Geopolitical Monitor

Geopolitics Weekly (Afghan Earthquake, US Drones, India Military Modernization)

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This week we cover a new prime minister’s entry into the fray of Thai politics, President Trump making moves to expand the global market for US drone sales, geopolitical risks associated with a recent earthquake in Afghanistan, and India’s ambitious new military modernization program.

Geopolitics Weekly (Vietnam Tungsten Mine, Tianjin Summit, Indonesia Protests)

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This week we cover new efforts by China to solidify control over global tungsten supply chains, centered around the Nui Phao complex in Vietnam; enduring political risks despite President Subianto relenting in the face of protester demands in Indonesia; and the optics of a multipolar world at the SCO summit in Tianjin.

Geopolitics Weekly (EU-US Trade Deal, India Tariffs, Taiwan Defense Spending)

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This week we cover recently released details of the EU-US trade deal, tariff blowback in India, and signs of increased defense spending in Taiwan.

Geopolitics Weekly (Alaska Summit, Serbia Protests, Pakistan Floods)

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This week we assess the immediate fallout of the US-Russia Alaska summit between Trump and Putin, an escalating student protest movement in Serbia, and severe floods in northwest Pakistan that could serve as a template for future climate-related disasters.

Geopolitics Weekly (India Tariffs, Gaza Reoccupation, Alaska Summit)

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This week we examine signs of India pushback against the latest Trump tariffs, a controversial plan to re-occupy Gaza being greenlit in Israel, and the upcoming Alaska summit between presidents Trump and Putin.

Geopolitics Weekly (US Economy, New Trump Tariffs, Nuclear Subs)

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This week we examine some concerning job numbers in the US economy, a new round of Trump tariffs, and new evidence of a hardening line on Russia from President Trump.

Geopolitics Weekly (US-EU Trade Deal, Thailand-Cambodia Conflict, Sudan)

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This week we cover the new US-EU trade deal, ongoing fighting at the Thailand-Cambodia border, signs of a new permanent partition of Sudan, and the geopolitical consequences of a failed recall movement in Taiwan.

Geopolitics Weekly (Syria Strikes, Iran Nuclear Assessment, Japan Elections)

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This week we cover a recent US assessment on damage to Iran’s nuclear sites, the situation in southern Syria, and the bond market repercussions of another LDP electoral drubbing in Japan.

Geopolitics Weekly (Red Sea Attacks, Kenya Protests, Taiwan Military Exercises)

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This week we cover the sinking of two cargo ships in the Red Sea, Taiwan’s largest-ever military exercises, a violent flare-up of a long running anti-government protest movement in Kenya, and questions surrounding the agreed upon terms of the US-Vietnam trade deal.

Geopolitics Weekly (Liberation Day Redux, Ukraine Bomber, Global Drought Risk)

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This week we cover the looming deadline for the Liberation Day tariff reprieve, mounting concerns over US military stockpiles, the latest evolution of Russian hybrid warfare tactics in Ukraine, and a UN report outlining drought risks around the world.

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