Rapid Sitrep: Former JNIM Commander Who Defected to ISSP Details Reasons Behind Decision

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Saaʿd Bottom Line Up Front On 16 February 2026, it was posted in an Islamic State chatroom that a former commander of al-Qaeda's West African branch, Jama'at Nusrat al-Islam wal-Muslimin (JNIM), known by the name Saaʿd, has released several audio recordings detailing his reasoning for his defection to Islamic State Sahel Province (ISSP).  What you need to know At the time of this report, Saaʿd's date of defection is unclear. While Fulcrum Intel Digest will update this piece when we have the recordings, for now we know the following reasons from the chatroom: The commander feels that Al-Qaeda leadership do not implement Sharia "in it's entirety", despite his own efforts to implement it how he saw fit during several meetings with senior leaders from both JNIM and Al-Qaeda in the Islamic Maghreb (AQIM).   Further, Saaʿd's view is that the accusation from Al-Qaeda that ISSP are "Kharijites" is baseless and has “no foundation in the Quran  or the Sun...

Predictive Geopolitical Outlook for 2026: Multipolarity, Strategic Competition, and Emerging Regional Agency


 

The year 2026 is anticipated to be a pivotal moment in the transformation of the global landscape as the international system continues its transition toward a multipolar world. Key nations - notably China, the United States, India, and Russia - are expected to adjust their geopolitical strategies to gain economic benefits, political clout, and security interests. Experts predict that geopolitical rivalry will become more intense without leading to large-scale conflict, primarily because economic interdependence remains a stabilizing factor among competing blocs. Instead, 2026 is likely to be marked by transactional diplomacy, contested areas of influence, and increased fragmentation within global governance frameworks. This shift reveals weaknesses in the declining unipolar order while offering emerging regions new opportunities to exert greater strategic influence.

 

Africa is set to become one of the most significant of these emerging regions. With an anticipated continental growth rate of about 4% and rising investment inflows, African nations are becoming more proactive in shaping diplomatic and economic alignments. The African Continental Free Trade Area is bolstering the continent’s status as a unified market, making it more appealing for diverse global partnerships and supply-chain restructuring. At the same time, demographic growth, increasing digital adoption, and new energy resources are enhancing Africa’s importance in the global competition for markets, labour, and strategic minerals. As major powers vie for influence, African governments are capitalizing on multipolar dynamics to secure more favourable economic deals, enhance regional integration, and assert policy independence in global forums. In this scenario, Africa is not just a geopolitical stage but an increasingly influential player capable of shaping the emerging order's contours.

 

1. Major Power Dynamics

1.1 China’s Expanding Global Footprint

China’s economy might surpass or match that of the United States around 2026, intensifying competition as Beijing pursues its global leadership goals through expanded alliances in Eurasia, Africa, and Latin America. This expected economic milestone is significant not only as a symbolic shift in the global economic hierarchy but also because it enhances China’s ability to influence international norms, trade flows, and development models. As its economic influence grows, China is likely to intensify its use of financial power, technology exports, and political alliances to extend its geopolitical reach.

Beijing’s strategy involves solidifying its position at the center of an extensive network of economic and diplomatic relationships. In Eurasia, China continues to enhance connectivity through major transport corridors, energy pipelines, and cross-border economic zones, many of which are part of the Belt and Road Initiative. These projects provide China with long-term leverage over regional supply chains, infrastructure development, and investment patterns. In Africa, China’s presence is growing through concessional loans, industrial park development, and rapid expansion in digital infrastructure, particularly telecommunications networks and cloud-computing capacity. These investments often come with training programs, technological standards, and governance frameworks that align African economies more closely with Chinese systems.

In Latin America, China's presence is expanding through trade in commodities, investments in renewable energy, and a growing number of security and intelligence cooperation agreements. This increasing influence is driven by the demand for minerals, agricultural goods, and energy resources, along with China's readiness to provide financing in areas where Western institutions have become more cautious.

