
This newsletter tracks geoeconomics trends relevant to the reshaping of global trade and investment flows including the increased use of economic statecraft tools for a range of goals.
| Platform | Pricing | Only free issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 82 | Subscribers | Read | rziemba.substack.com |
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Greetings from Washington DC where I’m preparing to watch the State of the Union speech. If you want to follow along with my thoughts, I will probably be chipping in on X and Bluesky around select foreign and economic policies.
Note: I have slightly updated this post on Sunday Feb 22 to address new information over the weekend. As is typical, there still are a lot of unanswered questions including whether the new “bridge” tariffs under section 122 will be 10% or 1...
This week, the US Census Bureau released the US trade figures for December 2025. With the full 2025 results now in, it’s a good time to update my prior analysis on the impact of the tariffs on US wine and alcohol trade. In this piece I put ...
I spent last week in London mostly at events on the sidelines of International Energy week, including presentation from many energy research companies and catching up with many analysts, barrel counters and investors. I also had the chance ...
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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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