Risks and power shifts: how the U.S. sees the world in 2025

27/03/2025

Mapping global threats according to Washington: perceptions and realities at play

The U.S. Intelligence Community’s Annual Threat Assessment, published in March 2025, offers a detailed view of the challenges and threats that, according to its perspective, could affect U.S. national security in the near term. While the document reflects the worldview and priorities of U.S. intelligence agencies, it serves as a useful lens for understanding how one of the world’s major powers perceives a rapidly evolving and complex global environment.

The report highlights a blend of long-standing concerns—such as terrorism and interstate conflict—and emerging dynamics, particularly cyber threats and the use of advanced technologies by both state and non-state actors. Its underlying message is that security risks are no longer isolated but increasingly interwoven, with cascading effects across physical, digital, economic, and social domains.

Transnational crime, migration, and cyber activity

A central concern in the report is the impact of transnational organized crime. Criminal networks, especially in Latin America, are described as increasingly sophisticated entities that combine drug trafficking—particularly fentanyl and synthetic opioids—with other illicit activities such as human trafficking, money laundering, extortion, and cybercrime. The U.S. attributes over 52,000 overdose deaths in a 12-month period to synthetic opioids, linking this crisis to production and trafficking routes involving actors in Mexico, China, and India. The report emphasizes the adaptability of these organizations, which now operate with decentralized structures and access to dual-use technologies.

Migration flows are also examined from a security lens. While driven largely by socio-political and economic instability in the Western Hemisphere, irregular migration is described as a vector that criminal networks exploit for financial gain and, potentially, as a vulnerability through which security risks may enter U.S. territory. The report notes a significant decrease in border apprehensions in early 2025, linked to tighter enforcement and deportation measures.

 

Cyberspace and critical infrastructure

Cyberspace is portrayed as an increasingly contested domain where both state-backed and independent actors engage in persistent campaigns to infiltrate, disrupt, or sabotage critical infrastructure. The report highlights attempts to “preposition” access within U.S. networks—such as water utilities, healthcare systems, and transportation—that could be activated during a future crisis. Ransomware attacks and targeted disruptions of essential services are noted, with attribution ranging from financially motivated criminal groups to cyber units tied to China, Russia, and Iran.

Disinformation campaigns, often powered by artificial intelligence, are also mentioned as tools used to polarize U.S. society and erode trust in democratic institutions. The convergence of cyber capabilities, influence operations, and geopolitical tensions is a recurring theme throughout the assessment.

 

Strategic competition and emerging powers

China is identified as the most comprehensive and capable strategic competitor to the U.S. Unlike other adversaries, China is described as pursuing a long-term strategy to reshape the international system in ways that support its interests and diminish Western influence. This includes investments in artificial intelligence, biotechnology, semiconductors, and space-based technologies, as well as a growing presence in global supply chains and critical minerals.

Militarily, China is expanding its capacity to project power in the Indo-Pacific and beyond, including through hypersonic missile systems, naval modernization, and anti-satellite capabilities. The report underscores rising tensions around Taiwan, alongside efforts by Beijing to isolate Taipei diplomatically and exert pressure through economic means.

In the economic sphere, the document notes that China increasingly uses its trade and technological leverage to coerce or influence partner countries, and to establish alternative standards to those set by Western institutions. Efforts to build strategic footholds in the Arctic, Africa, and Latin America are interpreted as part of a broader ambition to gain global influence.

 

Russia, Iran, and North Korea: resilience and unconventional tactics

Russia, despite the ongoing war in Ukraine and the imposition of sanctions, is described as a resilient actor with the ability to maintain its military-industrial capacity, modernize its nuclear arsenal, and pursue influence through asymmetric means. The report credits Moscow with learning from the battlefield, adapting its electronic warfare and drone operations, and expanding its partnerships with Iran and North Korea.

Iran continues to play a key role in regional dynamics, supporting non-state actors such as Hezbollah, Hamas, and the Houthis. The report highlights Iran’s missile and drone capabilities, its cyber operations, and a growing domestic debate on nuclear weapons that—while not indicating an active program—suggests a shift in strategic thinking. Internally, Iran faces persistent economic difficulties and political unrest, which may affect its posture externally.

North Korea is presented as an increasingly emboldened actor. Its partnership with Russia, involving arms shipments and joint defense commitments, is viewed as a potential source of technological gain and diplomatic leverage. Pyongyang continues to invest in its nuclear and missile programs, using cybercrime and illicit trade to fund its ambitions. The report suggests that North Korea may become more tactically aggressive if it believes deterrence is insufficient or if it seeks to influence U.S. and South Korean policies.

 

Coordination among adversaries

One of the most notable takeaways from the report is the increasing cooperation among China, Russia, Iran, and North Korea. While their interests are not always aligned, these states are seen as coordinating tactically in areas such as defense, technology, and trade to circumvent sanctions and reduce their reliance on Western systems. This emerging alignment, though informal, may complicate efforts to isolate or contain any single actor and could increase the risk of multi-front crises.

The assessment points to a shift from isolated confrontations to a broader, interconnected challenge to U.S. power. These actors share a common interest in weakening Western influence and promoting alternative governance models, even if their motivations differ.

The 2025 threat assessment, while focused on U.S. interests, reflects broader transformations in the international system. The blurring of lines between civil and military, domestic and foreign, and physical and digital domains signals a new era of multidimensional risk. Traditional concerns—nuclear weapons, territorial disputes, conventional warfare—now intersect with cyber operations, economic coercion, and information manipulation. Whether one agrees with the U.S. framing or not, the report is a revealing window into how one of the world’s most powerful intelligence networks views the global security landscape. It emphasizes the complexity of modern threats and the need for strategic adaptation in an increasingly contested world.

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