Opinions - North America

India’s Position in the Chips Industry

India’s Position in the Chips Industry

by Shogo Hiruta, published on 27 July 2026
In February 2026, India joined the Pax Silica Declaration, a US-led supply-chain framework designed to secure mainly critical minerals and semiconductors (also known as chips). Prior to that, the Indian government established India Semiconductor Mission (ISM) in 2021 to strengthen the domestic semiconductor ecosystem by about 10 billion US dollars of subsidy. For years, India’s semiconductor ambition has attracted less attention than the equivalents in the USA, EU, Japan and South Korea. As American memory giant Micron Technology started its manufacturing in Gujarat in February 2026, India’s ambitions seem to finally start making progress with international and domestic supports.
The New Energy Routes Out of the Gulf

The New Energy Routes Out of the Gulf

by Mustafa Enes Esen, published on 23 July 2026
Iran's closure of the Strait of Hormuz may ultimately prove more consequential than its military campaign in reshaping the region's energy landscape. Saudi Arabia is operating its pipeline to the Red Sea at capacity and evaluating an expansion. The United Arab Emirates is constructing a second line to bypass Hormuz.
What Trump's Embrace of Erdoğan Buys, and What It Costs

What Trump's Embrace of Erdoğan Buys, and What It Costs

by Mustafa Enes Esen, published on 10 July 2026
The NATO summit held in Ankara on July 7 and 8 produced few surprises. By the standards of the alliance in its current condition, a summit that ends without a scandal counts as a success, and Ankara delivered one. Participants across delegations described a flawlessly organized event in which every need had been anticipated, a sentiment the summit declaration itself echoed in recording the allies' appreciation for Turkey's hospitality.
Ankara's Potemkin City

Ankara's Potemkin City

by Mustafa Enes Esen, published on 28 June 2026
The NATO Summit will be attended by the heads of government, among them U.S. President Donald Trump, French President Emmanuel Macron, and German Chancellor Friedrich Merz, along with other guests such as Syrian President Ahmad al-Shaara. These are the busiest days for Western diplomats posted in Turkey, who are scrambling to prepare for their leaders' arrivals.
Turkey's Stake in the U.S.–Iran Deal

Turkey's Stake in the U.S.–Iran Deal

by Mustafa Enes Esen, published on 18 June 2026
The agreement provides Iran with substantial gains, including sanctions relief, an end to hostilities extending to Lebanon, and tacit acceptance of its ballistic missile program. The two sides also retain a 60-day window to negotiate a final settlement on the nuclear file. From Ankara's perspective, a settlement preserving the Iranian state was always more likely than the regime change pursued by Washington and Israel.
A Japan-South Korea ACSA Should Be Limited, Practical, and Politically Sustainable

A Japan-South Korea ACSA Should Be Limited, Practical, and Politically Sustainable

by Ju Hyung Kim, published on 15 June 2026
Japan and South Korea do not have a military alliance akin to NATO. Nonetheless, a Japan-South Korea Acquisition and Cross-Servicing Agreement, or ACSA, would prove valuable in a period of crisis. It is most appropriate to understand ACSA as an agreement on logistics. It enables the two militaries to provide materials and services to one another in accordance with agreed conditions. Such support may include fuel, food, transportation, maintenance, medical support, communications support, repair services, and non-combatant assistance.

Reports - North America

Turkey's Vision For a New Syria

Turkey's Vision For a New Syria

by Mustafa Enes Esen, Haşim Tekineş, Mehmet Demirbaş and Servet Akman, published on 14 February 2026
This report analyzes Turkey’s vision for Syria following the fall of the Assad family and the rise of the HTS under the leadership of Ahmad al-Sharaa. In this regard, it focuses on the foreign actors that, alongside Turkey, now have the greatest ability to shape Syria’s future: namely the United States and Israel.
TURKEY'S GROWING ROLE IN GLOBAL COCAINE TRAFFICKING

TURKEY'S GROWING ROLE IN GLOBAL COCAINE TRAFFICKING

by Dr. İmdat Öner, Halil Çavuş, Ömer Güler and Mustafa Enes Esen, published on 17 September 2024
This report focuses on Turkey's prominence as an emerging market for cocaine trafficking and organized crime in the last decade. Cocaine production in Latin America has dramatically increased since 2013, and Turkey’s status as an emerging market has attracted the attention of Latin American government officials on the front lines of the cocaine trade.
ABD'NİN ÇİN TEHDİDİ ALGISI VE PASİFİK'TE DEĞİŞEN DENGELER

ABD'NİN ÇİN TEHDİDİ ALGISI VE PASİFİK'TE DEĞİŞEN DENGELER

by Mehmet Demirbaş, Enes Esen and Tolga Güneş, published on 13 June 2024
Küresel güç dengelerinin yeniden şekillendiği bir dönemden geçmekteyiz. Asya ülkelerinin güçlü ekonomik performansı nedeniyle dünyanın ağırlık merkezi Batı’dan Doğu’ya doğru kaymaktadır. Özellikle Çin’in hızlı yükselişi yeniden çok kutuplu bir dünyanın oluşmaya başladığına işaret etmektedir.

Videos - North America

Trump ve İran-İsrail Gerilimi

June 19, 2025
by Haşim Tekineş, published on 19 June 2025
Trump İran ve İsrail arasındaki gerilime katılıp katılmama konusunda yol ayrımında.

Energy, Power, and Politics: Turkey’s $350 Billion Oil Question

April 23, 2025
by Haşim Tekineş, published on 23 April 2025
Turkey is drilling deep—literally and politically. With potential reserves in the Diyarbakır and Thrace Basins, and rising production in the Black Sea Sakarya Gas Field, this could be a turning point for the country’s energy future. But is this an economic breakthrough—or just another political power play?

Trump and Iran: From War Talk to Deal-Making?

April 17, 2025
by Haşim Tekineş, published on 17 April 2025
In this video, we break down why Trump is suddenly open to diplomacy with Iran. With Iran’s economy in crisis, regional influence shaken, and military options looking risky, a quick deal might be his best shot at a foreign policy win.

“Mukayeseli Tutarsızlıklar”Trump Neyi Yanlış Yapıyor?

April 14, 2025
by Mehmet Demirbaş and Ömer Güler, published on 14 April 2025
Amerika'nın küresel ticarette benimsediği bu dalgalı yaklaşım, sadece Çin’i değil tüm dünyayı etkiliyor. Peki bu strateji işe yarıyor mu, yoksa kendi kendini sabote eden bir yaklaşım mı? Detaylar videoda.

Biden vs. Trump on Ukraine: Who’s Right?

March 23, 2025
by Haşim Tekineş, published on 23 March 2025
In this video, we break down Biden’s and Trump’s Ukraine policies, their different endgames, and how their choices shape US foreign policy, NATO, and the global balance of power. Is Biden’s cold-blooded strategy the best way to contain Russia, or is Trump’s push for a ceasefire actually the smarter move?

Ve Ticaret Savaşları Başladı!

March 5, 2025
by Mehmet Demirbaş and Haşim Tekineş, published on 5 March 2025
Amerikan Başkanı Donald Trump Kanada, Meksika ve Çin'e gümrük vergileri koydu. Trump AB'ye de vergi koyacağını belirtiyor. Bu vergiler Amerika'yı, dünya ekonomisini ve Türkiye'yi nasıl etkileyecek?