Charting Geoeconomics

Making sense of how states interact in a transitioning global economy

The umbrella of geoeconomics is expanding rapidly. From energy security to technological leadership to industrial capacity, competing national strategies are disrupting commerce and reshaping the global economic order. As states weaponize economic tools to pursue their geopolitical interests, international relations and institutions face growing strain. Dealing with these tidal shifts, Charting Geoeconomics offers strategic vision and data-driven insights into how transformations in the global economy shape and constrain decision-making.

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Hedged Bets on the U.S.-China AI Race

Whether open versus closed source or state versus private capital, the United States and China play distinct roles in building and setting the standards for global innovation. The question is not who wins the race, but whether either can finish without the other's capabilities.

Blog Post by Richard Gray and Michael H. Gary — January 20, 2026

Starting Up the Competition: Japan’s Mobile Software Act

Japan’s Mobile Software Competition Act is an intervention operating alongside efforts across workforce norms, venture finance, and stock exchange reform. The promise of competition policy can only be realized through these interlocking reforms – otherwise, Japan’s framework will penalize incumbents without empowering emergent challengers.

Blog Post by Richard Gray — January 16, 2026

Australia's Digital Market Regulation: An Evidence-Backed Review

As Canberra considers the best path forward to shape its digital competition policy, it must weigh the existing evidence of ex ante regulation’s impact on product variety, prices, productivity, investment, and innovation.

Blog Post by Philip Luck — November 7, 2025

Indonesian Industrialization: Downstreaming Up the Value Chain

Indonesia’s approach shows that managing natural resources in today's geoeconomic landscape involves difficult trade-offs. Other developing nations should study its case to see if their strategies drive broad development or simply create new winners and losers.

Blog Post by Richard Gray and Duc Minh Nguyet (Moon) Nguyen — September 30, 2025

Tariffs in Washington, Modi to Tokyo and Tianjin

India’s inability to maintain unfettered access to U.S. markets, Chinese supply chains, and Russian energy will force a series of tradeoffs – not simply between security and economics but between different formations of economic security.

Blog Post by Richard Gray — August 29, 2025