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Posts by ECFR Geoeconomics and Tech

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Beijing hold’em: European cards against Chinese coercion – European Council on Foreign Relations Europe has a China problem and pretending otherwise is making it worse. Chinese cheap exports and a monopoly on rare earths are not just economic irritants, but

Chinas Monopol bedroht Europas Wirtschaft in den Bereichen saubere Technologien und Industrie. Die EU sollte eine wirksame „Eskalation zu Verhandlung“-Doktrin der wirtschaftlichen Abschreckung entwickeln, so @tobiasgehrke.bsky.social & Nina Schmelzer @ecfrgeotech.bsky.social ecfr.eu/publication/...

3 weeks ago 2 3 0 0
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Russia’s Sanctions-Busting Cryptocurrency Empire A Kremlin-backed fintech company is linked to massive trade in dual-use goods.

What do Kyrgyzstan, a Moldovan oligarch and Russian bank Promsvyazbank have in common? For @foreignpolicy.com I explore how Russia has set up an entire cryptocurrency network, A7A5, to circumvent sanctions—with links to all of the above and a $93bn turnover in 2025
foreignpolicy.com/2026/03/31/r...

3 weeks ago 57 31 1 3
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Why China, not Russia, could be the real winner of the Iran war – European Council on Foreign Relations Russia’s oil bonanza will hardly bridge its huge fiscal gap. China’s current pains are real, but its gains could last.

With oil prices surging, Moscow looks like the main winner from the Iran war - Yet this is only part of the story: for @ecfr.eu I outline how higher oil prices won't bridge Russia's fiscal gap and why Hormuz's closure vindicate China's electrification and clean tech bets
ecfr.eu/article/why-...

3 weeks ago 28 14 1 0
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It’s Official: Trump’s Tariffs Have Failed Americans are paying, reindustrialization isn’t happening, and China profits.

All eyes are set on U.S. President Donald Trump’s escalating war against Iran, but on the home front, things are not going well. Americans are paying, reindustrialization isn’t happening, and China profits. Read the latest piece by @agathedemarais.com on Foreign Policy.

https://bit.ly/4spsPqz

4 weeks ago 8 11 1 1
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The war in Iran could trigger a global food shock
• More than 1.1mn tonnes of fertiliser and fertiliser inputs is currently stuck in the Gulf
• Shortages are starting during northern hemisphere’s planting season, raising the risk of lower harvests for staples like rice
www.ft.com/content/1054...

1 month ago 1363 752 43 250
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From shield to sword: Europe’s offensive strategy for the hybrid age – European Council on Foreign Relations Europe’s defensive measures to shield its democracies from hybrid attacks are no longer enough. If Europeans want to protect their peace and prosperity, the tim

As of now, Russia poses the gravest threat to peace and democratic governance in Europe and its neighbourhood. Europe should go on the offensive in the informational, cyber, financial and kinetic domains. @ecfr.eu @ecfrgeotech.bsky.social @ecfreuropeansec.bsky.social
Read more 📖👇️

1 month ago 4 3 1 0
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🔑 «Soberanía Tecnológica Europea: valores humanos y retos geopolíticos»

👥 @jitorreblanca.bsky.social (@ecfrgeotech.bsky.social) y José M. Areilza (@aspeninstitute.bsky.social), moderado por Ignacio Gomá (KREAB)

👨🏼‍💻 Desarrollo de capacidades tecnológicas en consonancia con los valores europeos y DDHH

4 weeks ago 1 1 1 0
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Russia is main beneficiary of Iran war-fuelled spike in oil prices
• Rise in crude prices gives Kremlin breathing room after recent slump in oil revenues
• Yet Moscow could struggle to boost exports amid drone attacks in Black Sea ports & sea ice in Baltic terminals
www.bloomberg.com/news/article...

1 month ago 46 27 3 2
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The electric endgame: Europe’s clean path out of vassalage – European Council on Foreign Relations The geoeconomic power of the future will be shaped by climate policy. Countries that play the right moves in regulation, clean-tech production and climate finan

The geoeconomic power of the future will be shaped by climate policy. Countries that play the right moves in regulation, clean-tech production & climate finance today will win in the electrified world of tomorrow. @alberto-rizzi.bsky.social @ecfrgeotech.bsky.social
ecfr.eu/publication/...

