Todayβs briefing:
β The race to go nuclear (on the moon)
β Our French spy hero returns
β This foreign minister got busted
Good morning {{first_name | Intriguer}}. The period between the late 1950s and early 1960s has been called the βGolden Age of American Futurismβ. Bookended by the founding of NASA in 1958 and the end of The Jetsons in 1963, these few years were filled with some of the wildest techno-utopian dreams that American futurists had.
Think jet packs, meal pills, flying cars and more. Fast forward to 2025, and so much of this vision of the future has not quite materialised. Iβm particularly disappointed that I donβt yet have a hoverboard.
But one thing that seems like it belonged in this vision of the future is building nuclear reactors on the moon. That, dear Intriguer, seems to be on the edge of being realised? Letβs dive in for this and more in todayβs top story.
Time of the day
11:30am (Alaska time)
Thatβs when Presidents Trump and Putin are due to kick off their meeting at Joint Base Elmendorf-Richardson in Anchorage later today (Friday), before proceeding to an official lunch. So thatβs a 3:30pm kick-off for DC, 8:30pm in London, and 4:30am (Sat) in Tokyo.
Blast off
What better way to relax you into the weekend than with a quick update on moon nukes.
Weβre talking reactors rather than weapons, and thereβs a joke in there about the nuclear industry finally getting so tired of earthly NIMBYs it had to relocate to the Moon.
But seriously the US is rushing plans to build a reactor on the Moon by 2030.Β
Why? The idea is to provide a continuous and reliable source of power up where nights last two weeks.
Why? To sustain more lunar habitats, research, and manufacturing.
Why? It reduces our reliance on shipping everything from Earth, providing a critical stepping stone to Mars and beyond.
Why? This is entering toddler territory, and getting metaphysical, but human-kind wonβt (and canβt) ever stop exploring our universe. Itβs who we are.
So the Moon reactor dream has been around for decades, and NASA was ninja-starring $5M design contracts out into the private sector as recently as 2022.Β
So then why the fuss now?
Just in April, China (with Russia) announced lunar reactor plans by the mid 2030s. And thereβs nothing like two rivals doing a thing to make you suddenly need it too.
While the 1967 Outer Space Treaty says no country can own the Moon, the 2020 US-led Artemis Accords potentially allow signatories to set up βsafety zonesβ around their gear. And while China and Russia oppose those accords, theyβre charging ahead with their own International Lunar Research Station partnership anyway.
Thatβs why NASAβs acting boss and former lumberjack, Sean Duffy, spelled out the risks, noting Beijing and Moscow could βdeclare a keep-out zoneβ if they get there first.Β
Still, there are some lingering questions.Β
First, is this even possible? Yes! Folks are already adapting lightweight, modular reactors for lunar conditions (vacuum, dust, wild temperatures). The trickier hurdle for NASAβs Artemis program seems to have been launching radioactive material into orbit.Β
Second, is it legal? Yes! The UN already has Principles Relevant to the Use of Nuclear Power Sources in Outer Space (1992), setting out safety and liability rules. Not only did China and Russia get onboard, but so did everyone else via a UN vote.
Third, am I having deja-vuβ¦ again? The space race dominated the 20th century, with both Americans and Soviets seeing a man on the Moon as a proxy for political prestige, ideological superiority, and technological supremacy. And while Cold War analogies are flawed (eg, US-Soviet ties werenβt co-dependent like US-China ties), this feels like a re-do.
Intrigueβs Take
So what might we learn about our world from this fresh Friday moon nuclear update?
First, itβs a reminder of the geopolitics of infrastructure. Whether itβs 19th century railroads, 20th century data cables, or 21st century moon reactors, whoever builds first can set the rules then enjoy a geopolitical dividend that lasts centuries.
Second, diplomacy has a long tail, too. Some of the rules shaping this space race redux were penned back when TV was still in black-and-white. Andβ¦
Third, todayβs race is forcing tougher choices you can see in DC: while the White House and Congress haggle over the extent to which NASA should eat cost-cuts, President Trump just signed an executive order some hope will render the DC budget debate irrelevant (unleashing more US private sector participation).
Meanwhile, elsewhereβ¦
fix
πΊπΈΒ UNITED STATES - Touch down.
