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
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.
Courtesy: Finland in India
Amid the fast-changing geopolitical landscape, European Union (EU) member states seem to have rediscovered the value of close cooperation with India, an Asian power with greater ambitions. India, too, finds that growth in partnership with the EU and the UK is a source of strategic comfort. Both sides are propelled to deeper mutual policy proximity by the pressures generated by the Trump 2.0 presidency in the U.S.
Courtesy: Gateway House
Once central to global strategic discourse, the Indo-Pacific and Africa have been sidelined amid the “Age of Polycrisis,” as attention shifts to crises in Europe and West Asia. While India has long expressed goodwill toward Africa, recent regional tensions have pushed the continent off its strategic radar. Renewed India–Africa cooperation is essential to advancing the agenda of the Global South and strengthening South–South partnerships.
Courtesy: Gateway House
Early indicators of the ongoing war in West Asia point to a conflict trajectory from the rapid decision to the controlled escalation to distributed strike capacity, advanced military integration and mounting regional exposure. Much like Johann Goethe’s Sorcerer’s Apprentice, conflicts initiated based on assumptions of control can acquire a momentum of their own.
Courtesy: Bloomberg
Canadian Prime Minister Mark Carney’s visit to India from February 27 to March 2, though sandwiched between the AI Impact Summit and the outbreak of the U.S.-Israel war against Iran, produced concrete outcomes with long-term impact. The visit announced a multidimensional roadmap aligning India’s ‘Viksit Bharat’ vision with Canada’s ‘Build Canada Strong’, to ensure the bilateral relationship does not drift apart again.
Courtesy: Gateway House
The assumption that the Iranian public will rise up against its religious and political leadership, seizing the opportunity provided by Israel and U.S. strikes against Iran, may not prove true. Iran’s civilisational structure is resilient, and its educated population may not like being dictated to by the West. Raja Karthikeya, a former international civil servant based in Tehran, examines the escalating U.S.-Israel conflict with Iran, its regional and domestic implications and the tenacity of Iran’s political system amid external pressure.
Courtesy: Indian Navy
Over the last two decades, the Indian Navy has taken a quantum leap in modernising its fleet with stealth frigates, warships, submarines, and fighter planes. Its goal is to be the net security provider and first responder securing Sea Lines of Communication in the region. But it is still lagging behind its Indo-pacific naval partners and most important, its regional rival, China.
Courtesy: Reuters
A new troika is on the rise: India, France and Brazil, led by Modi, Macron and Lula. They were present at the AI Impact Summit in New Delhi on February 20, representing the three largest democracies in Latin America, Asia, and Europe. Can their mutual understanding and global influence bring prosperity and resilience to their economies and strengthen their cooperation in addressing global challenges?
Courtesy: Gateway House
In February 2026, India and the U.S. announced an Interim Trade Agreement framework, advancing toward a full bilateral trade pact and deeper economic integration. Beyond government ties, the relationship is increasingly shaped by supply chains and diaspora influence. Now over five million strong, the Indian diaspora plays a pivotal role across technology, finance, and innovation, creating new pathways for cooperation in a rapidly transforming global order.