How Digital Product Passports Can Map Europe’s Supply Chain Dependencies
The EU’s supply chain policy will remain reactive unless it builds a clearer system for seeing where product-level dependencies actually sit.
Reshaping the EU’s Trade and Industrial Policy To Protect Emerging Critical Industries
The EU has identified the critical industries it needs for economic security, but not how to effectively protect those that are being established. Its trade defence instruments were designed to protect industries in decline, not the developing and not-yet-established industries its strategy now prioritises.
Beyond Trade Defence: Europe Needs a Strategy Against Chinese Overcapacity
China’s industrial overcapacity is creating a competitiveness trap for the EU. Cheap supply lowers costs today, but weakens the industrial capacity and political room Europe needs to de-risk tomorrow.
After 50 Years of Trade, Europe Has Learnt to Manage Its Expectations of China
For fifty years, Europe pursued China with the conviction that trade would beget liberalisation; the last decade has been the slow, costly process of revising that assumption.
Why China Cannot be Europe’s Alternative to the US
Europe risks trading one dependency for another if it treats China as a shortcut to economic security amid U.S. trade uncertainty.
The Mechanics of the EU-Mercosur Trade Deal: Europe’s Push to Shift the Global Order
The EU–Mercosur trade deal has become a test of whether Europe can turn geopolitical pressure into diversification, resilience and renewed multilateral ambition.
Squeezing the Supply Chain: The US’ Semiconductor Dominance and How Europe Should Respond
To shore up European tech sovereignty, the EU must buttress European R&D capacity and avoid being locked-in to long term dependence on American manufacturers.
Navigating Uncertainty: A Report From the Helsinki Geoeconomics Week
Europe’s search for resilience in a world where markets have become geopolitical battlegrounds.
The Economics of the US-EU Trade Deal: How Markets Reacted and Why
Tariffs lead from cautious optimism to vote of no-confidence.
EU and ASEAN Responses to the Trump Tariff Shock 2.0: Divergent Paths in a Shared Trade Storm
How are two of the world’s biggest regional blocs weathering Trump’s renewed tariff storm—and what do their diverging paths reveal about the future of global trade?
Why Geoeconomics Matters Again in Global Politics
As global order frays, Europe grapples with the return of power politics—rearming itself with the language and leverage of geoeconomics
High Stakes and Higher Tariffs: How U.S. Measures Target China and Shake the EU
Despite sudden rapprochement by Washington, the US’ reignited global tariff war has seen eye-popping levies, with China bearing the brunt—and with the EU caught in the crossfire.
