Geopolitics & Energy Security

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.

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.

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.

The US-Lithuania LNG partnership exposes the myth that there are ‘no alternatives’ to Russian gas

As US LNG exports grow, a Baltic ally that decided to break with Russia more than a decade ago shows the way forward for Europe.

How Trump and Erdoğan can turn US LNG energy dominance into Black Sea stability

By Nataliya Katser-Buchkovska, Landon Derentz

The US and Turkish presidents, along with the Ukrainian president, should strike a deal to open the Bosporus Strait to US LNG tankers.

Key questions on how Project Vault can secure minerals supplies

By Evan Musolino

The US plan to stockpile critical minerals is moving forward, but the details of its purpose, design, and usage have yet to be shared. Here are key areas to watch.

The road to the AI Impact Summit: How to build AI infrastructure from the ground up

By Ryan Pan, Coley Felt, Raul Brens Jr.

The central question for AI in 2026 is not whether governments have an AI strategy—it’s whether they can operationalize it and quickly deliver the benefits to their citizens.

Death by cold: Russia is attempting to freeze millions of Ukrainian civilians

By Kristina Hook

Russia is methodically bombing Ukraine's power and heating infrastructure amid arctic weather conditions in a bid to freeze millions of Ukrainian civilians and make much of the country unlivable, writes Kristina Hook.

In Iraq, China’s long game unfolds

By Sardar Aziz and Mohammed A. Salih

As China seeks new markets abroad and energy security at home, Iraq has become integral to Beijing’s plans in the Middle East. Baghdad finds itself caught between its security needs, for which it depends on the United States, and the economic needs of its growing population.