WPR Weekly Review

"The Iran War's impact on the global south" and "Lithuania's invasion anxiety."

Views expressed in this geopolitical news and analysis are those of the reporters and correspondents.  Accessed on 06 September 2026, 2158 UTC.

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September 06, 2026

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Hi everyone, this is Elliot Waldman, WPR’s editor-in-chief. Welcome back to our Weekly Review, where we recap the highlights from our coverage over the last week and preview what’s on deck. (This is the limited edition of the Weekly Review, upgrade now to get the premium version each Sunday.)

One note: Our team will be off tomorrow for the Labor Day holiday in the United States. We will return to our normal publishing schedule Tuesday.

If you have any comments or feedback, just hit reply to send them along.

Top Stories

Here are some of the week’s major developments that we covered in our Daily Review newsletter. (If you don’t already receive the Daily Review, you can adjust your settings here.):

 
 
 

Hegseth Is Hollowing Out the U.S. Military: U.S. Army Secretary Daniel Driscoll resigned earlier this week after months of tensions with his boss, Defense Secretary Pete Hegseth. Driscoll’s departure leaves the military’s largest service branch with no top civilian official and no Senate-confirmed generals serving as its chief of staff (the top-ranking officer), its officer in charge of operations and its commander of Army troops stationed in Europe and Africa.

The vacancies come at a time when … Read more here or upgrade now to get the premium version of the Weekly Review each Sunday.

 
 
 
 
 
 

Global Bond Markets Are Flashing Red: Global bond markets continued to send worrying signals this week, with a sustained sell-off pushing prices of sovereign debt lower and yields accordingly higher. Returns on 10-year U.S. Treasuries are approaching 5 percent, historically considered a symbolic alarm signal, while interest on Japan’s 10-year bonds surpassed the 3 percent mark for the first time since 1996.

The story was similar in Europe, with rates on … Read more here or upgrade now to get the premium version of the Weekly Review each Sunday.

 
 
 
 
 
 

Ortega Takes the Mask Off of Nicaragua’s Dictatorship: On Tuesday, Nicaragua’s Congress voted to approve a constitutional reform that would ban the country’s opposition parties from participating in elections, while also adding a year to the current six-year presidential term. In order for the amendment to take effect, it must be approved in a second separate legislative session, which Co-President Daniel Ortega said would take place next January.

The vote follows … Read more here or upgrade now to get the premium version of the Weekly Review each Sunday.

 
 
 
 

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The Week’s Highlights

Farmers walk through a farm in Rufisque, Senegal, May 12, 2026. (AP Photo by Caitlin Kelly)

The Iran War’s Hidden Development Crisis in the Global South. On Wednesday, Jared O. Bell explained how the U.S.-Iran war is perpetuating a crisis across the Global South.

  • Governments, firms and households around the world are exposed to the accumulating effects of the U.S.-Iran war, and many of the people most exposed do not live in either country. Instead they are farmers unable to afford fertilizer in East Africa, families confronting higher food costs, and workers whose jobs depend on tourism, trade or investment. As the conflict disrupts shipping through the Strait of Hormuz, its consequences are becoming a development crisis across the Global South. Before the war, roughly 18 million barrels per day of crude oil and refined products moved through the strait; that figure has averaged about 2 million barrels per day so far in August, an almost 89 percent decline from prewar levels.

  • The most direct link between the closure of Hormuz and household hardship runs through … Upgrade now to get the premium version of the Weekly Review each Sunday.

Lithuania Fears It Could Be Russia’s Next Target. And on Thursday, Frida Ghitis reported from Lithuania on its citizens’ fears that their country may be the next object of Russia’s aggression.

  • Standing on the narrow panhandle of Dieveniskes in southeastern Lithuania, almost completely surrounded by Belarus, it is impossible to avoid the sense that this corner of Europe could become a target for Russia. The quickening drumbeat of warnings about impending Russian action against NATO is a fact of life here, yet people take the alerts with remarkable equanimity even as authorities take steps to protect the country. In Vilnius, unlike most European capitals, Ukrainian flags still fly everywhere. “Ukraine is fighting for us,” Lithuanians say, holding back an aggressive Russia that could come after the Baltic states next. Western experts once believed Putin would not tangle with NATO; that belief has changed.

  • Lithuania's intelligence agencies reportedly believe … Upgrade now to get the premium version of the Weekly Review each Sunday.

