Assessments

United States

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: March 26, 2026

Snapshots

Italy

Opposition supporters celebrate the defeat of a referendum on justice reform March 23 in Rome. The defeat exposes limits to the Italian government's dominance, and may embolden the fragmented opposition and strain coalition unity.

Politics

The defeat of a highly politicized judicial reform referendum exposes limits to the Italian government's dominance, and may embolden the fragmented opposition and strain coalition unity.

What a Failed Italian Referendum Means for the Meloni Government

Columns

Iran

Israel

Lebanon

Syria

Photos of prominent Hezbollah leaders are seen at the site of a reported Israeli airstrike which killed 6 members of the same family, on March 19, 2026 in Baalbek, Lebanon.

Israel-Hamas Conflict

Military & Security

The trajectory of the war will be increasingly defined by a clash of strategic objectives that makes a quick resolution of the conflict unlikely.


The Impact the Israel-Hezbollah War Will Have on Lebanon

U.S.-Iran Relations

Denmark

France

Ukraine

Russia

The European Parliament building in 2019 in Strasbourg, France. Parliament is set to hold a plenary vote March 26 on implementing the 2025 EU‑U.S. trade framework agreement.

Energy

Russia-Ukraine Conflict

A look at what the coming week will bring -- and a list of recommended RANE articles from the week that was.

The Weekly Rundown: A Vote on the EU‑U.S. Trade Framework, the Iran Conflict Continues

Russian President Vladimir Putin holds a meeting in Moscow on the global oil and gas market situation on March 9, 2026.

Economics

The current surge in demand for Russian oil will likely be short-lived, but weaker sanctions enforcement and higher energy prices could nonetheless buoy Moscow's capacity to fund its war in Ukraine.

In Twist of Fate, Russia Gets a Boost From Iran-Related Oil Shocks

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

Geopolitical Calendar

Bahrain

Kuwait

Oman

Saudi Arabia

United Arab Emirates

People walk along the corniche area on the occasion of Eid al-Fitr, marking the end of the holy month of Ramadan, in Abu Dhabi on March 20, 2026.

Global Trade

Disruptions to shipping through the Strait of Hormuz will compel Gulf Cooperation Council states to invest in alternative trade routes and more resilient physical infrastructure.

Gulf Arab States, Shaken by Iran War, Plan Economic Pivot

Greenland

Danish Defense Minister and top candidate of Denmark's Venstre party, Troels Lund Poulsen (left), and Danish Prime Minister and top candidate of the Social Democrat Party, Mette Frederiksen (right), attend a debate in Copenhagen on March 15, 2026.

Environment, Science & Technology

The upcoming parliamentary elections could result in three distinct coalitions that would offer varying continuity in domestic economic policy and Copenhagen's approach to U.S. pressure over Greenland.

Denmark's General Elections: Potential Outcomes and Their Implications

Global Elections

Sub-Saharan Africa

Americas

Middle East and North Africa

South Asia

A farmer sprinkles fertilizer over a crop of cauliflower on the outskirts of Bangalore, India, in November 2020.

The Strait of Hormuz blockade is straining global supplies of nitrogen- and phosphorus-based fertilizers, which could lead to lower crop yields, higher food prices and fiscal strain for agricultural producers if the disruptions persist.

Assessing the Iran War's Impact on Global Fertilizer Supplies

U.S. Naval Update Map: March 19, 2026

Malaysia

A man fills up his truck at a Petroleum Sarawak Berhad (Petros) station in Kuching, Malaysia, on June 20, 2025.

While fuel subsidies have so far cushioned the impact, if the Iran-related energy disruptions persist, the government may have to sacrifice economic reforms to preserve political support before the next election.

Malaysia's Ballooning Fuel Subsidy Costs Will Test the Government's Reform Agenda

Japan

Japan's Prime Minister Sanae Takaichi addresses a news conference at the Prime Minister's office in Tokyo on Feb. 18.

The Japanese prime minister may offer economic and security concessions during her upcoming summit with the U.S. president to avoid direct entanglement in the Iran conflict while preserving the relationship with Washington.

Iran War Heightens Stakes of Key Takaichi-Trump Summit

Latest

Europe

Cars drive past a gas station in Ponte Leccia on the French Mediterranean island of Corsica on March 26, 2026. 

To address Iran-related energy disruptions, the European Union will likely opt for a patchwork of national relief measures, rather than a more comprehensive market intervention.

How the EU Is Responding to Its Latest Energy Crisis

Qatar

The Burj Khalifa skyscraper (L) and the Burj al-Arab hotel (R) on March 11 in Dubai, United Arab Emirates. With further Iranian provocation, several Gulf Cooperation Council states would be willing to join the war against Iran, but doing so would likely deepen Iran's targeting of their critical infrastructure, exacerbate the globally disruptive impacts of the war and potentially pull the GCC into a permanently hostile relationship with Iran.

Joining in could deepen Iran's targeting of GCC critical infrastructure, exacerbate the globally disruptive impacts of the war and pull the bloc into a permanently hostile relationship with Iran.

Will the Gulf States Join the Iran War, and What Would Happen if They Did?

Yemen

India

A medicine distributor stores Mounjaro (tirzepatide) self-injecting GLP-1 prefilled pens and vials in a fridge at his office in Thane, India, on March 20, 2026. 

