Assessments

Canada

United States

Australia

Singapore

Germany

France

Poland

Romania

India

Pakistan

Indian and Pakistani border forces at the Wagah border post separating their countries April 25 near Amritsar, India.

Global Trade

Military & Security

Politics

A look at what the coming week will bring -- and a list of recommended RANE articles from the week that was.

The Weekly Rundown: A Likely Indian Attack on Pakistan, Romania's Presidential Election Rerun

Stay informed about the significant meetings and events RANE analysts are tracking.

Geopolitical Calendar

Tracking U.S. Naval Power

This map shows the approximate locations of U.S. Carrier Strike Groups and Amphibious Ready Groups.

U.S. Naval Update Map: May 1, 2025

Columns

On Geopolitics

Benin

Burkina Faso

Cameroon

Central African Republic

Chad

Comoros

Cote d'Ivoire

Djibouti

Gabon

Guinea

Madagascar

Mali

Mauritania

Niger

Republic of the Congo

Senegal

Togo

A picture released on July 12, 1963, of then-French President Gen. Charles de Gaulle (2L) and Jacques Foccart (L) greeting African, Malagasy and French overseas territories veterans arriving in Paris for French Bastille Day celebrations.

Economics

After decades of cultivating tight-knit relationships with francophone African countries, France has effectively ended its forward military presence in West and Central Africa amid shifting political dynamics in both regions, which will weaken its influence on the continent but enable Paris to reallocate resources towards Europe's security.

France, Africa and the Future, Part 1: A New Balance of Power 

An Indian paramilitary trooper patrols a market area in Pahalgam, south of Srinagar, in India-held Kashmir, on April 29, 2025. 

India will likely soon launch limited military strikes against Pakistan in retaliation for the deadly April 22 Kashmir attack, raising the risk of escalation despite both sides' desire to avoid a full-scale war.

The Drivers and Constraints to a Wider India-Pakistan Conflict

Snapshots

Canadian Prime Minister and Liberal Party leader Mark Carney speaks to his supporters in Ottawa, Canada, on April 29, 2025, after winning the country’s early general elections. 

Canada's newly elected Liberal government, led by Prime Minister Mark Carney, is poised to tackle an economic slowdown with tax cuts, domestic industry protection, and closer ties to Europe despite falling just short of a parliamentary majority.

Liberals Win Canada Election, but Minority Government Will Complicate Legislation

Global Elections

Iran

Saudi Arabia

A woman walks by anti-U.S. murals on the walls of the former U.S. embassy in downtown Tehran, Iran, on April 11, 2025. 

Energy

The U.S. will likely have to allow some Iranian uranium enrichment to ink a nuclear deal, likely resulting in Saudi Arabia seeking similar provisions for its own civilian nuclear program.

With Iran and Saudi Arabia, the U.S. Faces a Uranium Enrichment Dilemma

U.S.-Iran Relations

Europe

Italy

Ukraine

Indian soldiers stand guard atop their vehicle in Srinagar, India, on April 23, 2025, following a deadly militant attack on tourists in Indian-administered Kashmir.

The Weekly Rundown: Escalating Pakistan-India Tensions, Canadian Elections and Pope Francis' Funeral

China

A digital illustration of the Chinese and EU flags.

Transatlantic trade tensions have created a window for tactical EU-China engagement, but structural constraints and unresolved disputes limit prospects for meaningful realignment.

Budding EU-China Rapprochement Amid U.S. Tariffs Will Have Its Limits

U.S.-China Relations

Media

Podcasts

Will India be able to stay on track for its growth goals?

Essential Geopolitics: The Outlook for India's Economy

An Indian paramilitary serviceman keeps watch in Pahalgam, south of Srinagar, on April 23, 2025, following a deadly attack in Indian-administered Kashmir. 

India and Pakistan's exchange of tit-for-tat diplomatic and economic moves is raising the risk of a military escalation, while also fueling domestic unrest due to rising nationalist sentiment in both countries.

India-Pakistan Tensions Surge Following Deadly Kashmir Attack

United Arab Emirates

Yemen

Yemeni soldiers stand guard during a protest against the United States on April 18, 2025 in Sanaa, Yemen. 

As intensified U.S. airstrikes fail to halt Houthi attacks on Israel and Red Sea shipping, Washington is increasingly likely to seek on-the-ground Yemeni partners to pressure the militant movement.


