Geopolitics

The ongoing interactions between nation states

AUKUS: The Most Important New Security Alliance (Part I)

AUKUS: The Most Important New Security Alliance (Part I)

Deterrence against an increasingly aggressive China 

Scott Smitson /

The Wagner Group and Instability in the Sahel

The Wagner Group and Instability in the Sahel

What are the implications of an increasingly more Russia-aligned Sahel region?

Scott Smitson /

Geopolitical Update - March '24

Geopolitical Update - March '24

U.S. - China Update, Collateral Damage in Egypt, AUKUS + Japan, Alliance in the Sahel

Tim Purcell /

Commodities and Great Power Competition in Africa
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Commodities and Great Power Competition in Africa

Chinese influence, tensions between Ethiopia and Egypt, and the dispute over Somaliland

Scott Smitson /

“Peak China” and the Likelihood of War
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“Peak China” and the Likelihood of War

Does a weaker Chinese economy increase the likelihood of war?

Scott Smitson /

“Peak China” and the Likelihood of War
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“Peak China” and the Likelihood of War

Does a weaker Chinese economy increase the likelihood of war?

Scott Smitson /

Episode #4 - John Fowler

Episode #4 - John Fowler

"Xi Jinping will face the largest internal threat to his position"

Scott Smitson /

Uranium is Having a Moment
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Uranium is Having a Moment

The price of uranium is surging - this piece explores the geopolitical and fundamental drivers of the move.

Tim Purcell /

Episode #3: Arjun Murti - "We're in the midst of a MESSY energy transition"

Episode #3: Arjun Murti - "We're in the midst of a MESSY energy transition"

The geopolitics of the global energy transition

Scott Smitson /

Episode #2: Michael Kao

Episode #2: Michael Kao

Scott Smitson and Michael Kao explore the vast inner workings of fossil fuels and geopolitics

Scott Smitson /

Episode #1: Adam Rozencwajg

Episode #1: Adam Rozencwajg

Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.

Jacob Shapiro /