Sign in

Luke Patey

@lukepatey.bsky.social
204 followers 158 following 18 posts

Senior researcher and author, 'How China Loses' & 'The New Kings of Crude'

PostsRepliesMedia
Luke Patey @lukepatey.bsky.social · 26/01/2026
European democracies, threatened by Putin’s war on Ukraine and Trump’s designs on Greenland, are ramping up defense spending. But China’s strong grip on critical minerals can bring Europe’s rearmament to a grinding halt. My latest for @thewirechina.bsky.social www.thewirechina.com/2026/01/25/t...
thewirechina.com
The Critical Raw Materials Gap - The Wire China
European democracies, threatened by Vladimir Putin’s war on Ukraine and Donald Trump’s designs on Greenland, are embarking on historic changes in their defense posture. But China’s grip on the supply ...
101
Reposted by Luke Patey
Byford Tsang @byfordt.bsky.social · 13/08/2025
Germany’s failed offshore wind auction highlights the cost and risk pressures on developers. Minister now calling for change in auction system. In my briefing with @lukepatey.bsky.social, we looked at the issue of negative bidding & its impact on competitive landscape. 🔗 ecfr.eu/publication/...
offshore-mag.com
Germany receives no bids in zero-subsidy offshore wind auction
Analysts say that Germany needs to revamp its auction design and include a ‘contract for differences’ mechanism.
083
Reposted by Luke Patey
ECFR Asia @ecfrasia.bsky.social · 01/07/2025
Last gasp: In their latest publication, @byfordt.bsky.social and @lukepatey.bsky.social lay out a path forward for Europe’s wind industry to reduce its dependence on China. 🧵
ecfr.eu
Last gasp: Securing Europe’s wind industry from dependence on China
Europe’s pioneering wind turbine manufacturers are grappling with Chinese competition at home and abroad—but it is not too late to save them…
122
Luke Patey @lukepatey.bsky.social · 01/07/2025
Europe’s pioneering wind turbine manufacturers are grappling with Chinese competition at home and abroad – but it is not too late to them. New @ecfr.eu policy brief with @byfordt.bsky.social ecfr.eu/publication/...
ecfr.eu
Last gasp: Securing Europe’s wind industry from dependence on China
Europe’s pioneering wind turbine manufacturers are grappling with Chinese competition at home and abroad—but it is not too late to save them…
002
Luke Patey @lukepatey.bsky.social · 30/06/2025
Rare earth magnets are at the center of the US-China trade war - with Beijing leveraging its control of world production to bring the US car industry to its knees. One Japanese scientist may have the answer to reduce China’s advantage. @thewirechina.bsky.social www.thewirechina.com/2025/06/29/m...
thewirechina.com
Mr. Magnet - The Wire China
Can Japanese scientist Masato Sagawa loosen China’s grip on the rare earths supply chain needed for critical magnet technologies?
000
Luke Patey @lukepatey.bsky.social · 19/03/2025
From rule of law to rule of man in America? www.ft.com/content/0ec0...
ft.com
Is Donald Trump above the law?
Legal experts say the president’s willingness to defy America’s judiciary threatens a constitutional crisis
000
Reposted by Luke Patey
Joris Teer @joristeer.bsky.social · 14/03/2025
NEW @euiss.bsky.social REPORT🚨: Current EU policies to de-risk raw material supply chains are moving far too slowly Nine additional EU and partner policies can fully de-risk gallium, germanium, and rare earth value chains by 2030! Our workshop outcomes... www.iss.europa.eu/sites/defaul...
2197
Luke Patey @lukepatey.bsky.social · 18/03/2025
Trade balances beware, corporate claims of 'in China, for China' are looking increasingly dubious. www.reuters.com/business/aut...
020
Luke Patey @lukepatey.bsky.social · 07/03/2025
The Trump-effect: the US-President's tariffs and threats of annexation are reversing the downfall of Canada's ruling center-left Liberal party. The upcoming national election will no longer be a blow-out for the Conservatives. www.axios.com/2025/03/05/t...
axios.com
Trump turns Canadian politics upside down
Trudeau's Liberal Party is having a Trump-fueled comeback.
000
Luke Patey @lukepatey.bsky.social · 14/01/2025
Trump may want Greenland's valuable resources, but China dominates the processing of critical minerals essential for EVs, wind turbines, and other green and digital technologies. My comments to @politiken.dk politiken.dk/internationa...
politiken.dk
Her ligger problemet: Grønlands sjældne jordarter kan kun forarbejdes af Kina
Sjældne jordarter fremhæves som kritiske for den grønne omstilling. Problemet er ikke forekomsterne, men at kineserne dominerer forarbejdningen fuldstændig.
031
Luke Patey @lukepatey.bsky.social · 08/01/2025
The European Union's Anti-Coercion Instrument was originally conceived to deal with these types of threats during the first Trump presidency. www.bloomberg.com/news/newslet...
bloomberg.com
Trump Aims Tariffs at Denmark, an Exporter of Insulin and Hearing Aids
Donald Trump regularly lobs economic threats at major US trading partners. But he took aim Tuesday at one of the smaller ones, warning that he’d “tariff Denmark at a very high level” if the country wi...
000
Reposted by Luke Patey
Robert Ward @robertalanward.bsky.social · 18/12/2024
Some things look so unlikely as to be impossible—until they happen. Groundwork for was laid earlier this year, but, still, more evidence of profound structural change under way in global auto industry in face of Chinese EV challenge etc.
011
Reposted by Luke Patey
The Wire China @thewirechina.bsky.social · 16/12/2024
With cratering market share in China, and EU tariffs eating into its Chinese production base, the question facing Volkswagen is increasingly existential: Can the German automaker survive in China and still thrive at home? @lukepatey.bsky.social reports. buff.ly/3BI0nLo
thewirechina.com
Last Multinational Standing? - The Wire China
Can Volkswagen survive in China and thrive in the global electric vehicle race?
064
Luke Patey @lukepatey.bsky.social · 17/12/2024
China looms over talks between Volkswagen & its trade union. VW is hyper-dependent on the Chinese market, where it once made 50% of its global profits. Today sales are plummeting there & VW wants to downsize in Germany. But it is also gearing up for a global battle against its Chinese rivals 🧵
120
Reposted by Luke Patey
Ilaria Mazzocco @ilariamazzocco.bsky.social · 16/12/2024
It was a pleasure to join @kaiserkuo.bsky.social on his podcast to talk about my research! I’ve been a long time lister and really enjoyed the conversation!
1134
Luke Patey @lukepatey.bsky.social · 16/12/2024
Most foreign automakers are cutting & running from China, but not Volkswagen. My latest for @thewirechina.bsky.social explores how VW is fighting battles on multiple fronts to survive in China & thrive in a global automative industry under transformation. thewirechina.com/2024/12/15/l... @diis.dk
thewirechina.com
Last Multinational Standing? - The Wire China
Can Volkswagen survive in China and thrive in the global electric vehicle race?
021
Luke Patey @lukepatey.bsky.social · 02/12/2024
The European Union needs a China contingency. A possible Taiwan crisis will not only disrupt trade in advanced semiconductor chips, but also put China-centered green supply chains for EVs, solar panels & wind turbines at risk. A new DIIS policy brief: www.diis.dk/en/research/...
diis.dk
A Taiwan crisis is a China crisis
The European Union must prepare for the economic consequences of war in East Asia.
022