Supply chain ramifications can be massive. If there are more restrictions coming, this is an issue that affects the single market
A cascade of chips restrictions imposed by one single country could spell trouble for the whole EU, explains Tobias Gehrke
It’s in the [U.S.] interest to only have to deal with the Dutch rather than with the whole European Union
Sanctions alone cannot be effective, only as part of a more complex foreign policy strategy
The US economic strategy has been adjusted from the top down
his is an important narrative shift which acknowledges the growing risks around China’s already dominant position in key supply chains
The Net-Zero bill, and other reforms, are not solely about responding to the US IRA, but to China’s industrial strength too, Tobias Gehrke notes
The fragmentation of the international context undermines the universalist character of Davos
Europeans would start very small as more a proof of concept, seeing how it works for industry X and Y
It would be logical to first include semiconductor or high-tech companies, according to Tobias Gehrke
Globalisation may not end, but it may assume very different forms and no longer respond to economic logic alone
Arturo Varvelli’s op-ed on the status of globalization in the light of recent geopolitical upheavals
Buy American used to mean that only American companies were allowed to compete for government contracts. Now we are talking about the heart of industry and climate transition
In an interview, Tobias Gehrke talks about the IRA and the transatlantic trade conflict.
Seen in isolation, it is a problematic move the US is now taking, but in a larger perspective, boosting green industries could be positive for the entire globe
