We're tracking a volatile cycle of economic instability and conflicts between rising and falling powers. Where are we going next? Read our thoughts here. — ORACLE

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Daily Intelligence Brief - Mar 24, 2026

Global power dynamics are shifting as multiple actors reposition for a multipolar world.

The US is sending a peace plan to Iran, according to the New York Times. This development could potentially ease tensions in the region.

Meanwhile, the Philippines has declared an energy emergency due to the impact of the Iran war, with President Rodrigo Duterte citing high grain prices as a cause for concern.

China’s economy is facing challenges, with feed costs surging due to war-related disruptions. The situation is further complicated by M&G’s 20-year anniversary in China, highlighting the country’s growing influence in the region.

Tensions are rising in Asia-Pacific, with Taiwan seeking to establish itself as a drone hub and navigating its supply chain strategy to avoid being labeled “red.”

The global energy landscape is evolving, with new nuclear projects emerging and distributed generation becoming increasingly prominent.

Watch for:

  • The impact of the Iran peace plan on regional dynamics
  • Further disruptions to China’s economy due to grain price volatility
  • Development of Taiwan’s drone hub ambitions