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Stop the clock...

This was one of those weeks where everything seemed to happen at once: protests in Iran, a potential leadership vacuum in Libya, the emergence of local fault lines in Syria, and a quiet regional contest taking shape.

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Let's be honest: too much is going on in the world. And is it just me, or did this week go Mondayโ€“Tue-Wed-Thuโ€“Friday?

Here's a quick breakdown of GPD's coverage this week:

Synthesising all of that into a single, clean narrative isnโ€™t easy โ€” partly because these stories arenโ€™t neat, and partly because the world has entered uncharted territory.

But one thing is certain, 2026 is going to be an interesting year.

Now let's get into it.


Iranโ€™s protests and why they are harder to read this time

Iranโ€™s latest wave of unrest has been widely reported, but poorly understood.

What we are seeing is not a classic protest cycle driven by a single grievance or unified opposition movement. Instead, it is a convergence of unresolved pressures: economic exhaustion, generational change, digital mobilisation and elite paralysis.

That is why the recurring question of โ€“ Is this the beginning of the end? โ€“ misses the point almost entirely.

Iranโ€™s Protests and the Missing Pieces of the Puzzle
The recent protests in Iran have been some of the largest in years, yet gaps in their strategy will prevent them from breaking the regime.

While there is no shortage of reasons to believe the Islamic Republic is structurally brittle, inevitability does not mean imminence.

As long as elite fractures do not translate into moderates persuading the military and security establishment to step aside, and as long as there is no credible opposition with a coherent and reassuring vision, the system can endure or collapse in ways that produce state failure rather than transition.

Our reporting this week unpacks why current protests are less likely to lead to regime change and why this latest cycle of unrest may prove more destabilising precisely because it lacks a single centre of gravity.

We also explain why parallel developments, such as subsidy reform during protests and the emergence of a digitally networked, post-ideological โ€œnew Iranโ€, matter less in isolation than in combination.

Iranโ€™s gamble of subsidy reform during protests
Iran is attempting to reform its subsidy regime in the middle of its most combustible protest cycle in years.
The new Iran is online before it even takes shape
Protests and public anger are meeting the realities and challenges of the new AI age

Libya's prime minister is sick at a fragile moment

Abdulhamid Dabaiba has now been Libyaโ€™s prime minister for several years, presiding over one of the most demanding political roles in the countryโ€™s post-2011 period.

What has often gone underappreciated is not only how long he has survived in office, but the personal and physical toll that survival has required.

In recent months, that strain appears to have intensified. He has reportedly been hospitalized twice due to heart related issues, prompting quiet concern within political and security circles in Tripoli and Misurata.

Libyaโ€™s prime minister is sick at a fragile moment
With the possibility that Dabaiba may need treatment abroad, Libyaโ€™s Government of National Unity could be forced to run on autopilot at a critical time.

Venezuela after Maduro

Delcy Rodrรญguez succeeds Maduro-era Chavismo, which further prioritised loyalty over competence as the primary path to power. Lacking Chรกvezโ€™s charisma, Maduro ruled through patronage, distributing offices and oil wealth to loyalists.

Rodrรญguez now stands between a belligerent Trump administration and a rent-seeking domestic elite. Washington wants oil access; the Chavistas want to preserve wealth and power. Both sides ultimately pursue conflicting demands.

The testing of Delcy Rodrรญguez
The Trump administration and the Chavistas appear to have reached the same conclusion: Delcy Rodrรญguez will be their woman in Caracas. The question is whether she can balance both sides.

Rodrรญguez must also manage multiple internal factions, while balancing external ties with Cuba, Iran, Russia, and China โ€“ even as Washington pressures her to sever them, moves that could leave her exposed if U.S. policy shifts again.

Why Maduroโ€™s fall is not Tehranโ€™s nightmare
Hailed by some Americans as a blow to Iranโ€™s โ€œAxis of Resistanceโ€, the fall of Maduro in Venezuela is mostly a minor inconvenience for Tehran.

A regional contest hiding in plain sight

At first glance, Egyptโ€™s posture toward Libya and Sudan can look reactive: border security here, mediation there, cautious diplomacy everywhere.

In reality, something more deliberate is taking shape.

Cairo is quietly trying to reassert itself as a central stabilising โ€” and gatekeeping โ€” power across its western and southern flanks.

What links Libya and Sudan from Cairoโ€™s perspective is risk:

At the same time, the UAE has been steadily working to build its own regional network of allied forces and local partners across key theatres such as Yemen, Somalia, and Sudan.

This ambition has increasingly brought Abu Dhabi into competition with Egypt, whose strategic equities are directly exposed.

Egypt, Libya and Sudan: What Is Really Being Played Out
Growing geopolitical competition between Egypt and the United Arab Emirates is taking shape in the Sahel, with the LNA poised to benefit due to its increasing presence in the region.

A brief aside: our reporting on Egyptโ€“UAE competition across Libya and Sudan was cited this week by Semafor and flagged as one of their Weekend Reads.


That's it for this week.

If what we do is useful to you โ€” whether you work in policy, business, academia, or simply want to stay oriented in a volatile world โ€” please consider sharing this newsletter or subscribing to one of our paid plans.

Oliver Crowley
Co-Founder, The Geopolitical Desk

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Oliver Crowley

Oliver is a co-founder and editor of The Geopolitical Desk. He writes our flagship weekly newsletter, drawing on years of fieldwork in the Middle East and North Africa. His approach blends local insight with clear, evidence-driven reporting.

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