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Ethan’s Substack

Ethan Kessler

My personal Substack

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Substack
PricingOnly free issuesPublishesInfrequently
Issues5Founded2 years agoLast Issuea month ago
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Latest Issues

Is there really a tipping point for oil?

BLUF: Talk of a tipping point at the start of June, after which global oil inventories pass an operational stress level and prices rise even further, seems reasonable. Strains on supply are increasingly shifting toward oil products used in...

a month ago
1

American public opinion on Taiwan and the Okinawa question

Ryan Hass, an Obama NSC official on Asia and fellow at the Brookings Institution, had a piece in the Taipei Times a couple weeks ago summing up the conclusions of his personal travels in the U.S. and many recent opinion polls: the American...

2 months ago
1

China Through the Lens of East Asia

In my last post – the start of a series of notes on China’s economy and its impact on international politics – I outlined the main challenges confronting China’s economy as the Center continues to pursue technological excellence and self-re...

5 months ago
16
1

The State of the Chinese Economy: The Road to a More Volatile PRC

Our goal is to catch up with and surpass the United States…As for how many decades it will take, depending on everyone’s efforts, it will take at least fifty years, perhaps seventy-five, which is fifteen five-year plans. Only when we catch...

5 months ago
3

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2 years ago

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    Stuff I find interesting. Taiwan, China, industrial policy, etc.

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