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GZERO reveals the top 10 geopolitical game changers of 2024
2024 was a year of dramatic reversals. Some came at the ballot box, where long-ruling parties took a beating, anti-establishment figures stormed into power, or strongmen managed to see off what looked like fatal challenges. Some came on battlefields, where deadlocked conflicts began to break in one direction or another. And some came in how we think about politics and geopolitics more broadly.
This week, as we hurtle toward 2025, another year that promises to be pivotal in global affairs, we profile 10 people who, for better or worse, flipped the script, beat the odds, turned the tables, or otherwise changed the game in 2024.
GZERO's No. 10 2024 Game Changer: Italy’s Iron Lady
Who is she? Giorgia Meloni, 47, is Italy’s first female prime minister and the leader of the right-wing Fratelli d’Italia – Brothers of Italy – party. A staunch nationalist, Meloni rose to power in 2022, pledging to prioritize “God, family, and fatherland.” As a student, she was active in the neo-fascist Italian Social Movement before becoming Italy’s youngest-ever minister in Silvio Berlusconi’s government in 2008.
What did she accomplish in 2024? Meloni led her party to victory in Italy’s June elections, positioning herself as the “kingmaker” in the European Parliament. Her victory was due in part to her tough stance on migrants: Last year, Italy cut illegal immigration by 64%, inking agreements with Tunisia to reduce human smuggling and encouraging the EU to do the same with Egypt.
Meloni has faced pushback from Italian courts, however, on her plan to send migrants to Albanian processing centers. Herwide-ranging constitutional reforms to enhance executive power, including allowing the direct election of the prime minister, have also raised concern about potential shifts toward authoritarianism.
How has she changed the game? Meloni's migration crackdown found favor with other European leaders, including Hungarian President Viktor Orban. At the same time, she maintained strong support for Ukraine, recently authorizing Italy’s tenth military aid package for Kyiv. “Meloni has had a good year, and her fellow EU leaders in capitals and Brussels now hope she has been fully co-opted into the European mainstream,” said Mujtaba Rahman, Eurasia Group’s managing director for Europe.
What’s next for 2025? Meloni’s big domestic challenge is economic: Italy’s GDP is poised to grow by an anemic .5% in the coming year. Parliament passed several budget measures last week, including a one-off €100 Christmas bonus to 4.5 million disadvantaged families, and will continue allowing taxpayers to pre-pay their taxes for the next two years, regardless of how much they earn.
On the foreign policy front, Meloni may have an in with the incoming US administration in Elon Musk, with whom she famously traded compliments after he introduced her at the Atlantic Council’s Global Citizen Awards in October. However, Musk was subsequently seen to overstep when he criticized Italian judges who blocked deportations. And the two notably differ on future support for Ukraine. Time will tell whether Rome and Washington enjoy la bella vita – or not.
GZERO's No. 9 2024 Game Changer: Venezuela’s Strongman
Who is he? Venezuela’s President Nicolás Maduro has been in power for 11 years, and over the past seven of those years, he has presided over one of the most spectacular social collapses in the world. Economic mismanagement, political repression, and tight US sanctions prompted more than seven million people to flee in a migrant exodus that has reverberated across the region, from South America to South Brooklyn.
What did he accomplish in 2024? Heading into the presidential election this past July, then, it seemed almost certain that the game was up for Maduro. His approval ratings were in the gutter. A historically splintered opposition had united behind a single, reasonably popular candidate. The polling was so skewed against him it seemed like he’d have to steal the election outright to stay in power.
And that’s what he did. Even as all available evidence – including thousands of voter rolls from across the country – suggested he had lost in a landslide, his government published figures showing that he had won a narrow victory. And since then, that has been that. Threats and enticements from the US have failed to budge Maduro. His police have cracked down ferociously on the opposition. He appears to be going nowhere.
How has he changed the game? Maduro has reset what looked like a losing game not only for himself but also for various outside powers that had hoped to see him gone.
What’s next for 2025? Perhaps the most interesting piece of this story will involve the US and the incoming Trump administration.
Trump has pledged to deport millions of undocumented migrants, and many of them are Venezuelan. Where will they go? Repatriation to their home country will require an agreement of some kind with Maduro.
Trump’s Secretary of State nominee, Sen. Marco Rubio, is a Cuban-American who is ultra-hawkish on the communist regime in Cuba as well as its “21st-century socialist” backers in Caracas. If Rubio had his druthers, both governments would be out of power, but he will now need to deal tactfully with Maduro, who has shown that he is, for better or worse, to be reckoned with rather than written off.
“While Trump’s team has hinted at space for a negotiation related to migrants,” says Eurasia Group's Latin America Director Risa Grais-Targow, “the president-elect’s specific history with Maduro, loyalty to Florida voters, and preference for US oil and gas production will limit the scope for a grand bargain and further sanctions relief.”
GZERO’s No. 8 2024 Game Changer: South Africa’s divisive populist
Who is he? It’s not often a former president continues to play a crucial role in the longer-term direction of his country’s politics, but Jacob Zuma is no ordinary former president. From 2009-2018, the charismatic Zuma led the African National Congress and served as South Africa’s president. A series of corruption allegations forced him from power, and Zuma felt he’d been betrayed by his deputy, Cyril Ramaphosa, who is now the ANC’s leader and South Africa’s president.
What did he accomplish in 2024? In 2024, three years after he served two months in prison on a corruption-related charge, Zuma came for his revenge. He formed a brand new political party — uMkhonto we Sizwe, or MK — and ran again for president. The new party didn’t come close to winning nationally, but by drawing 45% support in Zuma’s home region, KwaZulu-Natal, he helped strip the ANC of its national majority.
How has he changed the game? The ANC, Nelson Mandela’s party, the political embodiment of liberation from apartheid, saw its national vote share fall from 57% in 2019 to just 40% in 2024. That stunning result then forced the ANC to invite the largest opposition party, the Democratic Alliance, to form a government of national unity. This is the first time the ANC has had to share national political power since the end of apartheid more than three decades ago.
