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Todayโ€™s briefing:
โ€” Our disaster in the Himalayas
โ€” Russia's G20 cameo
โ€” Something in this passport ain't right

Your Insiderโ€™s briefing:
โ€” Our disaster in the Himalayas
โ€” Russia's G20 cameo
โ€” Something in this passport ain't right

Good morning {{first_name | Intriguer}}. If youโ€™re curious to get a feel for Nepal and its people as the Himalayan nation grapples with last weekโ€™s disaster, watch 14 Peaks โ€” it stars Nims Purja, the remarkable Nepali climber who hit all fourteen of our worldโ€™s 8,000m peaks in a record seven months.

The climbs are awe-inspiring, but what really lands is the guyโ€™s spirit, and the country behind him.

He went on to issue an ominous warning to a COP climate summit, noting โ€œI have seen the impact of climate change on the mountains.โ€

Sadly, a peak in Pakistan just took his life a month ago, aged 43. Another has now come down in his Nepal, with implications for us all. Onwards.

Jeremy Dicker
Managing Editor
Jeremy Dicker

๐ŸŽ“๐Ÿป Are you a student? Click here for your Insiders discount!

Quote of the day

โ€œTheyโ€™ll hang me.โ€

Per The Economist, thatโ€™s what Russiaโ€™s Putin told his inner circle now awaits him if his war fails to achieve even the bare minimum of seizing Ukraineโ€™s Donbas region.

Nepal-Tibet floods.

Mount Kailash, a holy site close to the flooding sites.

Last Wednesdayโ€™s Himalayan landslide ended up tearing a 100km (60mi)-long trail of devastation through the Nepal-Tibet border, with more than a thousand folks now confirmed dead and another 4,500 still missing.

So while the raw local human cost unfolds, itโ€™s our job to explore how a glacier collapse high up in the Himalayas is now pulling in more world capitals, including throughโ€ฆ

โ›‘๏ธ Rescue operations

Nepal initially said it wouldnโ€™t need foreign rescue teams on the ground:

First, because mountainous Nepal is already strong in the kind of helicopter airlifting it assumed lay ahead.

Second, because of its own experiences after the big 2015 earthquake, with a flood of poorly coordinated foreign teams duplicating and clogging the rescue work.

But also third, weโ€™d note this Rasuwagadhi-Gyirong axis is a China-sensitive border area, so thereโ€™s a quiet chance Kathmandu didnโ€™t want foreign uniforms (let alone Chinese or Indian ones) being seen to run the valley โ€” particularly for Nepalโ€™s new-ish PM (Balen, who used to be a rapper).

Soโ€ฆ what changed? Hydropower companies started reporting hundreds of missing workers, and Nepal realised it needed a different set of skills and equipment to reach so many folks feared trapped in reinforced tunnels.

So neighbouring China and India both got the green-light to send specialised help, as did South Korea and Australia. Theyโ€™re now using controlled explosions to tear into hillsides and pump air into the tunnel system in hopes of aiding more survivors.ย 

Still, opposition figures are already criticising Balenโ€™s government for any initial hesitancy to accept foreign aid, arguing it just burnt critical rescue time โ€” the overwhelming majority of victims and missing folks are Nepali. There are alsoโ€ฆ

๐Ÿงณ Foreign nationalsย 

Those foreign ministry Nepal desks are now working overnight, not just to facilitate those specific rescue asks above, but also for a large and complex consular angle:

August is peak pilgrimage season for nearby Mount Kailash, considered holy for Hindu, Buddhist, Jain, and other pilgrims, plus just a popular trekking destination.

In addition to all the hydro workers from India (70), Korea (9), and China (dozens), there are also entire tour buses missing. So youโ€™ve got ~35 other capitals trying to find (say) 60 Americans, 50 Malaysians, 40 Australians, 30 Brits, and 25 Canadians, right down to solo travellers from Lithuania, the Philippines, and beyond.

