Daily Memo
What's Geopolitically Important Today

Daily Memo: Details Revealed on US Plan to End War in Ukraine

Americas Geopolitical Futures -
Washington's vision. Ukrainian lawmaker Oleksiy Goncharenko revealed on his Telegram channel what he says...
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Asia Pacific

Guinea Shakes Up Global Iron Ore Market

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Geopolitical Futures -
(click to enlarge) After three decades, Guinea has officially inaugurated the Simandou mine, with the first shipment of iron ore expected to depart for China...
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Weekly Graphic

The Worsening Oil Glut

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Geopolitical Futures -
(click to enlarge) The World Bank predicts a widening imbalance between supply and demand in the energy market in 2026. Rising oil output, particularly from...
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Americas

US Strikes on Caribbean and Pacific Drug Trafficking

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Geopolitical Futures -
(click to enlarge) Since Sept. 2, the United States has widened its use of kinetic force against maritime drug routes in the Caribbean and eastern...
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Weekly Graphic

Chinese EV Investment in Europe May Have Plateaued

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Geopolitical Futures -
(click to enlarge) After years of decline, Chinese foreign direct investment in Europe is rising again. The rebound reflects pressure on Chinese firms to expand...
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Saudi Arabia’s Burden-Sharing Test

AnalysisKamran Bokhari -
As the most volatile theater in the international system, the Middle East poses the...
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The Wisdom in China’s Aircraft Carriers

AnalysisAndrew Davidson -
China’s third aircraft carrier, the Fujian, recently entered service, a move some analysts dismiss...
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America in Transition

From disruption to reconstruction.

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On the Global Gen Z Protests

AmericasEkaterina Zolotova -
Over the past few months, a wave of protests led by members of Generation...
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Rethinking China

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AnalysisGeorge Friedman -
A few weeks ago, I cited the dismissal of nine senior generals from the...
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George Answers Your Questions: Russia’s Vast Borders, US Intelligence on Drug Smuggling

AmericasGeorge Friedman -
Russia’s Issues Beyond Ukraine Nov. 11, 2025 Question: Why do you conclude with the statement that...
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A New Map of the Arctic

AnalysisAntonia Colibasanu -
U.S. lawmakers are reportedly moving this week to formally establish a senior diplomatic role...
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Rethinking China

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George Friedman -
A few weeks ago, I cited the dismissal of nine senior generals from the People’s Liberation Army by Chinese President Xi Jinping as potential...
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The coming year will revolve around what happens in the U.S., China and Russia – and between Israel and Hamas.

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US Bargaining With China and Russia

Analysis Kamran Bokhari -
With the arrival of the second Trump administration, great power competition is at an inflection point. Both Russia and China face internal crises that...
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American Naval Policy and China

Analysis George Friedman -
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...
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Europe: The Agony and Ecstasy of US Relations

Analysis Antonia Colibasanu -
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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George Answers Your Questions: Russia’s Vast Borders, US Intelligence on Drug Smuggling

AmericasGeorge Friedman -
Russia’s Issues Beyond Ukraine Nov. 11, 2025 Question: Why do you conclude with the statement that Russia has neither the ability nor interest to act on...
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Guinea Shakes Up Global Iron Ore Market

FREE
Asia PacificGeopolitical Futures -
(click to enlarge) After three decades, Guinea has officially inaugurated the Simandou mine, with the first shipment of iron ore expected to depart for China...
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Ukraine Isn’t the Only Frontline In Russia’s War Against the West

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PodcastGeopolitical Futures -
Russia's war with Ukraine is about to enter yet another winter. Meanwhile in the US, Donald Trump is turning his attention to Russia's southern border in an effort to woo the nations of the South Caucasus with diplomacy. What are the US' goals and what does it hope to gain in pulling these nations closer while Russia is distracted in its fight against NATO to the West? Talking Geopolitics host Christian Smith is joined by GPF Chairman George Friedman to make sense of the latest developments.
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Ukraine Isn’t the Only Frontline In Russia’s War Against the West

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VideoGeopolitical Futures -
Russia's war with Ukraine is about to enter yet another winter. Meanwhile in the US, Donald Trump is turning his attention to Russia's southern border in an effort to woo the nations of the South Caucasus with diplomacy. What are the US' goals and what does it hope to gain in pulling these nations closer while Russia is distracted in its fight against NATO to the West? Talking Geopolitics host Christian Smith is joined by GPF Chairman George Friedman to make sense of the latest developments.
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Daily Memo: Germany Devises Plan to Increase Troop Numbers

AmericasGeopolitical Futures -
Future conscription? Germany’s coalition government has announced a plan to boost its military recruitment numbers that could include a return to mandatory enlistment. Under...
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A New Map of the Arctic

AnalysisAntonia Colibasanu -
U.S. lawmakers are reportedly moving this week to formally establish a senior diplomatic role known as ambassador-at-large for Arctic affairs – a position created...
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