Content

EnergySource

Sep 1, 2026

What the US executive order on bulk-power systems gets right—and what’s missing

By Landon Derentz, Frank Willey, Morgan D. Bazilian

Read our experts' opinions on President Trump's new executive order addressing US power grid vulnerabilities.

Energy & Environment Energy Markets & Governance

EnergySource

Sep 1, 2026

Four questions on the US-Venezuelan oil deal

By David L. Goldwyn, Andrea Clabough

The impact of the "historic" oil deal between the US and Venezuela will remain uncertain until several unresolved issues are addressed.

Energy & Environment Energy Markets & Governance

MENASource

Aug 31, 2026

The Iran war is no Vietnam. But it may become an economic quagmire for the Gulf.

By Kurt Davis Jr.

Five costs related to the Iran war are compounding across the Gulf and its trading partners, and none will be eliminated soon.

Economy & Business Iran

Report

Aug 27, 2026

AI and autonomy in contested operations

By Owen J. Daniels

Any potential major conflict the United States engages in will be shaped by AI and autonomous systems. US forces should expect their systems to operate in denied, degraded, intermittent, and limited (DDIL) conditions imposed by jamming techniques, cyber-attacks, and anti-satellite capabilities designed to sever the connectivity and wreak havoc on military operations.

Artificial Intelligence Defense Policy
A view from the top of Sassafras Mountain on the border of South Carolina. Unsplash/Bradley Allweil

Report

Aug 26, 2026

Atoms for Appalachia: Building state capacity for nuclear-enabled economic development

By Lauren Hughes

Appalachian states, despite different industrial foundations, aim to convert interest in nuclear energy into broad economic gains. State-level strategies will be key.

Energy & Environment Nuclear Energy

Inflection Points

Aug 26, 2026

The danger of hitting mute on US bond markets

By Frederick Kempe

Stanley Druckenmiller's argument against his protégé Treasury Secretary Scott Bessent's approach has caused a stir in fixed-income markets.

Economy & Business Macroeconomics

Dispatches

Aug 26, 2026

In an age of great-power competition, democracy is an advantage for the United States

By Markus Jaeger

The spread of democracy could give Washington an edge in great-power competition and make armed conflict less likely.

Americas China

EnergySource

Aug 26, 2026

Electricity demand is rising. How can the US secure energy for its dual military and civilian needs?

By Chuck "Chim Chim" Dockery, Wilson RIckerson, Morgan D. Bazilian

US military bases rely on the civilian power grid and are just as vulnerable to blackouts as regular customers. New policies should prioritize supply and resilience for critical missions.

Energy & Environment Geopolitics & Energy Security

Econographics

Aug 25, 2026

Maritime trade routes are under threat—and markets still underprice the risks

By Alex Mills

Conflict, climate change, and geopolitical tensions are putting unprecedented pressure on the world's most important waterways. The economic costs are set to ripple far beyond the shipping industry.

Central America Economy & Business

Inflection Points

Aug 25, 2026

Threats to US global leadership are mounting: fiscally, militarily, and with allies

By Frederick Kempe

Rising national debt, the ongoing war in Iran, and the trade dispute with Canada are testing the United States’ global leadership.

Economy & Business Financial Sanctions and Economic Coercion

Experts

Events