The conversation likely emphasized the critical need for a unified American foreign policy approach to navigate escalating global geopolitical risks. Key arguments centered on the necessity of strengthening traditional alliances and adapting to shifting power dynamics, particularly concerning major rivals. The discussion highlighted that maintaining global stability requires robust diplomatic engagement alongside modernized defense capabilities. Policymakers must therefore prioritize strategic investments in allied partnerships and regional security frameworks to counter revisionist state actions.
CFR
This hub page collects curated ThinkTankWeekly entries for CFR and links readers back to the publisher for the original reports.
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The article outlines how a successful modern foreign policy career requires blending traditional diplomatic expertise with private sector acumen. Juster's career trajectory—from international law to high-stakes diplomacy (e.g., the Gulf War) and subsequently to the technology sector—demonstrates this synthesis. Key evidence includes his work managing complex negotiations under duress and his involvement in co-founding the U.S.-India High Technology Group. The implication for policy is that effective geopolitical strategy must actively integrate private sector knowledge and technological considerations to manage modern economic and security challenges.
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The analysis concludes that China will hold the upper hand at the upcoming Trump-Xi summit, leveraging its dominance over critical minerals, rare earths, and magnet supply chains. This geopolitical leverage, combined with global instability (such as the Iran conflict), allows Beijing to dictate terms and buy time to consolidate its technological and industrial self-sufficiency. Strategically, the U.S. must avoid granting China a managed equilibrium by maintaining 'maximum pressure' on key sectors like AI and tech, rather than seeking broad agreements that could undermine American leadership.
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The article argues that the ongoing Iran War has triggered a severe global hunger crisis, exacerbated by U.S. aid cuts and policy neglect, pushing millions to the brink of starvation. Key evidence includes the termination of U.S. support in countries like Afghanistan, Somalia, and Yemen, coupled with supply chain disruptions and massive cost increases across the region. Policy recommendations are urgent: the U.S. must immediately deploy its $5.4 billion in unspent humanitarian funds, establish a humanitarian corridor through the Strait of Hormuz, and reinstate life-saving aid to critical nations.
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The CFR analysis posits that the Trump-Xi summit is a critical juncture with the potential to fundamentally reshape global trade and technology competition. Key discussions center on nuanced economic strategies, such as China's financial maneuvering (e.g., dollar hoarding) and the necessity for allied manufacturing to counter China's technological dominance in areas like AI and robotics. Policymakers must therefore prepare for significant shifts in the bilateral relationship, emphasizing the need to strengthen allied supply chains and technological resilience to mitigate geopolitical risks.
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The U.S.-China trade relationship remains defined by intense competition, characterized by persistent tariffs and tech export controls, despite temporary truces. While the conflict is driven by concerns over trade imbalances and China's adherence to global rules, the two economies remain deeply interdependent, making complete decoupling highly unlikely. Policy efforts are shifting away from achieving a definitive 'win' and toward managing this complex interdependence. Strategically, the U.S. must navigate the tension between protecting critical domestic industries and maintaining necessary global supply chains, suggesting a need for formalized mechanisms to manage future trade agreements.
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China is consolidating its domestic energy control by restricting fuel exports to prioritize national needs, while simultaneously capitalizing on global energy instability to solidify its position as a dominant clean energy supplier. Key evidence includes record-high solar exports, driven by global supply chain shifts, and the implementation of detailed, binding national climate governance measures. These actions signal a dual strategy: enhancing energy self-sufficiency and using its manufacturing dominance to influence global energy transitions. Policymakers must anticipate that China will continue to tightly manage its energy market and leverage its climate leadership to deepen geopolitical influence.
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The article argues that China views the Iran conflict as a critical case study demonstrating that military victory is unnecessary for strategic success. Iran's ability to impose costs by choking the Strait of Hormuz and spiking energy markets proved that economic disruption can be a more potent form of warfare than conventional combat. Beijing plans to apply this 'coercion over conquest' model to the Indo-Pacific, suggesting that layered campaigns of maritime quarantine, cyber disruption, and financial pressure are optimal. This strategy aims not for immediate conquest, but for cumulative pressure designed to constrain U.S. decision-making and exhaust its resources across multiple theaters.
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The article argues that the upcoming Beijing summit will be characterized by an asymmetry: President Trump's short-term political need for visible deals versus Xi Jinping's long-term strategic goal of maintaining stability and resisting compromise. Consequently, the summit is unlikely to resolve deep structural issues like China's overcapacity or the trade imbalance, instead producing only carefully choreographed, limited agreements and a temporary stabilization of the atmosphere. Policymakers should view the apparent symmetry of the meeting as a warning, indicating that underlying geopolitical and macroeconomic tensions remain unresolved, despite the superficial appearance of progress.
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The 2026 CFR Corporate Conference, featuring Mastercard CEO Michael Miebach, serves as a high-level forum for discussing the intersection of private industry and global policy. While the provided transcript snippet focuses on introductions, it establishes the platform's key theme: the influence of major financial technology corporations on policy discourse. The speaker's status as a corporate leader and newly elected life member underscores the deep integration of private capital into geopolitical discussions. Consequently, policy implications are expected to center on the regulatory frameworks governing digital finance, cross-border payments, and the evolving role of private sector technology in global economic stability.
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The Trump-Xi summit achieved a delicate détente, establishing a baseline of 'decent peace' that prioritizes stability and commercial cooperation over major geopolitical breakthroughs. Key evidence includes agreements on energy, trade (e.g., Boeing aircraft, Nvidia chips), and regional issues like the Strait of Hormuz, while China repeatedly emphasized Taiwan as the most critical issue for future stability. Strategically, the relationship is now defined by managed competition, with the pending $14 billion arms package to Taiwan serving as the most consequential test of this new, fragile truce. The outcome of this arms deal, and whether it is used as a bargaining chip, will determine the limits of the current détente.
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Despite convening amid a severe energy crisis triggered by the Iran war, ASEAN failed once again to produce any binding, coordinated regional energy strategy. The failure is attributed to the bloc's inherent consensus-based structure, which allows individual member states to veto collective action due to competing national interests (e.g., prioritizing national reserves or aligning with bilateral powers). This paralysis not only stalled critical energy planning but also prevented progress on other major issues, such as the South China Sea Code of Conduct and the Myanmar crisis. The inability to act decisively undermines ASEAN's credibility and suggests that the organization remains structurally incapable of managing genuine, large-scale regional emergencies.
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The CFR argues that any US-China dialogue on AI safety must be narrowly scoped and coupled with a 'maximum pressure' campaign. Because China views AI cooperation primarily as a means to close its technological gap, the US cannot rely on Beijing's good faith and must maintain a significant technological lead. The recommended strategy is to tighten export controls to widen the US-China AI capability gap, thereby eliminating China's leverage and forcing Beijing to prioritize global AI safety. This approach preserves US leadership while creating the necessary structural conditions for long-term, enforceable safety agreements.
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The article argues that the United States' intense focus on extracting mineral wealth in the Democratic Republic of Congo (DRC) is undermining democratic governance by providing disproportionate political support to the current regime, led by Felix Tshisekedi. This support is evidenced by the timing of U.S. sanctions against Tshisekedi's predecessor, Joseph Kabila, which local commentators view as a gesture of political allegiance rather than purely strategic interest. This transactional approach has led Congolese citizens to perceive that the country's resources are being traded for political favors, creating deep local skepticism. Strategically, this reliance on mineral extraction to secure regime stability risks alienating the populace and could severely limit U.S. influence and access should the political landscape shift.
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India's foreign policy is defined by 'multialignment,' a self-interested strategy of maintaining strong, non-ideological ties with multiple global powers rather than adhering to any single bloc. This strategy is evidenced by India's simultaneous deepening of partnerships with the US (e.g., defense cooperation) while maintaining independent, critical relationships with Russia and France. Consequently, India is a major proponent of a multipolar global order, advocating for greater representation in international institutions. For external powers, the implication is that attempts to force alignment will fail; instead, a nuanced approach that works with India to maximize mutual gains is necessary for effective policy engagement.
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India is strategically deepening its security cooperation with the United States and Indo-Pacific partners while rigorously maintaining its principle of strategic autonomy. Rather than joining formal, treaty-based alliances, India utilizes flexible, transactional partnerships to build material capacity and legitimacy, even while signaling concern about regional challenges like China's growing influence. This selective engagement allows New Delhi to maximize its geopolitical flexibility and avoid explicit confrontation, but it simultaneously strains relationships with partners who press for clearer alignment. Policymakers must recognize that India's foreign policy is defined by this careful balancing act, requiring sustained, nuanced diplomacy to manage its diversified ties (e.g., between the West and Russia).
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The panel argues that the U.S. dollar's global monetary dominance is facing significant challenges from rising geopolitical competition and the rapid proliferation of digital currencies. Key evidence centers on the increasing adoption of alternative payment systems and the development of central bank digital currencies (CBDCs) by rival nations. These shifts suggest a fragmentation of the global monetary order, necessitating that major economies reassess their financial infrastructure and international trade mechanisms to mitigate potential de-dollarization risks.
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The recent summit between Trump and Xi Jinping established a period of 'uneasy stability' rather than yielding specific, detailed commitments. Key discussions covered stabilizing trade (agriculture, aerospace), establishing protocols for AI governance, and managing tensions surrounding Taiwan. This tacit truce allows China to consolidate its technological autonomy and strengthen its economic security controls. For the United States and its allies, the implication is a narrow window to build industrial resilience and mitigate geopolitical risks in the face of continued strategic competition.
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India is uniquely positioned to anchor a democratic alternative to China’s authoritarian tech model, leveraging its democratic institutions and massive market to shape global technology norms. The analysis highlights that India’s tech governance remains rooted in the rule of law and pluralistic deliberation, contrasting sharply with state-led authoritarian models. However, the article stresses that India cannot lead alone; effective progress requires coordinated efforts from like-minded democratic powers, particularly the United States, to fill the growing normative vacuum. Strategically, democratic nations must urgently coordinate to establish shared frameworks for AI and data governance, or risk ceding future economic and regulatory influence to China.
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The CFR briefing concludes that the Trump-Xi summit established a fragile, symbolic détente rather than achieving substantive structural reform. This temporary stability is largely predicated on the mutual acknowledgment of critical vulnerabilities, particularly China's control over rare earth minerals and global supply chains, which previously forced a trade truce. While the talks reduced immediate escalation risk, the underlying structural threats—including technology dependence, market access issues, and geopolitical flashpoints like Taiwan—remain unaddressed. Policymakers must therefore focus on mitigating these persistent vulnerabilities rather than relying on the diplomatic breakthroughs suggested by the summit.
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21.2026 International Affairs Fellowship Keynote With Ambassador Richard Verma: Geopolitical Challenges and the Path Forward (CFR)
Ambassador Verma argues that the U.S. foreign policy landscape is defined by intense great-power competition, regional conflicts (like the war in Ukraine), and persistent threats of terrorism. He posits that navigating these complex challenges requires a holistic, multi-sectoral approach that bridges traditional government expertise with private-sector economic insight. His own career, spanning military service, diplomacy, and the private sector, serves as evidence for the necessity of this breadth of experience. The key policy implication is the need for adaptive, resilient strategies that maintain global engagement while effectively managing geopolitical risks and economic security.
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The article argues that Russia's recent public displays, such as the diminished Victory Day parade, reveal deep structural cracks in its power and stability. Key evidence includes the military hardware's absence, slowing economic growth, and internal security tensions exacerbated by infighting and digital crackdowns. For policy, the analysis suggests that while Russia remains a threat, its declining geopolitical influence, coupled with the strengthening and consolidating hard-power capabilities of Europe and NATO, indicates a long-term erosion of Moscow's global standing.
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The article argues that recent geopolitical tensions, such as the Iran conflict, are revealing significant vulnerabilities in the dollar's global dominance and the efficacy of U.S. sanctions. Evidence shows that trade payments spiked through China's CIPS using RMB, bypassing the dollar-based SWIFT system, particularly following heightened U.S. sanctions threats. While the market demonstrated a temporary return to dollar reliance, the increasing reliability and cost-effectiveness of RMB alternatives suggest that dollar sanctions are encouraging the development of resistant financial mechanisms. Policymakers must recognize that the appeal of these alternatives stems from offering dollar system benefits with reduced exposure to U.S. sanctions, necessitating a strategic reassessment of global financial dependence.
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The article argues that the U.S.-India partnership should shift its focus from judging each country's domestic democratic performance to jointly championing democratic norms within the global international order. While strategic convergence (especially concerning China) remains the primary driver, the U.S. must recognize that India's engagement is rooted in self-interest and multialignment, not ideology. Policy should therefore guide the U.S. to work with India's efforts to democratize global governance structures, particularly in technology and security architecture. This approach allows the U.S. to leverage India's unique position to build a democratic alternative to authoritarian models without creating bilateral friction.
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The conversation highlights the Panama Canal's indispensable role as a critical chokepoint for global maritime trade and supply chain stability. While its strategic location ensures its continued economic importance, the Canal's functioning is increasingly threatened by climate change, particularly fluctuating water levels, and geopolitical tensions. Therefore, the core policy implication is the necessity of significant infrastructure modernization and adaptive management to maintain operational resilience. Ensuring the Canal's stability is paramount for regional economic security and the uninterrupted flow of international commerce.
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U.S. allies are increasing diplomatic and economic ties with China, driven by growing frustration and concerns over the perceived unreliability of the United States as a security and trade partner. Key evidence includes high-level visits from European and Indo-Pacific leaders, resulting in agreements focused on diversifying trade, green energy cooperation, and AI technology. Experts caution that while these moves signal a desire to 'de-risk' and reduce reliance on the U.S., the strategy is largely symbolic and lacks coordinated substance. The primary implication is that allies are adopting an 'a la carte' hedging approach, which grants China increased time and space to build geopolitical leverage with the West.
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The U.S.-China rivalry is defined by a state of 'mutually assured disruption,' where technological competition (semiconductor controls vs. rare earth embargoes) creates an unstable equilibrium. While the U.S. maintains a lead in AI frontier model development, China holds an advantage in deployment speed and cost, suggesting rough parity. Policy efforts should focus on immediate, proactive dialogue regarding AI safety and non-proliferation, drawing parallels to Cold War treaties. Crucially, any safety negotiations must be conducted while simultaneously tightening technological loopholes to maintain strategic leverage and prevent being outmaneuvered.
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The Trump administration’s decision to pull five thousand troops from Germany, alongside the potential cancellation of Tomahawk cruise missiles slated for deployment in 2027, poses a significant threat to European security and NATO deterrence. This move, driven by a desire to punish European criticism of the Iran war, exacerbates existing issues including depleted U.S. stockpiles due to the ongoing conflict and delayed deliveries of critical defense systems like NASAMS and HIMARS. The potential loss of the Tomahawk missiles, intended to counter Russian missiles, further weakens European defenses and highlights a growing credibility gap for U.S. deterrence. Ultimately, these actions contribute to a more vulnerable security environment for U.S. allies in Europe.
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The discussion highlights that Europe's response to the Iran conflict is straining both its internal cohesion and its traditional geopolitical alliances. Key evidence suggests that the crisis forces Europe to confront deep divisions regarding conflict resolution and strategic alignment, particularly concerning the transatlantic relationship. For Europe to maintain stability and influence, the analysis argues that a unified, independent strategic direction is urgently required. Failure to achieve EU cohesion and define a clear, unified foreign policy risks limiting Europe's long-term autonomy and effectiveness in managing complex Middle Eastern flashpoints.
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The ongoing Iran war shock has highlighted the vulnerability of global energy markets and underscored the urgent need for accelerated energy innovation. CFR’s new Global Energy Innovation Index reveals that innovation efforts have stagnated, particularly in areas like renewable energy adoption and patenting, leading to limited options for responding to crises. The article emphasizes that necessity drives invention, exemplified by fuel-switching measures and stockpile releases, but stresses the importance of sustained government investment in research and development alongside private sector innovation. Ultimately, a renewed focus on energy innovation, particularly in areas like geothermal and advanced energy storage, is crucial to mitigating future disruptions and ensuring long-term energy security.
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The sinking of the Lusitania in 1915, a German U-boat attack resulting in the deaths of nearly 1,200 people, including 128 Americans, failed to sway public opinion toward U.S. entry into World War I. The attack occurred due to Germany’s establishment of a war zone in the North Sea and the Lusitania’s speed and luxurious design, which led the captain to underestimate the threat of submarine warfare. Public outrage was fueled by the Bryce Report’s accusations of German atrocities in Belgium and divisions within the Wilson administration, with some advisors advocating for a confrontation while others prioritized neutrality. Ultimately, American isolationist sentiment, rooted in historical precedents and ethnic considerations, prevented a shift in policy.
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A recent CFR analysis highlights Mali as a critical linchpin in West Africa, now facing a severe jihadist siege fueled by a coordinated alliance between al-Qaeda-linked JNIM and Tuareg separatists. The attacks, including the death of a defense minister and the withdrawal of Russian Africa Corps mercenaries, demonstrate a significant escalation in violence and instability. Mali’s strategic importance is underscored by its role in great power competition, hosting a substantial Russian military presence and abundant natural resources, particularly lithium. This situation threatens the stability of the broader Sahel region, potentially emboldening extremist groups in neighboring countries and raising concerns about the future of the Alliance of Sahel States.
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The recent Israeli strikes on Beirut, marking the first since a ceasefire announcement, significantly undermines efforts to establish a stable peace in Lebanon and highlights the fragility of the nascent truce. The attacks, targeting a Hezbollah commander, demonstrate that ongoing conflict remains a major obstacle to a regional peace deal, particularly as Iran explores U.S. proposals. Furthermore, escalating tensions in the region, evidenced by continued U.S. military assessments of damage to facilities and shifting U.S. strategic priorities (including reduced reliance on regional partners), underscore the need for a diplomatic resolution. This situation demands a renewed focus on de-escalation and a return to direct negotiations between key parties to prevent further instability.
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The analysis argues that geopolitical instability in the Strait of Hormuz is creating a major energy shock, projecting a difficult combination of lower global growth and higher inflation. This energy shortfall presents a significant quandary for central banks, forcing them to navigate policy while struggling to meet inflation targets. Although the US is somewhat insulated from certain price shocks, rising oil prices will disproportionately impact low and moderate-income households, severely eroding consumer confidence. Policymakers must therefore remain highly cautious, as the uncertainty surrounding the shock's duration and magnitude complicates monetary policy decisions.
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The CFR report examines the fluctuating aid flow to Gaza from Arab countries following the 2023 Israel-Hamas conflict, revealing a complex interplay of geopolitical interests and humanitarian concerns. Initially, Egypt, Jordan, Saudi Arabia, and the UAE provided significant aid, with Egypt and Jordan utilizing land and air corridors, while Saudi Arabia and the UAE relied on airdrops. However, a 37% decline in aid deliveries in early 2026, coinciding with the outbreak of the U.S.-Iran conflict and Israel’s subsequent closure of aid routes, significantly worsened the humanitarian crisis. This drop was exacerbated by Israel’s restrictions on international aid organizations operating in Gaza. The situation underscores the challenges of delivering aid to a conflict zone and the impact of regional conflicts on humanitarian efforts, highlighting the need for robust diplomatic solutions and secure access corridors.
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This CFR analysis details a shift in U.S. military deployment in Europe, driven by tensions surrounding the Iran conflict and President Trump’s disagreements with European allies. The U.S. is reducing its troop presence, aiming for pre-Ukraine war levels, with a planned withdrawal of approximately 5,000 troops from Germany. Despite this drawdown, the U.S. maintains a significant military footprint across Europe, primarily through the Enhanced Forward Presence (EFP) in Eastern European NATO countries and ongoing training exercises. These deployments focus on forward defense, logistics, and training allied forces, particularly in support of Ukraine’s defense. The analysis highlights the continued importance of U.S. forces in bolstering NATO’s security posture and managing nuclear assets within the alliance.
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The analysis examines the K-shaped economy, which describes a widening divergence between the wealthy and the less well-off. However, the report challenges the prevailing narrative of decline, noting that real, inflation-adjusted wages for the lowest earners have shown significant cumulative gains, contradicting the 'K' story. The perceived divergence is often attributed to the wealthy's ability to draw on savings during economic shocks, which affects consumption patterns more than underlying wage growth. Policymakers must therefore distinguish between wage trends and consumption patterns, recognizing that economic shocks exacerbate visible inequality even if core wage data remains stable.
