@est.csis.org
Examining the most pressing issues facing the United States and its partners in sustaining economic and technological advantages essential to prosperity, security, and resilience.
Join Us on March 25!
Join CSIS for LeadershIP 2026, the premier conference on intellectual property (IP), innovation, and national security policy, including the geopolitical competition for technology leadership, innovation in critical and emerging technologies.
More info:
Today, CSIS announces retired Gen. Joseph F. Dunford, the 19th chairman of the Joint Chiefs of Staff, has been named our next CEO, succeeding John Hamre, who announced last year that he will retire after 26 years of transformational leadership.
Read more: bit.ly/4b383Ha
Efforts to onshore GPU and server production are underway, but U.S. firms will remain reliant on Taiwan through at least 2028— as highlighted by CSIS Economics Program and Scholl Chair's Kate Koren in her latest analysis.
Read more here:
On Trade Guys, William Reinsch and Scott Miller dive into the impacts of the Iran conflict on world trade, especially for energy markets, along with an update on the Court of International Trade's efforts to implement the Supreme Court's IEEPA decision.
Listen here:
In a new commentary, EST president @navingirishankar.bsky.social argues that Iran may be losing the military contest with the United States, but it is fighting a different war—one aimed at the global economy.
Read the full piece here:
"The U.S. has distinctive strengths, including in quantum computing hardware research and development, supercomputing infrastructure, and a robust open-source software culture," writes CSIS's Renewing American Innovation Program.
More on U.S. leadership in the quantum-era: https://bit.ly/4by665D
Can Stablecoins Serve as a Building Block for a Petrodollar Successor?
In their blog, @navingirishankar.bsky.social & Andrea Palazzi analyze that stablecoin issuers are buying U.S. debt at a faster pace than oil exporters did in the early days of the petrodollar system.
Read:
"Using tariff threats as leverage, the United States is transforming what has been a domestic regulatory choice into a negotiable trade concession," writes @est.csis.org experts.
Read more about how the U.S. is leveraging trade to stop digital regulation: https://bit.ly/4ukX2bR
"Russia’s hybrid war against Europe often falls in a gray area not adequately covered by deterrence—above the EU economic sanctions that seem only marginally successful but beneath NATO’s Article 5 retaliatory measures," notes CSIS's Strategic Technologies Program.
Read more: https://bit.ly/4cF39RP
NEW: @ai.csis.org expert Kateryna Bondar analyzes Iran’s drone retaliation campaign, showing how mass one-way attack drones are reshaping air warfare and what lessons the U.S. can draw from both the Gulf conflict and Ukraine’s experience.
Learn more: www.csis.org/analysis/unp...
Happening March 18th!
Join us on Wed, March 18th for a discussion on the future of a dedicated U.S. Cyber Force. The program will then feature a fireside conversation moderated by Lauryn Williams with Rep. Pat Fallon (TX-04) and Maj. Gen. Ryan Heritage.
Learn more:
Sujai Shivakumar explains why long-term advantage in the U.S.–China tech competition depends on building strong innovation ecosystems. From capital markets & talent networks to supply chains & industrial partnerships, different tech requires different ecosystem strengths.
Info: tinyurl.com/yr9f4ekz
"One after another, geopolitical catastrophes that kept scenario planners awake for decades have delivered smaller-than-expected price spikes. But a Strait of Hormuz shutdown is a big deal," writes CSIS Energy Security and Climate Change Program expert Kevin Book.
More: https://bit.ly/4rPEkY9
In the latest from CSIS Economics Program and Scholl Chair, William Reinsch analyzes the impact of the Trump administration’s steel tariffs, highlighting how they have raised the cost of goods and added complexity to compliance efforts.
Read more here:
In this episode of the AI Policy Podcast, Gregory C. Allen is joined by Owen Larter, Head of Frontier Policy and Public Affairs at Google DeepMind, to explore the often-overlooked world of AI standards and the role they play in shaping how AI is developed and governed.
Listen:
The Russian economy has been resilient four years into the war, but how is its nuclear industry faring? Russia’s nuclear export strategy is strained by sanctions & competition from China— as analyzed by CSIS Energy Security and Climate Change Program's Jane Nakano.
Read:
Satellites are essential components of modern life on earth. Yet the majority of this digital infrastructure remains vulnerable, unencrypted, and susceptible to cyber attacks.
Read more from CSIS's Strategic Technologies Program: https://bit.ly/3NdwQir
Join Us on March 25!
Join CSIS for LeadershIP 2026, the premier conference on intellectual property (IP), innovation, and national security policy, including the geopolitical competition for technology leadership, innovation in critical and emerging technologies.
More info:
The current Iran conflict has created significant risks for global energy security. In a new Experts React, the CSIS Energy Security and Climate Change Program evaluates how markets are responding to these events and identifies indicators for escalation or relaxation.
Read: https://bit.ly/4rPEkY9
In the U.S.–China tech competition, the real question isn’t simply who is leading—it’s why they’re leading, and whether that advantage will last.
In this video, @techpolicywonk.bsky.social explains how ecosystem advantages make tech leadership durable over time.
Learn more: tinyurl.com/yr9f4ekz
The unprecedented dependence on subsea cables in the cyber era significantly raises the stakes of disruption, but they continue to face many old and new risks. CSIS experts examine the regulatory challenges and physical vulnerabilities of the lifelines of the digital age.
Read: tinyurl.com/m86tempk
At the launch event for our new Power of Innovation report, Paul Triolo provided some context: "Beijing is trying to redesign and rebuild the entire semiconductor ecosystem in China... Chinese companies are under a lot of pressure to do more domestically. "
Listen here:
Happening March 18th!
Join us on Wed, March 18th for a discussion on the future of a dedicated U.S. Cyber Force. The program will then feature a fireside conversation moderated by Lauryn Williams with Rep. Pat Fallon (TX-04) and Maj. Gen. Ryan Heritage.
Learn more:
In a special episode of Betting on America, @est.csis.org president @navingirishankar.bsky.social joins the panel “Industrial Policy and Economic Security: Confronting the China Challenge” at the Annual National Association for Business Economics Policy Conference.
Listen: https://bit.ly/4ss22cH
Join Us on March 25!
Join CSIS for LeadershIP 2026, the premier conference on intellectual property (IP), innovation, and national security policy, including the geopolitical competition for technology leadership, innovation in critical and emerging technologies.
More info:
In the latest episode of The Trade Guys podcast, Scott Miller and William Reinsch make sense of the initial fallout from the SCOTUS decision, including refunds, potential tariff stacking, and impacts on industries and the international community.
Listen here:
Happening March 18th!
Join us on Wed, March 18th for a discussion on the future of a dedicated U.S. Cyber Force. The program will then feature a fireside conversation moderated by Lauryn Williams with Rep. Pat Fallon (TX-04) and Maj. Gen. Ryan Heritage.
Learn more:
In the new episode of the AI Policy Podcast, Gregory Allen is joined by Andreessen Horowitz's Jai Ramaswamy and Matt Perault for a discussion on a16z's AI policy agenda. They cover a16z's entrance into politics and their position on AI regulation.
Listen here:
The U.S.-Israeli strikes on Iran were accompanied by cyber operations targeting Iranian apps, news sites, and govt services. Iran will retaliate, and cyberspace is likely where—as analyzed by CSIS Strategic Technologies Program's Kuhu Badgi and Lauryn Williams.
Read: tinyurl.com/2xstmn8x
