Assessments

Canada

United States

Iran

Europe

Italy

Ukraine

India

Pakistan

Indian soldiers stand guard atop their vehicle in Srinagar, India, on April 23, 2025, following a deadly militant attack on tourists in Indian-administered Kashmir.

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: Escalating Pakistan-India Tensions, Canadian Elections and Pope Francis' Funeral

U.S.-Iran Relations

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

Geopolitical Calendar

Media

Podcasts

Economics

Will India be able to stay on track for its growth goals?

Essential Geopolitics: The Outlook for India's Economy

Snapshots

Russia

People walk past an electronic panel, promoting the contract service in the Russian armed forces, with a sign that reads "Our profession is to defend the Fatherland" in a shopping mall on May 11, 2024, in Moscow, Russia. 

Russia is signaling it may welcome back Western companies, but strict conditions, ongoing sanctions and reputational risks are likely to deter a widespread return.

Russia Opens Door to Western Firms, But With Major Strings Attached

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: April 24, 2025

Mexico

China

Trucks travel by the U.S.-Mexico border after crossing the border into the United States at Otay Mesa, California, on April 2, 2025. 

Global Trade

Although U.S. tariffs will hurt Mexico's economy in the short term, they may eventually grant Mexico a competitive advantage over countries that face even higher duties.

The Buffers That Will Help Mexico Navigate Tariff Turbulence

France

United Kingdom

U.S. Special Envoy Steve Witkoff (2 L) and U.S. Secretary of State Marco Rubio (C) attend a meeting with European and Ukrainian officials on April 17 at the Elysee presidential palace in Paris.

Russia-Ukraine Conflict

Ukraine will be forced to choose between compromising on its supposed red lines to de-escalate its war with Russia, or risk losing U.S. support and its battlefield position. 

Growing U.S. Pressure for a Peace Deal Puts Ukraine in a Difficult Position

Japan

South Korea

The Geopolitics of Trade

U.S. reciprocal tariffs will have major economic and political impacts on Japan and South Korea, particularly as both East Asian countries prepare for summer elections.

The Geopolitics of Trade: The Impact of U.S. Tariffs on South Korea and Japan

Columns

On Geopolitics

Israel

Lebanon

Syria

A Lebanese flag painted on a damaged building in the village of Meiss El-Jabal in southern Lebanon is seen from a position on the Israeli side of the border on Jan. 23, 2025, in northern Israel. 

Hezbollah's military losses and the formation of Lebanon's new government have opened the door to a new chapter in Lebanese history, although external pressure will complicate the country's next steps.

Hezbollah's Future in Lebanon

Workers at a quarry Feb. 26, 2025 in the Zhytomyr region of Ukraine.

Cyber

The Weekly Rundown: Von der Leyen Meets Starmer, a U.S.-Ukraine Minerals Deal

A crowd of men in 1930 wearing jackets and hats.

U.S. tariffs are throwing economies across the globe into disarray, just as they did in 1930, but lessons from the past could keep the world from tipping into a second Great Depression.

Lessons From the 1930s on Avoiding a Second Great Depression

Bangladesh

A protest on Jan. 8 in the Bangladeshi capital of Dhaka.

If Bangladesh's interim government does hold a vote due to the lack of progress on electoral reforms, the risk of instability, economic difficulties and public discontent will rise, potentially leading to military intervention. 

How Bangladeshi Stability Depends Upon a Prompt Election 

Latest

Saudi Arabia

A woman walks by anti-U.S. murals on the walls of the former U.S. embassy in downtown Tehran, Iran, on April 11, 2025. 

Energy

The U.S. will likely have to allow some Iranian uranium enrichment to ink a nuclear deal, likely resulting in Saudi Arabia seeking similar provisions for its own civilian nuclear program.

With Iran and Saudi Arabia, the U.S. Faces a Uranium Enrichment Dilemma

A digital illustration of the Chinese and EU flags.

Transatlantic trade tensions have created a window for tactical EU-China engagement, but structural constraints and unresolved disputes limit prospects for meaningful realignment.

Budding EU-China Rapprochement Amid U.S. Tariffs Will Have Its Limits

U.S.-China Relations

An Indian paramilitary serviceman keeps watch in Pahalgam, south of Srinagar, on April 23, 2025, following a deadly attack in Indian-administered Kashmir. 

India and Pakistan's exchange of tit-for-tat diplomatic and economic moves is raising the risk of a military escalation, while also fueling domestic unrest due to rising nationalist sentiment in both countries.

India-Pakistan Tensions Surge Following Deadly Kashmir Attack

United Arab Emirates

Yemen

Yemeni soldiers stand guard during a protest against the United States on April 18, 2025 in Sanaa, Yemen. 

As intensified U.S. airstrikes fail to halt Houthi attacks on Israel and Red Sea shipping, Washington is increasingly likely to seek on-the-ground Yemeni partners to pressure the militant movement.


