Situation Reports

Afghanistan’s Fate Will Be Shaped by Geoeconomics

Operation Enduring Freedom

Three geoeconomic factors will determine the future of Taliban-controlled Afghanistan: opium, natural resources, and regional trade networks.

Europe’s Energy Crisis Goes from Bad to Worse

cc ruben van eijk, Flickr, modified, https://www.flickr.com/photos/073/3163309842

Record-high natural gas prices have European consumers hoping for a mild winter.

Is the Australia-UK-USA Trilateral Security Partnership (AUKUS) a Gamechanger?

Pictured is HMS Ambush returning to HMNB Clyde in Scotland., cc Flickr Defence Images, https://flickr.com/photos/defenceimages/9522632603/in/photolist-fvtYUK-2jvDiab-fmb3EE-2ki7bRg-2hLXvyq-2kYn1ir-vWMtJQ-2krQA2g-Xda2ms-2gVEfRr-2dvRio9-2bxdsxh-2kZSKx7-2gnGJiZ-i1Cji-2grCbXH-divhFt-ek2ELw-2grCcix-2gnH86i-8mkqff-fmb3Dj-7CPPUd-hKchQ-2gUoQq4-dkxhD8-divhBV-2iukW5U-6sw9G1-5yypmV-dF5FSj-dEZgsr-dF5FPJ-SWdZuE-evC8Ec-hJEvb4-HHdBMr-divgvQ-divhJn-fpm5Po-divgzj-6z8nQp-ijchoS-wey27c-fp6Q3Z-rDjWBr-D3FtQV-2jddQbZ-2jx7D5g-2m3g9Mk

The pact is notable in its shift from style to substance in US-led efforts to counter China in the Indo-Pacific.

Evergrande: China’s Property Goliath Teeters on the Brink

Tianjin Skyline in 2008 cc Flickr Jakob Montrasio, https://flickr.com/photos/yakobusan/2363688612/in/photolist-or5QKs-4ASwgW-jsPxZm-9mqSr4-5p1eV4-5px8HG-qeK7Q6-jRG1hi-cfSysm-avFEWz-gn4sq7-nF9keS-7QGK-apBigU-e7s8ma-nkFxDm-GkXecR-nkFEPv-nkFn3k-MHcYC1-osM6DE-bUT8n4-dzJz2q-9ZHKC8-8Mk6Rd-rnKVP2-XWH1yv-rnEddr-agoRz8-oSXUEZ-oAtroj-nkFCRT-duM8s9-DS9SS7-MDuhXW-qqTdid-r6jFG9-Mfx5Y1-H7prF9-MfxcVC-r6iM77-2dQb9KS-Wfunid-orxeSV-WVcV4J-ottDJg-DS9Giw-Xsevz5-nBWZzA-owkMvgmodified,

What does too-big-to-fail with Chinese characteristics look like? Evergrande could be just that.

Nickel Prices Recover, Seek Out New Highs

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Supply concerns seem to be trumping fears of technological disruptions, with an EV-driven demand boom looming on the horizon.

What Does a Taliban-Controlled Afghanistan Mean for India’s Foreign Policy?

cc G20 Argentina, modified, https://creativecommons.org/licenses/by/2.0/

The Taliban takeover of Afghanistan reshuffles the geopolitical deck in Central Asia, leaving India with what appears to be a losing hand.

ECB Moves to Scale Back COVID-Era Bond Buying

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Citing improved growth and rising inflation, the ECB moved to scale back its bond purchases. But don’t call it a taper.

Guinea Coup: Geopolitical Repercussions Abound for Chinese Industry

Simandou

A military coup in one small West African country risks significant economic repercussions for China.

Russia Central Bank Sounds Alarm on Inflation

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The Bank of Russia’s latest monetary policy forecast raises a novel possibility: What if the present inflationary trend isn’t temporary at all?

SNAPSHOT: China Trade Data Beats Expectations

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Christmas seems to have come early, lifting China exports to record highs and brushing away fears of a Delta hangover.

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