Nuclear makes a lot of sense. Does France have lowest energy rates within EU?
10.02.2026 22:58 โ ๐ 0 ๐ 0 ๐ฌ 1 ๐ 0
UNCTAD data on FDI in 2025 shows that France received USD 69 B in data center investments. The US received 29B, Korea received 21 B.
Can someone please explain to my why France is hovering up so much cross-border data center investment?
10.02.2026 18:21 โ ๐ 4 ๐ 1 ๐ฌ 1 ๐ 0
Noah is correct here. The ACI was first developed as a response to Trump 1.0. The timing of its passage gave the impression that it was a response to Chinaโs economic coercion attempts of Lithuania. However, we all know EU canโt push through regs that fast!
25.01.2026 17:56 โ ๐ 7 ๐ 1 ๐ฌ 0 ๐ 0
Already some excellent submissions in for #PEADS2026 from May 22-23 at Georgetown University McCourt School of Public Policy. Don't have yours in yet? Don't worry there's still time - deadline January 30th! Please "re-sky" to spread the word!
22.01.2026 08:07 โ ๐ 3 ๐ 3 ๐ฌ 0 ๐ 1
COSCO plans takeover of Hamburg hinterland logistics company
COSCO plans takeover of Hamburg hinterland logistics company
COSCO attempting to buy up an inland transport logistics company in Germany. Watching with interest: trans.info/en/cosco-ham...
10.01.2026 15:35 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0
Do not accept the foundational lie of the dictator. Do not accept that he and his agents have the right to exact violent repression on citizens. Embrace the idea that the state exists to serve its citizens, not the other way around.
10.01.2026 15:34 โ ๐ 15 ๐ 2 ๐ฌ 0 ๐ 0
can't you do that for the thing you are writing for us? :)
08.01.2026 20:45 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0
** edit - Emcore/Heifo (China) 2026 **
03.01.2026 20:42 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0
8. MineOne (China) 2024
9. US Steel/Nippon Steel (Japan) 2024 **reversed**
10. Jupiter/Suirui (China) 2025
11. Encore/HeiFo (China) 2026
03.01.2026 20:35 โ ๐ 1 ๐ 0 ๐ฌ 1 ๐ 0
This brings the number of CFIUS blocks to 11.
1. - Mamco/Catic (China) 1990
2. Ralls (China) 2012
3. Aixtron/GrandChip (China) 2016
4. Lattice/CanyonBridge (China) 2017
5. Qualcomm/Broadcom (Singapore) 2018
6. StayNTouch/Shiji (China) 2020
7. Musical.ly/TikTok (China) 2020 *not enforced*
03.01.2026 20:32 โ ๐ 0 ๐ 1 ๐ฌ 1 ๐ 0
Statement on the Presidentโs Decision Ordering the Divestment of Interests in Certain Assets of EMCORE Corporation by HieFo Corporation
WASHINGTON โ Today, President Trump published an order ordering the divestment by HieFo Corporation (โHieFoโ), a Delaware corporation and foreign person of certain assets of EMCORE Corporation (โEMCOREโ), a New Jersey corporation.ย The assets that were the subject of the transaction comprised EMCOREโs digital chips and related wafer design, fabrication, and processing business, including a semiconductor manufacturing facility (the โEMCORE Digital Chips Businessโ).ย ย ย The Committee on Foreign Investment in the United States (โCFIUSโ or the โCommitteeโ) reviewed and investigated this transaction pursuant to Section 721 of the Defense Production Act of 1950, as amended (โSection 721โ).ย CFIUS identified a national security risk arising from the transaction relating to potential access to EMCOREโs intellectual property, proprietary know-how, and expertise and to the potential diversion of supply of indium phosphide chips manufactured by the EMCORE Digital Chips Business away from the United States.ย To address this risk, the Presidentโs order directs HieFo to divest all interests and rights in the EMCORE Digital Chips Business.ย ย ย HieFo did not file the transaction with CFIUS until after CFIUSโs non-notified team investigated the transaction.ย CFIUSโs non-notified function has been enhanced by authorities provided by Congress in FIRRMA and ongoing appropriations to support the Committeeโs ability to identify and review non-notified transactions. ย Parties to transactions should carefully consider whether or not any transaction they may be undertaking may be subject to CFIUS jurisdiction, including whether or not the transaction has a potential nexus to U.S. national security.ย The CFIUS process focuses exclusively on identifying and addressing national security risks arising from a covered transaction.ย CFIUS's risk analysis involves consideration of the potential threat, vulnerability, and consequence of any given transaction.ย CFIUS reviews each transaction on a case-by-case basis and considers the specific facts and circumstances relating to that transaction. ย As such, the disposition of each CFIUS case is reflective only of CFIUSโs analysis of that specific transaction and not indicative of a general position on the transaction parties, countries, or industries involved.ย CFIUSโs mandate to conduct case-by-case reviews is reflective of the U.S. Governmentโs commitment to maintaining its open investment policy while protecting U.S. national security.ย View a copy of the Presidentโs order.ย ABOUT CFIUSย CFIUS is an interagency committee authorized to review certain transactions involving foreign investment in the United States and certain real estate transactions by foreign persons, in order to determine the effect of such transactions on the national security of the United States.ย CFIUS is chaired by the Secretary of the Treasury and includes as members the Secretaries of State, Defense, Commerce, Energy, and Homeland Security, the Attorney General, the Director of the White House Office of Science and Technology Policy, and the U.S. Trade Representative. ย The Director of National Intelligence and the Secretary of Labor participate as non-voting, ex-officio members, and the Secretary of the Department of Agriculture is a member when a case involves elements of the agricultural industrial base that have implications for food security. ย ย Treasuryโs Office of Investment Security leads CFIUSโs efforts to identify transactions where no voluntary notice has been filed under section 721 of the Defense Production Act of 1950, as amended.ย If CFIUS determines that a non-notified transaction may be a covered transaction or covered real estate transaction and may raise national security considerations, the Committee may contact the transaction parties and request a CFIUS filing.ย Members of the public may contact Treasury with any tips, referrals, or voluntary self-disclosures atย CFIUS.tips@treasury.gov.ย ย ####
I know everyone is talking about Venezuela (as they should), but also, the Trump Administration used CFIUS authorities to require another Chinese investor to divest from a semiconductor company: home.treasury.gov/news/press-r...
