Europe

When Digitization Becomes Dependency: How AI Infrastructure Is Redrawing the Sovereign Risk Map

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On April 15, 2026, Mihnea Constantinescu, Deputy Governor of the National Bank of Moldova, sat on a panel at the IMF Spring Meetings in Washington and said something that should have alarmed every finance minister in the room. He was not describing a currency crisis or a debt spiral. He was describing something newer and … Read more

When Allies Seize Assets vs. When Adversaries Do: The Netherlands Chips Case and the Ideology Premium in Action

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By Juncture Policy | October 13, 2025 | Updated November 15, 2025 Dutch Economic Minister Vincent Karremans faced a choice that would have triggered international sanctions if made by a developing country leader: invoke emergency powers to seize operational control of a foreign-owned semiconductor company. On October 13, 2025, he did exactly that—taking control of … Read more