Analytical Briefing — 01.08.2026 17:11

The south of Ukraine is under threat from Kh-22 missiles carried by Tu-22M3s; "unrest" is being reported in Kerch. Amid WTI falling to $84.25 and a 17% decline in VIX, the U.S. may reorient resources toward the Middle East. NATO records a violation of Polish airspace by a Russian missile — the eastern flank requires a new security architecture.