Global Scans · Geopolitics · Weekly Summary

• Supply Concerns Amid Geopolitical Tensions: The U.S. Treasury has imposed additional sanctions on Russian oil producers, raising concerns about potential supply disruptions and contributing to the rise in oil prices. Top Traders Unplugged
• There is still a lot of uncertainty, with most experts agreeing that geopolitical risks like a potential trade war between the US and China as well as climate change will continue to pose the biggest threats. The Grocer
• Uncertainty still looms large, with risks stemming from geopolitical conflicts, rising trade tensions and elevated borrowing costs in many parts of the world. HinduPost
• Downside risk to demand of softer economic climate headed by China outweighed periodic upside risk to supply of significant geo-political events concentrated in Middle East. NexantECA
• DS2, a specialized U.K. defence supplier, revealed shipping 50 automated threat-detection scanners to NATO installations in Eastern Europe, marking increased vigilance in areas facing geopolitical tensions. AstuteAnalytica India Pvt. Ltd.
• The great risk for the U.S. is in China being able to link Asia, Europe and Africa into a unified geopolitical and economic union through a comprehensive physical, financial, technological and virtual infrastructure. Goodreads
• With expected project development of synthetic fuels to reach more than 1.8 million ton by 2030, ReFuel EU Aviation will help de-risking current investments and increase the production goals from fuel suppliers, as conditions in the political context makes them more attractive. European Hydrogen Observatory
• Geopolitical tensions are driving higher defence budgets, particularly in NATO countries, where commitments to military spending are expanding in response to global threats. Stockhead
• As geopolitical fragmentation intensifies into 2025, trade tensions between major trading blocs - the US, Europe, and China - are expected to escalate, exacerbated by the resurgence of America first policies under a Trump administration. PwC
• Geopolitical tensions and U.S. energy policies will add uncertainty to commodity prices. Turkiye Today
• With the phasing out of fossil fuels, the UK needs to diversify its energy supply to mitigate the risks of price volatility and geopolitical tensions associated with fossil fuel imports. Salix Finance
• Advanced Economies: While growth in the U.S. and parts of Asia remains robust, European economies are expected to face headwinds due to energy prices and geopolitical risks. Serrari Group - Serrari | Finance Tips, Tools, Macro &
• Some, like ECB President Lagarde, caution Europe from retaliating against the threatened US tariffs, but the risk is that the mostly weak political leadership in Europe feels compelled to respond in kind, even as it may agree to more defence spending. Marc to Market
• Global LNG supply will remain tight despite the start of some new projects, keeping prices vulnerable to supply shocks while geopolitical risks remain high. SAFETY4SEA
• Risks such as economic downturn, supply chain disruption, and geopolitical instability create an atmosphere that highlights the need for agility, adaptability, and diversification in 2025. Trade Ready
• The Federal Reserve's focus has shifted to inflation concerns, while central banks such as the ECB, BOE, and others plan gradual easing amid economic uncertainties and geopolitical tensions. Economic Times
• The external environment poses significant risks, particularly political crises in France and Germany, which could affect trade and economic stability in the Eurozone. Portugal.com
• 2025 marks a year that holds the opportunity to reset the India-China relationship with bold and innovative wisdom in a world beset by growing geopolitical tensions, economic fragmentation, and social upheaval. FirstPost
• An adversary might contemplate attacks against US sea - and airports of embarkation for reinforcements to slow a US response, alongside added political aims, such as loss of public support for the military campaign. Atlantic Council
• Geopolitical Considerations: As global supply chains have faced disruptions due to geopolitical tensions, Micron can consider bolstering its local manufacturing capacities to mitigate risks related to international supply reliance. UMA Technology
• Russia and China may fear that, under various scenarios, US conventional munitions could target their political and military leadership, command-and-control systems, and/or nuclear forces. Atlantic Council
• Defending political leadership and nuclear forces from US and NATO strikes are clearly the primary roles for missile defences, and missile defences could also help Russia defend against possible future contingencies involving Iran, China, North Korea, or even non-state actors. Atlantic Council
• Global trade remains a cornerstone of logistics, but regionalization is gaining prominence as companies seek to mitigate risks associated with geopolitical tensions and supply chain disruptions. Red Arrow Logistics Transportation and Freight Forwardi

Last updated: 12 January 2025