Geopolitics News & Analysis
Iran War MOU: Harbinger of a New Mideast Order | Geopolitics Weekly
Taking a deep dive into the Iran war memorandum of understanding – an agreement as delicate as it is consequential for the future of American power in the Middle East.
Dawn of AI Geopolitics: Regulation, Norms, and Power Beyond Hardware
States are over-securitizing inputs and under-governing outputs, leaving the most consequential domains of AI power largely unregulated and open to capture.
Anthropic’s Fable Debacle and the Perils of Dual-use AI Technologies
The debacle surrounding the launch of Fable by Anthropic is only the tip of the iceberg of dual-use AI. If effective safeguards are not established, the AI arms race ensures that dangerous models will fall into the hands of bad actors.
The Geopolitics of Geo-Engineering: Weather Warfare vs. Climate Security
Geoengineering risks transforming the climate itself into an arena of geopolitical competition, where the atmosphere, sunlight, and weather systems become objects of strategic control.
Lessons Forgotten: Critical Minerals and Partisan Ideology in the U.S.
Administrations from both sides of the aisle have left US critical minerals supply chains highly vulnerable amid a return to great power politics. But stockpiling initiatives like ‘Project Vault’ suggest that Washington is beginning to remember the old truism that economics and geopolitics are inseparable.
Bringing the Bullion Back: Geopolitics Returns to Global Gold Markets
The New York Fed’s vault remains the largest sovereign gold repository in the world, but recent withdrawals suggest that geopolitical considerations are increasingly tilting the balance toward domestic storage, even among longstanding US allies.
For Russia, Regional Instability Means Opportunity in Central Asia
Faced with geopolitical setbacks across Eurasia, Moscow is turning to Central Asia - one of the few regions where Russian institutional influence persists in structured form - to solidify its influence amid a shifting global order.
The Global Water Governance Gap Is Becoming Untenable
Water is no longer a local or technical issue. It is a question of global stability, and the world's institutions need to start treating it as one.
Vietnam’s Starlink Pilot and Digital Sovereignty in Southeast Asia
Vietnam’s Starlink pilot reflects a new regulatory template for governing foreign-controlled endpoints, one that accepts the new geopolitical reality that AI compute facilities, cloud infrastructures, and data centers are assets of strategic concern to states.
Credibility Index: A Data-Driven Approach to Assessing the Resilience of US Power
Structural indicators of hegemony like military, institutional, and financial capacity suggest that the US global power is far more likely to decline than collapse outright.
AI with Chinese Characteristics
What does victory for Beijing in the US-China AI competition look like? Tighter control for the CCP at home and elevated criminal, military, censorship, and data security risks abroad.
Why States Do What They Do: An IR Theory Field Guide
A field guide to the four theories that actually explain international relations. None alone can explain the evolution of international society. But taken together, they are the best and only way to decode complex international events.
Deficits Risk Sidelining Austria from EU Geopolitical Strategy
If Vienna fails to restore its fiscal credibility, it risks becoming a “rule taker” rather than a rule maker at a time when Europe faces multiple geopolitical challenges.
Distributed Risk: Open-Source Software as Strategic Infrastructure
The 2024 XZ incident illustrates how open-source software (OSS) has become strategic infrastructure in the global economy, opening up new strategic vulnerabilities and new pathways to geopolitical leverage.
Sovereign Ecosystems: How Distributed Authority Is Rewiring Global Order
From the Sahel to Iraq, authority is produced through negotiation among distributed actors rather than imposed by centralized institutions. US diplomacy continues to ignore these sovereign ecosystems at its own peril.
The Strait of Hormuz and the Power of Chokepoints
The security of a few narrow waterways underpins much of the global economy, and one of them has effectively been closed.
No Leverage, No Exit: Turkey’s Dealmaking in Somalia
Turkey’s dealmaking in Somalia over the past decade tends to be assessed in isolation. But when the whole picture is considered a new model of middle power engagement begins to emerge, complete with new risks and structural dependencies.
Interests and Armageddon: The Third Gulf War Shakes West Asia
Examining the great power interests and religious millenarianism fueling the US-Israel Iran war.
Balkanizing Iran? US Strategy Risks Protracted Ethnic Conflict
Short-term, the policy of arming and supporting ethnic proxies could hasten the demise of the Islamic regime in Iran. But the longer-term blowback against US interests may not be worth the risk.
Iran’s Water Crisis: A National Security Imperative
Iran’s national security is no longer defined solely by armies, weapons, or borders—it now hinges on something far more fundamental: water.
