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Agathe Demarais Geoeconomics · Geopolitics of AI · Global trade

Writing

Columns, essays and policy papers.

2026

Column China’s AI Rollout Has No Off Switch Geopolitics of AI, China Foreign Policy
Column Nuclear energy is the Kremlin’s latest leverage over Washington Russia, Sanctions, US geoeconomics, Energy & commodities Foreign Policy
Column The Kremlin’s Easy Money Is Gone Russia Foreign Policy
Op-ed Avoiding the Legacy Trap EU geoeconomics Internationale Politik Quarterly (IPQ)
Column China’s De-Dollarization Drive Has Hit a Wall China, Global trade Foreign Policy
Op-ed Cutting access to Anthropic’s Mythos is a gift to China Geopolitics of AI, China Financial Times
Policy brief Mitigate, deter, escalate: Europe’s options against US economic coercion EU geoeconomics, US geoeconomics ECFR
Op-ed « La hausse du cours du pétrole ne réglera pas les difficultés économiques de la Russie, car ses réserves s’épuisent » Russia, Energy & commodities Le Monde
Op-ed The Case for Setting Up an EU Critical Minerals Stockpile EU geoeconomics, Energy & commodities Internationale Politik Quarterly (IPQ)
Column How China Is Winning the Global AI Race Geopolitics of AI, China Foreign Policy
Commentary Chilled ambitions: How the Iran war is foiling Europe’s LNG plans EU geoeconomics, Energy & commodities ECFR
Column The EU Is the New Go-To Middle Power EU geoeconomics Foreign Policy
Commentary Sowing discord: How Russia is making the most of a global fertiliser shortage Russia, Energy & commodities ECFR
Column Russia’s Sanctions-Busting Cryptocurrency Empire Russia, Sanctions Foreign Policy
Commentary Why China, not Russia, could be the real winner of the Iran war China, Russia ECFR
Column It’s Official: Trump’s Tariffs Have Failed Global trade, US geoeconomics Foreign Policy
Policy paper Boosting economic security collaboration among G7 economies and like-minded allies Global trade Think7 (T7)
Policy paper Innovation, investment and long-term growth Geopolitics of AI Think7 (T7)
Column Four Years of War in Europe: Europe Waits as Trump Talks to Putin Russia, EU geoeconomics, Global trade, US geoeconomics Foreign Policy
Parliamentary testimony Tarifs et sanctions : arme absolue ou sabre de bois ? Global trade, Sanctions Sénat (France)
Commentary Calling Paris and Washington: Three areas for G7-G20 collaboration in 2026 Global trade, US geoeconomics ECFR
Commentary Keep ice cool: How Europeans should respond to Trump’s Greenland tariff threats EU geoeconomics, Global trade, US geoeconomics ECFR
Column Trump’s Three Options to Turn the Screws on Europe EU geoeconomics, Global trade, US geoeconomics Foreign Policy
Column 6 Trump Lessons for Global Leaders in 2026 Global trade, US geoeconomics Foreign Policy

