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SnapshotsJul 1, 2020 | 20:30 GMT
Russia’s Constitutional Changes Appear Headed for Approval
Preliminary results of Russia’s constitutional referendum suggest the amendments will easily be passed despite opposition groups potentially disputing results, thus setting the Kremlin on a course to prepare its political system for a future without President Vladamir Putin. With 55 percent of votes already counted, Russia’s electoral commission announced July 1 that 76.6 percent of voters have approved the proposed constitutional amendments. A turnout of about 65 percent projects a high level of legitimacy for the vote, which will support the Kremlin’s democratic narrative and limit public backlash. 
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Russia
Politics
Russia's Internal Struggle
AssessmentsJul 1, 2020 | 10:00 GMT
An image depicts waving Chinese and Indian flags overlaying a map of the world.
In India, Anti-China Anger Will Bring Out Modi's Hawkish Side
A surge of anti-China sentiment among Indian lawmakers, business leaders and voters will prompt Prime Minister Narendra Modi to take a more aggressive approach against Bejing in the wake of the two countries' recent border clash. This could include a variety of actions ranging from diplomatic moves to economic and trade measures, as well as a continued military build-up against China, which will only further ratchet up tensions between the nuclear-armed neighbors. 
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China
India
Technology
Security
Economics
Military
The India-Pakistan Rivalry
Modernizing China’s Military
China in Transition
India's Own Worst Enemy
GuidanceJun 27, 2020 | 15:00 GMT
A man is detained by riot police in downtown Hong Kong during a pro-democracy demonstration on May 27, 2020.
The Weekly Rundown: West Bank Annexations, Grim Global Economic Forecasts and Failed Nile Negotiations
A look at what the coming week will bring -- and a list of recommended Stratfor articles from the week that was.
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Ethiopia
Canada
Mexico
United States
Hong Kong SAR, China
China
France
Russia
Israel
Palestinian Territories
Egypt
India
COVID-19
Economics
Politics
Israel's Survival Strategy
The Difficulties of North African Reform
The U.S. and the Balance of Power
The Importance of Mexico
North America Unrivaled
Russia's Internal Struggle
China in Transition
AssessmentsJun 27, 2020 | 10:00 GMT
Refugees and migrants stand at a port upon arriving at the Greek island of Lesbos on March 7, 2020.
Summer Weather Will Rekindle Europe's Migration Debate
The summer months will see an uptick in the arrival of migrants to Europe by sea and land, though a repetition of the 2015 crisis is unlikely. Against the backdrop of the COVID-19 crisis, however, even a moderate increase in migrants will risk further destabilizing the Continent’s already fraught economic and political environment.  The European Union will increase controls of its external borders and seek to improve the expulsion irregular migrants, but the introduction of mandatory quotas to more evenly distribute migrants across the bloc is improbable. This means the migration burden will continue to fall on Mediterranean states (who are already facing some of the deepest recessions due to COVID-19), as well as the bloc’s largest economies such as Germany. The Turkish-Greek border, in particular, will become especially volatile due to Ankara’s ongoing disputes with both Brussels and Athens.
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Sub-Saharan Africa
Europe
Middle East and North Africa
COVID-19
EU: Regional Blocs
Divided EU Foreign Policies
European Disintegration
AssessmentsJun 26, 2020 | 10:00 GMT
A picture shows the Israeli settlement of Mitzpe Kramim in the West Bank on June 18, 2020.
Israel's Annexation Plans Will Leave It in Need of New Allies
Israel's impending annexations in the West Bank will not spark immediate international backlash, but growing pro-Palestine sentiment in the United States and Europe will ultimately leave it politically and economically isolated in the long term. This will lead Israel to seek increased partnerships with countries whose citizens and politicians are less invested in the prospect of a Palestinian state, such as Russia and China, though doing so will come at the risk of further stoking U.S. ire. 
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United States
China
Europe
Russia
Israel
Palestinian Territories
India
COVID-19
Israel's Survival Strategy
Rebalancing Power in the Middle East
SnapshotsJun 25, 2020 | 18:08 GMT
The U.S.-EU Trade War Is Poised to Intensify
The U.S.-EU trade war continues to brew and could see Brussels and Washington move forward with more tariffs through the rest of the year, even as both sides reckon with the economic fallout from the COVID-19 pandemic. On June 24, the U.S. Trade Representative's office published a list for the public comment outlining $4.3 billion worth of European products that could be subject to new tariffs as early as August. This latest escalation is part of its 16-year dispute between Washington and Brussels over government subsidies to the U.S.-based aircraft maker Boeing and its chief European rival, Airbus. Trade negotiations between the United States and European Union have already been virtually non-existent this year, due in part to the pandemic, as well as major disagreements on issues [such as agriculture. Even if they do occur, last-minute trade talks to try to avert the escalation over aircraft subsidies will thus likely fail, as both sides
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United States
Europe
COVID-19
Economics
Divided EU Foreign Policies
The U.S. and the Balance of Power
SnapshotsJun 25, 2020 | 10:00 GMT
The Worst Global Recession in 80 Years Is Here. Where’s the Bottom?
Prospects for a quick global economic recovery from the COVID-19 pandemic are officially dead, with all major international financial institutions and private forecasters now projecting huge cumulative losses and an uneven, prolonged climb out of the world’s steepest recession in 80 years. Economic models have proven incapable of dealing with uncertainties and discontinuities of the current unprecedented global lockdown. But even though magnitudes vary, recent forecasts are headed in the same direction -- down. 
