Ulrich Speck
@ulrichspeck.bsky.social
Foreign policy analyst and writer. Weekly analysis for NZZ. Ex: Carnegie Brussels, Transatlantic Academy Washington, GMF Berlin, RFE/RL Prague; PhD in history. Bylines: NYT, FT, Moscow Times, Foreign Policy, Int Politik ...
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Ulrich Speck
@ulrichspeck.bsky.social
· Sep 14
Powerplay. Notes on geopolitics by Ulrich Speck | Substack
Notes on geopolitics. Click to read Powerplay. Notes on geopolitics by Ulrich Speck, a Substack publication.
ulrichspeck.substack.com
My new publication: "Powerplay. Notes on geopolitics." I provide a weekly overview of what I consider important developments, interesting comments, and analysis. From now on every Sunday. Feel free to subscribe. ulrichspeck.substack.com
Latest edition of my Geopolitical Notes just out. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notes 8/2025
A weekly briefing on strategic competition -- from a European viewpoint
ulrichspeck.substack.com
November 2, 2025 at 5:41 PM
Latest edition of my Geopolitical Notes just out. ulrichspeck.substack.com/p/geopolitic...
My latest Geopolitical Notes. Read for free ulrichspeck.substack.com/p/geopolitic...
Geopolitical notes 7/2025
A weekly briefing on strategic competition -- from a European viewpoint
ulrichspeck.substack.com
October 25, 2025 at 12:10 PM
My latest Geopolitical Notes. Read for free ulrichspeck.substack.com/p/geopolitic...
Ukraine diplomacy, the Russian threat, and China's rare earth challenge -- main topics in my latest Geopolitical Notes Briefing. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notes 6/2025
A weekly briefing on strategic competition -- from a European viewpoint
ulrichspeck.substack.com
October 19, 2025 at 10:29 AM
Ukraine diplomacy, the Russian threat, and China's rare earth challenge -- main topics in my latest Geopolitical Notes Briefing. ulrichspeck.substack.com/p/geopolitic...
Reposted by Ulrich Speck
Very good newsletter. Good list of arguments for why it's clear that time is not on Russia's side, that Russia is losing the war.
Just published: New edition of my Geopolitical notes. Subscribe for free. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notes 4/2025
A weekly briefing on strategic competition
ulrichspeck.substack.com
October 13, 2025 at 6:26 AM
Very good newsletter. Good list of arguments for why it's clear that time is not on Russia's side, that Russia is losing the war.
Reposted by Ulrich Speck
Just published -- new edition of my "Geopolitical notes. A weekly briefing on strategic competition -- from a European viewpoint". Sign up for free.
ulrichspeck.substack.com/p/geopolitic...
ulrichspeck.substack.com/p/geopolitic...
Geopolitical notes 5/2025
A weekly briefing on strategic competition -- from a European viewpoint
ulrichspeck.substack.com
October 12, 2025 at 9:12 AM
Just published -- new edition of my "Geopolitical notes. A weekly briefing on strategic competition -- from a European viewpoint". Sign up for free.
ulrichspeck.substack.com/p/geopolitic...
ulrichspeck.substack.com/p/geopolitic...
Just published -- new edition of my "Geopolitical notes. A weekly briefing on strategic competition -- from a European viewpoint". Sign up for free.
ulrichspeck.substack.com/p/geopolitic...
ulrichspeck.substack.com/p/geopolitic...
Geopolitical notes 5/2025
A weekly briefing on strategic competition -- from a European viewpoint
ulrichspeck.substack.com
October 12, 2025 at 9:12 AM
Just published -- new edition of my "Geopolitical notes. A weekly briefing on strategic competition -- from a European viewpoint". Sign up for free.
ulrichspeck.substack.com/p/geopolitic...
ulrichspeck.substack.com/p/geopolitic...
Just published: New edition of my Geopolitical notes. Subscribe for free. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notes 4/2025
A weekly briefing on strategic competition
ulrichspeck.substack.com
October 5, 2025 at 7:52 AM
Just published: New edition of my Geopolitical notes. Subscribe for free. ulrichspeck.substack.com/p/geopolitic...
My new publication: "Powerplay. Notes on geopolitics." I provide a weekly overview of what I consider important developments, interesting comments, and analysis. From now on every Sunday. Feel free to subscribe. ulrichspeck.substack.com
Powerplay. Notes on geopolitics by Ulrich Speck | Substack
Notes on geopolitics. Click to read Powerplay. Notes on geopolitics by Ulrich Speck, a Substack publication.
ulrichspeck.substack.com
September 29, 2025 at 5:56 AM
Just published: Latest edition of my Geopolitical Notes. You can sign up for free. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notes 3/2025
A weekly briefing on strategic competition
ulrichspeck.substack.com
September 28, 2025 at 2:06 PM
Reposted by Ulrich Speck
Just published: Latest edition of my Geopolitical Notes. You can sign up for free. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notes 3/2025
A weekly briefing on strategic competition
ulrichspeck.substack.com
September 28, 2025 at 9:03 AM
Just published: Latest edition of my Geopolitical Notes. You can sign up for free. ulrichspeck.substack.com/p/geopolitic...
