The 2024 edition of the AIG Global Trade Series explores the theme of ‘Back to the Future: A New Era of Managed Trade?’

Both the digital transition and decarbonisation ambitions have heightened demand for specialty metals, including nickel and lithium for electric vehicles and rare earths for advanced microelectronics. But as advanced economies’ access to these metals is becoming increasing critical, supply security concerns are increasing: production of critical metals is concentrated in a small number of locations, while geopolitical tensions are rising.

The race to produce and acquire these minerals is boosting investment in Asia-Pacific, changing the relationship between the region and the global economy. Focusing on Indonesia and Australia, what role do producer countries play in the global supply chain for critical metals? How are these countries responding to economic and geopolitical and sustainability pressures? And how are countries in the region handling growing pressures towards fragmentation seen elsewhere in the advanced technologies global supply chain?

Panellists:
Professor Ian Satchwell, Adjunct Professor, Sustainable Minerals Institute, The University of Queensland
Dr Alloysius Joko Purwanto, Energy Economist, ERIA

Moderator:
Dr Rem Korteweg, Senior Research Fellow, Clingendael Institute

This podcast episode was recorded on 2 October 2024.

Related content from GTS Contributors:

Report | Reclaiming Leadership: Australia and the global critical minerals race

Report | Policies and Infrastructure Development for the Wider Penetration of xEVs in ASEAN Countries – Phase II

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The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade:

the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); CITD - the Center on Inclusive Trade and Development at Georgetown University Law Center (US); the Clingendael Institute (The Netherlands); Elcano Royal Institute (Spain); ERIA – the Economic Research Institute for ASEAN and East Asia (Indonesia); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).

The views and opinions expressed in this podcast series are those of the speakers and do not reflect the views, policy or position of American International Group Inc, or its subsidiaries or affiliates (AIG). Any content provided by the speakers in this podcase series is their opinion, and is not intended to malign any religion, ethnic group, club, organization, company, individual or group of individuals or anyone or anything. AIG makes no warranty or representations as to the accuracy, completeness, correctness or validity of any information provided during this podcast series, and AIG will not be liable for any errors, inaccuracies or omissions in the information provided during this podcast series or any damages, losses, liabilities, injuries resulting from or arising from the Podcast including your use of the Podcast.

The 2024 edition of the AIG Global Trade Series explores the theme of ‘Back to the Future: A New Era of Managed Trade?’

Digitally delivered services have experienced a four-fold increase in value since 2005 and now account for a significant share of all services exports. At a time of growing concern about the slowdown in global trade in goods, the boom in digital services trade is a comparative bright spot.

But does this perception fully align with the reality? Are the pressures on the global trade system - such as geopolitics, the risk of trade fragmentation and non-tariff measures - really less disruptive of digital services trade than they are of trade in goods? How could the WTO help promote and protect digital trade and harmonise regulatory approaches to digital services? And what does a growth in digital services mean for development and inclusion?

Panellists:
Richard Baldwin, Professor of International Economics, IMD Business School

Jennifer Hillman, Professor of Practice, Georgetown University Law Center; Co-Director, Center for Inclusive Trade and Development (CITD)

Emily Jones, Director of the Global Economic Governance programme, Blavatnik School of Government, University of Oxford
Jane Drake-Brockman, Executive Director, Australian Services Institute

Moderator:
Rem Korteweg, Senior Research Fellow, Clingendael Institute

This podcast episode was recorded on 12 September 2024.

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The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade:

the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); CITD - the Center on Inclusive Trade and Development at Georgetown University Law Center (US); the Clingendael Institute (The Netherlands); Elcano Royal Institute (Spain); ERIA – the Economic Research Institute for ASEAN and East Asia (Indonesia); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).

The 2024 edition of the AIG Global Trade Series explores the theme of ‘Back to the Future: A New Era of Managed Trade?’

