Weekly Geopolitical Report

Weekly Geopolitical Report – Nigeria’s Conflict with Biafra and Social Media (July 19, 2021)

by Thomas Wash | PDF On June 2, Twitter (TWTR, $61.72) removed a tweet posted by Nigerian President Muhammadu Buhari that vaguely threatened Biafran separatists. Buhari’s tweet appeared to be in response to a series of attacks against Nigerian security forces and police officers. In any case, Buhari has become the latest high-level political leader… Read More »

Weekly Geopolitical Report – Unrest in Colombia (July 12, 2021)

by Patrick Fearon-Hernandez, CFA | PDF When you find yourself surrounded by a squad of masked, black-clad fighters with their machine guns aimed at you, you can be pretty sure you’re about to have a bad day.  The sense of foreboding was especially strong when this happened to me on a deserted road high up… Read More »

Weekly Geopolitical Report – The Mid-Year Geopolitical Outlook (June 28, 2021)

by Bill O’Grady & Patrick Fearon-Hernandez, CFA | PDF (Due to the Independence Day holiday and a short summer hiatus, the next report will be published July 12.) As is our custom, we update our geopolitical outlook for the remainder of the year as the first half comes to a close.  This report is less… Read More »

Weekly Geopolitical Report – The Geopolitics of the Colonial Pipeline Ransomware Attack: Part II (June 21, 2021)

by Bill O’Grady | PDF In Part I, we provided an overview of the Colonial Pipeline ransomware attack, followed by reflections on organized crime and why ransomware has become so attractive to criminals.  We also described Darkside, the firm involved in the attack.  This week, we will conclude with a discussion of why this attack… Read More »

Weekly Geopolitical Report – The Geopolitics of the Colonial Pipeline Ransomware Attack: Part I (June 14, 2021)

by Bill O’Grady | PDF On Thursday, May 6, 2021, hackers attacked the Colonial Pipeline, capturing data by infiltrating the company’s business software.  In response, the company closed its 5,500-mile pipeline to assess the damage and protect critical infrastructure.  Eventually, the company paid the ransom and service was restored. Although a criminal event usually doesn’t… Read More »

Weekly Geopolitical Report – Taiwan and the Risk of Deglobalizing the World’s Semiconductor Industry: Part II (June 7, 2021)

by Patrick Fearon-Hernandez, CFA | PDF This series is written as a corollary to our recent multi-part WGR series titled “The Geopolitics of Taiwan,” published last month.[1] In Part I of this report, we showed how Taiwan and the Taiwan Semiconductor Manufacturing Company (TSM, $111.85) represent a key vulnerability in the global computer chip industry. … Read More »

Weekly Geopolitical Report – Taiwan and the Risk of Deglobalizing the World’s Semiconductor Industry: Part I (May 24, 2021)

by Patrick Fearon-Hernandez, CFA | PDF (Note: Due to the upcoming Memorial Day holiday, the next report will be published on June 7.) In our recent WGR series titled “The Geopolitics of Taiwan” (see Parts I, II, and III), we examined Taiwan’s geopolitical position in relation to China and the United States.  We described how… Read More »

Weekly Geopolitical Report – The Geopolitics of Taiwan: Part III (May 17, 2021)

by Bill O’Grady | PDF In Part I of this report, we covered the history of Taiwan along with current relations between the People’s Republic of China (PRC) and the Republic of China (ROC), and discussed the end of strategic ambiguity.  In Part II, we analyzed the geopolitical importance of Taiwan and China’s military options. … Read More »

Weekly Geopolitical Report – The Geopolitics of Taiwan: Part II (May 10, 2021)

by Bill O’Grady | PDF In Part I, we covered the history of Taiwan, current relations between the People’s Republic of China (PRC) and the Republic of China (ROC), and closed with the end of strategic ambiguity.  This week, we will analyze the geopolitical importance of Taiwan and the PRC’s military options with regard to… Read More »

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