Vietnam

Economics

Environment, Science & Technology

Vietnam will launch a $20 billion credit package -- worth about 4.7% of gross domestic product and 3.8% of total domestic credit, according to the State Bank of Vietnam -- backed by 21 banks to finance infrastructure and technology investments to maintain high growth amid pending U.S. tariffs, Nikkei Asia reported on May 9.

Vietnam: Hanoi Issuing Rare $20B Credit Package Amid Tariff Pressures

India

Pakistan

Politics

India reportedly initiated efforts to enhance the reservoir storage capacity at two hydroelectric projects in the Himalayan region of Kashmir, Reuters reported on May 5. 

India, Pakistan: India Launches Hydro Project Development in Kashmir

United States

The U.S. Trump administration is considering modifying the U.S. export control system on artificial intelligence chips, which is scheduled to come into effect on May 15, by replacing its tiered system with government-to-government agreements, Reuters reported on April 29. 

U.S.: White House Weighs Changes to Biden-Era Export Control Program for AI Chips

Japan

Energy

Military & Security

Japanese Prime Minister Shigeru Ishiba and Vietnamese Prime Minister Pham Minh Chinh met in Hanoi, Vietnam, to reaffirm the two countries' comprehensive strategic partnership, Nikkei Asia reported on April 28.

Japan, Vietnam: Ishiba Visit Deepens Semiconductor, Clean Energy and Defense Ties

On April 26, Pakistani authorities reported that India released water from the Uri Dam in India-administered Kashmir without prior notice, causing water levels in the Jhelum River to rise by 22,000 cubic feet per second and prompting a partial flood warning in Pakistan-administered Kashmir, ARY News reported on April 27.

Pakistan, India: India Releases Floodwater, Pakistan Calls for Neutral Probe Into Kashmir Attack

Europe

U.S. President Donald Trump's administration is pressuring the European Union to jettison an artificial intelligence code of practice rulebook intended to create higher transparency and risk-mitigation standards for AI developers, Bloomberg reported on April 25. 

EU, U.S.: White House Pressures Europe To Abandon AI Code of Conduct

India announced the suspension of the 1960 Indus Water Treaty and ordered Pakistani nationals within its territory to leave the country by April 27, following the April 22 attack by The Resistance Front that killed at least 26 people in the locality of Pahalgam, Jammu and Kashmir province, The Times of India reported on April 24.

India, Pakistan: Tensions Rise as Pakistan, India Downgrade Relations, Threaten Escalation

Cambodia

China

Laos

Thailand

The United States imposed antidumping and countervailing duties ranging from an effective 0% to 3,521% on solar panels and modules imported from Cambodia, Malaysia, Thailand and Vietnam, according to U.S. Commerce Department data published on April 22, with rates on the affected exporting companies depending on their level of cooperation with the U.S. investigation.

U.S., ASEAN: New U.S. Tariffs To Hammer Solar Panel Exports, Chinese Transshipment

The world is connected, but even the broadest topics deserve an individual look. Below are our latest and most relevant science and technology analyses. 

Technology

Sub-Saharan Africa

Americas

Asia-Pacific

Eurasia

Middle East and North Africa

South Asia

Agriculture

COVID-19

Supply Chains

Cyber

_Energy

Environmental Issues

Globalization

The 4th Industrial Revolution

Columns

On Geopolitics

Germany

France

United Kingdom

Poland

Spain

Italy

NATO military forces during static display after the Steadfast Dart 2025 military exercises at the Smardan Training Area in Smardan, Romania, on Feb. 19, 2025. 

Europe is increasingly focused on achieving greater strategic autonomy in defense, but internal divisions and material constraints will plague this quest, even as the United States' role on the Continent continues to shrink, meaning NATO will likely remain the cornerstone of Europe’s security architecture. 

The Future of Transatlantic Security Cooperation, Part 2: The View From Europe

Assessments

Israel-Hamas Conflict

Russia-Ukraine Conflict

Social Issues

Intensifying trade wars, a potential ceasefire in Ukraine, continued volatility in the Middle East and consequential elections in key countries will shape the quarter.

2025 Second-Quarter Forecast: An Excerpt

Global Elections

U.S.-China Relations

U.S.-Iran Relations

A photo of the U.S. Capitol overlaid with a pixilated blue and red pattern.

The United States will continue to prioritize AI innovation over regulation, and the European Union is set to partially reconsider its rules amid a broader push to increase competitiveness. 

The Future of AI Regulation Under the West's New Leadership

CDU leader Friedrich Merz (left) and the party's secretary general, Carsten Linnemann, hold a post-election press conference in Berlin, Germany, on Feb. 24, 2025. 

Germany's new government will likely be more stable than its predecessor, enabling the CDU/CSU to pursue economic stimulus and a more assertive foreign policy.

German Election Results Position the Center-Right To Retake the Helm

While wars over water remain rare, its unequal distribution, growing demand and climate change-driven stress will increasingly shape global challenges and geopolitical tensions in the decades to come.

The Geopolitics of Water: Conclusion

The Geopolitics of Water

South Africa

While government reforms will help catalyze much-needed investments in water infrastructure, these are unlikely to rapidly resolve the country's water supply challenges, which threaten to undermine South Africa's economic growth amid more frequent droughts. 

The Geopolitics of Water: The Cascading Effects of South African Underinvestment in Water Infrastructure

South Asia's rising demand for water resources will exacerbate disputes over key waterways, particularly the Brahmaputra and Indus rivers.

The Geopolitics of Water: Regional Rivals Compete for South Asia's Rivers

Canada

Mexico

U.S. President Donald Trump holds up an executive order after signing it during an indoor inauguration parade at the Capital One Arena in Washington, D.C, on Jan. 20, 2025.

While some will face legal challenges, Trump's initial orders on immigration, trade, energy and climate issues lay the groundwork for his ambitious agenda.

What To Make of Trump's Day 1 Executive Orders

Brazil

Changes in rainfall patterns and extreme weather events exacerbated by climate change will increasingly challenge Brazil's crop production, causing unrest.

The Geopolitics of Water: The Impact of Climate Change on Brazil's Agribusiness

Ethiopia

Egypt

In the coming decade, water scarcity will likely contribute to the erosion of Egypt's economic and political independence, including its ability to act unilaterally against other countries vying for water along the Nile basin.

The Geopolitics of Water: The Threat to Egypt's Independence

Media

Podcasts

What is Salt Typhoon, and what happened in the recent hack against U.S. telecommunications companies? 

Essential Geopolitics: Unpacking China's Salt Typhoon Operation

Iran

Israel

Palestinian Territories

Syria

Turkey

North Korea

Ukraine

Russia

As 2025 approaches, we look back at the previous year and consider the top five events as measured by geopolitical impact.

2024: A Geopolitical Review

Environment, Science & Technology

SITUATION REPORTS

Vietnam: Hanoi Issuing Rare $20B Credit Package Amid Tariff Pressures

India, Pakistan: India Launches Hydro Project Development in Kashmir

U.S.: White House Weighs Changes to Biden-Era Export Control Program for AI Chips

Japan, Vietnam: Ishiba Visit Deepens Semiconductor, Clean Energy and Defense Ties

Pakistan, India: India Releases Floodwater, Pakistan Calls for Neutral Probe Into Kashmir Attack

EU, U.S.: White House Pressures Europe To Abandon AI Code of Conduct

India, Pakistan: Tensions Rise as Pakistan, India Downgrade Relations, Threaten Escalation

U.S., ASEAN: New U.S. Tariffs To Hammer Solar Panel Exports, Chinese Transshipment

Forecasts

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