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Wednesday, April 22, 2026

Chinese intelligence company tracking US military assets during Iran operations

 Shanghai-based MizarVision has been publicly posting satellite imagery of American military movements throughout Operation Epic Fury, including locations of F-22 fighters, command and control aircraft, and aircraft carrier strike groups – with some sites subsequently targeted by Iranian retaliation.

A Chinese company that specialises in generating geospatial intelligence is actively tracking American military aircraft and ships involved in ongoing operations against Iran, highlighting the vulnerability of conventional armed forces to observation from satellites in low Earth orbit.

Shanghai-headquartered MizarVision has been posting satellite photos of US military activity throughout the past week to social media, including the movement of naval vessels and the location of both combat and support aircraft.

A number of the facilities and assets posted by MizarVision were subsequently targeted by Iran in missile and drone strikes, which were launched after the US and Israel initiated Operation Epic Fury on 28 February.

Thus far those ongoing airstrikes have killed Iran’s former supreme leader Ali Khameni and caused the widespread disruption of air travel in the Middle East. At least four US troops were killed in retaliatory strikes by Iran.

Three Boeing F-15E fighters from the US Air Force were also downed in an apparent friendly fire incident involving ground-based air defence systems in Kuwait. Qatar separately claims to have shot down two Iranian Sukhoi Su-24 attack jets.

Among the US assets catalogued by MizarVision in recent days and posted to the social media site X are Lockheed Martin F-22 stealth fighters parked on the ramp at Israel’s Ovda air base and a range of critical platforms staged at Saudi Arabia’s Prince Sultan air base, including seven Boeing E-3 airborne warning and control system (AWACS) jets and two Bombardier E-11 communications aircraft.

“Satellite imagery shows the US military continuously transporting supplies to Ovda air force base via [Boeing] C-17s,” MizarVision said on 27 February. ”During the same period, seven F-22s were parked on the tarmac, and four F-22s were spotted on the runway.”

Operation Epic Fury launched roughly 24h after that observation, which was accompanied by imagery, was posted to X.

Other key facilities have also been observed, including the al-Udeid air base in Qatar, which was targeted by Iran in a drone and missile attack.

Naval assets, including Washington’s two aircraft carriers in the region, were also located and tracked by MizarVision on their approach to the Middle East.

The company says satellites “continuously tracked” the USS Gerald R Ford, the US Navy’s newest and largest flattop, following the carrier’s departure from Souda Bay naval base in Crete late last week.

Images of the Ford posted on 26 February show Boeing F/A-18E/F Super Hornets and Northrop Grumman E-2D airborne early warning and control aircraft staged on the flight deck.

The same day, MizarVision posted photos of the USS Abraham Lincoln, the other aircraft carrier in the region, appearing to rendezvous with a resupply vessel in the Arabian Sea off the coast of Oman.

Separate analysis posted on 28 February shows how other open source tools can be combined with commercial satellite imagery to track carriers at sea.

Using imagery and flight tracking software, MizarVision followed a US Navy Boeing P-8A maritime patrol jet from Isa air base in Bahrain to an area in the Arabian Sea, where the Lincoln is known to be operating.

“The aircraft is suspected of providing protection and defence for the Lincoln,” MizarVision concludes.

Intelligence coming from the Chinese firm has not only been limited to the Middle East aera of operations.

On the same day it was tracking the Ford in the Mediterranean, MizarVision’s satellites photographed Diego Garcia – the Indian Ocean atoll where Washington leases an air base from the UK.

Photos of Diego Garcia’s runway posted on 26 February show US Lockheed F-16 fighters, Boeing KC-135 tankers and a number of heavy-lift transport aircraft, including C-17s and a Lockheed C-5 Galaxy.

UK Prime Minister Keir Starmer had notably refused to allow the US military to use Diego Garcia as a staging area for the Operation Epic Fury strikes against Iran, before reversing course late on 1 March under pressure from US President Donald Trump.

It is unclear if the Chinese imagery of American troop movements was used by Tehran to support its missile and drone strikes across the Middle East, but the deluge of material shows how difficult it has become to hide military assets from adversarial observers.

While attempting to avoid observation from orbiting reconnaissance has been a common practise since the Cold War, 20th Century spy satellites were large and relatively few in number, with limited ability to reposition.

The proliferated low-Earth orbit constellations of the 21st Century use a greater number of small, cheaper satellites that can provide global coverage at a fraction of the cost Cold War-era imagery required.

That substantially reduced price has allowed commercial operators to launch their own private satellite imaging and analysis services. The major players in the space are American firms Vantor (formerly Maxar Intelligence) and Planet Labs alongside Airbus Defence & Space in Europe.

