SAFE Summit 2026 – Spotlighted Reports

SAFE Summit 2026 – Spotlighted Reports

SAFE’s research portfolio spans some of today’s most complex and consequential policy challenges—from oil supply shocks and energy market disruptions to drones, autonomous vehicles, and the vulnerabilities embedded in critical mineral supply chains. Explore some of our most influential reports, at the nexus of energy, security, and geopolitics, from our 20-year history below.

Turning Scrap into Strength: The Strategic Importance of Aluminum Recycling (2026)

Aluminum is essential across nearly every major U.S. commercial sector including automotive, aerospace, defense, electronics, and energy infrastructure. To keep pace with growing aluminum demand, recycling offers significant economic and strategic advantages. Turning Scrap into Strength highlights the importance of treating aluminum scrap as a strategic asset and how targeted investments in collection, sorting, and re-melting capacity can strengthen the security and diversity of aluminum supply chains.

From Waivers to Scale: How BVLOS Modernizes America’s Low-Altitude Infrastructure (2026)

Drones are no longer a niche technology—they are reshaping industry and national security. But, in the United States,
commercial adoption is constrained by rules designed for short-range flights and regulatory pathways built for
traditional aviation. From Waivers to Scale frames Beyond Visual Line of Sight (BVLOS) drone operations as a national low-altitude infrastructure upgrade, replacing today’s waiver patchwork with a rules-based, interoperable pathway that can scale routine drone operations safely across critical infrastructure, public safety, and logistics.

Critical Minerals Pricing Mechanisms (2025)

China’s manipulation of critical mineral markets is part of a broader geopolitical strategy to challenge U.S. economic and military leadership. By artificially lowering input costs, Beijing reduces production expenses for Chinese manufacturers, boosting the competitiveness of their products on a global scale. Critical Minerals Pricing Mechanisms dives into how pricing mechanisms can be applied to provide short-term relief, but cautions against failing to resolve the root cause. Simultaneously to confronting price challenges, the United States must coordinate with other trading partners, while also maintaining robust industrial and manufacturing capabilities at home.

Powering Prosperity: Transmission & America’s Industrial Golden Age (2025)

The current national emphasis on meeting the power demands of AI and data centers is urgent, but the U.S. must also focus on providing the energy needs of five manufacturing sectors that are key to the nation’s defense readiness: semiconductor fabrication, aluminum smelting, automobile manufacturing, steelmaking, and petroleum refining. Powering Prosperity lays out recommendations to ensure the United States can power both AI and large-scale domestic manufacturing, positioning itself to lead in the next industrial era and strengthen national security.

AI in Motion: Securing America’s Edge in Safer, Smarter Transportation (2025)

AI is transforming how transportation systems are designed, governed, and operated, presenting a prime vector for saving lives, time, and money. AI-enabled transportation improves roadway safety by predicting collisions, identifying hazardous conditions, and enabling faster emergency responses. However, despite these benefits, the U.S. Department of Transportation has only recently begun incorporating AI into its regulatory actions. AI in Motion analyzes AI applications and governance in transportation and lays out several guidelines for securing American leadership in and taking full advantage of AI-enabled transportation.

The Pillars of Power: A Strategy for Energy Security and Industrial Resiliency (2025)

The erosion of U.S. industrial capacity and supply chain security has created an American economy heavily dependent on imports of critical minerals, industrial materials, and advanced manufacturing technologies that underpin energy production, manufacturing, and defense capabilities. The Pillars of Power calls for urgent, coordinated action to restore America’s industrial base, secure critical supply chains, and strengthen national defense through energy and technological leadership.

Beyond Takeoff: Policy Strategies to Build the Infrastructure Future for Advanced Air Mobility (2025)

With a projected global market value of $500 billion by 2040 and the potential to create hundreds of thousands of skilled jobs, AAM has the power to transform transportation. However, without strategic public infrastructure investments, regulatory coordination, and flexible and enduring funding mechanisms, AAM risks being dominated by private interests, limiting competition and innovation. Beyond Takeoff offers strategies for policymakers to help drive the development of an interoperable and accessible Advanced Air Mobility (AAM) ecosystem.

Wired for Defense: The National Security Imperative of Transmission Expansion (2024)

The power grid’s ability to provide reliable electricity to homes, industrial centers, and military installations is crucial for both economic and national security. However, a complex regulatory environment, regional differences among utility providers, and obstacles to modernization efforts have resulted in an outdated grid system that is increasingly strained and susceptible to outages. Wired for Defense emphasizes how existing vulnerabilities in the power grid affect the U.S. Department of Defense (DoD) and the nation’s industrial base, ultimately impacting both national and economic security.

Unlocking 21st Century Mobility System: How to Rethink the Future of Mobility and Restore Leadership in Transportation Innovation (2024)

The United States and its allies are falling behind as the global leaders in the development, testing, and deployment of innovative transportation technologies. Without coordinated action, the U.S. and its allies will continue to watch from the sidelines as a global competitor like China position themselves to control the critical industries that will define this century and reap the many benefits of reimagined mobility and industrial capacity. Unlocking 21st Century Mobility System provides a foundation to understand and identify what has prevented progress toward addressing the major transportation challenges of our time.

The U.S. Aluminum Industry’s Energy Problem and Energy Solution (2023)

Aluminum is critical to our economic and national security through its defense, aerospace, electricity, and transportation uses. Demand will continue to grow as the economy transitions to a more sustainable energy future with the electrification of automobiles and new green technologies. The U.S. Aluminum Industry’s Energy Problem and Energy Solution, analyzes the dichotomy between rising demand for aluminum and its energy-saving benefits versus the declining production in the U.S. due to its energy intensity in the production phase.

Oil Security 2025: U.S. National Security Policy in an Era of Domestic Oil Abundance (2014)

America’s oil boom shattered conventional wisdom and upended long-held beliefs. While much attention has been given to the economic impacts of this revolution, the national security, foreign policy, and geopolitical ramifications were less well understood back then. “Oil Security 2025: U.S. National Security Policy in an Era of Domestic Oil Abundance,” explores the potential for U.S. oil production to impact American foreign policy and national security in the coming decade and presents a series of recommendations designed to safeguard and advance U.S. interests.

For over 20 years, SAFE has led the policy dialogue on energy and national security, and we look forward to continuing this work through our in-depth research for years to come.