Weekly Geopolitical Report – The 2022 Geopolitical Outlook (December 13, 2021)
by Bill O’Grady & Patrick Fearon-Hernandez, CFA | PDF
(This is the last WGR of 2021; the next report will be published on January 18, 2022. Starting in 2022, we will shift to a bi-weekly publication schedule and will add a new Geopolitical Podcast with each report.)
As is our custom, in mid-December, we publish our geopolitical outlook for the upcoming year. This report is less a series of predictions as it is a list of potential geopolitical issues that we believe will dominate the international landscape for 2022. It is not designed to be exhaustive; instead, it focuses on the “big picture” conditions that we believe will affect policy and markets going forward. They are listed in order of importance.
Issue #1: China
Issue #2: Russia
Issue #3: Germany
Issue #4: The Crisis in Ethiopia
Issue #5: Rising Food Prices
Issue #6: The Energy Transition
Issue #7: The Failure of the Iran Nuclear Negotiations
Odds and Ends: This section is for concerns that may affect the world in 2022 but didn’t rise to the level of an issue on our list.