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Global Political Analysis

Iran war – corridor, shock or deal?

Friday, 06 March 2026, written by Andy Langenkamp

The Iran conflict is more than a regional war; it is a stress test for global energy markets, the world economy and geopolitical relations. This report breaks down the scenarios and what they mean for markets, the global economy and world order.

This report is published: Bi-weekly

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Previous reports

How will the new Iranian war end?

Monday, 02 March 2026

Epic Fury meets Roaring Lion – America and Israel shake the escalation ladder: is a prolonged regional war looming?

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Midnight Hammer Revisited - Will Trump strike Iran again?

Friday, 20 February 2026

According to many defense experts, the largest American military build-up in the Middle East since the invasion of Iraq in 2003 can only mean that an attack on Iran is inevitable. Is this true, and if so, what will be the geopolitical and economic consequences?

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How the US Midterms Reshape Risk, Markets & Power

Friday, 06 February 2026

In nine months, the midterm elections will take place in the US. In this report, we delve deeper into the historical lessons, current fundamentals, the two most likely scenarios, and the implications for geopolitics, the economy, and markets.

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Analysis on request and consultancy

In today’s complex, volatile, and interconnected business and investing environment, decision-makers often find it challenging to sift effectively through the vast amounts of data about (geo)political, financial, and economic risks. Our Global Political Analysis reports and Bi-Weekly insights cut through the noise to help you understand the political risks ahead. For clients needing customized analysis, monitoring, scenarios, and forecasts, we provide various consultancy services and offer analysis upon request. 

Feel free to reach out to our Senior Political Analyst, Andy Langenkamp to discuss your options. 

 

Global Politics: Overhyped, Underhyped, On Point

Every two weeks, you receive my Global Political Analysis report. In between those editions, I’ll send a short extra update. Drawing on top sources and think tanks, I’ll flag what’s overexposed, what’s underexposed, and what’s spot-on. Please reach out if you’d like me to dive deeper into any topic.

Archive:

Read article 13th February 2026

Read article 30th January 2026

Read article 16th January 2026

Read article 5th December 2025

Read article 21st November 2025

Read article 7th November 2025

Read article 24th October 2025