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Around The World

By Tyler Durden

Via Academy Securities,

In this month’s edition of Around the World with Academy Securities, our Geopolitical Intelligence Group (GIG) focuses on providing their perspective on the following geopolitical risks and potential surprises for 2022:

1. Will Russia Invade Ukraine in 2022?

2. Will there be a China | Taiwan Conflict in 2022?

3. Potential for Military Action against Iran in 2022.

4. Risk of a Major Cyber Attack in 2022.

In this report, we examine the potential geopolitical surprises/risks that we could see in 2022. We open with the high likelihood of a Russian incursion into Ukraine next year. Next, we review the tension between China and Taiwan and conclude that while an invasion in 2022 is unlikely, the risks grow over the next 3-5 years. We also revisit the Iranian nuclear discussions and while a return to the old JCPOA is unlikely, the chance of a U.S. attack on Iran is low next year. However, Israeli covert activities will continue against Iran’s nuclear facilities and there is a risk of a military strike if Iran gets close to a nuclear breakout. Finally, considering the high-profile ransomware attacks that occurred in 2021, we review the chances of a more significant cyber-attack on critical infrastructure in 2022. In addition to these areas, other risks our GIG sees in 2022 include the growth of Chinese influence in Central/South America (including in Nicaragua where the government there just flipped from supporting Taiwan to China) and a possible shift of support from Taiwan to China in Honduras as well. While the U.S. stands ready to “surge” economic aide to Honduras to encourage the new government there to maintain its ties with Taiwan, the fact that China is moving into the Western hemisphere and courting countries for support is concerning. Our GIG is also worried that the withdrawal from Afghanistan and a “fractured” NATO alliance could embolden our adversaries to act against U.S interests globally in 2022.

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