EAI Newsletter [January 2026]
2026-01-30

January 2026

EAI Top 10 Geopolitical Trends for 2026

The East Asia Institute (EAI) has selected the "Top 10 Geopolitical Trends for 2026" to assess the major changes that will shape the global landscape in 2026. This initiative provides a multidimensional summary of the key issues in world politics for 2026.

 

  1. Wag the Dog: How U.S.-China Competition Will be Driven by Domestic Politics in 2026
  2. The Battle for Maritime Dominance: U.S.-China Contestation in the First Island Chain and Western Pacific
  3. China Goes Nuclear: What China’s Nuclear Expansion Means for U.S.-China Strategic Balance
  4. Japan Facing America’s Uncertain Commitment and Chinese Pressure: Korea-Japan Relations and the Pursuit of Multilateral Cooperation
  5. Stormy Seas: The Upheaval of Maritime Security Order in the Indo-Pacific
  6. A World of Coalitions: The Rise of Minilateralism and Multi-Layered Alliances
  7. Europe Re-arms: Strategic Autonomy in an Age of American Retrenchment
  8. Tariff War 2.0: U.S.-China Trade Negotiations in the Era of Uncertainty
  9. The AI War: A New Front in the U.S.-China AI Rivalry
  10. North Korea Parts Ways with South Korea: The Imagined Multipolar Order After the 9th Party Congress

The Rationale Behind Trump's Golden Fleet and Waiver for Finland: What It Means for MASGA

[Global NK Commentary] Trump's Golden Fleet Initiative, MASGA, and the ICE Pact

Inhwan Oh, Senior Research Fellow at EAI (Lecturer at Seoul National University), interprets Trump's Golden Fleet initiative and presidential waiver for Finland as part of the U.S.'s strategic realignment to reinforce its maritime dominance. The author compares the ‘ICE Pact’, with South Korea's ‘MASGA’ initiative, suggesting that South Korea should be keen on America's strategic needs in responding to the maritime power transition and build political trust to overcome legal and practical challenges in the long-term.

Implications of Maduro’s Arrest for Kim Jong Un

[Global NK Commentary] From Regime Change to Leader-Targeting: The Venezuela Crisis and North Korea's Narrowing Options

 A Notable Change in North Korean Cultural Propaganda

[Global NK Commentary] Memories of the Cold War: Movies and Dramas in the Kim Jong Un Era

“Indonesia’s Challenge on Democracy & Youth Participation”

[ADRN Issue Briefing] From Streets to Courtrooms: Youth Activism and Democratic Resilience in Indonesia

Thailand’s Democratic Backsliding & Authoritarian Resilience

[ADRN Issue Briefing] Post-2023 Thailand: Democratic Backsliding from Authoritarian Resilience and Elite Compromise

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