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What We're Watching
What We’re Watching: Epstein files on the US House floor, Ukraine hits Russia where it hurts, RSF consolidated its grip on Darfur
U.S. President Donald Trump shakes hands with U.S. House Speaker Mike Johnson (R-LA) after signing the funding bill to end the U.S. government shutdown, at the White House in Washington, D.C., U.S., November 12, 2025.
The US House set to vote to release Epstein files
The House of Representatives will vote next week to compel the Justice Department to release the Epstein files, after a trove of documents this week further linked President Donald Trump with the late sex offender. Trump and House Speaker Mike Johnson have opposed the bill, but are braced for scores of their party to vote for the release – potentially over 100, according to Politico. Their defections signal that representatives fear being seen as implicated in a cover up could come back to bite them ahead of 2026 Midterm elections. Polling shows that 67% of Republicans agree that the administration should release all the documents. However, even if the bill does pass, it is unlikely to make it out of the GOP-controlled Senate, or get the White House signature it needs to become law.
For Ukraine, is offense the best form of defense?
Ukraine is on the verge of losing another town in the eastern part of the country, and at a great cost, raising questions over whether it should spend so much defending these areas. What’s more, Russia hit several residential towers in Kyiv last night. But Ukraine did have a response, using drones and cruise missiles to strike Russia’s Novorossiysk port, which sits on the Black Sea, and halt exports of 2% of the whole world’s oil supply. Fittingly, crude prices rose 2% as a result. With Ukraine struggling to hold onto towns out east, is a better option to halt Russia a continuation of strikes deep inside enemy territory?
World’s worst war is about to get even worse
Sudan’s horrific civil war is set for a fresh escalation as the paramilitary forces battling the army look to open a new front. The Rapid Support Forces, having consolidated power in the West and the South – where they are accused of recent mass killings and acts of genocide – are now eyeing an eastward push to the Kordofan region. Sudan’s civil war, now in its third year, has already displaced at least 13 million people, forcing some four million into neighboring countries. Estimates of the death toll run to 400,000. The US yesterday called for an arms embargo against the RSF, but the effect is unclear: a recent Washington-brokered ceasefire disintegrated within days.
South Sudan President Salva Kiir prepares to welcome Uganda's President Yoweri Museveni at the Juba International Airport, ahead of meetings aimed at averting a new civil war after South Sudan's First Vice President Riek Machar was placed under house arrest, in Juba, South Sudan April 3, 2025.
South Sudan’s president fires another VP
President Salva Kiir continued to take a wrecking ball to his country’s leadership structure this week, firing Benjamin Bol Mel, who was one of his vice presidents. He also sacked the central bank governor and the head of the revenue authority without giving reasons for the removals. The move comes after President Kiir in March put then-Vice President Rick Machar under house arrest, before charging him with murder in September – Kiir and Machar had entered a power-sharing agreement to end the civil war. Experts are concerned that Kiir’s moves will pull the sub-Saharan state back into civil war, only five years after it ended.
Iran’s water crisis threatens to empty Tehran
Iran may have to evacuate its capital Tehran – home to 10 million people – if it doesn’t rain by December, according to its President Masoud Pezeshkian. The water crisis is due to decades of mismanagement and inefficient agriculture practices, compounded by a lack of access to new technology because of international sanctions. It comes as Iranians are also enduring frequent electricity and gas shortages, heightening the risk that civil unrest could destabilize the regime.
What We’re Watching: UK’s Starmer on the ropes, Mexico’s Sheinbaum beefs up security in wild West, Hamas fighters trapped in their own tunnels
UK Prime Minister Keir Starmer leaves 10 Downing Street in London, United Kingdom, on November 12, 2025.
Is the UK’s prime minister heading for the exit?
Just 18 months after Sir Keir Starmer’s Labour Party won a 174-seat majority in Parliament, he’s now clinging to power, with reports that he could be removed when he announces the budget in two weeks’ time. His allies say he will fight any attempts from within the party to oust him. Why is Starmer struggling? The economy is stagnant, he can’t unite his party, and he hasn’t crafted a clear vision for the country amid pressure from both the left and the right. To initiate the removal process, though, 20% of Labour MPs must nominate a challenger. Will any of Starmer’s allies turn on him and run against the PM?
Mexico’s president vs. the narcos of Michoacán
Mexican President Claudia Sheinbaum is facing a major test of her security policy in the cartel-riddled western state of Michoacán, where the recent assassination of a popular mayor has sparked protests. Sheinbaum has sent in an additional 1,000 federal troops, bringing the total deployment to 10,000, and pledged $3 billion to boost security while also tackling poverty and other root causes of cartel power. Since taking office a year ago, Sheinbaum has pursued a harder line against cartels than her political patron and predecessor, Andrés Manuel Lopez Obrador, in part because of heightened pressure from the Trump administration.
