Assessments

Cameroon

United States

Israel

Palestinian Territories

Japan

France

Palestinians on Oct. 10 on Al-Rashid road headed toward Gaza City. U.S. President Donald Trump said he might visit the Middle East just as 20 hostages are meant to be released by Hamas after surviving two years in captivity as the White House pushes for the solidification of a frail ceasefire between Israel and Hamas.

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: Trump Tries To Solidify the Gaza Ceasefire, a Presidential Vote in Cameroon

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

Geopolitical Calendar

Media

Podcasts

Economics

Global Trade

Russia-Ukraine Conflict

What should companies be on the lookout for through the end of 2025 and beyond?

Essential Geopolitics: Trends From RANE's 2025 Fourth-Quarter Forecast

Despite the proliferation of digital assets, privately issued cryptocurrencies are unlikely to replace central bank-issued money in stable economies because they fail to sufficiently fulfill the core functions of money.

Privately Issued Cryptocurrencies Will Not Replace Fiat Currency

Snapshots

Egypt

Qatar

Turkey

People react at Hostage Square in Tel Aviv on Oct. 9, 2025, following news of a new Gaza ceasefire deal.

Violence in Gaza will almost certainly decrease as both Israel and Hamas are pressured to comply with the first phase of the ceasefire, keeping the truce intact in the coming days and possibly weeks.

After Two Years of War, a Permanent Gaza Ceasefire?

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: Oct. 9, 2025

Morocco

Demonstrators lift banners during a youth-led protest demanding reforms to public healthcare and education in Casablanca, Morocco, on Oct. 6, 2025.

The government will likely make some, mostly symbolic, concessions to the youth-led protest movement, which already appears to be weakening, but ongoing grievances related to economic inequality will sustain the risk of future mass protests.

Moroccans' Socioeconomic Grievances Will Persist, Even if Current Gen Z Protests Abate

Columns

On Geopolitics

An antique map showing the area around modern-day Israel and the Palestinian territories. 

Current conflict dynamics suggest an uneasy ''one-and-a-half-state'' solution may emerge, where Palestinians are granted limited autonomy in reservation-style territories under Israeli control, potentially mitigating violence but leaving Israel more internationally isolated.

A Palestinian 'Half-State' Could Reduce Violence, but Deepen Israel's Isolation

Bangladesh

India

Nepal

Pakistan

Sri Lanka

Protesters gather at the Singha Durbar, the main administrative building for the Nepal government, in Kathmandu on Sept. 9, 2025. 

Widespread discontent with corruption and economic mismanagement is fueling movements that demand greater accountability across South Asia.

Political Instability Roils South Asia

China

South Korea

Sanae Takaichi, the newly elected LDP leader, on Oct. 4 in Tokyo.

Takaichi will lean into populism, spurring near-term growth but exacerbating long-term economic challenges, while her nationalism will bolster Japan's military and boost U.S. ties even as it strains those with Japan's neighbors.

Japan's Conservative Takaichi Set To Become Next Prime Minister

Outgoing French Prime Minister Sebastien Lecornu arrives to deliver a statement at the Hotel Matignon in Paris after submitting his resignation to French President Emmanuel Macron on Oct. 6, 2025. 

Lecornu's resignation leaves President Macron with few good options to ease the ongoing political gridlock over the budget, portending further market volatility, social unrest and, potentially, a fiscal crisis.

French Political Crisis Deepens as Another Prime Minister Resigns

Syria

Tajikistan

Azerbaijan

Georgia

Russia

The assembly hall of the Syrian parliament Oct. 1 in Damascus. An Oct. 5 indirect election for parliament will mark the first time Syrians have had an electoral say in their government since the 1960s.

The Weekly Rundown: Japan's Election, Syria's Political Transition

Latest

Ukraine

Russian flag on a cracked wall, illustrating an economic decline with a downward arrow. 

