Assessments

Colombia

United States

Iran

Iranian newspapers one of them (R) with a headline in Persian reading "Iran is ready for a big response," Jan. 27 in Tehran in Iran. U.S. President Donald Trump is considering a range of military options against Iran.

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: The U.S. and Colombian Presidents Meet, The Threat of U.S. Strikes on Iran

U.S.-Iran Relations

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

Geopolitical Calendar

Mozambique

Rwanda

Tanzania

A Rwandan policeman (R) and a Rwandan soldier (L) guard TotalEnergies' Mozambique LNG project in Cabo Delgado province, Mozambique, on Sept. 29, 2022.

Economics

Energy

Mozambique's LNG projects will likely progress in 2026 amid a safer security environment, but the economic windfall remains years away.

Mozambique's LNG Sector Turns a Corner Amid Megaproject Reboot

France

French Prime Minister Sebastien Lecornu speaks in parliament after surviving two no-confidence votes in Paris, France on Jan. 23 23, 2026. 

The budget's likely adoption will keep the minority government in office, but deep political fragmentation will limit policy action and sustain the risk of early elections, keeping France's fiscal trajectory uncertain.

The Risks to France's Fiscal Outlook Beyond the 2026 Budget

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

U.S. Naval Update Map: Jan. 29, 2026

Columns

On Geopolitics

Syria

A Syrian flag flutters above crowds gathering in central Hama, Syria, during celebrations on Dec. 5, 2025, marking one year since the fall of former President Bashar al Assad's regime.

The third Syrian state, under interim President Ahmed al-Sharaa, will likely emerge as a Turkish-aligned, authoritarian regime that prioritizes internal stability, reconstruction and regional neutrality, as it tries to avoid its predecessors' mistakes and excesses.

The Third Syrian State: Autocracy, Alignment and Al-Sharaa's Unique Neutrality

Australia

The Australian flag flies at half mast over Parliament House on Jan. 22, 2026, in Melbourne, Australia, to honor the victims of the Bondi shootings.

Passed in response to the Bondi Beach attack, the legislation will likely fuel legal and federal-state friction, deepen opposition fragmentation and entrench security policy as a persistent fault line in Australian politics.

The Political Impact of Australia's Gun Reform and Anti-Hate Bills

Bangladesh

Bangladesh Nationalist Party (BNP) supporters gather for a rally in Sylhet, Bangladesh, ahead of the upcoming national election on Jan. 22, 2026. 

The Feb. 12 ballot could yield a government led by the conservative BNP, a coalition led by the Islamist Jamaat party, or a fragile BNP-Jamaat coalition -- each with distinct implications for Bangladesh's economic, political and foreign policy landscape.

Bangladesh's General Election: Potential Outcomes and Their Implications

Global Elections

Snapshots

Costa Rica

The candidates running in Costa Rica's 2026 presidential election participate in a debate at the Supreme Electoral Tribunal in San Jose, Costa Rica, on Jan. 11, 2026. 

Although the president cannot run for reelection, his hand-picked successor will likely win the vote, keeping the right wing at the helm.

Costa Rica's Upcoming Election Will Likely Yield Policy Continuity

China

Taiwan

Zhang Youxia, senior vice chairman of China's Central Military Commission (CMC), attends the opening of the fourth plenary session of the National People's Congress on March 11, 2023, in Beijing, China. 

The removal of Xi's closest military ally signals an acceleration of his push to eliminate internal threats and heightens uncertainty about the president's decision-making on Taiwan, potentially raising the risk of future conflict.

China's High-Level Military Purge Raises Risk of a Miscalculation on Taiwan

Europe

Poland

The flags of NATO, the EU and Poland are seen next to each other. 

Despite achieving strategic indispensability and significant military power, Poland's political influence in the EU and NATO has lagged, creating a paradox in which it is critical to executing Western strategies but peripheral to decision-making.

Has Poland Missed Its Shot at Becoming a Major EU Power?