Zuma’s ambitions were not the only factor that pushed down the ANC’s vote share so sharply. South Africa is still plagued with high unemployment, inflation, corruption, crumbling infrastructure, and a lack of economic opportunity for young people. But, according to Eurasia Group Africa expert Ziyanda Stuurman, “there is a direct line between Zuma’s political maneuvers [in 2024], and the emergence of a coalition government few people would have ever thought was possible.”
What’s next for 2025? It’s too early to say whether forcing the ANC to work with the opposition DA will prove positive or negative for South African politics, but it’s clear that Jacob Zuma changed the political game this year in his country. His challenges to Ramaphosa’s government will continue into 2025.GZERO’s No. 7 2024 Game Changer: Citizens who said ‘No’ to status quo
Who are they? Voters went to the polls this year in more than 50 countries with a combined population of more than 3.5 billion. A lot of them had strong messages to send their elected leaders.
What did they accomplish in 2024? In June, voters in India stunned outside observers by stripping the still-popular Prime Minister Narendra Modi’s Bharatiya Janata Party of its majority in parliament. The result forced the BJP to turn to fickle allies to pass more of Modi’s reform agenda and limited his room for maneuver.
Also in June, voters in South Africa made history by depriving the African National Congress of its majority for the first time in the country’s post-apartheid history. With just 40% of the vote, the ANC was forced to invite the opposition Democratic Alliance to form a unity government — one that has held together contrary to expectations, it must be said.
In July, voters in France punished their centrist President Emmanuel Macron by casting ballots for enough far-left and far-right parties to gut the political center. After struggling to form a government to advance state spending reforms, left- and right-wing parties came together to force Michel Barnier, a compromise choice for PM, out of his job. France’s political crisis continues.
Also in July, fed-up voters in the UK ended 14 years of rule by the Conservative Party in favor of Labour, led by new Prime Minister Sir Keir Starmer. The Conservatives' share of parliamentary seats fell from 252 to just 121, in part because Nigel Farage’s new Reform UK party drew much of the Tories’ support. And British politics has only become more combative. A November poll found that the percentage of UK adults with an unfavorable view of Starmer’s work as PM outnumbers those who approve by well over two to one.
In October, a shock election result in Japan cost the Liberal Democratic Party its majority in the Diet, the country’s legislature. The LDP has held power almost continuously for nearly 70 years.
In November, Donald Trump carried all the so-called swing states in a victory that will replace President Joe Biden and Vice President Kamala Harris with a Republican Party administration.
“Unemployment hurts a small number of people a lot, but inflation irritates everyone,” notes Eurasia Group’s Vice Chairman Gerald Butts. “Incumbents are discovering that hurting all of the people even some of the time makes the whole country angry at their government.”
GZERO’s No. 6 2024 Game Changer: Russia’s ruthless leader
Who is he? Vladimir Putin, the ex-KGB agent who has ruled Russia without interruption since the turn of the millennium, hardly needs an introduction – you know the name. But even after nearly a quarter century in power, he continues to flip scripts year in and year out, and 2024 was no different.
What did he accomplish in 2024? As recently as a year ago, Ukraine and its Western backers still held out hope that Kyiv’s forces might push back the Russian invaders who have laid waste to so much of the country since the 2022 invasion. Since then, Putin has – slowly, cynically, but successfully – shown otherwise.
Today, Russian forces are grinding their way westward in the Donbas while Ukraine suffers shortages of manpower. Kyiv’s bid to divert Russian attention from Eastern Ukraine by invading a small corner of Russia itself in August hasn’t worked out – Putin didn’t take the bait, instead calling in North Korean troops to help repel the Ukrainian incursion.
Meanwhile, US President-elect Donald Trump has questioned support for Ukraine and pledged to end the war “in 24 hours.”
How has he changed the game? By altering perceptions of what’s possible. “In 2025, Ukrainian society will be reassessing their all-or-nothing view of victory,” says Tim Mak, editor of “The Counteroffensive” in Kyiv. “As a democratic country, Ukrainians are increasingly expressing a willingness to negotiate -- and a fear that continuing the war could lead to frontline disaster due to manpower shortages.”
What’s next for 2025? Not everything is roses for Putin these days. His heavily sanctioned economy grows only because of massive military spending. Inflation is high. The population continues to shrink, as birth rates are low and hundreds of thousands of talented young people have left in opposition to the war. Russian casualties in Ukraine now dwarf those of the late Soviet Union in Afghanistan. Globally, Moscow is increasingly the junior partner to a rising China, and the Kremlin just lost Syria, its most important ally in the Middle East.
But heading into 2025, Putin has set himself up to negotiate over Ukraine, and potentially over other issues, from a position of greater strength than many had believed, or hoped, just a year ago.
Honorable Mention: Kim Jong Un
Who is he? Kim Jong Un, the 40-year-old Supreme Leader of North Korea, has been at the helm of the Hermit Kingdom since his father, Kim Jong Il, died in 2011. Following a ruthless consolidation of power, he has directed his energy and the state’s meager finances toward expanding the country’s nuclear weapons program, which he sees as central to North Korean security and sovereignty.
What did he accomplish in 2024? He concluded a mutual defense treaty with Russia while hosting President Vladimir Putin in Pyongyang in June — the first visit to the city by a Russian leader in a quarter century — that laid the groundwork for his deployment of troops to fight in Ukrainian-occupied areas of Russia. The deployment is a major escalation compared to the weapons aid he has been supplying Moscow since 2023, though thus far he has acted with total impunity. That treaty also opened much deeper cooperation with Russia to advance North Korea’s military technology, including progress on nuclear-powered submarines and a more powerful ballistic missile as well as attempts to launch spy satellites.
Kim radically overhauled his government's policy toward South Korea. In January, he renounced the goal of reunification with the South, officially removing it from the constitution. He also rather theatrically destroyed road and rail links to the south, constructed during a period of rapprochement at the turn of the 21st century.
How has he changed the game? By changing the terms on which it’s played. “The dramatic deepening of North Korea-Russia diplomatic and security ties in 2024,” says Eurasia Group expert Jeremy Chan, “has given Pyongyang more strategic optionality and greater assurance that neither South Korea nor the US will attempt an invasion.”
