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Foreign Policy
Foreign Policy
13 Jan 2025


NextImg:The Top Global Dangers for a Burn-It-Down Era

Countries are bracing for a historic shift in the U.S. global role at a moment of grave uncertainty in a contested, turbulent world. The 2024 U.S. election portends one of the most disruptive, if not transformational, presidencies since Franklin D. Roosevelt. Incoming President Donald Trump appears as much the vessel as the driver for this authoritarian, “burn-it-all-down” sentiment, suggesting that most of the U.S. public is anxious for systemic change. But as Trump floats annexing Greenland and forcibly seizing the Panama Canal, 2025 looks chaotic—and dangerous.

This eighth edition of our annual foresight exercise, “Top 10 Global Risks,” is drawn from our forecasting experience at the National Intelligence Council.

We have medium-to-high confidence in all the probabilities we have assigned to each of the risks, given the credible to high-quality level of information that is available. As with intelligence estimates, a high- or medium-confidence judgment still carries the possibility of it being wrong.


A Rogue America

Donald Trump stands at a lectern at left while members of the media with cameras and microphones circle around him in an ornate room. U.S. flags are seen behind him.
Donald Trump stands at a lectern at left while members of the media with cameras and microphones circle around him in an ornate room. U.S. flags are seen behind him.

U.S. President-elect Donald Trump speaks to members of the media during a news conference at his Mar-a-Lago resort in Palm Beach, Florida, on Jan. 7.Scott Olson/Getty Images

The most immediate peril is disruption and chaos as the new U.S. administration seeks to pursue contradictory competing goals (tariffs versus lower prices and a strong dollar, anti-globalist America Firsters versus stronger global primacy, with competing policy entrepreneur factions) at a time when the world is messier, more complex, and dangerous than in Trump’s first term.

Trump may be the first U.S. president who is not enamored with democratic values or American exceptionalism. He thrives in a Hobbesian, transactional, all-against-all world. Disdain of globalism among “Make America Great Again” acolytes portends unilateral economic interventionism to protect the U.S. economy. Yet his fear of war means military interventions will be limited and reactionary, as in his first term.

Multilateral institutions—such as the World Bank, International Monetary Fund (IMF), and United Nations—and U.S. regional alliances that have been the pillars of a U.S.-led world order face a receding U.S. commitment, if not hostility. For the rest of the world, a standoffish United States under Trump will fuel doubts about the country’s reliability and interest in extended deterrence and promote more hedging behavior.

Most consequential will be Trump’s economic policies, centered on new tariffs of 10-20 percent on all trade, 60 percent or more on China, and 25-100 percent on Mexican and Canadian exports, which risk slowing growth, price hikes, inflation, and reduced productivity in the United States. A cycle of costly retaliation with Europe and competitive currency devaluations will increase the risks to global financial stability, potentially resulting in an all-out economic war with China. Under Trump, there will likely be an acceleration in worldwide economic fragmentation and greater protectionist trends that the IMF says could reduce global GDP by 1.6 percent by 2026.

Yet Trump’s view of himself as a dealmaker could have a positive side if he seeks to use his coercive bargaining techniques to persuade China against increased dumping, strike a bargain with Iran that lowers regional tensions, and encourage more alliance burden-sharing. However, from North Korea to China to Afghanistan, Trump’s previous efforts do not inspire confidence this time around.

Probability of crisis:  A horizontal scale that shows a risk factor of "high"

A horizontal scale that shows a risk factor of "high"

Cascading Problems in the Middle East

A sea of people is seen from above with a Syrian independence flag with a green, white and black stripe with three stars in the middle.
A sea of people is seen from above with a Syrian independence flag with a green, white and black stripe with three stars in the middle.

An aerial photo shows a crowd of Syrians raising a giant independence-era flag, used by the opposition since the uprising began in 2011, as they celebrate the fall of Bashar al-Assad’s regime in Damascus on Dec. 13, 2024. Omar Haj Kadour/AFP via Getty Images

The collapse of Bashar al-Assad’s regime in Syria is adding layers of risk on top of the Gaza and Lebanon wars and the Palestinian dilemma. These include the possibility of a new phase of civil conflict in Syria, as external powers such as Turkey, Israel, the United States, Russia, and internal parties compete to shape a post-Assad Syria; escalating Israel-Iran conflict; and prospective civil strife in a weakened Iran facing 85-year-old Supreme Leader Ayatollah Ali Khamenei’s eventual succession.

The new U.S. administration may not understand how much the Middle East is being transformed and that the tools employed in Trump’s first term—Israeli-Arab normalization and maximalist pressure against Iran—may be more likely to heighten dangers and conflict than resolve them.

