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Iranian Supreme Leader Ayatollah Ali Khamenei is gone, and the U.S. and Israel-Iran war is widening. Here's what you need to know to navigate the immediate aftermath of the U.S.-Israeli strikes on Iran.

RANE Red Alert: What To Watch Following the U.S.-Israeli Attacks on Iran

Assessments

Europe

A woman holds a photo of Ayatollah Ali Khamenei as Iranians protest against attacks on Iran by Israel and the United States on Feb. 28, 2026 in Tehran, Iran. 

Economics

Energy

Global Trade

Depending on the duration of maritime disruptions in the Strait of Hormuz, the escalating conflict is set to subject European economies to significant energy market volatility.

European Economic Growth Likely To Suffer From Impact of U.S. and Israel-Iran War

U.S.-Iran Relations

Bahrain

Kuwait

Oman

Qatar

Saudi Arabia

United Arab Emirates

The Crown Plaza on March 1 showing damage from an Iranian military strike in Manama, Bahrain. Iran's attacks will push the Gulf Arab states more toward security alignment with the United States, and threaten their status as a secure investment destination.

Iran's attacks will push the Gulf Arab states more toward security alignment with the United States, and threaten their status as a secure investment destination.

The Implications of Iran's Attacks on the Gulf

Snapshots

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

Canada

Australia

China

Japan

Germany

India

The Tehran skyline on Dec. 30, 2025. On March 2, U.S. and Iranian negotiators will meet in Vienna, Austria, to begin technical talks on a nuclear deal.

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 Conflict in the Middle East, Merz meets Trump 

Iraq

Lebanon

Yemen

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

Palestinian Territories

A view shows tents near the Port of Gaza in the Gaza Strip on Feb. 9, 2026.

Israel-Hamas Conflict

With its focus on Iran, the U.S. is unlikely to greenlight a major new Israeli offensive in Gaza anytime soon, which will complicate Netanyahu's efforts to remove Hamas from the Strip before the October elections.

Netanyahu Will Struggle To Defeat Hamas Before Israeli Elections

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

Geopolitical Calendar

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

Armenia

Azerbaijan

Russia

Armenian Prime Minister Nikol Pashinyan (left) shakes hands with Azerbaijani President Ilham Aliyev during the inaugural meeting of the Board of Peace at the Donald J. Trump Institute of Peace on Feb. 19, 2026, in Washington, D.C.

Yerevan and Baku's efforts to finalize a peace treaty and realign toward the West will be tested by Russian influence operations ahead of Armenian elections and Iran's competing geopolitical interests.

To Escape Russia's Orbit, Armenia and Azerbaijan Turn to Each Other -- and the West

Lebanese flags fly outside of Lebanon's central bank in July 2023.

The proposed "gap law" for repaying depositors could unlock an IMF bailout and boost economic growth. But success is far from certain, as both passing and implementing the reform will prove challenging.

Will Lebanon's Draft Banking Law Unlock an IMF Deal?

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: Feb. 26, 2026

Latest

People attend a gathering honoring Iran's former Supreme Leader, Ayatollah Ali Khamenei, on March 1, 2026, at Ashura Square in southern Beirut, Lebanon. 

The Iran war has thrown a wrench in Iraq's and Lebanon's political stalemates, likely further prolonging government formation and delaying elections.

Political Stalemates in Iraq and Lebanon Deepen Amid Regional Instability

Smoke plumes billow following Israel's bombardment of Beirut's southern suburbs on March 2, 2026. 

Israel is set to escalate its campaign against Hezbollah in Lebanon, despite the Lebanese government's accelerated efforts to disarm the militant group.

Lebanon Joins the Region's Growing Conflict After Hezbollah Strikes Israel

Cargo ships and tankers are seen in the Strait of Hormuz off the coast of Fujairah, the United Arab Emirates, on Feb. 25, 2026. 

Although most of the Middle East's crucial oil and gas assets have so far been spared, a prolonged conflict would raise the risk of material supply disruptions and price shocks, particularly for LNG markets.

How Will the Iran War Impact the World's Oil and Gas Supplies?

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

European Union and Australian flags together.

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 

Mexico

A burned car is seen on a highway near Acatlan de Juarez, Jalisco state, Mexico, on Feb. 22, 2026. The car was allegedly set on fire by organized crime groups in response to the killing of Nemesio Oseguera "El Mencho," the top leader of the Jalisco New Generation Cartel (CJNG).

The killing of the Jalisco New Generation Cartel's notorious leader will initially improve U.S.-Mexico ties, but the likely surge in cartel violence will pose long-term risks to businesses and eventually renew pressure for U.S. military action in Mexico.

What a Cartel Leader's Killing Means for Mexico's Security and U.S. Relations

South Korea

Vietnam

U.S. President Donald Trump speaks during a press briefing at the White House on Feb. 20, 2026, after the U.S. Supreme Court ruled against Trump's use of emergency powers to implement international trade tariffs.

