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 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 week has been about political, financial and ideological realignments: from Ankara’s manoeuvring in the Gulf to the rise of a new international Right, and from Milei’s consolidation of power in Argentina to Iran’s unraveling banking sector
From Washington’s electoral calculus to the fragile calm in Gaza and the return of Turkish diplomacy in the Gulf, the theme of the week has been politics and power.
This week, we’ve been hyperfocused on the energy sector. Our team attended two major conferences where we connected with oil majors, government officials, investors and operators from across the world to take the industry’s temperature.
Here we are again with another weekly round-up on global politics. Next week, I’ll be at the World Energies Summit in London to talk about Libya’s upstream outlook and meet with operators and partners. If you’re around, reach out, I’d love to connect.
