Europe

The military operations that unfolded over twelve days in June 2025 between Iran and Israel marked a sharp breakpoint in the trajectory of regional military balance. The confrontation resulted in a substantial erosion of Tehran’s military infrastructure and inflicted significant material losses. The depth of this operational failure was most evident in the near-total collapse of Iran’s integrated air-defence system, with confirmed intelligence assessments indicating that Israel succeeded in neutralising more than 80 surface-to-air missile batteries and destroying over 120 launch platforms. This effectively stripped Iranian airspace of its protective shield and imposed a state of absolute Israeli air superiority.   Amid this collapse, Tehran effectively lost its entire arsenal of the Russian-made S-300PMU2 (“S-300 PMU-2”) systems, which it had acquired in 2016 after protracted negotiations and at considerable financial cost. These systems were systematically destroyed between 2024 and 2025. Iran’s domestic air-defence industries, represented by the Bavar-373 and Khordad-15 systems, also demonstrated clear operational inadequacy when tested in a real combat environment.   This exposed a wide technological gap between Israel’s offensive capabilities and Iran’s defensive assets. The Iranian air-defence network failed to record the downing of a single manned Israeli fighter jet, and Iran’s ageing air force, reliant on pre-revolution legacy aircraft such as the F-14 Tomcat, the Phantom, and the Tiger, supplemented by 1990s-era MiG-29s, stood incapable of competing or deterring effectively.   This total inability to contest the battlespace not only underscored tactical failure but delivered a decisive blow to the strategic assumptions underpinning Iran’s defence doctrine for decades, particularly its reliance on “asymmetric missile deterrence” and hybrid layered-defence networks.   Confronted with a reality in which its missile capabilities were neutralised and its aerial shield dismantled, the Iranian leadership was compelled to adopt a “post-war reset” strategy, launching an urgent acquisition campaign aimed at closing the technological gap by turning eastward towards Russia and China to rebuild its lost deterrence.   The fundamental question that will shape the next phase in the Middle East remains: Can this “hybrid deterrence”, comprising domestic missiles alongside imported, only partially integrated weapon systems, endure against an adversary that has already demonstrated both the willingness and the capability to deliver devastating strikes deep inside Iran?

Since 2023, the uranium enrichment market has undergone its most profound structural transformation since the advent of the civilian nuclear era. After three decades characterised by persistent oversupply and the integration of Russian inventories with Western reactor fleets, the sector, valued at approximately $15.5 billion in 2025, now confronts a fundamentally altered geopolitical landscape. stems primarily from the fact that nearly 95% of global enrichment capacity is controlled by just four entities, placing Western supply chains under complex logistical and political pressures.     Central to this transformation is the evolution of what is known as the Separative Work Unit (SWU) from a readily available commodity into a strategic bottleneck capable of redrawing global energy maps. The market has shifted rapidly from a buyer-dominated structure to one characterised by seller leverage, amid an intensifying race to secure fuel for both conventional reactors and small modular reactors (SMRs), which require advanced uranium grades for which Western markets lack adequate commercial infrastructure.     Accordingly, this analysis explores the contours of the new enrichment landscape, examining the principal actors and evolving pricing dynamics, while projecting the profound implications of this transformation for global energy security.

December 2025 marked a structural shift in the global technological balance of power, as a state-backed Chinese industrial consortium, coordinated by Huawei, approved the operation of a functional prototype of an extreme ultraviolet (EUV) lithography system at a facility in Shenzhen. This announcement dismantles a core assumption that has dominated geopolitical thinking in Washington, Brussels, and Tokyo over the past decade, namely that the extreme engineering complexity of EUV technology would permanently confine China behind a technological barrier, preventing it from advancing beyond the 7-nanometre threshold in leading-edge semiconductor manufacturing.   Western containment strategies were grounded in a firm conviction that the Dutch firm ASML’s monopoly over highly complex supply chains would guarantee the exclusion of the world’s second-largest economy from producing the advanced semiconductors required for artificial intelligence applications. The new Chinese prototype, however, has invalidated this assumption, not by replicating Western engineering paradigms, but by pursuing an alternative physical and engineering pathway, shaped by imperatives of national sovereignty and enabled by effectively unconstrained state capital.   This prototype, based on laser-driven plasma (LDP) technology, demonstrates that Chinese engineering teams have mastered the core physical principles of optical control at 13.5 nanometres. In doing so, they have moved beyond a phase long framed as one of "scientific impossibility", shifting the contest decisively into a new stage defined by engineering scale-up and operational viability. This development signals the end of an era of unipolar technological dominance. It inaugurates a new phase of dual ecosystems within the semiconductor industry. This transformation will require a comprehensive reassessment of the economic and security assumptions that have governed the sector for decades.

