By Medha Prasanna
Without intentional strategies to strengthen energy infrastructure, the Global South will remain largely a consumer of AI technologies.
By Udaibir Das
Global financial institutions continue to frame the 2026 outlook for emerging markets through a familiar cyclical lens. The consensus assumes U.S. monetary easing, a softer dollar and a modest global slowdown will favor local-currency assets, credible disinflation paths and balance-sheet repair. This narrative is historically grounded and internally coherent. It is also increasingly insufficient.
By Medha Prasanna
Without intentional strategies to strengthen energy infrastructure, the Global South will remain largely a consumer of AI technologies.
By Brian Webster, Alan Gelb, and Anit Mukherjee
Shifting the payment of social transfers from cash to direct deposit via bank or mobile money accounts can directly improve efficiency for governments and convenience for beneficiaries. It may also produce positive spillovers such as boosting financial inclusion and empowering women. But do these spillovers materialize, and under what circumstances?
By Udaibir Das
The Trevor Manuel G20 Africa Expert Panel Report reframes Africa’s constraints as a single system of mispricing, debt compression and governance asymmetry. Its proposals for refinancing, collective bargaining and International Monetary Fund quota reform mark the first coordinated attempt to shift power within the international financial architecture.
By Medha Prasanna
Without intentional strategies to strengthen energy infrastructure, the Global South will remain largely a consumer of AI technologies.
By Piyush Verma and Telmen Altanshagai
Mongolia is not just a customer or supplier—but a co-partner in building new regional supply-chains, new corridors and new resource-alliances. It speaks to a future where India is not simply plugged into global energy markets, but co-creating them.
By Piyush Verma and Abhinav Jindal
India’s bid to host COP 33 is a clear signal of geopolitical intent. It positions the world’s largest democracy, the most populous nation and the fourth-largest economy as a bridge between developed and developing worlds.
By Piyush Verma
By working more closely with India, South Africa, and Indonesia, Brazil can move faster at home, bargain better abroad, and ensure the Global South is not just present but powerful at the table where tomorrow’s rules are written.
By Piyush Verma
At a time when multilateralism is under significant stress and global climate finance remains skewed and inequitably distributed, IBSA+Indonesia offers a fresh model of geopolitical collaboration on energy and climate – anchored in shared values and driven by practical action.
This special report explores the opportunities of a U.S.-India Strategic Energy and Industrial Partnership.
Special Report
By Aditya Ramji
This volume of short working papers is a product of ORF America’s U.S.-India Emerging Climate Leaders as they attempt to develop ideas around climate collaboration and communication for the United States and India.
Special Report
By Abigail Doerr, Amol Kapoor, Bhagyashri Kulkarni, Dhruva Jaishankar, Jonika Rathi, Karan Sinha, Lindsay Maizland, Medha Prasanna, Meenakshi Venkatraman, Miaoru Guan, Mridu Jhangiani, Pankaj Mahalle, Patrick Soltis, Paul Gordon, Perrin Krisko, Sabareesh Suresh, Tanya Kak, Vandita Sariya, Vanshica Kant, and Vedant Patil
Editors: Caroline Arkalji, Jeffrey D. Bean, and Medha Prasanna
Ongoing armed conflicts in Europe and the Middle East and a fractured trade relationship between the world’s two largest economies, the United States and China, mean the energy transition cannot take economic integration and its accompanying benefits for granted.
Special Report
By Raj Sawhney, Shayak Sengupta, and Gregory Wischer
Editor: Shayak Sengupta
By Kirat Singh, Tapas Peshin, Shayak Sengupta, Sumil K Thakrar, Christopher W Tessum, Jason D Hill, Inês M L Azevedo and Stephen P Luby
Absolute annual mortality ranges from less than 1 to over 650 deaths/year across units, and the mortality intensity of generation varies from under 0.002 to 0.43 deaths/GWh.
By Tapas Peshin, Shayak Sengupta, Sumil K Thakrar, Kirat Singh, Jason Hill, Joshua S Apte, Christopher W Tessum, Julian D Marshall and Inês M L Azevedo
Higher increases in pollution exposure are seen in scheduled castes/tribes, poor, and rural populations particularly in high coal production states.
By Shayak Sengupta and Abhinav Jindal
A close look at India's relationship to Just Energy Transition Partnerships.
By Shayak Sengupta
Without concerted policy efforts to incorporate the eastern states into India’s renewable fold, the region risks being left behind in reaping the benefits of transition.
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