هناك مصطلح جديد ومهم جداً بدأ يحتل مكانة واضحة في التحليلات السياسية والاقتصادية للأحداث الدولية الكبرى. ويأتي هذا المصطلح كتوسع جديد في المفهوم العام بعد مرحلة الاعتماد على فكرة الجيو سياسي حصرياً. ولعل أبرز من التفت إلى مكوّنات هذا المصطلح دون أن يسمّيه كان الكاتب والمستثمر الأمريكي الشهير راي داليو والذي أشار إلى أن حال الأسواق المالية لا تعتمد على الدورات التأمينية المتكررة ولكن أيضاً على سياسات داخلية وأوضاع جيو سياسية عامة. وربط أزمة الدين العام الأمريكي بأزمات العلاقات السياسية الخارجية، باعتبار أن الولايات المتحدة الأمريكية لديها دائماً هاجس أن مصالحها وأمنها القومي في وسط دائرة الخطر والتهديد مما يجعلها تصرف بلا هوادة على العسكرة والسلاح والأمن وهو الذي بالتالي يرفع من معدلات الديْن العام إلى مستويات هائلة وقياسية.
كان قديماً ما يتم التركيز على المنظومة المالية لأي تحليل اقتصادي أما الآن هناك أكثر من مؤسسة مالية ودار استشارات تعتمد على تحليل الوضع السياسي وتأثير ذلك على الوضع الاقتصادي. ويؤكد ذلك الأمريكي دانيل تانيبوم الذي يعمل كاستشاري تنفيذي للمؤسسة الاستشارية العالمية أوليفر وايمان في نيويورك بقوله إنه الآن يقضي جل وقته في استشارات لعملائه حول تحليل الأحداث السياسية الكبرى وأثرها على الوضع المالي للأفراد والمؤسسات من عملائه. هذا الأمر دفع بعض كبرى الشركات متعددة الجنسيات للقيام بإنشاء لجان خاصة بالأثر الجيو اقتصادي على خارطة أعمالهم حول العالم.
وبعض الدول تستخدم هذا المصطلح لتعزيز موقفها بشكل استباقي على الساحة الدولية. وهو تماماً ما عبّر عنه الإنجليزي بول تاكر نائب رئيس بنك إنجلترا (البنك المركزي البريطاني) بقوله إن الجيو اقتصاد هو في الواقع «استخدام أدوات اقتصادية لدعم وترويج والدفاع عن الأمن الوطني».
ولعل ما يحصل الآن من حرب اقتصادية ساخنة جداً وملتهبة للغاية بين الولايات المتحدة الأمريكية والصين، بشكل أساسي، يؤكد ذلك الأمر. الولايات المتحدة الأمريكية تستخدم أدوات اقتصادية كالتعرفة الجمركية والعقوبات والحظر والتصنيف الائتماني والقوائم السوداء والضرائب كوسائل مؤثرة وفعّالة لكبح جماح خصومها على عكس ما كان يحصل مع خصمها السابق الاتحاد السوفيتي والتي كانت المعركة ضده أمنية عسكرية خالصة وبحتة، وبالتالي كانت الأدوات الممكن استخدامها ضده أقل عدداً وأقل تأثيراً.
لم تكن الأحداث السياسية مؤثرة على الاقتصاد كما هي في هذه المرحلة ولم يعد من الممكن «الحد» من تداعيات أي منها وتأثيرها على مدخرات الشعوب أو أوجه الصرف لما في جيوبها.
واليوم هناك مشروع أكاديمي جدي وهائل يقوم عليه أساتذة جامعيون مرموقون في كل من جامعة ستانفورد وكولومبيا في الولايات المتحدة الأمريكية لدراسة الأثر الجيو اقتصادي بشكل دقيق ومعمّق جاء فيها أن الصين اليوم لديها سيطرة وتحكم في منظومتها الصناعية؛ لأنها تهيمن على سلاسل الإمداد الخاصة بها. بينما تتحكم الولايات المتحدة الأمريكية في الدائرة المالية (العملة الأولى الدولار، المصارف، خيارات التمويل... إلخ) وتبقى المعركة الأسخن على التقنية الرقمية العالية، وهي معركة مفتوحة ستحدد مصير العالم الاقتصادي. إنه الجيو اقتصادي يا سادة.