“We need it for defence.” With these words, U.S. President Donald Trump sought to frame Greenland as a question of national security. The island’s vast reserves of critical minerals and its strategic position in the Arctic have long made it geopolitically significant, yet Trump’s rhetoric elevated it into a symbol of broader American ambitions. This move prompted a rare joint statement by the leaders of seven NATO member states, who rejected any attempt to annex Greenland, a semi-autonomous territory of Denmark. Coming alongside U.S. actions elsewhere, including the removal of Venezuela’s President Nicolás Maduro and threats of intervention in other regions, these developments have fuelled growing concern within NATO that Washington is advancing a new international order driven primarily by its own interests. The prospect of Greenland’s annexation therefore raises serious questions not only about the future of the alliance, but also reveals Europe’s weakened position in the international system and its limited capacity to resist American pressure.

Operation Absolute Resolve, which resulted in the removal of Nicolás Maduro and his spouse Cilia Flores on Jan. 3, 2026, constituted a watershed moment in the history of 21st-century geopolitical warfare. While initial indicators point to a seemingly limited regime change within Venezuela, the strategic repercussions of the operation inflicted severe damage on Iran’s forward-operating capabilities. For nearly two decades, Venezuela was not merely a diplomatic partner of Tehran; it served as an indispensable logistical bridgehead and a secure sanctuary in the Western Hemisphere. Through this platform, the Iranian regime was able to circumvent international sanctions, project asymmetric influence, and sustain a critical financial lifeline through illicit trade.

Recently, U.S. President Donald Trump issued sharp criticism of Europe, and while migration policies were not his only focus, his remarks on the topic were particularly striking. His criticism came shortly after he announced a policy to “permanently pause migration from what he called ‘third world countries’” following a National Guard shooting in Washington, highlighting his framing of migration as both a domestic security and international issue. The latest U.S. National Security Strategy under the Trump administration closely links European security to its migration policies, warning of what it describes as "civilisational erasure" from uncontrolled immigration and EU policies, and calling on Europe to enforce stricter border controls, support "patriotic" parties, and become more self-reliant. This approach is widely seen as critical of mainstream European leadership and supportive of far-right movements.   At the same time, far-right sentiment is gaining traction across Europe, visible in the electoral successes of parties such as France's National Rally, Italy's Lega, and Germany's Alternative for Germany. While public discourse often frames migration as a threat to security and civilisation, Western countries overlook a crucial point, which is that migration can be a dividend, contributing to economic growth. With populations ageing faster than the global average and shortages of labour in highly skilled professions, the West is increasingly dependent on migrants. The question is what might happen if far-right agendas succeed in curbing migration, and whether Western economies and security could sustain themselves without it.

Since Brexit, the United Kingdom (UK) has been experiencing a governance issue, as the Conservative Party suffered from instability due to numerous leadership changes, while the recently elected Labour Party lacks the ambition and confidence needed to effectively govern. Combined with the shocks stemming from Brexit, COVID-19, and the Russia-Ukraine War, the UK has experienced economic stagnation and the deterioration of public services, which has resulted in British nationals migrating abroad.   One of these locations is the UAE, more specifically, Dubai. There are approximately 240,000 British nationals currently living in Dubai, with more to join as there was a 420% increase in internet searches in the UK centered on moving to Dubai. Those are staggering statistics, and the number is only going to grow as more British nationals across the socio-economic spectrum continue to migrate to Dubai. However, the reasons explaining British migration to Dubai are not as simple as lower taxes, security, and great weather. One can argue the rise of British migration to Dubai can be attributed to a desire to break from a ridged class system, declinism, and emotional turmoil brought on by the cost-of-living crisis.

