🇷🇺 - Moscow has no good option to revive flagging gas sales
• Europe has diversified sources of energy supply and plans to stop importing Russian fossil fuels in 2027
• China is not that keen to increase imports of Russian gas for fear of becoming overly dependent on Moscow

The mounting strains on global #shipping
ft.com/content/a03da8…
A confluence of 'black swan' events - from #Houthi attacks in the #RedSea , #piracy , climate impacts on the #Panama Canal - have disrupted global #maritime patterns , forcing revisions to traditional trade routes

If you want to understand Asian geopolitics today, this is an absolute must-watch.

This is George Yeo, who was a Singaporean cabinet minister during 21 years, including Minister for Foreign Affairs during 7 years. In my humble opinion, very few people out there have such a

Mining and quarrying are the industries most exposed to trade shocks.

Read more about how reduced trade between #OECD and MNOE countries affect the wider economy of OECD countries.

🔗oe.cd/il/5vL

Xi Jinping urged to respond with caution to Joe Biden’s trade tariffs on.ft.com/4bkRu7g

Prochaine séance du séminaire compétitivité CEPII Banque de France : Europe : quelles dépendances commerciales ?
Isabelle Méjean & Pierre Rousseaux: Identifying European trade dependencies

Mardi 21 mai à 10h en visio.
Inscription ici: banque-france.fr/fr/evenements/…

EU fighting to counter China’s influence in global south, says top official on.ft.com/4bpNXnQ

🇮🇳 - Indian ports are undergoing deep transformation as country positions itself as node for global supply chains
• Capacity at major Indian ports has more than doubled in past decade
• Average turnaround time are dropping in key ports, making maritime hubs more attractive

China's FDI data don't show any sign the world is decoupling. China breaks out non-resident FDI inflows into actual FDI (blue) and reinvested earnings (orange). The latter has gone negative, so foreign firms already in China have losses. But actual FDI is still going strong...

Privée de son moteur immobilier, la Chine retourne aux mannes du vieux modèle de l'industrial export-led-growth.
Mais au prix de confrontations commerciales et géo strat.
Bien expliqué en 3 minutes par Anthony Morlet-Lavidalie et Simon Ray
BSI Economics lesechos.fr/idees-debats/c…

You know another traditional European value along with environmental stewardship? Oppressive imperialism.

And as the EU imposes ever tougher green trading requirements on former colonies it might do well to remember it. My Trade Secrets today:

on.ft.com/3U8II4S

🚢🚉🇷🇺 - Western decoupling from Russia is reshaping global trade/transport routes
• Moscow is developing rail transport corridor to India (via Iran) and Arctic Sea shipping route
• Routes could cut 30%-50% off transit times vs. Suez Canal and avoid security problems in Red Sea

Les sous-entendus colonialistes des politiques commerciales vertes de l'Union européenne ! Il fallait l'écrire. Alan Beattie l'a fait

Transbordement en Méditerranée : les ports sont gravement encombrés en raison des perturbations sur la mer Rouge, augmentant le risque de coûts de stocks élevés et de pénuries de composants pour détaillants et fabricants européens, alertent les opérateurs ft.com/content/1f0a7a…

La Maison Blanche sait que les pays du Sud ont raison
Les pays riches adoptent une politique industrielle active chez eux tout en continuant d’imposer des politiques dépassées à l’étranger via Financial Times
ft.com/content/6482a6…

My Trade Secrets today. The Biden admin has sent out heavy-hitter John Podesta to reset its flailing policy on climate and trade.

He's making the right noises, but the US can't lead a global green trade coalition until it brings in a domestic carbon tax.

on.ft.com/3vZgB01

China warns west of ‘survival of the fittest’ as manufacturing boosts economy - on.ft.com/3xEtOvP via Financial Times

La Chine veut éliminer les puces étrangères de ses équipements télécoms usine-digitale.fr/article/la-chi…

1-Le solde commercial en biens de la 🇫🇷 en points de PIB est revenu à des niveaux pré-crises.
Malgré l'aéronautique encore bas dans les chiffres Douanes.
Dernier point=février

Chine, Russie, Iran : la guerre mondiale vue par le «Kissinger persan»
legrandcontinent.eu/fr/2024/03/01/…