EU Policy
Energy
Geopolitics
Europe faces systemic jet fuel shortage as Hormuz closure exposes refinery collapse
Three weeks of imports remain before aviation gridlock hits the continent, crystallising 25 years of strategic dependency on Middle Eastern supply.
Geopolitics
Macro
Germany’s Industrial Trilemma: Decoupling Accelerates Faster Than Policy Can Respond
New research reveals German manufacturers face binary East-West choices as U.S.-China fragmentation outpaces EU adaptation, compressing margins across automotive, chemicals, and machinery while policy lag creates first-mover disadvantage.