The Semiconductor Cold War: U.S. vs. Russia, China and India
Programmes
18 Sep 2025

The Semiconductor Cold War: U.S. vs. Russia, China and India

The global competition over semiconductors and related military technologies has become the central axis of great-power rivalry. The United States maintains its leadership in the global semiconductor industry, with American companies securing roughly half of the global semiconductor market. However, this dominance faces a growing challenge from China, which accounted for 20% of global semiconductor sales in 2024. Beijing’s ambition to achieve self-sufficiency in semiconductors is steadily advancing despite ongoing trade tensions and intellectual property restrictions imposed by Washington amidst the broader ‘tech war.’ China aims to reach 50% self-sufficiency in semiconductor production by the end of the year, reinforced by significant investments in R&D and market expansion by Chinese firms.   In contrast, Russia’s position in semiconductor-dependent military industries is increasingly constrained. Although Russia retains expertise in weapons design, its reliance on imported materials and advanced chip-making equipment from Western countries exposes critical vulnerabilities. Western sanctions, introduced in response to Russia’s military actions in Ukraine, have sharply limited Moscow’s access to these essential inputs. In response, Russia has sought alternative suppliers, with China emerging as its largest source of semiconductor materials. These dynamic forms part of the broader Russia-India-China (RIC) trilateral framework, underpinning Moscow’s strategic pivot toward Eastern partnerships.   Meanwhile, India is rapidly evolving as a significant player in the semiconductor sector. The country’s announcement in September of its first indigenous chip, “Vikram 32,” marks a milestone in New Delhi’s pursuit of technological self-reliance and signals India’s potential emergence as a competitor to U.S. semiconductor dominance. India’s increasing engagement with Russia and China reflects a pragmatic alignment based on mutual interests, particularly in the context of escalating policy tensions with Washington. Notably, U.S. tariffs imposed on India’s trade in Russian oil have further incentivized this trilateral collaboration.   Collectively, the China-Russia-India “troika” represents a coalition of shared interests rather than a formal ideological alliance. Should this partnership strengthen, it could significantly bolster their semiconductor manufacturing capabilities and pose a formidable challenge to the American industry. Nevertheless, lingering frictions—such as unresolved border disputes, differing economic priorities, technological gaps, and the impact of sanctions—are likely to impede seamless technological integration. The United States still wields substantial influence over India, with opportunities to attract New Delhi through increased investments, tariff reductions, and advanced technology cooperation. Ultimately, the trajectory of the RIC semiconductor partnership holds profound implications for the global order. A successful integration of this “troika” chip industry with their respective military technologies could catalyse the rise of a multipolar system, revolutionizing surveillance, air defence, drone capabilities, and the broader defence industrial base, thereby reshaping international power dynamics.
An Isolated Israel
Programmes
18 Sep 2025

An Isolated Israel

Israeli Prime Minister Benjamin Netanyahu recently acknowledged that Israel is entering a phase of economic and political isolation internationally, largely due to its ongoing military actions in Gaza. He warned that this isolation may last for years and insisted that Israel must adapt by becoming more self-sufficient, especially in its weapons manufacturing capabilities. Netanyahu described this shift as moving toward an economy with "autarkic characteristics," a term he said he despises since he has long supported free-market policies. Nonetheless, given potential export bans and economic sanctions, he emphasized Israel's need to be both "Athens and super-Sparta," implying a combination of intellectual and military self-reliance to withstand these challenges.   His comments are a rare admission that Israel faces significant global backlash and diplomatic estrangement due to the nearly two-year war in Gaza. Several Western countries, such as Spain, have cancelled arms deals with Israel over the war, with a U.N. Independent International Commission finding that Israel is committing genocide, and a slew of other countries have officially recognized a Palestinian State.   Netanyahu's remarks mark a rare acknowledgment of the changing international environment around Israel. This mounting isolation not only underscores Israel’s diplomatic challenges but also highlights the growing vulnerabilities within its economy, as sanctions, boycotts, and the loss of arms contracts emerge as direct consequences of its genocide in Gaza.
The GPS Battlefield: The Invisible War in the Middle East
Programmes
17 Sep 2025