Energy

Despite high consumer confidence, underlying economic indicators show a significant contraction in non-defense industrial production, slowing consumption and falling investment, signaling that the Kremlin's war economy is steadily deteriorating.

Russia's War Economy Is Faltering

Tetsuo Saito, the leader of Japan's Komeito party, attends a meeting at the Diet in Tokyo on Oct. 10, 2025.

The collapse of the ruling Liberal Democratic Party's longstanding coalition with Komeito increases the likelihood of a fragile opposition government taking power, which could strain U.S.-Japan trade ties while improving Tokyo's regional diplomatic prospects.

End of an Era: Japan's 26-Year Coalition Government Falls Apart

Peru

Then-Peruvian President Dina Boluarte arrives to deliver her address to the nation on Peru's Independence Day at the National Congress in Lima on July 28, 2025.

The interim government will struggle to quickly reduce crime levels and pass major structural reforms, while the upcoming presidential election will fuel policy uncertainty due to the crowded field of candidates.

Boluarte's Impeachment Unlikely To Improve Peru's Political and Security Climate

Europe

Moldova

Moldovan President Maia Sandu arrives to hold a press conference in Chisinau on Sept. 29, 2025, after her pro-EU party secured a victory in parliamentary elections. 

Despite a clear win for the pro-EU Action and Solidarity in the Sept. 28 parliamentary election, Moldova's path to EU accession remains fraught with obstacles, including the unresolved Transdniestria conflict, entrenched corruption and the need for politically sensitive judicial reforms.

Even With PAS Victory, Moldova's Road to EU Membership Remains Long

Chinese Vice Premier He Lifeng arrives for trade talks with US Secretary of the Treasury Scott Bessent at the foreign ministry in Madrid on Sept. 14, 2025.

A Trump-Xi phone call and a fourth round of U.S.-China trade talks have yielded few concrete results, showing that negotiations on trade and TikTok will remain slow-going.

Despite Trump-Xi Phone Call, U.S.-China Trade Talks Struggle To Gain Traction

U.S.-China Relations

A department store on Sept. 5, 2025, in Mumbai, after the Indian government slashed GST rates. While the government's tax changes will support growth by boosting disposable incomes and household consumption, they are likely only a short-term measure that threatens to strain some Indian states' budgets.

While the government's tax changes will support growth by boosting disposable incomes and household consumption, they are likely only a short-term measure that threatens to strain some Indian states' budgets.

India's GST Reforms Will Weigh on State Finances 

Flag of China on a red-painted printed circuit board.

Cyber

Environment, Science & Technology

Advancements in China's semiconductor sector are reducing Chinese companies' reliance on foreign technology, enabling them to push back more firmly against Western hegemony.

China's Chip Advances Increase Beijing's Leverage in Talks With the U.S.

Poland

Russia's drone incursion into Poland highlights Moscow's increasing willingness to test Western resolve as it continues mass airstrikes on Ukraine, prepares for war games in Belarus and negotiations to end the war are stalled. 


Russian Drones Crossing into Poland Risk Escalation with NATO

Demonstrators carrying Nepal's national flag stage a protest outside the parliament building in Kathmandu on Sept. 8, 2025, against social media prohibitions and government corruption. 

Despite the prime minister's resignation and the lifting of a controversial social media ban, risks of violent unrest will likely persist as long-standing political instability deepens.

Nepal's Political Instability Deepens as Violent Protests Prompt Prime Minister's Resignation

U.S. President Donald Trump and Israeli Prime Minister Benjamin Netanyahu participate in a press conference in the State Dining Room of the White House in Washington, D.C., on Sept. 29, 2025. 

The once-unshakable consensus on Israel within U.S. politics is fracturing under the weight of generational change, a growing values gap and a misalignment of geopolitical imperatives.

'A Little Sparta': Why the U.S.-Israeli Relationship Is Destined To Change 

On Security

An aerial view of the IAD71 Amazon Web Services data center is seen on July 17, 2024, in Ashburn, Virginia. 

