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21 – 28 May

Global Intelligence Summary

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Geopolitical, Global Security & Environmental Events

Mark Overington
Mark Overington
Head of Intelligence
Joshua George
Joshua George
Intelligence Analyst
Julian Kett
Julian Kett
Intelligence Analyst
Manfredi Pozzoli
Manfredi Pozzoli
Intelligence Analyst

Key Events This Week

America

AMER

Mexico

The recent staging of teachers’ protests in Mexico and the threat of an indefinite strike on 1 June have almost certainly been designed to coincide with the 2026 FIFA World Cup.

AMER

Colombia

The Colombian presidential elections on 31 May will almost certainly be a referendum on “Total Peace”. The vote, which will likely require a second round in June, will highly likely be marked by militant violence.

AMER

Bolivia

The Bolivian parliament’s approval of a law facilitating the issuing of a state of emergency likely signals a shift in the government’s response to the large-scale protests that have been ongoing for three weeks.


Europe, Middle East and Africa

EMEA

Ukraine

An unprecedented attack against Ukraine, which was also followed by direct warnings against foreign citizens and embassies, almost certainly marks a major escalation in Russian targeting against targets in central Kyiv.

EMEA

Turkey

The annulment of the CHP’s previous leadership elections almost certainly marks the latest escalation in the Turkish government’s crackdown on the main opposition party.

EMEA

Lebanon

The intensification of Israeli strikes in south Lebanon highly likely to further degrade Hezbollah’s strength in the area while remaining below the threshold that could provoke Iranian retaliation or damage US-Iran talks.

EMEA

Middle East

The risk of renewed full-scale US-Iran conflict likely remains high despite progress on a potential agreement, and cyclical escalations in the Strait of Hormuz will likely continue to lead to retaliatory strikes against Gulf States.

EMEA

Senegal

The appointment of former Senegalese Prime Minister Sonko to Speaker of Parliament almost certainly threatens to provoke civil unrest if President Faye pursues tax hikes and cuts to public services to appease the IMF.

EMEA

Guinea

There is a realistic possibility of protests in Guinea following legislative and local elections on 31 May, which are part of the country’s transition from military to civilian rule.

EMEA

Ethiopia

Limited civil unrest is likely in Ethiopia during the 1 June general elections, which are highly likely to exacerbate tensions in Tigray.


Asia Pacific

APAC

Pakistan

A high-profile attack on a train carrying Pakistani troops in Balochistan is likely to result in expanded counterterrorism operations and may increase the risk of militant attacks outside of their area of operations.


From 25-27 May, multiple protests, marches, and roadblocks were reported across Mexico City and several southern Mexican states, as the National Coordinator of Education Workers (CNTE) escalated industrial action ahead of a planned indefinite national strike beginning on 1 June. Demonstrations were concentrated around central Mexico City, particularly near the Zócalo and major transport arteries, resulting in the police using tear gas. Further protests were staged or threatened in Oaxaca, Chiapas, Guerrero, and Michoacán, where the CNTE maintains strong support bases. The CNTE recently rejected a nine per cent pay rise announced by President Sheinbaum during Mexico’s Teachers’ Day on 15 May. The CNTE rejected the rise as insufficient and stated that it did not address pension grievances associated with the 2007 Institute for Social Security and Services for State Workers reform.

Solace Global Assessment: 

While the trigger for recent teachers’ protests was the rejection of the nine per cent pay rise, large-scale CNTE-led protests have been ongoing in Mexico since 2007, when government reforms changed pension arrangements for public-sector employees, including teachers. This resulted in higher retirement ages, increased worker contributions, and a shift away from guaranteed state-backed pensions toward individual retirement accounts for many employees. Protests escalated again in 2019 after the López Obrador administration introduced a new education reform that, according to the CNTE, failed to address pension-related grievances.

As one of Mexico’s largest and most active unions, the CNTE is capable of organising large-scale and coordinated protests across Mexico. Previous nationwide protests, such as the 1989 national strikes, have mobilised over 300,000 teachers, with more recent protests attracting tens of thousands of participants. Protests have involved large-scale demonstrations in city centres, especially Mexico City’s Zócalo, as well as roadblocks on major highways, on access roads to airports and on the US-Mexico border, resulting in significant transport disruption, economic losses, and violent clashes between protestors and the police.

The timing of the indefinite strike on 1 June has almost certainly been designed to coincide with the 2026 FIFA World Cup. The tournament, which is being hosted by Canada, the US, and Mexico, is scheduled to begin on 11 June. This provides the Mexican government with a limited window to address CNTE’s demands or risk the union staging large-scale, internationally visible, and highly disruptive protests, which could coincide with several other protest movements, including farmers’ organisations, pensioners, anti-gentrification groups, and the parents of the 43 missing Ayotzinapa students, all of which have previously aligned with the CNTE’s broader anti-reform agenda. To achieve maximum visibility and disruption, there is a realistic possibility that protest movements will target areas and infrastructure used to support the tournament, including airports, border crossings, fan zones, stadium access roads, hotel districts, and major arterial routes into Mexico City, Guadalajara, and Monterrey, the three Mexican host cities.


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