Trade war and peace: U.S.-China trade and tariff risk from 2015–2050 sciencedirect.com/science/articl…

Unintended consequences of environmental regulation of maritime shippi... sciencedirect.com/science/articl…

Pains or gains: Trade war, trade deficit, and tariff evasion sciencedirect.com/science/articl…

China is wedded to industrial policy, and exports, and can’t therefore switch to consumption. As this quotes Xi, ‘China’s focus on industrial output had been the right decision’. Ppl keep saying China could/might change, but the point is it won’t. on.ft.com/44MOWyj

Will not end well …

Been inevitable for years - complacency kills

CATL founder Robin Zeng expects China truck market to be 50% electric by 2028 ft.com/content/87372b… via @ft

Dismal post of the day … but … watch Japan and the carry trade unwind

🤔🤔

G7 coordination?

Yup. Been clear this was the inevitable outcome. Which way Japan?

Nothing to see here

🤔

Toasty

Macro post of the day: very good 101 explainer without the doomer hype - although it is heading that way 😁

Two major satellite systems. Same forests. Different results. New research reveals Sentinel-2 detects up to 35% more vegetation in forests than Landsat:

A geopolitical conflict over minerals may finally be a real threat ft.com/content/24187c… via @ft

Northvolt failure raises stakes for Europe’s battery industry ft.com/content/63b16b… via @ft