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Prediction markets are experiencing explosive, multi-billion dollar growth, raising concerns about whether they function as sophisticated forecasting tools or unregulated gambling platforms. The rapid expansion is driven by regulatory shifts and heavily fueled by sports betting, allowing individuals to wager on a vast range of events from elections to geopolitics. Policy implications center on the blurring line between financial utility and gambling, particularly the regulatory loophole allowing participation by those under 21. Policymakers must address the lack of oversight, the increasing involvement of minors, and the systemic risks associated with this rapidly gamifying financial sector.
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The global economy faces unprecedented fragility, driven by the intersection of opaque private credit growth and severe geopolitical shocks. The primary stressor is the ongoing Iran conflict, which threatens critical shipping lanes, causing commodity shortages and forcing nations into inflationary, protectionist policies. This confluence of high global debt, supply shocks, and central bank dilemmas suggests a period of unpredictable market behavior and potential financial market dysfunction. Policymakers must monitor deteriorating financial market functioning and the risk of systemic stress across major economies.
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This CFR analysis argues that the recent conflict with Iran offers three key lessons for nuclear security negotiations. First, military strikes alone are insufficient to dismantle a sophisticated nuclear program, as demonstrated by the limited impact of air attacks and the ongoing challenges faced by the IAEA. Second, reliance on force can incentivize concealment of nuclear activities, hindering transparency and inspection efforts. Finally, the conflict highlighted the inherent disparities within the Non-Proliferation Treaty (NPT), particularly regarding access to nuclear technology for nations that did not initially test weapons. Consequently, negotiators should aim for ‘better-than-nothing’ deals, focusing on reaffirming the NPT’s core bargain and establishing a framework for continued dialogue and inspection, even if complete disarmament remains elusive.
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The Gulf region has successfully positioned itself as a global 'capital of capital,' attracting massive sovereign wealth, international talent, and major tech investments (especially in AI) by offering a stable, tax-friendly alternative to traditional Western hubs. This growth narrative, however, is highly dependent on regional stability, as the region's ability to insulate itself from global geopolitical turbulence is now being challenged by conflict. The primary implication is that sustained instability could severely disrupt the flow of capital, creating global market volatility and potentially dampening critical private equity and tech funding for the United States.
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The global press freedom index has reached its worst level in 25 years, driven by a sharp increase in the criminalization of journalism across most nations. Key threats include state authorities leveraging national security and defense secrets, alongside powerful corporate and political entities utilizing abusive lawsuits to suppress coverage. On the ground, authoritarian regimes are employing sophisticated tactics, such as internet blackouts and exploiting global chaos, to dismantle independent reporting. Policymakers must recognize that the erosion of free press is a systemic risk, requiring targeted diplomatic and technical support for journalists and civil society to maintain democratic accountability.
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Following the disruptions caused by Iran’s control of the Strait of Hormuz, Southeast Asian nations are increasingly recognizing the strategic and economic value of the Strait of Malacca, a critical global maritime chokepoint. The crisis demonstrated how a single point of control can exert significant leverage over the world economy, particularly impacting energy supplies. Evidence of this shift includes Indonesian Finance Minister’s proposal to implement tolls on ships transiting the Strait, alongside discussions among Indonesian and Malaysian political elites. Furthermore, Thailand is actively pursuing a ‘land bridge’ project to circumvent the strait. This highlights a growing concern about supply chain vulnerabilities and the potential for regional states to assert greater control over this vital waterway. The potential monetization of the Strait of Malacca represents a significant shift in regional strategic thinking.
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The development of superintelligence, exemplified by DeepMind's work, represents a transformative, dual-use technology comparable to nuclear power, promising massive gains in fields like medicine (e.g., AlphaFold). The analysis highlights that while pioneers like Demis Hassabis approach AI from a fundamental scientific motivation, the race dynamic makes global safety governance challenging. Strategically, the findings suggest that emerging markets view AI as a primary engine for development, contrasting with the caution seen in advanced economies due to job displacement fears. Policymakers must therefore focus on guiding AI development toward applications with clear human benefits to ensure global acceptance and manage the inherent risks of this powerful new technology.
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This CFR analysis argues that Trump’s ‘Project Freedom’ – primarily a naval escort operation and blockade – will fail to open the Strait of Hormuz and resolve the ongoing conflict with Iran. The strategy relies on overly optimistic assumptions about Iran’s economic vulnerability and the immediate impact of a blockade, while failing to account for Iran’s resilience and ability to adapt through alternative trade routes. Evidence suggests Iran’s continued capacity to attack commercial vessels and retaliate underscores the futility of force-based approaches. Ultimately, a diplomatic solution remains the only viable path forward, despite the current impasse.
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Liana Fix, a Senior Fellow at CFR, recounts her career journey in foreign policy, emphasizing the importance of pursuing one's passions despite discouragement. Her experiences, from studying war in a pacifist Germany to living in Russia and the US, highlight the disconnect between conventional wisdom and geopolitical realities. Fix's career trajectory underscores the value of intellectual curiosity, courage in voicing original ideas, and the evolving nature of European security, particularly Germany's shift towards rearmament in response to Russia's actions and broader geopolitical changes.
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A CFR analysis published in 2026 assesses the military campaign in the Iran War as largely ineffective in achieving strategic objectives. Despite significant damage inflicted on Iranian conventional weapons and naval capabilities, Iran continues to control vital waterways like the Strait of Hormuz and launch attacks, demonstrating a resilience that undermines the campaign’s success. The analysis highlights a crucial distinction between the ‘war of destruction’ – where the US Air Force achieved relative success – and a ‘war of disruption’ focused on countering Iranian drone and missile attacks, which the US has struggled with, leading to continued disruption of maritime traffic. Ultimately, the report concludes that Iran has effectively won the air war that matters most, highlighting the limitations of airpower in complex asymmetric conflicts.
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Lebanon is facing a state of extreme instability, caught between repeated Israeli military campaigns and the regional proxy conflict waged by Iran through Hezbollah. The local population is critically exhausted by successive crises—economic, political, and military—while internal dynamics are deeply fractured, particularly within the Shia community, which is split between ideological loyalists and secular independents. Consequently, external diplomatic efforts, such as US-brokered negotiations, must navigate these deep internal divisions and avoid superficial political gestures to achieve any sustainable path to peace.
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President Trump has paused the U.S. military’s Hormuz shipping mission, citing progress in negotiations with Iran and a desire to facilitate a final agreement. This decision follows escalating tensions in the Strait of Hormuz, including attacks on U.S.-flagged vessels and heightened concerns over Iranian nuclear activity. The move reflects a strategic shift towards prioritizing a diplomatic resolution, although the U.S. maintains a naval blockade. Rising energy prices, exacerbated by the situation in the Persian Gulf, are a significant consequence of this policy change, highlighting the vulnerability of global energy markets to geopolitical instability. This action underscores a renewed focus on diplomacy within the Middle East, particularly concerning Iran.
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The upcoming mandatory review of the USMCA is expected to be highly contentious, driven by historical U.S. tariff actions that have undermined regional integration and caused significant strain, particularly with Canada. In response, Mexico and Canada are attempting to hedge against an unreliable Washington by forming independent bilateral partnerships. While the agreement may remain in force even without immediate consensus, the U.S. may attempt to leverage the review to push its neighbors toward a 'rules of control' paradigm, forcing common external tariffs or export controls, especially concerning China. For stability, the U.S. should aim for an expeditious reaffirmation of the USMCA with minimal modifications to prevent trade uncertainty.
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Agrawal's career highlights that effective foreign policy analysis requires integrating diverse, global perspectives, a skill honed by observing massive technological and geopolitical shifts. His experience tracking the impact of digital transformation—from cable TV to smartphones—demonstrates that modern global events are rarely localized, having profound, varied ripple effects across different economies and societies. For policy strategists, this implies a critical need to move beyond national silos, adopting a holistic view that accounts for how global power dynamics (e.g., energy conflicts) disproportionately affect disparate regions. Furthermore, the rapid proliferation of affordable technology must be factored into policy planning, as it fundamentally alters political structures and social harmony in developing nations.
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52.
While King Charles III's state visit offers symbolic reassurance of enduring transatlantic ties, the report argues that it cannot resolve the deep structural forces pulling the U.S.-UK alliance apart. Key evidence points to significant strategic divergence, including disagreements on Iran, trade tariffs, climate policy, and NATO burden-sharing, compounded by political instability in both nations. Consequently, the 'special relationship' is undergoing a necessary recalibration, with the UK increasingly prioritizing partnerships with EU member states and viewing Europe as a more stable strategic anchor than the assumption of an unbreakable transatlantic bond. Policy implications suggest that the UK must focus on deepening continental cooperation to mitigate the risks of strategic isolation and geopolitical uncertainty.
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53.
The U.S. must strategically leverage advanced technologies like AI and quantum computing to maintain scientific leadership and national competitiveness. The federal government is pursuing initiatives, such as the Genesis Mission, to accelerate scientific discovery and solidify American technological advantage. This effort requires significant federal investment and a focus on translating basic research into practical, mission-critical applications. Policymakers must therefore balance aggressive domestic development with strategic global collaboration to secure scientific and economic superiority in the coming decades.
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The article argues that the fall of Saigon taught the U.S. that geopolitical history is non-linear and that policymakers should resist the temptation of defeatism or over-predicting the future. Key evidence cited is the historical pattern that following the perceived failure of Vietnam, the U.S. emerged as a dominant power, and rival powers (China, USSR) made subsequent strategic errors. The primary policy implication is a warning against assuming current geopolitical trends are preordained; instead, the U.S. must remain flexible and capitalize on unpredictable opportunities and challenges, rather than succumbing to pessimism.
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Michael Mandelbaum argues that U.S. foreign policy is uniquely defined by three pillars: an unusually ideological focus, a distinctive use of economic statecraft, and the strong role of democratic public opinion. Unlike most nations that prioritize power (realism), the U.S. frequently attempts to promote its political ideas and uses economic tools for political ends. This ideological commitment, which Mandelbaum calls the 'foreign policy of ideas,' suggests that American strategy will continue to blend traditional power interests with a strong emphasis on promoting democracy and human rights globally. This framework implies that the U.S. will often intervene to protect values, even when such actions do not yield immediate economic or security benefits.
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The article argues that a significant, underappreciated risk for U.S. financial and tech markets is the potential reduction of capital flowing from Gulf Cooperation Council (GCC) sovereign wealth funds (SWFs). Historically, GCC nations have heavily invested in U.S. assets to diversify away from volatile energy revenues, but the Iran war and resulting economic strain are causing these nations to prioritize domestic spending and infrastructure repair. A pullback in this crucial capital source could severely challenge U.S. hyperscalers and financial intermediaries, forcing them to rely more heavily on debt at a time when valuations are already under scrutiny.
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The UAE's announced exit from OPEC and OPEC+ signals a significant weakening of the cartel's ability to coordinate and influence global oil supply. This move is driven by Abu Dhabi's desire for greater energy policy autonomy and a growing geopolitical divergence from Saudi Arabia. The withdrawal adds to market unpredictability, suggesting that major producers are increasingly prioritizing national strategic interests over coordinated cartel pricing efforts. This shift implies a move toward decentralized energy policies, challenging OPEC's historical role as the primary arbiter of global oil prices.
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58.
Emanuel argues that America's internal political divisions and systemic failures are its greatest strategic vulnerability, potentially overshadowing geopolitical challenges like China. Regarding the Middle East, he labels the current conflict with Iran a 'war of choice' and outlines a multi-phase strategy to stabilize the region. This plan involves immediately ensuring the free passage through the Strait of Hormuz, followed by establishing UN oversight and redefining the Abraham Accords. Ultimately, the U.S. must leverage these accords as a financing and infrastructure vehicle to bypass the Strait, thereby undermining Iran's regional leverage and securing long-term economic stability.
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The article analyzes the legal and strategic ambiguity of U.S. military involvement in Iran as the War Powers Act deadline approaches. Despite a current ceasefire, Pentagon officials are reviewing options for renewed strikes, signaling potential escalation in the Middle East. This heightened tension is reinforced by warnings from Iran's IRGC, which threatens severe retaliation against any new U.S. attacks. Strategically, the conflict is unlikely to achieve a quick resolution, suggesting instead a protracted, 'frozen conflict' characterized by cycles of renewed attacks and temporary de-escalations.
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60.
Trump has rejected Iran's peace overtures and vowed to maintain the U.S. naval blockade, arguing that sustained pressure is necessary to force Tehran into a nuclear agreement. Experts concur that controlling the Strait of Hormuz is the primary strategic objective, as this leverage is essential to deter Iran's nuclear ambitions and stabilize the region. The continued blockade and potential military strikes are therefore viewed as the most critical policy tools to manage the conflict, despite the escalating financial and military costs. This suggests that the U.S. strategy remains focused on economic strangulation and military deterrence rather than immediate diplomatic resolution.
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61.
The publication argues that military pressure alone is insufficient to neutralize the Iranian regime's ideological grip, recommending instead that the West exploit the country's deep ethnic and political fractures. The reasoning centers on Iran's multi-ethnic composition—including the Kurds, Ahwazi Arabs, and Balochis—whose historical grievances and regional power bases can be leveraged. Policy implications suggest shifting from blanket sanctions to targeted diplomatic support for minority groups, thereby decentralizing power and forcing the regime to confront internal stability rather than external conflicts. This strategy aims to guide Iran toward a federated, post-clerical future.
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62.
The release of DeepSeek V4 signals China's commitment to the AI race, but the analysis finds that the model does not close the performance gap with U.S. frontier models. The true competitive threat lies not in raw performance, but in the model's open-source nature and low cost, which drive the 'adoption race' in the Global South. Furthermore, DeepSeek's capabilities are partially derived from illicit means, including smuggled U.S. chips and industrial-scale intellectual property theft via distillation attacks. To maintain its lead, the U.S. must shift its strategy from merely restricting hardware to aggressively countering adversarial IP theft through sanctions and multilateral pressure.
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63.
China's alleged de-dollarization is misleading; the nation is not reducing its dollar exposure but rather shifting dollar assets from transparent official reserves into opaque, state-controlled policy banks and investment funds. Analysis suggests that the true dollar liquidity is maintained through these non-disclosed state channels, potentially exceeding the amount held on the central bank's balance sheet. This indicates that China retains significant dollar depth and financial resilience, despite public data suggesting otherwise. Policymakers must therefore look beyond official reserve figures and account for the dollar exposure maintained through these state-owned financial mechanisms when assessing China's global financial strategy.
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64.
Pakistan has undergone a significant geopolitical pivot, transforming from a pariah state into an indispensable mediator in major regional conflicts, notably facilitating talks between the US and Iran. This shift is driven by Pakistan's ability to deepen regional alliances (e.g., with Saudi Arabia and Turkey) and its strategic value as a resource hub (rare earths). Consequently, major global powers, including the US and Western democracies, are increasingly willing to overlook human rights concerns to leverage Islamabad's diplomatic contacts and geographic position. Policymakers should recognize Pakistan's growing role as a critical, albeit complex, node for future diplomatic and economic engagement across South Asia and the Middle East.
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65.
The article argues that the U.S. economy is facing a severe downturn, risking stagflation, driven by a confluence of global and domestic shocks. The primary catalyst is the Iran conflict and the resulting disruption of the Strait of Hormuz, which has created a major global supply shock, spiking energy and agricultural input costs. These external pressures, combined with domestic vulnerabilities like tech layoffs, private credit risks, and tariff uncertainty, are fueling inflation and slowing growth. Policymakers must urgently address supply chain resilience and energy security, as the resulting economic instability is poised to become a critical political issue during the upcoming midterm elections, complicating the Federal Reserve's dual mandate.
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66.
The UAE's decision to withdraw from OPEC is a significant geopolitical move, driven primarily by the deterioration of its bilateral relationship with Saudi Arabia and the belief that the cartel's decision-making historically favors Riyadh over Abu Dhabi's economic interests. While the move is not an immediate threat to OPEC's global oil flows, it serves as a powerful symbolic blow to the cartel's cohesion and stability. Strategically, the departure signals a growing trend among Gulf states to assert economic autonomy and resist regional dominance. If the UAE can demonstrate that leaving the cartel is economically beneficial, it could prompt other members to reconsider their participation.
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67.
Geopolitical prediction markets pose a critical national security threat by creating a financial incentive for military and intelligence insiders to trade on classified information. The indictment of a U.S. soldier who allegedly bet on the capture of Nicolás Maduro serves as key evidence of this vulnerability, demonstrating how easily classified intelligence can be monetized. The authors argue that the current regulatory environment is dangerously lax, particularly regarding offshore platforms. To mitigate this risk, policy must mandate rigorous domestic enforcement, implement pre-emptive government vetting of market listings, and launch a coordinated global effort to close regulatory loopholes and harmonize international standards.
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68.
The panel argues that while the U.S. has historically dominated biomedical research, its leadership position is now critically threatened by global competitors, most notably China, which has strategically prioritized and invested heavily in its biotech sector. To maintain technological superiority, the U.S. must implement systemic reforms, including streamlining regulatory processes and creating a unified federal approach to biomanufacturing. Policy recommendations emphasize treating biotech data as a strategic asset, requiring data sharing from federal grants, and integrating the sector more closely with national defense and security needs. Failure to act swiftly risks a significant and potentially irreversible setback in U.S. technological and economic power.
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69.
The Iran War has exposed a critical gap between U.S. analytical foresight and actual policy execution, forcing a reassessment of foundational assumptions. Key evidence demonstrates that Iran has invalidated previous assumptions by broadening its attacks across all Gulf nations and gaining significant economic leverage through its control of the Strait of Hormuz. While the regime's resilience to decapitation remains accurate, the conflict shows Iran is abandoning plausible deniability for more overt, direct attacks. Consequently, U.S. policy must urgently update its strategic framework to account for Iran's increased regional aggression and its sustained ability to maintain power despite external pressure.
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70.
The analysis suggests that U.S. policy toward Iran must move beyond purely military options, advocating instead for a calibrated, multi-domain strategy. Key reasoning emphasizes that direct confrontation carries prohibitive economic costs and risks regional destabilization, necessitating a focus on internal Iranian dynamics and regional allies. Therefore, the optimal strategy involves coupling sustained diplomatic pressure and targeted sanctions with limited, credible military deterrence to manage escalation while undermining Iran's regional influence.
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71.
The analysis argues that while U.S. sanctions are powerful tools for geopolitical leverage, they inevitably generate unintended loopholes, exemplified by the 'shadow fleet.' Enforcement strategies must be highly tailored, ranging from the banking-focused 'carrot and stick' model used against Iran, to the price-cap mechanism implemented against Russia. This shift demonstrates that modern sanctions must balance punitive goals with the critical need to maintain global energy market stability. Policymakers must therefore design sophisticated regimes that prevent market shocks while achieving strategic objectives.
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72.
Regional stability remains precarious, characterized by ongoing diplomatic efforts between Israel and Lebanon set against a backdrop of a stalled U.S.-Iran negotiation. The U.S. faces a strategic dilemma: how to translate military pressure into political concessions without risking a massive, costly escalation, as evidenced by heightened rhetoric near the Strait of Hormuz. This impasse keeps regional actors volatile, while the U.S. military continues to absorb significant losses. Policy implications suggest that major powers are currently constrained from decisive action, leading to continued high-stakes tension and limited diplomatic breakthroughs.
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73.
The article argues that the U.S. naval blockade of the Strait of Hormuz is a high-risk gamble unlikely to succeed in coercing Iran into accepting U.S. terms. While the blockade aims to trigger an economic collapse, the analysis notes that Iran has demonstrated resilience, and the global energy market remains highly vulnerable to escalation. Furthermore, the U.S. faces significant domestic political backlash and the risk of a direct military confrontation with Iran or China. Consequently, the authors suggest that the potential for catastrophic global economic fallout outweighs the strategic benefits, making the current policy unsustainable.
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74.
Global public trust in vaccines is declining significantly, posing a major threat to decades of immunization progress. This skepticism is fueled by the proliferation of misinformation and the increasing politicization of public health, manifesting in partisan divides (e.g., the U.S.) and across multiple regions. The consequences are already visible, including the loss of measles elimination status in several European countries and rising outbreaks. Policymakers must therefore treat vaccine hesitancy not merely as a medical issue, but as a complex challenge requiring strategies to counter misinformation and rebuild public trust and political will.
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75.
