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AssessmentsMar 31, 2026 | 17:02 GMT
This photo, taken in Lima in November 2024, shows Chinese President Xi Jinping (left) and Peruvian President Dina Boluarte attending the inauguration ceremony for the Chinese-built and operated "megaport" in the small Peruvian town of Chancay.
How the U.S.'s Anti-China Strategy for Latin America Could Unfold
The United States will boost defense and economic cooperation, leverage development finance and make military and economic threats to pressure Latin American governments to favor U.S. interests and counter China, but outcomes will vary depending on their economic reliance and ideological affinity with Washington. On March 7, U.S. President Donald Trump hosted 12 ideologically aligned Latin American leaders at the "Shield of the Americas" summit in Florida. The event created a coalition to fight drug trafficking with military means and counter "hostile foreign influence" in the Western Hemisphere. It marked a new step in Washington's efforts to formally establish U.S. primacy in the region by limiting rivals' influence (especially from China, Russia and Iran), rewarding aligned governments, expanding security partnerships and securing U.S. firms' access to critical material supply chains. The summit was the latest example of the White House's enforcement of a "Trump Corollary" to the Monroe Doctrine (dubbed
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Americas
United States
China
Economics
Environment, Science & Technology
Military & Security
Politics
On GeopoliticsMar 31, 2026 | 15:48 GMT
The Geopolitics of Natural Resources
The Geopolitics of Natural Resources: An Introduction
The Strait of Hormuz is the most important waterway in the global energy sector, and it is, for all intents and purposes, closed. Only a trickle of crude oil, natural gas, petrochemicals, helium and fertilizers is transiting the strait amid safety concerns stemming from the Middle East conflict, which has entered its second month. While over the last decade many people -- myself included -- have argued that data is the new oil, this crisis is proving that black gold remains one of the most critical resources worldwide. And the impacts don't stop there. Disruptions in the Strait of Hormuz are causing not just an energy crisis, but far-reaching shortages of natural resources and critical raw materials on which the global economy depends. These compounding crises are exposing the flaws in a global economic system that relies on a key post-Cold War assumption: resource supply chains will not be severed.
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Sub-Saharan Africa
Americas
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Asia-Pacific
Europe
Eurasia
South Asia
Economics
Energy
Environment, Science & Technology
Military & Security
Politics
Situation ReportMar 30, 2026 | 15:17 GMT
Iran: Chinese Container Ships Transit the Strait of Hormuz in Second Attempt
CSCL Arctic Ocean and CSCL Indian Ocean -- two container vessels linked to China's state-owned shopping giant COSCO -- successfully transited the Strait of Hormuz, marking the first time COSCO-linked ships have transited the strait since the U.S. and Israel-Iran war began on Feb. 28, The National reported on March 30.
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United States
Iran
China
India
Pakistan
Economics
Energy
Military & Security
Politics
Quarterly ForecastsMar 30, 2026 | 00:00 GMT
2026 Second-Quarter Forecast
The second quarter will test global resilience as lingering conflicts and energy shocks converge to heighten economic uncertainty and geopolitical volatility.
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AssessmentsMar 26, 2026 | 15:10 GMT
The Burj Khalifa skyscraper (L) and the Burj al-Arab hotel (R) on March 11 in Dubai, United Arab Emirates.
Will the Gulf States Join the Iran War, and What Would Happen if They Did?
With further Iranian provocation, several Gulf Cooperation Council states would be willing to join the war against Iran, but doing so would likely deepen Iran's targeting of their critical infrastructure, exacerbate the globally disruptive impacts of the war and potentially pull the GCC into a permanently hostile relationship with Iran.
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United States
Bahrain
Iran
Israel
Kuwait
Oman
Qatar
Saudi Arabia
United Arab Emirates
Military & Security
Politics
AssessmentsMar 25, 2026 | 19:00 GMT
A medicine distributor stores Mounjaro (tirzepatide) self-injecting GLP-1 prefilled pens and vials in a fridge at his office in Thane, India, on March 20, 2026.
The Growth Outlook for India's Pharmaceutical Sector Remains Strong, Despite Global Uncertainties
Despite ongoing global trade and energy uncertainties, India's pharmaceutical and medical technology sectors are set to experience strong growth driven by manufacturing incentives, regulatory reforms and improved access to foreign markets, although supply-chain vulnerabilities, reliance on imported APIs and U.S. trade investigations pose risks of production disruptions, export delays and market volatility.
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United States
Iran
Kuwait
Oman
Saudi Arabia
United Arab Emirates
Yemen
Europe
India
Economics
Environment, Science & Technology
Politics
Situation ReportMar 23, 2026 | 16:37 GMT
Taiwan: Iran War Spurs Ruling Party U-Turn on Nuclear Power
Taiwanese President William Lai said at a business leaders meeting in Taichung on March 21 that his government would submit plans to the Nuclear Safety Commission by the end of March to restart operations at the Kuosheng nuclear power plant in New Taipei and the Ma'anshan nuclear plant in Hengchun, the Taipei Times reported on March 22.
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Iran
Taiwan
Energy
Politics
AssessmentsMar 20, 2026 | 20:58 GMT
Russian President Vladimir Putin holds a meeting in Moscow on the global oil and gas market situation on March 9, 2026.
In Twist of Fate, Russia Gets a Boost From Iran-Related Oil Shocks
The Iran war will increase demand for Russian energy, but the resulting revenue gains will likely remain temporary and offset by other costs; still, especially in the case of a protracted conflict in the Middle East, weaker sanctions enforcement and higher oil prices will buoy Moscow's ability to sustain its war in Ukraine for longer. To mitigate energy market shocks caused by the Iran war, the administration of U.S. President Donald Trump has temporarily lifted sanctions on Russian oil. On March 12, the White House expanded a March 4 waiver, initially limited to India, authorizing a 30-day license for the delivery and sale of Russian crude oil and petroleum products already loaded onto vessels at sea. A week later, on March 19, this relief was expanded to cover petroleum products in addition to crude, allowing the sale of existing tanker cargoes to nearly all countries. The two U.S. sanction waivers,
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Russia
Economics
Energy
Military & Security
Russia-Ukraine Conflict
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