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Issue Brief

Sep 24, 2026

The Saudi economy can hold out through year’s end—even if oil exports drop to zero

By Khalid Azim

First the Strait of Hormuz closed, so Saudi Arabia started sending more oil over land through its East-West Pipeline. Then drone strikes damaged the pipeline, and the Iran-backed Houthis fired missiles near the pipeline’s Red Sea terminus. Does Saudi Arabia need to plan for a near term without meaningful oil exports?

Economy & Business Energy & Environment

UkraineAlert

Sep 24, 2026

Ukraine’s defense tech sector must offer investors more than innovation

By Olga Usenko

Since the start of Russia’s full-scale invasion in 2022, Ukraine has built one of the world’s most dynamic defense tech ecosystems under conditions few industries ever face. However, innovation alone will not be enough to win over potential investors, writes Olga Usenko.

Conflict Defense Industry

UkraineAlert

Sep 23, 2026

Putin’s Ukraine invasion has made Russia China’s junior partner

By Zahar Hryniv

Putin’s evident inability to secure Beijing’s backing for the Power of Siberia-2 pipeline is strengthening international perceptions that the invasion of Ukraine has reduced Russia to the status of China’s junior partner, writes Zahar Hryniv.

China Conflict

Dispatches

Sep 22, 2026

A diesel export ban could disrupt US supply chains

By Joseph Webster, Reid I’Anson, Theo Aldrighi, and Priscila Putzulu

There are second- and third-order consequences of a ban to consider, including what it would mean for Latin American countries.

Energy & Environment Oil and Gas

Econographics

Sep 22, 2026

To achieve its next economic leap, Vietnam needs to move beyond the factory floor

By Amin Mohseni-Cheraghlou

Vietnam’s export-driven growth has been remarkable. But with domestic firms capturing relatively little of the value, Hanoi now needs to turn foreign investment into broader gains at home.

Economy & Business South Asia

In the News

Sep 22, 2026

Matthew Bryza joins Azerbaijan’s ARB TV 24 about new transport corridor investments helping to bolster peace between Azerbaijan and Armenia

Politics & Diplomacy Positive Economic Statecraft

Dispatches

Sep 21, 2026

What to expect at the Trump-Xi summit in Washington

By Melanie Hart

The success of the meeting will likely hinge on just a few important issues, including artificial intelligence safety, Taiwan, and trade.

China Critical Minerals

Econographics

Sep 21, 2026

The four issues our experts are watching ahead of this week’s Trump-Xi summit

By Beth Baltzan, Jeremy Mark, Stephen P. Vaughn, Jessie Yin

From AI governance to trade and economic headwinds in Beijing, our experts break down the key questions shaping the summit—and what could come next.

China Economy & Business

GeoTech Cues

Sep 21, 2026

AI is sprinting past human control. Can testing and evaluation catch up? 

By Evi Fuelle, Ryan Pan

Frontier AI is exposing the limits of today's testing systems. The United States needs a national AI assurance ecosystem.

Artificial Intelligence Digital Policy

Dispatches

Sep 21, 2026

Dispatch from Baku: Azerbaijan must look forward even amid Russian and Iranian conflicts

By Andrew D’Anieri

A recent visit to the Caucasus region reveals a country exposed to two wars, but also one that must not wait to chart its economic and diplomatic future.

Central Asia Economy & Business

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