Senior Policy Fellow at @ecfr covering geoeconomics, economic security
Brussels and Berlin
Joined September 2017
- Tweets4K
- Following2.1K
- Followers3.2K
- Likes7.4K
Tobias Gehrke retweeted
NOW: The #Eurofile is live!
@maxbergmann, @mazzocco_ilaria, and @TGehrke_ discuss what a tougher European stance on China means for transatlantic economic cooperation. Tune in below.
youtube.com/watch?v=x_y-xX2i…
On looming EU-CN confrontation, The Economist argues the only credible deterrent is “the arduous work of building alternative supply chains”, i.e. “more free trade with places rich in things Europe needs”
Not wrong, but also not right. There is a de-risking paradox
1/
The Economist is right that “there is no silver ICMB” for deterrence by punishment. But "more free trade" is hardly a silver bullet either and does not live up to the reality Europe faces
7/
Tobias Gehrke retweeted
1/4 Europe faces a difficult China dilemma: how to protect its economy and security without triggering uncontrolled escalation.
We argue for “stable decoupling”, defending Europe’s rules while keeping room for negotiation with Beijing. 🧵
buff.ly/nLtIP7e
Some thoughts on reports that France and Germany will call on the Commission to develop a new tool or upgrade the ACI to deal with China (lots of conflation in reporting between ACI, S301, and diversification tool, so grain of salt):
🧵
4. Over-indexing on one specific tool, whether ACI or a new trade tool, might not be the best strategy. Next to taking lots of time and focus, China has also demonstrated repeatedly its ability to dislodge European coalitions behind single, high-profile measures.