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221. 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

222. Using Minerals and Energy to Rebuild the U.S.-South Africa Relationship

Author:
Gracelin Baskaran
Publication Date:
03-2026
Content Type:
Working Paper
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
The United States is quietly losing access to the minerals that underpin its defense systems, semiconductor manufacturing, and reindustrialization agenda—not through geopolitical confrontation, but through commercial neglect. South Africa is the dominant U.S. supplier of platinum group metals, chromium, manganese, and military-grade vanadium, and no allied nation comes close to matching its combination of mineral wealth, processing capacity, and technical expertise. Yet rising energy costs and crumbling infrastructure are pushing South Africa’s processing sector toward closure, and without intervention, that capacity will continue migrating to China by default. As political tensions between Washington and Pretoria have intensified, it is worth remembering what is actually at stake: a supply relationship built over more than a century that would be extraordinarily costly to lose and nearly impossible to replace.
Topic:
Bilateral Relations, Trade, Economic Security, Semiconductors, Energy, and Critical Minerals
Political Geography:
Africa, South Africa, North America, and United States of America

223. Russia’s Grinding War in Ukraine: Massive Losses and Tiny Gains for a Declining Power

Author:
Seth G. Jones and Riley McCabe
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
Despite claims of battlefield momentum in Ukraine, the data shows that Russia is paying an extraordinary price for minimal gains and is in decline as a major power. Since February 2022, Russian forces have suffered nearly 1.2 million casualties, more losses than any major power in any war since World War II. At current rates, combined Russian and Ukrainian casualties could reach 2 million by the spring of 2026. After seizing the initiative in 2024, Russian forces have advanced at an average rate of between 15 and 70 meters per day in their most prominent offensives, slower than almost any major offensive campaign in any war in the last century. Meanwhile, Russia’s war economy is under mounting strain, with manufacturing declining, slowing growth of 0.6 percent in 2025, and no globally competitive technology firms to help drive long-term productivity.
Topic:
Security, Defense Policy, Economics, Intelligence, Science and Technology, Armed Conflict, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

224. Trump’s New Nuclear Architecture for Modernization and Arms Control

Author:
Heather Williams and Nicholas Adamopoulos
Publication Date:
03-2026
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
Expanding upon the National Defense Strategy (NDS), Under Secretary of State for Arms Control Thomas DiNanno recently announced a new nuclear architecture “that addresses the threats of today, not those of a bygone era,” including nonstrategic nuclear weapons (NSNWs) and China’s growing nuclear arsenal. Facing this increasingly volatile security environment, the United States under the Trump administration must simultaneously modernize its nuclear arsenal and pursue arms control and risk reduction measures. To deter adversaries and manage escalation especially in theater conflicts, the United States may need to diversify and expand its nuclear arsenal, including by investing in nuclear-capable standoff weapons. Following this new architecture, the administration should also continue to work toward arms control agreements with both China and Russia, including risk reduction measures, such as a Presidential Nuclear Summit.
Topic:
Arms Control and Proliferation, Nuclear Weapons, Deterrence, Modernization, and Donald Trump
Political Geography:
North America and United States of America

225. The Agency of Middle Powers in a Fragmented and Polarised World

Author:
Thomas Greminger
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
The Geneva Centre for Security Policy (GCSP)
Abstract:
The international system is entering a period of intensified fragmentation and geopolitical polarisation. Competition among China, Russia, and the United States is reshaping the global order and redefining spheres of influence. These dynamics create both challenges and opportunities for middle powers, which must navigate contested spaces where alignment with one great power can generate tensions with others. Middle powers face a delicate balance: they seek to preserve their autonomy, influence multilateral institutions and maintain credibility in international networks, and their choices whether to align with a particular great power, hedge their international relationship bets, or engage in principled diplomacy can either stabilise fragmented regions or amplify systemic competition. Yet debates about the future of the international order tend to focus on great powers and institutional reform, leaving the behaviour of middle powers under-explored. This Policy Brief examines how middle powers can exercise strategic autonomy and influence in a fragmented world. It emphasises behaviour, relational positioning, and policy choices rather than material capacity alone by analysing how middle powers balance principles with pragmatism; manage geography and alignment; and engage in bridge-building, coalition-building, and mediation. It then assesses their capacity to stabilise regional and global orders, support multilateralism, and enhance systemic resilience.
Topic:
Geopolitics, Multilateralism, Strategic Competition, Polarization, and Middle Powers
Political Geography:
Russia, China, Asia, Global Focus, and United States of America

