Publications

Here are all of our publications listed chronologically. You can also find the publications relating to single geography under “Publications by geography” or narrow down your search using the “Advanced filter”.

Latest publications on Geostrategy

Global | The New Geopolitics of the Energy Transition

June 6, 2026

On May 28, three months will have passed since the outbreak of the latest conflict involving the United States, Israel, and Iran. The crisis has brought renewed attention to the Strait of Hormuz, the narrow waterway that serves as the sole maritime gateway between the Persian Gulf and the Indian Ocean.

Big Data techniques used

Global | BBVA Research Big Data Geopolitics Monitor. 2 June 2026

June 2, 2026

Iran suspends indirect talks with the United States amid escalating regional conflict. Israel and Hezbollah ceasefire remains fragile amid renewed threats. Ebola concerns persist.

Global | The geopolitics of rearmament

May 27, 2026

Global geopolitical tensions are driving states to strengthen their defense capabilities, pushing military spending to a historic high equivalent to 2.4% of global GDP in 2025. In addition, there is a clear reprioritization of defense within public budgets across multiple economies.

Big Data techniques used

Global | BBVA Research Big Data Geopolitics Monitor. 26 May 2026

May 26, 2026

US and Iran Continue Fragile Negotiations Amid Renewed Military Strikes. Israel Intensifies Operations Against Hezbollah in Lebanon. Russia Expands Pressure Campaign Across Europe

Big Data techniques used

Global | BBVA Research Big Data Geopolitics Monitor. 19 May 2026

May 19, 2026

US Delays Military Action Against Iran. Russia & Ukraine Signal Limited Diplomatic Openings. Uganda Implements Emergency Measures Following Ebola Outbreak.

Europe | The war is paying for in energy

May 18, 2026

The impact of the conflict in the Middle East on the European economy is being cushioned by energy diversification and greater global supply. But if the shock drags on, the economic deterioration could intensify quickly.

Global | The state of global military spending in 2025

May 14, 2026

This presentation provides an overview of global military expenditure trends in 2025, drawing on the latest data released on 27 April by the Stockholm International Peace Research Institute (SIPRI).

Spain | Defense spending boosts the economy with unequal effects

May 13, 2026

The increase in military spending in Spain to 2% of GDP will boost the economy and technological sectors through direct and indirect effects. However, the impact will be unequal due to the high dependence on foreign inputs and the strong territorial concentration of the industry.

Big Data techniques used

Global | BBVA Research Big Data Geopolitics Monitor. 12 May 2026

May 12, 2026

United States-Iran Tensions tension deepens. Israel-Lebanon Violence continues. Washington Faces Internal Debate Over Iran Strategy

Spain | Analysis and Outlook of the EU-Mercosur Agreement

May 12, 2026

The EU-Mercosur agreement presents a favorable scenario for growth, investment, and trade. Spain maintains a strategic link that sits above the European average, driven by business investment and the supply of key inputs.

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