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1. What Happens If the United States Leaves the WTO?

Author:
James Bacchus
Publication Date:
06-2026
Content Type:
Policy Brief
Institution:
The Cato Institute
Abstract:
Aresolution before Congress calls for US withdrawal from the World Trade Organization (WTO). Both international law and US law permit withdrawal. The case for withdrawal, however, is misguided and misinformed. Much of what is said and widely believed about the effects of WTO membership on the United States is simply untrue. In fact, American membership in the WTO has been for decades and remains today enormously beneficial economically to US businesses, workers, and consumers. Withdrawal by the United States from the WTO would result in the loss of many of these economic benefits, including those derived from decades of accumulated trade commitments made by the 165 other member countries on thousands of different US goods and services traded within the WTO legal framework; those resulting from the commercial shield of WTO rules forbidding trade discrimination against US exports; and those emanating from the availability to the United States of an impartial, binding, and enforceable system of WTO trade dispute settlement. Moreover, withdrawal by the United States would cede US leadership in the WTO to other leading trading countries, including the second-largest trading country in the world, China. Trade is a win-win economically for all WTO members. WTO membership maximizes the overall economic gains from engaging in trade. The United States should remain in the WTO and help lead it toward needed reforms that will make it more beneficial to all in the modern global economy of the 21st century.
Topic:
Economics, Geopolitics, Trade, and WTO
Political Geography:
North America and United States of America

2. The New Development Bank’s Contribution to the Energy Transition Process in the BRICS Countries (2016-2023)

Author:
Maria Elena Rodriguez, Rafaela Mello Rodrigues de Sá, Octávio Henrique Alves Costa de Oliveira, and Renan Guimarães Canellas de Oliveira
Publication Date:
12-2026
Content Type:
Policy Brief
Institution:
BRICS Policy Center
Abstract:
Considering the growing relevance of the Multilateral Development Banks (MDBs) in the task of financing the global energy transition process, it is important to understand the efforts of these institutions to establish projects aimed at reducing carbon emissions in the most diverse sectors of the economy, and especially in the energy sector. This document looks specifically at the role that the New Development Bank (NDB) plays in this process, presenting an overview of its loan portfolio and targets in terms of contributions to the energy transition process. The NDB, also known as the BRICS Bank, stands out in its institutional strategies in the area of Clean Energy, one of its operational objectives, setting a target for the year 2026 of directing 40% of all its financing to projects aimed at climate change, including operations that contribute to the energy transition (NDB, 2022a, p. 28).
Topic:
Development, Banks, BRICS, Energy Transition, and Multilateral Development Banks (MDBs)
Political Geography:
Russia, China, Iran, Indonesia, India, South Africa, Brazil, Ethiopia, Egypt, and United Arab Emirates

3. Taking Stock of Brexit

Author:
Iain Begg
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
LSE IDEAS
Abstract:
J ohn Curtice, the UK’s foremost polling expert, wrote recently that ‘politicians do not talk much about Brexit these days’ (Curtice, 2025). In Germany, too, Brexit has largely disappeared from view, according to a prominent journalist consulted in the preparation of this blog. Another expert, Anand Menon, told AP News on the fifth anniversary of the UK leaving the EU that Brexit had ‘changed our economy’, adding that ‘our politics has been changed quite fundamentally’ (Lawless, 2025). His view is that, in electoral politics, conventional political cleavages have been supplanted by ‘a new division around Brexit’ (Lawless, 2025). In much of the EU, the 2025 anniversary elicited many articles characterised by a combination of acknowledgment that Brexit had failed to deliver, resignation about the UK’s fate and a sense of growing disinterest. The Austrian newspaper Kourier summed up these sentiments: “Von skurril bis tragisch: Eine Bilanz nach fünf Jahren Brexit [From bizarre to tragic, a stocktake after five years of Brexit]” (Bauer, 2025). However, Brexit is a process, rather than a discrete event, and some of its effects are both contested and take time, and are often seen through ideological rather than analytic lenses. A useful way to assess its consequences is to distinguish between three key dimensions: economic, social and governance related. The overall economic effects of Brexit have mainly been negative on both sides of the English Channel, albeit uneven, although some critics regard the magnitudes as having been exaggerated.
Topic:
European Union, Economy, Brexit, and Domestic Politics
Political Geography:
United Kingdom and Europe