226. Guidelines for Decarbonizing Industry in Time to Meet Global Climate Goals

Author:
Chris Bataille, Seton Stiebert, and Francis Li
Publication Date:
04-2026
Content Type:
Special Report
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Near-term guidance for decarbonizing global industry is needed to ensure it happens on pace to meet Paris Agreement climate goals. Such insights would help industry and financial decision-makers as well as inform government policies meant to support the transition toward lower-carbon energy sources. This report combines a review of country diplomatic commitments, policies, and industrial roadmaps with decarbonization scenarios and new global modeling to suggest timelines, carbon prices, regulations, and lead markets for clean products, to replace unabated fossil fuel–powered industrial facilities and equipment with near-zero carbon emissions alternatives. It also estimates the capital and operating expenditures required, and provides policy options to support these efforts.
Topic:
Climate Change, Industry, Paris Agreement, and Decarbonization
Political Geography:
Global Focus

227. Assessing US Government Efforts to Support Fossil Fuel–Reliant Communities

Author:
Noah Kaufman
Publication Date:
02-2026
Content Type:
Special Report
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
The decline of domestic fossil fuel production in the United States poses serious economic risks for communities that rely on fossil fuel industries for jobs and public revenues. Many of these communities lack the resources and capacity to manage those risks on their own. The absence of viable economic strategies for affected regions is a barrier to building the broad, durable coalitions needed for an equitable national transition to cleaner energy sources. President Joe Biden touted investments into fossil fuel–reliant communities as part of his administration’s broader place-based economic and climate change strategies. This study assesses those federal efforts, examining the rationale, design, and implementation status of the major programs involved.
Topic:
Climate Change, Economics, Government, Fossil Fuels, and Energy Transition
Political Geography:
North America and United States of America

228. Predicting protest participation: Insights from the year before Kenya’s 2024 anti-tax demonstrations

Author:
Daniel Iberi and Kamal Yakubu
Publication Date:
02-2026
Content Type:
Policy Brief
Institution:
Afrobarometer
Abstract:
Protests – often described as “unconventional” or “non-institutional” forms of political participation (Barnes & Kaase, 1979; Hooghe & Marien, 2013) – have increased markedly across Africa since 2010, a trend sometimes referred to as the continent’s “third wave of protests” (Mueller, 2018; Najimdeen, 2024). Protests such as South Africa’s #RhodesMustFall (2015) and #FeesMustFall (2016), Zimbabwe’s #ThisFlag protests (2016), Nigeria’s #EndSARS demonstrations (2020), and Madagascar’s 2025 demonstrations that toppled President Andry Rajoelina illustrate both the breadth and political significance of this wave (Fihlani, 2019; Lawal, 2024; Princewill, 2025). In Kenya, patterns of protest participation have evolved considerably over the past two decades. While the country has experienced repeated episodes of mass protest – most notably around contested elections in 2007, 2013, and 2017 – the character of protest activity has shifted, with recent protests increasingly centred on economic grievances, cost-of-living pressures, and perceptions of fiscal injustice rather than electoral disputes.
Topic:
Economics, Protests, Tax Systems, and Vulnerability
Political Geography:
Kenya and Africa

229. Democracy and its discontented: What drives demand for democracy in South Africa?

Author:
Rehan Visser
Publication Date:
04-2026
Content Type:
Policy Brief
Institution:
Afrobarometer
Abstract:
Support for democracy rests on a range of foundations. Citizens may value democracy intrinsically, as the most legitimate form of rule regardless of outcomes, or instrumentally, as a system judged by its capacity to deliver material well-being, security, and effective governance. Understanding which of these logics predominates is central to assessing the resilience of democratic regimes. In the early years after the end of White-minority rule, South Africans were more likely than their continental peers to evaluate democracy in material terms, valuing it for what it could deliver rather than for its inherent virtues. Attitudes were closely tied to assessments of government performance and expectations of improvements in quality of life (Bratton & Mattes, 2001). As the regime matured, delivery of political goods entered the equation (Mattes, 2012). A generation after apartheid’s end, it is worth returning to this question: Is demand for democracy in South Africa still performance-driven?
Topic:
Government, Governance, Democracy, and Resilience
Political Geography:
Africa and South Africa

