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What Happens Next

Probabilistic, structural forecasts on global power and conflict. Forecasts are assessments, not certainties — each carries a confidence signal and a time horizon.

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The Great Fragmentation: Why Globalisation is Not Dying but SplittingForecast

The Great Fragmentation: Why Globalisation is Not Dying but Splitting

The era of frictionless trade is over. As geopolitics reclaim primacy over economics, the world is fracturing into two distinct, competing spheres. It is a transition from efficiency to resilience that changes the price of everything.

Medium78%Medium-term15 Nov 2025
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The Invisible Cartel: Why the Commodities Supercycle Favours Logic over LuckForecast

The Invisible Cartel: Why the Commodities Supercycle Favours Logic over Luck

As the West races to electrify and the East expands its industrial base, the global scramble for raw materials is creating a new hierarchy of power. The real victors are not the miners, but the logistical bottlenecks.

High81%Long-term15 Jul 2025
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The Balkan Chokepoint: Why 2025 Points to the DrinaForecast

The Balkan Chokepoint: Why 2025 Points to the Drina

While global headlines focus on the Pacific and the Levant, a structural convergence of energy insecurity, ethnic realignment, and Russian diversionary tactics has made the Western Balkans the world’s most dangerous flashpoint for 2025.

Medium69%Short-term15 Mar 2025
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The Great Recalibration: Three Global Blueprints for 2030Forecast

The Great Recalibration: Three Global Blueprints for 2030

The post-Cold War consensus has dissolved. As the era of cheap capital and unchallenged American primacy ends, three distinct structural orders are emerging to define the next decade of power, trade, and survival.

Medium71%Medium-term15 Nov 2024
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The Price of Sovereignty: Three Scenarios for the Taiwan StraitForecast

The Price of Sovereignty: Three Scenarios for the Taiwan Strait

Global markets treat a Taiwan conflict as a tail risk, but the structural incentives for escalation are accelerating. We analyse the economic and geopolitical costs of blockade, decapitation, and the long-term status quo.

High83%Medium-term15 Jul 2024
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The Sovereign Paradox: Why the Next Crisis Will Not Be a Bank RunForecast

The Sovereign Paradox: Why the Next Crisis Will Not Be a Bank Run

The global financial system has shifted from private risk to public liability. As central banks struggle to wind down balance sheets, the next systemic shock will emerge from the very institutions designed to prevent it: sovereign bond mark

Medium69%Long-term15 Mar 2024
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Unpriced Shocks: The Fragility of the Shadow Financial BufferForecast

Unpriced Shocks: The Fragility of the Shadow Financial Buffer

Geopolitical analysis currently fixates on visible kinetic conflicts. Yet the greatest systemic risk lies in the invisible nexus of private credit, offshore dollar liquidity, and the weaponisation of insurance corridors in global trade.

Medium74%Long-term15 Nov 2023
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The Fragmentation Horizon: A 12-Month Global Power ForecastForecast

The Fragmentation Horizon: A 12-Month Global Power Forecast

As the post-Cold War consensus dissolves, the next twelve months will be defined by strategic decoupling, the weaponisation of energy transitions, and a violent return to geographic reality. Here is where the map breaks next.

High83%Short-term15 Jul 2023
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Biden administration approves F35 sale to the UAE: Does this represent a forecast for strong US-UAE relations?Forecast
Middle East

Biden administration approves F35 sale to the UAE: Does this represent a forecast for strong US-UAE relations?

High87%Short-term14 Apr 2021
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Tunisia launches first indigenous satellite into space: Does this highlight Tunisia’s technological ambitions?Forecast
Africa

Tunisia launches first indigenous satellite into space: Does this highlight Tunisia’s technological ambitions?

Low65%Short-term26 Mar 2021
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EU foreign policy chief praises Turkey: What has led to the positive development of EU-Turkey ties in recent months?Forecast
Middle East

EU foreign policy chief praises Turkey: What has led to the positive development of EU-Turkey ties in recent months?

