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Seizing Opportunity

There was a major escalation in Washington’s pressure campaign against the Venezuelan regime this week when the US military seized the sanctioned oil tanker Skipper off the coast of Venezuela on the very same day that the Nobel Peace Prize was being awarded to Maria Corina Machado—the Venezuelan opposition leader. The Trump administration has been...

Conflicting Accounts

Dear Friends,   The kinetic wars of the past several years have sparked an urgent need for increased diplomacy and military defenses alike. We’re seeing both at play right now in Eastern Europe, where Washington is trying to advance ceasefire negotiations while developments on the physical battlefield might be the ultimate decider. We discuss this...

Slowly, then All at Once

Dear Friends,   New security developments—which appear to spring up overnight—are often underpinned by growing tensions. Twin terrorist attacks within 24 hours in South Asia. Coalition governments teetering on the brink in places like Israel. Military buildups accelerating among two former WWII Axis powers. Mass protests materializing quickly in Mexico. For those of us who...

Changing Tune

Dear Friends,   What a government chooses not to do can be as meaningful as what it does. When Secretary of State Rubio boards a plane to Canada for the G7 but the administration boycotts the G20 in Johannesburg and skips COP30 in Brazil entirely, that’s not simply calendar management, it’s strategic signaling. When a former jihadist...

Carrots and Sticks, and Carrot Sticks

Dear Friends,   As we navigate another active week in global affairs, I’m struck by the expansive nature and wide range of Washington’s foreign policy efforts. From President Trump’s surprise confrontation with one of Africa’s most populous nations to the high-stakes electoral drama unfolding in Baghdad, Washington is trying to exert influence through a combination...

All Roads Lead to China 

Dear Friends,   It’s Halloween and Washington’s closing out a week of tricks and treats designed to counter Chinese influence on both the political and economic fronts. On his trip to Asia, President Trump was able to secure important trade and investment deals with Japan and South Korea to help temper Chinese regional dominance, but...

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Converging Contests

The US-Iran conflict is now seeing the risk of escalation extending beyond direct exchanges between Washington and Tehran. While both sides appear to be calibrating their own strikes to avoid a return to full-scale conflict, peripheral actors—including the Houthis and Iran-aligned groups in Iraq—are expanding the geographic scope of the conflict. Regional governments face growing...

Breaking the Balance

With military confrontation back in full force this week, Washington and Tehran are headed toward another collision course resembling the peak of hostilities last spring. The June framework has eroded and been replaced by a familiar resumption of kinetic attacks, primarily targeting the Iranian coastline of the Strait of Hormuz, as both the US and...

Closure Without Clarity

The agreed upon Memorandum of Understanding coming out of the latest US-Iran negotiations is a validation of progress, but each signatory will interpret its requisite obligations in a way that advances its national interest. This will impact the speed and nature of the deal’s implementation and even threaten its ultimate viability....

Deals and Detours

The agreement Washington and Tehran signed electronically this week is being characterized as the end of the war, but that assessment is likely an overstatement. The document is a sixty-day interim memorandum which gives both sides a way to pause the fighting, but structural disagreements remain which could derail the diplomatic track....

Stuck in the Middle

The Middle East is erupting again this week, with kinetic attacks ranging from Iranian missiles launched at Israel to US strikes on petrochemical plants in Iran—but the military escalation is likely aimed to prompt a quicker diplomatic solution, not derail one. Neither side wants to continue full-scale fighting, but if Iran remains firm in its...

Agreeing to Disagree

Washington and Tehran both want a deal, but not the same one. For the White House, the priority is reducing tensions in the Gulf, securing freedom of navigation through Hormuz, and preserving space for a longer diplomatic process on the nuclear issue. Iran, by contrast, appears to be seeking an arrangement that demonstrates the limits...

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