While the BJP fell short of an overall majority in India’s recent parliamentary elections, Prime Minister Narendra Modi is set for a third consecutive term – but this time as part of a coalition government. This is uncharted territory for the world's most populous country.

How might this new political constellation affect India's economic and geopolitical decision-making? What are the potential implications for India's trade policy and its positioning between the US and China, both of whom see it as a necessary partner? Lastly, what does the new political environment in Delhi mean for India's attractiveness as a destination for companies and investors looking to de-risk from China?

Panelists:
Manjari Chatterjee Miller, Senior Fellow for India, Pakistan, and South Asia, Council on Foreign Relations
Neha Mishra, Assistant Professor, International law, Geneva Graduate Institute

Moderator: Rem Korteweg, Senior Research Fellow, Clingendael Institute

This podcast episode was recorded on 24 June 2024.

Related content from GTS Contributors:

Book | Why Nations Rise: Narratives and the Path to Great Power
Book | Wronged by Empire, Post Imperial Ideology and Foreign Policy in India and China
Paper | International Trade Law Meets Data Ethics: A Brave New World
Paper | Data at the Docks: Modernising International Trade Law for the Digital Economy

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The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade: the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); CITD - the Center on Inclusive Trade and Development at Georgetown University Law Center (US); the Clingendael Institute (The Netherlands); Elcano Royal Institute (Spain); ERIA – the Economic Research Institute for ASEAN and East Asia (Indonesia); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).

The views and opinions expressed in this podcast series are those of the speakers and do not reflect the views, policy or position of American International Group Inc, or its subsidiaries or affiliates (AIG). Any content provided by the speakers in this podcase series is their opinion, and is not intended to malign any religion, ethnic group, club, organization, company, individual or group of individuals or anyone or anything. AIG makes no warranty or representations as to the accuracy, completeness, correctness or validity of any information provided during this podcast series, and AIG will not be liable for any errors, inaccuracies or omissions in the information provided during this podcast series or any damages, losses, liabilities, injuries resulting from or arising from the Podcast including your use of the Podcast.

Panellists:
Scott Kennedy, Senior Advisor and Trustee Chair in Chinese Business and Economics, CSIS (Center for Strategic & International Studies)
Wendy Cutler, Vice President and Managing Director, Washington, D.C. Office, ASPI (Asia Society Policy Institute)

Moderator:
Rem Korteweg, Senior Research Fellow, Clingendael Institute

This podcast episode was recorded on 24 May 2024.

The 2024 edition of the AIG Global Trade Series explores the theme of ‘Back to the Future: A New Era of Managed Trade?’

Amid rising concern about the effect of China’s industrial overcapacity on global markets, the US has adopted tariff measures intended to address China's trade practices and industrial policy in several strategic sectors, notably electric vehicles (EVs). In retaliation for what Beijing sees as US protectionism, China is moving ahead with tariffs on US imports, including cars. Move and counter-move have propelled the issue of EVs to the centre of US-China trade relations.

What are the political, economic and technological dynamics of the competition between Washington and Beijing over EVs? Where does the EV issue feature in the US-China dialogue on climate action? And is the sparring between Washington and Beijing on EVs a harbinger of escalation in their trade relations more broadly?

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The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade:

the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); CITD - the Center on Inclusive Trade and Development at Georgetown University Law Center (US); the Clingendael Institute (The Netherlands); Elcano Royal Institute (Spain); ERIA – the Economic Research Institute for ASEAN and East Asia (Indonesia); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).

The views and opinions expressed in this podcast series are those of the speakers and do not reflect the views, policy or position of American International Group Inc, or its subsidiaries or affiliates (AIG). Any content provided by the speakers in this podcase series is their opinion, and is not intended to malign any religion, ethnic group, club, organization, company, individual or group of individuals or anyone or anything. AIG makes no warranty or representations as to the accuracy, completeness, correctness or validity of any information provided during this podcast series, and AIG will not be liable for any errors, inaccuracies or omissions in the information provided during this podcast series or any damages, losses, liabilities, injuries resulting from or arising from the Podcast including your use of the Podcast.