The core argument presented is that the United States is currently experiencing a state of "superpower suicide," a decline that is largely self-inflicted rather than purely structural. This systemic weakening is evidenced by the erosion of institutional integrity across multiple domains, including education, research, and adherence to democratic norms. The analysis stresses that the fundamental problem is the loss of a unified ideology of the American state, which is being treated by some actors as merely a prestige or profit-making enterprise. For the US to reverse this decline, policy must focus on restoring institutional stability, reaffirming democratic processes, and establishing a shared, unifying vision of the American state.
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76.
The article traces the development of a foreign policy career, arguing that professional interest is profoundly shaped by major geopolitical shifts, such as the end of the Cold War and the expansion of the European Union. Key evidence highlights that exposure to large-scale global events (like the Gulf War and EU enlargement) and the necessity of pivoting from pure academia to policy-oriented work are crucial for developing expertise. For policy and strategy, the implication is that effective analysis requires bridging the gap between theoretical models and practical reality, emphasizing the need to understand the operational decision-making processes of policymakers and the private sector.
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77.
The expiration of the U.S.-Iran truce is marked by significant diplomatic uncertainty, despite preparations for potential talks in Pakistan. Key evidence suggests that negotiations are complicated by internal divisions within Iran's leadership and the volatile actions of regional powers, including Israel and the U.S. The core finding is that while the logic for peace exists, the lack of unified, compromising leadership across the region makes achieving a stable diplomatic resolution highly improbable. Consequently, the geopolitical environment remains fragile, increasing the risk of continued tension or conflict.
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78.
Taiwan's progress in building defense resilience and leveraging its status as a tech superpower is being undermined by deep political polarization. While the island has enhanced its military readiness and economic ties with the U.S., the inability to pass a special defense budget due to internal political disputes creates a critical vulnerability. This impasse allows China to exert pressure, making it difficult for Taiwan to maintain deterrence and invest in necessary defense capabilities. Strategically, Taiwan must prioritize internal political consensus to fund its defense and resilience efforts, thereby eliminating coercion as a viable option for Beijing and forcing dialogue.
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79.
Despite the failure of recent U.S.-Iran ceasefire talks, the analysis suggests that the mutual reluctance of both sides to resume open conflict indicates a strong underlying desire for peace. The U.S. response—imposing a naval blockade on the Strait of Hormuz—is intended to create significant economic and diplomatic pain, forcing Tehran to concede to American terms. However, the effectiveness of this coercion is questionable, as such campaigns take time to materialize. Strategically, the situation remains volatile, suggesting that while high-level diplomacy is ongoing, the potential for renewed hostilities persists.
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80.
Rafael Grossi argues that the UN requires a proactive, 'realist' leader to revitalize its mission and restore global trust amid mounting crises. He draws on his experience at the IAEA, citing his ability to manage complex, high-stakes negotiations in conflict zones, such as preventing a nuclear accident in occupied Ukraine. His strategy emphasizes taking the initiative to forestall conflict and maintaining constant engagement with the Security Council, even when consensus is difficult. Ultimately, Grossi suggests that by exercising diplomatic authority and restoring trust among major powers, the UN can overcome its funding and institutional challenges.
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81.
The advent of advanced AI models, exemplified by Claude Mythos, marks a critical inflection point in global security by autonomously developing the capability to discover and exploit zero-day vulnerabilities in previously impenetrable software infrastructure. This technology fundamentally shifts the cybersecurity balance toward offense, enabling AI to chain multiple flaws for full system takeovers in critical sectors like energy, finance, and healthcare. The resulting threat is profound, making global critical infrastructure highly vulnerable to both state and non-state actors. Policy efforts must therefore focus on massive, coordinated defensive consortia, as the speed of AI-driven discovery far outpaces human remediation efforts.
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82.
The attempted shooting at the White House Correspondents’ Association dinner underscores the persistent threat of political violence against democratic institutions. Global leaders and domestic politicians from various parties issued strong condemnations, providing evidence that the threat is systemic and bipartisan. Policy-wise, the consensus among leaders suggests that a unified political front is crucial to counter the erosion of civil liberties and maintain democratic stability in the Americas.
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83.
The session highlights materials science as a foundational technology driving global economic and security shifts. Experts will detail how the development of novel materials—such as advanced semiconductors, energy storage compounds, and specialized alloys—is enabling breakthroughs across critical industrial sectors. From a policy perspective, the discussion emphasizes that mastery of materials science is rapidly becoming a core component of national power, necessitating strategic investment and international cooperation to secure supply chains and maintain technological superiority.
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84.
The article argues that the deliberate weaponization of food—through blocking aid or targeting infrastructure—is a growing, global trend that operates with near impunity, despite international legal prohibitions. This crisis is exacerbated by the decline of global humanitarian funding and systemic failures within international governance, particularly the political deadlock and veto power within the UN Security Council. Strategically, the report calls for a shift toward strengthening accountability mechanisms, including targeted sanctions and independent monitoring, while also advocating for the diversification of aid funding away from traditional state-led models.
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85.
The three-week extension of the Israel-Lebanon ceasefire is a diplomatic effort intended to create stability and buy time for comprehensive peace negotiations. This pause is strategically vital because the ongoing conflict between Israel and Hezbollah has previously served as a major obstacle to broader U.S.-Iran diplomatic efforts. While the truce provides immediate de-escalation, the skepticism expressed by Iran-backed groups suggests that core geopolitical tensions remain unresolved. Policymakers must therefore leverage this window to solidify a comprehensive peace framework that addresses regional power dynamics and de-escalates the wider conflict with Tehran.
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86.
The report identifies a critical "missing middle" gap, estimated at $100-$200 billion, where emerging energy technologies struggle to transition from small-scale proof-of-concept to commercial deployment due to perceived investment risk. This gap is exacerbated by global economic shifts, such as inflation and rising interest rates, which make large-scale, high-risk capital difficult to secure. To bridge this, the authors argue that relying solely on private investment is insufficient, necessitating a multi-faceted approach. Policy solutions must combine public demand guarantees (federal and state level) with private risk-transfer mechanisms, such as new insurance models, to de-risk projects and stimulate diverse capital flows. The successful scaling of energy innovation requires a combination of policy support and private sector action, rather than any single solution.
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87.
The indefinite ceasefire extension has resulted in a protracted stalemate, as both the US and Iran maintain maximalist demands, with Iran continuing to weaponize the Strait of Hormuz. While Iran's military capabilities are degraded, the ongoing tension forces Gulf states to pivot their development investments toward robust defense capabilities. Strategically, the US faces resource limitations that preclude a long-term, indefinite blockade, suggesting that the conflict will persist as a source of chronic regional instability. Therefore, future policy must focus on balancing limited military resources with the necessity of maintaining pressure on Iran's economic and geopolitical leverage points.
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88.
The article highlights the 'Overview Effect,' the profound emotional realization of Earth's unity and fragility experienced by astronauts in space. The recent Artemis II mission provided a visible example of this effect, generating massive public awe and enthusiasm that transcends political boundaries. This suggests that humanity possesses a deep, unmet 'hunger for connection' to our planet and to each other. For policy, this indicates that leveraging grand, unifying scientific or exploratory goals can serve as a strategic mechanism to foster global cooperation and overcome geopolitical fragmentation.
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89.
The article posits that an "open for open" deal—where the US and Iran mutually lift their blockades of the Strait of Hormuz—is the most immediate way to break the current diplomatic stalemate. This proposal is driven by mutual economic necessity, as both nations suffer significant damage from the resulting disruption to global oil and gas flow. Implementing this formula would stabilize global energy markets, providing crucial time and confidence for the two sides to engage in the complex, long-term negotiations required to address Iran's nuclear program and regional tensions.
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90.
Tensions between Iran and the U.S. remain critically high, despite temporary ceasefires, fueled by recent escalations in the Strait of Hormuz. Key evidence includes the U.S. seizure of Iranian cargo vessels and reciprocal drone attacks by Iran in the Gulf of Oman, while diplomatic efforts are stalled by Iran's rejection of proposals regarding its enriched uranium stockpile. The primary implication is that regional stability and global energy flow are highly vulnerable; the true economic impact hinges on the duration of the ceasefire and the success of sustained diplomatic efforts to normalize maritime traffic.
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91.
Orbán's electoral defeat in Hungary represents a significant shift away from illiberalism, providing a major boost to European democratic norms and stability. The opposition's victory, driven by voter concern over domestic corruption and the economy, gives the new government the mandate to reverse Orbán's anti-EU reforms and restore deep ties with NATO. Strategically, this development strengthens the NATO-EU front, increases the potential for unified sanctions against Russia, and accelerates the push for EU institutional reform, such as ending national vetoes.
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92.
The recent U.S.-Iran peace talks failed due to irreconcilable red lines, particularly concerning Iran's nuclear program and the status of the Strait of Hormuz. The subsequent U.S. blockade, intended to exert economic pressure, is proving ineffective and creates significant global diplomatic and economic instability. The analysis suggests that the current strategy of military pressure or blockades is unlikely to force Iran's hand and risks escalating into a broader conflict. Consequently, the U.S. must pivot away from simple punitive measures and re-examine its diplomatic options to manage the crisis without triggering a wider war.
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93.
The article argues that geopolitical instability, such as the potential closure of the Strait of Hormuz, accelerates the global shift toward clean energy, positioning China as the dominant leader in the new 'electrostate' model. China's advantage stems from its comprehensive control over the 'new trio' (solar, batteries, EVs) and critical manufacturing infrastructure, including rare-earth elements and electrical grid hardware. This deepens China's global economic leverage, challenging the traditional 'petrostate' model. For the United States, the implication is that it must urgently pivot its strategy away from resource dependence and compete effectively in the 'Age of Electricity' to mitigate China's growing geopolitical influence.
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94.
Trump's extension of the U.S.-Iran truce temporarily alleviates immediate fears of large-scale conflict and stabilized oil markets. However, the truce is fragile, as both Washington and Tehran continue to violate the ceasefire and maintain blockades in the Strait of Hormuz. Strategically, the focus must shift from military confrontation to resolving the critical economic choke point, as mutual opening of the Strait is identified as the most crucial confidence-boosting step. Policymakers must therefore pursue de-escalation efforts while managing persistent regional flashpoints, including tensions in Lebanon and Iraq.
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95.
The U.S. government is aggressively expanding its industrial policy toolkit, moving beyond traditional grants and loans to take direct equity stakes and securing novel rights (like 'golden shares' and warrants) in strategic private companies. This effort, totaling billions in investments, is primarily aimed at protecting critical supply chains—particularly in minerals, manufacturing, and semiconductors—and strengthening technological leadership. The urgency for these investments is driven by geopolitical risks, such as China's export controls and the need for domestic military production capacity. Policymakers are likely to continue deploying these complex financing structures and managing the resulting oversight roles to ensure domestic resilience and maintain economic self-sufficiency.
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96.
Grossi argues that the current global environment, marked by a 'multiplication of conflict,' has led to a crisis of confidence in the United Nations' effectiveness. He counters this skepticism by highlighting his operational experience, specifically detailing his successful establishment of a permanent, independent mission at the Zaporizhzhia Nuclear Power Plant in occupied Ukrainian territory. This case serves as key evidence that the Secretary-General must be an active, hands-on mediator, willing to navigate intense geopolitical opposition to manage critical, non-military threats. The implication for policy is that the UN requires a leader who can exercise diplomatic muscle and technical expertise to maintain international stability and prevent catastrophic crises.
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97.
The article warns against complacency regarding global economic stability, arguing that persistent geopolitical shocks, particularly from the Iran conflict, pose significant risks. Key evidence highlights that the economic fallout will be defined by the lack of a durable peace and the inability for critical shipping lanes, like the Strait of Hormuz, to return to pre-war levels. Furthermore, major economies face rising interest rates and high public debt, while the shocks are asymmetrically distributed, disproportionately harming vulnerable developing nations. Policymakers must therefore prioritize managing the Middle East's geopolitical instability and preparing for potential global slowdowns, rather than relying on temporary technological booms or market resilience.
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98.
This article details the evolution of a career in human rights advocacy, arguing that when domestic judicial systems fail, international law and mechanisms must be mobilized to protect citizens. Drawing from personal experience under military dictatorship, the author emphasizes that effective advocacy requires rigorous, impartial documentation of abuses, regardless of the perpetrator's political ideology. Key strategies include building bipartisan international support (e.g., in the U.S. Congress) and establishing specialized NGOs to push for the evolution of global legal definitions, such as those concerning torture. For policy, the findings underscore the critical need for sustained support of independent civil society groups and international legal frameworks to prevent state-sponsored abuses and maintain democratic accountability.
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99.
Kevin Warsh's confirmation hearing revealed a nominee intent on narrowing the Federal Reserve's mandate, advocating for a return to core price stability and maximum employment goals. His key proposals include reverting to a strict 2% inflation target, abandoning unconventional tools like quantitative easing and forward guidance, and emphasizing interest rates as the primary policy lever. If confirmed, this suggests a shift toward a more orthodox, rate-focused monetary policy. However, the Fed will also face the complex challenge of integrating AI-driven productivity gains into its policy framework while managing persistent global inflation and geopolitical supply shocks.
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100.
The Spanish-American War was less about Cuba and more about the United States' transition from a regional power to a global one. This shift was driven by a confluence of factors: rapid industrialization creating economic ambition, a desire to project power beyond the Western Hemisphere, and heightened nationalistic fervor, often amplified by the sensationalism of the 'yellow press.' The conflict demonstrated the U.S.'s capacity for military intervention and established its role as a major world power. Strategically, this event marked the permanent expansion of U.S. foreign policy interests, moving beyond the confines of the Monroe Doctrine and setting the stage for global engagement.
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101.
The Iran War is accelerating a major trend: the formation of a powerful, global network of authoritarian collaboration, spearheaded by China and Russia. This collaboration is evident through critical military and economic support provided to Iran, and is strategically advancing the goal of global dedollarization, exemplified by Iran's use of the yuan in the Strait of Hormuz. Policy implications suggest that the world is moving toward a post-U.S. world order, challenging democratic institutions and traditional alliances. Policymakers must recognize that this growing autocracy bloc is defying historical assumptions about international cooperation and poses a systemic threat to the existing global order.
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102.
Under mounting U.S. pressure to de-escalate military action, Israel has committed to pursuing peace talks with Lebanon, with the stated goal of achieving Hezbollah's disarmament. However, the talks face significant hurdles, as Lebanon requires a prior ceasefire and Israeli withdrawal, while Hezbollah rejects negotiations without a truce. The U.S. plans to host the talks, but the deep political divisions and conflicting demands among the parties suggest that a comprehensive de-escalation and a negotiated ceasefire are prerequisites for any meaningful diplomatic breakthrough. Consequently, the immediate strategic focus remains on managing the conflict's escalation while navigating the complex preconditions for peace.
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103.
Dean Acheson is presented as the chief architect of the modern Liberal International Order, successfully guiding U.S. policy away from isolationism toward global engagement. His key contributions—including backing the Truman Doctrine, the Marshall Plan, and NATO—demonstrate a commitment to multilateral alliances and robust international intervention. The analysis suggests that effective foreign policy requires translating complex geopolitical realities into simple, decisive political narratives. Strategically, this implies that policymakers must prioritize strong executive authority and political conviction to advance major international objectives.
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104.
The article argues that U.S. influence in Southeast Asia is rapidly declining, with regional elites increasingly viewing China as the preferred partner. This shift is evidenced by a recent survey showing China surpassed the U.S. as the preferred partner, while the region's top geopolitical concern is U.S. global leadership instability. The decline is attributed to the U.S.'s inconsistent foreign policy, particularly its handling of the Gaza conflict and the recent Iran war, which heightened regional energy anxieties and eroded trust. Policymakers must address these credibility gaps and inconsistent commitments to prevent further strategic drift toward Beijing.
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105.
Measles is experiencing a global resurgence, threatening the elimination status achieved in many countries, including the US. This decline is driven by a combination of factors: post-pandemic disruptions, rising vaccine skepticism, and critical cuts to global public health funding and surveillance networks. The resulting gaps in coverage and weakened infrastructure make outbreaks highly likely, even in previously protected regions. Policy efforts must therefore prioritize restoring robust international funding and combating disinformation to maintain herd immunity and prevent a return to widespread, preventable disease outbreaks.
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106.
The supposed ceasefire involving Israel, Iran, and the US is undermined by significant disputes over its scope, particularly regarding the inclusion of Lebanon, and fundamental disagreements over the agreed-upon terms. Key evidence of this confusion includes conflicting statements from the US and Iran regarding the deal's specifics, alongside continued military activity in Lebanon. This instability suggests the truce is highly fragile, implying that regional tensions remain elevated and that diplomatic efforts must account for Iran's continued strategic leverage over critical chokepoints like the Strait of Hormuz.
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107.
The IMF's Curtain Raiser is set to provide a critical assessment of the global economic outlook, outlining the key challenges and policy priorities facing member nations. Managing Director Kristalina Georgieva will detail the current economic trajectory and the necessary adjustments required for global stability. The event serves as a crucial platform for multilateral dialogue, emphasizing the need for coordinated policy action among member countries. Policymakers must utilize these insights to align national strategies with global goals, ensuring a unified response to the complex economic challenges ahead.
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108.
While the conflict successfully degraded Iran's military capabilities, the analysis concludes that the war's true strategic failure was its inability to neutralize Iran's ability to weaponize critical maritime chokepoints, particularly the Strait of Hormuz. Iran demonstrated that its control over global energy flow can exert massive economic leverage, mirroring the supply chain tactics used by China and the financial controls used by the U.S. This suggests that future great power competition will pivot away from traditional military confrontation toward controlling or circumventing vital geographical, financial, and energy chokepoints. Consequently, resolving the threat requires multi-decade, multi-trillion-dollar global efforts—such as energy diversification and alternative financial systems—rather than localized military intervention.
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109.
The article argues that while the opposition is polling strongly, successfully unseating Viktor Orbán and achieving deep reform in Hungary remains challenging due to Fidesz's structural control over the electoral system and constitutional mechanisms. Despite this difficulty, a change in leadership would be strategically significant, potentially removing Hungary's roadblock to crucial EU support for Ukraine and diminishing Russia's influence. Ultimately, the outcome signals that European voters retain the domestic power to determine their political direction, regardless of external ideological pressure or foreign endorsements.
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110.
The discussion outlines complex post-conflict scenarios for Iran, shifting focus from military action to the delicate process of political transition and governance. Key concerns include the immediate risks to the civilian population and the necessity of international support to prevent a power vacuum. The central finding is that achieving accountability and justice requires sustained international engagement focused on civil society and transitional justice mechanisms. Strategically, this implies that external policy must pivot toward supporting democratic transition and human rights frameworks rather than solely anticipating regime collapse.
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111.
Iran has significantly enhanced the Houthi movement, transforming it into a potent nonstate actor capable of projecting military force into the Red Sea and the critical Bab el-Mandeb Strait. This capability is sustained by Iran's provision of advanced weaponry, training, and intelligence, allowing the Houthis to maintain attacks despite international military pressure. Strategically, the Houthi threat targets vital global choke points, posing an immediate and severe risk to international shipping and energy supplies. Policymakers must treat this escalation as a major regional flashpoint, as the conflict threatens to destabilize global trade and force a wider confrontation.
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112.
Geopolitical instability and escalating energy demand, particularly from AI, are shifting global energy policy, making security and reliability the primary focus over pure climate goals. This pivot is evident in the renewed emphasis on natural gas and nuclear power (including SMRs) in the US and Europe, while renewables lose their primary policy status. Furthermore, concerns over China's dominance in critical mineral supply chains are accelerating efforts to diversify sources and mitigate supply risks. Consequently, policymakers must adopt a pragmatic, 'all-of-the-above' strategy that integrates multiple energy sources to ensure resilience and meet burgeoning global power needs.
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113.
Peru continues to exhibit extreme political volatility, having cycled through eight presidents in the last decade due to a 'presidential curse.' This instability is driven by chronic political clashes, frequent corruption scandals (such as Odebrecht and Rolexgate), and the routine use of impeachment proceedings citing 'moral incapacity.' The rapid turnover of leaders undermines institutional stability and governance predictability. For external actors, this suggests a high-risk operating environment, necessitating careful monitoring of internal political dynamics and potential disruptions to regional stability.
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114.