230. Pressure points: Africa’s health systems amid global aid contraction

Author:
Joseph Asunka, Boniface Dulani, and Kamal Yakubu
Publication Date:
04-2026
Content Type:
Policy Brief
Institution:
Afrobarometer
Abstract:
Since the COVID-19 pandemic, African governments have been compelled to reassess how best to protect hard-won public health gains while ensuring equitable and reliable care. These reassessments are taking place against a background of shifting geopolitical alignments, tightening fiscal space, and growing public expectations of quality public services. This reckoning intensified in 2025 with the disbanding of the United States Agency for International Development (USAID) and the cancellation of major foreign-funded health programmes, effectively dismantling one of the pillars of Africa’s health-support architecture.
Topic:
Health, Foreign Aid, Social Services, Public Health, USAID, and COVID-19
Political Geography:
Africa, North America, and United States of America

231. Nuclear Energy’s New Momentum: Can World Capacity Triple by 2050?

Author:
Julius Cesar Imperial Trajano
Publication Date:
03-2026
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
The second Nuclear Energy Summit highlighted renewed global momentum to expand nuclear power as countries face volatile fossil-fuel supplies amid ongoing Middle East tensions. With governments pledging to triple nuclear capacity by 2050, nuclear energy is once again being positioned as a reliable low-carbon pillar of energy security. However, the speed and credibility of this expansion will ultimately depend not only on financing and technology, but also on regulatory institutions, industrial capacity, and a skilled workforce needed to govern it safely.
Topic:
Carbon Emissions, Nuclear Energy, and Energy Security
Political Geography:
Middle East and Global Focus

232. Global Water Bankruptcy: Southeast Asia’s Water Future Is a Peace and Security Issue

Author:
Adam Hansen and Julius Cesar Imperial Trajano
Publication Date:
04-2026
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
As the world enters an era of water bankruptcy, Southeast Asia faces a future with increased competition over shared water resources. With data centres reliant on water-intensive cooling systems, adding to the region’s drivers of water insecurity, stronger multistakeholder cooperation and confidence-building measures are crucial to reduce tensions and enhance sustainable water management.
Topic:
Security, Natural Resources, Water, Peace, Competition, and Data Centers
Political Geography:
Asia and Southeast Asia

233. Food Security in ASEAN’s 2026 Agenda: Perspectives on Human Security and Inclusiveness Amidst Crises

Author:
Jose M. L. Montesclaros, Kayven Tan, and Mely Caballero-Anthony
Publication Date:
04-2026
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
Farmers form the backbone of ASEAN agriculture but are increasingly vulnerable amidst crises and longer-term structural challenges, including ageing, urbanisation, and natural disasters. A human security approach that prioritises these vulnerabilities is integral to resilience.
Topic:
Agriculture, Natural Disasters, Urbanization, Food Security, Human Security, ASEAN, and Inclusion
Political Geography:
Asia and Global Focus

234. The UN Climate Regime and the US Withdrawal

Author:
Margareth Sembiring
Publication Date:
04-2026
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
The Trump administration announced the US withdrawal from the international climate regime earlier this year. One possible explanation lies in the growing influence of the IPCC’s scientific authority in domestic spheres, which may have altered the perceived costs and benefits of continued participation. Despite the US absence, the UNFCCC remains an important platform for international climate cooperation.
Topic:
Climate Change, International Cooperation, United Nations, and Donald Trump
Political Geography:
Global Focus and United States of America

