Weekly Geopolitical Intelligence Briefing

From the Birch Intelligence Geopolitical & Business Advisory Team

U.S. Immigration Enforcement Intensifies as Global Political and Security Crises Unfold

15 September 2025

This week’s summary

  • Federal immigration raids target sanctuary cities, with operations confirmed in Chicago and Boston following a recent large-scale operation at a Hyundai battery plant in Georgia.
  • Jury selection begins in the trial of Ryan Routh, accused of attempting to assassinate former President Trump in Florida.
  • Shooting attacks in Jerusalem leave at least four dead and multiple injured, escalating regional tensions.
  • China imposes sanctions on a Japanese lawmaker over critical comments, reflecting ongoing diplomatic friction.
  • Japan’s political landscape shifts as former Foreign Minister Toshimitsu Motegi announces candidacy for prime minister.

 

Background

 

The U.S. Immigration and Customs Enforcement (ICE) continues to escalate operations under the current administration’s directives, focusing on sanctuary cities and industries reliant on migrant labor. The recent raid in Georgia, resulting in 475 arrests, highlights the administration’s emphasis on stringent enforcement. Meanwhile, geopolitical tensions persist with China-Japan relations strained by sanctions, and the Middle East faces renewed violence with the Jerusalem shootings. Political instability in Japan and France further compounds global uncertainties.


 

Core analysis

The ICE raids align with the administration’s broader immigration agenda, prioritizing enforcement in Democrat-led jurisdictions and critical sectors like manufacturing. The Georgia raid underscores the economic and diplomatic ramifications, with South Korea contesting the detainment of its nationals. Internationally, the Jerusalem attacks risk inflaming Israeli-Palestinian conflicts, while China’s sanctions against Japan signal a hardening stance against foreign criticism. Political transitions in key U.S. allies, such as Japan, may impact diplomatic coordination on issues like trade and security.



Geopolitical Implication

  • U.S. immigration actions could strain relations with countries whose nationals are detained or deported, as seen with South Korea’s response to the Georgia raid.
  • The Jerusalem shootings may trigger retaliatory violence, undermining stability in the region and complicating U.S. diplomatic efforts.
  • China’s sanctions against Japan risk exacerbating regional divisions, potentially affecting economic cooperation and security dialogues.


Strategic implications

Sectors employing migrant labor, such as manufacturing and agriculture, face disruptions due to intensified ICE operations. Sanctuary cities may experience heightened political and legal clashes with federal authorities. Globally, volatility in allied nations’ leadership—such as Japan and France—could delay policy coordination on trade, security, and immigration. Businesses operating in affected regions should prepare for operational and compliance challenges.



Insider Insight

The administration aims to expand immigration enforcement metrics, with raids serving as both operational tools and political signals. Diplomatic fallout from arrests of foreign nationals remains a secondary concern to domestic enforcement goals.



Strategic Recommendation

  • Businesses in sectors reliant on migrant labor should audit workforce documentation and prepare for potential ICE inspections.
  • Individuals in sanctuary cities should stay informed on enforcement developments and avoid gatherings that may attract scrutiny.
  • International firms should monitor political shifts in key markets like Japan and France to mitigate risks from policy uncertainty.

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