Global Scans · Geopolitics · Weekly Summary

• [New] While companies in Western economies may appear shielded, global supply chains and overseas operations expose them to second-order climate risks such as political instability, food insecurity, and migration pressures. Green Digest
• [New] Key US partners in the Middle East are likely to continue working closely with the United States even as they diversify their global relationships to hedge against policy uncertainty and political risk from America. Middle East Institute
• [New] Geopolitics will continue to shape M&A in 2025, as business leaders diversify geographically and reduce dependence on individual markets through strategic cross-border alliances, and reorganise supply chains to navigate potential new trade barriers. Clifford Chance
• [New] With no immediate shifts expected in fiscal or regulatory policy, businesses can plan with confidence, especially amid global uncertainty and geopolitical tensions. Edelman Global Advisory
• [New] The European political landscape in 2025 will be shaped by the fall - out of elections in several countries, including Germany and France, two of Europe's largest economies. www.hoganlovells.com
• [New] Moody's Ratings and other global agencies have flagged geopolitical tensions, including India-Pakistan conflicts, as downside risks to India's economic growth forecasts, currently trimmed to 6.3% for 2025. Moneycontrol
• [New] Demonstrate Political Stability: Political instability and security risks in Iraq deter forex traders. Dinar Chronicles
• [New] By 2025, investors will need to consider geopolitical risks when selecting stocks, as events in one part of the world can have far-reaching implications. UMA Technology
• [New] The current political crisis, rooted in allegations of corruption, offers a unique opportunity for Liberia to take stock of its good governance and anti-corruption progress and renew its efforts. Premium Times Nigeria
• [New] Tensions over the US troop proposal add political risk but leave USD / MXN stable for now. FXStreet
• [New] Rising labour costs in traditional manufacturing hubs, supply chain disruptions, and geopolitical tensions have led companies to reassess their global strategy. AIR CARGO WEEK
• [New] Hydrogen has the potential to deliver good solutions both for decarbonization and economic recovery and for the geopolitical challenges that the European Union will have to face in the next decade since hydrogen is energy and energy is power. Aithor
• [New] In an unprecedented escalation of geopolitical tensions, the United States has detected an unusual object, released from a Russian satellite, reigniting fears of increasing militarization in Earth's orbit. Sustainability Times
• [New] Until political parties learn political morality and restraint and subsequently discard the divide-and-rule approach, Pakistan's political landscape will remain muddied. The Friday Times
• [New] The global supply chain disruptions, often exacerbated by geopolitical tensions, have increased the cost of shipping and procurement of essential raw materials. Bonafide Research
• [New] While there have been modest improvements in global PMIs, overall, the macroeconomic environment remains mixed with increasing uncertainty driven by geopolitical and tariff-related risks. Insider Monkey
• [New] With conflicts raging and governments increasing military expenditures even as their economies falter, the wider population of the Middle East will be engulfed in greater economic uncertainty and political instability. The Week
• Amid challenges to energy systems including geopolitical risks and growing demand for power worldwide, concerns over energy security will continue into 2025. Spectra by MHI
• Global political tensions are morphing supply chains and trade pacts, likely leading to risks and opportunities over the next decade. Northern Trust
• The growing distrust of Chinese technology firms among Western governments has elevated TikTok from a cultural phenomenon to a geopolitical risk, making political factors one of its business model's most critical external threats. Hivelr
• Food trade restrictions pose a serious risk for countries that are heavily reliant on food imports, potentially leading to food crises, inequality, and geopolitical conflicts on a global scale. Springer Science and Business Media LLC
• The prevalence of false political news on platforms like Facebook and Twitter highlights the potential for social media to spread misinformation. CEPR

Last updated: 11 May 2025