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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 achieve…

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 Reuter…

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—…

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.…

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 r…

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…

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 …

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, signal…

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…

Evening Analysis – The Gist Brussels has broken the funding log-jam: EU ambassadors have endorsed a plan to raise up to €39 billion for Kyiv by securitising profits from the €210 billion in frozen Russian central-bank reserves held at Euroclear, effectively replacing the stalled U.S. tranche o…