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The Geopolitics of Natural Resources

Economics

Energy

Environment, Science & Technology

Military & Security

Politics

As competition for natural resources and critical raw materials intensifies, companies -- not just countries -- must be more mindful of risks in their physical supply chains.

The Geopolitics of Natural Resources: An Introduction

Assessments

United States

Iran

Israel

Yemen

Houthi loyalists chant slogans on March 27, 2026, in Sanaa, Yemen, as they participate in a protest staged to show support for Iran in its ongoing war against the United States and Israel.

Yemen's Iran-backed Houthis will likely progressively expand their target set beyond Israel if the war intensifies, raising the risk of more economically disruptive attacks on regional shipping and energy infrastructure.

The Implications of the Houthis Joining the Iran War

Cyber

Israel-Hamas Conflict

Russia-Ukraine Conflict

Social Issues

The second quarter will test global resilience as lingering conflicts and energy shocks converge to heighten economic uncertainty and geopolitical volatility.

2026 Second-Quarter Forecast: An Excerpt

Cuba

China

Russia

People on March 15 in Tehran, Iran, clean up rubble from a missile attack. The Iran war will almost certainly continue through the next week amid Israeli threats to escalate and expand strikes due to Iranian attacks targeting Israeli civilians and the U.S. deployment of additional military assets to the region.

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 Iran War Continues, a European Parliament Delegation Visits China

U.S.-Iran Relations

Media

Podcasts

How will the trajectory of China-U.S. trade conversations change in light of conflict in the Middle East?

The Decision Advantage: The Impact of the Iran War on the Asia-Pacific Region

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

Geopolitical Calendar

South Africa

A general view of power lines near the Lethabo power station between Vereeniging and Sasolburg, South Africa, on April 17, 2024.

Although South Africa's power sector reforms remain years from completion, their gradual advancement will still attract investment in energy projects that support the country's long-term energy security and decarbonization goals.

The Outlook for South Africa's Power Sector Reforms and Energy Security

Cars drive past a gas station in Ponte Leccia on the French Mediterranean island of Corsica on March 26, 2026. 

To address Iran-related energy disruptions, the European Union will likely opt for a patchwork of national relief measures, rather than a more comprehensive market intervention.

How the EU Is Responding to Its Latest Energy Crisis

Bahrain

Kuwait

Oman

Qatar

Saudi Arabia

United Arab Emirates

The Burj Khalifa skyscraper (L) and the Burj al-Arab hotel (R) on March 11 in Dubai, United Arab Emirates. 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.

Joining in could deepen Iran's targeting of GCC critical infrastructure, exacerbate the globally disruptive impacts of the war and pull the bloc into a permanently hostile relationship with Iran.

Will the Gulf States Join the Iran War, and What Would Happen if They Did?

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: March 26, 2026

India

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. 

India's pharmaceutical and medical technology sectors are set to grow significantly over the next several years amid manufacturing incentives, regulatory reforms and trade deals.

The Growth Outlook for India's Pharmaceutical Sector Remains Strong, Despite Global Uncertainties

The Geopolitics of Demographics

Geopolitics of Demographics

While far from deterministic, demographics plays a key role in influencing a country's domestic and international politics, as well as its economic and financial development.

The Geopolitics of Demographics: Politics and Economics

Latest

Taiwan

Newly elected opposition Kuomintang (KMT) leader Cheng Li-wun delivers a speech in Taipei on Nov. 1, 2025. 

The KMT's diplomatic outreach to Beijing may yield modest economic gains, but it will also hurt the party's electoral prospects, which could paradoxically raise the risk of military conflict in the coming years.

The Taiwanese Opposition's Plan To Revive Talks With China Will Likely Backfire

Hungary

 A campaign billboard featuring a portrait of Hungarian Prime Minister Viktor Orban is seen in Budapest's 3rd district on March 27, 2026.

Hungary's April 12 parliamentary elections are primed to be the country's most competitive national vote since 2010 and may remove Prime Minister Viktor Orban's Fidesz party from power.

Hungary's Upcoming Elections May Unseat Orban After 16 Years

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.

As Washington formalizes a new hemispheric doctrine centered on security and supply chain dominance, regional governments face mounting pressure to align their defense and economic policies with U.S. geopolitical interests.

How the U.S.'s Anti-China Strategy for Latin America Could Unfold

U.S.-China Relations

Snapshots

Italy

Opposition supporters celebrate the defeat of a referendum on justice reform March 23 in Rome. The defeat exposes limits to the Italian government's dominance, and may embolden the fragmented opposition and strain coalition unity.

The defeat of a highly politicized judicial reform referendum exposes limits to the Italian government's dominance, and may embolden the fragmented opposition and strain coalition unity.