The GPS Battlefield: The Invisible War in the Middle East

Wars are no longer confined to missiles, drones, or soldiers on the battlefield; increasingly decisive struggles are taking place in the invisible realm of signals that quietly guide planes through the sky, ships across narrow straits, and even the timing of financial markets. At the heart of this new contest lies the Global Positioning System (GPS), once praised as a scientific triumph and gifted to the world as a free public good, increasingly repurposed into a weapon that is inexpensive to disrupt, difficult to trace, and capable of inflicting consequences far beyond the battlefield.   The recent jamming of European Commission President Ursula von der Leyen’s aircraft served as a stark reminder that even the highest levels of leadership are not immune, but what may appear to be isolated incidents in Europe are in fact part of a broader pattern that has taken deep root in the Middle East. In a region where the world’s most critical energy chokepoints converge, navigation interference is no longer a rare abnormality but an increasingly routine feature of conflict, carrying implications that stretch from military readiness to economic stability and, ultimately, to the daily lives of millions.
Trump Peace Play: Three Futures for Russia-Ukraine War
Programmes
15 Sep 2025

Trump Peace Play: Three Futures for Russia-Ukraine War

Amid Trump’s meetings with Russian & Ukrainian counterparts to reach a prolonged ceasefire, questions arise about the possibility of a successful peace plan occurring between Moscow & Kyiv with a U.S. mediation. Yet, with Putin’s demands from one side and Trump’s ambiguous promises to Zelensky from the other side, will the Ukraine war come to an end?
Domino Effect: Are More States Moving Toward Recognising Palestine?
Programmes
17 Aug 2025

Domino Effect: Are More States Moving Toward Recognising Palestine?

Recent statements by France, the United Kingdom, and Canada—subsequently echoed by other European states—on their intention to recognise a Palestinian state in September mark a notable transformation in the policies of major Western powers toward the Palestinian question. This development comes against the backdrop of the deepening humanitarian catastrophe in Gaza, manifested in widespread famine and a death toll exceeding 60,000, which has further amplified international calls for an urgent political resolution to the decades-long Israeli–Palestinian conflict.   The announcements from Paris, London, and Ottawa—particularly France’s unconditional pledge alongside the conditional approaches adopted by the United Kingdom (UK) and Canada—represent a clear departure from traditional diplomatic norms, which had long tied recognition of a Palestinian state to the conclusion of a comprehensive negotiated peace agreement. This shift reflects mounting frustration over the stalled peace process, coupled with a growing conviction that conventional pathways have ceased to yield results. Recognition of Palestine is now increasingly seen not merely as the outcome of peace but as an instrument to catalyse the political process, thereby reshaping the diplomatic tools available for addressing the conflict and establishing a precedent that other states may exploit to strengthen international pressure.   At the international level, between 140 and 147 of the 193 UN member states already recognise Palestine as a sovereign state. This broad consensus provides the reference framework for understanding the recent decisions taken by France, the UK, and Canada. Notably, these three countries are all members of the G7, none of which had taken such a step before France’s declaration. France—Europe’s most populous nation—thus emerges as a prominent actor in this diplomatic shift, with both France and Canada poised to become the first G7 states to extend formal recognition to Palestine.   By contrast, the U.S. remains the sole permanent member of the United Nations Security Council (UNSC) that has yet to recognise the State of Palestine. This imbues the current shift with symbolic weight, laying the groundwork for a recalibration of diplomatic pressure on both Israel and the U.S., and potentially encouraging other hesitant Western states to follow suit. The divergence of positions within the Atlantic powers also underscores how internal pressures and the urgency of the humanitarian crisis have shaped the emergence of more assertive stances. Against this backdrop, this analysis explores the drivers behind this shift and its political and security implications for the states concerned, alongside the anticipated responses from Israel and the U.S.
Middle East in Energy Transition: From Stopgap to Global Architect
Programmes
11 Aug 2025

