
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 | 117 | Founded | 8 years ago | Last Issue | 47 hours ago |
| Active | |||||

Greetings from New York. Today marks six months of more escalated conflict with Iran and disruption in the Strait of Hormuz. Within that period, we have experienced several phases, and considerable trade disruption -and notable loss of life...
So despite a lot of signaling last week - there is no deal between the US and Canada. This is a surprise to many actors and perhaps a reminder that Trump doesn’t always TACO. The story’s not over, but tariffs are set to rise and new frictio...
I’ve spent a lot of time this week thinking about what additional US economic pressure on Iran could look like, drawing on about 15 years of tracking sanctions on Iran and other countries. This post includes some recently asked questions, p...
Keen readers of this substack know I like to share what books make me go hmm when reading. While there’s not a lot of summer left and some folks are already back at school, I thought I’d share a few of the (non-fiction) books I’ve been enjo...
Greetings from Helsinki. I’ve been here for discussions at the Helsinki Geoeconomics Week which focuses on mapping how corporations are being affected by economic and national security role in key supply chains and financial markets. Fascin...
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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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