Macron in Chengdu
The yard keeps growing. And the fence around China keeps shrinking.
geoeconomic.substack.com/p/macron-in-...
In the early days of Europe’s electric turn, the future arrived the way it often does on the old continent: as a folder. It had a title, an annex, a consultation period, and a gentle assumption that if the rules were correct and the incentives stable, reality would comply. How did this dream curdle?
Forget decoupling. German automakers go back to China to stay alive in the EV race.
What does a year of German rearmament get you? If you're China, almost decade of cash to change the world's electricity infrastructure. geoeconomic.substack.com/p/the-china-...
Donroe’s Rotor: Washington’s Complicated Meeting with China in Latin America. Can the US do hemispheric strategy in the Southern Cone like it's 1957? substack.com/home/post/p-...
The American Toll Booth and the European Industrial Complex:
Europe's Problem Isn’t Just Trump. It’s What America Became.https://geoeconomic.substack.com/p/the-toll-booth-and-the-industrial
US is playing big old imperial haggling games in Europe this week end. But go to the monetary engine room is see that monetary hegemony is over. geoeconomic.substack.com/p/so-this-is...
If the US aimed to hit China via Iran, they got the game wrong.https://geoeconomic.substack.com/publish/posts/detail/190940813?referrer=%2Fpublish%2Fposts%2Fpublished
It has become received wisdom in Brussels and Washington that there is a new “euro-sclerosis”: that the EU economy is lagging the US
This view is wrong
A little primer on the measurement of productivity – and why reports of the economic death of Europe are greatly exaggerated🧵
Pleased to be quoted in today's @nytimes.com, supporting their reporting on the Iran war with a China angle: “China’s push for renewable energy is not motivated by the environment but by the need for energy security and also as a driver of growth.”
www.nytimes.com/2026/03/14/b...
