By Siddharth Yadav
Global corporate AI investment reached US$581.7 billion in 2025, more than double the previous year’s total, with most of it flowing to the economies that already dominate research and hardware. Economies with nascent domestic digital infrastructure, investment vehicles, research ecosystems, and governance frameworks risk being marginalized by the AI-driven future.
By Gopalika Arora
The retrenchment of finance is not merely a result of a temporary slowdown in climate finance commitments by the developed countries. It may also signal a deeper restructuring of the climate finance architecture driven by changing institutional priorities within the multilateral system that was expected to anchor the transition.
By Parul Bakshi and Lydia Powell
Over the past decade, three structural shifts have been reordering global energy trade, encompassing not only traditional oil and gas flows but also the rapidly growing cross-border trade in electricity and clean energy goods.
By Piyush Verma
For the Global South, the stakes are particularly high: the energy transition could unlock industrialization, resilience, and strategic bargaining power, but it could also reproduce older patterns of dependency through new technologies, standards, minerals, and financial asymmetries.
By Andreas Kuehn and Cauvery Ganapathy
While the integration of AI offers benefits for the optimization of energy systems through grid management, renewable energy integration, predictive maintenance, and accurate forecasting of alternative forms of energy, its energy-intensive nature could also negatively impact the countries and ecosystems seeking to adopt it.
By Siddharth Yadav
Global corporate AI investment reached US$581.7 billion in 2025, more than double the previous year’s total, with most of it flowing to the economies that already dominate research and hardware. Economies with nascent domestic digital infrastructure, investment vehicles, research ecosystems, and governance frameworks risk being marginalized by the AI-driven future.
By Gopalika Arora
The retrenchment of finance is not merely a result of a temporary slowdown in climate finance commitments by the developed countries. It may also signal a deeper restructuring of the climate finance architecture driven by changing institutional priorities within the multilateral system that was expected to anchor the transition.
By Andreas Kuehn and Cauvery Ganapathy
While the integration of AI offers benefits for the optimization of energy systems through grid management, renewable energy integration, predictive maintenance, and accurate forecasting of alternative forms of energy, its energy-intensive nature could also negatively impact the countries and ecosystems seeking to adopt it.
By Medha Prasanna
The oil age will not end because the world runs out of oil, but because oil reserves stop being worth pumping. The UAE has moved fast, not as just a knee-jerk reaction to the conflict in the region, but as a strategic divergence.
By Uma Vatsa and Shailesh Mishra
The AI industry is making large, long-lived bets on future demand, even as the technology itself is becoming more efficient. If AI systems become cheaper to run, more efficient to train, or less dependent on massively centralized compute, some of today’s infrastructure may prove oversized, poorly located, or economically fragile.
By Sarah Salah
As the IAA continues to undergo amendments, its ultimate success will hinge on careful calibration. The EU will need to preserve channels for strategic foreign investment, especially in capital-intensive sectors where domestic capacity alone may fall short. If the Act is overly complex or restrictive, it risks deterring the very investment it seeks to shape.
By Vishal Manve
India’s nuclear future is increasingly unfolding along two parallel tracks, one rooted in indigenous strategic capability and the other in internationally integrated commercial innovation. For Washington, understanding and engaging both will be central to the next phase of U.S.–India civil nuclear cooperation.
By Cauvery Ganapathy
In Venezuela’s case, as was the case with Iraq, it is the systematic domestic mismanagement of its resources coupled with inequities of political agency that diminished the value of its natural wealth. American engagement in Venezuela’s oil sector may soon demonstrate, like it did in the United States’ Iraqi sojourn, how deep-rooted these structural fractures are.
By Sarah Salah
There is no question that Greenland holds substantial mineral wealth. Most mining exploration sites in Greenland are located along the coast, making port infrastructure essential for transporting heavy equipment and extracted materials. Yet declining sea levels threaten the long-term viability of deep-water ports built today, potentially rendering them too shallow within decades.
By Mannat Jaspal, Parul Bakshi, Cauvery Ganapathy, Lydia Powell, and Piyush Verma
As we enter 2026, climate and energy policies are being shaped not only by decarbonization imperatives. Geopolitical upheaval, technological competition, economic transformation, supply chain resilience, and national security concerns are exerting influence over the future of energy and climate policies worldwide.
Observer Research Foundation America, 1100 17th St. NW, Suite 501, Washington DC 20036 USA
