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Reposted by Francesca Ghiretti

Centre for European Reform @centreeuropeanref.bsky.social · 18/03/2026

Our third and final panel 'Asserting Europe's economic power' at our CER Brussels conference today with Hendrik Bourgeois, Maria Demertzis, @fraghi.bsky.social, Denis Redonnet and @sandertordoir.bsky.social

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Lucas Guttenberg @lucasguttenberg.bsky.social · 18/12/2025

EU leaders are discussing today the so-called reparations loan to finance Ukraine in the coming years. But how does it work and why does it matter? @fraghi.bsky.social had me on her podcast and asked all the good questions and so we tried to unpack this potentially pretty big Christmas gift 👇

open.spotify.com

What is the Reparation Loan and Why it matters so much with Lucas Guttenberg

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Gerard DiPippo @gdp1985.bsky.social · 31/10/2025

If you want more hot takes on China's 15th Five-Year Plan, here you go! I joined my RAND Europe colleague @fraghi.bsky.social on her "Geoeconomic Competition" podcast. open.spotify.com/episode/3zFd...

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Francesca Ghiretti @fraghi.bsky.social · 09/10/2025

As reported by Henry Gao 🇨🇳 new export controls move "foreign entities must now obtain an export license if they re-export or manufacture abroad any items that (1) contain over 0.1% of Chinese-origin controlled materials, or (2) are produced using Chinese-origin rare earth technologies"

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Finbarr Bermingham @fbermingham.bsky.social · 07/10/2025

New: European Commission has unveiled sweeping measures to shield the EU’s struggling steel industry from a flood of overcapacity it says is emanating from China, slashing tariff-free quotas by nearly half and doubling duties on excess shipments to 50%

scmp.com

Eyeing China, EU unveils sweeping measures to shield struggling steel industry

If approved, plan tackling overcapacity would slash tariff-free quotas by nearly half and double duties on excess shipments to 50 per cent.

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Iana Dreyer @ianadreyer.bsky.social · 07/08/2025

Thanks to @fraghi.bsky.social for hosting me on her brilliant Geoeconomic Competition podcast recently to put the recent EU-US tariff deal and EU-China summit in perspective. 🇺🇸 🇨🇳 Among the questions discussed: Has EU squandered its "strategic autonomy"? podcasts.apple.com/us/podcast/i...

podcasts.apple.com

Is the EU stuck between a rock and hard place? with Iana Dreyer

Podcast Episode · Geoeconomic Competition · 08/04/2025 · 30m

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Francesca Ghiretti @fraghi.bsky.social · 29/05/2025

With the 🇺🇸 Court of International Trade ruling on the "reciprocal tariffs", here's the third episode of 🎧 the series on new trade "deals". Trade tensions between 🇺🇸🇨🇳 with Reva Goujon, Director at Rhodium Group. open.spotify.com/episode/2Arp... podcasts.apple.com/gb/podcast/t...

open.spotify.com

The US-China "deal" with Reva Goujon

Geoeconomic Competition · Episode

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Francesca Ghiretti @fraghi.bsky.social · 27/05/2025

Second episode of Geoeconomic Competition's series on new "deals"! 🇪🇺🇬🇧 summit, the "deal" that followed and what we can expect in the coming months with @georginaewright.bsky.social Spoiler: no economic security! podcasts.apple.com/gb/podcast/t... open.spotify.com/episode/2yFi...

podcasts.apple.com

The EU-UK deal with Georgina Wright

Podcast Episode · Geoeconomic Competition · 26/05/2025 · 24m

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Patrick Leblond (he/il) @prleblond.bsky.social · 22/05/2025

Focus on the “direction of travel”! Sound advice and thoughts from @samuelmarclowe.bsky.social in his excellent conversation with @fraghi.bsky.social. podcasts.apple.com/ca/podcast/g...

podcasts.apple.com

The UK-US prosperity deal with Sam Lowe

Podcast Episode · Geoeconomic Competition · 2025-05-21 · 29m

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Francesca Ghiretti @fraghi.bsky.social · 21/05/2025

New series on new "trade deals". The first episode is about the 🇬🇧 🇺🇸 Prosperity Deal with Sam Lowe, partner at Flint Global The series inaugurates a new logo for Geoeconomic Competition thanks to Paolo D'Alessandro! podcasts.apple.com/gb/podcast/t... open.spotify.com/episode/0PmJ...

podcasts.apple.com

The UK-US prosperity deal with Sam Lowe

Podcast Episode · Geoeconomic Competition · 21/05/2025 · 29m

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Finbarr Bermingham @fbermingham.bsky.social · 21/05/2025

I'll be on a stellar panel this evening discussing the resilience of China's economy. I'll be providing the view from Europe. With the excellent Jude Blanchette, @fraghi.bsky.social @gdp1985.bsky.social - for fans of imposter syndrome, this is not to be missed! www.rand.org/randeurope/a...

rand.org

How Resilient Is China’s Economy?

