Just dropped the latest analysis piece—available on Substack for free, and hitting LinkedIn tomorrow as well.

Back in July, when the EU was weighing potential retaliation against those April tariffs, I dug into the data and mapped out something interesting: how Europe's and China's supply-chain positions compare when it comes to leverage over the US market.

The charts tell a pretty clear story. Europe's got different strength here—not just in volume, but in the type of dependencies embedded in American supply networks. It's the kind of structural advantage that doesn't make headlines but shapes how these trade standoffs actually play out.

Worth looking at if you're thinking about how these geopolitical moves ripple through commodities, tech, and everything downstream from there.