Middle East in Energy Transition: From Stopgap to Global Architect

On July 28, 2025, during a joint press conference in Scotland with British Prime Minister Keir Starmer, U.S. President Donald Trump issued an unexpected ultimatum to Russia. He declared that the Kremlin had no more than 10 to 12 days (until approximately Aug. 8, 2025) to make tangible progress toward ending the war in Ukraine. Should Moscow fail to comply, Trump warned that President Vladimir Putin would face a sweeping package of economic sanctions and severe trade restrictions. This escalation came on the heels of prolonged diplomatic stagnation and Trump’s increasingly vocal frustration with Russia’s continued military operations.   Subsequently, on July 31, 2025, former Russian President and current Deputy Chairman of the Russian Security Council Dmitry Medvedev responded with a pointed and ominous message via his Telegram channel. In his remarks, he invoked the “Dead Hand”—Russia’s semi-automated nuclear retaliation system designed to launch a retaliatory strike even in the event of a complete decapitation of the nation’s leadership.   In response, President Trump ordered the deployment of two U.S. nuclear submarines to strategic positions, framing the move as a necessary precaution in the face of what he described as “extraordinarily dangerous” nuclear threats. Notably, he refrained from specifying whether the submarines were nuclear-powered only or also nuclear-armed—introducing deliberate strategic ambiguity and reinforcing the doctrine of pre-emptive deterrence through calibrated uncertainty.   What renders this sequence of events particularly significant is that the confrontation did not remain confined to the U.S. and Russia. Its repercussions quickly extended to India, which was thrust into the geopolitical crossfire. On July 31, the Trump administration announced the imposition of a 25% tariff on all Indian exports to the United States, accompanied by threats of further penalties targeting Indian firms that continue to purchase Russian crude oil or engage in defence cooperation with Moscow. The rationale behind this punitive action lies in New Delhi’s deepening energy relationship with Russia.   Although the Indian government has not officially announced any suspension of contracts with Russian suppliers, discreet directives were reportedly issued to state-owned refiners instructing them to explore alternative sources in the global spot market. This pivot has begun to materialize reflecting New Delhi’s attempt to maintain equilibrium between preserving its strategic autonomy and mitigating mounting U.S. pressure.   Yet the broader implications of this crisis extend well beyond geopolitical brinkmanship. What is unfolding is a systemic shock to the global order—one that is reverberating through energy markets, food security systems, arms trade corridors, and supply chains. The consequences will not be distributed evenly: while some Middle Eastern states stand to benefit from surging demand and price shifts, others may face acute vulnerabilities due to trade disruptions, inflationary pressures, or capital flight.
What If: The Middle East Burns Next?
Programmes
30 Jul 2025

What If: The Middle East Burns Next?

In 2023 a sobering milestone was met, the highest number of wildfires in the European Union (EU) since tracking began in 2000 by the European Forest Fire Information System. More than 500,000 hectares of land were burned, an area equivalent to half the size of Cyprus. The situation worsened in 2024, with wildfire-related fatalities rising sharply to 437, compared to 263 deaths in 2023.   Research consistently points to climate change as a primary driver behind this growing crisis. Not only is it increasing the scale of land burned, but it's also intensifying individual fires, extending fire seasons beyond the traditional summer months, and triggering blazes in regions previously untouched by such disasters. As this escalating threat edges closer to the Middle East, the pressing question remains: will the region be prepared, or caught dangerously off guard?
BRICS Summit 2025: Between Expansion and Caution
Programmes
17 Jul 2025

BRICS Summit 2025: Between Expansion and Caution

The 17th BRICS Summit convened in Rio de Janeiro on July 6–7, 2025, against the backdrop of accelerating geopolitical realignments. Under Brazil’s presidency, the summit sought to reenergize the bloc’s collective agenda, positioning BRICS as a more prominent actor in global affairs. Key declarations were issued, and the membership base was broadened—yet a cautious diplomatic tone accompanied these developments. The gathering appeared less as a turning point and more as a carefully choreographed exercise in articulating a shared vision for a multipolar world, tempered by the bloc’s internal complexities and external constraints.   Despite its symbolic achievements, the summit was marked by apparent limitations. The absence of certain high-profile leaders, coupled with underlying political divergences and institutional fragmentation, curtailed expectations for transformative decisions or a unified policy front. These constraints highlighted the gap between BRICS’s aspirations and its current capabilities. This analysis provides a focused examination of the outcomes of the 2025 BRICS Summit, assessing their implications for the evolving global order and the extent to which the bloc can credibly position itself as an alternative pillar in global governance.
The Militarisation of European Politics
Programmes
10 Jul 2025

