Geopolitics @ Dawn | March 12

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

1. Erratic trade policy disrupts markets: The rapidly shifting US trade stance toward Canada reflects a broader pattern of unpredictable policy implementation that creates significant business uncertainty. Within a single week, the administration announced, modified, delayed, and then reinstated tariffs on Canadian metals, generating market whiplash and forcing companies to continuously revise strategies. This volatility extends beyond metals to potential auto industry restrictions and new border regulations for travelers. The pattern suggests businesses must build greater resilience into supply chains, potentially including redundant sourcing options and increased inventory buffers to mitigate sudden policy reversals. Companies heavily dependent on cross-border trade should develop scenario planning capabilities that can rapidly assess financial implications of unexpected policy shifts.

2. Canada adopts retaliatory leverage strategy: Canada's response to US trade pressure demonstrates an increasingly sophisticated approach to asymmetric economic leverage, including threats to electricity exports upon which border states depend. Ontario's strategic suspension of electricity tariffs secured a high-level meeting with the Commerce Secretary, showing how targeted counter-measures can create negotiating opportunities. Canadian provincial leaders are developing more coordinated and assertive responses to trade tensions, suggesting companies should map their exposure to potential retaliatory measures across sectors like energy, resources, and transportation. Businesses in border regions face heightened operational risks that transcend traditional trade concerns, requiring closer monitoring of bilateral government relations.

3. Transatlantic alliance faces structural challenges: Germany's persistent military readiness deficiencies despite political commitments to strengthen its forces highlights deeper structural weaknesses in NATO's European pillar. This capability gap becomes increasingly concerning amid changing US priorities and heightened security risks. Simultaneously, growing factionalism within European media regarding Russia policy reflects deepening ideological divisions that complicate unified responses to security challenges. European defense procurement represents both a significant near-term business opportunity and a long-term strategic necessity, though companies must navigate complex political landscapes when pursuing these markets. Defense contractors should anticipate increased but uneven European military investment patterns with lengthy implementation timelines.

4. Resource competition intensifies with China: The US continues to face strategic challenges in securing critical minerals essential for advanced technologies and green energy transition, despite identified opportunities like graphite deposits. This difficulty persists despite growing recognition of supply chain vulnerabilities. Meanwhile, China's artificial intelligence ecosystem continues expanding at remarkable speed, though potential vulnerabilities exist. The competition for technological and resource primacy remains a defining feature of the international landscape with far-reaching implications for industries from manufacturing to technology. Companies should conduct strategic audits of their exposure to critical mineral constraints and evaluate opportunities to participate in new domestic supply development initiatives.

5. International realignments create strategic openings: Emerging diplomatic configurations such as Britain's deepening defense relationship with Japan and the US Vice President's planned visit to India signal the acceleration of new strategic partnerships. These realignments create both opportunities and risks across multiple sectors as traditional alliances evolve. The broader international environment appears increasingly receptive to anti-American positioning, creating reputational risks for global brands. Organizations with significant international operations should reassess their geopolitical risk frameworks to account for these shifting alignments, particularly regarding market access strategies and public messaging in politically sensitive regions. Multinational corporations should develop more sophisticated stakeholder engagement strategies that reflect the nuanced diplomatic landscape.

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

Geopolitics @ Dawn | March 11

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

1. Canada hardens against American pressure: Canada's incoming Prime Minister, Mark Carney, has signaled a confrontational approach toward US trade policy, directly challenging President Trump's aggressive tariff strategy. His declaration that "Canada never, ever will be part of America" establishes a tone of national sovereignty protection. At the same time, Ontario Premier Doug Ford's retaliatory 25% tax on electricity exports to New York, Michigan, and Minnesota demonstrates immediate provincial-level action. This heightened tension already impacts cross-border economic activity, with Canadian travel to the US plummeting amid uncertainty. Business leaders should anticipate continued friction in the historically stable North American trade relationship, requiring contingency planning for supply chains dependent on cross-border operations.

