Analysis of the global economy, international trade, energy markets, economic diplomacy, development, sanctions, financial policy, and the economic forces shaping international relations.
Europe’s hybrid-car bargain with Beijing bought time but not balance. The EU’s future as a geoeconomic actor now depends on two tasks. It must turn its single market into a credible bargaining tool. It must also shrink the chokepoints China holds over it. On 9 October 2026, EU Trade Commissioner Maroš Šefčovič left Beijing with…
India’s policy on imported crude oil has made energy security inseparable from its foreign policy. With nearly 89% of its crude requirements met through imports, New Delhi must balance affordable supplies against the geopolitical risks of its energy relationships. That policy balancing has become more complicated following Washington’s October 2026 executive order establishing additional tariff…
The global economy depends on shipping routes that often receive little attention until they are threatened. When a major route is disrupted, the effects are not confined to the sea. They can spread across countries, affecting fuel prices, transportation costs, trade and industrial activity. The Strait of Hormuz is one of the clearest examples of…