In this episode, taken from a Feb. 4 client webinar, host Kristen Hallam, along with experts John Raines, Jack Kennedy, and Jeffery McElroy, dive into the complexities of geopolitical volatility around the globe.

As tensions rise over Iran's nuclear ambitions and the U.S. military strategy, the discussion explores potential pathways to escalation and their global implications. Discover how military and diplomatic maneuvers could impact critical sectors like energy and infrastructure, with disruptions potentially affecting global oil prices and economic stability.

The conversation also extends to Latin America and the strategic interests of mainland China, examining how shifts in U.S. policy influence regional security and economic partnerships.

Join us for an insightful analysis of the geopolitical landscape, offering valuable perspectives for businesses and policymakers navigating these turbulent times. Subscribe now to stay informed with The Decisive—your source for empowering decision-making in an uncertain world.

More S&P Global Market Intelligence Content:

• Age of Agility: Key Themes Shaping the MENA Region in 2026
• Age of Agility: Key Themes Shaping Latin America in 2026
• Age of Agility: Key Themes Shaping APAC in 2026
• Click here to subscribe to our Geopolitical and Economic Risk Monthly newsletter.

For S&P Global subscribers (login required):

• MENA regional conflict
• Japan's political outlook
• 2026: The age of agility

Credits:

• Host: Kristen Hallam
• Guests: John Raines, Jack A. Kennedy, Jeffery McElroy
• Produced By: Debbie Taylor, Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun