Assessments

Canada

United States

Iran

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.

Economics

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: Merz meets Trump, the Looming Threat of U.S. Strikes on Iran

U.S.-Iran Relations

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

Geopolitical Calendar

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

Snapshots

Europe

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

Taiwan

A video interview of Taiwanese President William Lai plays onstage during The New York Times DealBook Summit 2025 at Jazz at Lincoln Center on Dec. 3, 2025, in New York City.

President Lai's political disputes with the legislature are unlikely to ease anytime soon, which could disrupt U.S. trade and arms deals and/or jeopardize future opportunities for diplomatic engagement with China.

Taiwan's Political Dysfunction Goes Global

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

Columns

On Geopolitics

Somalia

Sudan

Egypt

Iraq

Israel

Lebanon

Libya

Saudi Arabia

Syria

Turkey

United Arab Emirates

Yemen

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

European Union and Australian flags together.

Global Trade

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

Palestinian Territories

Turkish President Recep Tayyip Erdogan (L) and Saudi Crown Prince Mohammed bin Salman (R) inspect the honor guard during an official welcoming ceremony at the presidential complex in Ankara, Turkey, on June 22, 2022.

After years of discord, Saudi Arabia and Turkey are finding common ground as they increasingly position themselves against Emirati- and Israeli-backed regional initiatives. 

Saudi Arabia and Turkey's New Regional Alignment

U.S. President Donald Trump speaks to the press Feb. 2 in the Oval Office of the White House in Washington. U.S. President Donald Trump will deliver the annual State of the Union address to Congress on Feb. 24.

The Weekly Rundown: Trump Threatens Iran, Pledges To Reimpose Tariffs on Different Grounds

U.S.-China 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

Latest

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

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?

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

Eritrea

Ethiopia

Destroyed vehicles are strewn outside Sudan's finance ministry building in the capital Khartoum on Jan. 17, 2026, after nearly three years of devastating war in the country.

Ethiopia's apparent tilt toward the RSF paramilitary group in neighboring Sudan could trigger deadly border clashes and prompt the Sudanese military to deepen ties with Tigrayan forces.

Ethiopia Discreetly Dips Into Sudan's Civil War

Argentina

An aerial photo shows Argentinian police using a water cannon truck against protesters opposing labor reforms on Feb. 11, 2026, in Buenos Aires, Argentina.

Although the labor reform is likely to be approved and may incrementally improve Argentina's hiring climate, its short-term economic impact will be limited.

Argentina's Milei Secures Senate Backing for Market-Oriented Labor Overhaul

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

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

Media

Podcasts

It’s not always malware. Sometimes it’s a polite-sounding phone call.

In this episode, we dig into one of the most abused (and most underestimated) attack paths right now: account recovery. From MFA push fatigue to “I’m locked out of my email” social engineering, attackers are getting better at turning support workflows into instant access—especially when the target has privileged roles or finance permissions.

You’ll learn the red flags that show your org is vulnerable, the controls that actually hold up under pressure, and a quick set of changes you can implement in the next few weeks—without making everyone hate the helpdesk.

The Password Reset Trap: Why “Helpdesk” Is Now a Front Door

Forecasts

The next 4–8 weeks are likely to bring sharper policy swings, shipping and energy uncertainty, and more “sudden” regulatory actions that move markets before they hit headlines. Companies with cross-border supply chains should plan for short-notice disruption rather than slow-burn change.

Geopolitical Forecast (Sample): “Election-Season Volatility + Red Sea Disruption Spillover”

Pakistani officials said on Feb. 22 that the country's military launched airstrikes overnight Feb. 21 targeting seven "terrorist camps and hideouts" linked to Tehrik-i-Taliban Pakistan and Islamic State Khorasan Province in the eastern Afghan provinces of Nangarhar, Paktika and Khost, killing at least 70-80 militants, Dawn reported on Feb. 22. 

Pakistan, Afghanistan: Pakistan Launches Latest Cross-Border Strikes in Retaliation for Militant Attacks

Hong Kong SAR, China

China on Feb. 10 released the latest white paper on national security in Hong Kong, laying out China's "guiding role" in designating national security priorities and Hong Kong's main duty as an enforcer.

HK: White Paper Formalizes China's Territorial Control

Thailand

Bangladesh

Campaign posters Feb. 6 of candidates running in the upcoming Japanese House of Representatives election, in Inagi, Tokyo prefecture.

The Weekly Rundown: Japan Holds Snap Elections, U.S. Weighs Options After Iran Talks

Indonesia

Visitors take pictures in front of an electronic board displaying falling stock prices at the Indonesia Stock Exchange in Jakarta on Jan. 29, 2026.

The episode exposes structural risks embedded in the president's governance that could threaten investor confidence -- and with it, Indonesia's economic growth and manufacturing competitiveness.

