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CSIS Economics Program and Scholl Chair

@trade.csis.org
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@csis.org program focused on international economics and trade. Directed by @philuck.bsky.social. Co-producer of the Trade Guys podcast. Program link: www.csis.org/programs/economics-pro…

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CSIS Economics Program and Scholl Chair @trade.csis.org · 09/06/2026
In light of the upcoming hearing of the U.S. House Agriculture Committee, check out our analysis of China’s coercive agricultural trade restrictions: www.csis.org/analysis/bit...
csis.org
Bitter Harvest: Diagnosing and Deterring Chinese Coercive Agricultural Trade Restrictions
Beijing is increasingly deploying agricultural import restrictions for geopolitical ends. By diagnosing which industries are most exposed to these restrictions, countries can design and implement risk...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 08/06/2026
Given the ongoing discussion about potential changes to U.S. and EU migration policy, see the proposed reforms to the H1-B visa program from Philip Luck, director of @trade.csis.org: www.csis.org/analysis/pra...
csis.org
Practical H-1B Reforms to Serve U.S. Economic Interests
A new CSIS brief analyzes recent H-1B visa reforms, warning that steep fee increases risk undermining U.S. competitiveness. It outlines evidence-based policy alternatives to align immigration with Was...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 08/06/2026
As the U.S. expands its sanctions coverage across Iran- and Cuba-related authorities, check out Philip Luck at a recent event with @est.csis.org: www.csis.org/analysis/bac...
csis.org
Back & Forth 3: Do Sanctions Work?
In the third issue of Back & Forth, Nick Kumleben and CSIS’s Philip A. Luck and Andrea Leonard Palazzi debate the efficacy of sanctions as a tool of economic statecraft, focusing on the sanctions on R...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 08/06/2026
With all eyes turning to the upcoming SpaceX IPO, check out our own Philip Luck’s commentary on AI and the future of U.S. strategic competition: www.youtube.com/watch?v=2jyl...
youtube.com
Data Centers, AI, and the Future of U.S. Strategic Competitiveness
YouTube video by Center for Strategic & International Studies
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CSIS Economics Program and Scholl Chair @trade.csis.org · 08/06/2026
Following the Trump-Xi meeting, read our analysis of the U.S.-China AI race: www.csis.org/blogs/charti...
csis.org
Hedged Bets on the U.S.-China AI Race | Charting Geoeconomics | CSIS
Whether open versus closed source or state versus private capital, the United States and China play distinct roles in building and setting the standards for global innovation. The question is not who ...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 08/06/2026
As hostilities in the Middle East continue to escalate, Bill Reinsch’s April commentary continues to provide insight: www.csis.org/analysis/rul...
csis.org
The Rule of Holes
In this week's column, Bill Reinsch describes the effect the war in Iran is having on energy prices, transitions to green energy, and vulnerabilities of Gulf states.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 05/06/2026
Our article on digital markets in Brazil just dropped! Read it now: www.csis.org/blogs/unpack...
csis.org
Unpacking Brazil’s Latest Effort to Regulate Digital Markets | CSIS
Evan Brown and Hannah Amran unpack Brazil’s latest bold attempt to restructure the country’s digital competition landscape, Bill 4675/2025, the Fair Competition Act for Digital Markets.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 05/06/2026
Our director Philip Luck recently spoke in a discussion with @CSIS_Tech on AI and U.S. economic competition. Watch the stream here: www.youtube.com/watch?v=2jyl...
youtube.com
Data Centers, AI, and the Future of U.S. Strategic Competitiveness
YouTube video by Center for Strategic & International Studies
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CSIS Economics Program and Scholl Chair @trade.csis.org · 04/06/2026
There’s a new article out by Bill Reinsch about USMCA and Section 122 and 301 tariffs! Read it here: www.csis.org/analysis/sum...
csis.org
The Summer Trade Agenda
In this week's column, Bill Reinsch discusses the USMCA negotiations and ongoing Section 103 and Section 122 trade investigations.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 03/06/2026
As the Ebola outbreak in the Congo continues, now is a good time to rewatch our discussion on medical supply chains: www.csis.org/events/secur...
csis.org
Securing Medical Supply Chains – The Role of Transatlantic Cooperation | CSIS Events
Join the CSIS Scholl Chair for an event on transatlantic cooperation to ensure the security of medical supply chains in a post-pandemic world.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 03/06/2026
As the Iran War continues, this April commentary from Bill Reinsch remains relevant: www.csis.org/analysis/rul...