Assad’s demise, enabled by Israeli military success in severely degrading the capabilities of Iran and its proxies Hamas and Hezbollah, allowed Turkish-backed Islamist rebels to swiftly rout the regime. But even so, Gaza is not pacified; Israeli Prime Minister Benjamin Netanyahu has no clear post-conflict plan; the cease-fire in Lebanon is fragile; and Hezbollah is not defeated.

With Trump giving Israel the green light and the nomination of Mike Huckabee, a strong believer in Israel’s land claims, as U.S. ambassador, the Netanyahu government’s partial or full annexation of the West Bank may be the next shoe to drop—and with it an end to Saudi-Israeli normalization and a new set of regional conflicts that the United States could be easily sucked into.

Probability of crisis: A horizontal scale that shows a risk factor of "high"

A horizontal scale that shows a risk factor of "high"

U.S.-Mexico Clashes

A soldier wearing a helmet and camouflage and carrying a gun walks past a wall and blazing flames in a doorway.
A soldier wearing a helmet and camouflage and carrying a gun walks past a wall and blazing flames in a doorway.

A member of the Mexican Army walks next to a burning pile of illegal drugs seized as a result of investigations in Monterrey, Mexico, on June 28, 2024. Julio Cesar Aguilar/AFP via Getty Images

Trump’s team has reportedly been debating whether to invade Mexico and clear out the drug lords. Trump abruptly threatened 25 percent tariffs to stop the flow of drugs, particularly fentanyl, and seal the U.S. southern border. Mexico’s largest fentanyl bust in December may be a welcome response. Mexican President Claudia Sheinbaum has vowed to retaliate any against tariffs, which Deutsche Bank estimates would raise core U.S. inflation by more than 1 percentage point—and disrupt a deeply integrated North American car market.

Trump needs Mexico’s help if he wants to deport 11 million immigrants living illegally in the United States or, as a practical matter, even 1 million. Mexico reportedly has a plan for receiving deported citizens, but Sheinbaum wants to convince Trump to keep many of them. Mexico has temporarily shut down deportations in the past and has been sending back caravans from Central America. A joint review of the United States-Mexico-Canada Agreement (USMCA) signed during Trump’s first term is scheduled for 2026, and in preparation Trump wants to ban Mexican exports produced with Chinese help, such as electric vehicles.

That would send Mexico’s already slow-growth economy into a tailspin. Because of its long-standing free trade agreements with the United States, Mexico’s economy has been historically closer to its northern neighbor than much of Latin America. From possible military clashes to a costly trade war blowing up USMCA to the impact of mass deportations, Trump’s declared agenda could plunge bilateral ties into a full-scale crisis and, with already booming Mexico-China trade and investment, could tip the balance toward China.

Probability of crisis: A horizontal scale that shows a risk factor that is one step down from "high"

A horizontal scale that shows a risk factor that is one step down from "high"

A Bad Deal or Walkaway in Ukraine

A soldier walks past a large recruiting poster of a soldier in combat gear.
A soldier walks past a large recruiting poster of a soldier in combat gear.

A Ukrainian service member walks past a recruiting poster in Kyiv on April 23, 2024. Sergei Supinsky/AFP via Getty Images

Trump is intent on ending the Russia-Ukraine war and blaming President Joe Biden for allowing it to happen. The president-elect wants to decrease European dependence on the United States for its security, and stopping the war would be a first step. There is growing Republican opposition against any more assistance for Ukraine, which is helping to bring Ukrainian President Volodymyr Zelensky to the negotiating table. With Ukrainian losses increasing, Kyiv appears—without openly admitting it—desperate for a cease-fire, but Trump may allow Russian President Vladimir Putin to tip the scales.

Trump will face domestic and allied opposition if he presses Ukraine too hard for territorial concessions while squashing Zelensky’s demand for NATO membership, offering instead bilateral security guarantees. Putin will want assurances against substantial NATO defense assistance for a neutral Ukraine. Putin reportedly is making any cease-fire conditional on wider talks on European security arrangements and may want some sanctions eased and restored access to Western financial markets to improve Russia’s gloomy economic outlook.

The New START treaty expires in 2026, and both sides have an interest in avoiding an arms race, though Russia suspended its participation in the treaty in 2023. The recent U.S. decision to deploy missiles in Germany may be a worry, and Moscow may want to revive the Intermediate-Range Nuclear Forces Treaty. Negotiations with Trump offers Putin the best opportunity for establishing limits on U.S. involvement in European security. The twin dangers are Trump pressing Ukraine into a Putin-shaped deal or Trump walking away when there is no early agreement and declaring it Europe’s problem. The latter might result in further Russian gains, eroding Ukraine’s ability to function as a sovereign nation and putting pressure on Europe to defend itself without U.S. help.

