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Ulrich Speck

@ulrichspeck.bsky.social

Foreign policy analyst and writer. Weekly analysis for NZZ. Ex: Carnegie Brussels, Transatlantic Academy Washington, GMF Berlin, RFE/RL Prague; PhD in history. Bylines: NYT, FT, Moscow Times, Foreign Policy, Int Politik ...

5,705 Followers  |  154 Following  |  86 Posts  |  Joined: 05.07.2023  |  1.7104

Latest posts by ulrichspeck.bsky.social on Bluesky

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Allies and partners in the new American Security Strategy Geopolitical Notes 13/2025

My take on the new US Security Strategy ulrichspeck.substack.com/p/allies-and...

06.12.2025 12:09 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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Europeans must support Japan in its dispute with China Geopolitical Notes 12/2025

Europeans must support Japan in its dispute with China -- my latest on Substack. ulrichspeck.substack.com/p/europeans-...

30.11.2025 16:38 โ€” ๐Ÿ‘ 10    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Why Trump fails to make peace in Ukraine Geopolitical notes 11/2025

Why Trump fails to make peace in Ukraine -- my analysis. ulrichspeck.substack.com/p/why-trump-...

23.11.2025 09:49 โ€” ๐Ÿ‘ 9    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 1
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Geopolitical notes 8/2025 A weekly briefing on strategic competition -- from a European viewpoint

Latest edition of my Geopolitical Notes just out. ulrichspeck.substack.com/p/geopolitic...

02.11.2025 17:41 โ€” ๐Ÿ‘ 2    ๐Ÿ” 2    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Geopolitical notes 7/2025 A weekly briefing on strategic competition -- from a European viewpoint

My latest Geopolitical Notes. Read for free ulrichspeck.substack.com/p/geopolitic...

25.10.2025 12:10 โ€” ๐Ÿ‘ 2    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Geopolitical notes 6/2025 A weekly briefing on strategic competition -- from a European viewpoint

Ukraine diplomacy, the Russian threat, and China's rare earth challenge -- main topics in my latest Geopolitical Notes Briefing. ulrichspeck.substack.com/p/geopolitic...

19.10.2025 10:29 โ€” ๐Ÿ‘ 6    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Very good newsletter. Good list of arguments for why it's clear that time is not on Russia's side, that Russia is losing the war.

13.10.2025 06:26 โ€” ๐Ÿ‘ 67    ๐Ÿ” 7    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 1
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Geopolitical notes 5/2025 A weekly briefing on strategic competition -- from a European viewpoint

Just published -- new edition of my "Geopolitical notes. A weekly briefing on strategic competition -- from a European viewpoint". Sign up for free.
ulrichspeck.substack.com/p/geopolitic...

12.10.2025 09:12 โ€” ๐Ÿ‘ 4    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Geopolitical notes 5/2025 A weekly briefing on strategic competition -- from a European viewpoint

Just published -- new edition of my "Geopolitical notes. A weekly briefing on strategic competition -- from a European viewpoint". Sign up for free.
ulrichspeck.substack.com/p/geopolitic...

12.10.2025 09:12 โ€” ๐Ÿ‘ 4    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Geopolitical notes 4/2025 A weekly briefing on strategic competition

Just published: New edition of my Geopolitical notes. Subscribe for free. ulrichspeck.substack.com/p/geopolitic...

05.10.2025 07:52 โ€” ๐Ÿ‘ 6    ๐Ÿ” 3    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 1
29.09.2025 05:56 โ€” ๐Ÿ‘ 4    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
28.09.2025 14:06 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Geopolitical notes 3/2025 A weekly briefing on strategic competition

Just published: Latest edition of my Geopolitical Notes. You can sign up for free. ulrichspeck.substack.com/p/geopolitic...

28.09.2025 09:03 โ€” ๐Ÿ‘ 2    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 1
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Geopolitical notes 3/2025 A weekly briefing on strategic competition

Just published: Latest edition of my Geopolitical Notes. You can sign up for free. ulrichspeck.substack.com/p/geopolitic...

28.09.2025 09:03 โ€” ๐Ÿ‘ 2    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 1
22.09.2025 08:48 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
21.09.2025 15:12 โ€” ๐Ÿ‘ 9    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Geopolitical notebook, 15.-21. September Putin moves to the next level: provocations against Nato. After the incursion into the Polish airspace, now a violation of the Estonian border: Three Russian fighter jets entered the Estonian airspace...

My latest "Geopolitical notebook" is out. It's free to read and subscribe. ulrichspeck.substack.com/p/geopolitic...

21.09.2025 10:05 โ€” ๐Ÿ‘ 7    ๐Ÿ” 2    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 2
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Geopolitical notebook, 15.-21. September Putin moves to the next level: provocations against Nato. After the incursion into the Polish airspace, now a violation of the Estonian border: Three Russian fighter jets entered the Estonian airspace...

My latest "Geopolitical notebook" is out. It's free to read and subscribe. ulrichspeck.substack.com/p/geopolitic...

21.09.2025 10:05 โ€” ๐Ÿ‘ 7    ๐Ÿ” 2    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 2
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Powerplay. Notes on geopolitics by Ulrich Speck | Substack Notes on geopolitics. Click to read Powerplay. Notes on geopolitics by Ulrich Speck, a Substack publication.