4. Energy Data Spaces and Market Power: a new challenge for data sovereignty and its governance

Author:
Emanuele Giovannetti
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
LSE IDEAS
Abstract:
This paper examines how the digitalisation of energy markets, driven by smart meter data and Energy Data Spaces, is reshaping competition in retail electricity services. It analyses the implications for market power, consumer outcomes, and data sovereignty, highlighting the regulatory challenges posed by data-driven business models that operate across national boundaries.
Topic:
Markets, Governance, Regulation, Digitalization, and Energy
Political Geography:
Global Focus

5. Adapting Benin’s Battle with Violent Militant Groups

Author:
Anouar Boukhars
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
Africa Center for Strategic Studies
Abstract:
Persistent militant Islamist group attacks in the northern border regions of Benin have posed a growing security threat to the coastal West African region. Benin has made noteworthy institutional reforms to strengthen its defense and security forces. Yet, accelerated and refocused training is needed to translate this into more adaptive, operational capabilities to effectively counter the militant insurgency. Empowering local commanders, pairing enhanced force mobility with strike capability, and fusing interagency intelligence sharing are priority operational adaptations needed to sustain pressure on the insurgents. Effective counterinsurgency in northern Benin requires operationalizing a population-centric protection model and ethos embedded within the defense and security forces.
Topic:
Governance, Reform, Islamism, and Instability
Political Geography:
Africa and Benin

6. The means of prediction and the production function of AI

Author:
Maximilian Kasy
Publication Date:
02-2026
Content Type:
Policy Brief
Institution:
Economics for Inclusive Prosperity (EfIP)
Abstract:
The real AI governance challenge: Who gets to decide what AI systems optimize for? Current debates miss that AI conflicts are between different groups of people, not humans vs. machines. Power flows from control of AI inputs: Those who control the means of prediction (data, computing power, expertise, and energy) determine AI objectives. Current governance approaches fail: Individual privacy rights and market mechanisms can’t address AI’s collective harms and benefits. Democratic control is the solution: Give stakeholders affected by AI decisions a voice in setting AI objectives.
Topic:
Science and Technology, Governance, Regulation, Privacy, Artificial Intelligence, and Prediction
Political Geography:
Global Focus

7. How the EU can pursue strategic cooperation on secondary raw materials with the Western Balkans

Author:
Edoardo Righetti, Deniz Tekin, and Vasileios Rizos
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
Centre for European Policy Studies (CEPS)
Abstract:
Europe’s green and digital transitions are increasing demand for critical raw materials (CRMs), just as geopolitical risks and trade tensions are reshaping global supply chains. In recent years, the EU has taken steps to secure and diversify supplies through building strategic partnerships with resource-rich countries, which also includes recovering CRMs from mine waste and tailings. The Western Balkans region stands out as a natural partner, given their already close integration with EU markets and transport networks, and their legacy of old industrial sites and mine tailings. Such a partnership could lead to several mutual benefits – for the EU, more resilient and circular CRM value chains which correspond with its strategic autonomy and sustainability objectives, and for the Western Balkans, by rehabilitating legacy sites and advancing green and circular policies tied to the Green Agenda and the enlargement framework. This CEPS Policy Brief dives into three priority areas for EU-Western Balkans cooperation on secondary raw materials that policymakers should pay more attention to.
Topic:
Regional Cooperation, European Union, Supply Chains, Green Transition, Digital Transition, and Critical Minerals
Political Geography:
Europe and Western Balkans