2. Global trade war expands rapidly: President Trump's tariff policies have triggered an escalating cycle of retaliatory measures beyond North America, creating a complex web of trade barriers affecting multiple industries. China has implemented targeted tariffs on US agricultural products, while European companies report project freezes and price increases in response to threatened 25% tariffs. Japan has formally requested an exemption from these measures, indicating the spread of economic uncertainty to Pacific allies. The strategic targeting of agricultural, manufacturing, and energy sectors by retaliatory tariffs could disproportionately impact specific American communities while increasing input costs across global supply chains. Companies should expect continued price volatility and market access challenges as this multilateral trade conflict evolves.

3. Ukraine aid hinges on diplomacy: The suspension of US military assistance to Ukraine and subsequent conditional resumption based on diplomatic progress signals a fundamental shift in Western support for Kyiv. Secretary of State Marco Rubio's upcoming meeting with Ukrainian officials following the reported Oval Office confrontation between President Trump and President Zelensky will likely determine immediate funding prospects. This emerging approach prioritizes a negotiated settlement over continued military support, potentially accelerating pressure for Ukraine to accept territorial concessions to Russia. Defense contractors and companies operating in Eastern Europe should monitor these developments closely, as they could significantly alter regional security arrangements and investment risk profiles.

4. European defense autonomy accelerates: European nations respond to shifting US security priorities by enhancing their independent defense capabilities. The British government's redirection of 40% of its aid budget toward defense spending, France's emerging role as "the spearhead of European defense," and broader concerns about Russia's "shadow war in the Baltics" indicate a continental security recalibration. One observer notes that President Trump has "provided the biggest stimulus towards European integration since the end of the Cold War." Defense companies with European operations should anticipate increased procurement opportunities as nations on the continent invest in autonomous security capabilities. In contrast, businesses reliant on transatlantic security cooperation may face new operational uncertainties.

5. China relations enter critical phase: Early-stage discussions of a potential "birthday summit" between Trump and Xi in June suggest possibilities for de-escalation despite recently increased tariffs. However, regional dynamics remain complex, with Indonesia and Vietnam upgrading their ties to a "comprehensive strategic partnership" in response to US tariff risks. The Dalai Lama's reported instructions regarding his succession process directly challenging Beijing's authority introduced additional friction in US-China relations. Companies with significant exposure to Chinese markets or supply chains should prepare for continued volatility while positioning themselves to capitalize on any potential diplomatic breakthroughs that might emerge from high-level engagement.

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

Geopolitics @ Dawn | March 10

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

1. Trump reshapes the global trade landscape: The escalating trade tensions between the United States, China, and Canada mark a fundamental shift in international economic relations. President Trump has implemented a 10% blanket tariff on Chinese goods, prompting Beijing to retaliate with 10-15% tariffs on US agricultural products. Simultaneously, new tariffs on Canadian steel and aluminum are set to take effect, with Canadian authorities reportedly removing American alcohol products from shelves—a move one producer described as "worse than tariff." This protectionist stance has contributed to a 34% growth in the US trade deficit in January, with imports rising 10% to $401.2 billion. These policies reflect Trump's "America First" approach but face significant challenges in achieving their goal of reshoring manufacturing, as they conflict with powerful long-term economic forces and risk undermining American market competitiveness.

2. Ukraine crisis tests Western alliances: The relationship between Ukraine and the United States is undergoing a critical transformation following President Trump's decision to halt military and intelligence support. Ukraine's forces are now being pushed back in Kursk as Russia capitalizes on this policy shift. President Zelensky urgently wants to persuade Trump that Ukraine intends to end the conflict. At the same time, reports indicate the White House is pressuring Ukraine to cede territory seized by Russia. This development has significant implications for NATO cohesion, as highlighted by concerns that Trump might stop sharing intelligence with Britain. The UK is attempting to maintain its role as an intermediary, hoping to convince Trump to resume intelligence sharing with Ukraine before peace talks in Saudi Arabia. These tensions reflect broader questions about the future of US security guarantees globally.

