Nicolas Köhler-Suzuki

Trump to slash India tariffs after Modi ‘agrees’ to stop buying Russian oil Levies will drop from 50% to 18% as US president claims New Delhi will buy more than $500bn of American goods

My 2c on the US-India ‘deal’ in the FT:

“It seems highly doubtful that India has agreed to reduce tariffs to zero, particularly on agricultural goods, given India’s long-standing approach to trade negotiations going right back to the Doha Round"

www.ft.com/content/72f1...

India signed a trade agreement with the European Union just last week. (That deal eventually provides EU companies preferential access to the Indian market.)

The Economics Show with @soumayakeynes.ft.com has an excellent episode explaining the EU-India deal, with @nks.bsky.social & Ajay Srivastava.

🗨️ #EU is caught between #TrumpTariffs and #China's #overcapacities.

👉Institut Jacques Delors's @nks.bsky.social

➡️Full show: f24.my/B4CD.x

@en.france24.com #Trump #tariffs

1/15 🚗 How can the European automotive industry navigate the trilemma of decarbonisation, competitiveness & economic security? @vonderleyen.ec.europa.eu
📣 a thread on our report out today presenting trade & industrial Policy Options” shorturl.at/QWFtx

The Road to a New European Automotive Strategy: Trade and Industrial Policy Options

European 🚗 industry: options ahead for the 🇪🇺 automotive sector as it navigates the trilemma of decarbonation, competitiveness and security

By @delorsinstitute.bsky.social & PSIA Sciences Po

@elvirefabry.bsky.social @nks.bsky.social
👇

institutdelors.eu/en/publicati...

The Road to a New European Automotive Strategy: Trade and Industrial Policy Options

🚗 Our report explores the challenges & opportunities facing the EU #automotive_industry as it navigates the trilemma of #decarbonization, #competitiveness, and #economic_security

By V. do Prado @elvirefabry.bsky.social @aranchagonzalez.bsky.social @nks.bsky.social P. Lamy & S. Praetorius

Shields Up: How China, Europe, Japan and the United States Shape the World through Economic Security - Institut Jacques Delors Shields Up: How China, Europe, Japan and the United States Shape the World through Economic Security

[Trade] The lack of effective European governance structures for economic security is an institutional weakness that hinders the development of long-term thinking

Analysis of EU, China, United States & Japan by Elvire Fabry, @nks.bsky.social, Marco Sibona & Pascal Lamy

We are saddened by the passing of our founder, #JacquesDelors.

His visionary leadership and tireless commitment to European unity will be forever remembered.

We send our deepest condolences to his family and loved ones. May he rest in peace.

Read our PR: www.europejacquesdelors.eu/news/an-arch...

China bans the export of rare earth processing technologies for national security reasons

www.reuters.com/markets/comm...

Go Trade Team Status Quo!

But we need to think about the limits of de-risking: With less economic integration, we may have less risk for welfare losses in the case of a hard decoupling scenario, but we may also make that scenario more likely by loosening the brakes for risky political bets.

So yes, let's de-risk to the extent necessary, but let's also not shoot ourselves in the foot with overblown calls for decoupling. (I am looking at you, House Select Committee on the CCP.)

Nicolas Köhler-Suzuki on LinkedIn: How interdependent is trade between China and the EU? The shor... How interdependent is trade between China and the EU? The short answer: 🇨🇳 is about twice as dependent on exports to 🇪🇺 than vice versa and 🇪🇺 is…

This aligns with the findings of our recent @delorsinstitute.bsky.social report on EU-China interdependence, which show a significantly greater reliance of China on exports to the EU than vice-versa: lnkd.in/eYkJtNVu

Quote: "The cost of a decoupling are always costlier for China and Russia than for any Western country, in the short‐run, in the long‐run, and for both a cold turkey decoupling or a gradual de‐risking."

An excellent new report that illustrates that much has been overblown in the debate about decoupling and de-risking. Yes, there are significant costs associated with a hard-decoupling scenario, but overall, economic interdependence is a source of Western strength, not weakness. 👇

Will the little engagement of Xi at the 🇪🇺🇨🇳 summit press the EU towards more de-risking? Our scenarios by 2035 may be even more useful to identify key drivers of change and to protect European interest.
👉 urlz.fr/oQzL