8. Restraint and Diplomacy in Arctic Policy: Cooperation Amid U.S.-Russia-China Tensions

Author:
Pavel Devyatkin
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
Quincy Institute for Responsible Statecraft
Abstract:
In recent years, the Arctic has become the site of both great-power cooperation and competition. While the 2025 Alaska summit between Presidents Putin and Trump reflected a thaw in U.S.–Russia relations, U.S. interest in acquiring Greenland has cast doubt on continued U.S. cooperation with both Russia and China in the region. This brief details how a combination of restraint and proactive diplomacy in the Arctic — built upon shared interests and a recognition of competitive coexistence — will best serve the United States. The second Trump administration has called for American Arctic dominance, viewing the region as an energy source and as an opportunity to monopolize resources and to establish its Western Hemisphere force posture. Russia views the Arctic through a similar lens of resources and sovereignty, as it ramps up its military presence while intensifying efforts to extract natural resources. China’s influence in the region has steadily increased, as it collaborates with Russia, while advancing scientific research, sustainable development, and multilateral climate cooperation. The United States has come to see increasing Russia–China collaboration in the Arctic as a threat to U.S. national interests. But rather than responding to this deepening relationship through unilateralism, the U.S. should recognize that competitive coexistence and trilateral cooperation are more beneficial. This approach avoids zero-sum confrontation and minimizes accidental escalation while maintaining U.S. force projection, maximizing resource extraction, and promoting scientific collaboration. Toward this end, this brief recommends that the Trump administration: Establish trilateral maritime safety and search-and-rescue, SAR, operations, a system that exchanges real-time information, conducts joint training exercises, and invests in port and coast guard infrastructure. Such cooperation would lower shipping costs, improve safety, and encourage economic development — goals shared by the United States, Russia, and China. Institutionalize direct, reliable U.S.–Russia–China communication channels, including a dedicated Arctic hotline for incident reporting and a security digital platform for real-time vessel tracking. Such transparency minimizes the chances of miscalculation, particularly with nuclear assets in the region. Revitalize the Arctic Council to enable communication among the three major powers, the eight Arctic states, and Indigenous representatives. Initiate a trilateral arms control framework, using reductions in Arctic military exercises as a springboard for broader arms control and security arrangements.
Topic:
Foreign Policy, Diplomacy, International Cooperation, Strategic Competition, and Great Powers
Political Geography:
Russia, China, Asia, North America, Arctic, and United States of America

9. Prospects and Problems for Reinvigorating Superpower Nuclear Cooperation

Author:
Ariel Petrovics
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
Quincy Institute for Responsible Statecraft
Abstract:
A three-way nuclear arms race between the United States, China, and Russia looms — an escalation that would erode global nonproliferation and usher in an era of unchecked nuclear proliferation. This brief offers a path to preventing this destabilizing outcome through pragmatic nuclear cooperation — an approach that has strong historical precedent and accords with the strategic interests of all three nuclear superpowers. Superpower cooperation historically underpinned the global nuclear nonproliferation regime, but increasing great power competition erodes this entire system of international security. China and Russia have each modernized and expanded their nuclear programs and adopted more aggressive nuclear postures. The United States, in turn, has approved a nearly $2 trillion nuclear modernization program. This burgeoning arms race heightens risks of inadvertent escalation, as each of the superpowers become increasingly reliant on nuclear brinkmanship to hold off the growing capabilities of their adversaries. The deteriorating nuclear security environment places pressure on other states to similarly seek their own nuclear arsenals while weakening the nonproliferation tool kit that previously prevented these states from breaking out. As more armed states join the fray, they in turn multiply the number of potential nuclear flashpoints around the world. Reinvesting in superpower cooperation on nuclear security is not an idealistic bid for goodwill. Rather, halting unchecked competition is a pragmatic strategy that serves the interests of the United States, Russia, and China. It preserves a global nuclear system that has safeguarded the superpowers’ dominance for decades. Weakening it, on the other hand, undermines the international marketplace that has preserved U.S. dominance in private industry and innovation. Russia and China, in turn, risk a multifront nuclear competition, as proximate U.S. allies choose uncontrolled independent arsenals over existing security umbrellas. The superpowers can still step back from the abyss by reviving nuclear cooperation. Toward that objective, this brief recommends that the Trump administration: Accept Russia’s offer to extend New START for a year, paired with verification pathways and transparency measures. Reinvigorate existing direct lines of communication (i.e., hotline systems) with both Russia and China. Initiate trilateral nuclear discussions with Russia and China toward the goal of capping arsenals at parity on specific warheads and delivery systems.
Topic:
Security, International Cooperation, Nuclear Weapons, Nonproliferation, and Great Powers
Political Geography:
Russia, China, and United States of America

