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Weaponized Economy

Rachel Ziemba

This newsletter tracks how governments are reshaping markets and economic flows, by using sovereign balance sheets to develop new markets and choke off others. We study all the economic statecraft tools and shifting trade, investment, finance and politics

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues126Founded9 years agoLast Issue10 days ago
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Latest Issues

Some Takeaways from Madison (Wisconsin that is)

Confused about the state of global energy markets and trade policy? I have some events for you! Coming up this week, I’ll be talking about shifting energy market trends in the Energy 2026 virtual event alongside Mukesh Sahdev and Brian Pier...

10 days ago
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Lingering questions from the Trump-Xi Meeting

Xi Jinping and his entourage have returned to China after their very ceremonial visit to Washington. Expectations were low for real deliverables, and that doesn’t seem to have disappointed. Perhaps the biggest impact was setting up these ne...

15 days ago
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Some quick takes from UNGA/Climate Week

I spent much of the last few days dashing around NYC, being glad that the world comes to NY for these weeks - and also glad that I did not have to pay a hotel bill! I appreciated catching up with many friends, contacts and clients and the o...

18 days ago
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Venezuela: What’s Going on with all the Deals

If you or those you know happen to be in Madison Wisconsin on Thursday next week, do join us for a public event. Details here. Any recommendations welcome. I’ll also be dashing about UNGA/Climate week events in NYC earlier next week. please...

24 days ago
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BRICS: Bilateral Meetings In Focus

The BRICS leaders summit wrapped up at the end of the weekend. It seems to have navigated some difficulties and divides. There was a leaders declaration and key leaders showed up. The BRICS meeting continue to be a useful platform for all/m...

a month ago
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  • Rachel Ziemba

    Geopolitics and geoeconomics of energy and resources. Obsessed by energy, sanctions, sovereign wealth, debt, trade @CNASdc Ziemba Insights Horizon Engage NYU \ud83c\udde8\ud83c\udde6 knitter of fabric and scenarios. wine economist/ Dip WSET.

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