New substack from @ulrichspeck.bsky.social (Powerplay) will provide his analysis on geopolitical developments. ulrichspeck.substack.com

15.09.2025 16:27 โ€” ๐Ÿ‘ 2    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Powerplay. Notes on geopolitics by Ulrich Speck | Substack Notes on geopolitics. Click to read Powerplay. Notes on geopolitics by Ulrich Speck, a Substack publication.

My new publication: "Powerplay. Notes on geopolitics." I provide a weekly overview of what I consider important developments, interesting comments, and analysis. From now on every Sunday. Feel free to subscribe. ulrichspeck.substack.com

14.09.2025 18:25 โ€” ๐Ÿ‘ 16    ๐Ÿ” 5    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 2
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Powerplay. Notes on geopolitics by Ulrich Speck | Substack Notes on geopolitics. Click to read Powerplay. Notes on geopolitics by Ulrich Speck, a Substack publication.

My new publication: "Powerplay. Notes on geopolitics." I provide a weekly overview of what I consider important developments, interesting comments, and analysis. From now on every Sunday. Feel free to subscribe. ulrichspeck.substack.com

14.09.2025 18:25 โ€” ๐Ÿ‘ 16    ๐Ÿ” 5    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 2

I took the liberty of creating an alternative cover for the report, with my co-author as a hussar of the Lithuanian-Polish Commonwealth and yrs truly as an Estonian peasant from Halliste Parish in South Estonia, standing on the cliffs on the Gulf of Estonia/ (or Finland). @kaikaarelson.bsky.social

16.05.2025 14:15 โ€” ๐Ÿ‘ 86    ๐Ÿ” 11    ๐Ÿ’ฌ 5    ๐Ÿ“Œ 1
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Commission preliminarily finds TikTok\'s ad repository in breach of the Digital Services Act Today, the Commission has informed TikTok of its preliminary view that the company does not fulfil the Digital Services Act (DSA)\'s obligation to publish an advertisement repository.

Commission finds TikTok does not provide the necessary information about the content of the advertisements, the users targeted by the ads, and who paid for the advertisements.

Could be fined 6% of global revenue

ec.europa.eu/commission/p...

15.05.2025 12:04 โ€” ๐Ÿ‘ 15    ๐Ÿ” 4    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

โ€œOvercapacity is a feature not a bug in the Chinese model of techno-industrial upgrade through relentless manufacturing scaling

โ€œTo mitigate US tariffs, China needs Europe to absorb more Chinese goods while Europe wants China to export less and import more.. Their aims are diametrically opposedโ€

16.05.2025 04:45 โ€” ๐Ÿ‘ 13    ๐Ÿ” 4    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Xiโ€™s visit to Moscow this week is a usefully-timed reminder to European policymakers of the hard ceiling on China-Europe relations in the coming years. My @gmfus.bsky.social colleagues put a neat little video together laying it out... More here: www.linkedin.com/posts/andrew...

09.05.2025 11:17 โ€” ๐Ÿ‘ 9    ๐Ÿ” 4    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Es kรถnnte sein, dass wir in Deutschland mit Merz endlich nicht mehr vorwiegend nur diskutieren, OB das Land international eine wichtige Rolle spielen soll, sondern WIE es dies tun kann: was in konkreten Bereichen zu tun ist. Das wรคre ein groรŸer Schritt nach vorne.

07.05.2025 05:30 โ€” ๐Ÿ‘ 39    ๐Ÿ” 8    ๐Ÿ’ฌ 4    ๐Ÿ“Œ 0

Kiesinger, Brandt, Schmidt, Kohl, Schrรถder, Merkel, Scholz waren Ministerprรคsidenten oder Minister, bevor sie Bundeskanzler wurden. Parteisoldaten. Merz ist Quereinsteiger, Politik-Unternehmer. Eine Chance in einer Zeit der Disruption, in der es um Umbau und Neubegrรผndung geht.

06.05.2025 07:26 โ€” ๐Ÿ‘ 8    ๐Ÿ” 2    ๐Ÿ’ฌ 3    ๐Ÿ“Œ 0

Dass er mit seinem alten, nicht mehr angemessenen auรŸenpolitischen Denken auf massive Kritik stieรŸ, im Inland wie bei europรคischen Partnern, brachte ihn nicht zum Nachdenken, sondern zum selbstgerechten Insistieren auf seinem Kurs.

05.05.2025 07:20 โ€” ๐Ÿ‘ 16    ๐Ÿ” 1    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Scholz gehรถrte nicht zum Schrรถder-Lager in der SPD, aber er schaffte es nicht, das Schrรถder-Denken in Bezug auf Russland und die AuรŸenpolitik hinter sich zu lassen und eine neue, der neuen Lage angemessene AuรŸen- und Sicherheitspolitik einzuleiten.

05.05.2025 07:20 โ€” ๐Ÿ‘ 20    ๐Ÿ” 1    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Kanzler-Abschied: Scholz wird als der entscheidende Bremser bei der Ukraine-Unterstรผtzung in die Geschichte eingehen. Hรคtte er mehr getan, wรผrde die Ukraine heute besser dastehen. Russlands Imperialismus wรคre auf dem Rรผckzug, Trump wรผrde Europas Sicherheit weniger dominieren.

05.05.2025 07:20 โ€” ๐Ÿ‘ 38    ๐Ÿ” 9    ๐Ÿ’ฌ 3    ๐Ÿ“Œ 0

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