Lessons Learned From Indonesia's Market Rout

People walk past campaign posters in Bangkok on Feb. 2, 2026, ahead of Thailand's Feb. 8 general election.

Thailand's Feb. 8 general election and constitutional referendum are unlikely to deliver a decisive political reset and will instead risk extending a familiar cycle of constrained reform and policy caution amid heightened security and economic pressures.

Elections and Referendum Unlikely to End Thailand's Cycle of Constrained Governance

Russian soldiers wear chemical protection suits as they stand next to a military fueler on the base of a prime mover of Russian Topol intercontinental ballistic missile during a training session at the Serpukhov's military missile forces research institute some 100km outside Moscow on April 6, 2010.

Over time, this will intensify an ongoing buildup of nuclear capabilities across the globe and make crises involving nuclear powers more unpredictable and prone to miscalculations. 


Implications of the Last Major U.S.-Russian Nuclear Arms Control Agreement's Expiration

U.S. Naval Update Map: Feb. 5, 2026

Japanese Prime Minister Sanae Takaichi (top, 5th from left) speaks during the election campaign rally on Jan. 29, 2026, in Himeji, Japan. 

Global Elections

Outcomes for the Feb. 8 snap ballot include a decisive victory for Prime Minister Sanae Takaichi's Liberal Democratic Party, a weakened conservative coalition and an opposition win.

Japan's Lower House Elections: Potential Outcomes and Their Implications

Sub-Saharan Africa

Americas

Middle East and North Africa

Asia-Pacific

Eurasia

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

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

Algeria

Algeria began canceling its 2013 air service agreement with the United Arab Emirates, marking the latest deterioration in ties between the two countries, Reuters reported on Feb. 7.

Algeria, UAE: Algeria Begins Canceling Air Service Agreement With UAE

Kazakhstan

The Central Asia-United States business forum, or B5+1, concluded in Bishkek, Kyrgyzstan, on Feb. 5, bringing together government officials and private sector representatives to advance economic cooperation across the region, Eurasianet reported Feb. 6.

Central Asia, U.S.: Washington Presses Economic Outreach at B5+1 Forum

Lt. Gen. Vladimir Alekseyev, the first deputy head of Russia's military intelligence agency, known as the GRU, was shot and wounded by an unidentified assailant at his Moscow apartment building on Feb. 6, Russian state news agency TASS reported.

Russia: GRU's Second-in-Command Shot in Moscow

Taiwan's defense ministry said it will ask the United States to extend deadlines for signing several arms purchase agreements because parliament has still not approved the required funding, Reuters reports Feb. 6.

Taiwan, U.S.: Taipei Seeks Extension for U.S. Arms Deal

The United States and Argentina sealed a trade and investment deal that includes the elimination of hundreds of tariffs on each other's goods, Clarin reported Feb. 5.

U.S., Argentina: Countries Reach Trade And Investment Deal

Lithuania

China said it was open to resuming dialogue with Lithuania after Lithuanian Prime Minister Inga Ruginiene said the country's 2021 decision to allow Taiwan to open a de facto embassy in Vilnius was a mistake, Reuters reported Feb. 6.

Lithuania, China: Vilnius Signals Shift Toward Normalizing Relations With Beijing

Australia and Indonesia signed a security treaty committing both countries to consult the other if either faces a threat, following talks between Australian Prime Minister Anthony Albanese and Indonesian President Prabowo Subianto in Jakarta, The Jakarta Post reported Feb. 6.

Australia, Indonesia: Security Pact Deepens Strategic Relationship

In southern Yemen, Saudi Arabia is planning to commit approximately $3 billion to replace subsidies and support previously provided by the United Arab Emirates, Reuters reported Feb. 5, citing Saudi and Yemeni officials.

Yemen: Saudi Arabia Commits $3 Billion to Support Southern Yemen After UAE's Withdrawal

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

Broken Contracts in the Middle East

Stratfor Middle East and North Africa Analyst Emily Hawthorne updates the political and economic situation in Algeria.

Netanyahu Will Struggle To Defeat Hamas Before Israeli Elections

Latest

SITUATION REPORTS

Pakistan, Afghanistan: Pakistan Launches Latest Cross-Border Strikes in Retaliation for Militant Attacks

HK: White Paper Formalizes China's Territorial Control

Algeria, UAE: Algeria Begins Canceling Air Service Agreement With UAE

Central Asia, U.S.: Washington Presses Economic Outreach at B5+1 Forum

Russia: GRU's Second-in-Command Shot in Moscow

Taiwan, U.S.: Taipei Seeks Extension for U.S. Arms Deal

U.S., Argentina: Countries Reach Trade And Investment Deal

Lithuania, China: Vilnius Signals Shift Toward Normalizing Relations With Beijing

Australia, Indonesia: Security Pact Deepens Strategic Relationship

Yemen: Saudi Arabia Commits $3 Billion to Support Southern Yemen After UAE's Withdrawal

Forecasts

ANALYSES

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