[New] Geopolitics Mattered Again - Conflict in the Middle East and concerns about oil supply disruptions pushed energy prices and inflation risks back into focus, reminding investors that geopolitical events can quickly affect markets.
AdvisorAnalyst.com
[New] Concerns about Turkey's domestic politics, relations with Russia, tensions with Greece and Cyprus, and willingness to use NATO procedures for national bargaining will become more prominent.
Modern War Institute
[New] Ukraine on Monday officially started European Union membership negotiations, launching a process that will require its government to commit to years of political reforms even as it fights the Russian invasion.
WSB-TV Channel 2 - Atlanta
[New] Arguing both Washington and Tehran have strong incentives to keep Iranian oil flowing and avoid political disruption ahead of US midterm elections.
CNBC
[New] Trump's pressure on Israel increases the political risk of any strike in Beirut, thus limiting Israel's ability to degrade Hezbollah and threaten a key pillar of Iranian deterrence.
Critical Threats
[New] As ongoing global political conflicts, particularly between the US, Israel, and Iran, continue to disrupt global oil markets, driving prices higher and threatening Asia's energy security, Asia's heavy reliance on imported fossil fuels is acutely exposed to economic risks.
Fossil Fuel Treaty
[New] Geopolitical and regulatory risk: While Botswana is generally regarded as a stable jurisdiction, all sub-Saharan African resource projects are subject to regulatory, fiscal and political risks that can affect the value of exploration licences.
Kalkine
[New] The Red Sea basin's importance for Gulf countries is likely to only deepen, and the political logics that play out Gulf interests on the Persian Gulf will now be intrinsically tied to the Red Sea.
The Tahrir Institute for Middle East Policy -
[New] Russian intelligence tools intended to hunt ISIS-K could easily be redirected by Taliban factions toward other targets, including regional rivals, Afghan political opponents, or competing factions.
The Cipher Brief
[New] UK political and fiscal risks have weighed on sterling at points in 2026 - they were part of what dragged cable to its six-week low near 1.33 in late May.
investing.com
[New] South Korea's geopolitical exposure acts as a constant drag on its Political Risk Index.
PRS Group
[New] Thailand enters the second half of 2026 with a 1.6-2.0 percent growth forecast, significant exposure to oil imports, post-coup political normalization that remains incomplete, and a tourism sector recovering from years of COVID disruption.
KBA13 INSIGHT
[New] The U.S.-Israel war on Iran has brought the Strait of Hormuz to the center of global energy politics, generating renewed concern among European governments over the vulnerabilities inherent in relying on supply routes subject to geopolitical disruption.
Middle East Council on Global Affairs
[New] Stronger economic growth should attract more capital to the U.S. in that time frame, while the French presidential election next spring could increase concerns around political risk in Europe, weighing on the euro.
Morgan Stanley
[New] Across Mali, Nigeria, and the wider Sahel, a similar pattern continues to emerge of groups once thought to be in decline proving far more resilient than many expected, adapting to military pressure, shifting political environments, and tighter financial controls alike.
Mishcon de Reya LLP
[New] The United States' adversaries and strategic competitors will continue to use cyber espionage and cyberattacks to seek economic, political and military advantage over the United States and its allies and partners.
U.S. Department of Homeland Security Transportation Sec
[New] The central axis of global politics runs through Beijing and Washington, with Moscow as a disruptive secondary partner and Europe mostly offstage.
Arcano Global Research
[New] The worsening humanitarian crisis in the Horn of Africa comes against a backdrop of high political tension, which analysts say will only hamper efforts to help displaced Somalis.
The Guardian
[New] To rebuild trust and advance equity, the world requires independent pandemic risk monitoring, equitable access to countermeasures, and sustainable financing, enabled by sustained political attention.
GPMB
[New] A Reform UK general election victory could lead to an irreversible change in UK politics.
The Guardian
[New] Against the backdrop of limited willingness among German youth to serve and growing protests over the prospect of stricter military obligations, Germany will have to reconcile mounting security demands with domestic political and societal constraints.
International Centre for Defence and Security
Last updated: 21 June 2026
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