10. Understanding Global South Perspectives on Taiwan

Author:
Henrietta Levin and Hugh Grant-Chapman
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
To develop a better understanding of Global South perspectives on cross-Strait dynamics and Taiwan’s engagement with the developing world, the CSIS Freeman Chair in China Studies convened an international task force consisting of 20 leading scholars and practitioners from Latin America, Africa, the Middle East, South Asia, and Southeast Asia. Over the course of four workshops, task force members analyzed the increasing support that many Global South countries have offered for Beijing’s position on Taiwan, and how U.S. policy affects the position of Global South countries. They also considered opportunities for Taiwan to enhance its economic, diplomatic, and people-to-people engagement across the Global South. This brief summarizes the key takeaways from the task force’s deliberations.
Topic:
Foreign Policy, Geopolitics, Global South, and Strategic Engagement
Political Geography:
China, Taiwan, Asia, and Global South

11. Europe Needs an ASAP Program for Air Defense

Author:
Max Bergmann, Otto Svendsen, and Jonathan Burchell
Publication Date:
03-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
Operation Epic Fury, the ongoing U.S.-Israeli military campaign against Iran, is consuming vast quantities of air defense interceptors—expensive munitions that were already in critically short supply before the operation was launched. European countries depend heavily on U.S.-produced air defense systems and munitions for their own defense and for protecting Ukraine. During the winter, Russian missiles and drones bombarded Ukrainian forces, as well as its cities and energy infrastructure, making air defense munitions vital to Ukraine’s survival. Europe now faces a looming crisis: The U.S.-made interceptors it needs, both for Ukraine today and for its own rearmament against Russia, may simply not be available. In response, European states should launch a crash program to rapidly expand production of European-made air defense systems and interceptors. Modeled on the European Union’s 2023 Act in Support of Ammunition Production (ASAP), a new “ASAP for Air Defense” would channel EU funds into European munitions and systems—such as the IRIS-T, SAMP/T, and NASAMS systems—to reduce dependence on U.S. suppliers for the medium-range and cruise missile defense systems where European alternatives exist.
Topic:
International Security, Geopolitics, Russia-Ukraine War, and Air Defense
Political Geography:
Russia, Europe, and Ukraine

12. Deepening Strategic Alignment: Priorities for the U.S.-Japan Alliance

Author:
Kristi Govella and Nicholas Szechenyi
Publication Date:
04-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
With new leadership in both countries, Japan and the United States are facing an increasingly uncertain global environment. As Japan prepares to revise its core national strategy documents, it is a particularly important time for Tokyo and Washington to deepen their strategic alignment. Although bilateral cooperation continues to proceed relatively smoothly at the operational level, there is a pressing need to articulate a strategic vision to guide alliance priorities and facilitate effective implementation of common objectives.
Topic:
Foreign Policy, Bilateral Relations, Alliance, and Strategic Partnerships
Political Geography:
Japan, Asia, North America, and United States of America