But that job is made tricky not just by the geography (a disaster zone stretching thousands of metres above sea level) but also the location: a remote border where China now controls much of the information and exit routes. So that takes us over the border toโ€ฆ

๐Ÿ‡จ๐Ÿ‡ณ Chinaย 

This whole stretch is awkward for China on several counts:

First, itโ€™s basically a hole in the wall for a Tibet that China annexed back in 1951 and has tightly surveilled and controlled ever since, for fear of revolt. So rather than a normal customs post, itโ€™s a pretty militarised security frontier.

Second, itโ€™s also Chinaโ€™s main overland gate into Nepal, with talk of more Belt-and-Road infrastructure to further bind it economically to Chinaโ€™s orbit โ€” though Kathmandu tends to slow-walk anything that could rock its India-China balance.

And third, Chinaโ€™s ruling Communist Party also has a long record of tightly controlling disaster info to avoid seeming inept.

Those three combined, and itโ€™s no surprise Beijingโ€™s censors have been deleting disaster footage, instead pumping out rescue messaging. Interestingly, theyโ€™ve also started policing the narrative abroad, dunking on (unfounded) rumours that construction on Chinaโ€™s side of the border triggered the disaster.

Anyway, some worry the emphasis on narrative might hamper reality on the ground. China is also facing questions aroundโ€ฆ

โš ๏ธ Early alert systems

Beijing has a long record of withholding upstream hydrological information from its neighbours as leverage โ€” flood-season sharing with India never fully recovered from Chinaโ€™s retaliatory 2017 pause.

In Nepalโ€™s case, it never received much upstream data to begin with, as Beijing seemingly deems any Tibetan stats beyond mere rainfall as too sensitive.

The two neighbours do have a basic deal in place, but Reuters reports as recently as May the Nepalis were pushing for more data, including on glacier movements.

Itโ€™s unclear whether more Chinese data wouldโ€™ve made a difference for a disaster seemingly triggered on Nepali territory, but thatโ€™s another problem with not being transparent: it opens you up to criticism, warranted or not.ย 

But while weโ€™re talking causes, letโ€™s wrap withโ€ฆ

๐ŸŒ Climate changeย 

Landslides are nothing new in the Himalayas, but researchers are flagging two ways in which a warming climate can make mountainsides less stable: first, by melting the permafrost, which binds rocks and ice together, and second, by increasing the rate of water infiltration, which can also destabilise rocks.

Some of the best research comes out of Nepal itself, where the International Centre for Integrated Mountain Development (ICIMOD) only just released its latest glacier assessment on August 12th, eerily warning of โ€œparticularly rapid losses in the eastern and central HKHโ€, an area including where this disaster just took place.

Thatโ€™s why Nepalโ€™s foreign minister (Khanal) is now drawing attention to Nepalโ€™s low emissions but extreme exposure to climate change, adding "we request the global community to come together and preserve the Himalayan ecosystem".

Intrigueโ€™s Take

Some of the issues on the ground might end up beingโ€ฆ

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Intrigueโ€™s Take

Some of the issues on the ground might end up being early warnings for us all:

First, thereโ€™s Nepalโ€™s initial instincts towards sovereignty โ€” for understandable reasons, btw (cf the 2015 aid logjam). But the sheer physics of the disaster quickly forced a rethink, and we wonder whether the rest of the world might get one next. Weโ€™re now doubling down on walls, borders, and national self-reliance, right as research suggests Mother Nature is becoming increasingly likely to remind us she doesnโ€™t care about borders, and that โ€” at an existential level โ€” weโ€™re all deeply interdependent.

Second and relatedly, thereโ€™s Chinaโ€™s entrenched instincts towards security: delete that footage, lock down that border area, and frame basic data as a state secret. But perhaps a little like Covid, this mightโ€™ve been a reminder that some disasters are too big to censor, while leaving downstream folks in the dark contributes less to your own security, and more to the eventual costs, including unease around your opacity.

Third, thereโ€™s the way foreign tourists shape our consumption of distant crises. Itโ€™s partly because those pilgrims and trekkers help record the footage, spark media attention, and escalate government responses. But those drivers are really just proxies for a broader, well-documented human tendency towards things feeling more real when injected with a dose of โ€œthat couldโ€™ve been meโ€.