Trapped Hamas fighters put Phase 2 of ceasefire in jeopardy
As Phase 1 of Gaza's ceasefire nears its end, 200 Hamas fighters who are not being allowed to leave tunnels in Israeli-controlled Rafah have emerged as a critical obstacle. Hamas wants them to be granted safe passage to Hamas-controlled areas – an idea that US special envoy Steve Witkoff was amenable to in exchange for the terrorist group disarming. However, Israel is reluctant to allow them to go free. Phase 2 negotiations began yesterday, which will require Hamas disarmament, IDF withdrawal, a transitional government, and international peacekeepers. But resolving the tunnel standoff comes first. Even then, documents obtained by Politico reveal Trump administration officials harbor deep doubts about whether both sides will follow through on Phase 2.
What We’re Watching: Modi tested in India elections, Iraq election promises little, Cambodia-Thailand truce on the rocks
An Indian security personnel stands guard as women voters queue to cast their ballots at a polling station during the Budgam Assembly constituency bypoll in Budgam district, Jammu and Kashmir, on November 11, 2025.
Local election test for India’s prime minister
The state of Bihar, population 174 million, is holding local legislative elections seen as a test for Prime Minister Narendra Modi and his ruling BJP party, which is currently in power there. Local parties aligned with the opposition Congress party are posing a stiff challenge in an election focused on poverty alleviation (Bihar is India’s poorest state) and competing welfare schemes for female voters, who are now an important bloc. But with Modi under broader economic pressure from US tariffs and Russian oil sanctions, a loss in Bihar would be a bad omen. Adding to his woes, authorities are still seeking those responsible for a terrorist attack that killed 13 outside the historic Red Fort in Delhi yesterday.
Iraq’s election pits Washington against Tehran
Iraqis head to the polls today to vote for the country’s 329-member parliament, largely disillusioned over what they see as an election that will just be used to figure out how to divide the Middle East country’s oil reserves. That’s not the top concern for Iraqis: endemic corruption, inadequate services, and high unemployment are also leaving voters frustrated. The next Parliament will also have to contend with a delicate foreign policy balance: they must placate dozens of armed groups that have Iranian ties, while the US pressures them to dismantle these groups. Prime Minister Mohammed Shia al-Sudani’s party is forecast to win the most seats but fall short of a majority.
Cambodia and Thailand suspend Trump-brokered peace deal
On Monday, Thailand suspended peace talks with Cambodia after two soldiers were killed by a landmine in disputed border territory. The two countries had been planning to start negotiations to release prisoners of war tomorrow, but that has now been called off. Cambodia denies laying new landmines – saying they are the remnants of three decades of war in the region. The two-week old Donald Trump-brokered peace agreement now hangs in the balance. The US president initiated the ceasefire by threatening to stop tariff negotiations if the conflict continued – will he intervene again to get it back on track?
What We’re Watching: Longest-ever US shutdown coming to an end, Georgia Dream making one-party rule reality, Syria’s president in Washington
Senate Minority Leader Chuck Schumer (D-NY) heads back to his office following a press conference at the U.S. Capitol on November 5, 2025 in Washington, D.C. The shutdown of the Federal Government has become the longest in U.S. history after surpassing the 35 day shutdown that occurred during President Trumps first term that began in the end of 2018.
US shutdown heads toward end as eight Democrats give in
Eight Senate Democrats joined almost every Republican to advance a continuing resolution that would fund the government through January and end the longest-ever US shutdown. Other members of the Democratic caucus were fuming. They had been demanding that any funding bill included an extension of healthcare subsidies, as premiums are set to rise, but all they received was a guarantee of a vote on this by the second week of December. Republicans did make concessions, though: they proposed offering healthcare funds directly to households, agreed to reverse the firings of thousands of government workers, and ensured there’d be backpay for furloughed federal employees. The Senate must formally pass the bill before it moves to the House and then to the president’s desk.
BUT BUT BUT. The decision to end the shutdown might help Democrats politically. If healthcare premiums rise, voters may well blame the party in power (Americans also tend to trust Democrats more than Republicans when it comes to healthcare), giving Dems a potential midterm boost. Healthcare was central to Democrats’ successful 2018 midterm campaign during US President Donald Trump’s first term; could history repeat itself next year?
Georgia’s ruling party sentences opposition leaders, attempts to outlaw opposing parties
In Georgia, the ruling Georgian Dream (GD) party has charged eight of the country’s leading opposition figures with plotting to overthrow the government. Their potential 15 year prison sentences come as the pro-Russia GD has asked the judiciary – which is beholden to the government – to outlaw the three largest opposition parties, cementing one-party rule in the country.
