American Global Strategies May Newsletter (2025)

What’s Happening in National Security, Technology, Defense & Maritime

Vol. 4, Issue 40

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AGS UPDATES

• American Global Strategies gathered in Doha, Qatar to partner with Bond Payne and Citizen Capital to bring together industry leaders and capital allocators from across the world to discuss economic development opportunities, particularly in Oklahoma.

2025 Events Calendar

WHAT WE ARE SAYING

• AGS Chairman Robert C. O’Brien and Chief Executive Officer Alexander Gray for The Washington Times: Now Is The Time to Get The National Security Council Right
• Gray joined America Reports to discuss shifts in the National Security Council
• Gray joined Trace Gallagher on Fox News Night to discuss President Trump’s Trip to the Middle East
• Gray joined Fox and Friends to discuss President Donald Trump’s interview where he discussed the ongoing humanitarian crisis in Gaza

• Gray for Foreign Policy: An America First Policy for the Antarctic
• O’Brien for Real Clear Energy: A Pollution Tariff Would Close China’s Trade Loopholes
• Gray for 19FortyFive: The U.S. Needs A Crypto Strategy To Counter China

• O’Brien joined Primary Politics on Fox Business to discuss reports of secret Iranian nuclear weapons sites on ‘The Bottom Line.’
• O’Brien for Fox News: America needs a Venezuela deal that only President Trump can deliver
• AGS Senior Advisor Arthur Herman wrote a two part essay on American shipbuilding capacity from Henry Kaiser
  • Part I
  • Part II

WHAT OTHERS ARE SAYING ABOUT AGS

• Washingtonian: Ambassador Robert C. O’Brien named one of Washington DC’s 500 Most Influential People

WHAT WE ARE READING

Maritime

• The American Conservative: ‘No More Undefined Missions,’ Vance Promises Navy Graduates
• Holland & Knight: Bipartisan Bill Reintroduced to Enhance U.S. Shipbuilding, Maritime Sector, National Security
• The New York Times: U.S. Ships Championed by Trump Cost 5 Times as Much as Asian Ones
• The Atlantic: How America Lost Control of the Seas
• Nikkei Asia: Japan’s shipbuilding prospects hinge on next-gen vessels as China surges
• Reuters: EU proposes Black Sea maritime security hub
• Real Clear Defense: The Quad Should Work Together on Maritime Surveillance To Counter China.

Defense Industrial Base

• National Interest: Re-Imagining America’s Defense Industrial Base
• Asia Times: The defense-industrial base and alliances: US Steel and beyond
• The Hill: 5 ways to restore America’s defense industrial base without new spending
• Business Insider: If drone companies don’t have their kit on the frontline in Ukraine they ‘might as well give up,’ says UK minister

National Security & International Affairs

• War on the Rocks: How China Could Counter U.S. Intervention in War Over Taiwan
• Financial Times: China improves ability to launch sudden attack on Taiwan
• The New York Times: Germany Says It Will Step Up Weapons Support for Ukraine
• Foreign Affairs: Is a Good Iran Deal Possible: What Washington Needs From Nuclear Negotiations With Tehran
• Reuters: India and Pakistan’s drone battles mark new arms race
• The New York Times: How North Korea Botched the Launch of a Warship

Technology & Cyber

• Politico: Artificial intelligence threatens to raid the water reserves of Europe’s driest regions
• Reuters: US senator calls for AI competition in Pentagon contracting
• WSJ: Trump Administration Targets Europe’s Digital Laws as a Threat to Basic Rights and U.S. Business
• SCMP: Chinese, EU semiconductor firms discuss supply-chain security amid ‘bullying’
• Axios: AI race goes supersonic in milestone-packed week

U.S. Politics

• NBC News: Elon Musk says he’s ‘disappointed’ with domestic policy bill in break with Trump
• WSJ: Call the Trump Doctrine Mater-Realism
• WSJ Opinion: Brand America Never Goes Out of Style

UPCOMING EVENTS

• July 15, 2025 – July 18, 2025: Aspen Security Forum
  “The Aspen Security Forum (ASF) is the premier national security and foreign policy conference in the United States. Presented by the Aspen Strategy Group, ASF has provided a nonpartisan public venue for domestic and global leaders to discuss the key national security and foreign policy issues of the day for the past 15 years.”
• September 9, 2025 – September 23, 2025: 80th Session of the United Nations General Assembly
  “The 80th session of the UN General Assembly (UNGA 80) will open on Tuesday, 9 September 2025. The first day of the high-level General Debate will be Tuesday, 23 September 2025.”
• September 22nd: AGS UNGA Reception
• October 7, 2025 – October 9, 2025: SEMICON West
  “Phoenix is set to become a tech powerhouse in 2025 with the arrival of SEMICON West, the premier microelectronics exhibition in North America. The first show, at the Phoenix Convention Center, is October 7-9, 2025, then it returns in 2027 and 2029.  SEMI’s decision to host SEMICON West in Phoenix highlights a strategic shift to further technological advancements and industry expansion.”
• December 10, 2025: AGS Holiday Party

For additional events and conferences in the national security, aerospace, maritime, international, manufacturing, technology, and energy spaces, please see the AGS 2025 events calendar below:

2025 Events Calendar