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Macro & Geopolitics

Iran: No Easy Choices — Strategic Action, Public Trust and the Duty to Explain

Iran: No Easy Choices — Strategic Action, Public Trust and the Duty to Explain

How Americans should evaluate the war in Iran, the information environment, the conduct of national leaders, and their own civic responsibilities. Part II of a two-part Growth Solutions KC series The case for preventing an Iranian nuclear weapon is strong The case for any particular war must be proven.

Preventing the Nuclear Threshold: Iran, Deterrence and the Price of Waiting

Preventing the Nuclear Threshold: Iran, Deterrence and the Price of Waiting

Why preventing an Iranian nuclear weapon matters — and why the cost of waiting may be greater than the cost of acting before the threshold is crossed. Part I of a two-part Growth Solutions KC series on the Iran conflict. A nation does not need to launch a nuclear weapon

The China Chip Conundrum: How U.S. Restrictions Accelerated the AI Power Shift They Were Meant to Stop

The China Chip Conundrum: How U.S. Restrictions Accelerated the AI Power Shift They Were Meant to Stop

"Chip Gambit" questioned US export controls, "China Chip Conundrum" reveals the uncomfortable truth: Selling chips boosts China's AI; restricting them spurs their independence. No easy answers, only tradeoffs.

Energy Policy Has Consequences: California’s Energy Reality Check

Energy Policy Has Consequences: California’s Energy Reality Check

California’s Gas Price Crisis was Created by Policy. When government reduced domestic energy resilience, it increased dependence on unstable foreign markets instead. Energy independence is an economic and strategic advantage.

The Chip Gambit: How America's Attempt to Slow China May Have Accelerated It

The Chip Gambit: How America's Attempt to Slow China May Have Accelerated It

A look at the unintended consequences of U.S. semiconductor export controls—and what we may have cost ourselves in the process.