3. Canada's leadership faces Trump challenge: Mark Carney's election as leader of Canada's Liberal Party positions the former central banker to become the country's 24th Prime Minister. Carney, who campaigned as a political outsider with economic expertise, now faces the immediate challenge of managing Canada's response to Trump's trade policies. Meanwhile, Ontario Premier Doug Ford is emerging as another significant Canadian figure confronting US trade pressures. This leadership transition occurs at a critical moment in US-Canadian relations, described by some as a "love-hate relationship," with Trump's aggressive trade posture threatening one of America's largest trading partnerships. The Canadian response will significantly influence North American economic integration and stability.

4. US arms industry dominance grows: American weapons manufacturers have dramatically increased their global market share, with US arms exports reaching 43% worldwide, according to SIPRI research. This surge has been driven largely by Ukrainian imports following Russia's invasion. The data reveals that two-thirds of arms imports to NATO countries in Europe now come from the United States, underscoring the continent's deep dependence on American defense technology. However, Trump's suspension of weapons and intelligence support to Ukraine raises questions about the reliability of this relationship. It may prompt European nations to reconsider their defense procurement strategies, potentially accelerating European defense industry development.

5. Corporate climate impact concentrated: Environmental impact analysis reveals striking concentration in global emissions sources, with just 36 companies accounting for half of all global emissions. More tellingly, state-owned enterprises comprise 16 of the top 20 emitters, highlighting the critical role of government policy in addressing climate challenges. This concentration presents both risks and opportunities: on the one hand, focused pressure on relatively few entities could yield significant progress; on the other, it reveals the entanglement of emissions with strategic national interests. For business leaders, this data underscores the importance of understanding supply chain carbon exposure and anticipating regulatory responses targeting these major emitters.

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

Geopolitics @ Dawn | March 6

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

1. Tariffs reshaping global trade relationships: Trump's aggressive tariff strategy creates significant economic ripples beyond initial expectations. The temporary one-month exemption for automakers from Canada and Mexico reveals the administration's willingness to make tactical adjustments while maintaining its broader protectionist stance. This pattern suggests that businesses should prepare for continued trade volatility, with even concessions proving less generous than anticipated. The ripple effects are evident as Canada cancels US vacations and Mexico prepares retaliatory measures, indicating that these trade actions are straining previously stable North American relationships. The unexpected political consequence in Canada—where Liberals reversed a 20-point polling deficit after Trump's trade aggression—demonstrates how tariff policies reshape economic and political landscapes across borders.

2. China adapting strategy amid tensions: China appears to be pursuing a dual-track approach to counter US trade pressures. While publicly maintaining a combative stance—as evidenced by the Chinese embassy's declaration of readiness to "fight till the end"—Beijing is reportedly concerned about becoming isolated like the Soviet Union during the Cold War. This suggests that Chinese leadership recognizes the potential effectiveness of Trump's trade pressure. The National People's Congress convening from March 5-11 represents a critical window for China to articulate its economic direction, focusing on shifting toward domestic consumption and accelerating technological independence. The development of open-source AI models and companies like DeepSeek demonstrates China's determination to reduce its reliance on Western technology—a trend businesses with exposure to Chinese markets should monitor closely.

3. European defense autonomy gains momentum: A significant shift is underway in European security architecture, with French President Macron proposing to extend France's nuclear deterrent to protect Europe—a direct response to perceived uncertainty about American security commitments. The description of Russia as "a threat to France and Europe" signals increased European concern about traditional security arrangements. Macron's televised address represents perhaps the most concrete step yet toward a European defense identity less dependent on the United States. The analysis that Europe must "trim its welfare state to build a warfare state" points to European nations' problematic fiscal choices in pursuing greater defense autonomy. Companies in the defense sector should anticipate increased European defense spending and opportunities for partnerships as this transition unfolds.