Panellists:
Victor do Prado, Senior Fellow, Brazilian Center for International Relations – CEBRI

Shannon O'Neil, Vice President of Studies, and Nelson and David Rockefeller Senior Fellow for Latin America Studies, Council on Foreign Relations

Moderator: Rem Korteweg, Senior Research Fellow, Clingendael Institute

This podcast episode was recorded on 4 April 2024.

The 2024 edition of the AIG Global Trade Series explores the theme of ‘Back to the Future: A New Era of Managed Trade?’

With geopolitics, concerns for economic security and ambitious industrial policies creating new trading patterns and dependencies, global value chains are being reshaped. This fluid new landscape of global trade presents both opportunities and challenges for two of Latin America’s strongest economies: Mexico and Brazil.

What are the main factors driving the integration of Mexico and Brazil in global value chains? How has the Biden Administration’s industrial strategy impacted Mexico and how is Brazil leveraging its relationship with China, its major source of FDI? What role is trade playing in the industrial development of both countries? And what does the experience of Mexico and Brazil tell us about the place of Latin America in the global economy?

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The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade: the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); the Clingendael Institute (The Netherlands); Elcano Royal Institute (Spain); ERIA – the Economic Research Institute for ASEAN and East Asia (Indonesia); IIEL - the Institute of International Economic Law at Georgetown University Law Center (US); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).

The views and opinions expressed in this podcast series are those of the speakers and do not reflect the views, policy or position of American International Group Inc, or its subsidiaries or affiliates (AIG). Any content provided by the speakers in this podcase series is their opinion, and is not intended to malign any religion, ethnic group, club, organization, company, individual or group of individuals or anyone or anything. AIG makes no warranty or representations as to the accuracy, completeness, correctness or validity of any information provided during this podcast series, and AIG will not be liable for any errors, inaccuracies or omissions in the information provided during this podcast series or any damages, losses, liabilities, injuries resulting from or arising from the Podcast including your use of the Podcast.

The 2024 edition of the AIG Global Trade Series explores the theme of ‘Back to the Future: A New Era of Managed Trade?’

This special episode, recorded live at Chatham House on the eve of their 2024 Global Trade Conference, considers the potential repercussions on trade of the upcoming US and UK elections.

In the UK, current polling suggests that the Labour Party of Sir Keir Starmer is heading for victory whenever the election is called. Across the Atlantic, Joe Biden and Donald Trump are set for the first rematch in an American presidential election for 70 years.

What do the various potential election outcomes mean for British and American trade policy? And what might they mean for global trade?

Panellists:
Creon Butler, Director, Global Economy and Finance Programme, Chatham House

Jennifer Hillman, Professor, IIEL at Georgetown Law; Co-Director of The Center on Inclusive Trade and Development, Georgetown Law

Moderator:
Rem Korteweg, Senior Research Fellow, Clingendael Institute

This podcast episode was recorded on 7 March 2024.
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The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade: the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); the Clingendael Institute (The Netherlands); Elcano Royal Institute (Spain); ERIA – the Economic Research Institute for ASEAN and East Asia (Indonesia); IIEL - the Institute of International Economic Law at Georgetown University Law Center (US); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).

The views and opinions expressed in this podcast series are those of the speakers and do not reflect the views, policy or position of American International Group Inc, or its subsidiaries or affiliates (AIG). Any content provided by the speakers in this podcase series is their opinion, and is not intended to malign any religion, ethnic group, club, organization, company, individual or group of individuals or anyone or anything. AIG makes no warranty or representations as to the accuracy, completeness, correctness or validity of any information provided during this podcast series, and AIG will not be liable for any errors, inaccuracies or omissions in the information provided during this podcast series or any damages, losses, liabilities, injuries resulting from or arising from the Podcast including your use of the Podcast.