Probability of crisis: A horizontal scale that shows a risk factor that is one step down from "high"

A horizontal scale that shows a risk factor that is one step down from "high"

China Strikes Back

People in black clothing work on large metal machinery in a factory.
People in black clothing work on large metal machinery in a factory.

Employees work on the production line at a factory in Shenyang, China, on Oct. 17, 2024. Zhang Wenkui/VCG via Getty Images

Tension looms between China hawks and business-centered advisors in Trump’s cabinet appealing to the president-elect’s penchant for dealmaking. There was continuity from Trump to Biden in defining China as a strategic competitor seeking to displace U.S. influence.

But as his policy architects have argued, Biden sought to create a framework to manage competitive coexistence—a “steady state”—balancing and constraining Beijing while creating guardrails to avoid conflict. Thus, Biden maintained and expanded tariffs, tightened tech and investment restrictions, imposed sanctions, and strengthened U.S. deterrence in the Asia-Pacific—but also bolstered risk-reduction mechanisms such as military-to-military talks.

Trump and many of his advisors, as well as congressional Republicans, criticize Biden for trying to manage competition; they view the Chinese Communist Party (CCP) as an existential threat and define an endgame not of coexistence but of victory, where the CCP, which pending congressional bills seek to sanction, is somehow replaced by a friendlier regime.

The plan, such as it is, is to put maximum pressure on China as a way to weaken it in all spheres, beefing up the U.S. military posture in Asia and more aggressively responding to Chinese coercion on Taiwan and the South China Sea. This will deepen the action-reaction spiral. The impending shift would be from derisking to decoupling, trying to fully disentangle the United States from China’s economy. Pending legislation in the House and Senate seeks to remove normal trade status from China. This would hit import prices and ripple across global supply chains using Chinese components.

But Beijing, less dependent on the U.S. market than in Trump’s first term, has prepared for retaliation. This could include counter-tariffs, currency devaluation, and banning exports of the rare-earth minerals on which U.S. defense equipment, EVs, and semiconductors depend—which Chinese President Xi Jinping did recently in an unexpectedly strong response to Biden’s final chip ban.

Moreover, Trump may impose additional tariffs on nations such as Mexico, Vietnam, and India—whose U.S. exports have skyrocketed as U.S. investors have moved production there using Chinese components. The projected setback to both economies from an all-out economic war might, after much Sturm und Drang, yield a deal.

Probability of crisis:  A horizontal scale that shows a risk factor that is one step down from "high"

A horizontal scale that shows a risk factor that is one step down from "high"

North Korean Aggression

Donald Trump and Kim Jong Un shake hands as they stand on white steps. Several photographers in black swarm around them.
Donald Trump and Kim Jong Un shake hands as they stand on white steps. Several photographers in black swarm around them.

U.S. President Donald Trump and North Korean leader Kim Jong Un meet in the Demilitarized Zone separating South and North Korea on June 30, 2019. Dong-A Ilbo via Getty Images/Getty Images

It was a portent of coming world war when, in the late 1930s, Italy and Nazi Germany sent military aid and troops to aid fascists in the Spanish Civil War. Last year, North Korean leader Kim Jong Un sent 10,000 troops to aid Russia in Ukraine in a worrying echo of that move.

The burgeoning Eurasian entente is one of several strategic shifts that have unfolded since the failed Trump-Kim summit in Hanoi in 2019, resulting in a predicament more dangerous than at any time since 1950. Kim has undermined core assumptions of U.S. and South Korean nuclear diplomacy over the past 30 years: the twin goals of denuclearization and North-South reconciliation.

Kim discarded a long-standing priority of normalizing U.S. ties after the Hanoi failure and embarked on a breakneck nuclear and missile buildup, including solid-fuel intercontinental ballistic missiles, multiple warhead missiles, tactical nuclear weapons, and hypersonic missiles. Along with Kim’s emphatic statements that Pyongyang will not give up its nukes (now embodied in North Korea’s constitution and preemptive nuclear doctrine) and his defense pact with Moscow, this buildup has emboldened Kim and altered the strategic balance on the Korean Peninsula. In addition, last January, Kim abandoned a decades-old policy of reunification, what both North and South Korea defined as a divided family, and declared South Korea a “hostile state,” officially changing the constitution.

