Lucy P. Marcus

China is not choosing between Russia and the US — it’s instrumentalising both. Putin arrived in Beijing as the 12th leader to visit Xi this year. @navvortex navigatingthevortex.com/p/not-equal-pa… #Geopolitics #ChinaRussia

Three different populisms in Europe — not one. AfD: uniform threat. PiS: aligned on Russia and NATO, threat on Europe and MAGA. RN: uniformly uncertain. Britain's minilateral hedge sits on the same ground that is shifting. navigatingthevortex.com/p/pdq-britain-… @navvortex #Geopolitics

Xi–Trump wasn't a thaw or a pause — it was the continuation of a managed equilibrium that quietly demotes Russia. Stefan Wolff for @navvortex → navigatingthevortex.com/p/stable-but-n… #Geopolitics #USChina

Europe is building a new security architecture — not inside but across NATO and the EU. @StefanWolff maps the minilateral formats doing the real work and asks if the Weimar Triangle can anchor them all. @navvortex navigatingthevortex.com/p/european-sec… #EuropeanSecurity #Defence

Stefan Wolff's new @navvortex analysis: Putin's leverage requires being either useful or disruptive to Washington and Beijing. The Trump-Xi summit narrows both options. Where Russian disruption surfaces next is the live question. navigatingthevortex.com/p/putin-trump-… #Geopolitics #Russia

Russia's hybrid war against Europe is more structured — and more strategically limited — than most coverage suggests. @StefanWolff maps the full picture and identifies what Europe still needs to fix. @navvortex Russia’s Hybrid War Against Europe #HybridWarfare #EuropeanSecurity

Ten weeks in. Cancelled talks. Araghchi in St Petersburg. A Hormuz proposal Washington won't accept. The diplomatic noise is real — but none of it adds up to a ripe moment. @navvortex @stefwolff explains the structural logic. navigatingthevortex.com/p/us-iran-war-… #Iran #Geopolitics

OPEC lost 7.9 mn b/d in a single month — the largest collapse in cartel history. Iraq –61%. Kuwait –53%. UAE –45%. Saudi Arabia –23%. OPEC's report called it "geopolitical developments to be closely monitored." On Tuesday the UAE quit. Full analysis: navigatingthevortex.com/p/uae-exits-op…

OPEC lost 7.9 mn barrels/day in a single month. Iraq –61%. Kuwait –53%. UAE –45%. Saudi Arabia –23%. Then the UAE quit. OPEC's report called it "geopolitical developments to be closely monitored." The full picture: navigatingthevortex.com/p/uae-exits-op… #OPEC #UAE #UAExit #Energy #Geopolitics

The UAE just quit OPEC. The Gulf energy architecture built in 1945 is over. OPEC's own monthly report didn't mention the war that caused the collapse. Five things you need to know before everyone else catches up: navigatingthevortex.com/p/uae-exits-op… @navvortex

Orbán's exit frees €90bn for Ukraine but doesn't solve: Babiš, Fico, Radev still in play; France/Germany focus on process, not speed; Poland won't open its market. The "bridge-to-Russia" failure looms again: bit.ly/4d6SU8y @navvortex #Ukraine #EU #Geopolitics

Ceasefires tend to collapse as a result of minor incidents that then spiral out of control—my interview with Trevor Phillips on The Times at One: bit.ly/4t8Z5yC via @navvortex @TimesRadio

Three reasons why Israel’s continuing war in Lebanon is a major liability for Trump: bit.ly/4musMYB via @navvortex

Hungary votes Sunday. @stefwolff's analysis for @navvortex: Orbán’s campaign has exposed the fault lines inside Trump’s plan to reshape European politics. Includes an interactive chart — explore it in the article. navigatingthevortex.com/orbans-re-elec… #Geopolitics #Europe

Iran war week 5: AG fired, Army Chief dismissed, pharma tariffs at 100%. Europe eyes Hormuz without the US. China pivots to yuan. Artemis II orbits the moon. OpenAI buys a media co. Every system under pressure simultaneously. navigatingthevortex.com @navvortex #Geopolitics #Iran

Trump claims Iran wants a ceasefire. Iran: that's "false and baseless." Same address: two more weeks of bombing, NATO withdrawal threat. Oil +5%. Treasuries down. Hormuz week two. Credibility gap = market event. @navvortex navigatingthevortex.com #Geopolitics #Leadership #Iran

Iran strikes a Kuwaiti tanker in Dubai port — the war crosses new lines. Diplomatic channels explore deals that leave Hormuz closed permanently. Oil toward $200. South Korea: $22.3bn stimulus. Japan: power grid crisis. navigatingthevortex.com #Geopolitics #Iran @navvortex

Everyone's watching fuel prices. Nobody's watching what comes 6–10 weeks behind: 30% of global fertiliser exports transit Hormuz. Food prices are coming. Read highlights & download the @navvortex report navigatingthevortex.com/p/operation-ep… #FoodSecurity #GlobalEconomy #Iranwar

🎨 What does the unmasking of Banksy mean for privacy, artistic freedom & the value of his work in a global art market that increasingly treats street art as a high-value asset? I’m of two minds about revealing the name, but click if you want to know reuters.com/investigates/s…

Russia is a likely winner of the war against Iran, but only in the short term: bit.ly/4rUzby4 via @navvortex