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 Anit Mukherjee
As crude oil prices moderate and energy supplies become more predictable, India has an opportunity to address three key challenges.
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.
By Dhruva Jaishankar
What’s the latest on U.S.-India relations? Dhruva Jaishankar answers.
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.
By Caroline Arkalji
For utilities and developers, a robust U.S. battery-storage industry would reduce dependence on overseas suppliers, cut logistical and tariff-related costs, and accelerate project deployment. If the United States seizes this moment, it can position itself as a global leader in grid-scale battery manufacturing and deliver a more reliable, competitive, and secure energy system for the decades ahead.
By Marta Bengoa
Rather than reviving American manufacturing and boosting employment, the data from Trump’s “Liberation Day” tariffs tell a story of job losses in manufacturing, stagnant productivity in that sector, higher inflation across the economy, and economic uncertainty on a scale not seen in decades.
By Ashwini Thakre and Piyush Verma
China’s diplomatic control over sector may become the very trigger that unwinds its dominance. By weaponizing concentration, Beijing accelerated diversification efforts that many democracies had treated as optional. The shock exposed the liabilities of a system built on single-country dependence and encouraged a coordinated wave of investment across the United States, Europe, Japan, South Korea, and Australia.
By Benjamin Tkach and Vasabjit Banerjee
Submarine production difficulties affect the global marketplace and place a premium on domestic production. India’s pursuit of untested technologies elevates its risk, while Taiwan’s domestically produced system relies on foreign components. Both, therefore, have a lot to benefit from engineering and design cooperation in submarine production.
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