Seoul and Washington can’t credibly threaten military action without running unacceptable risks, and Kim’s control over domestic affairs still appears iron-clad. What’s more, by deepening relations with Moscow, Kim puts pressure on his frenemies in Beijing, who have few tools at their disposal in the relationship besides accommodation.
What’s next for 2025? If Kim has his druthers, talks with Donald Trump to secure recognition of his nuclear status. “These various nuclear and defense-related capabilities attained in 2024 will provide Kim with leverage in future negotiations with Trump,” says Chan, “while allowing Pyongyang to retain its hard-won nuclear deterrent, something which Kim has vowed will never be bargained away.”
Couple that with political chaos in the South after Yoon Suk Yeol’s attempted coup in early December, and it’s looking like the peninsula is in for a wild ride next year.
GZERO’s No. 5 2024 Game Changer: The Syrian rebel who reshaped the region
Who is he? The 42-year-old leader of the Syrian jihadist group Hayat Tahrir al-Sham, or HTS, al-Golani, born Ahmed Hussein Al-Shara, grew up in a middle-class Syrian family. He went to Iraq in 2003 to fight with al-Qaida against the US occupation, taking his nom de guerre “al-Golani” to honor relatives displaced from the Golan Heights, an area of Syria that Israel has occupied since 1967.
After the Syrian civil war began in 2011, al-Golani founded the anti-Assad jihadist Nusra Front group, which later rebranded as HTS.
In recent years, as he established control over northwestern Syria, al-Golani has sought to distance himself from global jihad and present himself as a statesman interested in stabilizing Syria.
What did he accomplish in 2024? In early December, HTS led a military campaign that surged across the country, capturing key cities within days. When the Syrian regime’s longtime backers in Russia and Iran failed to send more support to Bashar Assad, the game was up. In little more than a week, al-Golani’s forces had toppled the 54-year-old House of Assad.
How has he changed the game? The collapse of the famously despotic Assad regime has sent shockwaves through the region. Syria, for decades a bulwark of expanding regional power for Shia Iran, as well as Russia, is now under the nominal control of HTS, a Sunni group with links to Turkey, a country politically at odds with most major Arab powers. Israel is watching warily and has already struck at Syrian arms depots to prevent them from falling into the hands of anti-Zionist groups. Donald Trump wants the US to “stay out of it,” but he’ll inherit the nearly 1,000 US troops in Syria fighting Islamic State remnants. Iran and Russia, for their part, can hardly be expected to simply fade away.
What’s next for 2025? Al-Golani’s rule is barely a week old. He must establish order in a fractious country wrecked by more than a decade of brutal civil war. Can he? And will his vision of Syria allow the country’s sectarian minorities to live in peace and dignity? Is there a world where the 7 million Syrian refugees who have gone to Turkey and Europe since 2011 really choose to return?
In some ways, “the collapse of the Assad regime is the Middle East’s most hopeful moment in over a decade,” says Firas Maksad, a senior fellow at the Middle East Institute in Washington, DC. “But it carries within it the seeds of further communal and regional conflicts that could persist for a decade to come.”
What we know for sure is that al-Golani’s forces have already smashed decades-old assumptions about the balance of geopolitical, regional, and sectarian power in a volatile region. Whatever comes next begins now.
GZERO’s No. 4 2024 Game Changer: Israel’s political survivor
Who is he? Israel’s longest-serving prime minister, Benjamin Netanyahu leads the right-wing Likud Party. He was the first Israeli prime minister elected by direct popular vote in 1996 and served until 1999. He regained the premiership from 2009 to 2021, and then again in November 2022. His latest administration has been marked by the Oct. 7, 2023 attack by Hamas, mistreatment of Palestinian groups, limiting the Supreme Court’s power, and his own legal challenges, including charges of bribery and fraud.
What did he accomplish in 2024? Netanyahu has, as he promised in the wake of Oct. 7, reshaped the balance of power in the Middle East.
He has greatly weakened Israel’s adversaries, Hezbollah and Hamas, eliminating Hamas leader Yahya Sinwar and Hezbollah chief Hassan Nasrallah. Israel used the fall of Syria’s Assad regime as an opportunity to take control of areas in Syria beyond the Golan Heights and take out its neighbor’s military capabilities. Meanwhile, doubts about Israel’s deterrence abilities following Oct. 7 have been restored after it largely shot down all of Iran’s retaliatory missile strikes.
Eurasia Group’s Senior Analyst Greg Brew says Netanyahu’s greatest triumph was overseeing the war against Hezbollah, which decimated the group’s leadership, killed thousands of its fighters, and degraded its capacity to strike Israeli cities, without triggering serious retaliation.
How did he change the game? Netanyahu began 2024 with 85% of Israelis calling for his removal and officials circulating petitions calling him an “existential threat” to the country over his handling of the Gaza War. He is accused of abandoning the Oct. 7 hostages and prolonging the war for his own benefit.
"Netanyahu began 2024 still dealing with the aftershocks of October 7 - military, political and social - and a full-fledged offensive in Gaza," says Tel Aviv based journalist and advisor at Israel Policy Forum Neri Zilber. "The ensuing year saw him slowly grind down his opponents both domestic and foreign, following one overarching objective: playing for time and remaining in power. And it worked probably better than he could have ever expected."
He ignored US demands to treat Gazans humanely, calling Washington’s bluff over withholding military aid if Israel did not increase the flow of food and humanitarian aid. However, doing so has further alienated Israel on the global stage, leading global institutions, leaders, and human rights groups to accuse Netanyahu of committing genocide in Gaza.
Nevertheless, he is ending the year with a 47% approval rating, seeing his popularity rebound after his aggressive campaign against Hezbollah and Iran. “Netanyahu is looking much stronger than he was six months ago,” says Brew. “The war against Hezbollah, the strikes on Iran, and the decimation of Hamas has strengthened his claim to be the strongest figure ensuring Israel’s security.”
While centrist figures like Yoav Gallant and Benny Gantz have departed his cabinet, forcing Netanyahu to rely more heavily on far-right figures, “he has kept his coalition together and looks likely to do so in 2025,” explains Brew.
