Geopolitics @ Dawn | January 30

Today in geopolitical news and how comms pros should think and talk about it....

1. The global response to China's DeepSeek AI platform has evolved into a serious international security concern: Multiple Western nations and institutions are taking defensive measures, with the US Navy implementing a complete ban and European nations raising data privacy concerns. This represents a shift from viewing Chinese AI as a competitive challenge to seeing it as a potential security threat.

2. Tough talk on the campaign trail about China: Despite campaign rhetoric promising a tough stance on China, early indicators suggest the Trump administration may be moderating its position, following a historical pattern of presidential candidates adjusting their China policies after taking office.

3. Global infrastructure security is becoming an increasingly critical concern: Highlighted by the suspicious damage to 11 Baltic cables in 15 months, coupled with ongoing cybersecurity threats from Chinese and Iranian actors, suggests a growing vulnerability in critical global communications and data infrastructure.

4. North American trade dynamics are shifting: Canada and Mexico are facing potential new tariff pressures from the US. The proposed policy framework suggests a broader review of continental trade relationships is imminent, which would reshape supply chains and business operations across North America.

5. The effectiveness of traditional export controls is being questioned: DeepSeek's success despite US chip restrictions demonstrates the limitations of using conventional trade controls to maintain technological superiority in the AI era. Look for new approaches to managing technological competition and protecting intellectual property.

Pro tip: Make sure you have a professional with expertise in geopolitical communications on your team. Such a pro will help you navigate geopolitical challenges related to your business objectives and confidently speak about this environment.

Caracal is here to help.

Enjoy the ride + plan accordingly.

-Marc