Newsletters

Evening Analysis – The Gist Good evening, Washington and London’s new “Tech Prosperity Deal” funnels £31 billion ($42 billion) of mostly U.S. big-tech cash into U.K. AI, quantum and nuclear projects, led by Microsoft’s £22 billion pledge, Google’s £5 billion data-centre build and Nvidia’s depl…

Morning Intelligence – The Gist Washington and Beijing have sketched a truce in the long-running TikTok saga: an 80 % U.S.-led consortium will control the app’s American assets while ByteDance keeps a symbolic 19.9 % stake and, crucially, the Chinese-written recommendation algorithm via a lice…

Evening Analysis – The Gist Beijing’s fiercest critics have long warned that the post-1945 legal order erodes when major powers enjoy impunity. Tonight that order faces its gravest stress-test in years: a UN Commission of Inquiry has concluded that senior Israeli officials—including Prime Mini…

Morning Intelligence – The Gist Washington and Beijing have quietly forged a draft accord that would shift TikTok’s ownership—and control of its algorithm—into US hands. The outline, confirmed by Reuters and AP overnight and teased by Donald Trump himself on Truth Social, hands ByteDance a sta…

Evening Analysis – The Gist Ukrainian drones ignited Russia’s Kirishi refinery (355,000 bpd) and hit the Primorsk export terminal, pushing Brent up 0.5 % to $67.35 and WTI to $63.05 as markets priced fresh supply risk.(reuters.com) Together, the facilities move roughly 1.3 mbd—more than Norway…

Morning Intelligence – The Gist The Doha emergency Arab-Islamic summit, convening today, is more than regional theatre; it is a stress-test of the post-Abraham-Accords order. A leaked draft warns that Israel’s 9 September strike on Hamas officials in Qatar “threatens everything achieved on the…

Evening Analysis – The Gist Israel’s overnight demolition of at least 30 apartment blocks in Gaza City—killing 40 and displacing thousands—coincides with U.​S. Secretary of State Marco Rubio’s arrival to “re-energise” mediation efforts derailed by last week’s Israeli strike in Doha, Qatar (reu…

Morning Intelligence – The Gist China’s Southern Theatre Command used yesterday’s routine patrol to deliver a blunt warning to Manila: “stop provocations or bear the consequences.” (reuters.com) Beijing’s rhetoric follows its plan—announced 3 days earlier—to ring-fence Scarborough Shoal as a “…

Evening Analysis – The Gist Good evening, Kamchatka’s 7.4-magnitude jolt is a reminder that the “Ring of Fire” is the world’s most globalized supply chain—one built of tectonic plates, not container ships. The quake, 112 km east of Petropavlovsk-Kamchatsky and only 39 km deep, triggered Pacifi…

Morning Intelligence – The Gist Brazil’s Supreme Court has sentenced ex-president Jair Bolsonaro to 27 years + 3 months for orchestrating a failed 2022 coup attempt—Brazil’s first former head of state jailed for attacking democratic order. Four of five justices found him guilty of plotting to …