Is the American Century Over? by Joseph S. Nye, Jr.
An assessment of the strengths and weaknesses of the United States in an era of returning great-power politics. Crucially, the assessment was made before the election of Donald Trump.
Focus: The ASML Way, by Marc Hijink
Focuses on the company that has probably been most exposed to the return of geopolitics: the Netherlands-based company ASML.
Chip War, by Chris Miller
A history of semiconductors and the global supply chains, public investments, and technological chokepoints that made them central to geopolitical competition.