European democracies, threatened by Putin’s war on Ukraine and Trump’s designs on Greenland, are ramping up defense spending. But China’s strong grip on critical minerals can bring Europe’s rearmament to a grinding halt. My latest for @thewirechina.bsky.social www.thewirechina.com/2026/01/25/t...

Germany’s failed offshore wind auction highlights the cost and risk pressures on developers. Minister now calling for change in auction system. In my briefing with @lukepatey.bsky.social, we looked at the issue of negative bidding & its impact on competitive landscape. 🔗 ecfr.eu/publication/...

Last gasp: In their latest publication, @byfordt.bsky.social and @lukepatey.bsky.social lay out a path forward for Europe’s wind industry to reduce its dependence on China. 🧵

Europe’s pioneering wind turbine manufacturers are grappling with Chinese competition at home and abroad – but it is not too late to them. New @ecfr.eu policy brief with @byfordt.bsky.social ecfr.eu/publication/...

Rare earth magnets are at the center of the US-China trade war - with Beijing leveraging its control of world production to bring the US car industry to its knees. One Japanese scientist may have the answer to reduce China’s advantage. @thewirechina.bsky.social www.thewirechina.com/2025/06/29/m...

From rule of law to rule of man in America? www.ft.com/content/0ec0...

NEW @euiss.bsky.social REPORT🚨: Current EU policies to de-risk raw material supply chains are moving far too slowly Nine additional EU and partner policies can fully de-risk gallium, germanium, and rare earth value chains by 2030! Our workshop outcomes... www.iss.europa.eu/sites/defaul...

Trade balances beware, corporate claims of 'in China, for China' are looking increasingly dubious. www.reuters.com/business/aut...

The Trump-effect: the US-President's tariffs and threats of annexation are reversing the downfall of Canada's ruling center-left Liberal party. The upcoming national election will no longer be a blow-out for the Conservatives. www.axios.com/2025/03/05/t...

Trump may want Greenland's valuable resources, but China dominates the processing of critical minerals essential for EVs, wind turbines, and other green and digital technologies. My comments to @politiken.dk politiken.dk/internationa...

The European Union's Anti-Coercion Instrument was originally conceived to deal with these types of threats during the first Trump presidency. www.bloomberg.com/news/newslet...

Some things look so unlikely as to be impossible—until they happen. Groundwork for was laid earlier this year, but, still, more evidence of profound structural change under way in global auto industry in face of Chinese EV challenge etc.

With cratering market share in China, and EU tariffs eating into its Chinese production base, the question facing Volkswagen is increasingly existential: Can the German automaker survive in China and still thrive at home? @lukepatey.bsky.social reports. https://buff.ly/3BI0nLo

China looms over talks between Volkswagen & its trade union. VW is hyper-dependent on the Chinese market, where it once made 50% of its global profits. Today sales are plummeting there & VW wants to downsize in Germany. But it is also gearing up for a global battle against its Chinese rivals 🧵

It was a pleasure to join @kaiserkuo.bsky.social on his podcast to talk about my research! I’ve been a long time lister and really enjoyed the conversation!

Most foreign automakers are cutting & running from China, but not Volkswagen. My latest for @thewirechina.bsky.social explores how VW is fighting battles on multiple fronts to survive in China & thrive in a global automative industry under transformation. thewirechina.com/2024/12/15/l... @diis.dk

The European Union needs a China contingency. A possible Taiwan crisis will not only disrupt trade in advanced semiconductor chips, but also put China-centered green supply chains for EVs, solar panels & wind turbines at risk. A new DIIS policy brief: www.diis.dk/en/research/...