Germany

Geopolitics Macro

German Corporate Insolvencies Hit 11-Year Peak as Industrial Crisis Deepens

24,064 bankruptcies in 2025 expose converging pressures on Europe's largest economy—energy costs, auto sector collapse, and rising US tariff uncertainty threaten eurozone stability.

8 min read ·
Energy

Germany’s RWE Bets $20B on US Market at 16-Year Stock Highs

Europe's second-largest utility shifts nearly half its capital to American expansion as data centre demand and policy clarity outweigh home-market headwinds.

8 min read ·
Geopolitics Markets

Who Controls Germany’s Engine Room?

Cem Özdemir's narrow victory in Baden-Württemberg puts a Turkish-German politician in charge of Germany's €500 billion industrial heartland at a critical juncture for automotive transition.

7 min read ·
Geopolitics Technology

OHB and Rheinmetall Consortium Challenges Airbus for €10 Billion German Military Satellite Contract

The partnership pitches Bremen's satellite expertise against Europe's aerospace incumbent in a contest that will define Germany's military space autonomy for decades.

7 min read ·
Energy Geopolitics

Europe’s Coal Contradiction: Climate Targets Collide With Energy Security Reality

Despite historic lows in coal generation, Middle East tensions expose EU dependence on volatile gas markets, forcing governments to recalibrate Net Zero timelines.

8 min read ·
Macro Technology

Axel Springer Outbids Daily Mail With £575 Million Telegraph Deal

German media conglomerate torpedoes DMGT's acquisition in one of Britain's largest newspaper transactions in years, betting on a centre-right English-language empire.

8 min read ·
Energy Geopolitics

US Grants Indefinite Sanctions Exemption to Rosneft’s German Refineries

Washington reverses course on Russian energy enforcement, allowing Moscow to retain revenue flows from 12% of Germany's refining capacity despite G7 price cap framework.

7 min read ·
Geopolitics

Macron Proposes ‘Forward Deterrence’ Nuclear Doctrine as European Security Architecture Fractures

French President unveils historic shift in nuclear posture amid Trump doubts, government crisis, and Russia's expanding threat—but details remain deliberately vague.

9 min read ·