تابع قناة عكاظ على الواتساب
There is a new and very important term that has begun to occupy a clear position in the political and economic analyses of major international events. This term comes as a new expansion of the general concept after a phase of relying exclusively on the idea of geopolitics. Perhaps the most notable figure who has pointed to the components of this term without naming it is the famous American writer and investor Ray Dalio, who indicated that the state of financial markets does not depend solely on recurring insurance cycles but also on internal policies and general geopolitical conditions. He linked the crisis of U.S. public debt to crises in foreign political relations, considering that the United States always has the obsession that its interests and national security are in the midst of a circle of danger and threat, which leads it to spend relentlessly on militarization, weapons, and security, ultimately raising public debt levels to enormous and record highs.
In the past, the focus was on the financial system for any economic analysis, but now there are more than one financial institution and consulting firm that rely on analyzing the political situation and its impact on the economic situation. This is confirmed by American Daniel Tanibum, who works as an executive consultant for the global consulting firm Oliver Wyman in New York, stating that he now spends most of his time advising his clients on analyzing major political events and their impact on the financial situation of individuals and institutions among his clients. This has prompted some of the largest multinational companies to establish special committees to assess the geopolitical economic impact on their business landscape worldwide.
Some countries use this term to proactively enhance their position on the international stage. This is exactly what was expressed by Englishman Paul Tucker, Deputy Governor of the Bank of England (the British central bank), when he said that geopolitics is, in fact, "the use of economic tools to support, promote, and defend national security."
What is currently happening in the very hot and intense economic war between the United States and China, primarily, confirms this matter. The United States is using economic tools such as tariffs, sanctions, bans, credit ratings, blacklists, and taxes as influential and effective means to curb its adversaries, unlike what happened with its previous adversary, the Soviet Union, where the battle against it was purely and strictly military-security, and thus the tools that could be used against it were fewer and less impactful.
Political events have never influenced the economy as they do at this stage, and it is no longer possible to "limit" the repercussions of any of them and their impact on the savings of peoples or their spending habits.
Today, there is a serious and massive academic project led by distinguished university professors at Stanford and Columbia Universities in the United States to study the geopolitical economic impact in a precise and in-depth manner, stating that China today has control over its industrial system because it dominates its supply chains. Meanwhile, the United States controls the financial circle (the primary currency being the dollar, banks, financing options, etc.), and the hottest battle remains over high digital technology, an open battle that will determine the fate of the economic world. It is geopolitics, ladies and gentlemen.
In the past, the focus was on the financial system for any economic analysis, but now there are more than one financial institution and consulting firm that rely on analyzing the political situation and its impact on the economic situation. This is confirmed by American Daniel Tanibum, who works as an executive consultant for the global consulting firm Oliver Wyman in New York, stating that he now spends most of his time advising his clients on analyzing major political events and their impact on the financial situation of individuals and institutions among his clients. This has prompted some of the largest multinational companies to establish special committees to assess the geopolitical economic impact on their business landscape worldwide.
Some countries use this term to proactively enhance their position on the international stage. This is exactly what was expressed by Englishman Paul Tucker, Deputy Governor of the Bank of England (the British central bank), when he said that geopolitics is, in fact, "the use of economic tools to support, promote, and defend national security."
What is currently happening in the very hot and intense economic war between the United States and China, primarily, confirms this matter. The United States is using economic tools such as tariffs, sanctions, bans, credit ratings, blacklists, and taxes as influential and effective means to curb its adversaries, unlike what happened with its previous adversary, the Soviet Union, where the battle against it was purely and strictly military-security, and thus the tools that could be used against it were fewer and less impactful.
Political events have never influenced the economy as they do at this stage, and it is no longer possible to "limit" the repercussions of any of them and their impact on the savings of peoples or their spending habits.
Today, there is a serious and massive academic project led by distinguished university professors at Stanford and Columbia Universities in the United States to study the geopolitical economic impact in a precise and in-depth manner, stating that China today has control over its industrial system because it dominates its supply chains. Meanwhile, the United States controls the financial circle (the primary currency being the dollar, banks, financing options, etc.), and the hottest battle remains over high digital technology, an open battle that will determine the fate of the economic world. It is geopolitics, ladies and gentlemen.


