Warwick Powell's Substack
Dr Warwick PowellInternational Political Economy, Geopolitics and System Change
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 136 | Subscribers | Read | warwickpowell.substack.com |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #228 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
China’s Material Squeeze Exposes U.S. Industrial Fragility
When Washington declared an economic war on China’s technology ascent, it assumed it held the upper hand. Tariffs, export bans, entity lists and chip sanctions were meant to isolate Beijing, choke its access to critical inputs, strangle its...
America Against Itself, redux
The early warning signs of American precarity were evident 3-plus decades ago. The hubris of the “end of history” masked a political economy that was itself fragile to the core.
The 100 GW Mirage
In late September 2025, the U.S. Secretary of Energy Chris Wright declared that America must add at least 100 gigawatts (GW) of firm power capacity within the next five years if it is to maintain global leadership in artificial intelligence...
Profits, Policy and the Recomposition of China’s Industrial Structure
China’s latest industrial profit data speaks to how state policy, liquidity management, and sectoral structure are reshaping the country’s accumulation regime. In this sense, the data is less about cyclical recovery. After months of contrac...
Authors
The writers behind this newsletter.
I'm an Adjunct Professor at Queensland University of Professor working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance.
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