Analysis
Browse Lens analysis by sector, region or content type. Select a card to see the writing.
Agriculture
Defense
Energy
Finance
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Checking in on the Strength of Currencies
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South Korean Economy
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A Slow De-Dollarization
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The Yuan Debate
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The Month Ahead
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A Different Way to Look at Exchange Rates
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Executive Summary
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Redistributing Risk in Europe
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The New Normal in Insurance
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Graphic of the Month
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The Month Ahead
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Graphic of the Month: Exchange Rates
Industry and Manufacturing
Mineral Resources
SocioEconomics
Trade and Investment
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Are These the Final Sanctions?
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U.S. Tariffs
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The Month Ahead
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North American Trade
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Caspian Sea Commerce
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Clarifying the Strait of Hormuz Mess
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The Month Ahead
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The Yuan Debate
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Russian Logistics Risks
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Vietnam, Australia and the Art of Hedging
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After Iran, the Future of U.S.-China Relations
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China and Taiwan: Risk and Opportunity
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Eurasia's Middle Corridor
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India Hedges With Gulf Trade
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Shifting External Leverage in Africa
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China Corner
Americas
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U.S. Tariffs
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The Geography of Data Centers
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The Month Ahead
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North American Trade
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Defense Industry
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Clarifying the Strait of Hormuz Mess
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The Geoeconomics of Water
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The Coming Defense Boom
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A Slow De-Dollarization
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The US Looks for Its Own Rare Earths
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The Competition for Electric Vehicles Heats Up
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Mexico, Brazil Cooperate on Energy
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The Dilemma of Venezuela’s Reopening
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After Iran, the Future of U.S.-China Relations
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The AI Talent Race
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Critical Minerals as Strategy
Asia
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The Geography of Data Centers
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Checking in on the Strength of Currencies
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South Korean Economy
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Defense Industry
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The US Looks for Its Own Rare Earths
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The Competition for Electric Vehicles Heats Up
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The Yuan Debate
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Energy Coordination in ASEAN
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Vietnam, Australia and the Art of Hedging
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After Iran, the Future of U.S.-China Relations
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China and Taiwan: Risk and Opportunity
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The AI Talent Race
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India Hedges With Gulf Trade
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Shifting External Leverage in Africa
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Taiwan Shares Its Chips
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China Corner
Europe
Former Soviet Union
Global
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Executive Summary
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The Month Ahead
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The Crisis of AI
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The Truth About Inflation
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How AI Is Transforming Cybersecurity
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The Month Ahead
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A Different Way to Look at Exchange Rates
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Executive Summary
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Executive Summary
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Changes in the Defense Industry
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Is There an Impending Global Food Crisis?
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The Iran War's Geoeconomic Impact
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The New Normal in Insurance
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Graphic of the Month
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The Month Ahead
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Executive Summary
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On Geoeconomics
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In Global Shipbuilding, the Future Is Now
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Graphic of the Month: Exchange Rates
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The Month Ahead
Feature
Graphic of the Month
Executive Summary
The Month Ahead
Geoeconomic Transformation
Regional Outlook
George Friedman on Geoeconomics
Monthly Recap
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U.S. Tariffs
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South Korean Economy
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North American Trade
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Defense Industry
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Caspian Sea Commerce
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Russia’s Fuel Crisis
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The Yuan Debate
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Mexico, Brazil Cooperate on Energy
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Resource Nationalization in Africa
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Breaking the SAFE
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The Dilemma of Venezuela’s Reopening
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Energy Coordination in ASEAN
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Russian Logistics Risks
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Changes in the Defense Industry
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China and Taiwan: Risk and Opportunity
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Redistributing Risk in Europe
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The AI Talent Race
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Bad News and Good News for the Russian Economy
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Taiwan Shares Its Chips
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AI Legal and Human Resources
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Eurasia's Middle Corridor
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Critical Minerals as Strategy
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India Hedges With Gulf Trade
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Shifting External Leverage in Africa
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Syria Opens Up to Energy
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Diversification in Kazakhstan
Monthly Brief
Briefing
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