NatSec Matters

Managing Director and Partner at Beacon Global Strategies, Michael Allen, sits in for Michael Morell and Andy Makridis this week and checks in with the Center for a New American Security's Andrea Kendall-Taylor about the current state of Russia's war on Ukraine and how a possible President Kamala Harris could spearhead U.S. support for Ukraine. Andrea, a former CIA senior analyst and now Senior Fellow and Director of the Transatlantic Security Program at CNAS, discusses the current status of NATO support for Ukrainian membership and what the future could hold for the war.

Michael is joined by Holly Dagres, the Libitzky Family Senior Fellow at the Washington Institute for Near East Policy and editor of The Iranist, for a unique look at the internal dynamics shaping Iran amid ongoing war and economic strangulation. Holly rewinds to the December and January anti-regime uprisings that preceded the conflict, detailing the unprecedented state-led massacre of protesters and the ensuing collapse of the Iranian rial. She explains why the clerical regime's survival has radicalized a new generation of IRGC hardliners, the psychological blow dealt to ordinary Iranians by strikes on energy infrastructure, and the growing sense of abandonment felt across the country after unfulfilled promises of Western support. Holly also assesses the sustainability of Washington's naval blockade, Tehran's escalatory brinkmanship in the Persian Gulf, and what it will actually take for the Iranian public to risk returning to the streets. Additional Resources:Abdorrahman Boroumand Center Center for Human Rights in Iran

Michael is joined by Peter Rough, Senior Fellow and Director of the Center on Europe and Eurasia at the Hudson Institute, to dissect the stalled diplomatic efforts to resolve the war between Ukraine and Russia, and the latest interventions by U.S. envoys Steve Witkoff and Jared Kushner. He also assesses Ukraine's persistent deep-strike campaign against Russian refineries, mounting Russian casualty rates, and the internal frictions behind Kyiv's high-level military leadership shakeup. Finally, Peter evaluates the growing threat of Russian gray-zone sabotage across Europe and examines whether allied aid and sanctions can hold the line ahead of a difficult winter. Let us know what geopolitical topic we should focus on next, get in touch at [email protected].

Michael is joined by Clay Seigle, Managing Director of Beacon Global Strategies' newly announced energy practice and former James R. Schlesinger Chair at CSIS, for an expert briefing on volatile global energy markets. Clay breaks down the economic dynamics underpinning $90-a-barrel oil, explaining how the ongoing standoff in the Strait of Hormuz, presidential messaging, and severe global refining bottlenecks are driving price fluctuations. He also analyzes the impact of Ukraine's drone strikes on Russian fuel throughput and examines the broader implications of tightening global diesel markets. Turning to the Western Hemisphere, Clay assesses the long-term feasibility and legal complexities of new U.S. investment frameworks for upgrading Venezuela's heavy sour crude resources. Finally, he highlights critical flashpoints to watch, including commercial shipping risks across the Red Sea.

Michael is joined by Yaakov Katz, former Editor-in-Chief of The Jerusalem Post and author of While Israel Slept: How Hamas Surprised the Most Powerful Military in the Middle East, for an assessment of the Israeli perspective following months of joint strikes on Iran with the U.S. Yaakov explains the political impact of the war in Israel and the origins of the widening diplomatic daylight between Prime Minister Benjamin Netanyahu and Washington. He also previews the upcoming Israeli elections, analyzing Netanyahu's fight for political survival against a surging opposition led by former IDF Chief of Staff Gadi Eizenkot. Finally, Yaakov evaluates the operational stalemate in Gaza, conditions surrounding the Board of Peace's 15-point disarmament plan, and the enduring challenges to long-term stability.