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  <title>The Geopolitical Economist · J. Dyson</title>
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  <description>J. Dyson is a research and risk analyst who writes on trade, alliances and the exposure of economies to political decisions.</description>
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  <image><url>https://geopoliticaleconomist.com/assets/brand/icon-512.png</url><title>The Geopolitical Economist · J. Dyson</title><link>https://geopoliticaleconomist.com/authors/j-dyson</link></image>
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    <title>The EU Signed Four Trade Deals in Nine Months. None of Them Solves Its Problem.</title>
    <link>https://geopoliticaleconomist.com/articles/eu-us-trade-deal-steel-deadline-risk-brief</link>
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    <pubDate>Sat, 10 Oct 2026 06:00:00 +0000</pubDate>
    <dc:creator>J. Dyson</dc:creator>
    <description>Between January and March 2026, the European Union concluded trade agreements with Mercosur, India and Australia, and began implementing the framework it struck with the United States the summer before. A steel and aluminium deadline arrives on 31 December. This brief asks whether the deals amount to a strategy or a shopping list.</description>
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    <content:encoded><![CDATA[New analysis on The Geopolitical Economist

The EU Signed Four Trade Deals in Nine Months. None of Them Solves Its Problem.

Europe signed deals with Mercosur, India, Australia and the United States. A risk brief on the steel deadline, the numbers and the structural gap. By J. Dyson.

Between January and March 2026, the European Union concluded trade agreements with Mercosur, India and Australia, and began implementing the framework it struck with the United States the summer before. A steel and aluminium deadline arrives on 31 December. This brief asks whether the deals amount to a strategy or a shopping list.

From the opening:
“The Turnberry framework of July 2025, implemented by EU regulation from 1 July 2026, set the terms: the EU removes tariffs on most US industrial goods and opens agricultural quotas; the US caps its tariffs at 15 per cent, with steel and aluminium excluded at 50 per cent.”

By J. Dyson, Research and risk analyst

Read the full analysis: https://geopoliticaleconomist.com/articles/eu-us-trade-deal-steel-deadline-risk-brief

#Geopolitics #Europe #UnitedStates #India #GlobalEconomy]]></content:encoded>
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    <category>Americas</category>
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    <title>Canada Cannot Join Europe. It Can Get Most of the Way There.</title>
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    <pubDate>Mon, 14 Sep 2026 06:00:00 +0000</pubDate>
    <dc:creator>J. Dyson</dc:creator>
    <description>Ottawa is exploring a status that does not exist, with a bloc whose treaties say it cannot join, to escape a neighbour that takes seven in ten of its exports. This brief sets out what is actually on the table, what is not, and how to price the outcomes.</description>
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    <content:encoded><![CDATA[New analysis on The Geopolitical Economist

CANADA CANNOT JOIN EUROPE. IT CAN GET MOST OF THE WAY THERE.

What an EU 'associate' status for Canada could contain, what the treaties rule out, and three scenarios with odds. By J. Dyson.

Ottawa is exploring a status that does not exist, with a bloc whose treaties say it cannot join, to escape a neighbour that takes seven in ten of its exports. This brief sets out what is actually on the table, what is not, and how to price the outcomes.

From the opening:
“On 13 September the Wall Street Journal reported that Prime Minister Mark Carney is exploring whether Canada could become an "associate member" of the European Union, and that officials on both sides were open to creating a status that does not currently exist. The European Commission declined to comment.”

By J. Dyson, Research and risk analyst

Read the full analysis: https://geopoliticaleconomist.com/articles/canada-eu-associate-membership-risk-brief

#Geopolitics #Europe #UnitedStates #Canada #GlobalEconomy]]></content:encoded>
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