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tashecon.bsky.social

@tashecon.bsky.social
601 followers 60 following 261 posts

Economist, geopolitical thinker. I write a lot about Ukraine and Turkey. LUFC.

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tashecon.bsky.social @tashecon.bsky.social · 25/09/2026
www.kyivpost.com/opinion/85363
kyivpost.com
Could EU Membership Be Ukraine’s Key Peace Dividend?
Ukraine’s EU path faces major political and economic hurdles, but a peace deal could turn accession from a distant goal into a strategic necessity for Europe.
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tashecon.bsky.social @tashecon.bsky.social · 25/09/2026
timothyash.substack.com/p/are-we-exp...
timothyash.substack.com
Are we experiencing a structural shift to EMs?
Imagine the outlook for EM if, at the outset of the Trump presidency, one would have suggested:
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tashecon.bsky.social @tashecon.bsky.social · 07/09/2026
timothyash.substack.com/p/ukraine-is...
timothyash.substack.com
Ukraine is facing another financing crisis
Frozen Russian assets anyone?
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tashecon.bsky.social @tashecon.bsky.social · 06/09/2026
timothyash.substack.com/p/dont-hold-...
timothyash.substack.com
Don’t hold your breath on the latest Witkoff/Kushner Ukraine peace effort
Trump likely needs to change the news cycle from Iran
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tashecon.bsky.social @tashecon.bsky.social · 21/08/2026
Remarkable to think that Israel maybe thinking about testing NATO’s Article 5 defence on Turkiye, timothyash.substack.com/p/nato-artic...
timothyash.substack.com
NATO article 5 defence to be tested from supposed allies?
Just reading thru the report in Miriam Adelson’s Hayom news platform indicating that Israeli officials have been studying the terms of NATO Article 5 defence as it relates to Turkiye.
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tashecon.bsky.social @tashecon.bsky.social · 10/08/2026
I privide a Q&A over the Mecca Agreement. timothyash.substack.com/p/the-mecca-...
timothyash.substack.com
The Mecca Agreement, a Q&A
The Mecca Agreement - a Q&A
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tashecon.bsky.social @tashecon.bsky.social · 02/08/2026
The war in Ukraine is about to get much worse for Russians. open.substack.com/pub/timothya...
open.substack.com
Russia - the war is coming home to Russians
And it’s only going to get worse, much worse
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tashecon.bsky.social @tashecon.bsky.social · 06/07/2026
Thoughts on NATO summit. timothyash.substack.com/p/nato-summi...
timothyash.substack.com
NATO summit - all hail to Trump
One thing is certain - the NATO summit this week will be a Trump love fest from European NATO nations, and led by Mark Rutte, the NATO Secretary General and celebrated Trump whisperer.
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tashecon.bsky.social @tashecon.bsky.social · 06/07/2026
www.turkiyetoday.com/opinion/econ...
turkiyetoday.com
Economic doomsday scenario facing Europe if it meets Trump’s defense demands - Türkiye Today
Higher military budgets alone will not solve Europe's security challenges unless governments rethink how they prepare for modern warfare
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tashecon.bsky.social @tashecon.bsky.social · 01/07/2026
open.substack.com/pub/timothya...
open.substack.com
Putin is completely fucked
Excuse my French
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tashecon.bsky.social @tashecon.bsky.social · 29/06/2026
I take a look at why BEE is failing to address inequality while stalling investment in South Africa and suggest a rethink is needed. timothyash.substack.com/p/south-afri...
timothyash.substack.com
South Africa - BEE is stalling investment
A wholesale rethink is needed to kick start investment
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tashecon.bsky.social @tashecon.bsky.social · 25/06/2026
I update my views on Turkiye with a Q&A. open.substack.com/pub/timothya...
open.substack.com
Turkiye - a foreign perspective
I frequently get asked to provide big picture takes on my Türkiye view, and I tend to find a Q&A format the best way to summarise these.
