Sitemap - 2025 - Warwick Powell's Substack

Liberalism’s Denouement in Europe’s Permanent State of Exception

The Construction of China

The Vanity Project of Liberal Orientalism

Hold your horses!

Be Careful What You Wish For

Rupture, Memory and the Liberal Time-Regime: Reassessing the Cultural Revolution through a Dialectical Lens

Information Viability and Systemic Exchange Value

Macartney 2.0? China’s Economic Structure, Trade Patterns and Western Mercantilist Simulacra

China’s October Industrial Profits

From Kabul to Kiev

Salty, salty ...

Anchoring the shell

Beyond Margins: Understanding Economic Networks and Investment Dynamics

Post-liberalism’s funhouse mirror

Another Semiconductor Battleground

The Tortoise and the Hare in AI

America's Suez

Lessons from Keynes & Versailles for a Multipolar World

The Illusion of American Leverage

The Paradox of A.I. with American Characteristics

Tick Tock. Time matters and Pax Americana is short on it.

China’s Material Squeeze Exposes U.S. Industrial Fragility

America Against Itself, redux

The 100 GW Mirage

Profits, Policy and the Recomposition of China’s Industrial Structure

When Hydrogen Gets Cheap

The UN at 80

Credit Creation and the Fallacy of ‘Financial Repression’

Addressing 'involution'

The Myth of Fed Independence

Trump's Tariff Gambit

Energy Return and Systemic Exchange Value

Power as Translation

Anchorage II: Still muddling towards indivisible security

From Sexy Sectors to Systemic Value

Rethinking Nations as SEV Regimes

The Limits of Macro Balances

Imaginary Deals and the Temporal Moment

The Great Entanglement

Window dressing

Terminal Phase?

Trade? It's all about energetic surpluses

BRICS and the Architecture of a Post Western Global Order

It’s Energy, Stupid

Beyond Solvency

Oil Shock 2.0

From Liquidity to Ontology

Systemic Exchange Value

Value Is Energy

US Government Deficits and Bonds: America can’t go broke. It’s worse than that

An Asian Rupture?

Memo to Capitol Hill: You Can Keep Your Dollars - We’ve Got the Dysprosium

Destined for failure - Turning Back the Clock Isn’t a Strategy

A crypto turn to save the US dollar?

The Hollowing of Myth

Moody’s, the Dollar, and the Crisis of the American Social Settlement

Election 2025: in the hopes of kicking the can down the road.

A quick stocktake

Oops! Strategic Miscalculation and the Evolving Global Trade Game

International investment and China

Behind the Potemkin facade: an emperor denuded

Supply Chain Disintermediation: Another Unintended Consequence of Trump’s Tariffs

Pulling some threads together

Revisiting the Bancor

Never look a gift horse in the mouth

China’s Economic Model Revisited

America’s Panama Canal Delusion

Some thoughts on BRICS

Who frames the game and why it matters

Is an Independent Europe post Trump possible?

Blockchains for US government fraud prevention?

A French Twist

Twists and Turns: Ukraine's natural resources wealth and post-war settlement

Circles inside Circles

Battlefield / Dialogue / Fluid Possibilities

Muddling our way to indivisible security?

The Transition Away from the USD

Defunding of USAID: A Shift in American Soft Power and Regime Change Strategies?

To be like water

Chat with DeepSeek about Impacts on US Venture Capital

Chatting with Chat about ... Chat

Trump 2.0, Memecoins, Techno-Oligarchs and Digital Westphalia

Deciphering shifting dynamics

Decoupling debunked

Winning hearts and minds in a changing world

The year past and the year ahead