What to expect from him in 2025? The coming year will open up various possibilities for Netanyahu. "He has the option of simply holding on to power and continuing the grinding low-level war in Gaza; he can opt to cut a deal for the hostages in Gaza, even at the cost of halting the war, and use it as leverage for a larger peace deal with Saudi Arabia," predicts Zilber.
In the year ahead, Netanyahu is likely to benefit from and be emboldened by the Trump administration. Donald Trump shares Israel’s hatred of Iran, supports the Gaza War ending on Israel's terms, and has appointed Mike Huckabee, who is vocally in support of Israeli settlements in the West Bank, as the ambassador to Israel. Netanyahu's dependence on far-right figures like Itamar Ben-Gvir and Bezalel Smotrich will constrain his options when it comes to normalizing relations with Arab states like Saudi Arabia — something Brew says is certain to be a US priority under Trump.
But with US support all but guaranteed and public sentiment back behind him, Netanyahu is likely to continue his aggressive maneuvers in the Middle East into 2025.
“Netanyahu’s foreign policy priority in 2025 will be addressing the threat posed by Iran, and specifically Iran's nuclear programs,” says Brew. “I expect this to be the focal point in his relationship with Trump, along with issues of importance to his coalition, such as confirming US support for the settlement of territory — and perhaps even the partial annexation — of the West Bank.”
GZERO’s No. 3 2024 Game Changer: Those responsible for global migration
Who are they? The migrant took many forms in 2024, driven by armed conflicts, economic downturns, and the promise of opportunity – but their numbers fell as countries clamped down and closed borders. Irregular crossings of Middle Eastern and African migrants to Europe dropped by 42% in the first nine months of the year. Latin American migrants pursued better economic prospects in the US, but their numbers also declined sharply. Asian and South Asian emigres moved to Australia and Canada for education and jobs, but those countries also cut numbers back. In Africa, South Africa implemented a points system to prioritize skilled workers, while intra-continental migration surged in the North due to unrest in Sudan.
What did the migrant accomplish in 2024? Economically, migrants played a crucial role in labor markets, filling gaps in sectors like agriculture, healthcare, and technology. In some countries, their economic impact helped stave off a recession. But some migrant groups exacerbated social tensions, notably around issues that engaged their diasporas, such as the Israel-Hamas War, and also put a strain on cash-strapped public services.
And the latter issue caused a backlash among voters. “Since the pandemic, there has been a major increase in the number of immigrants, primarily legal ones, to Canada, the US, Europe, and the UK to address labor shortages,” said Graeme Thompson, senior analyst at Eurasia Group. “The problem is that first, those numbers increased very rapidly to historically unprecedented levels, and second, that has been combined with preexisting stresses on housing and social services. And that combination has proved politically explosive."
How did the migrant change the game? This past year, the migrant shaped elections around the world. Illegal immigration was the pivotal issue in the US presidential election, as now-President-elect Donald Trump accused the Democrats of failing to control America’s borders and blamed illegals for a surge in crime. In Europe, Austria's general election campaign was dominated by migration issues, with the far-right Freedom Party advocating for stringent asylum policies, while in Germany and Italy, anti-immigration parties saw a surge in support. Immigration was a key election issue in South Africa, where the ANC lost its majority as opposition parties pushed anti-migrant policies.
What to expect in 2025? The migrant will remain a source of tension as countries continue to clamp down on illegal immigration. Trump’s deportation plans could provoke a surge of migrants to Canada, prompting the Canadian government to announce a billion dollars in spending to harden its southern border. European countries, meanwhile, have stopped processing the claims of Syrian refugees in the wake of Bashar Assad’s overthrow, and many refugees plan to return home. But it remains to be seen whether the new regime will provoke a new exodus as minority groups such as the Kurds may feel under threat. The impact of immigration on housing has become a central issue in Canada and Australia, both set to have elections in 2025. And in Africa, the ongoing war in Sudan has displaced 11 million people and doesn’t look to end any time soon.
GZERO’s No. 2 2024 Game Changer: Billionaire entrepreneur
Who is he? The CEO of X, Tesla, and SpaceX, Elon Musk is the wealthiest and possibly the most powerful private citizen in the world. He controls a revolutionary space company, America’s top electric vehicle producer, and a big chunk of the global public square formerly known as Twitter. In 2025, he’s set to be the beneficiary of the biggest political bet of 2024: spending over $100 million in donations andleveraging his 200-plus million followers on X to support a Trump win for the American presidency.
What did he accomplish in 2024? In 2024, Musk became a political kingmaker. Musk’s financial and technological backing of the Trump campaign, including his use of AI-driven voter engagement tools,upended traditional election strategies. After Trump’s victory, Musk was appointed Director of Government Efficiency, or DOGE, a newly created position that will leverage private sector innovation to streamline federal operations. He even earned the praise of arch-lefty Sen. Bernie Sanders, who said “Elon Musk is right” to want to curb wasteful Pentagon spending.
How has he changed the game? Musk’s influence on politics and governance is unprecedented. By combining his tech empire with his growing political clout, Musk has blurred the lines between private enterprise and public policy. Musk has turned up on phone calls and meetings with global leaders (Ukraine’s Volodymyr Zelensky,Hungary’s Viktor Orban) and, closer to home, technology rivals (Google CEO Sundar Pichai).
What’s next for 2025? With DOGE, Musk plans to unveil a federal efficiency initiative targeting defense spending and bureaucratic red tape. While he’s not taking a salary, new programs could significantly benefit SpaceX, particularly in the area of military logistics and battlefield AI, raising questions of a conflict of interest. And Starlink’s satellites could replace Washington’s existing plans for hard-wired broadband infrastructure.
What does this mean for other companies seeking to do business with Washington – and for politicos seeking influence? “Getting on Elon’s good side has never been more important,” observes Eurasia Group President Ian Bremmer. “And for all the whispering in Trump circles that the White House won’t be big enough for their two personalities and wills, both men deserve credit for being extremely careful in managing relationships where their livelihood is at stake.”
GZERO’s No. 1 2024 Game Changer: MAGA in chief
Who is he? At this point, Donald Trump – GZERO’s top political game changer of the year – needs no introduction. The New York native and real estate mogul began his political career in 2015, cementing it a year later by beating Hillary Clinton to win the presidency. But he was defeated by Joe Biden in 2020 in large part because of how he handled the COVID-19 pandemic, his harsh immigration policies, and his pattern of erratic behavior.
