US intelligence warns Russia may stage a provocation on Polish soil. After fifteen months of drones over Europe, the rehearsal may already be over.

Polish fighter jets are flying preventive patrols. American intelligence is warning Warsaw that Moscow may be planning an armed provocation on NATO territory. And in three days, alliance leaders meet in Ankara with that warning hanging over the table. This week we abandon the usual global tour to stay on one story, because the evidence suggests Europe is approaching an inflection point.

We also grade our own homework at the halfway mark of 2026. Our January predictions on Ukraine escalation, the Middle East, Taiwan, and Africa get honest scores, including the one we missed badly: the US operation in Venezuela. Then we lay out our central call for the second half of the year, that Latin America becomes the geopolitical hotspot, starting with the first effective blockade of Cuba since the Cuban Missile Crisis.

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