HeyJaredGeoeconomic
Cornel Ban, associate prof at Copenhagen Business School and fellow at Boston University's China Initiative at the Global Development Program.
- Indexed issues, last 90 days
- 10
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- Sep 28, 2026
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- Jul 22, 2026
Latest issues
How to save 10 billion (over 5 years) only to lose 45 billion (a year) (opens the original)
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“Come on “said my beautifully clothed train companion, in beautifully accented English, “of course the Chinese check mate us to a stalemate on everything. Their state spend like nuts on subsidies. Because they can. Our system was not designed for this. We can’t just ask the state or the EU to subsidize like they do in China. Even if we wanted to, and, as a French dirigiste I am all for it, we just don’t have that kind of money at the disposal of the state. We stupidly gave up on large state-owne
Greentech geopolitics is kneecapping decarbonisation (opens the original)
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For the ten years from Copenhagen to Glasgow‚ the entire architecture of climate policy was based on a single‚ stated bet: if governments subsidized deployment hard enough‚ learning curves would do the rest․ Cheap renewables were not some hoped-for spillover from climate policy; it was the policy․ Because Germany’s feed-in tariffs were credited with getting the price of photovoltaics down for the whole world‚ for instance, every IPCC pathway‚ every net-zero scenario‚ assumed that somewhere‚ some
Big Oil and China’s Sea of Shards (opens the original)
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Stand on the muddy shoreline of Dongying, where the Yellow River spills into the Bohai Sea, and look east. At first the horizon looks the way it always dulled the eye: grey water, grey sky, the occasional fishing boat. But if you fly above it, row after row of solar panels stretch out across the shallows, tilted toward the sun, humming with an output that could light a mid-sized city. This is the largest open-sea solar plant on Earth, and it is only one piece of a far bigger story. Fly further,
Beijing Calls Time on the Chinese EV Industry’s Approach to Labor and Environmental Rules Abroad (opens the original)
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Pálma Polyák’s recent work provides a useful way to understand the next phase of China’s electric-vehicle expansion. The question is no longer simply whether Chinese EV and battery companies will manufacture outside China. They increasingly will. The harder question is what kind of localization they will produce. Polyák distinguishes between higher-road industrialization, in which foreign investment generates decent jobs, technological capabilities and environmentally sustainable production, and
The Democrats’ experts are uber-hawkish on China. But the “allied scale” thesis is a tough pitch (opens the original)
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What would a non-Trumpian world economic and China policy look like? The mandarins of the Democratic Party have been busy at work these past few months and the picture is increasingly clear: it will be between the red pill of a hostile trade war under deterrence (“managed competition theory”) yet without radically altering the building blocks of world trade and investment as it stands, and a hard decoupling (“allied scale” theory). They understand that allies cannot be simultaneously tariffed, s
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