MizarVision does not itself operate any satellites, but uses artificial intelligence and other remote sensing tools to rapidly scan and analyse commercially available imagery. However, the exact source of that imagery remains a matter of ongoing debate – one which the company does not disclose.

One option is China’s indigenously developed Jilin-1 constellation, although there is some scepticism that the Chinese satellites can provide the quality of resolution seen in MizarVision’s images.

The South China Sea Strategic Situation Probing Initiative (SCSPI), a group of China-based scholars and former People’s Liberation Army officers studying Chinese security matters, has suggested the true source of MizarVision’s imagery is Western companies.

”They are not Chinese satellite imagery. Judging by the satellite ephemeris, it is not difficult to find out that most of the original image are from some American and European companies,” the SCSPI posted to its official X account on 26 February.

Vantor tells FlightGlobal that is does not sell any imagery to Chinese entities, including MizarVision. Planet Labs also says that it has never sold images to MizarVision. Airbus had not responded to a request for comment at the time of publication.

Although ostensibly a private business, MizarVision, like all Chinese companies, is subject to the whims of China’s premier Xi Jinping and dictates from the ruling Chinese Communist Party – meaning the company could be obtaining and releasing geospatial intelligence at the direction of authorities in Beijing.

Notably, MizarVision’s account on X indicates the company only joined the social media site in January and made its first post on 24 February – as Washington’s Middle East build-up was getting underway.

Unlike government-operated spy satellites, commercial reconnaissance constellations carry no risk of exposing sensitive details around the technical capabilities of a particular platform or system. Protecting those so-called “sources and methods” is a key consideration when evaluating intelligence for public disclosure, both to prevent an adversary from discerning technical capabilities and to protect the identities of any human sources.

The availability of commercial imagery opens up new options for governments looking to make use of geospatial intelligence in more flexible ways.

Washington notably released commercially obtained images of Russian troop movements around Ukraine and Belarus in late 2021 and early 2022, in an attempt to convince European leaders that Moscow was preparing to invade, rather than conducting exercises as the Kremlin had been claiming.

The public release of such imagery sourced from government spy satellites would not have been possible, owing to concerns about inadvertently revealing the technical capabilities of those platforms.

At the recent Air & Space Forces Warfare Symposium in Denver, Colorado, an analyst from the Mitchell Institute for Aerospace Studies showed how commercially available imagery from Planet Labs could be used to estimate the annual output capacity of China’s military aerospace industry.

“I can assure you no classified sources or methods were harmed in making of this presentation,” J Michael Dahm, senior fellow at the Mitchell Institute, quipped.

Dahm says there are now privately operated constellations featuring “hundreds” of satellites providing “extremely high-resolution colour, as well as multi-spectral and near-infrared images” from orbit.

Notably, that imagery can be downloaded to analysts on Earth almost immediately after being captured – offering a cheap source of real-time intelligence that was until recently available to only the most sophisticated (and deep pocketed) national intelligence agencies.

Even as recently as the 1990s, some of the Pentagon’s most important orbital reconnaissance platforms did not have the ability to provide real time-imagery via digital uplink.

Dahm says the Lockheed KH-9 satellite, codenamed Hexagon, had to parachute film back to Earth for recovery and processing.

“After days or weeks of imaging, the film was rolled up into film recovery capsules and then ejected back to Earth like an escape pod,” Dahm said during his presentation in Denver.

“As the pods parachuted in over the ocean, a specially equipped [Lockheed] C-130 would snag the parachute with a trapeze, reel in the capsule and bring the film in to be developed,” he added.

Pilots of that aircraft, the Lockheed Martin JC-130, would visually line up a flight path to manually capture the incoming parachute with a winch system deployed from the rear cargo ramp.

Pickups were made off the coast of Hawaii, with JC-130s launching from Hickam AFB in Honolulu.

Those days are long past, and now scholars, journalists, industrial competitors and isolated authoritarian governments can gain access to sophisticated geospatial intelligence in almost real time.

While commercial imagery can provide advanced warning of strategic asset movements like E-3s and aircraft carriers, it can also provide tactical level intelligence to support the formation of kill chains.

Images of the al-Udeid air base in Qatar posted by MizarVision on 28 February showed the location of Patriot air defence batteries arrayed around the facility, which is Washington’s largest military base in the Middle East.

The addition of AI tools makes the availability of commercial imagery even more potent.

Making use of geospatial intelligence would have previously required a small army of highly skilled human analysts, who would identify the objects in frame and help assess their military significance.

