One positive effect is that midsized powers are less under the sway of Washington. But they could come under the sway of China.
China
China’s Best Friend? Donald Trump!
Our backward-looking president has dismantled our scientific supremacy and forced allies to view China as the more reliable hegemon.
Subsidize, Build, Export, Repeat
America is selling the AI stack it built with public money, with the same companies and the same national security framing. Nobody is asking whether the demand is real.
Aftermath: China Is Electrifying Freight Trucking
Trump’s Iran war will only accelerate the process.
Spirit Socialism: Trump’s vs. Ours
The proposed bailout of Spirit Airlines is Trump’s worst deal yet. But in clean hands, socialized ownership sometimes makes sense.
Aftermath: How the War Might Cancel Your Flight
In today’s newsletter: Higher aviation travel prices and even mass cancellations are imminent. Also, China is a big winner and loser from the war.
Out of the Chaos, a Green Future?
Today on Aftermath: How the war in Iran may lead to a boost in renewable energy
Aftermath: Plastics Clogged in the Persian Gulf
In today’s inaugural newsletter: plastic supply chains, sulfuric acid export bans, and the war drags on.
Who Will Govern AI?
Trump’s top officials are in the pocket of Big Tech. It remains to be seen whether Democrats will be much better.
The National Security Case for Renewable Energy
Turns out oil is vulnerable to price shocks caused by blood-crazed presidents.

