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Venezuela-Guyana War Risk: Threats to Merchant Shipping
Investments Shipping Venezuela

Venezuela-Guyana War Risk: Threats to Merchant Shipping

Venezuela continues to implement military and political measures in preparation to invade Guyana and annex the energy-rich Esequibo region. The vast majority of Esequibo's energy reserves are offshore which brings...
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Moldova/Transnistria Security SitRep (March 2024)
Defense Industry Energy Geopolitical Risk Investments Moldova & Transnistria Moldova/Transnistria tensions

Moldova/Transnistria Security SitRep (March 2024)

In March 2024, the Republic of Moldova (including Transnistria) registered the following developments in its multi-sector security environment:  Foreign Relations and European Integration Noteworthy developments from the Ministry of Foreign...
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Why Romania wants Giurgiulesti International Free Port from EBRD
Agriculture Investments Moldova & Transnistria Romania Shipping Ukraine

Why Romania wants Giurgiulesti International Free Port from EBRD

Romania is in discussions with the European Bank for Reconstruction and Development (EBRD) to purchase the Giurgiulesti International Free Port (IFP) which is located in the Republic of Moldova.  Romania's...
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Moldova/Transnistria Security SitRep (February 2024)
Defense Industry Energy Geopolitical Risk Investments Moldova & Transnistria Moldova/Transnistria tensions

Moldova/Transnistria Security SitRep (February 2024)

In February 2024, the Republic of Moldova (including Transnistria) registered the following developments in its multi-sector security environment:  Foreign Relations and European Integration Noteworthy developments from the Ministry of Foreign...
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Transnistria’s Congress of Deputies: ‘Nothingburger’ with a side of PsyOps
Geopolitical Risk Moldova & Transnistria Moldova/Transnistria tensions Russia

Transnistria’s Congress of Deputies: ‘Nothingburger’ with a side of PsyOps

Transnistria’s 'Congress of Deputies', the highest decision-making body in Moldova's separatist region, proved to be of little to no significance. Although Moldova and Ukraine successfully anticipated that the congress would...
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Arctic Rush: Unfreezing Geopolitical Opportunities
Arctic Rush China Critical Minerals Geopolitical Risk GIUK Gap Greenland Investments Mining Norway Russia Shipping Sweden United States

Arctic Rush: Unfreezing Geopolitical Opportunities

The Arctic Circle is at the forefront of international geopolitical competition for shorter shipping routes, untapped oil & gas reserves, rare earth element & critical mineral deposits, and icebreaker shipbuilding...
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Transnistria: Fears over Possible Annexation Request to Russia
Moldova & Transnistria Moldova/Transnistria tensions

Transnistria: Fears over Possible Annexation Request to Russia

The so-called president of Moldova’s Transnistria breakaway region has called for a general congress of deputies– many fear the separatists will ask to join Russia, raising tensions. While under normal...
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Transnistria: Signs of FPV Drone Adoption
Defense Industry Geopolitical Risk Moldova & Transnistria Moldova/Transnistria tensions

Transnistria: Signs of FPV Drone Adoption

Transnistria's 'traffic police' incorporating first-person view (FPV) drones could signal the increasing adoption of a Ukraine war staple among the separatists’ ‘security and military forces’ as ordered by the Tiraspol...
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Avdiivka: General Syrsky Faces ‘Hold or Withdraw’ Decision
Geopolitical Risk Russia Russian Invasion of Ukraine Ukraine

Avdiivka: General Syrsky Faces ‘Hold or Withdraw’ Decision

The deteriorating situation in Avdiivka has become Colonel General Oleksandr Syrsky’s inaugural challenge since being appointed Ukraine’s commander-in-chief (CIC) on 8FEB24. Latest battlefield intelligence suggests that Russian forces have severed...
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Moldova/Transnistria Security SitRep (January 2024)
Defense Industry Energy Geopolitical Risk Investments Moldova & Transnistria Moldova/Transnistria tensions

Moldova/Transnistria Security SitRep (January 2024)

In January 2024, the Republic of Moldova (including Transnistria) registered the following developments in its multi-sector security environment:  Foreign Relations and European Integration Noteworthy developments from the Ministry of Foreign...
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Russia: Novatek’s Ust-Luga Gas Complex under Drone Attack (Damage and Effects)
Energy Russia Russian Invasion of Ukraine Ukraine

