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2. The US's tougher stance on multilateral formats
- Author:
- Szymon Zaręba
- Publication Date:
- 03-2027
- Content Type:
- Working Paper
- Institution:
- The Polish Institute of International Affairs (PISM)
- Abstract:
- The administration of US President Donald Trump will seek to exert greater influence over processes within the UN, whilst reducing its involvement in the activities of several international organisations (IOs) which it considers less important. The reduction in funding for various formats will increase pressure on Poland and like-minded states to increase their contributions towards their maintenance.
- Topic:
- International Organization, United Nations, Multilateralism, and Donald Trump
- Political Geography:
- Poland, North America, and United States of America
3. The Ukraine War Prospect: How Peace Plans Might Work and Why They Will Fail
- Author:
- Carl Conetta
- Publication Date:
- 01-2026
- Content Type:
- Working Paper
- Institution:
- Project on Defense Alternatives
- Abstract:
- During 2025 multiple contending Ukraine peace and cease-fire proposals were put forward by the Trump administration and America’s European partners. This article examines how the leading official proposals fell short. And it presents two, simpler proposals better aligned with battlefield realities. The article also explores the evolution of US, Ukrainian, Russian, and West European public opinion on the war. The Russia-Ukraine war has been a disaster – not only for the two principal combatants, who together have suffered 300,000 deaths, but for the entire world. This fact drives the imperative to end this conflict forthwith via negotiated compromise. Yet, as the article shows, none of the official proposals embrace this imperative. Instead, all exhibit efforts to win advantage for one side or the other. They are instances of diplo-fare – war by means of diplomacy. As such, their aim may be rejection not agreement, with an eye toward painting one’s opponent as intransigent and, in this way, build support for continuing the fight – or, in the case of President Trump’s preference, establish a pretext for US withdrawal. The simplest proposals may be the most practicable but these must reflect current battlefield realities rather than attempting to “correct” or “re-balance” them. This principle guides the independent cease-fire options suggested in this article. Otherwise, the article explores the possibility that Europe’s so-called Coalition of the Willing will respond to any serious fracture of Kyiv’s effort – a distinct possibility – by establishing a new nuclearized Europe-vs-Russia “central front” inside Ukraine. (With an Appendix summarizing the official November and December peace proposal texts.)
- Topic:
- Conflict Resolution, Diplomacy, European Union, Negotiation, Armed Conflict, Russia-Ukraine War, and NATO
- Political Geography:
- Russia, Europe, Ukraine, and United States of America
4. Russia Leverages Venezuela to Expand Influence in Western Hemisphere
- Author:
- Sergey Sukhankin
- Publication Date:
- 01-2026
- Content Type:
- Working Paper
- Institution:
- The Jamestown Foundation
- Abstract:
- Moscow has condemned the U.S. capture of Venezuelan President Nicolas Maduro while avoiding substantive retaliation, demonstrating both symbolic solidarity and an unwillingness to jeopardize relations with Washington. The Kremlin’s relationship with Venezuela enables Moscow to project power beyond Cuba in the Western Hemisphere, access Venezuela’s oil reserves, and cultivate an alliance aligned with an anti-Western agenda. Russian energy firms have gained oil stakes and repayment-in-kind options for investments in Venezuela, while joint financial ventures and Venezuela’s crypto experiments have served as testing grounds for sanctions-evasion mechanisms later adapted by Russia. Arms transfers, military-industrial collaboration, and media partnerships through RT, Sputnik, and TeleSur expanded Russia’s military footprint and narrative reach in the Western Hemisphere, though the financial return on Russian investments remains limited and challenged by U.S. pushback.
- Topic:
- Foreign Policy, Oil, Bilateral Relations, and Power Projection
- Political Geography:
- Russia, Eurasia, South America, Venezuela, and United States of America
5. Irán entre protestas y geopolítica
- Author:
- Xavier Villar
- Publication Date:
- 01-2026
- Content Type:
- Working Paper
- Institution:
- Fundación Alternativas
- Abstract:
- Análisis de las protestas en Irán surgidas en un contexto de fuerte inflación y depreciación del rial —que perdió cerca de la mitad de su valor frente al dólar en 2025— y que, tras iniciarse como una movilización de carácter económico encabezada por comerciantes y pequeños empresarios, derivaron rápidamente en expresiones de descontento político más amplio. Aunque las manifestaciones se han extendido a numerosas ciudades y han adquirido una notable visibilidad social, su escala y composición difieren de ciclos previos, como los de 2009 o 2019, y hasta ahora no se han producido deserciones significativas en las fuerzas de seguridad que permitan hablar de un cambio de régimen inminente. El artículo subraya además las dificultades para verificar cifras de víctimas debido al bloqueo informativo, matiza la idea de un rechazo político unánime al régimen y sitúa las protestas en un marco político-estratégico más amplio, marcado por la posición geográfica de Irán, sus recursos energéticos y la competencia internacional entre Estados Unidos y China.