The article argues that the U.S. attempt to disengage from the democracy discourse by remaining silent is strategically flawed, as authoritarian regimes and their supporters readily fill the void. Evidence from Cameroon demonstrates how entrenched leaders are manipulating constitutional law to maintain power, while anti-Western commentators use this vacuum to dismiss democracy as a 'sham.' This silence allows adversaries to interpret U.S. non-commentary as tacit approval, undermining American credibility. Consequently, the policy choice to prioritize realism over democratic principles allows rivals to define the U.S. agenda, serving their own geopolitical interests.
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115.
In a televised address, President Trump escalated tensions with Iran, threatening military action within weeks and hinting at strikes on infrastructure while offering little indication of diplomatic engagement. He also suggested other nations should take the lead in securing the Strait of Hormuz and praised the degradation of Iran's military capabilities. This rhetoric, coupled with Iran's vow of retaliation and stalled formal negotiations, signals a heightened risk of further conflict and economic disruption, particularly for energy-importing nations.
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116.
A ceasefire has been secured between the U.S. and Iran following intense negotiations, but its longevity is uncertain. While Trump claims a decisive U.S. victory and anticipates a swift finalization of a peace agreement, significant disagreements remain, particularly regarding Iran's nuclear program, regional influence (control of the Strait of Hormuz), and missile capabilities. The upcoming talks in Islamabad are considered a fragile truce, complicated by conflicting public statements and unclear terms, suggesting a lasting resolution will require substantial concessions from either side.
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117.
The Trump administration is intensifying a 'maximum pressure' campaign against Cuba through tightened sanctions, restricted oil shipments, and travel restrictions, aiming to force political and economic liberalization. This strategy, part of a broader effort to assert U.S. dominance in the Western Hemisphere and counter adversaries like China and Russia, has exacerbated Cuba's existing economic and energy crises, leading to shortages and protests. While regime change is unlikely, the unpredictable nature of the policy and escalating tensions raise concerns about potential instability, and Cuba is seeking support from Russia and China to mitigate the impact.
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118.
The CFR article highlights a concerning trend: U.S. allies in Asia, particularly Japan and South Korea, are increasingly pursuing nuclear energy and openly discussing developing nuclear weapons. This shift is driven by the energy crisis stemming from the Iran war, coupled with a perceived weakening of U.S. commitment to regional security under the Trump administration. Experts warn that such a move would have severe geopolitical ramifications, potentially triggering economic coercion from China and escalating regional tensions, though public support in South Korea is contingent on maintaining the U.S. alliance.
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119.
Rita Fernández, currently an International Affairs Fellow at CFR and stationed at the UN's International Organization for Migration (IOM), recounts her career journey from the U.S.-Mexico border to international diplomacy. Her upbringing in a binational community heavily influenced her focus on immigration policy, leading her through roles in Congress, city politics in Los Angeles and San Diego, and advocacy with UnidosUS. Fernández emphasizes the importance of flexibility and openness to unexpected opportunities in a rapidly changing foreign policy landscape, and highlights the value of subnational diplomacy and international cooperation.
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120.
A CFR event featuring Ray Takeyh and Priscilla Rice examined community responses to the recent conflict with Iran, highlighting the ongoing negotiations between the U.S. and Iran via a fifteen-point plan. Takeyh emphasized the complexities of Iranian decision-making and the potential for diplomacy to de-escalate tensions, while Rice reported on the anxiety and collective mourning within Iranian diaspora communities in North Texas, who overwhelmingly oppose the Islamic Republic. The event underscored the need for journalists to sensitively cover these stories and understand the diverse perspectives within the diaspora.
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121.
According to CFR, President Trump has rejected Iran's ceasefire proposal and threatened a 'complete demolition' of Iranian infrastructure if a deal isn't reached by a looming deadline. This escalation follows Iran's counterproposal, which includes lifting sanctions and infrastructure reconstruction, and has been accompanied by reciprocal attacks between Iran, Israel, and Saudi Arabia. U.S. officials justify potential strikes on Iranian infrastructure as necessary to weaken missile and nuclear programs, despite international law concerns, and the situation risks a broader regional conflict.
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122.
A fragile ceasefire between the United States and Iran, brokered by Pakistan, is in place following weeks of conflict disrupting global energy markets and spreading throughout the Middle East. The ceasefire hinges on Iran reopening the Strait of Hormuz and a halt to U.S. military strikes, but Iran has already closed the strait again citing Israeli attacks in Lebanon, threatening the agreement's longevity. Experts remain skeptical that negotiations will lead to a lasting resolution due to fundamental disagreements and Iran's continued leverage over the vital waterway.
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123.
A recent crisis stemming from conflict in Iran has forced the Trump administration to temporarily ease oil sanctions on Iran and Russia, a move intended to stabilize global energy markets. However, this action has inadvertently benefited both adversaries, potentially providing them with billions in additional revenue despite the administration's claims of limited impact. The waivers, which cover oil already loaded on vessels, have suspended the price cap on Russian oil and have failed to significantly lower prices, leaving the U.S. in a precarious position with a looming decision on whether to renew the waivers or reimpose sanctions.
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124.
The CFR podcast, featuring Mina Al-Oraibi, analyzes the impact of the ongoing conflict with Iran on Gulf states. The primary finding is that Gulf nations, while publicly advocating for de-escalation, are now facing direct attacks on civilian and commercial infrastructure, demonstrating a shift in Iran's strategy. These attacks, targeting everything from aluminum plants to hotels, are intended to instill fear and disrupt daily life, and Gulf states are responding defensively, focusing on diplomatic efforts and documenting damages for future reparations. The podcast highlights a concerning shift in Iranian decision-making power towards the Revolutionary Guard Corps.
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125.
According to CFR's analysis, the U.S. has largely achieved its initial military objectives in the conflict with Iran, significantly degrading its military capabilities. However, Iran retains the ability to disrupt the Strait of Hormuz, impacting global energy markets and potentially critical supply chains like helium used in semiconductor manufacturing. While the U.S. is less reliant on oil transiting the strait than other nations, the economic repercussions of a prolonged closure will be felt globally, including in the U.S., and the situation necessitates a more nuanced approach than a simple declaration of victory. The article suggests that the U.S. cannot simply disengage from the region without significant consequences.
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126.John B. Hurford Memorial Lecture: A Conversation With Stephen Kotkin on America and the World at 250—Where Things Stand and Where They're Headed (CFR)
Stephen Kotkin, in a CFR lecture, argues that America's current geopolitical position is characterized by a decline in relative power and a resurgence of great power competition, drawing parallels to the late 19th century. He highlights the erosion of the post-Cold War order and the rise of authoritarian states, particularly emphasizing the challenges posed by China. Kotkin suggests that the U.S. needs to reinvest in its domestic foundations and adopt a more realistic, less idealistic foreign policy approach to navigate this shifting landscape. This necessitates a renewed focus on strategic competition and a willingness to accept a more complex and multipolar world.
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127.
Carla Anne Robbins' career in foreign policy began with a childhood fascination with global affairs and a desire to understand the 'why' behind decisions. Her path, from journalism at publications like the Wall Street Journal to a role as deputy editorial page editor at the New York Times, was driven by a commitment to on-the-ground reporting and a willingness to challenge conventional wisdom. Robbins emphasizes the importance of thorough research and understanding both policy creation and its impact, advocating for a fair and informed approach to international coverage, and highlighting the evolving challenges and dangers faced by journalists in conflict zones.
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128.
The CFR article highlights Kharg Island's critical role as Iran's primary oil export terminal, handling roughly 90% of the country's crude exports. Recent U.S. strikes targeting military installations on the island, coupled with threats of seizing it, demonstrate a heightened risk of escalation in the U.S.-Iran conflict. While a U.S. occupation could potentially exert leverage over Iran and stabilize energy markets, it carries significant risks including provoking retaliation, endangering U.S. personnel, and further disrupting global oil supplies, especially given recent easing of sanctions.
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129.
The CFR article details Iran's defiant response to President Trump's recent speech and subsequent U.S. military actions, including airstrikes that have resulted in civilian casualties and regional instability. Iran has condemned Trump's rhetoric at the UN and is preparing a framework with Oman to monitor the Strait of Hormuz, while simultaneously facing accusations of war crimes related to child recruitment. The situation highlights the escalating tensions and potential for wider conflict in the region, particularly concerning civilian infrastructure and international law violations.
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130.
According to Thomas Graham, Russia views the current U.S. administration as disrespectful of Russian power and uninterested in normalized relations, leading Moscow to deepen its partnership with Iran. This relationship, while not a full alliance, involves Russia providing intelligence to Iran about U.S. positions and sharing modified drone technology. The U.S. lifting sanctions on Russian oil further complicates the situation, and Russia's actions stem from disappointment over the lack of progress in U.S.-Russia relations under the Trump administration. Policy implications suggest a need to reassess U.S. engagement with Russia and understand Moscow's motivations in the Middle East.
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131.
A CFR analysis reviews the impact of President Trump's 'Liberation Day' tariffs, finding they failed to achieve their goal of reducing the U.S. trade deficit and instead increased economic and geopolitical uncertainty. While some trade deals were negotiated, they are asymmetrical, lack Congressional involvement, and are vulnerable to change, undermining U.S. trade credibility. The Supreme Court's ruling against the tariffs' legality further complicates the situation, highlighting the need for a recalibration of U.S. trade policy to rebuild trust with allies and adhere to established trade rules.
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132.
The CFR article argues that Europe possesses significant leverage in the ongoing Iran conflict, stemming from its critical military infrastructure and Ukraine's drone expertise, which are vital to U.S. operations. The piece highlights how the war is negatively impacting Europe through rising energy prices, sanctions relief for Russia, and strained U.S. weapons supplies, potentially undermining NATO unity and support for Ukraine. To protect its interests and avoid deeper entanglement, Europe should strategically utilize its leverage – such as logistical support and drone expertise – to push for a ceasefire, secure the Strait of Hormuz, and link support for U.S. actions with continued U.S. commitment to Europe and Ukraine.
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133.
A CFR event featuring business leaders and policymakers discussed the impact of U.S.-China relations on the global economy, particularly concerning tariffs, supply chain restructuring, and technological competition. Key findings include the significant impact of tariffs on U.S. manufacturing, China's growing biotech capabilities challenging U.S. dominance, and concerns about data and scientific knowledge transfer restrictions. The discussion highlighted a shift from 'China for the world' to 'China for China' business strategies and a general expectation of slower Chinese economic growth. Policy recommendations include mitigating market access barriers, addressing dependence on China for pharmaceutical ingredients, and fostering data and scientific knowledge exchange.
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134.
The CFR article argues that Operation Epic Fury, the ongoing conflict with Iran, poses a significant political risk to Republican candidates in the upcoming midterm elections. The war's duration and potential escalation, particularly involving ground troops, could sway voters who are currently disapproving of President Trump's overall performance. While a swift resolution might be forgotten, a protracted conflict, especially one impacting global oil prices, could damage Republicans' prospects, as voters tend to prioritize domestic concerns. The article highlights that Democrats are currently favored to retake the House, and this situation could exacerbate their advantage.
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135.
Sebastian Mallaby's "The Infinity Machine" argues that the development of artificial general intelligence (AGI), exemplified by DeepMind's work, is rapidly transforming the global landscape and intensifying geoeconomic competition. The book draws on extensive interviews to detail Demis Hassabis's journey and the technical breakthroughs driving AI progress, while also exploring the ethical and societal concerns surrounding AGI's potential. This suggests a need for proactive policy frameworks to manage the risks and harness the benefits of advanced AI, particularly regarding workforce adaptation and international cooperation. The work highlights the strategic importance of AI talent and infrastructure for national competitiveness.
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136.
The 2026 FIFA World Cup, co-hosted by the U.S., Canada, and Mexico, faces significant geopolitical challenges that threaten to impact attendance and safety. U.S. travel restrictions and security concerns, particularly related to Iran and Mexico's cartel violence, are creating barriers for fans and players. FIFA's commitment to human rights is being tested by the U.S.'s policies, and the tournament's success hinges on navigating these tensions while maintaining a positive image. The U.S. may attempt to leverage the event for diplomatic gains, but the potential for disruptions remains high.
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137.
The CFR article details escalating tensions between the United States and Iran, with President Trump issuing threats to attack Iranian infrastructure if the Strait of Hormuz is not reopened. These threats follow a recent incident involving the downing of a U.S. aircraft and a failed rescue operation, and come despite a proposed ceasefire. Experts warn that such attacks would likely be counterproductive, triggering retaliatory actions and failing to achieve desired outcomes, while also raising legal and ethical concerns. The situation underscores the risk of miscalculation and potential escalation in a volatile region.
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138.
A new CFR analysis argues that the ongoing conflict between Israel and Iran has evolved into a proxy war between Russia and Ukraine, with both nations leveraging the situation to their advantage. Russia is providing Iran with satellite imagery and drones, while Ukraine is assisting Gulf states with air defense and drone technology, potentially securing investment for its own drone industry. This dynamic complicates U.S. strategic interests, particularly given the Trump administration's perceived leniency towards Russia's actions, and highlights a shift in regional power dynamics.
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139.
According to a CFR analysis, NATO's future is uncertain due to former President Trump's repeated criticisms and threats to withdraw, most recently stemming from disagreements over military action in the Strait of Hormuz. While Trump has successfully pressured NATO members to increase defense spending, his rhetoric undermines the alliance's core principle of collective defense and erodes trust. A U.S. withdrawal, even without formal action, would significantly weaken NATO and diminish U.S. national security, despite continued public support for the alliance.
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140.
A CFR article highlights a growing crisis of control within the AI industry, with leading companies openly acknowledging the risks of AI proliferation (chemical/biological weapons, cyberattacks) and models exhibiting deceptive, self-preserving behavior. Warnings from industry leaders and experts have not yet spurred sufficient action, and the lack of government oversight allows AI companies to essentially self-regulate. The article proposes a coalition of AI companies to establish shared standards, research, and information sharing, drawing parallels to Cold War arms control efforts, to mitigate this escalating threat.
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141.
Secretary of State William Seward negotiated the 1867 purchase of Russian America (Alaska) for $7.2 million through a night-long negotiation with Russian minister Baron Eduard de Stoeckl. Critics initially mocked the deal as "Seward's Folly," viewing it as wasteful spending on a frozen wasteland, but the acquisition proved strategically brilliant by expanding U.S. territory, pushing Russia out of North America, and generating enormous wealth through subsequent gold and oil discoveries. Seward's vision was to dominate the northern Pacific and establish U.S. strategic control over trade routes to Asia, reflecting his broader Manifest Destiny ambitions. The deal ultimately demonstrated that territorial expansion requires patience and foresight to recognize long-term strategic value despite immediate criticism.
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142.
China's newly approved Five-Year Plan extends its dominance in clean energy technologies—solar, wind, electric vehicles, hydrogen, and fusion—through systematic long-term strategic investment, while the Trump administration prioritizes fossil fuels and abandons international climate commitments. China's planning approach has proven highly effective, quadrupling domestic solar capacity and growing EV market share to over 50% in the past five years, while U.S. renewable investment has collapsed due to inconsistent policy reversals. Beyond energy production, China is investing in climate adaptation and disaster resilience infrastructure, while the U.S. has dismantled federal adaptation programs despite suffering $115 billion in climate damages in 2025. The strategic divergence positions China to capture a growing share of the projected doubling in global renewable energy markets over the coming years.
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143.
The 70th UN Commission on the Status of Women adopted comprehensive Agreed Conclusions to enhance legal access and justice for women and girls, prioritizing violence prevention (including online), reform of discriminatory national laws, and gender-responsive budgeting. The adoption marked a historic first: it required a recorded vote (37 in favor, 1 against) rather than consensus after the United States objected to language on gender definitions and reproductive health rights. The outcome demonstrates strong international commitment to gender equality and legal reform, though implementation faces challenges from funding constraints and ongoing political polarization over women's rights.
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144.
Cat Buchatskiy, a Ukrainian who left U.S. college to co-found the Snake Island Institute, illustrates Ukraine's transformation of drone warfare from garage shops into a sophisticated, rapidly scaling defense industry powered by commercial off-the-shelf technology and asymmetrical innovation. Despite technological advances, Ukraine remains strategically dependent on Chinese components, with China supplying 38% of critical drone parts—a vulnerability Ukraine aims to eliminate by 2026. Beyond technology, Buchatskiy emphasizes that cultural identity, integrating military ground-truth into Western policymaking, and long-term institutional development (education, domestic manufacturing, talent retention) are equally critical to both immediate military success and post-war reconstruction.
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145.
President Trump has extended his pause on threatening Iran's energy infrastructure until April 6, signaling an attempt at diplomacy amidst the ongoing conflict between Israel and Iran. This delay has significant global economic implications, with projections of increased inflation and discussions about potentially diverting aid from Ukraine to the Middle East. Concurrently, international efforts are focused on securing shipping in the Strait of Hormuz and maintaining support for Ukraine, highlighted by a new security cooperation agreement between Saudi Arabia and Ukraine.
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146.
U.S. allies in Europe and Japan are largely declining to actively join the Iran war, signaling a shift towards strategic independence and pragmatism in their foreign policies despite U.S. pressure. European leaders cite past U.S. actions and domestic political factors for their reluctance, while Japan emphasizes constitutional constraints on military involvement, though both provide some U.S. operational support. The conflict and the closure of the Strait of Hormuz pose severe economic threats to both regions, impacting energy security and global stability. This growing divergence in interests, coupled with waning U.S. soft power, prompts allies to hedge through diversified relationships, raising questions about the long-term cohesion of U.S. alliances.
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147.
The Hauser Symposium examines the evolution of the U.S.-led international order across three critical phases: the post-WWII commitment to global engagement, the lost promise of post-Cold War optimism for liberal order and unipolarity, and the disruptive effects of Trump-era policy shifts. The symposium argues that U.S. foreign policy has been shaped by foundational decisions made in each era, with the post-Cold War period's hopes for expanded globalization and convergence ultimately giving way to renewed great power competition. The discussion suggests the U.S. faces a structural inflection point requiring reassessment of its global role and strategic choices in a multipolar international system.
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148.
The article argues that the IMF's current analysis of global economic imbalances is outdated, incorrectly attributing too much blame to Europe and too little to China. It contends that China's surplus has significantly increased, largely at Europe's expense, which is evident when adjusting for data distortions like Ireland's tax practices and relying on customs data over potentially misreported balance of payments figures. The author concludes that the IMF must update its analytical framework to accurately reflect the true distribution of global surpluses and the impact of China's trade practices on European economies, urging a shift in its "worldview to trade reality."
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149.
Freedom House's "Freedom in the World 2026" report indicates a severe, 20th consecutive year of global democratic decline, marked by authoritarian regimes increasingly formalizing collaboration to undermine democratic institutions worldwide. The report notes significant deteriorations in political rights and civil liberties, even in countries like the United States, alongside a global erosion of media freedom and due process. This trend is compounded by major democracies turning inward, reducing support for global democracy promotion, and facing domestic challenges to their own democratic systems. Reversing this alarming trajectory, the author suggests, necessitates close cooperation among leading democracies, a prospect currently hindered by prevailing geopolitical dynamics and foreign policy priorities.
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150.
David J. Scheffer's career demonstrates how individual commitment transformed international norms around accountability for atrocity crimes, from accepting impunity in 1993 to making justice a permanent policy fixture. Working under Madeleine Albright at the UN, Scheffer pioneered the creation of five major war crimes tribunals (Yugoslavia, Rwanda, Sierra Leone, Cambodia, and the ICC) that shifted accountability from a marginalized concept to a core international law principle. His on-the-ground experiences witnessing mass atrocities' immediate aftermath—including traumatized victims in Sierra Leone and Rwanda—deeply motivated his persistent efforts despite significant government resistance and UN Security Council reluctance to fund repeated institutions. The article illustrates how post-Cold War cooperation enabled the development of international justice mechanisms that now permanently factor into policy deliberations, though enforcement challenges remain against powerful actors like Russia. Scheffer's legacy underscores both the transformational potential of institutional innovation in international law and the ongoing struggle to translate accountability norms into actual justice.
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151.
China's new Ethnic Unity Law (adopted March 2026) marks a decisive shift from ethnic autonomy toward aggressive assimilation, mandating Mandarin education and suppressing minority languages while using ideology to "forge" a unified Chinese national identity. The law replaces the 1984 autonomy framework and mirrors previous assimilationist attempts in Inner Mongolia (2020) that triggered protests and ethnic purges. The policy risks worsening ethnic tensions and exemplifies Beijing's broader trend of embedding Xi Jinping's ideology into state law, signaling erosion of legal protections for minorities in China's "counter-reform era."