What did he accomplish in 2024? The former president turned president-elect is set to return to the White House after winning the electoral college and the popular vote in what was meant to be a close election. Trump is backed by a Republican-controlled Congress, a conservative majority on the Supreme Court, and a cabinet of loyalists determined to implement his policy agenda.
“Trump won the closest thing you can these days that counts as a mandate, and he’s the first Republican to win the popular vote since 2004,” says Eurasia Group’s US expert Noah Daponte-Smith. “That’s a big accomplishment, and it matters to the way he’s going to govern.”
How did he change the game? Trump’s win was no inevitability. Flash back to the Republican primaries, when he faced competition from Florida Gov. Ron DeSantis and former South Carolina Gov. Nikki Haley – until, that is, voters showed that the base remained squarely in Trump’s camp.
He prevailed despite facing 34 soon-to-be-obsolete felony convictions, the fallout from the Jan. 6 insurrection, and two states attempting to kick him off their primary ballots. In fact, in many ways, Trump used those setbacks to his advantage, spinning them to rally voters to the polls.
Trump won every swing state, accumulating the most electoral college votes for a Republican since 1988. He widened the party’s base, winning 2.5 million more votes than when he ran as the incumbent in 2020.
In doing so, he revealed the country had swung to the right, turned out a record number of young male voters, and made inroads with some Democrats – increasing his support among every demographic group besides women. He survived an assassination attempt against him and used it to further rally his party around him. The GOP is now Trump’s party, and any remaining old-school Republicans who may have opposed him have been left party-less – some even crossed the aisle to endorse Kamala Harris.
An underrated contributor to Trump’s victory was his “mastery of the new information ecosystem,” notes Daponte-Smith. “Trump’s podcast blitz in the middle of the campaign baffled many at the time but in retrospect looks to have been a deft move that enabled him to make substantial inroads among demographics that traditionally don’t lean Republican.”
What to expect from him in 2025. Even before his inauguration on Jan. 20, Trump is meeting with world leaders, compiling a cabinet of loyalists, and vowing to implement punishing tariffs on America’s allies and enemies.
In conflicts in Ukraine and the Middle East, Trump is likely to push for temporary ceasefires to demonstrate his peacemaking abilities, which may ultimately result in the partitioning of Ukraine and expanded Israeli power over Palestine. Meanwhile, he will likely restart his “maximum pressure” campaign to heavily sanction Iran.
Daponte-Smith says he is expecting Trump to make headway in three key areas: trade, taxes, and immigration. He will likely substantially raise tariffs on China in the first year while limiting illegal immigration to the US and ramping up deportations. “The tax bill at the end of the year, which will very likely extend all of the 2017 tax cuts, will be the cherry on top for Republicans, who know that trifectas tend to be short-lived and are looking to move quickly to make the most of this one.”
- 2023 game changers that weren’t ›
- Top 10 game changers of 2023 ›
- What Assad’s fall means for Syria, the Middle East, Moscow and Washington ›
- G7 meeting: Ukraine and Meloni take center stage ›
- Netanyahu's uncompromising UNGA address ›
- How will Trump 2.0 approach foreign policy? ›
- Elon Musk and the Political Power of Young Men ›
Viewpoint: As South Africa's democracy turns 30, Mandela's ANC faces toughest election yet
South African voters will decide on May 29 whether to give another five-year mandate to the African National Congress, the political party that helped bring about the country’s transition to multi-racial democracy in 1994 and has ruled ever since.
Amid intense scrutiny of the ANC’s 30-year record – especially its failure to address economic problems and an electricity supply crisis – the polls show the party at risk of losing its parliamentary majority. Contributing to its woes is the reemergence of Jacob Zuma, a controversial former president and party leader, who is supporting a new political formation threatening to steal votes from the ANC.
We sat down with Eurasia Group’s Ziyanda Stuurman to learn more about the upcoming vote.
How has the 30th anniversary of the transition to democracy played in the election campaign?
A number of opposition parties have harped on the idea that the ANC hasn’t delivered what it promised at the advent of democracy and that South Africa needs new leaders. They say that if the country is going to change course on unemployment, inequality, and poverty, there is no better time to do it than this year. The ANC, on the other hand, is positioning itself as the defender of democracy and calling on voters to support the people who fought against apartheid and preserve the legacy of Nelson Mandela, the country’s first democratically elected president.
Does the ANC have concrete achievements it can point to from its 30 years in power?
Yes, the party has been touting progress on a range of development indicators. These include increasing the proportion of households with access to electricity from 57% to 89% between 1996 and 2021, increasing the share of households with access to piped water from 44% to 60% between 1996 and 2022, and building 3.4 million low-cost houses between 1996 and 2022.
What do voters think? Why has support for the ANC declined?
One long-running concern is unemployment. The unemployment rate is over 30%, with youth unemployment closer to 60%. The country has struggled to generate jobs for decades, but the problem intensified when Zuma was president from 2009 to 2018, investment slumped, and the economy stagnated.
A more pressing concern at the moment is the crisis of electricity supply caused by corruption and mismanagement at power utility Eskom. The situation has improved somewhat this year, but in 2023 the country suffered frequent blackouts. When the government literally can’t keep the lights on, that’s the type of thing that really sours voter sentiment. Finally, many people have been disappointed with President Cyril Ramaphosa, who assumed office after Zuma resigned following years of allegations of sweeping corruption in his government.
Why this disappointment?
I think there were a lot of unrealistic expectations that Ramaphosa, a successful businessman, would quickly turn the country around. He’s just one man and the ANC is a very big organization. Moreover, he has had to deal with the fallout from crises such as COVID-19 and the war in Ukraine. He has made progress rebuilding institutions that suffered during Zuma’s tenure such as the tax authority and the judiciary. But I think that many people see these issues as far removed from their lives and things like the price of bread and fuel and so on.
Ramaphosa himself has been tainted by allegations of wrongdoing, right? What is the status of the investigation into the alleged fraudulent activities at his Phala Phala farm?
