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Dispatches

Mar 3, 2026

How a crisis over a stockpile of uranium created an opening for US reengagement in Niger

By Adal Rhoubeid and Maureen Farrell

The recent failed coup in Benin has had the unintended consequence of creating a path forward for US reengagement in the Sahel.

East Africa Nuclear Energy

EnergySource

Mar 3, 2026

How the broadening Middle East conflict could strengthen Russia’s hand

By Andrei Covatariu

As the US war with Iran expands, energy markets tighten—testing European resolve to phaseout Russian gas.

Energy & Environment Geopolitics & Energy Security

Issue Brief

Mar 3, 2026

Expanding transmission infrastructure to achieve low-cost, reliable, and abundant energy

By Ken Berlin, Frank Willey

With demand for electricity rising, the United States needs a long-term strategy to expand the power grid and improve energy reliability and affordability.

Energy & Environment Infrastructure

Issue Brief

Mar 3, 2026

Turkey’s gas diversification strategy and rising share of LNG

By Eser Özdil

An analysis of Turkey's LNG diversification strategy from 2016 to 2025 and the geopolitical implications of Turkey’s emergence as a gas exporter to Europe.

Energy Markets & Governance Geopolitics & Energy Security

MENASource

Mar 1, 2026

The risk of unknown unknowns for global markets amid war in Iran

By Khalid Azim

Market reaction will likely begin with Asia’s opening sessions on Monday morning. One early indicator will be the behavior of the US dollar.

Energy Markets & Governance Iran

Dispatches

Mar 1, 2026

Don’t worry about the Iran conflict’s impact on oil prices—yet

By Landon Derentz

Markets can tolerate a spike. What they cannot tolerate is prolonged uncertainty over trade flows through the Strait of Hormuz.

Conflict Energy & Environment

In-Depth Research & Reports

Feb 26, 2026

The state of great power competition in the Gulf

By Jonathan Fulton

This issue brief examines Gulf states' strategic positioning amid shifting global power dynamics, the opportunities and challenges of great power competition, and regional efforts toward de-escalation and development.

Economy & Business Energy & Environment

Issue Brief

Feb 26, 2026

Standardizing carbon accounting worldwide with a single, robust, cost-effective system

By Vincent Aussilloux, Yann Coatanlem, and Karthik Ramanna

Carbon accounting has the potential to accelerate decarbonization, improve energy resilience, and strengthen economic security. But first, countries must decide on a robust, standardized system.

Energy & Environment Energy Markets & Governance

Dispatches

Feb 25, 2026

Why the Arctic matters to the United States

By Julia Nesheiwat

The region is rapidly becoming a geopolitical arena where Russia and China’s deepening cooperation challenges Western dominance.

China Critical Minerals

EnergySource

Feb 25, 2026

Can Project Vault fortify the US industrial base against mineral chokepoints?

By Morgan D. Bazilian and Lt. Col. Jahara “FRANKY” Matisek

Project Vault will help the United States create a stockpile of critical minerals, but its success as a strategic asset will depend on its governance.

Energy & Environment Geopolitics & Energy Security

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