America First, Global Consequences: The New Geopolitics of Industry

In this episode, we explore how the United States is rethinking its industrial strategy—from “America First” policies and supply‑chain reshoring to the global race for critical minerals. We look at whether bringing production closer to home can truly strengthen economic and national security, and how these shifts are reshaping U.S. relations with resource‑rich regions in Africa, Latin America, and Asia. We also examine how multinational firms are adapting to this new landscape and why AI infrastructure—data centers, chips, and massive energy systems—is becoming a strategic asset in its own right. Are we witnessing a profound reconfiguration of global supply chains, or the emergence of hybrid models that blend global reach with strategic domestic control? Our guest for this episode is Filipe Calvão, Associate Professor of Anthropology and Sociology at the Geneva Graduate Institute.