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At the intersection of economics, finance, and foreign policy, the GeoEconomics Center is a translation hub with the goal of helping shape a better global economic future.

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May 1, 2026

The IEA’s Fatih Birol on ‘the greatest energy security threat in history’

By The Atlantic Council

The war in Iran continues with no clear end in sight, fueling economic turbulence and concerns of a global energy crisis. International Energy Agency Executive Director Fatih Birol spoke at an AC Front Page event on April 13th, and argued the conflict is the greatest energy security threat in history. He warned that oil prices will soon “converge” with the on-the-ground reality, knocking the global economy further into disarray.

Economy & Business European Union

Strategic Insights Memo

May 1, 2026

Developing an Africa-focused tech agenda for the United States to outcompete China

By Conrad Tucker, Ginger Matchett, Samantha Wong, Peter Engelke

The competition between the US and China is playing out in the tech sector and one of the world's fastest-growing markets—the African continent. What can US companies and the US government do to foster mutually beneficial partnerships that are attractive to African consumers and leaders? Takeaways from recent workshops shed some light. 

Africa Artificial Intelligence

Issue Brief

Apr 29, 2026

Does liberal democracy drive inequalities?

By Yi Zhou

There has been much debate about the relationship between liberal democracy and social and economic inequality, but data shows that free societies remain more equal than their less free counterparts.

Freedom and Prosperity Inclusive Growth

Issue Brief

Apr 29, 2026

The clarity of the law differential: Channels to prosperity across income groups

By Achilles Tsirgis

Legal clarity increases prosperity through different mechanisms depending on a country's income level— high-income nations gain primarily through productivity and innovation, while lower-middle-income countries benefit most through credibility and reduced borrowing costs.

Economy & Business Inclusive Growth

Econographics

Apr 29, 2026

What swap, Gulf?

By Charles Lichfield and Maxamillian Rajaobelina-Phipps

Amidst the chaos of the conflict in the Middle East, there’s been a buzz around offering dollar currency swaps to allies. Those have traditionally been the territory of central banks, but this time around, Treasury is taking the lead.

Economy & Business

Dispatches

Apr 27, 2026

Taking the Three Seas Initiative to the next level

By Ian Brzezinski

The thirteen-member-state organization should transition from a loose platform into an operational entity with a permanent front office.

Central Europe Economy & Business

Dispatches

Apr 27, 2026

Three scenarios for the USMCA’s review—and why auto manufacturers should prepare now

By Alex Krutz

Auto manufacturers should take steps to make their supply chains and investments more resilient to shocks resulting from significant changes to the agreement or its expiration.

Macroeconomics Mexico

Dispatches

Apr 23, 2026

When negotiating with Iran, factor in the regime’s ‘marginal propensity for pain’

By Khalid Azim

Gradual pressure will not work on Iran, so the United States should either deliver a decisive escalation or cut a diplomatic deal.

Conflict Economy & Business

Dispatches

Apr 23, 2026

From Dubrovnik to Dubrovnik: The evolution of the Three Seas Initiative

By Ian Brzezinski

While there is much to celebrate about the initiative’s accomplishments over the past decade, leaders will also need to make important and difficult decisions in Dubrovnik about how it should evolve.

Central Europe Eastern Europe

Econographics

Apr 22, 2026

In renegotiating the USMCA, Mexico should neither rush nor stall

By Phil Lovegren, Ernesto Stein

With the USMCA under review, Mexico faces a delicate balance: rushing risks economic harm, but delay brings uncertainty—making patience a viable fallback strategy.

Economy & Business Financial Regulation

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