The Week’s Most-Read Story

A pedestrian walks past a mural featuring oil wells in Caracas, Venezuela, Aug 29, 2026. (AP Photo by Pedro Mattey)

Trump’s Oil Deal With Venezuela Doesn’t Pass the Sniff Test. And in this week’s top story by views, James Bosworth looked at why Trump’s announcement that the U.S. now controls billions of barrels of Venezuela’s oil feels more like a 100-day gambit than a 100-year lease.

For the largest U.S. oil companies, Venezuela remains “uninvestable,” as the CEO of ExxonMobil told Trump at a White House meeting earlier this year. The country’s electrical utility can’t keep the lights on, and the lack of rain caused by this year’s El Niño will further dry up the hydroelectric reservoirs. Much of rural Venezuela, including parts of oil-producing Zulia state, remains controlled by armed groups, while the security forces remain underpaid and understaffed. Caracas owes an estimated $240 billion—more than twice the country’s GDP—which is about to become the largest debt restructuring in history. That means any oil profits will be disputed in some way.

Even if all those challenges are overcome … Upgrade now to get the premium version of the Weekly Review each Sunday.

What’s On Tap

And coming up this week, we’ve got:

  • Gabriela Bernal on the promises—and peril—of South Korea’s push for greater military independence.

  • Jovo Rabrenović on Montenegro’s tourism boom and the threat it poses to economic security.

  • Michael Hart on Laos’ efforts to forge a new, more sustainable economic policy.

Upgrade now to make sure you don’t miss these stories and all of our upcoming coverage.

That’s it for now. Until next Monday,

Elliot Waldman

 

The Week On WPR

Americas

 

In Milei’s Argentina, History, Politics and Identity Collide Amid Unease Over Israel Ties

President Javier Milei is championing closer strategic and economic ties between Argentina and Israel. But many Argentines—Jewish and Arab alike—oppose that agenda.

 

Ortega Takes the Mask Off of Nicaragua’s Dictatorship

This week’s legislative process to enact an opposition electoral ban makes dynastic succession easier for the 80-year-old Ortega.

 

Trump’s Oil Deal With Venezuela Doesn’t Pass the Sniff Test

The agreement doesn’t give oil companies the assurances they need to make long-term investments in Venezuela’s crumbling energy industry.

Asia-Pacific

 

In Their 10th Year of Exile, Some Glimmers of Hope for the Rohingya

Humanitarian aid cuts are deepening a sense of hopelessness among Rohingya refugees, but there are some signs of progress.

 

Kyrgyzstan’s Crypto Experiment Has a Russia Problem

Bishkek is defending a state-backed stablecoin despite evidence linking it to a Russian payment network targeted by Western sanctions.

 

Glacial Floods Are Exposing the Limits of China’s Infrastructure Ambitions

Last week’s catastrophic glacial collapse underscored the fragility of infrastructure development in a region disproportionately affected by climate change.

 

The SCO Is Just a Talk Shop—and That’s Alright

Dismissing it for lack of geopolitical heft may be the wrong way to look at the Shanghai Cooperation Organization and other “minilateral” blocs.

 

Nepal’s Young Leader Faces an Early Test Over Ties With China and India

Balendra Shah’s government will need to find a way to balance relations with its assertive neighbors.

Europe

 

Lithuania Fears It Could Be Russia’s Next Target

The country is bracing for a possible Russian confrontation with NATO as concerns grow about Moscow’s intentions.

 

Putin’s Greatest Fear Is Hope

Russia’s only anti-war party posed little electoral threat. But a sudden burst of popularity got it barred from upcoming elections.

Middle East & North Africa

 

The Iran War’s Hidden Development Crisis in the Global South

The conflict is exacerbating food insecurity, raising fertilizer costs and disrupting trade, tourism and energy.

United States

 

Trump May Not Like His Intelligence Agencies, But He Needs Them

A recent trip to Moscow by the CIA director demonstrates the U.S. Intelligence Community’s important, if unconventional, diplomatic role.

 

Hegseth Is Hollowing Out the U.S. Military

U.S. Army Secretary Daniel Driscoll’s resignation highlights the upheaval within the Pentagon under Hegseth’s watch.

Global

 

Global Bond Markets Are Flashing Red

While the inner workings of financial markets are often inscrutable to laypeople, their impact is directly felt in the economy.

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