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Palestinian Hamas and Islamic Jihad fighters form a human chain in front of the crowd gathered near the family home of slain Hamas leader Yahya Sinwar, where the Hamas militant group prepares to hand over Israeli and Thai hostages to a Red Cross team in Khan Yunis, on January 30, 2025, as part of their third hostage-prisoner exchange..
Israel hunted Yahya Sinwar — the Hamas leader and mastermind of the Oct. 7 attack — for over a year. He was hidden deep within Gaza’s shadowy tunnel networks. Surrounded by guards and shielded by hostages, he remained untouchable — until he wasn’t. In Rafah last October, Sinwar was killed not in a targeted operation but during a routine skirmish with a patrol unit. It was only after the smoke cleared that Israeli troops even realized they had taken out their No. 1 enemy.
His death marked a turning point for Hamas, and the leadership role fell to his brother, Mohammed Sinwar, the chief planner behind Gaza’s tunnel infrastructure and Hamas’ former head of logistics and manpower. Six months into his leadership, the question looms: Where does the group stand today?
Then: Under Yahya Sinwar, Hamas operated from a position of relative strength, calculating that the time was right for the group to attack Israel, believing that Iran and Hezbollah would follow suit and that the humanitarian crisis that would inevitably follow in Gaza would only benefit Hamas by spurring international backlash against Israel.
Mohammed Sinwar assumed control of the group at a time of growing weakness. The wider regional response his brother had counted on never materialized. Iran is increasingly focused on domestic stability, and Hezbollah is now badly weakened. And while Israel has faced international criticism for its actions in Gaza, it continues to receive robust military support from key allies like the United States.
Now: Eighteen months into Israel’s ground campaign in Gaza, Hamas is militarily diminished, organizationally disjointed, and politically weak. Since the breakdown of a ceasefire in March, Israeli attacks on the enclave have resumed, and the already catastrophic humanitarian crisis has only deepened amid restricted aid deliveries.
“Hamas is less cohesive than it probably has been at any point in the last decade,” says Jonathan Panikoff, director of the Scowcroft Middle East Security Initiativeat the Atlantic Council. “There seem to be major shortages in their military arsenal.” Their only remaining leverage, he notes, is the 59 hostages still believed to be held in Gaza – of whom only around 24 are thought to be alive.
Yahya Sinwar was able to seamlessly coordinate between Hamas’ regional allies, its political arm — the Council of Five based in Doha, Qatar — and its fighters on the ground. However, under the leadership of his brother, that cohesion has broken down. Now, the Council, which would be central to any future ceasefire negotiations, is seen as “too far removed politically,” Panikoff says.
“They're not going to be able to control what happens on the ground in Gaza if there’s a disagreement between those on the ground in the strip and the Council.”
Since Hamas came to power in 2007, the group has maintained its grip by controlling access to jobs, presenting itself as the vanguard against Israeli occupation, and, of course, by having a zero-tolerance policy for dissent.
But in recent weeks, public frustration has begun to boil over. As the humanitarian crisis deepens, protests have erupted inside Gaza — most notably in early April, when hundreds of Palestinians marched through Beit Lahia in the North, demanding that Hamas relinquish control and end the war with Israel.
Still, Panikoff cautions against overstating the momentum behind the movement: “At the end of the day, it’s still Hamas that has the guns and the weapons. Even with protests, it’s hard to imagine the people of Gaza being able to mount a meaningful uprising.”
Inside Hamas, however, cracks may be forming. Panikoff notes that some within the lower ranks are ready for the war to end. “After a year and a half of fighting, weapons and ammunition are running low. Resupply from Iran is going to be harder than before. I have no doubt there are many who would prefer that Mohammed Sinwar cut a deal — release the hostages, bring Palestinian prisoners home, and move on.”
But Sinwar himself isn’t signaling that he is ready to listen to them anytime soon. While mediators from Qatar and Egypt put forward a new plan to end the conflict in Gaza last week, it hinges on Hamas relinquishing its arms and a full Israeli withdrawal from Gaza, something that Panikoff says “will probably never be realistic.”
“We’re stuck in this cycle, and I don’t know how you get out of it.”
A gunman stands as Syrian security forces check vehicles entering Druze town of Jaramana, following deadly clashes sparked by a purported recording of a Druze man cursing the Prophet Mohammad which angered Sunni gunmen, as rescuers and security sources say, in southeast of Damascus, Syria April 29, 2025.