Syrian president at the White House
Is there a more improbable life arc in global politics right now? Fifteen years ago, Ahmed al-Sharaa was an al-Qaeda jihadist, jailed by Iraq’s US occupiers. Today, a year after overthrowing Bashar al-Assad, he will meet with Trump at the White House, as president of the new Syria. Recent months have been a whirlwind of Sharaa aura: he’s gotten Western sanctions dropped, flirted on-air with a prominent American news host, shared a panel with his former jailer, and shot hoops with US military commanders. But the new Syria is still a fragile project, beset by horrific sectarian violence, concerns about democratic legitimacy, and tensions with Israel. What will al-Sharaa want from Trump, and what will the US president demand in return?
What We’re Watching: Orbán seeks Russian oil carveout from Trump, Nigerien uranium to pass through risky area, Israel hits southern Lebanon
US President Donald Trump and Hungary's Prime Minister Viktor Orbán shake hands as they pose for a photo, at a world leaders' summit on ending the Gaza war, amid a US-brokered prisoner-hostage swap and ceasefire deal between Israel and Hamas, in Sharm el-Sheikh, Egypt, on October 13, 2025.
MAGA’s European hero comes to Washington – with a mission
Hungarian Prime Minister Viktor Orbán will visit the White House today to try to convince US President Donald Trump to allow him to continue purchasing Russian oil despite new US sanctions on Russia’s two largest oil firms. Oil refineries in China and India – the largest two buyers of Russian oil – are already exploring alternatives. But Orbán is hoping he can leverage his personal and ideological connection to Trump to gain a carveout. Landlocked Hungary relies on Russian pipelines for nearly 90% of its oil, though other non-Russian import routes via the Balkans are also possible. With the opposition surging ahead of next April’s election, there’s a lot on the line for Orbán. Will Trump give his mate a favor, or put his foot down?
Will Nigerien uranium reach Russia?
French officials believe Russian nuclear giant Rosatom struck a $170-million deal with the ruling military junta in Niger to purchase 1,000 tons of uranium from a mine formerly run by a French firm. The reported deal is the latest sign of Russia’s growing influence in the region, at the expense of the former colonial power, France. The greater concern with this purchase, though, could be that the uranium will have to pass through areas of Burkina Faso that are controlled by jihadist groups. Islamist militants are gaining momentum in West Africa – they have the Malian capital surrounded – sparking concern among governments in the region.
Israel attacks southern Lebanon
Israel temporarily breached its ceasefire deal with Lebanon on Thursday, issuing evacuation orders before bombing buildings in southern Lebanon it claimed were a part of Hezbollah’s military infrastructure. One person was killed and three were injured, per media reports. The Israeli military said the strikes were due to Hezbollah rebuilding its military capabilities, despite the Lebanese government agreeing to disarm the group. Fears are rising in Lebanon that Israel may resume major airstrikes if Hezbollah doesn’t give up its weapons soon, but Lebanon's government worries about inflaming local tensions if they push Hezbollah too aggressively.
What We’re Watching: Milei sticks to his guns, Putin gets ready to test, Central Asia comes to Washington
Argentina's President Javier Milei gestures after the La Libertad Avanza party won the midterm election, which is seen as crucial for Milei's administration after US President Donald Trump warned that future support for Argentina would depend on Milei's party performing well in the vote, in Buenos Aires, Argentina, on October 26, 2025.
Argentina’s Milei says no float just yet
Argentine President Javier Milei says he still won’t float the peso freely, signaling he’ll continue to spend his country’s central bank reserves to artificially manage the exchange rate until the 2027 presidential election. Why is that a big deal? Just last month, ahead of the midterm elections, Milei got $2 billion from the United States – as well as a $20 billion credit line – to shore up dwindling reserves. Keeping the currency strong is part of his broader effort to bring down inflation, which includes taking a chainsaw to government spending. But investors expected that after the midterms – which he won handily – he’d move in a more market- friendly direction, letting the peso float. So much for that. If the policy puts reserves in danger again, will the self-styled “anarcho-capitalist” president get another bailout from Tío Sam?
Putin signals he’s ready to match any new US nuclear tests
Just days after US President Donald Trump announced that the Pentagon would resume nuclear testing – without going into some key details – Russian President Vladimir Putin signaled he is ready to do the same, asking members of his security council yesterday for proposals. Neither country has tested a nuclear warhead in decades, although both still test and maintain delivery systems such as rockets and missiles. A return to actual warhead testing could provoke a dangerous new arms race at a time when arms control agreements are already withering fast. For more, see our recent report here.
The ‘stans come to stan Trump
The leaders of the five Central Asian republics – can you name them? – will meet with Trump at the White House today. Russia has long dominated the resource-rich former-Soviet region, but China has made significant commercial inroads in recent years. Trump is seeking greater US access to critical minerals and other resources there, while the Central Asians – wary of both Russian intentions and China’s heft – are keen to diversify their economic and security ties. (Btw, the five are: Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan. Did you get ‘em all?)