- Topic:
- Regime Change, Sanctions, Economy, Protests, Inflation, Transatlantic Relations, and Strategic Competition
- Political Geography:
- China, Iran, Middle East, and United States of America
6. Law and Politics of Israel and the United States’ Attacks on Iran with Maryam Jamshidi (Episode 54)
- Author:
- Sahar Aziz and Maryam Jamshidi
- Publication Date:
- 03-2026
- Content Type:
- Working Paper
- Institution:
- Center for Security, Race and Rights (CSRR), Rutgers University School of Law
- Abstract:
- Join host Professor Sahar Aziz (https://www.law.rutgers.edu/bio/sa1356) in her conversation with Professor Maryam Jamshidi (https://www.colorado.edu/law/node/125...) about the political and legal implications of Israel and the United States' unprovoked military attacks against Iran on February 28, 2026. As Israeli Benjamin Netanyahu publicly admitted, the Israeli government has been preparing for a war to topple the Iranian regime for over 30 years. (https://www.lemonde.fr/en/internation...) Knowing they do not possess sufficient military capacity to do it alone, Israel unsuccessfully attempted to persuade the United States to start a war of aggression against Iran under the Bush, Obama and Biden administrations. The reasons for restraint by past US administration were often the same. Iran posed no direct threat or conducted an imminent attack toward the US that legally justified an offensive war of aggression. The risk of a global economic downfall and the exorbitant price tag of a major war far outweighed the benefits of removing a hostile government. And perhaps most importantly from a military perspective, the United States had no exit strategy. Indeed, these were the same reasons that led to the Democratic Party winning the White House in 2008 after expensive and endless wars in Iraq and Afghanistan after 2001. Republican politicians campaigned on an America First platform in the 2021 elections by explicitly rejecting wars of choice in the Middle East that cost American lives and treasure. And yet, Republican President Donald Trump violated that promise to his constituents and granted Israel its 30-year dream to start an offensive war on Iran despite no credible evidence of an imminent threat by Iran. The result has been predictably catastrophic for the Middle East and the global economy. The war has engulfed the Gulf states, the Strait of Hormuz is closed to the 20% of global supply of oil and natural gas, energy prices are skyrocketing across the world, Tehran is being bombarded daily by Israel, over 1300 Iranians have been killed thus far, and the war is costing American taxpayers $1 billion per day.
- Topic:
- Foreign Policy, Armed Conflict, Aggression, and Global Economy
- Political Geography:
- Middle East, Israel, Palestine, North America, and United States of America
7. Beyond the Hype: Assessing Hyperscaler Nuclear Commitments Against U.S. Energy Realities
- Author:
- John Pendleton and Mackenzie Schuessler
- Publication Date:
- 06-2026
- Content Type:
- Working Paper
- Institution:
- Carnegie Endowment for International Peace
- Abstract:
- Electricity demand is rising rapidly, along with growing enthusiasm for nuclear power. In addition to climate concerns and the desire for secure energy, these needs are driven in large part by the planned expansion of data centers for artificial intelligence and cloud computing. The United States is home to the world’s largest data center market and the leading global cloud service providers, including Alphabet (Google), Amazon, Meta (Facebook), and Microsoft. These firms—or “hyperscalers”—design, build, and operate massive data center facilities that support skyrocketing AI demands, but require large amounts of firm, scalable, and always-available power. This puts new pressure on electricity grids already facing capacity, reliability, and affordability challenges. As technology companies pursue aggressive AI buildouts, they are seeking innovative ways to meet their energy demands. Nuclear power has thus entered the conversation as one of the few energy sources capable of delivering the kind of firm, high-density electricity that data centers need while simultaneously allowing companies to maintain public climate commitments.1 The entry of hyperscalers into a rapidly evolving nuclear energy market introduces new dynamics to what has been a highly regulated and slow-moving industry. Since 2024, a series of high-profile agreements have been announced between hyperscalers and nuclear utilities, vendors, and reactor designers. These deals signal enthusiasm for the sector, but it is still unclear whether big tech is willing to make big bets on nuclear power. This paper explores how large U.S. technology companies are approaching nuclear power in the context of their energy strategies to meet the escalating demands from AI. The first section describes the approaches hyperscalers are using to secure nuclear energy. To date, their efforts reflect their preference to be energy offtakers (customers) over direct nuclear ownership or project development. The second section then assesses why these approaches have remained cautious, considering factors such as priorities, timing, and costs. Additionally, it considers key entanglement risks that big tech will need to confront including potential reputational exposure, nonproliferation concerns, and management of long-term nuclear waste.
