GeoEconomic Lens

July 2026 Issue

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Feature

• The Coming Defense Boom

  Andrew Davidson · July 8, 2026

Executive Summary

• Executive Summary

  Geopolitical Futures · July 8, 2026

Regional Outlook

• The Competition for Electric Vehicles Heats Up

  Ronan Wordsworth · July 8, 2026

Structural Developments

• The US Looks for Its Own Rare Earths

  George Friedman · July 8, 2026

Geoeconomic Transformation

• The Geoeconomics of Water

  Antonia Colibasanu · July 8, 2026

Graphic of the Month

• A Slow De-Dollarization

  Geopolitical Futures · July 8, 2026

The Month Ahead

• The Month Ahead

  Geopolitical Futures · July 8, 2026

More from this issue

• Monthly Recap

  Ekaterina Zolotova · July 8, 2026