@fraghi
Economic security and China Research Leader China and Economic Security at Rand Europe; Non-resident Fellow at Wadhwani Center for AI and Advanced Technologies @CSIS; host of the podcast Geoeconomic Competition. Former MERICS, IAI
Also featuring:
@josephdeweck.bsky.social
@rebeccawire.bsky.social
@fraghi.bsky.social
@johnkampfner.bsky.social
@dbroessler.bsky.social
@jeremycliffe.bsky.social
@henninghoff.bsky.social
and more!
The new full issue is up now: ip-quarterly.com/en/winter-20... (2/2)
EU leaders are discussing today the so-called reparations loan to finance Ukraine in the coming years. But how does it work and why does it matter? @fraghi.bsky.social had me on her podcast and asked all the good questions and so we tried to unpack this potentially pretty big Christmas gift ๐
If you want more hot takes on China's 15th Five-Year Plan, here you go! I joined my RAND Europe colleague @fraghi.bsky.social on her "Geoeconomic Competition" podcast. open.spotify.com/episode/3zFd...
Does the country have the ability to implement it? As noted by a colleague, what are the implications for the European defence sector?
๐จ๐ณ expanding extraterritorial applications? Further showing what it can do with its REE lever (which is def less precarious than sometimes stated).
As reported by Henry Gao ๐จ๐ณ new export controls move
"foreign entities must now obtain an export license if they re-export or manufacture abroad any items that (1) contain over 0.1% of Chinese-origin controlled materials, or (2) are produced using Chinese-origin rare earth technologies"
New: European Commission has unveiled sweeping measures to shield the EUโs struggling steel industry from a flood of overcapacity it says is emanating from China, slashing tariff-free quotas by nearly half and doubling duties on excess shipments to 50%
Thanks to @fraghi.bsky.social for hosting me on her brilliant Geoeconomic Competition podcast recently to put the recent EU-US tariff deal and EU-China summit in perspective.
๐บ๐ธ ๐จ๐ณ
Among the questions discussed:
Has EU squandered its "strategic autonomy"?
podcasts.apple.com/us/podcast/i...
With the ๐บ๐ธ Court of International Trade ruling on the "reciprocal tariffs", here's the third episode of ๐ง the series on new trade "deals". Trade tensions between ๐บ๐ธ๐จ๐ณ with Reva Goujon, Director at Rhodium Group.
open.spotify.com/episode/2Arp...
podcasts.apple.com/gb/podcast/t...
Second episode of Geoeconomic Competition's series on new "deals"!
๐ช๐บ๐ฌ๐ง summit, the "deal" that followed and what we can expect in the coming months with @georginaewright.bsky.social
Spoiler: no economic security!
podcasts.apple.com/gb/podcast/t...
open.spotify.com/episode/2yFi...
Focus on the โdirection of travelโ! Sound advice and thoughts from @samuelmarclowe.bsky.social in his excellent conversation with @fraghi.bsky.social.
podcasts.apple.com/ca/podcast/g...
New series on new "trade deals". The first episode is about the ๐ฌ๐ง ๐บ๐ธ Prosperity Deal with Sam Lowe, partner at Flint Global
The series inaugurates a new logo for Geoeconomic Competition thanks to Paolo D'Alessandro!
podcasts.apple.com/gb/podcast/t...
open.spotify.com/episode/0PmJ...
I'll be on a stellar panel this evening discussing the resilience of China's economy. I'll be providing the view from Europe.
With the excellent Jude Blanchette, @fraghi.bsky.social @gdp1985.bsky.social - for fans of imposter syndrome, this is not to be missed!
www.rand.org/randeurope/a...
In this episode, Henry Gao, Professor of Law at Singapore Management University helps us unpack ๐จ๐ณ response to the tariffs and the future trajectory, including the impact on global trade
www.buzzsprout.com/2307085/epis...
podcasts.apple.com/gb/podcast/c...
open.spotify.com/episode/68cf...
Buon 25 Aprile! Viva l'Italia ๐ฎ๐น libera e antifascista!
E come ogni anno
open.spotify.com/track/6aQVKy...
The Trump administration is trying to reindustrialize with tariffs, especially on China. But China has lessons to teach the US about industrial strategy. A new RAND Commentary with @fraghi.bsky.social and Benjamin Lenain. www.rand.org/pubs/comment...
Glad to have contributed to Francesca Ghiretti's Geoeconomic Competition podcast, talking about the rich and their role in society - in the past, and today. @fraghi.bsky.social
www.buzzsprout.com/2307085/epis...
Here we go (maybe)
"Donald Trump said he had decided to slap 25 per cent tariffs on imports from the EU, as he lashed out at the bloc, saying it โwas formed to screw the United States"
on.ft.com/3ESBTjQ Donald Trump says he will impose 25% tariffs on imports from EU
It has been an honour to participate in this yearโs EEAS Ambassadorsโ Conference with @niclaskv.bsky.social and @fraghi.bsky.social
If you want to discuss the intersection between economic security and technology at a time when so much is changing fast, join us this evening to hear more about how ๐ฌ๐ง๐ช๐บ๐ฏ๐ต can collaborate in this area
๐๐
www.iiss.org/events/2025/...
New episode of Geoeconomic Competition!!
What does the ๐บ๐ธ AI Diffusion framework mean for partners?
I discuss it with Emily Kilcrease senior fellow and director of the Energy, Economics, and Security Program at CNAS
open.spotify.com/episode/6LIy...
podcasts.apple.com/gb/podcast/i...
"Not everything China does will be about Trump: Most of it will be first and foremost about China"
As we all prepare for the inauguration of Trump as president of ๐บ๐ธ, my first for The Wire China
www.thewirechina.com/2025/01/19/b...
The ๐ช๐บ calls on EU Member States to review outbound investments into non-EU countries.
Three technology areas: semiconductors, artificial intelligence and quantum technologies
ec.europa.eu/commission/p...
I only skim read it for now, but it looks like they have hit all the main points except the one on how the UK plans to collaborate with other countries in AI, especially in relation supply of components needed. But maybe that will go in the trade strategy (?) Apologies if it's there and ai missed it
Today, I received the copies of my first book and I have to say, it is quite the experience
The book looks at how the ๐ช๐บ๐ฌ๐งdebate about FDI screening triggered snd shaped the broader economic security debate in Europe. I argue, it all started there
bristoluniversitypress.co.uk/chinese-inve...
Belated Happy New Year! New episode of Geoeconomic Competition on Nippon Steel and US Steel ๐ฅณ
With Deborah Elms, Head of Trade Policy at the Hinrich Foundation, we analyse the long adventure of Nippon Steel's acquisition of US Steel
www.buzzsprout.com/2307085/epis...
Thanks
Maybe the wise woman of industrial policy knows @ilariamazzocco.bsky.social