1 month ago 14 11 1 2
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👥 Participan @jitorreblanca.bsky.social, Senior Adviser & Distinguised Policy Fellow en @ecfrgeotech.bsky.social, y José M. de Areilza Carvajal, Secretario General de ASPEN Spain @aspendigital.bsky.social

👉🏽 Estará moderada por Ignacio Gomá Garcés, socio de Asuntos Públicos en Kreab España

1 month ago 1 1 1 0
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Capability club: How the EU can lead the fight for AI middle powers – European Council on Foreign Relations India’s AI Impact Summit is an opportunity for the EU to seek new partnerships with other middle powers on AI development and infrastructure

📱 «CLUB DE CAPACIDADES: CÓMO LA UE PUEDE LIDERAR LA LUCHA POR LAS POTENCIAS MEDIAS EN IA»

📝 @giorgosverdi.bsky.social [ @ecfrgeotech.bsky.social ]

🫱🏻‍🫲🏾 Debe aliarse con potencias medias ante 🇺🇸-🇨🇳, con oportunidad en la Cumbre de Impacto de la IA de la 🇮🇳

🔗 Léelo aquí ⬇️
ecfr.eu/article/capa...

2 months ago 1 1 1 0
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Calling Paris and Washington: Three areas for G7-G20 collaboration in 2026 – European Council on Foreign Relations France’s G7 presidency coincides with an American-led G20. Paris will not find it easy to collaborate with the Trump administration, but it can still find meani

As France starts its G7 presidency, collaboration with the US G20 presidency won't be smooth sailing - yet not hope is lost and as I argue for @ecfr.eu the French may yet find a willing partner in the US in three areas: economic security, development aid and critical minerals
ecfr.eu/article/call...

2 months ago 11 5 1 0
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Odds of a mining bonanza in Greenland are abysmally low
• Getting mine running in Arctic can cost 2-3 times as much as equivalent project at lower latitudes
• Island’s two big rare-earth projects have been plagued by difficulties and have yet to start operations
www.economist.com/briefing/202...

2 months ago 132 56 6 8
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Agriculture is only a tiny part of EU-Mercosur free-trade agreement
• EU tariff cuts on Mercosur-made meat will apply only to small share of European imports
• Real economic rationale of deal could lie in industrial and services trade, as well as mineral products
www.economist.com/europe/2026/...

3 months ago 38 16 1 4
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Keep ice cool: How Europeans should respond to Trump’s Greenland tariff threats  – European Council on Foreign Relations Rather than panicking or posturing, European leaders should prioritise EU unity, pinpoint their leverage and consider buying time

Europe has no good options to respond to Trump's tariff threats over Greenland - in my latest for @ecfr.eu I outline five principles that Brussels and EU capitals may want to keep in mind when sketching out next steps (spoiler: ditch moot threats and focus on services trade)
ecfr.eu/article/keep...

3 months ago 40 24 4 2
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Keep ice cool: How Europeans should respond to Trump’s Greenland tariff threats  – European Council on Foreign Relations Rather than panicking or posturing, European leaders should prioritise EU unity, pinpoint their leverage and consider buying time

"Trump could conceivably change his mind over the urgency of the Greenland issue at any moment", writes @agathedemarais.com. Here are five principles European policymakers should keep in mind as they respond to Trump’s threats.
@ecfrpower.bsky.social @ecfrgeotech.bsky.social
https://bit.ly/4a2xnwh

3 months ago 4 5 0 2
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Trump’s Three Options to Turn the Screws on Europe As the trade imbalance widens, European leaders need to prepare for likely retaliation.

The US now records its largest goods trade deficit with the EU, not China - paving the way for (more) transatlantic rows
In my latest column for @foreignpolicy.com I outline three wild cards for US-EU ties in 2026: the fate of the US dollar, defence expenses and US-Russia business deals

3 months ago 24 20 1 2
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Seven things to know about the EU’s €90bn loan to Ukraine – European Council on Foreign Relations Ukraine receives a vital lifeline, but it is not coming from immobilised Russian reserves.

What can we make of the EU decision to issue a €90bn loan to Ukraine - without tapping into Russia's immobilised reserves? In my latest piece for @ecfr.eu I outline seven takeaways from the decision and why there is (much) more to it than meets the eye [Thread - 1/9]
ecfr.eu/article/seve...

4 months ago 77 44 1 7
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Seven things to know about the EU’s €90bn loan to Ukraine – European Council on Foreign Relations Ukraine receives a vital lifeline, but it is not coming from immobilised Russian reserves.

