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Ghost Busters: Options for Breaking Russia’s Shadow Fleet

Countering Russia’s ghost fleet requires more than sanctions. A coordinated strategy using open-source intelligence, maritime law, and multilateral diplomacy can impose real costs on illicit trade networks fueling Moscow’s war—without escalating military conflict.

Commentary by Benjamin Jensen and Jose M. Macias III — December 15, 2025

Breaking the Debt Trap: Why Spending Smarter Beats Spending More

In this commentary, Philip Luck and Michael H. Gary argue efficient public spending is the key to unlocking growth in challenging fiscal environments characterized by rising debt and slowing growth.

Commentary by Philip Luck and Michael H. Gary — December 12, 2025

Turning the AI Revolution into Dollar Dominance

Navin Girishankar argues that President Trump's Gulf chip deals enable billions in AI exports but miss what ensures dollar dominance. A compute-dollar successor to the petrodollar will keep China’s offer of AI plus digital yuan settlement in the rearview mirror. 

Commentary by Navin Girishankar — December 8, 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

What’s Next for AGOA?

The African Growth and Opportunity Act, the flagship U.S. trade agreement with Africa, has expired. As Washington debates the bill’s future, its uneven track record offers lessons on how to effectively strengthen U.S.-Africa commercial engagement moving forward.

Commentary by Michael H. Gary and Hugh Grant-Chapman — November 6, 2025

When a Trade War Becomes a Food Fight

The U.S. agricultural sector is caught in the crossfire of the U.S.-China trade war. As Washington and Beijing escalate tariffs and other retaliatory measures, U.S. farmers are scrambling to find new buyers just as Chinese consumers turn to alternative suppliers.

Commentary by Philip Luck, Hugh Grant-Chapman, and Duc Minh Nguyet (Moon) Nguyen — October 21, 2025

Trump’s Africa Policy: Commerce and Domestic Politics Clash

As Africa’s geopolitical importance grows, the United States must clearly define why it is the preferred partner for the continent. Only then can the Trump administration’s commercial diplomacy strategy deliver for both the United States and Africa.

Commentary by Oge Onubogu — October 6, 2025