Assessments

Israel

Palestinian Territories

China

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

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 Gaza Border Reopening, EU Leaders Visit India

United States

U.S. President Donald Trump (center) holds up his signature on the founding charter among world leaders during a ceremony for the Board of Peace at the World Economic Forum in Davos, Switzerland, on Jan. 22, 2026.

The U.S.-led endeavor's immediate priority will be expanding aid in Gaza, but internal divisions, international skepticism and Israeli interference will likely undermine its effectiveness, especially if the Israel-Hamas ceasefire collapses.

What To Make of Trump's 'Board of Peace'

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

Geopolitical Calendar

The Federal Reserve's headquarters is seen in Washington, D.C.

Economics

Trump will soon be able to nominate a new Fed chair and governor. But unless the Supreme Court vastly increases the president's power to dismiss Fed governors, the bank will retain its independence, limiting the risk of market instability.

U.S. Fed Independence: Assessing Threats From Trump Nominations, Court Rulings

Iran

A photo of Israeli banknotes.

While Israel's economy has proven remarkably resilient during the years-long Gaza war with Hamas, persistent security risks and an upcoming election will present new challenges.

How Israel's Economy Will Weather Persistent Political and Security Concerns in 2026

U.S. Secretary of State Marco Rubio (right) meets with Indian External Affairs Minister Subrahmanyam Jaishankar at a hotel in New York City on the sidelines of the U.N. General Assembly meeting on Sept. 22, 2025. 

Global Trade

A trade deal could gradually reduce barriers in the tech, industrial and energy sectors, but progress will likely remain constrained by U.S. tariff uncertainty and India's reluctance to make concessions in sensitive sectors like agriculture.

Where Things Stand in U.S.-India Trade Talks

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

U.S. Naval Update Map: Jan. 22, 2026

Ukraine

Russia

Ukrainian President Volodymyr Zelensky speaks during a meeting with European national security advisors in Kyiv on Jan. 3, 2026. 

Russia-Ukraine Conflict

The reshuffle seeks to strengthen Zelensky's negotiating position and mitigate the political fallout from a likely unfavorable peace deal amid weakening Western support and Russia's continued battlefield advances.

Ukraine's Government Reshuffle Signals Preparation for a Tough Peace Deal

Sub-Saharan Africa

Benin

Burkina Faso

Democratic Republic of the Congo

Mali

Mozambique

Niger

Nigeria

Sudan

Togo

Structures destroyed in U.S. strikes on jihadist targets in Offa, Nigeria, are seen on Dec. 27, 2025.

New U.S. military action would most likely target jihadist groups, especially in West Africa, but limited strikes in Sudan or the Democratic Republic of the Congo to force belligerents there to de-escalate also cannot be ruled out.

The Outlook for New U.S. Strikes in Africa

Vietnam

A man walks past a billboard for the 14th Congress of the Communist Party of Vietnam outside the National Convention Center in Hanoi on Jan. 15, 2026. 

The five-yearly event will likely codify a more centralized, security-anchored governing model, while setting ambitious goals for economic growth and administrative reforms, though internal and external pressures will hinder implementation.

Previewing Vietnam's 14th National Party Congress

Greenland

Europe

Germany

Finland

Denmark

France

Sweden

Norway

Netherlands

The HDMS Knud Rasmussen ship of the Danish Navy patrols the waters off of Nuuk, Greenland, on Jan. 20, 2026. 

Trump's threatened tariffs over his bid to acquire Greenland have turned the U.S.-EU trade dispute into a high-stakes geopolitical confrontation, raising the risk of a sustained trade war that would severely strain transatlantic economic ties and NATO cohesion.

Trump's Greenland Tariff Threat Escalates Transatlantic Tensions

Columns

On Geopolitics

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

Latest

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

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

Romania

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

Syria

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

Eritrea

Ethiopia

Somalia

Egypt

Saudi Arabia

United Arab Emirates

Yemen

Residents wave Somaliland flags as they gather to celebrate Israel's announcement recognizing Somaliland's statehood in downtown Hargeisa, on Dec. 26, 2025. 

Israel establishing military facilities in Somaliland would invite Houthi attacks against the territory and raise the likelihood of renewed disruptions to Red Sea shipping.


Israel's Recognition of Somaliland Raises the Stakes Along the Red Sea Corridor 

Eurasia

U.S. President Donald Trump meets with Ukranian President Volodymyr Zelensky at his Mar-a-Lago residence in Palm Beach, Florida, on Dec. 28, 2025.

While the U.S. and Ukrainian presidents have narrowed their differences on a 20-point peace framework, the Kremlin's insistence on full control of the Donbas complicates the prospects of a negotiated deal.

Ukraine Peace Deal Still Elusive Despite Trump-Zelensky Talks

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?