Israel on Wednesday killed at least one Syrian security services operative in a drone strike outside Damascus that it said was meant to stop an “extremist group” from attacking a Druze village.
The strike came after clashes between government-allied forces and Druze gunmen on Monday left at least 22 people dead after a Druze leader was accused of insulting the Prophet Mohammed.
Who are the Druze again? A tight-knit Arabic-speaking ethnoreligious group who follow a thousand-year-old syncretic offshoot of Islam. They are spread throughout Syria, Lebanon, and Israel, and are often stigmatized as heretics by Muslim fundamentalists.
The background: Sectarian violence has been a major challenge for the government of Syrian President Ahmad al-Sharaa, who led the jihadist opposition that overthrew the Assad regime last December. Al-Sharaa, a former al-Qaida member, has tried to style himself as a reformist statesman.
Why is Israel involved? Israel, keen to preempt any perceived threats from the new Syria, has bombed Syrian military facilities and unilaterally created a “buffer zone” in the country’s Southwest. It has also backed Syrian Druze communities, warning the Syrian government not to “harm” them. The connection between Israel and the Druze goes back decades: Druze in Israel are fiercely loyal to the state and are the only Arab community that serves in the IDF.
The upshot: As al-Sharaa struggles to stabilize and rebuild a country wrecked by war and strangled by sanctions, sectarian tensions are escalating into a regional issue that is only making his task harder.
Visite d’Etat de M. XI Jinping, Président de la République populaire de Chine, en France en presence de Ursula Von der Leyen
5: China lifted sanctions on five European Union lawmakers on Wednesday as Beijing seeks to balance the growing trade war with the United States by warming ties with Europe. The sanctions were originally imposed on members of the European Parliament’s Subcommittee on Human Rights in relation to European condemnations of human rights abuses against Uyghur minorities in Xinjiang.
500: Two Harvard University reports on anti-Muslim and antisemitic sentiment on campus released Monday stretched to over 500 pages cumulatively, noting that sizable minorities of Muslims (47%) and Jews (15%) did not feel physically safe. The reports, which were commissioned before the Trump administration took office, also showed that 92% of Muslims and 61% of Jews feared professional and academic repercussions for expressing political beliefs.
18: Turkish police have arrested 18 municipal employees in Istanbul as part of a growing crackdown against city Mayor Ekrem Imamoğlu, who was imprisoned last month. Imamoğlu is widely considered the only opposition figure able to go toe-to-toe with President Recep Tayyip Erdoğan in the next presidential election, but legal obstacles may effectively bar him from running. The municipal employees were among a group of 52 detained over the weekend, and are accused of taking bribes and participating in criminal conspiracy.
1 billion: Argentines deposited $1 billion in US dollars into their bank accounts over the last eight business after the government lifted restrictions on buying US currency following five years of strict controls. The dollar’s relative value has been sliding under the Trump administration and hit a three-year low last week after the president repeatedly criticized the chair of the Federal Reserve.
350,000: What stretchy inanimate thing killed 350,000 people in 2018? One word. Are you listening? Plastics. More specifically, chemicals that are added to the plastics that we encounter in everyday items like food packaging, lotions, and shampoos. A new study suggests that these “phthalates,” as they’re called, contributed to hundreds of thousands of deaths from heart disease, especially in emerging economies where middle-class consumption has grown rapidly in recent decades.
How Trump fails, nuclearization, geopolitics on AI, and more: Your questions, answered
This is the third and last mailbag of the spring season. Check out the previous two here and here. I will resume the newsletter’s regularly scheduled programming next week, but I hope you’ve found this detour from long-form columns valuable and that I’ve covered some of the things that might have been on your mind.
Here we go (as always, questions lightly edited for clarity).
Gun to your head, what Democrat stands the best chance of becoming president in 2028?
Given how much the country – and the world – will change in the next couple of years, I suspect it'll be someone that nobody has on their shortlist right now. Or did you put money on “The Apprentice” host changing the course of history back in 2013?
School taught us the Founding Fathers created a government of checks and balances, yet I don't see Congress stepping in to curb a dictator-type president. Why?
The system of checks and balances the framers designed in 1787 is resilient, but it has never been failproof. After all, the Constitution is a piece of paper – it isn’t self-enforcing. Ben Franklin’s “a republic, if you can keep it” shows the Founding Fathers recognized as much. One of the things the system needs to work is vigorous conflict between the branches. In other words, elected officials (looking at you, lawmakers) need to be willing to put duty to their office and their country above loyalty to their party.