Have decades of economic planning rendered China’s economy more resilient to external shocks? RAND Europe aims to address this critical question by convening leading experts who will delve into the st...

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Francesca Ghiretti @fraghi.bsky.social · 28/04/2025

In this episode, Henry Gao, Professor of Law at Singapore Management University helps us unpack 🇨🇳 response to the tariffs and the future trajectory, including the impact on global trade www.buzzsprout.com/2307085/epis... podcasts.apple.com/gb/podcast/c... open.spotify.com/episode/68cf...

buzzsprout.com

China's response to Trump tariffs with Henry Gao - Geoeconomic Competition

In this episode, Francesca is joined by Henry Gao, Professor of Law at the Singapore Management University. The episode unpacks US tariffs against China, China's response and potential future response...

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Francesca Ghiretti @fraghi.bsky.social · 25/04/2025

Buon 25 Aprile! Viva l'Italia 🇮🇹 libera e antifascista! E come ogni anno open.spotify.com/track/6aQVKy...

open.spotify.com

Viva l'Italia

Francesco De Gregori · Viva L'Italia! · Song · 1979

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Gerard DiPippo @gdp1985.bsky.social · 18/04/2025

The Trump administration is trying to reindustrialize with tariffs, especially on China. But China has lessons to teach the US about industrial strategy. A new RAND Commentary with @fraghi.bsky.social and Benjamin Lenain. www.rand.org/pubs/comment...

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Francesca Ghiretti @fraghi.bsky.social · 26/02/2025

Here we go (maybe) "Donald Trump said he had decided to slap 25 per cent tariffs on imports from the EU, as he lashed out at the bloc, saying it “was formed to screw the United States" on.ft.com/3ESBTjQ Donald Trump says he will impose 25% tariffs on imports from EU

on.ft.com

Donald Trump threatens to impose 25% tariffs on EU goods

US president warns levies will target auto sector and be applied ‘generally’

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Tim Rühlig @ruehlig.bsky.social · 12/02/2025

It has been an honour to participate in this year‘s EEAS Ambassadors‘ Conference with @niclaskv.bsky.social and @fraghi.bsky.social

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Francesca Ghiretti @fraghi.bsky.social · 28/01/2025

If you want to discuss the intersection between economic security and technology at a time when so much is changing fast, join us this evening to hear more about how 🇬🇧🇪🇺🇯🇵 can collaborate in this area 👇👇 www.iiss.org/events/2025/...

iiss.org

Japan’s economic security and sensitive-technology policy: strategic cooperation with the UK and the EU

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Francesca Ghiretti @fraghi.bsky.social · 27/01/2025

New episode of Geoeconomic Competition!! What does the 🇺🇸 AI Diffusion framework mean for partners? I discuss it with Emily Kilcrease senior fellow and director of the Energy, Economics, and Security Program at CNAS open.spotify.com/episode/6LIy... podcasts.apple.com/gb/podcast/i...

open.spotify.com

Implications for partners of the AI diffusion framework with Emily Kilcrease

Geoeconomic Competition · Episode

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Francesca Ghiretti @fraghi.bsky.social · 20/01/2025

"Not everything China does will be about Trump: Most of it will be first and foremost about China" As we all prepare for the inauguration of Trump as president of 🇺🇸, my first for The Wire China www.thewirechina.com/2025/01/19/b...

thewirechina.com

Beijing May Be Changing Gear — But It’s Not Just About Trump - The Wire China

China’s main priority in recent policy making has been its own needs, not preparing for a new U.S. administration.

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Francesca Ghiretti @fraghi.bsky.social · 14/01/2025

Today, I received the copies of my first book and I have to say, it is quite the experience The book looks at how the 🇪🇺🇬🇧debate about FDI screening triggered snd shaped the broader economic security debate in Europe. I argue, it all started there bristoluniversitypress.co.uk/chinese-inve...

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Francesca Ghiretti @fraghi.bsky.social · 13/01/2025

Belated Happy New Year! New episode of Geoeconomic Competition on Nippon Steel and US Steel 🥳 With Deborah Elms, Head of Trade Policy at the Hinrich Foundation, we analyse the long adventure of Nippon Steel's acquisition of US Steel www.buzzsprout.com/2307085/epis...

buzzsprout.com

Nippon Steel almost acquisition of US Steel with Deborah Elms - Geoeconomic Competition

In this episode of Geoeconomic Competition, Francesca Ghiretti talks with Dr. Deborah Elms, Head of Trade Policy at the Hinrich Foundation. The episode analyses the case and long adventure of Nippon S...

