Energy & Climate
ORF America
India’s 2026-27 Budget Tackles Energy Security: ...

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.

India’s 2026-27 Budget Tackles Energy Security: Carbon Capture, Grid Stability, and More
Foreign Policy & Security
ORF America
Geopolitics, Defense, and Security: Turbulence ...

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.

Geopolitics, Defense, and Security: Turbulence Ahead
Economic Development
ORF America
The India-EU Trade Deal: Two Billion People, ...

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.

The India-EU Trade Deal: Two Billion People, One Economic Hedge
Energy & Climate
ORF America
How Australia, Canada, and India Can Reshape ...

By Holly Stevens and Siddharth Sharma

As demand for electric vehicles, battery storage, clean energy systems, and advanced technologies continues to accelerate, Australia’s resource base and mining history, Canada’s resource base as well as its mining and industrial capabilities, and India’s market scale and commitment to value-added manufacturing could support diversification across multiple stages of the value chain.

How Australia, Canada, and India Can Reshape Critical Minerals Supply Chains
Economic Development
ORF America
Trump's Greenland Reversal: From Tariff Threats ...

By Marta Bengoa

Speaking at Davos, Trump first ruled out using military force to acquire Greenland (after weeks of refusing to do so), then hours later announced what he called a "framework of a future deal" with NATO on Arctic security. Whether the framework leads to substantive Arctic security cooperation or remains another example of Trump declaring victory without achieving objectives, the damage to transatlantic economic relations has been done.

Trump's Greenland Reversal: From Tariff Threats to Negotiation

Dhruva Jaishankar

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.

China, Pakistan, and the Prospects of War

China, Pakistan, and the Prospects of War

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.

India’s Contributions to Security in the Western Pacific

India’s Contributions to Security in the Western Pacific

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.

India and South Korea: Opportunities for Industrial and Strategic Cooperation

India and South Korea: Opportunities for Industrial and Strategic Cooperation

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.

UK, India Could Be Relative Beneficiaries of Trump’s Tariff War

UK, India Could Be Relative Beneficiaries of Trump’s Tariff War

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.

Republicans and Democrats Still Uncertain about China

Republicans and Democrats Still Uncertain about China

By Dhruva Jaishankar

Both the Republican and Democratic National Conventions commenced their programs this month, indicating the few months left for the 2024 U.S. presidential election. But little has been said about the candidates' approach to American foreign policy, especially regarding the future of the United States' relationship with China.

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