Social Issues

AI's displacement of workers, the environmental impact of data centers and fears of pervasive surveillance are creating a potent mix of grievances likely to fuel violent extremism against targets associated with the technology.

The Coming Violent Backlash Against AI

The crime scene where political activist Charlie Kirk was shot and killed Sept. 11 at Utah Valley University in Orem, Utah. Political violence in the United States and other Western countries is becoming harder to define. 

Political Instability & Social Unrest

While ideologically amorphous violence is deeply troubling, it fits into the overall wave of political violence in which the United States finds itself -- and the overall trajectory of more violence likely for the foreseeable future.

The Charlie Kirk Assassination Highlights the Rise of Political Violence Without a Clear Ideology 

Iraq

Jordan

Lebanon

A mosque in March 2025 in Herat, Afghanistan. Whether Islamism revives as in the Levant, evolves pragmatically through parties with Islamic values as in Turkey, or changes beyond all recognition remains up in the air.

Whether Islamism revives as in the Levant, evolves pragmatically through parties with Islamic values as in Turkey, or changes beyond all recognition remains up in the air.

The Future of Islamism in the Middle East

Brazil

Brazilian President Luiz Inacio Lula da Silva on Sept. 7 in Brasilia, Brazil. Lula's failure to acknowledge changes in Brazilian society and power dynamics are leaving him struggling to resonate with voters.

President Luiz Inacio Lula da Silva's failure to acknowledge changes in Brazilian society and power dynamics is making it difficult for him to resonate with voters.

Lula's Old Playbook Meets a New Political Reality

Police tape hangs in front of Utah Valley University following the fatal shooting of political activist Charlie Kirk during an event at the campus Sept. 12, 2025 in Orem, Utah. The period between now and whenever the current wave of political violence ebbs is likely to be volatile, punctuated by further attacks, domestic political instability and the erosion of U.S. global influence.

War, Insurgency & Terrorism

The period between now and whenever the current wave of political violence ebbs is likely to be volatile, punctuated by further attacks, domestic political instability and the erosion of U.S. global influence.

Charlie Kirk's Assassination: The Latest Chapter in America's Long History of Political Violence

Iran

Azerbaijan's Deputy Prime Minister Shahin Mustafayev announced that construction of the Horadiz-Agbend railway and highway, key links in the North-South and Araz transport corridors, will be completed by 2026, Azerbaijan State News Agency reported on Oct. 13.

Azerbaijan, Russia, Iran: Azerbaijan Positions Itself as Core of Russia-Iran Logistics Network

The Kremlin issued unusually sharp warnings about the potential U.S. supply of Tomahawk cruise missiles to Ukraine, Reuters reported on Oct. 12.

Russia, Ukraine, U.S.: Kremlin Issues Escalation Threats Over Potential Tomahawk Delivery

U.S. President Donald Trump posted on Truth Social on Oct. 12 that Chinese "President Xi [Jinping] just had a bad moment," in reference to China's Oct. 9 expansion of rare earth export curbs, and that "The U.S.A. wants to help China, not hurt it." 

U.S., China: U.S. Open to De-escalation, But Deal Terms Growing More Contentious

Cote d'Ivoire

The Ivorian opposition coalition Common Front called for daily nonviolent demonstrations against the exclusion of key opposition figures from the Oct. 25 presidential election, despite a government ban on protests, Jeune Afrique reported on Oct. 12.

Cote d'Ivoire: Security Forces Arrest Over 200 Amid Calls for Daily Protests Despite Government Ban

Cameroon held a presidential election on Oct. 12 that was broadly peaceful in much of the country but saw clashes erupt between supporters of opposition candidate Issa Tchiroma Bakary and security forces in the northern city of Garoua, Radio France Internationale reported on Oct. 13. 