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tashecon.bsky.social @tashecon.bsky.social · 22/06/2026
Is Belarus a feint for Crimea? open.substack.com/pub/timothya...
open.substack.com
Ukraine creates multiple risk points now for Putin
And that’s precisely the point
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tashecon.bsky.social @tashecon.bsky.social · 01/06/2026
open.spotify.com/episode/32JN...
open.spotify.com
What's Next For the Iran Deal?
The Business · Episode
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tashecon.bsky.social @tashecon.bsky.social · 18/05/2026
Europe’s defence is not fit for purpose. Europe needs to learn from Türkiye and Ukraine, and fast. open.substack.com/pub/timothya...
open.substack.com
Europe needs to learn from Turkiye and Ukraine
As it current defence is not fit for purpose
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tashecon.bsky.social @tashecon.bsky.social · 18/05/2026
nv.ua/ukr/opinion/...
nv.ua
Путін нарешті готовий до миру? Ось сім причин, чому я так вважаю
Російські економісти і радники Путіна дедалі наполегливіше доносять до нього необхідність пошуку мирного врегулювання
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tashecon.bsky.social @tashecon.bsky.social · 15/05/2026
Ukraine - recovery and reconstruction. Ukraine needs an EU accession date and some institutional structure to better manage the process. open.substack.com/pub/timothya...
open.substack.com
Ukraine - recovery and reconstruction
Europe gives good conference
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tashecon.bsky.social @tashecon.bsky.social · 13/05/2026
It feels like we might be about to see a new Ukraine peace process. timothyash.substack.com/p/putin-migh...
timothyash.substack.com
Putin might finally need to find peace
For the first time in the 4.5 years of the war, it feels as if Putin might actually be willing to talk seriously about a peace in Ukraine.
031
tashecon.bsky.social @tashecon.bsky.social · 11/05/2026
open.substack.com/pub/timothya...
open.substack.com
Bigger geopolitical take outs from Iran war
Trump’s war on Iran increasingly looks set to end in the U.S.
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tashecon.bsky.social @tashecon.bsky.social · 09/05/2026
Just putting it out there but could UAE follow leaving OPEC by depegging early - stealing a march on KSA? open.substack.com/pub/timothya...
open.substack.com
Could UAE move to de-peg early?
Periods of uncertainty in terms of the oil price outlook typically bring debate about the benefits of Gulf states depegging from the U.S.
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tashecon.bsky.social @tashecon.bsky.social · 02/05/2026
I spoke with RTE about US troops leaving Germany. www.rte.ie/radio/radio1...
rte.ie
Withdrawing Troops from Germany: Threat or Truth?
Timothy Ash, associate fellow with Chatham House, joins Aine to discuss the US Defence Department's plans to withdraw 5,000 troops from Germany, following a clash between President Donald Trump and Ge...
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Reposted by @tashecon.bsky.social
Silicon Curtain podcast @siliconcurtain.bsky.social · 29/03/2026
Trump's chaotic and escalating war in the Middle East is about to deliver a global energy shock. Especially if the acceleration towards a ground war in Iran continues. Could 'Master Strategist' and 'humble Genius' Trump crash the Global economy? @tashecon.bsky.social - youtu.be/SbTiQCZbvbQ
youtu.be
Global Energy SHOCK Accelerating as Ground War in Iran Looks Likely!
YouTube video by Silicon Curtain
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tashecon.bsky.social @tashecon.bsky.social · 22/04/2026
www.turkiyetoday.com/opinion/sims...
turkiyetoday.com
Simsek is a keeper, von der Leyen needs to read the memo - Türkiye Today
Harsh criticism of ongoing disinflation program misses the bigger picture, given clear gains already delivered in inflation, overall fiscal stability
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tashecon.bsky.social @tashecon.bsky.social · 21/04/2026
youtu.be/yAYx9OpI3Xg?...
youtu.be
Putin left with no 'way forward' over Ukraine despite sanctions reprieve | Tim Ash
YouTube video by Frontline
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tashecon.bsky.social @tashecon.bsky.social · 19/04/2026
timothyash.substack.com/p/gulf-war-i...
timothyash.substack.com
Gulf War III: Detail is not Trump’s strength
I spent the last few days at the Antalya Diplomacy Forum (ADF) in Türkiye, where most conversations predictably ended up focusing on the war in Iran, and the wider Middle East, Lebanon and Gaza includ...