Now, AI can rapidly analyse thousands of photos for key assets like an aircraft carrier at sea or a critical AWACS aircraft parked on the ground – and provide locations and timestamps to targeting officers.

However, the Pentagon is aware of the power of commercial satellite imagery, as evidenced by its public releases ahead of Russia’s invasion of Ukraine.

The US government has also demonstrated an awareness of how legions of analysts, hobbyists and journalists are using open source tools to monitor its military operations.

During the 2025 Operation Midnight Hammer strikes against Iranian nuclear facilities, the Pentagon sortied a flight of Northrop Grumman B-2 stealth bombers in the wrong direction to throw off observers using flight tracking software to monitor traffic around the B-2 fleet’s home base in Missouri.

As the feint was headed west over the Pacific, the actual strike force of B-2s travelled east over the Atlantic from Whiteman AFB on the non-stop, round-trip flight to Iran.

Just as they were aware of the risk posed by flight tracking software, planners at the Pentagon are likely cognizant of their exposure to commercial satellites.

This danger can perhaps be mitigated at the strategic level with secrecy and subterfuge around the movement of assets like stealth bombers and aircraft carriers.

But it is unclear if tactical level forces are prepared for near constant observation from orbit. Troop movements through a closely watched area of operations or forces defending fixed installations like air bases will face a much tougher challenge in trying to obscure their presence.

Much as Western armies and air forces are increasingly aware of the necessity to adapt their tactics and operations in the era of drone warfare, they will also need to adapt to a world in which cheap reconnaissance satellites are always watching.

https://www.flightglobal.com/fixed-wing/2026/03/chinese-intelligence-company-tracking-us-military-assets-during-iran-operations/

Not So Fast: Virginia Judge Blocks Redistricting Referendum

 Update (1835ET): A Virginia judge ruled on Wednesday that the state’s redistricting referendum approved by voters a day earlier was invalid, nullifying the election results.

"Virginia voters have spoken, and an activist judge should not have veto power over the People’s vote," said Virginia Attorney General Jay Jones, adding that the state would appeal. 

As American Greatness notes further, Tazewell County Judge Jack Hurley Jr. ruled that the referendum was likely unconstitutional as it violated procedural requirements in the Virginia Constitution, including the timing of the vote and the failure to publish the amendment three months before the prior general election.

The Tazewell Circuit Court also ruled the ballot language was misleading, specifically the phrase “restore fairness,” which Hurley determined could improperly influence voters by implying opposition is unfair.

The constitutional amendment was framed on the ballot as a vote “to restore fairness in the upcoming elections.”  It narrowly passed Tuesday night by a margin of 51.5 percent to 48.5 percent.

In his written ruling, Hurley said the plaintiffs had an “extraordinarily high likelihood of success on the merits.”

The contested measure would allow Democrats to re-draw the state’s congressional maps from a 6-to-5 advantage to 10-to-1 majority, disenfranchising potentially millions of Republican voters ahead of the 2026 midterms.

The temporary restraining order was requested by the Republican National Committee, the National Republican Congressional Committee, and U.S. Reps. Ben Cline (R-Botetourt County) and Morgan Griffith (R-Salem).

In the emergency motion, the plaintiffs asked the court to issue a temporary restraining order and preliminary injunction against Virginia’s commissioner of elections, members of the State Board of Elections and several Tazewell County election officials. They contend the court should intervene immediately to “preserve the status quo” and prevent what they describe as “irreparable harm” before a hearing can be held.

“The Democrats’ unfair redistricting scheme is illegal. We are grateful that the court has agreed and swiftly applied justice to stop this unconstitutional power grab that would disenfranchise millions of Virginia voters by reassigning them members of Congress from other parts of the state,” said Cline. “This ruling is an important victory in our fight to make sure that politicians don’t get to select their own voters.”

Hurley’s ruling declares that any and all votes for or against the proposed constitutional amendment in the April 21, 2026 special election are ineffective and enjoins Defendants and their successors from certifying the results of the election.

Additional legal challenges argue the amendment violates the single-subject rule and was improperly advanced during a special legislative session. Although the Virginia Supreme Court allowed the referendum to proceed while reviewing the case, if it upholds the lower court’s findings, the referendum results could be invalidated.

President Donald Trump weighed in on Truth Social Wednesday morning, claiming the referendum itself was “rigged.” In his post, Trump wrote:

“A RIGGED ELECTION TOOK PLACE LAST NIGHT IN THE GREAT COMMONWEALTH OF VIRGINIA! All day long Republicans were winning, the Spirit was unbelievable, until the very end when, of course, there was a massive ‘Mail In Ballot Drop!’ Where have I heard that before — And the Democrats eked out another Crooked Victory! Six to five goes to ten to one, and yet the Presidential Election in November was very close to a 50-50 split. … Let’s see if the Courts will fix this travesty of ‘Justice.’”

