Latest Analysis
Friday, May 9, 2025
US tariffs threaten commercial aerospace trade
The aerospace sector faces the prospect of markedly higher US tariffs after 45 years of relatively stable trading
Japan to bargain hard on US trade and could walk away
US refusal to cut auto tariffs, and Japanese reluctance to open up agriculture, narrow the ground for a deal
Spain and Portugal blackout exposes renewables risks
The two countries suffered an unprecedented blackout triggered by a weakness in the energy grid system
US chip curbs slow but do not stop China’s AI progress
US restrictions on advanced semiconductors have raised costs and delayed China’s progress, but have not prevented it
InternationalMexico-US water deal will bring only temporary relief
Water pressures along the Mexico-US border look sure to rise, generating ongoing tensions over access
MexicoAlbania’s Rama looks to prolong his stay in power
Prime Minister Edi Rama is seeking another term in the May 11 parliamentary election
AlbaniaOff-ramps may get more elusive for India and Pakistan
The two sides have continued to engage in tit-for-tat military action
IndiaUK-US trade talks will try to extend the trade deal
UK-US talks delivered an initial trade deal yesterday, returning cars and steel to a 10% US tariff rate
United KingdomUS-born pope highlights Catholic role in US politics
Yesterday's election of a US-born pope highlights the role of Catholics as a political constituency in the United States
United StatesHungarians may start to doubt Orban’s peace bona fides
Ukraine’s security service claims to have uncovered a Hungarian spy network
HungaryChina’s May trade will see greater tariff impacts
China’s exports rose by 8.1% in April, much more than expected thanks to greater intra-Asia trade
ChinaEcuador-Mexico ties will not be restored anytime soon
Ecuador’s diplomatic relations with Mexico look likely to remain frozen for at least the next four years
EcuadorEgypt will dismiss criticisms of investment deals
The government has defended a new investment agreement with Abu Dhabi Ports Group
EgyptJordanian exports to regional countries could grow
Jordan’s exports to Syria have increased sharply but remain below 2011 levels
JordanSenegal's government may target more former ministers
Five former ministers will be prosecuted on embezzlement and corruption charges
SenegalSouth Africa’s Transnet advances new reform opening
The transport utility aims to move forward with private sector investment in one of the nation’s largest ports
South AfricaRussian gas exports to EU unlikely to rise
US and Russian officials have discussed reviving Russian gas exports to Europe
Russia