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tashecon.bsky.social @tashecon.bsky.social · 15/04/2026
Iran war has given Ukraine new friends, and confidence. open.substack.com/pub/timothya...
open.substack.com
New found confidence in Ukraine
To defend itself, and others
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tashecon.bsky.social @tashecon.bsky.social · 10/04/2026
“Daddy killed NATO” - too many people are in denial. open.substack.com/pub/timothya...
open.substack.com
“Daddy” killed NATO
We all need to just move on
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tashecon.bsky.social @tashecon.bsky.social · 10/04/2026
My thoughts onnyhe imoact of thd Gulf War on Russia www.chathamhouse.org/2026/04/iran...
chathamhouse.org
The Iran war has been an economic gift for Putin
Higher energy prices and the US decision to ease sanctions on Russian oil have given Moscow a windfall that could help to sustain its war in Ukraine.
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tashecon.bsky.social @tashecon.bsky.social · 09/04/2026
I spoke to the Kyiv Independent about Gulf War III and its impact on Europe and the war in Ukraine. youtu.be/FzRpUGCApjc?...
youtu.be
Oil Prices, Sanctions, and War: What the US–Iran Conflict Means for Ukraine
YouTube video by KI Insights
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tashecon.bsky.social @tashecon.bsky.social · 09/04/2026
What is Orban willing to do to stay in power? open.substack.com/pub/timothya...
open.substack.com
Hungary - can Orban afford to lose elections?
What is he willing to do to stay in power?
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tashecon.bsky.social @tashecon.bsky.social · 07/04/2026
timothyash.substack.com/p/hungarian-...
timothyash.substack.com
Hungarian elections as a read out to US midterms?
For me the two most important elections globally this year will be midterms in the US in November, and elections in Hungary on April 12.
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tashecon.bsky.social @tashecon.bsky.social · 25/03/2026
What lessons for US - Iran talks can be learned from Russia-Ukraine? It’s not looking good. open.substack.com/pub/timothya...
open.substack.com
Lessons from UKR-RU peace talks for US-Iran
Ragip Soylu had a great piece in Middle East Eye today where he compares Trump’s hard core fifteen point peace plan list to how Moscow has negotiated hard ball in Russia - Ukraine talks, ultimately se...
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tashecon.bsky.social @tashecon.bsky.social · 16/03/2026
open.substack.com/pub/timothya...
open.substack.com
Trump & Iran: it takes two to TACO
Trump seems to have realised that in starting the war with Iran, he has bitten off more than he can chew.
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tashecon.bsky.social @tashecon.bsky.social · 13/03/2026
Gulf War III - some leasons for Ukraine. timothyash.substack.com/p/gulf-war-i...
timothyash.substack.com
Gulf War III - lessons for Ukraine
Find the choke point
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tashecon.bsky.social @tashecon.bsky.social · 11/03/2026
About to just kick off this event speaking at Chatham House, www.chathamhouse.org/events/all/s...
chathamhouse.org
How will the war in Iran affect Ukraine?
Assessing the geopolitical, military and economic spillover effects of the Iran conflict on Russia’s war against Ukraine.
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tashecon.bsky.social @tashecon.bsky.social · 05/03/2026
timothyash.substack.com/p/iran-war-h...
timothyash.substack.com
Iran war has given Ze a Royal Flush
What is now pretty clear is that we are seeing a battle for endurance and supply chains in ballistic missile, drones and anti missile and anti drone space as this war in Iran plays out.
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tashecon.bsky.social @tashecon.bsky.social · 03/03/2026
open.substack.com/pub/timothya...
open.substack.com
Iran risks - some fresh perspective
This multipolar world that Trump, Putin et al appear to be trying to create does not seem to be creating a safer and more predictable world - quite the opposite if we think of the situation with the o...
