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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

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues96SubscribersRead weaponizedeconomy.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

UAE OPEC Exit: Future Signalling

Today, after warning that a big announcement was coming, the UAE announced plans to exit OPEC and OPEC+ as of this weekend. This means the UAE would not participate in upcoming OPEC(+) coordination meetings. The exit was a surprise in timin...

8 days ago
14
1

Some thoughts on the UAE Swap Line request

Over the weekend, the WSJ wrote a piece about a request from the UAE for a US Swap line. This has sparked a lot of debate in online circles I frequent, and arguably has raised as many questions about the country’s liquidity as it answered. ...

15 days ago
15
0

Spring Meetings: Mapping the Disconnects

I’ve just returned to NYC after a few days at the Spring Meetings in DC and thought I’d share some reflections. I moved around between meetings with IMF and country teams, think tank events and the impressive Semafor World Summit. The latte...

19 days ago
5
0

What Critical Mineral Support Policies are Making a Difference?

Greetings from Washington, where I’m attending the IMF and WB Spring meetings (see my preview here). Like many, I and thus this substack, have been quite pre-occupied by developments in West Asia for the last month and a half with more than...

22 days ago
9
2

Authors

The writers behind this newsletter.

  • 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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