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PODCAST

Geoeconomic Competition

Francesca Ghiretti

Welcome to "Geoeconomic Competition", a thought-provoking podcast diving deep into the intricacies of geoeconomics. In each episode, Francesca Ghiretti engages with other economic security and geoeconomics experts to navigate the intricate and often hidden manoeuvres of economic security and of global economic power plays. From the growing set of policies to the changes in globalisation, we explore how countries leverage their economic strengths, engage in trade wars, and form strategic alliances to

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All Episodes

21:49

What's next for EU-India? with Garima Mohan

Geoeconomic Competition ·

2026/02/27

In this episode of Geoeconomic Competition, Francesca Ghiretti speaks with Garima Mohan, Senior Fellow in the Indo-Pacific Program at GMF, about the future of the EU–India agreement and what it reveals about shifting geoeconomic priorities. The conversation explores the details of the EU-India FTA and the future of the relationship as Brussels and New Delhi deepen engagement amid global economic competition.

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48:07

The Critical Minerals Game with Cory Combs

Geoeconomic Competition ·

2026/02/19

In this episode of Geoeconomic Competition, Francesca Ghiretti speaks with Cory Combs, Associate Director at Trivium, about the intensifying global competition over critical minerals and the strategic responses taking shape in Washington and beyond. The conversation explores how US policy is evolving, how allies are aligning - or diverging - and what this means for China’s central role in global mineral supply chains and the future of economic security.

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48:33

Redefining European Economic Security with Francois...

Geoeconomic Competition ·

2026/02/12

How is the European Union redefining economic security in an era of geopolitical tension? In this episode of Geoeconomic Competition, Francesca Ghiretti sits down with François Chimits, Head of the Europe Program at Institut Montaigne, to examine the EU’s progress, its strategic direction, and the challenges it still must overcome.

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28:37

Will the RMB become the next Global Reserve Currency?...

Geoeconomic Competition ·

2026/02/09

At the end of January 2026, Qiushi published a 2024 speech by Xi Jinping that, among other themes, underscored the strategic importance of having a global reserve currency. In this episode of Geoeconomic Competition, Gerard DiPippo breaks down China’s evolving ambitions for an internationalised renminbi, and how realistic Beijing’s ambitions are.

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21:26

Do we need manufacturing? with Chris Miller

Geoeconomic Competition ·

2026/01/27

Europe and the US are racing to bring manufacturing back home - but should they be? Inspired by an article from The Economist, Chris Miller, Professor of International History at Tufts’ Fletcher School and author of Chip War, digs into the real economic benefits of manufacturing. We unpack why policymakers are so keen on factories, whether manufacturing still delivers meaningful gains in jobs and growth, and what it might mean for advanced economies to fully embrace a service-led future.

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23:29

Can Chinese investments in European BEV become...

Geoeconomic Competition ·

2026/01/14

With the EU and China reaching price undertakings on Chinese EV imports, this episode features Ágnes Szunomár, Associate Professor at Corvinus University of Budapest, to unpack the scale, motives, and consequences of Chinese investment in Europe’s BEV sector. The discussion probes whether Chinese investments in the sector can become genuine growth poles for European supply chains or remain technologically self-contained enclaves. We examine what Europe gains in terms of strategic know how, in...

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38:30

What will China's anti-involution campaign (not)...

Geoeconomic Competition ·

2025/12/30

In the final 2025 episode of Geoeconomic Competition, Yanmei Xie tackles the big questions behind China’s anti-involution campaign. What distinguishes involution from overcapacity, and why does that distinction matter? Why is China’s overcapacity treated as a problem when similar conditions elsewhere are not? And can the anti-involution drive meaningfully address China’s economic challenges? Finally, could it ease some of the core tensions between China and the EU?

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25:02

What is the Reparation Loan and Why it matters so...

Geoeconomic Competition ·

2025/12/17

On the 18th of December, the leaders of the EU will discuss the much debated reparation loan, a proposal to use the frozen Russian assets to finance the Ukrainian war effort. In this episode, Lucas Guttenberg, Director of the programme Europes Future at Bertelsmann Stiftung unpacks what the reparation loan is, how it works and why this decision is so important for Europe.

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41:11

The future of IEEPA tariffs with Geoffrey Gertz

Geoeconomic Competition ·

2025/11/11

On 5 November, the Supreme Court of the United States heard oral argument on the use of the International Emergency Economic Powers Act (IEEPA) by Donald Trump to impose sweeping tariffs. The decision, which is expected in the next few months, will determine the future of both Fentanyl tariffs as well as Liberation Day tariffs. The decision, however, will have much wider and deeper implications for Trump's wider approach to trade as well as the functioning of check and balances in the United ...