235. Securing ASEAN’s Food Resilience Amidst the Middle East Conflict

Author:
Jose M. L. Montesclaros, Kayven Tan, and Mely Caballero-Anthony
Publication Date:
03-2026
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
The Middle East conflict is set to have a double-whammy impact on both ASEAN’s import of fertilisers, and its energy-intensive fertiliser production. The timing is critical as in the coming months, the five major crops, including rice, are being planted in ASEAN.
Topic:
Agriculture, Food Security, Resilience, and ASEAN
Political Geography:
Middle East and Asia

236. Effective Sustainable Development

Author:
Barry Buzan
Publication Date:
04-2026
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
How can we make the concept of sustainable development more effective? Finding a pathway towards effective sustainable development (ESD) becomes more urgent as global warming specifically, and the Anthropocene crisis generally, intensify. It helps to take a long view of development and its role in global society (the anthroposphere) before focusing on what characteristics ESD needs to have.
Topic:
Security, Climate Change, Anthropocene, and Sustainable Development
Political Geography:
Asia

237. Parliamentary elections in Bangladesh - democracy restored by revolution

Author:
Patryk Kugiel
Publication Date:
02-2026
Content Type:
Working Paper
Institution:
The Polish Institute of International Affairs (PISM)
Abstract:
The first democratic elections held in Bangladesh for 18 years, on 12 February this year, were won by the Bangladesh Nationalist Party (BNP) led by Tariq Zia Rahman. This marks the end of the transition period following the overthrow of Sheikh Hasina’s government in August 2024 and the rebirth of democracy. The biggest challenges for the new government will be to strengthen the rule of law, accelerate economic growth and improve relations with India. The EU, which supported the transition process, should become more involved in assisting the democratic government and economic cooperation.
Topic:
Elections, European Union, Democracy, Economic Growth, Rule of Law, Political Parties, and Parliament
Political Geography:
Bangladesh and South Asia

238. Avoiding a Long War - Objectives and Conditions for the US Attack on Iran

Author:
Mateusz Piotrowski
Publication Date:
03-2026
Content Type:
Working Paper
Institution:
The Polish Institute of International Affairs (PISM)
Abstract:
The American operation in Iran may be prolonged, lasting several months instead of the planned few weeks. The low public support of Americans for intervention and the economic effects of rising oil prices are unlikely to change the US administration’s stance. Difficulties in completely eliminating the threats posed by Iran may prompt Donald Trump to increase military involvement, including the use of special forces or the launch of a ground invasion.
Topic:
Foreign Policy, Public Opinion, Military Intervention, Armed Conflict, and Energy
Political Geography:
Iran, Middle East, North America, and United States of America

239. Conclusion of Negotiations on the EU-India Trade Agreement

Author:
Patryk Kugiel and Damian Wnukowski
Publication Date:
02-2026
Content Type:
Working Paper
Institution:
The Polish Institute of International Affairs (PISM)
Abstract:
The most important outcome of the 16th EU–India summit, which took place on January 27 in New Delhi, was the announcement of an agreement on a trade deal. When it comes into force, it will create one of the largest free trade areas in the world and open up a huge Indian market for goods and services from the EU. At a time of growing protectionism in international trade and power-based politics, strengthening economic ties between the EU and India takes on a strategic dimension.
Topic:
Treaties and Agreements, Bilateral Relations, Negotiation, Free Trade, and Trade
Political Geography:
Europe, South Asia, and India

240. The Impact of Purges in the Chinese Army on Its Effectiveness

Author:
Marcin Przychodniak
Publication Date:
03-2026
Content Type:
Working Paper
Institution:
The Polish Institute of International Affairs (PISM)
Abstract:
Xi Jinping, as the Party’s secretary general, continues to strengthen his personal oversight of the Chinese armed forces, as evidenced by disciplinary actions against Zhang Youxia, vice chairman of the Central Military Commission. Combined with the purges that began in 2022, the growing atmosphere of uncertainty, and the increasing pressure to demonstrate loyalty to Xi, this raises the risk that the authorities will misjudge the condition of their armed forces. This may increase the likelihood of escalation, for example, towards Taiwan.
Topic:
Armed Forces, Reform, Xi Jinping, Escalation, Loyalty, and Purge
Political Geography:
China, Taiwan, and Asia