Evgenia Passari
@evgeniapassari.bsky.social
Associate professor in Financial Economics, Université Paris Dauphine-PSL, CEPR Research Affiliate. International Macroeconomics & Finance, Political Economy, Geoeconomics, Commodities
https://sites.google.com/site/evgeniapassari/
🇬🇷🇫🇷🇬🇧
https://sites.google.com/site/evgeniapassari/
🇬🇷🇫🇷🇬🇧
Reposted by Evgenia Passari
More rare earths depression for Europe. It's too slow so US rivals getting supplies first
“If we look at how long it takes us on average to sell, say, a ton of terbium to a European partner, we’re talking 3-4 weeks; with the Americans it’s more 3-4 days"
“If we look at how long it takes us on average to sell, say, a ton of terbium to a European partner, we’re talking 3-4 weeks; with the Americans it’s more 3-4 days"
US Firms Are Snapping Up the Rare Earths Europe Needs to Rearm
As Europe embarks on a historic rearming effort, its defense companies are scrambling for a vital component in high-tech weapons: rare earth minerals, which more nimble US rivals are scooping up.
www.bloomberg.com
December 2, 2025 at 7:49 AM
More rare earths depression for Europe. It's too slow so US rivals getting supplies first
“If we look at how long it takes us on average to sell, say, a ton of terbium to a European partner, we’re talking 3-4 weeks; with the Americans it’s more 3-4 days"
“If we look at how long it takes us on average to sell, say, a ton of terbium to a European partner, we’re talking 3-4 weeks; with the Americans it’s more 3-4 days"
Reposted by Evgenia Passari
Dimitris Malliaropulos, @evgeniapassari.bsky.social, & Filippos Petroulakis analyse more than one million Reuters news articles and find that text-based indicators of supply and demand disturbances significantly enhance #inflation forecasting accuracy.
cepr.org/voxeu/column...
#EconSky
cepr.org/voxeu/column...
#EconSky
September 19, 2025 at 8:00 AM
Dimitris Malliaropulos, @evgeniapassari.bsky.social, & Filippos Petroulakis analyse more than one million Reuters news articles and find that text-based indicators of supply and demand disturbances significantly enhance #inflation forecasting accuracy.
cepr.org/voxeu/column...
#EconSky
cepr.org/voxeu/column...
#EconSky
Reposted by Evgenia Passari
📣 Today at #EEA2025 Congress @bsebordeaux.bsky.social @univbordeaux.bsky.social, we are pleased to be listening to Helene Rey @helene-rey.bsky.social (London Business School)
discuss Geoeconomics and Strategic Minerals for the Green Transition
discuss Geoeconomics and Strategic Minerals for the Green Transition
August 27, 2025 at 9:42 AM
📣 Today at #EEA2025 Congress @bsebordeaux.bsky.social @univbordeaux.bsky.social, we are pleased to be listening to Helene Rey @helene-rey.bsky.social (London Business School)
discuss Geoeconomics and Strategic Minerals for the Green Transition
discuss Geoeconomics and Strategic Minerals for the Green Transition
Determinants and consequences of populism still in vogue. Featuring our 2018 Brookings paper with Sergei, Elias and Yann.
Opinion: In the latest Free Lunch newsletter, Joel Suss shows how real per capita GDP declines by more than 10% in countries after 15 years of populist leadership compared with a non-populist counterfactual on.ft.com/3JNxSQ5
August 25, 2025 at 7:55 AM
Determinants and consequences of populism still in vogue. Featuring our 2018 Brookings paper with Sergei, Elias and Yann.
Reposted by Evgenia Passari
Reposted by Evgenia Passari
In 2014, half of Greece's electricity was generated by coal.
A decade later, that share has fallen to just 6%.
A decade later, that share has fallen to just 6%.
July 5, 2025 at 2:22 PM
In 2014, half of Greece's electricity was generated by coal.
A decade later, that share has fallen to just 6%.
A decade later, that share has fallen to just 6%.
Looking forward to the 8th edition of the Dauphine Finance PhD Workshop, this year orginized jointly with the @cepr.org with the kind support of Labex Louis Bachelier. Fantastic papers and keynote lecture by Wenxin Du. Register by e-mail at [email protected] by July 4th!
June 17, 2025 at 12:13 PM
Looking forward to the 8th edition of the Dauphine Finance PhD Workshop, this year orginized jointly with the @cepr.org with the kind support of Labex Louis Bachelier. Fantastic papers and keynote lecture by Wenxin Du. Register by e-mail at [email protected] by July 4th!
Looking forward to seeing you at our upcoming "Tech 4 Finance: AI and Blockchain" Conference, organized by Chaire Fintech Dauphine on May 19-20, 2025 at @univdauphine.bsky.social. Link to the program and registration: dauphine.psl.eu/en/fintech-c... Keynote by @dimitrispapan.bsky.social
April 30, 2025 at 1:49 PM
Looking forward to seeing you at our upcoming "Tech 4 Finance: AI and Blockchain" Conference, organized by Chaire Fintech Dauphine on May 19-20, 2025 at @univdauphine.bsky.social. Link to the program and registration: dauphine.psl.eu/en/fintech-c... Keynote by @dimitrispapan.bsky.social
4 days to apply to the 8th Dauphine Finance PhD Workshop joint with the @cepr.org ! @univdauphine.bsky.social
April 23, 2025 at 6:28 AM
4 days to apply to the 8th Dauphine Finance PhD Workshop joint with the @cepr.org ! @univdauphine.bsky.social
Reposted by Evgenia Passari
A senior automotive executive described China’s latest export controls on rare earth minerals as a 7 or 8 on a scale of 1 to 10 in terms of severity.
