Geopolitics

Where business meets statecraft.

Trade wars, sanctions, supply chains. We map the political weather over the global economy — region by region.

The world, today
North AmericaNA

Tariff escalation enters its third quarter

USMCA review may come early.

EuropeEU

Brussels recalibrates its China policy, again

EV duties hold; rare earths next.

Asia-PacificAPAC

Taiwan Strait diplomacy goes commercial

Foundry capacity is the new currency.

Middle EastME

Gulf sovereigns pivot from oil to AI compute

$50B in announced commitments.

AfricaAF

Critical minerals corridor finds new partners

DRC-Zambia rail breaks ground.

Latin AmericaLATAM

Mexico's nearshoring wave hits a power problem

Grid investment lags FDI.