But again, research suggests these disasters wonโ€™t just increasingly feel real, but are increasingly likely to be real โ€” more volatile changes to our natural environment mean we risk going from watching the footage to holding the camera.

Sound even smarter:

  • Initial estimates suggest the recovery will cost Nepal a tenth of its GDP.

  • This disaster has wiped out around a tenth of the electricity supply in Nepal, which is heavily hydro-dependent.

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Meanwhile, elsewhereโ€ฆ

๐Ÿ‡บ๐Ÿ‡ธย UNITED STATES โ€” Regime change?
US Army Secretary Dan Driscoll has submitted his resignation after less than two years in the role, following months of reported internal clashes with Pentagon boss Pete Hegseth. His deputy (Dave Fitzgerald) is also rumoured to be stepping down later this week. (NYT $)

Comment: While unsurprising, it leaves the army with no confirmed civilian boss, no confirmed deputy, and no confirmed chief of staff, amid two wars (Iran, Russia-Ukraine) and a midterms climate that makes replacing any of them tricky. Driscoll also had relatively functional ties with Congress, so keep an eye on sharper congressional scrutiny ahead.

๐Ÿ‡ท๐Ÿ‡บ RUSSIA โ€” Mind if I join?
Putinโ€™s finance minister has โ€” at DCโ€™s invitation โ€” made a surprise appearance at a G20 finance ministerial in North Carolina, angering European representatives who later ensured the traditional โ€˜family photoโ€™ proceeded without him. Secretary Bessent met Siluanov on the sidelines and reportedly told him thereโ€™ll be no sanctions relief or new deals while Putinโ€™s war continues. (CNBC)

Comment: Itโ€™s hard to know whatโ€™s more significant: that the US itself just invited Russiaโ€™s finance minister back into the G20 fold for the first time since Putin attempted his full-scale invasion of a neighbour, or that US allies seemingly got zero heads-up.

๐Ÿ‡บ๐Ÿ‡ธย UNITED STATES โ€” The engineer takes Appleโ€™s helm.
Longtime hardware engineering chief John Ternus has now officially taken over as Apple CEO, with Tim Cook sliding to Exec Chair (as both Trump and Beijing-whisperer) after 15 years in charge. (WSJ $)

Comment: Cookโ€™s era was all about supply chain mastery and margin preservation, driving a historic 27x stock return under his term. Handing the keys to a product-nerd like Ternus suggests Cupertino wants to refocus on ground-up product breakthroughs rather than just incremental iteration and supply-chain optimisation. Keep an eye on market reactions to next weekโ€™s annual product launch, rumoured to include Appleโ€™s first foldable phone.

๐Ÿ‡ป๐Ÿ‡ช VENEZUELA โ€” Out with the old, in with the US.
The White House is now briefing Reuters reporters that six of the 14 Venezuelan oil fields covered by President Trumpโ€™s โ€œbiggest oil deal in world historyโ€ were previously run by firms out of China (5) and Russia (1). (Reuters)

Comment: Coming after a rough reception to Trumpโ€™s initial announcement, this Reuters โ€œexclusiveโ€ feels a lot like White House damage control โ€” provide a bit more strategic scaffolding (weโ€™re boxing out China and Russia!) amid scepticism at the initial framing (weโ€™re lowering US pump prices!). None of these exclusives can un-do the dilapidated state of Venezuelan oil infrastructure, so any impact still feels distant.

๐Ÿ‡ฉ๐Ÿ‡ช GERMANY โ€” Pensions, ja?
Merzโ€™s centre-right government is moving to turn Juneโ€™s expert pension report into law from 2027: end the popular โ€˜45 years, out at 63โ€™ track, add a Swedish-style capital fund that invests contributions, and let the official pension age drift up with life expectancy. (EBM)

Comment: With Chinaโ€™s historic surplus hitting Germanyโ€™s industrial base from afar, and Germanyโ€™s own ageing population blowing a hole in Germanyโ€™s budget and rearmament plans, Merz is hoping the biggest pension reforms in 20 years can keep the system fit for purpose. But his own nominal political ally running the eastern state of Saxony-Anhalt is now one of several urging him to save โ€˜retirement at 63โ€™, amid polling suggesting the reform could otherwise help the populist-right AfD win its first state government since WWII at this Sundayโ€™s elections.

