From Washington’s unilateralism to Libya’s competing futures and the Gulf’s search for coherence, this edition examines how global norms are fraying and why 2026 is already shaping up to be a volatile year.
This week, we’re stepping back from the news cycle to reflect on the stories that shaped global politics in 2025: what they reveal about power, money and how the global system is really working, and what that means heading into 2026.
This week’s edition looks at Moscow’s strategic red lines in energy and defence, Libya’s shifting political landscape ahead of 2026, and why now is the best moment to lock in a year of premium GPD reporting at a fraction of the price.
This week’s stories show how quickly — or how slowly — geopolitical realities can turn, and how much those timelines depend on the interests that prevail and the ability of key actors to reassure external partners.
North Africa is reaching a boiling point as youth-led frustration spreads from Morocco to Tunis and Tripoli. Meanwhile, Washington’s latest push in Lebanon leans on maximalist assumptions that risk deepening regional instability. Here's what you need to know.
This week’s stories all circle back to a simple question: what holds an economy or a political system together when the underlying assumptions start to crack?
This week's newsletter focuses on a single issue that is reshaping the Gulf’s political economy (and, increasingly, its geopolitical relevance): the race for AI leadership between the UAE and Saudi Arabia.
This report covers political and security updates in Libya for the week of November 7 - November 13, 2025. Clients can download the full report at the end of the page.
Market Outlook
October was cautiously positive for Libya’s energy sector observers. Operationally, the NOC showed resilience, keeping production steady and reactivating long-idle assets despite persistent governance gaps.
Foreign operators
This week’s edition is a short one but a good one. We’re launching our America coverage with two stories that cut to the heart of the country’s foreign and domestic politics.
This report covers political and security updates in Libya for the week of October 31 - November 6, 2025. Clients can download the full report at the end of the summary.
This report provides analysis and insights into Libya's energy sector for the month of October, 2025
