By Dhruva Jaishankar
What’s the latest on U.S.-India relations? Dhruva Jaishankar answers.
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 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.
By Pietro Zecca
Pursued only through scattered pilot projects, industrial decarbonization stays fragmented and slow. Organized as clusters, it becomes more practical and politically durable, connecting climate finance to visible assets and bridging decarbonization with development.
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 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.
By Dhruva Jaishankar
The latest Quad joint statement highlights how economic security is receiving priority at this juncture, critical and emerging technologies are being somewhat marginalized by unilateral and bilateral efforts, and efforts of maritime security continue to progress in a more workmanlike manner.
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.
By Dhruva Jaishankar
The prospects of a major war involving China and the United States, and a limited war between Pakistan and India, are perhaps higher in the next three years than they have been over the preceding quarter century. Moreover, these two scenarios are connected by an increasingly intertwined China-Pakistan military relationship, which now extends beyond arms transfers to shared networks and emulated doctrines.
By Dhruva Jaishankar and Ammar Nainar
As China and the United States jostle for position, India has a modest but meaningful role to play as a security provider in the Western Pacific. Beyond the Indian Ocean, its ability to improve interoperability with willing and capable partners and assist in capacity-building efforts have only increased, notwithstanding the tenor of relations with the United States.
By Dhruva Jaishankar
The newly-elected presidency of Lee Jae Myung in South Korea has created an opportunity to advance India-South Korea relations. The greatest potential for cooperation between the two countries involves aligning South Korea’s dynamic industrial capabilities with India’s own industrialization efforts.
By Dhruva Jaishankar
Trump’s April 2 announcement has already roiled financial markets, and the global economy will continue to be adversely affected both by the implementation of tariffs and by uncertainty as negotiations proceed. But while there will be no immediate winners, some parties appear relatively better off.
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