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

Americas

Middle East and North Africa

Asia-Pacific

South Asia

A NASA satellite image shows the city lights of Europe. 

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

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

Kenya

Madagascar

South Africa

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

Kazakhstan

Energy

Karachaganak Petroleum Operating BV, the consortium operating Kazakhstan's Karachaganak oil and gas field, lost an international arbitration case, leaving it potentially liable to pay $2 billion to $4 billion in compensation for unapproved cost recoveries under the production-sharing agreement, Bloomberg reported on Jan. 26. 

Kazakhstan: Arbitration Ruling Raises Stakes for Energy Investors

The European Union and India finalized a free trade agreement after nearly two decades of talks, Reuters reported on Jan. 27.

EU, India: FTA Finalized, On Track To Enter Into Force in Early 2027

U.S. President Donald Trump posted on Truth Social on Jan. 26 that he was increasing "reciprocal" tariffs on South Korea as well as tariffs on South Korean automobiles, pharmaceuticals and lumber goods from 15% to 25% because the South Korean legislature has failed to "enact our Historic Trade Agreement."

South Korea, U.S.: Trump Raises Tariffs Over Seoul's Slow-Walking of Trade Deal

Brazil

U.S. President Donald Trump and Brazilian President Luiz Inacio Lula da Silva held a 50-minute call on Jan. 26, g1 reported.

U.S., Brazil: New Call Between Presidents Indicates Room for Pragmatic Relationship, Despite Divergences

Hamas is reportedly looking to integrate around 10,000 of its police officers into the government led by the new Palestinian-led technocratic National Committee for the Administration of Gaza, or NCAG, as part of discussions about disarmament, Reuters reported on Jan. 27.

Palestinian Territories: Hamas Pushes for Police To Integrate Into Transitional Government

The Trump administration is planning to establish a permanent CIA presence in Venezuela to support the United States' increased footprint there, CNN reported on Jan. 27. 

U.S., Venezuela: CIA Presence in Venezuela Points to Trump's Long-Term Ambitions

The United Kingdom's Prime Minister Keir Starmer is travelling to China for a three-day visit starting Jan. 27, marking the first such trip by a British leader since 2018, Reuters reported the same day.

U.K., China: Starmer To Visit Beijing Amid Revival of High-Level Economic Engagement

Changes announced by South African Energy Minister Kgosientsho Ramokgopa regarding the unbundling of state-owned utility company Eskom are facing mounting opposition from within South Africa's business community and parts of government, including the National Treasury, News24 reported on Jan. 26.

South Africa: Controversy Mounts Over Watering Down of Eskom Unbundling Plans

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

Slovakia

Hungary

European Council President Antonio Costa and Ukrainian President Volodymyr Zelensky arrive for a meeting of the European Council on Oct. 23. The EU pursuit of geopolitical independence is being severely tested by Russia's direct security aggression, China's control over critical raw materials and competing economic pressures from the United States.

The EU pursuit of geopolitical independence is being severely tested by Russia's direct security aggression, China's control over critical raw materials and competing economic pressures from the United States.

Europe's Dual Challenge From China and Russia

Uganda

Ugandan army chief Muhoozi Kainerugaba, who is also President Yoweri Museveni's son, announced in a Jan. 26 post on X that Kampala intends to withdraw its troops from Somalia after nearly two decades of peacekeeping, without giving a reason.

Uganda, Somalia: Uganda's Army Chief Says Country Will Soon Withdraw Troops From Somalia

Saudi Arabia suspended the construction of another Vision 2030 project, the Mukaab, a tourist-trap giant cube in the center of Riyadh, Reuters reported on Jan. 27.

Saudi Arabia: Another Vision 2030 Project Bites the Dust

Media

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.

Bangladesh's General Election: Potential Outcomes and Their Implications

Latest

SITUATION REPORTS

Kazakhstan: Arbitration Ruling Raises Stakes for Energy Investors

EU, India: FTA Finalized, On Track To Enter Into Force in Early 2027

South Korea, U.S.: Trump Raises Tariffs Over Seoul's Slow-Walking of Trade Deal

U.S., Brazil: New Call Between Presidents Indicates Room for Pragmatic Relationship, Despite Divergences

Palestinian Territories: Hamas Pushes for Police To Integrate Into Transitional Government

U.S., Venezuela: CIA Presence in Venezuela Points to Trump's Long-Term Ambitions

U.K., China: Starmer To Visit Beijing Amid Revival of High-Level Economic Engagement

South Africa: Controversy Mounts Over Watering Down of Eskom Unbundling Plans

Uganda, Somalia: Uganda's Army Chief Says Country Will Soon Withdraw Troops From Somalia

Saudi Arabia: Another Vision 2030 Project Bites the Dust

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