But the modern American political system, with nationalized parties facing nationalized interests, nationalized polarization, and nationalized partisan media, has no ambition “to counteract ambition” as James Madison intended. This is especially true in Donald Trump’s GOP, which is cowed by the president’s political hold over the Republican voter base and media ecosystem. There’s also a big collective action problem – no one wants to be the first to stick their neck out, at least not until the crisis gets “big enough” to merit losing their jobs.
Given that virtually all of Trump’s actions are via executive orders and, therefore, can be overturned by the next administration, how big of a long-term effect do you think he will have?
Quite big. He’s setting precedents with the destruction of democratic norms, politicization of institutions, erosion of the rule of law, and expansion of executive authority that the next president will be able to build on if they so choose. As my colleagues and I flagged in this year’s Top Risk #2, Rule of Don, “Once precedents are broken by one party, the other tends to follow suit more easily.”
And let’s keep in mind there’s a decent chance the next president is someone Trump effectively anoints, which – presuming he’s still around after 2028 – could mean he’d still have a lot of direct influence. This assumes that free and fair elections are not materially disrupted through the weaponization of the “power ministries” (Justice Department, FBI, IRS). It’s far from my base case given state and local administration of elections, but still, a fatter tail risk than I’m comfortable with.
What’s the most likely way Trump can fail?
After hubris comes nemesis. The pattern is relatively familiar: Trump overplays his hand by picking more and bigger fights than he can win, gets kicked in the head by reality, and is either forced to backtrack or suffers a decline in the polls that threatens to splinter off Republicans in Congress and constrains his ability to implement his agenda.
Whether it’s China responding forcefully to the tariffs, markets revolting against attacks on Fed chair Jay Powell, or Harvard defending its academic independence, we’re already seeing meaningful snapback functions limiting the president. Not from traditional institutions, the courts, or multilateral treaties, but from powerful forces domestically and internationally that are refusing to take it on the chin. When you want to live by the law of the jungle and claim the title of apex predator, you have to win the big fights.
Will Trump’s dramatic “you are on your own” security messaging drive more countries to acquire their own nuclear weapons?
Absolutely, it’s a rational thing to consider in a G-Zero world. I doubt any of them will go nuclear over the next four years, but America’s unreliability already has a number of US allies and partners searching for alternatives to the US umbrella. Germany is likely to work out some form of nuclear-sharing with France and the United Kingdom, whose umbrella could extend across Europe and cover Poland as well. The Poles are also openly contemplating developing independent capabilities. South Korea and Japan are more likely to get their own nukes as a deterrent to Chinese aggression. The big open question is the Middle East, where Saudi Arabia (and maybe Turkey?) could also go down this path if Iran negotiations fail. Bottom line, we’re headed for an era of nuclear proliferation.
What did you think the G-Zero meant? Vibes? Papers? Essays?
How should Canada manage the small but important risk of invasion from the US?
By continuing to make clear that the threat is unacceptable – a view shared by a large majority of Americans, too. As Canadians just did by electing Mark Carney as prime minister, something that was unthinkable only a couple of months ago when his Liberal Party was dead in the water. That should tell Trump (who, by the way, had already ruled out direct military intervention) everything he needs to know about Canadians’ reaction function to foreign aggression.
Can American power be used to stop the bloodshed in Gaza and broker any kind of durable Israeli-Palestinian peace? Should it?
Should it? Of course. Can it? Not in any way that seems politically plausible. After all, Trump is even more pro-Israel than Biden was, and that was a high bar to clear already after what we saw last year. He doesn’t care about the well-being of the Palestinian population. And beyond Biden and Trump, most American voters don’t care enough about foreign lives to change their leaders’ calculus.
Absent heavy political pressure from Washington that isn’t coming, Prime Minister Benjamin Netanyahu has little reason to ease the pressure on Gaza, let alone to enter a broader peace process that could end his political career and maybe even land him in prison. Not only does he need to keep the far-right faction of his coalition onside, but most Israeli citizens now support the continuation of the fighting … and no longer support a two-state solution.
How do you think it will end between Ukraine and Russia? Will the Ukrainians be able to get their lands back?
Ukraine will be de facto partitioned, as we said in last year’s Top Risks report. That may be uncontroversial now, but it wasn’t a popular call to make in January 2024, when most of the West (to say nothing of the Ukrainians) was still demanding that Ukraine get all its land back. It wasn’t going to happen then, and it isn’t going to happen now. That would still be true if Kamala Harris had won the US presidency. Even Ukrainian President Volodymyr Zelensky acknowledges that Ukraine is militarily incapable of retaking all its territory, while Russia won’t agree to a voluntary return. The question is how much each side will lose – and how much leverage each will gain – by the time they decide enough’s enough. That time just hasn’t arrived yet.
