Courtesy: Japan Ministry of Defense
Japan’s recently-released defence white paper marks a significant turn in intent and policy. The country’s long focus on economic security is now blended with its defence capacity, bringing together foreign policy, intelligence, and economic, technological and industrial capacities into a “comprehensive architecture for national defence.” This is a new conception of national security in Japan.
Courtesy: ASEAN
The Manila meetings of ASEAN, held amid continuing crises in Ukraine and West Asia, have demonstrated that ASEAN centrality has not gone out of fashion. Neither the U.S. nor China, despite scepticism about ASEAN's effectiveness, wishes ASEAN institutions to disappear. India, Russia, Japan, Australia, the EU and the UK likewise continue to use these meetings as valuable platforms for Indo-Pacific engagement.
Courtesy: Council on Foreign Relations
The absence of panic in the energy markets despite the renewed U.S.-Iran fighting indicates a well-supplied oil market in the longer term. That means stability for energy short countries like India in the long term. In the short term, however, India will be impacted by other disruptions, such as the increased use of sanctions.
Courtesy: Outlook Business
The legacy of the Modi-Takaichi Summit will extend well beyond the bilateral. It demonstrates that middle powers, through responsible and sustained action, are capable of shaping the future of the Indo-Pacific through strategic intent and the resilient economic networks that back it up to promote regional stability. For India and Japan, economic security is the foundation upon which the next generation of the bilateral will be built.
Courtesy: Gateway House
The 2026 Persian Gulf conflict has pushed energy security to the forefront of the BRICS agenda. Divergent national interests prevent the grouping from acting as a unified geopolitical bloc, the growing energy crisis highlights the need for stronger economic cooperation. Proposals such as a BRICS energy reserve, an Energy Stability Fund, and cross-border investments could enhance resilience and be essential if BRICS wants to emerge as a serious economic grouping.
Courtesy: KNN
The UAE’s recent exit from OPEC, and the U.S. push to sell more oil to India are markers of a new order in the oil world with demand security at a premium. As a major oil importer, India must respond to it smartly. It must develop deeper partnerships with both the UAE and U.S., and a new financial ecosystem and benchmarks for the new order.
Courtesy: Gateway House
The Smackover Formation in south Arkansas and east Texas holds vast reserves of lithium — the critical mineral powering electric vehicles, energy storage systems, and data centres. If successfully tapped, those reserves could drastically reduce America's dependence on China. Arkansas has a stable, proven, predictable regulatory and statutory framework and familiarity with the production process. Policymakers in India would be wise to follow developments closely.
Courtesy: Gateway House
history, the Palestine issue, the creation of Israel, and strained U.S.-Iran ties. India’s former ambassador to India, Saurabh Kumar, witnessed the hope of the Joint Comprehensive Plan of Action and its collapse. Unfulfilled hopes have led to reignited tensions. The U.S.-Israeli objectives of regime change are still unmet, and Iran’s survival marks a strategic outcome, despite its domestic economic and military strain. Ambassador Kumar discusses Iran and the ongoing crisis in West Asia.
Courtesy: @DrJaishankar/X
South Korea and India have much in common – both are Indo-Pacific players, oil importers and business-oriented economies. Yet, despite the ubiquitious and successful presence of Korean companies in India’s markets, the political relationship has been weak, and underperformed. The recent state visit by South Korean President Lee Jae-myung to India along with a slew of economic and strategic agreements signed, is an effort to recalibrate the relationship.
Courtesy: Gateway House
Following the U.S.–Iran ceasefire and partial reopening of the Strait of Hormuz, energy flows may resume, but uncertainty persists. Robin Mills, CEO of Qamar Energy, and Amit Bhandari, Senior Fellow on Energy, Investments and Connectivity, Gateway House, note that Iran will retain leverage and will continue influencing prices and supply chains. Natural gas shortages will further disrupt fertiliser production and fuel inflation world-wide.