Category: Uncategorized

Evening Analysis – The Gist Washington’s 21-point Gaza blueprint, floated on the UNGA sidelines, is less a peace plan than a bid to reset Middle-East leverage. It offers reconstruction funds and Arab security guarantees, yet leaves Israel’s 15-month military campaign structurally intact and says nothing about ending the blockade that throttled Gaza’s economy to 12…

Morning Intelligence – The Gist China’s new 2035 goal—cutting emissions a mere 7-10 % from peak levels—lands like a damp squib at the UN climate summit. The number sounds big until you recall that Beijing’s CO₂ output has already risen 6 % since 2020; on present trends the cut could be achieved simply by plateauing…

Evening Analysis – The Gist Brent still sits only in the mid-$80s, yet Riyadh just signalled it may raise output from December, abandoning its informal $100-a-barrel ambition even as the current 1 mbd cut remains in place. Saudi Arabia’s rethink, confirmed by market briefings carried by Reuters and the Financial Times, comes a day after OPEC+…

Morning Intelligence – The Gist OpenAI’s $500 billion “Stargate” build-out—five new U.S. data-center gigahubs with Oracle and SoftBank—signals that the scramble for AI supremacy now pivots on industrial-scale infrastructure, not clever algorithms alone. A single site in Texas will draw 900 MW—roughly the output of a mid-sized nuclear reactor—while Nvidia fronts $100 billion in chips.…

Evening Analysis – The Gist Donald Trump’s return to the U.N. rostrum—on the organization’s 80th anniversary—was less address than indictment, branding the body “corrupt” while urging states to seal borders and expel migrants. His “America First” doctrine now coincides with a 19.5 % average U.S. tariff rate, the highest since 1933, as global growth is…

Morning Intelligence – The Gist Beijing’s ice-breaking welcome for a bipartisan U.S. House delegation—its first since 2019—signals a deliberate thaw in the world’s most consequential rivalry. Defence-minister Dong Jun emphasised “dialogue over confrontation,” while Rep. Adam Smith called for routine uniform-to-uniform hotlines, recalling the Cold-War “red phone” that curbed crises in 1963.(reuters.com) This overture arrives…

Evening Analysis – The Gist Britain, Canada, Australia and Portugal’s joint recognition of Palestine signals a rare fracture in the Western bloc that has long moved in lock-step with Washington and Jerusalem. Their decision aligns them with 140-plus UN members and comes after Gaza’s death toll topped 65,000 while Israel continues settlement expansion that imperils…

Morning Intelligence – The Gist Good morning. Washington’s first House delegation to set foot in Beijing since 2019 may feel symbolic, but numbers sharpen the picture. Two-way goods trade still topped $660 billion in 2024, yet tariffs exceeding 20 % on average and a 40 % drop in bilateral FDI since 2018 show how far…

Evening Analysis – The Gist London, Ottawa and Canberra’s synchronized recognition of a Palestinian state moves the question of sovereignty from the periphery of Western diplomacy to its center. Three G7 economies have now joined 140-plus nations that already extend de jure recognition, signaling a shift in the cost-benefit calculus of siding unequivocally with Israel.…

Morning Intelligence – The Gist Russia’s overnight salvo—40 missiles and an unprecedented 580 attack-drones—killed three Ukrainians, wounded dozens and forced Poland to scramble allied jets as debris neared NATO airspace. Kyiv says 552 drones and 31 missiles were intercepted, but key power and factory sites were hit, while Ukraine retaliated with strikes on Russian oil…