In this powerful live episode filmed at Bain & Company London, Earth Set co-founder Fiona Howarth sits down with Neil Shearing, Group Chief Economist at Capital Economics and author of The Fractured Age, to unpack one of the biggest economic shifts of our time: the end of globalisation as we’ve known it.
From the rise of China to the role of semiconductors, rare earths, green tech, and the geopolitical tug-of-war reshaping supply chains, Neil offers a clear-eyed look at how the world is dividing into competing blocs — and what that means for business, climate, and global security.
Together, they explore:
🌏 Why the last 30 years of global cooperation are over — and what replaces them
🇨🇳 China’s economic model, Belt & Road strategy, and dominance in green tech
🇺🇸 How the US is reshaping alliances, tariffs, and industrial policy📉 Why Taiwan is the global economy’s most vulnerable chokepoint
🔋 The critical minerals race: cobalt, rare earths, aluminium, and EV supply chains
⚡ How fracturing could reshape the energy transition — for better or worse
🏭 What Western governments must do now to stay competitive
🔮 Who the winners and losers could be in a world split in two
Neil brings nuance, data, and clarity to a topic often dominated by headlines. If you want to understand the forces reshaping the global economy — and the future of climate action — this is essential listening.
🎧 Listen if you’re curious about:
Economics, geopolitics, supply chains, China, the US, semiconductors, industrial strategy, climate tech, the energy transition, and how global politics will shape the next decade.
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