FDD Events Podcast

Listen in on FDD Events featuring discussions on today’s most pressing national security and foreign policy challenges and opportunities with top policymakers and leading experts. Webpage: https://www.fdd.org/events/

  1. The Electrotech Stack at Risk: China, AI, and America's Energy Supply Chains

    3 days ago

    The Electrotech Stack at Risk: China, AI, and America's Energy Supply Chains

    The United States is in the early stages of a generational energy buildout driven by soaring AI demand and accelerating digitization of the grid itself. But even as hundreds of billions of dollars flow into batteries, power electronics, and the embedded software that will give America’s electrical infrastructure its digital nervous system, the United States remains dependent on China for the tools to build it. Beijing dominates much of this “electrotech stack,” and that dependence is not only creating supply vulnerabilities – it’s threatening to undermine the very security advantages a modernized grid is meant to deliver. The most pressing danger, however, may not be Chinese hardware but rather American policy paralysis: overcorrection that delays the technologies this buildout demands, or indecision that continues ceding strategic ground to Beijing. A new paper by FDD and Carnegie Mellon’s Institute for Strategy and Technology (CMIST), Electrotech Moneyball: An Industrial Strategy for Ranking Risk and Opportunity in Energy & AI Supply Chains, responds to this moment with a clear framework for achieving the greatest strategic return. To discuss “Electrotech Moneyball,” FDD and CMIST will host an on-the-record discussion moderated by Harry Krejsa, director of studies at CMIST, featuring Phoebe Benich, non-resident fellow at CMIST; RADM (Ret.) Mark Montgomery, senior director of FDD’s Center on Cyber and Technology Innovation (CCTI); Jackie Siebens, vice president of public affairs at Helion Energy and non-resident senior fellow with the Atlantic Council; and Dr. Emma Stewart, non-resident fellow at CMIST and lead for Idaho National Laboratory’s Center for Securing Digital Energy Technology. For more, check out: https://www.fdd.org/events/2026/05/28/the-electrotech-stack-at-risk-china-ai-and-americas-energy-supply-chains/

    1hr 12min
  2. Previewing the Trump-Xi Summit

    7 May

    Previewing the Trump-Xi Summit

    As President Trump prepares to meet Chinese President Xi Jinping, the summit arrives not as a diplomatic breakthrough but as a carefully managed pause in an accelerating strategic competition. FDD Senior Fellow Craig Singleton framed the meeting as a continuation of last fall's tactical trade truce — "stalemate with a stage" — in which both sides are protecting the trade and tariff lane while continuing to apply pressure everywhere else. Expected deliverables remain narrow by design: agricultural purchases, Boeing orders, and a Board of Trade mechanism to separate lower-risk commerce from sensitive technology sectors. Elaine Dezenski, senior director of FDD's Center on Economic and Financial Power, identified China's dollar dependency as its structural Achilles heel and flagged the fentanyl front as largely unresolved, with roughly 97% of Chinese precursor chemical manufacturers now accepting cryptocurrency, shifting money flows beyond the reach of regulated financial institutions. On Iran, she noted Beijing's dual-track posture: publicly ordering Chinese firms to defy U.S. sanctions on Iranian refineries while quietly directing its largest banks to suspend new loans to those same entities. RADM (Ret.) Mark Montgomery, senior director of FDD's Center on Cyber and Technology Innovation, identified Taiwan as the summit's highest-risk variable, warning that any restraint on foreign military sales would be deeply damaging given a U.S. arms delivery backlog already exceeding $20 billion. He cautioned equally against any shift in declaratory policy toward opposing rather than merely not supporting Taiwan independence, which Beijing would immediately weaponize in a lawfare campaign against Taipei. Craig Singleton is a senior fellow and senior director of FDD's China Program. Elaine Dezenski is senior director and head of FDD's Center on Economic and Financial Power. RADM (Ret.) Mark Montgomery is a senior fellow and senior director of FDD's Center on Cyber and Technology Innovation. The call was moderated by Joe Dougherty, FDD's senior director of Communications. For more, check out: https://www.fdd.org/analysis/2026/05/07/previewing-the-trump-xi-summit/