- Topic:
- Science and Technology, Nuclear Energy, and Energy
- Political Geography:
- North America and United States of America
8. Ecological Statecraft in the Midst of War: Water, Regeneration, and the Future of Gulf Security
- Author:
- Olivia Lazard and Ali Bin Shahid
- Publication Date:
- 05-2026
- Content Type:
- Working Paper
- Institution:
- Carnegie Endowment for International Peace
- Abstract:
- The 2026 U.S.-Iran war is radiating through the Gulf’s energy systems, maritime routes, supply chains, food corridors, financial flows, and regional diplomacy—and its effects will be long-lasting. In energy markets, the war is accelerating demand toward more autonomous sources like renewables. On food, the world is bracing for a compound crisis: a convergence of disrupted fertilizer supply chains, inflationary pressures, and El Niño–induced crop failures. These are cascading trends that will demand sustained attention for years to come. But one long-tail effect has already slipped out of view. The war has crossed a dangerous threshold: Infrastructure essential to civilian survival, including desalination facilities, has been directly targeted. Water infrastructure is emerging as a strategic target in kinetic warfare against a background of structural scarcity. This marks a qualitative shift in the Gulf’s security landscape. In a region defined by extreme aridity, collapsing groundwater reserves, and deep structural dependence on manufactured water, desalination infrastructure is not merely a technical utility; it is part of the region’s survival architecture. Millions depend on a relatively concentrated set of energy-intensive coastal plants for drinking water, industry, and urban continuity. The exposure of this infrastructure reveals that ecological fragility and military escalation are no longer parallel crises: They are becoming fused within a single battle space.
- Topic:
- Security, Infrastructure, Ecology, Statecraft, and Regional Security
- Political Geography:
- Iran, Middle East, North America, and United States of America
9. Compounded Vulnerability: Spatial Patterns of Energy Burden, Heat Exposure, and Pollution in New York City
- Author:
- Ximena Aristizabal and Paola Jaimes
- Publication Date:
- 01-2026
- Content Type:
- Working Paper
- Institution:
- Political Economy Research Institute (PERI), University of Massachusetts Amherst
- Abstract:
- Energy insecurity and climate risk increasingly intersect in urban areas, yet they are often treated as separate challenges. This paper examines how household energy affordability stress, extreme heat exposure, and ambient air pollution overlap across urban space, using New York City as a case study. We introduce the concept of compounded vulnerability to describe neighborhoods where high energy burden and high heat exposure coincide, potentially intensifying environmental and health risks. Drawing on tract-level energy burden estimates, satellite-derived surface temperature measures, and summer PM2.5 concentrations, we combine a place-based interpretation of urban infrastructure and historical disinvestment with a tract-level empirical analysis of co-located risks. We document spatial co-location of economic and environmental stressors: neighborhoods facing higher energy burden are, on average, hotter, and areas experiencing joint exposure to heat and energy stress are also situated in environments characterized by elevated summer pollution. These patterns point to a plausible urban mechanism through which climatic extremes interact with energy systems and the built environment, shaping unequal exposure during periods of peak stress.
- Topic:
- Climate Change, Pollution, Vulnerability, Energy Security, and Heat
- Political Geography:
- New York, North America, and United States of America
10. Using Minerals and Energy to Rebuild the U.S.-South Africa Relationship
- Author:
- Gracelin Baskaran
- Publication Date:
- 03-2026
- Content Type:
- Working Paper
- Institution:
- Center for Strategic and International Studies (CSIS)
- Abstract:
- The United States is quietly losing access to the minerals that underpin its defense systems, semiconductor manufacturing, and reindustrialization agenda—not through geopolitical confrontation, but through commercial neglect. South Africa is the dominant U.S. supplier of platinum group metals, chromium, manganese, and military-grade vanadium, and no allied nation comes close to matching its combination of mineral wealth, processing capacity, and technical expertise. Yet rising energy costs and crumbling infrastructure are pushing South Africa’s processing sector toward closure, and without intervention, that capacity will continue migrating to China by default. As political tensions between Washington and Pretoria have intensified, it is worth remembering what is actually at stake: a supply relationship built over more than a century that would be extraordinarily costly to lose and nearly impossible to replace.
- Topic:
- Bilateral Relations, Trade, Economic Security, Semiconductors, Energy, and Critical Minerals
- Political Geography:
- Africa, South Africa, North America, and United States of America