Geopolitics Daily Brief

GeoRisk Daily — May 27, 2026

Five-story geopolitical risk digest for May 25–27, 2026. The Middle East leads: US CENTCOM struck Iranian assets near Bandar Abbas while ceasefire talks ran in Doha, driving Brent crude through a $94–$98 swing. The Taiwan Strait saw a second PLA combat patrol in one week — 100+ vessels — as the Pentagon paused a $14B arms package. On US-China: Nvidia's Jensen Huang conceded China's AI chip market to Huawei; Beijing's new mineral framework locks in rare earth export controls. Russia-Ukraine: Ukraine advances in Slovyansk and Zaporizhia while deep-strike shut down the Syzran refinery.