4. Intelligence sharing restrictions impact alliances: The reported US decision to cut off intelligence sharing with Ukraine—and even block the UK from passing US-sourced intelligence to Kyiv—represents a profound shift in alliance dynamics. Ukrainian officials' warnings that "more people will die" highlight the tangible consequences of these policy changes. The UK's apparent concern about US assistance with Trident nuclear missiles suggests that the intelligence restrictions may extend beyond the immediate Ukraine conflict to affect core alliance relationships. This realignment of intelligence-sharing practices indicates a broader recalibration of US alliance commitments that multinational corporations operating in sensitive regions should factor into their risk assessments.

5. AI regulation divergence across markets: South Korea and Japan are moving forward with artificial intelligence regulations that could apply to US companies, even as the Trump administration appears to be stepping back from domestic AI rules. South Korea's AI Basic Act will take effect next year, and Japan's draft law allowing government assessment of AI misuse suggests that differing regulatory approaches are emerging across major economies. The UK's decision to drop its antitrust probe into Microsoft and OpenAI's partnership, juxtaposed with Google's reporting on AI deepfake terrorism content to Australian regulators, illustrates AI governance's complex, evolving landscape. Technology companies face the prospect of navigating increasingly fragmented regulatory environments across key markets, potentially requiring customized compliance strategies for different regions.

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

Geopolitics @ Dawn | March 5

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

1. Canada and US relations hit crisis: The trade war between Canada and the United States has escalated, with Prime Minister Justin Trudeau vowing retaliation against tariffs imposed by the Trump administration. The dispute signals a breakdown in diplomatic trust between historically close allies, with economic and political ramifications extending beyond trade. Canadian businesses and consumers are pushing back, and policymakers may seek alternative trade partnerships to reduce dependence on the US.

2. Global trade war expands further: China, Mexico, and Canada retaliate against US tariffs, fueling a wider trade war that risks long-term economic instability. The European Union is also weighing countermeasures to protect its industries, and concerns are mounting about the knock-on effects on supply chains, inflation, and economic growth. The global economy now faces increased uncertainty as nations move toward protectionist policies.

3. The auto industry faces severe disruption: The US auto sector is particularly vulnerable to tariffs, with reports suggesting supply chains could be disrupted within weeks. The North American automotive market is highly integrated, and duties on Mexico and Canada threaten to increase vehicle prices, reduce production, and cause layoffs. Analysts warn that the industry may struggle to absorb the costs, placing further pressure on US automakers already facing intense global competition.

4. China capitalizes on US isolation: As the US disrupts long-standing trade and security alliances, China is positioning itself as a stable global leader. Beijing’s moves to strengthen economic ties and assert influence in international markets highlight a strategic opportunity to fill the void left by American unpredictability. If the US continues down an isolationist path, China may secure long-term trade, technology, and diplomacy advantages.

5. European defense spending accelerates: In response to uncertainty over US commitments, European nations are ramping up defense investments. Germany has announced a sweeping military spending initiative, and the European Union is considering a $158 billion defense fund. With US support for Ukraine wavering, European leaders appear to be preparing for a more self-reliant security strategy, signaling a shift in global military dynamics.

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

Geopolitics @ Dawn | March 4

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

1. Ukraine conflict reshapes Western alliances: The Trump administration's shift toward Russia has created significant fractures in Western alliances, particularly NATO. With the US halting military financing to Ukraine and suspending offensive cyber operations against Russia, European powers are scrambling to fill the leadership vacuum. France and the United Kingdom have positioned themselves as potential intermediaries, drafting peace plans as US support wanes. Former French President François Hollande's declaration that "Donald Trump is no longer our ally" underscores the severity of this realignment. This shift represents the most significant reordering of transatlantic security relationships since the Cold War and will force corporations with global operations to recalibrate their geopolitical risk assessments.

