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2025-09-12 • Brent at $65.88, WTI at $61.86 mark steep oil fall;
Evening Analysis – The Gist Brent crude sliding to $65.88 and WTI to $61.86 marks oil’s steepest one-day fall since 2022, driven by a 3.9 million-barrel U.S. stock-build and an IEA projection that global supply will outpace demand through mid-2026. (reuters.com) Yet Riyadh and its OPEC partner…
Read More2025-09-12 • Russian drones breach Polish airspace; NATO reacts.
Morning Intelligence – The Gist Russian drones breaching 300 km into Polish airspace—16 shot down, fragments scattered across seven provinces—force Warsaw to invoke NATO Article 4 and prompt an emergency UN Security Council session today(reuters.com). Brussels brands the incursion “aggressive,…
Read More2025-09-11 • Israeli strike in Qatar disrupts diplomacy, raises tensions.
Evening Analysis – The Gist Israel’s precision strike on a Hamas negotiating cell in Doha—killing six, including Khalil al-Hayya’s son—turned Qatar, the Gulf state that hosts 10,000 U.S. troops, into the sixth country hit by Israeli missiles in 72 hours. The attack shattered the mediation trac…
Read More2025-09-11 • Kirk’s assassination highlights rising political violence.
Morning Intelligence – The Gist Charlie Kirk’s campus assassination jolts not only U.S. politics but the wider liberal-democratic world: a G-20 economy has lost a high-profile partisan voice to a gunman, just eight weeks after two attempts on former President Trump. Markets shrugged, but diplo…
Read More2025-09-10 • Israel’s airstrike in Doha disrupts Gulf neutrality.
Evening Analysis – The Gist Israel’s unprecedented air-strike on Hamas leaders inside Doha—killing at least six people and breaching Qatari airspace guarded by U.S.-made Patriots—shatters the understanding that the Gulf is a neutral mediation hub. (reuters.com, apnews.com) I read the raid less…
Read More2025-09-10 • Israel’s strike on Doha risks wider Gulf conflict.
Morning Intelligence – The Gist Israel’s overnight strike on Hamas leaders meeting in Doha cracks open a new front—literally—in the Gaza war. At least six people died, according to Hamas, yet the target cadre survived. Within minutes Brent crude jumped almost 2 percent, briefly touching $67 a …
Read More2025-09-09 • Israel’s strike in Doha disrupts diplomacy, rattles LNG.
Evening Analysis – The Gist Israel’s unprecedented air-strike on Hamas leaders in Doha has pierced the diplomatic firewall that long insulated Qatar. By hitting a US-allied energy giant that hosts 10,000 American troops, Jerusalem internationalised the Gaza war overnight and rattled LNG market…
Read More2025-09-09 • France’s political and fiscal crisis deepens.
Morning Intelligence – The Gist France’s National Assembly has ejected François Bayrou by 364-194, toppling President Macron’s fourth government in 12 months and pushing the euro-zone’s second-largest economy into uncharted territory. (reuters.com, apnews.com) Public debt sits at 114 % of GDP …
Read More2025-09-08 • France’s PM Bayrou faces no-confidence vote, instability looms.
Evening Analysis – The Gist France’s fourth prime minister in under two years, François Bayrou, is set to fall in tonight’s no-confidence vote—victim of a €44 billion austerity plan, 5.8 %-of-GDP deficit and public debt now at 114 % of output. All major blocs, from Marine Le Pen’s National Ral…
Read More2025-09-08 • France faces fifth PM shuffle in two years; crisis looms.
Morning Intelligence – The Gist France wakes today on the verge of its fifth prime-ministerial shuffle in two years. François Bayrou’s minority government is almost certain to be toppled in this afternoon’s confidence vote after proposing a €44 billion austerity budget to tame a deficit stuck …
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