM pressure.
  • Green mercantilism: Exports green deflation.

Key data: Hoekstra criticism; UN summit compromise.

Conclusions: Sufficient narrative, insufficient climate; EU will push CBAM.

<p>Distrito financiero central y el puerto Victoria en Hong Kong, China - REUTERS/ TYRONE SIU</p>
Central business district and Victoria Harbour in Hong Kong, China - REUTERS/ TYRONE SIU

Israel: Protests at Ben Gurion ahead of Netanyahu trip

What happened?

Ben Gurion airport protesters demanded Netanyahu's removal/end to Gaza war ahead of US/UN flight.

Why does it matter?

Domestic pressure conditions Netanyahu's agenda vs. Trump.

Scenarios:

  • Hardening: Less room for compromise.
  • Opening: If hostage exchange moves forward.

Key data: Arrest threats; emphasis on hostages.

Conclusions: Cost of war shifts diplomacy; US coordination key.

<p>Un manifestante con un disfraz que representa al primer ministro israelí, Benjamin Netanyahu, con un mono naranja, lanza billetes falsos durante una protesta mientras Netanyahu se prepara para volar a Estados Unidos, donde se celebra la Asamblea General de la ONU y se espera que se reúna con el presidente estadounidense Donald Trump, en el Aeropuerto Internacional Ben Gurion en Lod, Israel, el 24 de septiembre de 2025 - REUTERS/ AMMAR AWAD</p>
A demonstrator wearing a costume depicting Israeli Prime Minister Benjamin Netanyahu in an orange jumpsuit throws fake notes during a protest as Netanyahu prepares to fly to the United States, where the U.N. General Assembly is being held and he is expected to meet U.S. President Donald Trump, at Ben Gurion International Airport in Lod, Israel, September 24, 2025 - REUTERS/ AMMAR AWAD

Syria Returns to the Stage: First Presidential Speech in ~60 Years

What happened?

Ahmed al-Shara addressed the UNGA, calling for an end to sanctions/reintegration; Ukraine re-established relations with Damascus.

Why does it matter?

It reconfigures the Levant (EU/Arab relations, Iran's shadow).

Scenarios:

  • Conditional thaw: Human rights/demilitarisation.
  • Realignments: Kiev reopens ties; Moscow seeks residual influence.

Key facts: First address in 60 years; sanctions request.

Conclusions: Monitor reforms vs. unverified ‘whitewashing’.

<p>El presidente sirio Ahmed al-Sharaa se dirige a la 80.ª Asamblea General de las Naciones Unidas en la sede de la ONU en Nueva York, EE. UU., el 24 de septiembre de 2025 - REUTERS/ JEENAH MOON</p>
Syrian President Ahmed al-Sharaa addresses the 80th United Nations General Assembly at U.N. headquarters in New York, U.S., September 24, 2025 - REUTERS/ JEENAH MOON

United States: $100,000 fee for new H-1B visas

What happened?

Proclamation imposes $100,000 fee on new H-1B applications (not renewals).

Why does it matter?

Impacts tech/health; AMA warns of doctor/STEM talent shortage.

Scenarios:

  • Offshoring: Offshore/falling enrolment.
  • Litigation: Sectoral exemptions.

Key data: Applies to external beneficiaries; AP/Reuters analysis.

Conclusions: Protectionist R&D collateral; accelerates near-shoring.

MEDIA RACK — What the media are saying (selection by group)

US (NYT/WaPo/WSJ/FT/CNN/Fox/Politico)

  • WSJ/Politico/Times of Israel: Trump promises to halt West Bank annexation (closed door). CNN/ABC: Erdogan-Trump agenda.
  • Reuters/AP: Denmark/H-1B $100,000 drones.

United Kingdom (The Times/Telegraph/Guardian/BBC/Sky)

  • Guardian/Sky: seriousness of drones/protests in Israel; Economist (World in Brief): China/Trump/ ‘Erdogan courts Trump’.

France/Germany (Le Monde/Le Figaro/FAZ/Die Welt/Die Zeit)

  • UNGA coverage, doubts about Washington's effectiveness in Gaza/West Bank/concerns about NATO-Russia incidents and shoot-downs.

Italy/Spain (Corriere/Spanish ecosystem)

  • Maximum relevance of naval fleet deployment; legal debate on opportunity/risks of third-party escort.

Middle East (Haaretz, Times of Israel, Al Jazeera, Arab News)

  • Haaretz: Ben-Gurion protests/analysis of Netanyahu's trip; Al Jazeera: emphasis on fleet/Syria UN; Times of Israel: Trump's Gaza plan.

Agencies (Reuters/AP/AFP)

DK drones, flotilla, H-1B, China-climate, Syria-UN

Quick verification notes (notable sources)

  • Denmark—drones/“hybrid attack”: Reuters, AP, Euronews (browser verification: specific airports, green lights, Oslo/Copenhagen connection).
  • Fleet—IT/ES ships: Reuters, Euronews, Al Jazeera; San Remo legal framework; Cyprus-Ashdod corridor (Reuters) and UN 2720 mechanism; France requests maritime rights.
  • Trump—West Bank: WSJ/Times of Israel/The Economist (World in Brief).
  • Erdogan—White House: Reuters/AP/The National.
  • China—emissions: Reuters, AP, WaPo.
  • Israel—protests: Euronews, Haaretz, AA.
  • Syria—speech: Al Jazeera/AP; Kiev-Damascus relations (Reuters).
  • H-1B—$100,000: White House/USCIS, Reuters (doctors)