Category: Timely Commentary & Analysis

Beyond oil, natural gas, and wheat: The commodity shock of Russia-Ukraine crisis

By Amin Mohseni-Cheraghlou

The impact of Russia-Ukraine crisis on the global economy is much broader than oil, natural gas, and wheat. The commodity shock of the crisis and the resulting supply chain disruptions in many strategic industries threatens the global economic recovery and the fight against inflation.

What are the risks and benefits of US/NATO military options in Ukraine? Our strategic risk calculator has answers.

By Tyson Wetzel, Barry Pavel

A strategic risk calculator for policymakers on both sides of the Atlantic to assess the possible risks and benefits of boosting their military assistance to the Ukrainian government.

How to sanction Russian energy, mitigate price spikes, and advance low-carbon energy security

By Phillip Cornell

An embargo on Russian oil may not have the intended effect on Putin's war chest, as a squeeze on global oil supply could inadvertently create more profits for Russian producers. But a punitive tax might work better, keeping prices at market level while setting aside profits to use for diversification, price shock mitigation, and support for Ukraine.

Global Sanctions Dashboard: Special Russia edition

By Julia Friedlander, Maia Nikoladze, Charles Lichfield, Ananya Kumar and Castellum.AI

Sanctioning Russian Central Bank, cutting Russia off SWIFT, and Russia’s options for sanction-proofing its economy.

India must transform its micro, small, and medium enterprises

By Adnan Ahmad Ansari

For global companies, India’s push for micro, small, and medium enterprises is an untapped business opportunity that could have a far-reaching impact.

DeRussification of European natural gas imports by 55 bcm in 5 years: A three-pronged strategy to reduce, reroute, and reserve supplies

By Olga Khakova

Europe should be crafting ambitious plans to reduce its dependence on Russian energy. Reducing annual natural gas imports from Russia by 55 bcm in 5 years (or "55 in 5") would make a significant dent.

What to expect from Mexico’s energy reform bill

Mexico's Congress is currently debating a proposed amendment to the constitution to allow the state to increase control over the country’s energy market. What can we expect from this energy reform bill?

Afghanistan’s future after the Taliban takeover: Civil war or disintegration?

By Natiq Malikzada

Amid the withdrawal of foreign troops, the lingering issue of ethnic discord once again is rearing its ugly head across Afghanistan.