ECFR Geoeconomics and Tech
@ecfrgeotech.bsky.social
ECFR’s research in geoeconomics and technology explores the impact of global economic fragmentation, Western strategies to de-risk industries from China, and the future of economic statecraft tools.
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Ride the wave: A big, beautiful European strategy for Trumponomics
The US president is throwing the EU lots of economic curveballs. Brussels should not be distracted by these; instead, it should double down on adopting measures that will benefit the bloc long after…
ecfr.eu
🌊Every surfer knows you need to ride the wave — not fight it.
Eight months in, Europe is still struggling to craft a coherent response to Trumponomics. The way forward: stay calm, stay united, and reform.
Read @agathedemarais.bsky.social's new @ecfr.eu policy brief:
ecfr.eu/publication/...
Eight months in, Europe is still struggling to craft a coherent response to Trumponomics. The way forward: stay calm, stay united, and reform.
Read @agathedemarais.bsky.social's new @ecfr.eu policy brief:
ecfr.eu/publication/...
Reposted by ECFR Geoeconomics and Tech
What are Trump's plans in the trade (tariffs), investment (decoupling) and financial (US dollar depreciation) spheres, and what do US policies mean for Europe? Join us next Tuesday in Berlin @ecfrberlin.bsky.social to discuss these topics - more info and registration 👇
A big, beautiful European strategy for Trumponomics | ECFR
Since the return of U.S. President Donald Trump to the White House in January, European policymakers have been struggling to sketch a sensible response to
ecfr.eu
November 26, 2025 at 11:01 AM
What are Trump's plans in the trade (tariffs), investment (decoupling) and financial (US dollar depreciation) spheres, and what do US policies mean for Europe? Join us next Tuesday in Berlin @ecfrberlin.bsky.social to discuss these topics - more info and registration 👇
Reposted by ECFR Geoeconomics and Tech
It would be lovely to see you!
🫖Join us for tea in Berlin on 2 December to discuss how Europeans can sketch a sensible response to Trumponomics together with @agathedemarais.bsky.social and @jpuglierin.bsky.social.
📍Register here: ecfr.eu/event/a-big-...
📍Register here: ecfr.eu/event/a-big-...
A big, beautiful European strategy for Trumponomics
Since the return of U.S. President Donald Trump to the White House in January, European policymakers have been struggling to sketch a sensible response to Trumponomics – an unpredictable…
ecfr.eu
November 25, 2025 at 2:32 PM
It would be lovely to see you!
Reposted by ECFR Geoeconomics and Tech
On Russia’s frozen assets, Europeans have a clear choice: use their biggest leverage to back Ukraine and shape the U.S.–Russia plan, or let Washington seize the money for the benefit of both the U.S. and Russia, argues @agathedemarais.bsky.social
foreignpolicy.com/2025/11/24/t...
foreignpolicy.com/2025/11/24/t...
The U.S.-Russia Plan Gives Trump a $300 Billion Signing Bonus
If Europe moves fast to seize Russian assets, it may be able to sink this bad deal.
foreignpolicy.com
November 25, 2025 at 11:35 AM
On Russia’s frozen assets, Europeans have a clear choice: use their biggest leverage to back Ukraine and shape the U.S.–Russia plan, or let Washington seize the money for the benefit of both the U.S. and Russia, argues @agathedemarais.bsky.social
foreignpolicy.com/2025/11/24/t...
foreignpolicy.com/2025/11/24/t...
Reposted by ECFR Geoeconomics and Tech
The fate of the U.S.-Russia plan hinges on the EU’s ability to swiftly seize Russia’s frozen assets, writes columnist @agathedemarais.bsky.social.
The U.S.-Russia Plan Gives Trump a $300 Billion Signing Bonus
If Europe moves fast to seize Russian assets, it may be able to sink this bad deal.
foreignpolicy.com
November 25, 2025 at 12:30 AM
The fate of the U.S.-Russia plan hinges on the EU’s ability to swiftly seize Russia’s frozen assets, writes columnist @agathedemarais.bsky.social.
