Sarah Bauerle Danzman
@sarahbauerled.bsky.social
Associate Professor, Hamilton Lugar School at Indiana University/ Senior Fellow, Atlantic Council/Scholarly research, writing, teaching, & policy analysis at the intersection of national security & international political economy/ CFIUS&Tech Controls
Always a good use of time to read @hbanai.bsky.social , especially when he’s writing about Iran. Clear, incisive analysis of why the U.S. and Israeli goals in this war of choice are incompatible.
Foreign Affairs@foreignaffairs.com · 4mo agoWhen it comes to Iran, the United States and Israel are pulling in different directions, writes Hussein Banai. And this gap between the two partners’ goals has convinced Tehran “that its enemies’ partnership will not hold, with or without a cease-fire.”
A 70% brokerage fee seems akin to extortion: www.nytimes.com/2026/03/13/b...
TikTok Investors Set to Pay $10 Billion Fee to Trump Administration
nytimes.com
Gulf State sovereign wealth funds are reportedly contributing $24 billion in cash toward the Ellison’s acquisition of Time Warner. It will be interesting to see if/how the war affects the status of these funds.
Greenland is rushing to create investment screening mechanism to block U.S. investors from buying up real estate: www.globalbankingandfinance.com/wary-us-inve...
Wary of US investors, Greenland lawmakers push to pass foreign investment screening law
COPENHAGEN, Feb 26 (Reuters) - A surge in property interest from U.S. buyers in Nuuk early last year prompted lawmakers to rush through curbs on...
globalbankingandfinance.com
Hoosiers beat Oregon 72-65 in a thrilling ending on senior day.
It's almost like we overlearned the lesson of dollar hegemony because we don't understand how network topography works - www.ft.com/content/8017...
Can someone please explain to my why France is hovering up so much cross-border data center investment?
Noah is correct here. The ACI was first developed as a response to Trump 1.0. The timing of its passage gave the impression that it was a response to China’s economic coercion attempts of Lithuania. However, we all know EU can’t push through regs that fast!
Noah Barkin@noahbarkin.bsky.social · 6mo agoThe Economist gets this wrong. The EU began work on the ACI because of Trump 1.0: “The EU had designed the ‘trade bazooka’ to intimidate bullying foes, with China in mind. Instead, the first target may end up being a country Europeans once thought of as a friend” economist.com/europe/2026/...
Already some excellent submissions in for #PEADS2026 from May 22-23 at Georgetown University McCourt School of Public Policy. Don't have yours in yet? Don't worry there's still time - deadline January 30th! Please "re-sky" to spread the word!
COSCO attempting to buy up an inland transport logistics company in Germany. Watching with interest: trans.info/en/cosco-ham...
COSCO plans takeover of Hamburg hinterland logistics company
COSCO plans takeover of Hamburg hinterland logistics company
trans.info
Do not accept the foundational lie of the dictator. Do not accept that he and his agents have the right to exact violent repression on citizens. Embrace the idea that the state exists to serve its citizens, not the other way around.
Charlotte Clymer@charlotteclymer.bsky.social · 7mo ago“I understand that VP Vance believes shooting a young mother of three in the face three times is an acceptable America that he wants to live in, and I do not. That is a fundamental difference between VP Vance and I. I do not believe that the American people should be assassinated in the street.”
Japan might be amending it's investment screening mechanism to develop a CFIUS-style inter-agency review structure: www3.nhk.or.jp/nhkworld/en/...
Japan govt. panel urges tighter foreign investment screening | NHK WORLD-JAPAN News
A Japanese Finance Ministry panel has recommended a legal revision to tighten screening of inward foreign investments. The panel says the amendment is needed to adapt to a change in the security envir...
www3.nhk.or.jp
I know everyone is talking about Venezuela (as they should), but also, the Trump Administration used CFIUS authorities to require another Chinese investor to divest from a semiconductor company: home.treasury.gov/news/press-r...
Statement on the President’s Decision Ordering the Divestment of Interests in Certain Assets of EMCORE Corporation by HieFo Corporation
WASHINGTON — Today, President Trump published an order ordering the divestment by HieFo Corporation (“HieFo”), a Delaware corporation and foreign person of certain assets of EMCORE Corporation (“EMCORE”), a New Jersey corporation. The assets that were the subject of the transaction comprised EMCORE’s digital chips and related wafer design, fabrication, and processing business, including a semiconductor manufacturing facility (the “EMCORE Digital Chips Business”). The Committee on Foreign Investment in the United States (“CFIUS” or the “Committee”) reviewed and investigated this transaction pursuant to Section 721 of the Defense Production Act of 1950, as amended (“Section 721”). CFIUS identified a national security risk arising from the transaction relating to potential access to EMCORE’s intellectual property, proprietary know-how, and expertise and to the potential diversion of supply of indium phosphide chips manufactured by the EMCORE Digital Chips Business away from the United States. To address this risk, the President’s order directs HieFo to divest all interests and rights in the EMCORE Digital Chips Business. HieFo did not file the transaction with CFIUS until after CFIUS’s non-notified team investigated the transaction. CFIUS’s non-notified function has been enhanced by authorities provided by Congress in FIRRMA and ongoing appropriations to support the Committee’s ability to identify and review non-notified transactions. Parties to transactions should carefully consider whether or not any transaction they may be undertaking may be subject to CFIUS jurisdiction, including whether or not the transaction has a potential nexus to U.S. national security. The CFIUS process focuses exclusively on identifying and addressing national security risks arising from a covered transaction. CFIUS's risk analysis involves consideration of the potential threat, vulnerability, and consequence of any given transaction. CFIUS reviews each transaction on a case-by-case basis and considers the specific facts and circumstances relating to that transaction. As such, the disposition of each CFIUS case is reflective only of CFIUS’s analysis of that specific transaction and not indicative of a general position on the transaction parties, countries, or industries involved. CFIUS’s mandate to conduct case-by-case reviews is reflective of the U.S. Government’s commitment to maintaining its open investment policy while protecting U.S. national security. View a copy of the President’s order. ABOUT CFIUS CFIUS is an interagency committee authorized to review certain transactions involving foreign investment in the United States and certain real estate transactions by foreign persons, in order to determine the effect of such transactions on the national security of the United States. CFIUS is chaired by the Secretary of the Treasury and includes as members the Secretaries of State, Defense, Commerce, Energy, and Homeland Security, the Attorney General, the Director of the White House Office of Science and Technology Policy, and the U.S. Trade Representative. The Director of National Intelligence and the Secretary of Labor participate as non-voting, ex-officio members, and the Secretary of the Department of Agriculture is a member when a case involves elements of the agricultural industrial base that have implications for food security. Treasury’s Office of Investment Security leads CFIUS’s efforts to identify transactions where no voluntary notice has been filed under section 721 of the Defense Production Act of 1950, as amended. If CFIUS determines that a non-notified transaction may be a covered transaction or covered real estate transaction and may raise national security considerations, the Committee may contact the transaction parties and request a CFIUS filing. Members of the public may contact Treasury with any tips, referrals, or voluntary self-disclosures at CFIUS.tips@treasury.gov. ####
home.treasury.gov
“The humanities are always in crisis. I no longer believe this is an institutional matter – it’s in the nature of intellectual life, or of thought itself. Thinking is always in crisis.”
