A newsletter on economic security, industrial policy, trade economics, and EU-US-China relations.
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This week, we provide leaders on both sides of the Atlantic with a to-do list for September, focusing on competitiveness. We also break down the latest advances in lithography and critical minerals.
Shortcomings in our mineral strategy; China’s Kimi K3; and Ukraine's defense shake up.
The US government is delivering on a economic security and AI alliance that could shift the balance of power. This week, we break down Pax Silica and European defense investments.
African governments are introducing laws restricting the export of unprocessed mineral ore. This week, we break down these policies and evaluate the status of global shipping.
This week, we check in on Pax Silica, a US-led economic security alliance, and the EU's potential to join. We also break down Mozambique's new mineral law and the collapse of Europe's new fighter jet.
This week, we take a critical look at the state of EU-China relations. We also break down how critical minerals are impacting a rebellion in the DRC and how the US is building new data centers.
Welcome to a joint installment of Critical Supply and Weaponized Economy, two newsletters on trade, energy policy, and economic security, including critical supply chains.
This week, we break down the new EU-US critical minerals agreement. We also take a look at a new Economic Security Zone in the Philippines and China's presence in Mozambique.
This week, we take a look at the state of critical minerals negotiations between the US and other great powers. We also break down China's latest supply chain law.
This week, we review Mohammed Soleiman's new book 'West Asia" and debrief the recent EU-Australia Free Trade Agreement and White House AI Legislative Framework.