Just published: Latest edition of my Geopolitical Notes. You can sign up for free. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notes 3/2025
A weekly briefing on strategic competition
ulrichspeck.substack.com
September 28, 2025 at 9:03 AM
Just published: Latest edition of my Geopolitical Notes. You can sign up for free. ulrichspeck.substack.com/p/geopolitic...
My latest "Geopolitical notebook" is out. It's free to read and subscribe. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notebook, 15.-21. September
Putin moves to the next level: provocations against Nato. After the incursion into the Polish airspace, now a violation of the Estonian border: Three Russian fighter jets entered the Estonian airspace...
ulrichspeck.substack.com
September 22, 2025 at 8:48 AM
My latest "Geopolitical notebook" is out. It's free to read and subscribe. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notebook, 15.-21. September
Putin moves to the next level: provocations against Nato. After the incursion into the Polish airspace, now a violation of the Estonian border: Three Russian fighter jets entered the Estonian airspace...
ulrichspeck.substack.com
September 21, 2025 at 3:12 PM
Reposted by Ulrich Speck
My latest "Geopolitical notebook" is out. It's free to read and subscribe. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notebook, 15.-21. September
Putin moves to the next level: provocations against Nato. After the incursion into the Polish airspace, now a violation of the Estonian border: Three Russian fighter jets entered the Estonian airspace...
ulrichspeck.substack.com
September 21, 2025 at 10:05 AM
My latest "Geopolitical notebook" is out. It's free to read and subscribe. ulrichspeck.substack.com/p/geopolitic...
My latest "Geopolitical notebook" is out. It's free to read and subscribe. ulrichspeck.substack.com/p/geopolitic...
Geopolitical notebook, 15.-21. September
Putin moves to the next level: provocations against Nato. After the incursion into the Polish airspace, now a violation of the Estonian border: Three Russian fighter jets entered the Estonian airspace...
ulrichspeck.substack.com
September 21, 2025 at 10:05 AM
My latest "Geopolitical notebook" is out. It's free to read and subscribe. ulrichspeck.substack.com/p/geopolitic...
Reposted by Ulrich Speck
New substack from @ulrichspeck.bsky.social (Powerplay) will provide his analysis on geopolitical developments. ulrichspeck.substack.com
Powerplay. Notes on geopolitics by Ulrich Speck | Substack
Notes on geopolitics. Click to read Powerplay. Notes on geopolitics by Ulrich Speck, a Substack publication.
ulrichspeck.substack.com
September 15, 2025 at 4:27 PM
New substack from @ulrichspeck.bsky.social (Powerplay) will provide his analysis on geopolitical developments. ulrichspeck.substack.com
Reposted by Ulrich Speck
My new publication: "Powerplay. Notes on geopolitics." I provide a weekly overview of what I consider important developments, interesting comments, and analysis. From now on every Sunday. Feel free to subscribe. ulrichspeck.substack.com
Powerplay. Notes on geopolitics by Ulrich Speck | Substack
Notes on geopolitics. Click to read Powerplay. Notes on geopolitics by Ulrich Speck, a Substack publication.
ulrichspeck.substack.com
September 14, 2025 at 6:25 PM
My new publication: "Powerplay. Notes on geopolitics." I provide a weekly overview of what I consider important developments, interesting comments, and analysis. From now on every Sunday. Feel free to subscribe. ulrichspeck.substack.com
My new publication: "Powerplay. Notes on geopolitics." I provide a weekly overview of what I consider important developments, interesting comments, and analysis. From now on every Sunday. Feel free to subscribe. ulrichspeck.substack.com
Powerplay. Notes on geopolitics by Ulrich Speck | Substack
Notes on geopolitics. Click to read Powerplay. Notes on geopolitics by Ulrich Speck, a Substack publication.
ulrichspeck.substack.com
September 14, 2025 at 6:25 PM
My new publication: "Powerplay. Notes on geopolitics." I provide a weekly overview of what I consider important developments, interesting comments, and analysis. From now on every Sunday. Feel free to subscribe. ulrichspeck.substack.com
Reposted by Ulrich Speck
I took the liberty of creating an alternative cover for the report, with my co-author as a hussar of the Lithuanian-Polish Commonwealth and yrs truly as an Estonian peasant from Halliste Parish in South Estonia, standing on the cliffs on the Gulf of Estonia/ (or Finland). @kaikaarelson.bsky.social
May 16, 2025 at 2:15 PM
I took the liberty of creating an alternative cover for the report, with my co-author as a hussar of the Lithuanian-Polish Commonwealth and yrs truly as an Estonian peasant from Halliste Parish in South Estonia, standing on the cliffs on the Gulf of Estonia/ (or Finland). @kaikaarelson.bsky.social
Reposted by Ulrich Speck
Commission finds TikTok does not provide the necessary information about the content of the advertisements, the users targeted by the ads, and who paid for the advertisements.
