MEMO 9 — De-risking Global Interdependence

What strategy does the memo analyze

De risking global interdependence

Where did the concept originate

It originated in Europe

What is the purpose of de risking

To reduce dangerous dependencies in strategic sectors

What is the paradox of de risking

It is unclear whether it is defensive for security or offensive for technological dominance

What non military tools are used in de risking

Export controls and large scale industrial subsidies

What sectors are often targeted

Semiconductors artificial intelligence and other sensitive technologies

What defines the Global South in this memo

A geopolitical category shaped by shared marginalization not an economic category

Which major countries are included in the Global South category

China India Brazil and South Africa

What is the goal of South South de risking

Strategic autonomy and reduction of dependency on Western powers

How does de risking reshape global economic order

It fragments global value chains and weakens multilateral institutions

What new order emerges from this fragmentation

A more multipolar world

What major trend reflects this shift

Faster multipolarity with rising regional powers

Which country exemplifies emerging alternative power

India

What major event symbolizes the rise of the Global South

African Union joining the G twenty in twenty twenty three

What major event symbolizes multipolar expansion

BRICS expansion in twenty twenty four

How does de risking affect global governance

It pressures existing institutions toward reform