2. Trade war escalates economic uncertainty: President Trump's 25% tariffs on imports from Canada, Mexico, and China simultaneously represent an unprecedented economic confrontation with America's three largest trading partners. The immediate market response has been severe, with the Dow dropping 650 points as the tariffs were confirmed. US businesses are expressing frustration over policy uncertainty and inevitable cost increases. At the same time, Canada threatened retaliatory energy tariffs, and Ontario's Premier Doug Ford vowed to cut electricity exports to the US. These developments are already reshaping supply chains, as evidenced by Honda's decision to shift Civic production from Mexico to Indiana. Companies must prepare for prolonged price volatility and supply chain disruptions while governments navigate increasingly adversarial economic relationships.

3. Semiconductor investment transforms manufacturing geography: Taiwan Semiconductor Manufacturing's planned $100 billion investment in US chip manufacturing plants over the next four years signals a monumental shift in global semiconductor production geography. This massive investment reflects both TSMC's strategic hedging against geopolitical risks and the US's determination to secure domestic semiconductor capacity. The scale of this commitment will create significant opportunities across American technology ecosystems while potentially reducing Taiwan's strategic leverage.

4. Russia-China axis challenges global order: Xi Jinping is positioning China to capitalize on Western disunity. Chinese state media highlight "chaos in the West" as Xi outlines annual strategy during China's parliamentary session. Simultaneously, Russian President Vladimir Putin appears emboldened by changes in US foreign policy, with multiple analyses suggesting Putin aims to "carve up the world" through new arrangements with major powers. Smaller nations like Taiwan and the Czech Republic are developing mutual support mechanisms to navigate this shifting landscape.

5. Energy politics gain strategic importance: The energy sector has become a key battleground in international relations. Canada threatened significant energy tariffs against the US, and Ontario's premier explicitly stated he would cut electricity exports to make Americans "feel the pain." Meanwhile, suspected military buildups on small islands like Agaléga in the Indian Ocean highlight how energy security and transportation routes are becoming central to geopolitical competition.

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

Geopolitics @ Dawn | February 27

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

1. Trump reshapes international economic relations: President Trump is fundamentally restructuring America's global economic policy through aggressive trade measures targeting allies and competitors. He's threatened 25% tariffs on European Union goods, calling the bloc an organization formed to "screw" the United States. Similarly, he's pressuring Mexico and Canada with potential tariff actions while delaying implementation deadlines. These actions drive significant corporate responses, with companies like Stellantis advocating for targeted approaches to imports without US content rather than blanket tariffs on neighboring trading partners. The uncertainty has created both economic disruption and political consequences, including unexpectedly revitalizing Justin Trudeau's Liberal Party in Canada as voters react to Trump's provocations.

2. Minerals become core geopolitical currency: Critical minerals have emerged as a central component of US foreign policy, with President Trump leveraging mineral access as a bargaining chip in international negotiations. Most notably, Ukraine is signing a provisional agreement giving the US access to its mineral resources, characterized by former UK Defense Secretary Ben Wallace as "total extortion." While the agreement remains vague, it represents Ukraine's attempt to maintain some US support despite the absence of concrete security guarantees. Beyond Ukraine, this minerals-focused approach extends to a broader US strategy addressing China's dominance in critical resources.

3. The European political landscape is transforming rapidly: Europe is experiencing significant political realignment, challenging traditional power structures across the continent. In the UK, Nigel Farage's Reform UK party is making unprecedented inroads in Labour's traditional strongholds, threatening the party's 103-year dominance in Wales. Germany's AfD has successfully leveraged social media to circumvent traditional media gatekeepers and grow its influence. Meanwhile, French politicians appear unprepared for global ideological shifts, particularly from the United States. Romanian presidential candidate Calin Georgescu, characterized as the "TikTok Messiah" with pro-Putin leanings, faces charges related to campaign financing amid concerns about Russian interference. These developments collectively indicate a fundamental restructuring of European politics away from post-Cold War consensus toward more nationalist and populist orientations.

4. China navigates complex economic transitions: China's leadership shows signs of economic policy adjustment amid ongoing tensions with the United States. Xi Jinping's reference to Deng Xiaoping and the reappearance of Jack Ma suggests a potential recalibration of economic direction. Simultaneously, China faces significant pressure on multiple fronts: accusations of attempting to establish a "super embassy" in London for intelligence purposes, tensions over Taiwan's semiconductor industry, and TikTok's negotiations to avoid a forced sale or ban in the United States. These developments reflect China's attempts to balance technological advancement, economic growth, and geopolitical competition under increasingly challenging circumstances.

