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Daily Memo: Sudan Coup, Turkey Expels Western Ambassadors

Geopolitical Futures -

Sudan coup. Sudanese forces detained Prime Minister Abdalla Hamdok and other Cabinet members and announced the dissolution of the transitional government. The army chief also declared a state of emergency and said a government of technocrats would be formed to run the country with the military’s approval. Not welcome. Turkish President Recep Tayyip Erdogan will […]

Daily Memo: Biden’s Comments on Taiwan, Evergrande Meets Deadline

Geopolitical Futures -
U.S. commitment to Taiwan. U.S. President Joe Biden on Thursday, in response to a town hall question on whether the U.S. would defend Taiwan...

Daily Memo: China Tackles Energy Costs, Taliban Go to Moscow

Geopolitical Futures -
Beijing versus energy prices. Shortly after coal and oil futures in China reached all-time highs on Tuesday, the government began signaling that a series...

Daily Memo: China’s Power Crunch, EU Relief Measures

Geopolitical Futures -
China’s power crisis. Beijing is moving to liberalize electricity pricing in the country, while also surging imports of both coal and natural gas (including,...

Explanations for the Labor Shortage

George Friedman -
The current breakdown of the global supply chain threatens to change the future of the world. If this worsens, the fabric of the global...

Daily Memo: The ‘Taiwan Agreement,’ Russian Gas Games

Geopolitical Futures -
Agreeing to disagree. U.S. President Joe Biden and Chinese President Xi Jinping spoke Tuesday and, according to Biden, agreed to preserve the "Taiwan agreement,"...

Daily Memo: Pyongyang and Seoul Talking Again, Algeria Recalls Ambassador to France

Geopolitical Futures -
Call me maybe? North Korea has reopened a crisis hotline with Seoul, again. The hotline, which Pyongyang last restored in July in what was...

Daily Memo: China’s Blackouts, Japan’s Defense

Geopolitical Futures -
China’s grid. China's electricity crunch seems to be getting worse. Rolling blackouts have reportedly begun in several major cities, including Beijing and Shanghai. The...

Daily Memo: German Election Results, Supply Chain Snags

Geopolitical Futures -
German elections. Germany’s Social Democratic Party won the most seats in Sunday’s national elections, narrowly beating Chancellor Angela Merkel’s Christian Democratic Union. Both parties...

Daily Memo: US, UK, Australia Forge New Security Pact

Geopolitical Futures -
Joining forces. British, Australian and U.S. leaders announced a new security partnership for the Indo-Pacific on Wednesday. The trilateral “AUKUS” program will focus on...

Daily Memo: More Missile Tests

Geopolitical Futures -
Follow-up North Korean missile tests. North Korea followed up its cruise missile tests over the weekend with a test of something more familiar: short-range...

Daily Memo: China’s Recovery, No Chips and Surprise Trips

Geopolitical Futures -
China’s economy sputters. A data dump coming Wednesday is expected to show slumps in several Chinese economic indicators in August, including industrial production and...
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