🫖Join us for tea in Berlin on 2 December to discuss how Europeans can sketch a sensible response to Trumponomics together with @agathedemarais.bsky.social and @jpuglierin.bsky.social.
📍Register here: ecfr.eu/event/a-big-...
📍Register here: ecfr.eu/event/a-big-...
A big, beautiful European strategy for Trumponomics
Since the return of U.S. President Donald Trump to the White House in January, European policymakers have been struggling to sketch a sensible response to Trumponomics – an unpredictable…
ecfr.eu
November 25, 2025 at 11:15 AM
🫖Join us for tea in Berlin on 2 December to discuss how Europeans can sketch a sensible response to Trumponomics together with @agathedemarais.bsky.social and @jpuglierin.bsky.social.
📍Register here: ecfr.eu/event/a-big-...
📍Register here: ecfr.eu/event/a-big-...
Reposted by ECFR Geoeconomics and Tech
As I report in this morning’s Europe Express, many EU leaders made @agathedemarais.bsky.social’s point forcefully at an emergency summit yesterday… but Belgium is still refusing to lift its veto on the frozen assets loan plan
on.ft.com/3XOnviR
on.ft.com/3XOnviR
November 25, 2025 at 8:28 AM
As I report in this morning’s Europe Express, many EU leaders made @agathedemarais.bsky.social’s point forcefully at an emergency summit yesterday… but Belgium is still refusing to lift its veto on the frozen assets loan plan
on.ft.com/3XOnviR
on.ft.com/3XOnviR
Reposted by ECFR Geoeconomics and Tech
The US-Russia plan includes a $300bn signing bonus for the US in the form of Russia's central bank frozen assets - for @foreignpolicy.com I outline how the EU could curb Trump’s interest in the deal if the bloc rushes to seize these assets before America grabs them
foreignpolicy.com/2025/11/24/t...
foreignpolicy.com/2025/11/24/t...
The U.S.-Russia Plan Gives Trump a $300 Billion Signing Bonus
If Europe moves fast to seize Russian assets, it may be able to sink this bad deal.
foreignpolicy.com
November 24, 2025 at 5:40 PM
The US-Russia plan includes a $300bn signing bonus for the US in the form of Russia's central bank frozen assets - for @foreignpolicy.com I outline how the EU could curb Trump’s interest in the deal if the bloc rushes to seize these assets before America grabs them
foreignpolicy.com/2025/11/24/t...
foreignpolicy.com/2025/11/24/t...
Reposted by ECFR Geoeconomics and Tech
How China could crash Europe’s energy grid and what the EU can do about it
In my latest, I look at how Europe’s solar boom has quietly given Beijing potential access points inside the EU energy grid through Chinese-made inverters.
🧵
ecfr.eu/article/how-...
In my latest, I look at how Europe’s solar boom has quietly given Beijing potential access points inside the EU energy grid through Chinese-made inverters.
🧵
ecfr.eu/article/how-...
How China could crash Europe’s energy grid and what the EU can do about it
Europe’s solar boom has quietly handed Beijing remote access to hundreds of gigawatts of its power capacity. Without a 5G-type toolbox banning untrustworthy suppliers of inverters and other grid…
ecfr.eu
November 21, 2025 at 2:42 PM
How China could crash Europe’s energy grid and what the EU can do about it
In my latest, I look at how Europe’s solar boom has quietly given Beijing potential access points inside the EU energy grid through Chinese-made inverters.
🧵
ecfr.eu/article/how-...
In my latest, I look at how Europe’s solar boom has quietly given Beijing potential access points inside the EU energy grid through Chinese-made inverters.
🧵
ecfr.eu/article/how-...