5. Corporate strategy shifts amid uncertainty: Major corporations are dramatically adjusting their strategic orientations in response to geopolitical pressures and economic uncertainty. Eli Lilly plans to invest billions to relocate drug manufacturing to US soil, indicating a broader trend toward reshoring critical industries. BP has announced a significant reversal of its green strategy, increasing investment in fossil fuels by $10 billion annually while cutting renewable spending by $5 billion. Chevron's operations in Venezuela face termination after Trump revoked its oil license, demonstrating how quickly geopolitical shifts can disrupt established business models. The EU's approval of Nokia's $2.3 billion takeover of Infinera reflects ongoing consolidation in critical technology sectors.

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

Geopolitics @ Dawn | February 25

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

1. America's foreign policy shift: The Trump administration has fundamentally altered America's geopolitical stance, withdrawing US condemnation of Russia's invasion of Ukraine at the UN. This represents a significant departure from traditional Western alliance solidarity. President Trump's renewed engagement with Russia has accelerated European defense discussions, with the EU and UK exploring Europe-wide defense funding mechanisms. This shift has created an urgent strategic imperative for European nations to develop autonomous security capabilities as American reliability comes into question. France's Macron has emphasized that Ukraine's security guarantees must not mean surrender. At the same time, Canadian PM Trudeau has pledged equipment and funding.

2. China-Russia alliance strengthens: Xi has reaffirmed China's "no limits" partnership with Putin in a deliberate demonstration of solidarity on the Ukraine war anniversary. This timing appears calculated to counter any US attempts to drive a wedge between Moscow and Beijing. Simultaneously, Chinese companies are accelerating efforts to compete with Elon Musk's Starlink in dominating satellite internet infrastructure, suggesting a coordinated push for technological independence from Western systems. The strengthening Sino-Russian relationship represents a formidable geopolitical bloc actively working to reshape the international order away from Western dominance. This alliance presents significant challenges for nations caught in the middle, particularly those in the Indo-Pacific region.

3. Global trade war escalates: President Trump's planned 25% tariffs on goods from Canada and Mexico, scheduled for March 4, signal an aggressive protectionist trade stance. Corporate leaders, including Airbus's CEO, have warned that these measures represent a "lose-lose" for the global economy, raising costs for manufacturers and consumers worldwide. In response, Ontario Premier Doug Ford has pledged $40 billion in new spending to offset threatened tariffs, while Japan's exemption from auto tariffs has drawn increased scrutiny. The pharmaceutical sector faces particular disruption from potential 25% levies on global imports, with experts warning of price increases and supply shortages.

4. Apple leads domestic manufacturing pivot: Apple has announced plans to invest $500 billion in the US over four years, including producing Apple Intelligence servers in Texas and creating 20,000 research jobs. While analysis suggests this largely aligns with existing spending patterns, the strategic shift toward domestic AI infrastructure production represents a significant adaptation to the changing geopolitical landscape. By bringing critical AI technology production to American soil, Apple is positioning itself for regulatory compliance and political favor in an era of increasing tech nationalism. This move may establish a template for how multinational technology companies can navigate increasingly complex trade barriers and national security concerns.

5. Democracy faces mounting global challenges: European political stability is being tested by the rise of anti-system and far-right movements, particularly evident in Germany's historic election, where the AfD gained significant support from young voters. The military deadlock in Ukraine, public opinion fatigue, and fear of escalation are working in Moscow's favor as Europe faces diminished American support. A growing partisan divide in America regarding Israel is evident in polling showing a record gap between Republicans (83% favorable) and Democrats (33% favorable). These developments suggest that democratic systems worldwide are experiencing unprecedented strain from populist movements, polarization, and authoritarian influence operations.

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