IOG Economic Intelligence Report

The IOG Economic Intelligence Report will cover the latest regulatory developments on economic security & geoeconomics in the United States and Europe along with background and analysis of what it means for Japan and Asia. Written by Paul Nadeau, visiting research fellow at the Institute of Geoeconomics (IOG) and assistant adjunct professor with Temple University, Japan Campus, the Economic Intelligence Report will be released every two weeks.

2024.04.30

IOG Economic Intelligence Report (Vol. 3 No.9)

TikTok Divestment Demand Signed into Law / Time to Triple China Tariffs? / China Hits Back? / Japan Strengthens Export Controls on Advanced Technologies / U.S. Strengthening Advanced Technology Funding in UAE / New U.S. Subsidies for TSMC, Samsung / White House Signals Future Climate Trade Agenda / New Restrictions on Russia Metals / Analysis: Another Step for CFIUS

2024.04.19

IOG Economic Intelligence Report (Vol. 3 No.8)

Kishida Meets Biden in DC / Microsoft Investment in Japan / Yellen Visits China / New Rules for CFIUS / China Drops Australian Wine Tariffs / DHS Cracks Down on Illicit Textile Trade / Analysis: Kishida Makes Japan’s Case in DC

2024.04.03

IOG Economic Intelligence Report (Vol. 3 No.7)

European Parliament Passes Comprehensive AI Legislation / EU Passes Legislation on Supply Chain Oversight / Commerce Department Recommends AI Audits / Legislation to Follow / Analysis: What’s Driving the Nippon Steel Backlash?

2024.03.22

IOG Economic Intelligence Report (Vol. 3 No.6)

Biden Comes Out against Nippon Steel Acquisition / New EU Regulations for Digital Services / U.S. Hits Russia with New Sanctions Following Navalny’s Death / FY2025 Budget Proposal Released / USTR Report Released / Japan’s Ruling Parties Agree to Allow Defense Exports / TikTok under Fire from Congress / Taiwan-U.S. Discussions to Accelerate / Paper Plates under Investigation / Analysis: Japan Moves to Adapt a Security Clearance System

2024.03.04

IOG Economic Intelligence Report (Vol. 3 No.5)

WTO Summit Concludes / Nippon Steel Begins Formal Negotiations with Steelworkers’ Union / U.S. Hits Russia with New Sanctions Following Navalny’s Death / Concern EU Isn’t Doing Enough to Keep Tech Out of Russia / New U.S. Restrictions on Bulk Personal Data / New Steps to Shield Solar Supply Chains from Forced Labor / Analysis: ASEAN in the Geoeconomic Context

2024.02.19

IOG Economic Intelligence Report (Vol. 3 No.4)

Building Up to the WTO Ministerial / Court Blocks Florida Law Preventing Chinese Citizens from Land Purchases / China Committee Chair to Step Down / Duties on Emissions? / Injury from Glass Wine Bottles / Analysis: Steeling Defeat from the Jaws of Victory?

2024.02.05

IOG Economic Intelligence Report (Vol. 3 No.3)

EU Builds Out its Economic Security Strategy / United States Sanctions Israeli Settlers / Skepticism about Market Status for Vietnam / Republican Frustration with USTR’s Digital Trade Strategy / Germany and Japan Sign Military Cooperation Agreement / Proposal to Eliminate Double Taxation between Taiwan and the U.S. Moves Forward / Analysis: Election Year Geoeconomics

2024.01.22

IOG Economic Intelligence Report (Vol. 3 No.2)

Operation Prosperity Guardian / Commerce Announces Antidumping Duties / China Sanctions U.S. Defense Companies / China to Target EU Liquor Imports / Personnel changes at USTR / Analysis: What’s Missing in the Markets-vs-Governments Debate

2024.01.09

IOG Economic Intelligence Report (Vol. 3 No.1)

EU, U.S. Declare Steel Truce / Nippon Steel Offers to Acquire U.S. Steel / U.S.-UK Agreement Shelved / China Reimposes Tariffs on Coal Imports / Analysis: Geoeconomics Needs a Positive Vision

2023.12.22

IOG Economic Intelligence Report (Vol. 2 No.23)

Japan & ASEAN at 50 / EU Adds New Sanctions on Russia / The United States Observes Human Rights Day / Another Round / Congressional Concerns about Vietnam & NME / Trilateral Coordination on North Korea / EU Drafts Legislation on AI / Analysis: The Hazards of Economic Security

2023.12.06

IOG Economic Intelligence Report (Vol. 2 No.22)

Biden Administration Announces New Rules for EV Purchases / U.S. Dairy Industry Faces Setback in USMCA / Trade Policy & COP28 / The Biden Administration Turns to the DPA / U.S. Falling Behind in the Arms Race? / Analysis: Learning the Wrong Lessons of Trade Liberalization

2023.11.22

IOG Economic Intelligence Report (Vol. 2 No.21)

IPEF on the Rocks / APEC Outcomes / Dispute over USTR’s Digital Pivot / China & Japan Open Channel on Export Controls / Rapidus Expands in Silicon Valley / BIS Dropping Some Sanctions / Analysis: The Biden Administration Checks Out on IEPF

2023.11.04

IOG Economic Intelligence Report (Vol. 2 No.20)

EU-U.S. Tariff Talks Collapse / International Cooperation on AI / Combating Seafood Coercion / New Financial Measures Targeting Hamas / New Rules against China / Analysis: Stop Blaming Globalization for Economic Insecurity

2023.10.20

IOG Economic Intelligence Report (Vol. 2 No.19)

New Rules / Tit-for-Tat / Iran Funds Withheld / Digital Service Tax Concern / Progress on AI Rules / Digital Trade in Vietnam / Analysis: Is the United States a Threat to Economic Security?