csis.org
The Rule of Holes
In this week's column, Bill Reinsch describes the effect the war in Iran is having on energy prices, transitions to green energy, and vulnerabilities of Gulf states.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 03/06/2026
Russian attacks against Ukraine continue as Putin presides over St. Petersburg International Economic Forum. This year, a U.S. delegation is attending the conference, reports @KyivPost: www.kyivpost.com/post/77428
kyivpost.com
US Delegation Breaks Decade-Long Hiatus at Putin’s Economic Showcase
Putin aide Yuri Ushakov said the delegation will discuss US-Russia cultural cooperation in yet another sign of a gradual thaw in Western relations with Moscow.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 02/06/2026
Cheng Li-wun, the leader of Taiwan’s KMT party, is visiting Washington this week. Economic security and supply chain issues are likely to come up. Get ready for those discussions with this report: www.csis.org/analysis/sil...
csis.org
Silicon Island: Assessing Taiwan’s Importance to U.S. Economic Growth and Security
This brief from the CSIS Economics Program and Scholl Chair in International Business analyzes Taiwan’s role in U.S. economic security and provides a policy roadmap to approach geopolitical and econom...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 02/06/2026
The upcoming SpaceX and Anthropic IPOs are set to inject even more money into America’s tech competition with China. You can read more about that competition here: www.csis.org/analysis/tec...
csis.org
Tech Edge: A Living Playbook for America’s Technology Long Game
Winning the tech race is not about any single breakthrough. Leadership requires competing across the full menu of technologies, developing the dexterity to build at speed and scale, and defending our ...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 02/06/2026
Get ready for the upcoming bilateral USMCA talks starting June 16 with this episode of the Trade Guys (with a new episode dropping soon!): ustr.gov/about/policy...
ustr.gov
The United States and Mexico Conclude First Bilateral Round Related to the Joint Review of the USMCA
MEXICO CITY — Today, the United States and Mexico concluded the first bilateral round related to the Joint Review of the United States-Mexico-Canada Agreement (USMCA). The United States concluded disc...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 02/06/2026
Breaking: new U.S.–China agriculture chart out from our fellow Hugh Grant-Chapman! www.csis.org/analysis/lat...
csis.org
Latest U.S.-China Agriculture Talks Expand Purchasing Pledges Beyond Soybeans
The Trump-Xi Summit concluded with an agricultural purchase pledge that would return U.S.-China agricultural trade to pre-2025 levels if fulfilled.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 01/06/2026
From graduation speeches to Wall Street, AI is dominating the conversation. Read more about America’s AI data center buildout here: www.csis.org/analysis/imp...
csis.org
The Impact of Tariffs on the AI Data Center Buildout: Balancing Supply Chain Security and AI Infrastructure Leadership
Blanket semiconductor and metal tariffs are crippling the buildout of American data center infrastructure. A more tailored regime can instead reinforce national security and ensure U.S. leadership in ...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 01/06/2026
Over the weekend, the U.S. Bureau of Industry and Security (BIS) released guidance closing a perceived loophole in advanced computing export controls, but serious flaws in the licensing process remain unchanged: www.csis.org/analysis/del...
csis.org
Delays and Uncertainty in the Export Licensing Process: Findings from a CSIS Survey of U.S. Technology Exporters
Longer export licensing timelines last year imposed measurable costs on U.S. firms, including lost contracts, reputational damage, and more.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 01/06/2026
@cnbc.com reports that Nvidia and the Chinese company Unitree are teaming up to develop humanoid robots, a venture that could significantly improve Chinese robotics: www.cnbc.com/2026/06/01/n...
cnbc.com
Nvidia picks Unitree for humanoid robot platform as Chinese startup eyes IPO
The U.S. chipmaker's first publicly available humanoid robotics system will use humanoids from Chinese startup Unitree.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 01/06/2026
Iran has suspended back-channel peace talks with the U.S., signaling a prolonging of violence. How can Iran continue to afford this conflict? Find out here: www.youtube.com/watch?v=6JGk...
youtube.com
How China Supplies Iran's Military — And What the U.S. Can Do About It | The Trade Off
YouTube video by Center for Strategic & International Studies
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CSIS Economics Program and Scholl Chair @trade.csis.org · 29/05/2026
Chinese retaliatory tariffs decreased U.S. agricultural exports to China by ~$15bn, with soybeans hit hard, per @ndsuofficial.bsky.social. www.capts-ndsu.com/_files/ugd/3...