How do you think AI will impact geopolitics by 2040?
I expect we will not recognize our geopolitical order. International relations presume a state-based system with major powers cooperating and competing in the diplomatic, economic, and security realms. Artificial intelligence will blow that premise out of the water. As the digital realm becomes the dominant geopolitical arena, we will shift to a hybrid order where technology companies and governments compete for influence.
States will either completely integrate AI into their systems of governance and decision-making or they’ll be left behind by non-state actors that are growing increasingly sovereign not just in the digital space but in society, the economy, and national security. Closed political systems will have an evolutionary advantage, as power will lie with whoever controls the most data. Open systems will increasingly move toward more centralization, lest they become marginalized in global influence.
In the long run, would you bet against the US? Is it still the land of opportunity?
I’d bet against all national governments in the long run. They are too slow-moving to adapt to what’s coming. Many people living in today’s United States may well continue to thrive in this future. But it will increasingly be up to us – not governments – to make ourselves fit for purpose.
If 75% of the world’s economy and 95% of the world’s population keep globalizing, especially its fastest-growing parts, is it accurate to talk about deglobalization?
No, you’re right, the world as a whole is not deglobalizing. Certainly not digitally, less so once the AI revolution goes truly global. But it is accurate to talk about the United States actively deglobalizing and the US-China relationship decoupling. Both of which have massive structural, long-term implications.
How can we return to a state where facts are less strongly disputed? Can social media ever recover from having become a manipulation-friendly propaganda machine?
Two small but useful, pro-social ideas to start. First, only verify actual people, not bots. Second, make platforms legally responsible for the content created and shared by large accounts that they algorithmically promote. The goal is not to constrain free speech – which, to be clear, should be protected according to our constitution and laws – but to weaken the present incentives to intentionally engineer and maximize outrage and anger to drive user engagement at the expense of our societies and democracies.
Why should I care so much about what’s going on in the world? It feels like it’s more of a headache than anything else. I am doing nothing with all the information that I absorb except complain, get angry, stand in disbelief, and of course, enjoy a lot of memes. But it weighs on me, and sometimes I wonder what the point is.
Because it involves your fellow humans. They’re just like you, only slightly more irritating. And they’re all we have. They’re worth caring about, even if you, your family, and your friends are all doing just fine. Because those people suffering in lands near and far could be you, your family, or your friends. That they aren’t is just an accident, luck of the draw. As John Donne wrote, “No man is an island, entire of itself; every man is a piece of the continent, a part of the main.” If you hear a bell tolling … it may well be tolling for you, my friend.
With all of the chaos unfolding in the US, do you ever wish that you were back in Antarctica?
Not in the slightest. It’s way too cold, and there’s nothing much interesting happening there. Though the whole no Wi-Fi thing would be occasionally welcome.
Does Moose profit from your use of his name, image, and likeness? If not, can I offer him some pro bono legal assistance?
Moose is in it for the art, not the money. Plus, he’s family. He gets two, sometimes three, meals a day – even on days when his content doesn’t perform very well.
Hear: the sounds of lost souls. In 1964, as US involvement in Vietnam was deepening, the US army unveiled a terrifying new psychological weapon. Sound designers working with early audio editing technology made harrowing soundscapes featuring the “lost souls” of North Vietnamese soldiers whose bodies hadn’t been properly buried. The wailing and shrieking of these “souls” – in reality, they were the voices of local US army employees – was broadcast via speakers at night in the jungles around villages thought to be sympathetic to the Communists. The idea, cooked up by army psyop experts and Madison Avenue advertising mavens, was to tap into deep-seated Vietnamese fears about the spiritual anguish of being left unburied. This Radiolab episode tells the whole story and makes a (perhaps imperfect) parallel with the recorded voices of America’s own dead. – Alex K
Read: “Ministry of Time,” by Kaliane Bradley. If you are fascinated by the ill-fated 1840s explorations to find the Northwest Passage – an Arctic link between the Atlantic and Pacific Oceans – you will enjoy this fictional, time-traveling romp, which focuses on Lt. Graham Gore, who was aboard the doomed HMS Erebus when it went missing. The “Ministry” of the title rescues Gore from death and throws him two centuries forward into modern London, where the story follows his struggle to understand today’s world amid a budding romance with an unnamed minder from the Ministry. It’s the debut novel from Bradley, a British-Cambodian writer who started it as a fan fiction of sorts. While you could poke holes in the plot, it’s intriguing, fast-paced, and will leave you wanting a sequel. Alas, she hasn’t committed to one – yet. (Perhaps the Ministry knows more than we do about this!) – Tracy
Read: “Too Much Happiness,”by Alice Munro. Munro never ceases to amaze me, and this collection of 10 short stories that my editor, Tracy Moran, plucked out of one of those free library boxes for me, is no different. Each is so full of humanity, empathy, and powerful portrayals of women’s experiences. If the election this week is inspiring you to read something Canadian, I highly recommend this collection. – Riley
An armored vehicle of Nigerian Security Forces drives by newly built homes, ahead of the community re-opening ceremony which was destroyed by Boko Haram armed militants in 2015, in Ngarannam, Borno State, Nigeria, October 21, 2022.