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Francesca Ghiretti @fraghi.bsky.social · 23/12/2024

Happy Holidays everyone!! As 2024 comes to an end and 2025 approaches, it's almost book launch time! 🥳 The first event will be at my alma mater at the Centre for Grand Strategy, King's College London on the 21st of January (17-18.15) at Bush House. www.kcl.ac.uk/events/book-...

kcl.ac.uk

Book Launch: 'Chinese Investments and the Economic Security Turn in Europe' by Francesca Ghiretti

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Francesca Ghiretti @fraghi.bsky.social · 18/12/2024

New episode of Geoeconomic Competition on 🇪🇺 battery manufacturer Northvolt 🔋 With Cecilia Trasi @bruegel.bsky.social we ask why it is/was so important? What went wrong? What can 🇪🇺 learn? open.spotify.com/episode/211w... podcasts.apple.com/gb/podcast/l... www.buzzsprout.com/2307085/epis...

open.spotify.com

Let's talk about Northvolt with Cecilia Trasi

Geoeconomic Competition · Episode

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Reposted by Francesca Ghiretti

Sense Hofstede @sensehofstede.nl · 10/12/2024

China’s top chip design tool maker Empyrean Technology cedes control to state-owned firm CEC after US blacklisting – SCMP: ‘Empyrean said the change would allow it to take advantage of CEC’s access to national ministries, local governments, and state-owned enterprises’

scmp.com

Chinese chip tool maker hands reins to state-owned firm after US sanctions

Empyrean Technology is handing control of its board to its largest shareholder, a state-owned enterprise, after Washington blacklisted the software maker.

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Heesoo Jang @heesoojang.bsky.social · 03/12/2024

#BreakingNews #SouthKorea Martial law troops withdraw from the National Assembly following the passage of a resolution to lift martial law. In the meantime, a Ministry of Defense official reportedly states, "The Martial Law Command will remain in place until the President lifts martial law."

dnews.co.kr

[속보] 계엄군 국회서 철수중…시민들 환호

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Frida Ghitis @fridaghitis.bsky.social · 03/12/2024

South Korean military leaders say the martial law will remain in place until President Yoon Suk Yeol lifts it himself despite parliament’s vote to rescind it. Demonstrations banned.

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Michelle Ye Hee Lee @myhlee.bsky.social · 03/12/2024

It took only ~2.5 hrs for the National Assembly to gather a majority of members (190 of 300) and generate a unanimous vote (190 of 190) to vote down the emergency martial law. The law says the president "shall comply" with parliament's vote, but doesn't specify a time frame.

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Francesca Ghiretti @fraghi.bsky.social · 26/11/2024

"There is little doubt that 🇷🇺 is already using gold to pay for goods it cannot procure conventionally, or for transactions it wishes to obscure. [..] 🇷🇺 gold exports to 🇨🇳 increased after the 🇺🇸, 🇬🇧, and 🇪🇺 banned Russian gold imports in 2022." kyivindependent.com/opinion-russ...

kyivindependent.com

Opinion: Russia is leveraging gold and working with China to bypass Western sanctions

Since the West imposed unprecedented economic pressure on Russia following its full-scale invasion of Ukraine, the country’s trade practices have undergone a dramatic transformation, with Russian inte...

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Francesca Ghiretti @fraghi.bsky.social · 26/11/2024

It has been a while since my PhD and now FDI screening is back in 🇪🇺debates as capitals want to cut the list of critical technologies. Thank you to Camille Gijs for the opportunity to comment on why this update is important www.politico.eu/article/eu-c...

politico.eu

EU capitals try to gut investment screening rules aimed at keeping China out

Compromise text deletes list of critical technologies where foreign investment deals would have to be notified to the EU executive and other member countries.

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Francesca Ghiretti @fraghi.bsky.social · 23/11/2024

"Respondents in China now believe that structural factors are most important in explaining why people are poor. Unequal opportunity surged to being the number one reason why respondents believe people are poor, and an unfair economic structure jumped to number three."

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Francesca Ghiretti @fraghi.bsky.social · 21/11/2024

🆕 One more special 🎁 episode of Geoeconomic Competition 🎧 , then back to one episode every two weeks Episode on the potential econ sec policies on 🇨🇳 of Trump 2 🇺🇲. Thanks to Barath Harithas Senior Fellow at CSIS. www.buzzsprout.com/2307085/epis... open.spotify.com/episode/0K4F...

buzzsprout.com

Trump 2.0 - China policy with Barath Harithas - Geoeconomic Competition

In this episode of Geoeconomic Competition, Francesca Ghiretti talks with Barath Harithas, Senior fellow in the Economics Program and Scholl Chair for International Business at the Center for Strategi...