India's pharmaceutical and medical technology sectors are set to grow significantly over the next several years amid manufacturing incentives, regulatory reforms and trade deals.

The Growth Outlook for India's Pharmaceutical Sector Remains Strong, Despite Global Uncertainties

Asia-Pacific

Eurasia

The Geopolitics of Demographics

Social Issues

While far from deterministic, demographics plays a key role in influencing a country's domestic and international politics, as well as its economic and financial development.

The Geopolitics of Demographics: Politics and Economics

Demonstrators wave Iranian national flags and hold pictures of the country's new supreme leader, Mojtaba Khamenei, at Enghelab Square in central Tehran on March 9, 2026.

The selection of hard-line cleric Mojtaba Khamenei to succeed his slain father will entrench Tehran's resolve to continue the war and preserve its ballistic missile and nuclear programs.

Iran's New Supreme Leader Will Strengthen Hard-Liner Influence

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

Iraq

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

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

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

Australia

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 

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.

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

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

Germany

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

Ukrainian President Volodymyr Zelensky attends a press conference at the European Commission's headquarters in Brussels, Belgium, on Aug. 17, 2025.

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?

China

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

South Korea

Vietnam

On March 25, Australia's Lynas Rare Earths and South Korea's LS Eco Energy signed a framework agreement to build a rare earth metallization facility in Vietnam, with output to feed downstream magnet production in the United States, Nikkei Asia reported the next day.

Asia-Pacific, U.S.: Newly Announced Metalization Plant Forwards Non-China Rare Earth Supply Chain

The European Parliament approved the EU-U.S. trade framework agreement on March 26 after months of delays linked to policy uncertainty in Washington and repeated tariff threats from the Trump administration over Greenland and other nontrade issues, the parliament said in a press release the same day.

EU, U.S.: European Parliament Approves EU‑U.S. Trade Framework

Tanzania

The Tanzanian government signed an agreement with U.S.-linked company Tremont Investment Group to develop the $300 million Panda Hill project, The Chanzo reported on March 25. 

Tanzania: Government Strikes $300M Niobium Deal With U.S.-Linked Company

Democratic Republic of the Congo

Uganda

Ugandan army chief Gen. Muhoozi Kainerugaba said in a March 25 post on X that Uganda would withdraw its troops from the Democratic Republic of the Congo's Lubero area on April 3.

Uganda: Ugandan Military Will Partially Withdraw From Eastern Congo Amid Tensions With Ituri Governor

A local official in the eastern Afghan province of Kunar said Pakistan's military had shelled parts of the province after the expiration overnight March 23 of Pakistan's pause on military operations surrounding the Eid al-Fitr holiday, AP reported on March 25.

Afghanistan, Pakistan: Reports Conflict on Renewed Violence Following Ceasefire's Expiration

U.S.-China Relations

White House Press Secretary Karoline Leavitt announced on March 25 that U.S. President Donald Trump's summit in Beijing with Chinese President Xi Jinping, originally scheduled for March 31 to April 2, had been rescheduled to May 14-15.

U.S., China: Trump-Xi Summit Rescheduled for May, Reciprocal U.S. Visit Pitched

Mexico

China announced that it had the right to retaliate against Mexico's barriers to Chinese goods and investments, although it has not announced any countermeasures, El Economista reported on March 25.

Mexico, China: Beijing Says It Has the Right To Retaliate Against Mexico Over Tariffs

Science & Technology

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

Ukrainian drones struck oil-product facilities at Russia's Ust-Luga Baltic port, damaging storage tanks and loading infrastructure and causing a fire, Bloomberg reported on March 25.

Russia, Ukraine: Ukrainian Drones Strike Ust-Luga Oil Export Terminal

Samsung Group, SK Group and HD Hyundai Group have each implemented five- or 10-day rotational vehicle-use systems to reduce fuel consumption, according to Yonhap News Agency on March 25, which comes after the government implemented a similar system for public sector vehicles. 

South Korea: Businesses Ration Fuel as Seoul Considers Work-From-Home Measures

Philippines

Philippine President Ferdinand Marcos Jr. declared a state of national emergency on March 24 due to the impact of the Iran war on global oil supply and prices, The Straits Times reported the next day.

Philippines: National Emergency Declared Amid Energy Crisis

Media

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.

How the EU Is Responding to Its Latest Energy Crisis

Latest

SITUATION REPORTS

Asia-Pacific, U.S.: Newly Announced Metalization Plant Forwards Non-China Rare Earth Supply Chain

EU, U.S.: European Parliament Approves EU‑U.S. Trade Framework

Tanzania: Government Strikes $300M Niobium Deal With U.S.-Linked Company

Uganda: Ugandan Military Will Partially Withdraw From Eastern Congo Amid Tensions With Ituri Governor

Afghanistan, Pakistan: Reports Conflict on Renewed Violence Following Ceasefire's Expiration

U.S., China: Trump-Xi Summit Rescheduled for May, Reciprocal U.S. Visit Pitched

Mexico, China: Beijing Says It Has the Right To Retaliate Against Mexico Over Tariffs

Russia, Ukraine: Ukrainian Drones Strike Ust-Luga Oil Export Terminal

South Korea: Businesses Ration Fuel as Seoul Considers Work-From-Home Measures

Philippines: National Emergency Declared Amid Energy Crisis

Forecasts

ANALYSES

SECTIONS

Explore

Subscribe

Help & Support