Russia: Novatek’s Ust-Luga Gas Complex under Drone Attack (Damage and Effects)

Novatek’s Ust-Luga Gas Complex in Leningrad oblast, Russia, came under drone attack on 21 January 2024. The strike was accurate and targeted a specific area of the Ust-Luga Gas Condensate...
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Moldova & Transnistria Security Update #13 (December)
Geopolitical Risk Moldova & Transnistria Moldova/Transnistria tensions

Moldova & Transnistria Security Update #13 (December)

Moldova and Transnistria undergo a security turning point in December 2023. Our December edition covers the end of the state of emergency, EU membership negotiations, defense modernization, and regional developments...
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Russian Invasion of Ukraine: 2024 Look-Ahead
Agriculture Defense Industry Geopolitical Risk Investments Russian Invasion of Ukraine Ukraine

Russian Invasion of Ukraine: 2024 Look-Ahead

The Russian invasion of Ukraine enters 2024 with significant uncertainty and high stakes. Russia and Ukraine view 2024 as a waypoint in what is almost certainly a long war marked...
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Moldova & Transnistria Security Update #12 (November)
Defense Industry Energy Geopolitical Risk Investments Moldova & Transnistria Moldova/Transnistria tensions

Moldova & Transnistria Security Update #12 (November)

The European Commission's endorsement for EU membership talks with Moldova and Ukraine signals a significant stride in Chișinău's aspirations. President Sandu's proactive discussions with key EU nations, including Denmark and...
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Russia/Iran Su-35 Deal Finalized: Fighter Jets Still in Komsomolsk-on-Amur
Defense Industry Geopolitical Risk Iran Russia

Russia/Iran Su-35 Deal Finalized: Fighter Jets Still in Komsomolsk-on-Amur

Iran has finalized a deal to acquire Su-35 fighter aircraft, the batch initially rejected by Egypt, from Russia, according to Iranian officials on 28 November 2023. Current data, up to...
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China in the Solomon Islands: Belt & Road Initiative Expands into the South Pacific
Australia China Geopolitical Risk Investments United States

China in the Solomon Islands: Belt & Road Initiative Expands into the South Pacific

The Solomon Islands is in the early stages of state capture by China. With its growing geopolitical influence in the Solomons, China is expanding the Belt & Road Initiative into...
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Romania’s SHORAD/VSHORAD Tender: Requirements and Competition
Defense Industry Romania

Romania’s SHORAD/VSHORAD Tender: Requirements and Competition

Romania issued a tender for short-range air defense/very-short-range air defense (SHORAD/VHSORAD) on 17 November 2023. The contract, valued at around $1.908 billion, is anticipated to attract bidders from the United...
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Hrim-2 Missile Confirmed and Improving: Opportunity for Foreign-Ukrainian Defense Industry Cooperation
Defense Industry Russian Invasion of Ukraine Ukraine

Hrim-2 Missile Confirmed and Improving: Opportunity for Foreign-Ukrainian Defense Industry Cooperation

Ukrainian Brigadier General Serhiy Baranov's recent confirmation of the operational status and ongoing improvements of Ukraine's Hrim-2 missile presents a unique opportunity for foreign-local defense industry collaboration. Foreign defense companies...
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Germany and Taurus Missiles to Ukraine: A Bridge too Far?
Defense Industry Germany Russian Invasion of Ukraine Special Access Ukraine

Germany and Taurus Missiles to Ukraine: A Bridge too Far?

The Taurus air-launched cruise missile (ALCM) remains a coveted asset for Ukraine, offering unique bridge-busting capabilities that Storm Shadow/SCALP EG and ATAMCS lack. However, Taurus’ strength is also its weakness,...
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Moldova & Transnistria Security Update #11 (October)
Moldova & Transnistria Moldova/Transnistria tensions

Moldova & Transnistria Security Update #11 (October)

The Moldova/Transnistria Situation Reports (SitReps) are a response to the intelligence obtained by Ukraine and Moldova indicating that Russia plans to overthrow the democratically elected government in Chișinău and maintain...
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