Leaders & Succession
Leaders, successions, elections and who actually decides.
state of play
The defining shift is in Tehran: Ali Khamenei was killed in the February war and his son Mojtaba installed as supreme leader in a contested, first-ever hereditary succession, leaving President Pezeshkian selling the US ceasefire from inside a wrecked establishment. The post-war Middle East is now a contest of leverage — Netanyahu trapped between his far right and an election due by October, Erdoğan warning against an East-Med energy bloc he reads as encirclement, and Sisi converting Gaza reconstruction into leverage over a fragile economy.
The Western powers realigned at the Évian G7: Macron hardened the Russia line and dropped the joint communiqué while Carney left with a sheaf of critical-minerals deals. Trade is the other battlefield — Modi and Trump fast-tracked an India-US pact against a July tariff cliff, India sealed its long-stalled FTA with the EU, while Lula and Sheinbaum fought Washington from the other side. Modi, now India's longest continuously serving elected PM, is simultaneously managing a fragile LAC thaw with Beijing, watching his effort to isolate Pakistan backfire, and commissioning indigenous warships.
The autocracies are absorbing strain: Xi refuses broad stimulus amid deflation, Putin downplays a Crimea fuel crisis, Kim orders "exponential" enrichment, and Moscow courted ASEAN at the Kazan summit. Governance is fraying across the Global South — South Africa's GNU cabinet standoff, Kenya's Gen-Z budget protests, Nigeria's contested reform record, Pakistan's IMF budget, Indonesia's sinking rupiah — while Europe churns through Starmer's resignation, Spain's Gómez trial and a Poland-Ukraine honours row. Latin America swings right after Colombia's runoff and Petro's contested transition, even as Milei clears an IMF review and Bolivia's new government sheds ministers. Watch the H2-2026 election calendar, the Israeli vote, and elite health — King Charles and a new papal consistory.
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