U.S. Intelligence Support Signals a New Phase in the Russia-Ukraine War
Programmes
9 Oct 2025

U.S. Intelligence Support Signals a New Phase in the Russia-Ukraine War

On October 1, U.S. reports stated that President Donald Trump gave the green light to provide Ukraine with intelligence information to strike deep into Russia’s energy infrastructure sites, while studying providing Kyiv with long-range weapons that can be used in such strikes. The reports also indicated that Washington is encouraging the NATO allies to take similar actions.   The U.S. has already been providing intelligence to Ukraine since the beginning of the war; however, Trump's signalling to provide more sensitive information could hold different consequences on the outcomes of the war. Since his second-term inauguration, Trump has vowed to end the Russia-Ukraine war, so does this decision come in parallel to the American President's ambition to broker a peace deal between Moscow and Kyiv, and how this might implicate the Russian and Ukrainian sides.
Nation on Edge: Intensified Political Polarisation in the U.S.
Programmes
2 Oct 2025

Nation on Edge: Intensified Political Polarisation in the U.S.

The shooting of the right-wing conservative activist Charlie Kirk on September 10 at Utah Valley University in Orem, Utah, during a question-and-answer debate, reflects the deep divisions in American society and the political landscape and represents a repercussion of the polarised America and increased political violence.   Where Ideological polarisation in the U.S. has been deeply rooted in society, and recent times have witnessed a more divided landscape over the governmental domestic and foreign policy directions, including taxes, immigration, aid to Ukraine, and Israel's war in Gaza. Since the outbreak of the Gaza war, the U.S. government has been providing extensive military, financial, and diplomatic support for Israel. Additionally, the U.S. repeatedly vetoed several UN ceasefire resolutions, widening the gap between the government's direction and the street, especially among younger generations. The American campuses witnessed a wide range of protests against Israel's war in Gaza and in support of Palestine, which were met by violence from the police forces, arrests, and threats of deportation for foreign students. Similarly, Kirk has been a strong supporter of Israel and its actions in Gaza but raised doubts on Israel’s security breaches and how Hamas was able to penetrate Israel's defence system.   Kirk was a symptom of the polarisation in the U.S. His opinions rallied many people around him and often clashed with the Democrats’ views, raising questions about the possibility that his shooting was a manifestation of deep polarisation inside American society and whether divisions over issues such as gender, immigration, and the Gaza war are key incentives for the ongoing polarisation-induced violence in the U.S.   With the mayoral and midterm congressional elections approaching, questions are raised about whether the Republican Party will utilise the political violence fuelled by intense polarisation to secure electoral gains and whether the Democratic Party can overcome internal divisions and capitalise on the concerns about the Trump administration’s heavy-handed response to Kirk’s assassination.
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.
The Arab-Islamic Emergency Summit: A Watershed Moment in Regional Dynamics
Programmes
16 Sep 2025

The Arab-Islamic Emergency Summit: A Watershed Moment in Regional Dynamics

The 2025 Arab–Islamic extraordinary summit, held in Doha, Qatar, on September 14–15, marked a pivotal moment in Middle Eastern diplomacy. Convened in direct response to an unprecedented Israeli airstrike on the Qatari capital, the meeting served as a forum for Arab and Islamic nations to formalise a collective security and diplomatic response. The paper finds that this Israeli action, intended to undermine ongoing negotiations, inadvertently solidified a unified front among regional powers. The incident also exposed a profound erosion of trust in the United States as a reliable security partner, compelling Gulf states to actively consider alternative defence and diplomatic alignments. The summit's outcomes signal a new phase of regional foreign policy, moving beyond rhetorical condemnation to a framework for coordinated legal and economic measures, with significant implications for Israel, the United States, and the prospects for a lasting ceasefire in Gaza.   The final communiqué went far beyond rhetoric, demanding concrete punitive and legal measures against Israel. These included a call for sanctions, a review of diplomatic relations, and the use of international legal bodies to hold Israel accountable. The activation of the Gulf Cooperation Council’s (GCC) Joint Defence Council signalled a tangible move toward a new, collective regional security paradigm. The summit’s outcomes collectively demonstrate a strategic pivot away from American-led diplomacy and security frameworks toward a more independent and potentially confrontational regional posture, signalling a new, more volatile era in Middle East geopolitics.
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.
Larijani’s Visit: Building Alliances or Rescuing Allies?
Programmes
17 Aug 2025

Larijani’s Visit: Building Alliances or Rescuing Allies?

