German Marshall Fund

⚡ “The silicon shield is hanging on thin thread. It’s basically hedging all of its weight on rented energy shipped from other countries.”

Cold Electric CEO Phil Chen joined GMF’s @BonnieGlaser and Jason Hsu on the Taiwan Frontlines Podcast to explore:

🔹 What happens to Taiwan if energy imports are disrupted?
🔹 Is nuclear power a national security asset?
🔹 What can batteries and distributed energy realistically accomplish?
🔹 Can energy resilience contribute to deterrence?

🎧 Listen now: bit.ly/4AChY0r

🇺🇸🇺🇦 "The new Congress will be able to effectively say, we're not going to abandon Ukraine entirely."

Following this week’s US midterm elections, GMF’s @CarrieALee1 told @AFPcom that while the results may not end uncertainty about US support for Ukraine, the new Congress will likely place limits on any major pullback in assistance.

🔗 Read: bit.ly/4iuKpWk

⚡️Can Taiwan’s silicon shield survive without an energy shield?

On this week’s Taiwan Frontlines podcast, Cold Electric CEO Phil Chen joins GMF’s @BonnieGlaser and Jason Hsu to discuss his essay, “Security, Time, and Truth,” which argues that Taiwan’s semiconductor advantage depends on something often overlooked: reliable electricity.

🎧 Listen now: bit.ly/4AChY0r

🇺🇸🇪🇺 “Europeans feel they will have more support in Washington now” following this week’s US midterm elections, but the US faces an uphill battle in rebuilding trust with its European allies, a necessary step toward restoring deterrence, says GMF’s @ClaudMajor.

▶️ Watch the full discussion: bit.ly/4BIJ7Ql

“Those that fund only mines and railways risk financing supply chains that still run through China.”

GMF’s Hermine Sam and Chris Ogunmodede argue the US and Europe are focused on the wrong race when it comes to securing access to critical minerals.

The real contest is not for access to mines, but for control of refining and processing further up the value chain.

🔗 Read: bit.ly/4zug9T3