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

1. From Russia with Love: A major geopolitical realignment is underway between the US and Russia, with direct talks in Saudi Arabia marking the most substantial diplomatic engagement in years. This shift will alter the global power balance, particularly regarding Ukraine, where Washington is pursuing negotiations that sideline European allies. This development signals a potential weakening of the traditional Atlantic alliance.

2. Let's trade: Trump's emerging trade policy represents a significant shift toward protectionism, with proposed 25% tariffs on automobiles, semiconductors, and pharmaceuticals. This policy direction will reshape global supply chains, impact major trading partners, and trigger retaliatory measures from China and other nations.

3. India is hot: A reorientation toward India is gaining momentum, with Qatar's $10 billion investment commitment and Apple's supply chain diversification efforts. This trend reflects a broader move by global businesses and investors to reduce dependency on China while capitalizing on India's growing economic potential.

4. AI infrastructure + energy needed: There's an accelerating arms race in AI infrastructure, highlighted by South Korea's plans for a 3-gigawatt AI data center. This development underscores the growing scarcity of high-capacity computing resources for AI applications, creating competitive advantages for nations and companies that secure such capabilities early.

5. Global energy + natural resources: The global energy landscape is evolving with Brazil joining OPEC+ and major economies pursuing resource security through various means - from Trump's interest in Ukraine's natural resources to Australia's strategic reassessment of its position between the US and China.

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