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Sub-Saharan Africa
Americas
United States
Asia-Pacific
China
Europe
Eurasia
Middle East and North Africa
South Asia
COVID-19
Supply Chains
Economics
On GeopoliticsJun 24, 2020 | 19:11 GMT
An Indian fighter jet flies over a mountain range near the disputed territory of Ladakh on June 23, 2020.
A Border Clash Portends a New Indian Strategy of Less Talk, More Action Against China
Following Indian Prime Minister Narendra Modi's strong condemnation of Chinese actions at the Line of Actual (LAC) control, India is poised for a significant strategy shift in how it manages its contested border with China. The June 15 clash in the long-disputed territory of Ladakh, which marked the first time Indian troops have died at the hands of Chinese forces since 1975, has highlighted India's failure to dissuade China from attempting to permanently alter the balance of power along the border via diplomatic and confidence-building measures. This has left New Delhi more likely to pursue more confrontational options, which will undoubtedly have its risks, though India's battle-tested military may find such an escalation to its short-term advantage. 
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China
India
Security
Military
Modernizing China’s Military
China in Transition
India's Own Worst Enemy
SnapshotsJun 24, 2020 | 10:00 GMT
Seeking a Political Win, Trump Takes Aim at Immigration Visas
After weeks of speculation, U.S. President Donald Trump finally issued a presidential proclamation on June 22 outlining visa changes that will significantly impede the ability of U.S. tech companies and universities to attract international talent and investment. Should they become permanent, the changes could place the United States' competitive advantage as a business hub in jeopardy by making U.S. visa programs more difficult for foreigners to access. 
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United States
COVID-19
Technology
Economics
The U.S. and the Balance of Power
AssessmentsJun 23, 2020 | 18:03 GMT
A worker goes down a construction ladder at the Grand Ethiopian Renaissance Dam on the Blue Nile in Ethiopia on Dec. 26, 2019.
Egypt's Losing Battle on the Grand Ethiopian Renaissance Dam
The failure of last week's negotiations over the Grand Ethiopian Renaissance Dam means that the initial filling of the $4 billion hydroelectric dam on the Blue Nile will likely occur without an agreement between Sudan, Egypt and Ethiopia. Egypt will attempt, and likely fail, to bring international pressure to bear on Ethiopia in order to ensure the giant new dam doesn't affect the flow of the Nile Basin river system, which is Cairo's main source of water. But while Egypt's technical coordination on the project is unavoidable, Cairo's waning influence over North Africa's water distribution will make its overall position on the Nile less secure over time.
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Ethiopia
Sudan
Egypt
Agriculture
Energy
East African Integration
SnapshotsJun 23, 2020 | 10:00 GMT
The Details of China's Hong Kong Security Law Confirm Critics' Fears
The Chinese central government is adopting a more rapid and aggressive approach to its proposed national security law in Hong Kong that will erode the city's autonomy from the mainland. On June 20, Chinese state-run media released new details about Beijing's proposed Hong Kong national security legislation following the conclusion of a National People's Congress Standing Committee session. The Standing Committee will now hold a June 28-30 special meeting, raising the possibility of the law's passage before the July 1 anniversary of the 1997 British handover of Hong Kong.  As written, the current draft law grants Beijing a greater supervisory role over national security inside of Hong Kong with measures that were on the more assertive end of the spectrum of potential options.The tough penalties for convictions will also have a chilling effect on unrest in Hong Kong by allowing pro-Beijing forces inside the city to more easily crack down on
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Hong Kong SAR, China
China
COVID-19
Security
Politics
China in Transition
SnapshotsJun 22, 2020 | 10:00 GMT
New U.S. Sanctions Will Keep Syria Firmly in Russia and Iran's Corner
New U.S. sanctions against the Syrian government will likely leave Damascus dependent on Russian and Iranian support, while deterring aid from potential future partners such as China and the United Arab Emirates. On June 17, the United States sanctioned 39 individuals associated with the Syrian government, including President Bashar al Assad and his wife. Washington also indicated that more sanctions were to come in order to force the Syrian government back into U.N.-led peace negotiations.  Countries that have shown interest in providing Syria aid in the past are unlikely to risk incurring potentially powerful U.S. sanctions in pursuit of economically limited reconstruction contracts in Syria, leaving Damascus with Russia and Iran as its primary links with the international community. The sanctions will also exacerbate Syria's already dire economic situation, which is producing dissent from inside Syrian loyalist territories, and increasingly threatens the stability of the al Assad family's hold on the state.
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United States
China
Russia
Iran
Syria
United Arab Emirates
The Syrian Civil War
The U.S. and the Balance of Power
Rebalancing Power in the Middle East
AssessmentsJun 18, 2020 | 10:00 GMT
Nuclear-capable ballistic missiles are displayed during a military parade at Tiananmen Square in Beijing, China, on Oct. 1, 2019.
With U.S.-Russia Talks Ahead, New START’s Future Hangs in the Balance
The United States is seeking to buy time in upcoming arms control discussions with Russia, and could agree to a brief extension of New START in an effort to draw China into a longer-term discussion about its potential inclusion in the treaty. Washington may now be more willing to preserve core New START elements that restrict the number of strategic nuclear weapons and delivery systems that each signatory can have. The White House’s arms control negotiator, Marshall Billingslea, and Russian Deputy Foreign Minister Sergei Ryabkov are slated to finally meet in Vienna on June 22 to discuss the future of New START, which came into force in 2011 and is now set to expire in February 2021 unless both parties agree to a five-year extension provided within the treaty itself. Recent leaks from the administration of U.S. President Donald Trump have suggested that a shorter extension (i.e. less than the five
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United States
China
Russia
Modernizing China’s Military
The U.S. and the Balance of Power
Echoes of the Cold War
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