Report Details
Initial Publish Date
Last Updated: 11 SEP 2026
Report Focus Location: Global
Authors: GSAT, NG
GSAT Lead: SZ
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Global Summary
This week's brief reflects an international environment increasingly shaped by geopolitical escalation, contested trade and growing pressure on critical infrastructure. From the U.S.-Canada tariff escalation and China's new restrictions on Japanese semiconductor materials to Ukraine's deep strike against Russia's gas infrastructure, major powers are increasingly using economic and strategic assets as instruments of competition. The Iran-U.S. war has now produced a dual chokepoint crisis: Hormuz remains effectively closed to Iranian exports while Houthi forces seized the length of Yemen's Red Sea coast, culminating in control of Perim island at Bab el-Mandeb's narrowest point. Across Sudan, Myanmar and the Horn of Africa, attacks on infrastructure, supply routes and shipping lanes continue to outpace the international mechanisms meant to contain them.
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