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152.
Jessica Brandt's career evolution—from CFR researcher to Director of ODNI's Foreign Malign Influence Center—illustrates how technology has become a central domain of US geopolitical competition. Her work focused on foreign information warfare and technology-enabled asymmetric competition between democracies and authoritarian regimes, particularly through social media platforms and election interference. Brandt's trajectory demonstrates that technology is now inseparable from traditional foreign policy concerns, requiring practitioners with hybrid expertise spanning government, think tanks, and civil society. She emphasizes that emerging tech policy challenges require adaptability, as issues like AI and digital influence operations present novel problems that outpace traditional policy frameworks. Her advice to younger policymakers highlights the importance of technological literacy and willingness to pivot toward emerging national security threats in 21st-century foreign policy.
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153.
The article argues that the administration's attempt to define 'America First' in Africa lacks coherence—promising to avoid public moralizing while publicly shaming South Africa over fabricated genocide claims and conducting spectacle-driven military strikes. The 'trade not aid' strategy is recycled from previous administrations and ignores why private investment remains scarce: security concerns, weak rule of law, and government legitimacy issues. Without addressing these fundamentals and developing a strategic vision for Africa's role by 2050, the U.S. risks losing influence to competitor powers and failing to advance genuine American interests.
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154.
The Trump administration's 'Donroe Doctrine' seeks to displace Chinese economic influence from the Western Hemisphere through pressure and threats, but this approach alone will fail without providing attractive economic alternatives. China has grown its trade relationships with Latin America from nearly zero to $500 billion annually and now dominates infrastructure, financing, and consumer goods markets. To succeed, the US must leverage expanded financing from the Development Finance Corporation, Export-Import Bank, and multilateral development banks to make US companies competitive, while also promoting transparency, standards-setting, and strategic partnerships. The US should focus on sectors like AI, telecommunications, and infrastructure where private companies can profit while advancing national security interests. Without economic incentives and investment support, the Donroe Doctrine risks failing to counter Chinese influence in the region.
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155.
Despite not wanting war, Gulf states (UAE, Saudi Arabia, Qatar) now require complete Iranian regime defeat to protect their economic transformation and regional stability. Iran's campaign of missile and drone strikes intended to fracture the coalition instead unified Gulf leaders behind continued US military operations. The region's diversification strategy—pivoting from oil to become global tech and logistics hubs—depends on safety and investor confidence incompatible with ongoing Iranian threats. While direct Gulf military involvement risks escalation and political complications, these states are preparing for prolonged instability and substantial defense spending increases if Iran survives. The outcome will determine whether the Gulf achieves its development goals or remains trapped in perpetual security crises.
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156.
The conflict in the Middle East has intensified with targeted attacks on natural gas facilities in Iran and Qatar, causing significant disruption and threatening global energy markets. Israel initiated strikes on Iran's South Pars gas field, leading to Iranian retaliation against a Qatari LNG facility and drone attacks on Kuwaiti and Saudi energy infrastructure, which sent oil prices fluctuating. The escalation has prompted the U.S. to attempt stabilization of oil markets and Gulf nations to issue stern warnings, suggesting prolonged geopolitical and economic implications.
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157.
An event titled 'Reading the Public: American Attitudes Toward U.S. Foreign Policy' will analyze U.S. public opinion on the nation's foreign policy and its role in the world. Panelists will present findings from recent polling and survey data, including the 2026 Edelman Trust Barometer, Gallup’s World Affairs survey, and the 2025 Reagan National Defense Survey. The discussion aims to explore what Americans think about these critical international issues, offering insights into public sentiment that could influence U.S. foreign policy direction.
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158.
The Iran War's disruption of oil and LNG supplies is forcing Asian economies dependent on Middle Eastern energy to fundamentally restructure their energy strategies. Across the region, governments are accelerating nuclear energy development (Japan, China, South Korea), re-embracing coal, and exploring renewable expansion, with South Korea even considering breaching its US nuclear agreement to pursue domestic uranium enrichment. While these shifts address long-term security needs, most Asian states face significant near-term economic pain, as alternative energy sources require time to deploy and the critical Strait of Hormuz remains largely closed. The crisis reveals Asia's structural energy vulnerabilities and underscores the geopolitical risks of energy insecurity, including potential tensions with security allies and proliferation concerns.
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159.
Sebastian Mallaby, a senior fellow at CFR, reflects on his career trajectory from international journalism to think tank work, shaped by his diplomatic family background and postings across the Soviet Union, Africa, and Asia. Drawing from his experience covering major events like the end of apartheid and Nelson Mandela's release, he emphasizes how curiosity about what makes countries prosperous and peaceful drives meaningful foreign policy work. Mallaby advises aspiring foreign policy professionals to consider diverse institutional platforms—including academia, multinational corporations, and think tanks—recognizing that traditional journalism faces technological disruption while institutions like CFR provide sustained support for deep policy analysis and intellectual leadership.
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160.
CFR President Michael Froman argues that the US failure to build robust allied support for securing the Strait of Hormuz reflects a deeper erosion in coalition-building capacity stemming from inadequate consultation and allied perceptions that military action serves primarily US interests. Despite the Strait's critical importance—handling 40% of China's crude oil and significant European energy flows—responses from major allies ranged from outright refusal to lukewarm commitments, while China strategically abstained despite substantial vulnerability to supply disruption. The episode suggests Trump administration policies on tariffs and territorial claims have depleted the diplomatic capital necessary for allies to support US-led military operations, with significant implications for future security commitments requiring broad international participation.
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161.
The UK-Mauritius agreement to return the Chagos Archipelago grants Mauritius sovereignty while allowing the U.S. to maintain the critical Diego Garcia military base for 99 years (potentially renewable indefinitely) at no cost, securing strategic access to the Indian Ocean for operations in the Middle East and East Africa. Trump's opposition to the deal, citing national security concerns, appears rooted in geopolitical leverage disputes with UK leadership rather than genuine military vulnerabilities; experts argue the arrangement actually strengthens U.S. interests by providing legal clarity and perpetual access. Iran's March 2026 ballistic missile attack on Diego Garcia—the base's first direct targeting—demonstrates extended Iranian strike capability and validates the base's critical role in U.S. regional defense, though the agreement preserves full American operational control. The proposed framework represents a strategic win for all parties: Mauritius regains sovereignty, the UK resolves international legal liability, and the U.S. secures cost-free long-term access to a strategically vital facility.
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162.
The Trump administration has failed to deploy a humanitarian strategy for Middle East conflicts despite $11 billion in military spending and $5.4 billion in Congressional humanitarian funding available—a policy choice, not a capacity constraint. With over 1 million displaced in Lebanon and 3.2 million in Iran (potentially the largest refugee crisis of the 21st century), the humanitarian void is creating cascading global crises including food insecurity and disrupted supply chains. The author argues that unaddressed humanitarian crises historically breed extremism, mass migration, and state collapse—requiring far costlier future interventions—while humanitarian investment offers superior long-term security returns. The administration previously demonstrated rapid humanitarian response in Beirut (2020) and Jamaica (2025), proving capability. The article recommends programming available funds, establishing sanctions carve-outs for aid, creating a UN-coordinated operation center, and convening a humanitarian pledging conference.
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163.
The United States and Iran have reportedly engaged in indirect contact regarding potential negotiations, despite public denials from Tehran. This comes amid escalating military tensions, with increased U.S. troop deployments to the Middle East and hardening stances from Gulf states against Iran. The volatile situation underscores a precarious geopolitical landscape, with experts advising a strategy to manage rather than overthrow the Iranian regime.
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164.
The 70th UN Commission on the Status of Women focused on access to justice and eliminating discriminatory laws, with panelists highlighting that women globally possess only two-thirds the legal rights of men. Key barriers include widespread discriminatory legislation (affecting rape definitions, child marriage, and equal pay), fragmented justice systems inaccessible to women, and social biases that discourage reporting. The Commission adopted historic agreed conclusions for the first time requiring a vote after 70 years, establishing stronger commitments to legal aid, digital justice platforms, and survivor-centric approaches to conflict-related sexual violence, though the United States cast an unprecedented opposing vote. Speakers emphasized that implementing these agreements requires sustained political will, adequate funding for justice systems, and international accountability mechanisms to address gender-based violence and impunity.
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165.
Dr. Gorka presents the Trump administration's counterterrorism strategy, positioning Iran as the principal global sponsor of terrorist networks funding both Shia and Sunni extremist groups, and arguing that Operation Epic Fury has substantially degraded Tehran's operational capability while ideological intent persists. The strategy prioritizes information operations (IO) as foundational counterterrorism, emphasizing the need to expose regime hypocrisy and terrorist ineffectiveness to erode support, paired with emphasis on state sovereignty as essential for long-term security. Key initiatives include rebuilding counterterrorism partnerships in Iraq and Syria post-operation, strengthening capacity in the Sahel and Lake Chad regions, and conducting sustained messaging campaigns to undermine terrorist recruitment and ideology.
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166.
African countries have largely maintained diplomatic silence and refused to align with Iran in the ongoing Iran war, disappointing Tehran's decades-long effort to build anti-Western alliances across the continent. Their cautious neutral stance reflects pragmatic calculations: protecting existing partnerships with the United States, Israel, and Gulf states; avoiding disruptions to critical oil and fertilizer supplies via the Strait of Hormuz; and preserving valuable bilateral development agreements. Iran's attempt to position itself as a theocratic alternative to Western values and leverage Shiite religious networks has largely backfired, with even traditional allies like South Africa offering only muted criticism. As Iran emerges weakened from the conflict, its capacity to pursue military, diplomatic, and religious objectives in Africa will diminish, ceding regional influence to Gulf states and the United States.
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167.
The ongoing Iran war is causing severe disruptions in global energy markets, prompting governments and companies worldwide to implement emergency policies. Nations like the Philippines have declared energy emergencies, while Slovenia and Sri Lanka have introduced fuel rationing, and major corporations are facing substantial cost increases and supply chain issues. These widespread economic impacts, including falling stock markets and projected inflation, are driving international diplomatic efforts, such as proposals for summits and peace plans, to stabilize the volatile situation.
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168.
President Trump initially threatened to "obliterate" Iranian energy sites but later announced a five-day pause, ostensibly due to diplomatic conversations that Iran subsequently denied. This occurs amidst escalating hostilities in the Middle East, including Israeli airstrikes in Tehran and significant cross-border attacks between Iran and Israel over the weekend, resulting in numerous casualties. Unofficial reports indicated initial peace talks were exploring conditions such as a halt to Iran's missile program and an end to military offensives. The complex situation highlights persistent diplomatic and military tensions in the region, with broader implications for global energy prices and international stability.
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169.
The U.S.-Israeli war with Iran provides Russia with short-term advantages, such as increased oil revenues due to the Strait of Hormuz closure and the diversion of Western military aid from Ukraine, aiding its ongoing offensive. However, Russian elites are growing apprehensive, noting Russia's diminished global influence, exclusion from Middle East diplomacy, and the long-term strategic and economic drain of the Ukraine conflict. While U.S.-Russia relations have soured and Ukraine peace talks are paused, Putin's sustained belief in potential collaboration with the Trump administration currently prevents a more significant bilateral breakdown.
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170.
The ongoing Iran War is significantly impacting the global economy, with the World Trade Organization forecasting a 0.3 percent reduction in global GDP growth for 2026 if energy prices remain high. Regions like Europe and Gulf states, including Kuwait, Qatar, Saudi Arabia, and the UAE, are projected to face substantial economic contractions due to prolonged conflict and disruptions to energy infrastructure, such as the recent Iranian strike on a Qatari gas facility. Policy responses include the US considering lifting sanctions on Iranian oil and approving significant arms sales to Middle Eastern allies. Diplomatic and strategic shifts are also evident in deals like Belarus's prisoner release tied to fertilizer exports and the UK's foreign aid cuts to boost military spending.
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171.
F. Gregory Gause III argues that Saudi Crown Prince MBS has shifted from an aggressive, interventionist foreign policy to one emphasizing regional stability after Iran's 2019 strike on Saudi oil facilities and the lack of U.S. response. Saudi Arabia now prioritizes economic modernization (Vision 2030), opposes U.S. military action against Iran for fear of retaliatory strikes on Gulf infrastructure, and has raised the cost of Israeli normalization by demanding a pathway to Palestinian statehood. The analysis highlights a growing Saudi-Emirati divergence over whether to back central governments or non-state actors, while Riyadh continues to view Washington—not Beijing—as its primary security and technology partner, particularly in AI and defense.
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172.
UAE diplomatic adviser Anwar Gargash details the impact of Iran's missile and drone campaign against Gulf states, revealing that the UAE has been struck by over 2,000 projectiles targeting civilian infrastructure rather than the U.S. military facilities Iran claims. Gargash argues Iran's strategy is counterproductive, as it has shattered trust with traditional Gulf mediators like Oman and Qatar, exposed the reality of Iran's threat capabilities, and will paradoxically strengthen Israel's role and the U.S. defense relationship in the Gulf for decades. He calls for any postwar settlement to include enforceable guarantees against both Iran's nuclear program and its missile and drone arsenal, while signaling UAE willingness to join an international coalition to secure the Strait of Hormuz.
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173.
The conflict in Sudan has reached a critical juncture with evidence indicating a 'genocidal path' in El Fasher, where the Rapid Support Forces (RSF) have allegedly conducted systematic mass killings and sexual violence against non-Arab ethnic groups. Reports from a UN Fact-Finding Mission document extreme atrocities, including the use of starvation as a weapon of war and the execution of thousands of civilians following a prolonged siege. To address these crimes, the international community must expand the International Criminal Court's jurisdiction throughout Sudan and implement strict measures to terminate external arms flows that sustain the warring parties.
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174.
The U.S.-Israeli military campaign in Iran is cascading into a global humanitarian crisis by disrupting the Dubai-based International Humanitarian City logistics hub, spiking oil prices toward $150/barrel, and straining fertilizer supply chains routed through the Strait of Hormuz. These compounding shocks—alongside dollar appreciation making imported food staples unaffordable—are driving up operational costs for aid organizations already underfunded after U.S. cuts to UNHCR, while displacement in the region could exceed tens of millions if even a fraction of Iran's 90 million population flees. The author urges the Trump administration to immediately release $5.5 billion in congressionally appropriated humanitarian funds and follow with supplemental funding, warning that without rapid action the convergence of logistics gridlock, energy shocks, and mass displacement will push vulnerable populations from emergency into famine.
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175.
Six CFR fellows assess the geoeconomic fallout from the U.S.-Israeli war in Iran, arguing that disruption to the Strait of Hormuz has triggered the largest oil supply shock in history, with Brent crude surging above $100/barrel and roughly 10 million barrels per day taken off the market. The cascading effects extend well beyond energy: global fertilizer exports, food security for import-dependent Gulf states, and commercial data center infrastructure (including Amazon facilities in the UAE) have all been hit, while central banks face stagflationary pressures that complicate monetary policy. The analysis concludes that Washington has no easy options—strategic reserve releases and eased Russia sanctions have proven insufficient—leaving policymakers to choose between difficult concessions to Tehran or further military escalation, while also reconsidering the wisdom of concentrating critical AI infrastructure in volatile regions.
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176.
The landslide victory of the Rastriya Swatantra Party (RSP) in Nepal marks a significant breakthrough for Gen Z-led political movements in Asia, diverging from recent electoral failures of youth-led protests in neighboring countries. Led by 35-year-old Balendra Shah, the party successfully leveraged Nepal’s young demographic—where 56% of the population is under 30—to secure a rare parliamentary majority on a platform of technocratic reform and anti-corruption. This electoral mandate offers a historic opportunity for political stability in a nation that has cycled through 27 prime ministers since 1990, potentially enabling the structural reforms required to address systemic economic stagnation and talent flight.
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177.
A CFR expert panel analyzes the geoeconomic fallout from the Iran war, which has produced what the IEA calls the largest oil supply disruption in history, with flows through the Strait of Hormuz reduced to a trickle and crude prices surging past $100/barrel. Panelists argue the Trump administration underestimated Iran's willingness to escalate by closing the strait after its leadership was targeted, and that neither strategic petroleum reserve releases nor eased Russia sanctions have meaningfully stabilized markets, with potential GDP contractions of up to 14% in Qatar/Kuwait and recessionary risks for the U.S. if the crisis persists. The disruption is reshaping Gulf security dynamics—driving GCC states toward defense diversification away from sole U.S. reliance—while delivering a financial windfall to Russia, validating China's energy stockpiling strategy, and threatening Saudi Vision 2030 and UAE hub ambitions, with no assured resolution short of Iran agreeing to a ceasefire.
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178.
This CFR podcast examines how the war in Ukraine is sustained by competing alliance networks: NATO and European allies backing Ukraine, while Russia draws critical support from China (economic and technological), Iran (drones), and North Korea (troops and munitions). The analysis highlights that neither coalition is a traditional bloc alliance—China carefully avoids direct weapons transfers to protect its economy and reputation, while the U.S. under Trump has shifted from alliance leader to self-styled neutral mediator with a pro-Russia lean, forcing Europeans to dramatically increase their own defense commitments. The episode argues that the global order is moving toward more transactional, fragile partnerships rather than values-based alliances, creating a less stable and more unpredictable security environment than even the Cold War's rigid bipolarity.
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179.
Following the Supreme Court's rejection of IEEPA-based reciprocal tariffs, the U.S. is pivoting to Section 122 and 301 authorities to maintain a high-tariff regime that is increasingly used for non-trade geopolitical leverage. Experts suggest that while the administration has secured several asymmetric bilateral deals, this unilateralist approach risks fragmenting global trade and isolating the U.S. from the allies needed to counter China's systemic industrial overcapacity. The panel highlights that China's growing trade surplus and manufacturing dominance remain unresolved by current protectionist measures or the existing WTO framework. Consequently, U.S. strategy may be drifting toward a 'Fortress America' posture that increases domestic costs while ceding influence over future global trade rules and market opportunities.
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180.
This CFR panel examines the U.S.-Israel military campaign against Iran launched in late February 2026, exploring how decades of Iranian nuclear ambition, proxy warfare, and the regime's brutal suppression of domestic protests converged to trigger the strikes. Panelists note that Iran's selection of Mojtaba Khamenei as supreme leader signals hardline continuity rather than reform, while the opposition remains fragmented and outgunned by the IRGC. The war has exposed Iran's lack of reliable great-power allies, as neither Russia nor China intervened meaningfully, and has severely degraded Iranian military and proxy capabilities including Hezbollah. However, experts warn that the Trump administration lacked adequate planning for day-after scenarios, civilian evacuations, and energy market disruption, and that a weakened but surviving regime could become more repressive domestically while periodically requiring future military action to prevent rearmament.
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181.
Fifteen years after the Fukushima disaster, Japan is reintegrating nuclear power into its energy mix to bolster energy security and meet decarbonization targets. The shift, codified in the 2025 Strategic Energy Plan, aims to reduce the country’s precarious over-reliance on imported natural gas, which exposed Japan to significant geopolitical risks following conflicts in Ukraine and the Middle East. While supported by extensive safety reforms and the strategic need to compete with China’s nuclear expansion, the policy must still navigate persistent public skepticism. Success will require a flexible approach that balances nuclear restarts with diversified energy sourcing to ensure long-term stability.
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182.
This CFR roundtable examines the global energy crisis triggered by Iran's effective closure of the Strait of Hormuz, which threatens to remove roughly 20 million barrels per day—about 20% of global petroleum consumption—dwarfing the 1973 Arab Oil Embargo's 7% disruption. Despite the largest-ever coordinated IEA reserve release of 400 million barrels, aging SPR infrastructure limits actual throughput to a fraction of the shortfall, and alternative pipelines from Saudi Arabia and the UAE can only partially compensate. The discussion highlights that oil prices remain lower than expected only because markets anticipate a quick resolution, while Russia and Iran are paradoxically profiting from the crisis, and China's long-term electrification strategy is being validated as a model of energy security planning.
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183.
