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 States. Francesca Ghiretti unpacks the story with Geoffrey Gertz is a senior fellow with the Energy, Economics, and Security Program at the Center for a New American Security (CNAS) and co-host of the Derisky Business podcast.
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What's going on with Nexperia with Judith Huismans
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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Deep Dive: What to expect from China's 15th Five Year Plan with Gerard DiPippo
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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Deep Dive: China's Export Controls with Rebecca Arcesati
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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The Key is Heavy Rare Earths with Jason Bedford
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.
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 gain geopolitical advantages. Logo by Daniele Saccani
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