What is striking about this graph is how little consumption contributed to growth in 2025 and how much decline in imports did. Consumption grew in q4, but for the year was lack luster. Additionally, the top 10% account for 50% consumption. This indicates substantial structural weakness
Joey Politano🏳️🌈@josephpolitano.bsky.social · 8mo agoNEW: US Real GDP came in at a 4.3% annualized growth rate in Q3 2025. Consumption & government output increased, investment declined slightly (mostly due to inventory drawdowns), & the trade deficit shrank Nominal GDP growth (unadjusted for inflation) came in at 8.2% annualized
Good to see the Trump administration waking up to the importance of battery supply chain integrity www.nytimes.com/2025/12/23/c...
The Pentagon and A.I. Giants Have a Weakness. Both Need China’s Batteries, Badly.
nytimes.com
Always love contributing to Atlantic Council's By the Numbers Series. Thanks to Josh Lipsky and Kimberly Donovan's steady leadership through disorienting times. And to the amazing staff & NRSF at the center. I am fortunate to work with and learn from you all: www.atlanticcouncil.org/dispatches/b...
By the numbers: The global economy in 2025
Our GeoEconomics Center experts break down the numbers and data points that defined the global economy in 2025.
atlanticcouncil.org
I’m not sure this framing is entirely fair, but it is certainly true that CFIUS provides the executive with enormous discretion, which can be used for legitimate public interest or for cronyism. And, again, the least corrupt divestment pathway was an IPO rather than brokered sale.
Drew Harwell@drewharwell.com · 8mo agoImportant to remember that the TikTok deal, which delivered the app into the hands of pro-Trump billionaires, was only made possible by President Biden and the Democrats. www.washingtonpost.com/technology/2...
I'm calling it - favorite album of 2025 is Bleeds by Wednesday. Here's a taste: open.spotify.com/track/5ksAxc...
Phish Pepsi
open.spotify.com
Is this the final chapter in the TikTok saga? What valuation does the deal put TikTok USA at? What are the data safeguards? How will owners manage the algorithm? I’m a broken record, but divestment should have happened through IPO. www.hollywoodreporter.com/business/dig...
TikTok U.S. Deal to Close Next Month: Oracle and Silver Lake Confirmed in Buyer Consortium
Abu Dhabi's state investment fund will also be a managing investor.
hollywoodreporter.com
a woman is covering her mouth with her hand in a field .
Alt: Katniss Everdeen in a field giving a salute to the cameras.
media.tenor.com
FactPost@factpostnews.bsky.social · 8mo agoTrump announces an "unprecedented four-day athletic event" with "one young man and one young woman from each state and territory"
Outbound investment program now based in law (rather than EO). Analysis forthcoming (must finish grading first).
“it's vastly, vastly easier to destroy an institution than to create it” dailytarheel.com/article/univ...
UNC cuts all six area studies research centers, effective 2026
As part of the University's plan to make $70 million in budget cuts across the institution, Vice Chancellor for Finance and Operations Nate Knuffman projected that cutting 14 centers and institutes in...
dailytarheel.com
This should be the biggest story in the country right now. The sitting US President was extorting state lawmakers from his own party by threatening to withhold public money if they didn’t gerrymander for him. I don’t know how else to say it…
Will be watching how the Damocles hammer of CFIUS review affects the Netflix v Paramount war for Warner Bros: deadline.com/2025/12/demo...
Democratic Lawmakers Warn Warner Bros. Discovery Of National Security Concerns In Paramount Bid Because Of Saudi And Other Foreign Investors
The two House members said that the transaction should undergo a Committee on Foreign Investment review.
deadline.com
#EU #investmentscreening regulation about to be updated, will likely either encourage or require member states screen #greenfield, a major step up in coverage: www.fdiintelligence.com/content/041f...
Countdown to new EU FDI regulation enters final stretch
No commission veto powers, but rules on greenfield and critical sectors are ‘open game’
fdiintelligence.com
The news that the Trump administration is allowing #Nvidia chips to China is another indication that the deal makers are winning against the China Hawks. I anticipated this in my recent JIEL article, where a focus on tech competition is giving way to expansionary mercantilism/domination.
