Analysis: Global — 19 September 2026

Analysis: Global — 19 September 2026

Iran War Stalemate Deepens as Houthis Disrupt Shipping The US-Iran conflict, now in its seventh month, shows no path to resolution as Houthi forces in Yemen seize key Red Sea positions and attack Saudi shipping and infrastructure. This has driven global tanker rates above $1 million per day and Panama Canal auction slots to records … Read more

Analysis: Europe — 19 September 2026

Analysis: Europe — 19 September 2026

EU Budget Standoff Deepens Between Frugals and Spenders German Chancellor Friedrich Merz and leaders from Denmark, the Netherlands, Austria and Finland published a joint opinion piece rejecting calls for a larger EU multiannual financial framework, clashing directly with Spanish Economy Minister Carlos Cuerpo’s demand for a budget set at 2% of EU GNI. The exchange, … Read more

Analysis: Global — 18 September 2026

Analysis: Global — 18 September 2026

Middle East War Spikes Global Oil and Diesel Prices Saudi Arabia has delayed or canceled multiple crude shipments to European refiners after an attack damaged its East-West pipeline, with full restoration possibly taking up to six weeks. Brent crude has climbed above $105 per barrel, while U.S. diesel prices hit record highs above $6 per … Read more

Analysis: Europe — 18 September 2026

Analysis: Europe — 18 September 2026

Von der Leyen’s empty State of the Union European Commission President Ursula von der Leyen delivered her annual State of the European Union address to the European Parliament on 16 September. Coverage and analysis on 17 September highlighted a 75-minute speech heavy on buzzwords but light on solutions to the bloc’s core problems of competitiveness, … Read more

Analysis: Global — 17 September 2026

Analysis: Global — 17 September 2026

Iran War Energy Squeeze Intensifies Saudi Arabia has cancelled or delayed European crude shipments into November after Houthi (Ansar Allah) attacks damaged its East-West pipeline, which previously moved 4-5 million barrels daily. Transits through the Strait of Hormuz have partially recovered to around 60% of pre-war levels, with Saudi volumes shifting back to the Gulf, … Read more

Analysis: Europe — 17 September 2026

Analysis: Europe — 17 September 2026

Sweden’s Zombie Election Sweden’s left-wing bloc, led by Social Democrat Magdalena Andersson, holds a narrow lead over the outgoing centre-right Tidö government of Prime Minister Ulf Kristersson and its Sweden Democrat allies, with nearly all votes counted. The result is one of the closest in recent history; coalition talks will be complex, involving the Greens, … Read more

Analysis: Global — 16 September 2026

Analysis: Global — 16 September 2026

Iran War Deepens into Prolonged Stalemate The US-Iran conflict continues to expand without clear resolution, as Houthi forces (Ansar Allah) advance rapidly in Yemen, striking Saudi oil infrastructure including the Yanbu port and East-West pipeline. Vessel transits through the Strait of Hormuz remain sharply reduced, while Saudi Aramco has canceled European crude allocations into November. … Read more

Analysis: Europe — 16 September 2026

Analysis: Europe — 16 September 2026

Sweden’s Deadlocked Election Exposes Political Stagnation Sweden’s general election on 13 September produced a razor-thin result, with the centre-left bloc led by Social Democrat Magdalena Andersson holding a projected three-seat lead (176-173) over the centre-right Tidö alliance of Prime Minister Ulf Kristersson after most votes were counted. Final tallies were still pending into mid-week, with … Read more

Analysis: Europe — 15 September 2026

Analysis: Europe — 15 September 2026

Sweden’s Deadlocked Election Leaves Kingmaker in Control Sweden’s general election on 13 September has produced a near-tie between the centre-left bloc led by Social Democrat Magdalena Andersson and the centre-right alliance of incumbent Prime Minister Ulf Kristersson, which includes the Sweden Democrats. With most votes counted, the left holds a slim lead of a few … Read more

Analysis: Europe — 14 September 2026

Analysis: Europe — 14 September 2026

Sweden’s Election Hangs by a Single Seat Sweden’s general election has produced a razor-thin result, with the left-wing bloc led by Social Democrat Magdalena Andersson holding a projected one-seat lead (175-174) over Prime Minister Ulf Kristersson’s right-wing alliance in the 349-seat parliament. Final counts may not be confirmed until Wednesday. Exit polls initially favoured the … Read more