2026

Who Will Pay for Climate Action Now?

Who Will Pay for Climate Action Now?

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.

Choke Points: How Security and Politics are Impacting Supply Chains

Choke Points: How Security and Politics are Impacting Supply Chains

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.

Ten Fault Lines That Will Define the Global Energy Transition

Ten Fault Lines That Will Define the Global Energy Transition

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.

Building AI into the Energy Future

Building AI into the Energy Future

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.

How the UAE’s Exit from OPEC Exposes the New Realities of Energy Diplomacy

How the UAE’s Exit from OPEC Exposes the New Realities of Energy Diplomacy

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.

As South America Shifts Right, Environmental Concerns Take a Back Seat

As South America Shifts Right, Environmental Concerns Take a Back Seat

By Andre Nicola

Across South America, governments are increasingly framing environmental regulation as a constraint on growth, investment, and national competitiveness. South America's political direction over the next several years will be an early test of whether economic development can be reconciled with environmental stewardship throughout the region.

Brains Over Brawn: A Smarter Approach to the AI Buildout

Brains Over Brawn: A Smarter Approach to the AI Buildout

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.

Demystifying the India-U.S. Trade Negotiations

Demystifying the India-U.S. Trade Negotiations

By Ashita Jain

The proposed India-U.S. trade deal discussions are distinct from traditional FTA negotiations, for they resemble a strategic economic partnership being negotiated under tariff pressure and in pursuit of an increasingly elusive sense of predictability for Indian exporters.

Challenges to Implementing the U.S.-Iran MoU

Challenges to Implementing the U.S.-Iran MoU

By Samriddhi Vij, Akram Zaoui, and Mahdi Ghuloom

In the early hours of June 15, U.S. President Donald Trump confirmed an announcement by Pakistani Prime Minister Shehbaz Sharif that a peace deal between the United States and Iran had been reached, iterating that both sides had declared “the immediate and permanent termination of military operations on all fronts, including in Lebanon.” ORF Middle East experts offer their quick takes.

Overcoming Hurdles in U.S.-India AI Infrastructure Cooperation

Overcoming Hurdles in U.S.-India AI Infrastructure Cooperation

By Dhruva Jaishankar and Jeffrey D. Bean

Earlier this month, India was among the first countries to receive expanded access to Anthropic's Claude Mythos large language model, but the White House decision to block all foreign access to Anthropic’s new Mythos and Fable models via export control elevates concerns regarding reliability of U.S. partnership and AI dependency. 

The EU’s Green Industrial Policy Goes on the Defensive with Industrial Accelerator Act

The EU’s Green Industrial Policy Goes on the Defensive with Industrial Accelerator Act

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.

How the United States and India Can Overcome the Sovereign Compute Trap in AI

How the United States and India Can Overcome the Sovereign Compute Trap in AI

By Rohan Sharma

The United States’ and India’s commitments are clear: pro-innovation regulation, joint next-generation data centers, and cooperation on advanced compute. But agreements do not operationalize themselves. What is needed is not another forum, but an interface. A jointly staffed mechanism, anchored in implementation agencies, becomes the only viable bridge.

U.S.-India Civil Nuclear Cooperation Advances Along Two Tracks

U.S.-India Civil Nuclear Cooperation Advances Along Two Tracks

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.

Building a Resilient Trade Architecture in the Global South

Building a Resilient Trade Architecture in the Global South

By Jhanvi Tripathi and Samriddhi Vij

Countries in the Global South are the fastest growing consumer markets with their growing and increasingly aspirational populations. Fulfilling this potential requires addressing deep connectivity gaps that have implications for the speed and cost of doing business.

High Oil Prices Create an Opportunity for the Global Biofuels Alliance

High Oil Prices Create an Opportunity for the Global Biofuels Alliance

By Anit Mukherjee and Caroline Arkalji

If implemented effectively, the Global Biofuels Alliance could help position biofuels not simply as a short-term response to supply disruptions, but as a more strategic pillar of long-term energy security, industrial development, and energy transitions.

Global South in the Crossfire: Strategic Competition and Managed Interdependence

Global South in the Crossfire: Strategic Competition and Managed Interdependence

By Soumya Bhowmick and Arya Roy Bardhan

For countries across Asia, Africa, and Latin America, the challenge is no longer simply how to engage Washington or Beijing diplomatically, but how to preserve developmental autonomy in an environment where great-power competition is restructuring markets, supply chains, and industrial choices.