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Weaponized Economy

Rachel Ziemba

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
Substack
PricingOnly free issuesPublishesTwice weekly
Issues82SubscribersRead rziemba.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Interplay of military and economic statecraft

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.

7 days ago
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Where are We in the Tariff War? Cobbling Together New Tariff Powers

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...

11 days ago
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State of the Alcohol Trade Wars: One Trade Deficit that is narrowing

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 ...

11 days ago
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Takeaways from London: Energy and Investment Outlook

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 ...

13 days ago
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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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