United States

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Europe

Netherlands

Cyber

Economics

Global Trade

The Dutch government has temporarily taken control of Chinese-owned semiconductor manufacturer Nexperia, citing risks to national and European technological security, the Financial Times reported Oct. 12.

Netherlands, China: Dutch Government Seizes Control of Chinese-Owned Chipmaker 

U.S.-China Relations

The European Commission will unveil a new steel sector package on Oct. 7 that introduces lower import quotas and higher tariffs, Reuters reported Oct. 1, citing a closed-door briefing by Industrial Strategy Commissioner Stephane Sejourne to steel associations and unions.

Europe: EU to Cut Import Quotas and Raise Tariffs Under New Steel Package

Slovakia

Hungary

Ukraine

Russia

Energy

Military & Security

Politics

Russia-Ukraine Conflict

The European Commission unveiled its proposal for the EU's 19th package of sanctions against Russia on Sept. 19, Reuters reported the same day. The measures propose a full ban on Russian liquefied natural gas imports (LNG) starting Jan. 1, 2027, a year earlier than previously planned.

EU, Russia: European Commission Proposes Faster Phaseout of Russian LNG

China's Ministry of Commerce on Sept. 5 announced it was placing preliminary anti-dumping duties of 15.6-62.4% on pork imports suitable for human consumption from the European Union, effective Sept. 10, Bloomberg has reported.

China, EU: Beijing Places 16-62% Anti-Dumping Duties on European Pork

Japan

The White House released an executive order late on Sept. 4 with details on the U.S.-Japan trade deal, confirming a 15% tariff on most goods, including automobiles, as well as tariff exemptions for pharmaceuticals and certain natural resources, though the deal only vaguely outlines their investment agreement, with no timeline or clarification on the allocation of profits, Bloomberg has reported.

U.S., Japan: Details of Trade Deal Revealed, but Disputes Still Likely

Environment, Science & Technology

The European Commission on Sept. 5 issued a 2.95 billion euro ($3.5 billion) fine for Google over its advertising technology.

Europe, U.S.: European Commission Fines Google Over Ad-Tech 

United Kingdom

Spain

Spanish Prime Minister Pedro Sanchez is in London for his first bilateral meeting with his British counterpart Keir Starmer, The Guardian reported on Sept. 3.

U.K., Spain: Sanchez and Starmer to Sign Strategic Agreement in London

Taiwan Semiconductor Manufacturing Company announced on Sept. 2 that the U.S. Commerce Department had revoked a waiver for its plant in Nanjing, allowing it to import advanced chipmaking gear and technology from the United States.

U.S., China: U.S. to Stop Letting Asian Chipmakers Ship Equipment to Plants in China

Assessments

The Geopolitics of Trade

The recalibration of the European Union's sustainability framework will ease near-term compliance burdens and costs for businesses but preserve long-term uncertainty.

The Geopolitics of Trade: EU Steps Back From Ambitious Environmental Policies

Chinese President Xi Jinping, center, and other senior government members and deputies attend the second plenary session of the National People's Congress at the Great Hall of the People on March 8, 2025, in Beijing, China.

The key political meeting will fill vacant Party seats and update economic and security goals, offering insights into China's policy priorities and the trajectory of Xi's political purges for the next five years. 

What To Watch for During China's Fourth Plenum

Snapshots

Canada

India

A digital illustration of the Indian and Canadian flags.

India and Canada's efforts to improve relations could see them resume trade talks after a two-year hiatus. But lingering mistrust, particularly over Sikh separatist activity in Canada, may hinder deeper progress.

India and Canada's Diplomatic Reset: Opportunities and Challenges

Media

Podcasts

Israel-Hamas Conflict

What should companies be on the lookout for through the end of 2025 and beyond?

Essential Geopolitics: Trends From RANE's 2025 Fourth-Quarter Forecast

Democratic Republic of the Congo

Rwanda

Persistent conflict and armed group control in the Democratic Republic of the Congo will sustain significant legal, financial and reputational pressures on companies sourcing critical minerals from the region for the foreseeable future.

The Geopolitics of Trade: Due Diligence and Congo's Critical Minerals

While countries will likely increasingly pursue trade deals with digital clauses, the slow pace of regulatory development, coupled with a global tendency toward protectionism, will impede the push toward building out more streamlined digital economy agreements.

The Geopolitics of Trade: The Role of Digital Trade in Modern Free Trade Agreements

Participants of the Shanghai Cooperation Organization (SCO) Summit 2025 pose for photos in Tianjin, China, on Sept. 1, 2025.

U.S. trade uncertainty will help China deepen trade ties with its Central Asian neighbors and infrastructure ties with Russia, but its relations with India will remain inhibited by border disputes and differing defense priorities.

China Positions Itself as Growth Catalyst for Central Asia at SCO Summit

A freight train carrying cargo containers rides along a railway track in Ajmer, India, on Aug. 26, 2025. 

While India will remain engaged in U.S. trade talks, a deal that secures relief from Trump's 50% tariff will remain elusive amid New Delhi's reluctance to reduce its agricultural protections and Russian oil purchases. 


U.S. Tariffs Strain India's Exports Amid Stalled Trade Talks

Sub-Saharan Africa

Americas

Middle East and North Africa

Asia-Pacific

Eurasia

South Asia

Geopolitical, security and environmental risks threaten to disrupt trade through crucial waterways, including the Bab el-Mandeb strait, the Suez Canal, the Danish and Turkish straits, and the Panama Canal.

The Geopolitics of Trade: Threats to Maritime Chokepoints Endanger Global Trade, Part 2

Diverse security risks threaten maritime chokepoints around the world, presenting unique challenges to international trade.

The Geopolitics of Trade: Threats to Maritime Chokepoints Endanger Global Trade, Part 1

Argentina

Bolivia

Brazil

Paraguay

Uruguay

Venezuela

Lebanon

United Arab Emirates

Indonesia

Singapore

South Korea

Vietnam

Mercosur is increasingly opening its markets in pursuit of free trade agreements with partners around the world, particularly as U.S. protectionism shifts global trade dynamics.

The Geopolitics of Trade: What Changing Trade Dynamics Mean for Mercosur

An oil tanker train passes near a refinery in Guwahati, India, on March 30, 2023. 

For now, India will likely keep importing cheap Russian oil in the hopes it can soon secure tariff relief, either directly via a U.S. trade deal or indirectly via a breakthrough in U.S.-Russia talks on Ukraine.

Global Trade

SITUATION REPORTS

Netherlands, China: Dutch Government Seizes Control of Chinese-Owned Chipmaker

Europe: EU to Cut Import Quotas and Raise Tariffs Under New Steel Package

EU, Russia: European Commission Proposes Faster Phaseout of Russian LNG

China, EU: Beijing Places 16-62% Anti-Dumping Duties on European Pork

U.S., Japan: Details of Trade Deal Revealed, but Disputes Still Likely

Europe, U.S.: European Commission Fines Google Over Ad-Tech

U.K., Spain: Sanchez and Starmer to Sign Strategic Agreement in London

U.S., China: U.S. to Stop Letting Asian Chipmakers Ship Equipment to Plants in China

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