Israel

Palestinian Territories

Japan

South Korea

United Kingdom

India

Egyptian trucks and heavy machinery on Oct. 26, 2025, on the Egyptian side of the Rafah border crossing with the Gaza Strip.

Israel-Hamas Conflict

The Weekly Rundown: A Gaza Border Reopening, EU Leaders Visit India

Latest

Kazakhstan

The national flag of Kazakhstan waves in the wind.

Abolishing the Senate and reintroducing the vice presidency may curb the immediate risk of insider-led coups, but the measures are unlikely to resolve succession uncertainty before President Tokayev's term ends in 2029 and could ultimately increase political volatility.

Kazakhstan’s Constitutional Reforms Could Reshape -- and Destabilize -- Its Political Future

A fighter of the Syrian Democratic Forces stands on a road between the Syrian villages of Safa and Tell Brak on Jan. 24, 2026.

The government's deal with the Kurdish-led SDF will reduce sectarian tensions, accelerate a U.S. withdrawal and open space for a Syria-Israel security pact, though risks from local violence and the Islamic State remain.

What a Kurdish Integration Deal Means for Syria's Stability

Pakistan

A burned-out vehicle along a road on the outskirts of the Pakistani city of Quetta on Feb. 1, 2026, a day after an attack by Baloch separatists. The intensifying insurgency will exacerbate strains on Pakistan's security forces, worsening the country's security challenges and further constraining foreign investment interest.

The intensifying insurgency will exacerbate strains on Pakistan's security forces, worsening the country's security challenges and further constraining foreign investment interest.

With Coordinated Attacks, Pakistan's Baloch Insurgency Intensifies

A man walks past a mural painted on the outer walls of the former U.S. embassy in Tehran, Iran, on Feb. 1, 2026.

Despite recent momentum toward restarting talks, a deal will likely remain elusive due to the U.S.'s maximalist demands and Iran's red lines, sustaining the risk of U.S. (and likely Israeli) military action in the coming weeks. 

Can New U.S.-Iran Talks Avert a Greater Conflict?

Romania

Russia

Moldova

Moldovan President Maia Sandu (R) and Romanian President Nicusor Dan on June 10, 2025, in Chisinau, Moldova. Sandu's backing of a hypothetical union signals that joining Romania could eventually emerge as an alternative strategy to Moldova's current plan to join the European Union as an independent state.

Maia Sandu's backing of a hypothetical union signals that joining Romania could eventually emerge as an alternative strategy to Moldova's current plan to join the European Union as an independent state.

Romanian-Moldovan Unification Remains Unlikely, Despite Moldovan President's Endorsement

Israeli troops patrol the border fence with Syria near the Druze village of Majdal Shams in the Israel-annexed Golan Heights on July 23, 2025. 

While the new U.S.-backed intelligence-sharing agreement will help temporarily ease cross-border tensions, unresolved security issues and structural constraints undermine the prospects for deeper normalization.

Syria-Israel Deal Paves Way for Broader Security Coordination, but Constraints Remain

Venezuela

Fuerte Tiuna, Venezuela's largest military complex, after a series of explosions Jan. 3, 2026, in Caracas amid U.S. strikes.

The detention of the Venezuelan president creates a power vacuum that risks triggering violent unrest while establishing a precedent for further U.S. interventionism in Latin America.

U.S. Capture of Maduro Could Lead to Instability and Unrest in Venezuela, Wider Region

A U.S. military MQ-9 Reaper drone sits on a tarmac at Rafael Hernandez Airport in Aguadilla, Puerto Rico, on Dec. 27, 2025.

The Trump administration will likely soon launch more strikes inside Venezuela following the reported CIA drone attack on a suspected drug port, though a U.S. ground invasion remains unlikely for the foreseeable future.

Trump Escalates Pressure on Venezuela With First Land Strike

Global Trade

U.S. protectionism has dramatically weakened the rules-based, multilateral trade regime established after World War II, driving governments to increasingly view trade through a national security lens rather than purely an economic one.

