Analysis · Iran & the Middle East
America Is Bombing Its Own Bond Market
Five Iranian tankers are burning, oil has crossed $100, and the U.S. Treasury is paying more than $1 trillion a year in interest. These three facts are one story.
Analysis
All analysis
Analysis · South Asia
China’s Water Bomb Has Exploded in Nepal — and the World Is Silent
Climate change broke the mountain, but China’s upstream secrecy and the world’s silence turned disaster into catastrophe.
Analysis · Russia & Ukraine
Russia Is Frustrated. Europe will be targeted next.
Britain crosses Moscow’s red lines, and NATO’s defences run dangerously low.
Analysis · Climate, Food & Water
The World Is Moving Toward a Food Crisis. Russia Could Be the Last Resort.
War, fertiliser shortages, export restrictions and El Niño are breaking the global food chain
Research & reports
Research programme-
Research brief · Europe
Europe Is Becoming a Chinese Colony
How Europe’s trade imbalance with China is becoming a vulnerability for jobs, manufacturing, and security.
More analysis
Full archive-
Analysis · Climate, Food & Water
The Biggest El Niño Since 1877 Could Hit Harder
This time, we have 18 months’ warning — and still no plan.
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Analysis · United States
When Will America’s Economic Doomsday Actually Hit?
There are five things that have to happen first — and two of them happened this week.
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Analysis · Iran & the Middle East
Iran Is Waiting for the US Midterm Elections
In 1980, It Waited for the American Election, and It Is Waiting Again.
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Analysis · Europe
How Far Can Europe Go for Ukraine?
Europe has become Ukraine’s biggest financial backer. The real question is whether Europe’s own economy can survive the cost.
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Analysis · United States
The Crash Will Begin in America and Hit the Entire World
Much Worse Than 1929, 2000, and 2008
About the publication
The Geopolitical Economist
An independent publication on the seam between power and money: trade balances that become security problems, wars decided by industrial capacity, and technologies that move the balance of power before any treaty notices. Analysis and research, written to be checked and argued with.
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Founder and Editor
Vikas is a writer, editor and researcher whose work sits at the meeting point of geopolitics and economics. He founded The Geopolitical Economist in 2023 and edits its analysis and research.