In Yemen, the U.S.'s Anti-Houthi Campaign Raises the Specter of a Government Ground Offensive

Kuwait

Kuwaiti traders follow the stock market activity at the Boursa Kuwait stock exchange building in Kuwait City on April 7, 2025. 

The law will enable external borrowing to finance the country's deficits and Vision 2035 investments, but Kuwait's growing reliance on debt markets to increase capital expenditure could eventually prove problematic. 

After Eight Years of Gridlock, Kuwait Finally Passes a New Debt Law

Argentina

Aerial view of 9 de Julio Avenue in Buenos Aires, Argentina, is seen on April 10, 2025, during a 24-hour strike called by workers' unions against the economic policies of President Javier Milei. 

The $20 billion bailout package will reduce financial risks amid Argentina's ongoing macroeconomic adjustment, but the threat of policy slippage will increase ahead of the 2027 presidential election.

What To Make of Argentina's Latest IMF Deal

South Africa

Democratic Alliance leader John Steenhuisen holds a press conference in Johannesburg, South Africa, on Jan. 28, 2025.

Rising tensions between the ruling ANC and its key coalition partner over the 2025 budget are raising the risk of a coalition breakdown, which would threaten policy paralysis and a marked depreciation of the rand.

What the Democratic Alliance's Exit From Government Would Mean for South Africa

Cranes unload shipping containers from a ship at a port in Qingdao, in eastern China's Shandong province, on April 2, 2025. 

The timing and scope of Beijing's retaliatory measures signal a significant escalation of its trade war with Washington, which may nonetheless increase the long-term chance of a trade deal.

China Abandons Restraint With Latest Trade Salvo Against the U.S.

Chad

Sudan

A photo of Khartoum, Sudan, with columns of smoke rising in the background.

The SAF's military victory in Khartoum marks a turning point in the country's civil war, but a firm resolution remains out of reach as the RSF fights to consolidate control in the west.

What Next for Sudan After the Army Retakes Khartoum?

Germany

Netherlands

Spain

Ireland

U.S. President Donald Trump signs an executive order after delivering remarks on reciprocal tariffs during an April 2 event in the Rose Garden in Washington. The U.S.–EU trade dispute is on track to escalate as Brussels prepares retaliation against Washington's sweeping 20% tariff on EU goods, increasing the risk of a protracted tit-for-tat trade war that would disrupt supply chains, slow growth on both sides of the Atlantic and strain broader cooperation. 

The developments could see a protracted tit-for-tat trade war that disrupts supply chains, slows growth on both sides of the Atlantic and strains broader cooperation.

Brussels Prepares to Respond to the Latest Trump Tariffs

Poland

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. 

Environment, Science & Technology

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

Traders work on the floor of the New York Stock Exchange (NYSE) moments after the Closing Bell and the start of U.S. President Donald Trump's news conference on tariffs on April 2, 2025.

Rather than sparking a manufacturing renaissance, Trump's tariff policy threatens to undermine U.S. economic competitiveness for years to come.

The Perils and Pitfalls of Trump's Trade Strategy

Members of the Spanish and Bulgarian armed forces during the NATO exercise Steadfast Dart on Feb. 13, 2025, in Tsrancha, Bulgaria. 

Any U.S. retrenchment away from Europe will more likely be gradual, shaped by strategic realities, shared interests and material constraints, but this transition will still carry profound military, economic and societal implications that will deeply reshape the Continent's security landscape and accelerate the transition to a truly multipolar world.

The Future of Transatlantic Security Cooperation, Part 1: The View From Washington

U.S. President Donald Trump speaks from the Oval Office on March 7, 2025, after announcing that tariffs could be imposed on Canadian dairy and lumber products within days. 

The expanding scope of Trump's trade wars, coupled with the whiplash of tariffs being enacted and then suspended, begs the question: what is driving this strategy and what, if anything, will constrain it?

Trump's Emerging Trade Doctrine

A digital map illustration of Russia.

The White House believes that restoring ties with Moscow will help it negotiate a ceasefire in Ukraine and, more importantly, undermine Russia-China relations in the long run. But numerous potential pitfalls mean this approach is unlikely to pay off.

The Rationale and Risks of Trump's Push to Reengage With Russia

A map of the United States from 1897. While a revisionist America could lead to a more stable world order, it would be much more likely to lead to greater uncertainty, volatility, and conflict.

While a revisionist America could lead to a more stable world order, it would be much more likely to lead to greater uncertainty, volatility, and conflict.