The Geopolitics of Trade: Conclusion

On Security

U.S. President Donald Trump, alongside (left to right) Deputy Chief of Staff Stephen Miller, Secretary of State Marco Rubio and Secretary of Defense Pete Hegseth, speaks to the press following U.S. military actions in Venezuela, at his Mar-a-Lago residence in Palm Beach, Florida, on Jan. 3, 2026.

While Trump routinely portrays himself as unpredictable, his extensive use of U.S. military force abroad over the past year offers insight into the likely direction of his foreign policy for the remainder of his term.


Lessons From Trump’s Use of Force Abroad in His First Year Back in Office

Sub-Saharan Africa

Americas

Middle East and North Africa

Asia-Pacific

Eurasia

South Asia

A NASA satellite image shows the city lights of Europe. 

Russia-Ukraine Conflict

In this scorecard, we take a critical look at our hits and misses in forecasting geopolitical events over the past year.

Grading Our 2025 Annual Forecast

U.S.-China Relations

Saudi Arabia

United Arab Emirates

Yemen

Yemenis gather during a rally to show their support for the UAE-backed Southern Transitional Council (STC), which wants to revive an independent South Yemen, as they wave the old South Yemen flag in Khormaksar Square, in the coastal port city of Aden on Dec. 14, 2025. 

Achieving South Arabian independence will require Yemen's Southern Transitional Council to overcome the historical challenges that have long plagued the governance of Yemen writ large, like tribalism and regionalism.

The Precarious Path to South Arabian Independence

Taiwanese President William Lai (center), flanked by other top officials in his government, discusses plans to propose a $40 billion supplemental defense budget during a news conference in Taipei on Nov. 26, 2025.

The 2025 Taiwan National Defense Report reflects Taipei's growing intent and tactical capabilities for deterrence by denial against a Chinese invasion, but it also highlights persistent challenges that contribute to a continually rising risk of conflict through 2028.

Taiwan Report Highlights Evolving Security Orientation

Hamas militants arrive to secure the area as Egyptian and Red Cross workers search for the bodies of the last two remaining hostages from under the rubble of the Jabalia refugee camp in northern Gaza on Dec. 1, 2025. 

In this phase of the conflict, Israel and Hamas aim to break one another's political will not through widespread violence but through attrition and exhaustion.

Hamas and Israel Evolve the Gaza Conflict

South Africa

South African state-owned utility company Eskom called for an urgent meeting with creditors Feb. 2 to discuss recently proposed changes to its unbundling strategy, News24 reported Feb. 2.

South Africa: Eskom Calls For Urgent Talks With Creditors Amid Pushback Against New Unbundling Plans    

Ethiopia

An ad hoc committee of bondholders said that it would take legal action against the Ethiopian government before U.K. courts to "enforce payment of the outstanding principal and interest due," Reuters reported Feb. 2.

Ethiopia: Eurobond Holders Plan Legal Action After Official Creditors Reject Preliminary Deal 

Somalia

Clashes broke out inside Somalia's federal parliament when opposition lawmakers physically blocked a scheduled session to debate proposed constitutional amendments, leading to injuries and the cancellation of proceedings, Garowe Online reported Feb 2.

Somalia: Lawmakers Clash Over Controversial Constitutional Changes

Indian Finance Minister Nirmala Sitharaman presented the country's FY 2026-27 budget to Parliament on Feb. 1, AFP reported Feb. 2.

India: 2027 Budget Pledges To Increase Investment, Boost Infrastructure Spending

French Prime Minister Sebastien Lecornu will face two more no-confidence votes Feb. 2 after invoking Article 49.3 of the French Constitution to pass the 2026 budget without a parliamentary vote, Le Figaro reported.

France: Prime Minister Lecornu Set To Survive Final No-Confidence Votes on 2026 Budget

Senior EU and U.K. officials held meetings in London on Feb. 2 to discuss trade and broader post-Brexit relations ahead of a second bilateral summit tentatively planned for the spring, Reuters reported.