03.01.2026 20:23 โ ๐ 5 ๐ 2 ๐ฌ 1 ๐ 0
I recommend reading the novel. It is especially generative for scholars as we grapple with the challenges of our point history.
27.12.2025 13:49 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0
Glad you consulted for it. We are on same wavelength. Here is what I posted regarding the story a few days ago: bsky.app/profile/sara...
26.12.2025 21:00 โ ๐ 2 ๐ 0 ๐ฌ 0 ๐ 0
The book jacket to What We Can know by Ian McEwan
โThe humanities are always in crisis. I no longer believe this is an institutional matter โ itโs in the nature of intellectual life, or of thought itself. Thinking is always in crisis.โ
26.12.2025 15:24 โ ๐ 34 ๐ 1 ๐ฌ 3 ๐ 3
What is striking about this graph is how little consumption contributed to growth in 2025 and how much decline in imports did. Consumption grew in q4, but for the year was lack luster. Additionally, the top 10% account for 50% consumption. This indicates substantial structural weakness
23.12.2025 15:04 โ ๐ 1 ๐ 0 ๐ฌ 1 ๐ 0
Embracing EVs is important, not just for climate issues, but to facilitate a commercial market for battery production and innovation so that the market development costs can be widely distributed rather than borne by defense acquisition.
23.12.2025 13:00 โ ๐ 2 ๐ 0 ๐ฌ 0 ๐ 1
The Pentagon and A.I. Giants Have a Weakness. Both Need Chinaโs Batteries, Badly.
Good to see the Trump administration waking up to the importance of battery supply chain integrity www.nytimes.com/2025/12/23/c...
23.12.2025 12:58 โ ๐ 0 ๐ 0 ๐ฌ 1 ๐ 0
More please.
21.12.2025 16:22 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0
By the numbers: The global economy in 2025
Our GeoEconomics Center experts break down the numbers and data points that defined the global economy in 2025.
Always love contributing to Atlantic Council's By the Numbers Series. Thanks to Josh Lipsky and Kimberly Donovan's steady leadership through disorienting times. And to the amazing staff & NRSF at the center. I am fortunate to work with and learn from you all: www.atlanticcouncil.org/dispatches/b...
19.12.2025 18:20 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0
Iโm not sure this framing is entirely fair, but it is certainly true that CFIUS provides the executive with enormous discretion, which can be used for legitimate public interest or for cronyism. And, again, the least corrupt divestment pathway was an IPO rather than brokered sale.
19.12.2025 15:58 โ ๐ 2 ๐ 1 ๐ฌ 1 ๐ 0
Phish Pepsi
I'm calling it - favorite album of 2025 is Bleeds by Wednesday. Here's a taste: open.spotify.com/track/5ksAxc...
19.12.2025 00:56 โ ๐ 1 ๐ 0 ๐ฌ 1 ๐ 0
TikTok U.S. Deal to Close Next Month: Oracle and Silver Lake Confirmed in Buyer Consortium
Abu Dhabi's state investment fund will also be a managing investor.
Is this the final chapter in the TikTok saga? What valuation does the deal put TikTok USA at? What are the data safeguards? How will owners manage the algorithm? Iโm a broken record, but divestment should have happened through IPO. www.hollywoodreporter.com/business/dig...
19.12.2025 00:17 โ ๐ 5 ๐ 2 ๐ฌ 1 ๐ 1
18.12.2025 22:03 โ ๐ 7 ๐ 1 ๐ฌ 0 ๐ 0
Outbound investment program now based in law (rather than EO). Analysis forthcoming (must finish grading first).
18.12.2025 14:22 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0
Also, if you have good phd students writing on this topic who are interested in submitting to Law & Geoeconomics, Iโm happy to chat!
18.12.2025 01:51 โ ๐ 2 ๐ 0 ๐ฌ 1 ๐ 0
Love this!
18.12.2025 01:50 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0
This should be the biggest story in the country right now. The sitting US President was extorting state lawmakers from his own party by threatening to withhold public money if they didnโt gerrymander for him.
I donโt know how else to say itโฆ
12.12.2025 04:21 โ ๐ 18761 ๐ 7111 ๐ฌ 652 ๐ 466
periodic posting on political economy issues, mostly charts, some shirts, weekly kittens. Sic semper tyrannis.
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