What a Revisionist U.S. Foreign Policy Could Mean for the World

Science & Technology

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

Mali

Senegal

Al Qaeda's Sahel affiliate, Jamaat Nusrat al-Islam wal-Muslimin, or JNIM, has significantly expanded its operations in Mali's western Kayes region, intensifying attacks near the eastern Senegalese border and engaging in various illicit activities within eastern Senegal, Radio France Internationale reported on April 28, citing a report by the Dakar-based think tank Timbuktu Institute. 

Senegal: Al Qaeda Affiliate Continues Push To Infiltrate Eastern Senegal

A huge port explosion in the Iranian city of Bandar Abbas on April 26 killed 45 people, injured over 1,000 others and temporarily led to the port's closure, Newsweek reported on April 28.

Iran: Government Refrains From Blaming Israel for Massive Port Explosion

Angola

Angolan Finance Minister Vera Daves de Sousa said the Angolan government held talks with the International Monetary Fund to "explore" financing options following a slump in global oil prices in early April, Bloomberg reported on April 28. 

Angola: Government Holds Talks With IMF Regarding Support Package Following Oil Price Drop

Democratic Republic of the Congo

Rwanda

The Rwandan-backed M23 rebel group seized the town of Kaziba in the Democratic Republic of the Congo's South Kivu province following clashes with the Congolese military and pro-government Wazalendo militias despite the group's commitment to advance a ceasefire, Radio Okapi reported on April 28. 

Congo: Fighting Continues Despite U.S.-Brokered 'Declaration of Principles' With Rwanda

Germany formally requested the activation of the European Union's "national escape clause" to exempt defense spending from deficit calculations and avoid triggering excessive deficit procedures under the bloc’s fiscal rules, Reuters reported on April 28, citing a letter from outgoing Finance Minister Jorg Kukies to the European Commission.

Germany, EU: Berlin Invokes Escape Clause in EU Fiscal Rules To Increase Defense Spending

A contingent of around 400 Syrian Kurds representing the country's main Kurdish groups met in Qamishli, Syria, and called for the establishment of a decentralized, democratic Syrian state with a new constitution that "guarantee[s] the national rights of the Kurdish people and abide[s] by international laws for human rights and women's rights," AP reported on April 27.

Syria: Kurds Call for Decentralized State, Damascus Rejects It

The Kremlin announced on April 28 that it will implement a temporary ceasefire in Ukraine from May 8 to May 10 to observe the 80th anniversary of the defeat of Nazi Germany in World War II.

Russia, Ukraine: Kremlin Announces Three-Day Ceasefire in May Amid Pressure From White House

Palestinian Territories

Palestinian Authority President Mahmoud Abbas appointed longtime advisor and loyalist Hussein al-Sheikh to the authority's newly created vice presidential position, Al Jazeera reported on April 26.

Palestinian Territories: Palestinian Authority Appoints Fatah Insider as Abbas' Nominal Successor

Armenia

Azerbaijan

Crowds of Palestinians gather to receive food outside a U.N. aid distribution center in the Gazan city of Deir al-Balah on Nov. 2, 2024.

Israel-Hamas Conflict

Social Issues

The displacement of any Palestinians from the Gaza Strip will further erode post-World War II norms against population transfers, laying the groundwork for future global conflicts.

Trump's Gaza Plan Risks Further Eroding Global Constraints on Population Removals

Turkey

Syria’s de-facto leader Ahmad al-Sharaa addresses a crowd at a mosque in Damascus on Dec. 8, 2024.

While Syrians will drive their country's destiny, external influence from regional and global powers could determine what kind of government replaces the deposed Assad regime.

Syria's Future: Islamist Republic, Turkish Client State, or Jihadist Stronghold?

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

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

Contributor Perspectives

North Korean leader Kim Jong Un faces a stark and narrow choice between denuclearizing or learning to accept China's growing control over his country.

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.

North Korea's Kim Jong Un Finds Himself in a Bind of His Own Making

A Chinese effort to build influence in Africa includes a $140 million outlay to construct a new parliament building for Zimbabwe in its capital, Harare.

Infrastructure projects have helped Beijing build influence across the globe.

With Iran and Saudi Arabia, the U.S. Faces a Uranium Enrichment Dilemma

Latest

SITUATION REPORTS

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

Senegal: Al Qaeda Affiliate Continues Push To Infiltrate Eastern Senegal

Iran: Government Refrains From Blaming Israel for Massive Port Explosion

Angola: Government Holds Talks With IMF Regarding Support Package Following Oil Price Drop

Congo: Fighting Continues Despite U.S.-Brokered 'Declaration of Principles' With Rwanda

Germany, EU: Berlin Invokes Escape Clause in EU Fiscal Rules To Increase Defense Spending

Syria: Kurds Call for Decentralized State, Damascus Rejects It

Russia, Ukraine: Kremlin Announces Three-Day Ceasefire in May Amid Pressure From White House

Palestinian Territories: Palestinian Authority Appoints Fatah Insider as Abbas' Nominal Successor

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

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