13. Monitoring Demilitarised Zones in the Age of Uncrewed and AI Systems: Lessons from the Korean DMZ

Author:
Michael M. Bosack
Publication Date:
04-2026
Content Type:
Policy Brief
Institution:
The Geneva Centre for Security Policy (GCSP)
Abstract:
Demilitarised zones (DMZs) have demonstrated their utility in post-war peace processes. They separate forces, mitigating the risk of deliberate aggression or accidental incidents alike. However, the effective monitoring of DMZs can be challenging, because they tend to cover wide areas, sometimes with dangerous terrain replete with human-made and natural hazards. As such, parties responsible for monitoring DMZs rely on a passive posture where they simply respond to reported incidents, an active posture using personnel or technology wherever resources and the terrain will allow, or a combination of the two. With continued advances in uncrewed systems and artificial intelligence (AI), there are now ever-increasing calls for the employment of these technologies in DMZ monitoring functions. This is true of the Korean DMZ, a 240 km-long, 4 km-wide swathe of land that bifurcates the Korean Peninsula between the Democratic People’s Republic of Korea (or North Korea) and the Republic of Korea (or South Korea). In this area, the South Korean government is seeking to enhance its monitoring capabilities by using uncrewed and AI-based systems. In theory, there are many benefits to this approach, but in practice, policymakers and practitioners must address five inter-related dilemmas to ensure that these technologies actually support peace implementation instead of contributing to unintended conflict and tension. The problems associated with these dilemmas are not insurmountable, but they require deliberate steps and conscious implementation to maximise the opportunities that modern technologies provide while mitigating their risks. The lessons from the Korean DMZ are applicable in any post-war demilitarized zone, including the one envisioned between Russia and Ukraine. This Policy Brief proceeds as follows. It first outlines the function of DMZs in post-war environments and the practical challenges associated with monitoring them. It then examines the potential advantages that uncrewed and AI-enabled systems offer in addressing these challenges. Next, it assesses the implications of five inter-related policy dilemmas – legal, moral, technological, practical, and security – that arise from introducing such systems into DMZ contexts. This analytical framework is then applied to the Korean DMZ as a contemporary case study. Finally, policy recommendations are advanced aimed at ensuring that the use of emerging technologies strengthens, rather than undermines, peace implementation and long-term stability in DMZs.
Topic:
Security, Science and Technology, Artificial Intelligence, Post-Conflict, and Demilitarized Zones (DMZs)
Political Geography:
Asia, South Korea, and North Korea

14. Managing the Transatlantic Relationship in the Absence of US Leadership: Understanding the Trump Administration’s National Security Strategy

Author:
Paul Fritch
Publication Date:
03-2026
Content Type:
Policy Brief
Institution:
The Geneva Centre for Security Policy (GCSP)
Abstract:
The Trump administration’s December 2025 National Security Strategy (NSS) represents a radical shift in US foreign policy, involving a move from global leadership of a rules-based international order to unabashed nationalism and regional hegemony. The new strategy no longer views the country’s sprawling network of alliances and partnerships and its ability to attract and integrate high-level talent from around the world as unique strengths, but rather as vulnerabilities to be mitigated. However, as jarring as these substantive changes are, the document’s structural changes and the irregular process that produced it may prove more significant in demonstrating just how sharply Washington is turning away from 80 years of bipartisan foreign policy consensus. The change is evident not just in the Trump administration’s policies, but – crucially – in the decision-making process that produces them. The new NSS is best understood as the formalisation of the administration’s abandonment of traditional policy coordination and strategic planning itself, an effort that has included the removal of senior career diplomats, military commanders, and intelligence officers; the systematic dismissal of senior judge advocates general and inspectors general; and the firing of many National Security Council (NSC) staff. The collective result of these steps, which find their natural culmination in the NSS and the National Defense Strategy (NDS) that followed in January 2026, is a policymaking process that is less informed by objective intelligence and analysis, less constrained by legal and policy advice or alliance consultation, and thus more subject to impulsiveness and ideological influence. Both of these developments – a new “America First” nationalism that eschews multilateral constraints and an erratic decision-making process that produces unpredictable and often impracticable outcomes – require a fundamental assessment by the country’s partners of their approach to the United States, both bilaterally and within established multilateral frameworks. This Policy Brief examines the practical implications of the 2025 NSS and the dramatically changed decision-making process it represents. For transatlantic allies and other middle powers, the central question is no longer whether US strategy has changed, but how to operate effectively in an environment of reduced predictability and diminished US strategic anchoring.
Topic:
Foreign Policy, National Security, Transatlantic Relations, and Donald Trump
Political Geography:
Europe, North America, and United States of America