Trump says Kim “misses” him and may try to rekindle negotiations, but Kim, if interested at all, will only discuss arms control, not denuclearization—a problematic agenda.

If Ukraine escalates or if China attacks Taiwan and U.S. troops intervene in either conflict, as war games suggest, Kim may see the diversion of U.S. focus and resources as an opportunity to attack South Korea, risking a two-front war with nuclear powers. The immediate risk is of escalatory North-South military confrontation over their disputed maritime border.

Probability of crisis:  A horizontal scale that shows a risk factor that is one step down from "high"

A horizontal scale that shows a risk factor that is one step down from "high"

Climate Tipping Point

Women wearing long dresses and head scarves kneel down to drink and put water on their face out of a tap.
Women wearing long dresses and head scarves kneel down to drink and put water on their face out of a tap.

Women quench their thirst with tap water in Prayagraj, India, on June 10, 2024, during the longest heat wave ever recorded in the country. Anil Shakya/AFP via Getty Images

The world is approaching a climate tipping point, where change may become irreversible. Limiting temperature increases to 1.5 degrees Celsius above preindustrial levels, and well below 2 degrees, is the goal of the Paris Agreement. Yet 2024 was the hottest year on record, with temperatures rising over 1.5 degrees, after a decade of the warmest weather on record and more frequent and extreme weather.

To meet Paris climate targets, global emissions would need to be reduced by 43 percent by 2030 to reach net zero by 2050, requiring a transformation of global energy systems. At present, global greenhouse gas emissions have reached record levels, with total carbon dioxide emissions in 2024 projected at 41.6 billion metric tons. Though renewable energy is growing at exponential rates—by 415 percent since 2000—its share of total world energy consumption is still only 13 percent, which the International Energy Agency forecasts to grow to 20 percent by 2030. Fossil fuels account for about 82 percent of energy consumption and are flat, not significantly declining.

This paradox of sustained fossil fuel use amid soaring renewable investment—two-thirds of some $3 trillion in global energy investment in 2024—is epitomized by China, which accounts for 40 percent of the world’s deployed renewable energy and 60 percent of the world’s EV sales yet has built more than 1,000 gigawatts in coal power capacity since 2000. By 2050, when Paris adherents pledge net-zero emissions, fossil fuels are projected to be in use, though reduced by some 50 percent.

This helps explain why efforts at the most recent U.N. climate meeting in Azerbaijan, known as COP29, to agree on a timeline to phase out fossil fuels failed. China, the United States, India, the European Union, Russia, and Brazil together account for nearly two-thirds of current yearly emissions—and deciding how to divide current and historical responsibilities is a thorny diplomatic problem.

Trends suggest deepening risk: Trump will promote fossil fuels and roll back U.S. climate commitments, and new energy demands from data centers and cryptocurrencies will increase the damage.

Probability of crisis: A horizontal scale that shows a risk factor of "high"

A horizontal scale that shows a risk factor of "high"

A Lost Decade for the World’s Poorest

Models are seen atop a giant heap of trash with children watching in the foreground
Models are seen atop a giant heap of trash with children watching in the foreground

Children watch as models walk down a runway constructed on a heap of trash in Kampala, Uganda, on July 20, 2024. The fashion event, featuring items made from reclaimed waste, was held in Namuwongo, one of the poorest and largest slums in the country.Kabir Dhanji/AFP via Getty Images

Around 3.3 billion people live in nations that spend more on debt interest than on health and education. Growing deficits and debt are a global problem. The IMF’s Fiscal Monitor warned last year that global public debt would likely exceed $100 trillion, or about 93 percent of global GDP, by the end of 2024, which is 10 percentage points above the 2019 level.

Even before the COVID-19 pandemic, debt in what multilateral institutions define as “least developed countries” was growing: Between 2009 and 2019, the median debt-to-GDP ratio rose from 30.8 percent to 41.6 percent. The pandemic worsened the situation, with debt ratios consistently exceeding 50 percent after 2020. In 2023, debt-to-GDP ratios in many least developed countries were higher than in other developing countries for the first time, despite the former’s lower repayment capacity. There are fears that higher Western interest rates or devastating climate change-related disasters could worsen the outlook.

There is a tragic irony in the fact that the most climate-vulnerable poor countries are already “spending more than twice as much to service their debts as they receive to fight the climate crisis,” according to the International Institute for Environment and Development. Official development assistance from rich states is declining, and the COP29 agreement to boost assistance for poor countries won’t do much to help.