Could be fined 6% of global revenue
ec.europa.eu/commission/p...
Could be fined 6% of global revenue
ec.europa.eu/commission/p...
Commission preliminarily finds TikTok\'s ad repository in breach of the Digital Services Act
Today, the Commission has informed TikTok of its preliminary view that the company does not fulfil the Digital Services Act (DSA)\'s obligation to publish an advertisement repository.
ec.europa.eu
May 15, 2025 at 12:04 PM
Commission finds TikTok does not provide the necessary information about the content of the advertisements, the users targeted by the ads, and who paid for the advertisements.
Could be fined 6% of global revenue
ec.europa.eu/commission/p...
Could be fined 6% of global revenue
ec.europa.eu/commission/p...
Reposted by Ulrich Speck
“Overcapacity is a feature not a bug in the Chinese model of techno-industrial upgrade through relentless manufacturing scaling
“To mitigate US tariffs, China needs Europe to absorb more Chinese goods while Europe wants China to export less and import more.. Their aims are diametrically opposed”
“To mitigate US tariffs, China needs Europe to absorb more Chinese goods while Europe wants China to export less and import more.. Their aims are diametrically opposed”
May 16, 2025 at 4:45 AM
“Overcapacity is a feature not a bug in the Chinese model of techno-industrial upgrade through relentless manufacturing scaling
“To mitigate US tariffs, China needs Europe to absorb more Chinese goods while Europe wants China to export less and import more.. Their aims are diametrically opposed”
“To mitigate US tariffs, China needs Europe to absorb more Chinese goods while Europe wants China to export less and import more.. Their aims are diametrically opposed”
Reposted by Ulrich Speck
Xi’s visit to Moscow this week is a usefully-timed reminder to European policymakers of the hard ceiling on China-Europe relations in the coming years. My @gmfus.bsky.social colleagues put a neat little video together laying it out... More here: www.linkedin.com/posts/andrew...
🇨🇳🇷🇺 President Xi is in Moscow this week, demonstrating his deepening ties with President Putin.
What are the security implications of Russia & China’s closer relationship, and what questions do European leaders face? GMF Senior Fellow @ajwsmall.bsky.social answers. www.youtube.com/shorts/hSqo1...
What are the security implications of Russia & China’s closer relationship, and what questions do European leaders face? GMF Senior Fellow @ajwsmall.bsky.social answers. www.youtube.com/shorts/hSqo1...
Putin and Xi's Deepening Ties
YouTube video by The German Marshall Fund of the United States
www.youtube.com
May 9, 2025 at 11:17 AM
Xi’s visit to Moscow this week is a usefully-timed reminder to European policymakers of the hard ceiling on China-Europe relations in the coming years. My @gmfus.bsky.social colleagues put a neat little video together laying it out... More here: www.linkedin.com/posts/andrew...
Es könnte sein, dass wir in Deutschland mit Merz endlich nicht mehr vorwiegend nur diskutieren, OB das Land international eine wichtige Rolle spielen soll, sondern WIE es dies tun kann: was in konkreten Bereichen zu tun ist. Das wäre ein großer Schritt nach vorne.
May 7, 2025 at 5:30 AM
Es könnte sein, dass wir in Deutschland mit Merz endlich nicht mehr vorwiegend nur diskutieren, OB das Land international eine wichtige Rolle spielen soll, sondern WIE es dies tun kann: was in konkreten Bereichen zu tun ist. Das wäre ein großer Schritt nach vorne.
Kiesinger, Brandt, Schmidt, Kohl, Schröder, Merkel, Scholz waren Ministerpräsidenten oder Minister, bevor sie Bundeskanzler wurden. Parteisoldaten. Merz ist Quereinsteiger, Politik-Unternehmer. Eine Chance in einer Zeit der Disruption, in der es um Umbau und Neubegründung geht.
May 6, 2025 at 7:26 AM
Kiesinger, Brandt, Schmidt, Kohl, Schröder, Merkel, Scholz waren Ministerpräsidenten oder Minister, bevor sie Bundeskanzler wurden. Parteisoldaten. Merz ist Quereinsteiger, Politik-Unternehmer. Eine Chance in einer Zeit der Disruption, in der es um Umbau und Neubegründung geht.
Kanzler-Abschied: Scholz wird als der entscheidende Bremser bei der Ukraine-Unterstützung in die Geschichte eingehen. Hätte er mehr getan, würde die Ukraine heute besser dastehen. Russlands Imperialismus wäre auf dem Rückzug, Trump würde Europas Sicherheit weniger dominieren.
May 5, 2025 at 7:20 AM
Kanzler-Abschied: Scholz wird als der entscheidende Bremser bei der Ukraine-Unterstützung in die Geschichte eingehen. Hätte er mehr getan, würde die Ukraine heute besser dastehen. Russlands Imperialismus wäre auf dem Rückzug, Trump würde Europas Sicherheit weniger dominieren.