Sieben Dinge, die man über den 90 Milliarden-Kredit für die Ukraine wissen sollte - @agathedemarais.bsky.social (@ecfrgeotech.bsky.social) dröselt die Entscheidung des Europäischen Rates auf
ecfr.eu/article/seve...

4 months ago 2 1 0 0
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6 Trump Lessons for Global Leaders in 2026 FP columnists on how the world could handle the new Washington.

"One word best captures the grim strategic calculus the U.S. allies now confront: porcupine. ", writes @jamescrabtree.bsky.social, a visiting fellow of ECFR in the @foreignpolicy.com @ecfrgeotech.bsky.social

Read the full text here:
https://bit.ly/49hSV6D

3 months ago 2 1 0 1
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The EU’s Playbook for Trump One of six FP columnists on how the world could handle the new Washington in 2026.

"In 2026 European leaders will have ample opportunity to refine their playbook for managing Trump.", writes @agathedemarais.bsky.social, a senior policy fellow on geoeconomics and Tech, in the @foreignpolicy.com. Read the full text @ecfrgeotech.bsky.social

https://bit.ly/3YQEaml

3 months ago 3 4 0 0
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Europe must urgently build an independent “EuroStack”of critical technologies — or risk foreign powers weaponising its digital dependencies, argues @giorgosverdi.bsky.social in a new report out today. A 🧵

4 months ago 47 16 2 3

Time to get over your X, Europe! Our new policy brief from @giorgosverdi.bsky.social warns that the European Union must urgently develop an independent “EuroStack” of critical technologies to solve the reliance from American tech. @ecfrgeotech.bsky.social
https://bit.ly/48ZLCBA

4 months ago 14 10 1 0
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Understanding the EU’s new economic security playbook The EU’s new economic security communication is a step in the right direction. If Europe wants to be a geoeconomic actor instead of a mere geoeconomic battleground, it must evolve from being a risk…

What to make of the EU's latest economic security proposals

A few thoughts for @ecfr.eu

ecfr.eu/article/unde...

4 months ago 7 3 0 1
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Understanding the EU’s new economic security playbook The EU’s new economic security communication is a step in the right direction. If Europe wants to be a geoeconomic actor instead of a mere geoeconomic battleground, it must evolve from being a risk…

The EU’s new economic security communication is a step in the right direction. If Europe wants to be a geoeconomic actor instead of a mere geoeconomic battleground, it must evolve from being a risk manager and become a power broker, writes @tobiasgehrke.bsky.social

https://bit.ly/446JjKc

4 months ago 6 3 0 0
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Thrown under the omnibus: How the EU’s digital deregulation fuels US coercion The EU has proposed simplifying and softening its digital regulation. This will only make the bloc more vulnerable to the coercion of America’s big tech firms.

1/ The new “digital omnibus package” presented on 24 November aims to simplify EU digital rules — but what looks like deregulation may actually hand power to US Big Tech and expose Europe to coercion.  ecfr.eu/article/thro...

4 months ago 16 5 1 0
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Così Putin vuole bloccare i fondi per l'Ucraina. Le esche e le trappole del Cremlino: «Altrimenti Kiev potrebbe resistere altri 2 anni» I beni russi bloccati dai Paesi del G7 sono circa 300 miliardi di dollari, e tre quarti sono in Europa. Con i 140 miliardi di euro promessi dall'Ue Kiev potrebbe resistere per altri due anni. Per…

🇺🇦 "Trump potrebbe ricorrere a minacce sui dazi contro l’UE per sbloccare gli asset russi congelati" Il commento di @agathedemarais.bsky.social, Direttrice di @ecfrgeotech.bsky.social e Senior Policy Fellow, al Corriere della Sera
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4 months ago 2 1 0 0
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📣Join us in Berlin next Tuesday to discuss Europe's response to Trumponomics with @agathedemarais.bsky.social!

Register here: ecfr.eu/event/a-big-...

4 months ago 4 2 0 0

Feels like the strategic autonomy debate all over again these days: endless scoping, definitions, etymology debates.

Let's just focus on solving a threat: Call an emergency on REEs, put all possible trade and security (3Ps) on the table, see how each could help solve the emergency, and go implement

4 months ago 9 5 0 0
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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…

How China could crash Europe’s energy grid and what the EU can do about it | @tobiasgehrke.bsky.social @ecfr.eu
ecfr.eu/article/how-...

4 months ago 5 3 0 1