Reposted by ECFR Geoeconomics and Tech
From the US-Russia plan for Ukraine - US firms would get US$100bn in cash from Russia's frozen central bank reserves to invest in Ukraine's reconstruction, with the US (government) ultimately receiving 50% of the profits (US claims over Russia's frozen reserves amount to only US$5bn)
November 21, 2025 at 11:43 AM
From the US-Russia plan for Ukraine - US firms would get US$100bn in cash from Russia's frozen central bank reserves to invest in Ukraine's reconstruction, with the US (government) ultimately receiving 50% of the profits (US claims over Russia's frozen reserves amount to only US$5bn)
Europe’s solar boom has handed China remote access to hundreds of gigawatts of its power capacity. Without a 5G-type toolbox banning untrustworthy suppliers of inverters and other grid technologies, Europe risks another energy security crisis, writes @tobiasgehrke.bsky.social
ecfr.eu/article/how-...
ecfr.eu/article/how-...
How China could crash Europe’s energy grid and what the EU can do about it
Europe’s solar boom has quietly handed Beijing remote access to hundreds of gigawatts of its power capacity. Without a 5G-type toolbox banning untrustworthy suppliers of inverters and other grid…
ecfr.eu
November 20, 2025 at 3:49 PM
Europe’s solar boom has handed China remote access to hundreds of gigawatts of its power capacity. Without a 5G-type toolbox banning untrustworthy suppliers of inverters and other grid technologies, Europe risks another energy security crisis, writes @tobiasgehrke.bsky.social
ecfr.eu/article/how-...
ecfr.eu/article/how-...
Reposted by ECFR Geoeconomics and Tech
The EU’s Artificial Intelligence Act could offer a useful framework for Europeans and Gulf partners to work together, write @cinziabianco.bsky.social and Herman Quarles @ecfrmena.bsky.social @ecfrpower.bsky.social
https://bit.ly/3MdxkEk
https://bit.ly/3MdxkEk
Trump’s AI thaw: How Europe and the Gulf can protect against American and Chinese tech pressure
Recent changes in US policy have brought the US and Gulf states together again on AI—creating new openings for European decision-makers…
bit.ly
November 20, 2025 at 3:07 PM
The EU’s Artificial Intelligence Act could offer a useful framework for Europeans and Gulf partners to work together, write @cinziabianco.bsky.social and Herman Quarles @ecfrmena.bsky.social @ecfrpower.bsky.social
https://bit.ly/3MdxkEk
https://bit.ly/3MdxkEk
Reposted by ECFR Geoeconomics and Tech
Germans do not buy as many cars as they used to, deepening German auto industry's crisis
• Car sales for affordable models plunged in 2019-24 as economic stagnation sank consumer demand
• Cars have also become pricier due to higher costs or supply issues for raw materials, CRMs and chips
• Car sales for affordable models plunged in 2019-24 as economic stagnation sank consumer demand
• Cars have also become pricier due to higher costs or supply issues for raw materials, CRMs and chips
November 20, 2025 at 11:02 AM
Germans do not buy as many cars as they used to, deepening German auto industry's crisis
• Car sales for affordable models plunged in 2019-24 as economic stagnation sank consumer demand
• Cars have also become pricier due to higher costs or supply issues for raw materials, CRMs and chips
• Car sales for affordable models plunged in 2019-24 as economic stagnation sank consumer demand
• Cars have also become pricier due to higher costs or supply issues for raw materials, CRMs and chips
Reposted by ECFR Geoeconomics and Tech
Volodymyr Zelensky has struck a deal to strengthen Ukraine’s winter energy reserves. Europe should now help Kyiv diversify its imports and guard its domestic gas fields with a robust air defence, writes @alberto-rizzi.bsky.social @ecfrpower.bsky.social
https://bit.ly/4pbu1vQ
https://bit.ly/4pbu1vQ
Shield the fields: How Europe can support Ukraine through a dark winter
Volodymyr Zelensky has struck a deal to strengthen Ukraine’s winter energy reserves. Europe should now help Kyiv diversify its imports and guard its domestic gas fields with a robust air defence…
bit.ly
November 19, 2025 at 10:09 AM
Volodymyr Zelensky has struck a deal to strengthen Ukraine’s winter energy reserves. Europe should now help Kyiv diversify its imports and guard its domestic gas fields with a robust air defence, writes @alberto-rizzi.bsky.social @ecfrpower.bsky.social
https://bit.ly/4pbu1vQ
https://bit.ly/4pbu1vQ
"[The first chips act] put an emphasis on manufacturing [...] but there are also other parts of the supply chain [...] How we can cultivate those niches and how we leverage them is something that needs to be discussed" - @chiara-malaponti.bsky.social @politico.com
www.politico.eu/article/micr...
www.politico.eu/article/micr...
