Geoeconomic Fragmentation

A seminar on the growing fragmentation of the global economy. The course explores how the rise of geoeconomics—marked by the proliferation of sanctions, tariffs, export controls, and industrial policies—is reshaping the global financial system, energy markets, supply chains, and technology industry. Topics include dedollarization and digital currencies, the bifurcation of the global oil market, China’s dominance of critical minerals and clean-energy supply chains, and the race for leadership in artificial intelligence. The course also examines alternative futures for the world economic order as the era of globalization gives way to something new.