Policy

Britain’s Core Astute-Class Nuclear Submarine Force Enters Port Simultaneously, Creating a Capability Gap Structural Constraints Continue to Generate Friction, Clouding the Future of the AUKUS Alliance Budget Pressures and Shortage of Available Vessels Disrupt Nuclear Submarine Operations and Decommissioning

Disruptions to energy supply chains triggered by the Strait of Hormuz crisis Global energy order shifts from efficiency to security Countries accelerate moves away from U.S.

Japan’s US-led security path is politically safe but strategically costly A Taiwan war would turn Japan’s alliance posture into a major economic risk Japan needs deterrence with diplomacy, not automatic escalation A c

Great powers built the old order, and they are now rewriting it Middle powers can stabilize rules, but they cannot enforce them alone The new global order will be shaped by leverage, not nostalgia Meanwhile, the United St

Japan’s AI problem is not access to technology, but weak pressure to adopt it Corporate inertia reduces demand for AI skills across schools and universities Japan and parts of Europe risk missing the productivity gains of AI unless delay becomes costly

US-Asia trust is weakening AUKUS has exposed a delivery gap Asian powers are building options The most revealing number in Asia this year is not a ship count or a tariff rate, or even a defense budget. It's 51.9 percent.

EU and China to hold high-level trade working-level talks in France EU has continued to raise regulatory barriers over China’s industrial subsidies “With U.S.

China’s J-10CE fighter achieved a clean sweep against the Eurofighter Typhoon in simulated engagements Europe’s delayed radar modernization and vulnerabilities in network-centric warfare exposed Drones emerging as a decisive element of advanced air combat, with the United States and China holding a clear advantage over Europe

OECD takes aim at China’s state-directed economic model 60% of Chinese firms’ market share gains attributed to subsidies China reclassified as an economic security risk, raising prospects of a major industrial shock The Organisation for Economic

Four Republicans Ultimately Break Ranks with Trump No Binding Force in Practice, Largely Symbolic in Nature Trump Also Searching for an Exit Rather Than Escalation

Kuwait airport struck again by Iran just two days after resuming international flights Saudi Arabia and the UAE carry out covert retaliation against Iran after civilian infrastructure is damaged Global investors abandon the Middle East, while Dubai’s status as a financial hub comes under pressure

Australia pours massive funding into AUKUS only to secure second-hand U.S.

USTR Releases Section 301 Investigation Findings Tariffs Previewed Over Insufficient Forced-Labor Import Controls Move Pursued as Substitute After Reciprocal Tariffs Ruled Unlawful The administration of U.S.

AI is shifting gains from labour to capital Europe protects labour more; the U.S.

Regional geopolitical risk is not a smaller version of global risk News-based indices measure exposure, language, attention and bias at the same time Europe needs a dashboard that compares global attention with local economic impact

Revised Chinese outbound investment rules restrict technology transfers and tighten investment reviews “Stop capital flight” — Beijing escalates crackdown on mainland investors’ overseas stock investments Europe, scarred by the Nexperia episode, takes a harder line against Chinese M&A attempts

U.S.

AI deliberative democracy can widen participation, but scale alone cannot create trust Civic AI must be auditable, source-based and resistant to sycophancy Without public governance, AI risks turning participation into simulated consent

WTO reform must manage state-backed competition Subsidies expose the biggest gap in global trade rules Governed coexistence is the best path between free trade and trade war Only 72% of global goods trade moves under the WTO’s core mos

Chinese low-cost goods produced through overcapacity are being redirected to Europe after being blocked by U.S.