Geopolitics

For much of the post-war period, the Global South was framed as an object of history, defined by dependency, constrained by structural asymmetries, and confined to the margins of global decision-making. That narrative, once empirically grounded, is now no longer adequate. A profound yet uneven transformation is underway. The Global South is no longer only reacting; it is increasingly shaping rules, institutions, and narratives.This Policy Brief argues that the Global South is thus t ...

Cet essai analyse la guerre Iran–États-Unis–Israël de 2026 comme un révélateur de la transformation profonde de l’ordre international. À travers le prisme du droit de la mer, du détroit d’Ormuz, des alliances fragmentées, des câbles sous-marins et des flux énergétiques, il montre que le pouvoir mondial se déplace progressivement du contrôle des territoires vers la maîtrise des infrastructures de circulation. Loin de disparaître, la mondialisation entre dans une phase de connectivité ...

The Green March is one of those seminal moments that have never ceased to influence the course of political events in Morocco, because of its long-term significance from the outset, the context in which it unfolded, the logic of interactions in which it was embedded through its causes and effects, and as one of the striking figures in the national narrative. ...

We take the 2026 G7 Summit in Évian-les-Bains as a case study for understanding how a leading existing multilateral organisation adapts to a more fragmented, technologically inflected, and multipolar world. We argue that the significance of Évian lies less in the summit agreements themselves than in what the summit reveals: a qualitative shift in governance away from exclusive summit diplomacy and towards more selective coalition-building, broader engagement with non-state actors, a ...

This Policy Paper has also been published in French and Spanish by Le Grand Continent Morocco offers a compelling example of how a middle-income economy can navigate a more fragmented global environment, characterized by weak growth and slower convergence. Since 2022, economic activity has remained relatively strong, with growth exceeding that of many comparable economies. Non-agricultural growth has averaged 4.4% since 2022, around 1.3 percentage points above its historical av ...

L’Afrique atlantique émerge aujourd’hui comme un espace de réflexion stratégique majeur. Longtemps envisagée sous l’angle de sa fragmentation ou de sa marginalité relative dans les grands récits géopolitiques, cette façade maritime tend désormais à être appréhendée comme un ensemble en devenir, structuré par des dynamiques géopolitiques, économiques et sécuritaires de plus en plus intenses. C’est dans cette perspective qu’a été initié le Africa Maritime Symposium (AMS), dont la ...

History devotes considerable attention to the rise and fall of great powers. Scholars have spent centuries analyzing why empires collapse, why nations decline, and why dominant states eventually lose their position. By comparison, relatively little attention has been devoted to a different question: what happens when a country succeeds beyond its own expectations? ...

Global imbalances are back—and this time the risks look different. The 2008 financial crisis showed how persistent current-account deficits and surpluses between major economies can fuel financial instability and trigger sudden, severe reversals of capital flows. After almost two decades, many thought that episode had been resolved. It had not. New imbalances have built up, with a familiar cast: China, Germany, Japan, and oil exporters running large surpluses, and the United States ...

Fin mai 2026, des frappes israéliennes ont visé les abords du château de Beaufort (Qalaat al-Chaqif), près de Nabatiyeh, avant que l'armée israélienne n'en annonce la prise. Ce fait soulève une question centrale : pourquoi une hauteur fortifiée au Moyen Âge conserve-t-elle une valeur militaire à l'ère des satellites, des drones et des missiles de croisière ?Le présent Policy Brief tente de démontrer que la valeur de Beaufort est géographique avant d'être idéologique ou technologique ...

At the end of May 2026, Israeli airstrikes targeted the surroundings of Beaufort Castle (Qalaat al-Chaqif), near Nabatiyeh, before the Israeli army announced that it had captured the site. This development raises a fundamental question: why does a medieval fortified hilltop retain military value in the age of satellites, drones, and cruise missiles?This Policy Brief argues that Beaufort's significance is geographical before it is ideological or technological. Overlooking the Litani ...

La Marche Verte ne peut être perçue seulement comme un événement daté, historiquement situé, une action accomplie et achevée. L’événement n’a pas fini d’apparaitre comme un processus aux prolongements très variés, aux conséquences multiples, étalés sur le temps et déployant leurs effets jusqu'à aujourd’hui. ...

Geopolitical rivalries, and especially the competition for access to critical minerals, could be an opportunity for Africa. The objective of African mineral exporters is to diversify their partners and increase processing and value addition on the continent in order to create jobs and enhance export revenues.[1] To succeed, African exporters of critical minerals need to strengthen their coordination and develop joint infrastructure projects and regional value chains. The creation of ...

This article draws in part on perspectives shared by members of the Rihla Initiative for Green Economic Growth, whose regional insights helped inform the sections on how the costs of the war are being felt across the Global South. The war on Iran and in the Gulf has made it impossible to treat the Strait of Hormuz as a regional issue. The disruption around the Strait has moved through the world economy in concrete ways, from higher fuel bills and pressure on food and fertilizer ...

It is a golden object—shining, impressive, 36.8 centimeters tall, crafted from 18-carat gold and bronze. A replica of a monumental four-meter-high work of art standing in Geneva’s Ariana Park, near the United Nations Office, it bears the title Reflections and Dreams, created by Azerbaijani artists Salhab Mammadov and Ali Ibadullayev. Hands rise from the earth, supporting a globe, reaching toward eternity. ...

This essay argues that the current debate about the future of the international monetary system is not really about Gulf currencies, oil pricing, or de-dollarization in the narrow technical sense. It is about something deeper and more important: whether institutional trust can survive when geopolitical certainty is eroding.The Gulf monarchies—Saudi Arabia, the United Arab Emirates, Qatar, Kuwait, Bahrain, and Oman—increasingly exist in a world where the United States no longer looks ...

Le rapport annuel sur la géopolitique de l’Afrique est cette année à sa dixième édition, cela fait donc dix ans que le Policy Center for the New South consacre à l’Afrique une tribune par laquelle les africains tentent de récupérer le narratif sur leur continent. Ce chiffre 10 n'est pas anodin : il marque la maturité d'un projet éditorial fondé sur une conviction simple mais exigeante : l'Afrique doit se penser elle-même, depuis elle-même, avec les instruments analytiques ...

The energy shock caused by the war between the United States and Israel and Iran has highlighted the need for Africa to refine more of its own crude oil. Africa is a net hydrocarbon exporter, but remains stuck in the old colonial economic model: it mostly exports raw materials and imports refined products. Africa exports about 2.6 billion barrels of crude oil every year, and imports about 1.4 billion barrels of refined products. This is a problem for two reasons. First, Africa ...

Driven by its mission to reflect on and analyze the major geopolitical, economic, and societal transformations shaping the contemporary world, and with a view to contributing to knowledge-sharing and disseminating the main outcomes of its research program, the Policy Center for the New South regularly publishes collective volumes addressing issues of particular importance to Morocco, Africa, and the broader Global/New South. In this spirit, the Center has recently released two volum ...

The meeting between Donald Trump and Xi Jinping in Beijing this week goes far beyond the traditional framework of a bilateral encounter between the world’s two largest economies. In many respects, it is a symbolic moment in the transition toward a new international order—one increasingly shaped not only by great-power competition but also by the Global South’s growing political consciousness and strategic relevance. ...