www.whitehouse.gov/fact-sheets/... "China will take appropriate measures to ensure the resumption of trade from Nexperia’s facilities in China, allowing production of critical legacy chips to flow to the rest of the world." Want het had niets met de VS te maken... 🧐

Last poll in the Netherlands 🇳🇱 before today's election appears to suggest a neck-to-neck race between PVV, D66, GroenLinks/PvdA and CDA. BUT... always read the fine-print: Only 26% of the Dutch electorate knew for certain what they would vote on the eve of the election! Lots could still change.

Fun fact: 🇳🇱 The Netherlands exports more goods to either Germany, Belgium or France individually, than it does to the United States 🇺🇸 and China 🇨🇳 *combined* #internalmarketmatters

Volvo and VW warn Nexperia battle risks triggering factory shutdowns - on.ft.com/47a3nNS via @FT The problem with chips shortages is that they hit a diverse range of components producers, which sell to a diverse set of car manufacturers. So the real impact is not yet clear.

Shock by-election result in Wales Take a look at Reform, Lab and Tories. Major shift in electoral preferences. Harbinger for nation-wide shifts?

Pretty astonishing, when you think about it. One of the world's most open economies and one of the countries most dependent on global trade, the Netherlands, has triggered a substantial supply chain disruption in the global car industry Yes, its hand was forced, but still...

Nexperia’s China unit says staff can ignore orders from Dutch headquarters - on.ft.com/3Li2FoW via @FT Escalatory, but predictable statement, from the Chinese. Imagine if the shoe was on the other foot and the Chinese government (de facto) nationalised a European firm? How would we react?

www.nytimes.com/2025/10/16/b... "The Dutch government's takeover of #Nexperia was "a clear example of how the American rule harms the legitimate rights and interests of Chinese companies", a Chinese ministry spokesperson said. Well, so much for the Chinese belief in Dutch autonomy...

🚨 Publication Alert 🚨 Standards are key to economic security, boosting competitiveness and promoting trade, but the system is fragile How are geopolitical developments impacting the EU's standard-setting process and how should the system adjust? www.clingendael.org/publication/...

US demands EU dismantle green regulations in threat to trade deal - on.ft.com/3WrYfhH via @FT

Lots of talk in Brussels today whether "it's a bubble, or not" #AI

Mark Rutte marks one year as head of NATO. "His ability to effectively deal with internal tensions and political fissures is proven'', says @remkorteweg.bsky.social to @terischultz.bsky.social. ''The problem is: We don't know how durable this is.'' www.dw.com/en/how-has-m...

Just came out of a corporate meeting where #Volvo was explicitly included in a list of Chinese EV manufacturers Sign of the times 🤷🏻‍♂️

www.wsj.com/economy/trad... 1:1 ratio for imported and domestically-produced semicomductors (And yes, tariffs are the enforcement mechanism)

Meaningful step (and about time) www.reuters.com/world/china/...

www.nytimes.com/2025/09/20/w... With quotes from yours truly. It's always good to talk to @stevenerlanger.bsky.social

Important development for European economic security EU consolidates export control powers to bypass Russia - on.ft.com/3IquI4y via @FT

Europe drags its heels on Draghi plan as global rivals surge - on.ft.com/46fjWYh via @FT

Helemaal terecht dat Warschau artikel 4 van het NAVO-verdrag inroept na de Russische drones in Polen Sterker nog, het zou pas verrassend zijn als Polen het niet had gedaan...

The 'Global South' is a horrible term and should be banned in European capitals: It is geopolitically juvenile Diplomatically foolish Economically ill-informed and Strategically counterproductive

Chinese exports are finding a safe haven in Europe, it seems

www.ewmagazine.nl/blog/2025/09... De Wever's speech in Amsterdam deserves a bigger audience with calls for a stronger EU on migration, defence, internal market and critical minerals. He also pitched tighter integration among the Benelux countries to spearhead European leadership. Translate & Read

Time to pass both deals www.politico.eu/article/euro...

Great chart from WaPo. Print it out. Next time someone says EU carmakers are doomed because Tesla was born in a garage and embodies US business acumen they can’t match, remind them the story is incomplete. Musk’s rise was fuelled by $38 billion in gov contracts, loans, subsidies & tax credits.

"Trump views the war in Ukraine through the lens of imperial policy, not foreign policy. It concerns Europe, not Russia. How should the wealthy European domains be ruled? First goal: get them to pay for the border wars" Written in Feb, all the more topical today www.newstatesman.com/internationa...

The Trump administration is in talks with Intel to have the US government potentially take a stake in the beleaguered chipmaker, helping support the company’s effort to expand domestic manufacturing

Hello export tariffs! Nvidia and AMD to pay 15% of China chip sale revenues to US government - on.ft.com/4lji4lj via @FT

Swiss urged to bring Fifa chief off bench in Donald Trump tariff row - on.ft.com/4lh2yX9 Looking forward to the next round of EU-US trade talks with the EU's new lead negotiator, Cristiano Ronaldo (This is desperate stuff, Switzerland)

"...the days of Europe as a political bogeyman may be on the wane and politicians might find themselves pushed on how they’ll build a more constructive relationship with Europe" www.thetimes.com/uk/politics/...

Trump's tariff policy is a mix of genuine concerns about existing terms of trade, ambitions to reindustrialise the US, see-what-you-can-get dealmaking, random tariff adjustments, economic coercion to push foreign policy goals (see India and Canada) and political-ideological punishment (see Brazil)

How the EU succumbed to Trump’s tariff steamroller - on.ft.com/4553Dv5 via @FT

En, het werd 15%...

🚨EU sources say deal done with Trump in Scotland

Anyone who thinks that a 'deal', should one emerge in Scotland this afternoon between the EU and US, will be the end of Trumpian tariff threats towards Europe, has not been paying attention over the past 6 months

Normandy coast channelling its inner #Rothko

Out for lunch (for a couple of weeks)

Goed om met Peter Giesen @volkskrant.nl gesproken te hebben over de opstelling van de EU in de tariefstrijd met Washington www.volkskrant.nl/buitenland/t...

So the US-Japan FTA has a quarterly review clause with snapback tariffs???

This is quite the interview. Lutnick on what the Trump administration says it has agreed with Japan. www.cnbc.com/2025/07/24/c...

www.theguardian.com/us-news/2025... This effectively means EU steelmakers will stop being able to produce for export. And we will hear increasing calls for the EU to start shielding its own market from imports. It will be interesting to see if any connection is made to CBAM in any US-EU deal

US and EU close in on 15% tariff deal - on.ft.com/44XDJt5 via @FT

US-Japan trade deal looks pretty decent for Tokyo at first glance: US tariffs agreed at 15%, down from 25% No limit on Japanese car exports to US at 15% rate No tariff reduction for US access to Japanese ag Makes one wonder what the EU might achieve... www.linkedin.com/posts/ken-mo...

Canada, Mexico and Spain...