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Dispatches

Aug 12, 2026

Iran is draining its leverage in the Strait of Hormuz. Trump’s best move is to let it happen.

By Landon Derentz

The US goal should be to help construct a global energy system in which Iran closing the Strait of Hormuz matters far less.

Conflict Geopolitics & Energy Security

Econographics

Aug 12, 2026

Europe’s rare earth strategy is betting on allies

By Theodor Westerlund Moberg

Europe cannot mine its way out of rare earth dependence on China. With most refining still under Chinese control, the EU needs deeper allied cooperation—and sustained investment—to build resilient supply chains.

Critical Minerals Economy & Business

Dispatches

Aug 5, 2026

Russia will sacrifice its civilian economy on the altar of the war effort

By Charles Lichfield and Brendon Chen

As the Central Bank of Russia runs out of options and bad loans accumulate on balance sheets, the Kremlin continues to privilege war-linked sectors.

Conflict Economy & Business

Issue Brief

Jul 31, 2026

The crisis in the Strait of Hormuz is a heavy blow to the deteriorating maritime order

By Elisabeth Braw

Iran’s use of a maritime chokepoint as a geopolitical tool—implemented in response to a war that violates the United Nations Charter—and the United States’ inconsistent response dramatically undermine the global maritime order and open the door for further such closures.

Economy & Business Geopolitics & Energy Security

Dispatches

Jul 29, 2026

How Oman and Europe can open the Strait of Hormuz for good

By Jonathan Panikoff

Muscat should ask the British- and French-led maritime security mission to deploy to the strait within Omani territorial waters.

Conflict Europe & Eurasia

EnergySource

Jul 28, 2026

How the US can achieve nuclear energy dominance at home and abroad

By Justin Friedman

Washington has several levers at its disposal to accelerate the deployment of new nuclear energy.

Energy & Environment Nuclear Energy

TURKEYSource

Jul 24, 2026

Turning to Azerbaijani gas and US LNG, Turkey seeks to break its reliance on Russian energy

By İlker Sezer

Turkeyʼs multifaceted approach to diversifying its gas supplies away from Russia, including by buying from the US and Azerbaijan, may finally be paying off.

Energy & Environment European Union

UkraineAlert

Jul 23, 2026

Putin’s invasion comes home as Ukraine expands attacks inside Russia

By David Kirichenko

With Russia still showing no signs of ending its invasion, Ukraine is expanding a strategic bombing campaign that aims to undermine the logistics supporting the Kremlin war machine, writes David Kirichenko.

Conflict Drones

EnergySource

Jul 23, 2026

Beyond the chip: How the US can shape global standards for AI in energy

By Arno van den Haak

A shift in US policy can better position Washington to set the standards for industrial AI across the energy sector.

Artificial Intelligence Energy & Environment

Dispatches

Jul 23, 2026

With a Saudi deal, the US begins ‘Plan C’ for nonproliferation in the Middle East

By William F. Wechsler

Washington is now attempting to achieve its nonproliferation objectives through deep political and commercial integration with partners’ nuclear programs.

Iran Nuclear Energy

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