    54 min
  3. The Ramifications of the UAE Leaving OPEC

    30 Apr

    The Ramifications of the UAE Leaving OPEC

    The UAE's decision to exit OPEC is not a procedural footnote — it is a structural rupture in the cartel that has shaped global energy markets and constrained American foreign policy for decades. The UAE was OPEC's third-largest producer, and its departure arrives on the heels of prior defections and years of Saudi unilateralism that have steadily hollowed out the cartel's ability to coordinate production and move prices. What remains of OPEC is a diminished institution whose most vulnerable member, Iran, will depend heavily on elevated oil prices to fund post-conflict reconstruction. But the cartel that once enforced that pricing floor is fracturing — and the UAE’s exit accelerates that fracture. That is not a coincidence. It is a strategic opportunity. The UAE's exit is inseparable from the broader regional realignment triggered by Iran's retaliatory attacks against its neighbors and decision to close the Strait of Hormuz. Those actions drove the UAE toward closer alignment with the United States and away from any institutional arrangement that seats it alongside its chief antagonist. Leaving OPEC allows Abu Dhabi to pump freely, erodes the pricing floor Tehran requires, and adds economic pressure to nuclear negotiations at a moment when Iran's financial position is already precarious. For the UAE, this was not a difficult calculation. The implications extend well beyond the Gulf. OPEC's core function has always been coordinating production cuts to artificially prop up the price of oil — a mechanism that has imposed real costs on American consumers and handed leverage to adversarial petrostate regimes for generations. That function requires internal cohesion OPEC no longer has. The question now is not whether the cartel can recover its influence, but whether the United States is prepared to openly welcome its decline and shape what comes next. To walk journalists through the geopolitical, economic, and energy security dimensions of the UAE's exit, FDD hosts three experts: Richard Goldberg, senior advisor and head of FDD's Energy and National Security Program, who previously served on the White House National Energy Dominance Council and the NSC's Iran directorate; Elaine K. Dezenski, senior director and head of FDD's Center on Economic and Financial Power, an expert on economic statecraft, illicit finance, and supply chain resilience; and Bernard Haykel, senior fellow and Princeton professor of Near Eastern Studies. The discussion is moderated by Joe Dougherty, FDD's senior director of Communications. For more, check out: https://www.fdd.org/analysis/2026/04/29/the-ramifications-of-the-uae-leaving-opec/

    55 min
  4. Iran's economic damage from Operation Epic Fury

    23 Apr

    Iran's economic damage from Operation Epic Fury

    U.S. and Israeli strikes under Operation Epic Fury have inflicted severe economic damage on the Iranian regime — damage that now shapes the landscape of ongoing ceasefire negotiations. FDD's Center on Economic and Financial Power has produced the first systematic, model-based estimate of Iran's economic losses, projecting that Tehran has lost roughly $144 billion, or approximately 40 percent of its pre-war GDP, in under two months. The losses are not evenly distributed: some sectors have been hit harder than others, and critically, much of what has been destroyed — including Iran's F-14 fleet, its nuclear scientific personnel, and its advanced centrifuge supply chains — cannot be replaced under continued sanctions. These are not recoverable line items; they represent permanent degradation of Iran's strategic and industrial capacity. The economic picture was already dire before the war began. Iran's economy was in deep recession, its population bearing the cost of decades of mismanagement and sanctions pressure. The question now is how much more the clerical regime can absorb — and whether conventional assumptions about Iran's leverage, including its ability to threaten the Strait of Hormuz, hold up under scrutiny. FDD's analysis suggests that leverage may be more of a weakness than a weapon. To walk journalists through their economic model and discuss the implications for nuclear negotiations, FDD hosts three experts from its Center on Economic and Financial Power: Elaine Dezenski, Senior Director and head of CEFP, Miad Maleki, Senior Fellow specializing in economic sanctions, and Daniel Swift, CEFP Senior Research Analyst. The discussion is moderated by Joe Dougherty, FDD's Senior Director of Communications. For more, check out: https://www.fdd.org/analysis/2026/04/23/irans-economic-damage-from-operation-epic-fury/

    50 min
  5. Hezbollah at War: What Comes Next for Lebanon and the Region

    9 Apr

    Hezbollah at War: What Comes Next for Lebanon and the Region

    Israel's military escalation against Hezbollah — an Iran-backed terrorist organization based in Lebanon that recently reignited conflict with Israel in solidarity with Iran — has created a rare opening for Lebanese sovereignty. The Lebanese government under Prime Minister Nawaf Salam has taken unprecedented steps, formally stripping Hezbollah of its long-standing "right of resistance" designation and voting to disband its military wing — the first Lebanese government in 30 years to do so. However, these decisions remain unenforceable: the Lebanese Armed Forces have declined to confront Hezbollah directly, the Iranian ambassador declared persona non grata remains in Beirut, and Hezbollah has responded with open defiance. Iran is now attempting to bundle a Lebanon ceasefire into its own nuclear negotiations — a move rejected by both Israel and, notably, the Lebanese government itself, which is insisting on direct bilateral talks with Israel rather than being negotiated over by Tehran. This represents a generational opportunity: Israeli military operations have severely degraded Hezbollah, while U.S. and Israeli strikes on Iran have exposed the Islamic Republic's vulnerabilities and rattled its regional proxy network. The central question now is whether Lebanon can translate its political declarations into action — and whether the U.S. can help it do so — before a ceasefire allows Hezbollah to regroup and rearm, as it has done repeatedly since 2006. To discuss these developments with journalists, FDD hosts three of its scholars: Jonathan Schanzer, executive director and Middle East scholar, David Daoud, senior fellow focused on Lebanon and Hezbollah, and Hussain Abdul-Hussain, research fellow on Israel and Gulf Arab states. The discussion is moderated by Joe Dougherty, FDD’s senior director of Communications.

    1hr 4min

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Listen in on FDD Events featuring discussions on today’s most pressing national security and foreign policy challenges and opportunities with top policymakers and leading experts. Webpage: https://www.fdd.org/events/

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