The Trump administration will use other trade authorities to replace many of the IEEPA tariffs struck down by the Supreme Court, meaning U.S. trading partners will remain incentivized to engage on trade matters.

What the Supreme Court Tariff Ruling Means for Trump and U.S. Trading Partners

Columns

On Geopolitics

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.

Environment, Science & Technology

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

Syria

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

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.

Russia-Ukraine Conflict

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

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

Cuba

Cuba's President Miguel Diaz-Canel said the country should "immediately" focus on transforming its economic and social model, AP reported on March 2.

Cuba: Government To Focus on Economic and Social Transformation Amid Energy Crisis

Alexey Likhachev, chief of Russia's Rosatom nuclear company, said a strike on Iran's Russian-built Bushehr nuclear power plant could cause a "regional-scale catastrophe," noting that Rosatom had lost contact with Iran's nuclear authorities, Interfax reported on March 3.

Russia, Iran: Rosatom Warns of Nuclear Risk Near Bushehr Plant

Two unnamed U.S. officials familiar with preliminary information regarding protesters' March 1 storming of the U.S. Consulate compound in Karachi, Pakistan, say U.S. Marine security guards fired on protesters during the incident, Reuters reported on March 2.

Pakistan: U.S. Officials Say Marines Fired on Protesters During Karachi Consulate Unrest

Science & Technology

Eritrea

Ethiopia

Sudan's Sudanese Armed Forces-backed government accused Ethiopia of allowing its territory to be used to conduct drone attacks inside Sudan and said such actions represented "a clear act of aggression," Sudan Tribune reported on March 2.

Sudan: SAF Denounces Drone Strikes From Ethiopian Territory

Democratic Republic of the Congo

Rwanda

The U.S. Office of Foreign Assets Control imposed financial sanctions on the Rwandan Defense Force, or RDF, and four senior Rwandan military officials for their role in supporting the M23 movement in the eastern Democratic Republic of the Congo, Reuters reported on March 3.

Rwanda: U.S. Imposes Sanctions on Rwandan Defense Force for Support to M23

Philippines

U.S. land-based reconnaissance aircraft conducted 72 sorties over the South China Sea in February, marking a 30% drop from the 102 conducted in both January and December, The South China Morning Post reported March 3.

Asia Pacific: U.S. Reconnaissance Flights in the South China Sea Drop 30% in February 

Taiwan

Around 40% of U.S. naval vessels ready for operations are currently in the Middle East, including one carrier and six destroyers that are normally based in the Pacific, according to a March 3 Reuters report.

Indo-Pacific: Regional Armament Concerns Grow Amid U.S.-Iran Conflict

Israel's defense minister announced that the Israel Defense Forces had advanced farther into southern Lebanon and seized additional territory to establish a buffer zone aimed at protecting northern Israeli communities from Hezbollah attacks, Reuters reported on March 3.

Lebanon, Israel: Israeli Forces Cross Into Lebanon To Seize Additional Positions

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

Sub-Saharan Africa

Americas

Middle East and North Africa

Asia-Pacific

Eurasia

South Asia

A NASA satellite image shows the city lights of Europe. 

U.S.-China Relations

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

OpenAI CEO Sam Altman announced that the company would amend its deal with the Department of Defense, which was announced on Feb. 27, after backlash, CNBC reported on March 2.

U.S.: OpenAI To Amend Deal With Pentagon Amid Backlash

French President Emmanuel Macron announced on March 2 that France will expand its nuclear arsenal and consider deploying nuclear-capable aircraft to allied European countries under a new "forward deterrence" doctrine, while retaining sole authority over their use, Reuters reported.

France: Macron Proposes Expanding Country's Nuclear Arsenal in Coordination With European Allies

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.

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

Latest

SITUATION REPORTS

Cuba: Government To Focus on Economic and Social Transformation Amid Energy Crisis

Russia, Iran: Rosatom Warns of Nuclear Risk Near Bushehr Plant

Pakistan: U.S. Officials Say Marines Fired on Protesters During Karachi Consulate Unrest

Sudan: SAF Denounces Drone Strikes From Ethiopian Territory

Rwanda: U.S. Imposes Sanctions on Rwandan Defense Force for Support to M23

Asia Pacific: U.S. Reconnaissance Flights in the South China Sea Drop 30% in February

Indo-Pacific: Regional Armament Concerns Grow Amid U.S.-Iran Conflict

Lebanon, Israel: Israeli Forces Cross Into Lebanon To Seize Additional Positions

U.S.: OpenAI To Amend Deal With Pentagon Amid Backlash

France: Macron Proposes Expanding Country's Nuclear Arsenal in Coordination With European Allies

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