What a Failed Italian Referendum Means for the Meloni Government

Demonstrators wave Iranian national flags and hold pictures of the country's new supreme leader, Mojtaba Khamenei, at Enghelab Square in central Tehran on March 9, 2026.

The selection of hard-line cleric Mojtaba Khamenei to succeed his slain father will entrench Tehran's resolve to continue the war and preserve its ballistic missile and nuclear programs.

Iran's New Supreme Leader Will Strengthen Hard-Liner Influence

People in Tehran look to the skies from a rooftop amid reports of widespread U.S. and Israeli attacks in Iran on Feb. 28, 2026.

The U.S. and Israel are pushing for regime change in Iran, though their attacks are most likely to yield an even more hostile government, as Iran has likely enacted mechanisms to ensure political continuity. 

What To Watch For Inside Iran Amid U.S. and Israeli Strikes

Iraq

Lebanon

A plume of smoke rises following a reported explosion Feb. 28 in Tehran. The joint U.S.-Israel military operations on Feb. 28 against Iran have already escalated into a broader regional confrontation.

The military operations have already escalated into a broader regional confrontation and mark the onset of a sustained, multitheater conflict, but are unlikely on their own to trigger near-term regime collapse in Tehran.

A New U.S. and Israeli Attack on Iran Triggers a Regional Confrontation

Afghanistan

Pakistan

A Taliban security personnel operating an anti-aircraft gun keeps watch for Pakistani airstrikes near the Torkham border crossing between Afghanistan and Pakistan on Feb. 27 in in Nangarhar province, Afghanistan. The ongoing escalation marks a shift into overt interstate conflict, though the most likely near-term trajectory is a sustained cycle of cross-border strikes and retaliation.

The ongoing escalation marks a shift into overt interstate conflict, though the most likely near-term trajectory is a sustained cycle of cross-border strikes and retaliation.

Afghan-Pakistan Tensions Erupt Into Conflict

A digital illustration shows energy and power icons set with the EU flag. 

By embedding 'Made in Europe' requirements into public procurement, the upcoming Industrial Accelerator Act represents a fundamental shift in EU economic policy.

The EU's 'Made in Europe' Plan Will Fuel Internal Divisions, Transatlantic Tensions

Iceland

Icelandic flags are seen on a street in Reykjavik.

The prospect of a summer referendum on EU accession reflects a strategic pivot driven by heightened anxieties over transatlantic security.


In Iceland, Security Concerns, Domestic Politics Catalyze Renewed Debate Over EU Membership

Australia

European Union and Australian flags together.

Global Trade

European and Australian negotiators aim to strengthen supply chain resilience and hedge against growing global trade volatility.


The Strategic Logic Behind Revived Australia-EU Free Trade Talks 

Syria

Photos of prominent Hezbollah leaders are seen at the site of a reported Israeli airstrike which killed 6 members of the same family, on March 19, 2026 in Baalbek, Lebanon.

The trajectory of the war will be increasingly defined by a clash of strategic objectives that makes a quick resolution of the conflict unlikely.


The Impact the Israel-Hezbollah War Will Have on Lebanon

A figurine is seen in front of the logo of the U.S. AI company Anthropic during a photo session in Paris, France, on Feb. 13, 2026.

Restricting commercial and federal integration of Anthropic's AI models inadvertently risks accelerating U.S. adversaries’ efforts to catch up with American AI labs by stifling innovation and investment.

Trump Administration's Anthropic Ban Puts U.S. AI Lead at Risk

Somalia

Sudan

Egypt

Libya

Turkey

A dark earth map of the Middle East with glowing details of cities and human population density areas.

Two blocs are emerging in the Middle East: one focused on preserving existing states and institutions, and the other on creating new ones.

Preservation vs. Fragmentation: Two Paths Toward a New Order in the Middle East

On Security

An F-15 fighter plane takes off from RAF Lakenheath at sunset on Jan. 7, 2026 in Mildenhall, the United Kingdom.

The variety and size of the U.S. military buildup give Trump a breadth of options and, compared with last June, suggest that a wider, longer-lasting campaign is more plausible this time around unless a nuclear deal is reached.

Assessing Trump's Options for Military Action in Iran

Germany

France

United Kingdom

A digital illustration shows a nuclear launch map of Europe. 

Amid doubts about the U.S. security guarantee, Europe is considering using Franco-British nuclear arms to bolster its strategic autonomy within NATO, though this plan faces significant political and technical challenges.

The European Nuclear Umbrella: A Search for Strategic Autonomy

Ukraine

Ukrainian President Volodymyr Zelensky attends a press conference at the European Commission's headquarters in Brussels, Belgium, on Aug. 17, 2025.