It’s turned out to be mostly a damp squib. Right now there are four suspects on trial for breaking and entering at the farm, but very little has been tied to the president (he was alleged to have covered up the theft of a large sum of money to avoid scrutiny). When the story broke in 2022, his approval ratings suffered, but they have since recovered. I highly doubt that the average person is thinking of Phala Phala as an issue. Ramaphosa is a wealthy man, so people just think, “ok, a rich man got robbed. So what?”
Meanwhile, Zuma has made a comeback. What has been the impact of his new party? And given his legal troubles, can he serve in parliament?
The Constitutional Court has just put the final nail in the coffin for Zuma’s ambitions to get reelected to parliament and becoming president again. It ruled that his contempt of court conviction for refusing to testify in a public inquiry on corruption made him ineligible to stand for parliament. Moreover, the impact of his new party, uMkhonto weSizwe, and its ability to steal votes from the ANC has been greatly exaggerated by the media. Some polls have given it a 14% share of the national vote, which would make it the third-largest party in the country. But there are substantial problems with South African polling, and I don’t think it will obtain anywhere near that share of the vote.
If the ANC does lose its parliamentary majority, what would that mean for the country?
I think the ANC is likely to retain its majority, and if falls short, it’s not likely to be by much. That means the ANC could form a coalition government with one or more small, ideologically aligned parties, which would not have much impact on government policies. In fact, Ramaphosa could probably move faster on some of his priorities in a second term. In a less likely scenario of a much worse showing for the ANC, say a vote share of about 40%, then it would be forced to partner with one of the bigger opposition parties, the Democratic Alliance or the Economic Freedom Fighters. This would force bigger policy changes (the DA is more fiscally conservative, while the EFF is more left-wing) and result in an unstable coalition. I would expect such a government to collapse before the end of its term in 2029, requiring snap elections.
Edited by Eurasia Group Senior Editor Jonathan House.
World leaders: Thanks for nothing!
This Thursday, many of our readers — particularly in the US — will celebrate Thanksgiving.
At worst, it’s a day to argue with your relatives about super-chill topics like climate change, racism, abortion, or cancel culture (here’s a useful guide for that.)
But at best, it’s an opportunity to take a moment, look around, and recognize the things you’re grateful for in this life.
And it’s not just you — our world leaders have much to be thankful for as well. Here, then, is a partial list of global gratitude:
US President Joe Biden: God love ya, Donald, I’m grateful you’re gonna run again! You’re probably the only fella I can beat in 2025, I mean ‘24. Don’t you go messing this up, Florida Gov. Ronda Sannis!
Former US President Donald Trump: Even though I am still VERY unfairly treated by the FAKE media and radical left psychopaths who are doing so much to ruin our beautiful COUNTRY, I am grateful that I continue to be the person I admire most: ME. #Trump2024
Qatar’s Sheikh Tamim bin Hamad al Thani:Shukran! We are so thankful to the billions of fans who aren’t fazed by our little kingdom’s human rights fiascos and dodgy FIFA dealings — and we’re especially grateful that the world’s second-largest economy is among them.
Twitter boss Elon Musk: Hey so yeah thanks for the extremely hard work of the 18 guys — literally all guys — who still work for me here. But what I’d REALLY like is can Trump get back on Twitter already? Kanye is good LOLs, sure — but I need more mayhem to make this $44 billion worth it.
Taiwanese President Tsai Ing-wen: Just grateful for the immense difference that a well-placed strait makes. For now …
Chinese leader Xi Jinping: For now indeed, Ms. Tsai. For my part, I’m thankful that COVID — wherever it came from — had an upside! It’s been a capital excuse to lock down a billion or so people and show the Party “Hu’s” boss.
Former German Chancellor Angela Merkel: To be honest, I happy to just be OUT of all this mess entirely. Keeping my notifications OFF. Noch eine Piña Colada, bitte!
Saudi Crown Prince Mohammed bin Salman: Nature is a wonder, a gift. Today I’m grateful to the sedimentary deposits of the prehistoric Tethys Ocean, which — so many hundreds of millions of years later — have helped my country to get rich, and enabled me to get away with ... oh, you know, stuff …
Argentine President Alberto Fernández:Gracias a Messi and the squad for getting humiliated by Saudi Arabia. You have given the Argentines something even worse than the economy to be depressed about for the next week.
North Korean Supreme Leader Kim Jong Un: I am grateful to the sea for so graciously putting up with the missiles that I fire into it – constantly, angrily, pointlessly. WHY IS NO ONE PAYING ATTENTION TO ME? WHY?
Brazilian President-elect Lula: I am now a card-carrying member of the Pandemic Gratitude Club founded by Joe Biden. If not for COVID, I don’t think either of us would have won. Obrigadão!
Philippine President Ferdinand “Bongbong” Marcos, Jr: Not only am I grateful for the world’s best nickname, I also can’t thank today’s Filipino youth enough. They have no idea who my dad was, so they all voted for me! Bongbong loves the kids!
UK PM Rishi Sunak: Grateful indeed to have made it past the “head-of-lettuce” stage of my premiership. Still, it was perhaps foolish to give up swimming through my pools of gold coins just to take charge of the world’s sickest advanced economy.
South Africa’s former President Jacob Zuma: Grateful, my friends, for a little extra time by the pool before I head back to jail, again.
Italian PM Giorgia Meloni: I just want to say grazie mille to Matteo Salvini, whose self-destructive antics have opened so very many opportunities for me. But Silvio, you stay the hell away from me…
Signal writers: We’re grateful to have the best job and readers in the world. It’s a pleasure to write for you and to chat/spar with those of you who write in — either to show love or (especially) to take issue with our work.
You: What are you, dear reader, grateful for? Let us know here.This comes to you from the Signal newsletter team of GZERO Media. Sign up today.
