View profile

Mind the CHIPS - MMM #31

Thomas Konings
Thomas Konings
Hi there,
This week was moving week for me as I made my way back to the Netherlands. It was good to spend some time with family again, while also finishing up the last essay for the LSE MSc in Management.
Today will be a bit different, with more focus on a larger news story, Pelosi’s visit to Taiwan and the Chinese response. It comes at a time when the US has just passed the CHIPS act, which makes it look like an integrated strategy.
📃 In this Monday Morning Mashup:
  • ⭐Highlight: Mind the CHIPS
  • 🌐Web: Europe’s Train Strategy
  • 👔 Business: Energy in Europe
Have a great week!

⭐Highlight: Mind the CHIPS
The US passed the CHIPS Act this week, a monumental piece of legislation with bipartisan support that aims to rejuvenate US industrial production of semiconductors.
An excellent analysis of the economics & strategy behind CHIPS
Articles detailing the events
Pelosi expected to visit Taiwan, Taiwanese and US officials say - CNNPolitics
🌐Web: Europe's Train Strategy
A video I came across this week by Wendover productions details the issues with European railways. It goes into detail comparing the economics of air travel with rail travel on the continent and gives an interesting insight into the EU’s strategy to open up the market for competition.
A problem that remains? Cross border rail routes are often very inefficient (not direct enough) and more direct routes are only possible through direct EU involvement (which is politically sensitive).
👔 Business: Energy in Europe
For the economists in the room: IMF tells Europe to watch out for price controls and instead let consumers pay more for energy, only helping out those who absolutely can’t.
Why? Incentives. The continent is desperately trying to minimize energy usage and the best way to do that is to incentivizes energy users to minimize their usage.
A more controversial suggestion: levying extra taxes on the profits of energy companies to pay for it all.
IMF tells Europe to let consumers bear the brunt of higher bills to encourage energy saving
Have a great week!
Did you enjoy this issue? Yes No
Thomas Konings
Thomas Konings @tkon99

Every Monday morning I will send you an email with things I discovered during the week that I found helpful. Ranging from interesting theories to practical Excel tips and insightful articles I read, this newsletter will make your Monday a little bit better for sure!

In order to unsubscribe, click here.
If you were forwarded this newsletter and you like it, you can subscribe here.
Created with Revue by Twitter.
50 Crispin St., E1 6HQ, London, United Kingdom