Europe
More upheaval may await Europe’s carmakers
Sector consolidation may help Europe’s carmakers cope with technological and regulatory change and cheap Chinese imports
EURussian LNG sales will be stymied by a lack of tankers
US sanctions are threatening Russia's ambitious targets to increase exports of liquefied natural gas (LNG)
RussiaIndonesia oversupply will further tighten world nickel
The nickel market will be under pressure from oversupply and from its environmental unfriendliness into the 2030s
InternationalBaku will resist a quick peace deal with Armenia
Tensions between the two countries remain high, with the chance of a comprehensive peace deal receding
ArmeniaFrance’s Ukraine position exposes Western divisions
President Macron’s suggestion of sending troops to the battlefield in Ukraine has been criticised by Western allies
FranceUK migrant deterrence policy is in trouble
Record levels of asylum seekers arrived on UK shores during the first quarter
United KingdomEU’s key green policy faces uncertain future
A vote to give final approval to the Nature Restoration Law has been postponed following opposition
EUEU-US economic divergence will persist if not widen
March euro-area confidence rose, within pessimistic territory, while US confidence stagnated within optimistic territory
EU