A key component of China's global strategy is the export of digital infrastructure and related governance models. Through major companies in telecommunications, surveillance technology, e-commerce, and digital payment systems, China is establishing technological ecosystems that foster long-term dependencies. These systems are often accompanied by governance models that emphasize state-led regulation, data sovereignty, and centralized control of digital spaces - an approach that appeals to countries looking to manage internal dissent or limit foreign digital influence.

China is also broadening its defense and security presence by offering training, equipment, and advisory support to partner nations. While Beijing avoids formal military alliances, its security engagements - such as peacekeeping contributions, counterterrorism cooperation, and port access agreements - are creating new forms of strategic alignment. These partnerships complement China's economic outreach, allowing it to exert influence without the costly alliance structures typically associated with U.S. power.

Collectively, these developments bolster China's role as a central player in a non-Western institutional ecosystem. This ecosystem includes financial institutions that provide alternatives to Western-led lenders, technology platforms that operate outside U.S.-dominated standards, and multilateral structures like the Shanghai Cooperation Organization and BRICS, which promote narratives of sovereignty, non-interference, and multipolarity. China's economic rise is thus intertwined with its efforts to shape a global order that reflects its political preferences and diminishes the dominance of Western governance frameworks.

 

1.2 The United States and a More Transactional Foreign Policy

The United States is likely to pursue a more transactional and assertive global strategy, particularly under a second Trump administration. This approach combines diplomatic outreach with selective interventions while pressuring global institutions to align with U.S. strategic and economic priorities. Although Washington will continue to wield significant global power, its leadership may become more fragmented and costly to maintain, especially amid shifting alliances and domestic constraints.

 1.3 Russia’s Strategic Alignment with China

Russia is expected to deepen its strategic alignment with China as it continues to distance itself from Western markets. Collaboration through frameworks like the Shanghai Cooperation Organization is anticipated to intensify, promoting governance models and security structures that challenge Western-led institutions. This alignment enables Russia to maintain geopolitical relevance despite its economic vulnerabilities.

1.4 Other Key Emerging Powers

Countries like India, Brazil, and Indonesia are anticipated to increase their global influence due to changes in supply chains, growing consumer markets, and more advanced diplomatic networks. India is set to benefit from businesses looking for alternatives to China, boosting its manufacturing sector and strengthening its role in regional security alliances like the Quad. Brazil's influence is expected to grow through its position as a leading agricultural and energy producer, along with its leadership aspirations in South–South cooperation and environmental discussions. Indonesia, located at the center of vital Indo-Pacific sea routes, is using its economic vitality and large population to draw investments in technology, minerals, and green energy.

These nations are likely to maintain strategic adaptability by building relationships with both Western and Eastern blocs, a key feature of their multi-aligned foreign policies. Instead of aligning with major power rivalries, they will focus on national development objectives, secure diverse trade and investment channels, and strengthen leadership within their regions. This strategy positions them as crucial players in a multipolar world, capable of influencing global governance discussions while maintaining control over their strategic decisions.

 

2. Regional and Thematic Trends

 2.1 Europe’s Strategic Ambiguity and Defence Pressures

Europe is experiencing significant tension between its traditional reliance on U.S. security assurances and the growing need to develop more independent defense capabilities. The uncertainty about future U.S. commitments, especially with changing American political priorities, has intensified discussions within the EU and NATO about burden-sharing, military preparedness, and strategic independence. Concurrently, Europe is dealing with energy vulnerabilities highlighted by disruptions in Russian supply, ongoing migration pressures from neighboring areas, and domestic political fragmentation characterized by the rise of populist and far-right movements.

These overlapping challenges are deepening the continent's strategic dilemma, prompting European governments to reevaluate assumptions about collective defense, industrial resilience, and regional security cooperation. While some countries advocate for stronger EU-led defense initiatives, others are hesitant to weaken transatlantic ties, creating internal divisions that complicate unified action. As Europe navigates a more unpredictable geopolitical landscape, its ability to reassess strategic doctrines may be limited by differing threat perceptions, resource disparities, and political polarization, restricting the speed and coherence of any collective response.