The National Security Strategy (NSS) defines the guiding vision of American power and provides a window into how the United States understands the international environment, identifies its priorities, and determines the political, military, and economic tools it will rely on to protect national interests. Accordingly, the NSS shapes defence planning, informs foreign policy doctrine, guides inter-agency action, and signals to allies and adversaries the direction of U.S. engagement in an evolving global landscape.   The 2025 NSS, issued by the Trump administration in November 2025, is a clear articulation of how this administration intends to position itself in a world marked by rising geopolitical fragmentation, sharpening competition, and growing domestic constraints. Its core purpose is to translate the administration’s worldview into a coherent framework that defines what the United States will prioritise, what it will deprioritise, and under what conditions it will expend political capital, economic leverage, or military force.   For the Middle East, understanding the 2025 NSS is essential because it captures the principles shaping America’s evolving posture toward the region. The strategy’s emphasis on burden-sharing, reduced military exposure, and transactional partnerships signals a shift in expectations for regional actors, while its focus on energy security, counterterrorism, and strategic competition with external powers continues to define the contours of U.S. interests. As a formal expression of how the administration interprets threats and opportunities, the NSS provides the clearest available roadmap of Washington’s intentions—and the framework within which its decisions toward the Middle East will be made in the years ahead.

The prolonged Russia-Ukraine War has been met with futile efforts to end it by several peace plans throughout nearly four years of war. Currently, U.S. President Donald Trump appears determined to end the war by pushing a peace plan in the last few months of 2025 and negotiating with both Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskyy.   Many scenarios unfold for the aftermath of the Russia-Ukraine War. Amid the ongoing peace negotiations, driven mainly by the U.S. and Russia’s push for Trump’s 28‑point plan and Ukraine’s counterproposal through the amended 19‑point plan, a settlement favouring Russia is increasingly possible, raising the question: if such a plan is adopted, how will the Eurasian scene change?

Across NATO, the next generation of forces is being built around a decisive shift toward replacing fuel-based systems with electricity and high-performance batteries. From unmanned systems and smart munitions to mobile command posts and sensor networks, the Alliance’s deterrence posture is becoming electric. The move promises faster deployment, reduced noise signatures, and fewer supply convoys. Yet, beneath this technological progress lies a growing structural risk.   Every step toward electrification deepens NATO’s exposure to fragile supply chains and volatile critical-mineral markets. Batteries are now the linchpin of power projection, but also a potential weak point in it. The Alliance’s ability to fight, deter, and coordinate operations could hinge on materials mined or processed far from NATO’s control. As warfare becomes increasingly digital and electric, NATO faces a strategic challenge of a new kind: not how to innovate faster, but how to secure the energy backbone of its deterrence, and prevent the tools of modernisation from becoming instruments of dependency.

On Feb. 14 2025, a drone struck the protective shield covering Reactor No. 4 at the Chernobyl Nuclear Power Plant, Ukraine. The attack caused a fire and damaged the steel cladding. As of Dec. 6 2025, the International Atomic Energy Agency (IAEA) has formally assessed the site and reported that the New Safe Confinement has now “lost its primary safety functions, including the confinement capability,” meaning it can no longer guarantee that radioactive material remains fully contained. Ukraine has blamed Russia for the strike, which Moscow denies, while international monitors warn that the risk to global nuclear safety is rising.

The race for global dominance is no longer fought over land, oil, or military might, it is rapidly unfolding in the realm of data. Across the world, governments are fortifying their digital borders, investing in surveillance technologies, and rewriting laws to claim ownership over the information flowing through their networks.   What emerges is a contest not for territory but for control over the data that defines modern life, who produces it, who stores it, and who decides how it is used. This silent power race is redrawing the global order, creating new hierarchies of influence built on algorithms and infrastructure rather than armies. As states weaponise information, the battle for sovereignty is shifting from physical borders to the digital terrain of human behaviour.