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Francesca Ghiretti @fraghi.bsky.social · 19/11/2024

Great to participate in GMF Taiwan Trilateral Forum in Prague last week A big thank you to Bonnie Glaser Joshua Stone and Franziska Lüttge for the invitation, to the panelists for the great content on tech supply chains and to all participants for the fruitful exchange of ideas

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Francesca Ghiretti @fraghi.bsky.social · 12/11/2024

New episode of Geoeconomic Competition out now! 🎧 What to expect from the economic policies of Trump II 🇺🇸 Presidency? We try to answer this question with Matthew Goodman, Director at the Council on Foreign Relations (CFR). open.spotify.com/episode/6iBT... podcasts.apple.com/gb/podcast/t...

open.spotify.com

The Economy of the second Trump Presidency

Geoeconomic Competition · Episode

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Francesca Ghiretti @fraghi.bsky.social · 02/09/2024

WELCOME BACK! New episode of Geoeconomic Competition now out! With Gregor Sebastian, Rhodim Group, we ask can 🇨🇳 greenfield investments contribute to 🇪🇺 's competitiveness? www.buzzsprout.com/2307085/1568... open.spotify.com/episode/7t5I... podcasts.apple.com/gb/podcast/c...

buzzsprout.com

Chinese greenfield investments in the EU with Gregor Sebastian - Geoeconomic Competition

In this episode of Geoeconomic Competition, Francesca Ghiretti has a chat with Gregor Sebastian, Senior Analyst at Rhodium Group. The episode provides an overview of the current situation and engages ...

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Francesca Ghiretti @fraghi.bsky.social · 25/03/2024

"China has introduced new guidelines that will mean US microprocessors from Intel and AMD are phased out of government PCs and servers, as Beijing ramps up a campaign to replace foreign technology with homegrown solutions. " on.ft.com/494pWBa

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Francesca Ghiretti @fraghi.bsky.social · 20/03/2024

Episode 5 of Geoeconomic Competition is the first episode of a small series dedicated to industrial policies. Simone Tagliapietra, Senior Fellow at Bruegel tells us about the 🇪🇺green industrial policy www.buzzsprout.com/2307085/1471... open.spotify.com/episode/4zIT...

buzzsprout.com

Industrial Policy part 1. The EU and green tech with Simone Tagliapietra - Geoeconomic Competition

In the first episode of the series on industrial policies, Francesca is joined by Simone Tagliapietra, Senior fellow at Bruegel and Professor of Energy, Climate and Environmental Policy at the Catholi...

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Francesca Ghiretti @fraghi.bsky.social · 20/03/2024

buzzsprout.com

Industrial Policy part 1. The EU and green tech with Simone Tagliapietra - Geoeconomic Competition

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9DASHLINE @9dashline.com · 13/12/2023

"The lack of progress on key points for the EU is hardly surprising and, in all likelihood, it was not the intended scope of the summit nor does it take away from the importance of the summit itself" bit.ly/3uV7nku | by Francesca Ghiretti

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Francesca Ghiretti @fraghi.bsky.social · 10/01/2024

It may be a good time to place reciprocity with 🇨🇳 on the agenda (it was never really taken off) and exploit the window of opportunity that exists. BUT that should not come at expense of 🇪🇺's progress on economic security, my thoughts for @politico.com www.politico.eu/article/belg...

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Francesca Ghiretti @fraghi.bsky.social · 05/01/2024

My short opinion on 🇨🇳's anti-dumping investigation against 🇫🇷 brandy for Politico After Macron's successful visit earlier this year, the targeting of 🇫🇷 is a response to 🇫🇷 automotive sector's role in 🇪🇺 anti-subsidy investigation against 🇨🇳 EV. www.politico.eu/article/chin...

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Francesca Ghiretti @fraghi.bsky.social · 05/01/2024

Interesting argument on reasons for decline - not fully convinced that the loss of faith and support for progress is the key element, but in relation to the need for culture and innovation funding, it makes for a compelling argument Is the west talking itself into decline? on.ft.com/3RPTtrK

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Francesca Ghiretti @fraghi.bsky.social · 02/01/2024

🇨🇳 CNC export to 🇷🇺 soar But "Analysts are yet to positively identify any ( 🇨🇳 CNC) being used on social media or during hours of propaganda footage filmed inside Russia’s high-tech military factories. CNC devices pictured are still all from 🇪🇺, 🇹🇼, 🇰🇷 or 🇯🇵 suppliers." on.ft.com/3U2mIKL

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European Commission @ec.europa.eu · 14/12/2023

We finally got Blue Sky in Brussels.

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Michael Pettis @michaelpettis.bsky.social · 24/12/2023

8/8 That is why China has maxed out economically on infrastructure spending at much lower levels than the US or Europe. With the "right" set of institutional reforms, China can resolve its over-investment problem, but without these reforms, more investment means more losses.

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