In Yemen, the U.S.'s Anti-Houthi Campaign Raises the Specter of a Government Ground Offensive

Latest

Supporters of Singapore's ruling People's Action Party attend an election rally on May 1, 2025. 

While the ruling party is set to extend its 60-year rule, a weaker mandate could impede its ability to navigate economic headwinds and rising public demands for policy reform.

Previewing Singapore's Election

Israel

Syria

Turkey

Fighters gather outside a building that was seized by jihadists in Syria's northern Aleppo province on Nov. 29, 2024, amid the Hayat Tahrir al-Sham (HTS) offensive against government forces.

The two countries will seek to avoid direct conflict amid U.S. pressure to de-escalate tensions, but their competing military presence in Syria and elevated risk tolerances leave the door open to miscalculations and limited clashes.

Can Israel and Turkey Avoid a Conflict in Syria?

Drag-line excavator mines rare earth materials on Ukrainian soil on Feb. 25, 2025, in the Zhytomyr region of Ukraine. 

Russia-Ukraine Conflict

A new U.S.-Ukraine economic deal offers Washington a long-term stake in Ukraine's critical resources -- and a potential lever in ceasefire diplomacy.

New Strategic Pact Gives U.S. Stake in Ukraine's Economic Future

Russia

People walk past an electronic panel, promoting the contract service in the Russian armed forces, with a sign that reads "Our profession is to defend the Fatherland" in a shopping mall on May 11, 2024, in Moscow, Russia. 

Russia is signaling it may welcome back Western companies, but strict conditions, ongoing sanctions and reputational risks are likely to deter a widespread return.

Russia Opens Door to Western Firms, But With Major Strings Attached

United Kingdom

U.S. Special Envoy Steve Witkoff (2 L) and U.S. Secretary of State Marco Rubio (C) attend a meeting with European and Ukrainian officials on April 17 at the Elysee presidential palace in Paris.

Ukraine will be forced to choose between compromising on its supposed red lines to de-escalate its war with Russia, or risk losing U.S. support and its battlefield position. 

Growing U.S. Pressure for a Peace Deal Puts Ukraine in a Difficult Position

Kuwait

Kuwaiti traders follow the stock market activity at the Boursa Kuwait stock exchange building in Kuwait City on April 7, 2025. 

The law will enable external borrowing to finance the country's deficits and Vision 2035 investments, but Kuwait's growing reliance on debt markets to increase capital expenditure could eventually prove problematic. 

After Eight Years of Gridlock, Kuwait Finally Passes a New Debt Law

Argentina

Aerial view of 9 de Julio Avenue in Buenos Aires, Argentina, is seen on April 10, 2025, during a 24-hour strike called by workers' unions against the economic policies of President Javier Milei. 

The $20 billion bailout package will reduce financial risks amid Argentina's ongoing macroeconomic adjustment, but the threat of policy slippage will increase ahead of the 2027 presidential election.

What To Make of Argentina's Latest IMF Deal

South Africa

Democratic Alliance leader John Steenhuisen holds a press conference in Johannesburg, South Africa, on Jan. 28, 2025.

Rising tensions between the ruling ANC and its key coalition partner over the 2025 budget are raising the risk of a coalition breakdown, which would threaten policy paralysis and a marked depreciation of the rand.

What the Democratic Alliance's Exit From Government Would Mean for South Africa

Cranes unload shipping containers from a ship at a port in Qingdao, in eastern China's Shandong province, on April 2, 2025. 

The timing and scope of Beijing's retaliatory measures signal a significant escalation of its trade war with Washington, which may nonetheless increase the long-term chance of a trade deal.

China Abandons Restraint With Latest Trade Salvo Against the U.S.

Sudan

A photo of Khartoum, Sudan, with columns of smoke rising in the background.

The SAF's military victory in Khartoum marks a turning point in the country's civil war, but a firm resolution remains out of reach as the RSF fights to consolidate control in the west.

What Next for Sudan After the Army Retakes Khartoum?

Nigeria

Algeria

Morocco

A Gabonese brigade participates in a training exercise as part of a military program linked to the Franco-Gabonese partnership at the French military base Camp de Gaulle in Libreville on March 19, 2025. 

