Strategic Geography
🇮🇳India
India plays three roles at once — alternative manufacturing base, talent exporter, and independent strategic actor — and they frequently pull against each other. This section analyzes India’s actual choices in supply chain restructuring and energy procurement.
4 analyses
Saudi Arabia, Turkey, and Pakistan Align: The Middle East Builds a Second Security Layer Beyond the United States
The Mecca Joint Defence Agreement treats an armed attack on any one of the three as an attack on all — language that drew immediate comparison to NATO's Article 5. But reading it as another NATO misses the larger shift: regional powers are no longer only choosing among architectures designed elsewhere. Seventy years after the Baghdad Pact traced nearly the same geographic axis, the architects have changed.
Oil Tankers Bound for India: How the Russia-Ukraine War Turns Energy Sanctions into Great Power Leverage
The Russia-Ukraine war and Western sanctions have redirected global oil flows. By absorbing discounted Russian crude, India transforms an energy crisis into geopolitical leverage. This article analyzes India's energy decisions, refining capabilities, and strategic autonomy.
The Price of the Silicon Alliance: Pax Silica, the MATCH Act, and the New Reality of Tech Sovereignty
Pax Silica marks a deeper industrial realignment in U.S. technology alliance policy. This article examines how the MATCH Act pushes allies toward common export controls, and how the EU, India, and Taiwan are building policy firewalls to protect their technological sovereignty.
The Ebbing Outsourcing Dividend: How India's GCCs Are Redefining Taiwan's Landscape of Collaboration and Competition
The slump in Indian IT outsourcing stocks shows an old business model being revalued. But India is repositioning itself through Global Capability Centers (GCCs), moving from outsourcing contractor to a hub for multinationals' core capabilities, R&D, and AI deployment.