capts-ndsu.com
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CSIS Economics Program and Scholl Chair @trade.csis.org · 29/05/2026
Can U.S. corporations be sued for aiding human rights abuses abroad? @trade.csis.org's Bill Reinsch explains why SCOTUS's pending decision in Cisco vs. Doe is pivotal for U.S. companies operating in regions with critical minerals and other raw materials. www.csis.org/analysis/ret...
csis.org
The Return of the Alien Tort Statute
In this week's column, Bill Reinsch outlines how the Alien Tort Statute is reemerging as a major legal issue, with a pending Supreme Court case potentially providing guidance to plaintiffs and compani...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 28/05/2026
@trade.csis.org director @philuck.bsky.social comments on UBI as a response to AI labor disruption, telling @businessinsider.com that "scaling up unemployment insurance and anti-poverty policies" could be an alternative, more targeted approach. www.businessinsider.com/tech-labor-o...
businessinsider.com
A tech worker and labor organizer coalition is piloting the first basic income program for AI job losses
Tech and labor organizations are trying out a upskilling plus monthly stipend program to prepare for the potential of mass job losses due to AI.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 28/05/2026
The newly released PCE inflation report showed upticks in both core and overall inflation amid the war in Iran, per @bloomberg.com. @trade.csis.org's Bill Reinsch notes that rising energy prices will drive greater adoption of renewables. More: www.csis.org/podcasts/tra...
csis.org
Hormuz Blockade Impacts and Trump's New Tariff Playbook | The Trade Guys | CSIS Podcasts
On this episode of the Trade Guys, Bill and Scott unpack the latest on the economic impacts of the blockade of the Strait of Hormuz. They also look at the Trump administration's efforts to implement t...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 28/05/2026
Major business groups have expressed opposition to new tariffs on semiconductors being weighed by the White House, per Inside U.S. Trade. @trade.csis.org experts note that current tariffs on industrial metals are already slowing data center growth. www.csis.org/analysis/imp...
csis.org
The Impact of Tariffs on the AI Data Center Buildout: Balancing Supply Chain Security and AI Infrastructure Leadership
Blanket semiconductor and metal tariffs are crippling the buildout of American data center infrastructure. A more tailored regime can instead reinforce national security and ensure U.S. leadership in ...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 28/05/2026
Bilateral USMCA negotiations between Mexico and the U.S. begin today in Mexico City, with discussions on economic security and rules of origin. @trade.csis.org's Bill Reinsch offers 6 potential futures for the USMCA: www.csis.org/analysis/usm...
csis.org
USMCA Review 2026: Six Scenarios for North America’s Future
CSIS Americas Program Fellow Diego Marroquín Bitar and Senior Adviser and Scholl Chair Emeritus William Alan Reinsch explore and update a set of six potential scenarios for the future of the USMCA fre...
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Reposted by CSIS Economics Program and Scholl Chair
CSIS Economic Security and Technology Department @est.csis.org · 28/05/2026
Join us June 4, 10:30 to 11:30, for 'Data Centers, AI, and the Future of U.S. Strategic Competitiveness.' Hosted by CSIS experts @techpolicywonk.bsky.social (STP), Aalok Mehta (Wadhwani AI), @josephmajkut.bsky.social (Energy), and @philuck.bsky.social (Scholl) Register here:
tinyurl.com
Data Centers, AI, and the Future of U.S. Strategic Competitiveness | CSIS Events
Brack Studio event on data center expansion and U.S. technology competitiveness.
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Reposted by CSIS Economics Program and Scholl Chair
Peterson Institute for International Economics @piie.com · 27/05/2026
@trade--talks.bsky.social 🤝 @trade.csis.org The Trade Guys How to Win a Trade War with friends Listen here or wherever you get podcasts:
tradetalkspodcast.com
216. How to Win a Trade War, with friends
Bill Reinsch and Scott Miller (The Trade Guys) join to interview Soumaya and Chad about the new Keynes & Bown book, How to Win a Trade War.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 27/05/2026
Ahead of trade negotiations with Mexico, Ambassador Jamieson Greer (USTR) told @cfr.org that Canada is “in a different spot” and that U.S.-Canadian trade issues are “significant,” per @reuters.com. www.reuters.com/business/us-...
reuters.com
US to keep tariffs on USMCA countries, issues with Canada 'significant', Greer says
The ‌Trump administration intends to maintain tariffs on imports from Mexico and Canada, U.S. Trade Representative Jamieson Greer said on Tuesday as theU.S. launches negotiations to revamp the North A...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 27/05/2026
Approximately $20.6bn of tariff refunds are coming to U.S. importers, per @bloomberglp.bsky.social. But @est.csis.org's Rapid Roundup revealed that refunds flow to the importer of record, leaving SMEs and consumers who absorbed pass-through costs out of the windfall. www.csis.org/analysis/est...
csis.org
EST Rapid Roundup: What Comes Next for U.S. Trade Policy After the Supreme Court’s IEEPA Ruling?