France's reduced influence in Africa will create space for local and foreign actors to take on greater leadership roles, but their inability to fill the security vacuum left by France's withdrawal would threaten to destabilize the region.

France, Africa and the Future, Part 2: The Age of Multi-Alignment 

Lebanon

A Lebanese flag painted on a damaged building in the village of Meiss El-Jabal in southern Lebanon is seen from a position on the Israeli side of the border on Jan. 23, 2025, in northern Israel. 

Hezbollah's military losses and the formation of Lebanon's new government have opened the door to a new chapter in Lebanese history, although external pressure will complicate the country's next steps.

Hezbollah's Future in Lebanon

A crowd of men in 1930 wearing jackets and hats.

U.S. tariffs are throwing economies across the globe into disarray, just as they did in 1930, but lessons from the past could keep the world from tipping into a second Great Depression.

Lessons From the 1930s on Avoiding a Second Great Depression

Spain

NATO military forces during static display after the Steadfast Dart 2025 military exercises at the Smardan Training Area in Smardan, Romania, on Feb. 19, 2025. 

Environment, Science & Technology

Europe is increasingly focused on achieving greater strategic autonomy in defense, but internal divisions and material constraints will plague this quest, even as the United States' role on the Continent continues to shrink, meaning NATO will likely remain the cornerstone of Europe’s security architecture. 

The Future of Transatlantic Security Cooperation, Part 2: The View From Europe

Traders work on the floor of the New York Stock Exchange (NYSE) moments after the Closing Bell and the start of U.S. President Donald Trump's news conference on tariffs on April 2, 2025.

Rather than sparking a manufacturing renaissance, Trump's tariff policy threatens to undermine U.S. economic competitiveness for years to come.

The Perils and Pitfalls of Trump's Trade Strategy

Members of the Spanish and Bulgarian armed forces during the NATO exercise Steadfast Dart on Feb. 13, 2025, in Tsrancha, Bulgaria. 

Any U.S. retrenchment away from Europe will more likely be gradual, shaped by strategic realities, shared interests and material constraints, but this transition will still carry profound military, economic and societal implications that will deeply reshape the Continent's security landscape and accelerate the transition to a truly multipolar world.

The Future of Transatlantic Security Cooperation, Part 1: The View From Washington

Mexico

U.S. President Donald Trump speaks from the Oval Office on March 7, 2025, after announcing that tariffs could be imposed on Canadian dairy and lumber products within days. 

The expanding scope of Trump's trade wars, coupled with the whiplash of tariffs being enacted and then suspended, begs the question: what is driving this strategy and what, if anything, will constrain it?

Trump's Emerging Trade Doctrine

Haiti

U.S. Secretary of State Marco Rubio announced in a press release on May 2 that the State Department officially designated the Haitian gangs Viv Ansanm and Gran Grif as foreign terrorist organizations, or FTOs, and specially designated global terrorist groups, or SDGTs.

U.S., Haiti: U.S. Designates Major Haitian Gangs as Terrorist Groups

The Federal Office for the Protection of the Constitution, Germany's domestic intelligence agency, officially designated the far-right Alternative for Germany party, or AfD, as an extremist group following a comprehensive three-year investigation, citing its ethnic-based definition of national identity as a threat to democratic values, Reuters reported on May 2. 

Germany: Domestic Intelligence Agency Labels Far-Right AFD Party as Extremist Organization

Taiwan

Taiwanese President William Lai plans to give a speech (likely on May 8) commemorating the 80th anniversary of Victory in Europe Day, in which he is expected to laud the cooperation of democracies in the face of authoritarian aggressors and may reference China as a modern-day parallel threat, Reuters reported on May 1.

Taiwan: Lai Speech on VE Day Raises Specter of Another Chinese Drill

Indonesia

In a May Day speech on May 1, Indonesian President Prabowo Subianto pledged to "take back state assets" controlled by private business, citing the power to do so under Article 33 of Indonesia's 1945 Constitution, The Jakarta Post reported the next day.

Indonesia: President Vows To 'Take Back State Assets' From Private Industry

Japan

Japan's trade envoy to the United States, Ryosei Akazawa, met with his counterparts in Washington on May 1, where the U.S. team proposed easing reciprocal tariffs (but maintaining automobile, steel and aluminum tariffs) on Japanese goods in return for Japanese concessions on nontariff barriers for automobiles and agriculture, a plan the Japanese team "strongly opposed," Nikkei reported on May 2.

