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This week has seen significant geopolitical activity take place, including an emergency BRICS summit which outlines concern about US tariffs, and reform at the United Nations. The UN General Assembly is at the month end, our BRICS article is a useful background precursor as to what might occur. Russia and China have made significant progress in the Far East, which we also highlight in Putin’s comprehensive speech about the region, and the Power of Siberia 2 agreement. China has also agreed to import more Russian gas from Kazakhstan. Otherwise, tariff sabre rattling continues, with talk of 100% import tariffs by the EU and US on Chinese and Indian goods. We also give our opinion on why Trumps tariffs will not succeed when it comes to larger consumer markets. We additionally raise concerns about European debt levels, as what is fast becoming a new global financial crisis appears to spread. Better news comes from Russia-China trade forecast and interesting developments within ASEAN. With best regards; Russia’s Pivot To Asia

The main focus this past week has been the 2025 Shanghai Cooperation Organisation annual Heads of State summit, for which we have produced a wealth of introductory and analytical material for our readers. This turned out to be a pivotal event that is likely to dramatically influence global affairs, and we recommend taking time to go through the articles to fully understand the implications. That lead to numerous bilateral side meetings, including with China, India, Pakistan, Nepal, Turkmenistan and Mongolia, with the latter meeting especially of note as the much-anticipated Power of 2 pipeline to China has finally been agreed between the three parties. That will increase Russia’s exports of gas to China by an additional 50 billion cubic meters of gas per year from Russia with transit through Mongolia. That is roughly equivalent to the volumes Russia currently exports to the European Union, its largest gas customer (despite sanctions). There are also important developments as concern the United Nations, as new impetus at reform is taking place, most directly with China’s introduction of an alternative ‘Global Governance Initiative’ that will create substantial debate within the UN itself as well as among the Global South. This week has seen dramatic changes take place. ​ With best regards; Russia’s Pivot To Asia

The Shanghai Cooperation Organisation holds its annual Heads of State meetings in China from Sunday, we provide a thorough demographic analysis of the organisation, and what to expect. We also have updates on the structural changes in Russia-China trade, and news of Rosatom’s nuclear power component procurement plans in China, the integrating of Russia’s digital transport systems with China, changing Chinese investment trends into Russia and about China increasing its purchases of Russia oil. Elsewhere we look at important energy developments in Afghanistan and Mongolia, examine Russia’s own version of the BRI in the Caucasus, and discuss why Iran is set to outperform the entire EU in its coming trade and LNG imports from Russia. Geopolitics has shifted supply chains east. We also comment on both India and Venezuela moving closer to the BRICS in the fallout from US President Trump’s planned import tariffs. ​ With best regards; Russia’s Pivot To Asia

After taking a break last week, we return with plenty of foreign trade news, with Eurasian infrastructure investment also to the fore, including the US$234 billion Eurasian transport network investments, and logistics developments in digitization, China-Eurasian commerce, Arctic transport networks, and a significant Russian acquisition in India. We also discuss the situation concerning Ukrainian regions now part of Russia, a topical issue at present. We encourage you to scroll down to review the latest intelligence and our opinions on the growing impact of Russia’s integration with the Global South. ​ With best regards; Russia’s Pivot To Asia

President Trump’s tariffs upon the BRICS nations are a key feature of todays write up; we analyse the response of the major BRICS economies – China, India, Russia and Brazil on the newly introduced rates and what these mean for the United States, European Union and the BRICS bloc itself. What is now apparent is that the Ukraine conflict has now morphed into a global tariff war. Elsewhere, we examine Russian 2025 M&A activity, more MNC corporate re-domiciliation to Russia, Russia’s raising of international finance via Panda bonds and Sukuk, Russia looking to Africa for aircraft parts, and the general overall global trade and investment development scenario. ​ With best regards; Russia’s Pivot To Asia

There have been several far-reaching geopolitical developments this week, we advise checking out our articles concerning South Africa’s chairmanship of the G20, the Eurasian Economic Union projected next 5-year growth, internal issues at the Shanghai Cooperation Organisation, Cuba joining the BRICS bank and an overview of Russian corporate lawsuits against Western governments. Additionally, we also have several focus pieces concerning the development of Russia’s export markets, infrastructure investment news from Azerbaijan and Vietnam, nuclear power in Africa, and a significant potential Chinese Belt & Road investment in Arkhangelsk. ​ With best regards; Russia’s Pivot To Asia