Europe: U.K. and EU Hold Talks in London as Starmer Calls for Deeper Defense Cooperation

Hong Kong SAR, China

Hong Kong Chief Executive John Lee said on Feb. 2 in a media interview that Hong Kong would, for the first time, issue its own five-year plan and lead an interdepartmental task force to align the territory's economic policies with those in China's 15th Five-Year Plan for 2026-2030.

Hong Kong: Territory to Issue First Five-Year Plan in Line With China

Kazakhstan published a draft constitution that, if adopted via a nationwide referendum, would replace the bicameral parliament with a unicameral legislature to be called the Kurultai, reinstate the post of vice president and formalize new succession rules, the Supreme Court's press service reported on Jan. 31.

Kazakhstan: Tokayev Moves to Contain Succession Risks With New Constitution

Ukraine

U.S. President Donald Trump's special envoy Steve Witkoff is expected to attend the next round of trilateral talks in Abu Dhabi on Feb. 4-5, Axios reported Feb. 2.

Ukraine, Russia, U.S.: Abu Dhabi Talks to Resume as Russian Strikes Kill Civilians, Hit Infrastructure

A Ukrainian serviceman from the 24th mechanized brigade prepares a Magura night drone to flight toward the front line in the area of Chasiv Yar, Donetsk region late on April 29, 2025.

Ukraine's success in using cheap drones against Russia reveals how smaller states can leverage accessible technologies to impose disproportionate and sustained costs on a materially superior adversary.

Drones Are Redefining Asymmetric Warfare

Kenya

Madagascar

Nigeria

Chile

Ecuador

Peru

Jordan

Lebanon

Morocco

Tunisia

Turkey

Indonesia

Philippines

Thailand

Serbia

Nepal

Fire rages through the Singha Durbar, the main administrative building for the Nepal government, in Kathmandu on Sept. 9, 2025, after youth protesters set fire to the building. 

Recent events in Nepal, Madagascar and elsewhere show how digitally coordinated, leaderless protests can succeed, but eventually face even larger challenges in sustaining the momentum for change.

Worldwide Gen Z Protesters May Be Disappointed With Their Success

The United States and India have reached a trade deal that will immediately lower U.S. reciprocal tariffs on India from 25% to 18% and will remove an additional 25% tariff the United States imposed on New Delhi last year for its purchases of Russian oil, Reuters reported Feb. 2.

India, U.S.: New Delhi and Washington Reach Trade Deal

Media

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

Algeria

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.

The Fight for Russia’s Borderlands

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

Uzbekistan's Geographic Challenge

Global Perspectives

Iraq

Partner Perspectives

More than 4,500 American service members have been killed in Iraq since the U.S. invasion in 2003. Security issues and conditions in Iraq will dictate whether U.S. forces will remain and, if so, what will be their size and mission.

The United States does not have attractive options as far as its military presence in Iraq, but it has workable ones to achieve its strategic and security goals.

To Leave or Not to Leave: The U.S. Security Dilemma in Iraq

North Korea

By testing ICBMs and powerful nuclear weapons, the North Korean leader has placed himself in a strategic trap that threatens to leave his country at China's mercy.

With Coordinated Attacks, Pakistan's Baloch Insurgency Intensifies

Latest

SITUATION REPORTS

South Africa: Eskom Calls For Urgent Talks With Creditors Amid Pushback Against New Unbundling Plans

Ethiopia: Eurobond Holders Plan Legal Action After Official Creditors Reject Preliminary Deal

Somalia: Lawmakers Clash Over Controversial Constitutional Changes

India: 2027 Budget Pledges To Increase Investment, Boost Infrastructure Spending

France: Prime Minister Lecornu Set To Survive Final No-Confidence Votes on 2026 Budget

Europe: U.K. and EU Hold Talks in London as Starmer Calls for Deeper Defense Cooperation

Hong Kong: Territory to Issue First Five-Year Plan in Line With China

Kazakhstan: Tokayev Moves to Contain Succession Risks With New Constitution

Ukraine, Russia, U.S.: Abu Dhabi Talks to Resume as Russian Strikes Kill Civilians, Hit Infrastructure

India, U.S.: New Delhi and Washington Reach Trade Deal

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