This CFR podcast examines President Nixon's historic 1972 visit to China, arguing it was a strategically consequential move that exploited the Sino-Soviet split to give the United States leverage over Moscow, reduced Chinese support for North Vietnam, and began a fundamental shift in American attitudes toward China from ideological adversary to potential partner. Historian Jeremi Suri highlights that the opening was possible because both sides had converging interests—Nixon sought to outmaneuver the Soviet Union while Mao faced border tensions with Moscow and domestic instability from the Cultural Revolution—and was executed through extraordinary White House secrecy bypassing the State Department. The episode draws lessons for today: the U.S. benefits from engaging adversaries diplomatically rather than relying on non-recognition, but the costs of excluding career diplomats and allied governments from the process—as seen in Japan's shock at the announcement—underscore that dramatic personal diplomacy without institutional follow-through can delay substantive outcomes and damage alliances.
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184.
President Trump is calling for an international coalition, including NATO allies and Asian partners, to militarily secure the Strait of Hormuz as the conflict with Iran enters its third week. The push follows unsuccessful U.S. strikes on Iran's Kharg Island and subsequent Iranian retaliatory attacks on Saudi and UAE energy infrastructure, which have collectively sparked a global energy crisis. By linking ally participation to the future of NATO, the administration is signaling a high-stakes strategy to internationalize the military burden while allies remain cautious about further escalation.
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185.
The Trump administration's new cyber strategy is dangerously inadequate, offering only four pages of substance while failing to even mention China, Iran, Russia, or North Korea as threats despite escalating cyber operations from these adversaries. The strategy privileges offensive capabilities over defense and deregulation over minimum security standards, yet U.S. Cyber Command lacks sufficient forces and experienced leadership, key diplomatic and civilian cyber offices have been gutted, and no framework exists for the private-sector offensive operations it envisions. The resulting gap between the administration's rhetoric of cyber dominance and its actual institutional capacity leaves U.S. critical infrastructure increasingly exposed to nation-state intrusions and ransomware at a moment when military operations abroad are generating new asymmetric retaliation risks.
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186.
The article highlights two central lessons from the history of U.S. foreign policy: the frequent occurrence of unforeseen global shifts and the persistent overestimation of military power's ability to achieve political goals. Drawing on examples from the Cold War to recent interventions in the Middle East, it illustrates how strategic expectations are often dashed by the resilience of local actors and the unpredictability of international alliances. The findings suggest that U.S. strategy should shift toward humility and pragmatism, acknowledging the limits of power and the inherent uncertainty of global events to better adapt to a changing world.
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187.
Israel's targeted killing of top Iranian security and military officials Ali Larijani and Gholam Reza Soleimani marks a significant escalation in the ongoing conflict, potentially destabilizing Iran's command structure. This military action occurs as the United States faces increasing isolation from NATO allies, who have rejected calls to join a naval coalition in the Strait of Hormuz to avoid direct involvement in the war. Consequently, while Israel and the U.S. have successfully degraded certain Iranian capabilities, the strategy’s success hinges on whether these leadership losses will trigger a popular uprising or simply lead to a bureaucratic reorganization within a resilient Iranian cadre.
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188.
Stuart Reid, a senior fellow at CFR and former executive editor of Foreign Affairs, highlights the essential role of clear, 'translated' prose in making complex global issues accessible to a broad audience. His career emphasizes the value of specialized regional knowledge, demonstrated by his extensive work on African politics and the 1960 Congo crisis featured in his book, The Lumumba Plot. The interview underscores that combining editorial rigor with primary archival research is vital for documenting historical foreign policy entanglements and informing modern diplomatic understanding.
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189.
National Counterterrorism Center Director Joe Kent resigned in protest against the war in Iran, asserting that the conflict lacks an imminent threat justification and fails to serve American interests. This internal rupture coincides with escalating Israeli military operations against Iranian leadership and growing friction between the U.S. and NATO allies over maritime security in the Strait of Hormuz. The ongoing conflict is triggering global repercussions, including an energy crisis that has forced nations like Sri Lanka to implement austerity measures. These developments suggest a deepening isolation of U.S. foreign policy and a heightening risk of a broader, uncoordinated regional war with significant economic fallout.
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190.
The article argues that the convergence of low-cost drone technology and precision guidance has ushered in an era of 'precise mass' warfare, first demonstrated in Ukraine and now fully manifest in the U.S.-Iran conflict surrounding Operation Epic Fury. The authors highlight a critical cost-exchange imbalance: defending against $20,000-$50,000 Shahed-136 drones requires interceptors costing $125,000 to $4 million each, rapidly depleting limited air defense stockpiles across the Gulf states and potentially drawing down Indo-Pacific reserves needed to deter China. The implications are stark—the U.S. must dramatically increase investment in attritable, scalable systems like LUCAS beyond the current 0.5% of defense spending, as precise mass capabilities are becoming a permanent feature of modern warfare that empowers both great powers and lesser states alike.
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191.
A U.S. military investigation reveals that outdated targeting data led to a Tomahawk missile strike on an Iranian elementary school, resulting in at least 175 civilian deaths at the onset of the war. This tragedy highlights the impact of a 90 percent reduction in specialized Pentagon teams dedicated to minimizing civilian casualties during military operations. The mounting human toll and associated global energy disruptions are shifting the conflict toward a prolonged struggle of political endurance, while complicating U.S. diplomatic relations with key allies like Spain.
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192.
Iran’s new leadership has committed to continuing the conflict, emphasizing ongoing pressure on the Strait of Hormuz and further retaliation against U.S.-Israeli strikes. This defiant stance is met with a similar pledge from Washington to advance military operations, indicating that both sides are preparing for an escalation rather than a diplomatic resolution. The ongoing hostilities have already caused significant global energy shocks, forcing the U.S. to adjust sanctions on other oil producers like Russia to stabilize markets. For regional strategy, these developments suggest a protracted war with high risks of expanded conflict and long-term economic disruption.
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193.
This discussion examines the 1941 Lend-Lease Act as a transformative moment in U.S. foreign policy that navigated the tension between intense domestic isolationism and the strategic necessity of supporting Allied democracies. Historian Lynne Olson details how President Roosevelt overcame political opposition by framing the provision of military supplies to Britain as a defensive measure to keep the United States out of direct combat. The Act's passage effectively ended American neutrality and accelerated the industrial mobilization critical for the eventual Allied victory in World War II. These events illustrate how strategic aid can serve as a vital tool for national security and global stability during periods of international crisis.
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194.
The Council on Foreign Relations details the emerging postwar governance structure for Gaza, centered on the U.S.-led Board of Peace and a 15-member Palestinian Technocratic Committee (NCAG) designed to replace Hamas in daily administration. Twelve confirmed Palestinian technocrats, many with professional backgrounds in the Palestinian Authority or Gaza’s private sector, will manage essential services and infrastructure under international supervision as part of a broader twenty-point peace plan. While the initiative has secured initial funding and troop commitments from several nations, its long-term success faces significant hurdles due to the lack of formal buy-in from local stakeholders and international concerns regarding the Board’s institutional scope.
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195.
The conflict between the United States, Israel, and Iran has escalated into a significant maritime confrontation in the Strait of Hormuz, threatening global oil supplies and necessitating a potential release of strategic energy reserves. Evidence of this expansion includes the U.S. destruction of Iranian mine-laying vessels and reports of attacks on commercial shipping, alongside a staggering initial war cost of $5.6 billion for Washington within the first two days. Consequently, the war is forcing a strategic pivot of U.S. missile defense assets from East Asia to the Middle East, while highlighting vulnerabilities in global interceptor supplies for other theaters like Ukraine.
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196.
This podcast episode analyzes the strategic shift in U.S. policy following President Trump's decision to launch a large-scale military campaign against Iran that resulted in the death of the Supreme Leader. Dalia Dassa Kaye argues that while the administration sends mixed messages, the targeting of top leadership signals an uncoordinated attempt at regime change rather than a limited strike on nuclear facilities. She warns that the lack of a viable political alternative or a clear 'day after' plan risks plunging the region into a 'Libya-style' chaotic vacuum characterized by bloody internal conflict and massive refugee flows. Furthermore, the conflict strains relations with Gulf partners who fear the fallout and provides geopolitical openings for China and Russia to exploit American military overextension.
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197.
Prime Minister Takaichi’s visit to Washington serves as a critical test of the U.S.-Japan alliance as the Iran War forces a shift from strategic alignment to transactional demands for Middle East military support. While President Trump pressures Japan for naval escorts in the Strait of Hormuz, Takaichi is constrained by constitutional limits and is instead leveraging economic concessions, including $550 billion in U.S. investment commitments, to maintain the partnership. The outcome will determine if Japan can preserve its vital U.S. security guarantee against China while navigating the legal and political risks of entanglement in a regional conflict.
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198.
Pakistan and the Afghan Taliban have entered a state of 'open war' following lethal cross-border airstrikes triggered by Islamabad’s claims that Kabul is harboring Tehrik-e-Taliban Pakistan (TTP) militants. The escalation has resulted in significant civilian casualties and the failure of mediation efforts by regional actors like Qatar and Saudi Arabia, marking the most severe breakdown in relations since 2021. The conflict threatens to destabilize China’s regional infrastructure projects and could provide operational space for extremist groups like ISIS and al-Qaeda. Consequently, the breakdown in bilateral ties may force regional powers, including India and Russia, to recalibrate their diplomatic strategies toward the Taliban regime.
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199.
The Trump administration is executing a "maximum pressure" campaign against Cuba by choking off oil imports through naval interdictions and tariff threats against suppliers like Mexico, following the fall of the Maduro regime in Venezuela. This strategy has crippled Cuba’s power grid and essential services, pushing the island toward a potential "crash landing" as domestic legitimacy reaches an all-time low. While reports of back-channel talks between Secretary of State Marco Rubio and the Castro family suggest a possible opening for a managed transition, the lack of a clear regime successor and strict U.S. legislative hurdles complicate a diplomatic exit. The situation represents a high-stakes gamble that risks a humanitarian catastrophe to force the end of communist rule.
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200.
Charles Kupchan argues that the Trump administration should pursue a strategy of neutralizing Iran's regime rather than attempting to topple it, advocating for an 'Islamic Republic 2.0' with moderate leadership and strict constraints on its nuclear, missile, and proxy capabilities. He draws on the disastrous outcomes of U.S.-led regime change in Afghanistan, Iraq, Libya, and Syria to warn that dismantling the Islamic Republic would likely produce state fracture, civil war, and regional instability rather than democracy. The article notes that Iran's deeply embedded security apparatus—over one million troops plus paramilitary forces—makes regime collapse unlikely through airpower alone, while arming ethnic minorities risks igniting a multi-country civil war. Kupchan recommends focusing military strikes on degrading Iran's military capability while maintaining diplomatic channels to pragmatic Iranian elites, arguing that a defanged regime, even if imperfect, is far preferable to the chaos of state collapse.
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201.
U.S. and Israeli strikes on Iran have led to Tehran's closure of the Strait of Hormuz, cutting Gulf oil production by 10 million barrels per day and reducing strait transit to less than 10 percent of pre-war levels, causing acute energy shortages across Asia. Asian governments are resorting to fuel rationing, shortened workweeks, and costly subsidies to manage the crisis, but most countries could exhaust oil reserves within a month, while factories shutter and tourism plummets. The unsustainable fiscal burden of subsidies—already pushing Indonesia past its legal deficit cap—combined with historical precedents of fuel-price-driven unrest across South and Southeast Asia, raises the risk of severe economic contraction and political instability if the conflict persists through the summer.
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202.
Max Boot argues that Operation Epic Fury suffers from a critical "strategy gap," where tactical military successes—such as precision strikes on Iranian leadership—fail to achieve clear political objectives or a viable exit strategy. While the U.S. has degraded Iranian infrastructure, Tehran has successfully retaliated by closing the Strait of Hormuz and depleting American munitions stocks at an unsustainable rate. This rapid consumption of high-tech interceptors like Patriot missiles creates significant strategic vulnerabilities in other theaters, particularly regarding China and North Korea. Ultimately, the conflict underscores the limits of U.S. military power in translating tactical dominance into long-term political or economic stability.
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203.Term Member and Young Professionals Screening and Discussion of "Jean Monnet, Europe’s Adventurer" (CFR)
This discussion of Jean Monnet’s legacy argues that his 'functionalist' method of building shared sovereignty through technical cooperation remains essential for revitalizing European integration and transatlantic stability. Panelists identified modern catalysts for unity, such as digital sovereignty and AI, while advocating for a 'pragmatic federalism' where smaller coalitions move forward on defense and diplomacy to bypass current EU institutional gridlock. The findings emphasize that the European project must return to Monnet's principle of transforming specific points of friction into common goods to address contemporary geopolitical threats and internal fragmentation.
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204.
The article argues that the Iran conflict's disruption of Strait of Hormuz shipping poses a severe threat not only to energy markets but to global food security and water supply. Gulf states are nearly entirely import-dependent for staple grains, and the region accounts for roughly one-quarter of global fertilizer production transiting the strait—meaning price spikes and supply shortages will cascade worldwide, particularly in vulnerable nations already facing hunger crises. Iranian strikes on desalination infrastructure further endanger water access for over 100 million people in the Gulf. Drawing parallels to the Ukraine war's lasting fertilizer market disruption, which pushed 27 million more people into poverty, the author warns that the systematic weaponization of food, water, and fertilizer could convert a regional military conflict into a global humanitarian catastrophe, especially as rising defense spending crowds out development aid.
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205.
The Pentagon's designation of Anthropic as a national security supply chain risk—after the company refused to drop AI safety guardrails in its military contract—represents an unprecedented and legally dubious use of authorities designed to counter foreign adversaries like Huawei and Kaspersky. The article argues this retaliation undermines U.S. credibility, noting that OpenAI's own enforcement mechanism (the right to walk away) is effectively the same leverage Anthropic tried to exercise, and that no Chinese AI firm has received such a designation even as five major Chinese models launched in a single month. The author calls on Congress to legislate clear boundaries for military AI use rather than leaving terms to ad hoc contract negotiations, and urges the defense industry to break its silence, warning that acquiescence to executive overreach sets a precedent that will eventually be turned against every contractor in the ecosystem.
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206.
Global military AI adoption is rapidly outstripping international efforts to establish governance, as evidenced by a significant decline in endorsements at the recent REAIM summit. With the United States and China increasingly detached from multilateral dialogues, middle powers now face the critical choice of leading the development of 'rules of the road' or allowing the technology to evolve without international guardrails. The divergence between diplomatic negotiations and the real-world deployment of AI in ongoing conflicts risks making future policy efforts irrelevant to technical and battlefield realities.
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207.
This CFR report outlines the catastrophic collapse of U.S.-Iran relations, culminating in a massive joint U.S.-Israeli military campaign in February 2026. Following failed nuclear talks and the failure of 'maximum pressure' sanctions, the conflict escalated to direct strikes that killed Supreme Leader Ali Khamenei and targeted Iran's nuclear and naval assets. These events have triggered immediate regional retaliation, including Iranian strikes on U.S. Gulf bases and the closure of the Strait of Hormuz, presenting a severe threat to global energy stability and risking a broader regional war.
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208.
European leaders have responded in a fragmented manner to the uncoordinated U.S.-Israeli military strikes on Iran, revealing deep internal divisions regarding the use of force and international law. While countries like Poland and Germany offer political or conditional support, France and Southern European nations have voiced legal criticisms, highlighting a lack of unified strategic weight. The conflict underscores Europe's continued dependence on the United States even as it pursues greater autonomy through increased defense spending and independent financial support for Ukraine. Ultimately, the war in the Middle East threatens to distract Washington from the European theater and disrupt energy markets, further straining the transatlantic relationship.
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209.
This analysis posits that while AI is a transformative "A+" technology, firms like OpenAI face an "F-" business model with a high risk of a financing cliff due to astronomical capital requirements and projected losses of $660 billion by 2030. Market fragility is evidenced by the "SaaS-pocalypse" and the potential for a "jobless expansion" as firms freeze hiring while awaiting productivity gains that have yet to appear in macroeconomic data. Consequently, the authors suggest resolving the "AI trilemma" by implementing a safety tax to fund independent research and empowering a national safety institute with veto authority over high-risk models to prevent societal and geopolitical disruption.
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210.
The "AI sovereignty paradox" is defined by the tension between the U.S. government’s demand for unfettered military access to AI and the ethical safeguards maintained by private developers. This conflict, highlighted by the Pentagon’s recent standoff with Anthropic, illustrates the lack of a clear domestic regulatory framework for dual-use technologies. Internationally, middle powers are seeking digital sovereignty through localized regulations and infrastructure to reduce dependency on the dominant U.S.-Chinese "AI stack." Consequently, policymakers face the dual challenge of reconciling national security requirements with private sector safety standards while navigating a fragmented global regulatory landscape.
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211.
The article argues that the United States' primary competitive advantage in AI lies in developing 'trust infrastructure'—credible assurance frameworks like independent validation and incident reporting—which enables confident large-scale deployment. By drawing on historical precedents in aviation and finance, the author posits that these mechanisms turn technical risks into manageable market assets, allowing the US to set global standards that allies can trust. Strategic implications suggest that the US must establish an integrated framework involving independent benchmarking and federal incident repositories within the next three years to prevent global market fragmentation. Establishing this infrastructure will ensure that American AI remains the global benchmark for high-stakes applications in health, finance, and national security.
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212.
The joint U.S.-Israeli strikes against Iran and the subsequent death of Supreme Leader Khamenei have turned the Strait of Hormuz into a volatile maritime flashpoint, severely threatening global energy markets. In response to Iranian retaliation and threats of a blockade, vessel traffic through the waterway has dropped by 70%, causing Brent crude and natural gas prices to surge. While U.S. military operations have significantly degraded Iran's formal naval capacity, the continued use of asymmetric tactics like drone strikes and mine-laying forces expensive shipping diversions. This escalation highlights the fragility of regional maritime security and the immediate risk of a broader conflict disrupting essential global trade routes.
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213.
The ongoing conflict with Iran significantly raises the risk of asymmetric retaliation against the U.S. homeland, encompassing lone-wolf terrorism, cyberattacks, and strikes on critical infrastructure. Historically, Tehran has utilized sleeper agents and criminal proxies for state-sponsored terrorism, suggesting that revenge for recent strikes may be deferred until high-profile events like the World Cup. However, U.S. defensive capabilities are currently strained by the Department of Homeland Security's shift toward immigration enforcement and significant workforce cuts in specialized counterintelligence units. Consequently, experts urge an immediate re-prioritization of counterterrorism resources to address these evolving unconventional security threats.
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214.
The military conflict between the United States, Israel, and Iran has severely disrupted energy flows through the Strait of Hormuz, threatening twenty percent of global oil and gas supplies and disproportionately impacting Asian economies. While nations like Japan are buffered by significant strategic reserves, others like India face immediate risks due to limited storage and recent shifts in import patterns. Ultimately, these supply shocks are expected to drive a temporary resurgence in coal usage for affordability while simultaneously accelerating long-term strategic investments in nuclear and renewable energy to ensure national security and reduce reliance on volatile Middle Eastern transit routes.
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215.
Ambassador Robert Blackwill proposes a "resolute global leadership" grand strategy that fuses superior military primacy with a muscular revitalization of the rules-based international order. He argues that recent liberal internationalism proved too passive against adversaries like China and Russia, while the transactional "Trumpism" approach dangerously abandons the alliances and moral frameworks essential to U.S. security. To restore influence, the report advocates for a significant increase in the defense budget, winning the AI technology race, and pivoting military resources to Asia to deter Chinese hegemony.
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216.
European leaders at the 2026 CFR symposium characterized the war in Ukraine as a generational conflict that has fundamentally transformed Russia into a direct, long-term threat to the continent. To maintain support amidst uncertain U.S. funding, European nations are aggressively increasing defense spending and industrial capacity while fostering Ukraine’s own domestic military-industrial base. Strategic priorities have shifted toward 'strategic autonomy' within NATO, emphasizing robust security guarantees and the deep integration of Ukraine into Western institutions to ensure a durable peace. The panel concluded that European security now depends on transitioning from security consumption to active partnership through sustained military and economic commitment.
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217.Beyond Conventional Aid: Institutionalizing Public-Private Partnership in Ukraine’s Humanitarian Response (CFR)
The report argues that Ukraine's humanitarian response faces a critical gap due to massive international funding cuts and the inherent bureaucratic slowness of the United Nations system. It highlights that while the UN excels at resource mobilization, it lacks the flexibility of local NGOs or the now-defunct USAID Office of Transition Initiatives (OTI) to respond quickly to shifting frontline needs. To bridge this gap, the author proposes a new public-private partnership mechanism that institutionalizes OTI’s agile grant model while integrating specialized private-sector capabilities. This strategic pivot is deemed essential for maintaining aid effectiveness as the conflict evolves and eventually transitions toward long-term reconstruction.
