China: The semiconductor challenge

Date first published: 13/09/2022 Key sectors: technology Key risks: supply chain disruptions; technological disruption Risk development In early September 2022, Washington introduced new licence requirements on the export of high-end semiconductor components and machinery to Chinese companies. The move follows the United States (US) banning the sale to China of electronic design automation (EDA) […]
Libya: Lost ground

Date first published: 06/09/2022 Key sectors: oil & gas Key risks: war on land; political violence; political stability Risk development On 27 August at least 32 people were killed and 159 others were injured during clashes in Tripoli – the most significant since 2020 – between militias aligned to the Tripoli-based Government of National […]
Iran – United States: Deal or no deal?

Date first published: 30/08/2022 Key sectors: all Key risks: sanctions Risk development On 29 August Iranian President Ibrahim Raisi declared that an investigation by the International Atomic Energy Agency (IAEA) into ‘safeguards issues’ around unexplained traces of uranium found at undeclared sites must end before any agreement to revive the 2015 Joint Comprehensive Plan […]
Colombia: ‘Total Peace’?

Date first published: 23/08/2022 Key sectors: all; oil and gas; electricity Key risks: terrorism; insurgency; violent crime; targeted attacks; kidnapping Risk development On 20 August leftist President Gustavo Petro announced the suspension of arrest warrants and extradition requests for the leftist National Liberation Army (ELN)’s negotiators amid fresh efforts to restart peace talks with […]
Kenya: More of the same for the presidential elections?

Date first published: 11/08/2022 Key sectors: all Key risks: policy continuity; political stability; economic; business Risk development On 9 August, Kenya held its seventh presidential election, bringing President Uhuru Kenyatta’s turbulent two terms to an end. Approximately 22.1 million people registered to cast their ballots in elections for 1,882 elective posts, including the president, […]
Russia-Ukraine: A tenuous deal

Date first published: 04/08/2022 Key sectors: agriculture; shipping; insurance Key risks: supply chain disruption; trade; business risks; sanctions Risk development On 22 July Kyiv and Moscow signed parallel UN and Ankara-brokered deals to allow Ukraine to resume grain exports from its Black Sea ports. The arrangement was immediately called into doubt on 23 July […]
China-Taiwan-US: A trip to Taipei

Date first published: 02/08/2022 Key sectors: all Key risks: war on land; business risks Risk development US Speaker of the House Representatives Nancy Pelosi is set to travel to Taiwan on 2 August despite stern warnings from Beijing. The controversial visit, which would take place against the backdrop of intensifying strategic competition between China […]
European Union: Aviation in crisis

Date first published: 21/07/2022 Key sectors: aviation Key risks: flight disruption, labour shortages, strikes Risk development The COVID-19 pandemic saw a dramatic fall in passenger numbers, forcing airlines and airports to cut services and staff – but after more than two years of crisis, with border restrictions loosening in much of the world and passengers willing […]
Uzbekistan: Mirziyoyev at a crossroads

Date first published: 14/07/2022 Key sectors: all Key risks: civil unrest Risk overview On 1 July 18 people were killed and 243 injured after protesters clashed with security forces in Nukus, the capital of the country’s autonomous republic of Karakalpakstan, amid demonstrations over proposed changes to the constitution in which Karakalpakstan would be stripped […]
Hong Kong SAR: The New Security Law under John Lee

Date first published: 07/07/2022 Key sectors: all Key risks: internal conflict; civil unrest; political stability Risk development On 1 July pro-Beijing hardliner John Lee succeeded Carrie Lam as the new Chief Executive of Hong Kong. The former security chief voiced his ‘absolute confidence’ that there would not be a repeat of the 2019 civil […]
Colombia: Petro

Date first published: 30/06/2022 Key sectors: all; oil and gas; mining Key risks: policy continuity; political stability; economic and business risks; governability Risk development Former M-19 guerrilla Gustavo Petro will become the country’s first leftist president on 7 August. On 19 June he won a tight presidential runoff – 50.4 per cent to 47.3 […]
Democratic Republic of Congo – Rwanda: Clashing borders

Date first published: 23/06/2022 Key sectors: all; mining Key risks: internal conflict; external conflict; bilateral relations Risk development On 17 June Kinshasa closed its border with Rwanda after Rwandan border guards killed a Congolese soldier who opened fire on police officers 25 km inside Rwandan territory. A week prior on 10 June, the two countries […]