Geopolitical Dispatch

Geopolitical Dispatch

Share this post

Geopolitical Dispatch
Geopolitical Dispatch
Tempest in a tariff
Copy link
Facebook
Email
Notes
More

Tempest in a tariff

The EU, the US, Ukraine, Russia, China, Taiwan, Israel, Palestine, and Venezuela.

Michael Feller's avatar
Michael Feller
Feb 27, 2025
∙ Paid
11

Share this post

Geopolitical Dispatch
Geopolitical Dispatch
Tempest in a tariff
Copy link
Facebook
Email
Notes
More
2
Share
Ships in a Stormy Sea, Ludolf Backhuysen, c 1700-05, oil on canvas, North Carolina Museum of Art, Raleigh.

The five things you need to know today:

  • EUROPE. UNITED STATES. The transatlantic storm continues.

  • UKRAINE. RUSSIA. Turkey inserts itself as negotiations wobble.

  • CHINA. TAIWAN. More questions than answers in cross-strait relations.

  • ISRAEL. PALESTINE. Dealings continue toward a Saudi settlement.

  • VENEZUELA. The maximum pressure campaign returns.

Get full access to all five daily briefings. Upgrade today for our daily intelligence briefing written by former diplomats, modelled on the US Presidential Daily Brief, and relied on by business leaders and investors in over 140 countries.

EUROPE. UNITED STATES. The trade wind turns

The transatlantic storm continues.

Donald Trump threatened 25% tariffs on European Union imports Wednesday and said the bloc was formed to "screw" the US. Marco Rubio cancelled a meeting with his EU counterpart. Romanian police detained politician Calin Georgescu.

INTELLIGENCE. Transatlantic ties have worsened by the day, but the threat seems to have been triggered by a query about tariffs on Mexico and Canada, to which the president gave a non-committal response before pivoting to Europe. It's likely, in all this, that Trump is again treating tariffs as a bargaining chip for other grievances, from democracy in Romania to negotiations on Ukraine. Keir Starmer, visiting Trump today, may for once be glad the UK has Brexited.

FOR BUSINESS. With Trump's penchant for national leader diplomacy (Brussels doesn’t count), the ball is in Friedrich Merz's court to make an early White House visit. Merz will dine tonight with Macron, fresh from his own trip to Washington, and will likely ask for pointers. Among Merz’s first post-election promises was "real independence" from the US. This could be seen as a good or bad thing from Washington. Merz has been openly critical of Trump before.

Geopolitical Dispatch is brought to you by Geopolitical Strategy. We help businesses map, monitor and manage geopolitical risks with expert advice from former ambassadors, diplomats and intelligence officials.

Connect on LinkedIn

UKRAINE. RUSSIA. Istanbuls and bears

Turkey inserts itself as negotiations wobble.

Russian and US diplomats will meet in Istanbul today, both sides confirmed, with "operational issues" on the agenda. Donald Trump contradicted an official who told Reuters that Volodymyr Zelensky's White House visit may not happen.

INTELLIGENCE. There was speculation that Zelensky would be disinvited following comments that Ukraine’s mooted

Keep reading with a 7-day free trial

Subscribe to Geopolitical Dispatch to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Geopolitical Strategy Pty Ltd
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More