Hollister’s Geopolitics Compass * May 2026

May 2026 was the month in which supply itself became a weapon. What appeared in the headlines as separate crises - Hormuz, Ukraine, Europe, the Sahel, Cuba, the South Caucasus - reveals a deeper common logic: energy, raw materials, sea lanes and military power are once again being used as one integrated pressure system. Hollister’s Geopolitical Compass does not sort events by noise, but by impact: who gains room to maneuver, who loses it, and which global chains begin to break when supply, security and geopolitics merge.