2.2 Shifts within the Middle East’s “Faith Zone.”

The Middle East is expected to remain a region characterized by ideological conflicts, governance challenges, and sporadic instability. Islamist movements will continue to shape political narratives and electoral dynamics in countries where social grievances, economic inequality, and weak institutions provide fertile ground for their mobilization. Efforts at political reform, whether focused on decentralization, economic liberalization, or institutional restructuring, will continue to face strong resistance from entrenched elites, security establishments, and competing ideological factions.

Regional rivalries, involving countries like Iran, Saudi Arabia, Turkey, and Israel, will further complicate matters by influencing proxy wars, diplomatic alliances, and security strategies. Demographic challenges, such as high youth unemployment and rapid urban growth, will heighten demands for economic opportunities and political transparency, while governance shortcomings impede states' ability to respond effectively. Geopolitical shifts, including fluctuating energy markets, changing great-power involvement, and evolving normalization efforts, will affect the power balance but are unlikely to lead to systemic change. Instead, the region is anticipated to experience ongoing instability with occasional escalations, without resolving deep-seated structural issues.

2.3 Growing Competition for Global Resources

As global demand rises, particularly in rapidly expanding Asian economies, competition for oil, water, rare earth elements, and skilled labor will intensify. Increasing consumption, industrial diversification, and the acceleration of digitalization are putting new pressures on resource availability, prompting countries to secure long-term contracts, diversify suppliers, and invest significantly in extraction and processing capabilities. Essential minerals like lithium, cobalt, and rare earths, crucial for electric vehicles, renewable energy systems, and advanced electronics, are becoming central to national security strategies as nations race to ensure stable access.

Control over critical supply chains, especially in semiconductors, renewable energy components, and AI-enabling technologies, will be a key aspect of international competition. Governments are increasingly intervening in these sectors through export controls, investment screening, strategic stockpiling, and industrial policy incentives. Consequently, resource security is becoming deeply intertwined with geopolitical maneuvering, affecting diplomatic alignments and reshaping global trade patterns. New alliances and economic dependencies will form as countries strive to secure access to strategic materials and technologies, reinforcing the competitive dynamics of the multipolar era.

 

3. Risks and Opportunities for Global Business and Stability

3.1 Fragmentation and Technological Sovereignty Challenges

Businesses will encounter a more fragmented and interventionist regulatory environment, particularly in technology sectors like AI, cybersecurity, and digital services. Nations are expected to implement tighter controls over data flows, digital infrastructure, and emerging technologies, complicating global operations and supply chains. Divergent regulatory systems will pose challenges for companies navigating competing standards and export controls.

3.2 Localized Conflicts and Extremist Threats

While large-scale inter-state war remains unlikely, localized conflicts, especially in the Sahel, parts of the Middle East, and areas experiencing governance failure, will persist. Extremist groups may exploit these unstable zones, posing ongoing security risks and humanitarian concerns. These localized crises will intersect with global power competition, shaping diplomatic and military engagement strategies.

3.3 Economic Interdependence as a Stabilizing Mechanism

Despite the anticipated deepening of political polarization in many regions, the extent of global economic interdependence is expected to serve as a stabilizing force that reduces the likelihood of catastrophic geopolitical disruptions. Major economic centers remain closely connected through trade flows, financial integration, and cross-border production networks - a pattern well-documented in scholarship on complex interdependence (Keohane & Nye, 2012). Empirical analyses of global value chains similarly demonstrate how multinational production systems create mutual costs that constrain extreme conflict escalation (Baldwin, 2016; UNCTAD, 2023).

This intricate network of economic connections is likely to maintain a fragile balance: nations will engage in more intense competition, yet the economic dangers linked to intense conflict will deter large-scale warfare. Modern studies on geo-economic competition reflect this pattern, highlighting that strategic rivalry is increasingly conducted through economic means rather than direct military engagement (Farrell & Newman, 2019). Consequently, the global system is anticipated to show increased competition but remain constrained by the structural incentives of economic interdependence.