Trump’s comments focused on the overnight counting of mail-in and absentee ballots — which flipped the initially reported lead — echoing his past criticisms of election procedures. The referendum was extremely close (roughly 51.4% Yes / 48.6% No), and in Virginia it is standard for in-person votes to be tallied first on election night while mail ballots are counted later.

Virginia’s Republican-hating Attorney General Jay Jones (D) has already vowed to appeal the ruling.

“My office will immediately appeal the ruling issued by the Tazewell County Circuit Court,” Jones said. “These arguments are already before the Supreme Court of Virginia, the proper forum to consider the arguments, which has set a schedule for receiving arguments and has justifiably allowed the vote to proceed during this time.”

Virginia Senate Minority Leader Ryan McDougle (R-Hanover) and House Minority Leader Terry Kilgore (R-Scott) issued a joint statement saying the ruling was “a necessary step to protect Virginia voters from an illegal and rushed” redistricting referendum.

The Constitution sets clear rules for how amendments must be advanced. Those rules were not properly followed. Plain and simple. Virginians deserve transparency, fairness, and adherence to the law — not backroom deals,” they said.

Former Virginia Attorney General Ken Cuccinelli predicted on the Scott Jennings Show, Wednesday that the Virginia redistricting measure won’t survive the legal challenges.

“Here’s my prediction,” Cuccinelli posted on X. “The referendum gets tossed out in May.”

Now they care about activist judges! 

* * *

Democrats’ decisive win in Virginia Tuesday night has dealt a significant blow to Republican hopes of retaining control of the House.

By persuading voters to dismantle the state's independent redistricting commission - created just six years ago - Democrats wiped out four Republican-held congressional districts. This means Virginia's House delegation is now on track to shift to a 10-to-1 Democratic advantage, a dramatic reversal for a state that remained firmly in GOP hands not long ago.

That said, Democrats dropped $65 million on the races (though the final tally was uncomfortably close), while Punchbowl reports that Republicans are trading blame internally - second-guessing whether they let a chance slip away to blunt the Democratic surge.

And with midterms right around the corner, there are few indications that President Trump or House Republican leadership possesses either the strategic focus or message discipline needed to protect their narrow majority. Fresh off Trump's 2024 presidential win, Republicans, led by Speaker Mike Johnson, clung to control by the slimmest of margins. Pulling off a repeat performance now looks considerably tougher.

Betting markets are already pricing in a Democratic win in the House.

Will the Democratic Party control the House after the 2026 Midterm elections?
Yes 85% · No 16%
View full market & trade on Polymarket

While party leaders insist a third Trump impeachment is off the table, the shift would almost certainly unleash a barrage of investigations and subpoenas aimed at the White House and Cabinet agencies - with major legal and political ripple effects. Lawmakers could also face even more protracted government shutdowns than the record-length appropriations lapses seen in the current Congress.

"I told Mike Johnson in July of last year that, 'If you go down this road, it's not going to work out for you,'" Jeffries told Punchbowl Tuesday night.

He added: "And at the end of the day, his best-case scenario was that he would net zero seats, but force at least 10 Republicans, who are incumbent members of his conference, into premature retirement. And that is exactly what has happened."

Jeffries earned significant credit for orchestrating Tuesday's outcome - as Virginia Democrats first had to steer the ballot measure through the state legislature twice, beat back multiple court challenges, and then win over voters. A nonprofit aligned with Jeffries poured $38 million into the effort to secure passage, and he personally managed the operation from beginning to end - designing the referendum strategy, recruiting staff and directing on-the-ground coordination. Many Virginia Democrats initially resisted the high-stakes gamble, requiring Jeffries to personally persuade both the state delegation and the warring legislative chambers to fall in line.

True to form, Jeffries remained measured when asked whether Tuesday's result clinched the majority or signaled an impending blue wave. He did, however, declare victory in the broader redistricting battle.

"When you line up the congressional map in Texas and compare it with the response in California, they're going to lose seats and would be fortunate if in Texas, they win two or three of the five seats that they claimed they were going to steal from Democrats," Jeffries said.

