By Parul Bakshi and Samriddhi Vij
While the current crisis in the Middle East may not be permanent, Asia’s dependency on Middle Eastern crude is, necessitating a deeper examination of the structure and extent of this vulnerability.
India’s LPG Shortage: An Opportunity for Energy Subsidy Reforms
By Anit Mukherjee
The current crisis in the Middle East has demonstrated that ensuring energy security will remain a challenge for policymakers in the foreseeable future, especially for countries like India. At the same time, the current disruption provides an opportunity to initiate and build on energy sector reforms to make sure that countries are better prepared to deal with such shocks in the future.
Beyond ASML: Japan-South Korea-UAE-India Cooperation on Semiconductor Sovereignty
By Siddharth Yadav and Khush Advani
As AI reshapes economies, militaries, and societies, the nations that control the hardware pipeline will shape the rules of the emerging order. At present, that pipeline runs through a single bottleneck in Veldhoven, Netherlands. For middle powers, the choice is to either accept permanent dependency on a supply chain governed by the strategic priorities of others, or invest collectively in an alternative.
U.S.-India AI Cooperation Hinges on Standards and Infrastructure
Beyond Oil: How the Hormuz Closure Affects Defense Industries, Data Centers, Critical Minerals, and More
An Unstructured U.S. Critical Mineral Strategy Takes Shape
By Jeffrey D. Bean
If the U.S. government can facilitate practical, targeted bilateral engagements for mining and processing under the banner of Pax Silica and FORGE, these could support derisking semiconductor, AI, and critical mineral supply chains provided key Global South actors are engaged effectively and equitably.
The UAE, Bahrain, and the Security of the Strait of Hormuz
By Mahdi Ghuloom and Cauvery Ganapathy
What is noteworthy is that the UAE and Bahrain, two countries which have consistently advocated for a diplomatic resolution to the dispute, have now been forced to pivot towards seeking a more proactive approach aimed at securing the Strait under a UN-supported coalition.