Despite its strategic imperative to secure Ukraine's Western alignment, the EU remains unlikely to grant the country full or partial membership anytime soon due to numerous challenges, with the ongoing war being chief among them.

To Keep the Promise of Ukraine's Accession Alive, the EU Mulls Alternative Options

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

Venezuela

U.S. Secretary of State Marco Rubio said Venezuela must undergo ​a political transition and hold free and ‌fair elections, but asked for patience until that stage arrives, Fox News reported on March 31.

U.S. Venezuela: Rubio Defends Elections in Venezuela, but Asks for Patience

Russia's Defense Ministry said its forces had completely captured Ukraine's Luhansk region, Reuters reported on April 1.

Russia, Ukraine: Moscow Claims It Seized All of Luhansk

Afghan and Pakistani officials met in northern China to negotiate a ceasefire to more durably end Afghanistan and Pakistan's weeks-long cross-border clashes, AP reported on April 1, citing two unnamed Pakistani officials.

Afghanistan, Pakistan: Delegations Meet in Northern China To Negotiate Potential Ceasefire

Japan

Japanese Prime Minister Sanae Takaichi had decided to dispatch Japan's navy to the Strait of Hormuz to join a U.S.-led escort mission, until close advisor Imai Takaya dissuaded her from doing so prior to her March 18-20 trip to Washington, according to Japanese tabloid Sentaku's April issue.

Japan: Takaichi Nearly Dispatched Navy to Strait of Hormuz, Sentaku Claims

Nigeria

Nigeria's bicameral National Assembly approved the proposed 68.3 trillion naira ($49.4 billion) budget for 2026, up from 58.3 trillion naira initially proposed, and extended the implementation of the capital component of the 2025 budget until June 30, The Punch reported on March 31.

Nigeria: Parliament Approves 2026 Budget With Higher Oil Price Benchmark

Democratic Republic of the Congo

U.S. mining company Virtus Minerals acquired copper and cobalt mining company Chemaf, which operates in the Democratic Republic of the Congo, after securing approval from Congolese authorities, The Wall Street Journal reported on March 31.

Congo: U.S. Company Takes Over Cobalt and Copper Producer

U.S. President Donald Trump said in an April 1 interview with The Telegraph that he is strongly considering withdrawing the United States from NATO after allies declined to support U.S. military action against Iran.

NATO: Trump Threatens U.S. Withdrawal From NATO Amid European Resistance to Assist Iran Operations

The USS George H.W. Bush deployed to the Middle East on March 31 along with three destroyers and around 6,000 sailors, AP reported on April 1.

U.S., Iran, UAE: U.S. Deploys Additional Assets, UAE May Participate in Strait of Hormuz Operation

Science & Technology

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?

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

Indonesia

South Korea

South Korean President Lee Jae Myung and Indonesian President Prabowo Subianto upgraded ties to a special comprehensive strategic partnership and entered into new agreements to deepen cooperation across critical minerals, clean energy, technology and defense, Yonhap News Agency reported on April 1.

South Korea, Indonesia: Seoul, Jakarta Upgrade Ties and Deepen Defense Industrial and Supply Chain Integration

Kremlin spokesperson Dmitry Peskov rejected Ukrainian President Volodymyr Zelensky's proposal for an Easter pause in strikes on energy infrastructure, saying Russia had not seen a clearly formulated initiative, Reuters reported on March 31.

Russia, Ukraine: Kremlin Dismisses Energy Truce as Strikes Hit Oil Exports

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.

2026 Second-Quarter Forecast

Latest

SITUATION REPORTS

U.S. Venezuela: Rubio Defends Elections in Venezuela, but Asks for Patience

Russia, Ukraine: Moscow Claims It Seized All of Luhansk

Afghanistan, Pakistan: Delegations Meet in Northern China To Negotiate Potential Ceasefire

Japan: Takaichi Nearly Dispatched Navy to Strait of Hormuz, Sentaku Claims

Nigeria: Parliament Approves 2026 Budget With Higher Oil Price Benchmark

Congo: U.S. Company Takes Over Cobalt and Copper Producer

NATO: Trump Threatens U.S. Withdrawal From NATO Amid European Resistance to Assist Iran Operations

U.S., Iran, UAE: U.S. Deploys Additional Assets, UAE May Participate in Strait of Hormuz Operation

South Korea, Indonesia: Seoul, Jakarta Upgrade Ties and Deepen Defense Industrial and Supply Chain Integration

Russia, Ukraine: Kremlin Dismisses Energy Truce as Strikes Hit Oil Exports

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