CSIS Economic Security and Technology Department experts examined the economic and geopolitical implications of the Supreme Court’s tariffs decision and assessed how it could reshape the administratio...
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Reposted by CSIS Economics Program and Scholl Chair
CSIS | Center for Strategic & International Studies @csis.org · 25/05/2026
"Within the server category—the largest single cost component—semiconductors account for roughly 81% of value in traditional data centers and up to 87% in facilities optimized for AI workloads," writes CSIS's Economics Program and Scholl Chair in International Business. More: bit.ly/4nuYULT
csis.org
The Impact of Tariffs on the AI Data Center Buildout: Balancing Supply Chain Security and AI Infrastructure Leadership
Blanket semiconductor and metal tariffs are crippling the buildout of American data center infrastructure. A more tailored regime can instead reinforce national security and ensure U.S. leadership in ...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 27/05/2026
Qualcomm, a technology company with headquarters in California, has reached a deal with TikTok owner ByteDance to supply chips for their AI datacenters, per @bloomberglp.bsky.social. www.bloomberg.com/news/article...
bloomberg.com
Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance
Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company tr...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 27/05/2026
Beijing has yet to acknowledge a White House-announced pledge to purchase an extra $17bn/yr of U.S. agricultural products, per @reuters.com. Hugh Grant-Chapman warns that such deals are “a band-aid over structural ... trends that are pulling the markets apart.” www.csis.org/analysis/how...
csis.org
How Might the Trump-Xi Summit Impact U.S. Farmers?
The U.S. agricultural industry has borne the brunt of the recent U.S.-China trade conflict. Now, farmers watch closely as Presidents Trump and Xi seek a potential agreement in Beijing, but longer-term...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 26/05/2026
On the newest episode of the Trade Guys, Bill and Scott welcome @chadpbown.com (Senior Fellow, @piie.com) and @soumayakeynes.ft.com (Economics Columnist, @financialtimes.com) to discuss the issues raised in their new book, How to Win a Trade War. www.csis.org/podcasts/tra...
csis.org
How to Win a Trade War with Chad Bown and Soumaya Keynes | The Trade Guys | CSIS Podcasts
Bill and Scott welcome Chad Bown and Soumaya Keynes to discuss the issues raised in their new book, How to Win a Trade War.
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Reposted by CSIS Economics Program and Scholl Chair
CSIS Economic Security and Technology Department @est.csis.org · 22/05/2026
EST President @navingirishankar.bsky.social writes that an AI Homestead policy can preserve U.S. economic dynamism during the AI transformation through investment in individual skills, opportunities, and connectivity of communities to broader markets. tinyurl.com/mszuj9rb
tinyurl.com
Will the AI Economy Have a Middle Class? The Case for an AI Homestead Policy
Navin Girishankar argues that America needs an AI Homestead policy that offers the middle class a wages-to-wealth ladder for the coming AI economy. It is a commitment to upskilling, labor mobility, bu...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 22/05/2026
New Trade Guys episode out! Listen in as Scott Miller and William Alan Reinsch chat with Jennifer Safavian, President & CEO of Autos Drive America, about North American auto supply chains and the key issues at stake for automakers in USMCA review. www.csis.org/podcasts/tra...
csis.org
USMCA Review and Autos with Jennifer Safavian | The Trade Guys | CSIS Podcasts
Bill and Scott host Jennifer Safavian, President & CEO of Autos Drive America, to discuss North American auto supply chains and the key issues at stake for automakers in USMCA review.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 22/05/2026
"The postwar [trade] order lasted because its architects, knowingly or not, built something whose parts reinforced each other. The next order will last only if its architects design with their eyes open." www.csis.org/analysis/how...
