Michael Hollister

Michael Hollister

Newsletter No. 48

What connects a gigantic AI factory in space, Europe’s emerging defense architecture, Kaliningrad, global sea lanes, and the question of who gets to define political rules? Newsletter No. 48 examines the architecture of power - the structures beneath visible decisions that determine who can act, who remains dependent, and where real control ultimately lies.

First Blown Up, Now Coveted: What Washington’s New Interest in Nord Stream Reveals

For years, Nord Stream appeared politically finished: sabotaged, sanctioned, and turned into a symbol of Europe’s break with Russian energy. Now American and Russian representatives are discussing a possible U.S. investment in that very infrastructure. Coincidence, reversal, or part of a broader strategy? A look at Venezuela, Hormuz, Bab el-Mandeb, and Panama reveals a recurring pattern: Whoever controls energy sources and transport routes controls dependencies. Nord Stream could become the next link in that chain.

Sanctioned, Bought, Blown Up, Negotiated: Trump’s Energy Week and the Break with Kyiv – Part 1

Within days, Washington eases sanctions on Russian diesel, pressures Europe to release strategic reserves, brings Nord Stream back into negotiations, and openly questions Ukraine’s president at the same time. What looks like a series of contradictory decisions follows a common logic on closer inspection: energy is becoming an instrument of political leverage. Part 1 reconstructs Trump’s energy week between Moscow, Brussels, and Kyiv - and shows how quickly old red lines disappear once supply, prices, and strategic interests collide.

The West – Briefly Explained

A military alliance receives a peace prize while protesters gather outside. A Nobel Peace Prize laureate presides over years of military airstrikes. And international law appears to be interpreted differently depending on which country violates it. From NATO interventions and the Strait of Hormuz to political contradictions in Berlin and Brussels, Michael Hollister examines the double standards of the so-called values-based West. A critical examination of peace rhetoric, military power, and a rules-based international order whose rules seemingly do not apply equally to everyone.

Terafab – Part 2: Why Space? The Physical Wall

Elon Musk’s vision of orbital AI data centers may sound like technological megalomania. Yet neither energy supply nor radiation creates an insurmountable physical barrier - and even the enormous cooling problem can be mitigated by distributing computing power across satellite swarms. The real wall lies elsewhere: millions of tons of hardware would have to reach orbit every year. Part 2 of the Terafab series examines why computing in space actually makes technical sense - and why, in the end, a single number may determine whether the vision ever becomes reality.

The Drone Wall Disappears – and Becomes Something Much Bigger

What began as a politically catchy “drone wall” has evolved into something far larger: a European defense architecture spanning drones, air and missile defense, space, maritime security, and the eastern flank. With investment ambitions reaching into the hundreds of billions, new procurement structures, close integration with Ukraine, and a readiness timetable extending to 2030, the real story is no longer a defensive line against drones. It is the gradual construction of a jointly coordinated European armament system - and the unresolved question of how much authority is shifting from national capitals to Brussels in the process.

WEEKLY CONFLICT UPDATE No. 5 – October 11, 2026

New front lines, new dependencies: An offensive begins at Bab el-Mandeb in Yemen, missiles strike Riyadh, and American fighter jets attack a commercial vessel in the Gulf of Oman. Ethiopia and Eritrea move closer to direct military confrontation. As Russia continues bombing Ukrainian cities, Washington reopens trade in Russian diesel while Europe releases strategic reserves. Global Conflict Update No. 5 documents developments across eleven conflict zones, examining how military escalation, international supply routes, and political decisions are increasingly interconnected.

The Weapon Turned Outward: How the Same Architecture That Captures the Citizen Is Now Directed at States – Part 7

What sounds like a trade-policy instrument may in fact amount to a far-reaching mechanism of power: A new proposal from Berlin and Paris would make it possible to restrict access to the European single market quickly - not through an active majority, but already where no qualified blocking majority can be assembled. The article shows how this principle fits into an existing architecture of trade defense, regulation, and shifting power - and why it creates not only pressure on third countries, but also new risks for the EU’s own member states.

The Omitted “If”: How a Response Was Turned into a Nuclear Threat – Part 2

It is not merely the number of NATO exercises around Kaliningrad that has changed, but their character: Forces, command structures, and military capabilities are being integrated into a permanent operational architecture. At the same time, Russia has lowered the threshold in its nuclear doctrine while direct communication between the 2 sides has largely disappeared. Part 2 examines the capabilities actually being built - and why a single mistake could trigger an escalation that may prove impossible to contain.