15. Necessary Neighbors: Poland and Ukraine Must Stabilize Their Strained Partnership

Author:
Yuliia Korotia
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
German Marshall Fund of the United States (GMFUS)
Abstract:
Since the beginning of Russia’s full-scale invasion in 2022, Polish-Ukrainian relations have moved from a phase of exceptional solidarity to one of mounting tension and deepening structural strain. What initially seemed to be a long-term strategic partnership grounded in shared security interests has evolved into a more fragmented and fragile, at times almost hostile, relationship. This shift, visible across political, economic, and social dimensions, risks undermining not only bilateral cooperation but also the broader foundations of regional stability at a moment of ongoing war, strategic uncertainty in Europe, and a potentially antagonistic transatlantic relationship. If Poland and Ukraine fail to adopt a more realistic, constructive, and mutually attentive approach to the partnership, their cooperation will weaken in ways that directly affect military logistics, EU cohesion, regional resilience, and resistance to hybrid threats. Understanding how the relationship has changed, and what deeper dynamics are driving this, is essential for assessing the risks ahead and identifying pathways to improve the relationship.
Topic:
Foreign Policy, Bilateral Relations, European Union, Russia-Ukraine War, and Strategic Partnerships
Political Geography:
Europe, Ukraine, and Poland

16. Lost in Definition: How Confusion over Agentic AI Risks Undermining U.S. Governance Frameworks

Author:
Yasir Atalan, Ian Reynolds, and Benjamin Jensen
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
“Agentic AI” is an umbrella term that covers a wide range of systems from basic chat assistants to complex autonomous workflows. This ambiguity risks undermining U.S. governance frameworks and creating procurement vulnerabilities that expose organizations to mismatched capabilities and unaccounted risks. If the same vague word is applied to a helpful chatbot and a combat-ready swarm, the United States could accidentally deploy a system with the power to start an operation before that system understands the context or risks involved. The danger is not that the AI lacks intelligence, but that it lacks judgment; a system might be smart enough to execute a task perfectly yet fail to realize that a sudden change in the local situation makes that task a catastrophic mistake. This is particularly critical in national security environments where decisionmaking stakes are high. There is a need for clearer context charts for AI workflows so that commanders know exactly which tasks a machine can handle alone and exactly which who is responsible if the machine makes a mistake. The U.S. government must establish a relational, capability-based taxonomy that specifies where systems sit in workflows, what authorities they exercise, and how accountability is distributed. This approach shifts acquisition and oversight from a narrow focus on technical features to understanding broad organizational impact and ensuring evaluation matches real operational risk.
Topic:
Governance, Cybersecurity, Geopolitics, Artificial Intelligence, Economic Security, and Defense Spending
Political Geography:
North America and United States of America

17. The Rise of “Watt’s Law” and Why Power Could Put a Ceiling on American Innovation

Author:
Maryam Cope
Publication Date:
02-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
A foundational advantage of the U.S. digital economy is weakening. For decades, Moore’s Law and Dennard scaling delivered steady improvements in computing performance while keeping energy costs manageable and underpinning productivity growth, industrial competitiveness, and national security capabilities. AI workloads upend these assumptions. Modern AI systems depend on massive parallelism, continuous data movement, and sustained operation across large clusters, making energy utilization and availability more important than peak chip performance. This shift defines the emergence of “Watt’s Law.” Under Watt’s Law, AI capability scales with available power growth multiplied by system-wide innovation driven by full-stack optimization across hardware, software, networking, and operations. This can be measured by growth in tokens per joule of energy. Power is now the significant binding constraint on AI progress. National competitive advantage increasingly depends on who can most efficiently convert electricity into sustained, real-world AI output, rather than who builds the smallest transistors. The implications are strategic. Failure to adapt to a power-constrained scaling regime risks forfeiting a key source of productivity growth and long-term advantage in AI-enabled economic and national security capabilities. It also has implications for U.S. partnerships with energy-rich allies.
Topic:
Science and Technology, Cybersecurity, Innovation, Artificial Intelligence, and Sustainability
Political Geography:
North America and United States of America

