Atlantic Council

Atlantic Council

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Geoeconomics and global markets content incl. sanctions, FX, and policy.

Welcome to 2036: What the World Could Look Like in Ten Years, According to Nearly 450 Experts
NewsFeb 10, 2026

Welcome to 2036: What the World Could Look Like in Ten Years, According to Nearly 450 Experts

An Atlantic Council survey of 447 experts from 72 nations paints a bleak picture of the world in 2036. Most respondents expect China to become the top economic power, while the United States retains military superiority, creating a bipolar or...

By Atlantic Council
Kroenig on School of War Podcast on Nuclear Weapons
NewsFeb 9, 2026

Kroenig on School of War Podcast on Nuclear Weapons

On February 9, Atlantic Council senior director Matthew Kroenig appeared on the School of War podcast to discuss China’s rapidly expanding nuclear arsenal. He highlighted recent Chinese test activities and the pace at which Beijing is increasing warhead counts and delivery...

By Atlantic Council
How 2025’s US Tariff Shocks Can Give Way to Constructive Reforms in 2026
NewsFeb 9, 2026

How 2025’s US Tariff Shocks Can Give Way to Constructive Reforms in 2026

The Trump administration’s 2025 trade strategy oscillated between aggressive, unpredictable tariff threats and a quieter push for long‑standing trade objectives. While high tariffs and threats destabilized markets, the administration began issuing exemptions and rolled back many threats, stabilizing tariff levels...

By Atlantic Council
Kroenig on BBC on US Escalating Pressure Against Cuba
NewsFeb 9, 2026

Kroenig on BBC on US Escalating Pressure Against Cuba

Atlantic Council vice‑president Matthew Kroenig appeared on the BBC on February 8 to discuss the United States’ intensifying pressure on the Cuban regime. He outlined a multi‑pronged strategy that includes expanded sanctions, diplomatic isolation, and support for civil‑society actors. Kroenig emphasized...

By Atlantic Council
Mining without Rules: The Risky US Bet on the Deep Sea
NewsFeb 9, 2026

Mining without Rules: The Risky US Bet on the Deep Sea

In April 2025 President Trump issued an executive order authorizing U.S. companies to mine critical minerals in international waters, directly contravening the United Nations Convention on the Law of the Sea (UNCLOS). The move aims to secure rare‑earth supplies amid...

By Atlantic Council
Death by Cold: Russia Is Attempting to Freeze Millions of Ukrainian Civilians
NewsFeb 7, 2026

Death by Cold: Russia Is Attempting to Freeze Millions of Ukrainian Civilians

Russia has intensified a winter bombing campaign that systematically strikes Ukraine’s power plants, transmission lines, and heating infrastructure, leaving millions without essential energy amid sub‑zero temperatures. Analysts label the strategy a modern "kholodomor," echoing the Soviet‑era famine, and argue it...

By Atlantic Council
Iran Can Still Normalize Its Economy—But the Path Will Be Painful and Slow
NewsFeb 6, 2026

Iran Can Still Normalize Its Economy—But the Path Will Be Painful and Slow

Iran’s inflation, hovering around 20% and spiking above 40% during sanctions, has become a structural feature of its macro‑economy. The country’s fragmented exchange‑rate system, fiscal deficits financed by the central bank, and dominant state‑linked enterprises perpetuate price pressures. Analysts argue...

By Atlantic Council
When Economic Warfare Meets Gunboat Diplomacy: What to Know About the US Seizures of Shadow Fleet Tankers
NewsFeb 5, 2026

When Economic Warfare Meets Gunboat Diplomacy: What to Know About the US Seizures of Shadow Fleet Tankers

U.S. authorities have seized at least seven tankers linked to Venezuela’s shadow fleet, part of a broader push to disrupt illicit oil flows from Iran, Russia and Venezuela. The seizures rely on civil forfeiture statutes rather than wartime prize law,...

By Atlantic Council
Charai for The Jerusalem Strategic Tribune: Yemen Is Not a Gulf Rivalry—It Is a Test of Whether Extremism Can Be...
NewsFeb 5, 2026

Charai for The Jerusalem Strategic Tribune: Yemen Is Not a Gulf Rivalry—It Is a Test of Whether Extremism Can Be...

Charai argues that the Yemen conflict should be viewed less as a Saudi‑UAE versus Iran Gulf rivalry and more as a litmus test for the international community's ability to contain extremist movements. He highlights that the war’s primary driver is...

By Atlantic Council
Yevgeniya Gaber Joins Ukrainian State News Agency “Ukrinform” To Discuss the Evolution of Turkey-Ukraine Bilateral Relations
NewsFeb 5, 2026

Yevgeniya Gaber Joins Ukrainian State News Agency “Ukrinform” To Discuss the Evolution of Turkey-Ukraine Bilateral Relations

Yevgeniya Gaber, a senior fellow at the Atlantic Council, has joined Ukraine’s state news agency Ukrinform to provide expert commentary on the evolving Turkey‑Ukraine relationship. She emphasizes how Turkey’s strategic calculus balances its ties to Russia with its growing economic...

By Atlantic Council
Sweden’s Role in Countering Hybrid Threats in the Baltic Sea Region
NewsFeb 4, 2026

Sweden’s Role in Countering Hybrid Threats in the Baltic Sea Region

Sweden’s accession to NATO has closed the strategic gap in the Baltic Sea, but Russia continues to exploit sub‑threshold hybrid tactics that target critical undersea infrastructure. The alliance’s conventional superiority does not automatically translate into deterrence against sabotage, GPS jamming,...

By Atlantic Council
Andrew Peek Joins Atlantic Council’s Adrienne Arsht National Security Resilience Initiative as Inaugural Director
NewsFeb 4, 2026

Andrew Peek Joins Atlantic Council’s Adrienne Arsht National Security Resilience Initiative as Inaugural Director

Andrew Peek has been appointed the inaugural director of the Atlantic Council’s Adrienne Arsht National Security Resilience Initiative, housed within the Scowcroft Center for Strategy and Security. In this role he will steer efforts to embed resilience as a core pillar...

By Atlantic Council
Memo to the President: Steps to Secure a Prosperous, US-Aligned Venezuela
NewsFeb 3, 2026

Memo to the President: Steps to Secure a Prosperous, US-Aligned Venezuela

Following the January 3 capture of Nicolás Maduro, a memo authored by former U.S. officials outlines a roadmap for Washington to steer Venezuela toward a prosperous, U.S.-aligned future. It calls for immediate benchmarks on human‑rights reforms, dismantling of paramilitary groups, and...

By Atlantic Council