2026

What Venezuela Could Learn from Iraq's Oil Export Challenges

What Venezuela Could Learn from Iraq's Oil Export Challenges

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.

The Iran War's Implications for the Gulf: Three Expert Perspectives

The Iran War's Implications for the Gulf: Three Expert Perspectives

By Samriddhi Vij, Kabir Taneja, and Akram Zaoui

Ten days into the U.S.-Israel strikes on Iran, the conflict has entered a more entrenched phase. With air and maritime connectivity significantly disrupted and President Trump maintaining uncompromising rhetoric, Gulf leaderships find themselves navigating a precarious balance between containment and active self-defense. ORF Middle East experts offer their concise analysis on the latest developments.

Impact, Development, and Deployment: A Grounded View of India’s AI Impact Summit

Impact, Development, and Deployment: A Grounded View of India’s AI Impact Summit

By Jeffrey D. Bean

The AI Impact Summit underscored India’s commitment to be seen as a leader for technology deployment to the Global South. In this way, India is attempting to serve as a bridge between the leading technology manufacturing countries and the societies where applied technology may have the biggest impact on quality of life, in areas like healthcare, education, and agriculture

Assessing Strategic Intent in a Widening Middle East Conflict

Assessing Strategic Intent in a Widening Middle East Conflict

By Dhruva Jaishankar

With ongoing strikes in the Middle East, the strategic intentions of Israel, the United States, Iran, and the Gulf Arab states are worth examining, for they will shape the intensity and scope of the war — as well as the long-term repercussions regardless of the outcome. 

Closed Networks, Open Risks: The Politics of Encrypted Messaging Apps

Closed Networks, Open Risks: The Politics of Encrypted Messaging Apps

By Priyasha Chakravarti

Political parties can use EMAs to more easily campaign and effectively target voters, plan party operations, and rally their supporters, free of outside interference. At the same time, unverified information and hate speech can circulate largely undetected, particularly in countries with limited oversight and regulatory capacity.

After Supreme Court Ruling, Trump Tariffs Continue with More Constraints

After Supreme Court Ruling, Trump Tariffs Continue with More Constraints

By Marta Bengoa

Using outdated balance-of-payments provisions designed for fixed exchange rates makes no sense under current monetary arrangements. Trump can continue imposing tariffs within constitutional boundaries, but the constraints now bind more tightly. Whether this leads to a more sensible trade policy or simply shifts chaos to different legal authorities remains to be seen.

India and Brazil: Translating Multilateral Cooperation into Robust Bilateral Ties

India and Brazil: Translating Multilateral Cooperation into Robust Bilateral Ties

By Anit Mukherjee

Lula’s state visit to India will underscore the important role of Brazil and India as leaders of the Global South helping countries navigate geopolitical uncertainty, rebalanced global trade and supply chains, rapid diffusion of transformational technologies, and accelerating impact of a changing climate. With the United States hosting the G20 this year, a strong relationship between the two countries will be critical to consolidate the achievements and keep the priorities of the Global South on the agenda.

Greenland’s Mineral Promise Is Limited by Geological Impediments

Greenland’s Mineral Promise Is Limited by Geological Impediments

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.

India’s Evolving Approach to Finance in its Trade Agreements

India’s Evolving Approach to Finance in its Trade Agreements

By Udaibir Das

When finance is discussed in the context of India’s trade agreements, the debate polarizes: either India is genuinely opening, or it remains stuck in defensive regulation. But neither captures what is happening: India is selectively binding regulatory discretion, exporting specific platforms, and keeping control over balance-sheet risks.

Education, Skills, Labor, and Immigration: Turning Risks Into Opportunities

Education, Skills, Labor, and Immigration: Turning Risks Into Opportunities

By Sunaina Kumar, Soumya Bhowmick, Anasua Basu Ray Chaudhury, Arpan Tulsyan, and Manish Vaidya

By 2033, the Global South is projected to account for 1.2 billion youths aged 15–24, yet only 480 million are projected to be enrolled in school, and about 420 million to secure employment, leaving nearly 300 million young people facing severely constrained opportunities. Equipping them with quality education and relevant skills is crucial.

Agriculture, Health, and Urbanization: Convergence of Transitions

Agriculture, Health, and Urbanization: Convergence of Transitions

By Nilanjan Ghosh, Ramanath Jha, Oommen C. Kurian, Soma Sarkar, and Shoba Suri

A distinctive feature of the year 2026 is the convergence of several transitions: food systems are being reshaped by regenerative practices and digital technologies, health governance is undergoing reform within a post-pandemic framework, and cities are simultaneously sites of vulnerability and centers of innovation.

The Future of Think Tanks in the Age of AI

The Future of Think Tanks in the Age of AI

By Katherine Salinas

As AI rapidly transforms the landscape of research and knowledge production, think tanks face an existential question: what is their role when AI agents can conduct research at speeds no human could match? 

Climate and Energy Transitions: Hanging in the Balance

Climate and Energy Transitions: Hanging in the Balance

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.

Technology: Brave New World

Technology: Brave New World

By Anirban Sarma with Sauradeep Bag, Anulekha Nandi, Prateek Tripathi, and Siddharth Yadav

The year 2025 saw several disruptive and emerging technologies advance from rhetoric, and experimentation, into ongoing expansion, to an accelerated phase of growth. At the same time, there emerged a rising sense of urgency about the need for digital sovereignty. Taken together, AI, quantum computing, digital currencies, and nanotechnology represent a frontier where technology, power, and the political economy increasingly converge.

Geoeconomics and Trade: A Year of Rebalancing

Geoeconomics and Trade: A Year of Rebalancing

By Anit Mukherjee with Dhruba Purkayastha, Arya Roy Bardhan, Srijan Shukla, and Jhanvi Tripathi

The “reciprocal tariffs” announced by the United States in early April disrupted the global trade flows and unsettled the multilateral system built over several decades. As a result, global players are adjusting to this new reality and altering their behavior beyond tariff measures to safeguard their own interests.

India’s 2026-27 Budget Tackles Energy Security: Carbon Capture, Grid Stability, and More

India’s 2026-27 Budget Tackles Energy Security: Carbon Capture, Grid Stability, and More

By Piyush Verma

India’s latest Union Budget marks a subtle but important shift in how the country is framing its energy priorities. Rather than centering the narrative solely on clean energy targets or renewable capacity additions and relevant policy support, the Budget signals a broader and more mature emphasis on energy security.

Geopolitics, Defense, and Security: Turbulence Ahead

Geopolitics, Defense, and Security: Turbulence Ahead

By Dhruva Jaishankar with Pratnashree Basu, Kartik Bommakanti, Lindsey Ford, and Kabir Taneja

The re-election of Donald Trump in the United States (US) has introduced a wave of turbulence to the international system, reversing certain pre-existing trends while accelerating others. Meanwhile, the war in Ukraine continues to contribute to Europe’s rearmament. Israel’s strikes in Iran, Syria, Qatar, and Yemen reflect broader upheaval spreading across the Middle East and beyond. China’s competition with the US persists, extending across multiple domains and regions. Amid this backdrop, at least five major geopolitical megatrends are likely to unfold.

The India-EU Trade Deal: Two Billion People, One Economic Hedge

The India-EU Trade Deal: Two Billion People, One Economic Hedge

By Marta Bengoa

The India-EU free trade agreement will connect over two billion people across a market representing nearly a quarter of global GDP. But the real story isn't about size. It's about timing. After seventeen years of false starts and negotiations, both parties finally grasped what's at stake: in a world fragmenting between Washington's capricious tariffs and Beijing's economic coercion, this deal is economic insurance.