18. China’s Solar Industry Is in Upheaval—The Effects Will Be Global

Author:
Michael Davidson and Sandy Qian
Publication Date:
03-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
Over the past few years, China’s solar industry has entered a period of intense upheaval. Price wars and margin compression have forced industry leaders—including Jinko Solar, Trina Solar, and JA Solar—to report significant losses. These firms, along with LONGi Green Energy and Tongwei—the industry’s top five—slashed their workforce by over 30 percent in 2024. The market is facing industry consolidation and exits not seen in over a decade, as over 40 smaller firms have filed for bankruptcy, been acquired, or exited the market. Chinese regulators are accelerating this process, which will have ripple effects across global solar markets. Several critical questions arise: Does this phase erode China’s leadership in solar, or entrench it further? Is it a window for others to close the gap, or a prelude to deeper market displacement? And when the current wave of capacity consolidation settles, what will the next global competitive order look like? The answer is already emerging. Rather than opening space for rivals to catch up, the current shocks are forging a more resilient Chinese solar core. By embedding deeper into global value chains and securing a technological lead, China is effectively reshaping the industry’s future trajectory to its own long-term advantage.
Topic:
Sustainability, Industry, Solar Power, and Energy
Political Geography:
China and Asia

19. Practical H-1B Reforms to Serve U.S. Economic Interests

Author:
Philip Luck and Thibault Denamiel
Publication Date:
02-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
In its first year, the second Trump administration has implemented substantial changes to the H-1B immigration program. Some of these changes will create significant economic harm; others have the potential to improve efficiency and support industrial policy goals, with further adjustments. In September 2025, the administration announced a $100,000 fee on new petitions for H-1B visas outside of the United States, a likely prohibitive increase in costs for many firms seeking to hire skilled immigrant labor. In parallel, the administration released a final rule last December to increase the visa lottery system’s allocation efficiency. The administration’s lottery reform would benefit from additional changes to better distribute the economic dividends of skilled immigration to underserved geographies and priority sectors. Such policy changes are critically important to U.S. competitiveness, given the program’s track record of success in attracting global talent and driving economic growth. To strengthen the United States’ technological advantage, innovation ecosystem, and economic prosperity, policymakers should look to expand the H-1B program and reform its incentives while limiting costly new barriers to its use.
Topic:
Reform, Innovation, Economic Security, Immigration Policy, and H-1B Visa
Political Geography:
North America and United States of America

20. Energy Infrastructure and the Defense Industrial Base

Author:
Joseph Majkut, Alexander Palmer, and Raj Sawhney
Publication Date:
03-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
Can the energy infrastructure serving the U.S. defense industrial base sustain production under mobilization? This paper focuses on three scenarios for mobilization consistent with baseline production, defense buildup, and peer war. Using embodied energy methods, the research team estimates that war production rates would require 17.4 petajoules (PJ) of energy annually, a relatively small amount nationally, but one that would need to be concentrated at facilities in already stressed grid regions. Facilities for the defense-critical production of steel, aluminum, titanium, and semiconductors are clustered in regions already facing eroding reserve margins and surging data center demands. Natural gas deliverability constraints compound these risks, as key facilities depend on gas both as direct fuel and as the primary source of regional electricity generation. This paper recommends extending defense-critical electric infrastructure designations to industrial nodes, creating dedicated permitting and finance pathways to facilitate energy production, and integrating energy resilience into supply chain risk assessments.
Topic:
Climate Change, Energy Policy, Infrastructure, Geopolitics, Sustainability, and Defense Industry
Political Geography:
Global Focus