Cameroon: Ballot-Counting for Presidential Election Begins as Clashes Erupt in the North

Madagascar

The French military exfiltrated Malagasy President Andry Rajoelina from Madagascar on Oct. 12, Radio France Internationale reported on Oct. 13.

Madagascar: France Exfiltrates President After Army Corps Defects in Support of Gen Z Protesters

Philippines

The Philippines accused China's coast guard of using water cannons and ramming a Philippine vessel near Philippine-controlled Thitu Island in the Spratly Islands of the disputed South China Sea, damaging the ship but causing no injuries, Reuters reported on Oct. 12.

China, Philippines: Maritime Forces Clash in South China Sea

Australia

Australia is consulting miners on a proposed $777 million critical minerals fund that would be led by the government and could include price floors, offtake guarantees and government-backed loans to stabilize domestic producers, Bloomberg reported on Oct. 11.

Australia: Canberra Weighs Critical Minerals Reserve Ahead of U.S. Talks

French Prime Minister Sebastien Lecornu announced his new Cabinet on Oct. 12, two days after being reappointed by President Emmanuel Macron following his resignation on Oct. 6, Le Monde reported the same day.

France: Lecornu Reappointed Prime Minister, To Present Budget and Policy Program to Parliament 

President Donald Trump delivers remarks in the Oval Office of the White House on Oct. 6, 2025.

The White House's expanding campaign of retribution against perceived political opponents threatens to weaken the rule of law and create lasting instability for domestic governance, foreign alliances and the investment climate.

The Risks of the Trump Administration's Campaign of Retribution

Science & Technology

A portrait of former U.S. President Ronald Reagan is seen in the background as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House in Washington, D.C., on April 22, 2025.

In just seven months in office, the Trump administration has pursued a series of highly unconventional economic policies that, taken together, amount to the deepest government interventionism into the U.S. economy of any president since the Reagan era.

The Visible Hand: Trump's Interventionism Reshapes American Capitalism

Netherlands

The Dutch government has temporarily taken control of Chinese-owned semiconductor manufacturer Nexperia, citing risks to national and European technological security, the Financial Times reported Oct. 12.

Netherlands, China: Dutch Government Seizes Control of Chinese-Owned Chipmaker 

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

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.

How Chinese Financing Is Fueling the World’s Megaprojects

Mongolia

Under President Khaltmaa Battulga, Mongolia has been deepening its relationship with Russia.

The East Asian nation is at the geographical nexus of the rivalry among China, Russia and the United States. It faces a difficult task navigating its precarious position.

How Great Power Competition Is Changing the Geopolitics of Mongolia

For Moscow, soft power is more about sowing discord among the Kremlin's enemies than singing Russia's praises.

Rather than trumpet Russia's praises overseas, Moscow's propaganda machine is focused more on undermining the Kremlin's enemies.

Boluarte's Impeachment Unlikely To Improve Peru's Political and Security Climate

Latest

SITUATION REPORTS

Azerbaijan, Russia, Iran: Azerbaijan Positions Itself as Core of Russia-Iran Logistics Network

Russia, Ukraine, U.S.: Kremlin Issues Escalation Threats Over Potential Tomahawk Delivery

U.S., China: U.S. Open to De-escalation, But Deal Terms Growing More Contentious

Cote d'Ivoire: Security Forces Arrest Over 200 Amid Calls for Daily Protests Despite Government Ban

Cameroon: Ballot-Counting for Presidential Election Begins as Clashes Erupt in the North

Madagascar: France Exfiltrates President After Army Corps Defects in Support of Gen Z Protesters

China, Philippines: Maritime Forces Clash in South China Sea

Australia: Canberra Weighs Critical Minerals Reserve Ahead of U.S. Talks

France: Lecornu Reappointed Prime Minister, To Present Budget and Policy Program to Parliament

Netherlands, China: Dutch Government Seizes Control of Chinese-Owned Chipmaker

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