As the outlook for the least developed countries worsens, the number of active state-based armed conflicts has reached the highest level ever recorded by the Uppsala Conflict Data Program, with gang violence also at historically highs. Rich countries delude themselves in thinking the conflicts won’t spill over and affect their futures.

Probability of crisis: A horizontal scale that shows a risk factor of "high"

A horizontal scale that shows a risk factor of "high"

Are Pakistan and Nigeria Too Big to Fail?

A large crowd of people wave a red and green flag with a crescent moon and star. People in the foreground hold up a portrait of Imran Khan.
A large crowd of people wave a red and green flag with a crescent moon and star. People in the foreground hold up a portrait of Imran Khan.

Pakistan Tehreek-e-Insaf party supporters hold portraits of former Pakistani Prime Minister Imran Khan, as they protest against alleged vote rigging in Pakistan’s February general elections, in Peshawar on March 10, 2024.Abdul Majeed/AFP via Getty Images

Pivotal middle powers such as Nigeria and Pakistan are suffering the plight of the poorer developing states. If stabilized, they could be critical anchors; if they fail, they will be hubs of instability.

Former Nigerian President Olusegun Obasanjo recently labeled his country a “failing state” recently, citing leadership failure and such underlying problems as youth restiveness, discord and divisions, corruption, and conflict. To the north, the Sahel is mired in multiple conflicts that Boko Haram, a Nigeria-based terrorist group, has helped fuel.

Currently the sixth-largest state, with 235 million people, and slated to be the third largest by 2050, Nigeria has a debt-to-GDP ratio of 55 percent, above the average for the least developed countries thanks to heavy domestic borrowing and currency depreciation.

Nuclear-armed Pakistan, the world’s fifth-largest state, is tittering on the precipice of becoming the world’s first failed nuclear power. It has received 23 IMF bailouts in 75 years, nearly the entirety of its existence as a nation. Its debt has soared since 2007, fostering a “consumption-focused, imported-addicted economy,” according to Tabadlab, a think tank based in Islamabad. Pakistan’s tepid growth cannot create enough jobs for young people under the age of 30, who comprise more than half of the country’s population. The majority of working-age women don’t participate in the labor force, depressing Pakistan’s economic potential. It is also facing a political crisis over jailed former Prime Minister Imran Khan that has sparked riots in Islamabad, along with a wave of militant attacks in its Khyber Pakhtunkhwa and Baluchistan provinces.

Probability of crisis:  A horizontal scale that shows a risk factor that is one step down from "high"

A horizontal scale that shows a risk factor that is one step down from "high"

AI-Tech Governance Deficit

Elon Musk adjusts his sunglasses as he looks up. At left is Donald Trump wearing a red Make America Great Again hat.
Elon Musk adjusts his sunglasses as he looks up. At left is Donald Trump wearing a red Make America Great Again hat.

Trump (left) and billionaire Elon Musk, tapped to co-lead the new Department of Government Efficiency, watch the launch of the test flight of the SpaceX Starship rocket in Brownsville, Texas, on Nov. 19, 2024. Brandon Bell/Getty Images

The fear of artificial intelligence dominating humans, rather than vice versa, is growing. Large language models of generative AI are rapidly improving their capacity, and some predict breakthroughs in artificial general intelligence (AGI)—AI with capabilities that rival human thinking—by 2030. An Elon Musk-backed push on frontier AGI could be dangerous.

Yet financial analysts worry that the projected $1 trillion in AI investment in the coming years will lack in commercial applications. How will Musk, whose super PAC spent $200 million to help elect Trump, and the tech lobby impact still uncertain norms and regulations for AI and other emerging tech? There are neither national nor global standards for AI, though there are more than 120 bills pending in Congress and 45 states have pending AI legislation.

To offset legislative dysfunction, the Biden administration sought to create standards and a regulatory framework for “safe, secure, and trustworthy AI systems” by executive order in 2023, followed by a memorandum last October to align AI with national security goals. Biden put the National Institute of Standards and Technology at the center of public-private partnership efforts to realize AI goals.

Trump may undo this strategy, as Musk’s program of budget cuts and streamlined government puts his stamp on the tech sector. Trump has already vowed to cancel Biden’s AI executive order.

It’s unclear how government scientists and engineers may be impacted by planned changes to the civil service. The EU and China have launched their own separate regulations. Trump is unlikely to harmonize standards and regulations with global partners or competitors; the future may be a race to the bottom—or there may be as-yet-undreamed-of possibilities.

Probability of crisis:  A horizontal scale that shows a risk factor that is one step down from "high"

A horizontal scale that shows a risk factor that is one step down from "high"