What We're Watching: Elections in Northern Ireland, South African president in trouble
Northern Ireland’s choice
On Thursday, voters across the UK head to the polls for local elections, but it’s the contest in Northern Ireland that might make history. Sinn Féin is expected to finish with the most seats in Northern Ireland’s assembly. Its victory would be more symbolic than immediately substantive, since power in the assembly must be shared between the two lead parties, and Sinn Féin has focused its campaign on today’s economic hardship, not on a century of Irish partition. But the symbolism matters. A Sinn Féin win would mark the first time in Northern Ireland’s 101-year history that the UK province is led by a party that supports reunification with the Republic of Ireland, an EU member state. It would make Sinn Féin the most popular party on both sides of the Irish border. And it would prove deeply embarrassing for UK PM Boris Johnson, who is fighting for his scandal-plagued political life at the moment and considering another battle with the European Union over Northern Ireland’s place in the EU’s single market.
Ramaphosa on the ropes
South Africa's President Cyril Ramaphosa is in a slump these days. Last weekend, angry miners booed him off stage during a May Day rally, the level of anger seemingly taking many by surprise. Ramaphosa's own party is divided over his anti-corruption efforts, and he's being blasted by the opposition for not fixing South Africa's problems, mainly sky-high unemployment and a chronic power crisis. And to top it all off, the country is suffering its fifth COVID wave. The clock is ticking for Ramaphosa, who hopes to be re-elected in December as head of the ruling African National Congress, which has dominated politics in South Africa in the post-apartheid era. Ramaphosa will likely face a tough challenger from the ANC's activist wing, which is aligned with his predecessor Jacob Zuma, forced to resign in 2018. Zuma's staying power within the ANC cannot be overstated: last July, his 15-month prison sentence for corruption sparked the worst nationwide riots since minority white rule ended in 1994. If Ramaphosa loses the battle for ANC leadership, he'll probably have to step down as president — as Thabo Mbeki did in 2008 to make way for Zuma. Can Ramaphosa get back his mojo in time to keep his job?What We're Watching: South Africa's local elections
ANC feels heat as South Africa votes. South Africans go to the polls on Monday to vote in local elections, which are viewed as the biggest test for the ruling ANC party since the end of apartheid. The ANC, which has won every nationwide election since 1994, could lose control of major cities, including Johannesburg, to the opposition Democratic Alliance and coalitions of small independent parties because many South Africans are fed up with government corruption and dysfunction. Indeed, ongoing power outages are being blamed on a state-owned power utility long suspected of graft, and crumbling infrastructure on years of financial mismanagement by successive ANC-led governments. President Cyril Ramaphosa, an ANC stalwart, has admitted (some) party mistakes, and required all ANC candidates to sign a non-enforceable pledge to improve public services. More broadly, it's also the first time the ANC will face voters since the deadly riots that followed former president Jacob Zuma's conviction for contempt of court last July. Zuma is now on parole while he faces trial for corruption, but he remains immensely popular with the ANC's left wing — and a thorn in the side of his successor Ramaphosa.
South Africa: Rule of law or cult of personality?
Imagine for a moment that you have been elected president of a major country because of your promises to root out corruption and kickstart the economy. Now imagine that the moment you arrest the most corrupt person in your country's history, the streets explode in a destructive orgy of riots and looting in response.
This is the situation currently facing South Africa's president, Cyril Ramaphosa. In recent days, he has deployed the army to control the worst upheaval the country has seen in decades. Malls and warehouses have been ransacked and torched. Dozens have been reported killed. Hundreds have been arrested.
How'd we get here and what comes next for Africa's most advanced economy?
The backstory. Last week, South Africa's supreme court sentenced former president Jacob Zuma to 15 months in prison for failing to appear at a hearing on allegations of corruption during his presidency, which lasted from 2009 to 2018. Zuma also stands accused in a multibillion-dollar graft scheme linked to an 1999 arms deal negotiated when he was deputy president. After initially rebuffing the court order, he turned himself in. That's when the trouble started.
Zuma is a complicated figure. A wildly charismatic hero of the struggle against apartheid who was once jailed alongside Nelson Mandela, he rose to lead the African National Congress, South Africa's most powerful political party, and was elected president in 2008. But his political legacy is tainted by corruption scandals and other improprieties.
After widespread discontent over corruption cost the ANC in local elections in 2016, party moderates sidelined Zuma, paving the way for Ramaphosa, a union-boss-turned-tycoon, to take over with promises to tackle corruption and boost economic growth. The ANC made him party leader in 2018 and he won a popular vote a year later.
The trouble for Ramaphosa is that Zuma is still very, very popular, in particular within his home province of KwaZulu-Natal, as well as among more radical, leftwing elements of the ANC suspicious of Ramaphosa's enthusiasm for market-oriented economic reforms. Zuma's own foundation warned on Twitter that there would be no "peace and stability" until the 79-year old Zuma is released from prison. They were right.
But Zuma's arrest is only part of the story these days. The crafty — and grafty — old politician's jailing may have lit the fuse for protests, but the dynamite was laid by other issues.
First, South Africa is still reeling from the pandemic. The country has already recorded the highest death rate per 100,000 people in Africa, and the tenth highest in the world. As a third wave of infections swells, fresh lockdowns are in place. Barely 2 percent of the country's 60 million people have been vaccinated as South Africa, like the rest of the continent, struggles to get access to jabs that have been bought up by wealthier countries.
That comes on top of an already dire socio-economic situation. The unemployment rate tops 30 percent overall, but nearly half of people under 35 are jobless. Racial divides are still deep — more than a quarter of a century since the end of apartheid, two thirds of Black South Africans live in poverty. And in 2019, the World Bank called South Africa the most economically unequal country in the world.
Part of the reason things are so bad is...corruption. The country ranks 69th out of 180 countries in Transparency International's latest Corruption Perceptions Index, and has actually fallen five spots over the past decade. Graft saps resources and opportunities from everyone in South Africa, but particularly those less well-off.
Which brings us back to the protests and riots of the past few days. Holding a powerful former leader to account for corruption sends a strong signal. But with the streets on fire for doing just that, South Africa faces a critical question: what will prevail, the new president's rule of law or the old one's cult of personality?