2023.10.07

IOG Economic Intelligence Report (Vol. 2 No.18)

Mexico-U.S. Nearshoring / EU Officially Launches Investigation into EVs from China / Final Rules on U.S. Export Controls on the Way / Guardrails for CHIPS Act Funds Announced / India Relaxes Rules on IT Hardware / China, U.S. Offer Perspectives on WTO Reform / New China-U.S. Working Group / Analysis: How Big Is the Risk from Trump?

2023.09.19

IOG Economic Intelligence Report (Vol. 2 No.17)

New U.S.-Vietnam Cooperation / EU Launches Investigation into EVs from China / Another Round for IPEF / Support for Japan’s Fisheries / Aluminum Duties Will Stay / Analysis: Can Economic Security Coexist with Globalization?

2023.09.11

IOG Economic Intelligence Report (Vol. 2 No.16)

Secretary Raimondo Visits Beijjing / Italy Backs Out of BRI / Rules for Office Equipment / WTO Retailiation for China’s Seafood Ban / Resuming Dialogue / Hapag-Lloyd Frozen Out / Analysis: The Geoeconomic Risks of China’s Downturn

2023.08.25

IOG Economic Intelligence Report (Vol. 2 No.15)

Outbound Investment Restrictions / Trilateral Collaboration on Economic Security / New Antidumping Duties for Steel / Congressional-Executive Wrangling on Section 232 / Mexico Imposes Duties on Steel / Progress on U.S.-Taiwan Trade Initiative / Analysis: Don’t Blame Domestic Politics for the Direction of Biden’s China Policy

2023.08.07

IOG Economic Intelligence Report (Vol. 2 No.14)

More Subsidies for Germany / Congress Wants Investigation into CATL / A New China Strategy for Germany / Streamlining Federal Reporting for R&D / Nissan Invests in Renault EVs / India & Japan Sign MoC on Semiconductors / World Trade Statistical Review for 2023 / DNI Finds China Helping Russia Circumvent Sanctions / Progress Report on WTO Dispute Settlement / Analysis: Understanding the Right Challenge from China

2023.07.25

IOG Economic Intelligence Report (Vol. 2 No.13)

China Curbs / Yellen to Beijing / Russia Backs Out of Grain Deal / One More Round / UK in CPTPP / India & Japan Sign MoC on Semiconductors / Hong Kong Chief Has Concerns about Japanese Seafood / Analysis: Is the Biden administration Trying to Staunch China’s Economic Development?

2023.07.03

IOG Economic Intelligence Report (Vol. 2 No.12)

Blinken and Xi Meet in Beijing / De-Coupling in Progress / Modi Meets DC / Back on the List / Increasing Reports / Critical Minerals Deal under Fire / Analysis: Does the United States Have a Systemic Strategy?

2023.06.20

IOG Economic Intelligence Report (Vol. 2 No.11)

Transatlantic Cooperation on Economic Coercion / Tracking Steel & Aluminum Emissions / Congressional Concern over Micron / Closing the Deal with Taiwan / Welcome to DC / Cracking Down on China-Made Airport Transit Vehicles /Analysis: Squaring the Circle

2023.06.02

IOG Economic Intelligence Report (Vol. 2 No.10)

G7 Leaders Tackle Economic Coercion and More / An Agreement in IPEF / APEC Trade Ministerial / Micron Fails Security Review in China / Japan-U.S. Cooperation on Supply Chains / New AD/CVD Rules ProposedNew AD/CVD Rules Proposed / Revoke Most-Favored Nation Status? / Australia-U.S. Cooperation on Critical Minerals /Analysis: What We Have Is a Failure to Communicate

2023.05.24

IOG Economic Intelligence Report (Vol. 2 No.9)

Another round / Counter Espionage Concerns / Targeting Transhipments / No New Tariffs / New Subsidy Plan / Analysis: Political Polarization Is a Global Problem

2023.05.08

IOG Economic Intelligence Report (Vol. 2 No.8)

The New Washington Consensus / Ambassador Tai Visits Japan / Back on the Fast-Track / Agreeing to Discuss / Expanding the Entity List / Big Commitments / Pushing Back against Industry / Analysis: The New Washington Consensus

2023.04.12

IOG Economic Intelligence Report (Vol. 2 No. 7)

UK in CPTPP / (French) Farm to (Chinese) Table / Going to Congress / Guidance Issued / EU Anti-Coercion Tools / Analysis: Is U.S. Protectionism a Feature or a Bug?

2023.03.30

IOG Economic Intelligence Report (Vol. 2 No. 6)

Japan-U.S. Deal on Critical Minerals / IPEF Update / Deals in Delhi / Tough Crowd / New Trade Chief in China / Tax Tweaks in Russia / New Members for USTR Advisory Committee / Partnering Up on Economic Security / Analysis: The Future of the Sanctions Program on Russia

2023.03.15