Iran’s militias in Iraq and Lebanon are currently grappling with multi-dimensional crises, including the erosion of their political influence, mounting military pressures, and the need to recalibrate their strategies amid shifting regional alliances in a volatile regional and international environment. These challenges are undermining their ability to sustain the role they once played within Iran’s “Axis of Resistance.” This situation coincides with the visit of the Secretary of Iran’s Supreme National Security Council, Ali Larijani, at a particularly critical and sensitive moment. The visit represents either an opportunity to forge new alliances or an attempt to rescue embattled allies in Iraq and Lebanon.
Could As-Suwayda Reshape the Calculations of the Syrian Democratic Forces?
Programmes
23 Jul 2025

Could As-Suwayda Reshape the Calculations of the Syrian Democratic Forces?

With the fall of Bashar al-Assad's regime in December 2024, Syria entered a pivotal political turning point, ushering the country into a new phase. Ahmad al-Sharaa assumed the role of interim president, and this transitional period has been defined by intense efforts to restore security and stability, unify the divided armed factions, and address the growing humanitarian needs nationwide. Against this shifting backdrop, the southern governorate of As-Suwayda, home to a Druze majority, emerged as a strategic hot spot of tension. Recent military developments in the region have taken on significant dimensions, potentially impacting the future of the Syrian Democratic Forces (SDF) in the country's northeast.
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.
Iran’s Enriched Uranium: Potential Flashpoint for Renewed Conflict
Programmes
13 Jul 2025

Iran’s Enriched Uranium: Potential Flashpoint for Renewed Conflict

Recent military strikes on Iranian nuclear facilities have reignited global concerns over Tehran’s nuclear ambitions. Over 12 days, the region witnessed a direct military confrontation between Iran and Israel, accompanied by U.S. airstrikes on critical sites in Natanz, Fordow, and Isfahan. Iran responded by launching retaliatory attacks on the Al Udeid Air Base in Qatar.   While Washington declared the “complete destruction” of Iran’s nuclear infrastructure, subsequent assessments suggest these operations fell short of their strategic goals. Key elements of the Fordow facility, including vital centrifuge systems, remained partially operational, preserving a significant portion of Iran’s nuclear capability.   Growing uncertainty surrounds the fate of Iran’s highly enriched uranium, particularly after the International Atomic Energy Agency reported that approximately 400 kilograms of uranium enriched to 60% are unaccounted for—a volume theoretically sufficient to produce multiple nuclear warheads. Iranian authorities acknowledged relocating this material to “secure locations” ahead of the strikes. However, Western intelligence sources indicate that locating and neutralising these hidden stockpiles through military means remains exceedingly difficult.   This ambiguity intensifies the risks of nuclear proliferation and grants Tehran a potent strategic asset in any future diplomatic negotiations, while keeping the spectre of renewed military escalation ever-present.   Given these circumstances, Iran’s nuclear programme appears to have endured only a temporary disruption. Tehran retains the technical expertise and human infrastructure necessary to reconstruct its facilities and resume enrichment efforts. As such, the unknown status of the enriched uranium now emerges as a critical variable that could shape the region’s security landscape. Should Iran revive its nuclear activities—or should external actors attempt to strike these undisclosed caches—the result could be a new flashpoint in the ongoing confrontation between Iran and Israel.   This analysis examines the disparity between political declarations proclaiming the end of Iran’s nuclear threat and the ground realities that suggest its persistence. It explores the strategic implications of enriched uranium remaining outside international oversight, as well as the broader consequences for regional stability and the evolution of conflict in the Middle East.
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.
Iran and Israel: The War That Will Redraw the Middle East
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Iran and Israel: The War That Will Redraw the Middle East

The war between Iran and Israel is arguably a war of survival for the regime in Iran. Attacking Iran seemed to be a logical step for Israel after almost destroying its arms of proxies in the region. the regime, which stands on three pillars, namely, its conventional missile arsenal, its extensive network of regional proxy forces, and its nuclear program, is facing a war of attrition that might eventually end the very survival of the regime. The fall of the regime in Iran goes beyond mere regime change, rather, it is considered a state collapse.   The collapse of the Iranian state would have dire consequences for the region. However, the possibility of the regime surviving remains a significant scenario. While the fall of Iran is widely regarded as a regional catastrophe, its continued survival, particularly with Tehran asserting itself as a regional superpower, could prove even more destabilizing for Israel and its allies. Both outcomes carry profound regional and global implications, signalling a transformation in Middle Eastern geopolitics. The pressing question is not whether change is coming, but rather: what will the new Middle East look like?