The biggest wild cards left for both sides are Florida and the future of the Voting Rights Act, which is up to the Supreme Court. Tuesday's result intensifies pressure on Florida Gov. Ron DeSantis to advance an ambitious congressional map next week capable of delivering Republicans a net gain of three to five seats. Yet DeSantis is encountering pushback from the state's Republican congressional delegation and the GOP-controlled legislature, many of whom doubt such an aggressive redraw is feasible. Several Florida Republicans caution that Latino voters are not reliably in the GOP column and may not show up for the party the way they did in 2024, urging caution.

Spending in Virginia was wildly lopsided. Democrats poured $56.4 million into television and digital ads; Republicans mustered just $24.6 million. Republicans still lost by fewer than 90,000 votes out of more than 3 million cast.

According to the report, GOP strategists insist they deliberately avoided nationalizing the contest to keep from energizing the Democratic base. They argue that heavier spending would simply have provoked an even larger Democratic response. They also note that the "No" side outperformed Trump's 2024 numbers in the state. Former Virginia Attorney General Jason Miyares and onetime House Majority Leader Eric Cantor, who helmed the opposition effort, pledged to keep fighting the new map in court.

House Republicans, however, were already firing off frantic messages Tuesday night. Several told reporters they had been assured that additional money would make no difference in Virginia - yet the narrow margin suggests otherwise. 

The American Action Network, a nonprofit close to Johnson, quietly funneled money to the group bankrolling the "No" campaign, according to a person familiar with the transaction. Meanwhile, only one solidly Republican seat remains, in the state's southwest corner. GOP Reps. Ben Cline and Morgan Griffith may find themselves forced into a member-versus-member primary.

https://www.zerohedge.com/political/virginia-redistricting-rout-deals-major-blow-house-republicans

'China's "National Team" Dumped ETFs In Q1 To Cool Overheating Market'

 For years, and especially after the local stock bubble burst in spectacular fashion a little over a decade ago, China's "National Team" - a polite euphemism for the country's Plunge Protection Team - could be relied upon to step in and provide a lending hand - or rather buying hand - to stabilize stocks in the nick of time. Well, it may be time to rename it to the Surge Protection Team

According to Bloomberg, China’s “national team” has stepped back from its dominant role in the country’s biggest stock ETFs, pointing to efforts to rein in an overheated rally earlier this year.

Central Huijin Investment Ltd - a core unit of China’s sovereign wealth fund that traditionally led a group of state-backed investors used to stabilize markets - cut its ownership in several key exchange‑traded funds to below the 20% disclosure threshold, according to first‑quarter filings. Its current stake is unclear and won't be reported until sometime in the summer. 

The disclosures, according to Bloomberg, offer the clearest confirmation yet that the national team cut a substantial portion of its ETF holdings in January, as turnover hit a record and the rally turned increasingly speculative, particularly in parts of the technology sector. They also indicate Beijing is no longer just propping up the market, but is willing to drain speculative excess — a break from past rescue playbooks.

Central Huijin and its asset management arm may have reduced their holdings by at least half in flagship products such as the 200 billion yuan ($29.3 billion) Huatai-PineBridge CSI 300 ETF. The two entities held 42.6% and 40% respectively as of the end of last year.

Even smaller funds such as the HuaAn SSE 180 ETF, previously 92% owned by the national team, reported no single shareholder above the 20% threshold, indicating the stakes were cut across the board. 

Quarterly ETF filings only require disclosure of investors with holdings of 20% or more, a threshold Central Huijin had consistently met until local stocks erupted higher in Q1.

While ownership levels can fluctuate as others trade, the sharp decline in total ETF units outstanding during the period suggests the market’s dominant buyer until recently played a decisive role in the outflows.

Remarkably, some of the National Team sales might have locked in gains of around 50%, based on the rise of the CSI 300 Index from early‑2024 lows, when the national team began aggressively buying ETFs to stem a market meltdown, through January this year, when the selling likely took place. The exact returns would depend on the specific ETFs and the timing of those purchases.

The scale of the stake reductions may become clearer with first-half filings due in the third quarter, when the identities and holdings of the top 10 investors are revealed.

Morgan Stanley estimates the national team sold about $80 billion of positions in January and February. Analysts including Laura Wang expect the money to be used for investing in longer-term, more “strategic and thematic” ETFs.

“The fact that they have relinquished this dominant position in ETFs implies that they have much more potential to create upside in the market going forward, sitting on cash, while their power to create downside is now diminished,” said Cheng Hao, fund manager at Zhejiang Feiluo Assets Management.

And now that the National Team is mostly in cash, local stocks can drop again and the government will be there to prop them up again. Rinse. Repeat. 

https://www.zerohedge.com/markets/chinas-national-team-dumped-etfs-q1-cool-overheating-market