csis.org
How Trade Reduces the Risk of War
A new study demonstrates the quantifiable contributions of economic integration in building sustainable global security.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 22/05/2026
Read our new report by Bill Reinsch and Thibault Denamiel on the “Pay now, argue later” tax administration scheme that requires taxpayers to settle tax obligations before filing a complaint. www.csis.org/analysis/ins...
csis.org
Insights into the “Pay Now, Argue Later” Mechanism
The “pay now, argue later” tax administration scheme requires taxpayers to settle tax obligations before filing a complaint, which can introduce uncertainty and financial strain for investors, potenti...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 22/05/2026
"In recent years, blocking access to China’s vast agricultural market has emerged as a tool of first resort in Beijing’s economic statecraft playbook." Find out how countries can mitigate the risks of economic coercion in agriculture in our new report: www.csis.org/analysis/bit...
csis.org
Bitter Harvest: Diagnosing and Deterring Chinese Coercive Agricultural Trade Restrictions
Beijing is increasingly deploying agricultural import restrictions for geopolitical ends. By diagnosing which industries are most exposed to these restrictions, countries can design and implement risk...
000
CSIS Economics Program and Scholl Chair @trade.csis.org · 21/05/2026
New @est.csis.org Rapid Roundup: Unpacking the Trump-Xi Summit Pt.1 - Trade and Investment @philuck.bsky.social, Kate Koren, & other @csis.org experts break down the Trump-Xi Summit from tariffs and export controls to U.S.-China trade and investment to the road ahead. www.csis.org/events/est-r...
csis.org
EST Rapid Roundup: Unpacking the Trump-Xi Summit Pt.1 - Trade and Investment | CSIS Events
Following the recent Trump-Xi summit, join CSIS's Navin Girishankar, Philip Luck, Kate Koren, Scott Kennedy, and Rick Rossow to break down what both sides expected, where tariffs and export controls s...
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CSIS Economics Program and Scholl Chair @trade.csis.org · 21/05/2026
Evan Brown, Michael Gary, Kate Koren, & @philuck.bsky.social offer policy recommendations for tariffs & AI data center buildout: 1) time-limit semiconductor tariffs & tie relief to domestic investment milestones; 2) address structural barriers tariffs cannot solve. www.csis.org/analysis/imp...
csis.org
The Impact of Tariffs on the AI Data Center Buildout: Balancing Supply Chain Security and AI Infrastructure Leadership
Blanket semiconductor and metal tariffs are crippling the buildout of American data center infrastructure. A more tailored regime can instead reinforce national security and ensure U.S. leadership in ...
010
CSIS Economics Program and Scholl Chair @trade.csis.org · 21/05/2026
New study by Ling Feng, Qiuyue Huang, Zhiyuan Li, and Christopher Meissner builds on previous @trade.csis.org analysis to show that doubling bilateral trade between two countries reduces the probability of militarized conflict by about 30%. See our commentary on it: www.csis.org/analysis/how...
csis.org
How Trade Reduces the Risk of War
A new study demonstrates the quantifiable contributions of economic integration in building sustainable global security.
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CSIS Economics Program and Scholl Chair @trade.csis.org · 21/05/2026
New report by Hugh Grant-Chapman, Moon Nguyen, and @philuck.bsky.social dives into Beijing's increasing use of agricultural import restrictions as tools of geopolitical coercion and how countries can diagnose risk exposure and implement policies to mitigate threats. www.csis.org/analysis/bit...
csis.org
Bitter Harvest: Diagnosing and Deterring Chinese Coercive Agricultural Trade Restrictions
Beijing is increasingly deploying agricultural import restrictions for geopolitical ends. By diagnosing which industries are most exposed to these restrictions, countries can design and implement risk...
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Reposted by CSIS Economics Program and Scholl Chair
CSIS Economic Security and Technology Department @est.csis.org · 20/05/2026
EST Rapid Roundup: Unpacking the Trump-Xi Summit Pt.1 - Trade and Investment Join @navingirishankar.bsky.social, @philuck.bsky.social, Kate Koren, @kennedychina.bsky.social, and Rick Rossow to discuss tariffs, export controls, and the road ahead. Link: tinyurl.com/2adku9cf
tinyurl.com
EST Rapid Roundup: Unpacking the Trump-Xi Summit Pt.1 - Trade and Investment | CSIS Events
Following the recent Trump-Xi summit, join CSIS's Navin Girishankar, Philip Luck, Kate Koren, Scott Kennedy, and Rick Rossow to break down what both sides expected, where tariffs and export controls s...
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