Good morning, and welcome to the Global Situation Report for Tuesday, 02 January 2024. Why It Matters: Houthi forces are likely to retaliate directly against the USN now that blood has been spilled. The confrontation was interrupting one of their now-routine boarding and redirection efforts against merchant ships near Yemen. The Iranian frigate is probably […]
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Good morning, and welcome to the Global Situation Report for Friday, 29 December 2023. Why It Matters: Billionaire investor Stanley Druckenmiller, 70, said earlier this year that we’re facing the “worst geopolitical situation I’ve seen in my lifetime.” Druckenmiller is right, as the remainder of the 2020s should be much different than the minimal global […]
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Good morning, and welcome to the Global Situation Report for Thursday, 28 December 2023. Why It Matters: Taiwan is just two weeks away from a critical election that could result in a declaration of independence next summer, which is a casus belli for China. Chinese information operations have targeted the election throughout 2023. Recent polling […]
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Good morning, and welcome to the Global Situation Report for Wednesday, 27 December 2023. Why It Matters: Global shipping leader Maersk announced on Sunday that they are restarting Red Sea shipping routes, and France’s CMA CGM is following suit, they announced yesterday. However, commodity traders are still concerned about the global transit security of oil […]
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Good morning, and welcome to the Global Situation Report for Tuesday, 26 December 2023. Why It Matters: China’s 45th Escort Task Force is reportedly underway in the middle of the Eisenhower CSG, likely collecting telemetry data and other forms of signals intelligence. The post-1945 world order is predicated on U.S. protection of sea lanes. A […]
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