Sectors
Security / Defence
Iran will discuss its nuclear activities with the UN
The head of the UN nuclear watchdog opened talks with Iran’s foreign minister today
IranRussia will push Israel on security of forces in Syria
Moscow has issued strong statements against a recent Israeli strike near a base housing Russian forces in Syria
IsraelFinance
Trump’s win heralds a dangerous new phase for markets
Uncertainty about Trump’s economic agenda in his second term is fuelling market volatility as well as ‘Trump trades’
United StatesPolicy changes will not stop farmer protests in Turkey
Farmers are highlighting the chasm between farm gate and consumer prices as government agricultural policy is in flux
TurkeyEnergy
China’s water shortages will carry risks
Beijing has continued to struggle with mitigating water stress
ChinaGas supply risks are higher than oil supply risks
Gas prices have risen on supply risks but oil prices remain near USD70 per barrel on successive cuts to demand forecasts
InternationalManufacturing
Gas supply risks are higher than oil supply risks
Gas prices have risen on supply risks but oil prices remain near USD70 per barrel on successive cuts to demand forecasts
InternationalAlgerian-European trade ties may remain fractious
Algeria has decided to resume trade with Spain, while talks are still likely on the EU-Algerian Association Agreement
AlgeriaInfrastructure
Gas supply risks are higher than oil supply risks
Gas prices have risen on supply risks but oil prices remain near USD70 per barrel on successive cuts to demand forecasts
InternationalLimited road safety progress is likely in West Africa
Road traffic accidents are a major cause of death in West Africa and have increased since 2010
West AfricaFood / Agribusiness
China’s water shortages will carry risks
Beijing has continued to struggle with mitigating water stress
ChinaPolicy changes will not stop farmer protests in Turkey
Farmers are highlighting the chasm between farm gate and consumer prices as government agricultural policy is in flux
TurkeyTechnology / Media / Telecoms
The future of Meta’s antitrust lawsuit is unclear
Meta has been ordered to face an antitrust lawsuit over its acquisitions of WhatsApp and Instagram
United StatesUnited States will outcompete China on high technology
Despite Chinese breakthroughs in technological innovation, Beijing’s tech ambitions look set to remain constrained
United States