Oxford Analytica (part of FiscalNote)

The fourth edition of our LinkedIn newsletter is out! This month, we ask how organizations can achieve net-zero when the path to a net-zero economy is paved with uncertainties. Read our article to find out 👇 And don’t forget to sign up to Oxford Analytica Insights, to get each edition directly to your inbox! #energytransition #netzero

Our APAC Singapore office hosted a joint FiscalNote roundtable featuring Oxford Analytica, Dragonfly (part of FiscalNote), and FrontierView (part of FiscalNote), discussing the impact of the US elections on APAC. Led by our fantastic panelist lineup: Nicholas Redman, Richard Henderson, Adam Jarczyk, Barbara Kelemen and Chris Humphrey. The atmosphere was charged with surprise at Trump's victory and the need to plan for the incoming administration's more aggressive stance towards Asia Pacific. The discussions during the event highlighted key concerns such as Sino-American relations, trade tariffs, supply chain challenges, currency volatility, and the overall balance of power in the region. If you have any further questions or would like to delve deeper into any of these topics, please feel free to reach out to either Sarah Gkonos or Gracious Steven. #APAC #USelection

African debt levels may stabilise. Recent IMF reporting suggests a modestly improved African economic outlook. Impacts: ➡ High debt-service burdens will limit funds available for improving livelihoods and boosting growth. ➡ Almost half of African countries suffer from serious macroeconomic imbalances and may be forced to make heavy spending cuts. ➡ Drought-affected countries will see slower growth due to lower agricultural production and reduced hydroelectricity output. ➡ Continued rises in food prices may lead to unrest in some countries. Interested in finding out more? Receive timely summaries of key intelligence reports covering the latest global issues by subscribing to our Geopolitical Outlook – delivered direct to your inbox every fortnight: https://lnkd.in/eb4WXMBg #Africadebt #Africaeconomy #IMF #planning2025

Latin America’s lithium hopes may prove exaggerated. Accounting for a large share of known reserves, much of the region is hoping for an economic boost from lithium demand. Impacts: 👉 China will remain a key player in the sector, raising concerns over Latin America’s China dependency and causing frictions with Washington. 👉 In Peru, risks to lithium projects due to local hostilities will be exacerbated by ongoing political instability and governability issues. 👉 Development delays could encourage a longer-term downturn in demand if electric vehicle technologies develop in other directions. Stay ahead of the developments that matter by subscribing to our Geopolitical Outlook - a fortnightly summary of key intelligence reports, brought to you by FiscalNote Global Intelligence, and featuring insights from Oxford Analytica, Dragonfly and FrontierView. Subscribe now 👉: https://lnkd.in/eb4WXMBg #LATAM #LatinAmericalithium #LatinAmericaChina #energytransition #geopoliticsofenergy

Although nearly 80 million US citizens have already voted, a similar number are expected to vote in person today in an election in which the outcome has rarely been so uncertain. What happens next? See our quote of the week 👇 Subscribers can then access our full analysis of likely developments in the presidential contest: https://lnkd.in/eaectMPD Or to access this and a wealth of timely, impartial and actionable analysis of emerging trends and developments, delivered every working day, register for a trial of the Oxford Analytica Daily Brief : https://lnkd.in/g7Jitf7y #USelection #HarrisTrump #USpolls #USvoting #geopolitics

*Webinar summary* – The Russia-Ukraine war has reached its most dynamic stage since late 2022. Recent Ukrainian incursions into Russia have shifted perceptions of the conflict, yet Russian forces continue advancing toward Pokrovsk and attacking Ukraine’s energy infrastructure. Both sides are pushing for significant gains on the battlefield, which could have profound implications for Europe’s security. Download this summary of our recent webinar, 'Russia-Ukraine War: A shift in momentum?', in which we consider the military and political situation, and the impact of war on society and the economy, in both Russia and Ukraine 👉: https://lnkd.in/eKdu8_SX #RussiaUkraine #Pokrovsk #Ukrainewar #Europesecurity #geopolitics

