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Global Scans · Geopolitics · Weekly Summary


  • [New] With Iran and Russia representing less than 4% of China's overall trade, the two sanctioned countries should not expect full political backing from Beijing. Middle East Forum
  • [New] From renewed threats of tariffs to negotiations with the EU, firms are starting 2026 in an environment shaped by geopolitics as much as economics. CBI
  • [New] The political battle over expiring ACA subsidies, the Trump administration's proposed outline for healthcare and the ongoing political question of what Medicaid and Medicare will (and will not) cover all make 2026 a year of potential upheaval. J.P. MORGAN
  • [New] Ukraine's political leadership will be busy searching for additional funding options for 2027 and beyond. Kyiv Post
  • [New] There is the question of whether growing economic discontent in Russia will translate into growing political discontent. The Guardian
  • [New] China's hopes that the European Union would emerge as an independent and comprehensive player in global politics, serving as a counterbalance to the United States, have diminished. World and New World Journal
  • [New] Although a tenth nuclear-armed State may not emerge in 2026, it is highly likely that countries such as South Korea and Saudi Arabia will move closer to developing the technical means - and the political motivation - to build a bomb. Just Security
  • [New] A US strike on Iran could embolden Iranians to resume protesting and inflict irreparable damage to the political establishment. Critical Threats
  • [New] There's a political battle unfolding in Scotland over a new charge critics are calling a nuclear tax - a levy that could leave Scottish households paying for nuclear construction projects hundreds of miles away. no2nuclearpower
  • [New] Any deeper defence cooperation between the US and Turkey could face political scrutiny in Washington. Marine Insight
  • [New] Political and geopolitical risks are highlighted, ranging from ongoing conflicts in Ukraine and the Middle East to domestic political instability in countries facing major electoral cycles. MercoPress
  • [New] Former Brazilian President Jair Bolsonaro's likely arrest will weaken his political influence, but the far-right will remain strong, potentially threatening left-wing President Luiz Inacio Lula da Silva's re-election bid in 2026. Stratfor
  • [New] Cyber risk in 2026 is inseparable from geopolitics. WhiteBlueOcean
  • [New] Zelensky set 2027 as the target date for Ukraine to join the EU, but Germany's Merz said that it is not feasible for Ukraine to join in 2027 because meeting the political, economic and legislative conditions is a process that takes years. Sarcastosaurus
  • [New] The boom in military demand, driven by Russian aggression against Ukraine and instability in the Middle East, opens up industrial opportunities, but requires strategic planning to avoid making the industry hostage to short-term political decisions. Atalayar
  • [New] In the best-case scenario, the 2026 budget will accelerate investment in infrastructure and advanced manufacturing, consolidating India as the preferred destination for industrial relocations fleeing China's opacity and political risk. Atalayar
  • [New] Political theory has long warned of the tyranny of the majority, a recurring reality in South Asia. South Asia Monitor
  • [New] The trajectory of artificial intelligence is highly uncertain but could upend geopolitics in 2026. China-Russia Report
  • [New] Radical changes in geopolitics are possible - and perhaps even likely - and may present more opportunities than risks for the PRC and, to a lesser extent, Russia. China-Russia Report
  • [New] Trump's Greenland threats heightened global political tensions and saw confidence in the US dollar plummet, with investors turning to precious metals as a safer investment. BBC News
  • [New] President Recep Tayyip Erdogan has described 2026 as a pivotal year of reform and resurgence, signaling a period when long-prepared policies will translate into concrete economic, political, and social gains. P.A. Turkey
  • [New] Geopolitical tensions driving uncertainty Global tensions are fueling rising instability, with conflicts and strained relations shaping the political violence risk landscape. CFC
  • [New] Alternatively, China could decide to test the stamina of the west by blocking all trade routes to Taiwan causing havoc in global commerce and politics. Portfolio Adviser

Last updated: 08 February 2026



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