The Militarisation of European Politics

In the wake of the recent NATO summit, European leaders have committed to a landmark pledge: raising defence spending to 5% of GDP. Hailed by its backers as a historic move, the agreement reflects a sharp shift in European threat perception, driven not only by Russia’s ongoing war in Ukraine but also by the renewed pressure from Washington under the return of the Trump presidency. The "Trump effect" has reignited long-standing fears over the reliability of U.S. security guarantees, pushing Europe to take on greater defence responsibilities.   But while the pledge signals a tougher European posture, it raises pressing concerns. Can Europe realistically meet such ambitious targets without undermining the very democratic model it seeks to defend? As defence budgets grow, many fear this could come at the cost of welfare, social cohesion, and democratic checks, exposing the continent to a deeper risk: the creeping militarisation of European politics and the erosion of its democratic dividend.
Sports Diplomacy and the Reduction of Global Political Tensions
Programmes
10 Jul 2025

Sports Diplomacy and the Reduction of Global Political Tensions

Sports diplomacy is not something new. It can be traced back to the ancient Olympic Games, when Greek city-states suspended conflicts to compete peacefully. The modern Olympic movement, revived in 1896, was based on similar principles of fostering global unity. However, sports have also been used to serve political agendas, such as the 1936 Olympics in Berlin, during which Nazi Germany turned the games into a propaganda tool. In other cases, sports played an important diplomatic role to ease tensions between countries. The Ping-Pong diplomacy, for instance, facilitated communication between the U.S. and China in 1971, which later paved the way for President Richard Nixon’s historic visit in 1972. This analysis explores how sports diplomacy contributes to easing political tensions between countries.
What If: The UN Runs Out of Money?
Programmes
1 Jul 2025

What If: The UN Runs Out of Money?

Since its establishment in 1945, the United Nations (U.N.) has played a central role in solidifying international cooperation and promoting global peace and security. However, the U.N.’s ability to fulfil its duties depends on financial contributions from member states. As an entity, the U.N. has several budgets, including the regular budget (covers political missions, the General Assembly workings, Security Council, human rights, and legal affairs), peacekeeping budget (covers the U.N. peacekeeping missions in areas of conflicts), and voluntary budgets (covers the activities of the UNHCR, WHO, WFP and other similar agencies). As advertised by the U.N., the organization is facing a huge financial deficit that can jeopardize its global role, thereby affecting global security.   Moreover, the U.N.’s financial deficit could have several implications, including worsening humanitarian crises, allowing regional organisations to fill the gap left by the U.N., and jeopardising the global order it has sustained following the end of the Cold War.
DRC Minerals and a Potential U.S.–EU Confrontation
Programmes
6 May 2025

DRC Minerals and a Potential U.S.–EU Confrontation

In a few months, the Trump administration is expected to push Rwanda and the Democratic Republic of Congo (DRC) to sign a peace deal which is supposed to be followed by a bilateral minerals’ agreement between the U.S. and the DRC. The agreement puts some parties in an advantageous position while leaves others with a less fortunate fate. The U.S. is supposed to gain economically and politically by this agreement especially when it comes to its rivalry with China. While the DRC is expected to gain in the short-term leveraging the “conflict minerals” narrative, the long-term consequences are not necessarily desirable. The EU is left with the undesirable situation. The bloc will either adjust its policies toward the DRC’s minerals or remain in a situation where a clash with the Trump administration is possible. While a direct military confrontation between the two powers remains improbable, a proxy war in which M23 rebels are a main actor is possible. Additionally, with minerals gaining increasing geoeconomic relevance, Trump has eyed several countries including Ukraine, and the DRC, who could be his next target?