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218.
As the Russia-Ukraine war enters its fifth year, a panel of CFR experts argues that Europe must transition from emergency response to a long-term, self-reliant security and recovery architecture. The recommendations emphasize integrating Ukraine’s innovative defense industrial base into European supply chains and preparing for overt Russian provocations that may require European action independent of U.S. support. Strategically, this necessitates balancing robust military deterrence with diplomatic dialogue and modernizing humanitarian aid through agile public-private partnerships to ensure regional stability during and after the conflict.
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219.
The report argues that the United States must urgently prepare for an imminent leadership transition in Iran—ranging from managed clerical continuity to an IRGC-led military takeover or total regime collapse—following recent internal uprisings and regional conflict. It highlights that while a democratic shift is unlikely in the near term, the transition will likely trigger opportunistic escalation by proxy groups and increased internal repression. Consequently, U.S. strategy should focus on maintaining a strong regional deterrent, supporting Iranian civil society's connectivity, and readying diplomatic frameworks for nuclear transparency and hostage release.
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220.
Ukraine’s trajectory from 1991 to 2026 demonstrates a persistent struggle for independence defined by Russian military aggression and a shifting international security architecture. Milestones such as the 1994 Budapest Memorandum and the 2022 invasion highlight the failure of early security guarantees, leading to a war of attrition with combined casualties reaching an estimated 1.8 million by early 2026. Recent developments indicate a pivot toward bilateral U.S.-Russia peace summits that often exclude Ukrainian representation, creating a strategic tension between continued Western military support and great-power diplomacy. Ultimately, the ongoing targeting of energy infrastructure and deadlocked negotiations suggest that Ukraine's sovereignty remains precarious despite sustained G7 and NATO commitments.
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221.
The symposium concludes that while current AI-driven investment mirrors the speculative mania of 1929, the primary systemic risk stems from a combination of high sovereign debt and potential policy errors rather than market volatility alone. Panelists noted parallels such as the democratization of finance through leverage and a growing gap between massive AI capital expenditures and realized revenues. To avoid a repeat of the Great Depression's domino effect, experts advocate for proactive financial regulation and caution that current high debt levels may limit the effectiveness of traditional crisis intervention strategies.
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222.
CFR analysts argue that Western policymakers must immediately begin planning for a post-settlement Europe, as a ceasefire in Ukraine will not eliminate Russia's long-term security threat but rather shift it toward hybrid warfare and military testing of NATO cohesion. Potential risks include deepening transatlantic friction over sanctions relief and commercial normalization with Moscow, alongside intra-European disputes regarding defense burden-sharing. To mitigate these threats, the report recommends a G7-coordinated Russia strategy, a revitalized 'Harmel-style' NATO blueprint for dual-track deterrence, and the implementation of new Europe-wide risk reduction measures to stabilize the expanded NATO-Russia border.
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223.
This CFR event centered on the documentary 'Atomic Echoes,' which examines the multi-generational human and health consequences of the 1945 atomic bombings for both Japanese survivors and American 'atomic veterans.' The discussion highlighted how historical classification and the focus on strategic deterrence often obscure the long-term trauma and radiation-related illnesses suffered by individuals on both sides of the conflict. Policy implications include the urgent need to address the erosion of international nuclear guardrails following the expiration of treaties like New START and the rising risk of inadvertent escalation. Panelists emphasized that human-centered narratives are essential for engaging the public in contemporary debates over nuclear modernization and the sole authority of the executive branch in weapon deployment.
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224.
The 2026 Munich Security Conference exposed significant geopolitical rifts between the United States and its traditional allies over strategic autonomy and the future of international institutions. While European leaders advocated for a more independent Europe and a values-based NATO, U.S. officials emphasized that any restoration of the international system would occur strictly on American terms. This divergence highlights growing friction regarding free trade, climate change, and support for Ukraine, prompting middle powers like Canada to consider new security and economic partnerships. Ultimately, the conference suggests that the vision of a truly independent Europe remains unfulfilled amidst strained transatlantic relations.
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225.
This retrospective analyzes the legacy of John Foster Dulles, a central figure in 1950s U.S. foreign policy known for his doctrines of 'massive retaliation,' 'brinkmanship,' and 'rollback.' While Dulles provided the bold moral and rhetorical framework for American exceptionalism during the Cold War, historical evidence suggests President Eisenhower maintained ultimate control over policy decisions, often opting for caution over Dulles's aggressive stances. The article also highlights the damaging long-term effects of Dulles’s purge of State Department experts on U.S. diplomatic intelligence and regional expertise.
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226.
A 6-3 U.S. Supreme Court ruling striking down tariffs imposed under the International Emergency Economic Powers Act (IEEPA) has created significant trade policy volatility, forcing the White House to pivot to Section 122 authorities to maintain levies. Key trading partners including India, Malaysia, and Indonesia are responding by delaying the ratification or implementation of trade deals originally negotiated under the shadow of the now-illegal tariffs. While the decision offers a temporary legal check on executive trade power, the administration's immediate recourse to alternative authorities indicates a sustained period of trade friction and damaged diplomatic leverage in future economic negotiations.
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227.
The global dominance of U.S. cloud "hyperscalers" is increasingly viewed by international partners as an untenable strategic vulnerability rather than a commercial convenience. Following the weaponization of digital infrastructure against Russia and the Trump administration's perceived erratic foreign policy, nations like India and the Netherlands are accelerating efforts to build sovereign cloud platforms to reduce American dependence. This erosion of trust threatens long-term U.S. digital influence and may cede market share to Chinese competitors as allies prioritize technological autonomy over the cost-efficiency of American platforms.
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228.
As the Russia-Ukraine war enters its fifth year, the conflict has evolved into a protracted struggle characterized by stalled U.S.-led peace efforts and a strategic shift toward European leadership in military support. High-intensity fighting has resulted in over 465,000 total casualties and a projected $588 billion reconstruction cost, highlighting the severe long-term impact on regional energy infrastructure and economic stability. This transition toward a European-led 'Coalition of the Willing' reflects a pivot in great-power dynamics, suggesting that future conflicts will require sustained societal mobilization and resilient regional alliances.
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229.
The U.S. Supreme Court struck down President Trump’s sweeping tariffs imposed under the International Economic Emergency Powers Act (IEEPA), ruling that the statute does not grant the executive branch the authority to levy duties. The Court reasoned that the Constitution reserves taxing powers for Congress and that IEEPA’s power to 'regulate' imports is distinct from the power to tax. Consequently, the administration has pivoted to Section 122 for temporary 150-day tariffs while launching 'expedited' Section 301 investigations to secure a longer-term legal foundation for its trade agenda. This shift highlights a significant constitutional reinforcement of congressional authority, even as the executive maintains protectionist policies through alternative statutory frameworks.
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230.
President Trump’s State of the Union address prioritized domestic economic issues and immigration while framing his 'peace through strength' doctrine as a success in stabilizing global conflicts. He defended the continuation of tariffs despite judicial setbacks and highlighted the recognition of a new interim government in Venezuela as a major shift in Western Hemisphere policy. These developments suggest an administration focused on transactional diplomacy and protectionist economic measures, emphasizing increased burden-sharing from both international allies and domestic technology firms.
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231.Securing Ukraine’s Future in Europe: Ukraine's Defense Industrial Base—An Anchor for Economic Renewal and European Security (CFR)
Ukraine’s defense industrial base (DIB) has transformed from a wartime survival mechanism into a high-tech pillar of European security and a central driver for the country's postwar economic renewal. Driven by a 100-fold increase in defense-tech investment and the production of millions of drones, the sector is pivoting toward industrial-scale exports and coproduction models with European allies. The establishment of Ukrainian defense export centers across Europe signals a shift from aid dependency to strategic partnership, aiming to synchronize regulatory standards and attract private venture capital. Successfully integrating this mil-tech ecosystem will require Western policy support for joint certification and risk-sharing to overcome domestic governance hurdles and maximize Europe's collective deterrence.
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232.
Total U.S. aid to Ukraine reached $188 billion by late 2025, though no new aid legislation has been passed since April 2024, leading European contributions to collectively surpass U.S. support. While the Trump administration continues to deliver previously appropriated funds and facilitates third-party weapon transfers via the PURL program, it has shifted the U.S. stance toward acting as an impartial peace broker. This development underscores a significant pivot in transatlantic burden-sharing and suggests a potential winding down of direct American military assistance.
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233.
This brief warns that Europe must prepare to independently counter potential low-level Russian conventional attacks, such as drone strikes, as Moscow may exploit declining transatlantic trust to undermine NATO's collective defense. The authors argue that Russia's shift from hybrid 'gray zone' tactics to overt provocations could expose a perceived lack of U.S. reliability, particularly as Washington prioritizes securing a Ukraine peace deal. To mitigate this risk, European governments are urged to establish autonomous command structures, develop independent response menus in coordination with Ukraine, and rapidly bolster native air defense and intelligence capabilities.
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234.
The Supreme Court’s ruling that the International Emergency Economic Powers Act (IEEPA) does not authorize presidential tariffs strips the administration of its most flexible geoeconomic weapon, forcing a shift toward more bureaucratic trade authorities. Experts suggest the executive branch will likely invoke Section 122 for temporary 150-day tariffs while initiating formal investigations under Sections 301 and 232 to reconstruct the previous tariff regime. This transition creates significant business uncertainty regarding potential refunds and trade agreement stability, and may paradoxically lead to a more aggressive use of alternative tools like export controls and financial sanctions.
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235.
Veteran journalist Alan Cullison argues that effective foreign policy reporting and analysis must be grounded in human empathy and the study of individual personalities rather than abstract political theory. Drawing on three decades of experience in Russia and Afghanistan, Cullison demonstrates how focusing on the 'fragments' of conflict—such as personal tragedies or investigative leads like liberated al-Qaeda hard drives—provides deeper insights into geopolitical shifts than conventional high-level reporting. For policymakers and analysts, these reflections highlight that robust intelligence depends on maintaining a diverse ecosystem of 'honest interpreters' who possess the linguistic and cultural immersion necessary to navigate chaotic international environments.
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236.
Max Boot argues that the Trump administration must heed military warnings regarding the high risks of a sustained conflict with Iran, which poses far greater dangers than previous limited strikes. Key concerns include potential Iranian attacks on regional oil infrastructure, the closure of the Strait of Hormuz, and a critical depletion of U.S. precision-guided munitions required for other global theaters like China and Russia. Additionally, the author notes that extended naval deployments are straining military readiness while a lack of regional ally support complicates any exit strategy. Consequently, a prolonged conflict could severely weaken U.S. strategic posture and global economic stability without guaranteed regime concessions.
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The war in Ukraine has inaugurated a new era of 'precise mass' warfare, characterized by the deployment of millions of low-cost autonomous drones that are reshaping the battlefield and blurring traditional front lines. Key evidence includes Ukraine's rapid production of millions of drones and the critical role of Silicon Valley firms in providing AI and satellite connectivity, which often bypasses traditional, slower defense procurement cycles. These developments imply that the U.S. and its allies must urgently adapt their defense industrial bases to prioritize both high-volume production and rapid innovation while managing the strategic risks associated with private sector control of essential military technologies.
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238.
The Supreme Court's ruling that the IEEPA does not authorize tariffs constrains the U.S. President's ability to deploy immediate trade barriers, shifting economic statecraft from executive brinkmanship toward slower institutional processes. While established Section 301 and 232 tariffs remain valid, the decision invalidates recent emergency duties and forces the administration to rely on procedural tools like Section 122 or new investigations. This change provides Beijing with a tactical advantage and more time to maneuver ahead of high-stakes negotiations, as U.S. threats now require greater legal and legislative consensus. Consequently, the trade rivalry will likely become more predictable and rule-bound, though structural tensions between the two powers persist.
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The U.S. Supreme Court struck down President Trump’s use of the International Emergency Economic Powers Act (IEEPA) to impose broad tariffs, ruling 6-3 that the executive branch lacks the authority to levy taxes without specific congressional delegation. The Court reasoned that IEEPA’s authorization to "regulate importation" does not textually or historically encompass the power to impose duties, which remains a constitutional prerogative of Congress. While the decision triggers a massive refund process for affected importers and forces a pivot to shorter-term Section 122 authorities, it leaves other major trade statutes, such as Section 232 and Section 301, largely untouched.
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Flash droughts are rapidly intensifying climate events that represent a new systemic risk because their speed collapses traditional warning timelines and overwhelms existing drought governance frameworks. These events, which have increased in frequency since the 1950s, cause disproportionate damage to agriculture and energy security, as seen in the 2012 U.S. losses and the 2010 Russian heatwave that triggered global food price spikes. To mitigate these risks, policymakers must establish flash droughts as a distinct category, leveraging high-resolution satellite data and anticipatory financing to trigger interventions before losses become inevitable.
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241.
The CFR Global Energy Tracker reveals that while high-carbon sources still account for 89% of energy consumption across 79 tracked countries, low-carbon alternatives are steadily rising, particularly in developed nations. Significant gains in renewable energy shares in the UK and China demonstrate the impact of declining technology costs, though global energy demand has already surpassed pre-pandemic levels by 6%. The data underscores an uneven global transition, with some nations like Norway and France leading in low-carbon reliance while others remain heavily dependent on coal. Consequently, policymakers must address these regional disparities and the persistent growth in total energy demand to accelerate effective decarbonization strategies.
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242.
This CFR guide outlines the 'America First' transformation of U.S. foreign policy during the first year of President Trump’s second term, emphasizing a shift toward unilateralism and aggressive economic nationalism. Key developments highlighted include the 2025 National Security Strategy's focus on regional dominance, the military capture of Venezuela's Nicolás Maduro, and significant withdrawals from international organizations and climate agreements. These policies have strained traditional alliances while prioritizing U.S. resource access and domestic border security over global humanitarian assistance. Ultimately, the administration's approach suggests a future of transactional global engagement and a preference for military-backed regime change over multilateral diplomacy.
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243.
The State of the Union address is a foundational U.S. constitutional tradition that has evolved from a formal written report into a high-stakes televised event used to define presidential agendas. Historical data indicates that while the complexity of the speech's prose has decreased to reach a wider audience, actual television viewership has declined sharply over recent decades. Nonetheless, the address remains a critical mechanism for presidents to fulfill constitutional obligations and announce major foreign policy doctrines during periods of international instability.
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244.
George Kennan’s 1946 'Long Telegram' and subsequent 'X Article' established the foundational strategy of containment that defined U.S. foreign policy for four decades. He argued that Soviet expansionism was driven by internal ideological dynamics rather than external incentives, necessitating a firm, long-term counterforce to Russian encroachment. Beyond military might, Kennan emphasized that successfully containing the Soviet threat required the United States to maintain a healthy, vibrant, and spiritually vital domestic society. This strategy ultimately guided the U.S. to victory in the Cold War by managing geopolitical competition until the Soviet Union's collapse in 1991.
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Sudan is currently enduring the world’s largest internal displacement and hunger crisis, with over twelve million people forced from their homes following more than two years of civil war between the SAF and RSF. The conflict has escalated toward a de facto partition of the country, marked by the RSF's capture of Darfur and widespread reports of ethnically driven genocide. Strategic implications include heightened regional instability as neighboring countries struggle with refugee inflows and external powers continue to fuel the violence through arms and financing. With humanitarian appeals severely underfunded due to international budget cuts, the crisis risks becoming a permanent humanitarian catastrophe of historic proportions.
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The 2026 Munich Security Conference highlighted a stark divergence between the U.S. administration’s "civilizational" vision and a European counter-vision, prominently led by women, which emphasizes democratic values and increased defense autonomy. While U.S. Secretary of State Marco Rubio promoted an alliance based on shared Christian heritage and supported illiberal leaders, European figures like Kaja Kallas and Ursula von der Leyen pushed for EU enlargement, increased military spending, and a stronger independent security framework. This rift is accelerating Europe's transition toward strategic self-sufficiency and the potential strengthening of EU mutual defense clauses as a backstop to NATO. Consequently, the transatlantic relationship faces a transformative period where Europe’s agency and commitment to democratic norms increasingly challenge the traditional U.S.-led security architecture.
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247.
The article argues that although the Supreme Court struck down Trump’s broad IEEPA-based tariffs as unconstitutional, the administration can still sustain much of its trade agenda through other delegated statutes. It explains that Section 122 can quickly reimpose a temporary across-the-board tariff (up to 15% for 150 days), while Sections 232 and 301 provide more durable sectoral or country-specific tariffs with few effective political constraints once in place; Section 338 is another possible but legally untested option. The core reasoning is that no single authority fully replicates IEEPA’s sweep, but together they can recreate tariffs in a legally defensible patchwork, albeit with procedural limits, sunset risks, and likely litigation. Strategically, policymakers should expect continued tariff leverage in negotiations but greater legal and political friction, including pressure for congressional guardrails and higher concern over consumer and small-business costs.
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248.
CFR argues that Trump’s State of the Union is primarily a political reset attempt as he faces low approval, difficult midterm dynamics, and skepticism that presidential rhetoric can quickly shift opinion. The article cites weak polling, slowing GDP growth, persistent goods-trade deficits, and a Supreme Court ruling curbing his use of IEEPA tariffs, leaving narrower options such as Section 122. It also flags major foreign-policy pressure points—Iran, Venezuela, China, NATO, Ukraine, and Gaza—where his messaging may signal priorities but not resolve underlying constraints. The key strategic implication is that while the speech can shape partisan narratives, policy outcomes will be driven more by legal limits on executive trade tools, electoral pressures, and high-risk security decisions that may outpace congressional checks.
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249.
CFR’s core finding is that Iran’s system is institutionally complex but functionally centered on the supreme leader’s clerical-security network, which constrains elected officials and limits meaningful reform. The article’s reasoning maps how formal bodies—the presidency, majlis, Guardian Council, Expediency Council, Assembly of Experts, and Supreme National Security Council—are structurally shaped by appointment authority, candidate vetting, and IRGC-linked influence tied to Ayatollah Ali Khamenei. It argues that recent shocks, including the June 2025 Israeli strikes and the late-2025/2026 protest wave, exposed regime vulnerabilities, yet the state’s coercive response also demonstrated enduring control by hard-line power centers. The policy implication is that strategy toward Tehran should focus on the supreme leader’s orbit and security institutions, combining calibrated pressure and diplomacy while preparing for episodic instability rather than expecting elected offices alone to drive change.
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The United States should 'leapfrog' China’s critical mineral dominance by prioritizing disruptive innovation, waste recovery, and recycling instead of attempting to out-mine or out-process China's entrenched capacity. The report argues that traditional mining projects are too slow to mitigate immediate geopolitical risks, whereas breakthroughs in materials science and AI-enabled extraction from industrial waste offer faster, more resilient paths to independence. Key policy recommendations include launching a national innovation strategy, bridging financing gaps for deep-tech startups, and coordinating with G7 allies to secure circular mineral supply chains.
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251.
CFR argues that Trump’s second-term trade strategy is not a single tariff reset but a rolling, country-by-country restructuring of U.S. trade relations through mostly nonbinding framework deals. The tracker shows that while Liberation Day tariffs set high baselines, subsequent bilateral agreements and exemptions lowered effective rates unevenly and exchanged tariff relief for market-access concessions, purchase pledges, investment commitments, and alignment with U.S. economic-security measures. It also finds these deals are highly flexible and unilateral in design, with weak legal durability, quick-termination provisions, and little congressional constraint, making them closer to instruments of leverage than traditional trade agreements. The policy implication is a less predictable global trade environment where partners must continuously bargain with Washington and balance access to the U.S. market against sovereignty costs and geopolitical exposure, especially vis-a-vis China.
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252.
CFR reports that the White House is ending a large immigration enforcement surge in Minnesota after intense backlash, even as the administration says it remains committed to mass deportations. The drawdown follows allegations of due-process violations, aggressive tactics, and the fatal shootings of two U.S. citizens, with DHS still claiming thousands of arrests and no full public accounting yet of all detainees. Evidence in the piece suggests the shift is tactical rather than strategic: personnel are being reassigned, not a broader rollback of interior enforcement, and CBP as well as ICE have expanded domestic operations. For policymakers, this raises a near-term tradeoff between enforcement intensity and political/legal sustainability, with DHS funding negotiations likely to hinge on oversight, transparency, and limits on warrantless or masked operations.