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20:16

What's going on with Nexperia with Judith Huismans

Geoeconomic Competition ·

2025/11/07

In October, the Dutch government took over Nexperia, a Dutch chip maker owned by the Chinese Wingtech. The initial and main reason for the takeover was bad management. In the meantime, tensions between The Netherlands and China have escalated, a Chinese delegation visited Brussels and Trump and Xi met. To understand why this is so important and what is happening with Nexperia, Francesca Ghiretti has a chat with Juidth Huismans, Research Leader at RAND Europe's The Hague office.

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35:02

Deep Dive: What to expect from China's 15th Five Year...

Geoeconomic Competition ·

2025/10/31

The 4th Plenum unveiled information about what to expect from China's 15th Five Year Plan (March 2026). Francesca Ghiretti chats with Gerard DiPippo, an Associate Director, RAND China Research Center and expert in China's economy to analyse what we can expect, clarify key point and untangle contradictions.

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41:23

Deep Dive: China's Export Controls with Rebecca Arcesati

Geoeconomic Competition ·

2025/10/24

This episode is a deep dive into the details of the development of China's export controls, from 2022 to the updates of October 2025. Rebecca Arcesati is Lead Analyst, in the Science, Technology and Innovation Programme at MERICS.

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19:49

The Key is Heavy Rare Earths with Jason Bedford

Geoeconomic Competition ·

2025/10/21

Francesca Ghiretti speaks with Jason Bedford, Visiting Senior Research Fellow at the East Asian Institute, National University of Singapore. In his paper RARE EARTHS AND INDUSTRY: WHY DEPENDENCE ON CHINA ENDURES, Jason explores the details of China's REE leverage. In this episode, we unpack why the difference between heavy and light REE matters and stands at heart of China's ability to impose painful export controls. Apologies for the audio quality, I had a cold.

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26:42

The importance of migration for European...

Geoeconomic Competition ·

2025/09/30

In this episode, Francesca Ghiretti hosts Alberto Rizzi, Policy Fellow at the European Council on Foreign Relations' Rome office. In his policy brief "Markets, migrants, microchips: European power in a world of demographic change", he tackles an issue at the heart of European ability to compete economically. demographics. What's Europe's demographic situation? What are some best practices that exist in the world and in Europe that we should support and adopt? How important is to think about a...

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29:23

The Hidden Risks of Connected Vehicles with Project...

Geoeconomic Competition ·

2025/08/25

In this episode, Francesca Ghiretti hosts the leader of Project Lion Cage, Tor Indstoy and Arild Tjomsland. The project "explores how everyday connected technology—such as smart vehicles and IoT systems—could be exploited in future security crises". How do connected vehicles work? What type of data they collect and where are they stored? Can these vehicles be remotely hijacked? What are mitigating measures that can be adopted? A few highlights: - When it comes to Chinese made EVs, 90% of data...

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29:49

Is the EU stuck between a rock and hard place? with...

Geoeconomic Competition ·

2025/08/04

In this episode, Francesca Ghiretti chats with Iana Dreyer, Founder and Editor ot Borderlex, a magazine specialised in trade. With Iana, we try to understand the implications of the EU-China summit as well as the tariff "deal" between the EU and the US. We touch upon EU resilience and strategic autonomy and what are the options for the EU ahead.

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40:33

The Defence Spending-Growth Conundrum with Stuart Dee

Geoeconomic Competition ·

2025/06/27

In this episode, Francesca Ghiretti chats with Stuart Dee, Research Leader and co-Director of the Centre for Defence Economics and Acquisitions at RAND Europe. Stuart joined RAND after spending over a decade in industry, most recently at Rolls-Royce plc where he was involved in a number of large defence programmes including Eurofighter Typhoon, the Future Combat Air System and AUKUS. In light of the recent NATO Summit in The Hague and the push across Europe for defence spending, the episode u...

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30:33

The US-China "deal" with Reva Goujon

Geoeconomic Competition ·

2025/05/29

This is the third episode of the Geoeconomic Competition series on new "trade" deals. In this episode, Francesca Ghiretti chats with Reva Goujon, Director at Rhodium Group. What are the tariffs China and the US imposed on each other? How has the Geneva "deal" changed those tariffs? What has happened since then and what can we expect from the coming month - after the pause ends? Are some of the questions analysed in this episode

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23:51

The EU-UK deal with Georgina Wright

Geoeconomic Competition ·

2025/05/26

This is the second episode of the Geoeconomic Competition series on new "trade" deals. In this episode, Francesca Ghiretti chats with Georgina Wright, special adviser to the president and senior fellow at GMF. How did we get to the EU-UK summit, what does the deal (memorandum of understanding) contain? What are its shortcomings and successes? But most importantly, what can we expect next?

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29:06

The UK-US prosperity deal with Sam Lowe

Geoeconomic Competition ·

2025/05/21

This is the first episode of series on new "trade" deals and they are and will shape the global system. The UK has been the first country to strike a deal with the US after Washington imposed widespread tariffs. In this episode, Francesca Ghiretti unpack the UK-US "Prosperity Deal" its implication for the UK and what it tells about future similar deals with Sam Lowe, Partner at Flint Global and heads of trade and market access practice.

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50 results

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