Chip scare sends Brussels back to the drawing board
As the U.S. and China weaponize valuable chip supplies, the EU is forced to admit it hasn’t yet found a solution.
www.politico.eu
November 17, 2025 at 2:03 PM
"[The first chips act] put an emphasis on manufacturing [...] but there are also other parts of the supply chain [...] How we can cultivate those niches and how we leverage them is something that needs to be discussed" - @chiara-malaponti.bsky.social @politico.com
www.politico.eu/article/micr...
www.politico.eu/article/micr...
Reposted by ECFR Geoeconomics and Tech
I spoke yesterday with @deutschewellerss.newsmast.social.ap.brid.gy about Zelenskyy's visit to Greece: more gas supplies are crucial to compensate for Ukraine's lower production due to attacks by Russia. And defending Ukrainian infrastructure is equally important.
www.youtube.com/watch?v=mAnh...
www.youtube.com/watch?v=mAnh...
Can Europe supply Ukraine with enough gas to get through the winter? | DW News
YouTube video by DW News
www.youtube.com
November 17, 2025 at 10:01 AM
I spoke yesterday with @deutschewellerss.newsmast.social.ap.brid.gy about Zelenskyy's visit to Greece: more gas supplies are crucial to compensate for Ukraine's lower production due to attacks by Russia. And defending Ukrainian infrastructure is equally important.
www.youtube.com/watch?v=mAnh...
www.youtube.com/watch?v=mAnh...
Reposted by ECFR Geoeconomics and Tech
China says Spain is the model it seeks for its international relations. See my take at @elmundo.es.web.brid.gy CafeSteiner www.globaltimes.cn/page/202511/...
www.globaltimes.cn
November 17, 2025 at 11:46 AM
China says Spain is the model it seeks for its international relations. See my take at @elmundo.es.web.brid.gy CafeSteiner www.globaltimes.cn/page/202511/...
The EU ceded far less than Japan, Malaysia, Cambodia & others in new US trade deals — but why Asia accepted such strict terms is unclear. Brussels should be wary if Washington brings similar demands to Europe, says @agathedemarais.bsky.social in @foreignpolicy.com
foreignpolicy.com/2025/11/12/t...
foreignpolicy.com/2025/11/12/t...
Why Did Asian Countries Give Trump So Much on Trade?
The new deals contain unusual concessions that could change the flow of goods in Asia.
foreignpolicy.com
November 17, 2025 at 8:40 AM
The EU ceded far less than Japan, Malaysia, Cambodia & others in new US trade deals — but why Asia accepted such strict terms is unclear. Brussels should be wary if Washington brings similar demands to Europe, says @agathedemarais.bsky.social in @foreignpolicy.com
foreignpolicy.com/2025/11/12/t...
foreignpolicy.com/2025/11/12/t...
Reposted by ECFR Geoeconomics and Tech
America is eating Europe’s lunch again.
Solvay’s rare earth processing plant in France is a genuine strategic asset. It could have scaled to cover 30% of Europe’s needs.
But...
www.nytimes.com/2025/11/12/b...
Solvay’s rare earth processing plant in France is a genuine strategic asset. It could have scaled to cover 30% of Europe’s needs.
But...
www.nytimes.com/2025/11/12/b...
Europe’s Biggest Rare Earths Producer Forges U.S. Deals
www.nytimes.com
November 14, 2025 at 10:10 AM
America is eating Europe’s lunch again.
Solvay’s rare earth processing plant in France is a genuine strategic asset. It could have scaled to cover 30% of Europe’s needs.
