HeyJaredCritical Supply
A newsletter on economic security, industrial policy, trade economics, and EU-US-China relations.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 23, 2026
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- Earliest in this view
- Jul 8, 2026
Latest issues
Xi Is Coming: Mineral and Chips Export Controls Loom (opens the original)
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Welcome back to Critical Supply, a newsletter on trade, economic security, and EU-U.S.-China relations. I’m Eduardo Castellet Nogués, the author of this newsletter and a Research Fellow at GLOBSEC.This week:Chips and Mineral Export Controls Loom Over U.S.-China Summit;China or the U.S.? AI Blocs Won’t Clash;Mexico: Caught in U.S. - China Rivalry.<a class="
Critical Supply: Enrico Letta on the Future of European Competitiveness (opens the original)
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In this special edition, Critical Supply is delighted to interview former Italian Prime Minister Enrico Letta to analyze the future of competitiveness. This week:Critical Supply interviews Enrico Letta on the future of European competitiveness;Will the New Arctic Trade Route Reshift Global Trade? Probably Not;Is Geopolitical Uncertainty Causing Sticky Inflation?Following a brief August recess, I return to writing before most of Europe deactivates their automatic “out of o
Critical Supply: The Transatlantic Summer Assignment (opens the original)
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Welcome back to Critical Supply, a newsletter on trade, economic security, and EU-US-China relations. I’m Eduardo Castellet Nogués, the author of this newsletter.Subscribe nowAs August passes through, inboxes on both sides of the Atlantic are filled with automatic replies promising a September answer. As Europeans enjoy the Costa Brava and Capitol Hill creatures spread over the globe, they might take this time to relax, but also think — what should the two capitals tackle
The Faults of Long-Term Thinking on Critical Minerals (opens the original)
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Welcome back to Critical Supply, a newsletter on trade, economic security, and EU-US-China relations. I’m Eduardo Castellet Nogués, the author of this newsletter.Subscribe nowThe debate over critical minerals is presenting long-term policies that do not alleviate the immediate concerns with this supply chain. As these goods continue to be weaponized by the People’s Republic of China, lawmakers should be thinking of short-term solu
Critical Supply: Is Pax Silica A New Economic Sphere? (opens the original)
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Happy 250th Birthday, America! As residents fled Washington, DC to avoid an impending heat wave, Undersecretary of State Jacob Helberg gathered 24 leaders for the second Pax Silica Summit. India, Japan, and Europe are linking defense ties, in doing so drawing criticism from Beijing and positive reviews from the private sector.Plus, Critical Supply wants to hear from you — if you have been reading the newsletter and have any thoughts or ideas, I would be happy to meet you and hear from you!<spa
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