2025

Commentary Seven things to know about the EU’s €90bn loan to Ukraine Russia, EU geoeconomics ECFR
Column The U.S.-Russia Plan Gives Trump a $300 Billion Signing Bonus Russia, Global trade, US geoeconomics Foreign Policy
Column Why Did Asian Countries Give Trump So Much on Trade? Global trade, US geoeconomics Foreign Policy
Column Canada Shows How to Neutralize Trump’s Trade Attacks Global trade, US geoeconomics Foreign Policy
Op-ed Les Etats-Unis, plus que l’Europe, seront les grands perdants des guerres commerciales de Trump Global trade, EU geoeconomics, US geoeconomics Le Monde
Column Europe’s Hippopotamus Strategy for Handling Trump EU geoeconomics, Global trade, US geoeconomics Foreign Policy
Policy brief Ride the wave: A big, beautiful European strategy for Trumponomics EU geoeconomics, Global trade, US geoeconomics ECFR
Column Putin’s Fear of a Humiliating Economic Crisis Russia Foreign Policy
Column Did Trump Just Lift Sanctions on Iranian Oil? Sanctions, Global trade, US geoeconomics, Energy & commodities Foreign Policy
Commentary How the EU Can Think Creatively for Sanctions on Russia Russia, Sanctions, EU geoeconomics Carnegie Europe
Column Trump is Hitting Green Energy Hard Global trade, US geoeconomics, Energy & commodities Foreign Policy
Op-ed Europe should shrug off Trump’s tariff threats EU geoeconomics, Global trade, US geoeconomics Politico
Column The U.S. Economy Is Now Trump Enterprises Global trade, US geoeconomics Foreign Policy
Column Why a Pact to Weaken the Dollar Makes No Sense Global trade, US geoeconomics Foreign Policy
Op-ed L’Union européenne dispose de leviers uniques vis-à-vis de la Russie dans le domaine financier Russia Le Monde
Column Trump Can’t Force a Global Decoupling from China China, Global trade, US geoeconomics Foreign Policy
Policy brief No brain, no brawn: Trump 2.0 makes an EU Economic Security Network essential EU geoeconomics, Global trade, US geoeconomics ECFR
Column What Europe Can Do if Trump Drops Russia Sanctions Russia, Sanctions, EU geoeconomics, US geoeconomics Foreign Policy
Op-ed Why Putin is finally negotiating Russia Politico
Column Note to Europe: Stay calm and don’t retaliate against US tariffs Global trade, EU geoeconomics, US geoeconomics Foreign Policy
Journal article Le contournement des sanctions par la Russie: mythes et réalités Russia, Sanctions CERI / Sciences Po
Column Three Years On, What’s Next for Europe and Ukraine? Russia, EU geoeconomics Foreign Policy
Book chapter Open but secure: Europe’s path to strategic interdependence EU geoeconomics World Economic Forum
Column Why are Western companies still financing Putin’s war? Russia Foreign Policy
Commentary Learning from shipwrecked sailors: Three ways Europeans can weather the Trump storm EU geoeconomics, Global trade, US geoeconomics ECFR
Column From Musk to Gaza: Issues We’re Watching in 2025 Global trade Foreign Policy

2024

Column Will Europe fragment under Trump 2.0? EU geoeconomics, Global trade, US geoeconomics Foreign Policy
Commentary The purpose of sanctions: Why Europe and America should begin lifting measures on Syria Sanctions, EU geoeconomics, US geoeconomics ECFR
Essay Europe must unlock its geoeconomic power EU geoeconomics Foreign Affairs
Column Russia’s Plans to Replace the Dollar Are Going Nowhere Russia, Global trade, US geoeconomics Foreign Policy
Commentary Divided we stand: The EU votes on Chinese EV tariffs China, EU geoeconomics, Global trade ECFR
Column Russia Can’t Keep Spending Like This for Long Russia Foreign Policy
Policy brief Hard, fast, and where it hurts: Lessons from Ukraine-related sanctions for a Taiwan conflict scenario Sanctions, Russia, China ECFR
Column Why Europe Is Losing the Tech Race EU geoeconomics, Geopolitics of AI Foreign Policy
Column China Should Worry About Europe if It Attacks Taiwan China, EU geoeconomics Foreign Policy
Column The Winners from U.S.-China Decoupling China, US geoeconomics Foreign Policy
Op-ed Export controls on Russia might be working better than you think Russia, Sanctions Politico
Commentary It just makes cents: Why the EU needs to step up its geoeconomics game EU geoeconomics ECFR
Column Biden’s New Tariffs Should Raise Alarm Bells in Beijing China, Global trade, US geoeconomics Foreign Policy
Policy alert The EU’s sanctions odyssey: Understanding the proposed restrictions on Russian LNG and helium Sanctions, Russia, EU geoeconomics, Energy & commodities ECFR
Column Gazprom’s Declining Fortunes Spell Trouble for Moscow Russia, Energy & commodities Foreign Policy
Op-ed The China-Russia trade friendship may not be quite what you think China, Russia, Global trade Financial Times
Column Forget About Chips—China Is Coming for Ships Sanctions, China Foreign Policy
Policy brief Why US export controls on clean tech would backfire Sanctions, US geoeconomics, Energy & commodities Heinrich Böll Stiftung
Commentary Forget about Trump: Why Europeans should start worrying about trade tensions with emerging economies Global trade, US geoeconomics ECFR
Column Claims That Sanctions Hurt Europe More Than Russia Are Wrong Sanctions, Russia, EU geoeconomics Foreign Policy
Column Two Years On, What’s Next in Ukraine? Russia Foreign Policy
Journal article L’économie russe : impact des sanctions et perspectives de long terme Russia, Sanctions CERI / Sciences Po
Column Why China Is Rooting for Trump China, Global trade, US geoeconomics Foreign Policy
Column The West did not invent decoupling—China did China Foreign Policy
Commentary The bigger picture: The case for an EU-Mercosur free trade deal Global trade, EU geoeconomics ECFR
Column 5 issues to watch in 2024 Global trade Foreign Policy