on.ft.com/42ujjqk
on.ft.com/42ujjqk
China’s rare earths controls prompt fears of auto shortages and shutdowns
Traders and executives warn of limited inventories and a risk of disruption to automotive production
on.ft.com
April 20, 2025 at 6:01 AM
A senior automotive executive described China’s latest export controls on rare earth minerals as a 7 or 8 on a scale of 1 to 10 in terms of severity.
on.ft.com/42ujjqk
on.ft.com/42ujjqk
Reposted by Evgenia Passari
It's kind of telling that Trump thought he was punishing China by making it prohibitively expensive for American manufacturers to buy critically important inputs, and China countered by making it impossible for American manufacturers to buy critically important inputs
www.nytimes.com/2025/04/13/b...
www.nytimes.com/2025/04/13/b...
China Halts Critical Rare Earth Exports as Trade War Intensifies (Gift Article)
Beijing has suspended exports of certain rare earth minerals and magnets that are crucial for the world’s car, semiconductor and aerospace industries.
www.nytimes.com
April 14, 2025 at 12:40 AM
It's kind of telling that Trump thought he was punishing China by making it prohibitively expensive for American manufacturers to buy critically important inputs, and China countered by making it impossible for American manufacturers to buy critically important inputs
www.nytimes.com/2025/04/13/b...
www.nytimes.com/2025/04/13/b...
The call for the 8th Dauphine Finance PhD Workshop joint with the @cepr.org is out! Submit your best work by the 27th of April via the CEPR platform and see you in Paris in July. Excited to host Wenxin Du who will be delivering the keynote address. @univdauphine.bsky.social
April 1, 2025 at 10:25 AM
The call for the 8th Dauphine Finance PhD Workshop joint with the @cepr.org is out! Submit your best work by the 27th of April via the CEPR platform and see you in Paris in July. Excited to host Wenxin Du who will be delivering the keynote address. @univdauphine.bsky.social
Reposted by Evgenia Passari
New @kiel.institute Policy Brief (with @filpet4.bsky.social): How are capital markets reacting to Germany's proposed €500bn infrastructure investment + defense spending boost? Surging Bund yields reflect growth optimism, not default concerns -- in contrast to the UK's 2022 Truss episode.
In Merz We Truss: Financial Market Reaction to Germany’s Fiscal Package | Kiel InstituteMenu
• This study analyzes capital market reactions to Germany’s recent announcement of loosening fiscal restrictions for defense and state-level spending, while establishing a €500 billion infrastructure ...
www.ifw-kiel.de
March 7, 2025 at 12:46 PM
New @kiel.institute Policy Brief (with @filpet4.bsky.social): How are capital markets reacting to Germany's proposed €500bn infrastructure investment + defense spending boost? Surging Bund yields reflect growth optimism, not default concerns -- in contrast to the UK's 2022 Truss episode.
Reposted by Evgenia Passari
✍️Despite being the world's biggest oil producer, America is v reliant on Canadian oil. And getting MORE reliant, not less.
So what happens when tariffs get imposed on Canada?
The answers are quite unsettling, for the American people... and for everyone else edconway.substack.com/p/america-st...
So what happens when tariffs get imposed on Canada?
The answers are quite unsettling, for the American people... and for everyone else edconway.substack.com/p/america-st...
America still needs Canadian oil. Here's why
And why the tariffs on Canada could plausibly lead to America doing deals with considerably more shady countries. A dive into the weird and wonderful world of heavy oil
edconway.substack.com
February 2, 2025 at 5:35 PM
✍️Despite being the world's biggest oil producer, America is v reliant on Canadian oil. And getting MORE reliant, not less.
So what happens when tariffs get imposed on Canada?
The answers are quite unsettling, for the American people... and for everyone else edconway.substack.com/p/america-st...
So what happens when tariffs get imposed on Canada?
The answers are quite unsettling, for the American people... and for everyone else edconway.substack.com/p/america-st...
New Bank of Greece Working Paper with @[email protected] and Dimitris Malliaropulos. A festive 🧶
December 30, 2024 at 1:16 PM
New Bank of Greece Working Paper with @[email protected] and Dimitris Malliaropulos. A festive 🧶
Reposted by Evgenia Passari
The most hopeful chart in the world - and its evil twin edconway.substack.com/p/the-most-h...
The Most Hopeful Chart in the World
And its evil twin...
edconway.substack.com
December 19, 2024 at 8:42 AM
The most hopeful chart in the world - and its evil twin edconway.substack.com/p/the-most-h...
Also, big discussion about AI’s energy needs in the inaugural workshop of CEPR’s AI RPN @cepr.org, CEPR Paris Symposium
The rise of artificial intelligence will drive a surge in electricity demand that’ll initially be met by fossil fuels, before nuclear replaces that source, the head of a body advising Japan’s top utility said.
Fossil Fuels Initially Needed for AI Boom, Nuclear Expert Says
The rise of artificial intelligence will drive a surge in electricity demand that’ll initially be met by fossil fuels, before nuclear replaces that source, the head of a body advising Japan’s top util...
www.bloomberg.com
December 12, 2024 at 10:26 AM
Also, big discussion about AI’s energy needs in the inaugural workshop of CEPR’s AI RPN @cepr.org, CEPR Paris Symposium