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tashecon.bsky.social @tashecon.bsky.social · 26/02/2026
www.bfbs.com/radio/podcas...
bfbs.com
BFBS Radio Sitrep | BFBS
Award winning Sitrep brings you discussion and analysis on defence, foreign policy and the stories affecting the British Forces. Presented by Kate Gerbeau, with expert analysis from Professor Michael ...
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tashecon.bsky.social @tashecon.bsky.social · 25/02/2026
open.substack.com/pub/timothya...
open.substack.com
Hungarian elections as a read out to US midterms?
For me the two most important elections globally this year will be midterms in the US in November, and elections in Hungary on April 12.
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tashecon.bsky.social @tashecon.bsky.social · 24/02/2026
Putin has failed catastrophically in Ukraine, a log of his failures. open.substack.com/pub/timothya...
open.substack.com
Putin the failure
Four years to the day from the start of Putin’s full scale invasion of Ukraine, and close to 12 years since the annexation of Crimea, and it’s worthwhile looking back at how far from a win this is all...
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tashecon.bsky.social @tashecon.bsky.social · 20/02/2026
open.substack.com/pub/timothya...
open.substack.com
Orban looks to screw Ukraine to win re-election
Viktor Orban is facing his biggest political challenge for two decades when he goes to the polls on April 12 - the opposition Tisza party, and its leader Peter Magyar, have a ten point lead on Orban’s...
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tashecon.bsky.social @tashecon.bsky.social · 16/02/2026
open.substack.com/pub/timothya...
open.substack.com
Elections in Hungary will test transatlantic unity
The year since JD Vance’s Munich Security Conference reading of the riot act to Europe has seen relations between the US and Europe lurch from one crisis to another.
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tashecon.bsky.social @tashecon.bsky.social · 13/02/2026
www.protectingtherepublic.com/p/tim-ash-on...
protectingtherepublic.com
Tim Ash on the Latest Episode of The Dictators
Recording of earlier livestream of my weekly livestream with Jonathan Fink
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tashecon.bsky.social @tashecon.bsky.social · 11/02/2026
open.substack.com/pub/timothya...
open.substack.com
Ukraine - scenarios for peace & war
Thinking thru scenarios now for the on-going war in Ukraine:
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tashecon.bsky.social @tashecon.bsky.social · 11/02/2026
open.substack.com/pub/timothya...
open.substack.com
Putin 101 for Steve Witkoff
The FT is reporting today that Zelensky is likely to announce elections and a referendum on any peace agreement concluded under the current Trump peace initiative.
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tashecon.bsky.social @tashecon.bsky.social · 10/02/2026
open.substack.com/pub/timothya...
open.substack.com
Trying to gauge geopolitical risk
In an increasingly uncertain and fractured world, how to gauge geopolitical risk going forward?
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tashecon.bsky.social @tashecon.bsky.social · 06/02/2026
Some notes from a recent trip to Türkiye, open.substack.com/pub/timothya...
open.substack.com
Türkiye - trip notes
I spent the last few days in Turkiye meeting with think tanks, analysts, journalists and diplomats trying to better understand the Turkiye story.
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tashecon.bsky.social @tashecon.bsky.social · 03/02/2026
Trump’s Ukraine peace process is going nowhere - the Emperor has no clothes. open.substack.com/pub/timothya...
open.substack.com
Trump’s Ukraine peace talks are going nowhere
It’s a read my lips moment, Trump’s Ukraine peace talks are just not serious.
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tashecon.bsky.social @tashecon.bsky.social · 02/02/2026
Need more Turkiye - UK defence cooperation to counter Russia. open.substack.com/pub/timothya...
open.substack.com
The U.K. and Turkiye need to tighten defence cooperation
Turkiye and the UK have much more in common when it comes to defence and national security interests than perhaps at any time in recent history.
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tashecon.bsky.social @tashecon.bsky.social · 23/01/2026
Europe found its balls in Davos but China was the ultimate winner. open.substack.com/pub/timothya...
open.substack.com
Europe finds its balls in Davos
But China is the ultimate winner
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