The Commonwealth of Independent States reaching economic parity with the European Union has been the most viewed article this week and has ruffled feathers in Brussels: it is essential reading for a analytical deep-dive into Eurasian economics. Elsewhere we look into the continuing, increasing infrastructure build between Russia and Asia, and discuss how Chinese auto manufacturers are adapting – or not – to new conditions in the Russian auto sector. We also discuss alternatives should WhatsApp be removed from the Russian market and provide our usual global overview of Russia’s interaction with international markets. ​ With best regards; Russia’s Pivot To Asia

Amongst all the US tariffs and sanctions noise this week, there have been significant diplomatic and geopolitical developments affecting Russia and the overall Eurasian and Asian regions. These have been due to important summits being held involving ASEAN, the East Asia Forum, and the Shanghai Cooperation Organisation, as well as Ministerial meetings involving China, India, Iran, Pakistan, North Korea and several other Asian countries. These will have far longer-lasting repercussions than Trump’s ’50-day’ sanctions window and are key to understanding the reorganisation of the global world order. Important developments concerning global gold and oil trading and standards have also been announced. Scroll down for the specifics.​ With best regards; Russia’s Pivot To Asia

This week has been dominated by the 2025 BRICS annual summit in Rio de Janeiro, with President Putin and Foreign Minister Lavrov both giving detailed speeches into the development of the organisation. Their views are in direct 180-degree contrast with Western media opinion. We also cover Russia’s updated bilateral relations with several LatAm nations, including the potential for a Bilateral Investment Treaty being prepared with Mexico. Elsewhere, we discuss highway infrastructure developments across the SCO, and the latest updates on CSTO security throughout Eurasia. Moscow has now officially recognised the Taliban as the legitimate government in Afghanistan, the first country to do so, while there have been significant trade developments with Saudi Arabia. We also examine Ukrainian culture in the Baltics, a hot topic when posted earlier this week attaining over 250,000 views.​ With best regards; Russia’s Pivot To Asia

The message in this week’s round up is the sheer global diversity of Russia’s push towards building new supply chains throughout the global south. A scroll down will illustrate this, with projects ranging from a doubling of trade within the Eurasian Economic Union, nuclear power developments in Africa and Asia, huge agricultural export trends in the Middle East, a delivery of a Frigate to India, massive increases of base metal exports to China, the return of Russian direct flights to the Caribbean and Colombia joining the BRICS New Development Bank being just a few. The only similar, concentrated government effort to re-establish a countries entire supply chains we can recall is China’s giant Belt & Road Initiative, which began in 2013 in Kazakhstan, and is still on-going. What we are seeing Russia do today is almost exactly the same.​ With best regards; Russia’s Pivot To Asia

There has been a great deal of activity this week due to the annual SPIEF Russian investment forum taking place in St.Petersburg. President Putin provided a candid plenary speech and Q&A session, both featured here, and both essential reading for Russia watchers. Elsewhere, Russia’s nuclear power exports made significant strides in Africa, and Asia with numerous agreements being signed. Logistics and Eurasian trade also saw huge developments with a pan Eurasian Commodities Exchange being announced and logistics hubs being set up to service the CIS, SCO, Middle Eastern and Chinese markets. Even Cuba got in on the act, to develop Port Mariel with Russian investment to service LatAm markets in the Gulf of America. Trade and Investment agreements were also signed with Indonesia and Myanmar, while we also discuss the impact of the new A7A5 ruble-linked stablecoin.​ With best regards; Russia’s Pivot To Asia

Amongst all the Iran-Israel noise this week, Russia has been continuing its domestic and regional development with significant updates on new INSTC supply chain routes, substantial localised high-speed rail and aviation production, and increased new market export volumes. The BRICS energy alliance is also poised to change the way international finance is structured – these are all developments that are shifting global consumption, consumer markets and trade flows. Much is being ignored amongst all the conflict debates – yet Russia is moving rapidly ahead in trade, investment and infrastructure builds in ways not generally understood – deliberately or otherwise – in the West.​ With best regards; Russia’s Pivot To Asia