Francesca Ghiretti

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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Does the country have the ability to implement it? As noted by a colleague, what are the implications for the European defence sector?

🇨🇳 expanding extraterritorial applications? Further showing what it can do with its REE lever (which is def less precarious than sometimes stated).

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"

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.

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%

Is the EU stuck between a rock and hard place? with Iana Dreyer Podcast Episode · Geoeconomic Competition · 08/04/2025 · 30m

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"?

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The US-China "deal" with Reva Goujon Geoeconomic Competition · Episode

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.

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The EU-UK deal with Georgina Wright Podcast Episode · Geoeconomic Competition · 26/05/2025 · 24m

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!

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The UK-US prosperity deal with Sam Lowe Podcast Episode · Geoeconomic Competition · 2025-05-21 · 29m

Focus on the “direction of travel”! Sound advice and thoughts from @samuelmarclowe.bsky.social in his excellent conversation with @fraghi.bsky.social.

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The UK-US prosperity deal with Sam Lowe Podcast Episode · Geoeconomic Competition · 21/05/2025 · 29m

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!

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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...

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...

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...

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

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

Buon 25 Aprile! Viva l'Italia 🇮🇹 libera e antifascista!

E come ogni anno
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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...

The role of the super rich with Guido Alfani - Geoeconomic Competition In this special episode of Geoeconomic Competition, Francesca Ghiretti talks with Guido Alfani, Professor Economic History at Bocconi University in Milan and author of "As Gods among Men. A History of...

Glad to have contributed to Francesca Ghiretti's Geoeconomic Competition podcast, talking about the rich and their role in society - in the past, and today. @fraghi.bsky.social
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Donald Trump threatens to impose 25% tariffs on EU goods US president warns levies will target auto sector and be applied ‘generally’

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

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

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/...

Implications for partners of the AI diffusion framework with Emily Kilcrease Geoeconomic Competition · Episode

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

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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.

"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...

Commission calls on Member States to review outbound investments and assess risks to economic security The Commission has today published a Recommendation calling on EU Member States to review outbound investments of their companies into non-EU countries.

The 🇪🇺 calls on EU Member States to review outbound investments into non-EU countries.

Three technology areas: semiconductors, artificial intelligence and quantum technologies

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I only skim read it for now, but it looks like they have hit all the main points except the one on how the UK plans to collaborate with other countries in AI, especially in relation supply of components needed. But maybe that will go in the trade strategy (?) Apologies if it's there and ai missed it

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...

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...

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...

Thanks

Maybe the wise woman of industrial policy knows @ilariamazzocco.bsky.social

Same as Alicia, I don't recall this argument and I don't think this was the case. But If you find the source, please, share

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

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-...