*New webinar: 5 November, 10:00 EST/15:00 GMT* – Join our advisory webinar, ‘From Risk to Resilience’, to learn how to better safeguard and protect your business against a diverse array of modern threats. In the past few months, political violence, protests, and online extremist organizations have led to a more unstable operating environment and greater pressure on security teams to track threats and mitigate their impact. This panel discussion will explore a robust methodology to monitor and evaluate threats, including how to: 👉 Identify and maintain access to sources. 👉 Ensure safe and responsible information collection. 👉 Identify new threat actors and track their development. 👉 Validate information and assess threats. 👉 Communicate findings to internal stakeholders. Don’t miss out on these insights to better manage today’s risk landscape. Register your spot now: https://lnkd.in/eNWsBc6q #protectiveintelligence #riskanalysis #riskresilience #riskmanagement

Although the United States currently dominates the data center market thanks to its tax breaks, minimal data localisation laws and renewable energy credits, its position will likely be challenged by emerging markets, particularly in Asia Pacific. Impacts: ➡ As emerging economies relax data localisation rules, they will continue to attract ‘big tech’ investments. ➡ The growing middle class in emerging markets will drive demand for hyperscale cloud services domestically. ➡ The US data center industry will face challenges from environmental groups over its negative impact on water resources. ➡ Access to renewable energy will help advanced economies retain their leadership in the global data center market. Stay ahead of the developments that matter by subscribing to our Geopolitical Outlook - a fortnightly summary of key intelligence reports, brought to you by FiscalNote Global Intelligence, and featuring insights from Oxford Analytica, Dragonfly and FrontierView. Subscribe now 👉: https://lnkd.in/eb4WXMBg #datacenterindustry #USdata #cloudservices #dataregulation #planning2025

How will the killing of Hamas leader Yahya Sinwar affect the trajectory of the wars in Gaza and Lebanon? In this week’s Geopolitical Outlook, brought to you by FiscalNote Global Intelligence, and featuring expert analysis from Oxford Analytica, Dragonfly (part of FiscalNote) and FrontierView (part of FiscalNote), we consider latest developments in MENA: ➡ Oxford Analytica looks at the impact of Yahya Sinwar's killing on the prospects for a ceasefire, as well as on Israel, Hamas and Hezbollah’s strategic objectives, and the long-term outlook for the region.  ➡ Dragonfly examines the security risks for businesses in Saudi Arabia and UAE. ➡ And FrontierView analyzes the business implications of Saudi Arabia’s new budget – including suggested actions for multinational companies operating there. Interested in finding out more? Get this analysis now by subscribing to our Geopolitical Outlook – and then receive timely analysis of key global issues, delivered direct to your inbox every fortnight: https://lnkd.in/eb4WXMBg #MENA #MENAsecurity #GazaLebanon #Israelconflict #Saudibudget #geopolitics

The first round of the Moldovan presidential election and the referendum on EU integration were close-run affairs. President Maia Sandu will face independent candidate Alexandr Stoianoglo in a presidential run-off on November 3, two weeks after Sandu’s referendum to promote EU accession passed by the narrowest of margins. What next: ➡ Stoianoglo seems better placed than Sandu to pick up the votes of citizens who backed other candidates on October 20.  ➡ The razor-thin margin of victory in the referendum exposed the government’s limitations in preventing or limiting Moscow’s influence on the vote. ➡ This deficiency is unlikely to be fixed before the election, making the Russian factor a strong and unpredictable variable that will influence the run-off. Read our full analysis of likely developments ahead in Moldova 👇. And then sign up for a free trial of the Oxford Analytica Daily Brief to access daily insights into emerging trends and developments in the global political economy: https://lnkd.in/edqhNmDe #Moldovaelection #MoldovaEU #MoldovaRussia #geopolitics