Low66%Short-term19 Mar 2021
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Major breakthrough in Libya as parliament approves interim government: Why are there still worries about its future?Forecast
Middle East

Major breakthrough in Libya as parliament approves interim government: Why are there still worries about its future?

Low66%Long-term11 Mar 2021
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Libya’s interim PM submits cabinet proposal to parliament: Will the interim government succeed in unifying Libya?Forecast
Middle East

Libya’s interim PM submits cabinet proposal to parliament: Will the interim government succeed in unifying Libya?

Medium69%Short-term5 Mar 2021
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2021 Forecast: Europe – Will The EU Collapse?Forecast
Europe

2021 Forecast: Europe – Will The EU Collapse?

In 2021, Europe will face challenges both familiar and unforeseen. The future of the old continent will to a large extent depend on the evolving global constellation of forces, but also on the way the European Union chooses to position itse

Medium70%Medium-term31 Jan 2021
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2021 Forecast: Asia – Will Asia Lead The World?Forecast
China

2021 Forecast: Asia – Will Asia Lead The World?

In the Chinese Zodiac, 2021 is the Year of the Ox — considered productive for those who are hardworking and methodical and fully feel the weight of their responsibilities. Seven of the 14 major markets in Asia Pacific – China, Taiwan, Vietn

High88%Long-term31 Jan 2021
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2021 Forecast: Africa – Neocolonialism At Its WorstForecast
Africa

2021 Forecast: Africa – Neocolonialism At Its Worst

On January 1, 2021, African countries began officially trading under a new continent-wide free trade area. The African Continental Free Trade Area aims to bring together 1.3 billion people in a $3.4 trillion economic bloc that will be the l

Medium74%Short-term31 Jan 2021
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Will the Kurdish Regional Government in Iraq go to war with the PKK?Forecast
Middle East

Will the Kurdish Regional Government in Iraq go to war with the PKK?

Medium70%Short-term4 Dec 2020
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Erdogan announces huge gas discovery: Is this the catalyst to Turkey becoming a superpower?Forecast
Middle East

Erdogan announces huge gas discovery: Is this the catalyst to Turkey becoming a superpower?

Low67%Long-term24 Aug 2020
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5 countries that could benefit from COVID-19Forecast
China

5 countries that could benefit from COVID-19

5 countries that could benefit from COVID-19 Global recession, caused by the COVID-19 pandemic, is not hitting all countries equally. Sovereign nations, as well as those that had a good starting point, will recover much easier than those th

Low65%Short-term7 Jun 2020
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5 countries that could benefit from COVID-19Forecast
Russia

5 countries that could benefit from COVID-19

Global recession, caused by the COVID-19 pandemic, is not hitting all countries equally. Sovereign nations, as well as those that had a good starting point, will recover much easier than those that heavily depend on the global trade and mon

Medium70%Medium-term4 May 2020
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The World after Covid-19Forecast

The World after Covid-19

Fear and panic have paralysed the world. The Global economy has literally been shut down and life itself has been put on hold. There is only one news that dominates all the media. However, behind the scenes, major global powers seem to have

Low64%Medium-term3 Apr 2020
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Pakistan is trying to prevent itself from moving into China’s shadowForecast
China

Pakistan is trying to prevent itself from moving into China’s shadow

China-Pakistan economic corridor will amplify Chinese influence on Pakistan China’s belt road initiative has long been forecasted as a project that would give the superpower complete geopolitical and economic dominance in Asia, and its most

High85%Medium-term24 Dec 2019
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How Israel has gained an alliance with the Arab worldForecast
Middle East

How Israel has gained an alliance with the Arab world

The importance of Saudi Arabia and Egypt Israel’s strengthening relationship with Saudi Arabia has built the basis for establishing behind the scenes relations with other Gulf nations, and the arab world as a whole. Saudi Arabia, along with

High84%Long-term21 Dec 2019
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Is power and resource competition a threat to Antarctica?Forecast
China·Geopolitics

Is power and resource competition a threat to Antarctica?

High86%Long-term14 Nov 2019
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