Geopolitical Insights

We no longer have the luxury of viewing the world from a linear perspective. The compounding effects of global events and the speed at which they occur produce exponential shifts in market dynamics.

Through our Situation Reports (SITREP), Academy’s Geopolitical team responds to potentially market-moving developments with a quick and to the point report that reflects immediate reactions and thoughts from some of the foremost experts on each subject. As events unfold and a deeper story emerges, these reports are later supplemented by our more in-depth Around the World reports and podcasts.

Headline Geopolitical News

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SITREP – Putin’s Threats – A Discussion Among Four Generals and an Economist

What has Happened: Earlier today, Russian President Vladimir Putin announced a partial mobilization of 300,000 additional Russian troops that could be deployed to fight in Ukraine. Putin used strong rhetoric framing the Ukraine conflict as the West’s attack on Russia and that the high-tech weaponry and support provided to Ukraine “crossed all lines” making Putin’s ... SITREP – Putin’s Threats – A Discussion Among Four Generals and an Economist

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Additional Articles

2022

SITREP – Tactical and Strategic Shifts in Ukraine

September 13, 2022 What has Happened: Executing a rapid counter-offensive in the northeast, Ukraine has regained approximately 3,400 square miles in the last week, which is more territory than Russia has controlled since the start of the conflict. ~150,000 people have been freed from Russian control following the counter-offensive, however ~1.2 million people are still living in areas ... SITREP – Tactical and Strategic Shifts in Ukraine

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SITREP – House Speaker Pelosi’s Visit to Taiwan

August 1, 2022 What has Happened: China has issued harsh warnings regarding the prospect of House Speaker Pelosi visiting Taiwan as part of her Congressional Asia tour. While not confirmed by the U.S. or Taiwanese officials, Taiwanese media has announced her visit to the island. A Chinese foreign ministry spokesperson called the potential visit “a gross interference in ... SITREP – House Speaker Pelosi’s Visit to Taiwan

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SITREP – Crisis in Sri Lanka

July 14, 2022 What has Happened: In our May 2022 ATW, we addressed the devastating economic crisis in Sri Lanka and some of the underlying factors including the high cost of debt capital associated with Chinese loans. The government owes $51 billion in total and is currently in default as it cannot make interest payments (it had previously ... SITREP – Crisis in Sri Lanka

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SITREP – Tension Between Russia and Lithuania over Kaliningrad

June 22, 2022 Lithuania has announced that it will impose restrictions on rail between Kaliningrad and Russia for goods affected by EU sanctions (Reuters story). Russia is clearly angered by this action. We have discussed Kaliningrad as a potential issue on several Academy Geopolitical calls. It has always been an outlier as there is no land route to ... SITREP – Tension Between Russia and Lithuania over Kaliningrad

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SITREP – Will Finland and Sweden Join NATO

May 13, 2022 What has Happened: Key decision-makers in Finland and Sweden are expected to announce their positions on NATO membership later this week. Sweden and Finland signed a mutual defense treaty with the United Kingdom on Wednesday May 11th, which is likely a pre-cursor to applying for broader membership in NATO. Historically, Sweden has avoided military alliances ... SITREP – Will Finland and Sweden Join NATO

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Tentative 15-Point Neutrality Plan to End War in Ukraine

March 16, 2022 What has Happened: Progress has been made on a tentative 15-point plan to end the war in Ukraine which would include a ceasefire and a withdrawal of Russian forces if Ukraine would agree to a limit on its armed forces and declares neutrality (similar to Austria or Sweden). This plan would require Ukraine to agree ... Tentative 15-Point Neutrality Plan to End War in Ukraine

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Russian Attack on Ukrainian Nuclear Facility

March 4, 2022 Last night, after shelling by Russian forces, a fire broke out at the Zaporizhzhia nuclear power station, the largest in Europe, and supplies more than 20% of Ukraine’s electricity. While the fire was isolated to a training area, firefighters were able to contain the fire before it spread to the nuclear reactors and there were ... Russian Attack on Ukrainian Nuclear Facility

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RUSSIA ON THE WARPATH – UPDATE – 1.26.22

January 26, 2022 • President Biden has announced a willingness to levy sanctions directly on President Putin. o Putin has not publicly discussed Russian troop movements or acknowledged the tensions publicly since December 23rd. • Diplomatic efforts continue as leaders from Russia, Ukraine, Germany, and France are expected to meet in Paris today. • The U.S. has promised ... RUSSIA ON THE WARPATH – UPDATE – 1.26.22

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Russia on the Warpath

January 19, 2022 After weeks of discussions between the U.S., NATO, and Russia we seem no closer to a peaceful resolution as Russia’s military forces continue its build up on the border with Ukraine. To de-escalate the situation, U.S. Secretary of State Antony Blinken is scheduled to meet with Russia’s Foreign Minister Sergey Lavrov in Geneva on Friday. ... Russia on the Warpath

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