Global Scans · Geopolitics · Weekly Summary

• [New] Geopolitical events including the war in Ukraine and the Israel-Hamas war, as well as U.S. political polarization, could be creating an environment that may very well be creating risks that could eclipse anything since World War II. San Diego Union-Tribune
• [New] Looking ahead, the outlook for global steel demand remains cautiously optimistic, with potential risks including geopolitical tensions, persistent inflation, and fiscal challenges in major economies that could impact the ongoing recovery. petromindo
• [New] Recent geopolitical events in Central and Eastern Europe, specifically Russia's unprovoked attack on Ukraine, and non-political events, like the global Covid pandemic, have brought home the risks to governments and private sector organizations alike. GFS
• [New] Conflict in the Middle East and Ukraine, a year of elections around the world, and rising regulatory uncertainty in natural resource sectors, are refocusing attention on political risks in commodity markets. Gilmore
• [New] There are some other external risks too: potentially higher energy prices when India is a net oil importer; a global economic slowdown that can affect exports; and geopolitical tensions with neighbours China and Pakistan which could also have an impact on political stability. The Armchair Trader
• [New] In MPC's reckoning, food price uncertainties, the recent uptick in international crude oil prices, upward bias in cost-push pressures faced by firms and geopolitical tensions constitute major upside risks to the inflation outlook. billionpress
• [New] With new challenges on the horizon, it is unclear whether Botswana's economic and political legacy will stand tall or begin to collapse. Harvard International Review
• [New] The greatest external risk to the US economy is geopolitical tensions in the Middle East because they would boost oil and gasoline prices. CNN
• [New] With Europe urgently reevaluating its defence capabilities amid escalating geopolitical tensions and ongoing conflicts in Ukraine and Gaza, the theme of the second annual London Defence Conference is Deterrence: Building Capacity to Counter Global Threats. King's College London
• [New] Recent geopolitical events may very well be creating risks that could eclipse anything since world war two, pointing to Russia's full-scale invasion of Ukraine and the current violence in the Middle East. Financial Times
• [New] In a nutshell, China wants to succeed the US as the dominant hegemonic power, but economics, rather than ideology, will drive geopolitics and the new multipolar system. Modern Diplomacy
• [New] Building a national consensus with political support to provide long-term incentives for private businesses to invest in tourism and alternative energy could set Brazil on a new growth path. The Emerging Markets Investor
• [New] Despite geopolitical tensions and regulatory challenges, 88% of investors plan to increase FDI in the next three years, with AI adoption playing a crucial role in business operations and investment decisions. Gulf Business
• [New] The recent conflict in the Middle East reinforces the increasing prominence of risk relating to geopolitical tensions and its increasing potential impact on the global economy. TradingView
• [New] President Abdelmadjid Tebboune's surprise decision to schedule elections earlier than expected in Algeria is prompting suspicion and appears to be awakening discouraged political parties from a deep lethargy. AP News
• [New] Russia's unjustified war against Ukraine and the tragic conflict in the Middle East were major sources of geopolitical risk. European Central Bank
• [New] We expect prices to be supported by geopolitical tension, which has shifted back to Russia-Ukraine, as well as a healthy debate on global balances, once again led by a wide variance on year on year U.S. production growth. rigzone.com
• [New] Geopolitical tensions, the aftermath of the coronavirus (COVID-19) pandemic, the ongoing Russia-Ukraine war and associated crises, as well as the Gaza and Israel conflict are undoubtedly the most visible risk scenarios currently permeating the world. Financier Worldwide
• China loomed large at the AAFA summit amid discussions of geopolitical turbulence in a year in which more than half the world's population will hold an election, including the U.S. Supply Chain Dive
• The efforts of rival nations to establish a position of dominance in Space will see geopolitical tensions extending into orbit, creating a new domain of 'astro politics' that will likely be played out on the front pages of newspapers throughout the year. Space Watch Africa
• Increased geopolitical hacktivism: Threat actors are expected to launch misinformation campaigns and DDoS attacks against critical infrastructure, capitalising on on-going geopolitical conflicts and a 'super election' year, as five national elections take place across the globe. Intelligent CISO
• Tectonic shifts - from the energy transition to geopolitical tensions, demographics, and massive investments in AI, will drive a higher inflation bias, higher interest rates, and slower real economic growth in the medium term. KKR

Last updated: 14 April 2024