๐Ÿ‡ฆ๐Ÿ‡ท ARGENTINA โ€” The impossible man clocks off.
President Milei has led a wave of global tributes, dubbing football legend Lionel Messi the โ€œimpossible manโ€ after the 39-year-old announced his retirement from international football. (Messiโ€™s Instagram)

Comment: In a country long rocked by inflation and polarisation, Messi was a genuine source of cultural glue holding 46 million Argentines together. His departure โ€” after six World Cups and 207 caps โ€” will hit.

๐Ÿ‡ช๐Ÿ‡ธ SPAIN โ€” Border blame game.
Spainโ€™s shockingly handsome Pedro Sรกnchez argues EU diplomats have found that Russian and Israeli-linked networks amplified disinformation amid Julyโ€™s migrant crisis in Spainโ€™s north African exclave of Ceuta. Both Israel and Russia have rejected the allegations, and thereโ€™s no sign (yet?) of the EU report. (Guardian)

Comment: Sรกnchez argues the motives would be his own lines on Gaza and Ukraine, though his Ukraine aid numbers are thin โ€” any Kremlin role would more likely reflect generic interest in smearing any EU government on migration. Either way, amplifying the Ceuta panic isnโ€™t the same as triggering it, and Sรกnchez skips any mention that would-be migrants themselves told outlets that Moroccan authorities waved folks through to Ceuta. Amid domestic backlash, Sรกnchez needs a villain that isnโ€™t his key African partner.

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Product placement of the day

Asmarโ€™s original (L) and Syriaโ€™s 2023 passport (R)

Open Syriaโ€™s last Assad-era passports from 2023, and youโ€™ll see the capitalโ€™s famous Hamidiyah covered markets on page 35. Look a little closer, and youโ€™ll see โ€˜WASEEM ASMAR PHOTOGRAPHYโ€™ stamped right across the roof!

No, Asmar didnโ€™t chisel his own branding into the ancient stonework. And no, the then dictator didnโ€™t commission him for the pic, either. In fact Asmar, now based in Jeddah, only found out about all this when a friend texted him a pic of his passport cameo, presumably accompanied by the Arabic for โ€˜wtfโ€™ (maybe ุฅูŠุด ู‡ุงู„ูƒู„ุงู… / ุฅูŠุด ู‡ุงุฏ).

It seems Assadโ€™s printers just lifted the pic off the net, forgot the watermark, and blasted a working photographerโ€™s brand right across thousands of state documents! This snafu is doing the rounds again because, while free Syria works on its own new passport design, the ministry is apparently still pumping out the old one above.

Lucky Asmar, who seems to have taken it all in good cheer.

Todayโ€™s poll

Yesterdayโ€™s poll: Do you think this US-Venezuela oil deal will work?

๐Ÿ›ข๏ธ Yep, the key players are all on board (41%)
โ›” Nope, too much local opposition (53%)
โœ๏ธ Other (write us!) (4%)

Your two cents:

  • โ›” T: โ€œAnother corrupt scam on both countries.โ€

  • ๐Ÿ›ข๏ธS.G: โ€œIt probably wonโ€™t work as it is being pitched but it will work as it is behind the scenes plotted; question is: how will they actually extract, access and export the product on any kind of useful timeline?โ€

  • โœ๏ธ M.S: โ€œWasn't part of the Chavez revolution's appeal the nationalisation of the oil industry? Isn't this fostering the same kind of eventual problem?โ€

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MOIRA GALLAGA2 months ago

"Itโ€™s unclear whether more Chinese data wouldโ€™ve made a difference for a disaster seemingly triggered on Nepali territory, but thatโ€™s another problem with not being transparent: it opens you up to criticism, warranted or not."