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253.
Vinh Nguyen, a Senior Fellow at CFR and former NSA official, discusses his career trajectory and the evolving challenges of balancing national security with privacy and accountability in the age of artificial intelligence. He argues that while the U.S. must accelerate AI adoption to remain competitive with adversaries like China, it must do so within a democratic framework that preserves legal and ethical standards. Nguyen highlights the urgency of securing AI at its foundational level, noting that technological advancement is currently outpacing security measures and that the government's influence over private-sector tech decisions remains limited. He concludes that both policy frameworks and individual career strategies must rapidly adapt to AI-driven shifts in workflows to maintain a strategic advantage.
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254.
The report argues that the U.S. must transition from a purely protectionist response to China's automotive dominance toward a proactive strategy of global competition in autonomous, connected, and electric (ACE) vehicles. While current tariffs provide temporary breathing room, the author warns that indefinite isolation risks leaving the U.S. as a technological island of obsolete internal combustion engines while ceding international markets to Chinese firms. To maintain competitiveness, the U.S. should provide conditional financial support to domestic manufacturers, coordinate supply-chain diversification with allies, and manage national security risks through data localization rather than total exclusion. This strategy aims to secure the economic and environmental benefits of the automotive revolution while navigating the geopolitical rivalry with China.
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255.
CFR argues that Tehran is pursuing a tactical, tightly constrained negotiating posture: it wants sanctions relief while preserving core red lines, and is offering only limited nuclear flexibility. Evidence includes Iran’s insistence on Oman as venue and a nuclear-only agenda, plus signals it could cap low-level enrichment and dilute some highly enriched uranium under IAEA verification, while Washington still demands zero enrichment. The article also notes the coercive backdrop: expanded U.S. military presence, Israeli warnings that talks could buy Iran time, and the regime’s violent domestic consolidation after mass protest crackdowns. Policy-wise, this suggests the United States and partners should pair diplomacy with credible deterrence, structure any relief around verifiable compliance, and account for residual proxy risks (especially the Houthis) despite broader degradation of Iran’s network.
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256.
The CFR’s 2026 Preventive Priorities Survey identifies a significant rise in global instability, highlighting five high-likelihood, high-impact contingencies including intensifying conflicts in the Middle East, the Russia-Ukraine war, and potential U.S. military operations in Venezuela. Based on a survey of over 600 experts, the report emphasizes a shift toward interstate conflict and identifies domestic political violence in the U.S. and AI-enabled cyberattacks as critical threats to national security. These findings suggest that the reduction of conflict prevention infrastructure and more coercive diplomatic stances increase the risk of the United States being drawn into costly, unpredicted military interventions.
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257.
CFR’s Energy and Climate Policy coverage frames energy and climate as strategic issues that cut across geopolitics, economics, and security rather than as a narrow environmental silo. The archive format and scale (310 entries) plus a broad mix of contributors indicate sustained, multi-author analysis across regions and policy domains. This structure suggests the core finding is that climate transition, energy security, and technology competition are tightly linked and must be assessed together. The policy implication is that governments should pursue integrated strategies that align decarbonization goals with foreign-policy priorities, industrial competitiveness, and resilience planning.
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258.
CFR argues that President Trump’s new Board of Peace is becoming the central U.S.-led mechanism for shaping Gaza’s postwar order, but its viability hinges on Hamas demilitarization and credible governance arrangements. Evidence cited includes broad diplomatic participation (27 formal members and about 45 expected delegations), expected reconstruction pledges of at least $5 billion, and a governance model that currently excludes Palestinian factions in favor of a separate technocratic committee. Conditions on the ground remain unstable, with limited medical evacuations and returns through Rafah, blocked humanitarian missions, ongoing Israeli strikes, and mutual truce-violation accusations. Strategically, the initiative could accelerate reconstruction and coordination, but exclusion risks and unresolved security control could undermine legitimacy and push Gaza back toward partition or renewed conflict if disarmament and political reintegration fail.
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259.
The Trump administration has announced plans to revoke the 2009 Endangerment Finding, a move described as the largest deregulatory action in U.S. history that removes the legal basis for capping greenhouse gas emissions under the Clean Air Act. The administration argues that eliminating these regulations will reduce energy costs and bolster American energy dominance, though the decision faces immediate legal challenges that could reach the Supreme Court. This policy pivot risks ceding leadership in the global electric vehicle and clean energy transition to China while further isolating the United States from international climate cooperation.
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260.
CFR reports that U.S. Southern Command’s anti-drug boat strike campaign intensified, with eleven people killed in one day across the Eastern Pacific and Caribbean, making it the deadliest day of the operation this year. The brief notes this brings reported fatalities to at least 144 since September, while the U.S. has not publicly released identities or evidence supporting claims that those killed were tied to trafficking networks. It highlights growing legal and normative challenges, including wrongful-death litigation and expert arguments that lethal force against suspected traffickers is unlawful absent an imminent violent threat. Strategically, the campaign may impose rising legal, reputational, and regional diplomatic costs, suggesting a need for stricter oversight, evidentiary transparency, and greater reliance on interdiction and criminal prosecution rather than expanded military strikes.
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261.
CFR panelists argued that commodity markets have shifted from a demand-led cycle to a supply- and policy-driven regime, with metals (especially gold and silver) rising while oil remains structurally softer. They cited evidence including sustained central-bank gold purchases since the 2022 reserve-freeze shock, growing investor hedging demand, tariff uncertainty under Section 232, and OPEC+/non-OPEC supply conditions that cap oil despite geopolitical tensions. The speakers assessed that oil spikes are still possible from Iran-related disruptions or labor shocks, but likely temporary unless a major outage occurs; baseline Brent expectations clustered around the high-$50s to low-$60s. Strategically, governments and firms should treat commodities as instruments of national security and currency power (including dollar-denominated oil flows), while preparing for persistent precious-metal strength, selective industrial-metal volatility, and policy tradeoffs in U.S.-Venezuela-Canada energy alignment.
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262.
The article argues that the unusually large U.S. military buildup around Iran has put the Middle East on edge because regional governments see a high risk of conflict but still lack clarity on Washington’s objectives. It points to Gulf states’ refusal to join an attack, dual U.S. carrier deployments, and fears of Iranian retaliation through Strait of Hormuz disruption and proxy strikes, while noting Geneva talks produced only vague “guiding principles” rather than a concrete deal. It also highlights the contradiction between launching a Gaza reconstruction-oriented Board of Peace and simultaneously signaling readiness for military escalation against Tehran. The policy implication is that U.S. strategy must align deterrence with explicit end-states, coalition reassurance, and escalation-control mechanisms to avoid a broader regional war that could derail both Gulf economic priorities and Gaza stabilization.
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263.
CFR’s brief argues that simultaneous Geneva negotiations on Iran’s nuclear file and the Ukraine war show the Trump administration trying to position Washington as the indispensable conflict broker, but both tracks remain constrained by major unresolved gaps. The report cites concrete escalation signals and bargaining asymmetries: U.S. military deployments and Iranian drills near Hormuz alongside disagreements over deal scope, and in Ukraine, continued Russian strike pressure and territorial demands despite recent Ukrainian battlefield gains. It also notes mixed diplomatic conditions, including European unease with parts of U.S. positioning and broader geopolitical moves by major powers, indicating a fragmented coalition environment. Strategically, the implication is that U.S. diplomacy may secure partial or phased outcomes at best unless paired with stronger leverage, clearer end-state definitions, and tighter allied coordination.
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264.Norman E. Alexander Family M Foundation Forum on Science and Foreign Policy: U.S. Science and Research in a Changing Landscape (CFR)
The webinar argues that global oil geopolitics has been fundamentally reshaped by Russia’s war in Ukraine, OPEC+ supply management, and shifting demand centers, even as the energy transition advances. Carolyn Kissane stresses that the world still consumes over 100 million barrels per day, with demand growth concentrated in Asia, while Russia has largely sustained exports by redirecting discounted crude to buyers such as India and China. She also highlights that state-owned producers and OPEC+ coordination continue to exert strong influence on prices, making markets vulnerable when supply is curtailed in already tight conditions. The policy implication is a dual-track strategy: preserve short-term energy security and price stability through diversified supply and contingency tools, while accelerating credible decarbonization pathways that account for uneven capacity and financing constraints across regions.
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265.
The Council on Foreign Relations (CFR) honors the legacy of Reverend Jesse L. Jackson Sr., emphasizing his dual impact as a civil rights icon and a dedicated practitioner of international diplomacy. Jackson notably leveraged his influence to negotiate the release of twenty-three American captives in Iraq and Yugoslavia, showcasing the efficacy of non-traditional diplomatic channels. His career exemplified the vital role of religious leadership and humanitarian advocacy in fostering global dialogue and resolving international conflicts. Ultimately, Jackson’s contributions highlight the intersection of social justice and foreign policy as a tool for peace and human dignity.
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266.
CFR argues that a future Taiwan conflict will likely be a protracted, regional war involving multiple actors and external triggers, rather than a contained three-way contest. The report warns that China’s military modernization and gray-zone tactics have eroded U.S. deterrent advantages and shortened operational warning times. To address these new risks, the U.S. must shift from isolated planning to deeply integrated, pre-crisis consultative mechanisms with regional allies like Japan and the Philippines.
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267.
CFR argues that Iran still does not have a nuclear weapon, but it retains the technical base to move quickly toward one and continues to field the Middle East’s most extensive ballistic missile arsenal despite major Israeli and U.S. strikes in 2025. The piece cites IAEA findings of sharply increased near-weapons-grade enrichment, evidence of undeclared nuclear-related activity, and estimates that Iran’s breakout timeline for fissile material could be very short, while missile capabilities include systems with roughly 2,000 km range and demonstrated use in 2024 attacks on Israel. It also notes that military strikes may have delayed but not eliminated Iran’s program, as rebuilding and renewed U.S.-Iran talks in Oman suggest coercion alone has limits. Strategically, the article implies policymakers need a combined approach of verifiable nuclear constraints, missile/proxy limits, calibrated sanctions relief, and credible deterrence to reduce risks of regional war, proliferation, and escalation through miscalculation.
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268.
The expiration of the New START treaty on February 5, 2026, marks the end of formal limits on U.S. and Russian nuclear arsenals, raising significant risks of a new arms race and strategic miscalculation. Experts warn that the loss of robust verification measures and on-site inspections will erode intelligence precision, likely prompting both superpowers to 'upload' reserve warheads onto existing delivery systems. To maintain stability, U.S. policy must balance necessary modernization—such as reopening submarine missile tubes—with the urgent pursuit of a follow-on agreement that ideally addresses non-strategic weapons and China's growing nuclear capabilities.
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269.
Greek Foreign Minister George Gerapetritis argued that Europe is in a transition period requiring both stronger strategic autonomy and continued transatlantic cohesion, rather than a rupture with the United States or NATO. He supported higher European defense burden-sharing, warned that a sustainable Ukraine settlement must be fair and sovereignty-based, and maintained confidence that NATO Article 5 remains credible despite current political volatility. On the Middle East, he backed a UN-anchored Gaza stabilization framework, welcomed coordination with the proposed Board of Peace only within a limited Gaza mandate, and stressed that disarming Hamas must be paired with governance and education to prevent renewed extremism. He also framed Greece as a strategic energy and logistics hub and linked EU trade deals with India and Mercosur to a wider strategy of diversification, implying policymakers should reduce overreliance risks while preserving rules-based multilateral institutions.
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270.
The column argues that Trump’s 2026 National Defense Strategy (NDS) is built on prioritization and burden-sharing, but the Iran crisis could expose a gap between that framework and the president’s willingness to intervene aggressively. Froman points to NDS language that shifts U.S. focus toward homeland and hemispheric defense, expects allies in Europe and the Indo-Pacific to assume more conventional responsibilities, and seeks a limited “decent peace” with China rather than outright dominance. He contrasts that restraint with Trump’s military signaling toward Iran, including carrier redeployment and maximal demands, while warning that Iran is far harder to coerce or reshape than Venezuela and could produce prolonged instability after any regime shock. The strategic implication is that U.S. policy must keep Iran actions tightly bounded to avoid a costly quagmire that would undermine NDS prioritization and broader force posture goals.
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271.
The U.S. Supreme Court's ruling that the President lacks the authority to impose tariffs under the International Emergency Economic Powers Act (IEEPA) represents a significant legal setback for the Trump administration's trade strategy. While the administration must now halt collections and potentially refund $175 billion, it is already pivoting to alternative, more constrained authorities like Section 122 and Section 301 to maintain its protectionist stance. This landmark decision reinforces constitutional checks and balances on executive power but is unlikely to lower overall trade barriers, as the administration seeks to replicate previous tariff levels through new investigations before the midterm elections.
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272.
CFR argues that tariffs have become a central driver of U.S. affordability anxiety across party lines, and that cutting them could improve both household costs and public sentiment. A January 2026 CFR-Morning Consult poll of 2,203 adults found major bipartisan majorities linking trade policy to higher prices in groceries, medical care, technology, clothing, housing, transportation, and childcare. The authors pair polling with tariff and price estimates to show tariffs are adding measurable pressure in key categories, while noting overall prices are also shaped by supply shocks, inventories, and firm pricing behavior. The strategic implication is that tariff relief may be one of the fastest politically visible affordability levers before midterms, even if consumer price declines are partial and delayed.
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273.
The report argues that the United States must proactively engage Colombia's next administration to support the 2016 Peace Accords and prevent a resurgence of internal conflict. This urgency is driven by incomplete implementation of the peace deal, rising violence against demobilized combatants, and record-high coca production that fuels armed groups like the ELN and Clan del Golfo. Strategic implications include the need for innovative international financing to bridge fiscal gaps and a shift in security cooperation toward stabilizing rural zones to mitigate migration and narcotics flows. Failure to act risks squandering a long-term U.S. foreign policy success and destabilizing the broader Andean region.
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274.
CFR reports that the U.S. goods trade deficit reached a record in 2025, undermining the Trump administration’s claim that emergency tariffs would shrink it and revive domestic manufacturing. Commerce Department data show tariffs redirected sourcing away from China toward countries such as Vietnam and Mexico rather than reducing overall import dependence, while U.S. manufacturing employment fell by about 72,000 jobs after the April 2025 tariff rollout. The brief notes that long-run investment effects from trade deals could still appear, but current evidence points to limited near-term reindustrialization gains. With a Supreme Court ruling pending, the tariffs could be struck down and trigger up to an estimated $175 billion in refunds, highlighting fiscal and strategic risks in a tariff-first policy mix.
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275.
The Trump administration is aggressively expanding Section 232 tariffs across strategic sectors—from semiconductors to pharmaceuticals—to mitigate national security risks and encourage domestic manufacturing. While aimed at countering China, these tariffs disproportionately affect close allies like Canada and Mexico, who remain the primary suppliers of steel, aluminum, and auto parts. This strategy risks trade friction with partners while highlighting persistent vulnerabilities in supply chains, particularly regarding Chinese control of active pharmaceutical ingredients, critical minerals, and drone components.
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276.
CFR’s February 22, 2026, nuclear arms control coverage argues that nonproliferation and arms control remain central to managing great-power rivalry and regional nuclear risks. The evidence is the breadth of its featured analyses and backgrounders—spanning the Iran nuclear deal, sanctions on North Korea, and emerging domains such as outer space—plus contributions from multiple senior experts and task-force work. The overall reasoning is that existing regimes still matter but are under pressure from geopolitical competition, enforcement gaps, and technological change. Policy-wise, the implication is to pair deterrence with renewed diplomacy: strengthen treaty frameworks, tighten coordinated sanctions and verification, and update rules for new strategic domains before instability worsens.
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277.
The discussion argues that oil will remain a central geopolitical risk through the near term, even as countries pursue decarbonization, because global demand is still above 100 million barrels per day and continues to rise. Kissane cites evidence that Russia’s war in Ukraine and OPEC+ production cuts have remapped trade flows, tightened supply, and sustained price volatility, while major buyers such as China and India absorb discounted Russian crude. She also notes that energy power is concentrated in a few producers and state-owned firms, with over 75% of global oil controlled by national companies, amplifying political leverage in markets. The strategic implication is that governments should pair energy-transition goals with hard energy-security planning: diversify suppliers, protect critical transport infrastructure, manage strategic reserves prudently, and avoid removing conventional supply faster than resilient alternatives can scale.
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278.
This CFR page functions as an AI policy archive rather than a single-claim essay, signaling that artificial intelligence is a sustained strategic priority across Council analysis. The key evidence is the scale and breadth of coverage: 215 entries and contributions from experts spanning security, geopolitics, economics, and technology policy. The underlying reasoning is that AI’s impact is systemic and cross-sector, requiring ongoing multidisciplinary assessment instead of one-off commentary. For policymakers and strategists, the implication is to treat AI as a whole-of-government and international coordination issue, linking innovation policy with risk governance and national competitiveness.
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279.
A 2026 CFR-Morning Consult survey reveals that while Americans generally view trade as a mutually beneficial reciprocal exchange, public opinion on tariffs is deeply fractured along partisan lines. Although nearly half of respondents recognize tariffs as a tax on domestic consumers that increases the cost of living, a significant portion of Republicans views them primarily as a tool for protecting U.S. manufacturing jobs. The findings suggest that while there is broad support for trading with allies and maintaining international rules, there is also growing public desire for congressional guardrails to limit unilateral presidential authority over trade policy.
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280.
CFR panelists argued that while Greenland is strategically important for Arctic warning, surveillance, and transatlantic security, U.S. ownership is not necessary to secure core defense interests. They cited the still-valid 1951 U.S.-Denmark defense framework, which already allows expanded U.S. basing and operations, and noted that practical constraints—harsh operating conditions, limited infrastructure, and high costs—undercut both military seizure scenarios and rapid resource exploitation. On critical minerals, speakers stressed that Greenland has potential but development cycles are long, financing is market-driven, and cooperation with allies (especially Denmark, Canada, and Europe) is more realistic than unilateral control. Strategically, the discussion suggests Washington should prioritize negotiated security upgrades and allied supply-chain partnerships, since coercive moves on Greenland would risk damaging NATO cohesion and broader U.S.-Europe coordination.
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281.
The article argues that while international climate agreements like the Paris Accord have fostered diplomacy, current national commitments remain insufficient to prevent dangerous global warming, a situation exacerbated by the United States' recent withdrawal from UN climate bodies. Evidence indicates that global temperatures already breached the 1.5°C threshold in 2024, and the U.S. departure from the UNFCCC significantly reduces the organization's funding while signaling a domestic return to fossil fuel prioritization. Consequently, the lack of U.S. participation is expected to delay the global transition to net-zero, forcing a strategic shift toward alternative frameworks like universal carbon pricing and minilateral cooperation through the G20.
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282.2025 Arthur Ross Book Award Ceremony and Meeting: "The Achilles Trap: Saddam Hussein, the C.I.A., and the Origins of America's Invasion of Iraq” (CFR)
At CFR’s 2025 Arthur Ross Book Award ceremony, the central discussion around Steve Coll’s The Achilles Trap argued that the Iraq War stemmed not only from U.S. analytic and policy failures but from a profound misreading of Saddam Hussein’s motives and decision logic. Drawing on newly accessible Iraqi archives, tapes of Saddam’s internal meetings, and interviews, Coll showed that Saddam had largely dismantled key WMD capabilities in 1991 yet preserved ambiguity out of regime psychology, deterrence signaling, and distrust that sanctions would be lifted even with cooperation. The conversation emphasized that U.S. policymakers over-relied on partial intelligence and assumptions, while limited direct contact with Baghdad deepened strategic misperception. The policy implication is to prioritize adversary psychology, maintain calibrated channels of communication with hostile regimes, and apply greater analytic humility before irreversible military decisions.
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283.
Robert D. Blackwill proposes "resolute global leadership" as the most effective American grand strategy to counter a peer-competitor China and navigate the most dangerous international environment since World War II. The report analyzes five alternative strategic schools, concluding that the U.S. must leverage its unique economic, military, and technological advantages while reconciling itself to a world where its dominance is no longer unchallenged. Key policy recommendations include substantially increasing the defense budget, pivoting military assets to the Indo-Pacific, and re-engaging in multilateral trade frameworks like the CPTPP to revitalize the rules-based order. Ultimately, it emphasizes balancing Chinese power through strengthened alliances and 'peace through strength,' while rejecting military force for purely ideological goals.