Putinβs delegation has started arriving in Anchorage ahead of todayβs summit with President Trump, with both the Russians and Ukrainians seeking last-minute gains on the battlefield: Putinβs troops made a brief breakthrough in Donetsk, while Ukrainian drones just hit a major oil refinery in Syzran. (BBC)
Comment:Β Our latest primer on the summit is here. As if to confirm our assessment (managing any expectations), Putinβs top envoy (Lavrov) just arrived in a sweatshirt emblazoned with the expansionist βUSSRβ, and Putinβs top propagandist (Simonyan) just boasted that Russian journalists were served βKyiv cutletβ on the flight over.
π¨π³Β CHINA - Okay, robot.
The first-ever World Humanoid Robot Games have kicked off in Beijing with an opening ceremony featuring (yes) robots dancing hip-hop, ripping guitar solos, and performing martial arts. 16 countries are competing (including the US, Japan, and Germany) across sports like running, soccer, and boxing. (NHK)
Comment:Β Itβs part of Chinaβs effort to become a world hub for core robotics tech by 2025, and develop a fully competitive industry by 2027. You could argue itβs already hit both goals, with 470 robots already deployed per 10,000 employees in key sectors like logistics (by far the highest rate in the world).
π¨π¦Β CANADA - Youβre grounded.
Air Canada has begun grounding flights in advance of a potential strike by its 10,000 flight attendants seeking better wages and conditions. If the strike proceeds (as early as Saturday morning), it could ground ~130,000 travellers per day. (CBC)
Comment:Β Itβs miserable timing for Canada, both because itβs in the midst of the summer peak season, but also because thereβs a revival of domestic travel underway as Canadians boycott the US (July saw a ~26% drop in returns from the US).
π΅π° PAKISTAN - Sorry about him.
Prime Minister Sharif has announced a new Army Rocket Force to manage Pakistanβs missile arsenal following Pakistanβs clashes with India earlier this year. His army chief got a shout-out in the audience, but the PM seemed to walk back the generalβs recent spicy βwe'll take half the world down with us" comments about Pakistanβs nukes, emphasising theyβre for defensive purposes only. (Dawn)
Comment: That βrocket forceβ wording sounds awfully similar to China's PLA Rocket Force β China is a close backer, but this name suggests Islamabad mightβve faced organisational issues during the conflict and is now turning to Beijing for guidance.
πΉπ· TURKEY - Running out of patience.
After months of negotiations, Turkey has signed a deal to provide Syriaβs fledgling new administration with weapons, equipment, and training.
Comment: The Turks have become increasingly frustrated with the US-backed Kurdish βSDFβ forces in Syria, who havenβt yet delivered on their March pledge to integrate into Syria's armed forces. The Kurds will have watched Syriaβs recent ethno-sectarian violence with alarm, though the Turks are warning theyβll resume military action if the Kurds donβt get onboard soon. (AP)
πΊπΈ UNITED STATES - Maybe youβre okay.
Intel shares spiked 8.9% yesterday after word emerged the US government could take a stake in the embattled US chipmaker, days after President Trump publicly called for the CEOβs ouster over his China-linked investments. A meeting at the White House earlier this week seems to have made all the difference. (Bloomberg $)
Comment: We just explored why these DC interventions are generating so much buzz.
Extra Intrigue
Some Intrigue recommendations for your weekend
Read: Fellow Intriguer and former French spy Jack Beaumont has a new thriller, Liarβs Game, as our hero of the DGSE (Franceβs CIA) goes on the run across Asia.
Listen: Colombian superstar Carlos Vives has re-released a 30th anniversary edition of his La Tierra del Olvido album that shaped Latin American music.
Watch: If you want to keep rolling with todayβs space theme, check out the four-part docuseries exec-produced by JJ Abrams, Challenger: The Final Flight.
Catch of the day
Credits: @DavidLammy, X.
Ahhh, nothing like some fishing and lols to cement that special US-UK relationship.
But not so fast! The merciless British press figured out that, while hosting the US vice president at Chevening House last week, the UKβs top envoy David Lammy (pictured above) didnβt have the appropriate rod license to go fishing on a private lake!
We didnβt know that was a thing, but the regulators might be relieved to know Lammy apparently didnβt get a nibble (though almost the entire Vance family reeled something).
Friday Quiz
Test your knowledge of this weekβs Intrigue!
