
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
| Platform | Pricing | Only free issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 103 | Founded | 8 years ago | Last Issue | 10 days ago |
| Active | |||||

I’ll be joining the great energy analysts of Gulf Intelligence to talk about the latest in the energy markets Monday morning kicking off the start of the new week and month and to mark the return from the Eid Holiday. The podcast will be sh...
Late last week I moderated a panel (replay here) hosted by the Gulf International Forum about the economic impacts of the conflict in the Gulf, which may be near an offramp. Some of the macro impacts discussed by Dr. Karen E. Young, Dr. Kri...
Every so often I like to share some books I read (or listened to) that made me think or stuck with me. Memorial Day weekend is both the unofficial start of summer, and a time to reflect on those who gave their lives in military campaigns fo...
This post summarizes some questions that are lingering in my mind after last week’s summit. I focus on the trade and investment parts of the meeting, though of course there’s a lot to unpack on security policy especially on Taiwan.
I’ll b...
While we wait for news from the President’s China trip - and the devil in the details, I’m off to DC to talk energy security. For my take on what to expect for the China trip check out the podcast of my Bloomberg discussion from Monday.
Ea...
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The writers behind this newsletter.
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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