GeoEconomic Lens

Viewing the global economy through the lens of geopolitics

Daily Memo
What's Geopolitically Important Today

Daily Memo: Houthi Attacks on Saudi Arabia Alarm Pakistan

Alliance commitments. Further Houthi attacks on Saudi Arabia would cross a “red line” and...

Building Around the Strait of Hormuz

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(click to enlarge) Plans by Dubai port operator DP World to expand port infrastructure on the eastern seaboard of United Arab Emirates should be understood...

Turkey’s Ascent as a Defense Industrial Player

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(click to enlarge) Turkey’s defense industry is expanding rapidly. The country became the world’s 11th-largest supplier of arms exports recently, while its share of global...

The Race for Energy Security

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(click to enlarge) The International Energy Agency released its 2026 energy investment report, highlighting the key investment regions and sectors as the world continues to...

Expanding the Copperbelt’s Atlantic Export Routes

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(click to enlarge) U.S. strategy toward African critical minerals is changing rapidly. The United States’ Millennium Challenge Corporation has agreed to expand the use of...

Latest Analysis

George Answers Your Questions: As Iran Declines, Turkey Advances and A Major Move by India

As Iran Declines, Turkey Advances By Kamran Bokhari July 15, 2026 Question: In the analysis, Israel is not mentioned, but it still is the dominant economic and...

Why the US and Iran Are Both on the Clock

Over the past few days, U.S. forces said they struck more than 300 Iranian...

In the Asia-Pacific, a New Security Arrangement Takes Shape

Last week, Japan, Australia and New Zealand reaffirmed their commitment to closer defense cooperation...

The Coming Defense Boom

Read this month's issue of GeoEconomic Lens

As Iran Declines, Turkey Advances

For all the attention paid to the conflict in Iran, the broader changes in...

NATO Puts Its Money Where Its Mouth Is

The most recent NATO summit, held in Ankara on July 7, marked a new...

A Major Move by India

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Years ago, we at GPF predicted that the United States would try to reduce...

George Answers Your Questions: A Strange Article from Tass and The Conception and Birth of the United States

A Strange Article from Tass July 6, 2026 Question: The Russians have been fighting with one...

Russia’s Size and Centralization Become Liabilities

This week, a drone threat was declared for the first time ever in the...

The Red Sea: A Strategic Basin Far Beyond the Houthi Threat

Security in the Red Sea basin is often boiled down to one thing: the...

Adam Smith and the Defense Industry

Adam Smith was the father of modern economics. As laid out in his book...

Washington’s Quiet Return to the Sahel

The United States is edging back into the junta-led Sahelian states from which it...
From the Desk of George Frieman
George Friedman, Geopolitical Futures

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George Answers Your Questions: As Iran Declines, Turkey Advances and A Major Move by India

As Iran Declines, Turkey Advances By Kamran Bokhari July 15, 2026 Question: In the analysis, Israel is not mentioned, but it still is the dominant economic and...

The Storm Before the Calm

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The World in 2026

China has effectively replaced Russia as a global power.

The Road to 2040

We look into the future and forecast what the world…

The World in 2025

The international order is about to get less orderly.

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Press Room

US Bargaining With China and Russia

With the arrival of the second Trump administration, great power competition is at an inflection point. Both Russia and China face internal crises that...

American Naval Policy and China

Editor’s note: If it feels as though the world is changing, that’s because it is. Global economic reconfiguration, demographic decline and geopolitical realignment have...

Europe: The Agony and Ecstasy of US Relations

One of the most pressing geopolitical issues Europe faces is its evolving relationship with the United States. This relationship will be critical as Europe...

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Trending Content

Daily Memo: Maritime Developments in the Middle East and Europe

New route. The UAE is considering building a new port to bypass the Strait of Hormuz. Dubai-based port operator DP World is reportedly in...

NATO Puts Its Money Where Its Mouth Is

The most recent NATO summit, held in Ankara on July 7, marked a new chapter for the alliance. Unlike most other summits meant to...

Daily Memo: India-New Zealand Ties, Turkish Mediation

India in the South Pacific. India and New Zealand upgraded their relationship to a strategic partnership, signing 18 agreements covering defense, security, investment and...

A Major Move by India

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Years ago, we at GPF predicted that the United States would try to reduce its involvement in the Eastern Hemisphere. Aside from his actions...

George Answers Your Questions: A Strange Article from Tass and The Conception and Birth of the United States

A Strange Article from Tass July 6, 2026 Question: The Russians have been fighting with one hand tied behind their backs for years, because they haven't...

Turkey’s Ascent as a Defense Industrial Player

FREE
(click to enlarge) Turkey’s defense industry is expanding rapidly. The country became the world’s 11th-largest supplier of arms exports recently, while its share of global...