But...
www.nytimes.com/2025/11/12/b...
Solvay’s rare earth processing plant in France is a genuine strategic asset. It could have scaled to cover 30% of Europe’s needs.
But...
www.nytimes.com/2025/11/12/b...
Reposted by ECFR Geoeconomics and Tech
Tentative alternative take - could the EU's best hope to counter China on CRMs entail joining forces with G7 allies? (also (a) does the US deal mean there would not be enough supply for EU plants if demand comes in and (b) could it be good for Europe to see EU firms deepen their global footprint?)
How depressing is this?
Europe’s top processor of rare earths materials said Wednesday it had forged new partnerships to strengthen supply chains in the United States, deals that come as Europe lags in the race to break China’s chokehold on rare earths
Europe’s top processor of rare earths materials said Wednesday it had forged new partnerships to strengthen supply chains in the United States, deals that come as Europe lags in the race to break China’s chokehold on rare earths
Solvay of Belgium Creates Rare Earths Deals With U.S.
The contracts are the latest sign of how Europe is lagging the United States in the race to break China’s chokehold on rare earths.
www.nytimes.com
November 14, 2025 at 11:38 AM
Tentative alternative take - could the EU's best hope to counter China on CRMs entail joining forces with G7 allies? (also (a) does the US deal mean there would not be enough supply for EU plants if demand comes in and (b) could it be good for Europe to see EU firms deepen their global footprint?)
Reposted by ECFR Geoeconomics and Tech
The new US trade deals with Japan, Vietnam, Malaysia & Thailand make for a compelling read - for @foreignpolicy.com I outline how, with these accords, Trump could force partners to invest in the US, give Washington a say over domestic affairs and decouple from China
Why Did Asian Countries Give Trump So Much on Trade?
The new deals contain unusual concessions that could change the flow of goods in Asia.
foreignpolicy.com
November 13, 2025 at 11:00 AM
The new US trade deals with Japan, Vietnam, Malaysia & Thailand make for a compelling read - for @foreignpolicy.com I outline how, with these accords, Trump could force partners to invest in the US, give Washington a say over domestic affairs and decouple from China
Reposted by ECFR Geoeconomics and Tech
🔔 Recuerda que también puedes volver a leer a @agathedemarais.bsky.social, Senior Policy Fellow de @ecfr.eu [ @ecfrgeotech.bsky.social ], en su Policy Brief “Surfeando la ola: una «gran y hermosa» estrategia económica europea para la era Trump 2.0”; disponible en español ⬇️
ecfr.eu/madrid/publi...
ecfr.eu/madrid/publi...
Surfeando la ola: una «gran y hermosa» estrategia económica europea para la era Trump 2.0
En mayo de 2025, el congresista republicano Warren Davidson presentó la Ley de Investigación del Síndrome de Trastorno por Trump, un proyecto de ley que ordena a los Institutos Nacionales de Salud de…
ecfr.eu
November 13, 2025 at 2:53 PM
🔔 Recuerda que también puedes volver a leer a @agathedemarais.bsky.social, Senior Policy Fellow de @ecfr.eu [ @ecfrgeotech.bsky.social ], en su Policy Brief “Surfeando la ola: una «gran y hermosa» estrategia económica europea para la era Trump 2.0”; disponible en español ⬇️
ecfr.eu/madrid/publi...
ecfr.eu/madrid/publi...
