June 2026

Challenges to Implementing the U.S.-Iran MoU

Challenges to Implementing the U.S.-Iran MoU

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.

Overcoming Hurdles in U.S.-India AI Infrastructure Cooperation

Overcoming Hurdles in U.S.-India AI Infrastructure Cooperation

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. 

The EU’s Green Industrial Policy Goes on the Defensive with Industrial Accelerator Act

The EU’s Green Industrial Policy Goes on the Defensive with Industrial Accelerator Act

By Sarah Salah

As the IAA continues to undergo amendments, its ultimate success will hinge on careful calibration. The EU will need to preserve channels for strategic foreign investment, especially in capital-intensive sectors where domestic capacity alone may fall short. If the Act is overly complex or restrictive, it risks deterring the very investment it seeks to shape.

How the United States and India Can Overcome the Sovereign Compute Trap in AI

How the United States and India Can Overcome the Sovereign Compute Trap in AI

By Rohan Sharma

The United States’ and India’s commitments are clear: pro-innovation regulation, joint next-generation data centers, and cooperation on advanced compute. But agreements do not operationalize themselves. What is needed is not another forum, but an interface. A jointly staffed mechanism, anchored in implementation agencies, becomes the only viable bridge.

U.S.-India Civil Nuclear Cooperation Advances Along Two Tracks

U.S.-India Civil Nuclear Cooperation Advances Along Two Tracks

By Vishal Manve

India’s nuclear future is increasingly unfolding along two parallel tracks, one rooted in indigenous strategic capability and the other in internationally integrated commercial innovation. For Washington, understanding and engaging both will be central to the next phase of U.S.–India civil nuclear cooperation.

Building a Resilient Trade Architecture in the Global South

Building a Resilient Trade Architecture in the Global South

By Jhanvi Tripathi and Samriddhi Vij

Countries in the Global South are the fastest growing consumer markets with their growing and increasingly aspirational populations. Fulfilling this potential requires addressing deep connectivity gaps that have implications for the speed and cost of doing business.

High Oil Prices Create an Opportunity for the Global Biofuels Alliance

High Oil Prices Create an Opportunity for the Global Biofuels Alliance

By Anit Mukherjee and Caroline Arkalji

If implemented effectively, the Global Biofuels Alliance could help position biofuels not simply as a short-term response to supply disruptions, but as a more strategic pillar of long-term energy security, industrial development, and energy transitions.

Global South in the Crossfire: Strategic Competition and Managed Interdependence

Global South in the Crossfire: Strategic Competition and Managed Interdependence

By Soumya Bhowmick and Arya Roy Bardhan

For countries across Asia, Africa, and Latin America, the challenge is no longer simply how to engage Washington or Beijing diplomatically, but how to preserve developmental autonomy in an environment where great-power competition is restructuring markets, supply chains, and industrial choices.