2023

Column The Unintended Consequences of Seizing Russian Assets Russia Foreign Policy
Interview Une puissance stochastique : l’empire souterrain des États-Unis, une conversation avec Henry Farrell et Abraham Newman Global trade, US geoeconomics Le Grand Continent
Column Don’t Expect Much From Biden and Xi China, US geoeconomics Foreign Policy
Commentary What the EU list of critical technologies tells us about its de-risking plans China, EU geoeconomics ECFR
Column The Easiest Way to Make Russia Sanctions More Effective Russia, Sanctions Foreign Policy
Policy alert Economics front and centre: Why the US-EU summit matters Global trade, EU geoeconomics, US geoeconomics ECFR
Column How Russia Evaded the Oil Price Cap Russia, Sanctions, Energy & commodities Foreign Policy
Column Why Europe Will Struggle to ‘De-Risk’ From China China, EU geoeconomics Foreign Policy
Column What Does ‘De-Risking’ Actually Mean? China Foreign Policy
Op-ed A quoi servent les sanctions contre la Russie ? Sanctions La Grande Conversation
Column China’s Threat to Ban Critical Minerals Exports Is a Bluff China, Energy & commodities Foreign Policy
Essay How Climate Change Will Reshape Economic Statecraft Sanctions, Energy & commodities Carnegie Endowment for International Peace
Column Aid Is the Next Battleground Between China and the West China Foreign Policy
Op-ed Les nouvelles armes de la Russie Russia Le Grand Continent
Column No, Russia Is Not Massively Skirting Sanctions Russia, Sanctions Foreign Policy
Essay Why China Hasn’t Come to Russia’s Rescue China, Russia Foreign Affairs
Column Don’t Trust Russia’s Numbers Russia Foreign Policy
Op-ed Sanctions on Russia Are a Long Game, Not a Quick Fix Sanctions, Russia World Politics Review
Column Russia Sanctions: 10 Lessons and Questions for What Comes Next Sanctions, Russia Foreign Policy
Op-ed 10 points sur les sanctions Sanctions Le Grand Continent

2022

Essay The End of the Age of Sanctions? Sanctions Foreign Affairs
Column Sanctions on Russia Are Working. Here’s Why Sanctions, Russia Foreign Policy
Op-ed Russia will lose the energy war Putin started Russia, Energy & commodities Politico
Essay Why Sanctions Don’t Work Against Dictatorships Sanctions The Journal of Democracy
Essay Commentary Series on Putin’s War – Demarais, “Sanctions are Not Keeping Putin Awake at Night. Export Controls Are.” Sanctions, Russia H-Diplo

2021

Op-ed We’re overlooking threat of countries linking to avoid sanctions Sanctions The Times

2020

Op-ed Why Erdoğan’s attacks on France will backfire EU geoeconomics Politico
Op-ed Covid-19 creates a perfect storm for debt crises Global trade City A.M.