Reposted by ECFR Geoeconomics and Tech
Despite US tariff turmoil, global activity has proved quite resilient so far this year
• Efforts to make stocks ahead of tariffs, alongside US dollar depreciation, have played a role here
• Weaker greenback typically benefits emerging markets through boost for dollar-borrowers’ balance sheets
• Efforts to make stocks ahead of tariffs, alongside US dollar depreciation, have played a role here
• Weaker greenback typically benefits emerging markets through boost for dollar-borrowers’ balance sheets
November 7, 2025 at 11:01 AM
Despite US tariff turmoil, global activity has proved quite resilient so far this year
• Efforts to make stocks ahead of tariffs, alongside US dollar depreciation, have played a role here
• Weaker greenback typically benefits emerging markets through boost for dollar-borrowers’ balance sheets
• Efforts to make stocks ahead of tariffs, alongside US dollar depreciation, have played a role here
• Weaker greenback typically benefits emerging markets through boost for dollar-borrowers’ balance sheets
Reposted by ECFR Geoeconomics and Tech
¿Pragmatismo o rendición? Tuvo el placer de debatir sobre el impacto de la política económica de Trump en las economías europeas con Joaquín Almunia y Marta Blanco en Madrid - Lea más sobre nuestra conversación en este artículo de @elpais.com 👇 @ecfrmadrid.bsky.social
elpais.com/economia/202...
elpais.com/economia/202...
Almunia: “El acuerdo comercial con Estados Unidos ha sido una derrota sin paliativos de la UE”
El exvicepresidente de la Comisión Europea cree que el pacto ha descubierto las fragilidades políticas del proyecto comunitario, y llama a buscar socios más fiables
elpais.com
October 30, 2025 at 11:09 AM
¿Pragmatismo o rendición? Tuvo el placer de debatir sobre el impacto de la política económica de Trump en las economías europeas con Joaquín Almunia y Marta Blanco en Madrid - Lea más sobre nuestra conversación en este artículo de @elpais.com 👇 @ecfrmadrid.bsky.social
elpais.com/economia/202...
elpais.com/economia/202...
Reposted by ECFR Geoeconomics and Tech
2️⃣🎤 How should the European Union react to the economic pressure of the Trump 2.0 era?
🗣️ @agathedemarais.bsky.social (@ecfrgeotech.bsky.social) | Senior Policy Fellow, @ecfr.eu
🗣️ @agathedemarais.bsky.social (@ecfrgeotech.bsky.social) | Senior Policy Fellow, @ecfr.eu
October 30, 2025 at 2:05 PM
2️⃣🎤 How should the European Union react to the economic pressure of the Trump 2.0 era?
🗣️ @agathedemarais.bsky.social (@ecfrgeotech.bsky.social) | Senior Policy Fellow, @ecfr.eu
🗣️ @agathedemarais.bsky.social (@ecfrgeotech.bsky.social) | Senior Policy Fellow, @ecfr.eu
Reposted by ECFR Geoeconomics and Tech
🎤 Bienvenida:
· León De la Torre, Casa América
· Elena Rodríguez, @exterioresgob.bsky.social
👥 Intervienen:
· Joaquín Almunia, anteriormente en Comisión Europea; Competencia y Asuntos Económicos
· Marta Blanco, CEOE
· @agathedemarais.bsky.social, @ecfrgeotech.bsky.social
Modera: Carla Hobbs, ECFR
· León De la Torre, Casa América
· Elena Rodríguez, @exterioresgob.bsky.social
👥 Intervienen:
· Joaquín Almunia, anteriormente en Comisión Europea; Competencia y Asuntos Económicos
· Marta Blanco, CEOE
· @agathedemarais.bsky.social, @ecfrgeotech.bsky.social
Modera: Carla Hobbs, ECFR
October 26, 2025 at 10:48 AM
🎤 Bienvenida:
· León De la Torre, Casa América
· Elena Rodríguez, @exterioresgob.bsky.social
👥 Intervienen:
· Joaquín Almunia, anteriormente en Comisión Europea; Competencia y Asuntos Económicos
· Marta Blanco, CEOE
· @agathedemarais.bsky.social, @ecfrgeotech.bsky.social
Modera: Carla Hobbs, ECFR
· León De la Torre, Casa América
· Elena Rodríguez, @exterioresgob.bsky.social
👥 Intervienen:
· Joaquín Almunia, anteriormente en Comisión Europea; Competencia y Asuntos Económicos
· Marta Blanco, CEOE
· @agathedemarais.bsky.social, @ecfrgeotech.bsky.social
Modera: Carla Hobbs, ECFR