
Columbia Energy Exchange Ian Bremmer on Navigating a Fragmenting World
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Apr 21, 2026 Ian Bremmer, founder of Eurasia Group and Columbia SIPA faculty member, offers a compact tour of today’s fractured world. He discusses the Iran crisis and potential ceasefire contours. He explores Gulf rivalries and shifting trade routes. He examines AI’s real organizational effects and whether sovereign AI stacks make sense. He assesses China’s long game and how geopolitical fragmentation reshapes markets and energy flows.
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GCC Cohesion Is Rapidly Fraying
- The Gulf Cooperation Council is fracturing as members pursue different regional partners and strategies post-conflict.
- Bremmer points to the UAE aligning closely with Israel while Saudi Arabia leans toward Pakistan, Egypt, and Turkey.
Paying Off Militias Is A Short Term Protection Play
- Regional actors are buying short-term protection from nonstate groups to secure shipping and energy flows.
- Bremmer notes Saudi payments to Houthis' fighters reduced attacks, a pragmatic but unstable fix for maritime safety.
Invest In Energy And Infrastructure Resilience Now
- Spend more on resilience by hardening critical infrastructure and developing land-based alternatives to vulnerable sea routes.
- Bremmer lists desalination plants, Red Sea security, and pipelines as priorities after maritime disruptions.