 

4. Africa’s Growing Influence in the Global Arena

By 2026, Africa is expected to take on a more proactive and strategic role in international matters. Instead of being merely a passive stage for external competition, the continent is actively shaping its own alliances and development strategies.

4.1 Changing External Influence and Strategic Diversification

China and Russia have expanded their influence across Africa through investments in infrastructure, resource agreements, security collaborations, and political interactions. Russia's increasing presence, especially through paramilitary activities in Mali, the Central African Republic, and Sudan, has coincided with a noticeable reduction in Western military and diplomatic influence. Several African nations are using this diversification to secure more advantageous economic and security deals with various external partners.

4.2 Economic Growth and Regional Integration

Africa's economy is projected to grow by approximately 4% in 2026, driven by increased investment, new energy discoveries, and ongoing structural reforms. The African Development Bank forecasts continental GDP growth of around 4.3–4.4% for 2026, indicating a modest improvement in economic resilience and private-sector activity (African Development Bank, 2024a). Growth patterns will vary across regions, with East Africa expected to lead due to strong service-sector growth and infrastructure investment, while West Africa is also anticipated to perform well as new oil and gas projects commence (African Development Bank, 2024b; EU–Africa Chamber of Commerce, 2024).

A key structural factor in Africa's medium-term outlook is the African Continental Free Trade Area (AfCFTA), now the largest free-trade area globally by the number of participating countries. The AfCFTA is gradually transforming trade patterns by fostering regional value-chain development, manufacturing capacity, and the competitiveness of African businesses (UNECA, 2025). By reducing tariff and non-tariff barriers, harmonizing customs systems, and enhancing regulatory coherence, it is facilitating deeper intra-African trade while increasing the continent's attractiveness to long-term investors (African Development Bank, 2023).

Digital innovation and renewable energy are emerging as vital sectors for future competitiveness. Africa's digital economy, encompassing fintech, e-commerce, and telecommunications, is rapidly expanding, fueled by a young population and growing technology adoption (Ballim, 2025). Simultaneously, investment in renewable energy is rising as countries utilize abundant solar, wind, hydro, and geothermal resources to support industrialization and lessen reliance on volatile fossil-fuel markets (World Economic Forum, 2025). Together, these developments are creating opportunities for economic diversification and new forms of industrial growth.

Overall, it appears that Africa is heading toward a more robust, connected, and diverse economic model due to the convergence of regional growth leadership, continental market integration through the AfCFTA, and smart investment in digital and green-energy ecosystems. These developments put the continent in a position to gradually lessen its historical reliance on commodity exports while enhancing its economic significance on a global scale.

4.3 Governance, Conflict, and Internal Challenges

Africa still has institutional flaws, a lack of effective government, and areas of intense violence despite encouraging trends. The Sahel region is experiencing growing anti-Western sentiment, military takeovers, and increased instability. Development prospects are undermined by a complex security environment created by competition among external powers, weakening political institutions, and withdrawals from regional blocs.

4.4 Africa as Both Arena and Actor in Great Power Competition 

By 2026, Africa will be an increasingly powerful actor influencing geopolitical outcomes as well as a contested region for global influence. In order to increase its policy autonomy, diversify its economic alliances, and obtain strategic investments, the continent is taking advantage of international competition. Africa is moving toward a more agency-driven and self-defined position in international affairs, as seen by growing digital connections, renewable energy potential, and regional integration initiatives.

 

Conclusion

Contested government systems, shifting alliances, and strategic struggle will characterize the global geopolitical landscape in 2026. However, economic connection will guarantee that rivalry is controlled rather than disastrous. Africa, on the other hand, will become a crucial geopolitical actor - a continent that actively shapes its own destiny through resilience, diversification, and strategic diplomacy, as well as a competitive field for big countries.

The coming multipolar order will be defined by the interaction between fragmentation and interdependence, creating a world that is more interconnected and competitive than it was previously.

 

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