There has been a rise in attacks in northeastern Nigeria by Boko Haram and a rival group called the Islamic State West Africa Province, spurring concerns that jihadists might be making a strong return in the region. At least 22 people were killed in attacks over the weekend in the northeastern states of Adamawa and Borno, and another 26 died on Monday when a bomb exploded in two vehicles in Borno.
According to the Institute for the Study of War, Salafi-jihadi groups are gaining strength in parts of Nigeria beyond their usual strongholds in the northeast. In the north-central and northwestern regions, these groups are linked to Boko Haram, al-Qaida, and Islamic State branches in West Africa.
Why it matters? Jihadist groups in Nigeria are suspected of working to expand al-Qaida and Islamic State operations near the Gulf of Guinea and the Sahel – a major region economically, holding 2.7% of the world’s gas reserves and 4.5% of its oil.
Experts have been warning that weaker international and regional counterterrorism efforts were allowing terrorist groups to grow and increasingly cooperate, spreading instability across an already fragile, and economically critical, region.A member of the Syrian security forces gestures next to a vehicle at the entrance of the Druze town of Jaramana, following deadly clashes sparked by a purported recording of a Druze man cursing the Prophet Mohammad, which angered Sunni gunmen southeast of Damascus, Syria, on April 29, 2025.
10: At least 10 people were killed in sectarian clashes outside Damascus late Monday. The firefight erupted between pro-government Sunni fighters and gunmen belonging to the Druze minority after a Druze cleric was blamed for an audio recording that insulted the Prophet Muhammad. Containing sectarian violence is a top concern for the post-Assad government as it seeks to rebuild the war-torn country. In response to the violence and threats against the Druze minority, Israel conducted what it called a “warning operation” on Wednesday, targeting an armed group in Syria’s Damascus province.
24-36: Pakistan’s information minister claimed on Tuesday that the country has “credible intelligence” that India may launch a military strike within 24 to 36 hours. The warning follows India’s accusation that Pakistan-backed militants were responsible for an attack in Indian-administered Kashmir last week that killed 26 tourists — a charge Islamabad denies.
2: Donald Trump on Monday reduced the tariff burden on US-based car manufacturers by ensuring that the 25% levies on vehicles and parts don’t pile on top of existing duties, such as those on imported steel and aluminum. He also provided tariff rebates on foreign parts to automakers operating in the US for a two-year period, giving them more time to shift their supply chains.
84: In Germany’s parliament late Tuesday, 84% of Social Democratic Party members strongly supported the party’s proposal to join a coalition government with the Christian Democratic bloc. Friedrich Merz, leader of the center-right party that won the February election, is set to be officially appointed chancellor next week. His main priority? Reviving Germany’s struggling economy.
10,000: Roughly 10,000 cases of acute malnutrition have been registered among children in Gaza so far this year, according to a new UN report. Overall, about 60,000 children there are chronically underfed. Israel has blocked all aid deliveries to the enclave since March 2, saying that Hamas hijacks humanitarian convoys. Dozens of local and internationally run community kitchens have run out of supplies and been forced to close in recent weeks.
3: On Tuesday, after just three months of freedom, Cuban dissident Jose Daniel Ferrerwas arrested again on charges that he had violated his parole agreement. Ferrer, one of the few high-profile opponents of the island’s communist dictatorship, was released earlier this year as part of a Vatican-brokered deal. The Castro regime continues to wield significant influence in Cuba, even amid a crippling economic crisis that has driven more than a fifth of the population abroad since 2022.