Japan, U.S.: As Second Trade Talk Founders, Tokyo Hints at Wielding Treasuries

Israel conducted an airstrike near Syria's presidential palace in Damascus, Bloomberg reported on May 2.

Israel, Syria: Israel Strikes Near Syrian Presidential Palace in Damascus

Colombia

Colombian President Gustavo Petro sent Congress a 12-question referendum proposal, including questions aimed at overhauling the country's labor laws, AP reported on May 1. 

Colombia: Petro Pushes for Referendum on Labor Law Overhaul

Science & Technology

A digital map illustration of Russia.

The White House believes that restoring ties with Moscow will help it negotiate a ceasefire in Ukraine and, more importantly, undermine Russia-China relations in the long run. But numerous potential pitfalls mean this approach is unlikely to pay off.

The Rationale and Risks of Trump's Push to Reengage With Russia

A map of the United States from 1897. While a revisionist America could lead to a more stable world order, it would be much more likely to lead to greater uncertainty, volatility, and conflict.

While a revisionist America could lead to a more stable world order, it would be much more likely to lead to greater uncertainty, volatility, and conflict.

What a Revisionist U.S. Foreign Policy Could Mean for the World

British right-wing opposition party Reform UK won its fifth parliamentary seat in the Runcorn and Helsby by-election -- narrowly defeating the Labour Party of Prime Minister Keir Starmer by six votes, the BBC reported on May 2.

U.K.: Right-Wing Party's Electoral Gains Pressure Labour and Conservatives

Democratic Republic of the Congo

Rwanda

Senior adviser to U.S. President Donald Trump Massad Boulos said the United States is pushing the Democratic Republic of the Congo and Rwanda to sign a formal peace deal in two months, Reuters reported on May 1.

Congo, Rwanda: Trump Administration Eyes Peace Agreement, Mineral Deals in Two Months

Participants in a national political conference organized by Mali's military regime recommended appointing junta leader Col. Assimi Goita as president of the republic for a renewable five-year term, without going through elections, RFI reported on April 30.

Mali: National Political Conference Recommends Nominating Junta Leader as President

Finland

Sweden

Videos

Why is Turkey blocking Finland's and Sweden's accession to NATO?

Essential Geopolitics: Why Turkey Is Blocking NATO From Bringing in Sweden and Finland

Broken Contracts in the Middle East

Stratfor Middle East and North Africa Analyst Emily Hawthorne updates the political and economic situation in Algeria.

Essential Geopolitics: An Update on Algeria

Three Geopolitical Events in the Week Ahead • Oct. 21, 2019

Three Geopolitical Events in the Week Ahead • Oct. 14, 2019

In this short video Middle East and North Africa Analyst Ryan Bohl discusses three events to watch for this week.

Three Geopolitical Events in the Week Ahead • Oct. 7, 2019

Three Geopolitical Events in the Week Ahead • Sept. 23, 2019

Three Geopolitical Events in the Week Ahead • Sept. 9, 2019

Uzbekistan

Uzbekistan's strategic location and natural resources make it of significant interest to external powers, including Russia, China, and the United States.

Stratfor explains Uzbekistan's struggle to maintain internal unity while balancing against its regional neighbors and external powers.

Previewing Singapore's Election

Latest

SITUATION REPORTS

U.S., Haiti: U.S. Designates Major Haitian Gangs as Terrorist Groups

Germany: Domestic Intelligence Agency Labels Far-Right AFD Party as Extremist Organization

Taiwan: Lai Speech on VE Day Raises Specter of Another Chinese Drill

Indonesia: President Vows To 'Take Back State Assets' From Private Industry

Japan, U.S.: As Second Trade Talk Founders, Tokyo Hints at Wielding Treasuries

Israel, Syria: Israel Strikes Near Syrian Presidential Palace in Damascus

Colombia: Petro Pushes for Referendum on Labor Law Overhaul

U.K.: Right-Wing Party's Electoral Gains Pressure Labour and Conservatives

Congo, Rwanda: Trump Administration Eyes Peace Agreement, Mineral Deals in Two Months

Mali: National Political Conference Recommends Nominating Junta Leader as President

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