What We're Watching: Bolsonaro criminal probe, Lebanon's "social explosion," Zuma defies court, Putin's definition of champagne
Bolsonaro probe heats up: A smattering of protests broke out in cities across Brazil this weekend after the Supreme Court gave the go-ahead for a criminal probe into President Jair Bolsonaro for "dereliction of duty" linked to procurement of COVID vaccines. What's this all about? A recent congressional inquiry into Bolsonaro's broad handling of the COVID crisis revealed that he knew — and failed to report to authorities — a shady deal negotiated by his health ministry to buy jabs from a private Indian pharmaceutical company for more than 10 times the price originally quoted. The allegations have sparked fresh calls to impeach Bolsonaro, but conviction would require support from two-thirds of the lower house of Congress, an unlikely scenario given Bolsonaro's broad web of alliances in parliament. Still, the unfolding political drama is indeed having an impact on the street cred of the populist president, who rose to power on an anti-establishment, anti-corruption platform: Bolsonaro's net approval rating now hovers at -23 percent. Brazilians, who have been pummeled by the COVID crisis, will surely be watching the probe very closely ahead of next year's presidential vote. The timing is not great for Bolsonaro, whose nemesis, leftwing former president Lula, is gaining steam in the polls.
Lebanon's impending "social explosion:'' Lebanon's financial and social crises have been deepening for months, but Prime Minister Hassan Diab recently warned that a "social explosion" is imminent. Gas and electricity shortages have intensified, prompting nationwide protests. Recent reports detail Lebanese lining up for hours to fill up their vehicles, with some even pushing their cars because of the dire fuel scarcity situation. For months, Lebanon's fractious transitional government has passed ad hoc measures to try and address the worsening economic crisis: Parliament recently passed a $556 million food ration program to help Lebanese buy basic goods (half of Lebanese now live below the poverty line) but it's unclear how the cash-strapped state will pay for it. As we've written before, the current mess is a direct result of a severe economic crisis that started in late 2019 as a result of decades of corruption and mismanagement. It was then turbocharged by the fallout from the August 2020 Beirut port explosion, which left Lebanon without a functioning government. Last month, the World Bank said that Lebanon's economic crisis ranks among the world's most severe since the mid-1800s.
Zuma defies court — again: Jacob Zuma, South Africa's defiant former president, has refused to turn himself in to authorities after the country's top court sentenced him to 15-months in prison for failing to appear at an inquiry into corruption that occurred during his time in office. Zuma, who is 79, has launched several court appeals in recent days, saying that sentencing him to jail during a global pandemic is the same as "sentencing me to death." A stalwart of the ruling African National Congress (ANC) party and close confidante of Nelson Mandela, Zuma served as president for nine years until 2018, when he was forced to resign amid graft allegations. But he retains an extremely loyal following: in recent days, hundreds of supporters formed a "human shield" outside his home, vowing to protect Zuma if police showed up to arrest him. Zuma, for his part, told the crowd that "a messy confrontation would've ensued if police dared to arrest me." The standoff is exacerbating tensions within the already-divided ANC, making life hard for Zuma's successor and former ally, President Cyril Ramaphosa, who has pledged to bring "ethics into politics."
What We're Ignoring:
Putin's definition of champagne: Fresh tensions are bubbling between Moscow and Europe, after Vladimir Putin signed a law that says only Russian producers of fizzy white wine can use the term "champagne" on their products in Russia. As anyone who's spent (and can remember) a new year's celebration with Russians knows, the country has long produced its own "Sovyetskoye Shampanskoye" (Soviet Champagne), a glorious, festive, splitting headache in a bottle. Much of the stuff is made in southern Russia, as well as in Crimea, the peninsula of Ukraine which Moscow annexed in 2014 and is trying to prop up as best it can now. Meanwhile, the makers of actual champagne are popping mad now, with market leader Moët Hennessy pledging to halt all exports to Russia until a solution can be found. The EU is making its usual "why I oughta!" strong statements, but will flutes go empty in Russia now? The country imports about 50 million liters of sparkling wine annually, of which about 13 percent is from the Champagne region of France, according toDrinks Business, a trade publication.
What We’re Watching: Australia cancels China deals, Zuma without lawyers, US to recognize Armenian genocide
Australia rips up Belt & Road deal: Australia cancelled two 2018 deals signed between Victoria, Australia's wealthiest state, and the Chinese government, that committed the two sides to working together on initiatives under China's Belt and Road infrastructure development program. Foreign Minister Marise Payne said that the agreements "were adverse to our foreign relations." Similar deals between Victoria and institutions in Iran and Syria were also abandoned by the Australian government this week, under a 2020 law that allows Canberra to nullify international agreements struck at local and state level. (Australian universities say the "foreign veto bill" amounts to "significant overreach.") Meanwhile, Beijing hit back, calling the move "unreasonable and provocative," and accusing Canberra of further stoking divisions after a series of escalatory moves by both sides that have seen China-Australia relations deteriorate to their worst point in decades. Chinese investment in Australia dropped by 62 percent last year, a massive blow for Australia's export-reliant economy.
Zuma's lawyers quit: Jacob Zuma's entire legal team has thrown in the towel just a month before the former South African president's high-stakes corruption trial. The lawyers have yet to explain why they've dropped Zuma, but regardless it will make it much harder for him to prove he is innocent of 16 charges of racketeering, fraud, corruption and money laundering related to a $2 billion arms deal from the 1990s. Zuma — who was forced to step down in 2018 over this corruption scandal — has long decried the trial as a political witch hunt, stonewalling all requests for evidence and often not showing up when he was due in court. But the process is a major test for South Africa's judiciary to demonstrate it can actually hold people in power to account for corruption. Zuma's successor and former ally, President Cyril Ramaphosa, will be watching very closely.
US to recognize Armenian genocide: A hundred years after the Ottomans tried to exterminate the empire's Armenian population, US President Joe Biden will officially recognize the campaign as a genocide on Saturday. Biden's decision, first sniffed out last month by our very own Ian Bremmer — makes him the first sitting US president to make the designation, joining nearly 30 other countries that have already done so. Although the move is purely symbolic, it risks hurting relations with Turkey, modern successor to the Ottoman Empire and which for decades has denied that as many as 1.5 million Armenians were intentionally massacred or marched to their deaths during and after World War I. With ties between the US and Turkey, a NATO ally, already strained over Turkish President Recep Tayyip Erdogan's increasing authoritarianism and his defense dalliances with Russia, expect some fireworks between Washington and Ankara in the coming days.