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Why the Golden Fleet Will Sail

Debates over a new battleship miss the larger issue—how to generate affordable naval firepower at scale. Seen as an arsenal ship, a “Golden Fleet” could reinforce distributed maritime operations while helping reform U.S. shipbuilding.

Commentary by Benjamin Jensen — January 9, 2026

What the New National Security Strategy Means for Naval Forces

The 2025 National Security Strategy recasts naval power as an economic and industrial instrument, pushing the Navy toward unmanned systems, hemispheric missions, and more cost-effective approaches to deterring China.

Commentary by Benjamin Jensen, Mackenzie Eaglen, and Henry H. Carroll — December 18, 2025

What Does the Development Finance Corporation Reauthorization Mean for Energy?

Congress is set to reauthorize the DFC through 2031, with potentially significant implications for U.S. energy strategy.

Critical Questions by Ray Cai — December 12, 2025

Redundancy, Resiliency, and Repair: Securing Subsea Cable Infrastructure

As digital dependency grows worldwide, the United States, its partners, and the private sector must ensure a resilient global subsea cable system. This report provides a roadmap to overcome vulnerabilities and regulatory challenges in the sector.

Report by Erin L. Murphy — November 21, 2025

Navigating a New Energy Investment Paradigm

Fragmentation, volatility, and scarcity are ushering in a pragmatic new normal, in which low-emission energy and fossil fuels can both be attractive. As state intervention intensifies, proactive and coherent policy is needed to align investment flows with strategic objectives.

Report by Ray Cai — November 13, 2025

Securing the U.S. Industrial Base in Semiconductors: Investing in a National Champion

Taking Intel onto its balance sheet means the U.S. government is taking on risk. But the much bigger risk is letting Intel fail.

Commentary by Sujai Shivakumar, Charles Wessner, and Chris Borges — August 25, 2025

The United States Cannot Win the Twenty-First-Century Innovation Race with a Twentieth-Century Playbook

If the United States wants to compete globally, it must adopt an integrated systems approach to innovation that anchors research with production—that means investing in workforce and infrastructure capacity—and commercializes inventions with speed and at scale.

Commentary by Sujai Shivakumar and Julie Heng — July 30, 2025

It's More than Just Drones: Industrial Base Lessons from the Conflict in Ukraine | All About the Base

Global Oil Markets Outlook: Key Takeaways from EIA’s January 2026 STEO

Examining Major Elements Driving Investment Uncertainty in the 2026 USMCA Review

Book Launch | China's Weaponization of Trade: Resistance Through Collective Resilience

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Why the Golden Fleet Will Sail

What the New National Security Strategy Means for Naval Forces

What Does the Development Finance Corporation Reauthorization Mean for Energy?

Redundancy, Resiliency, and Repair: Securing Subsea Cable Infrastructure

Navigating a New Energy Investment Paradigm

Securing the U.S. Industrial Base in Semiconductors: Investing in a National Champion

The United States Cannot Win the Twenty-First-Century Innovation Race with a Twentieth-Century Playbook

Innovation Lightbulb: Examining China’s Strategic Regional Innovation and R&D Distribution

The Trump Administration Boosts Immediate Military Aid Deliveries to Ukraine

Public R&D Funding Is a Strategic Asset—And It’s at Risk

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